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Don 007

Don 007

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2023-03-19

$UnitedHealth(UNH)$ it time to consider this stock?

2022-12-07

Market declining.

US STOCKS-S&P Posts 4th Straight Decline As Recession Talk Weighs on Wall Street

2022-11-03

Apple will not be alone.

Apple Now Valued at More Than Amazon, Alphabet and Meta — Combined

2022-10-20

Be patience. Wait for the right entry price.

Tesla Sees 2022 Delivery Miss, Q3 Revenue Comes in Below Forecast

2022-10-20

Wait for 175

Sorry, the original content has been removed

2022-10-17

The price is still too high

Microsoft: Don't Lose Your Money

2022-10-17

Metaverse is unreal and is a dream but many people like to stay is the dream

Company Documents Show Meta’s Flagship Metaverse Falling Short

2022-10-17

Ark is an bad example

Ark's Cathie Wood Continues to Stumble

2022-10-17

Wait for the price to 38.5

Sorry, the original content has been removed

2022-10-17

Reduce or stop trading with C###a, price will raise and see no reason will come down.

Costco Will Raise Prices, But Won't Make Key Membership Change

2022-10-16

Two big giants are fighting, hence it will not aettle anytime soon.

Down 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback

2022-10-16

One day it will shone again

Alibaba Q3: Time To Consider An Option Play

2022-10-16

I'm holding on to it. A belief.

Alibaba Q3: Time To Consider An Option Play

2022-10-08

Interest rise, stock market down. When will this come to a turning point.

Sorry, the original content has been removed

2022-10-08

Be patient. Wait for unbelievable moment.

Is Now the Right Time to Buy Netflix Stock?

2022-10-07

Be patient, wait for the right entry price.

Sorry, the original content has been removed

2022-10-01

Where is the bottom?

Sorry, the original content has been removed

2022-09-28

Can it be worst then now.

Option Movers｜Mega-Cap Stocks Like Tesla and Meta Stop Bleeding; This Bond ETF Shows a Bear Market Since 1946 Is Coming

2022-09-28

I not changing my phone. Current one can meet my requirements.

Stock Futures Slide Amid Report Apple Is Ditching iPhone Production Boost

2022-09-18

Wait for good entry price

Got $5,000? Buy and Hold These 3 Value Stocks for Years

Go to Tiger App to see more news

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stock?","images":[{"img":"https://community-static.tradeup.com/news/1d3036c7f63c8e528e5e1de282c0e4bb","width":"1080","height":"2287"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9943340982","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579592180464188","authorId":"3579592180464188","name":"Omega88","avatar":"https://static.tigerbbs.com/af85c47a34d1bf9d2534738ed77bef05","crmLevel":6,"crmLevelSwitch":0,"idStr":"3579592180464188","authorIdStr":"3579592180464188"},"content":"It's relatively cheaper now, I just added some last week!","text":"It's relatively cheaper now, I just added some last week!","html":"It's relatively cheaper now, I just added some last 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European Union regulators have ruled the company should not require users to agree to personalized ads based on their digital activity.</p><p>However, technology names generally suffered as investors applied caution toward high-growth companies whose performance would be sluggish in a challenging economy. Apple Inc, Amazon.com Inc and Alphabet Inc fell between 2.5% and 3%, while the tech-heavy Nasdaq was pulled lower for a third straight session.</p><p>Most of the 11 major S&amp;P sectors declined, with energy and communications services joining technology as leading laggards. Utilities, a defensive sector often preferred during times of economic uncertainty, was the only exception, gaining 0.7%.</p><p>Future economic growth prospects were in focus on Tuesday following comments from financial titans pointing toward uncertain times ahead.</p><p>Bank of America Corp&#39;s chief executive predicted three quarters of mild negative growth next year, while JPMorgan Chase and Co&#39;s CEO Jamie Dimon said inflation will erode consumer spending power and that a mild to more pronounced recession was likely ahead.</p><p>Their comments came on the heels of recent views from BlackRock and others that believe the U.S. Federal Reserve&#39;s aggressive monetary tightening to combat stubbornly high price rises could induce an economic downturn in 2023.</p><p>&#34;The market is very reactive right now,&#34; said David Sadkin, president at Bel Air Investment Advisors.</p><p>He noted that, while markets traditionally reflect the future, right now they are moving up and down based on the latest headlines.</p><p>Fears about economic growth come amid a re-evaluation by traders of what path future interest rate hikes will take, following strong data on jobs and the services sector in recent days.</p><p>Money market bets are pointing to a 91% chance that the U.S. central bank might raise rates by 50 basis points at its Dec. 13-14 policy meeting, with rates expected to peak at 4.98% in May 2023, up from 4.92% estimated on Monday before service-sector data was released.</p><p>The S&amp;P 500 rallied 13.8% in October and November on hopes of smaller rate hikes and better-than-expected earnings, although such Fed expectations could be undermined by further data releases, including producer prices due out on Friday.</p><p>&#34;The market got ahead of itself at the end of November, but then we got some good economic data, so people are re-evaluating what the Fed is going to do next week,&#34; said Bel Air&#39;s Sadkin.</p><p>The Dow Jones Industrial Average fell 350.76 points, or 1.03%, to close at 33,596.34, the S&amp;P 500 lost 57.58 points, or 1.44%, to finish at 3,941.26 and the Nasdaq Composite dropped 225.05 points, or 2%, to end on 11,014.89.</p><p>Jitters on the direction of global growth have also weighed on oil prices, with U.S. crude slipping to levels last seen in January, before Russia&#39;s invasion of Ukraine disrupted supply markets. The energy sector fell 2.7% on Tuesday.</p><p>Banks are among the most sensitive stocks to an economic downturn, as they potentially face negative effects from bad loans or slowing loan growth. The S&amp;P banks index slipped 1.4% to its lowest close since Oct. 21.</p><p>Volume on U.S. exchanges was 11.01 billion shares, in line with the average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted three new 52-week highs and nine new lows; the Nasdaq Composite recorded 52 new highs and 262 new lows. (Reporting by Devik Jain, Ankika Biswas and Johann M Cherian in Bengaluru and David French in New York; Editing by Vinay Dwivedi, Shounak Dasgupta and Lisa Shumaker)</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>US STOCKS-S&P Posts 4th Straight Decline As Recession Talk Weighs on Wall Street</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\">\nUS STOCKS-S&P Posts 4th Straight Decline As Recession Talk Weighs on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-07 05:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street ended lower on Tuesday, with the S&amp;P 500 extending its losing streak to four sessions, as skittish investors fretted over Federal Reserve rate hikes and further talk of a looming recession.</p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc dragged down markets, with its shares sliding 6.8% following reports that European Union regulators have ruled the company should not require users to agree to personalized ads based on their digital activity.</p><p>However, technology names generally suffered as investors applied caution toward high-growth companies whose performance would be sluggish in a challenging economy. Apple Inc, Amazon.com Inc and Alphabet Inc fell between 2.5% and 3%, while the tech-heavy Nasdaq was pulled lower for a third straight session.</p><p>Most of the 11 major S&amp;P sectors declined, with energy and communications services joining technology as leading laggards. Utilities, a defensive sector often preferred during times of economic uncertainty, was the only exception, gaining 0.7%.</p><p>Future economic growth prospects were in focus on Tuesday following comments from financial titans pointing toward uncertain times ahead.</p><p>Bank of America Corp&#39;s chief executive predicted three quarters of mild negative growth next year, while JPMorgan Chase and Co&#39;s CEO Jamie Dimon said inflation will erode consumer spending power and that a mild to more pronounced recession was likely ahead.</p><p>Their comments came on the heels of recent views from BlackRock and others that believe the U.S. Federal Reserve&#39;s aggressive monetary tightening to combat stubbornly high price rises could induce an economic downturn in 2023.</p><p>&#34;The market is very reactive right now,&#34; said David Sadkin, president at Bel Air Investment Advisors.</p><p>He noted that, while markets traditionally reflect the future, right now they are moving up and down based on the latest headlines.</p><p>Fears about economic growth come amid a re-evaluation by traders of what path future interest rate hikes will take, following strong data on jobs and the services sector in recent days.</p><p>Money market bets are pointing to a 91% chance that the U.S. central bank might raise rates by 50 basis points at its Dec. 13-14 policy meeting, with rates expected to peak at 4.98% in May 2023, up from 4.92% estimated on Monday before service-sector data was released.</p><p>The S&amp;P 500 rallied 13.8% in October and November on hopes of smaller rate hikes and better-than-expected earnings, although such Fed expectations could be undermined by further data releases, including producer prices due out on Friday.</p><p>&#34;The market got ahead of itself at the end of November, but then we got some good economic data, so people are re-evaluating what the Fed is going to do next week,&#34; said Bel Air&#39;s Sadkin.</p><p>The Dow Jones Industrial Average fell 350.76 points, or 1.03%, to close at 33,596.34, the S&amp;P 500 lost 57.58 points, or 1.44%, to finish at 3,941.26 and the Nasdaq Composite dropped 225.05 points, or 2%, to end on 11,014.89.</p><p>Jitters on the direction of global growth have also weighed on oil prices, with U.S. crude slipping to levels last seen in January, before Russia&#39;s invasion of Ukraine disrupted supply markets. The energy sector fell 2.7% on Tuesday.</p><p>Banks are among the most sensitive stocks to an economic downturn, as they potentially face negative effects from bad loans or slowing loan growth. The S&amp;P banks index slipped 1.4% to its lowest close since Oct. 21.</p><p>Volume on U.S. exchanges was 11.01 billion shares, in line with the average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted three new 52-week highs and nine new lows; the Nasdaq Composite recorded 52 new highs and 262 new lows. (Reporting by Devik Jain, Ankika Biswas and Johann M Cherian in Bengaluru and David French in New York; Editing by Vinay Dwivedi, Shounak Dasgupta and Lisa Shumaker)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289364177","content_text":"(Reuters) - Wall Street ended lower on Tuesday, with the S&P 500 extending its losing streak to four sessions, as skittish investors fretted over Federal Reserve rate hikes and further talk of a looming recession.Meta Platforms Inc dragged down markets, with its shares sliding 6.8% following reports that European Union regulators have ruled the company should not require users to agree to personalized ads based on their digital activity.However, technology names generally suffered as investors applied caution toward high-growth companies whose performance would be sluggish in a challenging economy. Apple Inc, Amazon.com Inc and Alphabet Inc fell between 2.5% and 3%, while the tech-heavy Nasdaq was pulled lower for a third straight session.Most of the 11 major S&P sectors declined, with energy and communications services joining technology as leading laggards. Utilities, a defensive sector often preferred during times of economic uncertainty, was the only exception, gaining 0.7%.Future economic growth prospects were in focus on Tuesday following comments from financial titans pointing toward uncertain times ahead.Bank of America Corp's chief executive predicted three quarters of mild negative growth next year, while JPMorgan Chase and Co's CEO Jamie Dimon said inflation will erode consumer spending power and that a mild to more pronounced recession was likely ahead.Their comments came on the heels of recent views from BlackRock and others that believe the U.S. Federal Reserve's aggressive monetary tightening to combat stubbornly high price rises could induce an economic downturn in 2023.\"The market is very reactive right now,\" said David Sadkin, president at Bel Air Investment Advisors.He noted that, while markets traditionally reflect the future, right now they are moving up and down based on the latest headlines.Fears about economic growth come amid a re-evaluation by traders of what path future interest rate hikes will take, following strong data on jobs and the services sector in recent days.Money market bets are pointing to a 91% chance that the U.S. central bank might raise rates by 50 basis points at its Dec. 13-14 policy meeting, with rates expected to peak at 4.98% in May 2023, up from 4.92% estimated on Monday before service-sector data was released.The S&P 500 rallied 13.8% in October and November on hopes of smaller rate hikes and better-than-expected earnings, although such Fed expectations could be undermined by further data releases, including producer prices due out on Friday.\"The market got ahead of itself at the end of November, but then we got some good economic data, so people are re-evaluating what the Fed is going to do next week,\" said Bel Air's Sadkin.The Dow Jones Industrial Average fell 350.76 points, or 1.03%, to close at 33,596.34, the S&P 500 lost 57.58 points, or 1.44%, to finish at 3,941.26 and the Nasdaq Composite dropped 225.05 points, or 2%, to end on 11,014.89.Jitters on the direction of global growth have also weighed on oil prices, with U.S. crude slipping to levels last seen in January, before Russia's invasion of Ukraine disrupted supply markets. The energy sector fell 2.7% on Tuesday.Banks are among the most sensitive stocks to an economic downturn, as they potentially face negative effects from bad loans or slowing loan growth. The S&P banks index slipped 1.4% to its lowest close since Oct. 21.Volume on U.S. exchanges was 11.01 billion shares, in line with the average for the full session over the last 20 trading days.The S&P 500 posted three new 52-week highs and nine new lows; the Nasdaq Composite recorded 52 new highs and 262 new lows. (Reporting by Devik Jain, Ankika Biswas and Johann M Cherian in Bengaluru and David French in New York; Editing by Vinay Dwivedi, Shounak Dasgupta and Lisa Shumaker)","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985542460,"gmtCreate":1667434146051,"gmtModify":1676537916478,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Apple will not be alone.&nbsp;","listText":"Apple will not be alone.&nbsp;","text":"Apple will not be alone.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9985542460","repostId":"1124568203","repostType":4,"repost":{"id":"1124568203","pubTimestamp":1667433606,"share":"https://ttm.financial/m/news/1124568203?lang=&edition=fundamental","pubTime":"2022-11-03 08:00","market":"us","language":"en","title":"Apple Now Valued at More Than Amazon, Alphabet and Meta — Combined","url":"https://stock-news.laohu8.com/highlight/detail?id=1124568203","media":"MarketWatch","summary":"Apple Inc. shares have held up far better than those of its Big Tech peers over the past month, and ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/f49e61e893d9c472d02d149b2fa866b5\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Apple Inc. shares have held up far better than those of its Big Tech peers over the past month, and that’s helped the company to a staggering feat: The smartphone giant is now worth more than Alphabet Inc., Amazon.com Inc. and Meta Platforms Inc. combined.</p><p>Apple finished Wednesday’s session with a $2.307 trillion market capitalization, according to Dow Jones Market Data. Alphabet, Amazon and Meta were worth a combined $2.306 trillion.</p><p>The comparison was flagged on Twitter by financial YouTuber Joseph Carlson.</p><p>The contrast illustrates the sharp comedown in technology shares this year. Apple was worth $2.913 trillion to close out 2021, according to Dow Jones Market Data. The grouping of Alphabet, Amazon and Meta was worth $4.410 trillion at that time.</p><p>Apple’s stock has outperformed those of its three tech peers over both the past month and the course of 2022.</p><p>Shares of Apple are up 4.9% in the past month, while shares of Alphabet are down 9.1%, shares of Amazon are off 18.5% and shares of Meta are down 33.3%. On a year-to-date basis, Apple’s stock has lost 18.3%, while Alphabet’s has declined 40.5%, Amazon’s has fallen 44.7% and Meta’s has plunged 73.1%.</p><p>Apple’s stock has also had a better start to the week than any of those other three Big Tech names, though all four are down.</p><p>The four companies each reported earnings last week, and only Apple’s numbers were met with a positive stock reaction. Since then, Meta fell below a $300 billion valuation for the first time since February 2016. It was valued at $240 billion as of Wednesday’s close.</p><p>Meanwhile, Amazon’s stock has declined in each of the past six trading sessions, and the company on Tuesday fell out of trillion-dollar territory for the first time since April 2020.</p><p>Bernstein analyst Mark Shmulik recently highlighted the challenges facing the big internet companies in what he called an “autopsy” of their latest results. He noted that Alphabet, Amazon and Meta now have to show “perfection” as they all have diversified businesses and investors are more prone to nitpicking signs of weakness in any one of those area amid this choppy market climate.</p></body></html>","source":"lsy1603348471595","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>Apple Now Valued at More Than Amazon, Alphabet and Meta — Combined</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\">\nApple Now Valued at More Than Amazon, Alphabet and Meta — Combined\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/apple-now-valued-at-more-than-amazon-alphabet-and-meta-combined-11667430617?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc. shares have held up far better than those of its Big Tech peers over the past month, and that’s helped the company to a staggering feat: The smartphone giant is now worth more than Alphabet...</p>\n\n<a href=\"https://www.marketwatch.com/story/apple-now-valued-at-more-than-amazon-alphabet-and-meta-combined-11667430617?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOGL":"谷歌A","AMZN":"亚马逊","META":"Meta Platforms, Inc."},"source_url":"https://www.marketwatch.com/story/apple-now-valued-at-more-than-amazon-alphabet-and-meta-combined-11667430617?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124568203","content_text":"Apple Inc. shares have held up far better than those of its Big Tech peers over the past month, and that’s helped the company to a staggering feat: The smartphone giant is now worth more than Alphabet Inc., Amazon.com Inc. and Meta Platforms Inc. combined.Apple finished Wednesday’s session with a $2.307 trillion market capitalization, according to Dow Jones Market Data. Alphabet, Amazon and Meta were worth a combined $2.306 trillion.The comparison was flagged on Twitter by financial YouTuber Joseph Carlson.The contrast illustrates the sharp comedown in technology shares this year. Apple was worth $2.913 trillion to close out 2021, according to Dow Jones Market Data. The grouping of Alphabet, Amazon and Meta was worth $4.410 trillion at that time.Apple’s stock has outperformed those of its three tech peers over both the past month and the course of 2022.Shares of Apple are up 4.9% in the past month, while shares of Alphabet are down 9.1%, shares of Amazon are off 18.5% and shares of Meta are down 33.3%. On a year-to-date basis, Apple’s stock has lost 18.3%, while Alphabet’s has declined 40.5%, Amazon’s has fallen 44.7% and Meta’s has plunged 73.1%.Apple’s stock has also had a better start to the week than any of those other three Big Tech names, though all four are down.The four companies each reported earnings last week, and only Apple’s numbers were met with a positive stock reaction. Since then, Meta fell below a $300 billion valuation for the first time since February 2016. It was valued at $240 billion as of Wednesday’s close.Meanwhile, Amazon’s stock has declined in each of the past six trading sessions, and the company on Tuesday fell out of trillion-dollar territory for the first time since April 2020.Bernstein analyst Mark Shmulik recently highlighted the challenges facing the big internet companies in what he called an “autopsy” of their latest results. He noted that Alphabet, Amazon and Meta now have to show “perfection” as they all have diversified businesses and investors are more prone to nitpicking signs of weakness in any one of those area amid this choppy market climate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983219373,"gmtCreate":1666242858192,"gmtModify":1676537729000,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Be patience. Wait for the right entry price.","listText":"Be patience. Wait for the right entry price.","text":"Be patience. Wait for the right entry price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9983219373","repostId":"2276745435","repostType":4,"repost":{"id":"2276745435","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1666219547,"share":"https://ttm.financial/m/news/2276745435?lang=&edition=fundamental","pubTime":"2022-10-20 06:45","market":"us","language":"en","title":"Tesla Sees 2022 Delivery Miss, Q3 Revenue Comes in Below Forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=2276745435","media":"Reuters","summary":"(Reuters) -$Tesla Inc (TSLA)$ Chief Executive Elon Musk on Wednesday said he expected the company would miss its vehicle delivery targets this year, but downplayed concerns about softening demand afte","content":"<html><head></head><body><p>(Reuters) -<a href=\"https://laohu8.com/S/TSLA\">Tesla Inc </a> Chief Executive Elon Musk on Wednesday said he expected the company would miss its vehicle delivery targets this year, but downplayed concerns about softening demand after the company&#39;s revenue missed Wall Street estimates.</p><p>The billionaire told analysts on a conference call there was excellent demand for the fourth quarter, addressing investor concern that buyers could be discouraged by the weak global economy and high prices for Tesla vehicles.</p><p>But he said some logistics challenges would persist, with fourth-quarter deliveries tracking under 50% growth while production hit 50% growth.</p><p>&#34;I wouldn&#39;t say we&#39;re recession proof, but it&#39;s certainly recession resilient,&#34; he said.</p><p>Shares fell 6.28% in after-market trading.</p><p><img src=\"https://static.tigerbbs.com/158a86665b6e0842ed94e776cf18cd84\" tg-width=\"860\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/></p><p>Tesla is expanding fast despite global economic jitters, and investors are closely watching for signs that the cooling economy would hurt demand.</p><p><b>The company&#39;s third-quarter automotive gross margin was 27.9%, missing analysts&#39; estimates and down from 30.5% a year earlier.</b></p><p><b>Tesla&#39;s revenue for the third quarter was $21.45 billion, a record but short of analysts&#39; estimates of $21.96 billion</b>, according to IBES data from Refinitiv.</p><p>The company said it had a negative foreign exchange impact of $250 million on its earnings as the U.S. dollar strengthened against major currencies.</p><p>&#34;Raw material cost inflation impacted our profitability along with ramp inefficiencies&#34; from its new factories in Berlin and Texas, and the production of its new 4680 batteries, according to Tesla&#39;s statement. Musk added that production of the 4680 battery was gaining rapid traction, although executive Andrew Baglino said, &#34;There are challenges still ahead that we have not yet surpassed. No doubt.&#34;</p><p>Musk also said the company has the ability to do a stock buyback in the range of $5 billion to $10 billion, pending board review and approval.</p><h3>PATH TO PASS APPLE MARKET SHARE</h3><p>Early this month, Tesla said it delivered 35% more vehicles in the July-September period than in the previous quarter, but the record number was shy of vehicle production and analysts&#39; estimates.</p><p>The electric vehicle pioneer has seen its shares tumble about 50% from record highs last November as investors were spooked by a cooling global economy and Musk&#39;s bid to buy social media company <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>.</p><p>Musk told the conference call he saw a path for Tesla to be worth more than two mammoth companies, Apple Inc (AAPL.O) and Saudi Aramco (2222.SE), combined. Tesla&#39;s market cap is now under $700 billion, while Apple is worth $2.3 trillion and oil producer Saudi Aramco is worth $2.1 trillion.</p><p>Analysts had expected Musk to voice optimism about Tesla in the conference call. Musk has been trying to raise cash to fund his $44 billion deal to take Twitter Inc private. Some experts say Musk may need to sell about $3 billion more in stock after the earnings announcement to help fund the deal.</p><p>Musk on Wednesday said he was excited about his pending acquisition of Twitter Inc (TWTR.N), although he and other investors were overpaying for the social media company.</p><p>Musk also said Tesla&#39;s Cybertruck pick-up truck was on track to enter production in the middle of next year and its heavy duty semi truck, which will begin deliveries later this year, could see 50,000 units in North America in 2024.</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>Tesla Sees 2022 Delivery Miss, Q3 Revenue Comes in Below Forecast</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 Sees 2022 Delivery Miss, Q3 Revenue Comes in Below Forecast\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-20 06:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) -<a href=\"https://laohu8.com/S/TSLA\">Tesla Inc </a> Chief Executive Elon Musk on Wednesday said he expected the company would miss its vehicle delivery targets this year, but downplayed concerns about softening demand after the company&#39;s revenue missed Wall Street estimates.</p><p>The billionaire told analysts on a conference call there was excellent demand for the fourth quarter, addressing investor concern that buyers could be discouraged by the weak global economy and high prices for Tesla vehicles.</p><p>But he said some logistics challenges would persist, with fourth-quarter deliveries tracking under 50% growth while production hit 50% growth.</p><p>&#34;I wouldn&#39;t say we&#39;re recession proof, but it&#39;s certainly recession resilient,&#34; he said.</p><p>Shares fell 6.28% in after-market trading.</p><p><img src=\"https://static.tigerbbs.com/158a86665b6e0842ed94e776cf18cd84\" tg-width=\"860\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/></p><p>Tesla is expanding fast despite global economic jitters, and investors are closely watching for signs that the cooling economy would hurt demand.</p><p><b>The company&#39;s third-quarter automotive gross margin was 27.9%, missing analysts&#39; estimates and down from 30.5% a year earlier.</b></p><p><b>Tesla&#39;s revenue for the third quarter was $21.45 billion, a record but short of analysts&#39; estimates of $21.96 billion</b>, according to IBES data from Refinitiv.</p><p>The company said it had a negative foreign exchange impact of $250 million on its earnings as the U.S. dollar strengthened against major currencies.</p><p>&#34;Raw material cost inflation impacted our profitability along with ramp inefficiencies&#34; from its new factories in Berlin and Texas, and the production of its new 4680 batteries, according to Tesla&#39;s statement. Musk added that production of the 4680 battery was gaining rapid traction, although executive Andrew Baglino said, &#34;There are challenges still ahead that we have not yet surpassed. No doubt.&#34;</p><p>Musk also said the company has the ability to do a stock buyback in the range of $5 billion to $10 billion, pending board review and approval.</p><h3>PATH TO PASS APPLE MARKET SHARE</h3><p>Early this month, Tesla said it delivered 35% more vehicles in the July-September period than in the previous quarter, but the record number was shy of vehicle production and analysts&#39; estimates.</p><p>The electric vehicle pioneer has seen its shares tumble about 50% from record highs last November as investors were spooked by a cooling global economy and Musk&#39;s bid to buy social media company <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>.</p><p>Musk told the conference call he saw a path for Tesla to be worth more than two mammoth companies, Apple Inc (AAPL.O) and Saudi Aramco (2222.SE), combined. Tesla&#39;s market cap is now under $700 billion, while Apple is worth $2.3 trillion and oil producer Saudi Aramco is worth $2.1 trillion.</p><p>Analysts had expected Musk to voice optimism about Tesla in the conference call. Musk has been trying to raise cash to fund his $44 billion deal to take Twitter Inc private. Some experts say Musk may need to sell about $3 billion more in stock after the earnings announcement to help fund the deal.</p><p>Musk on Wednesday said he was excited about his pending acquisition of Twitter Inc (TWTR.N), although he and other investors were overpaying for the social media company.</p><p>Musk also said Tesla&#39;s Cybertruck pick-up truck was on track to enter production in the middle of next year and its heavy duty semi truck, which will begin deliveries later this year, could see 50,000 units in North America in 2024.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276745435","content_text":"(Reuters) -Tesla Inc  Chief Executive Elon Musk on Wednesday said he expected the company would miss its vehicle delivery targets this year, but downplayed concerns about softening demand after the company's revenue missed Wall Street estimates.The billionaire told analysts on a conference call there was excellent demand for the fourth quarter, addressing investor concern that buyers could be discouraged by the weak global economy and high prices for Tesla vehicles.But he said some logistics challenges would persist, with fourth-quarter deliveries tracking under 50% growth while production hit 50% growth.\"I wouldn't say we're recession proof, but it's certainly recession resilient,\" he said.Shares fell 6.28% in after-market trading.Tesla is expanding fast despite global economic jitters, and investors are closely watching for signs that the cooling economy would hurt demand.The company's third-quarter automotive gross margin was 27.9%, missing analysts' estimates and down from 30.5% a year earlier.Tesla's revenue for the third quarter was $21.45 billion, a record but short of analysts' estimates of $21.96 billion, according to IBES data from Refinitiv.The company said it had a negative foreign exchange impact of $250 million on its earnings as the U.S. dollar strengthened against major currencies.\"Raw material cost inflation impacted our profitability along with ramp inefficiencies\" from its new factories in Berlin and Texas, and the production of its new 4680 batteries, according to Tesla's statement. Musk added that production of the 4680 battery was gaining rapid traction, although executive Andrew Baglino said, \"There are challenges still ahead that we have not yet surpassed. No doubt.\"Musk also said the company has the ability to do a stock buyback in the range of $5 billion to $10 billion, pending board review and approval.PATH TO PASS APPLE MARKET SHAREEarly this month, Tesla said it delivered 35% more vehicles in the July-September period than in the previous quarter, but the record number was shy of vehicle production and analysts' estimates.The electric vehicle pioneer has seen its shares tumble about 50% from record highs last November as investors were spooked by a cooling global economy and Musk's bid to buy social media company Twitter.Musk told the conference call he saw a path for Tesla to be worth more than two mammoth companies, Apple Inc (AAPL.O) and Saudi Aramco (2222.SE), combined. Tesla's market cap is now under $700 billion, while Apple is worth $2.3 trillion and oil producer Saudi Aramco is worth $2.1 trillion.Analysts had expected Musk to voice optimism about Tesla in the conference call. Musk has been trying to raise cash to fund his $44 billion deal to take Twitter Inc private. Some experts say Musk may need to sell about $3 billion more in stock after the earnings announcement to help fund the deal.Musk on Wednesday said he was excited about his pending acquisition of Twitter Inc (TWTR.N), although he and other investors were overpaying for the social media company.Musk also said Tesla's Cybertruck pick-up truck was on track to enter production in the middle of next year and its heavy duty semi truck, which will begin deliveries later this year, could see 50,000 units in North America in 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983210743,"gmtCreate":1666242771382,"gmtModify":1676537728992,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Wait for 175","listText":"Wait for 175","text":"Wait for 175","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9983210743","repostId":"2276745435","repostType":4,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989850385,"gmtCreate":1665972783847,"gmtModify":1676537685387,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"The price is&nbsp;still too high","listText":"The price is&nbsp;still too high","text":"The price is still too high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989850385","repostId":"2275997619","repostType":4,"repost":{"id":"2275997619","pubTimestamp":1665965377,"share":"https://ttm.financial/m/news/2275997619?lang=&edition=fundamental","pubTime":"2022-10-17 08:09","market":"us","language":"en","title":"Microsoft: Don't Lose Your Money","url":"https://stock-news.laohu8.com/highlight/detail?id=2275997619","media":"seekingalpha","summary":"Article ThesisMicrosoft is a very high-quality company with growth tailwinds that seems poised for c","content":"<html><head></head><body><h2>Article Thesis</h2><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> is a very high-quality company with growth tailwinds that seems poised for compelling total returns in the long run from the current level. And yet, famous short seller Hedgeye recently recommended Microsoft as a compelling short idea. I do not believe that MSFT is a great short pick at current valuations, as I will lay out in this article, and I do believe that shorting Microsoft could be a money-losing idea. Both from a valuation perspective and from a business-quality perspective, there are way better short ideas available for those that are interested in shorting individual stocks.</p><h2>One Of The Highest-Quality Companies In The World</h2><p>I do believe that Microsoft can be described as a company of excellent quality. This belief is based on several factors. The first one is Microsoft&#39;s excellent balance sheet. As one of just two companies in the world, it holds an AAA credit rating, the other one being Johnson &amp; Johnson (JNJ). In other words, rating agencies believe that a Microsoft default is less likely than a US government default, showcasing the exceptionally low financial risks for Microsoft.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8867c1fbb4246270415a1cd091cbbf3\" tg-width=\"621\" tg-height=\"653\" width=\"100%\" height=\"auto\"/><span>Microsoft 10-K</span></p><p>The company holds a net cash position of $58 billion, as we can see in the above excerpt from Microsoft&#39;s most recent 10-K. That is equal to about 4% of the company&#39;s current market capitalization, which is a much stronger cash balance compared to what most other companies operate with.</p><p>Microsoft has many other strengths on top of that, however. Its returns on capital and margins are excellent, for example:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a7aff828b3a71aec73673706888c66a\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Microsoft&#39;s net profit margin stands at a very high level of 37%, which has several advantages. First, it means that Microsoft will earn a large amount of money on incremental sales, meaning that business growth is highly profitable for investors over time. On top of that, the very high profit margin protects Microsoft from downturns. If inflation (e.g., for employee compensation) were to hurt Microsoft&#39;s profit margins by a couple hundred of base points, the company could easily stomach that. A company operating with low profit margins would see its net profits get devastated in the same scenario.</p><p>Microsoft&#39;s quality is also showcased by its recession resilience. Many of the company&#39;s products are essential for business and how we live our lives, such as the Windows operating system and the Microsoft Office suite. Not surprisingly, MSFT has seen its revenue remain very resilient versus past crises:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d61ed5cee2c7605de079a25d05558c6\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Since the company went public around 40 years ago, there was barely any revenue decline. During the Great Recession and in 2016 revenues dropped marginally, but that was by far not enough to threaten the company&#39;s profitability meaningfully. The company thus also didn&#39;t have to cut its dividend in those times, although it should be noted that its dividend yield is rather low, making MSFT far from a great income pick. Still, the resilience versus recessions and other types of macro issues such as the pandemic is great for long-term holders, especially for those that are looking for a sleep-well-at-night pick.</p><p>Last but not least, Microsoft also has strong management in place. Its current CEO Satya Nadella has guided the company very well for years and has identified clear growth trends such as mobile and cloud computing.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dfefa57d6b64416d48801e928cca287\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Insiders own a little more than 6% of the company, and that amount has been growing over the years. That amounts to around $100 billion that insiders have invested in the company, leading to strong alignment with other shareholders -- there&#39;s thus little risk that the company&#39;s executives will pursue strategies that will not create value for the company&#39;s owners.</p><p>Microsoft thus is a company of great quality, but there are two other reasons on top of that why I believe that shorting MSFT is far from a great idea here.</p><h2>Microsoft Has A Compelling Growth Outlook</h2><p>First, the company should experience considerable business growth and even stronger earnings per share growth over the coming years. As we have seen earlier, recessions have barely any impact on Microsoft, thus the current economic downturn does not seem like a reason to worry too much. In the long run, several macro trends are poised to lead to significant revenue gains for the company. With Azure, Microsoft is one of the leading cloud computing companies in the world. The cloud computing market is forecasted to grow at an annual rate of 16% between 2022 and 2028 according to this study. As one of the leading players in this space, Microsoft should get a sizeable portion of the to-be-created market opportunity.</p><p>Its legacy businesses Windows and Office will be growing less, but will deliver some growth nevertheless. Price increases and some additions of new customers, e.g., due to digitalization in developing countries, should allow for a meaningful growth rate, even though double-digit revenue gains are unlikely in those segments in the long run. Microsoft&#39;s gaming business is not overly large yet, relative to the company&#39;s size overall, but keeps growing, and its pending acquisition of Activision Blizzard (ATVI) should accelerate Microsoft&#39;s growth potential in that space further, due to MSFT getting access to strong IP and ATVI&#39;s talent.</p><p>Between these growth drivers, Microsoft is forecasted to see its revenue grow by double-digits every year through 2030:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf181a8ec76d71463172fe8fbd9b386c\" tg-width=\"640\" tg-height=\"308\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>Of course, forecasting revenues 5 or 8 years from now comes with considerable uncertainties. So let&#39;s assume that actual growth will be just half as high as expected, even though Microsoft has a history of outperforming expectations -- it has beaten revenue estimates in 9 out of the last 10 quarters. If revenue growth is just half as high as expected, that would pencil out to an annual growth rate of around 6%. That would still be far from bad. Earnings per share growth should be higher, due to the impact of share repurchases. With Microsoft trading at a low 20s earnings multiple today, it can repurchase shares at a pretty meaningful pace.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d51d10a185ef2b1dc2550e9e1af574a5\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Buybacks have totaled $31 billion over the last year, equal to around 2% of the company&#39;s market capitalization. The buyback amount has been steadily growing, however, which is why I believe that future buybacks will be higher. But even with 2% of its shares being bought back per year, Microsoft&#39;s earnings per share would likely grow at a pace of 8% in the 6% revenue growth scenario.</p><p>Thus, when we expect that MSFT will massively underperform expectations and grow just half as much as forecasted, even though MSFT has a history of performing <i>better</i> than expected, Microsoft still should deliver a high-single-digit earnings per share growth rate. Shorting unprofitable companies, or those with declining profits, seems like a better idea to me compared to shorting highly profitable companies with good earnings growth outlooks that can buy back shares at a hefty pace.</p><h2>Microsoft: Valuation Is Undemanding</h2><p>Last but not least, there&#39;s a final reason why I believe that Microsoft is far from a great short today. In fact, I believe that MSFT is suitable for a long investment at current prices.</p><p>The company&#39;s valuation was pretty high a year ago, but has come down to a very reasonable level in the recent past:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a51094907a3d1bd7cf5fb0cc2b99110\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>At current prices, Microsoft trades for a low-20s earnings multiple, while next year&#39;s earnings multiple is even lower, at just 19. That is, I believe, an inexpensive valuation for a company of great quality that has a compelling growth outlook. Also, very telling, it represents a clear discount compared to how Microsoft was valued over the last three and five years. In fact, its valuation could expand by close to 50% for the company to trade in line with the averages over the last 3 and 5 years. The 10-year median earnings multiple is lower, but still around 20% higher than the company&#39;s current valuation. This suggests that right now is a relatively opportune time to add shares of Microsoft. At the same time, with MSFT trading below the historic valuation norm today, it looks like a rather bad time to enter a short position. Microsoft was trading at a historically high earnings multiple of 36 at the beginning of the year -- it would have been a much better short back then. But shares have dropped more than 30% since then, and now they don&#39;t look like a good short at all, I believe.</p><h2>Takeaway</h2><p>Microsoft is a great company with a compelling long-term growth outlook. At the same time, its current valuation is below the historically normal range today. I thus believe that right now is a bad time to enter a short position in Microsoft stock, especially as it has proven to be very resilient versus recessions in the past.</p><p>Of course, every stock could decline during an ongoing market downturn. But if one wants to speculate on that, shorting the indices could be a better idea. Alternatively, shorting non-profitable or highly leveraged companies could be a solid way to play an ongoing market downturn. But shorting one of the highest-quality companies in the world while it is trading at a clear discount compared to how it used to be valued does not seem like a good strategy to me -- it could lose short sellers a lot of money.</p></body></html>","source":"seekingalpha","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>Microsoft: Don't Lose Your Money</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\">\nMicrosoft: Don't Lose Your Money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 08:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546707-microsoft-dont-lose-your-money><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Article ThesisMicrosoft is a very high-quality company with growth tailwinds that seems poised for compelling total returns in the long run from the current level. And yet, famous short seller Hedgeye...</p>\n\n<a href=\"https://seekingalpha.com/article/4546707-microsoft-dont-lose-your-money\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4546707-microsoft-dont-lose-your-money","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2275997619","content_text":"Article ThesisMicrosoft is a very high-quality company with growth tailwinds that seems poised for compelling total returns in the long run from the current level. And yet, famous short seller Hedgeye recently recommended Microsoft as a compelling short idea. I do not believe that MSFT is a great short pick at current valuations, as I will lay out in this article, and I do believe that shorting Microsoft could be a money-losing idea. Both from a valuation perspective and from a business-quality perspective, there are way better short ideas available for those that are interested in shorting individual stocks.One Of The Highest-Quality Companies In The WorldI do believe that Microsoft can be described as a company of excellent quality. This belief is based on several factors. The first one is Microsoft's excellent balance sheet. As one of just two companies in the world, it holds an AAA credit rating, the other one being Johnson & Johnson (JNJ). In other words, rating agencies believe that a Microsoft default is less likely than a US government default, showcasing the exceptionally low financial risks for Microsoft.Microsoft 10-KThe company holds a net cash position of $58 billion, as we can see in the above excerpt from Microsoft's most recent 10-K. That is equal to about 4% of the company's current market capitalization, which is a much stronger cash balance compared to what most other companies operate with.Microsoft has many other strengths on top of that, however. Its returns on capital and margins are excellent, for example:Data by YChartsMicrosoft's net profit margin stands at a very high level of 37%, which has several advantages. First, it means that Microsoft will earn a large amount of money on incremental sales, meaning that business growth is highly profitable for investors over time. On top of that, the very high profit margin protects Microsoft from downturns. If inflation (e.g., for employee compensation) were to hurt Microsoft's profit margins by a couple hundred of base points, the company could easily stomach that. A company operating with low profit margins would see its net profits get devastated in the same scenario.Microsoft's quality is also showcased by its recession resilience. Many of the company's products are essential for business and how we live our lives, such as the Windows operating system and the Microsoft Office suite. Not surprisingly, MSFT has seen its revenue remain very resilient versus past crises:Data by YChartsSince the company went public around 40 years ago, there was barely any revenue decline. During the Great Recession and in 2016 revenues dropped marginally, but that was by far not enough to threaten the company's profitability meaningfully. The company thus also didn't have to cut its dividend in those times, although it should be noted that its dividend yield is rather low, making MSFT far from a great income pick. Still, the resilience versus recessions and other types of macro issues such as the pandemic is great for long-term holders, especially for those that are looking for a sleep-well-at-night pick.Last but not least, Microsoft also has strong management in place. Its current CEO Satya Nadella has guided the company very well for years and has identified clear growth trends such as mobile and cloud computing.Data by YChartsInsiders own a little more than 6% of the company, and that amount has been growing over the years. That amounts to around $100 billion that insiders have invested in the company, leading to strong alignment with other shareholders -- there's thus little risk that the company's executives will pursue strategies that will not create value for the company's owners.Microsoft thus is a company of great quality, but there are two other reasons on top of that why I believe that shorting MSFT is far from a great idea here.Microsoft Has A Compelling Growth OutlookFirst, the company should experience considerable business growth and even stronger earnings per share growth over the coming years. As we have seen earlier, recessions have barely any impact on Microsoft, thus the current economic downturn does not seem like a reason to worry too much. In the long run, several macro trends are poised to lead to significant revenue gains for the company. With Azure, Microsoft is one of the leading cloud computing companies in the world. The cloud computing market is forecasted to grow at an annual rate of 16% between 2022 and 2028 according to this study. As one of the leading players in this space, Microsoft should get a sizeable portion of the to-be-created market opportunity.Its legacy businesses Windows and Office will be growing less, but will deliver some growth nevertheless. Price increases and some additions of new customers, e.g., due to digitalization in developing countries, should allow for a meaningful growth rate, even though double-digit revenue gains are unlikely in those segments in the long run. Microsoft's gaming business is not overly large yet, relative to the company's size overall, but keeps growing, and its pending acquisition of Activision Blizzard (ATVI) should accelerate Microsoft's growth potential in that space further, due to MSFT getting access to strong IP and ATVI's talent.Between these growth drivers, Microsoft is forecasted to see its revenue grow by double-digits every year through 2030:Seeking AlphaOf course, forecasting revenues 5 or 8 years from now comes with considerable uncertainties. So let's assume that actual growth will be just half as high as expected, even though Microsoft has a history of outperforming expectations -- it has beaten revenue estimates in 9 out of the last 10 quarters. If revenue growth is just half as high as expected, that would pencil out to an annual growth rate of around 6%. That would still be far from bad. Earnings per share growth should be higher, due to the impact of share repurchases. With Microsoft trading at a low 20s earnings multiple today, it can repurchase shares at a pretty meaningful pace.Data by YChartsBuybacks have totaled $31 billion over the last year, equal to around 2% of the company's market capitalization. The buyback amount has been steadily growing, however, which is why I believe that future buybacks will be higher. But even with 2% of its shares being bought back per year, Microsoft's earnings per share would likely grow at a pace of 8% in the 6% revenue growth scenario.Thus, when we expect that MSFT will massively underperform expectations and grow just half as much as forecasted, even though MSFT has a history of performing better than expected, Microsoft still should deliver a high-single-digit earnings per share growth rate. Shorting unprofitable companies, or those with declining profits, seems like a better idea to me compared to shorting highly profitable companies with good earnings growth outlooks that can buy back shares at a hefty pace.Microsoft: Valuation Is UndemandingLast but not least, there's a final reason why I believe that Microsoft is far from a great short today. In fact, I believe that MSFT is suitable for a long investment at current prices.The company's valuation was pretty high a year ago, but has come down to a very reasonable level in the recent past:Data by YChartsAt current prices, Microsoft trades for a low-20s earnings multiple, while next year's earnings multiple is even lower, at just 19. That is, I believe, an inexpensive valuation for a company of great quality that has a compelling growth outlook. Also, very telling, it represents a clear discount compared to how Microsoft was valued over the last three and five years. In fact, its valuation could expand by close to 50% for the company to trade in line with the averages over the last 3 and 5 years. The 10-year median earnings multiple is lower, but still around 20% higher than the company's current valuation. This suggests that right now is a relatively opportune time to add shares of Microsoft. At the same time, with MSFT trading below the historic valuation norm today, it looks like a rather bad time to enter a short position. Microsoft was trading at a historically high earnings multiple of 36 at the beginning of the year -- it would have been a much better short back then. But shares have dropped more than 30% since then, and now they don't look like a good short at all, I believe.TakeawayMicrosoft is a great company with a compelling long-term growth outlook. At the same time, its current valuation is below the historically normal range today. I thus believe that right now is a bad time to enter a short position in Microsoft stock, especially as it has proven to be very resilient versus recessions in the past.Of course, every stock could decline during an ongoing market downturn. But if one wants to speculate on that, shorting the indices could be a better idea. Alternatively, shorting non-profitable or highly leveraged companies could be a solid way to play an ongoing market downturn. But shorting one of the highest-quality companies in the world while it is trading at a clear discount compared to how it used to be valued does not seem like a good strategy to me -- it could lose short sellers a lot of money.","news_type":1},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989827480,"gmtCreate":1665972719040,"gmtModify":1676537685361,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Metaverse&nbsp;is unreal and is a dream but many people like to stay is the dream","listText":"Metaverse&nbsp;is unreal and is a dream but many people like to stay is the dream","text":"Metaverse is unreal and is a dream but many people like to stay is the dream","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989827480","repostId":"1114716682","repostType":4,"repost":{"id":"1114716682","pubTimestamp":1665966273,"share":"https://ttm.financial/m/news/1114716682?lang=&edition=fundamental","pubTime":"2022-10-17 08:24","market":"us","language":"en","title":"Company Documents Show Meta’s Flagship Metaverse Falling Short","url":"https://stock-news.laohu8.com/highlight/detail?id=1114716682","media":"The Wall Street Journal","summary":"Nearly a year after Mark Zuckerberg rebranded Facebook as Meta Platforms Inc..While Mr. Zuckerberg h","content":"<html><head></head><body><p>Nearly a year after Mark Zuckerberg rebranded Facebook as <a href=\"https://laohu8.com/S/META\">Meta Platforms Inc.</a>.</p><p>While Mr. Zuckerberg has said the transition to a more immersive online experience will take years, the company’s flagship metaverse offering for consumers, Horizon Worlds, is falling short of internal performance expectations.</p><p>Meta initially set a goal of reaching 500,000 monthly active users for Horizon Worlds by the end of this year, but in recent weeks revised that figure to 280,000. The current tally is less than 200,000, the documents show.</p><p>Most visitors to Horizon generally don’t return to the app after the first month, and the user base has steadily declined since the spring, according to the documents, which include internal memos from employees.</p><p>By comparison, Meta’s social-media products, including Facebook, Instagram and WhatsApp, together attract more than 3.5 billion average monthly users—a figure equivalent to almost half the world’s population. Horizon is currently reaching less than the population of Sioux Falls, S.D.</p><p>Horizon is designed to be a sprawling collection of interactive virtual spaces, or worlds, in which users appearing as avatars can shop, party and work. Yet there are rarely any girls in the Hot Girl Summer Rooftop Pool Party, and in Murder Village there is often no one to kill. Even the company’s showcase worlds, such as Questy’s, a virtual arcade featured in a Super Bowl commercial earlier this year, are mostly barren of users.</p><p>According to internal statistics, only 9% of worlds built by creators are ever visited by at least 50 people. Most are never visited at all.</p><p>“An empty world is a sad world,” said one document summarizing the company’s efforts to herd users toward venues where they would encounter others.</p><p><img src=\"https://static.tigerbbs.com/07df1cd0b3c36cc708f45f5f54802d3a\" tg-width=\"700\" tg-height=\"402\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Questy’s, a virtual arcade featured in a Super Bowl commercial, hasn’t drawn many users.</p><p>A Meta spokesman said the company’s metaverse efforts were always intended to be a multiyear project, and that it is making improvements, including many designed to keep users safe. He said it is easy to be a cynic about the metaverse, but that the company continues to believe it is the future of computing.</p><p>Horizon is accessible through Meta’s Quest virtual-reality headsets, which offer a range of games and activities. Quest retention rates, meaning continued use by owners, have dropped in each of the past three years, the documents show. More than half of Quest headsets—the entry model costs about $400—aren’t in use six months after they are purchased, according to people familiar with the data.</p><p>In a survey of Horizon users, Meta researchers said users reported that they couldn’t find metaverse worlds they liked and couldn’t find other people to hang out with. Other complaints included that “people do not look real” and that the avatars don’t have legs.</p><p>The researchers noted that the survey included only 514 people because the available pool of users to survey is “small and precious.”</p><p>The number of Horizon users online at the same time, known as concurrency, trails far behind both the socially focused upstart VR Chat and Second Life, the pioneering cyberworld that was launched in 2003, said people familiar with the matter.</p><p>To deal with persistent bugs and user complaints, Meta last month quietly put Horizon on “lockdown,” meaning it is pausing the launch of new features until it improves the current user experience, the documents show.</p><p>The company’s metaverse challenges coincide with business issues on other fronts, including increasing pressure on its digital-ad business and competition from social-media app TikTok. Meta shares are down more than 60% in the past year. The company has lost more than $700 billion in market value since the peak in September 2021.</p><p>At a metaverse-themed event on Tuesday, Mr. Zuckerberg unveiled a new virtual-reality headset called the Quest Pro, which is aimed at making it easier for architects, engineers and designers to work in the metaverse. With a $1,500 price tag, it isn’t aimed at average consumers, but Mr. Zuckerberg said it would set a new standard for metaverse technology. He also promised that avatars would soon get legs in Horizon.</p><p>Meta has said it plans to expand the experience to more people with a web version of Horizon for mobile devices and computers. It had said it planned to launch that version this year, but when asked on Tuesday if that was still the case, a spokesman said Meta didn’t have any launch dates to disclose.</p><p>Other tech giants, including <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp.</a> and Apple Inc., are developing products on the belief that the metaverse is the next digital frontier.</p><p>Rolf Illenberger, chief executive of virtual-reality software company VRdirect, said in an interview that Horizon has issues to address, but asked critics to have patience and recognize that the industry is still developing. “We’re trying to land on the moon, and people are complaining that the coffee machine’s not working,” he said.</p><p>The metaverse was supposed to offer Meta a fresh start as it faces other business pressures and negative publicity. The new strategy was announced weeks after the leak of thousands of pages of internal records documenting the business struggles and societal downsides of the company’s social-media products, documented in a Wall Street Journal series called The Facebook Files.</p><p>The company’s announcement that it was pivoting to focus on the metaverse kicked off a corporate rush to stake claims on the new format. Companies hired “chief metaverse officers.” Hucksters sold metaverse real estate. Luxury brands Balenciaga and Prada joined with Meta to promote digital clothes, and even liquor makers such as Absolut Vodka opened bars and distilleries in the metaverse.</p><p>In a Meta memo titled “AR, VR or the Metaverse: Which is the next billion-user platform?”, Dare Obasanjo, lead product manager for Horizon and the metaverse platform, wrote: “You will have freedom of identity and expression and can hang out, work, play, learn, shop, create and more in an endless number of virtual worlds that could not exist in real life.”</p><p>While Mr. Obasanjo said that the metaverse—which is accessible not just by virtual reality headsets but PCs, mobile phones and augmented-reality products such as smart glasses—has a better shot at mass adoption than augmented or virtual reality products, Meta hasn’t yet pulled together a strategy for investing in it.</p><p>“Currently it’s unclear where the metaverse fits in the investment framework,“ he wrote in the memo. ”We are overdue for a reassessment of how we invest and allocate resources.”</p><p>Meta has canceled or delayed early metaverse-related products, and current and former employees said there is disagreement inside the company about whether Horizon should be focused on games or, as is Mr. Zuckerberg’s preference, social connection.</p><p>In a memo last month announcing the lockdown of Horizon, which was first reported by the tech publication the Verge, Meta’s Metaverse Vice President Vishal Shah wrote that the core thesis for the metaverse has proven to be strong. But stability issues and complaints from creators, he said, are “making it too hard for our community to enjoy the magic of Horizon.”</p><p>Part of the problem, he said, is that Meta employees aren’t using the product enough themselves. “The simple truth is, if we don’t love it, how can we expect our users to love it?” he wrote.</p><p>Among the persistent complaints from early adopters and testers, according to the documents, are that users have trouble adjusting to the technology, and that other users behave badly.</p><p>On a recent night, a female Journal reporter visited one of Horizon’s most popular virtual worlds, the Soapstone Comedy Club. It had about 20 users in it, all appearing as avatars. When the reporter introduced herself and tried to conduct an interview with a small group, one user replied: “You can report on me, baby.” The same user then asked her to expose herself.</p><p>One user who was flirting with a woman in the crowd was interrupted by what appeared to be his real-life girlfriend yelling obscenities at him in the background.</p><p>According to the documents, men outnumber women in Horizon by two to one. One safety feature Horizon has introduced is an option for users to create the equivalent of a 4-foot personal boundary for their avatars to deter unwanted physical contact.</p><p>The next day, a male Journal reporter visited a “house party” in which he was one of two people in attendance. He and the other avatar jumped into a boxing ring and fought for a round while wearing jack-o-lantern sparring headgear, then played beer pong. The other avatar never spoke and the game ended after about 10 minutes. The reporter’s avatar later fell into the pool and couldn’t figure out how to get out. There was no one around to help.</p><p>Some Horizon users said in interviews they already spend many hours a day in the metaverse, entranced by the serendipitous interaction it can yield. One user who said she was homebound after a kidney transplant said it was her principal source of recreation.</p><p>Beginners, however, can run into trouble.Carlos Silva, a 41-year-old IT project manager in Maryland, bought a Quest 2 and joined Horizon early last year hoping to find more social interaction during the pandemic. On the first day, when he went to the main meeting space, no one was there.</p><p>“I was like, you know, this is the whole reason why I bought this thing,” he said. “So I’m going to figure this out, how to find where to go and how to meet people.”</p><p>These days, he runs tours in Horizon every Wednesday, helping new players find their way around. He said interest in the tours peaked around last Christmas. Back then, he said, he was seeing up to 400 unique visitors per tour, but that number has dwindled to 150 or less in recent months. The metaverse, he said, is about “the future in like 10 years, not the future next year.”</p><p>Meta wants users like Mr. Silva to create their own worlds using Horizon’s tools, which allow them to take 3-D objects like cubes and spheres and shape them into things like trees and chairs. But less than 1% of users are creating their own worlds, the documents show.</p><p>Meta’s researchers found that, though many of Horizon’s early creators became unengaged, they could be won back. “Many say they would return if pain points are fixed,” read one memo about creation attrition.</p><p>Many of them were frustrated by another issue Meta is grappling with: how users can make money in the metaverse.</p><p>On other social-media platforms, including TikTok and Meta’s Instagram, influencers and other creators can make money through brand endorsements, among other things. There isn’t yet anything similar in the metaverse.</p><p>“Some creators have a desire to work full time in the metaverse,” said the Meta memo. “If there were full-time roles with the right compensation, some creators would make building the metaverse their full-time day job.”</p><p>While Meta has supported some worlds with bonus payments to the people responsible for them, efforts to promote other forms of commerce are still nascent. The most lucrative of Horizon’s worlds has cumulatively brought in $10,000 in “In-World Payments,” the documents show, and a feature to tip creators has yielded total payouts of $470.</p><p>Sheharzad Arshad, a 39-year-old graphic designer in Toronto, has built 18 worlds since January, some inspired by movies he loves. His most popular, “Spider-verse,” has drawn roughly 20,000 visitors since he published it in May.</p><p>He said the Quest 2 headset’s $399.99 sticker price is too steep for many of his friends and family, limiting the reach.</p><p>Nonetheless, he said, he intends to purchase the next version of the headset and dig even deeper into the metaverse. “The direction that they’re moving in, it’s really good,” he said.</p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Company Documents Show Meta’s Flagship Metaverse Falling Short</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCompany Documents Show Meta’s Flagship Metaverse Falling Short\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 08:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/meta-metaverse-horizon-worlds-zuckerberg-facebook-internal-documents-11665778961?mod=hp_lista_pos4><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nearly a year after Mark Zuckerberg rebranded Facebook as Meta Platforms Inc..While Mr. Zuckerberg has said the transition to a more immersive online experience will take years, the company’s flagship...</p>\n\n<a href=\"https://www.wsj.com/articles/meta-metaverse-horizon-worlds-zuckerberg-facebook-internal-documents-11665778961?mod=hp_lista_pos4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.wsj.com/articles/meta-metaverse-horizon-worlds-zuckerberg-facebook-internal-documents-11665778961?mod=hp_lista_pos4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114716682","content_text":"Nearly a year after Mark Zuckerberg rebranded Facebook as Meta Platforms Inc..While Mr. Zuckerberg has said the transition to a more immersive online experience will take years, the company’s flagship metaverse offering for consumers, Horizon Worlds, is falling short of internal performance expectations.Meta initially set a goal of reaching 500,000 monthly active users for Horizon Worlds by the end of this year, but in recent weeks revised that figure to 280,000. The current tally is less than 200,000, the documents show.Most visitors to Horizon generally don’t return to the app after the first month, and the user base has steadily declined since the spring, according to the documents, which include internal memos from employees.By comparison, Meta’s social-media products, including Facebook, Instagram and WhatsApp, together attract more than 3.5 billion average monthly users—a figure equivalent to almost half the world’s population. Horizon is currently reaching less than the population of Sioux Falls, S.D.Horizon is designed to be a sprawling collection of interactive virtual spaces, or worlds, in which users appearing as avatars can shop, party and work. Yet there are rarely any girls in the Hot Girl Summer Rooftop Pool Party, and in Murder Village there is often no one to kill. Even the company’s showcase worlds, such as Questy’s, a virtual arcade featured in a Super Bowl commercial earlier this year, are mostly barren of users.According to internal statistics, only 9% of worlds built by creators are ever visited by at least 50 people. Most are never visited at all.“An empty world is a sad world,” said one document summarizing the company’s efforts to herd users toward venues where they would encounter others.Questy’s, a virtual arcade featured in a Super Bowl commercial, hasn’t drawn many users.A Meta spokesman said the company’s metaverse efforts were always intended to be a multiyear project, and that it is making improvements, including many designed to keep users safe. He said it is easy to be a cynic about the metaverse, but that the company continues to believe it is the future of computing.Horizon is accessible through Meta’s Quest virtual-reality headsets, which offer a range of games and activities. Quest retention rates, meaning continued use by owners, have dropped in each of the past three years, the documents show. More than half of Quest headsets—the entry model costs about $400—aren’t in use six months after they are purchased, according to people familiar with the data.In a survey of Horizon users, Meta researchers said users reported that they couldn’t find metaverse worlds they liked and couldn’t find other people to hang out with. Other complaints included that “people do not look real” and that the avatars don’t have legs.The researchers noted that the survey included only 514 people because the available pool of users to survey is “small and precious.”The number of Horizon users online at the same time, known as concurrency, trails far behind both the socially focused upstart VR Chat and Second Life, the pioneering cyberworld that was launched in 2003, said people familiar with the matter.To deal with persistent bugs and user complaints, Meta last month quietly put Horizon on “lockdown,” meaning it is pausing the launch of new features until it improves the current user experience, the documents show.The company’s metaverse challenges coincide with business issues on other fronts, including increasing pressure on its digital-ad business and competition from social-media app TikTok. Meta shares are down more than 60% in the past year. The company has lost more than $700 billion in market value since the peak in September 2021.At a metaverse-themed event on Tuesday, Mr. Zuckerberg unveiled a new virtual-reality headset called the Quest Pro, which is aimed at making it easier for architects, engineers and designers to work in the metaverse. With a $1,500 price tag, it isn’t aimed at average consumers, but Mr. Zuckerberg said it would set a new standard for metaverse technology. He also promised that avatars would soon get legs in Horizon.Meta has said it plans to expand the experience to more people with a web version of Horizon for mobile devices and computers. It had said it planned to launch that version this year, but when asked on Tuesday if that was still the case, a spokesman said Meta didn’t have any launch dates to disclose.Other tech giants, including Microsoft Corp. and Apple Inc., are developing products on the belief that the metaverse is the next digital frontier.Rolf Illenberger, chief executive of virtual-reality software company VRdirect, said in an interview that Horizon has issues to address, but asked critics to have patience and recognize that the industry is still developing. “We’re trying to land on the moon, and people are complaining that the coffee machine’s not working,” he said.The metaverse was supposed to offer Meta a fresh start as it faces other business pressures and negative publicity. The new strategy was announced weeks after the leak of thousands of pages of internal records documenting the business struggles and societal downsides of the company’s social-media products, documented in a Wall Street Journal series called The Facebook Files.The company’s announcement that it was pivoting to focus on the metaverse kicked off a corporate rush to stake claims on the new format. Companies hired “chief metaverse officers.” Hucksters sold metaverse real estate. Luxury brands Balenciaga and Prada joined with Meta to promote digital clothes, and even liquor makers such as Absolut Vodka opened bars and distilleries in the metaverse.In a Meta memo titled “AR, VR or the Metaverse: Which is the next billion-user platform?”, Dare Obasanjo, lead product manager for Horizon and the metaverse platform, wrote: “You will have freedom of identity and expression and can hang out, work, play, learn, shop, create and more in an endless number of virtual worlds that could not exist in real life.”While Mr. Obasanjo said that the metaverse—which is accessible not just by virtual reality headsets but PCs, mobile phones and augmented-reality products such as smart glasses—has a better shot at mass adoption than augmented or virtual reality products, Meta hasn’t yet pulled together a strategy for investing in it.“Currently it’s unclear where the metaverse fits in the investment framework,“ he wrote in the memo. ”We are overdue for a reassessment of how we invest and allocate resources.”Meta has canceled or delayed early metaverse-related products, and current and former employees said there is disagreement inside the company about whether Horizon should be focused on games or, as is Mr. Zuckerberg’s preference, social connection.In a memo last month announcing the lockdown of Horizon, which was first reported by the tech publication the Verge, Meta’s Metaverse Vice President Vishal Shah wrote that the core thesis for the metaverse has proven to be strong. But stability issues and complaints from creators, he said, are “making it too hard for our community to enjoy the magic of Horizon.”Part of the problem, he said, is that Meta employees aren’t using the product enough themselves. “The simple truth is, if we don’t love it, how can we expect our users to love it?” he wrote.Among the persistent complaints from early adopters and testers, according to the documents, are that users have trouble adjusting to the technology, and that other users behave badly.On a recent night, a female Journal reporter visited one of Horizon’s most popular virtual worlds, the Soapstone Comedy Club. It had about 20 users in it, all appearing as avatars. When the reporter introduced herself and tried to conduct an interview with a small group, one user replied: “You can report on me, baby.” The same user then asked her to expose herself.One user who was flirting with a woman in the crowd was interrupted by what appeared to be his real-life girlfriend yelling obscenities at him in the background.According to the documents, men outnumber women in Horizon by two to one. One safety feature Horizon has introduced is an option for users to create the equivalent of a 4-foot personal boundary for their avatars to deter unwanted physical contact.The next day, a male Journal reporter visited a “house party” in which he was one of two people in attendance. He and the other avatar jumped into a boxing ring and fought for a round while wearing jack-o-lantern sparring headgear, then played beer pong. The other avatar never spoke and the game ended after about 10 minutes. The reporter’s avatar later fell into the pool and couldn’t figure out how to get out. There was no one around to help.Some Horizon users said in interviews they already spend many hours a day in the metaverse, entranced by the serendipitous interaction it can yield. One user who said she was homebound after a kidney transplant said it was her principal source of recreation.Beginners, however, can run into trouble.Carlos Silva, a 41-year-old IT project manager in Maryland, bought a Quest 2 and joined Horizon early last year hoping to find more social interaction during the pandemic. On the first day, when he went to the main meeting space, no one was there.“I was like, you know, this is the whole reason why I bought this thing,” he said. “So I’m going to figure this out, how to find where to go and how to meet people.”These days, he runs tours in Horizon every Wednesday, helping new players find their way around. He said interest in the tours peaked around last Christmas. Back then, he said, he was seeing up to 400 unique visitors per tour, but that number has dwindled to 150 or less in recent months. The metaverse, he said, is about “the future in like 10 years, not the future next year.”Meta wants users like Mr. Silva to create their own worlds using Horizon’s tools, which allow them to take 3-D objects like cubes and spheres and shape them into things like trees and chairs. But less than 1% of users are creating their own worlds, the documents show.Meta’s researchers found that, though many of Horizon’s early creators became unengaged, they could be won back. “Many say they would return if pain points are fixed,” read one memo about creation attrition.Many of them were frustrated by another issue Meta is grappling with: how users can make money in the metaverse.On other social-media platforms, including TikTok and Meta’s Instagram, influencers and other creators can make money through brand endorsements, among other things. There isn’t yet anything similar in the metaverse.“Some creators have a desire to work full time in the metaverse,” said the Meta memo. “If there were full-time roles with the right compensation, some creators would make building the metaverse their full-time day job.”While Meta has supported some worlds with bonus payments to the people responsible for them, efforts to promote other forms of commerce are still nascent. The most lucrative of Horizon’s worlds has cumulatively brought in $10,000 in “In-World Payments,” the documents show, and a feature to tip creators has yielded total payouts of $470.Sheharzad Arshad, a 39-year-old graphic designer in Toronto, has built 18 worlds since January, some inspired by movies he loves. His most popular, “Spider-verse,” has drawn roughly 20,000 visitors since he published it in May.He said the Quest 2 headset’s $399.99 sticker price is too steep for many of his friends and family, limiting the reach.Nonetheless, he said, he intends to purchase the next version of the headset and dig even deeper into the metaverse. “The direction that they’re moving in, it’s really good,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989827328,"gmtCreate":1665972604464,"gmtModify":1676537685290,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Ark is an bad example","listText":"Ark is an bad example","text":"Ark is an bad example","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989827328","repostId":"2276892975","repostType":4,"repost":{"id":"2276892975","pubTimestamp":1665967556,"share":"https://ttm.financial/m/news/2276892975?lang=&edition=fundamental","pubTime":"2022-10-17 08:45","market":"us","language":"en","title":"Ark's Cathie Wood Continues to Stumble","url":"https://stock-news.laohu8.com/highlight/detail?id=2276892975","media":"TheStreet","summary":"It’s been a rough 2022 for famed money manager Cathie Wood, chief executive of Ark Investment Manage","content":"<html><head></head><body><p>It’s been a rough 2022 for famed money manager Cathie Wood, chief executive of Ark Investment Management, as her exchange-traded funds sink.</p><p>Wood’s flagship fund, Ark Innovation ETF  (<b>ARKK</b>) , plunged 64% year to date through Oct. 14, hitting a five-year low. Ark Innovation has tumbled 79% from its February 2021 record high.</p><p>Soaring interest rates and sluggish economic growth have dented Wood’s young, “disruptive” (as she describes them) technology companies. Rising rates hurt them because their earnings stream will come down the road (if at all), while the safe yields of Treasury bonds are rising now.</p><p>Ark Innovation’s biggest holding, electric vehicle titan Tesla  (<b>TSLA</b>) , has lost 42% year to date. No. 2, video conferencing company <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications  (<b>ZM</b>) , has plummeted 61%. And No. 3, video streaming service Roku  (<b>ROKU</b>) , has dived 78%.</p><p>Wood calls this year’s descent by tech stocks a buying opportunity. And she defends her recent losses by noting that she has a five-year investment horizon.</p><h2>Five-Year Underperformance</h2><p>The five-year track record of Ark Innovation could indeed give investors comfort up to May 9. The fund’s five-year return beat that of the S&amp;P 500 until then.</p><p>But the five-year annualized return of Ark Innovation totaled a paltry 1.07% through Oct. 14, far behind the S&amp;P 500’s 8.93% return, according to Morningstar.</p><p>Despite that underperformance, the $6.7 billion fund enjoyed a net inflow of $1.27 billion year to date through Oct. 13, according to VettaFi, an ETF research firm. Clearly many investors are loyal to Mama Cathie, as some fans call her.</p><p>But the tide may be starting to turn. Over the five days through Oct. 13, Ark Innovation suffered a $204 million outflow.</p><h2>Investor Loyalty</h2><p>You might wonder why so many investors have stuck with Wood, despite her mediocre returns. The fact that she had one spectacular year certainly helps. Ark Innovation ETF skyrocketed 153% in 2020.</p><p>Also, Wood has become something of a rock star in the investment world. She has appeared frequently in the media over the last couple years. She is clearly intelligent and articulate, explaining financial concepts in ways that novice investors can understand.</p><p>Still, Wood has drawn detractors. On March 29, Morningstar analyst Robby Greengold issued a scathing critique of Ark Innovation.</p><p>“ARKK shows few signs of improving its risk management or ability to successfully navigate the challenging territory it explores,” he wrote.</p><p>Wood countered Greengold’s points in an interview with Magnifi Media by Tifin. “I do know there are companies like that one [Morningstar] that do not understand what we&#39;re doing,” she said.</p><p>If Wood’s investment performance rebounds, her true believers will say, “I told you so.” If it doesn’t, it will be interesting to see how long investors are willing to stick with her.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ark's Cathie Wood Continues to Stumble</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\">\nArk's Cathie Wood Continues to Stumble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 08:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/ark-cathie-wood-continues-stumble><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s been a rough 2022 for famed money manager Cathie Wood, chief executive of Ark Investment Management, as her exchange-traded funds sink.Wood’s flagship fund, Ark Innovation ETF  (ARKK) , plunged ...</p>\n\n<a href=\"https://www.thestreet.com/investing/ark-cathie-wood-continues-stumble\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","BK4544":"ARK ETF合集"},"source_url":"https://www.thestreet.com/investing/ark-cathie-wood-continues-stumble","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276892975","content_text":"It’s been a rough 2022 for famed money manager Cathie Wood, chief executive of Ark Investment Management, as her exchange-traded funds sink.Wood’s flagship fund, Ark Innovation ETF  (ARKK) , plunged 64% year to date through Oct. 14, hitting a five-year low. Ark Innovation has tumbled 79% from its February 2021 record high.Soaring interest rates and sluggish economic growth have dented Wood’s young, “disruptive” (as she describes them) technology companies. Rising rates hurt them because their earnings stream will come down the road (if at all), while the safe yields of Treasury bonds are rising now.Ark Innovation’s biggest holding, electric vehicle titan Tesla  (TSLA) , has lost 42% year to date. No. 2, video conferencing company Zoom Video Communications  (ZM) , has plummeted 61%. And No. 3, video streaming service Roku  (ROKU) , has dived 78%.Wood calls this year’s descent by tech stocks a buying opportunity. And she defends her recent losses by noting that she has a five-year investment horizon.Five-Year UnderperformanceThe five-year track record of Ark Innovation could indeed give investors comfort up to May 9. The fund’s five-year return beat that of the S&P 500 until then.But the five-year annualized return of Ark Innovation totaled a paltry 1.07% through Oct. 14, far behind the S&P 500’s 8.93% return, according to Morningstar.Despite that underperformance, the $6.7 billion fund enjoyed a net inflow of $1.27 billion year to date through Oct. 13, according to VettaFi, an ETF research firm. Clearly many investors are loyal to Mama Cathie, as some fans call her.But the tide may be starting to turn. Over the five days through Oct. 13, Ark Innovation suffered a $204 million outflow.Investor LoyaltyYou might wonder why so many investors have stuck with Wood, despite her mediocre returns. The fact that she had one spectacular year certainly helps. Ark Innovation ETF skyrocketed 153% in 2020.Also, Wood has become something of a rock star in the investment world. She has appeared frequently in the media over the last couple years. She is clearly intelligent and articulate, explaining financial concepts in ways that novice investors can understand.Still, Wood has drawn detractors. On March 29, Morningstar analyst Robby Greengold issued a scathing critique of Ark Innovation.“ARKK shows few signs of improving its risk management or ability to successfully navigate the challenging territory it explores,” he wrote.Wood countered Greengold’s points in an interview with Magnifi Media by Tifin. “I do know there are companies like that one [Morningstar] that do not understand what we're doing,” she said.If Wood’s investment performance rebounds, her true believers will say, “I told you so.” If it doesn’t, it will be interesting to see how long investors are willing to stick with her.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989825747,"gmtCreate":1665972498889,"gmtModify":1676537685219,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Wait for the price to 38.5","listText":"Wait for the price to 38.5","text":"Wait for the price to 38.5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989825747","repostId":"2275924772","repostType":4,"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989825965,"gmtCreate":1665972440357,"gmtModify":1676537685203,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Reduce or stop trading with C###a, price will raise and see no reason will come down.&nbsp;","listText":"Reduce or stop trading with C###a, price will raise and see no reason will come down.&nbsp;","text":"Reduce or stop trading with C###a, price will raise and see no reason will come down.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989825965","repostId":"2275914059","repostType":4,"repost":{"id":"2275914059","pubTimestamp":1665970191,"share":"https://ttm.financial/m/news/2275914059?lang=&edition=fundamental","pubTime":"2022-10-17 09:29","market":"us","language":"en","title":"Costco Will Raise Prices, But Won't Make Key Membership Change","url":"https://stock-news.laohu8.com/highlight/detail?id=2275914059","media":"TheStreet","summary":"As a membership-based warehouse club, Costco has different priorities than other retailers. Above al","content":"<html><head></head><body><p>As a membership-based warehouse club, <a href=\"https://laohu8.com/S/COST\">Costco</a> has different priorities than other retailers. Above all else, the chain has to keep its members happy so they keep renewing. That&#39;s something the company has been doing in increasingly large numbers.</p><p>&#34;At Q4 end, our U.S. and Canada renewal rate came in at 92.6%, which is 0.3 percentage points higher from 16 weeks earlier at Q3 end when we were at 92.3%. And our worldwide renewal rate came in at the end of the fiscal year at 90.4%, up 0.4 percentage points from Q3 end when it was 90%,&#34; CFO Richard Galanti said during the retailer&#39;s fourth-quarter earnings call.</p><p>That&#39;s incredible loyalty that Costco earns through a combination of low prices and treating members very well. The chain always thinks of its members first and that&#39;s why one big change will happen (eventually) and another will not.</p><h2>Costco Will Raise Its Membership Price</h2><p>During the call, Galanti once again spoke about the possibility the chain would increase the price of its membership. It was widely reported that the warehouse club was not raising prices, but that&#39;s not really what the CFO said.</p><p>&#34;Certainly, as we&#39;ve increased members&#39; fees historically about every five, five and a half years, we&#39;ve turned around and used it to drive more value,&#34; he said. &#34;And whenever we do it, we&#39;ll do that. I think at the end of the day, it&#39;s -- and I also want to point out, of course, if you look at the last three increases, on average, they were five years and seven months apart. If you look at June of &#39;17, plus five years and seven months, you&#39;re talking roughly January &#39;23.&#34;</p><p>That&#39;s not Galanti saying a price increase won&#39;t happen, he&#39;s actually pretty much guaranteeing that it will, but leaving the timing vague,</p><p>&#34;Now I&#39;m not suggesting it&#39;s January &#39;23. I&#39;m just saying it&#39;s not there yet anyway. And our view is, is we are confident in our ability to do so. And at some point, we will, but it&#39;s a question of when, not if,&#34; he added.</p><h2>Costco Won&#39;t Make This Membership Change</h2><p>Costco has two kinds of memberships for household members. It offers a basic $60 Gold Star membership and a $120 Executive membership that comes with 2% cash back on most purchases up to $1,000 in a year.</p><p>During the call, Galanti was asked about whether the chain would add a third category.</p><p>&#34;Would you leave Gold Star where it is, take Executive up, and maybe add an Executive Plus, right, that either has more than 2% or some other features, right? So you&#39;re catering to people through the income spectrum,&#34; Guggenheim Partners Analyst<b> </b>John Heinbockel asked.</p><p>Galanti was pretty definitive in his response.</p><p>&#34;As you know, John, I think we try to keep things simple. We talk about all kinds of things, but we always come back home and say, let&#39;s do this and keep it simple. One of the issues -- one of the other issues about doing a higher level of membership than executive is the sales taxability in some states that is currently non-sales taxable, but at a certain level, states say it&#39;s sales taxable, not just the increment, but the whole membership fee,&#34; he said, &#34;So that&#39;s something we take into account also. At this juncture, I think we still went toward simple.&#34;</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Costco Will Raise Prices, But Won't Make Key Membership Change</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\">\nCostco Will Raise Prices, But Won't Make Key Membership Change\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 09:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/costco-will-raise-prices-wont-make-key-membership-change><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As a membership-based warehouse club, Costco has different priorities than other retailers. Above all else, the chain has to keep its members happy so they keep renewing. That's something the company ...</p>\n\n<a href=\"https://www.thestreet.com/investing/costco-will-raise-prices-wont-make-key-membership-change\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多"},"source_url":"https://www.thestreet.com/investing/costco-will-raise-prices-wont-make-key-membership-change","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275914059","content_text":"As a membership-based warehouse club, Costco has different priorities than other retailers. Above all else, the chain has to keep its members happy so they keep renewing. That's something the company has been doing in increasingly large numbers.\"At Q4 end, our U.S. and Canada renewal rate came in at 92.6%, which is 0.3 percentage points higher from 16 weeks earlier at Q3 end when we were at 92.3%. And our worldwide renewal rate came in at the end of the fiscal year at 90.4%, up 0.4 percentage points from Q3 end when it was 90%,\" CFO Richard Galanti said during the retailer's fourth-quarter earnings call.That's incredible loyalty that Costco earns through a combination of low prices and treating members very well. The chain always thinks of its members first and that's why one big change will happen (eventually) and another will not.Costco Will Raise Its Membership PriceDuring the call, Galanti once again spoke about the possibility the chain would increase the price of its membership. It was widely reported that the warehouse club was not raising prices, but that's not really what the CFO said.\"Certainly, as we've increased members' fees historically about every five, five and a half years, we've turned around and used it to drive more value,\" he said. \"And whenever we do it, we'll do that. I think at the end of the day, it's -- and I also want to point out, of course, if you look at the last three increases, on average, they were five years and seven months apart. If you look at June of '17, plus five years and seven months, you're talking roughly January '23.\"That's not Galanti saying a price increase won't happen, he's actually pretty much guaranteeing that it will, but leaving the timing vague,\"Now I'm not suggesting it's January '23. I'm just saying it's not there yet anyway. And our view is, is we are confident in our ability to do so. And at some point, we will, but it's a question of when, not if,\" he added.Costco Won't Make This Membership ChangeCostco has two kinds of memberships for household members. It offers a basic $60 Gold Star membership and a $120 Executive membership that comes with 2% cash back on most purchases up to $1,000 in a year.During the call, Galanti was asked about whether the chain would add a third category.\"Would you leave Gold Star where it is, take Executive up, and maybe add an Executive Plus, right, that either has more than 2% or some other features, right? So you're catering to people through the income spectrum,\" Guggenheim Partners Analyst John Heinbockel asked.Galanti was pretty definitive in his response.\"As you know, John, I think we try to keep things simple. We talk about all kinds of things, but we always come back home and say, let's do this and keep it simple. One of the issues -- one of the other issues about doing a higher level of membership than executive is the sales taxability in some states that is currently non-sales taxable, but at a certain level, states say it's sales taxable, not just the increment, but the whole membership fee,\" he said, \"So that's something we take into account also. At this juncture, I think we still went toward simple.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989989768,"gmtCreate":1665885843154,"gmtModify":1676537675264,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Two big giants are fighting, hence it will not aettle anytime soon.","listText":"Two big giants are fighting, hence it will not aettle anytime soon.","text":"Two big giants are fighting, hence it will not aettle anytime soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989989768","repostId":"2275403939","repostType":4,"repost":{"id":"2275403939","pubTimestamp":1665802807,"share":"https://ttm.financial/m/news/2275403939?lang=&edition=fundamental","pubTime":"2022-10-15 11:00","market":"us","language":"en","title":"Down 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=2275403939","media":"Motley Fool","summary":"They are down but certainly not out.","content":"<html><head></head><body><p>Jeff Bezos, the founder of <b>Amazon</b>, started his 2000 shareholder letter with the word &#34;ouch.&#34; The company&#39;s stock had fallen more than 80% in the past year, a tough time for shareholders when the dot-com bubble had burst, and Wall Street was selling everything out of fear. But Amazon&#39;s business was growing despite the disappointing investment returns. Today, Amazon is one of the world&#39;s largest companies, which means that 2000 was a wonderful time to buy shares.</p><p>Sound familiar? Just over two decades later, the stock market is again in a tumultuous spot. Growth stocks are again taking it on the chin, including <b>Palantir Technologies</b>, <b>Zscaler</b>, and <b>Spotify Technology</b>, down 75%, 58%, and 74% from their respective highs. Despite these steep declines, each stock could make a strong comeback and reward long-term investors. Here is what you need to know.</p><h2>Building a new world on top of data</h2><p><b>Justin Pope (Palantir Technologies): </b>Almost everything you do in life today creates a digital record, and understanding and leveraging this data better than others can drive success in both public and private organizations. Palantir makes custom software solutions for its customers using its proprietary platforms: Gotham specializes in government applications, and Foundry in commercial projects. For example, Palantir helped determine which areas needed the most assistance during Hurricane Sandy in 2012 using GPS data, photos, damage reports, and census/demographics records.</p><p>Palantir&#39;s relationship with the government remains strong today. It works with various departments, announcing new contracts from the Army and Department of Homeland Security totaling over $200 million just in the past couple of months. This close relationship also makes Palantir reliant on the government, which accounted for 57% of revenue over the first six months of 2022. Palantir must grow its private sector business, and it&#39;s doing that -- U.S. commercial revenue grew 120% year over year in the second quarter of this year.</p><p>The company is now doing more than $1.7 billion in revenue and converting 15% of that into free cash flow. Palantir uses stock-based compensation to pay its employees, which is a non-cash expense. So while cash profits are positive, the bottom line (net income) is negative $539 million over the past four quarters. Positive free cash flow adds to a balance sheet with $2.4 billion in cash against zero debt. Investors will want to see net income trend toward a positive figure; look for revenue to grow faster than stock-based compensation over the coming years.</p><p>This bear market has hammered Palantir&#39;s valuation. The stock&#39;s price-to-sales ratio (P/S) was more than 40 last year but has fallen to just 9. The company&#39;s long relationship with the U.S. government and strong commercial growth underlines the value Palantir&#39;s platform creates. The company still has just 304 customers, so there&#39;s plenty of room for long-term growth. Palantir could eventually be a very large and influential company if data continues to become a critical asset for organizations worldwide. In that case, investors might look back on 2022 fondly as an opportunity to buy low.</p><h2>The zero-trust company that deserves your full confidence</h2><p><b>Will Healy</b> <b>(Zscaler): </b>The rise of the cloud changed the nature of cybersecurity. Previous models built trust via IP addresses. However, with increasing numbers of devices and more interactions, securing networks from continuously changing locations demands a different solution.</p><p>Hence, companies increasingly turn to zero-trust security solutions like the ones offered by Zscaler. Zero-trust treats every user as a threat and uses &#34;context-based identity&#34; (job responsibilities, location, etc.) and policy enforcement to determine access. Also, since users access resources and apps rather than networks, Zscaler&#39;s software can prevent and mitigate security breaches.</p><p>Zscaler also stands out by operating as an edge computing solution. With 150 data centers worldwide, it reduces the lag time for clients. Its approach led to <b>Gartner</b> naming it a leader in the 2022 Gartner Magic Quadrant for Security Service Edge. Additionally, it claims almost 2,100 customers with over $100,000 in annual recurring revenue, including 40% of the Fortune 500.</p><p>Those numbers should continue to increase. Allied Market Research predicts the industry will grow at a compound annual growth rate of 19% through 2031, taking the market size to $126 billion. Thus, it may pleasantly surprise investors that in fiscal 2022 (which ended July 31), Zscaler generated $1.1 billion in revenue, rising 61% year over year. Due to the constant need for cybersecurity, recession threats are unlikely to slow company growth significantly, keeping revenue growth at an elevated level.</p><p>Moreover, Zscaler turned a non-GAAP profit for fiscal 2022 of $101 million, rising 34%. The rapid increases in costs and expenses, foreign currency losses, and revaluations of derivative investments reduced earnings.</p><p>Those fast-rising costs and expenses may also have caught Zscaler up in the bear market. The cybersecurity stock now sells at about a 60% discount to its all-time high in November. Additionally, given the current bear market, the price-to-sales (P/S) ratio of 19 may seem intolerably high.</p><p>However, those challenges should not alter the likely growth in the zero-trust security industry. Given its competitive advantages and rapid revenue growth, Zscaler looks like a screaming buy despite its elevated valuation.</p><h2>By one measure, Spotify stock has never been cheaper</h2><p><b>Jake Lerch (Spotify Technology):</b> Like many so-called &#34;stay-at-home&#34; stocks, Spotify shares skyrocketed during the height of the COVID-19 pandemic. If you&#39;d invested $10,000 in Spotify stock in March 2020, it would have grown to more than $23,000 in March 2021. However, the last 18 months have not been kind to Spotify.</p><p>And while the damage to its stock price is undeniable, the company&#39;s fundamentals remain untouched. In fact, they&#39;ve improved.</p><p>User growth is accelerating. In its most recent quarter (the three months ending on June 30, 2022), Spotify reported 433 monthly active users -- 5 million more than the company had projected.</p><p>Both premium (i.e., subscription) and ad-supported revenue have surged. Premium revenue increased 22% year over year to 2.5 billion euros, while ad-supported revenue jumped 31% to 360 million euros. Spotify&#39;s ad-supported revenue now stands at 13% of overall revenue, the highest percentage in the company&#39;s history.</p><p>Meanwhile, Spotify&#39;s valuation looks more sensible than ever. Its current price-to-sales ratio of 1.3 is an all-time low for the company -- and far below its lifetime average of 4.3. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b50e539ea1408691dce3de63e16de6fb\" tg-width=\"2000\" tg-height=\"1253\" width=\"100%\" height=\"auto\"/><span>SPOT PS Ratio data by YCharts</span></p><p>Of course, broader economic conditions are not great. Interest rates are rising and economic growth appears to be slowing. However, for long-term investors, economic slowdowns can present opportunities to build positions in the companies that will benefit when the inevitable turnaround arrives. </p><p>To my eyes, Spotify -- a stock with strong fundamentals and its lowest valuation in years -- looks poised for a comeback.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback</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\">\nDown 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/14/down-58-to-75-these-3-growth-stocks-are-poised-for/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jeff Bezos, the founder of Amazon, started his 2000 shareholder letter with the word \"ouch.\" The company's stock had fallen more than 80% in the past year, a tough time for shareholders when the dot-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/14/down-58-to-75-these-3-growth-stocks-are-poised-for/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPOT":"Spotify Technology S.A.","ZS":"Zscaler Inc.","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/10/14/down-58-to-75-these-3-growth-stocks-are-poised-for/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275403939","content_text":"Jeff Bezos, the founder of Amazon, started his 2000 shareholder letter with the word \"ouch.\" The company's stock had fallen more than 80% in the past year, a tough time for shareholders when the dot-com bubble had burst, and Wall Street was selling everything out of fear. But Amazon's business was growing despite the disappointing investment returns. Today, Amazon is one of the world's largest companies, which means that 2000 was a wonderful time to buy shares.Sound familiar? Just over two decades later, the stock market is again in a tumultuous spot. Growth stocks are again taking it on the chin, including Palantir Technologies, Zscaler, and Spotify Technology, down 75%, 58%, and 74% from their respective highs. Despite these steep declines, each stock could make a strong comeback and reward long-term investors. Here is what you need to know.Building a new world on top of dataJustin Pope (Palantir Technologies): Almost everything you do in life today creates a digital record, and understanding and leveraging this data better than others can drive success in both public and private organizations. Palantir makes custom software solutions for its customers using its proprietary platforms: Gotham specializes in government applications, and Foundry in commercial projects. For example, Palantir helped determine which areas needed the most assistance during Hurricane Sandy in 2012 using GPS data, photos, damage reports, and census/demographics records.Palantir's relationship with the government remains strong today. It works with various departments, announcing new contracts from the Army and Department of Homeland Security totaling over $200 million just in the past couple of months. This close relationship also makes Palantir reliant on the government, which accounted for 57% of revenue over the first six months of 2022. Palantir must grow its private sector business, and it's doing that -- U.S. commercial revenue grew 120% year over year in the second quarter of this year.The company is now doing more than $1.7 billion in revenue and converting 15% of that into free cash flow. Palantir uses stock-based compensation to pay its employees, which is a non-cash expense. So while cash profits are positive, the bottom line (net income) is negative $539 million over the past four quarters. Positive free cash flow adds to a balance sheet with $2.4 billion in cash against zero debt. Investors will want to see net income trend toward a positive figure; look for revenue to grow faster than stock-based compensation over the coming years.This bear market has hammered Palantir's valuation. The stock's price-to-sales ratio (P/S) was more than 40 last year but has fallen to just 9. The company's long relationship with the U.S. government and strong commercial growth underlines the value Palantir's platform creates. The company still has just 304 customers, so there's plenty of room for long-term growth. Palantir could eventually be a very large and influential company if data continues to become a critical asset for organizations worldwide. In that case, investors might look back on 2022 fondly as an opportunity to buy low.The zero-trust company that deserves your full confidenceWill Healy (Zscaler): The rise of the cloud changed the nature of cybersecurity. Previous models built trust via IP addresses. However, with increasing numbers of devices and more interactions, securing networks from continuously changing locations demands a different solution.Hence, companies increasingly turn to zero-trust security solutions like the ones offered by Zscaler. Zero-trust treats every user as a threat and uses \"context-based identity\" (job responsibilities, location, etc.) and policy enforcement to determine access. Also, since users access resources and apps rather than networks, Zscaler's software can prevent and mitigate security breaches.Zscaler also stands out by operating as an edge computing solution. With 150 data centers worldwide, it reduces the lag time for clients. Its approach led to Gartner naming it a leader in the 2022 Gartner Magic Quadrant for Security Service Edge. Additionally, it claims almost 2,100 customers with over $100,000 in annual recurring revenue, including 40% of the Fortune 500.Those numbers should continue to increase. Allied Market Research predicts the industry will grow at a compound annual growth rate of 19% through 2031, taking the market size to $126 billion. Thus, it may pleasantly surprise investors that in fiscal 2022 (which ended July 31), Zscaler generated $1.1 billion in revenue, rising 61% year over year. Due to the constant need for cybersecurity, recession threats are unlikely to slow company growth significantly, keeping revenue growth at an elevated level.Moreover, Zscaler turned a non-GAAP profit for fiscal 2022 of $101 million, rising 34%. The rapid increases in costs and expenses, foreign currency losses, and revaluations of derivative investments reduced earnings.Those fast-rising costs and expenses may also have caught Zscaler up in the bear market. The cybersecurity stock now sells at about a 60% discount to its all-time high in November. Additionally, given the current bear market, the price-to-sales (P/S) ratio of 19 may seem intolerably high.However, those challenges should not alter the likely growth in the zero-trust security industry. Given its competitive advantages and rapid revenue growth, Zscaler looks like a screaming buy despite its elevated valuation.By one measure, Spotify stock has never been cheaperJake Lerch (Spotify Technology): Like many so-called \"stay-at-home\" stocks, Spotify shares skyrocketed during the height of the COVID-19 pandemic. If you'd invested $10,000 in Spotify stock in March 2020, it would have grown to more than $23,000 in March 2021. However, the last 18 months have not been kind to Spotify.And while the damage to its stock price is undeniable, the company's fundamentals remain untouched. In fact, they've improved.User growth is accelerating. In its most recent quarter (the three months ending on June 30, 2022), Spotify reported 433 monthly active users -- 5 million more than the company had projected.Both premium (i.e., subscription) and ad-supported revenue have surged. Premium revenue increased 22% year over year to 2.5 billion euros, while ad-supported revenue jumped 31% to 360 million euros. Spotify's ad-supported revenue now stands at 13% of overall revenue, the highest percentage in the company's history.Meanwhile, Spotify's valuation looks more sensible than ever. Its current price-to-sales ratio of 1.3 is an all-time low for the company -- and far below its lifetime average of 4.3. SPOT PS Ratio data by YChartsOf course, broader economic conditions are not great. Interest rates are rising and economic growth appears to be slowing. However, for long-term investors, economic slowdowns can present opportunities to build positions in the companies that will benefit when the inevitable turnaround arrives. To my eyes, Spotify -- a stock with strong fundamentals and its lowest valuation in years -- looks poised for a comeback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989980861,"gmtCreate":1665885693053,"gmtModify":1676537675217,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"One day it will shone again","listText":"One day it will shone again","text":"One day it will shone again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989980861","repostId":"2275698961","repostType":4,"repost":{"id":"2275698961","pubTimestamp":1665804613,"share":"https://ttm.financial/m/news/2275698961?lang=&edition=fundamental","pubTime":"2022-10-15 11:30","market":"us","language":"en","title":"Alibaba Q3: Time To Consider An Option Play","url":"https://stock-news.laohu8.com/highlight/detail?id=2275698961","media":"Seeking Alpha","summary":"SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from busines","content":"<html><head></head><body><h2>Summary</h2><ul><li>Alibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.</li><li>Such disconnection creates both challenges and opportunities for value-oriented investors.</li><li>One such opportunity involves an observation that I’ve made about its implied volatility being mispriced.</li><li>As such, you can consider an option play here either to hedge your existing positions or to open a new position.</li><li>The upcoming earnings report in November for its September quarter (CY22 Q3) could amplify the mispricing based on its recent historical pattern.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/912293f2bb66d41dfe829d2eea80df38\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>remco86</span></p><h2>Thesis</h2><p>Alibaba&#39;s (NYSE:BABA) stock price continues to be directed by short-term events and disjointed from business fundamentals. While its financial performances are partly to blame (although quite healthy in my view), its stock price movements have been largely dominated by news events, such as the uncertainty in the Chinese regulatory environment, the lingering COVID-19 concerns, and the China-U.S. tension. To cite a few recent examples (shown in the chart below),</p><ul><li>On May 26, after reporting its March quarter results, its stock price climbed 14.8% in one day. And shortly afterward, on June 8, the Chinese government announced the approval of a new round of video game licenses, and its stock prices increased by another 14.7%.</li><li>Then in July, it was fined by antitrust regulators for the improper reporting of previous merger deals. In particular, on July 11, its stock declined by 9.2% even though the fine amounted to only $373k.</li><li>On July 29, it was added back to the U.S. SEC&#39;s watchlist of Chinese companies that might be delisted. The news triggered an 11% decline in its stock price to close at $89 from $100 the day before.</li><li>Then finally on August 4, 2022, when it reported its June Quarter earnings, the stock prices fluctuated between a low of $95 and a high of $103 in a single day, translating into an 8.4% daily fluctuation.</li></ul><p>I am citing all these detailed events and price movements to give you a concrete feeling of its price volatility so that you can see the main thesis of this article: the mispricing of its implied volatility (&#34;IV&#34;) in the options market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8286a0926eebed47581d1a351970528\" tg-width=\"640\" tg-height=\"424\" width=\"100%\" height=\"auto\"/><span>Author based on Yahoo! data</span></p><p>The mispricing probably is best illustrated by comparison against its U.S. counterpart: Amazon (AMZN). The price movements of AMZN in the past 6 months are shown in the bottom panel of the above chart. In contrast to BABA&#39;s frequent ~10% DAILY price volatilities, AMZN stock price has been largely range-bound between $140 and $105, translating into a fluctuation of around 16% around a mean price of $122.5 over the past few MONTHS. Yet, as you will see in a later section, the options market currently assigns an IV of about 61% for BABA for its Dec 16, 2022, option. And the IV it assigns for AMZN is about the same (a bit below 60%), accentuating the IV mispricing.</p><p>Looking forward, BABA is expected to report earnings on 11/17/2022 according to Nasdaq&#39;s schedule. Considering the IV mispricing, an option with expiry after that (say Dec 16, 2022) could either help to hedge your existing positions or to open a new position. Directly holding the shares can help you to benefit from its compressed valuation (as to be detailed in the next section immediately below). But an option play can help you to benefit from the compression in its valuation AND also the IV mispricing.</p><h2>Business outlook and growth potential</h2><p>Admittedly, BABA&#39;s earning results have been a bit choppy lately. However, in its upcoming earnings report for the September 2022 quarter, I expected a number of promising growth avenues. These catalysts should support healthy earnings growth, especially in the near- to mid-term, say in the 2025-2027 timeframe. First, I expect the Chinese economy to recover considerably once COVID-19 concerns clear up. Second, BABA is still very successful at attracting new annual active customers from the vast population of China, especially from the less developed areas. Notably, Tmall and Taobao continue to perform well. Third, on the international stage, platforms such as Lazada and AliExpress logged solid double-digit order growth rates in fiscal 2021, and I foresee such growth to continue or even accelerate in the next few years. Finally, on top of all these, its cloud segment continues to capture market share within the burgeoning global cloud niche. All told, consensus estimates project an 11.5% EPS expansion in the next five years, as you can see from the first chart below. And I tend to agree with such a projection.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8e0cf709dcbba649e38293b6c7f3a6\" tg-width=\"640\" tg-height=\"238\" width=\"100%\" height=\"auto\"/><span>Author based on Seeking Alpha data</span></p><p>In the meantime, its financial position is strong. The balance sheet is in good condition, as seen in the next chart below, providing the liquidity and financial flexibility to fuel its continued expansion. Alibaba ended the last quarter with more than $69 billion in cash as seen. In addition, merely 13.4% of the capital structure is comprised of long-term debt (compared to AMZN&#39;s 45.4%), suggesting plenty of flexibility to support growth initiatives.</p><p>Although, note that the table below made a mistake on its cash per share (probably due to confusion about its share count vs its ADR counts). With $69 billion of cash and approximately 2.6 billion ADR outstanding, the total cash per share should be about $26.5. At its current stock price of $75 as of this writing, more than 1/3 of its stock price (35.4% to be exact) is just cash.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fcf65098fee073a34c3bc89c3f81d3f\" tg-width=\"640\" tg-height=\"348\" width=\"100%\" height=\"auto\"/><span>Author based on Seeking Alpha data</span></p><h2>Volatility mispricing and option play</h2><p>As mentioned above, holding the shares directly is a bet on its compressed valuation and growth potential. And an option play can provide a couple of additional advantages, as detailed in my other articles. To recap,</p><blockquote><ul><li><i>First, compared to the buy-and-hold strategy, an option can limit your exposure in terms of the total dollar amount.</i></li><li><i>Second, it can take advantage of both the valuation mispricing AND also volatility mispricing (the buy-and-hold strategy only benefit from the former).</i></li><li><i>Third, it provides a definitive expiration date.</i></li></ul></blockquote><p>As an example, as of this writing, a BABA call option with a $75 strike price (i.e., near the money) that expires on 12/16/2022 sells at about $7.8 as you can see from the first chart below provided by OIC. So $780 would provide exposure to 100 shares, versus $7.5k if you directly own the shares.</p><p>You can also see the implied volatility is only 60.8%. Again, to me, this is an underestimate. As you can see from the second chart below, its IV has ranged from about 50% to about 100% in the past 6 months. And the current IV of 60% is close to the floor of this range. Yet, as argued earlier, recent events and price movements suggest no muting in its actual volatility. Also, as you can see from the third chart below, AMZN&#39;s current IV is close to 60% too (about 56%). However, as aforementioned, the DAILY price actions in BABA shares are nearly on the same magnitude as AMZN&#39;s <i>monthly</i> price fluctuations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ec73e15ba94f68c0e834fa09585379\" tg-width=\"640\" tg-height=\"320\" width=\"100%\" height=\"auto\"/><span>oic.ivolatility.com</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c3f80465a4333814ee01ef3f76d585e\" tg-width=\"520\" tg-height=\"250\" width=\"100%\" height=\"auto\"/><span>BABA historical and implied volatility provided by IVolatility.com</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08c9f56d1ece63e4bfd5535e64d93b24\" tg-width=\"520\" tg-height=\"250\" width=\"100%\" height=\"auto\"/><span>AMZN historical and implied volatility provided by IVolatility.com</span></p><h2>Baba risks and final thoughts</h2><p>Since an option play, in a sense, is a way to limit risks already, I won&#39;t detail the specific risks surrounding BABA shares. Other SA authors have elaborated on the risks eloquently already anyway. Here, let me just repeat the risks inherent in writing options:</p><blockquote><i>Writing options can limit risks in terms of the absolute dollar amount. But it is riskier in relative terms. You can lose 100% and there is actually a good chance of that.</i></blockquote><p>To conclude, the main thesis here is built on an observation that I&#39;ve made about BABA&#39;s implied volatility being mispriced. Yes, it is definitely attractive to own the shares directly in my mind (which I do) under current conditions. The stock is priced at single-digit FWD PE with double-digit growth rates. And it has about $26.5 of cash per ADR on its ledger, more than 1/3 of its stock current price. But an option play could bring an additional catalyst to the table. The upcoming earnings report in November could amplify the mispricing, judging by the recent historical pattern of its price movements around earnings reports.</p><p><i>This article is written by </i><i>Sensor Unlimited</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Q3: Time To Consider An Option Play</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\">\nAlibaba Q3: Time To Consider An Option Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.Such disconnection creates both challenges and opportunities for value-oriented ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275698961","content_text":"SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.Such disconnection creates both challenges and opportunities for value-oriented investors.One such opportunity involves an observation that I’ve made about its implied volatility being mispriced.As such, you can consider an option play here either to hedge your existing positions or to open a new position.The upcoming earnings report in November for its September quarter (CY22 Q3) could amplify the mispricing based on its recent historical pattern.remco86ThesisAlibaba's (NYSE:BABA) stock price continues to be directed by short-term events and disjointed from business fundamentals. While its financial performances are partly to blame (although quite healthy in my view), its stock price movements have been largely dominated by news events, such as the uncertainty in the Chinese regulatory environment, the lingering COVID-19 concerns, and the China-U.S. tension. To cite a few recent examples (shown in the chart below),On May 26, after reporting its March quarter results, its stock price climbed 14.8% in one day. And shortly afterward, on June 8, the Chinese government announced the approval of a new round of video game licenses, and its stock prices increased by another 14.7%.Then in July, it was fined by antitrust regulators for the improper reporting of previous merger deals. In particular, on July 11, its stock declined by 9.2% even though the fine amounted to only $373k.On July 29, it was added back to the U.S. SEC's watchlist of Chinese companies that might be delisted. The news triggered an 11% decline in its stock price to close at $89 from $100 the day before.Then finally on August 4, 2022, when it reported its June Quarter earnings, the stock prices fluctuated between a low of $95 and a high of $103 in a single day, translating into an 8.4% daily fluctuation.I am citing all these detailed events and price movements to give you a concrete feeling of its price volatility so that you can see the main thesis of this article: the mispricing of its implied volatility (\"IV\") in the options market.Author based on Yahoo! dataThe mispricing probably is best illustrated by comparison against its U.S. counterpart: Amazon (AMZN). The price movements of AMZN in the past 6 months are shown in the bottom panel of the above chart. In contrast to BABA's frequent ~10% DAILY price volatilities, AMZN stock price has been largely range-bound between $140 and $105, translating into a fluctuation of around 16% around a mean price of $122.5 over the past few MONTHS. Yet, as you will see in a later section, the options market currently assigns an IV of about 61% for BABA for its Dec 16, 2022, option. And the IV it assigns for AMZN is about the same (a bit below 60%), accentuating the IV mispricing.Looking forward, BABA is expected to report earnings on 11/17/2022 according to Nasdaq's schedule. Considering the IV mispricing, an option with expiry after that (say Dec 16, 2022) could either help to hedge your existing positions or to open a new position. Directly holding the shares can help you to benefit from its compressed valuation (as to be detailed in the next section immediately below). But an option play can help you to benefit from the compression in its valuation AND also the IV mispricing.Business outlook and growth potentialAdmittedly, BABA's earning results have been a bit choppy lately. However, in its upcoming earnings report for the September 2022 quarter, I expected a number of promising growth avenues. These catalysts should support healthy earnings growth, especially in the near- to mid-term, say in the 2025-2027 timeframe. First, I expect the Chinese economy to recover considerably once COVID-19 concerns clear up. Second, BABA is still very successful at attracting new annual active customers from the vast population of China, especially from the less developed areas. Notably, Tmall and Taobao continue to perform well. Third, on the international stage, platforms such as Lazada and AliExpress logged solid double-digit order growth rates in fiscal 2021, and I foresee such growth to continue or even accelerate in the next few years. Finally, on top of all these, its cloud segment continues to capture market share within the burgeoning global cloud niche. All told, consensus estimates project an 11.5% EPS expansion in the next five years, as you can see from the first chart below. And I tend to agree with such a projection.Author based on Seeking Alpha dataIn the meantime, its financial position is strong. The balance sheet is in good condition, as seen in the next chart below, providing the liquidity and financial flexibility to fuel its continued expansion. Alibaba ended the last quarter with more than $69 billion in cash as seen. In addition, merely 13.4% of the capital structure is comprised of long-term debt (compared to AMZN's 45.4%), suggesting plenty of flexibility to support growth initiatives.Although, note that the table below made a mistake on its cash per share (probably due to confusion about its share count vs its ADR counts). With $69 billion of cash and approximately 2.6 billion ADR outstanding, the total cash per share should be about $26.5. At its current stock price of $75 as of this writing, more than 1/3 of its stock price (35.4% to be exact) is just cash.Author based on Seeking Alpha dataVolatility mispricing and option playAs mentioned above, holding the shares directly is a bet on its compressed valuation and growth potential. And an option play can provide a couple of additional advantages, as detailed in my other articles. To recap,First, compared to the buy-and-hold strategy, an option can limit your exposure in terms of the total dollar amount.Second, it can take advantage of both the valuation mispricing AND also volatility mispricing (the buy-and-hold strategy only benefit from the former).Third, it provides a definitive expiration date.As an example, as of this writing, a BABA call option with a $75 strike price (i.e., near the money) that expires on 12/16/2022 sells at about $7.8 as you can see from the first chart below provided by OIC. So $780 would provide exposure to 100 shares, versus $7.5k if you directly own the shares.You can also see the implied volatility is only 60.8%. Again, to me, this is an underestimate. As you can see from the second chart below, its IV has ranged from about 50% to about 100% in the past 6 months. And the current IV of 60% is close to the floor of this range. Yet, as argued earlier, recent events and price movements suggest no muting in its actual volatility. Also, as you can see from the third chart below, AMZN's current IV is close to 60% too (about 56%). However, as aforementioned, the DAILY price actions in BABA shares are nearly on the same magnitude as AMZN's monthly price fluctuations.oic.ivolatility.comBABA historical and implied volatility provided by IVolatility.comAMZN historical and implied volatility provided by IVolatility.comBaba risks and final thoughtsSince an option play, in a sense, is a way to limit risks already, I won't detail the specific risks surrounding BABA shares. Other SA authors have elaborated on the risks eloquently already anyway. Here, let me just repeat the risks inherent in writing options:Writing options can limit risks in terms of the absolute dollar amount. But it is riskier in relative terms. You can lose 100% and there is actually a good chance of that.To conclude, the main thesis here is built on an observation that I've made about BABA's implied volatility being mispriced. Yes, it is definitely attractive to own the shares directly in my mind (which I do) under current conditions. The stock is priced at single-digit FWD PE with double-digit growth rates. And it has about $26.5 of cash per ADR on its ledger, more than 1/3 of its stock current price. But an option play could bring an additional catalyst to the table. The upcoming earnings report in November could amplify the mispricing, judging by the recent historical pattern of its price movements around earnings reports.This article is written by Sensor Unlimited for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989917795,"gmtCreate":1665885629617,"gmtModify":1676537675209,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"I'm holding on to it. A belief.","listText":"I'm holding on to it. A belief.","text":"I'm holding on to it. A belief.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9989917795","repostId":"2275698961","repostType":4,"repost":{"id":"2275698961","pubTimestamp":1665804613,"share":"https://ttm.financial/m/news/2275698961?lang=&edition=fundamental","pubTime":"2022-10-15 11:30","market":"us","language":"en","title":"Alibaba Q3: Time To Consider An Option Play","url":"https://stock-news.laohu8.com/highlight/detail?id=2275698961","media":"Seeking Alpha","summary":"SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from busines","content":"<html><head></head><body><h2>Summary</h2><ul><li>Alibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.</li><li>Such disconnection creates both challenges and opportunities for value-oriented investors.</li><li>One such opportunity involves an observation that I’ve made about its implied volatility being mispriced.</li><li>As such, you can consider an option play here either to hedge your existing positions or to open a new position.</li><li>The upcoming earnings report in November for its September quarter (CY22 Q3) could amplify the mispricing based on its recent historical pattern.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/912293f2bb66d41dfe829d2eea80df38\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>remco86</span></p><h2>Thesis</h2><p>Alibaba&#39;s (NYSE:BABA) stock price continues to be directed by short-term events and disjointed from business fundamentals. While its financial performances are partly to blame (although quite healthy in my view), its stock price movements have been largely dominated by news events, such as the uncertainty in the Chinese regulatory environment, the lingering COVID-19 concerns, and the China-U.S. tension. To cite a few recent examples (shown in the chart below),</p><ul><li>On May 26, after reporting its March quarter results, its stock price climbed 14.8% in one day. And shortly afterward, on June 8, the Chinese government announced the approval of a new round of video game licenses, and its stock prices increased by another 14.7%.</li><li>Then in July, it was fined by antitrust regulators for the improper reporting of previous merger deals. In particular, on July 11, its stock declined by 9.2% even though the fine amounted to only $373k.</li><li>On July 29, it was added back to the U.S. SEC&#39;s watchlist of Chinese companies that might be delisted. The news triggered an 11% decline in its stock price to close at $89 from $100 the day before.</li><li>Then finally on August 4, 2022, when it reported its June Quarter earnings, the stock prices fluctuated between a low of $95 and a high of $103 in a single day, translating into an 8.4% daily fluctuation.</li></ul><p>I am citing all these detailed events and price movements to give you a concrete feeling of its price volatility so that you can see the main thesis of this article: the mispricing of its implied volatility (&#34;IV&#34;) in the options market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8286a0926eebed47581d1a351970528\" tg-width=\"640\" tg-height=\"424\" width=\"100%\" height=\"auto\"/><span>Author based on Yahoo! data</span></p><p>The mispricing probably is best illustrated by comparison against its U.S. counterpart: Amazon (AMZN). The price movements of AMZN in the past 6 months are shown in the bottom panel of the above chart. In contrast to BABA&#39;s frequent ~10% DAILY price volatilities, AMZN stock price has been largely range-bound between $140 and $105, translating into a fluctuation of around 16% around a mean price of $122.5 over the past few MONTHS. Yet, as you will see in a later section, the options market currently assigns an IV of about 61% for BABA for its Dec 16, 2022, option. And the IV it assigns for AMZN is about the same (a bit below 60%), accentuating the IV mispricing.</p><p>Looking forward, BABA is expected to report earnings on 11/17/2022 according to Nasdaq&#39;s schedule. Considering the IV mispricing, an option with expiry after that (say Dec 16, 2022) could either help to hedge your existing positions or to open a new position. Directly holding the shares can help you to benefit from its compressed valuation (as to be detailed in the next section immediately below). But an option play can help you to benefit from the compression in its valuation AND also the IV mispricing.</p><h2>Business outlook and growth potential</h2><p>Admittedly, BABA&#39;s earning results have been a bit choppy lately. However, in its upcoming earnings report for the September 2022 quarter, I expected a number of promising growth avenues. These catalysts should support healthy earnings growth, especially in the near- to mid-term, say in the 2025-2027 timeframe. First, I expect the Chinese economy to recover considerably once COVID-19 concerns clear up. Second, BABA is still very successful at attracting new annual active customers from the vast population of China, especially from the less developed areas. Notably, Tmall and Taobao continue to perform well. Third, on the international stage, platforms such as Lazada and AliExpress logged solid double-digit order growth rates in fiscal 2021, and I foresee such growth to continue or even accelerate in the next few years. Finally, on top of all these, its cloud segment continues to capture market share within the burgeoning global cloud niche. All told, consensus estimates project an 11.5% EPS expansion in the next five years, as you can see from the first chart below. And I tend to agree with such a projection.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8e0cf709dcbba649e38293b6c7f3a6\" tg-width=\"640\" tg-height=\"238\" width=\"100%\" height=\"auto\"/><span>Author based on Seeking Alpha data</span></p><p>In the meantime, its financial position is strong. The balance sheet is in good condition, as seen in the next chart below, providing the liquidity and financial flexibility to fuel its continued expansion. Alibaba ended the last quarter with more than $69 billion in cash as seen. In addition, merely 13.4% of the capital structure is comprised of long-term debt (compared to AMZN&#39;s 45.4%), suggesting plenty of flexibility to support growth initiatives.</p><p>Although, note that the table below made a mistake on its cash per share (probably due to confusion about its share count vs its ADR counts). With $69 billion of cash and approximately 2.6 billion ADR outstanding, the total cash per share should be about $26.5. At its current stock price of $75 as of this writing, more than 1/3 of its stock price (35.4% to be exact) is just cash.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fcf65098fee073a34c3bc89c3f81d3f\" tg-width=\"640\" tg-height=\"348\" width=\"100%\" height=\"auto\"/><span>Author based on Seeking Alpha data</span></p><h2>Volatility mispricing and option play</h2><p>As mentioned above, holding the shares directly is a bet on its compressed valuation and growth potential. And an option play can provide a couple of additional advantages, as detailed in my other articles. To recap,</p><blockquote><ul><li><i>First, compared to the buy-and-hold strategy, an option can limit your exposure in terms of the total dollar amount.</i></li><li><i>Second, it can take advantage of both the valuation mispricing AND also volatility mispricing (the buy-and-hold strategy only benefit from the former).</i></li><li><i>Third, it provides a definitive expiration date.</i></li></ul></blockquote><p>As an example, as of this writing, a BABA call option with a $75 strike price (i.e., near the money) that expires on 12/16/2022 sells at about $7.8 as you can see from the first chart below provided by OIC. So $780 would provide exposure to 100 shares, versus $7.5k if you directly own the shares.</p><p>You can also see the implied volatility is only 60.8%. Again, to me, this is an underestimate. As you can see from the second chart below, its IV has ranged from about 50% to about 100% in the past 6 months. And the current IV of 60% is close to the floor of this range. Yet, as argued earlier, recent events and price movements suggest no muting in its actual volatility. Also, as you can see from the third chart below, AMZN&#39;s current IV is close to 60% too (about 56%). However, as aforementioned, the DAILY price actions in BABA shares are nearly on the same magnitude as AMZN&#39;s <i>monthly</i> price fluctuations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ec73e15ba94f68c0e834fa09585379\" tg-width=\"640\" tg-height=\"320\" width=\"100%\" height=\"auto\"/><span>oic.ivolatility.com</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c3f80465a4333814ee01ef3f76d585e\" tg-width=\"520\" tg-height=\"250\" width=\"100%\" height=\"auto\"/><span>BABA historical and implied volatility provided by IVolatility.com</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08c9f56d1ece63e4bfd5535e64d93b24\" tg-width=\"520\" tg-height=\"250\" width=\"100%\" height=\"auto\"/><span>AMZN historical and implied volatility provided by IVolatility.com</span></p><h2>Baba risks and final thoughts</h2><p>Since an option play, in a sense, is a way to limit risks already, I won&#39;t detail the specific risks surrounding BABA shares. Other SA authors have elaborated on the risks eloquently already anyway. Here, let me just repeat the risks inherent in writing options:</p><blockquote><i>Writing options can limit risks in terms of the absolute dollar amount. But it is riskier in relative terms. You can lose 100% and there is actually a good chance of that.</i></blockquote><p>To conclude, the main thesis here is built on an observation that I&#39;ve made about BABA&#39;s implied volatility being mispriced. Yes, it is definitely attractive to own the shares directly in my mind (which I do) under current conditions. The stock is priced at single-digit FWD PE with double-digit growth rates. And it has about $26.5 of cash per ADR on its ledger, more than 1/3 of its stock current price. But an option play could bring an additional catalyst to the table. The upcoming earnings report in November could amplify the mispricing, judging by the recent historical pattern of its price movements around earnings reports.</p><p><i>This article is written by </i><i>Sensor Unlimited</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Q3: Time To Consider An Option Play</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\">\nAlibaba Q3: Time To Consider An Option Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.Such disconnection creates both challenges and opportunities for value-oriented ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275698961","content_text":"SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.Such disconnection creates both challenges and opportunities for value-oriented investors.One such opportunity involves an observation that I’ve made about its implied volatility being mispriced.As such, you can consider an option play here either to hedge your existing positions or to open a new position.The upcoming earnings report in November for its September quarter (CY22 Q3) could amplify the mispricing based on its recent historical pattern.remco86ThesisAlibaba's (NYSE:BABA) stock price continues to be directed by short-term events and disjointed from business fundamentals. While its financial performances are partly to blame (although quite healthy in my view), its stock price movements have been largely dominated by news events, such as the uncertainty in the Chinese regulatory environment, the lingering COVID-19 concerns, and the China-U.S. tension. To cite a few recent examples (shown in the chart below),On May 26, after reporting its March quarter results, its stock price climbed 14.8% in one day. And shortly afterward, on June 8, the Chinese government announced the approval of a new round of video game licenses, and its stock prices increased by another 14.7%.Then in July, it was fined by antitrust regulators for the improper reporting of previous merger deals. In particular, on July 11, its stock declined by 9.2% even though the fine amounted to only $373k.On July 29, it was added back to the U.S. SEC's watchlist of Chinese companies that might be delisted. The news triggered an 11% decline in its stock price to close at $89 from $100 the day before.Then finally on August 4, 2022, when it reported its June Quarter earnings, the stock prices fluctuated between a low of $95 and a high of $103 in a single day, translating into an 8.4% daily fluctuation.I am citing all these detailed events and price movements to give you a concrete feeling of its price volatility so that you can see the main thesis of this article: the mispricing of its implied volatility (\"IV\") in the options market.Author based on Yahoo! dataThe mispricing probably is best illustrated by comparison against its U.S. counterpart: Amazon (AMZN). The price movements of AMZN in the past 6 months are shown in the bottom panel of the above chart. In contrast to BABA's frequent ~10% DAILY price volatilities, AMZN stock price has been largely range-bound between $140 and $105, translating into a fluctuation of around 16% around a mean price of $122.5 over the past few MONTHS. Yet, as you will see in a later section, the options market currently assigns an IV of about 61% for BABA for its Dec 16, 2022, option. And the IV it assigns for AMZN is about the same (a bit below 60%), accentuating the IV mispricing.Looking forward, BABA is expected to report earnings on 11/17/2022 according to Nasdaq's schedule. Considering the IV mispricing, an option with expiry after that (say Dec 16, 2022) could either help to hedge your existing positions or to open a new position. Directly holding the shares can help you to benefit from its compressed valuation (as to be detailed in the next section immediately below). But an option play can help you to benefit from the compression in its valuation AND also the IV mispricing.Business outlook and growth potentialAdmittedly, BABA's earning results have been a bit choppy lately. However, in its upcoming earnings report for the September 2022 quarter, I expected a number of promising growth avenues. These catalysts should support healthy earnings growth, especially in the near- to mid-term, say in the 2025-2027 timeframe. First, I expect the Chinese economy to recover considerably once COVID-19 concerns clear up. Second, BABA is still very successful at attracting new annual active customers from the vast population of China, especially from the less developed areas. Notably, Tmall and Taobao continue to perform well. Third, on the international stage, platforms such as Lazada and AliExpress logged solid double-digit order growth rates in fiscal 2021, and I foresee such growth to continue or even accelerate in the next few years. Finally, on top of all these, its cloud segment continues to capture market share within the burgeoning global cloud niche. All told, consensus estimates project an 11.5% EPS expansion in the next five years, as you can see from the first chart below. And I tend to agree with such a projection.Author based on Seeking Alpha dataIn the meantime, its financial position is strong. The balance sheet is in good condition, as seen in the next chart below, providing the liquidity and financial flexibility to fuel its continued expansion. Alibaba ended the last quarter with more than $69 billion in cash as seen. In addition, merely 13.4% of the capital structure is comprised of long-term debt (compared to AMZN's 45.4%), suggesting plenty of flexibility to support growth initiatives.Although, note that the table below made a mistake on its cash per share (probably due to confusion about its share count vs its ADR counts). With $69 billion of cash and approximately 2.6 billion ADR outstanding, the total cash per share should be about $26.5. At its current stock price of $75 as of this writing, more than 1/3 of its stock price (35.4% to be exact) is just cash.Author based on Seeking Alpha dataVolatility mispricing and option playAs mentioned above, holding the shares directly is a bet on its compressed valuation and growth potential. And an option play can provide a couple of additional advantages, as detailed in my other articles. To recap,First, compared to the buy-and-hold strategy, an option can limit your exposure in terms of the total dollar amount.Second, it can take advantage of both the valuation mispricing AND also volatility mispricing (the buy-and-hold strategy only benefit from the former).Third, it provides a definitive expiration date.As an example, as of this writing, a BABA call option with a $75 strike price (i.e., near the money) that expires on 12/16/2022 sells at about $7.8 as you can see from the first chart below provided by OIC. So $780 would provide exposure to 100 shares, versus $7.5k if you directly own the shares.You can also see the implied volatility is only 60.8%. Again, to me, this is an underestimate. As you can see from the second chart below, its IV has ranged from about 50% to about 100% in the past 6 months. And the current IV of 60% is close to the floor of this range. Yet, as argued earlier, recent events and price movements suggest no muting in its actual volatility. Also, as you can see from the third chart below, AMZN's current IV is close to 60% too (about 56%). However, as aforementioned, the DAILY price actions in BABA shares are nearly on the same magnitude as AMZN's monthly price fluctuations.oic.ivolatility.comBABA historical and implied volatility provided by IVolatility.comAMZN historical and implied volatility provided by IVolatility.comBaba risks and final thoughtsSince an option play, in a sense, is a way to limit risks already, I won't detail the specific risks surrounding BABA shares. Other SA authors have elaborated on the risks eloquently already anyway. Here, let me just repeat the risks inherent in writing options:Writing options can limit risks in terms of the absolute dollar amount. But it is riskier in relative terms. You can lose 100% and there is actually a good chance of that.To conclude, the main thesis here is built on an observation that I've made about BABA's implied volatility being mispriced. Yes, it is definitely attractive to own the shares directly in my mind (which I do) under current conditions. The stock is priced at single-digit FWD PE with double-digit growth rates. And it has about $26.5 of cash per ADR on its ledger, more than 1/3 of its stock current price. But an option play could bring an additional catalyst to the table. The upcoming earnings report in November could amplify the mispricing, judging by the recent historical pattern of its price movements around earnings reports.This article is written by Sensor Unlimited for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914315321,"gmtCreate":1665188003863,"gmtModify":1676537568931,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Interest rise, stock market down. When will this come to a turning point.&nbsp;","listText":"Interest rise, stock market down. When will this come to a turning point.&nbsp;","text":"Interest rise, stock market down. When will this come to a turning point.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914315321","repostId":"1195734170","repostType":4,"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914312822,"gmtCreate":1665187881566,"gmtModify":1676537568909,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Be patient. Wait for unbelievable moment.&nbsp;","listText":"Be patient. Wait for unbelievable moment.&nbsp;","text":"Be patient. Wait for unbelievable moment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9914312822","repostId":"2273816362","repostType":4,"repost":{"id":"2273816362","pubTimestamp":1665156353,"share":"https://ttm.financial/m/news/2273816362?lang=&edition=fundamental","pubTime":"2022-10-07 23:25","market":"us","language":"en","title":"Is Now the Right Time to Buy Netflix Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2273816362","media":"Motley Fool","summary":"The leading streaming service is up 28% in the past three months.","content":"<html><head></head><body><p>We&#39;re slightly more than nine months into 2022, and <b>Netflix</b> shares are down 62% for the year. For a stock that produced a remarkable return of 6,000% from the start of 2012 through the end of 2021, this is a rude awakening.</p><p>The streaming industry is becoming hyper-competitive, a fact that management can no longer ignore. What&#39;s more, Netflix itself is undergoing a major strategic shift in an effort to spur growth once again. Should investors buy the top streaming stock today? Let&#39;s take a closer look.</p><h2>Recent troubles</h2><p>Netflix has had a rough time in 2022, losing a combined 1.2 million subscribers in the first six months of the year. This is a far cry from the massive customer additions investors have become used to seeing in recent years. And unsurprisingly, revenue growth has dramatically slowed. Sales of $8 billion in the second quarter were up just 8.6% year over year, the slowest pace in at least the last nine years.</p><p>I really think this shift comes down to one key factor: the intense competition for consumers&#39; eyeballs. With a seemingly unlimited number of streaming options on the market, Netflix is no longer the only game in town -- not to mention all of the other entertainment choices people have that don&#39;t involve staring at a screen.</p><p>The company is set to announce Q3 financial results on Tuesday, Oct. 18. Management expects the business to increase revenue by 4.7% year over year, and forecasts 1 million net new subscribers. A strong showing will certainly support a higher stock price.</p><h2>Growth outlook</h2><p>Despite recent headwinds, Netflix&#39;s global opportunity is still massive. There are currently roughly 800 million broadband households worldwide (excluding China, where Netflix isn&#39;t offered), a figure that can be viewed as Netflix&#39;s total addressable market. With 221 million subscribers today, there&#39;s still a large growth opportunity ahead.</p><p>It&#39;s starting to look like Netflix&#39;s most mature markets, the U.S. and Canada, are saturated, as these two countries lost a combined 1.9 million members over the past two quarters. Therefore, international markets will be the key driver when it comes to attracting more customers. The Asia-Pacific region, in particular, is the fastest growing segment for Netflix, adding almost 7 million subscribers over the last four quarters.</p><p>To boost the company&#39;s prospects, management earlier this year announced plans to introduce a cheaper, ad-supported subscription tier. Reed Hastings, Netflix&#39;s co-founder and co-CEO, long rejected this idea because he thought it would damage the brand and consumer experience. But with growth hitting a wall, and heightened competition in the industry, this seems like a no-brainer strategic move.</p><p>The company believes that some 40 million accounts will be signed up for this option by the end of Q3 2023. But undoubtedly, some customers who pay for the ad-free version will move over to the lower-cost option, making it hard to pinpoint the incremental revenue opportunity. Partnering with tech giant <b>Microsoft</b> on this endeavor, Netflix will make its ad-based subscription option available in select markets starting in November.</p><p>It&#39;s also worth mentioning Netflix&#39;s gaming push. While the company wants to bring more games to market in order to raise the value proposition of being a Netflix subscriber, and has purchased multiple studios to help this initiative, gaming hasn&#39;t moved the financial needle just yet.</p><h2>Current valuation</h2><p>After hitting an all-time high closing price of $692 last November, Netflix shares are down 67%. And as a result, the stock is currently trading hands at a price-to-earnings ratio of under 21, which is about as cheap as it has been at any point over the past decade. This simple metric signals an attractive entry price.</p><p>However, looking at Netflix&#39;s earnings might not be the right approach to valuation. This is because the company spends huge amounts of cash on content -- more than $17 billion in 2021 -- rendering accounting profits essentially meaningless. Therefore, the price-to-sales (P/S) multiple might be more appropriate in this situation. Currently, the P/S ratio stands at 3.4, about half the trailing 10-year average. Again, this shows us that Netflix stock is cheap by historical measures.</p><p>It certainly looks like the monster growth that investors have expecting from Netflix over the past decade is coming to an end. But that doesn&#39;t mean it&#39;s time to abandon the stock. In fact, the business, which has long been a cash-burning machine, is on the cusp of generating sustainable positive free cash flow, starting with this year. Add this to an undemanding valuation, and investors should consider buying shares in the streaming pioneer now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now the Right Time to Buy Netflix Stock?</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\">\nIs Now the Right Time to Buy Netflix Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/07/is-now-the-right-time-to-buy-netflix-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We're slightly more than nine months into 2022, and Netflix shares are down 62% for the year. For a stock that produced a remarkable return of 6,000% from the start of 2012 through the end of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/07/is-now-the-right-time-to-buy-netflix-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/10/07/is-now-the-right-time-to-buy-netflix-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273816362","content_text":"We're slightly more than nine months into 2022, and Netflix shares are down 62% for the year. For a stock that produced a remarkable return of 6,000% from the start of 2012 through the end of 2021, this is a rude awakening.The streaming industry is becoming hyper-competitive, a fact that management can no longer ignore. What's more, Netflix itself is undergoing a major strategic shift in an effort to spur growth once again. Should investors buy the top streaming stock today? Let's take a closer look.Recent troublesNetflix has had a rough time in 2022, losing a combined 1.2 million subscribers in the first six months of the year. This is a far cry from the massive customer additions investors have become used to seeing in recent years. And unsurprisingly, revenue growth has dramatically slowed. Sales of $8 billion in the second quarter were up just 8.6% year over year, the slowest pace in at least the last nine years.I really think this shift comes down to one key factor: the intense competition for consumers' eyeballs. With a seemingly unlimited number of streaming options on the market, Netflix is no longer the only game in town -- not to mention all of the other entertainment choices people have that don't involve staring at a screen.The company is set to announce Q3 financial results on Tuesday, Oct. 18. Management expects the business to increase revenue by 4.7% year over year, and forecasts 1 million net new subscribers. A strong showing will certainly support a higher stock price.Growth outlookDespite recent headwinds, Netflix's global opportunity is still massive. There are currently roughly 800 million broadband households worldwide (excluding China, where Netflix isn't offered), a figure that can be viewed as Netflix's total addressable market. With 221 million subscribers today, there's still a large growth opportunity ahead.It's starting to look like Netflix's most mature markets, the U.S. and Canada, are saturated, as these two countries lost a combined 1.9 million members over the past two quarters. Therefore, international markets will be the key driver when it comes to attracting more customers. The Asia-Pacific region, in particular, is the fastest growing segment for Netflix, adding almost 7 million subscribers over the last four quarters.To boost the company's prospects, management earlier this year announced plans to introduce a cheaper, ad-supported subscription tier. Reed Hastings, Netflix's co-founder and co-CEO, long rejected this idea because he thought it would damage the brand and consumer experience. But with growth hitting a wall, and heightened competition in the industry, this seems like a no-brainer strategic move.The company believes that some 40 million accounts will be signed up for this option by the end of Q3 2023. But undoubtedly, some customers who pay for the ad-free version will move over to the lower-cost option, making it hard to pinpoint the incremental revenue opportunity. Partnering with tech giant Microsoft on this endeavor, Netflix will make its ad-based subscription option available in select markets starting in November.It's also worth mentioning Netflix's gaming push. While the company wants to bring more games to market in order to raise the value proposition of being a Netflix subscriber, and has purchased multiple studios to help this initiative, gaming hasn't moved the financial needle just yet.Current valuationAfter hitting an all-time high closing price of $692 last November, Netflix shares are down 67%. And as a result, the stock is currently trading hands at a price-to-earnings ratio of under 21, which is about as cheap as it has been at any point over the past decade. This simple metric signals an attractive entry price.However, looking at Netflix's earnings might not be the right approach to valuation. This is because the company spends huge amounts of cash on content -- more than $17 billion in 2021 -- rendering accounting profits essentially meaningless. Therefore, the price-to-sales (P/S) multiple might be more appropriate in this situation. Currently, the P/S ratio stands at 3.4, about half the trailing 10-year average. Again, this shows us that Netflix stock is cheap by historical measures.It certainly looks like the monster growth that investors have expecting from Netflix over the past decade is coming to an end. But that doesn't mean it's time to abandon the stock. In fact, the business, which has long been a cash-burning machine, is on the cusp of generating sustainable positive free cash flow, starting with this year. Add this to an undemanding valuation, and investors should consider buying shares in the streaming pioneer now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915471962,"gmtCreate":1665103549856,"gmtModify":1676537557353,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Be patient, wait for the right entry price.&nbsp;","listText":"Be patient, wait for the right entry price.&nbsp;","text":"Be patient, wait for the right entry price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9915471962","repostId":"2273380106","repostType":4,"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916691914,"gmtCreate":1664583335338,"gmtModify":1676537479371,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Where is the bottom?&nbsp;","listText":"Where is the bottom?&nbsp;","text":"Where is the bottom?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916691914","repostId":"2272080774","repostType":4,"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918141331,"gmtCreate":1664342238924,"gmtModify":1676537437168,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Can it be worst then now.","listText":"Can it be worst then now.","text":"Can it be worst then now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918141331","repostId":"1185646921","repostType":4,"repost":{"id":"1185646921","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664352593,"share":"https://ttm.financial/m/news/1185646921?lang=&edition=fundamental","pubTime":"2022-09-28 16:09","market":"us","language":"en","title":"Option Movers｜Mega-Cap Stocks Like Tesla and Meta Stop Bleeding; This Bond ETF Shows a Bear Market Since 1946 Is Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1185646921","media":"Tiger Newspress","summary":"Wall Street sank deeper into a bear market on Tuesday(Sep.27), with the S&P 500 recording its lowest","content":"<html><head></head><body><p>Wall Street sank deeper into a bear market on Tuesday(Sep.27), with the S&amp;P 500 recording its lowest close in almost two-years as Federal Reserve policymakers showed an appetite for more interest rate hikes, even at the risk of throwing the economy into a downturn.</p><p>The Dow Jones Industrial Average fell 0.43% to end at 29,134.99 points, while the S&amp;P 500 lost 0.21% to 3,647.29.The Nasdaq Composite climbed 0.25% to 10,829.50.</p><h2>Options Broad View</h2><p>A total volume of 36,200,473 contracts were traded on Tuesday, down 4.08% from the previous day. Call options account for49% of total options trades.</p><p>There are 9.17 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> options traded on Tuesday. Call options account for 41% in overall option trades. Particularly high volume was seen for the $360 strike put option expiring September 28, with 262,506 contracts trading on Tuesday.</p><h2>Top 10 Option Volumes</h2><p><b>Top 10:SPY, QQQ,TSLA,IWM,AAPL, VIX, LQD, AMZN, HYG, TQQQ</b></p><p>Options related to equity index ETFs are still top choices for investors, with 2.6 million <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> options contracts trading on Tuesday. Call options account for 45% in overall option trades. Total trading volume for <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> rose 0.88% while <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b>’s trading volume slid 15.03%, respectively, from the previous day.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> rose 2.51% on Tuesday as it was expecting a “very high volume” of vehicle deliveries during the end of the quarter, and it is asking all employees to help – even those outside of the sale and delivery organization.</p><p>There are 1,630,000 option contracts traded on Tuesday. Call options account for 53% of overall option trades. Particularly high volume was seen for the $285 strike call option expiring September 30, with 88,071 contracts trading on Tuesday.</p><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f1f60815616a3d013afe8cba8bf89b9\" tg-width=\"467\" tg-height=\"929\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07572182a26c8057619ff1359b959043\" tg-width=\"933\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a></b> slid 1.44% on Tuesday, RBC Capital Markets said the concerns over its Reels video product have reached a &#34;fever pitch&#34; and shares are still &#34;attractive on a risk-reward basis. It had an outperform rating and a $190 price target on Meta Platforms (META) shares.</p><p>There are 383,200 option contracts traded on Tuesday. Call options account for 70% of overall option trades. Particularly high volume was seen for the $138 strike call option expiring September 30, with 7,421 contracts trading on Tuesday.</p><p><b><a href=\"https://laohu8.com/S/TLT\">iShares 20+ Year Treasury Bond ETF</a></b> slid 2.63% on Tuesday, global bonds are now in their first bear market in 76 years, after having dropped 20% from their peaks, according to Deutsche Bank research dating back to 1786. The last time global bonds fared so poorly was in 1946, the year that the first session of the United Nations was held in London after the end of World War II.</p><p>There are 331,200 option contracts traded on Tuesday. Call options account for 69% of overall option trades. Particularly high volume was seen for the $105 strike call option expiring September 30, with 15,171 contracts trading on Tuesday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><b>Top 10 bullish stocks: FXI, SPY, IWM, QQQ, ASHR, XLE, XLU, TLT, GLD, MFA</b></p><p><b>Top 10 bearish stocks: IPOF, TSLA, SAVE, NLY, GM, PBR, SNAP, PLTR, AAPL, SOFI</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f48c3d22631eb2dd753aa97670f6bc6\" tg-width=\"553\" tg-height=\"274\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></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>Option Movers｜Mega-Cap Stocks Like Tesla and Meta Stop Bleeding; This Bond ETF Shows a Bear Market Since 1946 Is Coming</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\">\nOption Movers｜Mega-Cap Stocks Like Tesla and Meta Stop Bleeding; This Bond ETF Shows a Bear Market Since 1946 Is Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-28 16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street sank deeper into a bear market on Tuesday(Sep.27), with the S&amp;P 500 recording its lowest close in almost two-years as Federal Reserve policymakers showed an appetite for more interest rate hikes, even at the risk of throwing the economy into a downturn.</p><p>The Dow Jones Industrial Average fell 0.43% to end at 29,134.99 points, while the S&amp;P 500 lost 0.21% to 3,647.29.The Nasdaq Composite climbed 0.25% to 10,829.50.</p><h2>Options Broad View</h2><p>A total volume of 36,200,473 contracts were traded on Tuesday, down 4.08% from the previous day. Call options account for49% of total options trades.</p><p>There are 9.17 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> options traded on Tuesday. Call options account for 41% in overall option trades. Particularly high volume was seen for the $360 strike put option expiring September 28, with 262,506 contracts trading on Tuesday.</p><h2>Top 10 Option Volumes</h2><p><b>Top 10:SPY, QQQ,TSLA,IWM,AAPL, VIX, LQD, AMZN, HYG, TQQQ</b></p><p>Options related to equity index ETFs are still top choices for investors, with 2.6 million <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> options contracts trading on Tuesday. Call options account for 45% in overall option trades. Total trading volume for <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> rose 0.88% while <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b>’s trading volume slid 15.03%, respectively, from the previous day.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> rose 2.51% on Tuesday as it was expecting a “very high volume” of vehicle deliveries during the end of the quarter, and it is asking all employees to help – even those outside of the sale and delivery organization.</p><p>There are 1,630,000 option contracts traded on Tuesday. Call options account for 53% of overall option trades. Particularly high volume was seen for the $285 strike call option expiring September 30, with 88,071 contracts trading on Tuesday.</p><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f1f60815616a3d013afe8cba8bf89b9\" tg-width=\"467\" tg-height=\"929\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07572182a26c8057619ff1359b959043\" tg-width=\"933\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a></b> slid 1.44% on Tuesday, RBC Capital Markets said the concerns over its Reels video product have reached a &#34;fever pitch&#34; and shares are still &#34;attractive on a risk-reward basis. It had an outperform rating and a $190 price target on Meta Platforms (META) shares.</p><p>There are 383,200 option contracts traded on Tuesday. Call options account for 70% of overall option trades. Particularly high volume was seen for the $138 strike call option expiring September 30, with 7,421 contracts trading on Tuesday.</p><p><b><a href=\"https://laohu8.com/S/TLT\">iShares 20+ Year Treasury Bond ETF</a></b> slid 2.63% on Tuesday, global bonds are now in their first bear market in 76 years, after having dropped 20% from their peaks, according to Deutsche Bank research dating back to 1786. The last time global bonds fared so poorly was in 1946, the year that the first session of the United Nations was held in London after the end of World War II.</p><p>There are 331,200 option contracts traded on Tuesday. Call options account for 69% of overall option trades. Particularly high volume was seen for the $105 strike call option expiring September 30, with 15,171 contracts trading on Tuesday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><b>Top 10 bullish stocks: FXI, SPY, IWM, QQQ, ASHR, XLE, XLU, TLT, GLD, MFA</b></p><p><b>Top 10 bearish stocks: IPOF, TSLA, SAVE, NLY, GM, PBR, SNAP, PLTR, AAPL, SOFI</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f48c3d22631eb2dd753aa97670f6bc6\" tg-width=\"553\" tg-height=\"274\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","TSLA":"特斯拉","TLT":"20+年以上美国国债ETF-iShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185646921","content_text":"Wall Street sank deeper into a bear market on Tuesday(Sep.27), with the S&P 500 recording its lowest close in almost two-years as Federal Reserve policymakers showed an appetite for more interest rate hikes, even at the risk of throwing the economy into a downturn.The Dow Jones Industrial Average fell 0.43% to end at 29,134.99 points, while the S&P 500 lost 0.21% to 3,647.29.The Nasdaq Composite climbed 0.25% to 10,829.50.Options Broad ViewA total volume of 36,200,473 contracts were traded on Tuesday, down 4.08% from the previous day. Call options account for49% of total options trades.There are 9.17 million SPDR S&P 500 ETF Trust options traded on Tuesday. Call options account for 41% in overall option trades. Particularly high volume was seen for the $360 strike put option expiring September 28, with 262,506 contracts trading on Tuesday.Top 10 Option VolumesTop 10:SPY, QQQ,TSLA,IWM,AAPL, VIX, LQD, AMZN, HYG, TQQQOptions related to equity index ETFs are still top choices for investors, with 2.6 million Invesco QQQ Trust options contracts trading on Tuesday. Call options account for 45% in overall option trades. Total trading volume for SPDR S&P 500 ETF Trust rose 0.88% while Invesco QQQ Trust’s trading volume slid 15.03%, respectively, from the previous day.Tesla Motors rose 2.51% on Tuesday as it was expecting a “very high volume” of vehicle deliveries during the end of the quarter, and it is asking all employees to help – even those outside of the sale and delivery organization.There are 1,630,000 option contracts traded on Tuesday. Call options account for 53% of overall option trades. Particularly high volume was seen for the $285 strike call option expiring September 30, with 88,071 contracts trading on Tuesday.Source: Tiger Trade APPUnusual Options ActivitySource: Market ChameleonMeta Platforms, Inc. slid 1.44% on Tuesday, RBC Capital Markets said the concerns over its Reels video product have reached a \"fever pitch\" and shares are still \"attractive on a risk-reward basis. It had an outperform rating and a $190 price target on Meta Platforms (META) shares.There are 383,200 option contracts traded on Tuesday. Call options account for 70% of overall option trades. Particularly high volume was seen for the $138 strike call option expiring September 30, with 7,421 contracts trading on Tuesday.iShares 20+ Year Treasury Bond ETF slid 2.63% on Tuesday, global bonds are now in their first bear market in 76 years, after having dropped 20% from their peaks, according to Deutsche Bank research dating back to 1786. The last time global bonds fared so poorly was in 1946, the year that the first session of the United Nations was held in London after the end of World War II.There are 331,200 option contracts traded on Tuesday. Call options account for 69% of overall option trades. Particularly high volume was seen for the $105 strike call option expiring September 30, with 15,171 contracts trading on Tuesday.TOP Bullish & Bearish Single StocksThis report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: FXI, SPY, IWM, QQQ, ASHR, XLE, XLU, TLT, GLD, MFATop 10 bearish stocks: IPOF, TSLA, SAVE, NLY, GM, PBR, SNAP, PLTR, AAPL, SOFISource: Market Chameleon","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918156668,"gmtCreate":1664339950254,"gmtModify":1676537436766,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"I not changing my phone. Current one can meet my requirements.&nbsp;","listText":"I not changing my phone. Current one can meet my requirements.&nbsp;","text":"I not changing my phone. Current one can meet my requirements.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9918156668","repostId":"1168366695","repostType":4,"repost":{"id":"1168366695","pubTimestamp":1664336485,"share":"https://ttm.financial/m/news/1168366695?lang=&edition=fundamental","pubTime":"2022-09-28 11:41","market":"fut","language":"en","title":"Stock Futures Slide Amid Report Apple Is Ditching iPhone Production Boost","url":"https://stock-news.laohu8.com/highlight/detail?id=1168366695","media":"Seeking Alpha","summary":"Stock futures are setting up for a bigger Wednesday fall, after Tuesday's late fizzle from a relief ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/80fafa461e3b8dcbf0a9bb245ecb4004\" tg-width=\"750\" tg-height=\"519\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Stock futures are setting up for a bigger Wednesday fall, after Tuesday&#39;s late fizzle from a relief rally, following a report that Apple (NASDAQ:AAPL) ispulling back from plansto boost iPhone productionwhen an expected demand spike didn&#39;t show up.</p><p>Apple (AAPL) is telling suppliers to back off from an effort to boost assembly of iPhone 14 models by up to 6M units in the second half, Bloomberg reports, instead focusing on a flat 90M-handset forecast consistent with the prior year.</p><p>Dow Jones (DJI) futures slid about 0.55%, while S&amp;P 500 (SP500) futures dropped 0.68% and Nasdaq (COMP.IND) futures tumbled 0.93%.</p><p><img src=\"https://static.tigerbbs.com/c8f5f5513bf918ebd23011c575e256d9\" tg-width=\"289\" tg-height=\"118\" width=\"100%\" height=\"auto\"/></p><p>The 10-year Treasury yield (US10Y) has cracked the 4% barrier for the first time since 2010, while 2-year Treasury yields (US2Y) hit 4.295%.</p><p>Apple (AAPL) had boosted projections as it headed into its launch event for the iPhone 14, and suppliers had started preparing for a 7% boost to orders. But the anticipated demand hasn&#39;t materialized, and Apple is reversing course, according to the report.</p><p>The higher-priced iPhone 14 Pro models are reportedlyseeing more demandthan the lower-priced phones, and at least one supplier is shifting capacity toward the premium models in response.</p><p>Apple has confirmed it was moving iPhone productioninto India as it diversified away from China.</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>Stock Futures Slide Amid Report Apple Is Ditching iPhone Production Boost</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\">\nStock Futures Slide Amid Report Apple Is Ditching iPhone Production Boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-28 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3886588-stock-futures-slide-on-report-apple-is-ditching-iphone-production-boost><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock futures are setting up for a bigger Wednesday fall, after Tuesday's late fizzle from a relief rally, following a report that Apple (NASDAQ:AAPL) ispulling back from plansto boost iPhone ...</p>\n\n<a href=\"https://seekingalpha.com/news/3886588-stock-futures-slide-on-report-apple-is-ditching-iphone-production-boost\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3886588-stock-futures-slide-on-report-apple-is-ditching-iphone-production-boost","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168366695","content_text":"Stock futures are setting up for a bigger Wednesday fall, after Tuesday's late fizzle from a relief rally, following a report that Apple (NASDAQ:AAPL) ispulling back from plansto boost iPhone productionwhen an expected demand spike didn't show up.Apple (AAPL) is telling suppliers to back off from an effort to boost assembly of iPhone 14 models by up to 6M units in the second half, Bloomberg reports, instead focusing on a flat 90M-handset forecast consistent with the prior year.Dow Jones (DJI) futures slid about 0.55%, while S&P 500 (SP500) futures dropped 0.68% and Nasdaq (COMP.IND) futures tumbled 0.93%.The 10-year Treasury yield (US10Y) has cracked the 4% barrier for the first time since 2010, while 2-year Treasury yields (US2Y) hit 4.295%.Apple (AAPL) had boosted projections as it headed into its launch event for the iPhone 14, and suppliers had started preparing for a 7% boost to orders. But the anticipated demand hasn't materialized, and Apple is reversing course, according to the report.The higher-priced iPhone 14 Pro models are reportedlyseeing more demandthan the lower-priced phones, and at least one supplier is shifting capacity toward the premium models in response.Apple has confirmed it was moving iPhone productioninto India as it diversified away from China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937472084,"gmtCreate":1663493518648,"gmtModify":1676537279105,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Wait for good entry price","listText":"Wait for good entry price","text":"Wait for good entry price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9937472084","repostId":"1178217025","repostType":4,"repost":{"id":"1178217025","pubTimestamp":1663469307,"share":"https://ttm.financial/m/news/1178217025?lang=&edition=fundamental","pubTime":"2022-09-18 10:48","market":"us","language":"en","title":"Got $5,000? Buy and Hold These 3 Value Stocks for Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1178217025","media":"Motley Fool","summary":"These value stocks also look a lot like growth stocks -- offering the best of both worlds.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Meta Platforms is a social media juggernaut with high hopes for its &#34;Reality Labs&#34; business.</li><li>ServiceNow is growing rapidly, serving many businesses and collecting recurring revenue.</li><li>ASML Holding is a major supplier to semiconductor companies and is seeing great demand for its products.</li></ul><p>Growth stocks tend to be exciting: The companies behind them are typically expanding their revenues at a relatively rapid clip, with the stock shares following suit. But there&#39;s a problem -- growth stocks are not always attractively valued. If you buy one when it&#39;s overvalued, it stands a decent chance of declining in the near term.</p><p>So you might want to consider being more of a value investor, seeking terrific undervalued stocks. Better still, you might look for fast-growing companies with undervalued shares. If you find them, you&#39;ll end up with stocks that reflect both growth and value.</p><p>Here are three stocks that seem meaningfully undervalued, and each of them could be considered a growth stock, as well. They&#39;re solid candidates if you have $5,000 to spend -- and even if you have $1,000 or $50,000 to spend.</p><h2><b>1. Meta Platforms</b></h2><p><b>Meta Platforms</b> is the company you might know as Facebook, but it changed its name in 2021 to reflect the scope of its operations and ambitions beyond its original social media platform. Its social media operations are rather enormous, though, with nearly 3 billion monthly active users and nearly 2 billion daily active users for Facebook alone. When you add in its other platforms -- which include Instagram, Messenger, and WhatsApp -- it has close to 3 billion daily active users.</p><p>Meanwhile, according to the company, &#34;Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology,&#34; -- thus its other main division, &#34;Reality Labs.&#34; So far, it&#39;s far from a big money-making enterprise, but management has high hopes for it. The company is also chasing additional profits from expanded e-commerce operations, greater use of artificial intelligence for driving content recommendations, and its answer to TikTok videos -- reels.</p><p>So why might Meta Platforms be a value stock? Well, its recent performances have disappointed investors, and their responses to its results, along with the overall market downturn, have sent its shares down by nearly 60% from their 52-week high. Now, they trade at a forward price-to-earnings ratio of 14, well below their five-year average of 27. This could be a great buying opportunity for long-term believers in Mark Zuckerberg and his business.</p><h2><b>2. ServiceNow</b></h2><p><b>ServiceNow</b>, has a market cap of more than $90 billion, but its shares have fallen this year to about 36% below their 52-week high. The software-as-a-service company describes itself like this: &#34;Our cloud‑based platform and solutions help digitize and unify organizations so that they can find smarter, faster, better ways to make work flow&#34; and so &#34;employees and customers can be more connected, more innovative, and more agile.&#34;</p><p>Its second quarter featured subscription revenue of $1.7 billion, up 25% year over year, and total revenue of $1.8 billion, up 24%. Subscription income can be a big plus for a business, as it tends to keep recurring regularly, making it easier for management to plan. The company also noted: &#34;ServiceNow continues to expand its global footprint with more than 100 customers now paying over $10 million in annual contract value in Q2 2022, up more than 50% year‑over‑year.&#34;</p><p>Clearly, this is an attractive business -- and it&#39;s trading at attractive levels, too, with a recent forward-price-to-earnings ratio of 52, well below its five-year average of 80.</p><h2><b>3. ASML Holding</b></h2><p>Netherlands-based <b>ASML Holding</b> is, in its own words, &#34;a leading supplier to the semiconductor industry. The company provides chipmakers with hardware, software and services to mass produce the patterns of integrated circuits (microchips). Together with its partners, ASML drives the advancement of more affordable, more powerful, more energy-efficient microchips.&#34; Its market cap recently was near $185 billion, and it employs some 35,000 people.</p><p>The company&#39;s second-quarter report was a bit of a mixed bag. On the one hand, it booked a record level of new orders and the company&#39;s backlog of orders stands at around 33 billion euros -- reflecting great demand for its products. On the other hand, the company (like many others) is being pressured by supply chain issues and inflation. In response, management has reduced its expectations for revenue growth and profitability.</p><p>Its shares, meanwhile, were recently down some 47% from their 52-week high. Yes, it&#39;s facing some headwinds, but these headwinds are not likely to last forever. The stock&#39;s recent price-to-cash-flow ratio was recently 20, well below its five-year average of 37, suggesting undervaluation. At this level, it should draw the attention of investors.</p><p>These are just a few of the many compellingly valued stocks out there now, and plenty of these businesses have been growing at a rapid clip, too. Take a closer look at any that interest you to see if they seem worthy of a berth in your long-term portfolio.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $5,000? Buy and Hold These 3 Value Stocks for Years</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\">\nGot $5,000? Buy and Hold These 3 Value Stocks for Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-18 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/17/got-5000-buy-and-hold-these-3-value-stocks-for-yea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMeta Platforms is a social media juggernaut with high hopes for its \"Reality Labs\" business.ServiceNow is growing rapidly, serving many businesses and collecting recurring revenue.ASML ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/17/got-5000-buy-and-hold-these-3-value-stocks-for-yea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","NOW":"ServiceNow","META":"Meta Platforms, Inc."},"source_url":"https://www.fool.com/investing/2022/09/17/got-5000-buy-and-hold-these-3-value-stocks-for-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178217025","content_text":"KEY POINTSMeta Platforms is a social media juggernaut with high hopes for its \"Reality Labs\" business.ServiceNow is growing rapidly, serving many businesses and collecting recurring revenue.ASML Holding is a major supplier to semiconductor companies and is seeing great demand for its products.Growth stocks tend to be exciting: The companies behind them are typically expanding their revenues at a relatively rapid clip, with the stock shares following suit. But there's a problem -- growth stocks are not always attractively valued. If you buy one when it's overvalued, it stands a decent chance of declining in the near term.So you might want to consider being more of a value investor, seeking terrific undervalued stocks. Better still, you might look for fast-growing companies with undervalued shares. If you find them, you'll end up with stocks that reflect both growth and value.Here are three stocks that seem meaningfully undervalued, and each of them could be considered a growth stock, as well. They're solid candidates if you have $5,000 to spend -- and even if you have $1,000 or $50,000 to spend.1. Meta PlatformsMeta Platforms is the company you might know as Facebook, but it changed its name in 2021 to reflect the scope of its operations and ambitions beyond its original social media platform. Its social media operations are rather enormous, though, with nearly 3 billion monthly active users and nearly 2 billion daily active users for Facebook alone. When you add in its other platforms -- which include Instagram, Messenger, and WhatsApp -- it has close to 3 billion daily active users.Meanwhile, according to the company, \"Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology,\" -- thus its other main division, \"Reality Labs.\" So far, it's far from a big money-making enterprise, but management has high hopes for it. The company is also chasing additional profits from expanded e-commerce operations, greater use of artificial intelligence for driving content recommendations, and its answer to TikTok videos -- reels.So why might Meta Platforms be a value stock? Well, its recent performances have disappointed investors, and their responses to its results, along with the overall market downturn, have sent its shares down by nearly 60% from their 52-week high. Now, they trade at a forward price-to-earnings ratio of 14, well below their five-year average of 27. This could be a great buying opportunity for long-term believers in Mark Zuckerberg and his business.2. ServiceNowServiceNow, has a market cap of more than $90 billion, but its shares have fallen this year to about 36% below their 52-week high. The software-as-a-service company describes itself like this: \"Our cloud‑based platform and solutions help digitize and unify organizations so that they can find smarter, faster, better ways to make work flow\" and so \"employees and customers can be more connected, more innovative, and more agile.\"Its second quarter featured subscription revenue of $1.7 billion, up 25% year over year, and total revenue of $1.8 billion, up 24%. Subscription income can be a big plus for a business, as it tends to keep recurring regularly, making it easier for management to plan. The company also noted: \"ServiceNow continues to expand its global footprint with more than 100 customers now paying over $10 million in annual contract value in Q2 2022, up more than 50% year‑over‑year.\"Clearly, this is an attractive business -- and it's trading at attractive levels, too, with a recent forward-price-to-earnings ratio of 52, well below its five-year average of 80.3. ASML HoldingNetherlands-based ASML Holding is, in its own words, \"a leading supplier to the semiconductor industry. The company provides chipmakers with hardware, software and services to mass produce the patterns of integrated circuits (microchips). Together with its partners, ASML drives the advancement of more affordable, more powerful, more energy-efficient microchips.\" Its market cap recently was near $185 billion, and it employs some 35,000 people.The company's second-quarter report was a bit of a mixed bag. On the one hand, it booked a record level of new orders and the company's backlog of orders stands at around 33 billion euros -- reflecting great demand for its products. On the other hand, the company (like many others) is being pressured by supply chain issues and inflation. In response, management has reduced its expectations for revenue growth and profitability.Its shares, meanwhile, were recently down some 47% from their 52-week high. Yes, it's facing some headwinds, but these headwinds are not likely to last forever. The stock's recent price-to-cash-flow ratio was recently 20, well below its five-year average of 37, suggesting undervaluation. At this level, it should draw the attention of investors.These are just a few of the many compellingly valued stocks out there now, and plenty of these businesses have been growing at a rapid clip, too. Take a closer look at any that interest you to see if they seem worthy of a berth in your long-term portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9915471962,"gmtCreate":1665103549856,"gmtModify":1676537557353,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Be patient, wait for the right entry price.&nbsp;","listText":"Be patient, wait for the right entry price.&nbsp;","text":"Be patient, wait for the right entry price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9915471962","repostId":"2273380106","repostType":4,"repost":{"id":"2273380106","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1665097319,"share":"https://ttm.financial/m/news/2273380106?lang=&edition=fundamental","pubTime":"2022-10-07 07:01","market":"us","language":"en","title":"US STOCKS-Wall Street Closes Lower As the Fed Pounds Rate Hike Drum","url":"https://stock-news.laohu8.com/highlight/detail?id=2273380106","media":"Reuters","summary":"Oil prices add to inflation woes post-OPEC+ output cutU.S. weekly jobless claims increase more than expectedIndexes fall: Dow down 1.15%, S&P 1.02%, Nasdaq 0.68%Wall Street's major indexes closed lowe","content":"<html><head></head><body><ul><li>Oil prices add to inflation woes post-OPEC+ output cut</li><li>U.S. weekly jobless claims increase more than expected</li><li>Indexes fall: Dow down 1.15%, S&amp;P 1.02%, Nasdaq 0.68%</li></ul><p>Wall Street&#39;s major indexes closed lower on Thursday as concerns mounted ahead of closely watched monthly nonfarm payrolls numbers due on Friday that the Federal Reserve&#39;s aggressive interest rate stance will lead to a recession.</p><p>Markets briefly took comfort from data that showed weekly jobless claims rose by the most in four months last week, raising a glimmer of hope the Fed could ease the implementation since March of the fastest and highest jump in rates in decades.</p><p>The equity market has been slow to acknowledge a consistent message from Fed officials that rates will go higher for longer until the pace of inflation is clearly slowing.</p><p>Chicago Fed President Charles Evans was the latest to spell out the central bank&#39;s outlook on Thursday, saying policymakers expect to deliver 125 basis points of rate hikes before year&#39;s end as inflation readings have been disappointing.</p><p>&#34;The market has been slowly getting the Fed&#39;s message,&#34; said Jason Pride, chief investment officer for private wealth at Glenmede in Philadelphia.</p><p>&#34;There&#39;s a likelihood that the Fed with further rate hikes pushes the economy into a recession in order to bring inflation down,&#34; Pride said. &#34;We don&#39;t think the markets have fully picked up on this.&#34;</p><p>Pride sees a mild recession, but in the average recession there has been a 15% decline in earnings, suggesting the market could fall further. The S&amp;P 500 has declined 22% from its peak on Jan. 3.</p><p>Despite the day&#39;s decline, the three major indexes were poised to post a weekly gain after the sharp rally on Monday and Tuesday.</p><p>The labor market remains tight even as demand begins to cool amid higher rates. On Friday the nonfarm payrolls report on employment in September will help investors gauge whether the Fed alters its aggressive rate-hiking plans.</p><p>Money markets are pricing in an almost 86% chance of a fourth straight 75 basis-point rate hike when policymakers meet on Nov. 1-2.</p><p>To be clear, not everyone foresees a hard landing.</p><p>Dave Sekera, chief U.S. market strategist at Morningstar Inc , said growth will remain sluggish for the foreseeable future and likely will not start to reaccelerate until the second half of 2023, but he does not see a sharp downturn.</p><p>&#34;We&#39;re not forecasting a recession,&#34; Sekera said. &#34;The markets are looking for clarity as to when they think economic activity will reaccelerate and make that sustained rebound.</p><p>&#34;They&#39;re also looking for strong evidence that inflation will begin to really trend down, moving back towards the Fed&#39;s 2% target,&#34; he said.</p><p>Ten of the 11 major S&amp;P 500 sectors fell, led by a 3.3% decline in real estate. Other indices also fell, including semiconductors, small caps and Dow transports. Growth shares fell 0.76%, while value dropped 1.18%.</p><p>Energy was the sole gainer, rising 1.8%.</p><p>Oil prices rose, holding at three-week highs after the Organization of the Petroleum Exporting Countries plus its allies agreed to cut production targets by 2 million barrels per day (bpd), the largest reduction since 2020.</p><p>The Dow Jones Industrial Average fell 346.93 points, or 1.15%, to 29,926.94, the S&amp;P 500 lost 38.76 points, or 1.02%, to 3,744.52 and the Nasdaq Composite dropped 75.33 points, or 0.68%, to 11,073.31.</p><p>Tesla Inc fell 1.1% as Apollo Global Management Inc and Sixth Street Partners, which had been looking to provide financing for Elon Musk&#39;s $44 billion Twitter deal, are no longer in talks with the billionaire.</p><p>Alphabet Inc closed basically flat after the launch of Google&#39;s new phones and its first smart watch.</p><p>Volume on U.S. exchanges was 10.57 billion shares, compared with the 11.67 billion average for the full session over the past 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.32-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted three new 52-week highs and 31 new lows; the Nasdaq Composite recorded 46 new highs and 118 new lows.</p><p><img src=\"https://static.tigerbbs.com/f19641e59325b2e46cc65fd6f210da36\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></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>US STOCKS-Wall Street Closes Lower As the Fed Pounds Rate Hike Drum</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\">\nUS STOCKS-Wall Street Closes Lower As the Fed Pounds Rate Hike Drum\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-07 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Oil prices add to inflation woes post-OPEC+ output cut</li><li>U.S. weekly jobless claims increase more than expected</li><li>Indexes fall: Dow down 1.15%, S&amp;P 1.02%, Nasdaq 0.68%</li></ul><p>Wall Street&#39;s major indexes closed lower on Thursday as concerns mounted ahead of closely watched monthly nonfarm payrolls numbers due on Friday that the Federal Reserve&#39;s aggressive interest rate stance will lead to a recession.</p><p>Markets briefly took comfort from data that showed weekly jobless claims rose by the most in four months last week, raising a glimmer of hope the Fed could ease the implementation since March of the fastest and highest jump in rates in decades.</p><p>The equity market has been slow to acknowledge a consistent message from Fed officials that rates will go higher for longer until the pace of inflation is clearly slowing.</p><p>Chicago Fed President Charles Evans was the latest to spell out the central bank&#39;s outlook on Thursday, saying policymakers expect to deliver 125 basis points of rate hikes before year&#39;s end as inflation readings have been disappointing.</p><p>&#34;The market has been slowly getting the Fed&#39;s message,&#34; said Jason Pride, chief investment officer for private wealth at Glenmede in Philadelphia.</p><p>&#34;There&#39;s a likelihood that the Fed with further rate hikes pushes the economy into a recession in order to bring inflation down,&#34; Pride said. &#34;We don&#39;t think the markets have fully picked up on this.&#34;</p><p>Pride sees a mild recession, but in the average recession there has been a 15% decline in earnings, suggesting the market could fall further. The S&amp;P 500 has declined 22% from its peak on Jan. 3.</p><p>Despite the day&#39;s decline, the three major indexes were poised to post a weekly gain after the sharp rally on Monday and Tuesday.</p><p>The labor market remains tight even as demand begins to cool amid higher rates. On Friday the nonfarm payrolls report on employment in September will help investors gauge whether the Fed alters its aggressive rate-hiking plans.</p><p>Money markets are pricing in an almost 86% chance of a fourth straight 75 basis-point rate hike when policymakers meet on Nov. 1-2.</p><p>To be clear, not everyone foresees a hard landing.</p><p>Dave Sekera, chief U.S. market strategist at Morningstar Inc , said growth will remain sluggish for the foreseeable future and likely will not start to reaccelerate until the second half of 2023, but he does not see a sharp downturn.</p><p>&#34;We&#39;re not forecasting a recession,&#34; Sekera said. &#34;The markets are looking for clarity as to when they think economic activity will reaccelerate and make that sustained rebound.</p><p>&#34;They&#39;re also looking for strong evidence that inflation will begin to really trend down, moving back towards the Fed&#39;s 2% target,&#34; he said.</p><p>Ten of the 11 major S&amp;P 500 sectors fell, led by a 3.3% decline in real estate. Other indices also fell, including semiconductors, small caps and Dow transports. Growth shares fell 0.76%, while value dropped 1.18%.</p><p>Energy was the sole gainer, rising 1.8%.</p><p>Oil prices rose, holding at three-week highs after the Organization of the Petroleum Exporting Countries plus its allies agreed to cut production targets by 2 million barrels per day (bpd), the largest reduction since 2020.</p><p>The Dow Jones Industrial Average fell 346.93 points, or 1.15%, to 29,926.94, the S&amp;P 500 lost 38.76 points, or 1.02%, to 3,744.52 and the Nasdaq Composite dropped 75.33 points, or 0.68%, to 11,073.31.</p><p>Tesla Inc fell 1.1% as Apollo Global Management Inc and Sixth Street Partners, which had been looking to provide financing for Elon Musk&#39;s $44 billion Twitter deal, are no longer in talks with the billionaire.</p><p>Alphabet Inc closed basically flat after the launch of Google&#39;s new phones and its first smart watch.</p><p>Volume on U.S. exchanges was 10.57 billion shares, compared with the 11.67 billion average for the full session over the past 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.32-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted three new 52-week highs and 31 new lows; the Nasdaq Composite recorded 46 new highs and 118 new lows.</p><p><img src=\"https://static.tigerbbs.com/f19641e59325b2e46cc65fd6f210da36\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273380106","content_text":"Oil prices add to inflation woes post-OPEC+ output cutU.S. weekly jobless claims increase more than expectedIndexes fall: Dow down 1.15%, S&P 1.02%, Nasdaq 0.68%Wall Street's major indexes closed lower on Thursday as concerns mounted ahead of closely watched monthly nonfarm payrolls numbers due on Friday that the Federal Reserve's aggressive interest rate stance will lead to a recession.Markets briefly took comfort from data that showed weekly jobless claims rose by the most in four months last week, raising a glimmer of hope the Fed could ease the implementation since March of the fastest and highest jump in rates in decades.The equity market has been slow to acknowledge a consistent message from Fed officials that rates will go higher for longer until the pace of inflation is clearly slowing.Chicago Fed President Charles Evans was the latest to spell out the central bank's outlook on Thursday, saying policymakers expect to deliver 125 basis points of rate hikes before year's end as inflation readings have been disappointing.\"The market has been slowly getting the Fed's message,\" said Jason Pride, chief investment officer for private wealth at Glenmede in Philadelphia.\"There's a likelihood that the Fed with further rate hikes pushes the economy into a recession in order to bring inflation down,\" Pride said. \"We don't think the markets have fully picked up on this.\"Pride sees a mild recession, but in the average recession there has been a 15% decline in earnings, suggesting the market could fall further. The S&P 500 has declined 22% from its peak on Jan. 3.Despite the day's decline, the three major indexes were poised to post a weekly gain after the sharp rally on Monday and Tuesday.The labor market remains tight even as demand begins to cool amid higher rates. On Friday the nonfarm payrolls report on employment in September will help investors gauge whether the Fed alters its aggressive rate-hiking plans.Money markets are pricing in an almost 86% chance of a fourth straight 75 basis-point rate hike when policymakers meet on Nov. 1-2.To be clear, not everyone foresees a hard landing.Dave Sekera, chief U.S. market strategist at Morningstar Inc , said growth will remain sluggish for the foreseeable future and likely will not start to reaccelerate until the second half of 2023, but he does not see a sharp downturn.\"We're not forecasting a recession,\" Sekera said. \"The markets are looking for clarity as to when they think economic activity will reaccelerate and make that sustained rebound.\"They're also looking for strong evidence that inflation will begin to really trend down, moving back towards the Fed's 2% target,\" he said.Ten of the 11 major S&P 500 sectors fell, led by a 3.3% decline in real estate. Other indices also fell, including semiconductors, small caps and Dow transports. Growth shares fell 0.76%, while value dropped 1.18%.Energy was the sole gainer, rising 1.8%.Oil prices rose, holding at three-week highs after the Organization of the Petroleum Exporting Countries plus its allies agreed to cut production targets by 2 million barrels per day (bpd), the largest reduction since 2020.The Dow Jones Industrial Average fell 346.93 points, or 1.15%, to 29,926.94, the S&P 500 lost 38.76 points, or 1.02%, to 3,744.52 and the Nasdaq Composite dropped 75.33 points, or 0.68%, to 11,073.31.Tesla Inc fell 1.1% as Apollo Global Management Inc and Sixth Street Partners, which had been looking to provide financing for Elon Musk's $44 billion Twitter deal, are no longer in talks with the billionaire.Alphabet Inc closed basically flat after the launch of Google's new phones and its first smart watch.Volume on U.S. exchanges was 10.57 billion shares, compared with the 11.67 billion average for the full session over the past 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 2.32-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored decliners.The S&P 500 posted three new 52-week highs and 31 new lows; the Nasdaq Composite recorded 46 new highs and 118 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989917795,"gmtCreate":1665885629617,"gmtModify":1676537675209,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"I'm holding on to it. A belief.","listText":"I'm holding on to it. A belief.","text":"I'm holding on to it. A belief.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9989917795","repostId":"2275698961","repostType":4,"repost":{"id":"2275698961","pubTimestamp":1665804613,"share":"https://ttm.financial/m/news/2275698961?lang=&edition=fundamental","pubTime":"2022-10-15 11:30","market":"us","language":"en","title":"Alibaba Q3: Time To Consider An Option Play","url":"https://stock-news.laohu8.com/highlight/detail?id=2275698961","media":"Seeking Alpha","summary":"SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from busines","content":"<html><head></head><body><h2>Summary</h2><ul><li>Alibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.</li><li>Such disconnection creates both challenges and opportunities for value-oriented investors.</li><li>One such opportunity involves an observation that I’ve made about its implied volatility being mispriced.</li><li>As such, you can consider an option play here either to hedge your existing positions or to open a new position.</li><li>The upcoming earnings report in November for its September quarter (CY22 Q3) could amplify the mispricing based on its recent historical pattern.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/912293f2bb66d41dfe829d2eea80df38\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>remco86</span></p><h2>Thesis</h2><p>Alibaba&#39;s (NYSE:BABA) stock price continues to be directed by short-term events and disjointed from business fundamentals. While its financial performances are partly to blame (although quite healthy in my view), its stock price movements have been largely dominated by news events, such as the uncertainty in the Chinese regulatory environment, the lingering COVID-19 concerns, and the China-U.S. tension. To cite a few recent examples (shown in the chart below),</p><ul><li>On May 26, after reporting its March quarter results, its stock price climbed 14.8% in one day. And shortly afterward, on June 8, the Chinese government announced the approval of a new round of video game licenses, and its stock prices increased by another 14.7%.</li><li>Then in July, it was fined by antitrust regulators for the improper reporting of previous merger deals. In particular, on July 11, its stock declined by 9.2% even though the fine amounted to only $373k.</li><li>On July 29, it was added back to the U.S. SEC&#39;s watchlist of Chinese companies that might be delisted. The news triggered an 11% decline in its stock price to close at $89 from $100 the day before.</li><li>Then finally on August 4, 2022, when it reported its June Quarter earnings, the stock prices fluctuated between a low of $95 and a high of $103 in a single day, translating into an 8.4% daily fluctuation.</li></ul><p>I am citing all these detailed events and price movements to give you a concrete feeling of its price volatility so that you can see the main thesis of this article: the mispricing of its implied volatility (&#34;IV&#34;) in the options market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8286a0926eebed47581d1a351970528\" tg-width=\"640\" tg-height=\"424\" width=\"100%\" height=\"auto\"/><span>Author based on Yahoo! data</span></p><p>The mispricing probably is best illustrated by comparison against its U.S. counterpart: Amazon (AMZN). The price movements of AMZN in the past 6 months are shown in the bottom panel of the above chart. In contrast to BABA&#39;s frequent ~10% DAILY price volatilities, AMZN stock price has been largely range-bound between $140 and $105, translating into a fluctuation of around 16% around a mean price of $122.5 over the past few MONTHS. Yet, as you will see in a later section, the options market currently assigns an IV of about 61% for BABA for its Dec 16, 2022, option. And the IV it assigns for AMZN is about the same (a bit below 60%), accentuating the IV mispricing.</p><p>Looking forward, BABA is expected to report earnings on 11/17/2022 according to Nasdaq&#39;s schedule. Considering the IV mispricing, an option with expiry after that (say Dec 16, 2022) could either help to hedge your existing positions or to open a new position. Directly holding the shares can help you to benefit from its compressed valuation (as to be detailed in the next section immediately below). But an option play can help you to benefit from the compression in its valuation AND also the IV mispricing.</p><h2>Business outlook and growth potential</h2><p>Admittedly, BABA&#39;s earning results have been a bit choppy lately. However, in its upcoming earnings report for the September 2022 quarter, I expected a number of promising growth avenues. These catalysts should support healthy earnings growth, especially in the near- to mid-term, say in the 2025-2027 timeframe. First, I expect the Chinese economy to recover considerably once COVID-19 concerns clear up. Second, BABA is still very successful at attracting new annual active customers from the vast population of China, especially from the less developed areas. Notably, Tmall and Taobao continue to perform well. Third, on the international stage, platforms such as Lazada and AliExpress logged solid double-digit order growth rates in fiscal 2021, and I foresee such growth to continue or even accelerate in the next few years. Finally, on top of all these, its cloud segment continues to capture market share within the burgeoning global cloud niche. All told, consensus estimates project an 11.5% EPS expansion in the next five years, as you can see from the first chart below. And I tend to agree with such a projection.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8e0cf709dcbba649e38293b6c7f3a6\" tg-width=\"640\" tg-height=\"238\" width=\"100%\" height=\"auto\"/><span>Author based on Seeking Alpha data</span></p><p>In the meantime, its financial position is strong. The balance sheet is in good condition, as seen in the next chart below, providing the liquidity and financial flexibility to fuel its continued expansion. Alibaba ended the last quarter with more than $69 billion in cash as seen. In addition, merely 13.4% of the capital structure is comprised of long-term debt (compared to AMZN&#39;s 45.4%), suggesting plenty of flexibility to support growth initiatives.</p><p>Although, note that the table below made a mistake on its cash per share (probably due to confusion about its share count vs its ADR counts). With $69 billion of cash and approximately 2.6 billion ADR outstanding, the total cash per share should be about $26.5. At its current stock price of $75 as of this writing, more than 1/3 of its stock price (35.4% to be exact) is just cash.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fcf65098fee073a34c3bc89c3f81d3f\" tg-width=\"640\" tg-height=\"348\" width=\"100%\" height=\"auto\"/><span>Author based on Seeking Alpha data</span></p><h2>Volatility mispricing and option play</h2><p>As mentioned above, holding the shares directly is a bet on its compressed valuation and growth potential. And an option play can provide a couple of additional advantages, as detailed in my other articles. To recap,</p><blockquote><ul><li><i>First, compared to the buy-and-hold strategy, an option can limit your exposure in terms of the total dollar amount.</i></li><li><i>Second, it can take advantage of both the valuation mispricing AND also volatility mispricing (the buy-and-hold strategy only benefit from the former).</i></li><li><i>Third, it provides a definitive expiration date.</i></li></ul></blockquote><p>As an example, as of this writing, a BABA call option with a $75 strike price (i.e., near the money) that expires on 12/16/2022 sells at about $7.8 as you can see from the first chart below provided by OIC. So $780 would provide exposure to 100 shares, versus $7.5k if you directly own the shares.</p><p>You can also see the implied volatility is only 60.8%. Again, to me, this is an underestimate. As you can see from the second chart below, its IV has ranged from about 50% to about 100% in the past 6 months. And the current IV of 60% is close to the floor of this range. Yet, as argued earlier, recent events and price movements suggest no muting in its actual volatility. Also, as you can see from the third chart below, AMZN&#39;s current IV is close to 60% too (about 56%). However, as aforementioned, the DAILY price actions in BABA shares are nearly on the same magnitude as AMZN&#39;s <i>monthly</i> price fluctuations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ec73e15ba94f68c0e834fa09585379\" tg-width=\"640\" tg-height=\"320\" width=\"100%\" height=\"auto\"/><span>oic.ivolatility.com</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c3f80465a4333814ee01ef3f76d585e\" tg-width=\"520\" tg-height=\"250\" width=\"100%\" height=\"auto\"/><span>BABA historical and implied volatility provided by IVolatility.com</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08c9f56d1ece63e4bfd5535e64d93b24\" tg-width=\"520\" tg-height=\"250\" width=\"100%\" height=\"auto\"/><span>AMZN historical and implied volatility provided by IVolatility.com</span></p><h2>Baba risks and final thoughts</h2><p>Since an option play, in a sense, is a way to limit risks already, I won&#39;t detail the specific risks surrounding BABA shares. Other SA authors have elaborated on the risks eloquently already anyway. Here, let me just repeat the risks inherent in writing options:</p><blockquote><i>Writing options can limit risks in terms of the absolute dollar amount. But it is riskier in relative terms. You can lose 100% and there is actually a good chance of that.</i></blockquote><p>To conclude, the main thesis here is built on an observation that I&#39;ve made about BABA&#39;s implied volatility being mispriced. Yes, it is definitely attractive to own the shares directly in my mind (which I do) under current conditions. The stock is priced at single-digit FWD PE with double-digit growth rates. And it has about $26.5 of cash per ADR on its ledger, more than 1/3 of its stock current price. But an option play could bring an additional catalyst to the table. The upcoming earnings report in November could amplify the mispricing, judging by the recent historical pattern of its price movements around earnings reports.</p><p><i>This article is written by </i><i>Sensor Unlimited</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Q3: Time To Consider An Option Play</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\">\nAlibaba Q3: Time To Consider An Option Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.Such disconnection creates both challenges and opportunities for value-oriented ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275698961","content_text":"SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.Such disconnection creates both challenges and opportunities for value-oriented investors.One such opportunity involves an observation that I’ve made about its implied volatility being mispriced.As such, you can consider an option play here either to hedge your existing positions or to open a new position.The upcoming earnings report in November for its September quarter (CY22 Q3) could amplify the mispricing based on its recent historical pattern.remco86ThesisAlibaba's (NYSE:BABA) stock price continues to be directed by short-term events and disjointed from business fundamentals. While its financial performances are partly to blame (although quite healthy in my view), its stock price movements have been largely dominated by news events, such as the uncertainty in the Chinese regulatory environment, the lingering COVID-19 concerns, and the China-U.S. tension. To cite a few recent examples (shown in the chart below),On May 26, after reporting its March quarter results, its stock price climbed 14.8% in one day. And shortly afterward, on June 8, the Chinese government announced the approval of a new round of video game licenses, and its stock prices increased by another 14.7%.Then in July, it was fined by antitrust regulators for the improper reporting of previous merger deals. In particular, on July 11, its stock declined by 9.2% even though the fine amounted to only $373k.On July 29, it was added back to the U.S. SEC's watchlist of Chinese companies that might be delisted. The news triggered an 11% decline in its stock price to close at $89 from $100 the day before.Then finally on August 4, 2022, when it reported its June Quarter earnings, the stock prices fluctuated between a low of $95 and a high of $103 in a single day, translating into an 8.4% daily fluctuation.I am citing all these detailed events and price movements to give you a concrete feeling of its price volatility so that you can see the main thesis of this article: the mispricing of its implied volatility (\"IV\") in the options market.Author based on Yahoo! dataThe mispricing probably is best illustrated by comparison against its U.S. counterpart: Amazon (AMZN). The price movements of AMZN in the past 6 months are shown in the bottom panel of the above chart. In contrast to BABA's frequent ~10% DAILY price volatilities, AMZN stock price has been largely range-bound between $140 and $105, translating into a fluctuation of around 16% around a mean price of $122.5 over the past few MONTHS. Yet, as you will see in a later section, the options market currently assigns an IV of about 61% for BABA for its Dec 16, 2022, option. And the IV it assigns for AMZN is about the same (a bit below 60%), accentuating the IV mispricing.Looking forward, BABA is expected to report earnings on 11/17/2022 according to Nasdaq's schedule. Considering the IV mispricing, an option with expiry after that (say Dec 16, 2022) could either help to hedge your existing positions or to open a new position. Directly holding the shares can help you to benefit from its compressed valuation (as to be detailed in the next section immediately below). But an option play can help you to benefit from the compression in its valuation AND also the IV mispricing.Business outlook and growth potentialAdmittedly, BABA's earning results have been a bit choppy lately. However, in its upcoming earnings report for the September 2022 quarter, I expected a number of promising growth avenues. These catalysts should support healthy earnings growth, especially in the near- to mid-term, say in the 2025-2027 timeframe. First, I expect the Chinese economy to recover considerably once COVID-19 concerns clear up. Second, BABA is still very successful at attracting new annual active customers from the vast population of China, especially from the less developed areas. Notably, Tmall and Taobao continue to perform well. Third, on the international stage, platforms such as Lazada and AliExpress logged solid double-digit order growth rates in fiscal 2021, and I foresee such growth to continue or even accelerate in the next few years. Finally, on top of all these, its cloud segment continues to capture market share within the burgeoning global cloud niche. All told, consensus estimates project an 11.5% EPS expansion in the next five years, as you can see from the first chart below. And I tend to agree with such a projection.Author based on Seeking Alpha dataIn the meantime, its financial position is strong. The balance sheet is in good condition, as seen in the next chart below, providing the liquidity and financial flexibility to fuel its continued expansion. Alibaba ended the last quarter with more than $69 billion in cash as seen. In addition, merely 13.4% of the capital structure is comprised of long-term debt (compared to AMZN's 45.4%), suggesting plenty of flexibility to support growth initiatives.Although, note that the table below made a mistake on its cash per share (probably due to confusion about its share count vs its ADR counts). With $69 billion of cash and approximately 2.6 billion ADR outstanding, the total cash per share should be about $26.5. At its current stock price of $75 as of this writing, more than 1/3 of its stock price (35.4% to be exact) is just cash.Author based on Seeking Alpha dataVolatility mispricing and option playAs mentioned above, holding the shares directly is a bet on its compressed valuation and growth potential. And an option play can provide a couple of additional advantages, as detailed in my other articles. To recap,First, compared to the buy-and-hold strategy, an option can limit your exposure in terms of the total dollar amount.Second, it can take advantage of both the valuation mispricing AND also volatility mispricing (the buy-and-hold strategy only benefit from the former).Third, it provides a definitive expiration date.As an example, as of this writing, a BABA call option with a $75 strike price (i.e., near the money) that expires on 12/16/2022 sells at about $7.8 as you can see from the first chart below provided by OIC. So $780 would provide exposure to 100 shares, versus $7.5k if you directly own the shares.You can also see the implied volatility is only 60.8%. Again, to me, this is an underestimate. As you can see from the second chart below, its IV has ranged from about 50% to about 100% in the past 6 months. And the current IV of 60% is close to the floor of this range. Yet, as argued earlier, recent events and price movements suggest no muting in its actual volatility. Also, as you can see from the third chart below, AMZN's current IV is close to 60% too (about 56%). However, as aforementioned, the DAILY price actions in BABA shares are nearly on the same magnitude as AMZN's monthly price fluctuations.oic.ivolatility.comBABA historical and implied volatility provided by IVolatility.comAMZN historical and implied volatility provided by IVolatility.comBaba risks and final thoughtsSince an option play, in a sense, is a way to limit risks already, I won't detail the specific risks surrounding BABA shares. Other SA authors have elaborated on the risks eloquently already anyway. Here, let me just repeat the risks inherent in writing options:Writing options can limit risks in terms of the absolute dollar amount. But it is riskier in relative terms. You can lose 100% and there is actually a good chance of that.To conclude, the main thesis here is built on an observation that I've made about BABA's implied volatility being mispriced. Yes, it is definitely attractive to own the shares directly in my mind (which I do) under current conditions. The stock is priced at single-digit FWD PE with double-digit growth rates. And it has about $26.5 of cash per ADR on its ledger, more than 1/3 of its stock current price. But an option play could bring an additional catalyst to the table. The upcoming earnings report in November could amplify the mispricing, judging by the recent historical pattern of its price movements around earnings reports.This article is written by Sensor Unlimited for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943340982,"gmtCreate":1679187748546,"gmtModify":1679187752732,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$ &nbsp;</a>it time to consider this stock?","listText":"<a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$ &nbsp;</a>it time to consider this stock?","text":"$UnitedHealth(UNH)$ it time to consider this stock?","images":[{"img":"https://community-static.tradeup.com/news/1d3036c7f63c8e528e5e1de282c0e4bb","width":"1080","height":"2287"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9943340982","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579592180464188","authorId":"3579592180464188","name":"Omega88","avatar":"https://static.tigerbbs.com/af85c47a34d1bf9d2534738ed77bef05","crmLevel":6,"crmLevelSwitch":0,"idStr":"3579592180464188","authorIdStr":"3579592180464188"},"content":"It's relatively cheaper now, I just added some last week!","text":"It's relatively cheaper now, I just added some last week!","html":"It's relatively cheaper now, I just added some last week!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9983219373,"gmtCreate":1666242858192,"gmtModify":1676537729000,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Be patience. Wait for the right entry price.","listText":"Be patience. Wait for the right entry price.","text":"Be patience. Wait for the right entry price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9983219373","repostId":"2276745435","repostType":4,"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983210743,"gmtCreate":1666242771382,"gmtModify":1676537728992,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Wait for 175","listText":"Wait for 175","text":"Wait for 175","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9983210743","repostId":"2276745435","repostType":4,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916691914,"gmtCreate":1664583335338,"gmtModify":1676537479371,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Where is the bottom?&nbsp;","listText":"Where is the bottom?&nbsp;","text":"Where is the bottom?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916691914","repostId":"2272080774","repostType":4,"repost":{"id":"2272080774","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1664579994,"share":"https://ttm.financial/m/news/2272080774?lang=&edition=fundamental","pubTime":"2022-10-01 07:19","market":"us","language":"en","title":"US STOCKS-Wall St Posts Third Straight Quarterly Loss As Inflation Weighs, Recession Looms","url":"https://stock-news.laohu8.com/highlight/detail?id=2272080774","media":"Reuters","summary":"The S&P 500 closed the books on its steepest September decline in two decades on Friday, skidding ac","content":"<html><head></head><body><p>The S&amp;P 500 closed the books on its steepest September decline in two decades on Friday, skidding across the finish line of a tumultuous quarter fraught with historically hot inflation, rising interest rates and recession fears.</p><p>All three major indexes veered to a sharply lower end, having quashed a brief rally early in the session.</p><p>The S&amp;P and the Dow notched their third consecutive weekly declines, and all three indexes posted their second straight monthly losses.</p><p>In the first nine months of 2022, Wall Street suffered three quarterly declines in a row, the longest losing streak for the S&amp;P and the Nasdaq since 2008 and the Dow&#39;s longest quarterly slump in seven years.</p><p>&#34;It&#39;s another ugly day to end an ugly quarter in what’s looking like a very ugly year,&#34; said Ryan Detrick, chief market strategist at Carson Group in Omaha, Nebraska. &#34;Investors will look back and realize this was the year the Fed pulled a total 180 on their views on inflation and quickly turned incredibly hawkish.&#34;</p><p>The Federal Reserve has rattled markets by engaging in its most relentless series of interest rate hikes in decades in order to rein in stubbornly high inflation, which has many market participants eyeing key economic data for signs of a looming recession.</p><p>&#34;The realization that the Fed is doing anything they can to combat 40-year-high inflation has investors worried they will push the economy over the edge and into recession,&#34; Detrick added.</p><p>The Commerce Department&#39;s personal consumption expenditures (PCE) report did little to assuage those fears, showing that while consumers continue to spend, the prices they are paying have accelerated, drifting further beyond the Fed&#39;s inflation target and all but ensuring the central bank&#39;s hawkish monetary policy will continue longer than investors had hoped.</p><p>Recession fears also echoed through dire warnings from Nike Inc and cruise operator Carnival Corp, both citing inflation-related margin pressures.</p><p>Shares of the companies tanked by 12.8% and 23.3%, respectively.</p><p>The Dow Jones Industrial Average fell 500.1 points, or 1.71%, to 28,725.51; the S&amp;P 500    lost 54.85 points, or 1.51%, to 3,585.62; and the Nasdaq Composite dropped 161.89 points, or 1.51%, to 10,575.62.</p><p>Among the 11 major sectors of the S&amp;P 500, real estate was the sole gainer, while utilities tech suffered the largest percentage losses.</p><p>Apple Inc, Microsoft Corp, Amazon.com and Nike weighed heaviest.</p><p>Corporate earnings reports for the quarter that ends with Friday&#39;s closing bell will begin landing in a few weeks, and analyst expectations are trending downward.</p><p>Analysts now see annual S&amp;P 500 earnings growth of 4.5%, on aggregate, down from the 11.1% estimate when the quarter began.</p><p>Quarter-end fund reallocations and so-called &#34;window dressing&#34; is likely contributed to the session&#39;s volatility.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.45-to-1 ratio; on Nasdaq, a 1.38-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted no new 52-week highs and 93 new lows; the Nasdaq Composite recorded 27 new highs and 380 new lows.</p><p>Volume on U.S. exchanges was 12.44 billion shares, compared with the 11.45 billion average over the last 20 trading days.</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>US STOCKS-Wall St Posts Third Straight Quarterly Loss As Inflation Weighs, Recession Looms</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; 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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\">\nUS STOCKS-Wall St Posts Third Straight Quarterly Loss As Inflation Weighs, Recession Looms\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-01 07:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 closed the books on its steepest September decline in two decades on Friday, skidding across the finish line of a tumultuous quarter fraught with historically hot inflation, rising interest rates and recession fears.</p><p>All three major indexes veered to a sharply lower end, having quashed a brief rally early in the session.</p><p>The S&amp;P and the Dow notched their third consecutive weekly declines, and all three indexes posted their second straight monthly losses.</p><p>In the first nine months of 2022, Wall Street suffered three quarterly declines in a row, the longest losing streak for the S&amp;P and the Nasdaq since 2008 and the Dow&#39;s longest quarterly slump in seven years.</p><p>&#34;It&#39;s another ugly day to end an ugly quarter in what’s looking like a very ugly year,&#34; said Ryan Detrick, chief market strategist at Carson Group in Omaha, Nebraska. &#34;Investors will look back and realize this was the year the Fed pulled a total 180 on their views on inflation and quickly turned incredibly hawkish.&#34;</p><p>The Federal Reserve has rattled markets by engaging in its most relentless series of interest rate hikes in decades in order to rein in stubbornly high inflation, which has many market participants eyeing key economic data for signs of a looming recession.</p><p>&#34;The realization that the Fed is doing anything they can to combat 40-year-high inflation has investors worried they will push the economy over the edge and into recession,&#34; Detrick added.</p><p>The Commerce Department&#39;s personal consumption expenditures (PCE) report did little to assuage those fears, showing that while consumers continue to spend, the prices they are paying have accelerated, drifting further beyond the Fed&#39;s inflation target and all but ensuring the central bank&#39;s hawkish monetary policy will continue longer than investors had hoped.</p><p>Recession fears also echoed through dire warnings from Nike Inc and cruise operator Carnival Corp, both citing inflation-related margin pressures.</p><p>Shares of the companies tanked by 12.8% and 23.3%, respectively.</p><p>The Dow Jones Industrial Average fell 500.1 points, or 1.71%, to 28,725.51; the S&amp;P 500    lost 54.85 points, or 1.51%, to 3,585.62; and the Nasdaq Composite dropped 161.89 points, or 1.51%, to 10,575.62.</p><p>Among the 11 major sectors of the S&amp;P 500, real estate was the sole gainer, while utilities tech suffered the largest percentage losses.</p><p>Apple Inc, Microsoft Corp, Amazon.com and Nike weighed heaviest.</p><p>Corporate earnings reports for the quarter that ends with Friday&#39;s closing bell will begin landing in a few weeks, and analyst expectations are trending downward.</p><p>Analysts now see annual S&amp;P 500 earnings growth of 4.5%, on aggregate, down from the 11.1% estimate when the quarter began.</p><p>Quarter-end fund reallocations and so-called &#34;window dressing&#34; is likely contributed to the session&#39;s volatility.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.45-to-1 ratio; on Nasdaq, a 1.38-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted no new 52-week highs and 93 new lows; the Nasdaq Composite recorded 27 new highs and 380 new lows.</p><p>Volume on U.S. exchanges was 12.44 billion shares, compared with the 11.45 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272080774","content_text":"The S&P 500 closed the books on its steepest September decline in two decades on Friday, skidding across the finish line of a tumultuous quarter fraught with historically hot inflation, rising interest rates and recession fears.All three major indexes veered to a sharply lower end, having quashed a brief rally early in the session.The S&P and the Dow notched their third consecutive weekly declines, and all three indexes posted their second straight monthly losses.In the first nine months of 2022, Wall Street suffered three quarterly declines in a row, the longest losing streak for the S&P and the Nasdaq since 2008 and the Dow's longest quarterly slump in seven years.\"It's another ugly day to end an ugly quarter in what’s looking like a very ugly year,\" said Ryan Detrick, chief market strategist at Carson Group in Omaha, Nebraska. \"Investors will look back and realize this was the year the Fed pulled a total 180 on their views on inflation and quickly turned incredibly hawkish.\"The Federal Reserve has rattled markets by engaging in its most relentless series of interest rate hikes in decades in order to rein in stubbornly high inflation, which has many market participants eyeing key economic data for signs of a looming recession.\"The realization that the Fed is doing anything they can to combat 40-year-high inflation has investors worried they will push the economy over the edge and into recession,\" Detrick added.The Commerce Department's personal consumption expenditures (PCE) report did little to assuage those fears, showing that while consumers continue to spend, the prices they are paying have accelerated, drifting further beyond the Fed's inflation target and all but ensuring the central bank's hawkish monetary policy will continue longer than investors had hoped.Recession fears also echoed through dire warnings from Nike Inc and cruise operator Carnival Corp, both citing inflation-related margin pressures.Shares of the companies tanked by 12.8% and 23.3%, respectively.The Dow Jones Industrial Average fell 500.1 points, or 1.71%, to 28,725.51; the S&P 500    lost 54.85 points, or 1.51%, to 3,585.62; and the Nasdaq Composite dropped 161.89 points, or 1.51%, to 10,575.62.Among the 11 major sectors of the S&P 500, real estate was the sole gainer, while utilities tech suffered the largest percentage losses.Apple Inc, Microsoft Corp, Amazon.com and Nike weighed heaviest.Corporate earnings reports for the quarter that ends with Friday's closing bell will begin landing in a few weeks, and analyst expectations are trending downward.Analysts now see annual S&P 500 earnings growth of 4.5%, on aggregate, down from the 11.1% estimate when the quarter began.Quarter-end fund reallocations and so-called \"window dressing\" is likely contributed to the session's volatility.Declining issues outnumbered advancing ones on the NYSE by a 1.45-to-1 ratio; on Nasdaq, a 1.38-to-1 ratio favored decliners.The S&P 500 posted no new 52-week highs and 93 new lows; the Nasdaq Composite recorded 27 new highs and 380 new lows.Volume on U.S. exchanges was 12.44 billion shares, compared with the 11.45 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989980861,"gmtCreate":1665885693053,"gmtModify":1676537675217,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"One day it will shone again","listText":"One day it will shone again","text":"One day it will shone again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989980861","repostId":"2275698961","repostType":4,"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932130529,"gmtCreate":1662889968262,"gmtModify":1676537158520,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Want vs need.&nbsp;","listText":"Want vs need.&nbsp;","text":"Want vs need.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9932130529","repostId":"2266965998","repostType":4,"repost":{"id":"2266965998","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1662858023,"share":"https://ttm.financial/m/news/2266965998?lang=&edition=fundamental","pubTime":"2022-09-11 09:00","market":"us","language":"en","title":"Is the iPhone 14 Worth It? Apple CEO Tim Cook Made One \"Brilliant Move,\" but Our Verdict Might Surprise You","url":"https://stock-news.laohu8.com/highlight/detail?id=2266965998","media":"Dow Jones","summary":"The basic iPhone starts at $799, the Plus starts at $899, the Pro starts at $999 and the Pro Max sta","content":"<html><head></head><body><p>The basic iPhone starts at $799, the Plus starts at $899, the Pro starts at $999 and the Pro Max starts at $1,099</p><p><img src=\"https://static.tigerbbs.com/1fa99f8e8694582bade246d4fa136eb3\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/></p><h2>The face-off</h2><p>Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> latest iPhone is out. The iPhone 14 comes in four models: the basic iPhone 14, a &#34;supersized&#34; (Apple&#39;s word) version called the iPhone 14 Plus, and the iPhone 14 Pro and the iPhone 14 Pro Max. The basic starts at $799, the Plus starts at $899, the Pro starts at $999 and the Pro Max starts at $1,099.</p><p>All four models boast more advanced front and back cameras and safety features that can detect whether you&#39;ve been in a car crash and help you call 911, even if you&#39;re in an isolated area with limited cell service. The 6.7-inch iPhone 14 Plus has &#34;the best battery life ever in an iPhone,&#34; the company said.</p><p>All told, the iPhone 14 models &#34;have incredible new features that will help our users in meaningful ways,&#34; Apple chief executive Tim Cook said at Wednesday&#39;s unveiling.</p><p>How meaningful those upgrades really are remains to be seen. But there&#39;s no denying that the birth of the iPhone 15 years ago marked the beginning of a new, more intimate relationship between humans and their phones. Some might say that connection has morphed into codependency; people can&#39;t seem to function without their smartphones.</p><p>Is now the time to take that relationship to the next level and get a new iPhone?</p><h2>Why it matters</h2><p>&#34;I think keeping the price at $799 was a brilliant move on Apple&#39;s part,&#34; said Charles Lindsey, associate professor of Marketing, University at Buffalo School of Management a professor at the University at Buffalo. &#34;By not raising the price, they will not only capture early sales from the Apple innovators/early adopters (who typically buy new versions as soon as possible) but they will also pull in/convert your more mainstream users (who are typically slower to upgrade).&#34;</p><p>The iPhone 14 comes in &#34;stunning&#34; colors including deep purple and starlight. Those pretty hues contrast with some gloomy economic data in the U.S: Record-high inflation has pushed Americans&#39; cost of living way up, home prices and rents have soared, and credit card debt has piled up as pandemic-related government relief has receded. The labor market remains extremely tight, but some companies have been laying off employees or freezing hiring.</p><p>All of that may make consumers skittish about shelling out close to $1,000 on a phone. Which may explain Apple&#39;s decision to keep the base price of the iPhone 14 exactly the same as the starting price for the iPhone 13, unveiled in 2021.</p><p>The price isn&#39;t the only thing that didn&#39;t budge.</p><p>&#34;The base iPhone 14 model is actually almost identical to the 13,&#34; said Melanie Pinola, a senior writer and editor on the smartphone beat at Consumer Reports.</p><p>Based on what Pinola saw at Wednesday&#39;s unveiling, it appears that the iPhone 14 has the same display, processor, overall design and the same battery as the 13. &#34;If you have a 13, I don&#39;t know if I would switch to a 14 this year,&#34; Pinola said. &#34;There are small improvements with the 14, but I wouldn&#39;t say I would rush out right now.&#34;</p><p>The most notable change among the iPhone 14 models is the new larger version, the iPhone 14 Plus, with a 6.7-inch display, which is similar in size to the Samsung  Galaxy S22, Pinola said. &#34;This is the first time that Apple has ever made a large screen phone under $1,000, so it&#39;s more accessible for people who want a larger phone,&#34; Pinola told MarketWatch.</p><h2>The verdict</h2><p>Skip the iPhone 14, unless your existing phone is on life support. &#34;If you&#39;re not able to get security or software updates, it&#39;s definitely time to get a new phone,&#34; Pinola said.</p><h2>My reasons</h2><p>Tech companies have trained us to line up for new products on their schedule. But should Apple dictate when you spend money? Maybe that&#39;s how it became one of the world&#39;s most profitable companies. But blindly following Apple&#39;s marching orders is not how you will become the most profitable version of yourself.</p><h2>Is my verdict best for you?</h2><p>On the other hand, the fact that Apple kept the starting price the same on the iPhone 14 could make an upgrade easier to swallow, said Philip Michaels, U.S. managing editor at the product review site Tom&#39;s Guide.</p><p>&#34;People who bought the iPhone 13 last year are probably still very happy with their phones and will have little reason to upgrade,&#34; Michaels told MarketWatch. &#34;And given Apple&#39;s track record of lengthy software support -- iOS 16 works fine on phones released five years ago -- it&#39;s easy to hold onto your current iPhone for a long time.&#34;</p><p>&#34;That said, if you&#39;ve got an iPhone 11 or earlier, you will definitely notice an improvement in performance, even with the A15 Bionic chip on the iPhone 14 as opposed to the more advanced A16 Bionic powering the Pro models. Cameras figure to produce better results, too, though testing Apple&#39;s new phones will confirm that. Because Apple held the pricing at iPhone 13 levels despite the rumors of price hikes, an upgrade is even easier to justify,&#34; Michaels said.</p><p>Another possible incentive to upgrade: deals available through Apple can cut up to $800 off the price tag of the iPhone 14, and major mobile phone carriers including AT&amp;T <a href=\"https://laohu8.com/S/T\">$(T)$</a>, T-Mobile <a href=\"https://laohu8.com/S/TMUS\">$(TMUS)$</a> and Verizon <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, are offering discounts as well.</p><p>If you&#39;re trying to decide whether to upgrade, don&#39;t forget about the value of your existing phone, said Josh Lowitz co-founder of Consumer Intelligence Research Partners, publisher of the upcoming CIRP-Apple report on Substack.</p><p>&#34;Used iPhones have real value, as trade-ins or hand-me-downs to family or friends,&#34; Lowitz said. &#34;Our data shows that about half of new iPhone buyers trade-in or sell their old phone, and more than a third of those who monetize their old phone, report that it was worth more than $300.&#34;</p><p>Retail promotions, including enhanced trade-in offers, can reduce the cost of ownership further, he noted.</p><p>Another key point: mobile carriers are offering longer payment plans. In the past, phone purchases were generally broken up into 24 or even 18 or 20 payments. Now, 30 and 36 monthly payment plans are common, Lowitz said.</p><p>&#34;That reduces the monthly outlay, though it postpones the relief of making that final payment, and the new phone buyer needs to be confident that their phone will serve them that long. Even with the strong residual value of an iPhone, a buyer with 36 payments may have negative equity in their phone into their third year of ownership,&#34; Lowitz said.</p><p>Apple shares closed almost 1% up Wednesday after the iPhone 14 event, but they are down 12% year to date. The Dow Jones Industrial Average and the S&amp;P 500 are down 13.5% and more than 16%, respectively, this year.</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>Is the iPhone 14 Worth It? Apple CEO Tim Cook Made One \"Brilliant Move,\" but Our Verdict Might Surprise You</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\">\nIs the iPhone 14 Worth It? Apple CEO Tim Cook Made One \"Brilliant Move,\" but Our Verdict Might Surprise You\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-11 09:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The basic iPhone starts at $799, the Plus starts at $899, the Pro starts at $999 and the Pro Max starts at $1,099</p><p><img src=\"https://static.tigerbbs.com/1fa99f8e8694582bade246d4fa136eb3\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/></p><h2>The face-off</h2><p>Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> latest iPhone is out. The iPhone 14 comes in four models: the basic iPhone 14, a &#34;supersized&#34; (Apple&#39;s word) version called the iPhone 14 Plus, and the iPhone 14 Pro and the iPhone 14 Pro Max. The basic starts at $799, the Plus starts at $899, the Pro starts at $999 and the Pro Max starts at $1,099.</p><p>All four models boast more advanced front and back cameras and safety features that can detect whether you&#39;ve been in a car crash and help you call 911, even if you&#39;re in an isolated area with limited cell service. The 6.7-inch iPhone 14 Plus has &#34;the best battery life ever in an iPhone,&#34; the company said.</p><p>All told, the iPhone 14 models &#34;have incredible new features that will help our users in meaningful ways,&#34; Apple chief executive Tim Cook said at Wednesday&#39;s unveiling.</p><p>How meaningful those upgrades really are remains to be seen. But there&#39;s no denying that the birth of the iPhone 15 years ago marked the beginning of a new, more intimate relationship between humans and their phones. Some might say that connection has morphed into codependency; people can&#39;t seem to function without their smartphones.</p><p>Is now the time to take that relationship to the next level and get a new iPhone?</p><h2>Why it matters</h2><p>&#34;I think keeping the price at $799 was a brilliant move on Apple&#39;s part,&#34; said Charles Lindsey, associate professor of Marketing, University at Buffalo School of Management a professor at the University at Buffalo. &#34;By not raising the price, they will not only capture early sales from the Apple innovators/early adopters (who typically buy new versions as soon as possible) but they will also pull in/convert your more mainstream users (who are typically slower to upgrade).&#34;</p><p>The iPhone 14 comes in &#34;stunning&#34; colors including deep purple and starlight. Those pretty hues contrast with some gloomy economic data in the U.S: Record-high inflation has pushed Americans&#39; cost of living way up, home prices and rents have soared, and credit card debt has piled up as pandemic-related government relief has receded. The labor market remains extremely tight, but some companies have been laying off employees or freezing hiring.</p><p>All of that may make consumers skittish about shelling out close to $1,000 on a phone. Which may explain Apple&#39;s decision to keep the base price of the iPhone 14 exactly the same as the starting price for the iPhone 13, unveiled in 2021.</p><p>The price isn&#39;t the only thing that didn&#39;t budge.</p><p>&#34;The base iPhone 14 model is actually almost identical to the 13,&#34; said Melanie Pinola, a senior writer and editor on the smartphone beat at Consumer Reports.</p><p>Based on what Pinola saw at Wednesday&#39;s unveiling, it appears that the iPhone 14 has the same display, processor, overall design and the same battery as the 13. &#34;If you have a 13, I don&#39;t know if I would switch to a 14 this year,&#34; Pinola said. &#34;There are small improvements with the 14, but I wouldn&#39;t say I would rush out right now.&#34;</p><p>The most notable change among the iPhone 14 models is the new larger version, the iPhone 14 Plus, with a 6.7-inch display, which is similar in size to the Samsung  Galaxy S22, Pinola said. &#34;This is the first time that Apple has ever made a large screen phone under $1,000, so it&#39;s more accessible for people who want a larger phone,&#34; Pinola told MarketWatch.</p><h2>The verdict</h2><p>Skip the iPhone 14, unless your existing phone is on life support. &#34;If you&#39;re not able to get security or software updates, it&#39;s definitely time to get a new phone,&#34; Pinola said.</p><h2>My reasons</h2><p>Tech companies have trained us to line up for new products on their schedule. But should Apple dictate when you spend money? Maybe that&#39;s how it became one of the world&#39;s most profitable companies. But blindly following Apple&#39;s marching orders is not how you will become the most profitable version of yourself.</p><h2>Is my verdict best for you?</h2><p>On the other hand, the fact that Apple kept the starting price the same on the iPhone 14 could make an upgrade easier to swallow, said Philip Michaels, U.S. managing editor at the product review site Tom&#39;s Guide.</p><p>&#34;People who bought the iPhone 13 last year are probably still very happy with their phones and will have little reason to upgrade,&#34; Michaels told MarketWatch. &#34;And given Apple&#39;s track record of lengthy software support -- iOS 16 works fine on phones released five years ago -- it&#39;s easy to hold onto your current iPhone for a long time.&#34;</p><p>&#34;That said, if you&#39;ve got an iPhone 11 or earlier, you will definitely notice an improvement in performance, even with the A15 Bionic chip on the iPhone 14 as opposed to the more advanced A16 Bionic powering the Pro models. Cameras figure to produce better results, too, though testing Apple&#39;s new phones will confirm that. Because Apple held the pricing at iPhone 13 levels despite the rumors of price hikes, an upgrade is even easier to justify,&#34; Michaels said.</p><p>Another possible incentive to upgrade: deals available through Apple can cut up to $800 off the price tag of the iPhone 14, and major mobile phone carriers including AT&amp;T <a href=\"https://laohu8.com/S/T\">$(T)$</a>, T-Mobile <a href=\"https://laohu8.com/S/TMUS\">$(TMUS)$</a> and Verizon <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, are offering discounts as well.</p><p>If you&#39;re trying to decide whether to upgrade, don&#39;t forget about the value of your existing phone, said Josh Lowitz co-founder of Consumer Intelligence Research Partners, publisher of the upcoming CIRP-Apple report on Substack.</p><p>&#34;Used iPhones have real value, as trade-ins or hand-me-downs to family or friends,&#34; Lowitz said. &#34;Our data shows that about half of new iPhone buyers trade-in or sell their old phone, and more than a third of those who monetize their old phone, report that it was worth more than $300.&#34;</p><p>Retail promotions, including enhanced trade-in offers, can reduce the cost of ownership further, he noted.</p><p>Another key point: mobile carriers are offering longer payment plans. In the past, phone purchases were generally broken up into 24 or even 18 or 20 payments. Now, 30 and 36 monthly payment plans are common, Lowitz said.</p><p>&#34;That reduces the monthly outlay, though it postpones the relief of making that final payment, and the new phone buyer needs to be confident that their phone will serve them that long. Even with the strong residual value of an iPhone, a buyer with 36 payments may have negative equity in their phone into their third year of ownership,&#34; Lowitz said.</p><p>Apple shares closed almost 1% up Wednesday after the iPhone 14 event, but they are down 12% year to date. The Dow Jones Industrial Average and the S&amp;P 500 are down 13.5% and more than 16%, respectively, this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","BK4576":"AR","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4554":"元宇宙及AR概念","BK4501":"段永平概念","BK4579":"人工智能","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","AAPL":"苹果","BK4170":"电脑硬件、储存设备及电脑周边","BK4550":"红杉资本持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4515":"5G概念","BK4566":"资本集团","BK4571":"数字音乐概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266965998","content_text":"The basic iPhone starts at $799, the Plus starts at $899, the Pro starts at $999 and the Pro Max starts at $1,099The face-offApple's $(AAPL)$ latest iPhone is out. The iPhone 14 comes in four models: the basic iPhone 14, a \"supersized\" (Apple's word) version called the iPhone 14 Plus, and the iPhone 14 Pro and the iPhone 14 Pro Max. The basic starts at $799, the Plus starts at $899, the Pro starts at $999 and the Pro Max starts at $1,099.All four models boast more advanced front and back cameras and safety features that can detect whether you've been in a car crash and help you call 911, even if you're in an isolated area with limited cell service. The 6.7-inch iPhone 14 Plus has \"the best battery life ever in an iPhone,\" the company said.All told, the iPhone 14 models \"have incredible new features that will help our users in meaningful ways,\" Apple chief executive Tim Cook said at Wednesday's unveiling.How meaningful those upgrades really are remains to be seen. But there's no denying that the birth of the iPhone 15 years ago marked the beginning of a new, more intimate relationship between humans and their phones. Some might say that connection has morphed into codependency; people can't seem to function without their smartphones.Is now the time to take that relationship to the next level and get a new iPhone?Why it matters\"I think keeping the price at $799 was a brilliant move on Apple's part,\" said Charles Lindsey, associate professor of Marketing, University at Buffalo School of Management a professor at the University at Buffalo. \"By not raising the price, they will not only capture early sales from the Apple innovators/early adopters (who typically buy new versions as soon as possible) but they will also pull in/convert your more mainstream users (who are typically slower to upgrade).\"The iPhone 14 comes in \"stunning\" colors including deep purple and starlight. Those pretty hues contrast with some gloomy economic data in the U.S: Record-high inflation has pushed Americans' cost of living way up, home prices and rents have soared, and credit card debt has piled up as pandemic-related government relief has receded. The labor market remains extremely tight, but some companies have been laying off employees or freezing hiring.All of that may make consumers skittish about shelling out close to $1,000 on a phone. Which may explain Apple's decision to keep the base price of the iPhone 14 exactly the same as the starting price for the iPhone 13, unveiled in 2021.The price isn't the only thing that didn't budge.\"The base iPhone 14 model is actually almost identical to the 13,\" said Melanie Pinola, a senior writer and editor on the smartphone beat at Consumer Reports.Based on what Pinola saw at Wednesday's unveiling, it appears that the iPhone 14 has the same display, processor, overall design and the same battery as the 13. \"If you have a 13, I don't know if I would switch to a 14 this year,\" Pinola said. \"There are small improvements with the 14, but I wouldn't say I would rush out right now.\"The most notable change among the iPhone 14 models is the new larger version, the iPhone 14 Plus, with a 6.7-inch display, which is similar in size to the Samsung  Galaxy S22, Pinola said. \"This is the first time that Apple has ever made a large screen phone under $1,000, so it's more accessible for people who want a larger phone,\" Pinola told MarketWatch.The verdictSkip the iPhone 14, unless your existing phone is on life support. \"If you're not able to get security or software updates, it's definitely time to get a new phone,\" Pinola said.My reasonsTech companies have trained us to line up for new products on their schedule. But should Apple dictate when you spend money? Maybe that's how it became one of the world's most profitable companies. But blindly following Apple's marching orders is not how you will become the most profitable version of yourself.Is my verdict best for you?On the other hand, the fact that Apple kept the starting price the same on the iPhone 14 could make an upgrade easier to swallow, said Philip Michaels, U.S. managing editor at the product review site Tom's Guide.\"People who bought the iPhone 13 last year are probably still very happy with their phones and will have little reason to upgrade,\" Michaels told MarketWatch. \"And given Apple's track record of lengthy software support -- iOS 16 works fine on phones released five years ago -- it's easy to hold onto your current iPhone for a long time.\"\"That said, if you've got an iPhone 11 or earlier, you will definitely notice an improvement in performance, even with the A15 Bionic chip on the iPhone 14 as opposed to the more advanced A16 Bionic powering the Pro models. Cameras figure to produce better results, too, though testing Apple's new phones will confirm that. Because Apple held the pricing at iPhone 13 levels despite the rumors of price hikes, an upgrade is even easier to justify,\" Michaels said.Another possible incentive to upgrade: deals available through Apple can cut up to $800 off the price tag of the iPhone 14, and major mobile phone carriers including AT&T $(T)$, T-Mobile $(TMUS)$ and Verizon $(VZ)$, are offering discounts as well.If you're trying to decide whether to upgrade, don't forget about the value of your existing phone, said Josh Lowitz co-founder of Consumer Intelligence Research Partners, publisher of the upcoming CIRP-Apple report on Substack.\"Used iPhones have real value, as trade-ins or hand-me-downs to family or friends,\" Lowitz said. \"Our data shows that about half of new iPhone buyers trade-in or sell their old phone, and more than a third of those who monetize their old phone, report that it was worth more than $300.\"Retail promotions, including enhanced trade-in offers, can reduce the cost of ownership further, he noted.Another key point: mobile carriers are offering longer payment plans. In the past, phone purchases were generally broken up into 24 or even 18 or 20 payments. Now, 30 and 36 monthly payment plans are common, Lowitz said.\"That reduces the monthly outlay, though it postpones the relief of making that final payment, and the new phone buyer needs to be confident that their phone will serve them that long. Even with the strong residual value of an iPhone, a buyer with 36 payments may have negative equity in their phone into their third year of ownership,\" Lowitz said.Apple shares closed almost 1% up Wednesday after the iPhone 14 event, but they are down 12% year to date. The Dow Jones Industrial Average and the S&P 500 are down 13.5% and more than 16%, respectively, this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576136694569207","authorId":"3576136694569207","name":"IAS","avatar":"https://static.tigerbbs.com/933fbcc1d9c75b4ff82486f8a48a3e7c","crmLevel":4,"crmLevelSwitch":0,"idStr":"3576136694569207","authorIdStr":"3576136694569207"},"content":"Prudent spending in such times","text":"Prudent spending in such times","html":"Prudent spending in such times"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985542460,"gmtCreate":1667434146051,"gmtModify":1676537916478,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Apple will not be alone.&nbsp;","listText":"Apple will not be alone.&nbsp;","text":"Apple will not be alone.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9985542460","repostId":"1124568203","repostType":4,"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914312822,"gmtCreate":1665187881566,"gmtModify":1676537568909,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Be patient. Wait for unbelievable moment.&nbsp;","listText":"Be patient. Wait for unbelievable moment.&nbsp;","text":"Be patient. Wait for unbelievable moment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9914312822","repostId":"2273816362","repostType":4,"repost":{"id":"2273816362","pubTimestamp":1665156353,"share":"https://ttm.financial/m/news/2273816362?lang=&edition=fundamental","pubTime":"2022-10-07 23:25","market":"us","language":"en","title":"Is Now the Right Time to Buy Netflix Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2273816362","media":"Motley Fool","summary":"The leading streaming service is up 28% in the past three months.","content":"<html><head></head><body><p>We&#39;re slightly more than nine months into 2022, and <b>Netflix</b> shares are down 62% for the year. For a stock that produced a remarkable return of 6,000% from the start of 2012 through the end of 2021, this is a rude awakening.</p><p>The streaming industry is becoming hyper-competitive, a fact that management can no longer ignore. What&#39;s more, Netflix itself is undergoing a major strategic shift in an effort to spur growth once again. Should investors buy the top streaming stock today? Let&#39;s take a closer look.</p><h2>Recent troubles</h2><p>Netflix has had a rough time in 2022, losing a combined 1.2 million subscribers in the first six months of the year. This is a far cry from the massive customer additions investors have become used to seeing in recent years. And unsurprisingly, revenue growth has dramatically slowed. Sales of $8 billion in the second quarter were up just 8.6% year over year, the slowest pace in at least the last nine years.</p><p>I really think this shift comes down to one key factor: the intense competition for consumers&#39; eyeballs. With a seemingly unlimited number of streaming options on the market, Netflix is no longer the only game in town -- not to mention all of the other entertainment choices people have that don&#39;t involve staring at a screen.</p><p>The company is set to announce Q3 financial results on Tuesday, Oct. 18. Management expects the business to increase revenue by 4.7% year over year, and forecasts 1 million net new subscribers. A strong showing will certainly support a higher stock price.</p><h2>Growth outlook</h2><p>Despite recent headwinds, Netflix&#39;s global opportunity is still massive. There are currently roughly 800 million broadband households worldwide (excluding China, where Netflix isn&#39;t offered), a figure that can be viewed as Netflix&#39;s total addressable market. With 221 million subscribers today, there&#39;s still a large growth opportunity ahead.</p><p>It&#39;s starting to look like Netflix&#39;s most mature markets, the U.S. and Canada, are saturated, as these two countries lost a combined 1.9 million members over the past two quarters. Therefore, international markets will be the key driver when it comes to attracting more customers. The Asia-Pacific region, in particular, is the fastest growing segment for Netflix, adding almost 7 million subscribers over the last four quarters.</p><p>To boost the company&#39;s prospects, management earlier this year announced plans to introduce a cheaper, ad-supported subscription tier. Reed Hastings, Netflix&#39;s co-founder and co-CEO, long rejected this idea because he thought it would damage the brand and consumer experience. But with growth hitting a wall, and heightened competition in the industry, this seems like a no-brainer strategic move.</p><p>The company believes that some 40 million accounts will be signed up for this option by the end of Q3 2023. But undoubtedly, some customers who pay for the ad-free version will move over to the lower-cost option, making it hard to pinpoint the incremental revenue opportunity. Partnering with tech giant <b>Microsoft</b> on this endeavor, Netflix will make its ad-based subscription option available in select markets starting in November.</p><p>It&#39;s also worth mentioning Netflix&#39;s gaming push. While the company wants to bring more games to market in order to raise the value proposition of being a Netflix subscriber, and has purchased multiple studios to help this initiative, gaming hasn&#39;t moved the financial needle just yet.</p><h2>Current valuation</h2><p>After hitting an all-time high closing price of $692 last November, Netflix shares are down 67%. And as a result, the stock is currently trading hands at a price-to-earnings ratio of under 21, which is about as cheap as it has been at any point over the past decade. This simple metric signals an attractive entry price.</p><p>However, looking at Netflix&#39;s earnings might not be the right approach to valuation. This is because the company spends huge amounts of cash on content -- more than $17 billion in 2021 -- rendering accounting profits essentially meaningless. Therefore, the price-to-sales (P/S) multiple might be more appropriate in this situation. Currently, the P/S ratio stands at 3.4, about half the trailing 10-year average. Again, this shows us that Netflix stock is cheap by historical measures.</p><p>It certainly looks like the monster growth that investors have expecting from Netflix over the past decade is coming to an end. But that doesn&#39;t mean it&#39;s time to abandon the stock. In fact, the business, which has long been a cash-burning machine, is on the cusp of generating sustainable positive free cash flow, starting with this year. Add this to an undemanding valuation, and investors should consider buying shares in the streaming pioneer now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now the Right Time to Buy Netflix Stock?</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\">\nIs Now the Right Time to Buy Netflix Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/07/is-now-the-right-time-to-buy-netflix-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We're slightly more than nine months into 2022, and Netflix shares are down 62% for the year. For a stock that produced a remarkable return of 6,000% from the start of 2012 through the end of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/07/is-now-the-right-time-to-buy-netflix-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/10/07/is-now-the-right-time-to-buy-netflix-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273816362","content_text":"We're slightly more than nine months into 2022, and Netflix shares are down 62% for the year. For a stock that produced a remarkable return of 6,000% from the start of 2012 through the end of 2021, this is a rude awakening.The streaming industry is becoming hyper-competitive, a fact that management can no longer ignore. What's more, Netflix itself is undergoing a major strategic shift in an effort to spur growth once again. Should investors buy the top streaming stock today? Let's take a closer look.Recent troublesNetflix has had a rough time in 2022, losing a combined 1.2 million subscribers in the first six months of the year. This is a far cry from the massive customer additions investors have become used to seeing in recent years. And unsurprisingly, revenue growth has dramatically slowed. Sales of $8 billion in the second quarter were up just 8.6% year over year, the slowest pace in at least the last nine years.I really think this shift comes down to one key factor: the intense competition for consumers' eyeballs. With a seemingly unlimited number of streaming options on the market, Netflix is no longer the only game in town -- not to mention all of the other entertainment choices people have that don't involve staring at a screen.The company is set to announce Q3 financial results on Tuesday, Oct. 18. Management expects the business to increase revenue by 4.7% year over year, and forecasts 1 million net new subscribers. A strong showing will certainly support a higher stock price.Growth outlookDespite recent headwinds, Netflix's global opportunity is still massive. There are currently roughly 800 million broadband households worldwide (excluding China, where Netflix isn't offered), a figure that can be viewed as Netflix's total addressable market. With 221 million subscribers today, there's still a large growth opportunity ahead.It's starting to look like Netflix's most mature markets, the U.S. and Canada, are saturated, as these two countries lost a combined 1.9 million members over the past two quarters. Therefore, international markets will be the key driver when it comes to attracting more customers. The Asia-Pacific region, in particular, is the fastest growing segment for Netflix, adding almost 7 million subscribers over the last four quarters.To boost the company's prospects, management earlier this year announced plans to introduce a cheaper, ad-supported subscription tier. Reed Hastings, Netflix's co-founder and co-CEO, long rejected this idea because he thought it would damage the brand and consumer experience. But with growth hitting a wall, and heightened competition in the industry, this seems like a no-brainer strategic move.The company believes that some 40 million accounts will be signed up for this option by the end of Q3 2023. But undoubtedly, some customers who pay for the ad-free version will move over to the lower-cost option, making it hard to pinpoint the incremental revenue opportunity. Partnering with tech giant Microsoft on this endeavor, Netflix will make its ad-based subscription option available in select markets starting in November.It's also worth mentioning Netflix's gaming push. While the company wants to bring more games to market in order to raise the value proposition of being a Netflix subscriber, and has purchased multiple studios to help this initiative, gaming hasn't moved the financial needle just yet.Current valuationAfter hitting an all-time high closing price of $692 last November, Netflix shares are down 67%. And as a result, the stock is currently trading hands at a price-to-earnings ratio of under 21, which is about as cheap as it has been at any point over the past decade. This simple metric signals an attractive entry price.However, looking at Netflix's earnings might not be the right approach to valuation. This is because the company spends huge amounts of cash on content -- more than $17 billion in 2021 -- rendering accounting profits essentially meaningless. Therefore, the price-to-sales (P/S) multiple might be more appropriate in this situation. Currently, the P/S ratio stands at 3.4, about half the trailing 10-year average. Again, this shows us that Netflix stock is cheap by historical measures.It certainly looks like the monster growth that investors have expecting from Netflix over the past decade is coming to an end. But that doesn't mean it's time to abandon the stock. In fact, the business, which has long been a cash-burning machine, is on the cusp of generating sustainable positive free cash flow, starting with this year. Add this to an undemanding valuation, and investors should consider buying shares in the streaming pioneer now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937472084,"gmtCreate":1663493518648,"gmtModify":1676537279105,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Wait for good entry price","listText":"Wait for good entry price","text":"Wait for good entry price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9937472084","repostId":"1178217025","repostType":4,"repost":{"id":"1178217025","pubTimestamp":1663469307,"share":"https://ttm.financial/m/news/1178217025?lang=&edition=fundamental","pubTime":"2022-09-18 10:48","market":"us","language":"en","title":"Got $5,000? Buy and Hold These 3 Value Stocks for Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1178217025","media":"Motley Fool","summary":"These value stocks also look a lot like growth stocks -- offering the best of both worlds.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Meta Platforms is a social media juggernaut with high hopes for its &#34;Reality Labs&#34; business.</li><li>ServiceNow is growing rapidly, serving many businesses and collecting recurring revenue.</li><li>ASML Holding is a major supplier to semiconductor companies and is seeing great demand for its products.</li></ul><p>Growth stocks tend to be exciting: The companies behind them are typically expanding their revenues at a relatively rapid clip, with the stock shares following suit. But there&#39;s a problem -- growth stocks are not always attractively valued. If you buy one when it&#39;s overvalued, it stands a decent chance of declining in the near term.</p><p>So you might want to consider being more of a value investor, seeking terrific undervalued stocks. Better still, you might look for fast-growing companies with undervalued shares. If you find them, you&#39;ll end up with stocks that reflect both growth and value.</p><p>Here are three stocks that seem meaningfully undervalued, and each of them could be considered a growth stock, as well. They&#39;re solid candidates if you have $5,000 to spend -- and even if you have $1,000 or $50,000 to spend.</p><h2><b>1. Meta Platforms</b></h2><p><b>Meta Platforms</b> is the company you might know as Facebook, but it changed its name in 2021 to reflect the scope of its operations and ambitions beyond its original social media platform. Its social media operations are rather enormous, though, with nearly 3 billion monthly active users and nearly 2 billion daily active users for Facebook alone. When you add in its other platforms -- which include Instagram, Messenger, and WhatsApp -- it has close to 3 billion daily active users.</p><p>Meanwhile, according to the company, &#34;Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology,&#34; -- thus its other main division, &#34;Reality Labs.&#34; So far, it&#39;s far from a big money-making enterprise, but management has high hopes for it. The company is also chasing additional profits from expanded e-commerce operations, greater use of artificial intelligence for driving content recommendations, and its answer to TikTok videos -- reels.</p><p>So why might Meta Platforms be a value stock? Well, its recent performances have disappointed investors, and their responses to its results, along with the overall market downturn, have sent its shares down by nearly 60% from their 52-week high. Now, they trade at a forward price-to-earnings ratio of 14, well below their five-year average of 27. This could be a great buying opportunity for long-term believers in Mark Zuckerberg and his business.</p><h2><b>2. ServiceNow</b></h2><p><b>ServiceNow</b>, has a market cap of more than $90 billion, but its shares have fallen this year to about 36% below their 52-week high. The software-as-a-service company describes itself like this: &#34;Our cloud‑based platform and solutions help digitize and unify organizations so that they can find smarter, faster, better ways to make work flow&#34; and so &#34;employees and customers can be more connected, more innovative, and more agile.&#34;</p><p>Its second quarter featured subscription revenue of $1.7 billion, up 25% year over year, and total revenue of $1.8 billion, up 24%. Subscription income can be a big plus for a business, as it tends to keep recurring regularly, making it easier for management to plan. The company also noted: &#34;ServiceNow continues to expand its global footprint with more than 100 customers now paying over $10 million in annual contract value in Q2 2022, up more than 50% year‑over‑year.&#34;</p><p>Clearly, this is an attractive business -- and it&#39;s trading at attractive levels, too, with a recent forward-price-to-earnings ratio of 52, well below its five-year average of 80.</p><h2><b>3. ASML Holding</b></h2><p>Netherlands-based <b>ASML Holding</b> is, in its own words, &#34;a leading supplier to the semiconductor industry. The company provides chipmakers with hardware, software and services to mass produce the patterns of integrated circuits (microchips). Together with its partners, ASML drives the advancement of more affordable, more powerful, more energy-efficient microchips.&#34; Its market cap recently was near $185 billion, and it employs some 35,000 people.</p><p>The company&#39;s second-quarter report was a bit of a mixed bag. On the one hand, it booked a record level of new orders and the company&#39;s backlog of orders stands at around 33 billion euros -- reflecting great demand for its products. On the other hand, the company (like many others) is being pressured by supply chain issues and inflation. In response, management has reduced its expectations for revenue growth and profitability.</p><p>Its shares, meanwhile, were recently down some 47% from their 52-week high. Yes, it&#39;s facing some headwinds, but these headwinds are not likely to last forever. The stock&#39;s recent price-to-cash-flow ratio was recently 20, well below its five-year average of 37, suggesting undervaluation. At this level, it should draw the attention of investors.</p><p>These are just a few of the many compellingly valued stocks out there now, and plenty of these businesses have been growing at a rapid clip, too. Take a closer look at any that interest you to see if they seem worthy of a berth in your long-term portfolio.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $5,000? Buy and Hold These 3 Value Stocks for Years</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\">\nGot $5,000? Buy and Hold These 3 Value Stocks for Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-18 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/17/got-5000-buy-and-hold-these-3-value-stocks-for-yea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMeta Platforms is a social media juggernaut with high hopes for its \"Reality Labs\" business.ServiceNow is growing rapidly, serving many businesses and collecting recurring revenue.ASML ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/17/got-5000-buy-and-hold-these-3-value-stocks-for-yea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","NOW":"ServiceNow","META":"Meta Platforms, Inc."},"source_url":"https://www.fool.com/investing/2022/09/17/got-5000-buy-and-hold-these-3-value-stocks-for-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178217025","content_text":"KEY POINTSMeta Platforms is a social media juggernaut with high hopes for its \"Reality Labs\" business.ServiceNow is growing rapidly, serving many businesses and collecting recurring revenue.ASML Holding is a major supplier to semiconductor companies and is seeing great demand for its products.Growth stocks tend to be exciting: The companies behind them are typically expanding their revenues at a relatively rapid clip, with the stock shares following suit. But there's a problem -- growth stocks are not always attractively valued. If you buy one when it's overvalued, it stands a decent chance of declining in the near term.So you might want to consider being more of a value investor, seeking terrific undervalued stocks. Better still, you might look for fast-growing companies with undervalued shares. If you find them, you'll end up with stocks that reflect both growth and value.Here are three stocks that seem meaningfully undervalued, and each of them could be considered a growth stock, as well. They're solid candidates if you have $5,000 to spend -- and even if you have $1,000 or $50,000 to spend.1. Meta PlatformsMeta Platforms is the company you might know as Facebook, but it changed its name in 2021 to reflect the scope of its operations and ambitions beyond its original social media platform. Its social media operations are rather enormous, though, with nearly 3 billion monthly active users and nearly 2 billion daily active users for Facebook alone. When you add in its other platforms -- which include Instagram, Messenger, and WhatsApp -- it has close to 3 billion daily active users.Meanwhile, according to the company, \"Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology,\" -- thus its other main division, \"Reality Labs.\" So far, it's far from a big money-making enterprise, but management has high hopes for it. The company is also chasing additional profits from expanded e-commerce operations, greater use of artificial intelligence for driving content recommendations, and its answer to TikTok videos -- reels.So why might Meta Platforms be a value stock? Well, its recent performances have disappointed investors, and their responses to its results, along with the overall market downturn, have sent its shares down by nearly 60% from their 52-week high. Now, they trade at a forward price-to-earnings ratio of 14, well below their five-year average of 27. This could be a great buying opportunity for long-term believers in Mark Zuckerberg and his business.2. ServiceNowServiceNow, has a market cap of more than $90 billion, but its shares have fallen this year to about 36% below their 52-week high. The software-as-a-service company describes itself like this: \"Our cloud‑based platform and solutions help digitize and unify organizations so that they can find smarter, faster, better ways to make work flow\" and so \"employees and customers can be more connected, more innovative, and more agile.\"Its second quarter featured subscription revenue of $1.7 billion, up 25% year over year, and total revenue of $1.8 billion, up 24%. Subscription income can be a big plus for a business, as it tends to keep recurring regularly, making it easier for management to plan. The company also noted: \"ServiceNow continues to expand its global footprint with more than 100 customers now paying over $10 million in annual contract value in Q2 2022, up more than 50% year‑over‑year.\"Clearly, this is an attractive business -- and it's trading at attractive levels, too, with a recent forward-price-to-earnings ratio of 52, well below its five-year average of 80.3. ASML HoldingNetherlands-based ASML Holding is, in its own words, \"a leading supplier to the semiconductor industry. The company provides chipmakers with hardware, software and services to mass produce the patterns of integrated circuits (microchips). Together with its partners, ASML drives the advancement of more affordable, more powerful, more energy-efficient microchips.\" Its market cap recently was near $185 billion, and it employs some 35,000 people.The company's second-quarter report was a bit of a mixed bag. On the one hand, it booked a record level of new orders and the company's backlog of orders stands at around 33 billion euros -- reflecting great demand for its products. On the other hand, the company (like many others) is being pressured by supply chain issues and inflation. In response, management has reduced its expectations for revenue growth and profitability.Its shares, meanwhile, were recently down some 47% from their 52-week high. Yes, it's facing some headwinds, but these headwinds are not likely to last forever. The stock's recent price-to-cash-flow ratio was recently 20, well below its five-year average of 37, suggesting undervaluation. At this level, it should draw the attention of investors.These are just a few of the many compellingly valued stocks out there now, and plenty of these businesses have been growing at a rapid clip, too. Take a closer look at any that interest you to see if they seem worthy of a berth in your long-term portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938587342,"gmtCreate":1662635887786,"gmtModify":1676537106102,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Uncertainty market. Cash is king.&nbsp;","listText":"Uncertainty market. Cash is king.&nbsp;","text":"Uncertainty market. Cash is king.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938587342","repostId":"1186686846","repostType":4,"repost":{"id":"1186686846","pubTimestamp":1662650561,"share":"https://ttm.financial/m/news/1186686846?lang=&edition=fundamental","pubTime":"2022-09-08 23:22","market":"us","language":"en","title":"Will September Outline A Major Bottom For SPY And U.S. Markets?","url":"https://stock-news.laohu8.com/highlight/detail?id=1186686846","media":"Seeking Alpha","summary":"SummaryThe stock market is being hit by a number of crosscurrents, some positive and some negative i","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The stock market is being hit by a number of crosscurrents, some positive and some negative in early September.</li><li>I prefer cash and lighter market weightings until lower valuations and perhaps a deeper financial crisis reset the economy.</li><li>One possible outcome is a straight down stretch in September opens a terrific long-term buy opportunity, with stronger equity levels in 2023.</li><li>Another zigzag pattern may include stagnating price or a minor downtrend into January for market-tracking ETFs like the SPDR S&amp;P 500 product.</li></ul><p>Investor sentiment turned slightly more bullish in the middle of August as prices recovered about half of their 2022 losses through June. However, after retesting 200-day moving averages as resistance a few weeks ago, stocks have plummeted again, with the small-cap Russell2000 stocks leading the way with a -11% slide.</p><p>The <b>SPDR S&amp;P 500 Trust ETF</b>(NYSEARCA:SPY) has not fared much better, with a -9% tank over several weeks. At this stage in the chart pattern, it looks like a successful retest of the summer lows is taking shape. However, I would caution seasonal risk in the autumn months for stocks, the possibility of another spike higher in oil/gas inflation soon, and a Federal Reserve confused on whether to fight inflation or support the economy makes further equity downside something to worry about. On the bullish side of the ledger, modern record cash levels at actively-managed institutions (the early JulyBank of America fund manager survey relayed the highest cash positioning since October 2001, even greater than the 2008-09 banking crisis and 50% bear market in equity prices), and bearish sentiment indicators creeping closer to major buy territory could mean the end of intense selling is close at hand.</p><p><img src=\"https://static.tigerbbs.com/39149a41797d0b18d95553fd2ad148f5\" tg-width=\"680\" tg-height=\"386\" referrerpolicy=\"no-referrer\"/></p><p>Bank of America, Global Fund Manager August Survey via Bloomberg Article</p><p><img src=\"https://static.tigerbbs.com/f76cf0b717eff826a2de1735e3196f83\" tg-width=\"964\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/></p><p>American Association of Individual Investors, August 31st, 2022 Survey</p><p>Not only are current readings of pessimism usually a bullish indicator of future price changes (because cash on the sidelines will eventually repurchase stocks), but futures trader positioning in the Commitments of Traders (COT) report may be the single best data point to land your bullish hat. In terms of sentiment, we now stand at 10-year highs for commercial longs (banks &amp; financial institutions) vs. decade record net shorts by speculators and small investors. You can review this idea below for both regular S&amp;P 500 and E-Mini futures contracts. If this was the only information available for me to make a decision, I would likely be quite bullish currently, as similar setups in the recent past have almost immediately pinpointed a major market bottom in price.</p><p><img src=\"https://static.tigerbbs.com/aaa5c430d25edd14952eba07fc6257e2\" tg-width=\"1209\" tg-height=\"643\" referrerpolicy=\"no-referrer\"/></p><p>Tradingster Website, COT Report - S&amp;P 500, August 30th, 2022</p><p><img src=\"https://static.tigerbbs.com/b5f6f3a8e4668cd6d5ebe3f74fcad285\" tg-width=\"1101\" tg-height=\"587\" referrerpolicy=\"no-referrer\"/></p><p>Tradingster Website, COT Report - E-Mini S&amp;P 500, August 30th, 2022</p><p><b>Crude Oil Wildcard</b></p><p>The most important economic variable that could really trip up U.S. stocks is crude oil pricing. I have been correctly bearish on the 25% drop in crude oil since the spring spike on Russia&#39;s military invasion of Ukraine. A slowing global economy with flattening demand for oil have been one reason for oil weakness. A small rise in production worldwide is another reason for the rebalance in supply/demand.</p><p>Yet, of late I am getting worried winter shortages of oil/gas for western Europe could endanger financial market stability. In addition, it is clear OPEC+ would prefer prices stick around US$100 a barrel. Just this weekend, OPEC+ made obvious its wishes for high crude oil prices to be the new reality as a 100,000 barrel per day cut in production was announced without warning. I have been analyzing if another upmove in this key ingredient for inflation and GDP output could push net energy costs and Fed tightening policy into the recession zone. Basically, crude oil back above $100 makes a &#34;soft landing&#34; scenario for the economy all but impossible.</p><p>Other U.S. supply shocks for oil could occur, like a major hurricane in the Gulf of Mexico hitting during September or October that slashes oil/gas production and refining for weeks or months. The U.S. government may be forced to cut back on Strategic Petroleum Reserve sales at the end of October, to keep inventory in place for future black swan events. And, I was thinking a nuclear-monitoring deal with Iran would be finished by late summer to open new supplies to Europe, reducing the potential for serious shortages this winter. Such has not been accomplished, despite hopes worldwide.</p><p>One final piece of the crude oil puzzle is futures trading does not show an oversized speculative bubble today, as one would expect following a rise from $20 to $120 per barrel over 24 months. In fact, commercial hedgers like oil companies and refiners are actually covering net short crude oil futures positions (in search of supply during the summer), now short the lowest number of contracts since 2016. On the flip side, small speculators are holding an almost 10-year low, net long position. This COT sentiment setup argues for higher quotes for crude oil, not lower, in the months to come.</p><p><img src=\"https://static.tigerbbs.com/d9b96c9d9718247beba4b5369a577c09\" tg-width=\"1210\" tg-height=\"639\" referrerpolicy=\"no-referrer\"/></p><p>Tradingster Website, COT Report - Light Sweet Crude Oil, August 30th, 2022</p><p><b>Predictions or Lack Thereof</b></p><p>Without doubt, late 2022 trading in U.S. equities/bonds could prove epic for volatility. If you do not have the heart for wild swings, retreating to cash and gold/silver is an acceptable course of action. I would note I do not recommend a large net-short position for a variety of reasons from rising brokerage borrowing costs and truly expensive put option premiums historically (working against gains, absent a massive selloff), to the difficulty of covering bearish positions in a whipsawing marketplace. A meandering decline over the next 12-18 months is one possibility that should also discourage aggressive shorting.</p><p>I am personally modeling the timing of a tradable bottom in U.S. stocks is getting close. Yet, outlier risks from the November election cycle, ongoing investigations into former President Trump&#39;s shenanigans, Fed tightening pushing the economy into recession, China invading Taiwan, and/or a final jump in energy prices crushing consumer spending and bond market prices, could mean a wicked Wall Street price drop is coming in the weeks ahead. For market timers and risk weighting investors, holding cash in the coming days makes complete sense to me. Nevertheless, an equity market bottom in the next few weeks, with an &#34;unexpected&#34; price rise during late September and October would catch many analysts and investors off balance.</p><p>Could stocks fall off a cliff into the end of September? Absolutely, I can envision a number of scenarios shaving 5%, 10%, even 20% off the SPY $392 quote from Friday. However, I suggest smart and nimble investors be ready to buy such a waterfall (close to a crash) decline. I talked about evidence of a developing liquidity crisis weeks ago here, and the odds of one playing out in September (perhaps into early October) remain much higher than usual. I am not a fan of bonds - with CPI inflation rates around 8%, the Fed has to keep raising bank lending rates and selling part of its $9 trillion stash of U.S. bond interference since 2008 to have any credibility it is serious about fighting inflation.</p><p>I moved my 401k to all cash weeks ago, with an eye toward reentering stocks with a 20%-50% weighting in September-October. My plan is to cost-average down on any big drop in Wall Street quotes. If a bear slump does not materialize, I am OK holding abnormal levels of cash earning higher and rising interest rates, without limited downside risk.</p><p>Given today&#39;s total market capitalization to GDP remains in nosebleed territory around 150%, considerable long-term downside in stocks could materialization the rest of 2022 and all of 2023 (with a 75% average ratio vs. GDP over 50 years). If we&#39;re headed to the 60% ratio of 1990 or early 2009, sizable downside may be coming to Wall Street beyond the -20% drawdown this year. (The Fed&#39;s goal is to inflate GDP higher with money printing over time, as I have discussed many times this summer. So, stocks may hold up in price, but markedly underperform inflation like 2022 or the 1970s decade.)</p><p><img src=\"https://static.tigerbbs.com/270523ad94ed613d267b60065aa7fa1f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/></p><p>YCharts - US Stock Market Value vs. GDP, 1971-Present</p><p>I have been buying precious metals, especially gold and silver bullion through a number of related ETFs in my regular long/short brokerage account in August and early September. Silver is getting close to a record-low valuation vs. gold and in relation to financial paper money aggregates like M2 money stock or total Treasury debt. I have explained the developing bullish story for gold/silver in numerous articles since the middle of August, as a function of overly bearish sentiment and rising lease rates. I fully expect gold in particular will &#34;lead&#34; the stock market higher at some point, like it has at nearly every major bottom since the 1987 stock market crash (as a signal of improving financial system liquidity). Further declines in the S&amp;P 500 matched against flat to higher gold pricing could be one divergence to convince me turn more bullish about Wall Street&#39;s intermediate-term prospects.</p><p>For the SPDR S&amp;P 500 ETF specifically, my momentum indicators are in a neutral to bearish position today<i>. On Balance Volume</i> continues to lead the market lower. In terms of oversold/overbought indicators, the <i>Average Directional Index</i>and<i>Money Flow Index</i>have yet to scream panic selling has arrived. However, if the S&amp;P 500 dives 5% over the course of a week, or 10% to 15% over several weeks, coinciding with a turn higher in gold, I could get quite bullish that another strong rebound in prices will take place. Until a bigger selloff plays out, I am more neutral with a <i>Hold</i> rating on SPY. We could see a minor upmove back to the 200-day moving average or backslide in price closer to the summer lows as a protracted, disappointing zigzag leaving traders/investors glum and unhappy into early 2023.</p><p><img src=\"https://static.tigerbbs.com/6a9eab5c6beaa4198b8b921d7b4d33a8\" tg-width=\"700\" tg-height=\"639\" referrerpolicy=\"no-referrer\"/></p><p>StockCharts.com - SPY, 12 Months of Daily Values</p><p>In conclusion, there are a variety of directions the overall U.S. equity market could head into early 2023. My goal is to buy material weakness and sell into any rally beyond 5%, until the Fed is finished tightening. Ironically, the bigger the drop in September-October, the better 2023 may turn out for U.S. equity investor gains. We may need a rapid panic event to reset inflation rates at a lower tier and halt Fed tightening policy, while upgrading business income and valuation numbers into 2024.</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>Will September Outline A Major Bottom For SPY And U.S. Markets?</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\">\nWill September Outline A Major Bottom For SPY And U.S. Markets?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-08 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4539406-will-september-outline-major-bottom-spy-us-markets><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe stock market is being hit by a number of crosscurrents, some positive and some negative in early September.I prefer cash and lighter market weightings until lower valuations and perhaps a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4539406-will-september-outline-major-bottom-spy-us-markets\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4539406-will-september-outline-major-bottom-spy-us-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186686846","content_text":"SummaryThe stock market is being hit by a number of crosscurrents, some positive and some negative in early September.I prefer cash and lighter market weightings until lower valuations and perhaps a deeper financial crisis reset the economy.One possible outcome is a straight down stretch in September opens a terrific long-term buy opportunity, with stronger equity levels in 2023.Another zigzag pattern may include stagnating price or a minor downtrend into January for market-tracking ETFs like the SPDR S&P 500 product.Investor sentiment turned slightly more bullish in the middle of August as prices recovered about half of their 2022 losses through June. However, after retesting 200-day moving averages as resistance a few weeks ago, stocks have plummeted again, with the small-cap Russell2000 stocks leading the way with a -11% slide.The SPDR S&P 500 Trust ETF(NYSEARCA:SPY) has not fared much better, with a -9% tank over several weeks. At this stage in the chart pattern, it looks like a successful retest of the summer lows is taking shape. However, I would caution seasonal risk in the autumn months for stocks, the possibility of another spike higher in oil/gas inflation soon, and a Federal Reserve confused on whether to fight inflation or support the economy makes further equity downside something to worry about. On the bullish side of the ledger, modern record cash levels at actively-managed institutions (the early JulyBank of America fund manager survey relayed the highest cash positioning since October 2001, even greater than the 2008-09 banking crisis and 50% bear market in equity prices), and bearish sentiment indicators creeping closer to major buy territory could mean the end of intense selling is close at hand.Bank of America, Global Fund Manager August Survey via Bloomberg ArticleAmerican Association of Individual Investors, August 31st, 2022 SurveyNot only are current readings of pessimism usually a bullish indicator of future price changes (because cash on the sidelines will eventually repurchase stocks), but futures trader positioning in the Commitments of Traders (COT) report may be the single best data point to land your bullish hat. In terms of sentiment, we now stand at 10-year highs for commercial longs (banks & financial institutions) vs. decade record net shorts by speculators and small investors. You can review this idea below for both regular S&P 500 and E-Mini futures contracts. If this was the only information available for me to make a decision, I would likely be quite bullish currently, as similar setups in the recent past have almost immediately pinpointed a major market bottom in price.Tradingster Website, COT Report - S&P 500, August 30th, 2022Tradingster Website, COT Report - E-Mini S&P 500, August 30th, 2022Crude Oil WildcardThe most important economic variable that could really trip up U.S. stocks is crude oil pricing. I have been correctly bearish on the 25% drop in crude oil since the spring spike on Russia's military invasion of Ukraine. A slowing global economy with flattening demand for oil have been one reason for oil weakness. A small rise in production worldwide is another reason for the rebalance in supply/demand.Yet, of late I am getting worried winter shortages of oil/gas for western Europe could endanger financial market stability. In addition, it is clear OPEC+ would prefer prices stick around US$100 a barrel. Just this weekend, OPEC+ made obvious its wishes for high crude oil prices to be the new reality as a 100,000 barrel per day cut in production was announced without warning. I have been analyzing if another upmove in this key ingredient for inflation and GDP output could push net energy costs and Fed tightening policy into the recession zone. Basically, crude oil back above $100 makes a \"soft landing\" scenario for the economy all but impossible.Other U.S. supply shocks for oil could occur, like a major hurricane in the Gulf of Mexico hitting during September or October that slashes oil/gas production and refining for weeks or months. The U.S. government may be forced to cut back on Strategic Petroleum Reserve sales at the end of October, to keep inventory in place for future black swan events. And, I was thinking a nuclear-monitoring deal with Iran would be finished by late summer to open new supplies to Europe, reducing the potential for serious shortages this winter. Such has not been accomplished, despite hopes worldwide.One final piece of the crude oil puzzle is futures trading does not show an oversized speculative bubble today, as one would expect following a rise from $20 to $120 per barrel over 24 months. In fact, commercial hedgers like oil companies and refiners are actually covering net short crude oil futures positions (in search of supply during the summer), now short the lowest number of contracts since 2016. On the flip side, small speculators are holding an almost 10-year low, net long position. This COT sentiment setup argues for higher quotes for crude oil, not lower, in the months to come.Tradingster Website, COT Report - Light Sweet Crude Oil, August 30th, 2022Predictions or Lack ThereofWithout doubt, late 2022 trading in U.S. equities/bonds could prove epic for volatility. If you do not have the heart for wild swings, retreating to cash and gold/silver is an acceptable course of action. I would note I do not recommend a large net-short position for a variety of reasons from rising brokerage borrowing costs and truly expensive put option premiums historically (working against gains, absent a massive selloff), to the difficulty of covering bearish positions in a whipsawing marketplace. A meandering decline over the next 12-18 months is one possibility that should also discourage aggressive shorting.I am personally modeling the timing of a tradable bottom in U.S. stocks is getting close. Yet, outlier risks from the November election cycle, ongoing investigations into former President Trump's shenanigans, Fed tightening pushing the economy into recession, China invading Taiwan, and/or a final jump in energy prices crushing consumer spending and bond market prices, could mean a wicked Wall Street price drop is coming in the weeks ahead. For market timers and risk weighting investors, holding cash in the coming days makes complete sense to me. Nevertheless, an equity market bottom in the next few weeks, with an \"unexpected\" price rise during late September and October would catch many analysts and investors off balance.Could stocks fall off a cliff into the end of September? Absolutely, I can envision a number of scenarios shaving 5%, 10%, even 20% off the SPY $392 quote from Friday. However, I suggest smart and nimble investors be ready to buy such a waterfall (close to a crash) decline. I talked about evidence of a developing liquidity crisis weeks ago here, and the odds of one playing out in September (perhaps into early October) remain much higher than usual. I am not a fan of bonds - with CPI inflation rates around 8%, the Fed has to keep raising bank lending rates and selling part of its $9 trillion stash of U.S. bond interference since 2008 to have any credibility it is serious about fighting inflation.I moved my 401k to all cash weeks ago, with an eye toward reentering stocks with a 20%-50% weighting in September-October. My plan is to cost-average down on any big drop in Wall Street quotes. If a bear slump does not materialize, I am OK holding abnormal levels of cash earning higher and rising interest rates, without limited downside risk.Given today's total market capitalization to GDP remains in nosebleed territory around 150%, considerable long-term downside in stocks could materialization the rest of 2022 and all of 2023 (with a 75% average ratio vs. GDP over 50 years). If we're headed to the 60% ratio of 1990 or early 2009, sizable downside may be coming to Wall Street beyond the -20% drawdown this year. (The Fed's goal is to inflate GDP higher with money printing over time, as I have discussed many times this summer. So, stocks may hold up in price, but markedly underperform inflation like 2022 or the 1970s decade.)YCharts - US Stock Market Value vs. GDP, 1971-PresentI have been buying precious metals, especially gold and silver bullion through a number of related ETFs in my regular long/short brokerage account in August and early September. Silver is getting close to a record-low valuation vs. gold and in relation to financial paper money aggregates like M2 money stock or total Treasury debt. I have explained the developing bullish story for gold/silver in numerous articles since the middle of August, as a function of overly bearish sentiment and rising lease rates. I fully expect gold in particular will \"lead\" the stock market higher at some point, like it has at nearly every major bottom since the 1987 stock market crash (as a signal of improving financial system liquidity). Further declines in the S&P 500 matched against flat to higher gold pricing could be one divergence to convince me turn more bullish about Wall Street's intermediate-term prospects.For the SPDR S&P 500 ETF specifically, my momentum indicators are in a neutral to bearish position today. On Balance Volume continues to lead the market lower. In terms of oversold/overbought indicators, the Average Directional IndexandMoney Flow Indexhave yet to scream panic selling has arrived. However, if the S&P 500 dives 5% over the course of a week, or 10% to 15% over several weeks, coinciding with a turn higher in gold, I could get quite bullish that another strong rebound in prices will take place. Until a bigger selloff plays out, I am more neutral with a Hold rating on SPY. We could see a minor upmove back to the 200-day moving average or backslide in price closer to the summer lows as a protracted, disappointing zigzag leaving traders/investors glum and unhappy into early 2023.StockCharts.com - SPY, 12 Months of Daily ValuesIn conclusion, there are a variety of directions the overall U.S. equity market could head into early 2023. My goal is to buy material weakness and sell into any rally beyond 5%, until the Fed is finished tightening. Ironically, the bigger the drop in September-October, the better 2023 may turn out for U.S. equity investor gains. We may need a rapid panic event to reset inflation rates at a lower tier and halt Fed tightening policy, while upgrading business income and valuation numbers into 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930742245,"gmtCreate":1662011002589,"gmtModify":1676536625150,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Waiting for the right entry price","listText":"Waiting for the right entry price","text":"Waiting for the right entry price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9930742245","repostId":"1119571097","repostType":4,"repost":{"id":"1119571097","pubTimestamp":1662003282,"share":"https://ttm.financial/m/news/1119571097?lang=&edition=fundamental","pubTime":"2022-09-01 11:34","market":"us","language":"en","title":"Microsoft Is A Cash Cow Blue Chip: Here's When To Snap Up Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1119571097","media":"Seeking Alpha","summary":"SummaryOf the largest 10 stocks in the S&P 500, there are only three that I think have valuations in","content":"<html><head></head><body><h2>Summary</h2><ul><li>Of the largest 10 stocks in the S&amp;P 500, there are only three that I think have valuations in the ballpark of being reasonable.</li><li>These three stocks are Microsoft, Google, and Berkshire Hathaway.</li><li>We dive into Microsoft, which is near where I would buy it, but not yet there.</li><li>Why Microsoft&#39;s business is such a juggernaut, and where I think you should snap up some stock in light of a tighter Fed and falling market valuations.</li></ul><p><img src=\"https://static.tigerbbs.com/215c81286b628ff98651c7ec2c9f62a2\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Redmond, Washington-based Microsoft (NASDAQ:MSFT) is the second largest company by market cap in America, second only to Apple (AAPL). Microsoft has shown a unique ability to reinvent itself nearly three decades after its ubiquitous Windows software firststarted making the companybillions of dollars in annual profits. If you&#39;re a long-time Microsoft holder, you&#39;ve made a bunch of money.</p><p><img src=\"https://static.tigerbbs.com/75f95745bec8f20bf0b5d5ef7dd1f2b2\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>MSFTdata by YCharts</p><p>Today, Microsoft is still a great business.</p><ul><li>Millions of people use Microsoft Office on a daily basis.</li><li>The Azurecloud businesscontinues to grow massively.</li><li>And if MSFT&#39;s acquisition of Activision Blizzard (ATVI) closes, the combined company will be the third largest video game company in the world. Interestingly,Warren Buffett bet billionsof dollars this year that the deal will close.</li></ul><p>To these points, investing would be super easy if all you had to do was pick the most profitable companies and invest in them. This isn&#39;t completely wrong per se, because historically theinfamous &#34;disposition effect&#34;keeps the stocks of great companies cheaper than they should rationally be. However, since I started writing for Seeking Alpha in 2018, stock valuations have essentially done nothing but go up, forcing investors to pay more and more for each dollar of future earnings. When I started writing here, I could often write articles with titles like &#34;Back up the truck,&#34; and &#34;25% downside + 100% upside.&#34; Now all the low-hanging fruit has been picked, and the metaphorical nights are getting colder, with winter on the way.</p><p>Taking a quick glance at the top 10 holdings of the S&amp;P 500 as of July 31st (SPY) shows this.</p><p><img src=\"https://static.tigerbbs.com/0cde87b0c7047ebf734cb0f2fbdc6e41\" tg-width=\"640\" tg-height=\"766\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SPY Top 10 Holdings(Etrade)</p><p>Apple is trading for 28x 2021 earnings, and analysts are projecting single-digit growth going forward. 2021 earnings were themselves pumped up by thousands of dollars in stimulus checks per household, bringing into question the company&#39;s ability to even sustain what it made in 2021. Amazon (AMZN) and Tesla (TSLA) both trade over 100x earnings, which is historically perilous to expect for companies of their size. UnitedHealth (UNH) and Johnson &amp; Johnson (JNJ) both trade for fairly high multiples as well, and are prime targets for any future healthcare reform, at the very least threatening their ability to grow earnings. And Nvidia (NVDA) is down big this year but still trades for nearly 60x earnings. NVDAhas been compared with good reasonto Cisco (CSCO) in 2000.</p><p>That leaves Microsoft, Google (GOOG) (GOOGL), and Berkshire Hathaway (BRK.A) (BRK.B) MSFT has a 29x multiple on 2021 earnings but much better forward growth prospects than Apple according to analysts. Similarly, Google&#39;s multiple is pretty reasonable given its long-term growth prospects, and a substantial portion of Berkshire&#39;s value is in Apple stock, but BRK.B trades at a beautiful discount to Apple. These are the stocks that you should look to pick up in a downturn. I&#39;m comparing these stocks with 2021 earnings because I pulled them in bulk, for MSFT I&#39;ll compare with 2023 earnings below. I&#39;d be cautious about extrapolating 2021 earnings with some stocks but MSFT&#39;s earnings are stickier than most tech or consumer discretionary companies.</p><h2>Meanwhile, Back At The Farm</h2><p>Here&#39;s how Microsoft&#39;s business has been performing.</p><h3>Cloud</h3><p>Amazon has similar exposure to the cloud through AWS, but Microsoft is out-competing themand taking market share. In one of the fastest growing markets in tech, Microsoft is again showing an impressive ability to make inroads against an entrenched market leader with massive resources. Going forward, I would expect this trend to continue as Amazon is forced to grapple with the reality of running a global logistics business with1.6 million employeesand trying to defend AWS&#39;s market share– a two-front war. It&#39;s not necessarily zero-sum since the cloud market is rapidly growing, but the rest of Microsoft&#39;s business is so much more attractive than Amazon&#39;s to me and MSFT carries less downside risk and valuation risk as well. Despite a stronger dollar, Microsoft grew cloud revenueby roughly 20% over the last year. This was discussed in MSFT&#39;s most recentquarterly earnings conference call.</p><p><b>Cloud Revenue and Profit (Billions)</b></p><p><img src=\"https://static.tigerbbs.com/1b3b54d1ef611e4dbeec408676290612\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Microsoft Cloud Revenue(FY 2022 Investor Presentation)</p><h3>Office/Productivity</h3><p>Microsoft Office has followed the tech industry&#39;s grand plan of switching from mainly selling products to mainly selling subscriptions. It&#39;s been a good plan – going from a one-time sale model to a subscription model has improved Microsoft&#39;s revenue from Office dramatically. MSFT has seen good growth in this segment as well (note that they include their LinkedIn acquisition in this category as well). As with cloud computing, industry observers have called for huge growth in this market over the next 10 years as the workforce continues to become more decentralized after the initial shock of the pandemic. One area that&#39;s expected to see big growth is so-called &#34;enterprise content management,&#34; which is the management of documents, spreadsheets, contracts, and scanned images. Box (BOX) is one of the big players in this space now – I wouldn&#39;t be surprised to see Microsoft either make them a buyout offer or clone them the way they&#39;ve done, taking on Zoom (ZM) with Microsoft Teams.</p><p><b>MSFT Productivity &amp; Business Processes Revenue</b></p><p><img src=\"https://static.tigerbbs.com/49acb60afeb0b9cdab609c40be40d947\" tg-width=\"640\" tg-height=\"287\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Microsoft Productivity Revenue(FY 2022 Investor Presentation)</p><h3>Gaming</h3><p>Microsoft buries its gaming revenue with the legacy business from Windows and other catch-alls, but they&#39;re now making a huge push in gaming. This line of business has been more or less stagnant, but the push is intended to get the ball rolling, tying Microsoft in even deeper with the global video game market, which isexpected to grow12% or so annually over the next five years. Specifically, Microsoft is acquiring Activision Blizzard, the controversial but profitable video game company best-known for the game Call of Duty. Of course, MSFT already owns Xbox, so this is vertical integration at its finest. If you own the console, the operating system, and you own the video game company all in one, then you don&#39;t have to split the profit with anyone.</p><p><img src=\"https://static.tigerbbs.com/82c30df6c2cbb5104fe71d6f1a99decd\" tg-width=\"640\" tg-height=\"301\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Microsoft Other Revenue(FY 2022 Investor Presentation)</p><p>The offer is for $95 per share, but ATVI trades for a bit less than $79 as of my writing this. Warren Buffett, one of the world&#39;s foremost merger arbitrageurs has bought billions in ATVI stock – he&#39;ll pocket $95 per share if the deal is successful. The deal is expected to closeby June of 2023 but requires antitrust approval in several countries. Merger arbitrage is not a new thing – it wasoutlined as a strategyby Benjamin Graham in his books. I believe the strategy is underused by investors. Buffett has used the merger arbs extensively over the last six decades, includingheavily in the 1980s.</p><p>If there&#39;s one trade here I would make, it would probably be to tail Buffett&#39;s judgment on ATVI. The stock price hasn&#39;t changed much since the announcement, so you&#39;re getting more or less the same deal as Buffett here.</p><h2>MSFT Valuation And Target Price</h2><p>The overall market&#39;s valuation is too high. First, earnings aren&#39;t sustainable without massive stimulus juicing the economy, and second, price-to-earnings multiples are too high compared with what you can get in cash as the Fed jacks up rates to fight inflation. I covered this extensively this week in myfirstandsecond pieceson Jackson Hole and encourage readers to review my thoughts on the macro picture.</p><p>Market-wide, stock prices have risen faster than business profits over the past few years, and Microsoft is unfortunately not an exception to this trend. However, Microsoft&#39;s valuation is better than its large S&amp;P 500 peers, and of course, Microsoft&#39;s business is better run as well. This doesn&#39;t necessarily mean you should pay 30x earnings for it because it will drag down your future annual returns, but at worst, Microsoft is on the high side of a range where you might consider the stock fairly valued.</p><p>I believe the broad stock market is overvalued by a bit less than 20% at current prices as the post-pandemic economic hangover slowly resolves. Microsoft has an excellent underlying business, but I expect the Fed and the economy to drive the stock over the next 6-12 months. Ballparking off of FY 2023 earnings estimates for MSFT of roughly $10.25 per share, and applying a 20-21x multiple, you get a target price for buying MSFT at around $205 to $215. That&#39;s around 20% lower than the current price. That&#39;s where I&#39;d buy it. But if you&#39;re OK with a 25x multiple, then MSFT is a buy at $255 or so, or only about 3% lower than the current price. If you buy now, you might get 9% annual returns, but if you can score the stock for $210, you&#39;re looking at more like 15% annually.</p><p>In any case, compared with some other popular stocks trading at 50-100x earnings that could fall 50% and not even become cheap, MSFT has a much better risk/reward. This is fairly typical for blue chip stocks, which are often good businesses trading for premium valuations, so you have to stalk them for a good chance to buy. Historically,growth stocks trade at a large valuation premiumin bull markets but trade closer to the market median in bear markets, giving justification to this approach. Since so much MSFT is held by ETF investors, the macro environment is going to dictate the valuation in the short run.</p><h2>Bottom Line</h2><p>Microsoft is a great business, but the stock is connected to the broader market which is fighting the Fed&#39;s efforts to drain excess liquidity out of the system. If you buy MSFT now, I think you&#39;re getting decent long-term compensation but likely to face some declines in the near term. For this reason, I&#39;d rate MSFT a hold and look to pick up MSFT stock about 20% lower than the current price. For a Buffett-approved trade you can do right now, look at buying ATVI and waiting for the deal to close.</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>Microsoft Is A Cash Cow Blue Chip: Here's When To Snap Up Shares</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\">\nMicrosoft Is A Cash Cow Blue Chip: Here's When To Snap Up Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538205-microsoft-a-cash-cow-blue-chip-time-to-snap-up-shares><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOf the largest 10 stocks in the S&P 500, there are only three that I think have valuations in the ballpark of being reasonable.These three stocks are Microsoft, Google, and Berkshire Hathaway....</p>\n\n<a href=\"https://seekingalpha.com/article/4538205-microsoft-a-cash-cow-blue-chip-time-to-snap-up-shares\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4538205-microsoft-a-cash-cow-blue-chip-time-to-snap-up-shares","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119571097","content_text":"SummaryOf the largest 10 stocks in the S&P 500, there are only three that I think have valuations in the ballpark of being reasonable.These three stocks are Microsoft, Google, and Berkshire Hathaway.We dive into Microsoft, which is near where I would buy it, but not yet there.Why Microsoft's business is such a juggernaut, and where I think you should snap up some stock in light of a tighter Fed and falling market valuations.Redmond, Washington-based Microsoft (NASDAQ:MSFT) is the second largest company by market cap in America, second only to Apple (AAPL). Microsoft has shown a unique ability to reinvent itself nearly three decades after its ubiquitous Windows software firststarted making the companybillions of dollars in annual profits. If you're a long-time Microsoft holder, you've made a bunch of money.MSFTdata by YChartsToday, Microsoft is still a great business.Millions of people use Microsoft Office on a daily basis.The Azurecloud businesscontinues to grow massively.And if MSFT's acquisition of Activision Blizzard (ATVI) closes, the combined company will be the third largest video game company in the world. Interestingly,Warren Buffett bet billionsof dollars this year that the deal will close.To these points, investing would be super easy if all you had to do was pick the most profitable companies and invest in them. This isn't completely wrong per se, because historically theinfamous \"disposition effect\"keeps the stocks of great companies cheaper than they should rationally be. However, since I started writing for Seeking Alpha in 2018, stock valuations have essentially done nothing but go up, forcing investors to pay more and more for each dollar of future earnings. When I started writing here, I could often write articles with titles like \"Back up the truck,\" and \"25% downside + 100% upside.\" Now all the low-hanging fruit has been picked, and the metaphorical nights are getting colder, with winter on the way.Taking a quick glance at the top 10 holdings of the S&P 500 as of July 31st (SPY) shows this.SPY Top 10 Holdings(Etrade)Apple is trading for 28x 2021 earnings, and analysts are projecting single-digit growth going forward. 2021 earnings were themselves pumped up by thousands of dollars in stimulus checks per household, bringing into question the company's ability to even sustain what it made in 2021. Amazon (AMZN) and Tesla (TSLA) both trade over 100x earnings, which is historically perilous to expect for companies of their size. UnitedHealth (UNH) and Johnson & Johnson (JNJ) both trade for fairly high multiples as well, and are prime targets for any future healthcare reform, at the very least threatening their ability to grow earnings. And Nvidia (NVDA) is down big this year but still trades for nearly 60x earnings. NVDAhas been compared with good reasonto Cisco (CSCO) in 2000.That leaves Microsoft, Google (GOOG) (GOOGL), and Berkshire Hathaway (BRK.A) (BRK.B) MSFT has a 29x multiple on 2021 earnings but much better forward growth prospects than Apple according to analysts. Similarly, Google's multiple is pretty reasonable given its long-term growth prospects, and a substantial portion of Berkshire's value is in Apple stock, but BRK.B trades at a beautiful discount to Apple. These are the stocks that you should look to pick up in a downturn. I'm comparing these stocks with 2021 earnings because I pulled them in bulk, for MSFT I'll compare with 2023 earnings below. I'd be cautious about extrapolating 2021 earnings with some stocks but MSFT's earnings are stickier than most tech or consumer discretionary companies.Meanwhile, Back At The FarmHere's how Microsoft's business has been performing.CloudAmazon has similar exposure to the cloud through AWS, but Microsoft is out-competing themand taking market share. In one of the fastest growing markets in tech, Microsoft is again showing an impressive ability to make inroads against an entrenched market leader with massive resources. Going forward, I would expect this trend to continue as Amazon is forced to grapple with the reality of running a global logistics business with1.6 million employeesand trying to defend AWS's market share– a two-front war. It's not necessarily zero-sum since the cloud market is rapidly growing, but the rest of Microsoft's business is so much more attractive than Amazon's to me and MSFT carries less downside risk and valuation risk as well. Despite a stronger dollar, Microsoft grew cloud revenueby roughly 20% over the last year. This was discussed in MSFT's most recentquarterly earnings conference call.Cloud Revenue and Profit (Billions)Microsoft Cloud Revenue(FY 2022 Investor Presentation)Office/ProductivityMicrosoft Office has followed the tech industry's grand plan of switching from mainly selling products to mainly selling subscriptions. It's been a good plan – going from a one-time sale model to a subscription model has improved Microsoft's revenue from Office dramatically. MSFT has seen good growth in this segment as well (note that they include their LinkedIn acquisition in this category as well). As with cloud computing, industry observers have called for huge growth in this market over the next 10 years as the workforce continues to become more decentralized after the initial shock of the pandemic. One area that's expected to see big growth is so-called \"enterprise content management,\" which is the management of documents, spreadsheets, contracts, and scanned images. Box (BOX) is one of the big players in this space now – I wouldn't be surprised to see Microsoft either make them a buyout offer or clone them the way they've done, taking on Zoom (ZM) with Microsoft Teams.MSFT Productivity & Business Processes RevenueMicrosoft Productivity Revenue(FY 2022 Investor Presentation)GamingMicrosoft buries its gaming revenue with the legacy business from Windows and other catch-alls, but they're now making a huge push in gaming. This line of business has been more or less stagnant, but the push is intended to get the ball rolling, tying Microsoft in even deeper with the global video game market, which isexpected to grow12% or so annually over the next five years. Specifically, Microsoft is acquiring Activision Blizzard, the controversial but profitable video game company best-known for the game Call of Duty. Of course, MSFT already owns Xbox, so this is vertical integration at its finest. If you own the console, the operating system, and you own the video game company all in one, then you don't have to split the profit with anyone.Microsoft Other Revenue(FY 2022 Investor Presentation)The offer is for $95 per share, but ATVI trades for a bit less than $79 as of my writing this. Warren Buffett, one of the world's foremost merger arbitrageurs has bought billions in ATVI stock – he'll pocket $95 per share if the deal is successful. The deal is expected to closeby June of 2023 but requires antitrust approval in several countries. Merger arbitrage is not a new thing – it wasoutlined as a strategyby Benjamin Graham in his books. I believe the strategy is underused by investors. Buffett has used the merger arbs extensively over the last six decades, includingheavily in the 1980s.If there's one trade here I would make, it would probably be to tail Buffett's judgment on ATVI. The stock price hasn't changed much since the announcement, so you're getting more or less the same deal as Buffett here.MSFT Valuation And Target PriceThe overall market's valuation is too high. First, earnings aren't sustainable without massive stimulus juicing the economy, and second, price-to-earnings multiples are too high compared with what you can get in cash as the Fed jacks up rates to fight inflation. I covered this extensively this week in myfirstandsecond pieceson Jackson Hole and encourage readers to review my thoughts on the macro picture.Market-wide, stock prices have risen faster than business profits over the past few years, and Microsoft is unfortunately not an exception to this trend. However, Microsoft's valuation is better than its large S&P 500 peers, and of course, Microsoft's business is better run as well. This doesn't necessarily mean you should pay 30x earnings for it because it will drag down your future annual returns, but at worst, Microsoft is on the high side of a range where you might consider the stock fairly valued.I believe the broad stock market is overvalued by a bit less than 20% at current prices as the post-pandemic economic hangover slowly resolves. Microsoft has an excellent underlying business, but I expect the Fed and the economy to drive the stock over the next 6-12 months. Ballparking off of FY 2023 earnings estimates for MSFT of roughly $10.25 per share, and applying a 20-21x multiple, you get a target price for buying MSFT at around $205 to $215. That's around 20% lower than the current price. That's where I'd buy it. But if you're OK with a 25x multiple, then MSFT is a buy at $255 or so, or only about 3% lower than the current price. If you buy now, you might get 9% annual returns, but if you can score the stock for $210, you're looking at more like 15% annually.In any case, compared with some other popular stocks trading at 50-100x earnings that could fall 50% and not even become cheap, MSFT has a much better risk/reward. This is fairly typical for blue chip stocks, which are often good businesses trading for premium valuations, so you have to stalk them for a good chance to buy. Historically,growth stocks trade at a large valuation premiumin bull markets but trade closer to the market median in bear markets, giving justification to this approach. Since so much MSFT is held by ETF investors, the macro environment is going to dictate the valuation in the short run.Bottom LineMicrosoft is a great business, but the stock is connected to the broader market which is fighting the Fed's efforts to drain excess liquidity out of the system. If you buy MSFT now, I think you're getting decent long-term compensation but likely to face some declines in the near term. For this reason, I'd rate MSFT a hold and look to pick up MSFT stock about 20% lower than the current price. For a Buffett-approved trade you can do right now, look at buying ATVI and waiting for the deal to close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918156668,"gmtCreate":1664339950254,"gmtModify":1676537436766,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"I not changing my phone. Current one can meet my requirements.&nbsp;","listText":"I not changing my phone. Current one can meet my requirements.&nbsp;","text":"I not changing my phone. Current one can meet my requirements.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9918156668","repostId":"1168366695","repostType":4,"repost":{"id":"1168366695","pubTimestamp":1664336485,"share":"https://ttm.financial/m/news/1168366695?lang=&edition=fundamental","pubTime":"2022-09-28 11:41","market":"fut","language":"en","title":"Stock Futures Slide Amid Report Apple Is Ditching iPhone Production Boost","url":"https://stock-news.laohu8.com/highlight/detail?id=1168366695","media":"Seeking Alpha","summary":"Stock futures are setting up for a bigger Wednesday fall, after Tuesday's late fizzle from a relief ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/80fafa461e3b8dcbf0a9bb245ecb4004\" tg-width=\"750\" tg-height=\"519\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Stock futures are setting up for a bigger Wednesday fall, after Tuesday&#39;s late fizzle from a relief rally, following a report that Apple (NASDAQ:AAPL) ispulling back from plansto boost iPhone productionwhen an expected demand spike didn&#39;t show up.</p><p>Apple (AAPL) is telling suppliers to back off from an effort to boost assembly of iPhone 14 models by up to 6M units in the second half, Bloomberg reports, instead focusing on a flat 90M-handset forecast consistent with the prior year.</p><p>Dow Jones (DJI) futures slid about 0.55%, while S&amp;P 500 (SP500) futures dropped 0.68% and Nasdaq (COMP.IND) futures tumbled 0.93%.</p><p><img src=\"https://static.tigerbbs.com/c8f5f5513bf918ebd23011c575e256d9\" tg-width=\"289\" tg-height=\"118\" width=\"100%\" height=\"auto\"/></p><p>The 10-year Treasury yield (US10Y) has cracked the 4% barrier for the first time since 2010, while 2-year Treasury yields (US2Y) hit 4.295%.</p><p>Apple (AAPL) had boosted projections as it headed into its launch event for the iPhone 14, and suppliers had started preparing for a 7% boost to orders. But the anticipated demand hasn&#39;t materialized, and Apple is reversing course, according to the report.</p><p>The higher-priced iPhone 14 Pro models are reportedlyseeing more demandthan the lower-priced phones, and at least one supplier is shifting capacity toward the premium models in response.</p><p>Apple has confirmed it was moving iPhone productioninto India as it diversified away from China.</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>Stock Futures Slide Amid Report Apple Is Ditching iPhone Production Boost</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\">\nStock Futures Slide Amid Report Apple Is Ditching iPhone Production Boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-28 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3886588-stock-futures-slide-on-report-apple-is-ditching-iphone-production-boost><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock futures are setting up for a bigger Wednesday fall, after Tuesday's late fizzle from a relief rally, following a report that Apple (NASDAQ:AAPL) ispulling back from plansto boost iPhone ...</p>\n\n<a href=\"https://seekingalpha.com/news/3886588-stock-futures-slide-on-report-apple-is-ditching-iphone-production-boost\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3886588-stock-futures-slide-on-report-apple-is-ditching-iphone-production-boost","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168366695","content_text":"Stock futures are setting up for a bigger Wednesday fall, after Tuesday's late fizzle from a relief rally, following a report that Apple (NASDAQ:AAPL) ispulling back from plansto boost iPhone productionwhen an expected demand spike didn't show up.Apple (AAPL) is telling suppliers to back off from an effort to boost assembly of iPhone 14 models by up to 6M units in the second half, Bloomberg reports, instead focusing on a flat 90M-handset forecast consistent with the prior year.Dow Jones (DJI) futures slid about 0.55%, while S&P 500 (SP500) futures dropped 0.68% and Nasdaq (COMP.IND) futures tumbled 0.93%.The 10-year Treasury yield (US10Y) has cracked the 4% barrier for the first time since 2010, while 2-year Treasury yields (US2Y) hit 4.295%.Apple (AAPL) had boosted projections as it headed into its launch event for the iPhone 14, and suppliers had started preparing for a 7% boost to orders. But the anticipated demand hasn't materialized, and Apple is reversing course, according to the report.The higher-priced iPhone 14 Pro models are reportedlyseeing more demandthan the lower-priced phones, and at least one supplier is shifting capacity toward the premium models in response.Apple has confirmed it was moving iPhone productioninto India as it diversified away from China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931231294,"gmtCreate":1662463953418,"gmtModify":1676537065654,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Google stock I plan to buy when below 100","listText":"Google stock I plan to buy when below 100","text":"Google stock I plan to buy when below 100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9931231294","repostId":"1135910742","repostType":4,"repost":{"id":"1135910742","pubTimestamp":1662462396,"share":"https://ttm.financial/m/news/1135910742?lang=&edition=fundamental","pubTime":"2022-09-06 19:06","market":"us","language":"en","title":"Google Is Unstoppable In The Long Run: When To Buy The Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1135910742","media":"Seeking Alpha","summary":"SummaryOf the largest 10 stocks in the S&P 500, there are only three that I think have reasonable va","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Of the largest 10 stocks in the S&amp;P 500, there are only three that I think have reasonable valuations.</li><li>These three stocks are Microsoft, Google, and Berkshire Hathaway.</li><li>We look into Google, with the lowest P/E ratio of the 10 largest stocks in the S&amp;P 500.</li><li>Google peaked at over $150 in 2021 but has since sold off. Google&#39;s long-term outlook is great, but macro headwinds and the Fed may drive the stock even lower.</li><li>Google has a shot at being the world&#39;s most valuable company in 5-10 years, but I think you might get it cheaper than today&#39;s price.</li></ul><p>Alphabet, the parent company of Google (NASDAQ: GOOG) is the most low-key of the mega-cap tech companies. The valuation is lower than peers like Apple (AAPL) and Amazon (AMZN), and while the company invests heavily in research &amp; development, its efforts aren&#39;t indiscriminate. Google hasn&#39;t plowed billions into creating a new universe, and it has been fortunate enough to mostly stay out of politics, unlike the company formerly known as Facebook (META) and Twitter (TWTR). While not matching the most explosive gainers in the NASDAQ (QQQ), Google stock is no slouch, returning 19.3% annually since its highly anticipated IPO in 2004. The stock peaked a little above a split-adjusted $150 per share in late 2021 and is now near $109 per share as of my writing this. So is Google a buy at this price, and if not, where should you snap it up?</p><p><img src=\"https://static.tigerbbs.com/c0a65f736f3410809e952b8051c30a84\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>GOOGLdata by YCharts</p><p>Unlike many NASDAQ stocks whose stocks have vastly outrun their underlying businesses, Google&#39;s PE ratio is about the same as it was 10 years ago.</p><p>Google is a great long-term business.</p><ul><li>The company spends almost as much on R&amp;D as it does on payroll and general &amp; administrative costs. While not all research &amp; development spending is productive, academic research on US and global markets shows companies that spend big on R&amp;D outperform companies that don&#39;t by a large margin. Automation is going to be one of the key trends in the economy going forward. Google&#39;sartificial intelligence efforts and other related R&amp;D give the company some great optionality in this arena.</li><li>Google advertising is simply more effective than traditional advertising due to the ability to better match consumers looking to fill needs with businesses looking to provide goods and services. I get annoyed when I see TV ads for stuff like structured settlements, erectile dysfunction, products to quit smoking, or drugs to treat rare autoimmune diseases. None of these apply to me. Advertisers are spending money to saturate the airwaves when the vast majority of people watching don&#39;t need or want their product! However, if someone is Googling these same things, the chance is much higher that they might need a product to help them, and companies only have to pay per click.</li><li>The network effect of being the dominant search engine offers the company a natural monopoly.</li></ul><p>However, as I pointed out in my Microsoft (MSFT)article last week, Google is one of the largest holdings in ETFs, inextricably tying the stock to the macro picture and the Fed&#39;s efforts to battle inflation. As risk sentiment changes, Google is likely to be sold off along with all of the other tech stocks, even though the business remains solid. This is a potential opportunity.</p><p><b>Why Are Stocks Selling Off?</b></p><p>I&#39;ve covered the macro picture a few times on here. In general, the market is correcting but remains somewhat mispriced. Corporate America has done well over the past few years, but what has increasingly happened is that share prices have risen faster than the underlying earnings of companies. During this time, valuations went from being a little high to being completely out of control in late 2021 against shaky earnings growth estimates. The reasons I gave at the time were that stimulus had artificially juiced corporate profits, while the Fed&#39;s free money COVID policies artificially caused valuations to swell. The result– stocks rallied epically in 2021 while nothing changed under the hood to make the economy structurally better.</p><p><img src=\"https://static.tigerbbs.com/9130ee8d8459f74b5ada2182017989d5\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>SPYdata by YCharts</p><p>As such, stocks have fallen rapidly in 2022 with stimulus in the rearview mirror and rates normalizing. But with the markets falling, the valuations of some stocks are starting to look attractive again. Therefore, our strategy here is pretty simple– use the falling market to get stocks for a discount.</p><p>&#34;Buy the dip&#34; is a popular strategy with investors, but the catch is that you have to buy good businesses when their valuations fall, and not just buy crappy stocks because they&#39;re down. <i>Seeking Alpha</i> is a good place to get a read on whether stock price declines are justified, and there are software tools likeF.A.S.T. Graphsthat can help you make these determinations as well. Google isn&#39;t a hard call for me–it&#39;s a good business. If you look at the company&#39;s financial statements over the last 10 years, it&#39;s clear that the company is a growth machine (in this case, the best line to look at is &#34;normalized diluted earnings per share&#34; to avoid holding tax charges from the 2017 tax bill against them).</p><p>If investing is like cooking, buying blue chip companies on market declines is like chicken parmesan. It&#39;s solid, tasty, and hard to mess up. No one is going to give us a Michelin star for this kind of strategy, but it offers a path to double your money in about 5 years with relatively little fanfare or drama.</p><p>Google is a great company. The question is the right price to pay for it.</p><p><img src=\"https://static.tigerbbs.com/81689a83961f08110800ec8954e31e39\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>GOOGdata by YCharts</p><p>In my Microsoft article from last week, we looked at the price-to-earnings ratios of the biggest companies in the S&amp;P 500 index (SPY) as of July 31st.</p><p><img src=\"https://static.tigerbbs.com/0cde87b0c7047ebf734cb0f2fbdc6e41\" tg-width=\"640\" tg-height=\"766\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SPY Top 10 Holdings(Etrade)</p><p>If you take these and plug in a 20x PE for Berkshire, the average price-to-earnings ratio is about 46! Crazy high. But Google is the cheapest of all of these stocks. Weird, right?</p><p>I&#39;ll admit that Google is not a recession-proof company. Advertising is not going to grow at the same pace it has in a recession, and ad sales may decline. But regardless, Google should not be the cheapest stock out of the top 10 S&amp;P 500 holdings. Unlike many large-cap peers that make use of aggressive accounting to boost reported income, Google&#39;s accounting may actually understate how profitable the company is due to the company&#39;s fondness for moonshot R&amp;D spending.</p><p>To this point, GOOG has a pretty decent chance of becoming the world&#39;s most valuable company in a few years&#39; time. Google is expected to grow earnings faster than Apple going forward, and if valuations come down across the board, Google is likely to get more support as investors realize it&#39;s cheap and scoop up the stock. The adoption rate for digital advertising over traditional ads continues its unstoppable advance, and I believe Google has good prospects for gaining future market share against competitors like Snap (SNAP) and Twitter. Despite the hype over dopamine hijacking media platforms like TikTok, YouTube is a much better platform for monetizing ads due to the wider variety of niches that can match customers and businesses.</p><p><b>Estimates from 2020 for the size of the digital ad market.</b></p><p><img src=\"https://static.tigerbbs.com/9d66523d61415431cc71a569fe9ad032\" tg-width=\"1280\" tg-height=\"712\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ad Market Sizes(&#34;PWC&#34;)</p><p>And then these are more recent estimates. Note the growth!</p><p><img src=\"https://static.tigerbbs.com/c26b61cf0f3a2b66f0319b7a9384ea97\" tg-width=\"640\" tg-height=\"590\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Digital Ad Spend(eMarketer)</p><p>I&#39;d be remiss if I didn&#39;t note that the crazy ad boom in 2021 may have been somewhat cyclical. Funded by nearly free VC money, the startup ecosystem heavily used digital ad spending to drive revenue. I have to give them some credit here–hedge fund Bridgewatersaw this long before the market did, and put out pieces calling the 2022 NASDAQ price declines in late 2021. While I don&#39;t agree with 100% of their research, they&#39;re a great source for research and analysis that doesn&#39;t get much media attention at all. As such, Google is down about a third from the high in late 2021.</p><p>Again, Google is not a recession-proof stock, but advertising on Google provides the best bang-for-the-buck for businesses, so while 2021 may have pulled forward some demand, Google is going to be making plenty of money over the next 10 years. Although Google could continue to fall in the short run, you&#39;re now getting solid compensation for these risks at under 20x earnings. Additionally, the lower Google&#39;s valuation goes, the more shares the company will be able to eat up with the buyback.</p><p><b>Google&#39;s Valuation</b></p><p>Google trades for about 18x 2023 earnings estimates. Yes, these estimates are in the process of being revised downward by analysts, so Google is not quite as dirt cheap as it appears. This said, the company is still pretty cheap. Why should Google trade for about the same valuation as the S&amp;P 500 at large? It shouldn&#39;t. Google very clearly has better long-term growth prospects than the average S&amp;P 500 company, so it should trade at a premium. By contrast, Coca-Cola (KO) trades for 24x earnings, and analysts expect5-6% annual growth(which history shows they&#39;ll likely miss).</p><p>Giving Google&#39;s 2023 earnings estimates a 10% haircut and applying a roughly 10% earnings-per-share CAGR gets you an estimated 14.9% long-run annual return from buying Google stock at today&#39;s price. At $100, you&#39;re getting about 15.4%, and at $90, you&#39;re getting about a 16% annual return. This obviously isn&#39;t an exact science, but Google&#39;s valuation is low enough and the future growth estimates are high enough that it&#39;s very likely you&#39;ll make money on the stock even if you&#39;re imprecise with forecasting.</p><p>Given the macro headwinds but Google&#39;s excellent long-term prospects, anything under $100 looks really good for Google, and anything under $90 is even better, taking a lot of the Fed/macro risk out of the stock. Google&#39;s growth path means it should be a $200 stock in 5-6 years–any further declines in the stock price are likely to be good buying opportunities.</p><p>A little easter egg about Google– the company has multiple share classes. Class A stock (NASDAQ: GOOGL) trades for slightly less than Class C stock (GOOG). There is no practical difference between them, but the Class A stock is about 1% cheaper than the more popular Class C stock. This will normalize over time. For one, Google has recently started to buy class A shares with the buyback if they&#39;re cheaper. Buy the Class A shares for a roughly 1% discount and a little additional edge.</p><p><img src=\"https://static.tigerbbs.com/098b9637ebca8c25528c4e946d8f992f\" tg-width=\"1280\" tg-height=\"866\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>GOOGdata by YCharts</p><p><b>Bottom Line</b></p><p>Google is the cheapest stock in the top 10 holdings of the S&amp;P 500. During bear markets, stocks like Google go on sale despite their strong long-term business prospects being good. You can buy now and get decent long-term compensation, but I&#39;d especially look to buy GOOGL stock anywhere under $100. If you&#39;re able to do that, chances are that you can double your money in a few years&#39; time.</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>Google Is Unstoppable In The Long Run: When To Buy The Stock</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\">\nGoogle Is Unstoppable In The Long Run: When To Buy The Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 19:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4539049-google-is-unstoppable-in-long-run-when-to-buy-stock?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOf the largest 10 stocks in the S&P 500, there are only three that I think have reasonable valuations.These three stocks are Microsoft, Google, and Berkshire Hathaway.We look into Google, with ...</p>\n\n<a href=\"https://seekingalpha.com/article/4539049-google-is-unstoppable-in-long-run-when-to-buy-stock?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4539049-google-is-unstoppable-in-long-run-when-to-buy-stock?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135910742","content_text":"SummaryOf the largest 10 stocks in the S&P 500, there are only three that I think have reasonable valuations.These three stocks are Microsoft, Google, and Berkshire Hathaway.We look into Google, with the lowest P/E ratio of the 10 largest stocks in the S&P 500.Google peaked at over $150 in 2021 but has since sold off. Google's long-term outlook is great, but macro headwinds and the Fed may drive the stock even lower.Google has a shot at being the world's most valuable company in 5-10 years, but I think you might get it cheaper than today's price.Alphabet, the parent company of Google (NASDAQ: GOOG) is the most low-key of the mega-cap tech companies. The valuation is lower than peers like Apple (AAPL) and Amazon (AMZN), and while the company invests heavily in research & development, its efforts aren't indiscriminate. Google hasn't plowed billions into creating a new universe, and it has been fortunate enough to mostly stay out of politics, unlike the company formerly known as Facebook (META) and Twitter (TWTR). While not matching the most explosive gainers in the NASDAQ (QQQ), Google stock is no slouch, returning 19.3% annually since its highly anticipated IPO in 2004. The stock peaked a little above a split-adjusted $150 per share in late 2021 and is now near $109 per share as of my writing this. So is Google a buy at this price, and if not, where should you snap it up?GOOGLdata by YChartsUnlike many NASDAQ stocks whose stocks have vastly outrun their underlying businesses, Google's PE ratio is about the same as it was 10 years ago.Google is a great long-term business.The company spends almost as much on R&D as it does on payroll and general & administrative costs. While not all research & development spending is productive, academic research on US and global markets shows companies that spend big on R&D outperform companies that don't by a large margin. Automation is going to be one of the key trends in the economy going forward. Google'sartificial intelligence efforts and other related R&D give the company some great optionality in this arena.Google advertising is simply more effective than traditional advertising due to the ability to better match consumers looking to fill needs with businesses looking to provide goods and services. I get annoyed when I see TV ads for stuff like structured settlements, erectile dysfunction, products to quit smoking, or drugs to treat rare autoimmune diseases. None of these apply to me. Advertisers are spending money to saturate the airwaves when the vast majority of people watching don't need or want their product! However, if someone is Googling these same things, the chance is much higher that they might need a product to help them, and companies only have to pay per click.The network effect of being the dominant search engine offers the company a natural monopoly.However, as I pointed out in my Microsoft (MSFT)article last week, Google is one of the largest holdings in ETFs, inextricably tying the stock to the macro picture and the Fed's efforts to battle inflation. As risk sentiment changes, Google is likely to be sold off along with all of the other tech stocks, even though the business remains solid. This is a potential opportunity.Why Are Stocks Selling Off?I've covered the macro picture a few times on here. In general, the market is correcting but remains somewhat mispriced. Corporate America has done well over the past few years, but what has increasingly happened is that share prices have risen faster than the underlying earnings of companies. During this time, valuations went from being a little high to being completely out of control in late 2021 against shaky earnings growth estimates. The reasons I gave at the time were that stimulus had artificially juiced corporate profits, while the Fed's free money COVID policies artificially caused valuations to swell. The result– stocks rallied epically in 2021 while nothing changed under the hood to make the economy structurally better.SPYdata by YChartsAs such, stocks have fallen rapidly in 2022 with stimulus in the rearview mirror and rates normalizing. But with the markets falling, the valuations of some stocks are starting to look attractive again. Therefore, our strategy here is pretty simple– use the falling market to get stocks for a discount.\"Buy the dip\" is a popular strategy with investors, but the catch is that you have to buy good businesses when their valuations fall, and not just buy crappy stocks because they're down. Seeking Alpha is a good place to get a read on whether stock price declines are justified, and there are software tools likeF.A.S.T. Graphsthat can help you make these determinations as well. Google isn't a hard call for me–it's a good business. If you look at the company's financial statements over the last 10 years, it's clear that the company is a growth machine (in this case, the best line to look at is \"normalized diluted earnings per share\" to avoid holding tax charges from the 2017 tax bill against them).If investing is like cooking, buying blue chip companies on market declines is like chicken parmesan. It's solid, tasty, and hard to mess up. No one is going to give us a Michelin star for this kind of strategy, but it offers a path to double your money in about 5 years with relatively little fanfare or drama.Google is a great company. The question is the right price to pay for it.GOOGdata by YChartsIn my Microsoft article from last week, we looked at the price-to-earnings ratios of the biggest companies in the S&P 500 index (SPY) as of July 31st.SPY Top 10 Holdings(Etrade)If you take these and plug in a 20x PE for Berkshire, the average price-to-earnings ratio is about 46! Crazy high. But Google is the cheapest of all of these stocks. Weird, right?I'll admit that Google is not a recession-proof company. Advertising is not going to grow at the same pace it has in a recession, and ad sales may decline. But regardless, Google should not be the cheapest stock out of the top 10 S&P 500 holdings. Unlike many large-cap peers that make use of aggressive accounting to boost reported income, Google's accounting may actually understate how profitable the company is due to the company's fondness for moonshot R&D spending.To this point, GOOG has a pretty decent chance of becoming the world's most valuable company in a few years' time. Google is expected to grow earnings faster than Apple going forward, and if valuations come down across the board, Google is likely to get more support as investors realize it's cheap and scoop up the stock. The adoption rate for digital advertising over traditional ads continues its unstoppable advance, and I believe Google has good prospects for gaining future market share against competitors like Snap (SNAP) and Twitter. Despite the hype over dopamine hijacking media platforms like TikTok, YouTube is a much better platform for monetizing ads due to the wider variety of niches that can match customers and businesses.Estimates from 2020 for the size of the digital ad market.Ad Market Sizes(\"PWC\")And then these are more recent estimates. Note the growth!Digital Ad Spend(eMarketer)I'd be remiss if I didn't note that the crazy ad boom in 2021 may have been somewhat cyclical. Funded by nearly free VC money, the startup ecosystem heavily used digital ad spending to drive revenue. I have to give them some credit here–hedge fund Bridgewatersaw this long before the market did, and put out pieces calling the 2022 NASDAQ price declines in late 2021. While I don't agree with 100% of their research, they're a great source for research and analysis that doesn't get much media attention at all. As such, Google is down about a third from the high in late 2021.Again, Google is not a recession-proof stock, but advertising on Google provides the best bang-for-the-buck for businesses, so while 2021 may have pulled forward some demand, Google is going to be making plenty of money over the next 10 years. Although Google could continue to fall in the short run, you're now getting solid compensation for these risks at under 20x earnings. Additionally, the lower Google's valuation goes, the more shares the company will be able to eat up with the buyback.Google's ValuationGoogle trades for about 18x 2023 earnings estimates. Yes, these estimates are in the process of being revised downward by analysts, so Google is not quite as dirt cheap as it appears. This said, the company is still pretty cheap. Why should Google trade for about the same valuation as the S&P 500 at large? It shouldn't. Google very clearly has better long-term growth prospects than the average S&P 500 company, so it should trade at a premium. By contrast, Coca-Cola (KO) trades for 24x earnings, and analysts expect5-6% annual growth(which history shows they'll likely miss).Giving Google's 2023 earnings estimates a 10% haircut and applying a roughly 10% earnings-per-share CAGR gets you an estimated 14.9% long-run annual return from buying Google stock at today's price. At $100, you're getting about 15.4%, and at $90, you're getting about a 16% annual return. This obviously isn't an exact science, but Google's valuation is low enough and the future growth estimates are high enough that it's very likely you'll make money on the stock even if you're imprecise with forecasting.Given the macro headwinds but Google's excellent long-term prospects, anything under $100 looks really good for Google, and anything under $90 is even better, taking a lot of the Fed/macro risk out of the stock. Google's growth path means it should be a $200 stock in 5-6 years–any further declines in the stock price are likely to be good buying opportunities.A little easter egg about Google– the company has multiple share classes. Class A stock (NASDAQ: GOOGL) trades for slightly less than Class C stock (GOOG). There is no practical difference between them, but the Class A stock is about 1% cheaper than the more popular Class C stock. This will normalize over time. For one, Google has recently started to buy class A shares with the buyback if they're cheaper. Buy the Class A shares for a roughly 1% discount and a little additional edge.GOOGdata by YChartsBottom LineGoogle is the cheapest stock in the top 10 holdings of the S&P 500. During bear markets, stocks like Google go on sale despite their strong long-term business prospects being good. You can buy now and get decent long-term compensation, but I'd especially look to buy GOOGL stock anywhere under $100. If you're able to do that, chances are that you can double your money in a few years' time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989989768,"gmtCreate":1665885843154,"gmtModify":1676537675264,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Two big giants are fighting, hence it will not aettle anytime soon.","listText":"Two big giants are fighting, hence it will not aettle anytime soon.","text":"Two big giants are fighting, hence it will not aettle anytime soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989989768","repostId":"2275403939","repostType":4,"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933969885,"gmtCreate":1662200243348,"gmtModify":1676537017528,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"No more global supply chain in years to come.&nbsp;","listText":"No more global supply chain in years to come.&nbsp;","text":"No more global supply chain in years to come.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933969885","repostId":"1162611714","repostType":2,"repost":{"id":"1162611714","pubTimestamp":1662173403,"share":"https://ttm.financial/m/news/1162611714?lang=&edition=fundamental","pubTime":"2022-09-03 10:50","market":"us","language":"en","title":"Nvidia: Problems Keep Accumulating","url":"https://stock-news.laohu8.com/highlight/detail?id=1162611714","media":"Seeking Alpha","summary":"SummaryNvidia stock crashes as much as 12% after the semi company disclosed that the U.S. government","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia stock crashes as much as 12% after the semi company disclosed that the U.S. government ordered a restriction on a selected portfolio of high-margin.</li><li>Nvidia has estimated the impact of the export restriction at $400 million in potential sales for its third fiscal quarter.</li><li>Although Nvidia stock is down almost 60% from all time highs, the valuation is still very expensive.</li><li>Personally, I would not buy Nvidia at a valuation above 30x EV/EBIT and/or 10x EV/Sales, which are still very proud multiples.</li><li>Accordingly, I see 20 - 30 percent more downside before the risk/reward for investors becomes justified.</li></ul><p><b>Thesis</b></p><p>Nvidia (NASDAQ:NVDA) stock crashed 7.5% -- and intermittently more than 12% -- after the semi company disclosed that the US government ordered a restriction on a selected portfolio of high-margin AI chips to China. The announcement comes after Nvidia has already warned a slowing business environment for its chips with regards to both the company&#39;s gaming and data-center segment.</p><p>In my opinion, Nvidia stock has for a long time been overhyped and overvalued. And although NVDA stock is down approximately 60% from all time highs, I argue there is still some excess valuation premium that need to be corrected in order for investors to enjoy an attractive risk/reward.</p><p><img src=\"https://static.tigerbbs.com/335faef0155694363b3fd84ee60b483c\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>U.S. Government Restricts Chip Sales </b></p><p>The filing</p><p>On August 31, Nvidia filed a disclosure with the Securities and Exchange Commission saying that the company has been notified about an export restriction of certain AI chips to China and Russia.</p><blockquote>...<i>the U.S. government informed NVIDIA Corporation that the USG has imposed a new license requirement, effective immediately, for any future export to China (including Hong Kong) and Russia of the Company’s A100 and forthcoming H100 integrated circuits.</i></blockquote><p>The restriction specifically names Nvidia A100 and H100 chips, but also extends to any chips that may match the technology.</p><blockquote><i>The license requirement also includes any future NVIDIA integrated circuit achieving both peak performance and chip-to-chip I/O performance equal to or greater than thresholds that are roughly equivalent to the A100, as well as any system that includes those circuits.</i></blockquote><p><b>What&#39;s The Impact</b></p><p>Nvidia has estimated the impact of the export restriction at $400 million in potential sales for its third fiscal quarter. Accordingly, the impact could be expanded to about $1.6 billion annually. If we apply Nvidia&#39;s 26% net income margin, and further apply the stock&#39;s currentx81 one-ear forward P/E multiple, the impact on valuation loss could be estimated at about $33.7 billion of equity value.</p><p><b>Investor Implication</b></p><p>The export restriction highlights a risk that the market arguably has ignored so far: the possibility that Nvidia&#39;s leading chip technology becomes an instrument of politics. In the filing, Nvidia cited <i>&#39;the risk that the covered products may be used in, or diverted to, a military end use or military end user&#39;</i> as the main reason for the export restrictions. But arguably, this step is just the latest episode in the technology war.</p><p>Arguably, the selected restriction of Nvidia&#39;s &#39;A100 and H100&#39; exports could only be the first wave of regulations to hit the US Semi industry.</p><p>Moreover, even if the US government does not extend restrictions to more of Nvidia&#39;s chips, it is highly likely that Nvidia will lose market share in China regardless. Investors should consider that the Chinese government will take restrictions of chips exports as a warning signal; and the response is that China will push to &#39;replace&#39; exposure to the US&#39; chip industry.</p><p><b>Still Very Stretched Valuation</b></p><p>Although Nvidia stock is down almost 60% from all time highs, the valuation is still very expensive. Investors should consider that Nvidia&#39;s one-year forward GAAP P/E of 81x implies a 270% premium to the U.S. technology sector. Nvidia&#39;s P/B of 15.8x and P/S of 13.9x imply a 290% and 395% premium respectively. Given a slowing business cycle for semiconductors, paired with fading investor confidence in US growth stocks, these multiples are highly vulnerable to a valuation contraction.</p><p><img src=\"https://static.tigerbbs.com/6bdd4fc38ae5ce4b33d86923f5c92d92\" tg-width=\"640\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Paying too much for a &#39;hyped&#39; investment can be very dangerous. Arguably, Cisco&#39;s (CSCO) growth story and equity performance in the early 2000 is very similar to the current situation surrounding Nvidia, from my viewpoint.</p><p>In the late 90s and early 2000, Cisco stock boomed from $5/share to about $80/share (stock-split adjusted). Investors were excited buying into the company&#39;s growth story that was driven by the World Wide Web adoption. Valuation did not matter, until it suddenly did. Then, in less than 24 months, Cisco stock lost almost 90% of its value. Interestingly, little changed for Cisco&#39;s fundamentals. In fact, the bull thesis of the World Wide Web taking over the world was correct. But investors simply paid way too much. Today, more than 20 years later, Cisco stock still trades approximately 50% below the stock&#39;s all time high.</p><p><img src=\"https://static.tigerbbs.com/358a1da47ae3281430fa38ffff19aed5\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Conclusion</b></p><p>No doubt, Nvidia is a great business. But the company&#39;s stock is dangerous. After a weak June quarter, driven amongst others by a slowing semi demand in the gaming and data-center vertical, now investors must also price the negativity of heightened regulatory risk.</p><p>Personally, I would not buy Nvidia at a valuation above 30x EV/EBIT and/or 10x EV/Sales, which are still very proud multiples. Accordingly, I see 20 - 30 percent more downside before the risk/reward for investors becomes <i>justified</i>(but arguably still not attractive given the regulatory risk and slowing business cycle). Sell.</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>Nvidia: Problems Keep Accumulating</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\">\nNvidia: Problems Keep Accumulating\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538666-nvidia-problems-keep-accumulating><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia stock crashes as much as 12% after the semi company disclosed that the U.S. government ordered a restriction on a selected portfolio of high-margin.Nvidia has estimated the impact of the...</p>\n\n<a href=\"https://seekingalpha.com/article/4538666-nvidia-problems-keep-accumulating\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4538666-nvidia-problems-keep-accumulating","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162611714","content_text":"SummaryNvidia stock crashes as much as 12% after the semi company disclosed that the U.S. government ordered a restriction on a selected portfolio of high-margin.Nvidia has estimated the impact of the export restriction at $400 million in potential sales for its third fiscal quarter.Although Nvidia stock is down almost 60% from all time highs, the valuation is still very expensive.Personally, I would not buy Nvidia at a valuation above 30x EV/EBIT and/or 10x EV/Sales, which are still very proud multiples.Accordingly, I see 20 - 30 percent more downside before the risk/reward for investors becomes justified.ThesisNvidia (NASDAQ:NVDA) stock crashed 7.5% -- and intermittently more than 12% -- after the semi company disclosed that the US government ordered a restriction on a selected portfolio of high-margin AI chips to China. The announcement comes after Nvidia has already warned a slowing business environment for its chips with regards to both the company's gaming and data-center segment.In my opinion, Nvidia stock has for a long time been overhyped and overvalued. And although NVDA stock is down approximately 60% from all time highs, I argue there is still some excess valuation premium that need to be corrected in order for investors to enjoy an attractive risk/reward.Seeking AlphaU.S. Government Restricts Chip Sales The filingOn August 31, Nvidia filed a disclosure with the Securities and Exchange Commission saying that the company has been notified about an export restriction of certain AI chips to China and Russia....the U.S. government informed NVIDIA Corporation that the USG has imposed a new license requirement, effective immediately, for any future export to China (including Hong Kong) and Russia of the Company’s A100 and forthcoming H100 integrated circuits.The restriction specifically names Nvidia A100 and H100 chips, but also extends to any chips that may match the technology.The license requirement also includes any future NVIDIA integrated circuit achieving both peak performance and chip-to-chip I/O performance equal to or greater than thresholds that are roughly equivalent to the A100, as well as any system that includes those circuits.What's The ImpactNvidia has estimated the impact of the export restriction at $400 million in potential sales for its third fiscal quarter. Accordingly, the impact could be expanded to about $1.6 billion annually. If we apply Nvidia's 26% net income margin, and further apply the stock's currentx81 one-ear forward P/E multiple, the impact on valuation loss could be estimated at about $33.7 billion of equity value.Investor ImplicationThe export restriction highlights a risk that the market arguably has ignored so far: the possibility that Nvidia's leading chip technology becomes an instrument of politics. In the filing, Nvidia cited 'the risk that the covered products may be used in, or diverted to, a military end use or military end user' as the main reason for the export restrictions. But arguably, this step is just the latest episode in the technology war.Arguably, the selected restriction of Nvidia's 'A100 and H100' exports could only be the first wave of regulations to hit the US Semi industry.Moreover, even if the US government does not extend restrictions to more of Nvidia's chips, it is highly likely that Nvidia will lose market share in China regardless. Investors should consider that the Chinese government will take restrictions of chips exports as a warning signal; and the response is that China will push to 'replace' exposure to the US' chip industry.Still Very Stretched ValuationAlthough Nvidia stock is down almost 60% from all time highs, the valuation is still very expensive. Investors should consider that Nvidia's one-year forward GAAP P/E of 81x implies a 270% premium to the U.S. technology sector. Nvidia's P/B of 15.8x and P/S of 13.9x imply a 290% and 395% premium respectively. Given a slowing business cycle for semiconductors, paired with fading investor confidence in US growth stocks, these multiples are highly vulnerable to a valuation contraction.Seeking AlphaPaying too much for a 'hyped' investment can be very dangerous. Arguably, Cisco's (CSCO) growth story and equity performance in the early 2000 is very similar to the current situation surrounding Nvidia, from my viewpoint.In the late 90s and early 2000, Cisco stock boomed from $5/share to about $80/share (stock-split adjusted). Investors were excited buying into the company's growth story that was driven by the World Wide Web adoption. Valuation did not matter, until it suddenly did. Then, in less than 24 months, Cisco stock lost almost 90% of its value. Interestingly, little changed for Cisco's fundamentals. In fact, the bull thesis of the World Wide Web taking over the world was correct. But investors simply paid way too much. Today, more than 20 years later, Cisco stock still trades approximately 50% below the stock's all time high.Seeking AlphaConclusionNo doubt, Nvidia is a great business. But the company's stock is dangerous. After a weak June quarter, driven amongst others by a slowing semi demand in the gaming and data-center vertical, now investors must also price the negativity of heightened regulatory risk.Personally, I would not buy Nvidia at a valuation above 30x EV/EBIT and/or 10x EV/Sales, which are still very proud multiples. Accordingly, I see 20 - 30 percent more downside before the risk/reward for investors becomes justified(but arguably still not attractive given the regulatory risk and slowing business cycle). Sell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989850385,"gmtCreate":1665972783847,"gmtModify":1676537685387,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"The price is&nbsp;still too high","listText":"The price is&nbsp;still too high","text":"The price is still too high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989850385","repostId":"2275997619","repostType":4,"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914315321,"gmtCreate":1665188003863,"gmtModify":1676537568931,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Interest rise, stock market down. When will this come to a turning point.&nbsp;","listText":"Interest rise, stock market down. When will this come to a turning point.&nbsp;","text":"Interest rise, stock market down. When will this come to a turning point.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914315321","repostId":"1195734170","repostType":4,"repost":{"id":"1195734170","pubTimestamp":1665156618,"share":"https://ttm.financial/m/news/1195734170?lang=&edition=fundamental","pubTime":"2022-10-07 23:30","market":"us","language":"en","title":"Fed’s Williams Sees Rates Heading to Around 4.5% to Cool Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1195734170","media":"Bloomberg","summary":"Fed focused on reducing inflation to 2%, Williams saysAcknowledges international spillovers but says","content":"<html><head></head><body><ul><li>Fed focused on reducing inflation to 2%, Williams says</li><li>Acknowledges international spillovers but says Fed focus is US</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7a59ed39444dd9684062c2cb7f17fcd\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>John WilliamsPhotographer: Andrew Harrer/Bloomberg</span></p><p>Federal Reserve Bank of New York President John Williams said interest rates need to rise to around 4.5% over time but the pace and ultimate peak of the tightening campaign will hinge on how the economy performs.</p><p>“The timing of that and how high do we have to raise interest rates is going to depend on the data,” Williams said Friday during a moderated discussion organized by SUNY Buffalo in western New York. “Right now the focus is getting inflation back down to 2%.”</p><p>Williams is vice chair of the rate-setting Federal Open Market Committee and a key member of Chair Jerome Powell’s leadership team. His remarks follow a string of hawkish comments from other policymakers that has hardened bets that they will forge ahead with its aggressive tightening campaign to curb the hottest inflation in nearly 40 years.</p><p>Fed officials are raising interest rates at the fastest clip since the 1980s as they aim to squash the hottest inflation in a generation. Policymakers are anticipated to raise their benchmark rate by 75 basis points in early November for a fourth straight meeting following data Friday showing unemployment unexpectedly returned to a historic low of 3.5%.</p><p>That would bring the Fed’s main rate to a range of 3.75% to 4%. Median projections from Fed officials show they expect rates to rise to 4.4% by the end of this year and 4.6% in 2023. The US central bank is hoping higher borrowing costs will cool spending and reduce demand for workers, in turn slowing the growth of prices and wages.</p><p>Officials say they will incorporate a range of economic data at their next meeting on Nov. 1-2, including an update on consumer prices coming next week.</p><p>The Fed’s swift action, which has lifted rates by three percentage points since March, has roiled global financial markets and sent the dollar surging in value against other currencies.</p><p>Williams acknowledged that the Fed’s actions had international consequences and said he was in contact with his counterparts at foreign central banks, who also face high inflation. But he stressed that the Fed’s focus was its domestic goal to restore price stability.</p><p>“We’re all working on our own to make the decisions to bring the economy back into balance,” he said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Williams Sees Rates Heading to Around 4.5% to Cool Prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed’s Williams Sees Rates Heading to Around 4.5% to Cool Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-07/fed-s-williams-sees-rates-heading-to-around-4-5-over-time><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed focused on reducing inflation to 2%, Williams saysAcknowledges international spillovers but says Fed focus is USJohn WilliamsPhotographer: Andrew Harrer/BloombergFederal Reserve Bank of New York ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-07/fed-s-williams-sees-rates-heading-to-around-4-5-over-time\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-07/fed-s-williams-sees-rates-heading-to-around-4-5-over-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195734170","content_text":"Fed focused on reducing inflation to 2%, Williams saysAcknowledges international spillovers but says Fed focus is USJohn WilliamsPhotographer: Andrew Harrer/BloombergFederal Reserve Bank of New York President John Williams said interest rates need to rise to around 4.5% over time but the pace and ultimate peak of the tightening campaign will hinge on how the economy performs.“The timing of that and how high do we have to raise interest rates is going to depend on the data,” Williams said Friday during a moderated discussion organized by SUNY Buffalo in western New York. “Right now the focus is getting inflation back down to 2%.”Williams is vice chair of the rate-setting Federal Open Market Committee and a key member of Chair Jerome Powell’s leadership team. His remarks follow a string of hawkish comments from other policymakers that has hardened bets that they will forge ahead with its aggressive tightening campaign to curb the hottest inflation in nearly 40 years.Fed officials are raising interest rates at the fastest clip since the 1980s as they aim to squash the hottest inflation in a generation. Policymakers are anticipated to raise their benchmark rate by 75 basis points in early November for a fourth straight meeting following data Friday showing unemployment unexpectedly returned to a historic low of 3.5%.That would bring the Fed’s main rate to a range of 3.75% to 4%. Median projections from Fed officials show they expect rates to rise to 4.4% by the end of this year and 4.6% in 2023. The US central bank is hoping higher borrowing costs will cool spending and reduce demand for workers, in turn slowing the growth of prices and wages.Officials say they will incorporate a range of economic data at their next meeting on Nov. 1-2, including an update on consumer prices coming next week.The Fed’s swift action, which has lifted rates by three percentage points since March, has roiled global financial markets and sent the dollar surging in value against other currencies.Williams acknowledged that the Fed’s actions had international consequences and said he was in contact with his counterparts at foreign central banks, who also face high inflation. But he stressed that the Fed’s focus was its domestic goal to restore price stability.“We’re all working on our own to make the decisions to bring the economy back into balance,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918141331,"gmtCreate":1664342238924,"gmtModify":1676537437168,"author":{"id":"4114039699852602","authorId":"4114039699852602","name":"Don 007","avatar":"https://community-static.tradeup.com/news/cf8491b1bcaf8eb7027783be64d82761","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4114039699852602","authorIdStr":"4114039699852602"},"themes":[],"htmlText":"Can it be worst then now.","listText":"Can it be worst then now.","text":"Can it be worst then now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918141331","repostId":"1185646921","repostType":4,"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}