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22:13","market":"hk","language":"en","title":"Alibaba: The Dragon Is Set To Awake Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1128013391","media":"seekingalpha","summary":"SummaryAlibaba was handed new regulatory fines for disclosure violations last week, reminding invest","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was handed new regulatory fines for disclosure violations last week, reminding investors that regulatory risks have not disappeared from the landscape.</li><li>After the announcement of new fines, shares of Alibaba plunged 15%.</li><li>However, Alibaba's e-Commerce performance going forward may be better than expected as COVID-19 lockdowns get gradually lifted.</li><li>Certain segments in Alibaba’s domestic e-Commerce business, like direct sales and wholesale, are still seeing growth momentum.</li><li>Alibaba remains massively undervalued based on the growth prospects in China's e-Commerce market.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77b887b51b51f300ef64a42a227dcdff\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Andrew Burton</span></p><p>It is difficult to make the case for investing in Alibaba (NYSE:BABA) given the headlines of the last year or so: Government crackdowns and a slowing e-Commerce business have driven shares of Alibaba into a long-term down-trend. Justlast week, Alibaba and Tencent (OTCPK:TCEHY) were fined for violations of disclosure regulations by China’s anti-monopoly agency which drove a new sell-off in shares of Chinese tech companies.</p><p>I last analysed Alibaba in May. I added to my pile of Alibaba’s shares, however, and expect the e-Commerce company to submit a strong earnings card for FQ1’23 in August.</p><p><b>New round of fines for large Chinese tech companies</b></p><p>Last week, China’s anti-trust regulators reminded investors once again that Chinese companies remain in their cross hairs when they fined Alibaba and Tencent for violations of disclosure rules. The State Administration for Market Regulation/SAMR, which is China’s anti-monopoly agency tasked with overseeing mergers and acquisition deals, said that 28 deals violated its disclosure rules, including five from Alibaba, 12 from Tencent and 4 from Didi Global (OTCPK:DIDIY). Fines for reported disclosure violations were 500,000 yuan (US$74,600) per case which is the maximum amount the State Administration for Market regulation can impose. Alibaba was also fined for its investment in Youku Tudou, a video streaming platform into which Alibaba invested $1.2B back in 2014. After the transaction, Youku Tudou became a subsidiary of Alibaba Group Holding Limited.</p><p>After new fines on Chinese tech companies were disclosed to the public, shares of the affected companies plunged with Alibaba crashing the most. This sell-off creates a new buying opportunity for investors that like to focus more on the fundamentals of the businesses in question instead of the latest regulatory actions.</p><p><img src=\"https://static.tigerbbs.com/5bf26bb44feeb3e1ae51093c8b212e44\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p>While the absolute USD amount of the imposed fines is negligible, it shows that the anti-monopoly agency continues to review Alibaba’s past acquisitions and new fines remain a risk going forward. However, the new down-leg in Alibaba’s shares creates a new opportunity to buy Alibaba as the company will soon report earnings for its first fiscal quarter in FY 2023.</p><p>Alibaba will submit its earnings card for FQ1’23 in August and the company could do better than expected. This is because earnings expectations are very, very low which creates a low bar for Alibaba. Earnings estimates have been lowered seven times in the last 90 days and the market currently only expects $1.57 in EPS, implying a 39% year over year decline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9859ed387dc93ce5ea3521788e84f556\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>Why Alibaba's Commerce performance may be set to improve</b></p><p>China’s economic activity has slowed down in the first half of the year, largely because of new COVID-19 lockdowns that suppressed commerce. Strict lockdown measures greatly affected the economy: it grew at only 2.5% in the first six months of the year which is a weak growth rate for a country that until the pandemic grew at rates of about 6% annually.</p><p>I believe, however, as the Chinese economy emerges from its lockdown state, that Alibaba’s overall financial performance is set to improve. While the slowdown in the economy will take time to gain momentum, stronger economic growth and an improving outlook for consumer spending could drive Alibaba’s e-Commerce results going forward.</p><p>While COVID-19 lockdowns hurt China’s economic performance in the short term, and Alibaba’s sales, the long term outlook for China’s e-Commerce market is extremely positive: China's retail e-Commerce sales are expected to more than double from FY 2019 levels to $3.8T by FY 2025.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de51cc71edd3017cc209bc885f2f57d7\" tg-width=\"1280\" tg-height=\"1329\" referrerpolicy=\"no-referrer\"/><span>eMarketer</span></p><p>E-Commerce sales in China contribute 69% of Alibaba’s total sales, so no market is more important to Alibaba's growth prospects than China. Alibaba has seen a serious slowdown in e-Commerce growth rates in the last quarter --- Alibaba's domestic and international e-Commerce businesses saw only 8% and 7% year over year revenue growth -- but this trend could reverse in the second half of the year if China gets a grip on its COVID-19 situation and releases large city populations in Beijing and Shanghai out of COVID lockdowns.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1b75138e34865e1c34f0238048d5fb3\" tg-width=\"950\" tg-height=\"381\" referrerpolicy=\"no-referrer\"/><span>Alibaba</span></p><p>But even within the challenged domestic e-Commerce segment, there are bright spots for Alibaba. Direct sales and China’s e-Commerce wholesale business still have momentum and grew their top lines at 14% and 30% year over year in FQ4’21, chiefly because of the roll-out of value-added services and higher revenues from Alibaba-owned business-to-consumer brands like Freshippo and Tmall Supermarket.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc81d5802b7f195078bf311072f6f7d0\" tg-width=\"937\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/><span>Alibaba</span></p><p><b>Alibaba's valuation got another discount last week</b></p><p>It is hard to argue with Alibaba’s low valuation: the company appears undervalued by every metric in the book, but of course there have been good reasons for that. Because of the recent crackdown on big Chinese companies, valuation ratios for Alibaba have further improved.</p><p>Shares of Alibaba now sell for 11.7 X earnings and 1.8 X sales (FY 2023), indicating that Alibaba remains significantly undervalued given the e-Commerce opportunity in China.</p><p><img src=\"https://static.tigerbbs.com/838ad34a6ddef0058d83ea7f46ee35ec\" tg-width=\"635\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p><b>Risks with Alibaba</b></p><p>The real risk for Alibaba is represented by the enormous power China's anti-trust agencies have. While recent fines were not really damaging financially, a new crackdown can always occur. Authorities also have the power to decide what will happen to Alibaba-owned Ant Group, which owns the world’s largest mobile payment platform.</p><p>Regarding commercial risks, I believe a massive new lockdown campaign could set back Alibaba's recovery as well as the recovery of the Chinese economy. What would change my opinion about Alibaba is if the company were to see a dramatic slowdown in its core businesses or was forced by regulators to sell off company assets.</p><p><b>Final thoughts</b></p><p>The Chinese economy has been weighed down by widespread COVID-19 lockdowns in the first half of 2022 which took a toll on the Chinese economy as well as on Alibaba’s top line growth. New fines imposed on Alibaba last week didn’t help sentiment.</p><p>But as China’s economy emerges from its lockdown state, a powerful economic force could be unleashed that finds its outlet in higher consumer spending and stronger e-Commerce sales for Alibaba. Since earnings estimates have trended down hard in the last couple of months and because predictions for FQ1’23 are low, Alibaba is a buy heading into earnings. I believe the Alibaba dragon will soon awaken from its sleep and shares could be pushed into a new up-leg!</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>Alibaba: The Dragon Is Set To Awake Soon</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\">\nAlibaba: The Dragon Is Set To Awake Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 22:13 GMT+8 <a href=https://seekingalpha.com/article/4524101-alibaba-stock-buy-heading-into-earnings?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was handed new regulatory fines for disclosure violations last week, reminding investors that regulatory risks have not disappeared from the landscape.After the announcement of new ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524101-alibaba-stock-buy-heading-into-earnings?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4524101-alibaba-stock-buy-heading-into-earnings?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1128013391","content_text":"SummaryAlibaba was handed new regulatory fines for disclosure violations last week, reminding investors that regulatory risks have not disappeared from the landscape.After the announcement of new fines, shares of Alibaba plunged 15%.However, Alibaba's e-Commerce performance going forward may be better than expected as COVID-19 lockdowns get gradually lifted.Certain segments in Alibaba’s domestic e-Commerce business, like direct sales and wholesale, are still seeing growth momentum.Alibaba remains massively undervalued based on the growth prospects in China's e-Commerce market.Andrew BurtonIt is difficult to make the case for investing in Alibaba (NYSE:BABA) given the headlines of the last year or so: Government crackdowns and a slowing e-Commerce business have driven shares of Alibaba into a long-term down-trend. Justlast week, Alibaba and Tencent (OTCPK:TCEHY) were fined for violations of disclosure regulations by China’s anti-monopoly agency which drove a new sell-off in shares of Chinese tech companies.I last analysed Alibaba in May. I added to my pile of Alibaba’s shares, however, and expect the e-Commerce company to submit a strong earnings card for FQ1’23 in August.New round of fines for large Chinese tech companiesLast week, China’s anti-trust regulators reminded investors once again that Chinese companies remain in their cross hairs when they fined Alibaba and Tencent for violations of disclosure rules. The State Administration for Market Regulation/SAMR, which is China’s anti-monopoly agency tasked with overseeing mergers and acquisition deals, said that 28 deals violated its disclosure rules, including five from Alibaba, 12 from Tencent and 4 from Didi Global (OTCPK:DIDIY). Fines for reported disclosure violations were 500,000 yuan (US$74,600) per case which is the maximum amount the State Administration for Market regulation can impose. Alibaba was also fined for its investment in Youku Tudou, a video streaming platform into which Alibaba invested $1.2B back in 2014. After the transaction, Youku Tudou became a subsidiary of Alibaba Group Holding Limited.After new fines on Chinese tech companies were disclosed to the public, shares of the affected companies plunged with Alibaba crashing the most. This sell-off creates a new buying opportunity for investors that like to focus more on the fundamentals of the businesses in question instead of the latest regulatory actions.While the absolute USD amount of the imposed fines is negligible, it shows that the anti-monopoly agency continues to review Alibaba’s past acquisitions and new fines remain a risk going forward. However, the new down-leg in Alibaba’s shares creates a new opportunity to buy Alibaba as the company will soon report earnings for its first fiscal quarter in FY 2023.Alibaba will submit its earnings card for FQ1’23 in August and the company could do better than expected. This is because earnings expectations are very, very low which creates a low bar for Alibaba. Earnings estimates have been lowered seven times in the last 90 days and the market currently only expects $1.57 in EPS, implying a 39% year over year decline.Seeking AlphaWhy Alibaba's Commerce performance may be set to improveChina’s economic activity has slowed down in the first half of the year, largely because of new COVID-19 lockdowns that suppressed commerce. Strict lockdown measures greatly affected the economy: it grew at only 2.5% in the first six months of the year which is a weak growth rate for a country that until the pandemic grew at rates of about 6% annually.I believe, however, as the Chinese economy emerges from its lockdown state, that Alibaba’s overall financial performance is set to improve. While the slowdown in the economy will take time to gain momentum, stronger economic growth and an improving outlook for consumer spending could drive Alibaba’s e-Commerce results going forward.While COVID-19 lockdowns hurt China’s economic performance in the short term, and Alibaba’s sales, the long term outlook for China’s e-Commerce market is extremely positive: China's retail e-Commerce sales are expected to more than double from FY 2019 levels to $3.8T by FY 2025.eMarketerE-Commerce sales in China contribute 69% of Alibaba’s total sales, so no market is more important to Alibaba's growth prospects than China. Alibaba has seen a serious slowdown in e-Commerce growth rates in the last quarter --- Alibaba's domestic and international e-Commerce businesses saw only 8% and 7% year over year revenue growth -- but this trend could reverse in the second half of the year if China gets a grip on its COVID-19 situation and releases large city populations in Beijing and Shanghai out of COVID lockdowns.AlibabaBut even within the challenged domestic e-Commerce segment, there are bright spots for Alibaba. Direct sales and China’s e-Commerce wholesale business still have momentum and grew their top lines at 14% and 30% year over year in FQ4’21, chiefly because of the roll-out of value-added services and higher revenues from Alibaba-owned business-to-consumer brands like Freshippo and Tmall Supermarket.AlibabaAlibaba's valuation got another discount last weekIt is hard to argue with Alibaba’s low valuation: the company appears undervalued by every metric in the book, but of course there have been good reasons for that. Because of the recent crackdown on big Chinese companies, valuation ratios for Alibaba have further improved.Shares of Alibaba now sell for 11.7 X earnings and 1.8 X sales (FY 2023), indicating that Alibaba remains significantly undervalued given the e-Commerce opportunity in China.Risks with AlibabaThe real risk for Alibaba is represented by the enormous power China's anti-trust agencies have. While recent fines were not really damaging financially, a new crackdown can always occur. Authorities also have the power to decide what will happen to Alibaba-owned Ant Group, which owns the world’s largest mobile payment platform.Regarding commercial risks, I believe a massive new lockdown campaign could set back Alibaba's recovery as well as the recovery of the Chinese economy. What would change my opinion about Alibaba is if the company were to see a dramatic slowdown in its core businesses or was forced by regulators to sell off company assets.Final thoughtsThe Chinese economy has been weighed down by widespread COVID-19 lockdowns in the first half of 2022 which took a toll on the Chinese economy as well as on Alibaba’s top line growth. New fines imposed on Alibaba last week didn’t help sentiment.But as China’s economy emerges from its lockdown state, a powerful economic force could be unleashed that finds its outlet in higher consumer spending and stronger e-Commerce sales for Alibaba. Since earnings estimates have trended down hard in the last couple of months and because predictions for FQ1’23 are low, Alibaba is a buy heading into earnings. I believe the Alibaba dragon will soon awaken from its sleep and shares could be pushed into a new up-leg!","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078373761,"gmtCreate":1657642985453,"gmtModify":1676536038510,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078373761","repostId":"2250793776","repostType":4,"repost":{"id":"2250793776","pubTimestamp":1657639817,"share":"https://ttm.financial/m/news/2250793776?lang=&edition=fundamental","pubTime":"2022-07-12 23:30","market":"us","language":"en","title":"2 ETFs Warren Buffett Owns Through Berkshire Hathaway -- Should You Buy Them Too?","url":"https://stock-news.laohu8.com/highlight/detail?id=2250793776","media":"Motley Fool","summary":"Not all of the stocks in Berkshire's portfolio are shares of individual companies.","content":"<html><head></head><body><p><b>Berkshire Hathaway</b> has the most closely followed stock portfolio in the world, and for a few good reasons. For one thing, it's a massive collection of investments. Even after the recent stock market downturn, Berkshire's portfolio is worth about $329 billion, making up more than half of the conglomerate's entire market cap. Second, the portfolio has a long history of market-beating investments that many investors would otherwise overlook or consider "boring." And last but certainly not least, many of the investments in the portfolio were hand-selected by legendary investor Warren Buffett himself.</p><p>However, a few years ago, Berkshire reported an interesting move in its portfolio. The company added shares of two exchange-traded funds, or <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>s. And while these are relatively small investments for Berkshire, it represents Berkshire's first major index fund investments. Here's a look at Berkshire's two ETFs and why they could be some of Warren Buffett's favorite investments even though they currently make up a tiny fraction of Berkshire's overall portfolio.</p><h2>Berkshire's two ETFs</h2><p>The two ETFs in Berkshire Hathaway's stock portfolio are the <b>SPDR S&P 500 ETF Trust</b> and the <b>Vanguard S&P 500 ETF</b>. And they are both very similar. Both are <b>S&P 500</b> index funds, which means they are designed to deliver the same long-term performance as the S&P 500 index.</p><p>The basic idea is that these funds pool investors' assets to buy shares of all 500 companies in the S&P 500 index, and in the same weightings as the index (more shares of larger companies). Both have low expense ratios, or investment fees, with the Vanguard fund charging just 0.03% of assets as an annualized fee, while the SPDR fund has a higher but still very low 0.09% expense ratio.</p><h2>Buffett is a big fan of index funds like these</h2><p>Buffett has referred to the S&P 500 as a bet on large American business, and that has historically been a good bet. In fact, a $10,000 investment in the S&P 500 would grow to more than $450,000 over 40 years at the index's historic rate of return.</p><p>Not only does Buffett believe the S&P 500 is an extraordinary tool for long-term investors, but he's a big fan of investing in low-cost index funds for the majority of people. Obviously, we love researching and investing in individual stocks at The Motley Fool and Buffett does as well -- but the fact is, the majority of Americans don't have the time, knowledge, or desire to do it right. Buffett has advised investors "if you like spending six to eight hours per week working on investments, do it. If you don't then dollar-cost average into index funds."</p><p>Buffett has said many times that index funds are the best way to invest for most people and claims that they'll outperform most other investors over time -- including hedge fund managers. In fact, in 2007, Buffett bet hedge fund manager Ted Seides that an S&P 500 index fund would beat a basket of at least five hedge funds of Seides' choosing over a 10-year period. The results weren't even close. The S&P 500 index fund delivered a 99% total return over the decade (which included the financial crisis), while the hedge fund basket managed just 24%.</p><p>So, although both ETF positions are small parts of Berkshire's portfolio (about $30 million total), Buffett is a big fan of these investments. In fact, he has directed that when he passes, 90% of his wife's inheritance is to be placed in a low-cost S&P 500 index fund like these. And even if you're a fan of individual stock investing like I am, a simple S&P 500 index fund can be an excellent "backbone" of any 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>2 ETFs Warren Buffett Owns Through Berkshire Hathaway -- Should You Buy Them Too?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 ETFs Warren Buffett Owns Through Berkshire Hathaway -- Should You Buy Them Too?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-12 23:30 GMT+8 <a href=https://www.fool.com/investing/2022/07/11/2-etfs-warren-buffett-owns-through-berkshire-hatha/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway has the most closely followed stock portfolio in the world, and for a few good reasons. For one thing, it's a massive collection of investments. Even after the recent stock market ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/11/2-etfs-warren-buffett-owns-through-berkshire-hatha/\">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","VOO":"Vanguard标普500ETF"},"source_url":"https://www.fool.com/investing/2022/07/11/2-etfs-warren-buffett-owns-through-berkshire-hatha/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250793776","content_text":"Berkshire Hathaway has the most closely followed stock portfolio in the world, and for a few good reasons. For one thing, it's a massive collection of investments. Even after the recent stock market downturn, Berkshire's portfolio is worth about $329 billion, making up more than half of the conglomerate's entire market cap. Second, the portfolio has a long history of market-beating investments that many investors would otherwise overlook or consider \"boring.\" And last but certainly not least, many of the investments in the portfolio were hand-selected by legendary investor Warren Buffett himself.However, a few years ago, Berkshire reported an interesting move in its portfolio. The company added shares of two exchange-traded funds, or Pacer Swan SOS Fund of Funds ETF|ETFs. And while these are relatively small investments for Berkshire, it represents Berkshire's first major index fund investments. Here's a look at Berkshire's two ETFs and why they could be some of Warren Buffett's favorite investments even though they currently make up a tiny fraction of Berkshire's overall portfolio.Berkshire's two ETFsThe two ETFs in Berkshire Hathaway's stock portfolio are the SPDR S&P 500 ETF Trust and the Vanguard S&P 500 ETF. And they are both very similar. Both are S&P 500 index funds, which means they are designed to deliver the same long-term performance as the S&P 500 index.The basic idea is that these funds pool investors' assets to buy shares of all 500 companies in the S&P 500 index, and in the same weightings as the index (more shares of larger companies). Both have low expense ratios, or investment fees, with the Vanguard fund charging just 0.03% of assets as an annualized fee, while the SPDR fund has a higher but still very low 0.09% expense ratio.Buffett is a big fan of index funds like theseBuffett has referred to the S&P 500 as a bet on large American business, and that has historically been a good bet. In fact, a $10,000 investment in the S&P 500 would grow to more than $450,000 over 40 years at the index's historic rate of return.Not only does Buffett believe the S&P 500 is an extraordinary tool for long-term investors, but he's a big fan of investing in low-cost index funds for the majority of people. Obviously, we love researching and investing in individual stocks at The Motley Fool and Buffett does as well -- but the fact is, the majority of Americans don't have the time, knowledge, or desire to do it right. Buffett has advised investors \"if you like spending six to eight hours per week working on investments, do it. If you don't then dollar-cost average into index funds.\"Buffett has said many times that index funds are the best way to invest for most people and claims that they'll outperform most other investors over time -- including hedge fund managers. In fact, in 2007, Buffett bet hedge fund manager Ted Seides that an S&P 500 index fund would beat a basket of at least five hedge funds of Seides' choosing over a 10-year period. The results weren't even close. The S&P 500 index fund delivered a 99% total return over the decade (which included the financial crisis), while the hedge fund basket managed just 24%.So, although both ETF positions are small parts of Berkshire's portfolio (about $30 million total), Buffett is a big fan of these investments. In fact, he has directed that when he passes, 90% of his wife's inheritance is to be placed in a low-cost S&P 500 index fund like these. And even if you're a fan of individual stock investing like I am, a simple S&P 500 index fund can be an excellent \"backbone\" of any portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078373217,"gmtCreate":1657642957139,"gmtModify":1676536038495,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078373217","repostId":"2250995758","repostType":4,"repost":{"id":"2250995758","pubTimestamp":1657639759,"share":"https://ttm.financial/m/news/2250995758?lang=&edition=fundamental","pubTime":"2022-07-12 23:29","market":"us","language":"en","title":"Elon Musk Doesn't Want to Buy Twitter Anymore, and Neither Should You","url":"https://stock-news.laohu8.com/highlight/detail?id=2250995758","media":"Motley Fool","summary":"The social media company's takeover drama enters a new phase and that means more trouble for an already troubled stock.","content":"<html><head></head><body><p><b>Twitter</b>'s (TWTR -8.83%) stock tumbled to a four-month low on July 8 after Elon Musk formally terminated his $44 billion takeover bid for the company. In a Securities and Exchange Commission (SEC) filing, Musk's legal team said Twitter had breached the terms of the deal by making "false and misleading representations" regarding the social media platform's number of "fake or spam accounts."</p><p>The legal team also said Musk had "reason to believe that the true number of false or spam accounts on Twitter's platform is substantially higher than the amount of less than 5% represented by Twitter in its SEC filings," and that an inability to gauge its true monetizable daily active user (mDAU) count obfuscates the growth prospects of its core advertising business.</p><p>Twitter responded by filing a lawsuit against Musk. In a tweet, chairman Bret Taylor said the board remained "committed to closing the transaction on the price and terms agreed upon with Mr. Musk and plans to pursue legal action to enforce the merger agreement."</p><p>As this legal battle drags on, Twitter's stock is likely to stagnate and remain far below Musk's "best and final offer" of $54.20 per share. Is it too late to buy Twitter's underwhelming stock, which has actually delivered a negative return since its first post-IPO trade in November 2013?</p><h2>Why did Twitter underperform the market?</h2><p>When Twitter went public, then-CEO Dick Costolo claimed the platform could reach 400 million monthly active users (MAUs) by the end of 2013. It broadly missed that target, started losing MAUs instead, and ultimately replaced that metric with its current mDAU metric in 2019.</p><p>Twitter's mDAUs rose 13% to 217 million in 2021, and it claims it can reach 315 million mDAUs by the end of 2023. That target seems extremely bullish since it would require Twitter's mDAU growth to accelerate to about 20% in both 2022 and 2023. It also claimed it could generate $7.5 billion in revenue in 2023 -- which would require its revenue to grow at a compound annual growth rate (CAGR) of 21.5% over the next two years.</p><table border=\"1\" width=\"624\"><colgroup></colgroup><tbody><tr valign=\"TOP\"><th width=\"141\"><p>Period</p></th><th width=\"136\"><p>2019</p></th><th width=\"143\"><p>2020</p></th><th width=\"146\"><p>2021</p></th></tr><tr valign=\"TOP\"><td width=\"141\"><p><b>mDAUs</b></p></td><td width=\"136\"><p>152 million</p></td><td width=\"143\"><p>192 million</p></td><td width=\"146\"><p>217 million</p></td></tr><tr valign=\"TOP\"><td width=\"141\"><p><b>Growth (YOY)</b></p></td><td width=\"136\"><p>21%</p></td><td width=\"143\"><p>27%</p></td><td width=\"146\"><p>13%</p></td></tr><tr valign=\"TOP\"><td width=\"141\"><p><b>Revenue</b></p></td><td width=\"136\"><p>$3.46 billion</p></td><td width=\"143\"><p>$3.72 billion</p></td><td width=\"146\"><p>$5.08 billion</p></td></tr><tr valign=\"TOP\"><td width=\"141\"><p><b>Growth (YOY)</b></p></td><td width=\"136\"><p>14%</p></td><td width=\"143\"><p>7%</p></td><td width=\"146\"><p>37%</p></td></tr></tbody></table><p>Data source: Twitter. YOY = Year over year.</p><p>Twitter hasn't withdrawn that guidance yet, but analysts expect its revenue to only rise 16% this year and then grow just 22% to $7.2 billion in 2023.</p><p>In April, Twitter also admitted that it had miscalculated its mDAUs over the past three years by counting multiple accounts for single users as separate mDAUs. Twitter claims that miscalculation only affected about 2 million mDAUs, but that mistake -- which only surfaced after Musk placed his bid -- raised red flags regarding its spam accounts.</p><p>Twitter's co-founder Jack Dorsey, who succeeded Costolo in 2015, launched new features like its short-lived "Fleets" feature, organized "topics" for tweets, new tipping services, and "Twitter Blue" verified subscriptions for top accounts -- but it still struggled to expand beyond its niche.</p><p>Dorsey resigned last year and was succeeded by Parag Agrawal, who focused on increasing Twitter's mix of higher-value ads and rolling out new e-commerce features to become a "social shopping" platform like <b>Pinterest</b> and <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b>' Instagram.</p><h2>Twitter shouldn't have sued Musk</h2><p>Twitter has continued to grow over the past three years, but its earnings growth has been messy. In 2019, its net income was inflated by a $1.21 billion tax benefit. In 2020, it posted a net loss after incurring a $1.1 billion tax charge and COVID-19 expenses.</p><p>In 2021, it racked up another net loss after paying $766 million in legal fees to resolve a class action lawsuit regarding its MAU growth forecasts back in 2014. The impact of those taxes and legal fees can be seen in the gap between its reported and adjusted earnings, which exclude those charges:</p><table border=\"1\" width=\"624\"><colgroup></colgroup><tbody><tr valign=\"TOP\"><th width=\"141\"><p>Period</p></th><th width=\"136\"><p>2019</p></th><th width=\"143\"><p>2020</p></th><th width=\"146\"><p>2021</p></th></tr><tr valign=\"TOP\"><td width=\"141\"><p><b>Net Income</b></p></td><td width=\"136\"><p>$1.47 billion</p></td><td width=\"143\"><p>($1.14 billion)</p></td><td width=\"146\"><p>($221 million)</p></td></tr><tr valign=\"TOP\"><td width=\"141\"><p><b>Net Margin</b></p></td><td width=\"136\"><p>42%</p></td><td width=\"143\"><p>(31%)</p></td><td width=\"146\"><p>(4%)</p></td></tr><tr valign=\"TOP\"><td width=\"141\"><p><b>Adjusted Net Income</b></p></td><td width=\"136\"><p>$259 million</p></td><td width=\"143\"><p>($34 million)</p></td><td width=\"146\"><p>$165 million</p></td></tr><tr valign=\"TOP\"><td width=\"141\"><p><b>Adjusted Net Margin</b></p></td><td width=\"136\"><p>7%</p></td><td width=\"143\"><p>(1%)</p></td><td width=\"146\"><p>3%</p></td></tr></tbody></table><p>Data source: Twitter.</p><p>This May, Twitter settled a privacy lawsuit with the Department of Justice (DOJ) and Federal Trade Commission (FTC) for $150 million. If Twitter sues Musk, it could rack up even higher legal fees this year.</p><p>Analysts expect Twitter to generate a net profit of $540 million this year, partly due to its recent sale of MoPub to <b>AppLovin</b> (APP -7.21%) for $1.05 billion, but to post a much lower net profit of $130 million in 2023.</p><p>Twitter would net a $1 billion termination fee from Musk if it simply lets him walk away. That seems to be a smarter and more cost-efficient decision that would finally allow Agrawal to reset Twitter's business.</p><h2>It's not the right time to buy Twitter stock</h2><p>Twitter's stock still isn't cheap at nearly 40 times next year's adjusted earnings. The macro headwinds will likely force it to abandon its ambitious growth targets for 2023, and its decision to sue Musk instead of accepting the termination fee raises additional red flags. Simply put, it's still not the right time to buy this volatile social media stock.</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>Elon Musk Doesn't Want to Buy Twitter Anymore, and Neither Should 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\">\nElon Musk Doesn't Want to Buy Twitter Anymore, and Neither Should You\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-12 23:29 GMT+8 <a href=https://www.fool.com/investing/2022/07/11/elon-musk-doesnt-want-to-buy-twitter-anymore-and-n/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Twitter's (TWTR -8.83%) stock tumbled to a four-month low on July 8 after Elon Musk formally terminated his $44 billion takeover bid for the company. In a Securities and Exchange Commission (SEC) ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/11/elon-musk-doesnt-want-to-buy-twitter-anymore-and-n/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/07/11/elon-musk-doesnt-want-to-buy-twitter-anymore-and-n/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250995758","content_text":"Twitter's (TWTR -8.83%) stock tumbled to a four-month low on July 8 after Elon Musk formally terminated his $44 billion takeover bid for the company. In a Securities and Exchange Commission (SEC) filing, Musk's legal team said Twitter had breached the terms of the deal by making \"false and misleading representations\" regarding the social media platform's number of \"fake or spam accounts.\"The legal team also said Musk had \"reason to believe that the true number of false or spam accounts on Twitter's platform is substantially higher than the amount of less than 5% represented by Twitter in its SEC filings,\" and that an inability to gauge its true monetizable daily active user (mDAU) count obfuscates the growth prospects of its core advertising business.Twitter responded by filing a lawsuit against Musk. In a tweet, chairman Bret Taylor said the board remained \"committed to closing the transaction on the price and terms agreed upon with Mr. Musk and plans to pursue legal action to enforce the merger agreement.\"As this legal battle drags on, Twitter's stock is likely to stagnate and remain far below Musk's \"best and final offer\" of $54.20 per share. Is it too late to buy Twitter's underwhelming stock, which has actually delivered a negative return since its first post-IPO trade in November 2013?Why did Twitter underperform the market?When Twitter went public, then-CEO Dick Costolo claimed the platform could reach 400 million monthly active users (MAUs) by the end of 2013. It broadly missed that target, started losing MAUs instead, and ultimately replaced that metric with its current mDAU metric in 2019.Twitter's mDAUs rose 13% to 217 million in 2021, and it claims it can reach 315 million mDAUs by the end of 2023. That target seems extremely bullish since it would require Twitter's mDAU growth to accelerate to about 20% in both 2022 and 2023. It also claimed it could generate $7.5 billion in revenue in 2023 -- which would require its revenue to grow at a compound annual growth rate (CAGR) of 21.5% over the next two years.Period201920202021mDAUs152 million192 million217 millionGrowth (YOY)21%27%13%Revenue$3.46 billion$3.72 billion$5.08 billionGrowth (YOY)14%7%37%Data source: Twitter. YOY = Year over year.Twitter hasn't withdrawn that guidance yet, but analysts expect its revenue to only rise 16% this year and then grow just 22% to $7.2 billion in 2023.In April, Twitter also admitted that it had miscalculated its mDAUs over the past three years by counting multiple accounts for single users as separate mDAUs. Twitter claims that miscalculation only affected about 2 million mDAUs, but that mistake -- which only surfaced after Musk placed his bid -- raised red flags regarding its spam accounts.Twitter's co-founder Jack Dorsey, who succeeded Costolo in 2015, launched new features like its short-lived \"Fleets\" feature, organized \"topics\" for tweets, new tipping services, and \"Twitter Blue\" verified subscriptions for top accounts -- but it still struggled to expand beyond its niche.Dorsey resigned last year and was succeeded by Parag Agrawal, who focused on increasing Twitter's mix of higher-value ads and rolling out new e-commerce features to become a \"social shopping\" platform like Pinterest and Meta Platforms' Instagram.Twitter shouldn't have sued MuskTwitter has continued to grow over the past three years, but its earnings growth has been messy. In 2019, its net income was inflated by a $1.21 billion tax benefit. In 2020, it posted a net loss after incurring a $1.1 billion tax charge and COVID-19 expenses.In 2021, it racked up another net loss after paying $766 million in legal fees to resolve a class action lawsuit regarding its MAU growth forecasts back in 2014. The impact of those taxes and legal fees can be seen in the gap between its reported and adjusted earnings, which exclude those charges:Period201920202021Net Income$1.47 billion($1.14 billion)($221 million)Net Margin42%(31%)(4%)Adjusted Net Income$259 million($34 million)$165 millionAdjusted Net Margin7%(1%)3%Data source: Twitter.This May, Twitter settled a privacy lawsuit with the Department of Justice (DOJ) and Federal Trade Commission (FTC) for $150 million. If Twitter sues Musk, it could rack up even higher legal fees this year.Analysts expect Twitter to generate a net profit of $540 million this year, partly due to its recent sale of MoPub to AppLovin (APP -7.21%) for $1.05 billion, but to post a much lower net profit of $130 million in 2023.Twitter would net a $1 billion termination fee from Musk if it simply lets him walk away. That seems to be a smarter and more cost-efficient decision that would finally allow Agrawal to reset Twitter's business.It's not the right time to buy Twitter stockTwitter's stock still isn't cheap at nearly 40 times next year's adjusted earnings. The macro headwinds will likely force it to abandon its ambitious growth targets for 2023, and its decision to sue Musk instead of accepting the termination fee raises additional red flags. Simply put, it's still not the right time to buy this volatile social media stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071560528,"gmtCreate":1657555903164,"gmtModify":1676536024849,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071560528","repostId":"1164092479","repostType":4,"repost":{"id":"1164092479","pubTimestamp":1657553305,"share":"https://ttm.financial/m/news/1164092479?lang=&edition=fundamental","pubTime":"2022-07-11 23:28","market":"us","language":"en","title":"Tesla: The Last Bubble Standing","url":"https://stock-news.laohu8.com/highlight/detail?id=1164092479","media":"Seeking Alpha","summary":"SummaryAs the market crumbles around it, the enthusiasm for Tesla is unwavering. With a 1% earnings ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>As the market crumbles around it, the enthusiasm for Tesla is unwavering. With a 1% earnings yield, Tesla is the last bubble standing.</li><li>Elon Musk’s diverted focus is not good news for AI and autonomous drive. He’s been selling stock hand-over-fist.</li><li>In the next recession, Tesla's earnings will likely decline, and the bubble will go "pop." We'll dig into why we see a lost decade ahead for TSLA.</li></ul><p><b>The Thesis</b></p><p>Tesla (NASDAQ:TSLA) has captured the minds of investors the world over. The company has become more of a gambling machine than an investment; in 2021, TSLA was the most traded stock among retail investors.</p><p><img src=\"https://static.tigerbbs.com/1e3d4b7cda76da9b0147473895a518c9\" tg-width=\"1040\" tg-height=\"1088\" referrerpolicy=\"no-referrer\"/></p><p>Most Traded Stocks (Degiro)</p><p>So why is Tesla not crumbling entirely in the face of this bear market? Well, autos are still riding an all-time hot wave of sales, and investors aren't pricing in the cyclicality of earnings. In a deep recession, Tesla's earnings can and likely will decline, along with all other automakers. At which time, the air will come out of Tesla's stock.</p><p><b>Autos vs. Recession</b></p><p>Recessions get nasty for auto manufacturers. History has shown that it doesn't matter who you are, when big recessions hit, auto earnings not only decline but usually go negative in this capital-intensive industry. In 2009, auto manufacturers got absolutely crushed, reporting negative net income across the board:</p><p><img src=\"https://static.tigerbbs.com/178b4e4d53d206f47912083db8e6b7ea\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>You may ask, "What about the recession of 2020?" Well, 2020 was unlike any recession in the past. The government sent out so many stimulus checks, that consumers' bank accounts actually ballooned. Combined with the lowest interest rates in 5000 years, buying a $50,000 car became more affordable than ever.</p><p><img src=\"https://static.tigerbbs.com/8dea3cc478a3fb47133524908183cc64\" tg-width=\"786\" tg-height=\"565\" referrerpolicy=\"no-referrer\"/></p><p>Cash Balances of American Consumers (RSM)</p><p><b>Disconnected Management</b></p><p>As the bubble booms on, Elon Musk has beensellingTesla shares hand-over-fist, with excuses like this:</p><p><img src=\"https://static.tigerbbs.com/3740aa3afe71aa226eca83a1d035e273\" tg-width=\"1200\" tg-height=\"546\" referrerpolicy=\"no-referrer\"/></p><p>Elon Musk Tweet (Bloomberg)</p><p>This is not what we like to see from our CEO. To be fair to Musk, he did tweet this back in 2020, when the stock was at $140 per share:</p><p><img src=\"https://static.tigerbbs.com/7a940e22f55a558f3d8e8d882e91469a\" tg-width=\"602\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/></p><p>Elon Musk Tweet (Quora)</p><p>TSLA currently has a 1% earnings yield on what is likely an industry peak. It appears to us that Elon's getting out.</p><p>With the proceeds, Musk is attempting to buy Twitter (TWTR) outright. Keep in mind that Musk is not only focusing his time and attention on this, but to SpaceX, which is arguably a more promising business. The space industry is projected to reach $1 trillion in revenue by 2040.</p><p><b>A Fundamental Look At Tesla's Growth</b></p><p>Tesla is going global and getting closer to its customer base, with new factories in Shanghai, China, as well as Berlin, Germany. You would think this move would expand Tesla's market share. But from 2020 to 2021, Tesla's global market share actually shrank from17%to just under14%.</p><p>Competition is coming from everywhere. With a 14% market share, Tesla is more likely to lose share than to gain it. Companies like Honda (HMC) (OTCPK:HNDAF), BMW (OTCPK:BMWYY), Ford (F), GM (GM), Hyundai (OTCPK:HYMTF), Jaguar, Kia (OTCPK:KIMTF), Mazda (OTCPK:MZDAY) (OTCPK:MZDAF), Mercedes (OTCPK:DDAIF) (OTCPK:DMLRY), Mitsubishi, Nissan (OTCPK:NSANY) (OTCPK:NSANF), Stellantis (STLA), Subaru (OTCPK:FUJHY) (OTCPK:FUJHF), Toyota (TM) (OTCPK:TOYOF), Volkswagen (OTCPK:VWAGY) (OTCPK:VLKAF) (OTCPK:VWAPY), and Volvo (OTCPK:VOLAF) (OTCPK:VLVLY) (OTCPK:VOLVF) are all adding EVs to their lineups. Many of these companies have strong and entrenched brands and are partnering with EV titans like BYD (OTCPK:BYDDF). On top of that, they're producing EVs that are more affordable for the average consumer.</p><p><img src=\"https://static.tigerbbs.com/78163ed4a8e14f033b94ab5f7ab5ba04\" tg-width=\"664\" tg-height=\"701\" referrerpolicy=\"no-referrer\"/></p><p>Global EV Market Share (Statista)</p><p>Tesla's margins could also decrease. A cooler economy, increased competition, and used EVs coming online means the price of buying an EV could actually fall over time. Tesla's benefited from government credits, but these credits could dissipate now that EV companies like Tesla are profitable and highly valued.</p><p>To understand where Tesla is going, we need to understand where the industry is going. The number of electric vehicles sold globally is projected to grow at 17.5% per annum through to 2030. Tesla's energy business has grown revenue at21% per annum over the past 3 years.</p><p>95% of Tesla's revenue still comes from the automotive arm:</p><p><img src=\"https://static.tigerbbs.com/27d7141d89fbc6299c4d310ef0e3a6d2\" tg-width=\"1268\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/></p><p>Tesla's Revenue Breakdown (2021 Annual Report)</p><p>Given the market share, margins, and industry risks, we estimate Tesla will simply match the growth of global EV sales, growing 17.5% per annum. The energy business should continue to grow and become profitable, which will partially make up for the issues cited above.</p><p><b>The Valuation</b></p><p>Our 2032 price target for TSLA is $683 per share, indicating a return of 0% per annum, with no dividends.</p><ul><li>Tesla has earnings of $7.78 per share, giving it a PE of nearly 100. If Tesla's EPS should grow at 17.5% per annum, we get 2032 earnings of $39 per share. While the typical car company trades at just 10x normalized earnings, Tesla continues to benefit from the transition to EVs, and should have a more prominent footprint in clean energy generation and storage in 2032. We've applied a terminal multiple of 17.5x earnings, which is a 75% premium to the average car company. Remember, the auto business is cyclical, competitive, and prone to bankruptcy. It's difficult to justify a higher multiple unless our risks to the thesis play out.</li></ul><p><b>Risks To The Thesis</b></p><p>Tesla's future is very up in the air. Elon Musk has all sorts of stories for investors revolving around autonomous drive, robotics, ride-sharing, and artificial intelligence. However, we do not yet have substantial revenues from Musk's many grand ideas. When those revenues do materialize, the businesses are likely to be loss-making, much like TSLA's energy business thus far. Competition will be strong in these fields. Autonomous drive, for instance, has attracted competition from Microsoft (MSFT), Alphabet (GOOG) (GOOGL), Uber (UBER), General Motors, Nvidia (NVDA), Baidu (BIDU), Ford, Aptiv (APTV), and Luminar Technologies (LAZR).</p><p><img src=\"https://static.tigerbbs.com/ee253b2e571ef4520e73af17cb9e1ee6\" tg-width=\"1280\" tg-height=\"1280\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Bot (Wired)</p><p>If Elon Musk's focus doesn't stray too much, the company could win in one or more of these fields, which would be a boon for long-term profits and Tesla's terminal multiple.</p><p>For more on the Tesla bull thesis, readers can review claims by Cathie Wood, who says the stock will quintuple in a few years.</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: The Last Bubble Standing</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: The Last Bubble Standing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 23:28 GMT+8 <a href=https://seekingalpha.com/article/4522405-tesla-stock-the-last-bubble-standing?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A23><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs the market crumbles around it, the enthusiasm for Tesla is unwavering. With a 1% earnings yield, Tesla is the last bubble standing.Elon Musk’s diverted focus is not good news for AI and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522405-tesla-stock-the-last-bubble-standing?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A23\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4522405-tesla-stock-the-last-bubble-standing?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A23","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164092479","content_text":"SummaryAs the market crumbles around it, the enthusiasm for Tesla is unwavering. With a 1% earnings yield, Tesla is the last bubble standing.Elon Musk’s diverted focus is not good news for AI and autonomous drive. He’s been selling stock hand-over-fist.In the next recession, Tesla's earnings will likely decline, and the bubble will go \"pop.\" We'll dig into why we see a lost decade ahead for TSLA.The ThesisTesla (NASDAQ:TSLA) has captured the minds of investors the world over. The company has become more of a gambling machine than an investment; in 2021, TSLA was the most traded stock among retail investors.Most Traded Stocks (Degiro)So why is Tesla not crumbling entirely in the face of this bear market? Well, autos are still riding an all-time hot wave of sales, and investors aren't pricing in the cyclicality of earnings. In a deep recession, Tesla's earnings can and likely will decline, along with all other automakers. At which time, the air will come out of Tesla's stock.Autos vs. RecessionRecessions get nasty for auto manufacturers. History has shown that it doesn't matter who you are, when big recessions hit, auto earnings not only decline but usually go negative in this capital-intensive industry. In 2009, auto manufacturers got absolutely crushed, reporting negative net income across the board:Data by YChartsYou may ask, \"What about the recession of 2020?\" Well, 2020 was unlike any recession in the past. The government sent out so many stimulus checks, that consumers' bank accounts actually ballooned. Combined with the lowest interest rates in 5000 years, buying a $50,000 car became more affordable than ever.Cash Balances of American Consumers (RSM)Disconnected ManagementAs the bubble booms on, Elon Musk has beensellingTesla shares hand-over-fist, with excuses like this:Elon Musk Tweet (Bloomberg)This is not what we like to see from our CEO. To be fair to Musk, he did tweet this back in 2020, when the stock was at $140 per share:Elon Musk Tweet (Quora)TSLA currently has a 1% earnings yield on what is likely an industry peak. It appears to us that Elon's getting out.With the proceeds, Musk is attempting to buy Twitter (TWTR) outright. Keep in mind that Musk is not only focusing his time and attention on this, but to SpaceX, which is arguably a more promising business. The space industry is projected to reach $1 trillion in revenue by 2040.A Fundamental Look At Tesla's GrowthTesla is going global and getting closer to its customer base, with new factories in Shanghai, China, as well as Berlin, Germany. You would think this move would expand Tesla's market share. But from 2020 to 2021, Tesla's global market share actually shrank from17%to just under14%.Competition is coming from everywhere. With a 14% market share, Tesla is more likely to lose share than to gain it. Companies like Honda (HMC) (OTCPK:HNDAF), BMW (OTCPK:BMWYY), Ford (F), GM (GM), Hyundai (OTCPK:HYMTF), Jaguar, Kia (OTCPK:KIMTF), Mazda (OTCPK:MZDAY) (OTCPK:MZDAF), Mercedes (OTCPK:DDAIF) (OTCPK:DMLRY), Mitsubishi, Nissan (OTCPK:NSANY) (OTCPK:NSANF), Stellantis (STLA), Subaru (OTCPK:FUJHY) (OTCPK:FUJHF), Toyota (TM) (OTCPK:TOYOF), Volkswagen (OTCPK:VWAGY) (OTCPK:VLKAF) (OTCPK:VWAPY), and Volvo (OTCPK:VOLAF) (OTCPK:VLVLY) (OTCPK:VOLVF) are all adding EVs to their lineups. Many of these companies have strong and entrenched brands and are partnering with EV titans like BYD (OTCPK:BYDDF). On top of that, they're producing EVs that are more affordable for the average consumer.Global EV Market Share (Statista)Tesla's margins could also decrease. A cooler economy, increased competition, and used EVs coming online means the price of buying an EV could actually fall over time. Tesla's benefited from government credits, but these credits could dissipate now that EV companies like Tesla are profitable and highly valued.To understand where Tesla is going, we need to understand where the industry is going. The number of electric vehicles sold globally is projected to grow at 17.5% per annum through to 2030. Tesla's energy business has grown revenue at21% per annum over the past 3 years.95% of Tesla's revenue still comes from the automotive arm:Tesla's Revenue Breakdown (2021 Annual Report)Given the market share, margins, and industry risks, we estimate Tesla will simply match the growth of global EV sales, growing 17.5% per annum. The energy business should continue to grow and become profitable, which will partially make up for the issues cited above.The ValuationOur 2032 price target for TSLA is $683 per share, indicating a return of 0% per annum, with no dividends.Tesla has earnings of $7.78 per share, giving it a PE of nearly 100. If Tesla's EPS should grow at 17.5% per annum, we get 2032 earnings of $39 per share. While the typical car company trades at just 10x normalized earnings, Tesla continues to benefit from the transition to EVs, and should have a more prominent footprint in clean energy generation and storage in 2032. We've applied a terminal multiple of 17.5x earnings, which is a 75% premium to the average car company. Remember, the auto business is cyclical, competitive, and prone to bankruptcy. It's difficult to justify a higher multiple unless our risks to the thesis play out.Risks To The ThesisTesla's future is very up in the air. Elon Musk has all sorts of stories for investors revolving around autonomous drive, robotics, ride-sharing, and artificial intelligence. However, we do not yet have substantial revenues from Musk's many grand ideas. When those revenues do materialize, the businesses are likely to be loss-making, much like TSLA's energy business thus far. Competition will be strong in these fields. Autonomous drive, for instance, has attracted competition from Microsoft (MSFT), Alphabet (GOOG) (GOOGL), Uber (UBER), General Motors, Nvidia (NVDA), Baidu (BIDU), Ford, Aptiv (APTV), and Luminar Technologies (LAZR).Tesla Bot (Wired)If Elon Musk's focus doesn't stray too much, the company could win in one or more of these fields, which would be a boon for long-term profits and Tesla's terminal multiple.For more on the Tesla bull thesis, readers can review claims by Cathie Wood, who says the stock will quintuple in a few years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071392396,"gmtCreate":1657469539515,"gmtModify":1676536011199,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071392396","repostId":"1121190134","repostType":4,"repost":{"id":"1121190134","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":1657267168,"share":"https://ttm.financial/m/news/1121190134?lang=&edition=fundamental","pubTime":"2022-07-08 15:59","market":"us","language":"en","title":"Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji","url":"https://stock-news.laohu8.com/highlight/detail?id=1121190134","media":"Tiger Newspress","summary":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Pl","content":"<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></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>Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji</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\">\nReminder: SGX Market Will be Closed on July 11 for Hari Raya Haji\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\">2022-07-08 15:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121190134","content_text":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073548765,"gmtCreate":1657383277657,"gmtModify":1676536000185,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073548765","repostId":"1121190134","repostType":4,"repost":{"id":"1121190134","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":1657267168,"share":"https://ttm.financial/m/news/1121190134?lang=&edition=fundamental","pubTime":"2022-07-08 15:59","market":"us","language":"en","title":"Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji","url":"https://stock-news.laohu8.com/highlight/detail?id=1121190134","media":"Tiger Newspress","summary":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Pl","content":"<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></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>Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji</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\">\nReminder: SGX Market Will be Closed on July 11 for Hari Raya Haji\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\">2022-07-08 15:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121190134","content_text":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073135249,"gmtCreate":1657299827081,"gmtModify":1676535987118,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073135249","repostId":"2249066752","repostType":4,"repost":{"id":"2249066752","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":1657295638,"share":"https://ttm.financial/m/news/2249066752?lang=&edition=fundamental","pubTime":"2022-07-08 23:53","market":"us","language":"en","title":"Jobs Blowout Means More Pressure for Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=2249066752","media":"Reuters","summary":"(Reuters) - Another blowout jobs number and continued wage growth will likely stiffen resolve at the","content":"<html><head></head><body><p>(Reuters) - Another blowout jobs number and continued wage growth will likely stiffen resolve at the Federal Reserve for another three-quarter point rate increase at the central bank's July meeting, as the welcome news of a still strong job market clashes with concern that it will have to cool ease inflation.</p><p>U.S. firms added 372,000 jobs in June, a far larger number than expected that pushed private employment back above its pre-pandemic level and kept the unemployment rate at an ultra-low 3.6%.</p><p>Wages continuted to rise at a 5.1% annual rate, only slightly lower than the prior month.</p><p>While that is likely to cool speculation of an impending recession, it could fuel uncertainty about whether the Fed will need to become more aggressive in its use of higher interest rates to cool the economy and bring consumer inflation down from the current 40-year high of more than 8%.</p><p>"I am fully supportive of moving 75 basis points," at the July meeting, Atlanta Fed president Raphael Bostic said on CNBC. "This report just reaffirms that the economy is strong and that there is still a lot of momentum in the labor market and that is a good thing."</p><p>Bostic said he was taking a "wait and see" attitude about further rate hikes as he parses signs that the economy may be slowing overall against upcoming inflation and jobs reports - a debate that will frame what the Fed does beyond its July meeting.</p><p>Several Fed officials have now endorsed a three-quarter point increase at the July session, but have left open using further large hikes if inflation does not clearly turn lower.</p><p>For that to happen central bank officials feel the labor market will also have to cool, and so far it has shown little evidence of doing so. Job openings data for May showed there are still nearly 2 openings for each unemployed person.</p><p>Traders bet on bigger Fed rate hikes after the report, with interest-rate futures contracts now even reflecting a small chance the Fed raises rates by a full percentage point in July. Rate futures contracts now reflect a base case view the Fed's policy rate will be in the 3.5%-3.75% range by year end, higher than Fed policymakers themselves predicted just three weeks ago.</p><p>"This calls into question...the narratiave that recession is imminent," said Nela Richardson, chief economist for payrll processor ADP. "This is a bonus for the Fed. They can be aggressive."</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>Jobs Blowout Means More Pressure for Fed</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\">\nJobs Blowout Means More Pressure for Fed\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\">2022-07-08 23:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Another blowout jobs number and continued wage growth will likely stiffen resolve at the Federal Reserve for another three-quarter point rate increase at the central bank's July meeting, as the welcome news of a still strong job market clashes with concern that it will have to cool ease inflation.</p><p>U.S. firms added 372,000 jobs in June, a far larger number than expected that pushed private employment back above its pre-pandemic level and kept the unemployment rate at an ultra-low 3.6%.</p><p>Wages continuted to rise at a 5.1% annual rate, only slightly lower than the prior month.</p><p>While that is likely to cool speculation of an impending recession, it could fuel uncertainty about whether the Fed will need to become more aggressive in its use of higher interest rates to cool the economy and bring consumer inflation down from the current 40-year high of more than 8%.</p><p>"I am fully supportive of moving 75 basis points," at the July meeting, Atlanta Fed president Raphael Bostic said on CNBC. "This report just reaffirms that the economy is strong and that there is still a lot of momentum in the labor market and that is a good thing."</p><p>Bostic said he was taking a "wait and see" attitude about further rate hikes as he parses signs that the economy may be slowing overall against upcoming inflation and jobs reports - a debate that will frame what the Fed does beyond its July meeting.</p><p>Several Fed officials have now endorsed a three-quarter point increase at the July session, but have left open using further large hikes if inflation does not clearly turn lower.</p><p>For that to happen central bank officials feel the labor market will also have to cool, and so far it has shown little evidence of doing so. Job openings data for May showed there are still nearly 2 openings for each unemployed person.</p><p>Traders bet on bigger Fed rate hikes after the report, with interest-rate futures contracts now even reflecting a small chance the Fed raises rates by a full percentage point in July. Rate futures contracts now reflect a base case view the Fed's policy rate will be in the 3.5%-3.75% range by year end, higher than Fed policymakers themselves predicted just three weeks ago.</p><p>"This calls into question...the narratiave that recession is imminent," said Nela Richardson, chief economist for payrll processor ADP. "This is a bonus for the Fed. They can be aggressive."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249066752","content_text":"(Reuters) - Another blowout jobs number and continued wage growth will likely stiffen resolve at the Federal Reserve for another three-quarter point rate increase at the central bank's July meeting, as the welcome news of a still strong job market clashes with concern that it will have to cool ease inflation.U.S. firms added 372,000 jobs in June, a far larger number than expected that pushed private employment back above its pre-pandemic level and kept the unemployment rate at an ultra-low 3.6%.Wages continuted to rise at a 5.1% annual rate, only slightly lower than the prior month.While that is likely to cool speculation of an impending recession, it could fuel uncertainty about whether the Fed will need to become more aggressive in its use of higher interest rates to cool the economy and bring consumer inflation down from the current 40-year high of more than 8%.\"I am fully supportive of moving 75 basis points,\" at the July meeting, Atlanta Fed president Raphael Bostic said on CNBC. \"This report just reaffirms that the economy is strong and that there is still a lot of momentum in the labor market and that is a good thing.\"Bostic said he was taking a \"wait and see\" attitude about further rate hikes as he parses signs that the economy may be slowing overall against upcoming inflation and jobs reports - a debate that will frame what the Fed does beyond its July meeting.Several Fed officials have now endorsed a three-quarter point increase at the July session, but have left open using further large hikes if inflation does not clearly turn lower.For that to happen central bank officials feel the labor market will also have to cool, and so far it has shown little evidence of doing so. Job openings data for May showed there are still nearly 2 openings for each unemployed person.Traders bet on bigger Fed rate hikes after the report, with interest-rate futures contracts now even reflecting a small chance the Fed raises rates by a full percentage point in July. Rate futures contracts now reflect a base case view the Fed's policy rate will be in the 3.5%-3.75% range by year end, higher than Fed policymakers themselves predicted just three weeks ago.\"This calls into question...the narratiave that recession is imminent,\" said Nela Richardson, chief economist for payrll processor ADP. \"This is a bonus for the Fed. They can be aggressive.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079507632,"gmtCreate":1657211464226,"gmtModify":1676535970560,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079507632","repostId":"1105427498","repostType":4,"repost":{"id":"1105427498","pubTimestamp":1657207921,"share":"https://ttm.financial/m/news/1105427498?lang=&edition=fundamental","pubTime":"2022-07-07 23:32","market":"fut","language":"en","title":"VIX Traders Are Piling Into Bets That Fresh Stock Pain Is Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1105427498","media":"Bloomberg","summary":"Options hedging returns after losing favor among the pros‘VIX hedging hasn’t worked like you’d expec","content":"<html><head></head><body><ul><li>Options hedging returns after losing favor among the pros</li><li>‘VIX hedging hasn’t worked like you’d expect’: Danny Kirsch</li></ul><p>(Bloomberg) -- Volatility traders are putting their guard up just as US stocks bounce back, with options signaling the highest level of anxiety since right before the 2020 pandemic crash.</p><p>The call-put ratio on the Cboe Volatility Index, or VIX, jumped Wednesday to levels unseen for some two and a half years, driven by bets on fresh market turmoil.</p><p>Options hedging is showing signs of revival after staying subdued during the recent equity selloff. The rush for protection reflects investor uneasiness in the face of the S&P 500’s longest streak of gains in three months.</p><p>With a cost measure of VIX options hovering near the lowest level since 2019, traders are likely taking advantage of what looks like cheap insurance against the next bout of market chaos.</p><p>The hedging activity stands out given the fact that the VIX, known as Wall Street’s fear gauge, failed to hit new highs since March even as the S&P 500 careened to fresh lows.</p><p>“VIX hedging hasn’t worked like you’d expect,” said Danny Kirsch, head of options at Piper Sandler & Co. “Implied volatility moves have been muted all year. It’s been a terrible hedge so far.”</p><p><img src=\"https://static.tigerbbs.com/f0cb54d9b72900181f64930bcd6546e4\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/></p><p>Before this month, there were signs that professional investors were shunning equity options and instead flocking to stock futures to hedge positions.</p><p>Now, demand for options appears to be back. More than 440,000 VIX calls changed hands Wednesday, outpacing puts by a margin of 5.8-to-1. That’s the highest reading since January 2020.</p><p>The VIX fell for a second day, slipping to 25.91 as of 10:43 a.m. in New York, poised for a one-month low.</p><p>Stocks advanced for a fourth day. Despite the bounce, the S&P 500 is down about 18% this year as investors reassess equity valuations in light of the Federal Reserve’s aggressive plan to tighten monetary policy.</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>VIX Traders Are Piling Into Bets That Fresh Stock Pain Is Ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVIX Traders Are Piling Into Bets That Fresh Stock Pain Is Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-07 23:32 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-07-07/vix-traders-are-piling-into-bets-that-fresh-stock-pain-is-ahead><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Options hedging returns after losing favor among the pros‘VIX hedging hasn’t worked like you’d expect’: Danny Kirsch(Bloomberg) -- Volatility traders are putting their guard up just as US stocks ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-07/vix-traders-are-piling-into-bets-that-fresh-stock-pain-is-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIX":"标普500波动率指数","VXX":"短期VIX期货ETN"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-07/vix-traders-are-piling-into-bets-that-fresh-stock-pain-is-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105427498","content_text":"Options hedging returns after losing favor among the pros‘VIX hedging hasn’t worked like you’d expect’: Danny Kirsch(Bloomberg) -- Volatility traders are putting their guard up just as US stocks bounce back, with options signaling the highest level of anxiety since right before the 2020 pandemic crash.The call-put ratio on the Cboe Volatility Index, or VIX, jumped Wednesday to levels unseen for some two and a half years, driven by bets on fresh market turmoil.Options hedging is showing signs of revival after staying subdued during the recent equity selloff. The rush for protection reflects investor uneasiness in the face of the S&P 500’s longest streak of gains in three months.With a cost measure of VIX options hovering near the lowest level since 2019, traders are likely taking advantage of what looks like cheap insurance against the next bout of market chaos.The hedging activity stands out given the fact that the VIX, known as Wall Street’s fear gauge, failed to hit new highs since March even as the S&P 500 careened to fresh lows.“VIX hedging hasn’t worked like you’d expect,” said Danny Kirsch, head of options at Piper Sandler & Co. “Implied volatility moves have been muted all year. It’s been a terrible hedge so far.”Before this month, there were signs that professional investors were shunning equity options and instead flocking to stock futures to hedge positions.Now, demand for options appears to be back. More than 440,000 VIX calls changed hands Wednesday, outpacing puts by a margin of 5.8-to-1. That’s the highest reading since January 2020.The VIX fell for a second day, slipping to 25.91 as of 10:43 a.m. in New York, poised for a one-month low.Stocks advanced for a fourth day. Despite the bounce, the S&P 500 is down about 18% this year as investors reassess equity valuations in light of the Federal Reserve’s aggressive plan to tighten monetary policy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079027921,"gmtCreate":1657124237063,"gmtModify":1676535953826,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079027921","repostId":"1125207440","repostType":4,"repost":{"id":"1125207440","pubTimestamp":1657121422,"share":"https://ttm.financial/m/news/1125207440?lang=&edition=fundamental","pubTime":"2022-07-06 23:30","market":"us","language":"en","title":"Buy VXX Call Options To Protect Against A Volatility Spike","url":"https://stock-news.laohu8.com/highlight/detail?id=1125207440","media":"barchart","summary":"Market volatility has dropped slightly in recent weeks as measured by the CBOE Volatility (VIX) Inde","content":"<html><head></head><body><p>Market volatility has dropped slightly in recent weeks as measured by the CBOE Volatility (VIX) Index. VIX is a real-time index that represents the market expectation for near-term volatility in the S&P500 index.</p><p>Investors and traders have long used VIX as a measure of the level of risk, fear or stress in the market.</p><p>The iPath S&P 500 VIX Short-Term Futures ETN (VXX) is a volatility exchange traded note (ETF) and behaves differently to a regular ETF. VXX typically sees large price increase when the S&P500 tanks. However, most of the time it slowly but surely drops in price. Take a look at a long-term chart and you’ll see what I mean.</p><p><img src=\"https://static.tigerbbs.com/11fbb63999cf60b918a8ee0d8af0f8c2\" tg-width=\"940\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/>As traders, we can also use VXX options to place trades that benefit from either rising or falling volatility.</p><p>Buying VXX Call Options To Protect Against A Volatility Spike</p><p>Some traders will buy VXX call options as a method of protecting against rising volatility. Let’s look at a couple of different examples.</p><p>A long call option trade gives the buyer of the option the right to purchase a certain stock at a certain price (strike price) up until a certain date (expiration date).</p><p>Suppose an investor is worried about a market drop and associated volatility spike between now and mid-August.</p><p>The investor could purchase a VXX August 19 call option with a strike price of 27. This call option contract was trading on Friday for around $1.10 meaning the investor would need to pay $110 to purchase the call option.</p><p>The maximum loss is limited to the premium paid, which in this case is $110. The maximum loss would occur if VXX closes below 27 on August 19. The breakeven price is 28.10 which is calculated by taking the strike price and adding the premium paid.</p><p>The maximum potential gain is unlimited.</p><p>Savvy traders can further reduce the risk by selling an out-of-the-money call, turning the trade into a bull call spread.</p><p>For example, selling the August 19, 32 call would reduce the trade cost by around $50 but would also limit the upside above 32.</p><p><b>Conclusion</b></p><p>Using VXX options can be simple and cheap way to buy some protection against a sharp selloff in stocks between now and August. The trade can be placed relatively cheaply at $110 for the long call or just $60 for the bull call spread.</p><p>While it is important to keep in mind that it may take a fairly large volatility spike to see VXX jump above 27, for a low cost, this particular option trade could help you sleep easier at night.</p><p>VXX and VXX options behave differently to regular ETF’s and options, so it is vital that any trader using this product fully understands the risks involved. As always, do your own research and due diligence before risking any of your hard-earned capital.</p><p>Please remember that options are risky, and investors can lose 100% of their investment. This article is for education purposes only and not a trade recommendation. Remember to always do your own due diligence and consult your financial advisor before making any investment decisions.</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>Buy VXX Call Options To Protect Against A Volatility Spike</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy VXX Call Options To Protect Against A Volatility Spike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 23:30 GMT+8 <a href=https://www.barchart.com/story/news/9004027/protecting-against-an-august-volatility-spike><strong>barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Market volatility has dropped slightly in recent weeks as measured by the CBOE Volatility (VIX) Index. VIX is a real-time index that represents the market expectation for near-term volatility in the S...</p>\n\n<a href=\"https://www.barchart.com/story/news/9004027/protecting-against-an-august-volatility-spike\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VXX":"短期VIX期货ETN","VIX":"标普500波动率指数"},"source_url":"https://www.barchart.com/story/news/9004027/protecting-against-an-august-volatility-spike","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125207440","content_text":"Market volatility has dropped slightly in recent weeks as measured by the CBOE Volatility (VIX) Index. VIX is a real-time index that represents the market expectation for near-term volatility in the S&P500 index.Investors and traders have long used VIX as a measure of the level of risk, fear or stress in the market.The iPath S&P 500 VIX Short-Term Futures ETN (VXX) is a volatility exchange traded note (ETF) and behaves differently to a regular ETF. VXX typically sees large price increase when the S&P500 tanks. However, most of the time it slowly but surely drops in price. Take a look at a long-term chart and you’ll see what I mean.As traders, we can also use VXX options to place trades that benefit from either rising or falling volatility.Buying VXX Call Options To Protect Against A Volatility SpikeSome traders will buy VXX call options as a method of protecting against rising volatility. Let’s look at a couple of different examples.A long call option trade gives the buyer of the option the right to purchase a certain stock at a certain price (strike price) up until a certain date (expiration date).Suppose an investor is worried about a market drop and associated volatility spike between now and mid-August.The investor could purchase a VXX August 19 call option with a strike price of 27. This call option contract was trading on Friday for around $1.10 meaning the investor would need to pay $110 to purchase the call option.The maximum loss is limited to the premium paid, which in this case is $110. The maximum loss would occur if VXX closes below 27 on August 19. The breakeven price is 28.10 which is calculated by taking the strike price and adding the premium paid.The maximum potential gain is unlimited.Savvy traders can further reduce the risk by selling an out-of-the-money call, turning the trade into a bull call spread.For example, selling the August 19, 32 call would reduce the trade cost by around $50 but would also limit the upside above 32.ConclusionUsing VXX options can be simple and cheap way to buy some protection against a sharp selloff in stocks between now and August. The trade can be placed relatively cheaply at $110 for the long call or just $60 for the bull call spread.While it is important to keep in mind that it may take a fairly large volatility spike to see VXX jump above 27, for a low cost, this particular option trade could help you sleep easier at night.VXX and VXX options behave differently to regular ETF’s and options, so it is vital that any trader using this product fully understands the risks involved. As always, do your own research and due diligence before risking any of your hard-earned capital.Please remember that options are risky, and investors can lose 100% of their investment. This article is for education purposes only and not a trade recommendation. Remember to always do your own due diligence and consult your financial advisor before making any investment decisions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070835390,"gmtCreate":1657038153810,"gmtModify":1676535936977,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070835390","repostId":"1170895202","repostType":4,"repost":{"id":"1170895202","pubTimestamp":1657034675,"share":"https://ttm.financial/m/news/1170895202?lang=&edition=fundamental","pubTime":"2022-07-05 23:24","market":"us","language":"en","title":"US Recession Chances Surge to 38%, Bloomberg Economics Model Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1170895202","media":"Bloomberg","summary":"The odds of a US recession in the next year are now roughly one-in-three after consumer sentiment hi","content":"<html><head></head><body><p>The odds of a US recession in the next year are now roughly one-in-three after consumer sentiment hit a record low and interest rates surged, according to the latest forecasts from Bloomberg Economics.</p><p><img src=\"https://static.tigerbbs.com/dba6f92918aa47680d8463b6a5b5f285\" tg-width=\"596\" tg-height=\"243\" referrerpolicy=\"no-referrer\"/>The probability model, which incorporates a variety of factors ranging from housing permits and consumer survey data to the gap between 10-year and 3-month Treasury yields, is now flashing a 38% probability of a recession over the next 12 months. That’s up from around 0% just a few months before.</p><p>“The risk of a self-fulfilling recession—and one that can happen as soon as early next year—is higher than before,” said Anna Wong, chief US economist at Bloomberg Economics. “Even though household and business balance sheets are strong, worries about the future could cause consumers to pull back, which in turn would lead businesses to hire and invest less.”</p><p>“The risk of a recession in early 2023 has risen substantially,” Wong said.</p><p>The Federal Reserve raised interest rates in June by 75 basis points, the most since 1994, and signaled further increases—potentially of a similar size—in the months ahead. That came on the heels of a 50 basis-point hike in the prior month and cemented a decisively aggressive pivot by the central bank.</p><p>The rapid run-up in borrowing costs, paired with tightening financial conditions and decades-high inflation, has heightened concerns that the Fed—in its attempt to cool the economy and therefore inflation—will ultimately tip the US economy into recession.</p><p><b>Recession Odds Rise</b></p><p>Probability of a US recession within 12 months</p><p><img src=\"https://static.tigerbbs.com/ddc6a7bef2b883774c8ff201099e3c9d\" tg-width=\"743\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/>The rise in recession odds in the latest month can largely be traced to two factors: a moderation in the corporate profit outlook and a significant deterioration in consumer sentiment.</p><p><b>Changing Picture</b></p><p>Selected key indicators from recession probability model</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f579e4b1edabeed518b309e502161669\" tg-width=\"720\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Note: ‘Expected change in business conditions’ is an index based to 100. ‘Conference board expectations’ shows the spread between the Present Situation Index and Expectations Index, both where 1985=100.</span></p><p>Financial conditions have tightened considerably in recent months, and corporate profit margins, while still robust, are set to soften somewhat in the second quarter of the year, according to Bloomberg Economics. In the wake of steep rate hikes by the Fed, businesses are contending with rising cost of capital.</p><p>Secondly, Americans’ views of future business conditions sharply deteriorated in June. Each month the University of Michigan releases a closely watched survey of consumer sentiment. The June report not only showed a collapse in consumer sentiment to a record low but also a big decline in a gauge of the expected change in business conditions in a year. At 76, that figure is now at one of its lowest readings in records back to 1978.</p><p>Decades-high inflation has particularly weighed on consumer confidence. Americans are facing near-record prices at the pump and ballooning bills at the grocery store. Adjusted for inflation, average hourly earnings have fallen for eight straight months, eroding Americans’ purchasing power and souring their views on the economy. The savings rate is near its lowest level since 2009, and more than half of Americans believe the US is already in recession.</p><p>A recession is certainly not inevitable, but the path to a so-called soft landing—a cooling in economic activity that doesn’t lead to a recession—is becoming increasingly narrow. That may require price growth to slow sharply and would likely be accompanied by a slight rise in unemployment. The Fed is hopeful of such a result, but Chair Jerome Powell has acknowledged achieving it will be “very challenging.”</p><p>Should a downturn begin in the next year or two, the pandemic recovery—which began in May 2020, according to the National Bureau of Economic Research—would be the shortest US expansion since the one in 1981-1982, which lasted just 12 months.</p><p>Bloomberg Economics’ year-ahead recession probability model will be updated monthly.</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>US Recession Chances Surge to 38%, Bloomberg Economics Model Says</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 Recession Chances Surge to 38%, Bloomberg Economics Model Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-05 23:24 GMT+8 <a href=https://www.bloomberg.com/graphics/us-economic-recession-tracker/?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The odds of a US recession in the next year are now roughly one-in-three after consumer sentiment hit a record low and interest rates surged, according to the latest forecasts from Bloomberg Economics...</p>\n\n<a href=\"https://www.bloomberg.com/graphics/us-economic-recession-tracker/?srnd=premium-asia\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/graphics/us-economic-recession-tracker/?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170895202","content_text":"The odds of a US recession in the next year are now roughly one-in-three after consumer sentiment hit a record low and interest rates surged, according to the latest forecasts from Bloomberg Economics.The probability model, which incorporates a variety of factors ranging from housing permits and consumer survey data to the gap between 10-year and 3-month Treasury yields, is now flashing a 38% probability of a recession over the next 12 months. That’s up from around 0% just a few months before.“The risk of a self-fulfilling recession—and one that can happen as soon as early next year—is higher than before,” said Anna Wong, chief US economist at Bloomberg Economics. “Even though household and business balance sheets are strong, worries about the future could cause consumers to pull back, which in turn would lead businesses to hire and invest less.”“The risk of a recession in early 2023 has risen substantially,” Wong said.The Federal Reserve raised interest rates in June by 75 basis points, the most since 1994, and signaled further increases—potentially of a similar size—in the months ahead. That came on the heels of a 50 basis-point hike in the prior month and cemented a decisively aggressive pivot by the central bank.The rapid run-up in borrowing costs, paired with tightening financial conditions and decades-high inflation, has heightened concerns that the Fed—in its attempt to cool the economy and therefore inflation—will ultimately tip the US economy into recession.Recession Odds RiseProbability of a US recession within 12 monthsThe rise in recession odds in the latest month can largely be traced to two factors: a moderation in the corporate profit outlook and a significant deterioration in consumer sentiment.Changing PictureSelected key indicators from recession probability modelNote: ‘Expected change in business conditions’ is an index based to 100. ‘Conference board expectations’ shows the spread between the Present Situation Index and Expectations Index, both where 1985=100.Financial conditions have tightened considerably in recent months, and corporate profit margins, while still robust, are set to soften somewhat in the second quarter of the year, according to Bloomberg Economics. In the wake of steep rate hikes by the Fed, businesses are contending with rising cost of capital.Secondly, Americans’ views of future business conditions sharply deteriorated in June. Each month the University of Michigan releases a closely watched survey of consumer sentiment. The June report not only showed a collapse in consumer sentiment to a record low but also a big decline in a gauge of the expected change in business conditions in a year. At 76, that figure is now at one of its lowest readings in records back to 1978.Decades-high inflation has particularly weighed on consumer confidence. Americans are facing near-record prices at the pump and ballooning bills at the grocery store. Adjusted for inflation, average hourly earnings have fallen for eight straight months, eroding Americans’ purchasing power and souring their views on the economy. The savings rate is near its lowest level since 2009, and more than half of Americans believe the US is already in recession.A recession is certainly not inevitable, but the path to a so-called soft landing—a cooling in economic activity that doesn’t lead to a recession—is becoming increasingly narrow. That may require price growth to slow sharply and would likely be accompanied by a slight rise in unemployment. The Fed is hopeful of such a result, but Chair Jerome Powell has acknowledged achieving it will be “very challenging.”Should a downturn begin in the next year or two, the pandemic recovery—which began in May 2020, according to the National Bureau of Economic Research—would be the shortest US expansion since the one in 1981-1982, which lasted just 12 months.Bloomberg Economics’ year-ahead recession probability model will be updated monthly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047404038,"gmtCreate":1656951667024,"gmtModify":1676535921118,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047404038","repostId":"2248654390","repostType":4,"repost":{"id":"2248654390","pubTimestamp":1656927051,"share":"https://ttm.financial/m/news/2248654390?lang=&edition=fundamental","pubTime":"2022-07-04 17:30","market":"us","language":"en","title":"5 Remarkable Stocks That Can Guide You to Financial Independence in 20 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2248654390","media":"Motley Fool","summary":"Buying stakes in innovative businesses and allowing time to work its magic can be a powerful wealth-creating formula.","content":"<html><head></head><body><p>This has not been a particularly good year for investors. Since reaching their respective all-time closing highs, the timeless <b>Dow Jones Industrial Average</b>, broad-based <b>S&P 500</b>, and growth-focused <b>Nasdaq Composite</b> have plunged by as much as 19%, 24%, and 34%.</p><p>But when there's fear on Wall Street, there's always opportunity -- at least for long-term investors. Despite the S&P 500 undergoing 39 double-digit declines since the beginning of 1950, each of the previous 38 drops (i.e., not counting the current bear market) were eventually cleared away by a bull market. These figures clearly show that patience and optimism prevail on Wall Street.</p><p>It's also a fantastic reminder that innovative, game-changing companies are currently trading at a discount. On the day we celebrate our independence as a nation, I offer five remarkable stocks that can use their unique tools and intangibles to guide you to financial independence in 20 years.</p><h2><a href=\"https://laohu8.com/S/PINS\">Pinterest</a></h2><p>The first phenomenal company that can lead you to financial freedom when held for two decades is social media stock <b>Pinterest</b>. Although Pinterest's stock has been under pressure because of a short-term decline in monthly active users (MAU) and growing concerns about a recession, these shortsighted worries overlook a number of competitive advantages.</p><p>As an example, the recent MAU decline can be explained by COVID-19 vaccination rates climbing and people returning to some semblance of normal. However, if Pinterest's MAU growth is examined over a five-year period, it's maintained a pretty steady upward trajectory.</p><p>What's far more important is that the company has had no trouble generating more revenue from its users. Even with 45 million fewer MAUs in the March-ended quarter, relative to the prior-year period, global average revenue per user (ARPU) climbed 28%, with especially strong ARPU growth in international markets. This illustrates that merchants are willing to pay a premium to get their message in front of Pinterest's 433 million MAUs.</p><p>Furthermore, Pinterest's entire operating model is based on the idea that users are willingly sharing the things, services, and places that interest them. It effectively puts all pertinent info on a silver platter for merchants to target potential shoppers.</p><h2><a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></h2><p>Just because a company has a mammoth market cap, it doesn't mean it can't deliver jaw-dropping returns over multiple decades. Just ask Warren Buffett, the CEO of conglomerate <b>Berkshire Hathaway</b>.</p><p>Since taking the reins in 1965, the Oracle of Omaha has led his company's Class A shares (BRK.A) to an annualized return of 20.1%, which works out to 3,641,613% on an aggregate basis, through Dec. 31, 2021.</p><p>One reason Berkshire Hathaway has been such an unstoppable force for nearly six decades is Warren Buffett's penchant for playing a simple numbers game. Buffett is well aware that recessions are an inevitable part of the economic cycle. But rather than trying to time when recessions will occur, he's packed Berkshire's investment portfolio with cyclical businesses. Because periods of economic expansion last significantly longer than recessions, Buffett has angled Berkshire Hathaway's portfolio to take advantage of the long-term expansion of the U.S. and global economy.</p><p>What's more, Berkshire Hathaway is a passive income-collecting machine. Over the next 12 months, Buffett's company should bring in more than $6 billion in dividend income. It should be noted that income stocks have a history of handily outperforming companies that don't offer a dividend; and Berkshire's portfolio is loaded with dividend-paying stocks.</p><h2><a href=\"https://laohu8.com/S/ETSY\">Etsy</a></h2><p>A third remarkable stock that can help you pave a path to financial freedom is specialty e-commerce retailer <b>Etsy</b>. Similar to Pinterest, Etsy's near-term concerns regarding growth are easily outweighed by its sustainable competitive advantages.</p><p>Though it might seem as if online retailers are a dime a dozen, Etsy's platform is truly unique. Instead of relying solely on volume, no other online retailer focuses on consumer personalization at scale quite like Etsy. The company's platform is founded on small merchants and proprietors that sell unique or customized products. There simply isn't a lateral substitute for what Etsy offers.</p><p>The company has also done an incredible job of keeping its user base engaged. Between the end of 2019 and the end of 2021, the number of habitual buyers on the platform increased by 224%. A "habitual buyer" is someone who makes at least six purchases totaling $200 in aggregate over a 12-month period. Growing the number of habitual buyers is what allows Etsy to charge merchants more to utilize its services and analytics.</p><p>As long as Etsy continues to reinvest in user-engagement initiatives, such as its recent push to incorporate video on its platform, it shouldn't have any issue delivering for patient investors.</p><h2><a href=\"https://laohu8.com/S/LOVE\">Lovesac</a></h2><p>When you think of highly innovative businesses that can put you on track to reach financial independence in 20 years, furniture stocks probably don't come to mind. However, <b>Lovesac</b> has been demonstrating for years that it can effectively disrupt the stodgy furniture industry.</p><p>One of the biggest ways Lovesac has differentiated itself from traditional furniture retailers is with its products. Although beanbag-styled chairs, known as "sacs," were once its top item, nearly 88% of net sales now come from "sactionals." A sactional is a modular couch that can be arranged dozens of ways to fit virtually any living space.</p><p>Aside from functionality, what separates sactionals from traditional furniture is choice and its ecofriendly construction. Sactionals have more than 200 different cover options, which means they can match any color or theme of a room. Buyers can also upgrade their sactional to include wireless charging stations and/or surround-sound speakers. But perhaps the greatest aspect of sactionals is that the yarn used in the covers is made entirely from recycled plastic water bottles.</p><p>If you need one more reason to trust in Lovesac's future, consider its omnichannel sales platform. During the pandemic, it was able to shift a significant portion of its sales online, as well as rely on popup showrooms and retail partnerships. With lower overhead costs than traditional furniture stores, Lovesac's operating margins should leave its peers in the dust.</p><h2><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></h2><p>A fifth remarkable stock that can guide you to financial independence over the coming two decades is <b>Alphabet</b>, the parent company of internet search engine Google and popular streaming platform YouTube.</p><p>For more than two decades, Google has been the company's cash cow. Over the past two years, Google's share of global internet search has been no lower than 91%, which makes it a veritable monopoly. Businesses understand that the most-effective way to reach users via internet search is by advertising with Google. Long story short, Alphabet consistently enjoys strong ad-pricing power.</p><p>However, Alphabet's future might rest with its other, faster-growing revenue channels. YouTube has become the second most-popular social media site on the planet, which has unquestionably helped boost its ad revenue and premium subscriptions.</p><p>Meanwhile, Google Cloud has gobbled up 8% of global cloud infrastructure spending, according to first-quarter estimates from Canalys, and has been steadily growing by 40% to 50% on a year-over-year basis. Because cloud service operating margins are higher than the operating margins generated from advertising, Google Cloud could become Alphabet's leading cash flow generator by as soon as the midpoint of this decade.</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>5 Remarkable Stocks That Can Guide You to Financial Independence in 20 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\">\n5 Remarkable Stocks That Can Guide You to Financial Independence in 20 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-04 17:30 GMT+8 <a href=https://www.fool.com/investing/2022/07/04/5-stocks-can-guide-you-to-financial-independence/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This has not been a particularly good year for investors. Since reaching their respective all-time closing highs, the timeless Dow Jones Industrial Average, broad-based S&P 500, and growth-focused ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/04/5-stocks-can-guide-you-to-financial-independence/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BRK.A":"伯克希尔","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BRK.B":"伯克希尔B","BK4566":"资本集团","GOOG":"谷歌","BK4525":"远程办公概念","GOOGL":"谷歌A","BK4538":"云计算","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","ETSY":"Etsy, Inc.","BK4122":"互联网与直销零售","BK4574":"无人驾驶","BK4561":"索罗斯持仓","BK4573":"虚拟现实","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4176":"多领域控股"},"source_url":"https://www.fool.com/investing/2022/07/04/5-stocks-can-guide-you-to-financial-independence/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248654390","content_text":"This has not been a particularly good year for investors. Since reaching their respective all-time closing highs, the timeless Dow Jones Industrial Average, broad-based S&P 500, and growth-focused Nasdaq Composite have plunged by as much as 19%, 24%, and 34%.But when there's fear on Wall Street, there's always opportunity -- at least for long-term investors. Despite the S&P 500 undergoing 39 double-digit declines since the beginning of 1950, each of the previous 38 drops (i.e., not counting the current bear market) were eventually cleared away by a bull market. These figures clearly show that patience and optimism prevail on Wall Street.It's also a fantastic reminder that innovative, game-changing companies are currently trading at a discount. On the day we celebrate our independence as a nation, I offer five remarkable stocks that can use their unique tools and intangibles to guide you to financial independence in 20 years.PinterestThe first phenomenal company that can lead you to financial freedom when held for two decades is social media stock Pinterest. Although Pinterest's stock has been under pressure because of a short-term decline in monthly active users (MAU) and growing concerns about a recession, these shortsighted worries overlook a number of competitive advantages.As an example, the recent MAU decline can be explained by COVID-19 vaccination rates climbing and people returning to some semblance of normal. However, if Pinterest's MAU growth is examined over a five-year period, it's maintained a pretty steady upward trajectory.What's far more important is that the company has had no trouble generating more revenue from its users. Even with 45 million fewer MAUs in the March-ended quarter, relative to the prior-year period, global average revenue per user (ARPU) climbed 28%, with especially strong ARPU growth in international markets. This illustrates that merchants are willing to pay a premium to get their message in front of Pinterest's 433 million MAUs.Furthermore, Pinterest's entire operating model is based on the idea that users are willingly sharing the things, services, and places that interest them. It effectively puts all pertinent info on a silver platter for merchants to target potential shoppers.Berkshire HathawayJust because a company has a mammoth market cap, it doesn't mean it can't deliver jaw-dropping returns over multiple decades. Just ask Warren Buffett, the CEO of conglomerate Berkshire Hathaway.Since taking the reins in 1965, the Oracle of Omaha has led his company's Class A shares (BRK.A) to an annualized return of 20.1%, which works out to 3,641,613% on an aggregate basis, through Dec. 31, 2021.One reason Berkshire Hathaway has been such an unstoppable force for nearly six decades is Warren Buffett's penchant for playing a simple numbers game. Buffett is well aware that recessions are an inevitable part of the economic cycle. But rather than trying to time when recessions will occur, he's packed Berkshire's investment portfolio with cyclical businesses. Because periods of economic expansion last significantly longer than recessions, Buffett has angled Berkshire Hathaway's portfolio to take advantage of the long-term expansion of the U.S. and global economy.What's more, Berkshire Hathaway is a passive income-collecting machine. Over the next 12 months, Buffett's company should bring in more than $6 billion in dividend income. It should be noted that income stocks have a history of handily outperforming companies that don't offer a dividend; and Berkshire's portfolio is loaded with dividend-paying stocks.EtsyA third remarkable stock that can help you pave a path to financial freedom is specialty e-commerce retailer Etsy. Similar to Pinterest, Etsy's near-term concerns regarding growth are easily outweighed by its sustainable competitive advantages.Though it might seem as if online retailers are a dime a dozen, Etsy's platform is truly unique. Instead of relying solely on volume, no other online retailer focuses on consumer personalization at scale quite like Etsy. The company's platform is founded on small merchants and proprietors that sell unique or customized products. There simply isn't a lateral substitute for what Etsy offers.The company has also done an incredible job of keeping its user base engaged. Between the end of 2019 and the end of 2021, the number of habitual buyers on the platform increased by 224%. A \"habitual buyer\" is someone who makes at least six purchases totaling $200 in aggregate over a 12-month period. Growing the number of habitual buyers is what allows Etsy to charge merchants more to utilize its services and analytics.As long as Etsy continues to reinvest in user-engagement initiatives, such as its recent push to incorporate video on its platform, it shouldn't have any issue delivering for patient investors.LovesacWhen you think of highly innovative businesses that can put you on track to reach financial independence in 20 years, furniture stocks probably don't come to mind. However, Lovesac has been demonstrating for years that it can effectively disrupt the stodgy furniture industry.One of the biggest ways Lovesac has differentiated itself from traditional furniture retailers is with its products. Although beanbag-styled chairs, known as \"sacs,\" were once its top item, nearly 88% of net sales now come from \"sactionals.\" A sactional is a modular couch that can be arranged dozens of ways to fit virtually any living space.Aside from functionality, what separates sactionals from traditional furniture is choice and its ecofriendly construction. Sactionals have more than 200 different cover options, which means they can match any color or theme of a room. Buyers can also upgrade their sactional to include wireless charging stations and/or surround-sound speakers. But perhaps the greatest aspect of sactionals is that the yarn used in the covers is made entirely from recycled plastic water bottles.If you need one more reason to trust in Lovesac's future, consider its omnichannel sales platform. During the pandemic, it was able to shift a significant portion of its sales online, as well as rely on popup showrooms and retail partnerships. With lower overhead costs than traditional furniture stores, Lovesac's operating margins should leave its peers in the dust.AlphabetA fifth remarkable stock that can guide you to financial independence over the coming two decades is Alphabet, the parent company of internet search engine Google and popular streaming platform YouTube.For more than two decades, Google has been the company's cash cow. Over the past two years, Google's share of global internet search has been no lower than 91%, which makes it a veritable monopoly. Businesses understand that the most-effective way to reach users via internet search is by advertising with Google. Long story short, Alphabet consistently enjoys strong ad-pricing power.However, Alphabet's future might rest with its other, faster-growing revenue channels. YouTube has become the second most-popular social media site on the planet, which has unquestionably helped boost its ad revenue and premium subscriptions.Meanwhile, Google Cloud has gobbled up 8% of global cloud infrastructure spending, according to first-quarter estimates from Canalys, and has been steadily growing by 40% to 50% on a year-over-year basis. Because cloud service operating margins are higher than the operating margins generated from advertising, Google Cloud could become Alphabet's leading cash flow generator by as soon as the midpoint of this decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047310541,"gmtCreate":1656865968383,"gmtModify":1676535906255,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047310541","repostId":"1129634609","repostType":4,"repost":{"id":"1129634609","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":1656554042,"share":"https://ttm.financial/m/news/1129634609?lang=&edition=fundamental","pubTime":"2022-06-30 09:54","market":"us","language":"en","title":"Reminder: U.S. Market Will be Closed on July 4 for Independence Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1129634609","media":"Tiger Newspress","summary":"US Independence Day are around the corner. The U.S. market will be closed on Monday, 4 July 2022. Pl","content":"<html><head></head><body><p>US Independence Day are around the corner. The U.S. market will be closed on Monday, 4 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.<img src=\"https://static.tigerbbs.com/c3652d76f0953e0c2d017b2fd446fbca\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></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>Reminder: U.S. Market Will be Closed on July 4 for Independence Day</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\">\nReminder: U.S. Market Will be Closed on July 4 for Independence Day\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\">2022-06-30 09:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US Independence Day are around the corner. The U.S. market will be closed on Monday, 4 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.<img src=\"https://static.tigerbbs.com/c3652d76f0953e0c2d017b2fd446fbca\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数",".SPX":"S&P 500 Index","HSTECH":"恒生科技指数",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129634609","content_text":"US Independence Day are around the corner. The U.S. market will be closed on Monday, 4 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044598708,"gmtCreate":1656780023604,"gmtModify":1676535892987,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044598708","repostId":"2248681169","repostType":4,"repost":{"id":"2248681169","pubTimestamp":1656727452,"share":"https://ttm.financial/m/news/2248681169?lang=&edition=fundamental","pubTime":"2022-07-02 10:04","market":"us","language":"en","title":"Better Augmented Reality Stock: Apple vs. Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2248681169","media":"Motley Fool","summary":"Both companies could be major players in the AR space, but one is more of a sure thing.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Apple's long-rumored AR device may be just around the corner.</li><li>Nvidia is already powering AR across a variety of settings.</li></ul><p>In the technology sector, there are always new trends and fads, each with the promise of becoming "the next big thing." One of the more prominent emerging technologies over the past several years has been augmented reality (AR). Put simply, AR is the ability to combine the real world with a digital one. Two prominent examples of this technology are the popular mobile game Pokémon Go and the app <b>Snapchat</b>.</p><p>Because there are already use cases for AR, it's easy to see this as more of an ongoing trend than a passing fad. Therefore, it's natural for future-minded investors to seek ways to invest in the space. There are two companies that I think are particularly well positioned to be at the center of AR for years to come: <b>Apple</b> and <b>Nvidia</b>. Let's see which is the better stock to own.</p><h2><b>1. Apple</b></h2><p>Already one of the largest companies in the world, Apple has made an indelible mark on our society with its line of consumer electronics like phones, tablets, smartwatches, and computers. Part of what has made Apple so successful is its ability to consistently innovate and enter new product lines. At any given time, there are numerous rumors swirling around about what might be Apple's next big product.</p><p>Apple has long been expected to release some kind of AR product, likely in the form of glasses or goggles. Recently, Apple CEO Tim Cook made comments that seem to indicate something may be on the horizon, teasing, "I couldn't be more excited about the opportunities we've seen in this space. And sort of stay tuned and you'll see what we have to offer."</p><p>To be clear, rumors and vague interview comments are not an investing thesis, but Apple does have a track record of launching new products that go on to see great success. Additionally, Apple has been a player in this space for years, introducing AR capabilities on its iPhone and iPad starting in 2017.</p><p>Even without a confirmed AR product, Apple continues to be a good investment. In the second quarter of 2022, Apple posted a record $93.7 billion in quarterly revenue, a 9% year-over-year increase. That comes on top of 54% revenue growth in the year-ago quarter, and was driven by year-over-year growth in every product category other than the iPad. Additionally, Apple is trading for a price to earnings (P/E) multiple of 23, which is slightly below the <b>S&P 500</b>'s average of 24.</p><h2><b>2. Nvidia</b></h2><p>From its start building PC graphics cards, Nvidia has grown to be a leading provider of chips for a variety of use cases, including gaming, data centers, and the automotive industry. As it pertains to AR, Nvidia's technology is already being used in a variety of ways by large enterprise customers. Nvidia's chips are powering virtual car showrooms, surgical training, and architectural walkthroughs, showing the everyday use cases for this technology.</p><p>One of the most commonly cited consumer uses for AR is in gaming, which comprises approximately 43% of Nvidia's sales. In Q1 of 2023, gaming revenue was a record $3.6 billion, good for a 31% year-over-year increase. One of the Nvidia products that led to this growth was its Nvidia RTX technology, which can help deliver AR experiences over 5G networks. As AR expands in the gaming space, Nvidia stands to benefit from the secular tailwinds.</p><p>Even after the tech sell-off we've seen this year, Nvidia trades at a premium, with its current P/E at 41. However, that is the lowest that multiple has been since late 2019. Nvidia grew its revenue more than 46%, is profitable, and generated more than $1 billion in free cash flow in Q1, so this premium price is to be expected.</p><h2><b>Which is the better buy?</b></h2><p>From a valuation standpoint, it could be argued that Apple is a bargain at its current valuation. That said, until we see an actual AR product, its role in this emerging technology is uncertain. For that reason, I think Nvidia is the better AR stock. It's already producing the chips that are powering AR technologies in a variety of industries and doesn't rely on one consumer product for its AR exposure. For investors who feel the premium valuation is worth it, Nvidia is my pick for the better augmented reality stock.</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>Better Augmented Reality Stock: Apple vs. Nvidia</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\">\nBetter Augmented Reality Stock: Apple vs. Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-02 10:04 GMT+8 <a href=https://www.fool.com/investing/2022/07/01/better-augmented-reality-stock-apple-vs-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSApple's long-rumored AR device may be just around the corner.Nvidia is already powering AR across a variety of settings.In the technology sector, there are always new trends and fads, each ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/01/better-augmented-reality-stock-apple-vs-nvidia/\">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","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/07/01/better-augmented-reality-stock-apple-vs-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248681169","content_text":"KEY POINTSApple's long-rumored AR device may be just around the corner.Nvidia is already powering AR across a variety of settings.In the technology sector, there are always new trends and fads, each with the promise of becoming \"the next big thing.\" One of the more prominent emerging technologies over the past several years has been augmented reality (AR). Put simply, AR is the ability to combine the real world with a digital one. Two prominent examples of this technology are the popular mobile game Pokémon Go and the app Snapchat.Because there are already use cases for AR, it's easy to see this as more of an ongoing trend than a passing fad. Therefore, it's natural for future-minded investors to seek ways to invest in the space. There are two companies that I think are particularly well positioned to be at the center of AR for years to come: Apple and Nvidia. Let's see which is the better stock to own.1. AppleAlready one of the largest companies in the world, Apple has made an indelible mark on our society with its line of consumer electronics like phones, tablets, smartwatches, and computers. Part of what has made Apple so successful is its ability to consistently innovate and enter new product lines. At any given time, there are numerous rumors swirling around about what might be Apple's next big product.Apple has long been expected to release some kind of AR product, likely in the form of glasses or goggles. Recently, Apple CEO Tim Cook made comments that seem to indicate something may be on the horizon, teasing, \"I couldn't be more excited about the opportunities we've seen in this space. And sort of stay tuned and you'll see what we have to offer.\"To be clear, rumors and vague interview comments are not an investing thesis, but Apple does have a track record of launching new products that go on to see great success. Additionally, Apple has been a player in this space for years, introducing AR capabilities on its iPhone and iPad starting in 2017.Even without a confirmed AR product, Apple continues to be a good investment. In the second quarter of 2022, Apple posted a record $93.7 billion in quarterly revenue, a 9% year-over-year increase. That comes on top of 54% revenue growth in the year-ago quarter, and was driven by year-over-year growth in every product category other than the iPad. Additionally, Apple is trading for a price to earnings (P/E) multiple of 23, which is slightly below the S&P 500's average of 24.2. NvidiaFrom its start building PC graphics cards, Nvidia has grown to be a leading provider of chips for a variety of use cases, including gaming, data centers, and the automotive industry. As it pertains to AR, Nvidia's technology is already being used in a variety of ways by large enterprise customers. Nvidia's chips are powering virtual car showrooms, surgical training, and architectural walkthroughs, showing the everyday use cases for this technology.One of the most commonly cited consumer uses for AR is in gaming, which comprises approximately 43% of Nvidia's sales. In Q1 of 2023, gaming revenue was a record $3.6 billion, good for a 31% year-over-year increase. One of the Nvidia products that led to this growth was its Nvidia RTX technology, which can help deliver AR experiences over 5G networks. As AR expands in the gaming space, Nvidia stands to benefit from the secular tailwinds.Even after the tech sell-off we've seen this year, Nvidia trades at a premium, with its current P/E at 41. However, that is the lowest that multiple has been since late 2019. Nvidia grew its revenue more than 46%, is profitable, and generated more than $1 billion in free cash flow in Q1, so this premium price is to be expected.Which is the better buy?From a valuation standpoint, it could be argued that Apple is a bargain at its current valuation. That said, until we see an actual AR product, its role in this emerging technology is uncertain. For that reason, I think Nvidia is the better AR stock. It's already producing the chips that are powering AR technologies in a variety of industries and doesn't rely on one consumer product for its AR exposure. For investors who feel the premium valuation is worth it, Nvidia is my pick for the better augmented reality stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044928519,"gmtCreate":1656692248431,"gmtModify":1676535878609,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044928519","repostId":"2247888600","repostType":4,"repost":{"id":"2247888600","pubTimestamp":1656687794,"share":"https://ttm.financial/m/news/2247888600?lang=&edition=fundamental","pubTime":"2022-07-01 23:03","market":"us","language":"en","title":"S&P 500 Bear Market: Warren Buffett's 2008 Advice Still Holds True","url":"https://stock-news.laohu8.com/highlight/detail?id=2247888600","media":"Motley Fool","summary":"Here's what history can teach us about the current market downturn.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>No two bear markets are identical, but they are similar in many ways.</li><li>Warren Buffett's advice from 2008 can provide insight into the current market slump.</li><li>The right strategy can protect your money as much as possible.</li></ul><p>It's not an easy time to be an investor right now. Stock prices have plummeted over the last six months, and many Americans are worried that a recession could be looming. Nobody knows when the market will bottom out or how long it might take to recover, which only adds to many investors' concerns.</p><p>Sometimes, though, looking back on previous downturns can make it easier to get through the current one. Back in 2008, at the height of the Great Recession, Warren Buffett wrote an opinion piece for <i>TheNew York Times.</i> His advice is just as relevant today, and it could help make this downturn more bearable.</p><p><b>Bear markets are buying opportunities</b></p><p>It may seem counterintuitive to invest when stock prices are at their lowest. But Buffett has long encouraged investors to buy during downturns to take advantage of the inevitable upswing. In the 2008 <i>New York Times</i> piece, he said, "In short, bad news is an investor's best friend. It lets you buy a slice of America's future at a marked-down price."</p><p>Back in 2008, nobody knew what would happen with the market. The country was experiencing one of the worst economic downturns in history, and it was tough for investors to stay optimistic.</p><p>However, after stock prices hit rock bottom in March 2009, the <b>S&P 500</b> saw returns of nearly 70% over just the following year. The best way to earn those types of returns is to invest when the market is at its worst and simply wait it out.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00b476677a78f440603962e0b2becb65\" tg-width=\"720\" tg-height=\"410\" referrerpolicy=\"no-referrer\"/><span>^SPX data by YCharts</span></p><p>Of course, every bear market is different, and there are no guarantees that the S&P 500 will see similar gains after this slump. But the market will recover eventually, and by investing now, you can take advantage of the inevitable rebound.</p><p><b>Keeping a long-term outlook</b></p><p>Investing when prices are low is only one part of the equation. It's also critical to hold those investments for at least several years as the market recovers.</p><p>Back in 2008, Buffett emphasized that while he couldn't say how the market would perform over the short term, he was confident stock prices would rebound. And when they did, those who stayed in the market saw the biggest payoffs. He said at the time: "[B]usinesses will indeed suffer earnings hiccups, as they always have. But most major companies will be setting new profit records five, 10 and 20 years from now."</p><p>Again, the current bear market is different from the Great Recession in many ways, so the recovery may look different than it did a decade ago. But historically, every single bear market has eventually given way to a bull market, and long-term investors have reaped the rewards.</p><p><b>Patience pays off</b></p><p>It's not easy to invest right now, and this downturn has shaken even experienced investors. But if previous sell-offs have taught us anything, it's that the market can recover from just about anything. That means those with the most patience will be rewarded over time.</p><p>Every market downturn will be different, but the overall lessons are the same. If you can afford it, continuing to invest right now will pay off down the road. And by maintaining a long-term outlook and investing in strong companies, you'll be on your way to building lifelong wealth in the stock market.</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>S&P 500 Bear Market: Warren Buffett's 2008 Advice Still Holds True</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\">\nS&P 500 Bear Market: Warren Buffett's 2008 Advice Still Holds True\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 23:03 GMT+8 <a href=https://www.fool.com/investing/2022/06/30/sp-500-bear-market-warren-buffetts-2008-advice-sti/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSNo two bear markets are identical, but they are similar in many ways.Warren Buffett's advice from 2008 can provide insight into the current market slump.The right strategy can protect your ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/30/sp-500-bear-market-warren-buffetts-2008-advice-sti/\">Web Link</a>\n\n</div>\n\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":"https://www.fool.com/investing/2022/06/30/sp-500-bear-market-warren-buffetts-2008-advice-sti/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247888600","content_text":"KEY POINTSNo two bear markets are identical, but they are similar in many ways.Warren Buffett's advice from 2008 can provide insight into the current market slump.The right strategy can protect your money as much as possible.It's not an easy time to be an investor right now. Stock prices have plummeted over the last six months, and many Americans are worried that a recession could be looming. Nobody knows when the market will bottom out or how long it might take to recover, which only adds to many investors' concerns.Sometimes, though, looking back on previous downturns can make it easier to get through the current one. Back in 2008, at the height of the Great Recession, Warren Buffett wrote an opinion piece for TheNew York Times. His advice is just as relevant today, and it could help make this downturn more bearable.Bear markets are buying opportunitiesIt may seem counterintuitive to invest when stock prices are at their lowest. But Buffett has long encouraged investors to buy during downturns to take advantage of the inevitable upswing. In the 2008 New York Times piece, he said, \"In short, bad news is an investor's best friend. It lets you buy a slice of America's future at a marked-down price.\"Back in 2008, nobody knew what would happen with the market. The country was experiencing one of the worst economic downturns in history, and it was tough for investors to stay optimistic.However, after stock prices hit rock bottom in March 2009, the S&P 500 saw returns of nearly 70% over just the following year. The best way to earn those types of returns is to invest when the market is at its worst and simply wait it out.^SPX data by YChartsOf course, every bear market is different, and there are no guarantees that the S&P 500 will see similar gains after this slump. But the market will recover eventually, and by investing now, you can take advantage of the inevitable rebound.Keeping a long-term outlookInvesting when prices are low is only one part of the equation. It's also critical to hold those investments for at least several years as the market recovers.Back in 2008, Buffett emphasized that while he couldn't say how the market would perform over the short term, he was confident stock prices would rebound. And when they did, those who stayed in the market saw the biggest payoffs. He said at the time: \"[B]usinesses will indeed suffer earnings hiccups, as they always have. But most major companies will be setting new profit records five, 10 and 20 years from now.\"Again, the current bear market is different from the Great Recession in many ways, so the recovery may look different than it did a decade ago. But historically, every single bear market has eventually given way to a bull market, and long-term investors have reaped the rewards.Patience pays offIt's not easy to invest right now, and this downturn has shaken even experienced investors. But if previous sell-offs have taught us anything, it's that the market can recover from just about anything. That means those with the most patience will be rewarded over time.Every market downturn will be different, but the overall lessons are the same. If you can afford it, continuing to invest right now will pay off down the road. And by maintaining a long-term outlook and investing in strong companies, you'll be on your way to building lifelong wealth in the stock market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045619970,"gmtCreate":1656604742690,"gmtModify":1676535861976,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045619970","repostId":"1198352533","repostType":4,"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042369412,"gmtCreate":1656433672436,"gmtModify":1676535827731,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042369412","repostId":"2246133086","repostType":4,"repost":{"id":"2246133086","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":1656426671,"share":"https://ttm.financial/m/news/2246133086?lang=&edition=fundamental","pubTime":"2022-06-28 22:31","market":"us","language":"en","title":"Cathie Wood Warns U.S. Is Already in a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=2246133086","media":"Dow Jones","summary":"Ark Invest CEO Cathie Wood admitted during a Tuesday interview with CNBC that she had dramatically underestimated the severity of inflation -- before claiming that the U.S. economy is likely already ","content":"<html><head></head><body><p>Ark Invest CEO Cathie Wood admitted during a Tuesday interview with CNBC that she had dramatically underestimated the severity of inflation -- before claiming that the U.S. economy is likely already in a recession.</p><p>Wood blamed supply-chain disruptions and geopolitical factors like the war in Ukraine for exacerbating inflationary pressures beyond what she had anticipated. She also said that a recession driven in part by mismanaged inventories had already begun.</p><p>"We think we are in a recession," Wood said during a Tuesday interview with Andrew Ross Sorkin on CNBC.</p><p>The first reading on U.S. economic growth during the second quarter of 2022 will be released roughly <a href=\"https://laohu8.com/S/AONE.U\">one</a> month from now by the Bureau of Economic Analysis. While the Federal Reserve and most of the big U.S. investment banks don't anticipate a recession this year, the Atlanta Fed's GDPNow forecast shows U.S. economic growth collapsing to zero during the second quarter, following a negative reading for the first quarter, as MarketWatch reported.</p><p>"We were wrong on one thing and that was inflation being as sustained as it has been...inflation has been a bigger problem but I think it has set us up for deflation," Wood said.</p><p>Wood explained that supply-chain issues had led to major retailers to mismanage their inventories, leading to a glut of certain finished goods, like furniture, that were in high demand during the pandemic. Even "the best-managed companies in the world" are having problems she said. She added that the surge in inventories seen over the past year has been larger than anything she has seen during her 45-year career.</p><p>"We're talking about Walmart and Target...they have problems, and we think there will be a lot more problems," she said.</p><p>Read:Cathie Wood's ARK <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>s are sinking with tech stocks -- and value investors will be hunting for the biggest bargains</p><p>Wood also pointed to the drop in consumer sentiment as measured by the University of Michigan's survey as another warning that a recession has already begun.</p><p>"Consumer sentiment in the highest income groups is lower than in the lowest income groups," Wood said.</p><p>As MarketWatch reported last week, the closely watched gauge of consumer sentiment tumbled to 50 in its final reading for June, down from an initial reading of 50.2 earlier in the month, and well below May's level of 58.4. The final number is the lowest reading on record, going back to the late 1970s.</p><p>The ARK Innovation ETF (ARKK)has fallen more than 50% since the start of the year, but it has recorded more than $370 million of money flowing into the ETF over the past week (although nearly $1 billion has flowed out of the fund over the past year). The Innovation ETF traded flat in early trading on Tuesday at $44.86 per share.</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>Cathie Wood Warns U.S. Is Already in a Recession</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Warns U.S. Is Already in a Recession\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\">2022-06-28 22:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Ark Invest CEO Cathie Wood admitted during a Tuesday interview with CNBC that she had dramatically underestimated the severity of inflation -- before claiming that the U.S. economy is likely already in a recession.</p><p>Wood blamed supply-chain disruptions and geopolitical factors like the war in Ukraine for exacerbating inflationary pressures beyond what she had anticipated. She also said that a recession driven in part by mismanaged inventories had already begun.</p><p>"We think we are in a recession," Wood said during a Tuesday interview with Andrew Ross Sorkin on CNBC.</p><p>The first reading on U.S. economic growth during the second quarter of 2022 will be released roughly <a href=\"https://laohu8.com/S/AONE.U\">one</a> month from now by the Bureau of Economic Analysis. While the Federal Reserve and most of the big U.S. investment banks don't anticipate a recession this year, the Atlanta Fed's GDPNow forecast shows U.S. economic growth collapsing to zero during the second quarter, following a negative reading for the first quarter, as MarketWatch reported.</p><p>"We were wrong on one thing and that was inflation being as sustained as it has been...inflation has been a bigger problem but I think it has set us up for deflation," Wood said.</p><p>Wood explained that supply-chain issues had led to major retailers to mismanage their inventories, leading to a glut of certain finished goods, like furniture, that were in high demand during the pandemic. Even "the best-managed companies in the world" are having problems she said. She added that the surge in inventories seen over the past year has been larger than anything she has seen during her 45-year career.</p><p>"We're talking about Walmart and Target...they have problems, and we think there will be a lot more problems," she said.</p><p>Read:Cathie Wood's ARK <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>s are sinking with tech stocks -- and value investors will be hunting for the biggest bargains</p><p>Wood also pointed to the drop in consumer sentiment as measured by the University of Michigan's survey as another warning that a recession has already begun.</p><p>"Consumer sentiment in the highest income groups is lower than in the lowest income groups," Wood said.</p><p>As MarketWatch reported last week, the closely watched gauge of consumer sentiment tumbled to 50 in its final reading for June, down from an initial reading of 50.2 earlier in the month, and well below May's level of 58.4. The final number is the lowest reading on record, going back to the late 1970s.</p><p>The ARK Innovation ETF (ARKK)has fallen more than 50% since the start of the year, but it has recorded more than $370 million of money flowing into the ETF over the past week (although nearly $1 billion has flowed out of the fund over the past year). The Innovation ETF traded flat in early trading on Tuesday at $44.86 per share.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKW":"ARK Next Generation Internation ETF","ARKF":"ARK Fintech Innovation ETF","ARKG":"ARK Genomic Revolution ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246133086","content_text":"Ark Invest CEO Cathie Wood admitted during a Tuesday interview with CNBC that she had dramatically underestimated the severity of inflation -- before claiming that the U.S. economy is likely already in a recession.Wood blamed supply-chain disruptions and geopolitical factors like the war in Ukraine for exacerbating inflationary pressures beyond what she had anticipated. She also said that a recession driven in part by mismanaged inventories had already begun.\"We think we are in a recession,\" Wood said during a Tuesday interview with Andrew Ross Sorkin on CNBC.The first reading on U.S. economic growth during the second quarter of 2022 will be released roughly one month from now by the Bureau of Economic Analysis. While the Federal Reserve and most of the big U.S. investment banks don't anticipate a recession this year, the Atlanta Fed's GDPNow forecast shows U.S. economic growth collapsing to zero during the second quarter, following a negative reading for the first quarter, as MarketWatch reported.\"We were wrong on one thing and that was inflation being as sustained as it has been...inflation has been a bigger problem but I think it has set us up for deflation,\" Wood said.Wood explained that supply-chain issues had led to major retailers to mismanage their inventories, leading to a glut of certain finished goods, like furniture, that were in high demand during the pandemic. Even \"the best-managed companies in the world\" are having problems she said. She added that the surge in inventories seen over the past year has been larger than anything she has seen during her 45-year career.\"We're talking about Walmart and Target...they have problems, and we think there will be a lot more problems,\" she said.Read:Cathie Wood's ARK Pacer Swan SOS Fund of Funds ETF|ETFs are sinking with tech stocks -- and value investors will be hunting for the biggest bargainsWood also pointed to the drop in consumer sentiment as measured by the University of Michigan's survey as another warning that a recession has already begun.\"Consumer sentiment in the highest income groups is lower than in the lowest income groups,\" Wood said.As MarketWatch reported last week, the closely watched gauge of consumer sentiment tumbled to 50 in its final reading for June, down from an initial reading of 50.2 earlier in the month, and well below May's level of 58.4. The final number is the lowest reading on record, going back to the late 1970s.The ARK Innovation ETF (ARKK)has fallen more than 50% since the start of the year, but it has recorded more than $370 million of money flowing into the ETF over the past week (although nearly $1 billion has flowed out of the fund over the past year). The Innovation ETF traded flat in early trading on Tuesday at $44.86 per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046678258,"gmtCreate":1656345382074,"gmtModify":1676535810535,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046678258","repostId":"2246790640","repostType":4,"repost":{"id":"2246790640","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":1656342785,"share":"https://ttm.financial/m/news/2246790640?lang=&edition=fundamental","pubTime":"2022-06-27 23:13","market":"us","language":"en","title":"U.S. Supreme Court Won't Hear Apple's Bid to Revive Qualcomm Patent Challenges","url":"https://stock-news.laohu8.com/highlight/detail?id=2246790640","media":"Reuters","summary":"The U.S. Supreme Court on Monday declined to hear Apple Inc's bid to revive an effort to cancel t","content":"<html><head></head><body><p>The U.S. Supreme Court on Monday declined to hear Apple Inc's bid to revive an effort to cancel two Qualcomm Inc smartphone patents despite the global settlement of the underlying dispute between the two tech giants.</p><p>The justices turned away Apple's appeal of a lower court's ruling that the Cupertino, California-based company lacked standing to pursue the matter because of the settlement. Apple had argued that it should be allowed to appeal because San Diego-based Qualcomm could sue again after the settlement ends.</p><p>Qualcomm sued Apple in San Diego federal court in 2017, arguing that its iPhones, iPads and Apple Watches infringed a variety of Qualcomm mobile-technology patents. That case was <a href=\"https://laohu8.com/S/AONE.U\">one</a> element of a broader dispute between the rivals.</p><p>Apple challenged the validity of the two patents at issue at the Patent and Trademark Office's Patent Trial and Appeal Board.</p><p>The parties settled their litigation in 2019, signing an agreement worth billions of dollars that allowed Apple to continue using Qualcomm chips in iPhones. The settlement also featured a license to tens of thousands of Qualcomm patents, including the two at issue, but allowed the patent board case to continue.</p><p>The board ruled in favor of Qualcomm. The U.S. Court of Appeals for the Federal Circuit, which specializes in patent law, dismissed Apple's appeal last year based on the settlement. The Federal Circuit rejected Apple's contention that its royalty payments and risk of being sued again justified hearing the case on the merits.</p><p>Apple told the Supreme Court that it still faced the risk of litigation after the agreement expires in 2025, or in 2027 if the settlement term is extended. Qualcomm already sued once, has "not disclaimed its intention to do so again," and has a "history of aggressively enforcing its patents," Apple said.</p><p>Qualcomm asked the justices to reject the appeal, arguing Apple had not shown any concrete injury that would give it proper legal standing.</p><p>President Joe Biden's administration urged the Supreme Court to reject the appeal in a brief in May.</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>U.S. Supreme Court Won't Hear Apple's Bid to Revive Qualcomm Patent Challenges</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\">\nU.S. Supreme Court Won't Hear Apple's Bid to Revive Qualcomm Patent Challenges\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\">2022-06-27 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. Supreme Court on Monday declined to hear Apple Inc's bid to revive an effort to cancel two Qualcomm Inc smartphone patents despite the global settlement of the underlying dispute between the two tech giants.</p><p>The justices turned away Apple's appeal of a lower court's ruling that the Cupertino, California-based company lacked standing to pursue the matter because of the settlement. Apple had argued that it should be allowed to appeal because San Diego-based Qualcomm could sue again after the settlement ends.</p><p>Qualcomm sued Apple in San Diego federal court in 2017, arguing that its iPhones, iPads and Apple Watches infringed a variety of Qualcomm mobile-technology patents. That case was <a href=\"https://laohu8.com/S/AONE.U\">one</a> element of a broader dispute between the rivals.</p><p>Apple challenged the validity of the two patents at issue at the Patent and Trademark Office's Patent Trial and Appeal Board.</p><p>The parties settled their litigation in 2019, signing an agreement worth billions of dollars that allowed Apple to continue using Qualcomm chips in iPhones. The settlement also featured a license to tens of thousands of Qualcomm patents, including the two at issue, but allowed the patent board case to continue.</p><p>The board ruled in favor of Qualcomm. The U.S. Court of Appeals for the Federal Circuit, which specializes in patent law, dismissed Apple's appeal last year based on the settlement. The Federal Circuit rejected Apple's contention that its royalty payments and risk of being sued again justified hearing the case on the merits.</p><p>Apple told the Supreme Court that it still faced the risk of litigation after the agreement expires in 2025, or in 2027 if the settlement term is extended. Qualcomm already sued once, has "not disclaimed its intention to do so again," and has a "history of aggressively enforcing its patents," Apple said.</p><p>Qualcomm asked the justices to reject the appeal, arguing Apple had not shown any concrete injury that would give it proper legal standing.</p><p>President Joe Biden's administration urged the Supreme Court to reject the appeal in a brief in May.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4561":"索罗斯持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","AAPL":"苹果","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","QCOM":"高通","BK4501":"段永平概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4574":"无人驾驶","BK4573":"虚拟现实"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246790640","content_text":"The U.S. Supreme Court on Monday declined to hear Apple Inc's bid to revive an effort to cancel two Qualcomm Inc smartphone patents despite the global settlement of the underlying dispute between the two tech giants.The justices turned away Apple's appeal of a lower court's ruling that the Cupertino, California-based company lacked standing to pursue the matter because of the settlement. Apple had argued that it should be allowed to appeal because San Diego-based Qualcomm could sue again after the settlement ends.Qualcomm sued Apple in San Diego federal court in 2017, arguing that its iPhones, iPads and Apple Watches infringed a variety of Qualcomm mobile-technology patents. That case was one element of a broader dispute between the rivals.Apple challenged the validity of the two patents at issue at the Patent and Trademark Office's Patent Trial and Appeal Board.The parties settled their litigation in 2019, signing an agreement worth billions of dollars that allowed Apple to continue using Qualcomm chips in iPhones. The settlement also featured a license to tens of thousands of Qualcomm patents, including the two at issue, but allowed the patent board case to continue.The board ruled in favor of Qualcomm. The U.S. Court of Appeals for the Federal Circuit, which specializes in patent law, dismissed Apple's appeal last year based on the settlement. The Federal Circuit rejected Apple's contention that its royalty payments and risk of being sued again justified hearing the case on the merits.Apple told the Supreme Court that it still faced the risk of litigation after the agreement expires in 2025, or in 2027 if the settlement term is extended. Qualcomm already sued once, has \"not disclaimed its intention to do so again,\" and has a \"history of aggressively enforcing its patents,\" Apple said.Qualcomm asked the justices to reject the appeal, arguing Apple had not shown any concrete injury that would give it proper legal standing.President Joe Biden's administration urged the Supreme Court to reject the appeal in a brief in May.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048787909,"gmtCreate":1656260602301,"gmtModify":1676535794002,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048787909","repostId":"1191010488","repostType":4,"repost":{"id":"1191010488","pubTimestamp":1656202469,"share":"https://ttm.financial/m/news/1191010488?lang=&edition=fundamental","pubTime":"2022-06-26 08:14","market":"us","language":"en","title":"Warren Buffett's 4 Rules for Investing in a Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1191010488","media":"Motley Fool","summary":"Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as theS&P 500 was on its way to a 35% dipthat bottomed in 1942. Since then, he's managed through 12 more bear markets not including this one.Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs,Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it's Buffett.So it m","content":"<html><head></head><body><p>Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he's managed through 12 more bear markets not including this one.</p><p>Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs, Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it's Buffett.</p><p>So it makes sense to lean on his expertise to get through this tough climate with your wealth intact, right? To get you started, here are four of Buffett's famous rules for investing in a bear market.</p><p>1. Buy quality merchandise on sale</p><blockquote><i>"Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down."</i></blockquote><p>Buffett invests in high-quality businesses -- companies with a proven ability to create shareholder value through all economic climates. In his view, bear markets provide opportunities to buy these quality stocks at lower prices.</p><p>As an example, Buffett's response earlier this year to the tech stock sell-off was to buy more of his favorite technology company, Apple. Although Apple already comprised more than 40% of Berkshire Hathaway's portfolio, Buffett bought another 3.78 million shares.</p><p>You can mimic his strategy by identifying stocks you love for their long-term prospects. If your budget allows, increase your investing activity and pad your share counts while prices remain low.</p><p>2. Hold forever</p><blockquote><i>"Our favorite holding period is forever."</i></blockquote><p>When you buy stocks you'd like to hold forever, bear markets become far less stressful. Since your plan is to hold for the long run, you don't have to do anything when the market goes sideways. No reshuffling your portfolio and no guessing when share prices will bottom out. Your only job is to wait.</p><p>3. Stay calm</p><blockquote><i>"The most important quality for an investor is temperament, not intellect."</i></blockquote><p>It's normal and useful to second-guess your "hold forever" plan when circumstances change. Certainly, there will be times when you should drop a stock you thought was a keeper.</p><p>The distinction you must make is whether circumstances have changed permanently or temporarily. And that's easier to do when you can analyze what's happening calmly and rationally. If you let your emotions take over, they can convince you to scrap your plan, cut your losses, or take some other dramatic action that's sure to dampen your long-term returns.</p><p>4. Keep your distance</p><p>Buffett said this when asked what advice he had for investors in tough markets:<i>"I would tell them: Don't watch the market too closely."</i></p><p>Let's say you're confident that your "hold forever" stocks can withstand a temporary bear market. And for that reason, you're not going to react to falling share prices. In that scenario, what's the benefit of tracking every bump along the way? There isn't one.</p><p>It's OK to keep some distance from financial headlines when the market is going crazy. Consider it a survival strategy that helps you stay calm and stick to your investing plan.</p><p>Buy or do nothing</p><p>When a bear market sets in, you'll see Buffett mostly buy or hold. If you're questioning whether those are the right moves for your portfolio, remember this: Buffett is worth about $95 billion, and he has invested through more bear markets than almost anyone. His tactics can help you emerge from this bear market stronger and wealthier than ever.</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>Warren Buffett's 4 Rules for Investing in a Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett's 4 Rules for Investing in a Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-26 08:14 GMT+8 <a href=https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he's ...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191010488","content_text":"Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he's managed through 12 more bear markets not including this one.Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs, Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it's Buffett.So it makes sense to lean on his expertise to get through this tough climate with your wealth intact, right? To get you started, here are four of Buffett's famous rules for investing in a bear market.1. Buy quality merchandise on sale\"Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down.\"Buffett invests in high-quality businesses -- companies with a proven ability to create shareholder value through all economic climates. In his view, bear markets provide opportunities to buy these quality stocks at lower prices.As an example, Buffett's response earlier this year to the tech stock sell-off was to buy more of his favorite technology company, Apple. Although Apple already comprised more than 40% of Berkshire Hathaway's portfolio, Buffett bought another 3.78 million shares.You can mimic his strategy by identifying stocks you love for their long-term prospects. If your budget allows, increase your investing activity and pad your share counts while prices remain low.2. Hold forever\"Our favorite holding period is forever.\"When you buy stocks you'd like to hold forever, bear markets become far less stressful. Since your plan is to hold for the long run, you don't have to do anything when the market goes sideways. No reshuffling your portfolio and no guessing when share prices will bottom out. Your only job is to wait.3. Stay calm\"The most important quality for an investor is temperament, not intellect.\"It's normal and useful to second-guess your \"hold forever\" plan when circumstances change. Certainly, there will be times when you should drop a stock you thought was a keeper.The distinction you must make is whether circumstances have changed permanently or temporarily. And that's easier to do when you can analyze what's happening calmly and rationally. If you let your emotions take over, they can convince you to scrap your plan, cut your losses, or take some other dramatic action that's sure to dampen your long-term returns.4. Keep your distanceBuffett said this when asked what advice he had for investors in tough markets:\"I would tell them: Don't watch the market too closely.\"Let's say you're confident that your \"hold forever\" stocks can withstand a temporary bear market. And for that reason, you're not going to react to falling share prices. In that scenario, what's the benefit of tracking every bump along the way? There isn't one.It's OK to keep some distance from financial headlines when the market is going crazy. Consider it a survival strategy that helps you stay calm and stick to your investing plan.Buy or do nothingWhen a bear market sets in, you'll see Buffett mostly buy or hold. If you're questioning whether those are the right moves for your portfolio, remember this: Buffett is worth about $95 billion, and he has invested through more bear markets than almost anyone. His tactics can help you emerge from this bear market stronger and wealthier than ever.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048839871,"gmtCreate":1656175811894,"gmtModify":1676535780338,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048839871","repostId":"1176316604","repostType":4,"repost":{"id":"1176316604","pubTimestamp":1656201911,"share":"https://ttm.financial/m/news/1176316604?lang=&edition=fundamental","pubTime":"2022-06-26 08:05","market":"us","language":"en","title":"Got $5,000? Buying These 5 Top Stocks Right Now Would Be a Genius Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1176316604","media":"Motley Fool","summary":"KEY POINTSWhile the market outlook is scary, it doesn't look as bad if you zoom out to a wider inves","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>While the market outlook is scary, it doesn't look as bad if you zoom out to a wider investing horizon.</li><li>Many stocks have reached record or near-term valuation lows.</li></ul><p>The market is giving investors great buying opportunities; it's time to take advantage.</p><p>With the market dipping into bear market territory (down 20% or more from its high), there's a lot of fear around. This uncertainty stems from the federal interest rate hikes, inflation, and a potential recession -- all of which are causing investors to pull out of the market in droves.</p><p>However, this is a mistake. Bear markets aren't uncommon; they occur once every three and a half years. Also, stocks tend to have some of their strongest performing days during recovery periods. Because of this, wise investors should be looking for great values to pick up during a market panic.</p><p>I've got a list of five great buys that are due for a strong recovery when the bear market eventually ends. Investing $5,000 across these top-tier stocks, all of which are trading at comparatively low valuations, could be genius moves that you're sure to thank yourself for later.</p><p>1. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></p><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> is the parent company of Google and YouTube, among others. It primarily generates revenue through advertisements across its platforms; however, advertisement spending tends to drop during recessions. As a result of this thinking, the stock has been sold off to an all-time low valuation.</p><p>While Alphabet may see short-term headwinds, the long-term dominance of this business is undeniable. It's a free-cash-flow printing machine, generating $15 billion in the first quarter alone. With nearly $134 billion in cash on its balance sheet, Alphabet is built to weather any recession the economy throws at it.</p><p>Another hidden benefit here lies in Alphabet's $70 billion stock buyback plan. This program will reduce the number of shares outstanding, which will make each share more valuable when the stock rises from its rock-bottom prices.</p><p>2. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></p><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> makes graphics process units (GPUs) that can be utilized for various tasks. Its biggest recent driver has been its data center division, which surpassed its gaming segment for the first time this quarter. In Q1 (ended May 1) of the 2023 fiscal year, Nvidia's data center division grew 83% year over year (YOY) to $3.75 billion, whereas gaming increased 31% YOY to $3.62 billion.</p><p>With more businesses and consumer technologies moving to the cloud, Nvidia's data center will only continue to increase. In its recent conference call, analysts asked whether management was worried about its data center growth in regard the economic headwinds, to which CEO and founder Jensen Huang replied, "Our data center demand is strong and remains strong."</p><p>GPUs have become integrated with nearly every graphics or computing-related scenario, and Nvidia benefits significantly from that. With the stock trading for 44 times earnings, it's a solid value for a company that has consistently grown its revenue quarter after quarter and that was trading at a P/E ratio of over 100 late last year.</p><p>3. <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a></p><p>People were stuck inside their homes for two years and couldn't (or didn't want to) travel. Now people are traveling again, and companies like Airbnb (ABNB 8.14%) stand to benefit. In its Q1 results, revenue rose 70% YOY and is now up 80% over 2019's pre-pandemic numbers. This quarter was a record-setting one for Airbnb, and the future looks just as bright.</p><p>Airbnb recently revamped its platform and now has many more options than the standard "choose a location and date" search function that travel websites have used for years. Now, customers can book multiple stays in one trip, investigate unique travel experiences, and utilize travel insurance.</p><p>Airbnb estimates it will see a similar growth rate in Q2 as it did in Q1 and anticipates stronger-than-average demand for Q3 and Q4. Of course, this sentiment could shift if consumers decide to save money instead of traveling, but the long-term move to Airbnb away from standard hotel stays is quite evident.</p><p>4. <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></p><p>In Latin America, e-commerce is growing rapidly thanks to $MercadoLibre(MELI). Through the company's vast suite of offerings, Latin American residents can enjoy two-day shipping in many locations, digital payments, access to credit cards, and a large e-commerce marketplace.</p><p>MercadoLibre trades for under four times sales. The last time it was this low? How about never. MercadoLibre didn't even trade this cheaply at the height of the Great Recession. This stock is an unbelievable value right now, and investors should be snatching up every share they can get.</p><p>5. <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a></p><p>Last but not least is cybersecurity provider CrowdStrike. The previous four companies are affected by consumer strength, but not CrowdStrike. This company provides endpoint protection to devices that access a company's network, like laptops or phones. It uses a cloud-first approach that makes it data-rich and easy to integrate.</p><p>Cybersecurity is an expense companies can't live without, and one many companies are behind in adopting. This necessity plays into CrowdStrike's favor regardless of economic conditions.</p><p>The company also happens to be growing like a weed. Q1 commerce revenues rose 44% YOY to $1.3 billion and fintech revenues were up 113% to $971 million.</p><p>However, as the U.S. economy slows down, international markets are likely to also be affected. Second-quarter results will reveal the strength of the Latin American consumer, but until then, investors need to check out how low this stock is valued.</p><p>In FY 2023 Q1 (ending April 30), CrowdStrike reported annual recurring revenue (ARR) growth of 61% to $1.9 billion and converted 32% of its revenue into free cash flow. It also reiterated strong guidance for the rest of the year, with revenue expected to increase 52% over last year's total.</p><p>The cybersecurity industry has massive tailwinds blowing in its favor, and CrowdStrike is in a prime position to capture market share regardless of economic conditions.</p><p>The common theme with these five companies is that the stocks are down big right now, but if you examine them with a three- to five-year holding mindset, the returns can be immense.</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? Buying These 5 Top Stocks Right Now Would Be a Genius Move</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? Buying These 5 Top Stocks Right Now Would Be a Genius Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-26 08:05 GMT+8 <a href=https://www.fool.com/investing/2022/06/25/if-youve-got-5000-buying-these-5-top-stocks-right/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSWhile the market outlook is scary, it doesn't look as bad if you zoom out to a wider investing horizon.Many stocks have reached record or near-term valuation lows.The market is giving ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/25/if-youve-got-5000-buying-these-5-top-stocks-right/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","NVDA":"英伟达","CRWD":"CrowdStrike Holdings, Inc.","MELI":"MercadoLibre","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/06/25/if-youve-got-5000-buying-these-5-top-stocks-right/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176316604","content_text":"KEY POINTSWhile the market outlook is scary, it doesn't look as bad if you zoom out to a wider investing horizon.Many stocks have reached record or near-term valuation lows.The market is giving investors great buying opportunities; it's time to take advantage.With the market dipping into bear market territory (down 20% or more from its high), there's a lot of fear around. This uncertainty stems from the federal interest rate hikes, inflation, and a potential recession -- all of which are causing investors to pull out of the market in droves.However, this is a mistake. Bear markets aren't uncommon; they occur once every three and a half years. Also, stocks tend to have some of their strongest performing days during recovery periods. Because of this, wise investors should be looking for great values to pick up during a market panic.I've got a list of five great buys that are due for a strong recovery when the bear market eventually ends. Investing $5,000 across these top-tier stocks, all of which are trading at comparatively low valuations, could be genius moves that you're sure to thank yourself for later.1. AlphabetAlphabet is the parent company of Google and YouTube, among others. It primarily generates revenue through advertisements across its platforms; however, advertisement spending tends to drop during recessions. As a result of this thinking, the stock has been sold off to an all-time low valuation.While Alphabet may see short-term headwinds, the long-term dominance of this business is undeniable. It's a free-cash-flow printing machine, generating $15 billion in the first quarter alone. With nearly $134 billion in cash on its balance sheet, Alphabet is built to weather any recession the economy throws at it.Another hidden benefit here lies in Alphabet's $70 billion stock buyback plan. This program will reduce the number of shares outstanding, which will make each share more valuable when the stock rises from its rock-bottom prices.2. NvidiaNvidia makes graphics process units (GPUs) that can be utilized for various tasks. Its biggest recent driver has been its data center division, which surpassed its gaming segment for the first time this quarter. In Q1 (ended May 1) of the 2023 fiscal year, Nvidia's data center division grew 83% year over year (YOY) to $3.75 billion, whereas gaming increased 31% YOY to $3.62 billion.With more businesses and consumer technologies moving to the cloud, Nvidia's data center will only continue to increase. In its recent conference call, analysts asked whether management was worried about its data center growth in regard the economic headwinds, to which CEO and founder Jensen Huang replied, \"Our data center demand is strong and remains strong.\"GPUs have become integrated with nearly every graphics or computing-related scenario, and Nvidia benefits significantly from that. With the stock trading for 44 times earnings, it's a solid value for a company that has consistently grown its revenue quarter after quarter and that was trading at a P/E ratio of over 100 late last year.3. AirbnbPeople were stuck inside their homes for two years and couldn't (or didn't want to) travel. Now people are traveling again, and companies like Airbnb (ABNB 8.14%) stand to benefit. In its Q1 results, revenue rose 70% YOY and is now up 80% over 2019's pre-pandemic numbers. This quarter was a record-setting one for Airbnb, and the future looks just as bright.Airbnb recently revamped its platform and now has many more options than the standard \"choose a location and date\" search function that travel websites have used for years. Now, customers can book multiple stays in one trip, investigate unique travel experiences, and utilize travel insurance.Airbnb estimates it will see a similar growth rate in Q2 as it did in Q1 and anticipates stronger-than-average demand for Q3 and Q4. Of course, this sentiment could shift if consumers decide to save money instead of traveling, but the long-term move to Airbnb away from standard hotel stays is quite evident.4. MercadoLibreIn Latin America, e-commerce is growing rapidly thanks to $MercadoLibre(MELI). Through the company's vast suite of offerings, Latin American residents can enjoy two-day shipping in many locations, digital payments, access to credit cards, and a large e-commerce marketplace.MercadoLibre trades for under four times sales. The last time it was this low? How about never. MercadoLibre didn't even trade this cheaply at the height of the Great Recession. This stock is an unbelievable value right now, and investors should be snatching up every share they can get.5. CrowdStrikeLast but not least is cybersecurity provider CrowdStrike. The previous four companies are affected by consumer strength, but not CrowdStrike. This company provides endpoint protection to devices that access a company's network, like laptops or phones. It uses a cloud-first approach that makes it data-rich and easy to integrate.Cybersecurity is an expense companies can't live without, and one many companies are behind in adopting. This necessity plays into CrowdStrike's favor regardless of economic conditions.The company also happens to be growing like a weed. Q1 commerce revenues rose 44% YOY to $1.3 billion and fintech revenues were up 113% to $971 million.However, as the U.S. economy slows down, international markets are likely to also be affected. Second-quarter results will reveal the strength of the Latin American consumer, but until then, investors need to check out how low this stock is valued.In FY 2023 Q1 (ending April 30), CrowdStrike reported annual recurring revenue (ARR) growth of 61% to $1.9 billion and converted 32% of its revenue into free cash flow. It also reiterated strong guidance for the rest of the year, with revenue expected to increase 52% over last year's total.The cybersecurity industry has massive tailwinds blowing in its favor, and CrowdStrike is in a prime position to capture market share regardless of economic conditions.The common theme with these five companies is that the stocks are down big right now, but if you examine them with a three- to five-year holding mindset, the returns can be immense.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041428170,"gmtCreate":1656088025090,"gmtModify":1676535765878,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041428170","repostId":"1143013850","repostType":4,"repost":{"id":"1143013850","pubTimestamp":1656075988,"share":"https://ttm.financial/m/news/1143013850?lang=&edition=fundamental","pubTime":"2022-06-24 21:06","market":"us","language":"en","title":"Down 42% From Its High, Could Tesla Stock Rebound After Its Stock Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=1143013850","media":"Motley Fool","summary":"This electric car company is battling supply chain issues and rising costs.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Tesla recently announced plans for a 3-for-1 stock split, pending a shareholder vote in August.</li><li>Stock splits occasionally result in share price appreciation.</li><li>Macroeconomic headwinds have hindered Tesla throughout the second quarter.</li></ul><p><b>Tesla</b> is planning a 3-for-1 stock split, according to a recent filing with the Securities and Exchange Commission (SEC). Of course, the company still needs to obtain the approval of shareholders -- the measure will be put to a vote at the annual meeting on Aug. 4 -- but many investors are already excited about the implications.</p><p>While stock splits have no direct impact on business performance, they do reduce the price of each share, which makes the stock more accessible to retail investors. That occasionally translates into price appreciation, simply because new investors start buying. And with Tesla down 42% from its high, a post-split rebound probably sounds pretty good to shareholders.</p><p>Unfortunately, stock splits don't always trigger price appreciation, and there are several other variables at play.</p><p><b>Tesla is facing headwinds</b></p><p>Tesla was firing on all cylinders in the first quarter. Despite supply chain disruptions and the rising cost of materials, the company still managed to grow vehicle production and deliveries by 69% and 68%, respectively. In turn, Tesla once again topped the market in terms of electric car sales, capturing a 15.5% market share.</p><p>That led to stellar first-quarter financial results. Revenue skyrocketed 81% to $18.8 billion,operating margin expanded more than 13 percentage points to 19.2%, andGAAPearnings soared more than sevenfold to $2.86 per diluted share. So why is the stock down?</p><p>The market tends to be forward-looking, and investors are worried about what they see on the horizon. First, pandemic-related lockdowns in China resulted in a 22-day closure at Gigafactory Shanghai, and 18 of those days fell in the second quarter.</p><p>Second, supply chain issues slowed the reopening of Gigafactory Shanghai, with production falling as low as 200 vehicles on at least one day in May, according to Reuters. For context, Tesla churned out about 1,200 vehicles per day in China in late April. Collectively, those issues may result in lower-than-expected production numbers for the second quarter.</p><p>More broadly, many would-be buyers might delay purchasing a new car in the current macroeconomic environment. Rising interest rates make auto loans less attractive, and rampant inflationhas already led Tesla to raise its vehicle prices several times this year. In the near term, those headwinds could put downward pressure on Tesla's share price, especially if the company fails to impress Wall Street with its second-quarter results.</p><p>Countless variables factor into a stock's price at any given moment, which makes it virtually impossible to forecast short-term price action. More importantly, splitting a stock is like cutting a cake. The number of slices has no impact on the desirability of the cake, and the number of shares has no impact on the value of the company.</p><p>That being said, patient investors should consider picking up a few shares of Tesla right now.</p><p><b>Tesla has an ambitious vision</b></p><p>Tesla has made tremendous progress in terms of manufacturing efficiency. The company posted an industry-leading operating margin of 14.6% in the third quarter of 2021, and that figure has only gone up from there. Better yet, Tesla is well-positioned to maintain or even improve its efficiency in the coming years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3d6392e3198fc1bc9f7169a336dcd7f\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: TESLA</span></p><p>The company recently began outfitting the Model Y with 4680 battery cells, a proprietary product that promises to reduce production costs by 56% and boost range by 54%. That's especially impressive because Tesla already pays less than any other automaker to build its current battery packs, and battery packs are the most expensive part of an electric car. In other words, Tesla is working to reinforce its cost advantage.</p><p>The company is also ramping production at the new Gigafactories in Austin, Texas, and Berlin, Germany. Those efforts will likely drag on margins in the near term, but a European presence should reduce logistics costs and make Tesla more profitable in the long run.</p><p>However, Tesla's greatest source of profitability will eventually be full self-driving (FSD) technology, according to CEO Elon Musk. Tesla has a robotaxi slated for production in 2024, and it plans to start an autonomous ride hailing platform once its FSD software is ready for action.</p><p>For context, Ark Invest believes autonomous ride hailing platforms will generate $2 trillion in annual profits by 2030. Of course, that number is theoretical at this point, but it supports Musk's assertion that FSD will be the long-term profit driver.</p><p>Tesla currently trades at 96 times earnings, an outlandish valuation when compared to other automakers. But if the company successfully executes on its ambitious vision, the current share price may look like a bargain a decade down the road. For that reason, I think it's OK to buy this growth stock right 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>Down 42% From Its High, Could Tesla Stock Rebound After Its Stock Split?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown 42% From Its High, Could Tesla Stock Rebound After Its Stock Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 21:06 GMT+8 <a href=https://www.fool.com/investing/2022/06/24/down-42-could-tesla-rebound-after-its-stock-split/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla recently announced plans for a 3-for-1 stock split, pending a shareholder vote in August.Stock splits occasionally result in share price appreciation.Macroeconomic headwinds have ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/24/down-42-could-tesla-rebound-after-its-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/06/24/down-42-could-tesla-rebound-after-its-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143013850","content_text":"KEY POINTSTesla recently announced plans for a 3-for-1 stock split, pending a shareholder vote in August.Stock splits occasionally result in share price appreciation.Macroeconomic headwinds have hindered Tesla throughout the second quarter.Tesla is planning a 3-for-1 stock split, according to a recent filing with the Securities and Exchange Commission (SEC). Of course, the company still needs to obtain the approval of shareholders -- the measure will be put to a vote at the annual meeting on Aug. 4 -- but many investors are already excited about the implications.While stock splits have no direct impact on business performance, they do reduce the price of each share, which makes the stock more accessible to retail investors. That occasionally translates into price appreciation, simply because new investors start buying. And with Tesla down 42% from its high, a post-split rebound probably sounds pretty good to shareholders.Unfortunately, stock splits don't always trigger price appreciation, and there are several other variables at play.Tesla is facing headwindsTesla was firing on all cylinders in the first quarter. Despite supply chain disruptions and the rising cost of materials, the company still managed to grow vehicle production and deliveries by 69% and 68%, respectively. In turn, Tesla once again topped the market in terms of electric car sales, capturing a 15.5% market share.That led to stellar first-quarter financial results. Revenue skyrocketed 81% to $18.8 billion,operating margin expanded more than 13 percentage points to 19.2%, andGAAPearnings soared more than sevenfold to $2.86 per diluted share. So why is the stock down?The market tends to be forward-looking, and investors are worried about what they see on the horizon. First, pandemic-related lockdowns in China resulted in a 22-day closure at Gigafactory Shanghai, and 18 of those days fell in the second quarter.Second, supply chain issues slowed the reopening of Gigafactory Shanghai, with production falling as low as 200 vehicles on at least one day in May, according to Reuters. For context, Tesla churned out about 1,200 vehicles per day in China in late April. Collectively, those issues may result in lower-than-expected production numbers for the second quarter.More broadly, many would-be buyers might delay purchasing a new car in the current macroeconomic environment. Rising interest rates make auto loans less attractive, and rampant inflationhas already led Tesla to raise its vehicle prices several times this year. In the near term, those headwinds could put downward pressure on Tesla's share price, especially if the company fails to impress Wall Street with its second-quarter results.Countless variables factor into a stock's price at any given moment, which makes it virtually impossible to forecast short-term price action. More importantly, splitting a stock is like cutting a cake. The number of slices has no impact on the desirability of the cake, and the number of shares has no impact on the value of the company.That being said, patient investors should consider picking up a few shares of Tesla right now.Tesla has an ambitious visionTesla has made tremendous progress in terms of manufacturing efficiency. The company posted an industry-leading operating margin of 14.6% in the third quarter of 2021, and that figure has only gone up from there. Better yet, Tesla is well-positioned to maintain or even improve its efficiency in the coming years.IMAGE SOURCE: TESLAThe company recently began outfitting the Model Y with 4680 battery cells, a proprietary product that promises to reduce production costs by 56% and boost range by 54%. That's especially impressive because Tesla already pays less than any other automaker to build its current battery packs, and battery packs are the most expensive part of an electric car. In other words, Tesla is working to reinforce its cost advantage.The company is also ramping production at the new Gigafactories in Austin, Texas, and Berlin, Germany. Those efforts will likely drag on margins in the near term, but a European presence should reduce logistics costs and make Tesla more profitable in the long run.However, Tesla's greatest source of profitability will eventually be full self-driving (FSD) technology, according to CEO Elon Musk. Tesla has a robotaxi slated for production in 2024, and it plans to start an autonomous ride hailing platform once its FSD software is ready for action.For context, Ark Invest believes autonomous ride hailing platforms will generate $2 trillion in annual profits by 2030. Of course, that number is theoretical at this point, but it supports Musk's assertion that FSD will be the long-term profit driver.Tesla currently trades at 96 times earnings, an outlandish valuation when compared to other automakers. But if the company successfully executes on its ambitious vision, the current share price may look like a bargain a decade down the road. For that reason, I think it's OK to buy this growth stock right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9045619970,"gmtCreate":1656604742690,"gmtModify":1676535861976,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045619970","repostId":"1198352533","repostType":4,"repost":{"id":"1198352533","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":1656592265,"share":"https://ttm.financial/m/news/1198352533?lang=&edition=fundamental","pubTime":"2022-06-30 20:31","market":"fut","language":"en","title":"Fed’s Preferred Inflation Measure Rose 4.7% in May, around Multi-Decade Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=1198352533","media":"Tiger Newspress","summary":"Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than","content":"<html><head></head><body><p>Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than expected, according to a gauge closely watched by the Federal Reserve.</p><p>Core personal consumption expenditures prices rose 4.7% from a year ago, 0.2 percentage points less than the previous month but still around levels last seen in the 1980s. Wall Street had been looking for a reading around 4.8%.</p><p>On monthly basis, the measure, which excludes volatile food and energy prices, increased 0.3%, slightly less than the 0.4% Dow Jones estimate.</p><p>Headline inflation, however, shot higher, rising 0.6% for the month, much faster than the 0.2% gain in April. That kept year-over-year inflation at 6.3%, the same as in April and down slightly from March’s 6.6%, which was the highest reading since January 1982.</p><p>In addition, the report reflected pressures on consumer spending, which accounts for nearly 70% of all economic activity in the U.S.</p><p>While personal income rose 0.5% in May, ahead of the 0.4% estimate, income after taxes and other charges, or disposable personal income, declined 0.1%. Spending adjusted for inflation fell 0.4%, a sharp drop from the 0.3% gain in April.</p><p>The personal saving rate edged higher, rising to 5.4%, up 0.2 percentage points from the previous month.</p><p>Fed officials are watching the data closely as they seek to control runaway inflation. Central bank policymakers generally watch core inflation more closely because they believe monetary policy is less effective at controlling the ups and downs of gas and grocery prices.</p><p>However, Fed Chairman Jerome Powell has said in recent days that he also is watching headline numbers closely as well as gas prices average about $4.86 a gallon.</p><p>The consumer price index, which measures a broad range of goods and services and is more closely watched by the public, rose 8.6% in May, its highest level since late 1981.</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>Fed’s Preferred Inflation Measure Rose 4.7% in May, around Multi-Decade Highs</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\">\nFed’s Preferred Inflation Measure Rose 4.7% in May, around Multi-Decade Highs\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\">2022-06-30 20:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than expected, according to a gauge closely watched by the Federal Reserve.</p><p>Core personal consumption expenditures prices rose 4.7% from a year ago, 0.2 percentage points less than the previous month but still around levels last seen in the 1980s. Wall Street had been looking for a reading around 4.8%.</p><p>On monthly basis, the measure, which excludes volatile food and energy prices, increased 0.3%, slightly less than the 0.4% Dow Jones estimate.</p><p>Headline inflation, however, shot higher, rising 0.6% for the month, much faster than the 0.2% gain in April. That kept year-over-year inflation at 6.3%, the same as in April and down slightly from March’s 6.6%, which was the highest reading since January 1982.</p><p>In addition, the report reflected pressures on consumer spending, which accounts for nearly 70% of all economic activity in the U.S.</p><p>While personal income rose 0.5% in May, ahead of the 0.4% estimate, income after taxes and other charges, or disposable personal income, declined 0.1%. Spending adjusted for inflation fell 0.4%, a sharp drop from the 0.3% gain in April.</p><p>The personal saving rate edged higher, rising to 5.4%, up 0.2 percentage points from the previous month.</p><p>Fed officials are watching the data closely as they seek to control runaway inflation. Central bank policymakers generally watch core inflation more closely because they believe monetary policy is less effective at controlling the ups and downs of gas and grocery prices.</p><p>However, Fed Chairman Jerome Powell has said in recent days that he also is watching headline numbers closely as well as gas prices average about $4.86 a gallon.</p><p>The consumer price index, which measures a broad range of goods and services and is more closely watched by the public, rose 8.6% in May, its highest level since late 1981.</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":"1198352533","content_text":"Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than expected, according to a gauge closely watched by the Federal Reserve.Core personal consumption expenditures prices rose 4.7% from a year ago, 0.2 percentage points less than the previous month but still around levels last seen in the 1980s. Wall Street had been looking for a reading around 4.8%.On monthly basis, the measure, which excludes volatile food and energy prices, increased 0.3%, slightly less than the 0.4% Dow Jones estimate.Headline inflation, however, shot higher, rising 0.6% for the month, much faster than the 0.2% gain in April. That kept year-over-year inflation at 6.3%, the same as in April and down slightly from March’s 6.6%, which was the highest reading since January 1982.In addition, the report reflected pressures on consumer spending, which accounts for nearly 70% of all economic activity in the U.S.While personal income rose 0.5% in May, ahead of the 0.4% estimate, income after taxes and other charges, or disposable personal income, declined 0.1%. Spending adjusted for inflation fell 0.4%, a sharp drop from the 0.3% gain in April.The personal saving rate edged higher, rising to 5.4%, up 0.2 percentage points from the previous month.Fed officials are watching the data closely as they seek to control runaway inflation. Central bank policymakers generally watch core inflation more closely because they believe monetary policy is less effective at controlling the ups and downs of gas and grocery prices.However, Fed Chairman Jerome Powell has said in recent days that he also is watching headline numbers closely as well as gas prices average about $4.86 a gallon.The consumer price index, which measures a broad range of goods and services and is more closely watched by the public, rose 8.6% in May, its highest level since late 1981.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006249994,"gmtCreate":1641772467758,"gmtModify":1676533646134,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006249994","repostId":"1108030484","repostType":4,"repost":{"id":"1108030484","pubTimestamp":1641769386,"share":"https://ttm.financial/m/news/1108030484?lang=&edition=fundamental","pubTime":"2022-01-10 07:03","market":"us","language":"en","title":"Consumer Price Index, Bank Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1108030484","media":"Yahoo Finance","summary":"Inflation data will be in focus this week, with investors set to receive the Bureau of Labor Statist","content":"<html><head></head><body><p>Inflation data will be in focus this week, with investors set to receive the Bureau of Labor Statistics' (BLS) latest Consumer Price Index (CPI) as the Federal Reserve's next monetary policy moves remain in focus. Quarterly earnings season also ramps up as some of the big banks report results.</p><p>Market participants are bracing for another historically hot reading on inflation in the latest CPI data, due out on Wednesday. On a year-over-year basis, consumer prices likely surged by 7.1% in December, based on Bloomberg consensus data, accelerating even further from November's 6.8% year-over-year clip.This would mark the fastest rate since 1982, when CPI rose as much as 8.4% on a year-over-year basis.</p><p>And on a month-over-month basis, consumer prices likely rose by 0.4% in December, slowing from November's 0.8% rise but still marking an eighteenth consecutive month of increases.</p><p>"Recent months have seen consistent upside surprises as inflation has increasingly broadened out, and it's now the case that seven of the last nine CPI releases have seen the monthly headline increase come in above the consensus among economists on Bloomberg, which just demonstrates how this has taken a lot of people by surprise," Deutsche Bank economists Henry Allen and Jim Reid said in a note.</p><p>"Our U.S. economists are projecting that year-on-year inflation will move higher once again, with an increase to +7.0%," they added. "Interestingly though, they think we could be at a turning point with December marking the peak in the year-on-year readings, which they then project will fall back over 2022 and be at +3.0% by this December ahead."</p><p>Excluding more volatile food and energy prices, consumer prices likely rose at a 5.4% year-over-year rate in December, also speeding from November's 4.9% pace and coming in at the fastest since 1991.</p><p>While price increases have been broad-based in the recovering economy, some economists said rising vehicle prices will likely be one of the main drivers of inflation at year-end.</p><p>"The main story will be the increase in autos inflation, with used cars the primary driver," Bank of America economists led by Ethan Harris wrote in a note Friday. "Manheim data showed wholesale used car prices spiking 9.2% [month-over-month] in October, following a 5.3% increase in September. Given a roughly 2-month lag, this sends a signal of incredible strength for CPI used cars this month."</p><p>Used car and truck prices had risen 2.5% month-on-month in November, matching the prior month's rise, based on BLS data.</p><p>"Outside of autos, we expect further gains in household furnishings and supplies and apparel, reflecting tight supply chains and fewer discounts as the holiday shopping season draws to a close," Harris added.</p><p>The December CPI will also be carefully parsed by investors as they gauge the next moves by the Federal Reserve, as some officials eye a quicker shift away from accommodative policies to rein in inflation.</p><p>Last week, the Fed's December meeting minutes suggested some officials favored speeding the central bank's asset-purchase tapering and hastening the timing of an initial interest rate hike from current near-zero levels. And against a backdrop of a "stronger economic outlook [and] higher inflation," some officials also suggested they were contemplating the start of reducing the nearly $9 trillion in assets on the central bank's balance sheet. Hints that the Fed was considering tightening policy in the near-term sent equity markets into a tailspin last week.</p><p>"The market does have to adjust to what is a surprise in terms of how aggressive the Federal Reserve may be in managing the economy around inflation," Rob Haworth, U.S. Bank Wealth Management senior investment strategist,told Yahoo Finance Livelast week.</p><p>Investors may also receive more commentary about how key members of the Federal Reserve expect to approach inflation with their monetary policy toolkit in two confirmation hearings before Congress this week. Federal Reserve Chair Jerome Powell's nomination hearing for a second term is set to take place before the Senate Banking Committee on Tuesday — or a day before the December CPI is released. However, Fed Governor Lael Brainard's nomination hearing to become vice chair of the Fed will take place on Thursday before the Senate Banking Committee, after the release of the latest inflation data.</p><p>Bank earnings</p><p>This week, investors will also see a pick-up in earnings reports, as some of the largest U.S. banks deliver their quarterly results at the end of the week. JPMorgan Chase (JPM), Citigroup (C) and Wells Fargo (WFC) are each slated to report Friday morning before the opening bell.</p><p>The results come following a strong run for bank stocks, with financials currently the second-best performing sector in the S&P 500 in 2022, after energy. TheXLF, or exchange-traded fund tracking the financials sector, hit a record high on Friday and logged its best week since February 2021.</p><p>Expectations for higher interest rates this year have been one major factor lifting these shares, given that banks' core lending businesses benefit from rising rates. On Friday, the benchmark 10-year Treasury yield rose to approximately 1.8%, or its highest level since January 2020. And robust market activity over the past year likely also helped further lift banks' trading operations.</p><p>"As far as the financials go, we think they're going to be pretty good. This last year has seen a lot of trading activity," Scott Ladner, Horizon Investments chief investment officer,told Yahoo Finance Live on Friday."And as we've seen, what's going on right now with respect to yield curve, the yield curve steepened this week."</p><p>As fourth-quarter earnings begin to ramp up, many analysts are expecting to see another solid reporting season. However, the estimates are also taking into account slowing momentum after soaring earnings growth rates from earlier last year, helped in large part by easy comparisons to 2020's pandemic-depressed levels.</p><p>S&P 500 earnings in aggregate are expected to grow 21.7% for the fourth-quarter of 2021, according to data from FactSet's John Butters as of Friday. If earnings come in as expected, this would mark a fourth consecutive quarter that earnings growth tops 20%.</p><p>Economic calendar</p><ul><li><p><b>Monday:</b>Wholesale inventories, month-over-month, November final (1.2% expected, 1.2% in previous print)</p></li><li><p><b>Tuesday:</b>NFIB Small Business Optimism, December (98.5 expected, 98.4 in November)</p></li><li><p><b>Wednesday:</b>MBA Mortgage Applications, week ended January 7 (-5.6% during prior week); Consumer Price Index (CPI), month-over-month, December (0.4% expected, 0.8% in November); CPI excluding food and energy, month-over-month, December (0.5% expected, 0.5% in November); CPI year-over-year, December (7.1% expected, 6.8% in November); CPI excluding food and energy, year-over-year, December (5.4% expected, 4.9% in November); Monthly budget statement, December (-$191.3 billion expected); U.S. Federal Reserve Releases Beige Book</p></li><li><p><b>Thursday:</b>Producer Price Index (PPI), month-over-month, December (0.4% expected, 0.8% in November); PPI excluding food and energy, month-over-month, December (0.4% expected, 0.7% in November); PPI year-over-year, December (9.8% expected, 9.6% in November); PPI excluding food and energy, year-over-year, December (8.0% expected, 7.7% in November); Initial jobless claims, week ended January 8 (210,000 expected, 207,000 during prior week); Continuing claims, week ended January 1 (1.754 million during prior week)</p></li><li><p><b>Friday:</b>Retail sales advance, month-over-month, December (0.0% expected, 0.3% in November); Retail sales excluding autos and gas, month-over-month, December (-0.1% expected, 0.2% in November); Import price index, month-over-month, December (0.2%. expected, 0.7% in November); Capacity utilization, December (77.0% expected); Industrial production, month-over-month, December (0.3% expected, 0.5% in November); University of Michigan sentiment, January preliminary (70.0 expected, 70.6 in December)</p></li></ul><p>Earnings calendar</p><ul><li><p><b>Monday:</b><i>No notable reports scheduled for release</i></p></li><li><p><b>Tuesday:</b><i>No notable reports scheduled for release</i></p></li><li><p><b>Wednesday:</b>Jefferies Financial Corp. (JEF) before market open</p></li><li><p><b>Thursday:</b>Delta Air Lines (DAL) before market open</p></li><li><p><b>Friday:</b>BlackRock (BLK), Citigroup (C), JPMorgan Chase (JPM), Wells Fargo (WFC) before market open</p></li></ul></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>Consumer Price Index, Bank Earnings: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nConsumer Price Index, Bank Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 07:03 GMT+8 <a href=https://finance.yahoo.com/news/consumer-price-index-bank-earnings-what-to-know-this-week-164559716.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Inflation data will be in focus this week, with investors set to receive the Bureau of Labor Statistics' (BLS) latest Consumer Price Index (CPI) as the Federal Reserve's next monetary policy moves ...</p>\n\n<a href=\"https://finance.yahoo.com/news/consumer-price-index-bank-earnings-what-to-know-this-week-164559716.html\">Web Link</a>\n\n</div>\n\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":"https://finance.yahoo.com/news/consumer-price-index-bank-earnings-what-to-know-this-week-164559716.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108030484","content_text":"Inflation data will be in focus this week, with investors set to receive the Bureau of Labor Statistics' (BLS) latest Consumer Price Index (CPI) as the Federal Reserve's next monetary policy moves remain in focus. Quarterly earnings season also ramps up as some of the big banks report results.Market participants are bracing for another historically hot reading on inflation in the latest CPI data, due out on Wednesday. On a year-over-year basis, consumer prices likely surged by 7.1% in December, based on Bloomberg consensus data, accelerating even further from November's 6.8% year-over-year clip.This would mark the fastest rate since 1982, when CPI rose as much as 8.4% on a year-over-year basis.And on a month-over-month basis, consumer prices likely rose by 0.4% in December, slowing from November's 0.8% rise but still marking an eighteenth consecutive month of increases.\"Recent months have seen consistent upside surprises as inflation has increasingly broadened out, and it's now the case that seven of the last nine CPI releases have seen the monthly headline increase come in above the consensus among economists on Bloomberg, which just demonstrates how this has taken a lot of people by surprise,\" Deutsche Bank economists Henry Allen and Jim Reid said in a note.\"Our U.S. economists are projecting that year-on-year inflation will move higher once again, with an increase to +7.0%,\" they added. \"Interestingly though, they think we could be at a turning point with December marking the peak in the year-on-year readings, which they then project will fall back over 2022 and be at +3.0% by this December ahead.\"Excluding more volatile food and energy prices, consumer prices likely rose at a 5.4% year-over-year rate in December, also speeding from November's 4.9% pace and coming in at the fastest since 1991.While price increases have been broad-based in the recovering economy, some economists said rising vehicle prices will likely be one of the main drivers of inflation at year-end.\"The main story will be the increase in autos inflation, with used cars the primary driver,\" Bank of America economists led by Ethan Harris wrote in a note Friday. \"Manheim data showed wholesale used car prices spiking 9.2% [month-over-month] in October, following a 5.3% increase in September. Given a roughly 2-month lag, this sends a signal of incredible strength for CPI used cars this month.\"Used car and truck prices had risen 2.5% month-on-month in November, matching the prior month's rise, based on BLS data.\"Outside of autos, we expect further gains in household furnishings and supplies and apparel, reflecting tight supply chains and fewer discounts as the holiday shopping season draws to a close,\" Harris added.The December CPI will also be carefully parsed by investors as they gauge the next moves by the Federal Reserve, as some officials eye a quicker shift away from accommodative policies to rein in inflation.Last week, the Fed's December meeting minutes suggested some officials favored speeding the central bank's asset-purchase tapering and hastening the timing of an initial interest rate hike from current near-zero levels. And against a backdrop of a \"stronger economic outlook [and] higher inflation,\" some officials also suggested they were contemplating the start of reducing the nearly $9 trillion in assets on the central bank's balance sheet. Hints that the Fed was considering tightening policy in the near-term sent equity markets into a tailspin last week.\"The market does have to adjust to what is a surprise in terms of how aggressive the Federal Reserve may be in managing the economy around inflation,\" Rob Haworth, U.S. Bank Wealth Management senior investment strategist,told Yahoo Finance Livelast week.Investors may also receive more commentary about how key members of the Federal Reserve expect to approach inflation with their monetary policy toolkit in two confirmation hearings before Congress this week. Federal Reserve Chair Jerome Powell's nomination hearing for a second term is set to take place before the Senate Banking Committee on Tuesday — or a day before the December CPI is released. However, Fed Governor Lael Brainard's nomination hearing to become vice chair of the Fed will take place on Thursday before the Senate Banking Committee, after the release of the latest inflation data.Bank earningsThis week, investors will also see a pick-up in earnings reports, as some of the largest U.S. banks deliver their quarterly results at the end of the week. JPMorgan Chase (JPM), Citigroup (C) and Wells Fargo (WFC) are each slated to report Friday morning before the opening bell.The results come following a strong run for bank stocks, with financials currently the second-best performing sector in the S&P 500 in 2022, after energy. TheXLF, or exchange-traded fund tracking the financials sector, hit a record high on Friday and logged its best week since February 2021.Expectations for higher interest rates this year have been one major factor lifting these shares, given that banks' core lending businesses benefit from rising rates. On Friday, the benchmark 10-year Treasury yield rose to approximately 1.8%, or its highest level since January 2020. And robust market activity over the past year likely also helped further lift banks' trading operations.\"As far as the financials go, we think they're going to be pretty good. This last year has seen a lot of trading activity,\" Scott Ladner, Horizon Investments chief investment officer,told Yahoo Finance Live on Friday.\"And as we've seen, what's going on right now with respect to yield curve, the yield curve steepened this week.\"As fourth-quarter earnings begin to ramp up, many analysts are expecting to see another solid reporting season. However, the estimates are also taking into account slowing momentum after soaring earnings growth rates from earlier last year, helped in large part by easy comparisons to 2020's pandemic-depressed levels.S&P 500 earnings in aggregate are expected to grow 21.7% for the fourth-quarter of 2021, according to data from FactSet's John Butters as of Friday. If earnings come in as expected, this would mark a fourth consecutive quarter that earnings growth tops 20%.Economic calendarMonday:Wholesale inventories, month-over-month, November final (1.2% expected, 1.2% in previous print)Tuesday:NFIB Small Business Optimism, December (98.5 expected, 98.4 in November)Wednesday:MBA Mortgage Applications, week ended January 7 (-5.6% during prior week); Consumer Price Index (CPI), month-over-month, December (0.4% expected, 0.8% in November); CPI excluding food and energy, month-over-month, December (0.5% expected, 0.5% in November); CPI year-over-year, December (7.1% expected, 6.8% in November); CPI excluding food and energy, year-over-year, December (5.4% expected, 4.9% in November); Monthly budget statement, December (-$191.3 billion expected); U.S. Federal Reserve Releases Beige BookThursday:Producer Price Index (PPI), month-over-month, December (0.4% expected, 0.8% in November); PPI excluding food and energy, month-over-month, December (0.4% expected, 0.7% in November); PPI year-over-year, December (9.8% expected, 9.6% in November); PPI excluding food and energy, year-over-year, December (8.0% expected, 7.7% in November); Initial jobless claims, week ended January 8 (210,000 expected, 207,000 during prior week); Continuing claims, week ended January 1 (1.754 million during prior week)Friday:Retail sales advance, month-over-month, December (0.0% expected, 0.3% in November); Retail sales excluding autos and gas, month-over-month, December (-0.1% expected, 0.2% in November); Import price index, month-over-month, December (0.2%. expected, 0.7% in November); Capacity utilization, December (77.0% expected); Industrial production, month-over-month, December (0.3% expected, 0.5% in November); University of Michigan sentiment, January preliminary (70.0 expected, 70.6 in December)Earnings calendarMonday:No notable reports scheduled for releaseTuesday:No notable reports scheduled for releaseWednesday:Jefferies Financial Corp. (JEF) before market openThursday:Delta Air Lines (DAL) before market openFriday:BlackRock (BLK), Citigroup (C), JPMorgan Chase (JPM), Wells Fargo (WFC) before market open","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011216126,"gmtCreate":1648868199205,"gmtModify":1676534414996,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011216126","repostId":"2224134076","repostType":4,"repost":{"id":"2224134076","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":1648853352,"share":"https://ttm.financial/m/news/2224134076?lang=&edition=fundamental","pubTime":"2022-04-02 06:49","market":"us","language":"en","title":"US STOCKS-Wall St Posts Modest Gains as Jobs Report Keeps Fed Hikes on Track","url":"https://stock-news.laohu8.com/highlight/detail?id=2224134076","media":"Reuters","summary":"* Unemployment drops to 3.6% vs estimate of 3.7%* Nonfarm payrolls rose by 431,000 jobs last month* GameStop seeks share split* Dow up 0.4%, S&P 500 up 0.3%, Nasdaq up 0.3%(Reuters) - The S&P 500 rose","content":"<html><head></head><body><p>* Unemployment drops to 3.6% vs estimate of 3.7%</p><p>* Nonfarm payrolls rose by 431,000 jobs last month</p><p>* GameStop seeks share split</p><p>* Dow up 0.4%, S&P 500 up 0.3%, Nasdaq up 0.3%</p><p>(Reuters) - The S&P 500 rose modestly to kick off the second quarter on Friday, as the monthly jobs report indicated a strong labor market and is likely to keep the Federal Reserve on track to maintain its hawkish policy stance.</p><p>The Labor Department's employment report showed a rapid hiring pace by employers while wages continued to climb, although not enough to keep pace with inflation.</p><p>U.S. employers added 431,000 jobs in March, which was shy of the 490,000 estimate but still showed strong job gains. The unemployment rate dropped to 3.6%, a new two-year low while average hourly earnings rose 5.6% on a year-over-year basis.</p><p>The report heightened expectations that the central bank is likely to become more aggressive in raising interest rates as it seeks to curb inflation as it unwinds its easy monetary policy.</p><p>"Job gains were broad, more people are going back to the office," said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.</p><p>"If other data between now and the next Fed meeting stay this rosy, the Fed will likely feel comfortable hiking by 50 basis points and announcing an aggressive rundown of its balance sheet."</p><p>The Dow Jones Industrial Average rose 139.92 points, or 0.4%, to 34,818.27, the S&P 500 gained 15.45 points, or 0.34%, to 4,545.86 and the Nasdaq Composite added 40.98 points, or 0.29%, to 14,261.50.</p><p>The defensive real estate, utilities and consumer staples were the best performing sectors on the day, with each rising more than 1%.</p><p>For the week, the Dow slipped 0.1%, the S&P edged up 0.1% and the Nasdaq advanced 0.7%.</p><p>Expectations for a 50-basis point interest rate hike at the central bank's May meeting stand at 73.3%, according to CME's FedWatch Tool.</p><p>At its March meeting, the Fed raised rates by 25 basis 25 basis points, its first hike since 2018, and a host of central bank policymakers have indicated they are prepared for bigger rate hikes.</p><p>Chicago Federal Reserve President Charles Evans said on Friday he does not see a big risk in using "some" half-point rate hikes to bring borrowing costs to neutral sooner as long as the objective was not to raise rates much faster and push them higher.</p><p>Other data on Friday showed U.S. manufacturing activity unexpectedly slowed in March, although it remained firmly in expansion territory, as tight supply chains continued to put upward pressure on input prices.</p><p>In the wake of the payrolls report, U.S. Treasury yields jumped and a closely watched part of the yield curve between two-year and 10-year notes, seen by many as a reliable indicator of a recession, inverted for the third time this week.</p><p>The S&P 500 closed out the first quarter on Thursday with its biggest quarterly decline since the COVID-19 pandemic in the U.S. was reaching full swing on concerns about rising prices, fueled further by the war in Ukraine, and the Fed's response could slow economic growth. However, stocks rebounded somewhat in March, as the benchmark index gained 3.6%.</p><p>April tends to be a strong month for stocks, with its last monthly decline in 2012. Ryan Detrick, chief market strategist at LPL Financial, notes that April has the best performance on average of all months since 1950.</p><p>Video game retailer <a href=\"https://laohu8.com/S/GME\">GameStop Corp</a>, part of the "meme stock" trading frenzy last year, gave up early gains and ended down 0.95% after announcing a plan to seek shareholder approval for a stock split.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a> dipped 0.17% after J.P. Morgan removed the stock from its analyst "focus list" along with <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, which slumped 3.81%.</p><p>Volume on U.S. exchanges was 11.45 billion shares, compared with the 13.78 billion average for the full session 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 Modest Gains as Jobs Report Keeps Fed Hikes on Track</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 St Posts Modest Gains as Jobs Report Keeps Fed Hikes on Track\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\">2022-04-02 06:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Unemployment drops to 3.6% vs estimate of 3.7%</p><p>* Nonfarm payrolls rose by 431,000 jobs last month</p><p>* GameStop seeks share split</p><p>* Dow up 0.4%, S&P 500 up 0.3%, Nasdaq up 0.3%</p><p>(Reuters) - The S&P 500 rose modestly to kick off the second quarter on Friday, as the monthly jobs report indicated a strong labor market and is likely to keep the Federal Reserve on track to maintain its hawkish policy stance.</p><p>The Labor Department's employment report showed a rapid hiring pace by employers while wages continued to climb, although not enough to keep pace with inflation.</p><p>U.S. employers added 431,000 jobs in March, which was shy of the 490,000 estimate but still showed strong job gains. The unemployment rate dropped to 3.6%, a new two-year low while average hourly earnings rose 5.6% on a year-over-year basis.</p><p>The report heightened expectations that the central bank is likely to become more aggressive in raising interest rates as it seeks to curb inflation as it unwinds its easy monetary policy.</p><p>"Job gains were broad, more people are going back to the office," said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.</p><p>"If other data between now and the next Fed meeting stay this rosy, the Fed will likely feel comfortable hiking by 50 basis points and announcing an aggressive rundown of its balance sheet."</p><p>The Dow Jones Industrial Average rose 139.92 points, or 0.4%, to 34,818.27, the S&P 500 gained 15.45 points, or 0.34%, to 4,545.86 and the Nasdaq Composite added 40.98 points, or 0.29%, to 14,261.50.</p><p>The defensive real estate, utilities and consumer staples were the best performing sectors on the day, with each rising more than 1%.</p><p>For the week, the Dow slipped 0.1%, the S&P edged up 0.1% and the Nasdaq advanced 0.7%.</p><p>Expectations for a 50-basis point interest rate hike at the central bank's May meeting stand at 73.3%, according to CME's FedWatch Tool.</p><p>At its March meeting, the Fed raised rates by 25 basis 25 basis points, its first hike since 2018, and a host of central bank policymakers have indicated they are prepared for bigger rate hikes.</p><p>Chicago Federal Reserve President Charles Evans said on Friday he does not see a big risk in using "some" half-point rate hikes to bring borrowing costs to neutral sooner as long as the objective was not to raise rates much faster and push them higher.</p><p>Other data on Friday showed U.S. manufacturing activity unexpectedly slowed in March, although it remained firmly in expansion territory, as tight supply chains continued to put upward pressure on input prices.</p><p>In the wake of the payrolls report, U.S. Treasury yields jumped and a closely watched part of the yield curve between two-year and 10-year notes, seen by many as a reliable indicator of a recession, inverted for the third time this week.</p><p>The S&P 500 closed out the first quarter on Thursday with its biggest quarterly decline since the COVID-19 pandemic in the U.S. was reaching full swing on concerns about rising prices, fueled further by the war in Ukraine, and the Fed's response could slow economic growth. However, stocks rebounded somewhat in March, as the benchmark index gained 3.6%.</p><p>April tends to be a strong month for stocks, with its last monthly decline in 2012. Ryan Detrick, chief market strategist at LPL Financial, notes that April has the best performance on average of all months since 1950.</p><p>Video game retailer <a href=\"https://laohu8.com/S/GME\">GameStop Corp</a>, part of the "meme stock" trading frenzy last year, gave up early gains and ended down 0.95% after announcing a plan to seek shareholder approval for a stock split.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a> dipped 0.17% after J.P. Morgan removed the stock from its analyst "focus list" along with <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, which slumped 3.81%.</p><p>Volume on U.S. exchanges was 11.45 billion shares, compared with the 13.78 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224134076","content_text":"* Unemployment drops to 3.6% vs estimate of 3.7%* Nonfarm payrolls rose by 431,000 jobs last month* GameStop seeks share split* Dow up 0.4%, S&P 500 up 0.3%, Nasdaq up 0.3%(Reuters) - The S&P 500 rose modestly to kick off the second quarter on Friday, as the monthly jobs report indicated a strong labor market and is likely to keep the Federal Reserve on track to maintain its hawkish policy stance.The Labor Department's employment report showed a rapid hiring pace by employers while wages continued to climb, although not enough to keep pace with inflation.U.S. employers added 431,000 jobs in March, which was shy of the 490,000 estimate but still showed strong job gains. The unemployment rate dropped to 3.6%, a new two-year low while average hourly earnings rose 5.6% on a year-over-year basis.The report heightened expectations that the central bank is likely to become more aggressive in raising interest rates as it seeks to curb inflation as it unwinds its easy monetary policy.\"Job gains were broad, more people are going back to the office,\" said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.\"If other data between now and the next Fed meeting stay this rosy, the Fed will likely feel comfortable hiking by 50 basis points and announcing an aggressive rundown of its balance sheet.\"The Dow Jones Industrial Average rose 139.92 points, or 0.4%, to 34,818.27, the S&P 500 gained 15.45 points, or 0.34%, to 4,545.86 and the Nasdaq Composite added 40.98 points, or 0.29%, to 14,261.50.The defensive real estate, utilities and consumer staples were the best performing sectors on the day, with each rising more than 1%.For the week, the Dow slipped 0.1%, the S&P edged up 0.1% and the Nasdaq advanced 0.7%.Expectations for a 50-basis point interest rate hike at the central bank's May meeting stand at 73.3%, according to CME's FedWatch Tool.At its March meeting, the Fed raised rates by 25 basis 25 basis points, its first hike since 2018, and a host of central bank policymakers have indicated they are prepared for bigger rate hikes.Chicago Federal Reserve President Charles Evans said on Friday he does not see a big risk in using \"some\" half-point rate hikes to bring borrowing costs to neutral sooner as long as the objective was not to raise rates much faster and push them higher.Other data on Friday showed U.S. manufacturing activity unexpectedly slowed in March, although it remained firmly in expansion territory, as tight supply chains continued to put upward pressure on input prices.In the wake of the payrolls report, U.S. Treasury yields jumped and a closely watched part of the yield curve between two-year and 10-year notes, seen by many as a reliable indicator of a recession, inverted for the third time this week.The S&P 500 closed out the first quarter on Thursday with its biggest quarterly decline since the COVID-19 pandemic in the U.S. was reaching full swing on concerns about rising prices, fueled further by the war in Ukraine, and the Fed's response could slow economic growth. However, stocks rebounded somewhat in March, as the benchmark index gained 3.6%.April tends to be a strong month for stocks, with its last monthly decline in 2012. Ryan Detrick, chief market strategist at LPL Financial, notes that April has the best performance on average of all months since 1950.Video game retailer GameStop Corp, part of the \"meme stock\" trading frenzy last year, gave up early gains and ended down 0.95% after announcing a plan to seek shareholder approval for a stock split.Apple Inc dipped 0.17% after J.P. Morgan removed the stock from its analyst \"focus list\" along with Qualcomm, which slumped 3.81%.Volume on U.S. exchanges was 11.45 billion shares, compared with the 13.78 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010913899,"gmtCreate":1648225809728,"gmtModify":1676534319682,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ty","listText":"Ty","text":"Ty","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010913899","repostId":"2221907148","repostType":4,"repost":{"id":"2221907148","pubTimestamp":1648222340,"share":"https://ttm.financial/m/news/2221907148?lang=&edition=fundamental","pubTime":"2022-03-25 23:32","market":"us","language":"en","title":"3 Sell-Off Stocks That Could Help Set You Up for Life","url":"https://stock-news.laohu8.com/highlight/detail?id=2221907148","media":"Motley Fool","summary":"Short-term headwinds have crushed these stocks, but my investment thesis for each remains strong.","content":"<html><head></head><body><p>Short-term drops in the market can feel brutal -- even for those keeping a long-term focus.</p><p>Owning a tech-heavy portfolio that has dropped over 25%, I am no exception. However, by dollar-cost averaging, holding for the long term, and reframing sell-offs as opportunities, it is possible to remain optimistic when facing a correction.</p><p>Speaking to this third point, let us look at three heavily sold-off stocks that offer the potential to set you up for life.</p><h2>Pinterest</h2><p>Driven by its mission "to help people discover the things they love, and inspire them to do those things in their daily lives," idea-incubator <b>Pinterest</b> ( PINS 1.01% ) puts a twist on social media.</p><p>In a world facing mental health concerns related to social media usage, Pinterest flips the script by providing hope and inspiration -- even if it's only on an aspirational level.</p><p>Perhaps thanks to this unique connection to its user base, the company saw its share price reach a high of almost $89 in 2021.</p><p>However, after reaching that high mark, Pinterest saw its monthly active users (MAUs) drop from 478 million in the first quarter of 2021 to 431 million at the end of the year. This drop, paired with <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>'s abandoned acquisition for around $70 per share, has sent the stock down 70% from its peak.</p><p>So what makes Pinterest interesting now?</p><p>First, the fears around this MAU decline seem overstated, considering it grew from 367 million in 2019 to 459 million the following year thanks to a pandemic-aided surge. Its subsequent decline in 2021 was far from surprising in hindsight as most of the world reopened, temporarily setting apps like Pinterest on the back burner.</p><p>Second, despite this pullback in MAUs, its global average revenue per user (ARPU) of $1.93 continues to shine. Up 23% year over year in the fourth quarter, this metric strengthened with a growing ARPU of $7.43 domestically and an international ARPU that was up 62% to $0.57. As Pinterest continues to roll out its shoppable content and advertising base internationally, look for its massive user base to become increasingly profitable to the company.</p><p>Finally, according to Comparably, Pinterest has a Net Promoter Score (NPS) of +50. NPS is rated on a scale of -100 to +100 and captures whether a company's customers would recommend the product. Generally, a positive score is good, while anything above +30 is excellent, making Pinterest's score stand out.</p><p>Best yet for investors, businesses with excellent NPS scores tend to outperform the market thanks to happier customers. As a result of this NPS score, its remaining international growth runway, and a meager price to free cash flow ratio of just 23, buying and holding Pinterest at these prices could move your retirement years ahead of schedule.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</h2><p>Like Pinterest, <b>Zoom Video Communications</b> ( ZM -0.46% ) boasts an excellent NPS of +53 thanks to its suite of hybrid work-enabling products. Famous for its video conferencing software that has become a verb, Zoom is creating new products, its most recent being the Zoom Contact Center.</p><p>This new offering will act as a customer engagement solution for Zoom's clients and highlights the somewhat quiet growth optionality hidden behind the company's core video product. Whether it's the Zoom phone, events, meetings, or rooms, and now its contact center, the company's unified communications platform is poised to evolve to meet the needs of its ever-expanding customer base.</p><p>However, with decelerating growth rates that saw revenue increase only 21% in the fiscal 2022 fourth quarter -- compared to growth of 369% the same time last year -- Zoom has seen its stock punished.</p><p>Now 70% below its 52-week highs, the market is pricing Zoom like it faces an existential crisis, but that couldn't be further from the truth. After generating $1.5 billion in free cash flow (FCF) over the last year, Zoom now trades at just 25 times FCF.</p><p><img src=\"https://static.tigerbbs.com/63772091fb610dbbf6b87ec55751eb2e\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>Any time a company's price to free cash flow ratio approaches its sales growth rate as is the case here, it catches my attention as reasonably priced growth.</p><p>Zoom's promising NPS, product optionality, and cheap FCF generation make it a prime sell-off stock to consider holding forever.</p><h2>DocuSign</h2><p>Rounding out our trio of high NPS stocks is <b>DocuSign</b> ( DOCU 1.84% ) and its excellent score of +53. Led by its popular e-signature product, the company now has its eyes on expanding its broader Agreement Cloud offering.</p><p>This Agreement Cloud consists of four key pillars: prepare, sign, act, and manage. As e-signature is by far DocuSign's most prominent product, it intends to use a land-and-expand business model to grow its sales.</p><p>After getting its foot in the door with nearly 1.2 million customers thanks to its e-signature product, it now aims to build upon these relationships by offering anything and everything related to the agreement space.</p><p>However, with DocuSign seeing its billings growth drop from 56% in fiscal 2021 to 37% in fiscal 2022, the market has sent the stock's price downward.</p><p>It has also declined nearly 70% from its 52-week high, but this reaction from the market is starting to look overdone. Despite this slowdown in billings growth, DocuSign still posted 45% revenue growth last year and a good net dollar retention rate of 119% in the latest quarter.</p><p>Net dollar retention measures how much DocuSign's existing customers grew their spending with anything above 100% showing expansion. As time passes, this metric will be vital to investors as it will highlight how the Agreement Cloud's growth is faring.</p><p>Trading at 44 times free cash flow, DocuSign is the most expensive stock of this trio -- and the fastest growing. However, with its growth rate above its price to free cash flow, the stock still looks attractively priced after its sell-off and could be an excellent holding for long-term investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Sell-Off Stocks That Could Help Set You Up for Life</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Sell-Off Stocks That Could Help Set You Up for Life\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 23:32 GMT+8 <a href=https://www.fool.com/investing/2022/03/24/3-sell-off-stocks-that-could-set-you-up-for-life/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Short-term drops in the market can feel brutal -- even for those keeping a long-term focus.Owning a tech-heavy portfolio that has dropped over 25%, I am no exception. However, by dollar-cost averaging...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/24/3-sell-off-stocks-that-could-set-you-up-for-life/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","BK4528":"SaaS概念","PINS":"Pinterest, Inc.","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4211":"区域性银行","BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","DOCU":"Docusign","BK4548":"巴美列捷福持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/24/3-sell-off-stocks-that-could-set-you-up-for-life/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221907148","content_text":"Short-term drops in the market can feel brutal -- even for those keeping a long-term focus.Owning a tech-heavy portfolio that has dropped over 25%, I am no exception. However, by dollar-cost averaging, holding for the long term, and reframing sell-offs as opportunities, it is possible to remain optimistic when facing a correction.Speaking to this third point, let us look at three heavily sold-off stocks that offer the potential to set you up for life.PinterestDriven by its mission \"to help people discover the things they love, and inspire them to do those things in their daily lives,\" idea-incubator Pinterest ( PINS 1.01% ) puts a twist on social media.In a world facing mental health concerns related to social media usage, Pinterest flips the script by providing hope and inspiration -- even if it's only on an aspirational level.Perhaps thanks to this unique connection to its user base, the company saw its share price reach a high of almost $89 in 2021.However, after reaching that high mark, Pinterest saw its monthly active users (MAUs) drop from 478 million in the first quarter of 2021 to 431 million at the end of the year. This drop, paired with PayPal's abandoned acquisition for around $70 per share, has sent the stock down 70% from its peak.So what makes Pinterest interesting now?First, the fears around this MAU decline seem overstated, considering it grew from 367 million in 2019 to 459 million the following year thanks to a pandemic-aided surge. Its subsequent decline in 2021 was far from surprising in hindsight as most of the world reopened, temporarily setting apps like Pinterest on the back burner.Second, despite this pullback in MAUs, its global average revenue per user (ARPU) of $1.93 continues to shine. Up 23% year over year in the fourth quarter, this metric strengthened with a growing ARPU of $7.43 domestically and an international ARPU that was up 62% to $0.57. As Pinterest continues to roll out its shoppable content and advertising base internationally, look for its massive user base to become increasingly profitable to the company.Finally, according to Comparably, Pinterest has a Net Promoter Score (NPS) of +50. NPS is rated on a scale of -100 to +100 and captures whether a company's customers would recommend the product. Generally, a positive score is good, while anything above +30 is excellent, making Pinterest's score stand out.Best yet for investors, businesses with excellent NPS scores tend to outperform the market thanks to happier customers. As a result of this NPS score, its remaining international growth runway, and a meager price to free cash flow ratio of just 23, buying and holding Pinterest at these prices could move your retirement years ahead of schedule.Zoom Video CommunicationsLike Pinterest, Zoom Video Communications ( ZM -0.46% ) boasts an excellent NPS of +53 thanks to its suite of hybrid work-enabling products. Famous for its video conferencing software that has become a verb, Zoom is creating new products, its most recent being the Zoom Contact Center.This new offering will act as a customer engagement solution for Zoom's clients and highlights the somewhat quiet growth optionality hidden behind the company's core video product. Whether it's the Zoom phone, events, meetings, or rooms, and now its contact center, the company's unified communications platform is poised to evolve to meet the needs of its ever-expanding customer base.However, with decelerating growth rates that saw revenue increase only 21% in the fiscal 2022 fourth quarter -- compared to growth of 369% the same time last year -- Zoom has seen its stock punished.Now 70% below its 52-week highs, the market is pricing Zoom like it faces an existential crisis, but that couldn't be further from the truth. After generating $1.5 billion in free cash flow (FCF) over the last year, Zoom now trades at just 25 times FCF.Data by YCharts.Any time a company's price to free cash flow ratio approaches its sales growth rate as is the case here, it catches my attention as reasonably priced growth.Zoom's promising NPS, product optionality, and cheap FCF generation make it a prime sell-off stock to consider holding forever.DocuSignRounding out our trio of high NPS stocks is DocuSign ( DOCU 1.84% ) and its excellent score of +53. Led by its popular e-signature product, the company now has its eyes on expanding its broader Agreement Cloud offering.This Agreement Cloud consists of four key pillars: prepare, sign, act, and manage. As e-signature is by far DocuSign's most prominent product, it intends to use a land-and-expand business model to grow its sales.After getting its foot in the door with nearly 1.2 million customers thanks to its e-signature product, it now aims to build upon these relationships by offering anything and everything related to the agreement space.However, with DocuSign seeing its billings growth drop from 56% in fiscal 2021 to 37% in fiscal 2022, the market has sent the stock's price downward.It has also declined nearly 70% from its 52-week high, but this reaction from the market is starting to look overdone. Despite this slowdown in billings growth, DocuSign still posted 45% revenue growth last year and a good net dollar retention rate of 119% in the latest quarter.Net dollar retention measures how much DocuSign's existing customers grew their spending with anything above 100% showing expansion. As time passes, this metric will be vital to investors as it will highlight how the Agreement Cloud's growth is faring.Trading at 44 times free cash flow, DocuSign is the most expensive stock of this trio -- and the fastest growing. However, with its growth rate above its price to free cash flow, the stock still looks attractively priced after its sell-off and could be an excellent holding for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035772635,"gmtCreate":1647707608012,"gmtModify":1676534259858,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035772635","repostId":"2220777059","repostType":4,"repost":{"id":"2220777059","pubTimestamp":1647653153,"share":"https://ttm.financial/m/news/2220777059?lang=&edition=fundamental","pubTime":"2022-03-19 09:25","market":"sg","language":"en","title":"Sea Limited: The Three-Headed Monster","url":"https://stock-news.laohu8.com/highlight/detail?id=2220777059","media":"seekingalpha","summary":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but B","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Garena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.</li><li>In addition, Shopee's losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.</li><li>SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea's second cash cow.</li><li>With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion.</li><li>Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51b3290f2015840c5d8f754c01de8a85\" tg-width=\"750\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/><span>undefined undefined/iStock via Getty Images</span></p><p>I've been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I'm doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let's get started!</p><p><b>Investment Thesis</b></p><p>Sea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company's slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee's losses are also getting worse.</p><p>The Group's cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.</p><p>On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea's second cash cow.</p><p>Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.</p><p>The three-headed monster is a Buy at these levels.</p><p><b>Value Proposition</b></p><p>Founded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.</p><blockquote><b>Mission</b>: To better the lives of consumers and small businesses with technology.</blockquote><p>Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea's main value proposition is providing a vertically-integrated experience through its different core businesses.</p><p><b>Garena</b></p><p>Its digital entertainment division, Garena, was Sea's first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.</p><p>Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena's Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>'s findings, Free Fire still holds the most downloads globally as of January 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa392753c19f14d60ee0d992e58c3d2f\" tg-width=\"1280\" tg-height=\"741\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>Garena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.</p><p>In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.</p><p><b>Shopee</b></p><p>Perhaps the most exciting business segment is Sea's mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6649de846b2942b928a3f3e5d4035003\" tg-width=\"640\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee</span></p><p>Through the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee's two premium shopping platforms, Shopee Mall and Shopee Premium.</p><p>Along with Shopee's e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:</p><ul><li><b>Service by Shopee</b> - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.</li><li><b>BuyerProtection</b> - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers' funds in a separate account until delivery is complete, where funds will be released to buyers.</li><li><b>Integrated Logistics Services</b>- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.</li><li><b>Social Features</b> - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).</li><li><b>On-demand Services</b>- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).</li></ul><p>Shopee's scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee's most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f9c550b140720336e00cc78e954d184\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p><b>SeaMoney</b></p><p>SeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea's operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney's various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.</p><p>Through SeaMoney's mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a "buy now pay later" payment option, enables consumers to purchase items without accessing credit. For those who are interested, I've written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.</p><p>SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c85c862195f86fe9d4f0f8c8beced6b\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SeaBank Website</span></p><p>SeaMoney's main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea's other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.</p><p><b>Market Opportunity</b></p><p>Sea's market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let's take a look at each industry that Sea operates in.</p><p>First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72bda6df6bc2b7bdf8756d218f53185\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>According to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021's total figure. Given Garena's successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity's findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.</p><p>Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.</p><p>Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee's vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fcb903aed7c0ec901fc83c4f25f18b8\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.</p><p>Lastly, we have the fintech industry pertaining to SeaMoney. In my <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea's markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47ec896a6208b6023ae89f654704bbc7\" tg-width=\"1261\" tg-height=\"706\" referrerpolicy=\"no-referrer\"/><span>Source: Ark Invest Big Ideas 2022</span></p><p>As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney's other brands will benefit from this trend. Also of important note, SeaMoney's expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eb814b800c3121e3fb8cd0913f239d5\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.</p><p><b>Revenue Model</b></p><p>As mentioned previously, Sea operates three main business segments.</p><p><b>Digital Entertainment</b></p><p>Garena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.</p><p>Investors should take note of how revenue is recognized for this segment. According to Sea's 10-K:</p><blockquote>Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.</blockquote><p>Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.</p><blockquote>Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.</blockquote><p><b>E-commerce</b></p><p>Shopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.</p><p>Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.</p><p><b>Digital Financial Services</b></p><p>SeaMoney revenue consists of:</p><ul><li>Interest and fees from loans granted to commercial customers</li><li>Interest and fees from Sea's consumer credit business such as SPayLater</li><li>Commissions charged to merchants when a customer pays using SeaMoney's mobile wallet</li></ul><p><b>Income Statement</b></p><p>Let's analyze each of the business segments and then look at the entire Group as a whole.</p><p><b>Digital Entertainment</b></p><p>Garena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/998dfbcf3f3dba11b8f8722710c36ba4\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06de5e6066b66cd5596a445cd912c98\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3's QAUs of 729 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5bdd570a9eb859a9fef8569c9fad10a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>As a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3's 93 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/092c4a2f47b9336f2753b4548707b39f\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea's two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28c9f35ee55afb5c7d170a80d26ebf2\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>As such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.</p><p><b>E-Commerce</b></p><p>Shopee GMV continues its upward march as e-commerce continues to gain traction in Shopee's existing and newer markets. However, we're also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f657f7cacc9e00bc57df0e913fdb9ae\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>GMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fbc7f044de03ec379f262a5bfcdf331\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27710dc2140a6d139900819f51bd688a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The faster growth in Revenue was due to Shopee's increasing take rate, which displays Shopee's ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e4267bc5d33a2153e8624f73ed71540\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Despite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9d27cef61bc9a9058233f7eccc5eaa1\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>AEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c0d6aa930a81ea4fc153b7134dbf9d3\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>On the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before "allocation of the headquarters’ common expenses" was $(0.15), an improvement from last year's $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:</p><blockquote>We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.</blockquote><p><b>Digital Financial Services</b></p><p>SeaMoney's Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fa5ef6efa513d9040963fda42b4b9f2\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9397aec066366f40ec92c24187347a44\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcaf6046cf3c27e00b233a8428eb2d75\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Furthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.</p><p>As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney's AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f0d5a1800fef748694417e8cb8fc9f\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>This is the segment that investors should pay special attention to, given that it has the potential to be Sea's second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney's long-term margin profile.</p><p><b>Group</b></p><p>With that said, let's take a look at how the business is doing as a whole.</p><p>FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38de60bd773f3ef7afc4b2e28aa1c08f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Here, we can see how Revenue is distributed across the different segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a86e59478db8a3a4fdc85897f24410e9\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>What's encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee's aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd978ba4047cc6e20ac6086ba8420a8f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Operating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbdbde2c2ae744f36f8168ed32f94d62\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Most of the Operating Expenses were used for Sales & Marketing purposes. Unsurprisingly, Shopee had the highest S&M burn rate. Discounts, cashback, celebrity promotions... they're everywhere.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5253f186120da17c4cd901e5c442bd1e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>As a result, Operating Profit Margins is still negative, although it is trending in the right direction.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a27b7833551107397c44acefc5ad2475\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>AEBITDA, on the other hand, is plunging. This is due to Garena's falling Bookings and Shoppe's widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d89fb95f74e23e85f8932870c0190bee\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>The guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021's number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.</p><p>On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena's estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae5e9399a838e5f841dcccaffbe673d8\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Because Garena is such an important piece of Shopee's and SeaMoney's growth story, a deceleration in Garena's business had investors reacting so negatively to Sea's latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.</p><p><b>Balance Sheet</b></p><p>Sea's balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc30ee494abc2eda3b75434b96e4a66b\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Adjusting for Sea's debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d3d0030e6518cc4198245f624cc75e1\" tg-width=\"640\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>With net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.</p><p><b>Cash Flow Statement</b></p><p>Here is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0aba061277a1410bb9f3dc176ea0115\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p>Unlike other high-flying growth companies, Sea's Share-Based Compensation expenses are relatively low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81fa229682c8880d6edd35535ef6a747\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author's Analysis</span></p><p><b>Competitive Moats</b></p><p>Based on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.</p><p><b>Brand</b></p><p>As discussed in previous sections, Garena's games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.</p><p><b>Network Effects</b></p><p>The sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world's population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.</p><p>With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c641ac08707cc868b9e6004e2deaf950\" tg-width=\"1200\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee Brazil</span></p><p><b>Barriers To Entry</b></p><p>I believe each of Sea's core businesses is operating in a winner-takes-most environment with high barriers to entry.</p><p>The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena's Free Fire is certainly a blockbuster game and time in Free Fire's game means time away from other mobile games.</p><p>Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.</p><p>Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.</p><p><b>Valuation</b></p><p>Based on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2400cd917e5f6ce8c47ef74a8062093\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><span>Source: Author's Analysis</span></p><p>On the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bed1fd805a89523bbb8fa982bee40079\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>In terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf589a808c84131e9c36aa7b65a5129\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>The valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.</p><p><b>Catalysts</b></p><ul><li><b>Successful International Expansion</b> — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee's growth could turn exponential.</li><li><b>The Metaverse</b> — Sea's withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.</li></ul><blockquote>We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.</blockquote><ul><li><b>Regional SuperApp</b> — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.</li><li><b>Continued Growth In SeaMoney</b> — SeaMoney is still in its early stages and continued adoption of Sea's digital financial services offerings will be a strong addition to Sea's bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.</li><li><b>Free Fire India Ban Lift</b>— Garena's weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea's cash burn problems may be eliminated.</li></ul><p><b>Risks</b></p><ul><li><b>The Pressure to Launch Blockbuster Games</b>— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.</li><li><b>Shopee India Ban</b> — With Free Fire banned in India, there's also the potential for Shoppe to be banned as well.</li><li><b>Failure to Gain Traction in International Markets</b>— Shopee pulled out of France in early March, an indication that Shoppe's business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.</li><li><b>Geopolitical Risks</b>— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.</li><li><b>Local Competition</b>— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.</li></ul><p>In addition, there's a certain level of pride for consumers to see their native-born companies succeed. I'm Indonesian, and it makes me really happy to see GoTo grow and grow.</p><p>GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here's a glance of GoTo's stats for the 12-months ended 30 September 2021:</p><ul><li>Valuation: $26.2 billion to $28.8 billion</li><li>GMV: $28.8 billion</li><li>Revenue: $1 billion</li><li>Gross Orders: 2 billion</li><li>Annual Transacting Users: 55 million</li><li>Driver Partners: 2.5 million</li><li>Merchants: 14 million</li></ul><p>The point is that there are big-time local players operating in Sea's markets that investors should never ignore. Here's a little snippet from my previous Shopee article:</p><blockquote>But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.</blockquote><blockquote>Meanwhile, Sea Limited's stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo's integration, Shopee's vertically-integrated business model doesn't look like a strong competitive advantage anymore.</blockquote><p><b>Conclusion</b></p><p>Each of Sea's core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.</p><p>That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company's unsustainable cash burn rate, which will likely lead to further capital raises in the near future.</p><p>Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.</p><p>Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don't hesitate to share your thoughts as well.</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>Sea Limited: The Three-Headed Monster</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\">\nSea Limited: The Three-Headed Monster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 09:25 GMT+8 <a href=https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220777059","content_text":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea's second cash cow.With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion.Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.undefined undefined/iStock via Getty ImagesI've been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I'm doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let's get started!Investment ThesisSea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company's slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee's losses are also getting worse.The Group's cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea's second cash cow.Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.The three-headed monster is a Buy at these levels.Value PropositionFounded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.Mission: To better the lives of consumers and small businesses with technology.Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea's main value proposition is providing a vertically-integrated experience through its different core businesses.GarenaIts digital entertainment division, Garena, was Sea's first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena's Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor Tower's findings, Free Fire still holds the most downloads globally as of January 2022.Source: SensorTowerGarena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.ShopeePerhaps the most exciting business segment is Sea's mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.Source: ShopeeThrough the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee's two premium shopping platforms, Shopee Mall and Shopee Premium.Along with Shopee's e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:Service by Shopee - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.BuyerProtection - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers' funds in a separate account until delivery is complete, where funds will be released to buyers.Integrated Logistics Services- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.Social Features - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).On-demand Services- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).Shopee's scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee's most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.Source: SensorTowerSeaMoneySeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea's operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney's various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.Through SeaMoney's mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a \"buy now pay later\" payment option, enables consumers to purchase items without accessing credit. For those who are interested, I've written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.Source: SeaBank WebsiteSeaMoney's main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea's other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.Market OpportunitySea's market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let's take a look at each industry that Sea operates in.First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.Source: SensorTowerAccording to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021's total figure. Given Garena's successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity's findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee's vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.Source: e-Conomy SEA 2021Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.Lastly, we have the fintech industry pertaining to SeaMoney. In my PayPal (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea's markets.Source: Ark Invest Big Ideas 2022As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney's other brands will benefit from this trend. Also of important note, SeaMoney's expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.Source: e-Conomy SEA 2021As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.Revenue ModelAs mentioned previously, Sea operates three main business segments.Digital EntertainmentGarena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.Investors should take note of how revenue is recognized for this segment. According to Sea's 10-K:Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.E-commerceShopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.Digital Financial ServicesSeaMoney revenue consists of:Interest and fees from loans granted to commercial customersInterest and fees from Sea's consumer credit business such as SPayLaterCommissions charged to merchants when a customer pays using SeaMoney's mobile walletIncome StatementLet's analyze each of the business segments and then look at the entire Group as a whole.Digital EntertainmentGarena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.Source: Sea Limited Investor Relations and Author's AnalysisThe rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.Source: Sea Limited Investor Relations and Author's AnalysisThe drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3's QAUs of 729 million.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3's 93 million.Source: Sea Limited Investor Relations and Author's AnalysisThe markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea's two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.Source: Sea Limited Investor Relations and Author's AnalysisAs such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.E-CommerceShopee GMV continues its upward march as e-commerce continues to gain traction in Shopee's existing and newer markets. However, we're also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.Source: Sea Limited Investor Relations and Author's AnalysisGMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.Source: Sea Limited Investor Relations and Author's AnalysisThe increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.Source: Sea Limited Investor Relations and Author's AnalysisThe faster growth in Revenue was due to Shopee's increasing take rate, which displays Shopee's ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.Source: Sea Limited Investor Relations and Author's AnalysisDespite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).Source: Sea Limited Investor Relations and Author's AnalysisOn the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before \"allocation of the headquarters’ common expenses\" was $(0.15), an improvement from last year's $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.Digital Financial ServicesSeaMoney's Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.Source: Sea Limited Investor Relations and Author's AnalysisThe growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.Source: Sea Limited Investor Relations and Author's AnalysisThe real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.Source: Sea Limited Investor Relations and Author's AnalysisFurthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney's AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.Source: Sea Limited Investor Relations and Author's AnalysisThis is the segment that investors should pay special attention to, given that it has the potential to be Sea's second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney's long-term margin profile.GroupWith that said, let's take a look at how the business is doing as a whole.FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.Source: Sea Limited Investor Relations and Author's AnalysisHere, we can see how Revenue is distributed across the different segments.Source: Sea Limited Investor Relations and Author's AnalysisWhat's encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee's aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.Source: Sea Limited Investor Relations and Author's AnalysisOperating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.Source: Sea Limited Investor Relations and Author's AnalysisMost of the Operating Expenses were used for Sales & Marketing purposes. Unsurprisingly, Shopee had the highest S&M burn rate. Discounts, cashback, celebrity promotions... they're everywhere.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Operating Profit Margins is still negative, although it is trending in the right direction.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA, on the other hand, is plunging. This is due to Garena's falling Bookings and Shoppe's widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.Source: Sea Limited Investor Relations and Author's AnalysisThe guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021's number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena's estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.Source: Sea Limited FY2021 Q4 Investor PresentationBecause Garena is such an important piece of Shopee's and SeaMoney's growth story, a deceleration in Garena's business had investors reacting so negatively to Sea's latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.Balance SheetSea's balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.Source: Sea Limited FY2021 Q4 Investor PresentationAdjusting for Sea's debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.Source: Sea Limited Investor Relations and Author's AnalysisWith net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.Cash Flow StatementHere is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.Source: Sea Limited Investor Relations and Author's AnalysisUnlike other high-flying growth companies, Sea's Share-Based Compensation expenses are relatively low.Source: Sea Limited Investor Relations and Author's AnalysisCompetitive MoatsBased on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.BrandAs discussed in previous sections, Garena's games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.Network EffectsThe sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world's population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.Source: Shopee BrazilBarriers To EntryI believe each of Sea's core businesses is operating in a winner-takes-most environment with high barriers to entry.The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena's Free Fire is certainly a blockbuster game and time in Free Fire's game means time away from other mobile games.Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and MercadoLibre (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.ValuationBased on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.Source: Author's AnalysisOn the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.Source: KoyfinIn terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.Source: KoyfinThe valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.CatalystsSuccessful International Expansion — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee's growth could turn exponential.The Metaverse — Sea's withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.Regional SuperApp — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.Continued Growth In SeaMoney — SeaMoney is still in its early stages and continued adoption of Sea's digital financial services offerings will be a strong addition to Sea's bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.Free Fire India Ban Lift— Garena's weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea's cash burn problems may be eliminated.RisksThe Pressure to Launch Blockbuster Games— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.Shopee India Ban — With Free Fire banned in India, there's also the potential for Shoppe to be banned as well.Failure to Gain Traction in International Markets— Shopee pulled out of France in early March, an indication that Shoppe's business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.Geopolitical Risks— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.Local Competition— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.In addition, there's a certain level of pride for consumers to see their native-born companies succeed. I'm Indonesian, and it makes me really happy to see GoTo grow and grow.GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here's a glance of GoTo's stats for the 12-months ended 30 September 2021:Valuation: $26.2 billion to $28.8 billionGMV: $28.8 billionRevenue: $1 billionGross Orders: 2 billionAnnual Transacting Users: 55 millionDriver Partners: 2.5 millionMerchants: 14 millionThe point is that there are big-time local players operating in Sea's markets that investors should never ignore. Here's a little snippet from my previous Shopee article:But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.Meanwhile, Sea Limited's stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo's integration, Shopee's vertically-integrated business model doesn't look like a strong competitive advantage anymore.ConclusionEach of Sea's core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company's unsustainable cash burn rate, which will likely lead to further capital raises in the near future.Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don't hesitate to share your thoughts as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006816383,"gmtCreate":1641687758061,"gmtModify":1676533639263,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006816383","repostId":"2201249211","repostType":4,"repost":{"id":"2201249211","pubTimestamp":1641687618,"share":"https://ttm.financial/m/news/2201249211?lang=&edition=fundamental","pubTime":"2022-01-09 08:20","market":"us","language":"en","title":"Could Airbnb Be a Millionaire-Maker Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2201249211","media":"Motley Fool","summary":"The market could be significantly undervaluing this travel platform.","content":"<html><head></head><body><p>It's been quite a ride for<b> Airbnb</b> (NASDAQ:ABNB) since it went public in 2020 with the shares soaring past $200 twice before crashing back down each time. The shares have clearly been hit by shifting levels of concern over the pandemic. Yet the stock is still up about 12% in the past year, and the company commands a sizable market cap of $105 billion.</p><p>Investors might have some pause to buy the stock right now since it still sells at 63 times free cash flow. Yet, the company has a leading position in the travel industry, a history of robust growth, and results are rebounding strongly with revenue up 67% year over year in the third quarter.</p><p>Plus, it's got a large and expanding addressable market and is already showing signs of building a tremendously powerful brand. So even at these high levels, Airbnb could still turn a small investment into a big <a href=\"https://laohu8.com/S/AONE.U\">one</a>. Let's dive deeper.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F660048%2Ftravel-checking-in-room.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Breaking down the numbers</h2><p>If you invested $10,000 in Airbnb stock, it would need to climb 100 times in value to reach $1 million. That's too much to ask for the next 10 years, but it's not unreasonable to expect Airbnb to deliver this amount if you could hold its shares over the next 30 years. That would represent an annualized return of about 16.5%. Not many companies can grow at this rate for that long, but if Airbnb can cement itself as the top brand in travel, it could be one of the few great businesses that make early investors into millionaires.</p><p>It's certainly addressing a large market -- an estimated $3.4 trillion globally each year. Short-term stays, like business trips and weekend getaways, make up about $1.8 trillion of the market with long-term stays and other experiences representing the balance. Long-term stays are a huge growth opportunity, given the increasing interest in remote work. This is why management expects the demand for long-term stays to accelerate coming out of the pandemic.</p><p>Airbnb still has just a fraction of that addressable market, giving it plenty of room for growth. Over the past year, the company's gross booking value came to $41 billion, or just a little over 1% of the total market. Moreover, the market is going to expand. Over the past decade, excluding the blip from the pandemic, travel spending has increased about 3% to 5% annually. If it continues to grow around 4% annually over the next 30 years, that would put Airbnb's addressable market at around $10 trillion.</p><p>Airbnb would need to capture more than a third of that opportunity to grow its gross booking value 100 times, and therefore also see a proportionate increase in revenue and profits, which is what ultimately makes a stock go up.</p><h2>Keys to future growth</h2><p>While it's nearly impossible to forecast exactly what a business will look like way out in the future, here are a few things that should build confidence in Airbnb's growth trajectory.</p><p>For one thing, it has a strong brand. Even if you have never used Airbnb, you likely know a friend or family member who has. After all, there were nearly 80 million nights and experiences booked on Airbnb in the third quarter. A strong brand will be key to capturing a sizable chunk of its addressable market.</p><p>Another good sign: management has been shifting its marketing strategy to be more brand-centric and less dependent on search engines. During the first quarter of 2021, over 90% of Airbnb's traffic came from customers seeking Airbnb directly as opposed to finding it through a marketing channel. That's a sign of growing brand awareness.</p><p>Competition is always a risk since new entrants might emerge down the road, forcing Airbnb to lower service fees to maintain demand and revenue growth. But Airbnb is already widely recognized, which is a competitive advantage. Its name has nearly become a synonym for a place to stay -- similar to how "Google" replaced "search."</p><p>I believe Airbnb's record of growth from its humble beginnings in the co-founders' San Francisco apartment in 2007, the size of the travel opportunity, and its growing brand power point to a long-term winner. I recently bought shares and plan to add further as the business grows, so count me as a believer in this stock's millionaire-making potential.</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>Could Airbnb Be a Millionaire-Maker 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\">\nCould Airbnb Be a Millionaire-Maker Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-09 08:20 GMT+8 <a href=https://www.fool.com/investing/2022/01/08/could-airbnb-be-a-millionaire-maker-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been quite a ride for Airbnb (NASDAQ:ABNB) since it went public in 2020 with the shares soaring past $200 twice before crashing back down each time. The shares have clearly been hit by shifting ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/08/could-airbnb-be-a-millionaire-maker-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","ABNB":"爱彼迎","BK4142":"酒店、度假村与豪华游轮","BK4535":"淡马锡持仓","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.fool.com/investing/2022/01/08/could-airbnb-be-a-millionaire-maker-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201249211","content_text":"It's been quite a ride for Airbnb (NASDAQ:ABNB) since it went public in 2020 with the shares soaring past $200 twice before crashing back down each time. The shares have clearly been hit by shifting levels of concern over the pandemic. Yet the stock is still up about 12% in the past year, and the company commands a sizable market cap of $105 billion.Investors might have some pause to buy the stock right now since it still sells at 63 times free cash flow. Yet, the company has a leading position in the travel industry, a history of robust growth, and results are rebounding strongly with revenue up 67% year over year in the third quarter.Plus, it's got a large and expanding addressable market and is already showing signs of building a tremendously powerful brand. So even at these high levels, Airbnb could still turn a small investment into a big one. Let's dive deeper.Image source: Getty Images.Breaking down the numbersIf you invested $10,000 in Airbnb stock, it would need to climb 100 times in value to reach $1 million. That's too much to ask for the next 10 years, but it's not unreasonable to expect Airbnb to deliver this amount if you could hold its shares over the next 30 years. That would represent an annualized return of about 16.5%. Not many companies can grow at this rate for that long, but if Airbnb can cement itself as the top brand in travel, it could be one of the few great businesses that make early investors into millionaires.It's certainly addressing a large market -- an estimated $3.4 trillion globally each year. Short-term stays, like business trips and weekend getaways, make up about $1.8 trillion of the market with long-term stays and other experiences representing the balance. Long-term stays are a huge growth opportunity, given the increasing interest in remote work. This is why management expects the demand for long-term stays to accelerate coming out of the pandemic.Airbnb still has just a fraction of that addressable market, giving it plenty of room for growth. Over the past year, the company's gross booking value came to $41 billion, or just a little over 1% of the total market. Moreover, the market is going to expand. Over the past decade, excluding the blip from the pandemic, travel spending has increased about 3% to 5% annually. If it continues to grow around 4% annually over the next 30 years, that would put Airbnb's addressable market at around $10 trillion.Airbnb would need to capture more than a third of that opportunity to grow its gross booking value 100 times, and therefore also see a proportionate increase in revenue and profits, which is what ultimately makes a stock go up.Keys to future growthWhile it's nearly impossible to forecast exactly what a business will look like way out in the future, here are a few things that should build confidence in Airbnb's growth trajectory.For one thing, it has a strong brand. Even if you have never used Airbnb, you likely know a friend or family member who has. After all, there were nearly 80 million nights and experiences booked on Airbnb in the third quarter. A strong brand will be key to capturing a sizable chunk of its addressable market.Another good sign: management has been shifting its marketing strategy to be more brand-centric and less dependent on search engines. During the first quarter of 2021, over 90% of Airbnb's traffic came from customers seeking Airbnb directly as opposed to finding it through a marketing channel. That's a sign of growing brand awareness.Competition is always a risk since new entrants might emerge down the road, forcing Airbnb to lower service fees to maintain demand and revenue growth. But Airbnb is already widely recognized, which is a competitive advantage. Its name has nearly become a synonym for a place to stay -- similar to how \"Google\" replaced \"search.\"I believe Airbnb's record of growth from its humble beginnings in the co-founders' San Francisco apartment in 2007, the size of the travel opportunity, and its growing brand power point to a long-term winner. I recently bought shares and plan to add further as the business grows, so count me as a believer in this stock's millionaire-making potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039732647,"gmtCreate":1646119652770,"gmtModify":1676534093365,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039732647","repostId":"1105312471","repostType":4,"repost":{"id":"1105312471","pubTimestamp":1646106015,"share":"https://ttm.financial/m/news/1105312471?lang=&edition=fundamental","pubTime":"2022-03-01 11:40","market":"other","language":"en","title":"Buying the Russia Dip? Consider These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1105312471","media":"Marketwatch","summary":"The Russia-Ukraine crisis has knocked U.S. stocks down, but not as much as European stocks. And that","content":"<html><head></head><body><p>The Russia-Ukraine crisis has knocked U.S. stocks down, but not as much as European stocks. And that’s why investors who want to buy the dip should look overseas.</p><p>The Euro Stoxx 600, the European counterpart of the S&P 500, is off 4.1% since Feb. 10, the day before Russia ratcheted up its saber-rattling and stocks worldwide went into a free fall. The S&P 500 is down 2.9% since then.</p><p>What has sent markets into a tizzy, especially those in Europe, are fears of what economic sanctions imposed on Russia by the West will do to economic growth over time.</p><p>Energy is the X Factor. Oil sanctions on Russia would slash the supply flowing to the U.S. and its allies, driving up oil prices—and in turn gas prices. The pain at the pump would only add to the high inflation that both Europeans and Americans are already dealing with.</p><p>And Europe is getting hammered by natural-gas prices as well. The Dutch TTF Natural Gas Futures price has shot up 37% since Feb. 10; the price of NYMEX, the North American natural gas futures benchmark, is up14%.</p><p>Banking sanctions, too, could hit Europe far harder than the U.S. Over the weekend, the European Union along with the U.K., the U.S., and Canada removed Russia’s most influential banks from SWIFT, an interbank messaging system. The move puts European bank assets especially at risk since Russian banks might not make good on their obligations. Other European businesses also might suffer if they can’t get paid for certain goods and services.</p><p>“The main reason the European markets are down more than the U.S. is because Russia is a major trading partner with Europe,” said Tom Essaye, founder of Sevens Report Research.</p><p>The bigger dip, triggered by the uncertainty triggered by sanctions, makes the upside potential for European stocks greater than for U.S. stocks.</p><p>If the fighting stops, and sanctions are lifted, stocks—it stands to reason—would gain. The Euro Stoxx 600 would gain 4.3% if it reclaimed its Feb. 10 level, better than the 3% for the S&P 500.</p><p>Historically, European stocks have fared well after a geopolitical crisis. The Euro Stoxx 600 averages a 20% gain for the 12 months following a crisis, according to Citigroup, which studied market returns after the 1991 Gulf War, the 2003 Iraq War, and the 2014 Crimean Crisis.</p><p>What investors should remind themselves of, though, is that past performance doesn’t necessarily predict future returns.</p><p>To be sure, more fallout could be coming from Russia’s attack on Ukraine—maybe oil sanctions or maybe a gut punch to European banks over the SWIFT ban. Or the war could rage on, dragging down European stocks even more, making the dipper even bigger—and a better buy.</p><p>Clearly, there’s a lot for investors to chew on.</p></body></html>","source":"market_watch","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>Buying the Russia Dip? Consider These Stocks</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\">\nBuying the Russia Dip? Consider These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-01 11:40 GMT+8 <a href=https://www.marketwatch.com/articles/stock-market-dip-russia-european-stocks-51646083768?mod=search_headline><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Russia-Ukraine crisis has knocked U.S. stocks down, but not as much as European stocks. And that’s why investors who want to buy the dip should look overseas.The Euro Stoxx 600, the European ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/stock-market-dip-russia-european-stocks-51646083768?mod=search_headline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RSX":"俄罗斯ETF-Market Vectors","ERUS":"iShares MSCI Russia ETF"},"source_url":"https://www.marketwatch.com/articles/stock-market-dip-russia-european-stocks-51646083768?mod=search_headline","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1105312471","content_text":"The Russia-Ukraine crisis has knocked U.S. stocks down, but not as much as European stocks. And that’s why investors who want to buy the dip should look overseas.The Euro Stoxx 600, the European counterpart of the S&P 500, is off 4.1% since Feb. 10, the day before Russia ratcheted up its saber-rattling and stocks worldwide went into a free fall. The S&P 500 is down 2.9% since then.What has sent markets into a tizzy, especially those in Europe, are fears of what economic sanctions imposed on Russia by the West will do to economic growth over time.Energy is the X Factor. Oil sanctions on Russia would slash the supply flowing to the U.S. and its allies, driving up oil prices—and in turn gas prices. The pain at the pump would only add to the high inflation that both Europeans and Americans are already dealing with.And Europe is getting hammered by natural-gas prices as well. The Dutch TTF Natural Gas Futures price has shot up 37% since Feb. 10; the price of NYMEX, the North American natural gas futures benchmark, is up14%.Banking sanctions, too, could hit Europe far harder than the U.S. Over the weekend, the European Union along with the U.K., the U.S., and Canada removed Russia’s most influential banks from SWIFT, an interbank messaging system. The move puts European bank assets especially at risk since Russian banks might not make good on their obligations. Other European businesses also might suffer if they can’t get paid for certain goods and services.“The main reason the European markets are down more than the U.S. is because Russia is a major trading partner with Europe,” said Tom Essaye, founder of Sevens Report Research.The bigger dip, triggered by the uncertainty triggered by sanctions, makes the upside potential for European stocks greater than for U.S. stocks.If the fighting stops, and sanctions are lifted, stocks—it stands to reason—would gain. The Euro Stoxx 600 would gain 4.3% if it reclaimed its Feb. 10 level, better than the 3% for the S&P 500.Historically, European stocks have fared well after a geopolitical crisis. The Euro Stoxx 600 averages a 20% gain for the 12 months following a crisis, according to Citigroup, which studied market returns after the 1991 Gulf War, the 2003 Iraq War, and the 2014 Crimean Crisis.What investors should remind themselves of, though, is that past performance doesn’t necessarily predict future returns.To be sure, more fallout could be coming from Russia’s attack on Ukraine—maybe oil sanctions or maybe a gut punch to European banks over the SWIFT ban. Or the war could rage on, dragging down European stocks even more, making the dipper even bigger—and a better buy.Clearly, there’s a lot for investors to chew on.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099535753,"gmtCreate":1643381994846,"gmtModify":1676533814178,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099535753","repostId":"2206187694","repostType":4,"repost":{"id":"2206187694","pubTimestamp":1643381628,"share":"https://ttm.financial/m/news/2206187694?lang=&edition=fundamental","pubTime":"2022-01-28 22:53","market":"us","language":"en","title":"Worried About Market Volatility? Add REITs to Your Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2206187694","media":"Motley Fool","summary":"Real estate investment trusts (REITs) combine real estate and stock ownership with a dividend mandate.","content":"<html><head></head><body><p>Growth stocks command a lot of attention from investors, and for a good reason. Fueled by expectations of future profits, they can and do create wealth at a pace unmatched by perhaps any other legitimate channel available to everyday investors. But that wealth can evaporate even more quickly.</p><p>Then, there are value stocks, those equities trading at less than they appear they should based on the company's underlying fundamentals. In volatile times, such as we're experiencing now, value stocks also can be hard hit by sellers bailing out despite those promising fundamentals.</p><p>Then, there are real estate investment trusts (REITs), which are in their own category as total return investments. REITs buy, sell, own, operate, and finance residential and commercial real estate. They must pass on 90% of their taxable income in the form of dividends, and in the process they can pass on the tax liability to their shareholders. They also must generate at least 75% of that income from rents, interest income, dividends from other REITs, and what they make selling real property.</p><p>That effectively makes the money put into a REIT a real estate investment as well as a stock investment. And real estate has a long history of being a buffer against the markets' vagaries, such as the correction we're seeing now.</p><p>The National Association of Real Estate Investment Trusts (Nareit) -- the big REIT trade group and data source -- says REITs have the lowest correlation with U.S. and global equity indexes among all classes of stocks when looking at monthly total returns from 2000 through 2020.</p><h2><b>Easy access to thriving, inflation-resistant sectors</b></h2><p>Buying REIT shares is a whole lot easier than buying real estate itself, especially if you're interested in, let's say, cell-phone towers, data centers or self-storage businesses. REITs are major players in those segments. Some other REITs own thousands of retail stores and others thousands of single-family rental homes. You can pick and choose the market you're interested in, and because of the reporting required of publicly held companies, you can examine the portfolios themselves to make your own judgment about their performance and potential.</p><p>Keep in mind that total return matters more in REIT investing than sheer price appreciation. They provide income, but they can't be expected to grow share price over the long run at anything close to the pace of a great growth stock.</p><p>Think of them as something more like a value stock with an income-generating feature that can make them a good alternative to bonds or cash for part of your portfolio. Especially since, with some simple research, you can find REITs that outperform the S&P 500 over the long run, as the chart below shows. (<b>Prologis</b> is a leading global provider of warehouse and logistics space.)</p><p><img src=\"https://static.tigerbbs.com/3be454dbe047bf370812ae835c5c110a\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>^SPX data by YCharts.</p><p>Although real estate can be an excellent hedge against inflation, some REITs operate in segments that may be particularly immune to inflation -- industrial REITs are a good example right now.</p><p>Nareit says REITs hold more than $3.5 trillion in gross assets nationwide. There are more than 1,100 in total, most privately held, but there are about 225 publicly traded REITs with a combined market capitalization north of $1 trillion.</p><h2>A total return investment</h2><p>A value stock can quickly become a growth stock and vice versa. But as long as a company remains a REIT (they can undo that structure, but that's rare), it will be a total return investment, offering a flow of passive income that can help ease the pain of falling share prices.</p><p>Add to that their liquidity, transparency, and ability to diversify a portfolio, and REITs can be a smart choice to consider now, in a rocky market with inflation and uncertainty both on the rise. Just remember, these are stocks, not real estate itself. With all that upside comes the risk that goes with owning any stock in any kind of market. But so does the potential reward.</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>Worried About Market Volatility? Add REITs to Your Portfolio</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\">\nWorried About Market Volatility? Add REITs to Your Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 22:53 GMT+8 <a href=https://www.fool.com/investing/2022/01/28/worried-about-market-volatility-add-reits-to-your/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks command a lot of attention from investors, and for a good reason. Fueled by expectations of future profits, they can and do create wealth at a pace unmatched by perhaps any other ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/28/worried-about-market-volatility-add-reits-to-your/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/01/28/worried-about-market-volatility-add-reits-to-your/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206187694","content_text":"Growth stocks command a lot of attention from investors, and for a good reason. Fueled by expectations of future profits, they can and do create wealth at a pace unmatched by perhaps any other legitimate channel available to everyday investors. But that wealth can evaporate even more quickly.Then, there are value stocks, those equities trading at less than they appear they should based on the company's underlying fundamentals. In volatile times, such as we're experiencing now, value stocks also can be hard hit by sellers bailing out despite those promising fundamentals.Then, there are real estate investment trusts (REITs), which are in their own category as total return investments. REITs buy, sell, own, operate, and finance residential and commercial real estate. They must pass on 90% of their taxable income in the form of dividends, and in the process they can pass on the tax liability to their shareholders. They also must generate at least 75% of that income from rents, interest income, dividends from other REITs, and what they make selling real property.That effectively makes the money put into a REIT a real estate investment as well as a stock investment. And real estate has a long history of being a buffer against the markets' vagaries, such as the correction we're seeing now.The National Association of Real Estate Investment Trusts (Nareit) -- the big REIT trade group and data source -- says REITs have the lowest correlation with U.S. and global equity indexes among all classes of stocks when looking at monthly total returns from 2000 through 2020.Easy access to thriving, inflation-resistant sectorsBuying REIT shares is a whole lot easier than buying real estate itself, especially if you're interested in, let's say, cell-phone towers, data centers or self-storage businesses. REITs are major players in those segments. Some other REITs own thousands of retail stores and others thousands of single-family rental homes. You can pick and choose the market you're interested in, and because of the reporting required of publicly held companies, you can examine the portfolios themselves to make your own judgment about their performance and potential.Keep in mind that total return matters more in REIT investing than sheer price appreciation. They provide income, but they can't be expected to grow share price over the long run at anything close to the pace of a great growth stock.Think of them as something more like a value stock with an income-generating feature that can make them a good alternative to bonds or cash for part of your portfolio. Especially since, with some simple research, you can find REITs that outperform the S&P 500 over the long run, as the chart below shows. (Prologis is a leading global provider of warehouse and logistics space.)^SPX data by YCharts.Although real estate can be an excellent hedge against inflation, some REITs operate in segments that may be particularly immune to inflation -- industrial REITs are a good example right now.Nareit says REITs hold more than $3.5 trillion in gross assets nationwide. There are more than 1,100 in total, most privately held, but there are about 225 publicly traded REITs with a combined market capitalization north of $1 trillion.A total return investmentA value stock can quickly become a growth stock and vice versa. But as long as a company remains a REIT (they can undo that structure, but that's rare), it will be a total return investment, offering a flow of passive income that can help ease the pain of falling share prices.Add to that their liquidity, transparency, and ability to diversify a portfolio, and REITs can be a smart choice to consider now, in a rocky market with inflation and uncertainty both on the rise. Just remember, these are stocks, not real estate itself. With all that upside comes the risk that goes with owning any stock in any kind of market. But so does the potential reward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079507632,"gmtCreate":1657211464226,"gmtModify":1676535970560,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079507632","repostId":"1105427498","repostType":4,"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025631785,"gmtCreate":1653668995547,"gmtModify":1676535324491,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025631785","repostId":"2238387186","repostType":4,"repost":{"id":"2238387186","pubTimestamp":1653660205,"share":"https://ttm.financial/m/news/2238387186?lang=&edition=fundamental","pubTime":"2022-05-27 22:03","market":"us","language":"en","title":"Alibaba Earnings: Back Up The Truck","url":"https://stock-news.laohu8.com/highlight/detail?id=2238387186","media":"seekingalpha","summary":"SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectatio","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.</li><li>Expectations were low heading into the release.</li><li>At this point, BABA has gotten beaten down to the point of absurdity.</li><li>In this article I dissect Alibaba's Q4 earnings release and explain why I'm still long despite all the challenges.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb3d9594de3e32459d994aa3977dc753\" tg-width=\"1080\" tg-height=\"718\" referrerpolicy=\"no-referrer\"/><span>Michael Loccisano/Getty Images Entertainment</span></p><p><b>Alibaba Group Holding Limited</b> (NYSE:BABA) just released its fourth quarter earnings. The release beat expectations on revenue as well as on EPS. The $3 billion year-over-year increase in revenue showed that BABA was able to crankout strong sales growth even amid China’s lockdowns and other macroeconomic headwinds.</p><p>Alibaba had a lot of things working in its favor going into its Q2 release. The company had negative earnings in the prior year quarter, which meant that the comparisons were soft this time around. The company was caught off guard by some lockdowns in major Chinese cities, but it wasn’t until Q2 (Alibaba’s fiscal Q1) that they became truly widespread. Additionally, BABA enjoyed a significant increase in web traffic in Q4 across virtually all of its online channels. Despite these two factors working in BABA’s favor, analysts still cut estimates repeatedly throughout the quarter, leading to weak expectations.</p><p>So, Alibaba had many advantages heading into this release. Which is why it was not surprising that earnings beat expectations. In Q4, Alibaba put most of its 2021 tech crackdown damage behind it. We’re beginning to see the effects of that today.</p><p>With a solid fourth quarter under its belt, Alibaba has a good foundation to build from. While the upcoming quarterly release is likely to be weak due to China’s heavy Q2 lockdowns, BABA will once again have soft comparisons in the September quarter. This lends credence to the idea that 2022 will be the year when Alibaba recovers–although the process may take longer than we initially thought.</p><p><b>Earnings Recap</b></p><p>For the fourth quarter, Alibaba delivered strong earnings, beating on both the top and bottom lines. Some highlights include:</p><ul><li><p>Revenue: $32.1 billion, up 9% (beat by $3 billion);</p></li><li><p>Operating income: $2.6 billion;</p></li><li><p>GAAP earnings: $-2.5 billion;</p></li><li><p>Adjusted earnings: $3.1 billion;</p></li><li><p>Diluted EPS: $1.25, down 23% (beat by $0.16);</p></li><li><p>Operating cash flow: $-1.1 billion.</p></li></ul><p>Pretty strong results, all things considered. Even with lockdowns taking place in the fourth quarter, Alibaba managed to grow its revenue by billions of dollars.</p><p>A few metrics in the release were particularly surprising, such as the 8% growth in core commerce. Going into the release, many investors expected the core eCommerce segment to weigh on results, as China was going through lockdowns in Q4. In past quarters, that segment underperformed relative to the cloud segment. This time around, that trend reversed. In Q4, Alibaba Cloud lost its biggest customer, which resulted in the segment growing by only 21%. Alibaba Cloud has long been considered a major potential growth driver for BABA, so its comparative under-performance in Q4 was a disappointment.</p><p>The cloud segment is worth exploring in detail. In the earnings release, BABA said that “a top customer” cut out its use of Alibaba cloud due to slowing demand in China. It did not specify the identity of the customer. The customer also apparently ceased using Alibaba Cloud in its international business, though it declined to say why. According to Alibaba, cloud growth would have been 29% had this customer not stopped using the service.</p><p>So, although Alibaba Cloud growth decelerated significantly in Q4, there is reason to think that it will pick up again. The 29% growth that Alibaba Cloud would have delivered had this customer still been in the picture would have been commensurate with past quarters, meaning that BABA would not have experienced deceleration. If Alibaba can get that customer back, then its growth could accelerate in the near future.</p><p><b>Competitors’ Results</b></p><p>To truly understand Alibaba’s Q4 results, we need to check in on how the company’s competitors have been doing. It’s well known that China’s government wants to increase competition in the tech sector, and this has been cited as a headwind for Alibaba. Given this, it makes sense to look at some of BABA’s competitors’ recent releases. Armed with this information, we can gauge how much of an advantage or disadvantage BABA has going forward.</p><p>First, let’s look at <b>JD.com, Inc.</b> (JD). JD’s earnings release was mixed. Revenue beat expectations, growing 18%, as did adjusted earnings. GAAP earnings, on the other hand, missed by a pretty wide margin, coming in at $-0.29, compared to $-0.02 expected. It wasn’t a great release, but the growth in revenue shows that one of BABA’s competitors is increasing its presence in the market. That could be thought of as a negative for BABA.</p><p>Next up we have <b>Pinduoduo Inc.</b> (PDD). PDD’s most recent release showed its slowest revenue growth in years. Coming in at 3%, the company’s revenue decelerated dramatically. That was definitely a positive for Alibaba. Pinduoduo’s popular group purchase model in agricultural goods could have made it a real competitor to BABA had it branched out into more product categories. Now that PDD’s growth is slowing down, it looks like the possible competitive threat has eased off. (<a href=\"https://ttm.financial/NW/1123192288\" target=\"_blank\">Pinduoduo has announced its quarterly results</a>)</p><p><b>Valuation</b></p><p>Alibaba’s Q4 results are particularly encouraging when we consider them along with the company’s valuation. Alibaba’s recent earnings beat expectations, yet the company’s stock is still very cheap, boasting valuation multiples like:</p><ul><li><p>Adjusted P/E: 9.5;</p></li><li><p>GAAP P/E: 21.9;</p></li><li><p>Price/sales: 1.69;</p></li><li><p>Price/book: 1.44;</p></li><li><p>Price/operating cash flow: 8.</p></li></ul><p>The above metrics strongly hint at a company that may be undervalued. BABA is, quite frankly, priced like it’s going out of business. Its price/book multiple is approaching a level where the company would be trading below the value of assets, net of debt, if its stock went much lower. In fact, Alibaba could reach the point where it’s trading below book value this quarter if its stock portfolio increases in value.</p><p>Alibaba is known to hold a lot of stocks and other marketable securities on its balance sheet. In recent quarters, this factor has been reducing the company’s GAAP earnings, as GAAP accounting rules state that you have to subtract mark-to-market losses on securities from net income, even if the losses weren’t realized. It’s a peculiar accounting rule that Warren Buffett has criticized due to it producing “earnings” that don’t reflect operating performance. It is true that mark-to-market accounting produces earnings that have nothing to do with business performance. However, this exact same factor could push BABA’s assets and earnings higher in the future, leading to an even lower price/book multiple and even greater perceived undervaluation.</p><p><b>Risks and Challenges</b></p><p>As we’ve seen, Alibaba is a strong player in China’s eCommerce industry that just put out a better-than-expected earnings release. Its stock is also very cheap. Taking all of this together, one gets the sense of a great value.</p><p>However, there are several risks and challenges to keep in mind, including:</p><ul><li><p><b>June quarter earnings.</b>It’s quite likely that Alibaba’s June quarter earnings will be weak. There were at least two full months of severe lockdowns in several Chinese cities in Q1. At the peak, more than 400 million Chinese citizens were locked down. There were some lockdowns in the just-reported quarter, but they weren’t as strict, and they didn’t affect as many people. There are already early signs that the Q2 lockdowns hit BABA pretty hard. BABA’s web traffic severely declined in April after rising in March. This suggests that, possibly, Chinese citizens were spending less money due to lockdown-induced supply constraints, or income loss.</p></li><li><p><b>Lockdowns.</b>Related to the June quarter earnings release is the prospect of Chinese lockdowns in general. China still officially maintains a “Zero COVID policy” which means that it is willing to use lockdowns to combat even small numbers of cases. This can lead to less retail spending when it occurs, which is a bad thing for online retail platforms like the ones BABA operates.</p></li><li><p><b>A renewed tech regulation.</b>China’s tech regulation was the biggest single factor behind Alibaba’s crash in 2021. The regulation resulted in BABA taking a $2.8 billion fine, a tax hike, and a host of other challenges. At the start of this year, it was looking like the regulation was still ongoing. The government was just about to launch a new inquiry into Ant Group when the COVID outbreak hit and the anti-trust inquiries were put on hold. Since then, China’s policy has been to support the markets rather than pressure them. However, there is always the possibility that the regulation will flare up again. If it does, it could cost BABA some money.</p></li><li><p><b>The macro climate.</b>China’s macroeconomic environment could be considered a short term risk factor for Alibaba. China’s retail spending growth was -11% in April. It could continue to be negative if China continues to pursue its aggressive stance on COVID. Additionally, China will face softer export growth should the U.S. enter the recession that many expect, and is still dealing with the economic fallout from the collapse of Evergrande. Taking all of these factors together, we get a picture of a decidedly challenging macroeconomic environment.</p></li></ul><p>If you’re considering taking a position in Alibaba, you’ll want to give the risk factors above a good hard mulling over. To my mind, BABA stock is a good value, because the stock is cheap and the company has a good competitive position. But a stock facing this many risk factors isn’t for everyone. It has been a volatile ride so far, and probably will be for the foreseeable future.</p><p>As for me, I plan to continue holding BABA. For an investor with a long time horizon, there are few better deals in the market today. A lot of people in this market speak of <b>Meta Platforms, Inc.</b> (FB) as a value stock, yet its multiples areall higher than BABA’sdespite it having slower revenue growth. Alibaba is the kind of rock bottom bargain you rarely see anywhere other than China, which is why I remain long this stock despite all of the risk factors it faces.</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>Alibaba Earnings: Back Up The Truck</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 Earnings: Back Up The Truck\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-27 22:03 GMT+8 <a href=https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectations were low heading into the release.At this point, BABA has gotten beaten down to the point of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2238387186","content_text":"SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectations were low heading into the release.At this point, BABA has gotten beaten down to the point of absurdity.In this article I dissect Alibaba's Q4 earnings release and explain why I'm still long despite all the challenges.Michael Loccisano/Getty Images EntertainmentAlibaba Group Holding Limited (NYSE:BABA) just released its fourth quarter earnings. The release beat expectations on revenue as well as on EPS. The $3 billion year-over-year increase in revenue showed that BABA was able to crankout strong sales growth even amid China’s lockdowns and other macroeconomic headwinds.Alibaba had a lot of things working in its favor going into its Q2 release. The company had negative earnings in the prior year quarter, which meant that the comparisons were soft this time around. The company was caught off guard by some lockdowns in major Chinese cities, but it wasn’t until Q2 (Alibaba’s fiscal Q1) that they became truly widespread. Additionally, BABA enjoyed a significant increase in web traffic in Q4 across virtually all of its online channels. Despite these two factors working in BABA’s favor, analysts still cut estimates repeatedly throughout the quarter, leading to weak expectations.So, Alibaba had many advantages heading into this release. Which is why it was not surprising that earnings beat expectations. In Q4, Alibaba put most of its 2021 tech crackdown damage behind it. We’re beginning to see the effects of that today.With a solid fourth quarter under its belt, Alibaba has a good foundation to build from. While the upcoming quarterly release is likely to be weak due to China’s heavy Q2 lockdowns, BABA will once again have soft comparisons in the September quarter. This lends credence to the idea that 2022 will be the year when Alibaba recovers–although the process may take longer than we initially thought.Earnings RecapFor the fourth quarter, Alibaba delivered strong earnings, beating on both the top and bottom lines. Some highlights include:Revenue: $32.1 billion, up 9% (beat by $3 billion);Operating income: $2.6 billion;GAAP earnings: $-2.5 billion;Adjusted earnings: $3.1 billion;Diluted EPS: $1.25, down 23% (beat by $0.16);Operating cash flow: $-1.1 billion.Pretty strong results, all things considered. Even with lockdowns taking place in the fourth quarter, Alibaba managed to grow its revenue by billions of dollars.A few metrics in the release were particularly surprising, such as the 8% growth in core commerce. Going into the release, many investors expected the core eCommerce segment to weigh on results, as China was going through lockdowns in Q4. In past quarters, that segment underperformed relative to the cloud segment. This time around, that trend reversed. In Q4, Alibaba Cloud lost its biggest customer, which resulted in the segment growing by only 21%. Alibaba Cloud has long been considered a major potential growth driver for BABA, so its comparative under-performance in Q4 was a disappointment.The cloud segment is worth exploring in detail. In the earnings release, BABA said that “a top customer” cut out its use of Alibaba cloud due to slowing demand in China. It did not specify the identity of the customer. The customer also apparently ceased using Alibaba Cloud in its international business, though it declined to say why. According to Alibaba, cloud growth would have been 29% had this customer not stopped using the service.So, although Alibaba Cloud growth decelerated significantly in Q4, there is reason to think that it will pick up again. The 29% growth that Alibaba Cloud would have delivered had this customer still been in the picture would have been commensurate with past quarters, meaning that BABA would not have experienced deceleration. If Alibaba can get that customer back, then its growth could accelerate in the near future.Competitors’ ResultsTo truly understand Alibaba’s Q4 results, we need to check in on how the company’s competitors have been doing. It’s well known that China’s government wants to increase competition in the tech sector, and this has been cited as a headwind for Alibaba. Given this, it makes sense to look at some of BABA’s competitors’ recent releases. Armed with this information, we can gauge how much of an advantage or disadvantage BABA has going forward.First, let’s look at JD.com, Inc. (JD). JD’s earnings release was mixed. Revenue beat expectations, growing 18%, as did adjusted earnings. GAAP earnings, on the other hand, missed by a pretty wide margin, coming in at $-0.29, compared to $-0.02 expected. It wasn’t a great release, but the growth in revenue shows that one of BABA’s competitors is increasing its presence in the market. That could be thought of as a negative for BABA.Next up we have Pinduoduo Inc. (PDD). PDD’s most recent release showed its slowest revenue growth in years. Coming in at 3%, the company’s revenue decelerated dramatically. That was definitely a positive for Alibaba. Pinduoduo’s popular group purchase model in agricultural goods could have made it a real competitor to BABA had it branched out into more product categories. Now that PDD’s growth is slowing down, it looks like the possible competitive threat has eased off. (Pinduoduo has announced its quarterly results)ValuationAlibaba’s Q4 results are particularly encouraging when we consider them along with the company’s valuation. Alibaba’s recent earnings beat expectations, yet the company’s stock is still very cheap, boasting valuation multiples like:Adjusted P/E: 9.5;GAAP P/E: 21.9;Price/sales: 1.69;Price/book: 1.44;Price/operating cash flow: 8.The above metrics strongly hint at a company that may be undervalued. BABA is, quite frankly, priced like it’s going out of business. Its price/book multiple is approaching a level where the company would be trading below the value of assets, net of debt, if its stock went much lower. In fact, Alibaba could reach the point where it’s trading below book value this quarter if its stock portfolio increases in value.Alibaba is known to hold a lot of stocks and other marketable securities on its balance sheet. In recent quarters, this factor has been reducing the company’s GAAP earnings, as GAAP accounting rules state that you have to subtract mark-to-market losses on securities from net income, even if the losses weren’t realized. It’s a peculiar accounting rule that Warren Buffett has criticized due to it producing “earnings” that don’t reflect operating performance. It is true that mark-to-market accounting produces earnings that have nothing to do with business performance. However, this exact same factor could push BABA’s assets and earnings higher in the future, leading to an even lower price/book multiple and even greater perceived undervaluation.Risks and ChallengesAs we’ve seen, Alibaba is a strong player in China’s eCommerce industry that just put out a better-than-expected earnings release. Its stock is also very cheap. Taking all of this together, one gets the sense of a great value.However, there are several risks and challenges to keep in mind, including:June quarter earnings.It’s quite likely that Alibaba’s June quarter earnings will be weak. There were at least two full months of severe lockdowns in several Chinese cities in Q1. At the peak, more than 400 million Chinese citizens were locked down. There were some lockdowns in the just-reported quarter, but they weren’t as strict, and they didn’t affect as many people. There are already early signs that the Q2 lockdowns hit BABA pretty hard. BABA’s web traffic severely declined in April after rising in March. This suggests that, possibly, Chinese citizens were spending less money due to lockdown-induced supply constraints, or income loss.Lockdowns.Related to the June quarter earnings release is the prospect of Chinese lockdowns in general. China still officially maintains a “Zero COVID policy” which means that it is willing to use lockdowns to combat even small numbers of cases. This can lead to less retail spending when it occurs, which is a bad thing for online retail platforms like the ones BABA operates.A renewed tech regulation.China’s tech regulation was the biggest single factor behind Alibaba’s crash in 2021. The regulation resulted in BABA taking a $2.8 billion fine, a tax hike, and a host of other challenges. At the start of this year, it was looking like the regulation was still ongoing. The government was just about to launch a new inquiry into Ant Group when the COVID outbreak hit and the anti-trust inquiries were put on hold. Since then, China’s policy has been to support the markets rather than pressure them. However, there is always the possibility that the regulation will flare up again. If it does, it could cost BABA some money.The macro climate.China’s macroeconomic environment could be considered a short term risk factor for Alibaba. China’s retail spending growth was -11% in April. It could continue to be negative if China continues to pursue its aggressive stance on COVID. Additionally, China will face softer export growth should the U.S. enter the recession that many expect, and is still dealing with the economic fallout from the collapse of Evergrande. Taking all of these factors together, we get a picture of a decidedly challenging macroeconomic environment.If you’re considering taking a position in Alibaba, you’ll want to give the risk factors above a good hard mulling over. To my mind, BABA stock is a good value, because the stock is cheap and the company has a good competitive position. But a stock facing this many risk factors isn’t for everyone. It has been a volatile ride so far, and probably will be for the foreseeable future.As for me, I plan to continue holding BABA. For an investor with a long time horizon, there are few better deals in the market today. A lot of people in this market speak of Meta Platforms, Inc. (FB) as a value stock, yet its multiples areall higher than BABA’sdespite it having slower revenue growth. Alibaba is the kind of rock bottom bargain you rarely see anywhere other than China, which is why I remain long this stock despite all of the risk factors it faces.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083241974,"gmtCreate":1650127001843,"gmtModify":1676534652764,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083241974","repostId":"1133070824","repostType":4,"repost":{"id":"1133070824","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":1649399100,"share":"https://ttm.financial/m/news/1133070824?lang=&edition=fundamental","pubTime":"2022-04-08 14:25","market":"us","language":"en","title":"Reminder: Holiday Trading Hours during Good Friday and Easter","url":"https://stock-news.laohu8.com/highlight/detail?id=1133070824","media":"Tiger Newspress","summary":"U.S. stock markets will be closed Friday, April 15in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financi","content":"<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won't be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</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>Reminder: Holiday Trading Hours during Good Friday and Easter</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\">\nReminder: Holiday Trading Hours during Good Friday and Easter\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\">2022-04-08 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won't be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</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":"1133070824","content_text":"U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.U.S. commodities markets including gold and oil futures also won't be open for trading Friday.Singapore stock markets will also close on Good Friday.Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.A-shares (Northbound) will be closed to April 18 from April 14.Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014480228,"gmtCreate":1649695618261,"gmtModify":1676534552754,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014480228","repostId":"2226683093","repostType":4,"repost":{"id":"2226683093","pubTimestamp":1649691304,"share":"https://ttm.financial/m/news/2226683093?lang=&edition=fundamental","pubTime":"2022-04-11 23:35","market":"us","language":"en","title":"3 of the Smartest Stocks to Buy in a Fed-Induced Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2226683093","media":"Motley Fool","summary":"A tumbling stock market is the ideal time to put your money to work in these rock-solid companies.","content":"<html><head></head><body><p>A little over a year ago, things couldn't have been better for Wall Street. The major U.S. indexes were a year removed from their pandemic bottom and had delivered <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the strongest bounces from a bear-market in history. What's more, there was abundant access to cheap capital and the Federal Reserve was intent on maintaining its dovish monetary stance.</p><p>But over the past 12 months, the wheels fell off the wagon in dramatic fashion -- and the nation's central bank may be to blame.</p><p>While no one ever said overseeing monetary policy for the largest economy in the world would be easy, in hindsight the Fed left its foot on the accelerator for far too long. A combination of historically low lending rates and ongoing quantitative easing measures designed to drive down long-term bond yields has played a big role in sending the U.S. inflation rate to a four-decade high. In fact, a good argument can be made that the growth-focused <b>Nasdaq Composite</b>'s brief tumble into bear market territory was primarily Fed-induced.</p><p>Although big drops in the market can be scary at times -- especially when they're caused by the Fed shifting course -- they're historically the best time to put your money to work. That's because all notable declines are eventually erased by a bull market rally.</p><p>Below are three of the smartest stocks investors can buy in a Fed-driven bear market.</p><h2><a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></h2><p>The first stock investors would be wise to buy in a Fed-induced bear market is conglomerate <b>Berkshire Hathaway</b> ( BRK.A )( BRK.B).</p><p>Berkshire may not be a household name, but its CEO, billionaire Warren Buffett, probably is. Since taking over as CEO of the company in 1965, Buffett has overseen more than $760 billion in valuation creation for shareholders (himself included), and he's led Berkshire's Class A shares (BRK.A) to an average annual gain of just over 20%. In aggregate, we're talking about an increase of 4,210,069%, as of April 7.</p><p>One of Buffett's not-so-subtle secrets to success is that he's packed Berkshire Hathaway's portfolio with cyclical companies. These are businesses that thrive when the economy is firing on all cylinders and struggle a bit when recessions strike. Instead of trying to time these inevitable downturns, Buffett has positioned Berkshire Hathaway and its investment portfolio to take advantage of long-winded expansions. After all, economic expansions last considerably longer than recessions.</p><p>Something else to consider is that a sizable percentage of Berkshire Hathaway's owned and invested assets are in the financial sector. The Fed has made clear that it intends to reduce its balance sheet (i.e., sell Treasury bonds) and raise interest rates. Higher lending rates will be a boon for bank stocks that have variable-rate outstanding loans, and it'll also allow insurance companies to generate more interest income on their float (i.e., their unused premium). In short, Berkshire Hathaway is well-positioned to navigate a rising-rate environment.</p><p>Berkshire Hathaway's success is also a function of Buffett's love for dividend stocks. Companies that pay a dividend are often profitable, time-tested, and have transparent long-term outlooks. This year, Berkshire should collect in excess of $5 billion in dividend income, with north of $4 billion coming from just a half-dozen holdings.</p><p>Long story short, riding Buffett's coattails has long been a moneymaking investment strategy.</p><p><img src=\"https://static.tigerbbs.com/258390c72eb8866a0650f6b06661fd51\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings</a></h2><p>Just because the stock market is falling and the Fed is scrambling to control historically high inflation, it doesn't mean growth stocks are off-limits for patient investors. A perfect example of a fast-paced company that's a smart buy is cybersecurity stock <b>CrowdStrike Holdings</b> (CRWD).</p><p>Since the pandemic began more than two years ago, businesses have accelerated the pace at which they've moved data online and into the cloud. Given that hackers and robots don't take time off just because Wall Street had a bad day, the onus of protecting this data is increasingly falling onto third-party providers like CrowdStrike. Put another way, cybersecurity has evolved from an optional to essential service over the past two-plus decades.</p><p>While the cybersecurity industry should be home to a number of winners, CrowdStrike really stands out for its cloud-native Falcon security platform. Falcon oversees approximately 1 trillion events <i>per day</i> and relies on artificial intelligence to grow more efficient at recognizing and responding to potential end-user threats. CrowdStrike isn't the cheapest solution in cybersecurity, but its gross retention rate of 98% suggests it's one of the best.</p><p>Additional proof of Falcon's success can be seen in CrowdStrike's subscriber figures and organic growth rate. Over the past five years, the company's subscriber count has grown by an annual average of 105%. What's more, CrowdStrike has reported 16 consecutive quarters with a dollar-based retention rate of at least 120%. This is a fancy way of saying that existing clients spent at least 20% more on a year-over-year basis for four consecutive years (16 quarters).</p><p>As the premier name in cybersecurity, any significant pullback in a Fed-driven bear market should be viewed as a buying opportunity.</p><p><img src=\"https://static.tigerbbs.com/b13f98298635a74f4491a99bf47eeded\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a></h2><p>A third exceptionally smart stock to buy during a Fed-induced bear market is pharmacy chain <b>Walgreens Boots Alliance</b> (WBA).</p><p>Generally, healthcare stocks are nearly impervious to wild vacillations in the stock market and, to some extent, the U.S. economy. Because we can't control when we get sick, there's always demand for prescription drugs, medical devices, and healthcare services.</p><p>However, Walgreens proved to be a bit of an exception to this rule during the initial stages of the COVID-19 pandemic. Since pharmacy chains are reliant on foot traffic into their stores, the pandemic put a hurting on Walgreens and its peers for a couple of quarters. With the worst of the pandemic likely in the rearview mirror, Walgreens looks poised to shine no matter what the nation's central bank does on the interest rate front.</p><p>What makes Walgreens Boots Alliance such an attractive investment is the company's multipoint strategy to lift its margins and organic growth rate. As an example, Walgreens has slashed more than $2 billion in annual operating expenses a full year ahead of schedule. At the same time, it's spent aggressively on digitization initiatives that'll promote direct-to-consumer sales. Even though its brick-and-mortar locations will remain its primary revenue driver, the convenience of online sales should have no trouble boosting the company's organic growth rate.</p><p>Speaking of organic growth, Walgreens has also partnered with and invested in VillageMD. The two have opened more than 100 full-service clinics nationwide, as of Feb. 28, 2022, with the goal of reaching at least 600 clinics in more than 30 U.S. markets by the end of 2025. The key here is that these are full-service, physician-staffed clinics, and can therefore handle much more than administering a vaccine. The ability to court repeat clients and funnel those patients to Walgreens' pharmacy should help improve brand loyalty and the company's bottom line.</p><p>With Walgreens valued at just 9 times Wall Street's forecast earnings for fiscal 2022 (ended Aug. 31, 2022), now is the perfect time to pounce.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 of the Smartest Stocks to Buy in a Fed-Induced Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 of the Smartest Stocks to Buy in a Fed-Induced Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-11 23:35 GMT+8 <a href=https://www.fool.com/investing/2022/04/11/3-smartest-stocks-buy-in-a-fed-induced-bear-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A little over a year ago, things couldn't have been better for Wall Street. The major U.S. indexes were a year removed from their pandemic bottom and had delivered one of the strongest bounces from a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/11/3-smartest-stocks-buy-in-a-fed-induced-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","WBA":"沃尔格林联合博姿","BRK.B":"伯克希尔B","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2022/04/11/3-smartest-stocks-buy-in-a-fed-induced-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226683093","content_text":"A little over a year ago, things couldn't have been better for Wall Street. The major U.S. indexes were a year removed from their pandemic bottom and had delivered one of the strongest bounces from a bear-market in history. What's more, there was abundant access to cheap capital and the Federal Reserve was intent on maintaining its dovish monetary stance.But over the past 12 months, the wheels fell off the wagon in dramatic fashion -- and the nation's central bank may be to blame.While no one ever said overseeing monetary policy for the largest economy in the world would be easy, in hindsight the Fed left its foot on the accelerator for far too long. A combination of historically low lending rates and ongoing quantitative easing measures designed to drive down long-term bond yields has played a big role in sending the U.S. inflation rate to a four-decade high. In fact, a good argument can be made that the growth-focused Nasdaq Composite's brief tumble into bear market territory was primarily Fed-induced.Although big drops in the market can be scary at times -- especially when they're caused by the Fed shifting course -- they're historically the best time to put your money to work. That's because all notable declines are eventually erased by a bull market rally.Below are three of the smartest stocks investors can buy in a Fed-driven bear market.Berkshire HathawayThe first stock investors would be wise to buy in a Fed-induced bear market is conglomerate Berkshire Hathaway ( BRK.A )( BRK.B).Berkshire may not be a household name, but its CEO, billionaire Warren Buffett, probably is. Since taking over as CEO of the company in 1965, Buffett has overseen more than $760 billion in valuation creation for shareholders (himself included), and he's led Berkshire's Class A shares (BRK.A) to an average annual gain of just over 20%. In aggregate, we're talking about an increase of 4,210,069%, as of April 7.One of Buffett's not-so-subtle secrets to success is that he's packed Berkshire Hathaway's portfolio with cyclical companies. These are businesses that thrive when the economy is firing on all cylinders and struggle a bit when recessions strike. Instead of trying to time these inevitable downturns, Buffett has positioned Berkshire Hathaway and its investment portfolio to take advantage of long-winded expansions. After all, economic expansions last considerably longer than recessions.Something else to consider is that a sizable percentage of Berkshire Hathaway's owned and invested assets are in the financial sector. The Fed has made clear that it intends to reduce its balance sheet (i.e., sell Treasury bonds) and raise interest rates. Higher lending rates will be a boon for bank stocks that have variable-rate outstanding loans, and it'll also allow insurance companies to generate more interest income on their float (i.e., their unused premium). In short, Berkshire Hathaway is well-positioned to navigate a rising-rate environment.Berkshire Hathaway's success is also a function of Buffett's love for dividend stocks. Companies that pay a dividend are often profitable, time-tested, and have transparent long-term outlooks. This year, Berkshire should collect in excess of $5 billion in dividend income, with north of $4 billion coming from just a half-dozen holdings.Long story short, riding Buffett's coattails has long been a moneymaking investment strategy.Image source: Getty Images.CrowdStrike HoldingsJust because the stock market is falling and the Fed is scrambling to control historically high inflation, it doesn't mean growth stocks are off-limits for patient investors. A perfect example of a fast-paced company that's a smart buy is cybersecurity stock CrowdStrike Holdings (CRWD).Since the pandemic began more than two years ago, businesses have accelerated the pace at which they've moved data online and into the cloud. Given that hackers and robots don't take time off just because Wall Street had a bad day, the onus of protecting this data is increasingly falling onto third-party providers like CrowdStrike. Put another way, cybersecurity has evolved from an optional to essential service over the past two-plus decades.While the cybersecurity industry should be home to a number of winners, CrowdStrike really stands out for its cloud-native Falcon security platform. Falcon oversees approximately 1 trillion events per day and relies on artificial intelligence to grow more efficient at recognizing and responding to potential end-user threats. CrowdStrike isn't the cheapest solution in cybersecurity, but its gross retention rate of 98% suggests it's one of the best.Additional proof of Falcon's success can be seen in CrowdStrike's subscriber figures and organic growth rate. Over the past five years, the company's subscriber count has grown by an annual average of 105%. What's more, CrowdStrike has reported 16 consecutive quarters with a dollar-based retention rate of at least 120%. This is a fancy way of saying that existing clients spent at least 20% more on a year-over-year basis for four consecutive years (16 quarters).As the premier name in cybersecurity, any significant pullback in a Fed-driven bear market should be viewed as a buying opportunity.Image source: Getty Images.Walgreens Boots AllianceA third exceptionally smart stock to buy during a Fed-induced bear market is pharmacy chain Walgreens Boots Alliance (WBA).Generally, healthcare stocks are nearly impervious to wild vacillations in the stock market and, to some extent, the U.S. economy. Because we can't control when we get sick, there's always demand for prescription drugs, medical devices, and healthcare services.However, Walgreens proved to be a bit of an exception to this rule during the initial stages of the COVID-19 pandemic. Since pharmacy chains are reliant on foot traffic into their stores, the pandemic put a hurting on Walgreens and its peers for a couple of quarters. With the worst of the pandemic likely in the rearview mirror, Walgreens looks poised to shine no matter what the nation's central bank does on the interest rate front.What makes Walgreens Boots Alliance such an attractive investment is the company's multipoint strategy to lift its margins and organic growth rate. As an example, Walgreens has slashed more than $2 billion in annual operating expenses a full year ahead of schedule. At the same time, it's spent aggressively on digitization initiatives that'll promote direct-to-consumer sales. Even though its brick-and-mortar locations will remain its primary revenue driver, the convenience of online sales should have no trouble boosting the company's organic growth rate.Speaking of organic growth, Walgreens has also partnered with and invested in VillageMD. The two have opened more than 100 full-service clinics nationwide, as of Feb. 28, 2022, with the goal of reaching at least 600 clinics in more than 30 U.S. markets by the end of 2025. The key here is that these are full-service, physician-staffed clinics, and can therefore handle much more than administering a vaccine. The ability to court repeat clients and funnel those patients to Walgreens' pharmacy should help improve brand loyalty and the company's bottom line.With Walgreens valued at just 9 times Wall Street's forecast earnings for fiscal 2022 (ended Aug. 31, 2022), now is the perfect time to pounce.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034311340,"gmtCreate":1647794539645,"gmtModify":1676534266199,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034311340","repostId":"2220430742","repostType":4,"repost":{"id":"2220430742","pubTimestamp":1647741823,"share":"https://ttm.financial/m/news/2220430742?lang=&edition=fundamental","pubTime":"2022-03-20 10:03","market":"us","language":"en","title":"Alibaba: Why I'm Not Selling A Single Share","url":"https://stock-news.laohu8.com/highlight/detail?id=2220430742","media":"seekingalpha","summary":"SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.</li><li>Despite increasing revenues by more than tenfold, its stock price dropped down to levels not seen since its early post-IPO days.</li><li>However, things are likely to change in a big way for Alibaba investors.</li><li>Much of the transitory detrimental factors are now behind the company, and more emphasis should go towards positive developments now.</li><li>Alibaba's business remains solid, growth should resume, and the company will likely become more profitable in future years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ca27bada17fe6e115be1eaa4822061\" tg-width=\"750\" tg-height=\"513\" referrerpolicy=\"no-referrer\"/><span>Philiphotographer/iStock Unreleased via Getty Images</span></p><p>I began investing in Alibaba (NYSE:BABA) in early 2015, shortly after the company IPOed in the U.S. Incidentally, I started buying the stock at a similar price point to Alibaba's recent low ($70-80). I would be lying if I said that this was not a challenging investment, but Alibaba is remarkably cheap right now. Furthermore, the ongoing concerns surrounding the company are overexaggerated. Moreover, the Chinese government is now taking market-friendly measures to stabilize markets and support stock prices. We could be looking at a tectonic shift in China, and Alibaba shares will likely get a substantial bid moving forward. Despite the recent monster 40% rebound, Alibaba remains a strong buy around the $100 level. Additionally, the company's share price should continue appreciating as we advance through 2022 and beyond and could reach $300 within the next three years.</p><p><b>Alibaba Skyrockets On Beijing News</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa856eb9a75ce4c55e67c3d28a956fd7\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/><span>BABA (StockCharts)</span></p><p>We just saw one of the most violent up moves in history. Alibaba soared by approximately $100 billion in market cap in a single day. China will provide additional support to the Chinese economy through monetary policy, and the government reaffirmed that it supports foreign IPOs. The report also stated that China supports listings overseas and will work with the SEC to resolve any issues.</p><p>Concerns over increased regulation, possible delisting fears, and other transitory concerns led Alibaba to unprecedented declines over the last year. The stock cratered by about 77% (peak to trough) from its recent highs, illustrating one of the most significant market cap declines. Recent selling became indiscriminate and panic-driven, likely leading to one of the best buying opportunities in Alibaba's history. The most striking thing is that nothing material changed about Alibaba's business. The company's growth slowed a bit more than expected, and it's going through a transitory margin compression phase. However, this is not something that warrants a 77% decline or anything even close, and Alibaba's stock remains exceptionally cheap.</p><p><b>Alibaba Back Then And Now</b></p><p>Back then (in 2015), when I first began buying Alibaba, its stock was around $80. In recent sessions, Alibaba's stock dipped below $80 for the first time in about six years. In 2015 Alibaba's revenues were $12.3 billion, and the company recorded approximately $131.6 billion in revenues in its trailing twelve months ("TTM"). Its gross profit was at about $8.4 billion then, and nearly $50 billion in its TTM. I think you get the picture here. Revenues and many profitability metrics have surged in the past six years, yet Alibaba's stock price was back at its post-IPO lows in recent days. I've written many articles on Alibaba, I own the stock, and I continue to argue that Alibaba's stock price is unjustly low and has a strong probability of moving significantly higher in future years.</p><p><b>Alibaba's Stock Is Remarkably Cheap</b></p><p>How cheap is Alibaba, even after its unprecedented 40% move higher? Consensus EPS estimates are for approximately $10 in 2023, illustrating that at $100, the stock is only trading at ten times forward EPS estimates. If we look at Alibaba's revenue projections, we see that the company should still grow revenues by 10-15% in the coming years. Moreover, Alibaba has the potential to become more profitable in future years, suggesting that its EPS projections may be muted and lowballed. The company's growth dynamic, profitability potential, and low valuation illustrate that its stock remains exceptionally cheap and has a high probability of appreciating substantially in future years.</p><p><b>The Bottom Line: Not Selling A Single Share</b></p><p>I'm not selling a single Alibaba share here. As I've written many times, Alibaba and Chinese stocks, in general, went through a transitory phase where overly negative news flow put enormous pressure on stock prices. This problematic period lasted for over one year and caused stock prices, including Alibaba's, to decline to obscenely oversold and undervalued levels. Now that the negative news is behind us, we will likely see more emphasis on positive developments regarding Alibaba. The company does not face significant threats from the regulation, and the U.S. delisting fears are overblown. Moreover, Alibaba remains a dominant, market-leading e-commerce giant that should continue growing double-digit for several years. Furthermore, the company's stock is dirt cheap right now, and Alibaba's share price will likely appreciate considerably as the company advances in future years.</p><p><b>Here's what Alibaba's financials could look like as the company moves forward into 2025:</b></p><table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td></tr><tr><td>Revenues</td><td>$151B</td><td>$167B</td><td>$184B</td><td>$203B</td></tr><tr><td>Revenue growth</td><td>15.3%</td><td>10.6%</td><td>10.2%</td><td>10.3%</td></tr><tr><td>EPS</td><td>$10.25</td><td>$10.55</td><td>$13.12</td><td>$15.85</td></tr><tr><td>Forward P/E</td><td>12</td><td>15</td><td>18</td><td>20</td></tr><tr><td>Price</td><td>$127</td><td>$197</td><td>$285</td><td>$375</td></tr></tbody></table><p>Source: The Author</p><p>As we advance, Alibaba's revenue growth should continue to expand, and the company's profitability should continue improving. Moreover, the company's transitory negative news flow stage should continue to pass. Therefore, sentiment should strengthen, and Alibaba's P/E multiple should gradually expand. It is not uncommon for companies with similar growth and profitability dynamics to trade at 20-30 times EPS estimates or higher. Thus, Alibaba should not have a problem getting back up to a 20 P/E multiple in future years. As sentiment improves, its share price could appreciate considerably in the coming years, to my price target of $375 in 2025.</p><p><b>Risks To Consider</b></p><p>While I'm bullish on Alibaba, various factors could occur that may derail my expectations for the company. For instance, the regulation could clamp down further on Alibaba and other Chinese tech giants. Moreover, U.S. regulators could decide to delist the company's ADRs. Increased competition could impact Alibaba's growth and profits. The company's growth could be worse than my current anticipation. Also, Alibaba's profitability could continue to struggle for various reasons. There are multiple risks to this investment, which is why shares are very cheap right now. In my view, Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.</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>Alibaba: Why I'm Not Selling A Single Share</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: Why I'm Not Selling A Single Share\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-20 10:03 GMT+8 <a href=https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.Despite increasing revenues by more than tenfold, its stock price dropped down to levels ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share\">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","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4496224-alibaba-why-im-not-selling-single-share","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220430742","content_text":"SummaryAlibaba has been a challenging investment over the last year, dropping by as much as 77% from its ATH.Despite increasing revenues by more than tenfold, its stock price dropped down to levels not seen since its early post-IPO days.However, things are likely to change in a big way for Alibaba investors.Much of the transitory detrimental factors are now behind the company, and more emphasis should go towards positive developments now.Alibaba's business remains solid, growth should resume, and the company will likely become more profitable in future years.Philiphotographer/iStock Unreleased via Getty ImagesI began investing in Alibaba (NYSE:BABA) in early 2015, shortly after the company IPOed in the U.S. Incidentally, I started buying the stock at a similar price point to Alibaba's recent low ($70-80). I would be lying if I said that this was not a challenging investment, but Alibaba is remarkably cheap right now. Furthermore, the ongoing concerns surrounding the company are overexaggerated. Moreover, the Chinese government is now taking market-friendly measures to stabilize markets and support stock prices. We could be looking at a tectonic shift in China, and Alibaba shares will likely get a substantial bid moving forward. Despite the recent monster 40% rebound, Alibaba remains a strong buy around the $100 level. Additionally, the company's share price should continue appreciating as we advance through 2022 and beyond and could reach $300 within the next three years.Alibaba Skyrockets On Beijing NewsBABA (StockCharts)We just saw one of the most violent up moves in history. Alibaba soared by approximately $100 billion in market cap in a single day. China will provide additional support to the Chinese economy through monetary policy, and the government reaffirmed that it supports foreign IPOs. The report also stated that China supports listings overseas and will work with the SEC to resolve any issues.Concerns over increased regulation, possible delisting fears, and other transitory concerns led Alibaba to unprecedented declines over the last year. The stock cratered by about 77% (peak to trough) from its recent highs, illustrating one of the most significant market cap declines. Recent selling became indiscriminate and panic-driven, likely leading to one of the best buying opportunities in Alibaba's history. The most striking thing is that nothing material changed about Alibaba's business. The company's growth slowed a bit more than expected, and it's going through a transitory margin compression phase. However, this is not something that warrants a 77% decline or anything even close, and Alibaba's stock remains exceptionally cheap.Alibaba Back Then And NowBack then (in 2015), when I first began buying Alibaba, its stock was around $80. In recent sessions, Alibaba's stock dipped below $80 for the first time in about six years. In 2015 Alibaba's revenues were $12.3 billion, and the company recorded approximately $131.6 billion in revenues in its trailing twelve months (\"TTM\"). Its gross profit was at about $8.4 billion then, and nearly $50 billion in its TTM. I think you get the picture here. Revenues and many profitability metrics have surged in the past six years, yet Alibaba's stock price was back at its post-IPO lows in recent days. I've written many articles on Alibaba, I own the stock, and I continue to argue that Alibaba's stock price is unjustly low and has a strong probability of moving significantly higher in future years.Alibaba's Stock Is Remarkably CheapHow cheap is Alibaba, even after its unprecedented 40% move higher? Consensus EPS estimates are for approximately $10 in 2023, illustrating that at $100, the stock is only trading at ten times forward EPS estimates. If we look at Alibaba's revenue projections, we see that the company should still grow revenues by 10-15% in the coming years. Moreover, Alibaba has the potential to become more profitable in future years, suggesting that its EPS projections may be muted and lowballed. The company's growth dynamic, profitability potential, and low valuation illustrate that its stock remains exceptionally cheap and has a high probability of appreciating substantially in future years.The Bottom Line: Not Selling A Single ShareI'm not selling a single Alibaba share here. As I've written many times, Alibaba and Chinese stocks, in general, went through a transitory phase where overly negative news flow put enormous pressure on stock prices. This problematic period lasted for over one year and caused stock prices, including Alibaba's, to decline to obscenely oversold and undervalued levels. Now that the negative news is behind us, we will likely see more emphasis on positive developments regarding Alibaba. The company does not face significant threats from the regulation, and the U.S. delisting fears are overblown. Moreover, Alibaba remains a dominant, market-leading e-commerce giant that should continue growing double-digit for several years. Furthermore, the company's stock is dirt cheap right now, and Alibaba's share price will likely appreciate considerably as the company advances in future years.Here's what Alibaba's financials could look like as the company moves forward into 2025:Year2022202320242025Revenues$151B$167B$184B$203BRevenue growth15.3%10.6%10.2%10.3%EPS$10.25$10.55$13.12$15.85Forward P/E12151820Price$127$197$285$375Source: The AuthorAs we advance, Alibaba's revenue growth should continue to expand, and the company's profitability should continue improving. Moreover, the company's transitory negative news flow stage should continue to pass. Therefore, sentiment should strengthen, and Alibaba's P/E multiple should gradually expand. It is not uncommon for companies with similar growth and profitability dynamics to trade at 20-30 times EPS estimates or higher. Thus, Alibaba should not have a problem getting back up to a 20 P/E multiple in future years. As sentiment improves, its share price could appreciate considerably in the coming years, to my price target of $375 in 2025.Risks To ConsiderWhile I'm bullish on Alibaba, various factors could occur that may derail my expectations for the company. For instance, the regulation could clamp down further on Alibaba and other Chinese tech giants. Moreover, U.S. regulators could decide to delist the company's ADRs. Increased competition could impact Alibaba's growth and profits. The company's growth could be worse than my current anticipation. Also, Alibaba's profitability could continue to struggle for various reasons. There are multiple risks to this investment, which is why shares are very cheap right now. In my view, Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031768656,"gmtCreate":1646670659172,"gmtModify":1676534149020,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031768656","repostId":"2217417387","repostType":4,"repost":{"id":"2217417387","pubTimestamp":1646666247,"share":"https://ttm.financial/m/news/2217417387?lang=&edition=fundamental","pubTime":"2022-03-07 23:17","market":"us","language":"en","title":"1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague","url":"https://stock-news.laohu8.com/highlight/detail?id=2217417387","media":"Motley Fool","summary":"Electric vehicles (EVs) could account for roughly half of all auto sales by 2030, but not every EV stock will be a winner.","content":"<html><head></head><body><p>It's not often that an entire industry is disrupted in <a href=\"https://laohu8.com/S/AONE.U\">one</a> fell swoop, but that's precisely what's happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise fleets, and the desire by most countries to reduce their carbon footprints and halt climate change in its tracks, mean that we're witnessing the beginning of what could be a multidecade vehicle replacement cycle.</p><p>According to a survey conducted late last year by KPMG, the average forecast of the more than 1,000 global auto leaders KPMG spoke to was for worldwide electric vehicle (EV) sales to reach roughly 50% of all autos sold by 2030. Meanwhile, a November report from Market Research Future calls for the EV industry to hit $957 billion in market value by 2030, which is more than quadruple its value at the end of 2021.</p><p>Although investing in EV growth looks like a no-brainer opportunity, not all stocks associated with the electrification of autos will be winners. While I believe one name can be bought hand over fist (I'll get to this company in a bit), there are two EV stocks that should be avoided like the plague.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2F2022-rivian-r1t-22.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> all-electric Rivian R1Ts. Image source: Rivian Automotive.</p><h2>The first EV stock to avoid: Rivian Automotive</h2><p>On the surface, <b>Rivian Automotive</b> (NASDAQ:RIVN), which was one of 2021's hottest initial public offerings (IPOs), looks like it has the tools to be successful. The company will offer three differentiated vehicles -- the R1T pickup truck, the R1S SUV, and the EDV electric van -- with planned annual capacity ranging from 200,000 vehicles at its Illinois factory to 400,000 at its Georgia plant. The latter is an estimated figure, with Rivian spending a cool $5 billion to build the factory. Production is anticipated to begin by 2024.</p><p>Rivian also has an order for 100,000 EDVs from <b>Amazon</b>, which it received in 2019. The sheer size of this order has validated Rivian as a player of interest in the EV space for years.</p><p>But the flipside to Rivian is that it's still very wet behind the ears. The company produced only 1,015 EVs in 2021 and had its IPO with no trailing-12-month sales. It missed an already low production bar for 2021, and will likely deal with the same supply chain constraints affecting the entire industry. In other words, Rivian's trajectory is bound to hit numerous speed bumps and potholes. It's par for the course when building an EV company from the ground up.</p><p>Making matters worse, Rivian finds itself in hot water with the public after announcing, then walking back (for those who ordered before March 1), a price hike of $12,000 on its quad-motor models. Higher material costs are forcing automakers to boost prices. While Rivian was simply following the pack, a $12,000 price hike on vehicles that already cost $70,000 (or more) didn't sit well with customers. If Rivian isn't careful, it could price customers out of buying its vehicles.</p><p>While Rivian could eventually grow into an investment-worthy company in the EV space, it has little business being valued at $45 billion.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2Fnikola-badger-2.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>The all-electric Nikola Badger got the ax before it even rolled off the production line. Image source: Nikola.</p><h2>The second EV stock to avoid: Nikola</h2><p>Well before Rivian was the hottest thing in the EV space, <b>Nikola</b> (NASDAQ:NKLA) was making waves. It was one of many companies that went public via a special purpose acquisition company (SPAC). On June 9, 2020, Nikola hit an intraday high of nearly $94 a share. Unfortunately, those same shares were trading hands for $7 and change as of March 3, 2022.</p><p>The initial buzz for Nikola had to do with its introduction of the Badger in February 2020. The Badger was to be a battery EV (BEV) or fuel-cell EV (FCEV) pickup truck with an estimated 600-mile range and a reasonably low $60,000 price tag. When coupled with Nikola's ambitions to also build BEV and FCEV semi trucks, Wall Street was enamored, at least initially, with the company's potential. Then the proverbial wheels fell off.</p><p>Over the course of the next year and a half, the Badger would be shelved before it even rolled off the production line. This was due, in part, to Nikola being unable to land a manufacturing partner for the truck. Though it looked as if <b>General Motors</b> would step up and be that partner, an eventual agreement between the two companies didn't include the Badger.</p><p>Worse yet, a handful of allegations of wrongdoing levied by short-side firm Hindenburg Research against Nikola proved to be true. An independent review found that pre-order figures were exaggerated. This resulted in a probe by the Securities and Exchange Commission, leading to former CEO Trevor Milton being indicted on three counts of fraud this past July.</p><p>Today, Nikola is only just beginning to deliver its first BEV semi trucks. Even though it's received a couple of letter-of-intent orders during the fourth quarter for its semi trucks, it's not clear if the company has the capital necessary to ramp up production and ward off significant quarterly losses. When coupled with its damaged reputation, Nikola becomes an easy pass for investors.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2Fnio-et7-ev-sedan.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>The newly introduced Nio ET7 EV sedan. Image source: Nio.</p><h2>The EV stock to buy hand over fist: Nio</h2><p>On the other end of the spectrum is <b>Nio</b> (NYSE:NIO), which checks all the appropriate boxes and can be bought hand over fist following its recent pullback.</p><p>I'll freely admit that, a little over a year ago, I had Nio in the same camp as Nikola -- i.e., Avoid! Avoid! Avoid! At one point, Nio's valuation topped $90 billion with the company pacing for only around 20,000 EVs in production annually. Its valuation just didn't make any sense.</p><p>However, management has really impressed with its ability to boost production in a challenging environment. Though the Chinese New Year held back production in February, and supply chain issues curbed output in January, Nio managed to top 10,000 deliveries in both November and December. Management has offered guidance suggesting that the company can hit 50,000 deliveries monthly by the end of the year. This would work out to an annual run-rate of around 600,000 EVs.</p><p>Fueling this production surge is Nio's existing line of EVs, as well as the introduction of three new vehicles. Until now, the company's premium SUVs (the ES8 and ES6) and crossover EV (the ES6) have received plenty of interest. But the next wave of growth will come from the deliveries of the ET7 and ET5, which are EV sedans that take direct aim at <b>Tesla</b>'s Model S and Model 3, respectively. With the top-tier battery option, Nio claims an estimated range of approximately 621 miles for its sedans.</p><p>Furthermore, the battery-as-a-service (BaaS) program that was unveiled in August 2020 by management is pure genius. For buyers, BaaS lowers the initial purchase price of their vehicle and gives them the option to charge, swap, or upgrade their batteries at a later date. For Nio, it trades lower-margin near-term sales for high-margin fee-based revenue (buyers pay a monthly fee for the BaaS program) that keeps buyers loyal to the brand.</p><p>And did I mention Nio is based in China, the world's largest auto market? The EV industry is still nascent in China, meaning market share is up for grabs.</p><p>With Nio expected to turn the corner to recurring profitability next year, and the company valued at just seven times Wall Street's forecast earnings per share in 2024, it looks like a screaming buy.</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>1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague</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\">\n1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-07 23:17 GMT+8 <a href=https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's not often that an entire industry is disrupted in one fell swoop, but that's precisely what's happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4149":"建筑机械与重型卡车","BK4509":"腾讯概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","RIVN":"Rivian Automotive, Inc.","BK4551":"寇图资本持仓","NIO":"蔚来","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4562":"SPAC上市公司","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","NKLA":"Nikola Corporation","BK4574":"无人驾驶","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车"},"source_url":"https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217417387","content_text":"It's not often that an entire industry is disrupted in one fell swoop, but that's precisely what's happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise fleets, and the desire by most countries to reduce their carbon footprints and halt climate change in its tracks, mean that we're witnessing the beginning of what could be a multidecade vehicle replacement cycle.According to a survey conducted late last year by KPMG, the average forecast of the more than 1,000 global auto leaders KPMG spoke to was for worldwide electric vehicle (EV) sales to reach roughly 50% of all autos sold by 2030. Meanwhile, a November report from Market Research Future calls for the EV industry to hit $957 billion in market value by 2030, which is more than quadruple its value at the end of 2021.Although investing in EV growth looks like a no-brainer opportunity, not all stocks associated with the electrification of autos will be winners. While I believe one name can be bought hand over fist (I'll get to this company in a bit), there are two EV stocks that should be avoided like the plague.Two all-electric Rivian R1Ts. Image source: Rivian Automotive.The first EV stock to avoid: Rivian AutomotiveOn the surface, Rivian Automotive (NASDAQ:RIVN), which was one of 2021's hottest initial public offerings (IPOs), looks like it has the tools to be successful. The company will offer three differentiated vehicles -- the R1T pickup truck, the R1S SUV, and the EDV electric van -- with planned annual capacity ranging from 200,000 vehicles at its Illinois factory to 400,000 at its Georgia plant. The latter is an estimated figure, with Rivian spending a cool $5 billion to build the factory. Production is anticipated to begin by 2024.Rivian also has an order for 100,000 EDVs from Amazon, which it received in 2019. The sheer size of this order has validated Rivian as a player of interest in the EV space for years.But the flipside to Rivian is that it's still very wet behind the ears. The company produced only 1,015 EVs in 2021 and had its IPO with no trailing-12-month sales. It missed an already low production bar for 2021, and will likely deal with the same supply chain constraints affecting the entire industry. In other words, Rivian's trajectory is bound to hit numerous speed bumps and potholes. It's par for the course when building an EV company from the ground up.Making matters worse, Rivian finds itself in hot water with the public after announcing, then walking back (for those who ordered before March 1), a price hike of $12,000 on its quad-motor models. Higher material costs are forcing automakers to boost prices. While Rivian was simply following the pack, a $12,000 price hike on vehicles that already cost $70,000 (or more) didn't sit well with customers. If Rivian isn't careful, it could price customers out of buying its vehicles.While Rivian could eventually grow into an investment-worthy company in the EV space, it has little business being valued at $45 billion.The all-electric Nikola Badger got the ax before it even rolled off the production line. Image source: Nikola.The second EV stock to avoid: NikolaWell before Rivian was the hottest thing in the EV space, Nikola (NASDAQ:NKLA) was making waves. It was one of many companies that went public via a special purpose acquisition company (SPAC). On June 9, 2020, Nikola hit an intraday high of nearly $94 a share. Unfortunately, those same shares were trading hands for $7 and change as of March 3, 2022.The initial buzz for Nikola had to do with its introduction of the Badger in February 2020. The Badger was to be a battery EV (BEV) or fuel-cell EV (FCEV) pickup truck with an estimated 600-mile range and a reasonably low $60,000 price tag. When coupled with Nikola's ambitions to also build BEV and FCEV semi trucks, Wall Street was enamored, at least initially, with the company's potential. Then the proverbial wheels fell off.Over the course of the next year and a half, the Badger would be shelved before it even rolled off the production line. This was due, in part, to Nikola being unable to land a manufacturing partner for the truck. Though it looked as if General Motors would step up and be that partner, an eventual agreement between the two companies didn't include the Badger.Worse yet, a handful of allegations of wrongdoing levied by short-side firm Hindenburg Research against Nikola proved to be true. An independent review found that pre-order figures were exaggerated. This resulted in a probe by the Securities and Exchange Commission, leading to former CEO Trevor Milton being indicted on three counts of fraud this past July.Today, Nikola is only just beginning to deliver its first BEV semi trucks. Even though it's received a couple of letter-of-intent orders during the fourth quarter for its semi trucks, it's not clear if the company has the capital necessary to ramp up production and ward off significant quarterly losses. When coupled with its damaged reputation, Nikola becomes an easy pass for investors.The newly introduced Nio ET7 EV sedan. Image source: Nio.The EV stock to buy hand over fist: NioOn the other end of the spectrum is Nio (NYSE:NIO), which checks all the appropriate boxes and can be bought hand over fist following its recent pullback.I'll freely admit that, a little over a year ago, I had Nio in the same camp as Nikola -- i.e., Avoid! Avoid! Avoid! At one point, Nio's valuation topped $90 billion with the company pacing for only around 20,000 EVs in production annually. Its valuation just didn't make any sense.However, management has really impressed with its ability to boost production in a challenging environment. Though the Chinese New Year held back production in February, and supply chain issues curbed output in January, Nio managed to top 10,000 deliveries in both November and December. Management has offered guidance suggesting that the company can hit 50,000 deliveries monthly by the end of the year. This would work out to an annual run-rate of around 600,000 EVs.Fueling this production surge is Nio's existing line of EVs, as well as the introduction of three new vehicles. Until now, the company's premium SUVs (the ES8 and ES6) and crossover EV (the ES6) have received plenty of interest. But the next wave of growth will come from the deliveries of the ET7 and ET5, which are EV sedans that take direct aim at Tesla's Model S and Model 3, respectively. With the top-tier battery option, Nio claims an estimated range of approximately 621 miles for its sedans.Furthermore, the battery-as-a-service (BaaS) program that was unveiled in August 2020 by management is pure genius. For buyers, BaaS lowers the initial purchase price of their vehicle and gives them the option to charge, swap, or upgrade their batteries at a later date. For Nio, it trades lower-margin near-term sales for high-margin fee-based revenue (buyers pay a monthly fee for the BaaS program) that keeps buyers loyal to the brand.And did I mention Nio is based in China, the world's largest auto market? The EV industry is still nascent in China, meaning market share is up for grabs.With Nio expected to turn the corner to recurring profitability next year, and the company valued at just seven times Wall Street's forecast earnings per share in 2024, it looks like a screaming buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091373351,"gmtCreate":1643789175011,"gmtModify":1676533856576,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091373351","repostId":"2208989357","repostType":4,"repost":{"id":"2208989357","pubTimestamp":1643788568,"share":"https://ttm.financial/m/news/2208989357?lang=&edition=fundamental","pubTime":"2022-02-02 15:56","market":"us","language":"en","title":"Novartis forecasts 2022 sales and profit growth; Sandoz review continues","url":"https://stock-news.laohu8.com/highlight/detail?id=2208989357","media":"Reuters","summary":"FRANKFURT (Reuters) -Novartis forecast its sales and core operating profit would grow at a mid-singl","content":"<html><head></head><body><p>FRANKFURT (Reuters) -Novartis forecast its sales and core operating profit would grow at a mid-single-digit rate this year, as the Swiss pharmaceuticals group nears a decision on whether to keep or sell its generics business Sandoz.</p><p>The company in October raised the prospect of divesting Sandoz after years of revamping the business, as price pressures mount in the off-patent drug sector.</p><p>"The strategic review of Sandoz is progressing, we expect to provide an update, at the latest, by the end of 2022. The review will explore all options, ranging from retaining the business to separation, in order to determine how to best maximize value for our shareholders," it said in its earnings statement on Wednesday.</p><p>Core operating income for the fourth-quarter ended Dec. 31 gained 9% to $3.8 billion, as higher drug sales offset in increase in marketing and development costs.</p><p>Revenues from arthritis and psoriasis drug Cosentyx gained 13% to $1.24 billion, slightly below average analyst expectations of $1.3 billion, based on Refinitiv data.</p><p>Novartis' revenues from heart failure treatment Entresto jumped 34% to $949 million, broadly in line with the market consensus.</p><p>It forecast Sandoz sales would be broadly in line with the 2021 level of $2.5 billion, while the division's core operating income was expected to fall at a low-to-mid-single-digit rate.</p><p>Despite plans to buy back up to $15 billion worth of shares until the end of next year, Novartis has said it would retain enough spending power to buy companies and technologies, back its own research efforts and pay attractive dividends.</p><p>It proposed raising its dividend 3.3% to 3.10 Swiss francs ($3.37) per share, the 25th consecutive increase since its creation.</p></body></html>","source":"yahoofinance","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>Novartis forecasts 2022 sales and profit growth; Sandoz review continues</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\">\nNovartis forecasts 2022 sales and profit growth; Sandoz review continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-02 15:56 GMT+8 <a href=https://finance.yahoo.com/news/novartis-q4-core-operating-income-061808128.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FRANKFURT (Reuters) -Novartis forecast its sales and core operating profit would grow at a mid-single-digit rate this year, as the Swiss pharmaceuticals group nears a decision on whether to keep or ...</p>\n\n<a href=\"https://finance.yahoo.com/news/novartis-q4-core-operating-income-061808128.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVS":"诺华"},"source_url":"https://finance.yahoo.com/news/novartis-q4-core-operating-income-061808128.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2208989357","content_text":"FRANKFURT (Reuters) -Novartis forecast its sales and core operating profit would grow at a mid-single-digit rate this year, as the Swiss pharmaceuticals group nears a decision on whether to keep or sell its generics business Sandoz.The company in October raised the prospect of divesting Sandoz after years of revamping the business, as price pressures mount in the off-patent drug sector.\"The strategic review of Sandoz is progressing, we expect to provide an update, at the latest, by the end of 2022. The review will explore all options, ranging from retaining the business to separation, in order to determine how to best maximize value for our shareholders,\" it said in its earnings statement on Wednesday.Core operating income for the fourth-quarter ended Dec. 31 gained 9% to $3.8 billion, as higher drug sales offset in increase in marketing and development costs.Revenues from arthritis and psoriasis drug Cosentyx gained 13% to $1.24 billion, slightly below average analyst expectations of $1.3 billion, based on Refinitiv data.Novartis' revenues from heart failure treatment Entresto jumped 34% to $949 million, broadly in line with the market consensus.It forecast Sandoz sales would be broadly in line with the 2021 level of $2.5 billion, while the division's core operating income was expected to fall at a low-to-mid-single-digit rate.Despite plans to buy back up to $15 billion worth of shares until the end of next year, Novartis has said it would retain enough spending power to buy companies and technologies, back its own research efforts and pay attractive dividends.It proposed raising its dividend 3.3% to 3.10 Swiss francs ($3.37) per share, the 25th consecutive increase since its creation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090920738,"gmtCreate":1643068967136,"gmtModify":1676533770448,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090920738","repostId":"2206888965","repostType":4,"repost":{"id":"2206888965","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":1643064873,"share":"https://ttm.financial/m/news/2206888965?lang=&edition=fundamental","pubTime":"2022-01-25 06:54","market":"us","language":"en","title":"Wall Street Reverses, Ends Higher in Late Session Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2206888965","media":"Reuters","summary":"Kohl's surges as Sycamore, Acacia show takeover interestIBM climbs in after hours trading after post","content":"<html><head></head><body><ul><li>Kohl's surges as Sycamore, Acacia show takeover interest</li><li>IBM climbs in after hours trading after posting results</li><li>Indexes up: Dow 0.29%, S&P 0.28%, Nasdaq 0.63%</li></ul><p>NEW YORK, Jan 24 (Reuters) - Wall Street bounced back from a steep sell-off late in the session to close higher on Monday, with bargain hunters pushing the indexes into positive territory by closing bell.</p><p>The S&P 500 earlier came close to confirming a correction by appearing on track to close more than 10% down from its most recent all-time high reached on Jan 3 as investors focused on concerns about an increasingly hawkish Federal Reserve and geopolitical tensions.</p><p>The S&P 500 recovered 4.3 percentage points from its session low to it closing level, the largest such swing since March 26, 2020, when Wall Street was bouncing back from the global slump caused by the coronavirus pandemic.</p><p>Earlier in the day, the indexes were all more than 2% lower. The S&P appeared to be on course to confirm a correction, and the Russell 2000 looked as if it would confirm it was in a bear market.</p><p>This abrupt, late-session U-turn came in the wake of S&P 500 and the Nasdaq suffering their largest weekly percentage plunge since March 2020, when shutdowns to contain the pandemic sent the economy spiraling into its steepest and most abrupt recession on record.</p><p>"Correction territory is often a psychological sweet spot for investors. They see the correction, and they see that it's a healthy part of the markets," said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma.</p><p>"When everything started selling off, that got a lot of people's attention, so I think we had what I would call intraday capitulation, getting some of this easy money out of the market," Dollarhide added.</p><p>The U.S. Federal Reserve is due to convene its two-day monetary policy meeting on Tuesday, and market participants will be parsing its concluding statement and Chairman Jerome Powell's subsequent Q&A session for clues as to the central bank's timeline for hiking key interest rates to combat inflation.</p><p>"I think investors are over-assuming a very hawkish stance by the Fed," said Sam Stovall, chief investment strategist of CFRA Research in New York. "Granted, inflation is high and is likely to get higher before it starts to decline. Specifically we see the headline CPI topping at 7.3% for both January and February, but then coming down to 3.5% by year-end."</p><p>In a sign that geopolitical tensions are heating up, NATO announced it was putting forces on standby to prepare for a potential conflictbetween Russia and Ukraine.</p><p>The threat of potential conflict in that region helped U.S. Treasury yields dip, pausing their recent upward climb, which has pressured stocks in recent months.</p><p>The Dow Jones Industrial Average rose 99.13 points, or 0.29%, to 34,364.5, the S&P 500 gained 12.19 points, or 0.28%, to 4,410.13 and the Nasdaq Composite added 86.21 points, or 0.63%, to 13,855.13.</p><p>All 11 major sectors of the S&P 500 spent most of the trading day deep in red territory, but by market close all but three were green. Consumer discretionary enjoyed the largest percentage gain.</p><p>Fourth-quarter reporting season is in full swing, with 65 of the companies in the S&P 500 having posted results. Of those, 77% have come in above expectations, according to data from Refinitiv.</p><p>On aggregate, analysts now see S&P 500 annual EPS growth of 23.7%, per Refinitiv.</p><p>A series of disappointing earnings from big banks and, notably, lockdown darling Netflix Inc have overshadowed many better-than-expected results.</p><p>Shares of International Business Machines gained about 2% in after-hours trading after the company beat revenue expectations on the strength of its cloud and consulting businesses.</p><p>Kohl's Corp surged after Reuters reported private equity firm Sycamore Partners is preparing to make a bid for the department store chain days after a consortium backed by activist investment firm Starboard Value proposed a buyout.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.08-to-1 ratio favored decliners.</p><p>The S&P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded four new highs and 1,319 new lows.</p><p>Volume on U.S. exchanges was 18.42 billion shares, compared with the 10.95 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>Wall Street Reverses, Ends Higher in Late Session Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Reverses, Ends Higher in Late Session Rally\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\">2022-01-25 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Kohl's surges as Sycamore, Acacia show takeover interest</li><li>IBM climbs in after hours trading after posting results</li><li>Indexes up: Dow 0.29%, S&P 0.28%, Nasdaq 0.63%</li></ul><p>NEW YORK, Jan 24 (Reuters) - Wall Street bounced back from a steep sell-off late in the session to close higher on Monday, with bargain hunters pushing the indexes into positive territory by closing bell.</p><p>The S&P 500 earlier came close to confirming a correction by appearing on track to close more than 10% down from its most recent all-time high reached on Jan 3 as investors focused on concerns about an increasingly hawkish Federal Reserve and geopolitical tensions.</p><p>The S&P 500 recovered 4.3 percentage points from its session low to it closing level, the largest such swing since March 26, 2020, when Wall Street was bouncing back from the global slump caused by the coronavirus pandemic.</p><p>Earlier in the day, the indexes were all more than 2% lower. The S&P appeared to be on course to confirm a correction, and the Russell 2000 looked as if it would confirm it was in a bear market.</p><p>This abrupt, late-session U-turn came in the wake of S&P 500 and the Nasdaq suffering their largest weekly percentage plunge since March 2020, when shutdowns to contain the pandemic sent the economy spiraling into its steepest and most abrupt recession on record.</p><p>"Correction territory is often a psychological sweet spot for investors. They see the correction, and they see that it's a healthy part of the markets," said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma.</p><p>"When everything started selling off, that got a lot of people's attention, so I think we had what I would call intraday capitulation, getting some of this easy money out of the market," Dollarhide added.</p><p>The U.S. Federal Reserve is due to convene its two-day monetary policy meeting on Tuesday, and market participants will be parsing its concluding statement and Chairman Jerome Powell's subsequent Q&A session for clues as to the central bank's timeline for hiking key interest rates to combat inflation.</p><p>"I think investors are over-assuming a very hawkish stance by the Fed," said Sam Stovall, chief investment strategist of CFRA Research in New York. "Granted, inflation is high and is likely to get higher before it starts to decline. Specifically we see the headline CPI topping at 7.3% for both January and February, but then coming down to 3.5% by year-end."</p><p>In a sign that geopolitical tensions are heating up, NATO announced it was putting forces on standby to prepare for a potential conflictbetween Russia and Ukraine.</p><p>The threat of potential conflict in that region helped U.S. Treasury yields dip, pausing their recent upward climb, which has pressured stocks in recent months.</p><p>The Dow Jones Industrial Average rose 99.13 points, or 0.29%, to 34,364.5, the S&P 500 gained 12.19 points, or 0.28%, to 4,410.13 and the Nasdaq Composite added 86.21 points, or 0.63%, to 13,855.13.</p><p>All 11 major sectors of the S&P 500 spent most of the trading day deep in red territory, but by market close all but three were green. Consumer discretionary enjoyed the largest percentage gain.</p><p>Fourth-quarter reporting season is in full swing, with 65 of the companies in the S&P 500 having posted results. Of those, 77% have come in above expectations, according to data from Refinitiv.</p><p>On aggregate, analysts now see S&P 500 annual EPS growth of 23.7%, per Refinitiv.</p><p>A series of disappointing earnings from big banks and, notably, lockdown darling Netflix Inc have overshadowed many better-than-expected results.</p><p>Shares of International Business Machines gained about 2% in after-hours trading after the company beat revenue expectations on the strength of its cloud and consulting businesses.</p><p>Kohl's Corp surged after Reuters reported private equity firm Sycamore Partners is preparing to make a bid for the department store chain days after a consortium backed by activist investment firm Starboard Value proposed a buyout.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.08-to-1 ratio favored decliners.</p><p>The S&P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded four new highs and 1,319 new lows.</p><p>Volume on U.S. exchanges was 18.42 billion shares, compared with the 10.95 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":{"BK4559":"巴菲特持仓",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓",".SPX":"S&P 500 Index","BK4504":"桥水持仓","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206888965","content_text":"Kohl's surges as Sycamore, Acacia show takeover interestIBM climbs in after hours trading after posting resultsIndexes up: Dow 0.29%, S&P 0.28%, Nasdaq 0.63%NEW YORK, Jan 24 (Reuters) - Wall Street bounced back from a steep sell-off late in the session to close higher on Monday, with bargain hunters pushing the indexes into positive territory by closing bell.The S&P 500 earlier came close to confirming a correction by appearing on track to close more than 10% down from its most recent all-time high reached on Jan 3 as investors focused on concerns about an increasingly hawkish Federal Reserve and geopolitical tensions.The S&P 500 recovered 4.3 percentage points from its session low to it closing level, the largest such swing since March 26, 2020, when Wall Street was bouncing back from the global slump caused by the coronavirus pandemic.Earlier in the day, the indexes were all more than 2% lower. The S&P appeared to be on course to confirm a correction, and the Russell 2000 looked as if it would confirm it was in a bear market.This abrupt, late-session U-turn came in the wake of S&P 500 and the Nasdaq suffering their largest weekly percentage plunge since March 2020, when shutdowns to contain the pandemic sent the economy spiraling into its steepest and most abrupt recession on record.\"Correction territory is often a psychological sweet spot for investors. They see the correction, and they see that it's a healthy part of the markets,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma.\"When everything started selling off, that got a lot of people's attention, so I think we had what I would call intraday capitulation, getting some of this easy money out of the market,\" Dollarhide added.The U.S. Federal Reserve is due to convene its two-day monetary policy meeting on Tuesday, and market participants will be parsing its concluding statement and Chairman Jerome Powell's subsequent Q&A session for clues as to the central bank's timeline for hiking key interest rates to combat inflation.\"I think investors are over-assuming a very hawkish stance by the Fed,\" said Sam Stovall, chief investment strategist of CFRA Research in New York. \"Granted, inflation is high and is likely to get higher before it starts to decline. Specifically we see the headline CPI topping at 7.3% for both January and February, but then coming down to 3.5% by year-end.\"In a sign that geopolitical tensions are heating up, NATO announced it was putting forces on standby to prepare for a potential conflictbetween Russia and Ukraine.The threat of potential conflict in that region helped U.S. Treasury yields dip, pausing their recent upward climb, which has pressured stocks in recent months.The Dow Jones Industrial Average rose 99.13 points, or 0.29%, to 34,364.5, the S&P 500 gained 12.19 points, or 0.28%, to 4,410.13 and the Nasdaq Composite added 86.21 points, or 0.63%, to 13,855.13.All 11 major sectors of the S&P 500 spent most of the trading day deep in red territory, but by market close all but three were green. Consumer discretionary enjoyed the largest percentage gain.Fourth-quarter reporting season is in full swing, with 65 of the companies in the S&P 500 having posted results. Of those, 77% have come in above expectations, according to data from Refinitiv.On aggregate, analysts now see S&P 500 annual EPS growth of 23.7%, per Refinitiv.A series of disappointing earnings from big banks and, notably, lockdown darling Netflix Inc have overshadowed many better-than-expected results.Shares of International Business Machines gained about 2% in after-hours trading after the company beat revenue expectations on the strength of its cloud and consulting businesses.Kohl's Corp surged after Reuters reported private equity firm Sycamore Partners is preparing to make a bid for the department store chain days after a consortium backed by activist investment firm Starboard Value proposed a buyout.Declining issues outnumbered advancing ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.08-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 31 new lows; the Nasdaq Composite recorded four new highs and 1,319 new lows.Volume on U.S. exchanges was 18.42 billion shares, compared with the 10.95 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047404038,"gmtCreate":1656951667024,"gmtModify":1676535921118,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047404038","repostId":"2248654390","repostType":4,"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048787909,"gmtCreate":1656260602301,"gmtModify":1676535794002,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048787909","repostId":"1191010488","repostType":4,"repost":{"id":"1191010488","pubTimestamp":1656202469,"share":"https://ttm.financial/m/news/1191010488?lang=&edition=fundamental","pubTime":"2022-06-26 08:14","market":"us","language":"en","title":"Warren Buffett's 4 Rules for Investing in a Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1191010488","media":"Motley Fool","summary":"Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as theS&P 500 was on its way to a 35% dipthat bottomed in 1942. Since then, he's managed through 12 more bear markets not including this one.Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs,Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it's Buffett.So it m","content":"<html><head></head><body><p>Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he's managed through 12 more bear markets not including this one.</p><p>Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs, Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it's Buffett.</p><p>So it makes sense to lean on his expertise to get through this tough climate with your wealth intact, right? To get you started, here are four of Buffett's famous rules for investing in a bear market.</p><p>1. Buy quality merchandise on sale</p><blockquote><i>"Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down."</i></blockquote><p>Buffett invests in high-quality businesses -- companies with a proven ability to create shareholder value through all economic climates. In his view, bear markets provide opportunities to buy these quality stocks at lower prices.</p><p>As an example, Buffett's response earlier this year to the tech stock sell-off was to buy more of his favorite technology company, Apple. Although Apple already comprised more than 40% of Berkshire Hathaway's portfolio, Buffett bought another 3.78 million shares.</p><p>You can mimic his strategy by identifying stocks you love for their long-term prospects. If your budget allows, increase your investing activity and pad your share counts while prices remain low.</p><p>2. Hold forever</p><blockquote><i>"Our favorite holding period is forever."</i></blockquote><p>When you buy stocks you'd like to hold forever, bear markets become far less stressful. Since your plan is to hold for the long run, you don't have to do anything when the market goes sideways. No reshuffling your portfolio and no guessing when share prices will bottom out. Your only job is to wait.</p><p>3. Stay calm</p><blockquote><i>"The most important quality for an investor is temperament, not intellect."</i></blockquote><p>It's normal and useful to second-guess your "hold forever" plan when circumstances change. Certainly, there will be times when you should drop a stock you thought was a keeper.</p><p>The distinction you must make is whether circumstances have changed permanently or temporarily. And that's easier to do when you can analyze what's happening calmly and rationally. If you let your emotions take over, they can convince you to scrap your plan, cut your losses, or take some other dramatic action that's sure to dampen your long-term returns.</p><p>4. Keep your distance</p><p>Buffett said this when asked what advice he had for investors in tough markets:<i>"I would tell them: Don't watch the market too closely."</i></p><p>Let's say you're confident that your "hold forever" stocks can withstand a temporary bear market. And for that reason, you're not going to react to falling share prices. In that scenario, what's the benefit of tracking every bump along the way? There isn't one.</p><p>It's OK to keep some distance from financial headlines when the market is going crazy. Consider it a survival strategy that helps you stay calm and stick to your investing plan.</p><p>Buy or do nothing</p><p>When a bear market sets in, you'll see Buffett mostly buy or hold. If you're questioning whether those are the right moves for your portfolio, remember this: Buffett is worth about $95 billion, and he has invested through more bear markets than almost anyone. His tactics can help you emerge from this bear market stronger and wealthier than ever.</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>Warren Buffett's 4 Rules for Investing in a Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett's 4 Rules for Investing in a Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-26 08:14 GMT+8 <a href=https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he's ...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191010488","content_text":"Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he's managed through 12 more bear markets not including this one.Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs, Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it's Buffett.So it makes sense to lean on his expertise to get through this tough climate with your wealth intact, right? To get you started, here are four of Buffett's famous rules for investing in a bear market.1. Buy quality merchandise on sale\"Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down.\"Buffett invests in high-quality businesses -- companies with a proven ability to create shareholder value through all economic climates. In his view, bear markets provide opportunities to buy these quality stocks at lower prices.As an example, Buffett's response earlier this year to the tech stock sell-off was to buy more of his favorite technology company, Apple. Although Apple already comprised more than 40% of Berkshire Hathaway's portfolio, Buffett bought another 3.78 million shares.You can mimic his strategy by identifying stocks you love for their long-term prospects. If your budget allows, increase your investing activity and pad your share counts while prices remain low.2. Hold forever\"Our favorite holding period is forever.\"When you buy stocks you'd like to hold forever, bear markets become far less stressful. Since your plan is to hold for the long run, you don't have to do anything when the market goes sideways. No reshuffling your portfolio and no guessing when share prices will bottom out. Your only job is to wait.3. Stay calm\"The most important quality for an investor is temperament, not intellect.\"It's normal and useful to second-guess your \"hold forever\" plan when circumstances change. Certainly, there will be times when you should drop a stock you thought was a keeper.The distinction you must make is whether circumstances have changed permanently or temporarily. And that's easier to do when you can analyze what's happening calmly and rationally. If you let your emotions take over, they can convince you to scrap your plan, cut your losses, or take some other dramatic action that's sure to dampen your long-term returns.4. Keep your distanceBuffett said this when asked what advice he had for investors in tough markets:\"I would tell them: Don't watch the market too closely.\"Let's say you're confident that your \"hold forever\" stocks can withstand a temporary bear market. And for that reason, you're not going to react to falling share prices. In that scenario, what's the benefit of tracking every bump along the way? There isn't one.It's OK to keep some distance from financial headlines when the market is going crazy. Consider it a survival strategy that helps you stay calm and stick to your investing plan.Buy or do nothingWhen a bear market sets in, you'll see Buffett mostly buy or hold. If you're questioning whether those are the right moves for your portfolio, remember this: Buffett is worth about $95 billion, and he has invested through more bear markets than almost anyone. His tactics can help you emerge from this bear market stronger and wealthier than ever.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043638808,"gmtCreate":1655913463704,"gmtModify":1676535731177,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043638808","repostId":"1152025197","repostType":4,"repost":{"id":"1152025197","pubTimestamp":1655909131,"share":"https://ttm.financial/m/news/1152025197?lang=&edition=fundamental","pubTime":"2022-06-22 22:45","market":"us","language":"en","title":"Is Now a Good Time to Buy Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1152025197","media":"Motley Fool","summary":"Is the stock's big gain on Tuesday a sign that shares have become too cheap?","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>The EV maker's shares are down more than 30% year to date.</li><li>Thanks to the company's soaring earnings, its price-to-earnings ratio has fallen even more than its stock price.</li><li>It's navigating supply-chain challenges extremely well.</li></ul><p>With shares of <b>Tesla</b> rebounding sharply on Tuesday, rising more than 11% at one point, investors might be wondering if now is a good time to get in on the beaten-down stock.</p><p>After all, shares of the automaker are still down more than 30% year to date. And this comes at a time the company is seeing rapid growth in vehicle deliveries and demand that far exceeds supply. Furthermore, the stock's price-to-earnings (P/E) ratio has plummeted over the past year, making the valuation more attractive.</p><p>To see whether shares are attractive today, let's take a closer look at thegrowth stock, its valuation, and the underlying business valuation.</p><p><b>Soaring sales and earnings</b></p><p>While shares of Tesla have been pummeled this year, the underlying business is actually doing very well. First-quarter deliveries skyrocketed 68% year over year. This was fueled by an impressive 69% boost in production, an extraordinary achievement considering the global supply constraints automotive companies are facing.</p><p>Even more, Tesla has been able to pass on increased costs during this inflationary period with price increases.</p><p>Importantly, a big jump in deliveries and recent price hikes for its products are translating to strong financials for the company. Revenue jumped 81% year over year to $18.8 billion, and earnings soared 658% to $3.3 billion. Free cash flow for the quarter was $2.2 billion, up from $619 million in the year-ago quarter.</p><p>Tesla is also well positioned for a potential recession. It finished the quarter with $18 billion in cash, cash equivalents, and short-term marketable securities.</p><p><b>Tesla stock valuation: Buy, sell, or hold?</b></p><p>Thanks to the electric car company's soaring earnings recently, its P/E has actually come down much faster than its stock price. Today, Tesla has a P/E of just below 100, down about 55% year to date. Furthermore, over the past 12 months, its P/E has fallen 85% even though the stock is actually up 15% over this period.</p><p>While a P/E of close to 100 might seem too expensive at first glance, investors should realize that when they buy shares today, they are getting in on a very fast-growing company. Not only does Tesla expect vehicle production to grow 50% this year, but management also expects the company to average 50% annualized growth for the foreseeable future.</p><p>And the company's recent staggering growth during a challenging time for automotive companies gives substance to management's rosy outlook. In addition, with delivery times for new vehicles about three or more months for most models, there's clearly plenty of demand for the products.</p><p>Sure, Tesla could face some detours this year. With supply chain challenges for the automotive industry persisting during the second quarter, there's a possibility that the company fails to grow deliveries sequentially. Additionally, there's no telling where the near-term bottom is for the stock.</p><p>But shares are trading low enough to make the odds good that today's price could seem attractive when investors look back five years from now.</p><p>Based on Tesla's business momentum, these are likely early days for the company. So the stock's pullback this year could be a great buying opportunity for patient investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now a Good Time to Buy Tesla 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 a Good Time to Buy Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-22 22:45 GMT+8 <a href=https://www.fool.com/investing/2022/06/22/is-now-a-good-time-to-buy-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe EV maker's shares are down more than 30% year to date.Thanks to the company's soaring earnings, its price-to-earnings ratio has fallen even more than its stock price.It's navigating ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/22/is-now-a-good-time-to-buy-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/06/22/is-now-a-good-time-to-buy-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152025197","content_text":"KEY POINTSThe EV maker's shares are down more than 30% year to date.Thanks to the company's soaring earnings, its price-to-earnings ratio has fallen even more than its stock price.It's navigating supply-chain challenges extremely well.With shares of Tesla rebounding sharply on Tuesday, rising more than 11% at one point, investors might be wondering if now is a good time to get in on the beaten-down stock.After all, shares of the automaker are still down more than 30% year to date. And this comes at a time the company is seeing rapid growth in vehicle deliveries and demand that far exceeds supply. Furthermore, the stock's price-to-earnings (P/E) ratio has plummeted over the past year, making the valuation more attractive.To see whether shares are attractive today, let's take a closer look at thegrowth stock, its valuation, and the underlying business valuation.Soaring sales and earningsWhile shares of Tesla have been pummeled this year, the underlying business is actually doing very well. First-quarter deliveries skyrocketed 68% year over year. This was fueled by an impressive 69% boost in production, an extraordinary achievement considering the global supply constraints automotive companies are facing.Even more, Tesla has been able to pass on increased costs during this inflationary period with price increases.Importantly, a big jump in deliveries and recent price hikes for its products are translating to strong financials for the company. Revenue jumped 81% year over year to $18.8 billion, and earnings soared 658% to $3.3 billion. Free cash flow for the quarter was $2.2 billion, up from $619 million in the year-ago quarter.Tesla is also well positioned for a potential recession. It finished the quarter with $18 billion in cash, cash equivalents, and short-term marketable securities.Tesla stock valuation: Buy, sell, or hold?Thanks to the electric car company's soaring earnings recently, its P/E has actually come down much faster than its stock price. Today, Tesla has a P/E of just below 100, down about 55% year to date. Furthermore, over the past 12 months, its P/E has fallen 85% even though the stock is actually up 15% over this period.While a P/E of close to 100 might seem too expensive at first glance, investors should realize that when they buy shares today, they are getting in on a very fast-growing company. Not only does Tesla expect vehicle production to grow 50% this year, but management also expects the company to average 50% annualized growth for the foreseeable future.And the company's recent staggering growth during a challenging time for automotive companies gives substance to management's rosy outlook. In addition, with delivery times for new vehicles about three or more months for most models, there's clearly plenty of demand for the products.Sure, Tesla could face some detours this year. With supply chain challenges for the automotive industry persisting during the second quarter, there's a possibility that the company fails to grow deliveries sequentially. Additionally, there's no telling where the near-term bottom is for the stock.But shares are trading low enough to make the odds good that today's price could seem attractive when investors look back five years from now.Based on Tesla's business momentum, these are likely early days for the company. So the stock's pullback this year could be a great buying opportunity for patient investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9040662799,"gmtCreate":1655656840011,"gmtModify":1676535679221,"author":{"id":"3552705374220089","authorId":"3552705374220089","name":"Badanu","avatar":"https://static.tigerbbs.com/486d06a79de428dc38faea5855403ce8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552705374220089","authorIdStr":"3552705374220089"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040662799","repostId":"1145347873","repostType":4,"repost":{"id":"1145347873","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":1655263188,"share":"https://ttm.financial/m/news/1145347873?lang=&edition=fundamental","pubTime":"2022-06-15 11:19","market":"us","language":"en","title":"Reminder: U.S. Market Will Be Closed on June 20 for Juneteenth","url":"https://stock-news.laohu8.com/highlight/detail?id=1145347873","media":"Tiger Newspress","summary":"Juneteenth National Independence Day is around the corner. The U.S. market will be closed on Monday,","content":"<html><head></head><body><p>Juneteenth National Independence Day is around the corner. The U.S. market will be closed on Monday, 20 June 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><h2><img src=\"https://static.tigerbbs.com/4989a261ddb67ec705ca36de413a2f98\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/>What is Juneteenth and why is it a holiday?</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7bf04d06d6904956a7564f3d1ccafe6\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>People gather at a Juneteenth rally in 2020 in Brooklyn, N.Y.</span></p><p>Juneteenth, a portmanteau of June 19, is a holiday that honors the last enslaved Black people in Texas learning they were free.</p><p>On June 19, 1865, federal troops marched on Galveston, Texas, to take control of the state. Even though the Civil War had been over for two months, slavery remained in Texas.</p><p>Union General Gordon Granger arrived in Texas and famously read General Orders No. 3, which stated, “The people of Texas are informed that, in accordance with a proclamation from the Executive of the United States, all slaves are free.”</p><p>That day came two and a half years after President Abraham Lincoln signed the Emancipation Proclamation on Jan. 1, 1863. Not all states immediately ended slavery when Lincoln signed the order during the Civil War.</p><p>While other dates — such as the Confederate Army’s surrender in the Civil War, the ratification of the 13th Amendment abolishing slavery, or the day Lincoln signed the Emancipation Proclamation — could similarly be viewed as the “end” of slavery in the U.S., Juneteenth is the day most people associate with its conclusion.</p><p>Congress moved to establish Juneteenth as a federal holiday in June 2021, and the holiday went into effect immediately. The bill, signed into law by President Biden, designated the date as Juneteenth National Independence Day.</p><p>June 19 this year falls on a Sunday, so most federal employees will get Monday, June 20 off. Some private companies last year also made Juneteenth a paid holiday for employees.</p><p>Congress had not added a federal holiday since Martin Luther King Day in 1983.</p><p>Juneteenth celebrations may include religious services, educational events, family gatherings and festivals. Some areas of the country, including Kansas and Texas, have had parades on Juneteenth.</p><p>Despite the U.S. recognizing Juneteenth as a federal holiday last year, many Americans still didn’t know the meaning of the observance. In a 2021 Gallup survey, 28% of U.S. adults said they knew “nothing at all” about Juneteenth.</p><p>Awareness of the date’s significance also broke along party lines. The survey found that 16% of Democrats knew “nothing at all” about Juneteenth, compared with 45% of Republicans.</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>Reminder: U.S. Market Will Be Closed on June 20 for Juneteenth</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\">\nReminder: U.S. Market Will Be Closed on June 20 for Juneteenth\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\">2022-06-15 11:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Juneteenth National Independence Day is around the corner. The U.S. market will be closed on Monday, 20 June 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><h2><img src=\"https://static.tigerbbs.com/4989a261ddb67ec705ca36de413a2f98\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/>What is Juneteenth and why is it a holiday?</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7bf04d06d6904956a7564f3d1ccafe6\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>People gather at a Juneteenth rally in 2020 in Brooklyn, N.Y.</span></p><p>Juneteenth, a portmanteau of June 19, is a holiday that honors the last enslaved Black people in Texas learning they were free.</p><p>On June 19, 1865, federal troops marched on Galveston, Texas, to take control of the state. Even though the Civil War had been over for two months, slavery remained in Texas.</p><p>Union General Gordon Granger arrived in Texas and famously read General Orders No. 3, which stated, “The people of Texas are informed that, in accordance with a proclamation from the Executive of the United States, all slaves are free.”</p><p>That day came two and a half years after President Abraham Lincoln signed the Emancipation Proclamation on Jan. 1, 1863. Not all states immediately ended slavery when Lincoln signed the order during the Civil War.</p><p>While other dates — such as the Confederate Army’s surrender in the Civil War, the ratification of the 13th Amendment abolishing slavery, or the day Lincoln signed the Emancipation Proclamation — could similarly be viewed as the “end” of slavery in the U.S., Juneteenth is the day most people associate with its conclusion.</p><p>Congress moved to establish Juneteenth as a federal holiday in June 2021, and the holiday went into effect immediately. The bill, signed into law by President Biden, designated the date as Juneteenth National Independence Day.</p><p>June 19 this year falls on a Sunday, so most federal employees will get Monday, June 20 off. Some private companies last year also made Juneteenth a paid holiday for employees.</p><p>Congress had not added a federal holiday since Martin Luther King Day in 1983.</p><p>Juneteenth celebrations may include religious services, educational events, family gatherings and festivals. Some areas of the country, including Kansas and Texas, have had parades on Juneteenth.</p><p>Despite the U.S. recognizing Juneteenth as a federal holiday last year, many Americans still didn’t know the meaning of the observance. In a 2021 Gallup survey, 28% of U.S. adults said they knew “nothing at all” about Juneteenth.</p><p>Awareness of the date’s significance also broke along party lines. The survey found that 16% of Democrats knew “nothing at all” about Juneteenth, compared with 45% of Republicans.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145347873","content_text":"Juneteenth National Independence Day is around the corner. The U.S. market will be closed on Monday, 20 June 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.What is Juneteenth and why is it a holiday?People gather at a Juneteenth rally in 2020 in Brooklyn, N.Y.Juneteenth, a portmanteau of June 19, is a holiday that honors the last enslaved Black people in Texas learning they were free.On June 19, 1865, federal troops marched on Galveston, Texas, to take control of the state. Even though the Civil War had been over for two months, slavery remained in Texas.Union General Gordon Granger arrived in Texas and famously read General Orders No. 3, which stated, “The people of Texas are informed that, in accordance with a proclamation from the Executive of the United States, all slaves are free.”That day came two and a half years after President Abraham Lincoln signed the Emancipation Proclamation on Jan. 1, 1863. Not all states immediately ended slavery when Lincoln signed the order during the Civil War.While other dates — such as the Confederate Army’s surrender in the Civil War, the ratification of the 13th Amendment abolishing slavery, or the day Lincoln signed the Emancipation Proclamation — could similarly be viewed as the “end” of slavery in the U.S., Juneteenth is the day most people associate with its conclusion.Congress moved to establish Juneteenth as a federal holiday in June 2021, and the holiday went into effect immediately. The bill, signed into law by President Biden, designated the date as Juneteenth National Independence Day.June 19 this year falls on a Sunday, so most federal employees will get Monday, June 20 off. Some private companies last year also made Juneteenth a paid holiday for employees.Congress had not added a federal holiday since Martin Luther King Day in 1983.Juneteenth celebrations may include religious services, educational events, family gatherings and festivals. Some areas of the country, including Kansas and Texas, have had parades on Juneteenth.Despite the U.S. recognizing Juneteenth as a federal holiday last year, many Americans still didn’t know the meaning of the observance. In a 2021 Gallup survey, 28% of U.S. adults said they knew “nothing at all” about Juneteenth.Awareness of the date’s significance also broke along party lines. The survey found that 16% of Democrats knew “nothing at all” about Juneteenth, compared with 45% of Republicans.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}