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2023-06-07

$Tesla Motors(TSLA)$ yes. It should hit the target price. However, might have to be cautious when everyone is so exuberant too.

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$Tesla Motors(TSLA)$ if you hold a long term view, good to nibble in a little at a time. Short term wise should still have more pain

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href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>yes. It should hit the target price.&nbsp; However, might have to be cautious when everyone is so exuberant too.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>yes. It should hit the target price.&nbsp; However, might have to be cautious when everyone is so exuberant too.&nbsp;","text":"$Tesla Motors(TSLA)$ yes. It should hit the target price. However, might have to be cautious when everyone is so exuberant too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184785677889656","isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952031934,"gmtCreate":1674252408828,"gmtModify":1676538933399,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9952031934","repostId":"2304985156","repostType":4,"repost":{"id":"2304985156","kind":"highlight","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":1674227153,"share":"https://ttm.financial/m/news/2304985156?lang=&edition=fundamental","pubTime":"2023-01-20 23:05","market":"us","language":"en","title":"Smaller Fed Rate Hike May Augur End to \"Ongoing\" Increases","url":"https://stock-news.laohu8.com/highlight/detail?id=2304985156","media":"Reuters","summary":"WASHINGTON, Jan 20 (Reuters) - The Federal Reserve is set to again slow the pace of its interest rat","content":"<html><head></head><body><p>WASHINGTON, Jan 20 (Reuters) - The Federal Reserve is set to again slow the pace of its interest rate increases at a Jan. 31-Feb. 1 policy meeting while also signaling that its battle against inflation is far from over.</p><p>Economic data since the U.S. central bank&#39;s last meeting in December have showed inflation continuing to wane, with consumer and producer prices, profits, and wages all growing more slowly, and major inflation drivers like rent hardwired to move down.</p><p>Policymakers have reacted, with more of them saying they are ready to raise rates by only a quarter of a percentage point at the upcoming meeting, a back-to-normal approach after a year in which the target policy rate was ratcheted up by 4.25 percentage points, with the bulk coming in 75-basis-point increments.</p><p>It was the fastest tightening of monetary policy since the 1980s. The Fed scaled back the pace in December to a half-percentage-point increase as a way to acknowledge that the main force of its credit tightening was yet to be felt in job markets and among consumers, and to more cautiously feel the way to an eventual stopping point.</p><p>Fed Vice Chair Lael Brainard said on Thursday that &#34;logic&#34; still applied as the central bank &#34;probed&#34; how much further to raise rates in an environment where inflation appears set to slow and the economy may be weakening.</p><p>After last year&#39;s rapid rate increases, &#34;now we&#39;re in an environment where we&#39;re balancing risks on both sides,&#34; Brainard said on Thursday during an event at the University of Chicago&#39;s Booth School of Business, even as she avoided, as the Fed&#39;s second-ranking official, voicing an explicit policy preference for the upcoming meeting.</p><p>But Brainard also reiterated a view that the policy-setting Federal Open Market Committee&#39;s next statement and Fed Chair Jerome Powell in his Feb. 1 news conference are likely to hammer home: Slowing inflation isn&#39;t low inflation, and a smaller rate increase doesn&#39;t mean the central bank is ready to pause yet.</p><p>The personal consumption expenditures price index, the Fed&#39;s preferred measure of inflation, increased at a 5.5% annual rate in November, down from the June high of 7% but still far above the central bank&#39;s 2% target. Consumer prices rose at an even faster 6.5% pace in December.</p><p>&#34;Inflation is high, and it will take time and resolve to get it back down to 2%. We are determined to stay the course,&#34; Brainard said.</p><h2>NEW LANGUAGE?</h2><p>The message of an unremitting battle against inflation has become a consensus mantra among the Fed&#39;s 19 policymakers, but one they may be challenged to sustain if evidence continues to mount that the economy is slowing.</p><p>Throughout last year, the Fed&#39;s rapid series of rate hikes were announced in a statement that also promised &#34;ongoing increases&#34; until rates were &#34;sufficiently restrictive to return inflation to 2%.&#34;</p><p>That language may be ripe for change, possibly as soon as the upcoming meeting. If the Fed follows through with the expected quarter-percentage-point increase on Feb. 1, the federal funds rate would be set in a range of between 4.50% and 4.75%, close to the level of just above 5% that Fed officials at the December meeting estimated as the likely stopping point.</p><p>Officials will not issue new projections at the upcoming meeting, so any shift in emphasis would need to come through the policy statement, which will be released at 2 p.m. EST (1900 GMT) on Feb. 1. Powell will start speaking half an hour later.</p><p>&#34;Given they are getting kind of close to where they are wanting to pause, they should indicate that,&#34; possibly with language pointing just to &#34;further&#34; increases rather than the more open-ended guidance for &#34;ongoing&#34; rate hikes, said Bill English, a former head of the Fed&#39;s monetary affairs division who is now a professor at the Yale School of Management.</p><p>Any new language, however, would try to avoid the appearance of a promise around any particular stopping point.</p><h2>&#39;THE EASY PART&#39;</h2><p>Investors already see the Fed pausing with the target rate at a slightly lower level than policymakers project and then cutting rates later this year - a view that officials don&#39;t want to encourage on the grounds it could serve to loosen the credit and financial conditions the Fed is trying to restrict.</p><p>Fed officials were surprised in 2021 by the persistence of inflation that at one point was more than triple their 2% target. They spent last year trying to catch up by raising interest rates, and now seem biased in favor of doing too much to restrain the pace of prices rather than doing too little out of fear of damaging the jobs market and economic growth.</p><p>&#34;The history of inflation forecast errors in 2021/22 makes the Fed&#39;s reaction function more conservative and less likely to take wins on the inflation front at face value,&#34; said Edward Al-Hussainy, a rates analyst at Columbia Threadneedle, who termed the current phase of the Fed&#39;s tightening cycle as &#34;the easy part.&#34;</p><p>The economy does appear to be slowing in ways the Fed hopes will ease the pressure on prices, with ebbing demand moving more in line with the supply of goods and services that the economy can produce or import.</p><p>U.S. retail sales in December were a disappointment. Industrial production, a broad measure of factory output for which peaks and declines are seen as possible evidence of a coming recession, passed its pre-pandemic high point last year but then fell sharply in November and December.</p><p>The evidence of slowing growth hasn&#39;t, however, translated into a sharp slowdown in the job market or hiring - a fact that has made Fed officials focus on wage growth and remain reluctant to trust that the decline in inflation will continue. The unemployment rate is currently 3.5%, a level seen only rarely since World War Two.</p><p>A wage tracker compiled by the Atlanta Fed shows the three-month moving average of median wages still growing more than 6% as of December, lower than the average rate of consumer inflation but a pace many Fed officials feel is &#34;inconsistent&#34; with their inflation target.</p><p>The risk of going too far and putting too much pressure on the economy may be rising, Boston Fed President Susan Collins, one of the advocates for going more slowly, said on Thursday.</p><p>But that doesn&#39;t mean it is time to stop.</p><p>&#34;Restoring price stability remains our imperative,&#34; Collins said during a conference at her regional bank. &#34;Thus, I anticipate the need for further rate increases.&#34;</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>Smaller Fed Rate Hike May Augur End to \"Ongoing\" Increases</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\">\nSmaller Fed Rate Hike May Augur End to \"Ongoing\" Increases\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\">2023-01-20 23:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Jan 20 (Reuters) - The Federal Reserve is set to again slow the pace of its interest rate increases at a Jan. 31-Feb. 1 policy meeting while also signaling that its battle against inflation is far from over.</p><p>Economic data since the U.S. central bank&#39;s last meeting in December have showed inflation continuing to wane, with consumer and producer prices, profits, and wages all growing more slowly, and major inflation drivers like rent hardwired to move down.</p><p>Policymakers have reacted, with more of them saying they are ready to raise rates by only a quarter of a percentage point at the upcoming meeting, a back-to-normal approach after a year in which the target policy rate was ratcheted up by 4.25 percentage points, with the bulk coming in 75-basis-point increments.</p><p>It was the fastest tightening of monetary policy since the 1980s. The Fed scaled back the pace in December to a half-percentage-point increase as a way to acknowledge that the main force of its credit tightening was yet to be felt in job markets and among consumers, and to more cautiously feel the way to an eventual stopping point.</p><p>Fed Vice Chair Lael Brainard said on Thursday that &#34;logic&#34; still applied as the central bank &#34;probed&#34; how much further to raise rates in an environment where inflation appears set to slow and the economy may be weakening.</p><p>After last year&#39;s rapid rate increases, &#34;now we&#39;re in an environment where we&#39;re balancing risks on both sides,&#34; Brainard said on Thursday during an event at the University of Chicago&#39;s Booth School of Business, even as she avoided, as the Fed&#39;s second-ranking official, voicing an explicit policy preference for the upcoming meeting.</p><p>But Brainard also reiterated a view that the policy-setting Federal Open Market Committee&#39;s next statement and Fed Chair Jerome Powell in his Feb. 1 news conference are likely to hammer home: Slowing inflation isn&#39;t low inflation, and a smaller rate increase doesn&#39;t mean the central bank is ready to pause yet.</p><p>The personal consumption expenditures price index, the Fed&#39;s preferred measure of inflation, increased at a 5.5% annual rate in November, down from the June high of 7% but still far above the central bank&#39;s 2% target. Consumer prices rose at an even faster 6.5% pace in December.</p><p>&#34;Inflation is high, and it will take time and resolve to get it back down to 2%. We are determined to stay the course,&#34; Brainard said.</p><h2>NEW LANGUAGE?</h2><p>The message of an unremitting battle against inflation has become a consensus mantra among the Fed&#39;s 19 policymakers, but one they may be challenged to sustain if evidence continues to mount that the economy is slowing.</p><p>Throughout last year, the Fed&#39;s rapid series of rate hikes were announced in a statement that also promised &#34;ongoing increases&#34; until rates were &#34;sufficiently restrictive to return inflation to 2%.&#34;</p><p>That language may be ripe for change, possibly as soon as the upcoming meeting. If the Fed follows through with the expected quarter-percentage-point increase on Feb. 1, the federal funds rate would be set in a range of between 4.50% and 4.75%, close to the level of just above 5% that Fed officials at the December meeting estimated as the likely stopping point.</p><p>Officials will not issue new projections at the upcoming meeting, so any shift in emphasis would need to come through the policy statement, which will be released at 2 p.m. EST (1900 GMT) on Feb. 1. Powell will start speaking half an hour later.</p><p>&#34;Given they are getting kind of close to where they are wanting to pause, they should indicate that,&#34; possibly with language pointing just to &#34;further&#34; increases rather than the more open-ended guidance for &#34;ongoing&#34; rate hikes, said Bill English, a former head of the Fed&#39;s monetary affairs division who is now a professor at the Yale School of Management.</p><p>Any new language, however, would try to avoid the appearance of a promise around any particular stopping point.</p><h2>&#39;THE EASY PART&#39;</h2><p>Investors already see the Fed pausing with the target rate at a slightly lower level than policymakers project and then cutting rates later this year - a view that officials don&#39;t want to encourage on the grounds it could serve to loosen the credit and financial conditions the Fed is trying to restrict.</p><p>Fed officials were surprised in 2021 by the persistence of inflation that at one point was more than triple their 2% target. They spent last year trying to catch up by raising interest rates, and now seem biased in favor of doing too much to restrain the pace of prices rather than doing too little out of fear of damaging the jobs market and economic growth.</p><p>&#34;The history of inflation forecast errors in 2021/22 makes the Fed&#39;s reaction function more conservative and less likely to take wins on the inflation front at face value,&#34; said Edward Al-Hussainy, a rates analyst at Columbia Threadneedle, who termed the current phase of the Fed&#39;s tightening cycle as &#34;the easy part.&#34;</p><p>The economy does appear to be slowing in ways the Fed hopes will ease the pressure on prices, with ebbing demand moving more in line with the supply of goods and services that the economy can produce or import.</p><p>U.S. retail sales in December were a disappointment. Industrial production, a broad measure of factory output for which peaks and declines are seen as possible evidence of a coming recession, passed its pre-pandemic high point last year but then fell sharply in November and December.</p><p>The evidence of slowing growth hasn&#39;t, however, translated into a sharp slowdown in the job market or hiring - a fact that has made Fed officials focus on wage growth and remain reluctant to trust that the decline in inflation will continue. The unemployment rate is currently 3.5%, a level seen only rarely since World War Two.</p><p>A wage tracker compiled by the Atlanta Fed shows the three-month moving average of median wages still growing more than 6% as of December, lower than the average rate of consumer inflation but a pace many Fed officials feel is &#34;inconsistent&#34; with their inflation target.</p><p>The risk of going too far and putting too much pressure on the economy may be rising, Boston Fed President Susan Collins, one of the advocates for going more slowly, said on Thursday.</p><p>But that doesn&#39;t mean it is time to stop.</p><p>&#34;Restoring price stability remains our imperative,&#34; Collins said during a conference at her regional bank. &#34;Thus, I anticipate the need for further rate increases.&#34;</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":"2304985156","content_text":"WASHINGTON, Jan 20 (Reuters) - The Federal Reserve is set to again slow the pace of its interest rate increases at a Jan. 31-Feb. 1 policy meeting while also signaling that its battle against inflation is far from over.Economic data since the U.S. central bank's last meeting in December have showed inflation continuing to wane, with consumer and producer prices, profits, and wages all growing more slowly, and major inflation drivers like rent hardwired to move down.Policymakers have reacted, with more of them saying they are ready to raise rates by only a quarter of a percentage point at the upcoming meeting, a back-to-normal approach after a year in which the target policy rate was ratcheted up by 4.25 percentage points, with the bulk coming in 75-basis-point increments.It was the fastest tightening of monetary policy since the 1980s. The Fed scaled back the pace in December to a half-percentage-point increase as a way to acknowledge that the main force of its credit tightening was yet to be felt in job markets and among consumers, and to more cautiously feel the way to an eventual stopping point.Fed Vice Chair Lael Brainard said on Thursday that \"logic\" still applied as the central bank \"probed\" how much further to raise rates in an environment where inflation appears set to slow and the economy may be weakening.After last year's rapid rate increases, \"now we're in an environment where we're balancing risks on both sides,\" Brainard said on Thursday during an event at the University of Chicago's Booth School of Business, even as she avoided, as the Fed's second-ranking official, voicing an explicit policy preference for the upcoming meeting.But Brainard also reiterated a view that the policy-setting Federal Open Market Committee's next statement and Fed Chair Jerome Powell in his Feb. 1 news conference are likely to hammer home: Slowing inflation isn't low inflation, and a smaller rate increase doesn't mean the central bank is ready to pause yet.The personal consumption expenditures price index, the Fed's preferred measure of inflation, increased at a 5.5% annual rate in November, down from the June high of 7% but still far above the central bank's 2% target. Consumer prices rose at an even faster 6.5% pace in December.\"Inflation is high, and it will take time and resolve to get it back down to 2%. We are determined to stay the course,\" Brainard said.NEW LANGUAGE?The message of an unremitting battle against inflation has become a consensus mantra among the Fed's 19 policymakers, but one they may be challenged to sustain if evidence continues to mount that the economy is slowing.Throughout last year, the Fed's rapid series of rate hikes were announced in a statement that also promised \"ongoing increases\" until rates were \"sufficiently restrictive to return inflation to 2%.\"That language may be ripe for change, possibly as soon as the upcoming meeting. If the Fed follows through with the expected quarter-percentage-point increase on Feb. 1, the federal funds rate would be set in a range of between 4.50% and 4.75%, close to the level of just above 5% that Fed officials at the December meeting estimated as the likely stopping point.Officials will not issue new projections at the upcoming meeting, so any shift in emphasis would need to come through the policy statement, which will be released at 2 p.m. EST (1900 GMT) on Feb. 1. Powell will start speaking half an hour later.\"Given they are getting kind of close to where they are wanting to pause, they should indicate that,\" possibly with language pointing just to \"further\" increases rather than the more open-ended guidance for \"ongoing\" rate hikes, said Bill English, a former head of the Fed's monetary affairs division who is now a professor at the Yale School of Management.Any new language, however, would try to avoid the appearance of a promise around any particular stopping point.'THE EASY PART'Investors already see the Fed pausing with the target rate at a slightly lower level than policymakers project and then cutting rates later this year - a view that officials don't want to encourage on the grounds it could serve to loosen the credit and financial conditions the Fed is trying to restrict.Fed officials were surprised in 2021 by the persistence of inflation that at one point was more than triple their 2% target. They spent last year trying to catch up by raising interest rates, and now seem biased in favor of doing too much to restrain the pace of prices rather than doing too little out of fear of damaging the jobs market and economic growth.\"The history of inflation forecast errors in 2021/22 makes the Fed's reaction function more conservative and less likely to take wins on the inflation front at face value,\" said Edward Al-Hussainy, a rates analyst at Columbia Threadneedle, who termed the current phase of the Fed's tightening cycle as \"the easy part.\"The economy does appear to be slowing in ways the Fed hopes will ease the pressure on prices, with ebbing demand moving more in line with the supply of goods and services that the economy can produce or import.U.S. retail sales in December were a disappointment. Industrial production, a broad measure of factory output for which peaks and declines are seen as possible evidence of a coming recession, passed its pre-pandemic high point last year but then fell sharply in November and December.The evidence of slowing growth hasn't, however, translated into a sharp slowdown in the job market or hiring - a fact that has made Fed officials focus on wage growth and remain reluctant to trust that the decline in inflation will continue. The unemployment rate is currently 3.5%, a level seen only rarely since World War Two.A wage tracker compiled by the Atlanta Fed shows the three-month moving average of median wages still growing more than 6% as of December, lower than the average rate of consumer inflation but a pace many Fed officials feel is \"inconsistent\" with their inflation target.The risk of going too far and putting too much pressure on the economy may be rising, Boston Fed President Susan Collins, one of the advocates for going more slowly, said on Thursday.But that doesn't mean it is time to stop.\"Restoring price stability remains our imperative,\" Collins said during a conference at her regional bank. \"Thus, I anticipate the need for further rate increases.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927680194,"gmtCreate":1672468662019,"gmtModify":1676538695429,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927680194","repostId":"1124790458","repostType":4,"repost":{"id":"1124790458","kind":"news","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":1672451544,"share":"https://ttm.financial/m/news/1124790458?lang=&edition=fundamental","pubTime":"2022-12-31 09:52","market":"us","language":"en","title":"Wall Street’s Forecasts for Stock Markets in 2023: U.S. May Enter a Mild Recession, S&P 500 Is Expected to Have a U-Turn","url":"https://stock-news.laohu8.com/highlight/detail?id=1124790458","media":"Tiger Newspress","summary":"The Dow Jones Industrial Average fell 0.22% to 33,147.25 on Friday, sliding 8.78% in 2022; the S&P 5","content":"<html><head></head><body><p>The Dow Jones Industrial Average fell 0.22% to 33,147.25 on Friday, sliding 8.78% in 2022; the S&amp;P 500 lost 0.25% at 3,839.50, crashing 19.44% in 2022; and the Nasdaq Composite dropped 0.11% to 10,466.48, tumbling 33.1% in 2022.</p><p>After experiencing the nightmare in 2022, the focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession. Citi and Wells Fargo predict U.S. economy may enter a mild recession, JPMorgan, Morgan Stanley and BofA believe S&amp;P 500 may have a U-turn.</p><p><img src=\"https://static.tigerbbs.com/454ca17f041d951865e2a90001e29ccb\" tg-width=\"750\" tg-height=\"3096\" referrerpolicy=\"no-referrer\"/><b>Goldman Sachs Expects S&amp;P 500 to End 2023 Around 4,000</b></p><p>Goldman Sachs (GS) recently joined a slew of global investment bankers while unveiling the 2023 forecasts.</p><p>In its latest analysis, the GS expects S&amp;P 500 Future to average around 4,000 in 2023.</p><p>The US bank also states that S&amp;P 500 EPS is still $224 in 2023 while stating, “The firm remains underweight the S&amp;P 500 Industrials Sector despite its 19% rally since the start of the fourth quarter.”</p><p><b>JP Morgan Believes S&amp;P 500 Will Reach 4,200 By Year-End in 2023</b></p><p>JP Morgan expects the global economy is projected to expand at a sluggish pace of around 1.6% in 2023 as financial conditions tighten, the winter aggravates China’s COVID policy and Europe’s natural gas problems persist, and it is not at imminent risk of sliding into recession, as the sharp decline in inflation helps promote growth, but a U.S. recession is likely before the end of 2024.</p><p>For U.S. stocks, the company thinks that in the first half of 2023, the S&amp;P 500 is expected to re-test the lows of 2022, but a pivot from the Fed could drive an asset recovery later in the year, pushing the S&amp;P 500 to 4,200 by year-end.</p><p><b>Morgan Stanley Predicts S&amp;P May Slid to 3,000 Before Ending the Year at 3,900</b></p><p>Morgan Stanley expects that in the coming year, markets will continue to be driven by macro themes.</p><p>In 2023, it anticipates a transition from an environment with generally rising policy rates to one in which inflationary pressure recedes, rate increases end and global growth slows, with GDP growth in developed markets bottoming at 0.2% (annualized) in the third quarter of 2023.</p><p>Consequently, it expects rates curves to steepen, driving returns for bonds and other fixed income investments, and U.S. equity markets to sell off in the first quarter, reaching levels as low as 3,000 to 3,300 for the S&amp;P 500 before ending the year about flat at 3,900.</p><p><b>Bank of America Sees Stocks Going Nowhere in 2023</b></p><p>BofA set a 2023 year-end price target of 4,000 on S&amp;P 500, as annual earnings per share for the S&amp;P 500 are seen to $200.</p><p>While BofA is bearish near term, the bank remains bullish over the long haul and sees the S&amp;P 500 returning 8% annually over the next decade. The firm is advising investors to focus on the marathon and not the sprint.</p><p>The bank placed the odds of generating a positive return on the index if an investor holds it for a day at “just more than a coin flip,” or 54%, while owning the S&amp;P 500 over the next 10 years puts the chances of making money at 94%.</p><p><b>Wells Fargo 2023 Outlook: A Year of Recession, Recovery, and Rebound</b></p><p>Wells Fargo thinks a recession and unwinding of inflationary shocks of the past 18 months could allow inflation to decline to under 3% on a year-over-year basis by year-end 2023.</p><p>A moderate recession in the first half of 2023 may lead to a contraction for the year as a whole, marked by -1.3% U.S. GDP (gross domestic product) growth.</p><p>Once investors begin to anticipate economic and earnings recovery, the S&amp;P 500 Index is forecasted to gain into year-end. S&amp;P 500 Index target range is 4,300 – 4,500 for year-end 2023.</p><p>Federal funds rate forecast of 3.50% – 3.75% anticipates multiple policy interest-rate reductions after rates reach a peak above 4.50% early in 2023.</p><p><b>Citi Expects S&amp;P 500 to End 2023 at 3,900 Points and Its EPS Will Be $215</b></p><p>Its view is that multiples tend to expand coming out of recessions as EPS in the denominator continues to fall while the market begins pricing in recovery on the other side.</p><p>Part of this multiple expansion, however, has a rates connection. The monetary policy impulse to lower rates lifts multiples as the economy works its way out of the depths of recession.</p><p>It believes the eurozone and U.K. will enter a recession by the end of 2022. The U.S. stands to enter a recession by mid-2023.</p><p><b>HSBC Expects S&amp;P 500 to End 2023 At</b> <b>4,000 Points and Its EPS Will Be $225</b></p><p>The company believes that valuation headwinds will persist well into 2023, and most downside in the coming months will come from slowing profitability.</p><p><b>Deutsche Bank Thinks That Equity Bear Market Rally Will Stretch Into 2023, Dollar Weaker</b></p><p>It sees the S&amp;P 500 at 4,500 in the first half, down more than 25% in Q3, and back to 4,500 by year-end 2023.</p><p>In its 2023 outlook, Deutsche said a recession was likely to take hold from mid-year and would also be felt in credit markets where U.S. high yield spreads should widen to 860 basis points by end-2023, and euro-denominated high yield spreads should reach 930 bps.</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’s Forecasts for Stock Markets in 2023: U.S. May Enter a Mild Recession, S&P 500 Is Expected to Have a U-Turn</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\">\nWall Street’s Forecasts for Stock Markets in 2023: U.S. May Enter a Mild Recession, S&P 500 Is Expected to Have a U-Turn\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\">2022-12-31 09:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Dow Jones Industrial Average fell 0.22% to 33,147.25 on Friday, sliding 8.78% in 2022; the S&amp;P 500 lost 0.25% at 3,839.50, crashing 19.44% in 2022; and the Nasdaq Composite dropped 0.11% to 10,466.48, tumbling 33.1% in 2022.</p><p>After experiencing the nightmare in 2022, the focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession. Citi and Wells Fargo predict U.S. economy may enter a mild recession, JPMorgan, Morgan Stanley and BofA believe S&amp;P 500 may have a U-turn.</p><p><img src=\"https://static.tigerbbs.com/454ca17f041d951865e2a90001e29ccb\" tg-width=\"750\" tg-height=\"3096\" referrerpolicy=\"no-referrer\"/><b>Goldman Sachs Expects S&amp;P 500 to End 2023 Around 4,000</b></p><p>Goldman Sachs (GS) recently joined a slew of global investment bankers while unveiling the 2023 forecasts.</p><p>In its latest analysis, the GS expects S&amp;P 500 Future to average around 4,000 in 2023.</p><p>The US bank also states that S&amp;P 500 EPS is still $224 in 2023 while stating, “The firm remains underweight the S&amp;P 500 Industrials Sector despite its 19% rally since the start of the fourth quarter.”</p><p><b>JP Morgan Believes S&amp;P 500 Will Reach 4,200 By Year-End in 2023</b></p><p>JP Morgan expects the global economy is projected to expand at a sluggish pace of around 1.6% in 2023 as financial conditions tighten, the winter aggravates China’s COVID policy and Europe’s natural gas problems persist, and it is not at imminent risk of sliding into recession, as the sharp decline in inflation helps promote growth, but a U.S. recession is likely before the end of 2024.</p><p>For U.S. stocks, the company thinks that in the first half of 2023, the S&amp;P 500 is expected to re-test the lows of 2022, but a pivot from the Fed could drive an asset recovery later in the year, pushing the S&amp;P 500 to 4,200 by year-end.</p><p><b>Morgan Stanley Predicts S&amp;P May Slid to 3,000 Before Ending the Year at 3,900</b></p><p>Morgan Stanley expects that in the coming year, markets will continue to be driven by macro themes.</p><p>In 2023, it anticipates a transition from an environment with generally rising policy rates to one in which inflationary pressure recedes, rate increases end and global growth slows, with GDP growth in developed markets bottoming at 0.2% (annualized) in the third quarter of 2023.</p><p>Consequently, it expects rates curves to steepen, driving returns for bonds and other fixed income investments, and U.S. equity markets to sell off in the first quarter, reaching levels as low as 3,000 to 3,300 for the S&amp;P 500 before ending the year about flat at 3,900.</p><p><b>Bank of America Sees Stocks Going Nowhere in 2023</b></p><p>BofA set a 2023 year-end price target of 4,000 on S&amp;P 500, as annual earnings per share for the S&amp;P 500 are seen to $200.</p><p>While BofA is bearish near term, the bank remains bullish over the long haul and sees the S&amp;P 500 returning 8% annually over the next decade. The firm is advising investors to focus on the marathon and not the sprint.</p><p>The bank placed the odds of generating a positive return on the index if an investor holds it for a day at “just more than a coin flip,” or 54%, while owning the S&amp;P 500 over the next 10 years puts the chances of making money at 94%.</p><p><b>Wells Fargo 2023 Outlook: A Year of Recession, Recovery, and Rebound</b></p><p>Wells Fargo thinks a recession and unwinding of inflationary shocks of the past 18 months could allow inflation to decline to under 3% on a year-over-year basis by year-end 2023.</p><p>A moderate recession in the first half of 2023 may lead to a contraction for the year as a whole, marked by -1.3% U.S. GDP (gross domestic product) growth.</p><p>Once investors begin to anticipate economic and earnings recovery, the S&amp;P 500 Index is forecasted to gain into year-end. S&amp;P 500 Index target range is 4,300 – 4,500 for year-end 2023.</p><p>Federal funds rate forecast of 3.50% – 3.75% anticipates multiple policy interest-rate reductions after rates reach a peak above 4.50% early in 2023.</p><p><b>Citi Expects S&amp;P 500 to End 2023 at 3,900 Points and Its EPS Will Be $215</b></p><p>Its view is that multiples tend to expand coming out of recessions as EPS in the denominator continues to fall while the market begins pricing in recovery on the other side.</p><p>Part of this multiple expansion, however, has a rates connection. The monetary policy impulse to lower rates lifts multiples as the economy works its way out of the depths of recession.</p><p>It believes the eurozone and U.K. will enter a recession by the end of 2022. The U.S. stands to enter a recession by mid-2023.</p><p><b>HSBC Expects S&amp;P 500 to End 2023 At</b> <b>4,000 Points and Its EPS Will Be $225</b></p><p>The company believes that valuation headwinds will persist well into 2023, and most downside in the coming months will come from slowing profitability.</p><p><b>Deutsche Bank Thinks That Equity Bear Market Rally Will Stretch Into 2023, Dollar Weaker</b></p><p>It sees the S&amp;P 500 at 4,500 in the first half, down more than 25% in Q3, and back to 4,500 by year-end 2023.</p><p>In its 2023 outlook, Deutsche said a recession was likely to take hold from mid-year and would also be felt in credit markets where U.S. high yield spreads should widen to 860 basis points by end-2023, and euro-denominated high yield spreads should reach 930 bps.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DB":"德意志银行","JPM":"摩根大通","C":"花旗","WFC":"富国银行","GS":"高盛","HSBC":"汇丰",".SPX":"S&P 500 Index","BAC":"美国银行","MS":"摩根士丹利"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124790458","content_text":"The Dow Jones Industrial Average fell 0.22% to 33,147.25 on Friday, sliding 8.78% in 2022; the S&P 500 lost 0.25% at 3,839.50, crashing 19.44% in 2022; and the Nasdaq Composite dropped 0.11% to 10,466.48, tumbling 33.1% in 2022.After experiencing the nightmare in 2022, the focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession. Citi and Wells Fargo predict U.S. economy may enter a mild recession, JPMorgan, Morgan Stanley and BofA believe S&P 500 may have a U-turn.Goldman Sachs Expects S&P 500 to End 2023 Around 4,000Goldman Sachs (GS) recently joined a slew of global investment bankers while unveiling the 2023 forecasts.In its latest analysis, the GS expects S&P 500 Future to average around 4,000 in 2023.The US bank also states that S&P 500 EPS is still $224 in 2023 while stating, “The firm remains underweight the S&P 500 Industrials Sector despite its 19% rally since the start of the fourth quarter.”JP Morgan Believes S&P 500 Will Reach 4,200 By Year-End in 2023JP Morgan expects the global economy is projected to expand at a sluggish pace of around 1.6% in 2023 as financial conditions tighten, the winter aggravates China’s COVID policy and Europe’s natural gas problems persist, and it is not at imminent risk of sliding into recession, as the sharp decline in inflation helps promote growth, but a U.S. recession is likely before the end of 2024.For U.S. stocks, the company thinks that in the first half of 2023, the S&P 500 is expected to re-test the lows of 2022, but a pivot from the Fed could drive an asset recovery later in the year, pushing the S&P 500 to 4,200 by year-end.Morgan Stanley Predicts S&P May Slid to 3,000 Before Ending the Year at 3,900Morgan Stanley expects that in the coming year, markets will continue to be driven by macro themes.In 2023, it anticipates a transition from an environment with generally rising policy rates to one in which inflationary pressure recedes, rate increases end and global growth slows, with GDP growth in developed markets bottoming at 0.2% (annualized) in the third quarter of 2023.Consequently, it expects rates curves to steepen, driving returns for bonds and other fixed income investments, and U.S. equity markets to sell off in the first quarter, reaching levels as low as 3,000 to 3,300 for the S&P 500 before ending the year about flat at 3,900.Bank of America Sees Stocks Going Nowhere in 2023BofA set a 2023 year-end price target of 4,000 on S&P 500, as annual earnings per share for the S&P 500 are seen to $200.While BofA is bearish near term, the bank remains bullish over the long haul and sees the S&P 500 returning 8% annually over the next decade. The firm is advising investors to focus on the marathon and not the sprint.The bank placed the odds of generating a positive return on the index if an investor holds it for a day at “just more than a coin flip,” or 54%, while owning the S&P 500 over the next 10 years puts the chances of making money at 94%.Wells Fargo 2023 Outlook: A Year of Recession, Recovery, and ReboundWells Fargo thinks a recession and unwinding of inflationary shocks of the past 18 months could allow inflation to decline to under 3% on a year-over-year basis by year-end 2023.A moderate recession in the first half of 2023 may lead to a contraction for the year as a whole, marked by -1.3% U.S. GDP (gross domestic product) growth.Once investors begin to anticipate economic and earnings recovery, the S&P 500 Index is forecasted to gain into year-end. S&P 500 Index target range is 4,300 – 4,500 for year-end 2023.Federal funds rate forecast of 3.50% – 3.75% anticipates multiple policy interest-rate reductions after rates reach a peak above 4.50% early in 2023.Citi Expects S&P 500 to End 2023 at 3,900 Points and Its EPS Will Be $215Its view is that multiples tend to expand coming out of recessions as EPS in the denominator continues to fall while the market begins pricing in recovery on the other side.Part of this multiple expansion, however, has a rates connection. The monetary policy impulse to lower rates lifts multiples as the economy works its way out of the depths of recession.It believes the eurozone and U.K. will enter a recession by the end of 2022. The U.S. stands to enter a recession by mid-2023.HSBC Expects S&P 500 to End 2023 At 4,000 Points and Its EPS Will Be $225The company believes that valuation headwinds will persist well into 2023, and most downside in the coming months will come from slowing profitability.Deutsche Bank Thinks That Equity Bear Market Rally Will Stretch Into 2023, Dollar WeakerIt sees the S&P 500 at 4,500 in the first half, down more than 25% in Q3, and back to 4,500 by year-end 2023.In its 2023 outlook, Deutsche said a recession was likely to take hold from mid-year and would also be felt in credit markets where U.S. high yield spreads should widen to 860 basis points by end-2023, and euro-denominated high yield spreads should reach 930 bps.","news_type":1},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928414548,"gmtCreate":1671361183385,"gmtModify":1676538526746,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"$Tesla Motors(TSLA)$ if you hold a long term view, good to nibble in a little at a time. Short term wise should still have more pain&nbsp;","listText":"$Tesla Motors(TSLA)$ if you hold a long term view, good to nibble in a little at a time. Short term wise should still have more pain&nbsp;","text":"$Tesla Motors(TSLA)$ if you hold a long term view, good to nibble in a little at a time. Short term wise should still have more pain","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9928414548","isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966392884,"gmtCreate":1669416569548,"gmtModify":1676538193856,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966392884","repostId":"2285389313","repostType":4,"repost":{"id":"2285389313","kind":"highlight","pubTimestamp":1669363313,"share":"https://ttm.financial/m/news/2285389313?lang=&edition=fundamental","pubTime":"2022-11-25 16:01","market":"us","language":"en","title":"3 Stocks You'll Be Thankful to Own in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2285389313","media":"Motley Fool","summary":"Buy these three stocks while they're still on sale.","content":"<html><head></head><body><p>Turkey day is here, and that means that 2023 isn&#39;t far around the corner.</p><p>While you&#39;re celebrating the holidays with friends and family, it&#39;s also a good time of year to get your financial house in order. Though 2022 has been a year to forget for most investors, savvy investors know that bear markets present buying opportunities. So this could be a great time to put some extra money or end-of-the-year bonuses to work.</p><p>Let&#39;s take a look at three stocks that look set to bounce back in 2023.</p><h2>1. A recession-proof travel stock?</h2><p><b>Airbnb</b> has disrupted the travel sector by making an industry out of home-sharing, and the company dominates that segment of the travel industry with an estimated 74% market share.</p><p>Airbnb, after all, is a verb and noun, and it&#39;s come to mean any type of home-share, even if it&#39;s not an Airbnb listing.</p><p>In 2022, the business has boomed as travel has recovered and Covid restrictions have come down. In its most recent quarter, revenue jumped 29% to $2.9 billion, and GAAP net income soared 46% to $1.2 billion as margins benefited from the seasonal peak of the travel season.</p><p>Despite that performance, the stock has lagged throughout the year, down 43% year to date.</p><p>Investors seem to fear a coming recession and believe that Airbnb stock may be overvalued even with its strong growth rate. However, the company is better positioned than its travel peers. In fact, Airbnb was born during the peak of the financial crisis.</p><p>The company&#39;s business model is highly flexible compared to traditional hotel chains, and its inventory shifts according to economic demand. For example, management said that single-room listings increased 31% in the third quarter as people around the world looked for a way to cope with high inflation. That growth in inventory will help the company over the long term and ensure that it will be able to offer affordable places for travelers to stay. Often, a single-room listing will beat the price of a competing hotel room, making Airbnb a good option for budget travelers.</p><p>If the company can continue to grow and gain market share through the potential recession, it will emerge even better equipped to take advantage of the opportunity in travel and experiences valued at well over $1 trillion.</p><h2>2. A shaken search giant</h2><p>Like Airbnb, <b>Alphabet</b> is another top dog that&#39;s taken a dive this year.</p><p>Shares of the Google parent have tumbled as growth has dramatically slowed following its own pandemic boom. Revenue increased just 6% in its most recent quarter as macroeconomic headwinds caught up with the advertising industry.</p><p>The company doesn&#39;t see any new competition in its industry. In fact, advertising demand seems to be shifting from social to search because of <b>Apple&#39;s </b>ad-targeting restrictions, and Alphabet&#39;s ad revenue outgrew rival Meta, the Facebook parent, in the third quarter.</p><p>Advertising is often one of the first expenses to get cut when businesses fear a recession as they expect consumers to cut back on spending and look to trim their own budgets. But advertising is cyclical. It will recover once the economy begins to expand again.</p><p>Alphabet has been through this cycle twice before, in the financial crisis and during the pandemic, and both times it&#39;s made a robust recovery. There&#39;s no reason to expect anything different this time around. Once the business starts to accelerate, its current price-to-earnings ratio of 19 is likely to look like a bargain.</p><h2>3. A tech giant with fixable problems</h2><p><b>Amazon</b> is facing challenges at every turn, it seems. So far this year, its growth rate has shrunk to just single digits, the company has shuttered once-promising concepts like Amazon Care, it&#39;s canceled or closed dozens of warehouses, and it just announced plans to lay off roughly 10,000 corporate workers. Now, even Amazon&#39;s once-impeccable customer satisfaction scores are slipping.</p><p>As a result, the stock is down 45% year to date and has now given back roughly all of its pandemic-era gains when the e-commerce business was booming, and it was posting record profits.</p><p>Despite those challenges, Amazon has the means to get back on track, and its competitive advantages like Prime membership, fast delivery, its third-party marketplace, and others are just as strong as they were a year ago.</p><p>Amazon made errors, including overestimating the trajectory of e-commerce demand coming out of the pandemic. But taking steps to control costs, such as laying off employees, closing warehouses, and pulling back spending on unprofitable items like Amazon Care and Alexa, will show up on the bottom line.</p><p>Meanwhile, Amazon Web Services remains a profit machine, on track for close to $25 billion in operating income this year. Its e-commerce business should get back to profitability as it rebalances costs and benefits from a high-margin advertising business that is approaching $40 billion in annual revenue.</p><p>On a price-to-sales basis, the stock is as cheap as it&#39;s been in eight years before investors were aware of AWS&#39;s potential. While its growth rate may slow down now that annual revenue is set to top $500 billion, the company still has a lot of room to ramp up profits. With the cost-cutting moves it&#39;s making now, it should see a sharp improvement on the bottom line in 2023.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks You'll Be Thankful to Own in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks You'll Be Thankful to Own in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-25 16:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/24/3-stocks-youll-be-thankful-to-own-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Turkey day is here, and that means that 2023 isn't far around the corner.While you're celebrating the holidays with friends and family, it's also a good time of year to get your financial house in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/24/3-stocks-youll-be-thankful-to-own-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","ABNB":"爱彼迎","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/11/24/3-stocks-youll-be-thankful-to-own-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285389313","content_text":"Turkey day is here, and that means that 2023 isn't far around the corner.While you're celebrating the holidays with friends and family, it's also a good time of year to get your financial house in order. Though 2022 has been a year to forget for most investors, savvy investors know that bear markets present buying opportunities. So this could be a great time to put some extra money or end-of-the-year bonuses to work.Let's take a look at three stocks that look set to bounce back in 2023.1. A recession-proof travel stock?Airbnb has disrupted the travel sector by making an industry out of home-sharing, and the company dominates that segment of the travel industry with an estimated 74% market share.Airbnb, after all, is a verb and noun, and it's come to mean any type of home-share, even if it's not an Airbnb listing.In 2022, the business has boomed as travel has recovered and Covid restrictions have come down. In its most recent quarter, revenue jumped 29% to $2.9 billion, and GAAP net income soared 46% to $1.2 billion as margins benefited from the seasonal peak of the travel season.Despite that performance, the stock has lagged throughout the year, down 43% year to date.Investors seem to fear a coming recession and believe that Airbnb stock may be overvalued even with its strong growth rate. However, the company is better positioned than its travel peers. In fact, Airbnb was born during the peak of the financial crisis.The company's business model is highly flexible compared to traditional hotel chains, and its inventory shifts according to economic demand. For example, management said that single-room listings increased 31% in the third quarter as people around the world looked for a way to cope with high inflation. That growth in inventory will help the company over the long term and ensure that it will be able to offer affordable places for travelers to stay. Often, a single-room listing will beat the price of a competing hotel room, making Airbnb a good option for budget travelers.If the company can continue to grow and gain market share through the potential recession, it will emerge even better equipped to take advantage of the opportunity in travel and experiences valued at well over $1 trillion.2. A shaken search giantLike Airbnb, Alphabet is another top dog that's taken a dive this year.Shares of the Google parent have tumbled as growth has dramatically slowed following its own pandemic boom. Revenue increased just 6% in its most recent quarter as macroeconomic headwinds caught up with the advertising industry.The company doesn't see any new competition in its industry. In fact, advertising demand seems to be shifting from social to search because of Apple's ad-targeting restrictions, and Alphabet's ad revenue outgrew rival Meta, the Facebook parent, in the third quarter.Advertising is often one of the first expenses to get cut when businesses fear a recession as they expect consumers to cut back on spending and look to trim their own budgets. But advertising is cyclical. It will recover once the economy begins to expand again.Alphabet has been through this cycle twice before, in the financial crisis and during the pandemic, and both times it's made a robust recovery. There's no reason to expect anything different this time around. Once the business starts to accelerate, its current price-to-earnings ratio of 19 is likely to look like a bargain.3. A tech giant with fixable problemsAmazon is facing challenges at every turn, it seems. So far this year, its growth rate has shrunk to just single digits, the company has shuttered once-promising concepts like Amazon Care, it's canceled or closed dozens of warehouses, and it just announced plans to lay off roughly 10,000 corporate workers. Now, even Amazon's once-impeccable customer satisfaction scores are slipping.As a result, the stock is down 45% year to date and has now given back roughly all of its pandemic-era gains when the e-commerce business was booming, and it was posting record profits.Despite those challenges, Amazon has the means to get back on track, and its competitive advantages like Prime membership, fast delivery, its third-party marketplace, and others are just as strong as they were a year ago.Amazon made errors, including overestimating the trajectory of e-commerce demand coming out of the pandemic. But taking steps to control costs, such as laying off employees, closing warehouses, and pulling back spending on unprofitable items like Amazon Care and Alexa, will show up on the bottom line.Meanwhile, Amazon Web Services remains a profit machine, on track for close to $25 billion in operating income this year. Its e-commerce business should get back to profitability as it rebalances costs and benefits from a high-margin advertising business that is approaching $40 billion in annual revenue.On a price-to-sales basis, the stock is as cheap as it's been in eight years before investors were aware of AWS's potential. While its growth rate may slow down now that annual revenue is set to top $500 billion, the company still has a lot of room to ramp up profits. With the cost-cutting moves it's making now, it should see a sharp improvement on the bottom line in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968858058,"gmtCreate":1669184775074,"gmtModify":1676538164191,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9968858058","repostId":"1120816334","repostType":4,"repost":{"id":"1120816334","kind":"news","pubTimestamp":1669175704,"share":"https://ttm.financial/m/news/1120816334?lang=&edition=fundamental","pubTime":"2022-11-23 11:55","market":"us","language":"en","title":"3 Best Cathie Wood Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1120816334","media":"InvestorPlace","summary":"Despite a brutal bear market, investors are still looking for the best Cathie Wood stocks to buy.Tesla(TSLA) is hard to ignore with its shares trading near their 52-week lows, but the company still le","content":"<html><head></head><body><ul><li>Despite a brutal bear market, investors are still looking for the best Cathie Wood stocks to buy.</li><li><b>Tesla</b>(<b><u>TSLA</u></b>) is hard to ignore with its shares trading near their 52-week lows, but the company still leading the EV revolution.</li><li><b>Zoom Video</b>(<b><u>ZM</u></b>) stock has been decimated, and while it is growing slowly, it also has a low valuation and is free cash flow positive.</li><li><b>Nvidia</b>(<b><u>NVDA</u></b>) is a high-quality tech giant, making critical chip components for top-level technology. It will rebound off its lows.</li></ul><p>In a bear market, a bull market or a flat market, investors will be interested in what <b>Ark’s</b> Cathie Wood is doing. Because of her big, bold bets that have paid off in the past, investors are enthralled with her investments. Even following the brutal bear market, investors are wondering what the best Cathie Wood stocks to buy are.</p><p>That’s a tough question to answer because nearly every one of them has fallen very sharply.</p><p>The stock, bond and cryptocurrency markets ae all in brutal bear markets. That has made life incredibly tough for growth stocks, and Cathie Wood’s Ark funds primarily invests in growth stocks.</p><p>As a result, Wood’s flagship fund —<b>ARK Innovation ETF</b>(NYSEARCA: <b><u>ARKK</u></b>) — is down 78% from its all-time high, and the ETF is down 63% for the year.</p><p>With that said, however, here are the three best Cathie Wood stocks to buy now.</p><p><b>Best Cathie Wood Stocks: Tesla (TSLA)</b></p><p><b>Tesla</b>(NASDAQ: <b><u>TSLA</u></b>) is perhaps Cathie Wood’s most notorious holding. She took a large position in the name before its torrid rally. The move netted Ark a lot of money and made it a big name in finance. In recent months, though, Tesla has fallen sharply.</p><p>CEO Elon Musk recently bought <b>Twitter</b> and began managing the social network. So at the moment,  he’s running Tesla, <b>SpaceX</b>, <b>Boring Co</b>, and Twitter, along with other companies. One human can only do so much, right?</p><p>Add in the automaker’s quarterly earnings results and its Q3 deliveries total that both disappointed the Street,  and Tesla stock is now close to its 52-week lows.</p><p>But with the shares down just over 50% from their highs, TSLA may have become a value name.</p><p>And although its revenue is expected to surge 55% this year, analysts, on average expect the automaker’s top line to jump another 44% next year, and the mean estimate calls for Tesla to deliver at least 10% revenue growth through fiscal 2026.</p><p>Further, Tesla is profitable. At some point, this leader will find its way. Finally, TSLA stock’s support is not too far below its current levels.</p><p><b>Best Cathie Wood Stocks: Zoom Video (ZM)</b></p><p>While Tesla gets the most publicity, it’s no longer Ark’s biggest holding. Instead, that honor belongs to <b>Zoom Video</b>(NYSE:<b><u>ZM</u></b>).</p><p>ZM was probably one of the most widely discussed companies during the pandemic. In fact, Zoom was probably <i>the</i> top Covid-era growth stock.</p><p>During the pandemic, Zoom became a very widely used verb, much like Google. When the name of a company’s product becomes a widely used verb, the firm’s business is usually performing very well. But this year, ZM stock has been punished, as it’s currently down about 90% from its high.</p><p>That said, is Zoom’s <i>business</i> performing really badly?</p><p>On Nov. 21, the company’s earnings surpassed analysts’ average outlook, and its revenue was in-line with their mean estimate. Its revenue outlook would have topped analysts’ average estimate if not for currency fluctuations, while the firm ended the quarter with $5.2 billion of cash.</p><p>Yet the shares are falling 3.87% today. Additionally, the company is profitable and generates positive free cash flow. If the stock falls close to $60, speculative investors should consider buying it.</p><p><b>Nvidia (NVDA)</b></p><p>Last but not least is <b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>). This stock is one of investors’ favorite holdings because during a good bull market, it can roar higher. And in reality, the shares deserve to rally during the next bull market.</p><p>Nvidia makes high-quality chips which are used to power the world’s most advanced technologies. In the latter category are gaming, supercomputing, cloud-computing, artificial intelligence, machine learning, autonomous driving, data centers and more.</p><p>That said, the stock has been killed.</p><p>The shares have suffered a peak-to-trough decline of over 65%, and they may not have bottomed yet. Analysts, on average,expect roughly flat revenue growth in fiscal 2023, but their mean estimate calls for Nvidia’s revenue to rebound in fiscal 2024 and beyond.</p><p>It’s worth noting that the company just completed its fiscal third quarter of FY 23, so, given analysts’ estimates, its business may have bottomed and could start to rebound soon. Even if that does not turn out to be the case, Nvidia is a high-quality stock.</p><p>Whether the peak-to-trough decline is going to be 69% or 75% or something else,  investors ought to buy top-notch companies that are trading at cheap levels when they can. Nvidia may not be a top position for Ark, but it’s, without question, one of the best Cathie Wood stocks.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Best Cathie Wood Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Best Cathie Wood Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-23 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/best-cathie-wood-stocks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite a brutal bear market, investors are still looking for the best Cathie Wood stocks to buy.Tesla(TSLA) is hard to ignore with its shares trading near their 52-week lows, but the company still ...</p>\n\n<a href=\"https://investorplace.com/best-cathie-wood-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","ZM":"Zoom","TSLA":"特斯拉"},"source_url":"https://investorplace.com/best-cathie-wood-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120816334","content_text":"Despite a brutal bear market, investors are still looking for the best Cathie Wood stocks to buy.Tesla(TSLA) is hard to ignore with its shares trading near their 52-week lows, but the company still leading the EV revolution.Zoom Video(ZM) stock has been decimated, and while it is growing slowly, it also has a low valuation and is free cash flow positive.Nvidia(NVDA) is a high-quality tech giant, making critical chip components for top-level technology. It will rebound off its lows.In a bear market, a bull market or a flat market, investors will be interested in what Ark’s Cathie Wood is doing. Because of her big, bold bets that have paid off in the past, investors are enthralled with her investments. Even following the brutal bear market, investors are wondering what the best Cathie Wood stocks to buy are.That’s a tough question to answer because nearly every one of them has fallen very sharply.The stock, bond and cryptocurrency markets ae all in brutal bear markets. That has made life incredibly tough for growth stocks, and Cathie Wood’s Ark funds primarily invests in growth stocks.As a result, Wood’s flagship fund —ARK Innovation ETF(NYSEARCA: ARKK) — is down 78% from its all-time high, and the ETF is down 63% for the year.With that said, however, here are the three best Cathie Wood stocks to buy now.Best Cathie Wood Stocks: Tesla (TSLA)Tesla(NASDAQ: TSLA) is perhaps Cathie Wood’s most notorious holding. She took a large position in the name before its torrid rally. The move netted Ark a lot of money and made it a big name in finance. In recent months, though, Tesla has fallen sharply.CEO Elon Musk recently bought Twitter and began managing the social network. So at the moment,  he’s running Tesla, SpaceX, Boring Co, and Twitter, along with other companies. One human can only do so much, right?Add in the automaker’s quarterly earnings results and its Q3 deliveries total that both disappointed the Street,  and Tesla stock is now close to its 52-week lows.But with the shares down just over 50% from their highs, TSLA may have become a value name.And although its revenue is expected to surge 55% this year, analysts, on average expect the automaker’s top line to jump another 44% next year, and the mean estimate calls for Tesla to deliver at least 10% revenue growth through fiscal 2026.Further, Tesla is profitable. At some point, this leader will find its way. Finally, TSLA stock’s support is not too far below its current levels.Best Cathie Wood Stocks: Zoom Video (ZM)While Tesla gets the most publicity, it’s no longer Ark’s biggest holding. Instead, that honor belongs to Zoom Video(NYSE:ZM).ZM was probably one of the most widely discussed companies during the pandemic. In fact, Zoom was probably the top Covid-era growth stock.During the pandemic, Zoom became a very widely used verb, much like Google. When the name of a company’s product becomes a widely used verb, the firm’s business is usually performing very well. But this year, ZM stock has been punished, as it’s currently down about 90% from its high.That said, is Zoom’s business performing really badly?On Nov. 21, the company’s earnings surpassed analysts’ average outlook, and its revenue was in-line with their mean estimate. Its revenue outlook would have topped analysts’ average estimate if not for currency fluctuations, while the firm ended the quarter with $5.2 billion of cash.Yet the shares are falling 3.87% today. Additionally, the company is profitable and generates positive free cash flow. If the stock falls close to $60, speculative investors should consider buying it.Nvidia (NVDA)Last but not least is Nvidia(NASDAQ:NVDA). This stock is one of investors’ favorite holdings because during a good bull market, it can roar higher. And in reality, the shares deserve to rally during the next bull market.Nvidia makes high-quality chips which are used to power the world’s most advanced technologies. In the latter category are gaming, supercomputing, cloud-computing, artificial intelligence, machine learning, autonomous driving, data centers and more.That said, the stock has been killed.The shares have suffered a peak-to-trough decline of over 65%, and they may not have bottomed yet. Analysts, on average,expect roughly flat revenue growth in fiscal 2023, but their mean estimate calls for Nvidia’s revenue to rebound in fiscal 2024 and beyond.It’s worth noting that the company just completed its fiscal third quarter of FY 23, so, given analysts’ estimates, its business may have bottomed and could start to rebound soon. Even if that does not turn out to be the case, Nvidia is a high-quality stock.Whether the peak-to-trough decline is going to be 69% or 75% or something else,  investors ought to buy top-notch companies that are trading at cheap levels when they can. Nvidia may not be a top position for Ark, but it’s, without question, one of the best Cathie Wood stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985444098,"gmtCreate":1667446877414,"gmtModify":1676537920160,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985444098","repostId":"2280531732","repostType":4,"repost":{"id":"2280531732","kind":"highlight","pubTimestamp":1667431039,"share":"https://ttm.financial/m/news/2280531732?lang=&edition=fundamental","pubTime":"2022-11-03 07:17","market":"us","language":"en","title":"Roku Slides 18% on Heavier Loss, Downbeat Q4 Forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=2280531732","media":"seekingalpha","summary":"Roku (NASDAQ:ROKU) has sharply reversed down 17.6% following a third-quarter earnings report where i","content":"<html><head></head><body><p>Roku (NASDAQ:ROKU) has sharply reversed down 17.6% following a third-quarter earnings report where it beat revenue expectations but issued downbeat guidance on sales and profitability in the fourth quarter. </p><p><img src=\"https://static.tigerbbs.com/e8246ccbf1209986c1a505d76e1ef28c\" tg-width=\"824\" tg-height=\"848\" width=\"100%\" height=\"auto\"/></p><p>Revenues rose 12% to $761M, beating expectations as heavy growth on the platform (15% gain to $670.4M) more than trumped a slowdown in player revenues (down 7% to $91M).</p><p>Gross profit fell 2%, though, as platform grosses fell 1% to $374.2M and player gross losses widened to $17.5M. Gross margin fell by 6.7 percentage points - down 9.2 points on Platform and down 4.2 points in Players.</p><p>With hefty cost increases, the company swung to a heavy operating loss of $147M from a year-ago operating profit of $68.8M.</p><p>The outlook was tougher, however: Roku guided to Q4 revenue of $800M, vs. expectations for $894.6M, as well as gross profits of $325M; a net loss of $245M; and adjusted EBITDA of -$135M (below exepctations for -$45.5M).</p><p>The company focused on &#34;meaningful growth in scale and engagement.&#34; Roku added 2.3M incremental active accounts in the quarter, to reach 65.4M (that marks 16% year-over-year growth); streaming hours rose 1.1B hours sequentially to hit 21.9B (up 21% Y/Y), and streaming hours on originals home The Roku Channel rose more than 90% year-over-year; and average revenue per user (trailing 12-month basis) grew to $44.25, up 10%.</p><p>Roku also said Chief Financial Officer Steve Louden plans to exit the company sometime in 2023, after helping recruit a successor and aiding in the transition. He had earlier planned to leave in late 2019 before reversing course and staying with the company.</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>Roku Slides 18% on Heavier Loss, Downbeat Q4 Forecast</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoku Slides 18% on Heavier Loss, Downbeat Q4 Forecast\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 07:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3900223-roku-slides-18-on-heavier-loss-downbeat-q4-forecast><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roku (NASDAQ:ROKU) has sharply reversed down 17.6% following a third-quarter earnings report where it beat revenue expectations but issued downbeat guidance on sales and profitability in the fourth ...</p>\n\n<a href=\"https://seekingalpha.com/news/3900223-roku-slides-18-on-heavier-loss-downbeat-q4-forecast\">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","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4507":"流媒体概念"},"source_url":"https://seekingalpha.com/news/3900223-roku-slides-18-on-heavier-loss-downbeat-q4-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2280531732","content_text":"Roku (NASDAQ:ROKU) has sharply reversed down 17.6% following a third-quarter earnings report where it beat revenue expectations but issued downbeat guidance on sales and profitability in the fourth quarter. Revenues rose 12% to $761M, beating expectations as heavy growth on the platform (15% gain to $670.4M) more than trumped a slowdown in player revenues (down 7% to $91M).Gross profit fell 2%, though, as platform grosses fell 1% to $374.2M and player gross losses widened to $17.5M. Gross margin fell by 6.7 percentage points - down 9.2 points on Platform and down 4.2 points in Players.With hefty cost increases, the company swung to a heavy operating loss of $147M from a year-ago operating profit of $68.8M.The outlook was tougher, however: Roku guided to Q4 revenue of $800M, vs. expectations for $894.6M, as well as gross profits of $325M; a net loss of $245M; and adjusted EBITDA of -$135M (below exepctations for -$45.5M).The company focused on \"meaningful growth in scale and engagement.\" Roku added 2.3M incremental active accounts in the quarter, to reach 65.4M (that marks 16% year-over-year growth); streaming hours rose 1.1B hours sequentially to hit 21.9B (up 21% Y/Y), and streaming hours on originals home The Roku Channel rose more than 90% year-over-year; and average revenue per user (trailing 12-month basis) grew to $44.25, up 10%.Roku also said Chief Financial Officer Steve Louden plans to exit the company sometime in 2023, after helping recruit a successor and aiding in the transition. He had earlier planned to leave in late 2019 before reversing course and staying with the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985989957,"gmtCreate":1667291862980,"gmtModify":1676537892621,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985989957","repostId":"2279414383","repostType":4,"repost":{"id":"2279414383","kind":"highlight","pubTimestamp":1667292673,"share":"https://ttm.financial/m/news/2279414383?lang=&edition=fundamental","pubTime":"2022-11-01 16:51","market":"us","language":"en","title":"Meta Platforms: Pulled The Trigger At Last","url":"https://stock-news.laohu8.com/highlight/detail?id=2279414383","media":"seekingalpha","summary":"SummaryMeta Platforms has been hit hard lately, driven by continued significant investments in and l","content":"<html><head></head><body><p>Summary</p><ul><li>Meta Platforms has been hit hard lately, driven by continued significant investments in and losses from its metaverse operations.</li><li>Overall, that picture doesn&#39;t look good and advertising revenue has come in weak.</li><li>But the core business is still intact and shares look very cheap for a cash cow that can quickly recover its cash flows.</li></ul><p>Truth be told, I never believed that there would come a day that I would buy into Facebook from a business perspective. But sure enough, after shares of its parent company, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> plunged nearly 25% after reporting financial results covering the third quarter of the company&#39;s 2022 fiscal year, I could no longer hold back. So far this year, shares of the business are down by 70.5%. This decline has been driven by increased spending in areas that investors have become skeptical about. At the end of the day though, I do believe that concerns are significantly overstated. And given where shares are priced today, I do believe that a &#39;strong buy&#39; rating is warranted.</p><h2>Why the market has it wrong</h2><p>By the time this article is published, all of the major headline news regarding Meta Platforms has already been thoroughly digested. Because of this, I will spare you a rehash of things like its revenue and its earnings relative to what analysts expected for the quarter. Instead, I would dig into the meat of the conversation. The fact of the matter is that investors right now are concerned about deteriorating financials for the firm. For instance, revenue during the third quarter of the 2022 fiscal year came in at $27.71 billion. This represents a decline of 4.5% compared to the $29.01 billion generated in the third quarter of 2021. Even worse has been the company&#39;s bottom line. Net income of $4.40 billion paled in comparison to the $9.19 billion generated the same time last year. Operating cash flow plunged from $14.09 billion to $9.69 billion. Even if we adjust for changes in working capital, it would have fallen from $12.71 billion to $9.12 billion. On top of this, EBITDA for the company also declined, dropping from $14.80 billion to $11.39 billion.</p><p><img src=\"https://static.tigerbbs.com/609634c7a0099480e267e3c216b8ddc0\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/>Author - SEC EDGAR Data</p><p>We will come back to the revenue discussion in a moment. But when it comes to profitability, there really is one key driver behind this pain. Costs for the company have increased across the board. The biggest increase came from research and development, which rose from 21.8% of sales in the third quarter of last year to 33.1% of sales this year. This surge, amounting to $2.85 billion, was driven mainly by higher payroll and related expenses due to a 32% growth in employee headcount year over year in the engineering and other technical functions of the business. Technology development costs associated with Reality Labs, the division of the company focused most on its metaverse operations, also contributed to this increase. When I say &#39;most&#39;, I mean to say that management claims that while all of its operations are now focused on the metaverse, Reality Labs if focused on specific features like Horizon Worlds.</p><p><img src=\"https://static.tigerbbs.com/64a6eba4e0090ae4349d54e58c46d51a\" tg-width=\"640\" tg-height=\"256\" referrerpolicy=\"no-referrer\"/>Author - SEC EDGAR Data</p><p>Personally, I don&#39;t mind seeing profits fall because of research and development. This serves as an investment in the future. And, given the nature of Meta Platforms, it could easily cut back on this category without experiencing any downside. Other areas where the company saw meaningful increases included marketing and sales, and general and administrative. The first of these grew from 12.3% of revenue to 13.6%, while the second increased from 10.2% of sales to 12.2%. Again, a lot of these cost increases seem to relate to higher payroll costs as the company grows. For instance, in its marketing and sales functions, the company grew its headcount by 14%, while in the general and administrative functions category, the increase was 30%.</p><p><img src=\"https://static.tigerbbs.com/ebe8da797d42163d41b655fedd5e9ac0\" tg-width=\"640\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/></p><p>Meta Platforms</p><p>Some of the expansion-related activities that Meta Platforms is engaged in are virtually guaranteed to bear fruit. For instance, the company is continuing to invest more on data center operations. It is undeniable that the company is, as a result of this spending and other investments such as technical infrastructure, experiencing pain across the board. For instance, during the quarter, the Family of Apps portion of the business that comprises most of its operations saw profits decline by around 28% from $13.05 billion to $9.34 billion. As the firm seeks to continue its growth, the hope is that this will ultimately push revenue and profits higher. But at the end of the day, management always has the option to scale back these efforts in order to cut costs.</p><p>I don&#39;t believe that this side of the business is anything that investors have any particular gripes about. Instead, I think most of the fear is centered around Reality Labs. During the latest quarter, this portion of the business generated revenue of only $285 million. This was down from the $558 million reported the same time last year. This was mostly driven by a decrease in volume of its consumer hardware products that were sold. If that weren&#39;t bad enough, it&#39;s also worth noting that profits for this unit are non-existent. In fact, during the quarter, the enterprise lost $3.67 billion on Reality Labs. This was up from a $2.63 billion lost the same time last year. And for the first nine months of 2022 as a whole, the loss came out to $9.44 billion, up from $6.89 billion one year earlier.</p><p>To make matters worse, management expects the situation to get even more extreme next year. You see, for 2022 as a whole, management is anticipating total expenses of between $85 billion and $87 billion. But for next year, expenses should be between $96 billion and $101 billion. And unfortunately, we don&#39;t know what to expect when it comes to revenue. We do know that management is forecasting revenue in the fourth quarter to be between $30 billion and $32.5 billion. Either way, that&#39;s down from the $33.67 billion the company generated in the final quarter of 2021. So what weakness the company is experiencing on the top line is expected to persist at least for the rest of this year. And more likely than not, this will continue into next year.</p><p><img src=\"https://static.tigerbbs.com/02c2a155b52e44b5efa83f92a4140beb\" tg-width=\"640\" tg-height=\"596\" referrerpolicy=\"no-referrer\"/></p><p>Meta Platforms</p><p>If all of this bad news was all that I had to work on, I would stay far away from Meta Platforms. But what changed my mind is that the underlying business seems to be pretty solid. Consider, for instance, the number of users on its platform. Monthly active users at the end of the third quarter totaled 2.958 billion. That&#39;s the highest on record and represents an increase of 0.8%, or 24 million, compared to what it reported just one quarter earlier. Year over year, growth is 1.6%, while compared to the same time two years ago growth has amounted to 8%. Throughout the US and Canada, the company continues to grow, with the number of monthly active users up 2 million sequentially. Throughout Europe, the company grew from 407 million monthly active users in the second quarter of this year to 408 million in the third quarter. Having said that, user counts are still down from the peak time of the fourth quarter of 2021 when the company had 427 million users there. In the Asia-Pacific region, growth continues to increase, with the number of monthly active users hitting 1.312 billion compared to the 1.305 billion seen at the end of the second quarter. And in all other parts of the world combined, the company grew from 959 million users to 971 million.<img src=\"https://static.tigerbbs.com/f5fd56ca133417bac9199038360d76e1\" tg-width=\"640\" tg-height=\"569\" referrerpolicy=\"no-referrer\"/>Meta Platforms</p><p>This is not to say that everything is grand for the company from a user perspective. We have seen some weakness when it comes to monetization. During the latest quarter, global ARPU for the company came out to $9.41. That&#39;s down from the $9.82 experienced one quarter earlier and represents a decline from the $10 experienced one year ago. This kind of decline can be seen in pretty much all of the companies operating regions. But management did say that, on the whole, the faster-growing places for the company could affect the metric in a negative way since they are where ARPU is lowest. This doesn&#39;t really concern me though because, as the rest of the world continues to develop, online markets and apps should become more profitable, ultimately aiding companies like Meta Platforms. In the near term, the pain experienced in the more developed parts of the world can be attributed to reduced advertising spending caused by a variety of factors. For the latest quarter, for instance, management attributed lower advertising revenue to a mixture of things such as an increase in the number of ads that monetize at lower rates because of the way in which they are delivered, an unfavorable foreign exchange impact, and a reduction in advertising demand. This last point is likely attributable to the challenging macroeconomic environment and to other related things.</p><p>With the economy eventually destined to recover, advertising spending should rise again. And, as I mentioned already, certain investments the company is making, while painful today, don&#39;t need to take place. The company&#39;s continued growth from a user perspective makes its operations incredibly viable for the long haul to the point where management could cut a lot of the pain overnight and significantly boost cash flows as a result. I don&#39;t believe that management is likely to do that in the near term though. Instead, some continued investment will likely occur as planned, either resulting in significant financial success for the company or an eventual abandonment of said investments at a substantial loss.</p><p><img src=\"https://static.tigerbbs.com/162018d8b28f574c18735c0618e4168c\" tg-width=\"640\" tg-height=\"281\" referrerpolicy=\"no-referrer\"/></p><p>Author - SEC EDGAR Data</p><p>If shares of the enterprise were still trading at lofty levels, I would not be willing to make an investment on such uncertainty. It is real money that management is putting toward what could ultimately be considered some rather costly mistakes. But even if that does continue, I think that shares are cheap enough to warrant consideration. For instance, right now, using data projected for the 2022 fiscal year, the company is trading at a price to adjusted operating cash flow multiple of only 6.3 and at a forward EV to EBITDA multiple of 5.8. These numbers are admittedly higher than the 4.9 and 4.5, respectively, that we get using data from 2021. As part of my analysis though, I took management&#39;s own guidance for cost for next year, assumed that revenue next year will match what the company should see this year, and factored in the tax rate that management assumed would be the case for 2023. At the end of the day, this gave me operating cash flow of $30.71 billion and EBITDA of $29.49 billion. These numbers would translate to a price to operating cash flow multiple of 9.1 and to an EV to EBITDA multiple of 8.4. For a cash cow and a market leader that is continuing to grow its footprint globally while still hemorrhaging cash on what could be considered a very risky gamble, I see this pricing as a no-brainer.</p><h2>Takeaway</h2><p>For me to stand here and tell you that everything is great regarding Meta Platforms would be me lying to you. Personally, I wish management would cut back significantly on its metaverse operations. I see very little value in there without the company having to eventually incur far more capital than anybody could ever imagine. I also acknowledge that there is some weakness on the advertising side, with that being driven by the company&#39;s lopsided growth and weak economic conditions. But in those cases, I see the picture eventually clearing up on its own. Add on top of this the fact that the company&#39;s footprint continues to expand and that shares look cheap even if current projections hold for next year, and I see very little downside with a potential for significant upside should the picture change materially.</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>Meta Platforms: Pulled The Trigger At Last</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\">\nMeta Platforms: Pulled The Trigger At Last\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 16:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4551062-meta-platforms-stock-pulled-trigger-at-last><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta Platforms has been hit hard lately, driven by continued significant investments in and losses from its metaverse operations.Overall, that picture doesn't look good and advertising revenue ...</p>\n\n<a href=\"https://seekingalpha.com/article/4551062-meta-platforms-stock-pulled-trigger-at-last\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://seekingalpha.com/article/4551062-meta-platforms-stock-pulled-trigger-at-last","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2279414383","content_text":"SummaryMeta Platforms has been hit hard lately, driven by continued significant investments in and losses from its metaverse operations.Overall, that picture doesn't look good and advertising revenue has come in weak.But the core business is still intact and shares look very cheap for a cash cow that can quickly recover its cash flows.Truth be told, I never believed that there would come a day that I would buy into Facebook from a business perspective. But sure enough, after shares of its parent company, Meta Platforms plunged nearly 25% after reporting financial results covering the third quarter of the company's 2022 fiscal year, I could no longer hold back. So far this year, shares of the business are down by 70.5%. This decline has been driven by increased spending in areas that investors have become skeptical about. At the end of the day though, I do believe that concerns are significantly overstated. And given where shares are priced today, I do believe that a 'strong buy' rating is warranted.Why the market has it wrongBy the time this article is published, all of the major headline news regarding Meta Platforms has already been thoroughly digested. Because of this, I will spare you a rehash of things like its revenue and its earnings relative to what analysts expected for the quarter. Instead, I would dig into the meat of the conversation. The fact of the matter is that investors right now are concerned about deteriorating financials for the firm. For instance, revenue during the third quarter of the 2022 fiscal year came in at $27.71 billion. This represents a decline of 4.5% compared to the $29.01 billion generated in the third quarter of 2021. Even worse has been the company's bottom line. Net income of $4.40 billion paled in comparison to the $9.19 billion generated the same time last year. Operating cash flow plunged from $14.09 billion to $9.69 billion. Even if we adjust for changes in working capital, it would have fallen from $12.71 billion to $9.12 billion. On top of this, EBITDA for the company also declined, dropping from $14.80 billion to $11.39 billion.Author - SEC EDGAR DataWe will come back to the revenue discussion in a moment. But when it comes to profitability, there really is one key driver behind this pain. Costs for the company have increased across the board. The biggest increase came from research and development, which rose from 21.8% of sales in the third quarter of last year to 33.1% of sales this year. This surge, amounting to $2.85 billion, was driven mainly by higher payroll and related expenses due to a 32% growth in employee headcount year over year in the engineering and other technical functions of the business. Technology development costs associated with Reality Labs, the division of the company focused most on its metaverse operations, also contributed to this increase. When I say 'most', I mean to say that management claims that while all of its operations are now focused on the metaverse, Reality Labs if focused on specific features like Horizon Worlds.Author - SEC EDGAR DataPersonally, I don't mind seeing profits fall because of research and development. This serves as an investment in the future. And, given the nature of Meta Platforms, it could easily cut back on this category without experiencing any downside. Other areas where the company saw meaningful increases included marketing and sales, and general and administrative. The first of these grew from 12.3% of revenue to 13.6%, while the second increased from 10.2% of sales to 12.2%. Again, a lot of these cost increases seem to relate to higher payroll costs as the company grows. For instance, in its marketing and sales functions, the company grew its headcount by 14%, while in the general and administrative functions category, the increase was 30%.Meta PlatformsSome of the expansion-related activities that Meta Platforms is engaged in are virtually guaranteed to bear fruit. For instance, the company is continuing to invest more on data center operations. It is undeniable that the company is, as a result of this spending and other investments such as technical infrastructure, experiencing pain across the board. For instance, during the quarter, the Family of Apps portion of the business that comprises most of its operations saw profits decline by around 28% from $13.05 billion to $9.34 billion. As the firm seeks to continue its growth, the hope is that this will ultimately push revenue and profits higher. But at the end of the day, management always has the option to scale back these efforts in order to cut costs.I don't believe that this side of the business is anything that investors have any particular gripes about. Instead, I think most of the fear is centered around Reality Labs. During the latest quarter, this portion of the business generated revenue of only $285 million. This was down from the $558 million reported the same time last year. This was mostly driven by a decrease in volume of its consumer hardware products that were sold. If that weren't bad enough, it's also worth noting that profits for this unit are non-existent. In fact, during the quarter, the enterprise lost $3.67 billion on Reality Labs. This was up from a $2.63 billion lost the same time last year. And for the first nine months of 2022 as a whole, the loss came out to $9.44 billion, up from $6.89 billion one year earlier.To make matters worse, management expects the situation to get even more extreme next year. You see, for 2022 as a whole, management is anticipating total expenses of between $85 billion and $87 billion. But for next year, expenses should be between $96 billion and $101 billion. And unfortunately, we don't know what to expect when it comes to revenue. We do know that management is forecasting revenue in the fourth quarter to be between $30 billion and $32.5 billion. Either way, that's down from the $33.67 billion the company generated in the final quarter of 2021. So what weakness the company is experiencing on the top line is expected to persist at least for the rest of this year. And more likely than not, this will continue into next year.Meta PlatformsIf all of this bad news was all that I had to work on, I would stay far away from Meta Platforms. But what changed my mind is that the underlying business seems to be pretty solid. Consider, for instance, the number of users on its platform. Monthly active users at the end of the third quarter totaled 2.958 billion. That's the highest on record and represents an increase of 0.8%, or 24 million, compared to what it reported just one quarter earlier. Year over year, growth is 1.6%, while compared to the same time two years ago growth has amounted to 8%. Throughout the US and Canada, the company continues to grow, with the number of monthly active users up 2 million sequentially. Throughout Europe, the company grew from 407 million monthly active users in the second quarter of this year to 408 million in the third quarter. Having said that, user counts are still down from the peak time of the fourth quarter of 2021 when the company had 427 million users there. In the Asia-Pacific region, growth continues to increase, with the number of monthly active users hitting 1.312 billion compared to the 1.305 billion seen at the end of the second quarter. And in all other parts of the world combined, the company grew from 959 million users to 971 million.Meta PlatformsThis is not to say that everything is grand for the company from a user perspective. We have seen some weakness when it comes to monetization. During the latest quarter, global ARPU for the company came out to $9.41. That's down from the $9.82 experienced one quarter earlier and represents a decline from the $10 experienced one year ago. This kind of decline can be seen in pretty much all of the companies operating regions. But management did say that, on the whole, the faster-growing places for the company could affect the metric in a negative way since they are where ARPU is lowest. This doesn't really concern me though because, as the rest of the world continues to develop, online markets and apps should become more profitable, ultimately aiding companies like Meta Platforms. In the near term, the pain experienced in the more developed parts of the world can be attributed to reduced advertising spending caused by a variety of factors. For the latest quarter, for instance, management attributed lower advertising revenue to a mixture of things such as an increase in the number of ads that monetize at lower rates because of the way in which they are delivered, an unfavorable foreign exchange impact, and a reduction in advertising demand. This last point is likely attributable to the challenging macroeconomic environment and to other related things.With the economy eventually destined to recover, advertising spending should rise again. And, as I mentioned already, certain investments the company is making, while painful today, don't need to take place. The company's continued growth from a user perspective makes its operations incredibly viable for the long haul to the point where management could cut a lot of the pain overnight and significantly boost cash flows as a result. I don't believe that management is likely to do that in the near term though. Instead, some continued investment will likely occur as planned, either resulting in significant financial success for the company or an eventual abandonment of said investments at a substantial loss.Author - SEC EDGAR DataIf shares of the enterprise were still trading at lofty levels, I would not be willing to make an investment on such uncertainty. It is real money that management is putting toward what could ultimately be considered some rather costly mistakes. But even if that does continue, I think that shares are cheap enough to warrant consideration. For instance, right now, using data projected for the 2022 fiscal year, the company is trading at a price to adjusted operating cash flow multiple of only 6.3 and at a forward EV to EBITDA multiple of 5.8. These numbers are admittedly higher than the 4.9 and 4.5, respectively, that we get using data from 2021. As part of my analysis though, I took management's own guidance for cost for next year, assumed that revenue next year will match what the company should see this year, and factored in the tax rate that management assumed would be the case for 2023. At the end of the day, this gave me operating cash flow of $30.71 billion and EBITDA of $29.49 billion. These numbers would translate to a price to operating cash flow multiple of 9.1 and to an EV to EBITDA multiple of 8.4. For a cash cow and a market leader that is continuing to grow its footprint globally while still hemorrhaging cash on what could be considered a very risky gamble, I see this pricing as a no-brainer.TakeawayFor me to stand here and tell you that everything is great regarding Meta Platforms would be me lying to you. Personally, I wish management would cut back significantly on its metaverse operations. I see very little value in there without the company having to eventually incur far more capital than anybody could ever imagine. I also acknowledge that there is some weakness on the advertising side, with that being driven by the company's lopsided growth and weak economic conditions. But in those cases, I see the picture eventually clearing up on its own. Add on top of this the fact that the company's footprint continues to expand and that shares look cheap even if current projections hold for next year, and I see very little downside with a potential for significant upside should the picture change materially.","news_type":1},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986774926,"gmtCreate":1667029129566,"gmtModify":1676537852237,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9986774926","repostId":"2278507483","repostType":4,"repost":{"id":"2278507483","kind":"highlight","pubTimestamp":1667005734,"share":"https://ttm.financial/m/news/2278507483?lang=&edition=fundamental","pubTime":"2022-10-29 09:08","market":"us","language":"en","title":"3 Warren Buffett Stocks to Buy Hand Over Fist in November","url":"https://stock-news.laohu8.com/highlight/detail?id=2278507483","media":"Motley Fool","summary":"The Oracle of Omaha's methodology is passing the test of time after all.","content":"<html><head></head><body><p>Warren Buffett&#39;s value-based approach to picking stocks somewhat fell out of favor back in mid-2020, when growth stocks led the market out of its pandemic-prompted pullback. The market environment is more than a little rocky this year, though, and Buffett&#39;s philosophy is proving itself once again. Whereas the <b>S&amp;P 500</b> has been rather deep in the red over the past year of trading, <b>Berkshire Hathaway</b> stock is basically breaking even.</p><p>Translation: Given enough time, the all-weather Warren Buffett way still works.</p><p>Let&#39;s take a look at three Berkshire holdings you may want to scoop up for yourself, and soon. They&#39;re mostly underperforming for now. But these stocks tend to be recession-resilient, and they could end up outperforming the broad market in the foreseeable future.</p><h2>1. Bank of America</h2><p>At first glance, there are some troubling indicators surrounding banks right now. Rising interest rates could crimp demand for loans, while a weakening economy dents borrowers&#39; ability to make loan payments. Such an environment also sours the stock market, undermining the banking industry&#39;s investment-related businesses.</p><p>But investors may be pricing in far more downside than is merited for banks at the same time they&#39;re overlooking the upsides of this situation. That&#39;s arguably what&#39;s happening with <b>Bank of America</b> shares anyway.</p><p>Yes, last quarter&#39;s results showed a sizable uptick in provisions for losses on loans that may be in the cards, and per-share earnings fell from $0.85 to only $0.81 per share. That&#39;s quite possibly the worst trouble the bank&#39;s facing though. Even the company&#39;s investment management operation more or less matched this year&#39;s second-quarter results as well as the year-ago Q3 results during the third quarter of this year despite the broader market&#39;s poor performance.</p><p>Indeed, things may even be looking up very soon for Buffett&#39;s beaten-down $133 billion Bank of America position, which accounts for more than a tenth of his total stock holdings.</p><p>Although Bank of America is likely to make far fewer loans within the next few months than it has during the past few months, the net profitability of those loans should be much greater than the bank&#39;s current loan portfolio. In a recent interview with Yahoo! Finance, CEO Brian Moynihan pointed out that continued increases in interest rates could add another billion dollars worth of profitability to the company&#39;s current bottom line. That would bolster net interest income that was already up 24% year over year last quarter.</p><p>It&#39;s a possibility, however, that&#39;s only recent begun to be reflected in the stock&#39;s rebound effort from a sell-off that dragged it 40% below February&#39;s peak price. Still down 20% year to date though, the bounce since October&#39;s low may be a sign that the market is finally starting to right-price this ticker headed into November.</p><h2>2. Coca-Cola</h2><p>The recession-related risk of losing a job may prompt some people to cancel a vacation or postpone the purchase of a new car. Economic weakness and burgeoning inflation, however, typically don&#39;t cause consumers to stop buying their favorite beverages.</p><p>Enter<b> Coca-Cola</b>, which is doing just fine at a time when most companies aren&#39;t. Last quarter&#39;s organic revenue was up 16% on a 4% increase in unit volume, meaning the beverage giant is successfully passing along its higher costs to its customers. The company also managed to gain market share in a very crowded drinks market. And, given all that its management knows right now, Coca-Cola is still looking for solid single-digit revenue and earnings growth for the upcoming year despite broad economic headwinds.</p><p>This loyalty makes sense. Coca-Cola is one of the world&#39;s most recognized and beloved brand names, and being in business for 136 years means it&#39;s had plenty of time to become a fixture of the global culture. Christmas ornaments, clothing, toys, and home decor are just some of non-beverage goods that regularly borrow the Coca-Cola logo and colors, reflecting the planet&#39;s affinity for the brand outside of beverages.</p><p>Of course, The Coca-Cola Company isn&#39;t just its namesake cola anymore. The company reaches plenty of non-soda drinkers as well; it also owns Dasani water, Gold Peak tea, and Minute Maid juices, just to name a few.</p><p>Perhaps the real upside to new investors, however, is the nuance that Buffett likes most about this particular Berkshire holding. That&#39;s the dividend -- and its reliable growth -- that keeps on coming even in lousy environments. The quarterly payout has not only been paid like clockwork for decades now, but the annual dividend payment has been upped every year for the past 60 years.  Thanks to the stock&#39;s relative weakness this year, you can step into this stock right now while its yield is an above-average 3%.</p><h2>3. American Express</h2><p>Finally, add <b>American Express</b> to your list of Buffett stocks to buy sooner than later, while you can still buy it 26% below February&#39;s peak.</p><p>On the surface, it&#39;s just another credit company. Dig deeper, though, and it&#39;s much more. Whereas competitors like <b><a href=\"https://laohu8.com/S/V\">Visa</a></b> and <b>Mastercard</b> provide a payments processing platform for card issuers, American Express builds and operates its own robust charge-card ecosystem. The bulk of the company&#39;s personal and business charge cards impose an annual fee, but it&#39;s a fee its customers gladly pay in exchange for incredible perks. The Platinum Card, for instance, offers access to select airport lounges, while the Gold Card offers outright credits for <b>Uber Technology</b>&#39;s ride-hailing services.</p><p>And this ecosystem of benefits is no small matter.</p><p>The company earns interest income like any other lender and collects the usual transaction fees for facilitating the purchase of goods and services. But it also generates a great deal of service and card-fee income. Roughly 10% of last quarter&#39;s top line came from cardholders&#39; payments just for the privilege of holding an American Express charge card.</p><p>Of course, the economic turbulence could rattle consumers&#39; spending and prompt some to cancel credit cards that incur an annual fee. But that&#39;s not as likely as you might suspect.</p><p>Aside from the fact that American Express cardholders really, <i>really</i> love their rewards programs -- in August, J.D. Power ranked American Express highest for customer satisfaction for a third year in a row -- credit cards aren&#39;t just for splurging anymore. They&#39;re increasingly being used as an alternative to cash to buy everyday goods. In this vein, American Express has collected nearly $38.7 billion in net revenue through the first three quarters of this year, up 30% from where it was at this time of year in pre-pandemic 2019. Analysts are calling for top-line growth of 11% next year, too, despite the brewing economic headwind. That&#39;s more than many other companies will be able to produce.</p><p>You won&#39;t want to tarry if you agree with the bigger-picture bullish premise either. While the stock&#39;s deep in the red for the year, American Express and now both Mastercard and Visa all agreed in their most recent earnings reports that consumer spending is remaining surprisingly firm. The market hasn&#39;t been pricing these stocks accordingly, but may well do that beginning in November now that all three players are singing the same chorus.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks to Buy Hand Over Fist in November</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks to Buy Hand Over Fist in November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-29 09:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/28/3-warren-buffett-stocks-to-buy-hand-over-fist-in-n/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett's value-based approach to picking stocks somewhat fell out of favor back in mid-2020, when growth stocks led the market out of its pandemic-prompted pullback. The market environment is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/28/3-warren-buffett-stocks-to-buy-hand-over-fist-in-n/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐","AXP":"美国运通","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/10/28/3-warren-buffett-stocks-to-buy-hand-over-fist-in-n/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278507483","content_text":"Warren Buffett's value-based approach to picking stocks somewhat fell out of favor back in mid-2020, when growth stocks led the market out of its pandemic-prompted pullback. The market environment is more than a little rocky this year, though, and Buffett's philosophy is proving itself once again. Whereas the S&P 500 has been rather deep in the red over the past year of trading, Berkshire Hathaway stock is basically breaking even.Translation: Given enough time, the all-weather Warren Buffett way still works.Let's take a look at three Berkshire holdings you may want to scoop up for yourself, and soon. They're mostly underperforming for now. But these stocks tend to be recession-resilient, and they could end up outperforming the broad market in the foreseeable future.1. Bank of AmericaAt first glance, there are some troubling indicators surrounding banks right now. Rising interest rates could crimp demand for loans, while a weakening economy dents borrowers' ability to make loan payments. Such an environment also sours the stock market, undermining the banking industry's investment-related businesses.But investors may be pricing in far more downside than is merited for banks at the same time they're overlooking the upsides of this situation. That's arguably what's happening with Bank of America shares anyway.Yes, last quarter's results showed a sizable uptick in provisions for losses on loans that may be in the cards, and per-share earnings fell from $0.85 to only $0.81 per share. That's quite possibly the worst trouble the bank's facing though. Even the company's investment management operation more or less matched this year's second-quarter results as well as the year-ago Q3 results during the third quarter of this year despite the broader market's poor performance.Indeed, things may even be looking up very soon for Buffett's beaten-down $133 billion Bank of America position, which accounts for more than a tenth of his total stock holdings.Although Bank of America is likely to make far fewer loans within the next few months than it has during the past few months, the net profitability of those loans should be much greater than the bank's current loan portfolio. In a recent interview with Yahoo! Finance, CEO Brian Moynihan pointed out that continued increases in interest rates could add another billion dollars worth of profitability to the company's current bottom line. That would bolster net interest income that was already up 24% year over year last quarter.It's a possibility, however, that's only recent begun to be reflected in the stock's rebound effort from a sell-off that dragged it 40% below February's peak price. Still down 20% year to date though, the bounce since October's low may be a sign that the market is finally starting to right-price this ticker headed into November.2. Coca-ColaThe recession-related risk of losing a job may prompt some people to cancel a vacation or postpone the purchase of a new car. Economic weakness and burgeoning inflation, however, typically don't cause consumers to stop buying their favorite beverages.Enter Coca-Cola, which is doing just fine at a time when most companies aren't. Last quarter's organic revenue was up 16% on a 4% increase in unit volume, meaning the beverage giant is successfully passing along its higher costs to its customers. The company also managed to gain market share in a very crowded drinks market. And, given all that its management knows right now, Coca-Cola is still looking for solid single-digit revenue and earnings growth for the upcoming year despite broad economic headwinds.This loyalty makes sense. Coca-Cola is one of the world's most recognized and beloved brand names, and being in business for 136 years means it's had plenty of time to become a fixture of the global culture. Christmas ornaments, clothing, toys, and home decor are just some of non-beverage goods that regularly borrow the Coca-Cola logo and colors, reflecting the planet's affinity for the brand outside of beverages.Of course, The Coca-Cola Company isn't just its namesake cola anymore. The company reaches plenty of non-soda drinkers as well; it also owns Dasani water, Gold Peak tea, and Minute Maid juices, just to name a few.Perhaps the real upside to new investors, however, is the nuance that Buffett likes most about this particular Berkshire holding. That's the dividend -- and its reliable growth -- that keeps on coming even in lousy environments. The quarterly payout has not only been paid like clockwork for decades now, but the annual dividend payment has been upped every year for the past 60 years.  Thanks to the stock's relative weakness this year, you can step into this stock right now while its yield is an above-average 3%.3. American ExpressFinally, add American Express to your list of Buffett stocks to buy sooner than later, while you can still buy it 26% below February's peak.On the surface, it's just another credit company. Dig deeper, though, and it's much more. Whereas competitors like Visa and Mastercard provide a payments processing platform for card issuers, American Express builds and operates its own robust charge-card ecosystem. The bulk of the company's personal and business charge cards impose an annual fee, but it's a fee its customers gladly pay in exchange for incredible perks. The Platinum Card, for instance, offers access to select airport lounges, while the Gold Card offers outright credits for Uber Technology's ride-hailing services.And this ecosystem of benefits is no small matter.The company earns interest income like any other lender and collects the usual transaction fees for facilitating the purchase of goods and services. But it also generates a great deal of service and card-fee income. Roughly 10% of last quarter's top line came from cardholders' payments just for the privilege of holding an American Express charge card.Of course, the economic turbulence could rattle consumers' spending and prompt some to cancel credit cards that incur an annual fee. But that's not as likely as you might suspect.Aside from the fact that American Express cardholders really, really love their rewards programs -- in August, J.D. Power ranked American Express highest for customer satisfaction for a third year in a row -- credit cards aren't just for splurging anymore. They're increasingly being used as an alternative to cash to buy everyday goods. In this vein, American Express has collected nearly $38.7 billion in net revenue through the first three quarters of this year, up 30% from where it was at this time of year in pre-pandemic 2019. Analysts are calling for top-line growth of 11% next year, too, despite the brewing economic headwind. That's more than many other companies will be able to produce.You won't want to tarry if you agree with the bigger-picture bullish premise either. While the stock's deep in the red for the year, American Express and now both Mastercard and Visa all agreed in their most recent earnings reports that consumer spending is remaining surprisingly firm. The market hasn't been pricing these stocks accordingly, but may well do that beginning in November now that all three players are singing the same chorus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983126856,"gmtCreate":1666187383976,"gmtModify":1676537719794,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983126856","repostId":"2276118023","repostType":4,"repost":{"id":"2276118023","kind":"highlight","pubTimestamp":1666166392,"share":"https://ttm.financial/m/news/2276118023?lang=&edition=fundamental","pubTime":"2022-10-19 15:59","market":"us","language":"en","title":"Got $300? 3 Genius Stocks to Buy on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2276118023","media":"Motley Fool","summary":"You don't need a boatload of cash to begin building wealth on Wall Street.","content":"<html><head></head><body><p>This has not been a pretty year for Wall Street. Since hitting their respective all-time highs within the past year, the <b>Dow Jones Industrial Average</b>, <b>S&amp;P 500</b>, and <b>Nasdaq Composite </b>have plunged by as much as 22%, 28%, and 38%. This means all three major U.S. stock indexes are now in a bear market.</p><p>There&#39;s little question that bear markets can be scary. The big down days that often accompany periods of heightened volatility can be enough to make anyone question their resolve to stay invested. But bear markets also represent opportunity. Since every double-digit percentage decline in the broader market has eventually been cleared away by a bull market rally, it&#39;s the ideal time for long-term investors to go to work.</p><p><img src=\"https://static.tigerbbs.com/20e8b70d7638b9552474b177bcbb4167\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><p>The best thing about investing in today&#39;s bear market is you don&#39;t need a boatload of cash to begin building wealth. Most brokerages have done away with commission fees and minimum deposit requirements, which means any amount of money -- even $300 -- can be the perfect amount to invest.</p><p>If you&#39;ve got $300 at the ready, which won&#39;t be needed to cover bills or emergencies, the following three stocks would make for genius buys on the dip.</p><h2>NextEra Energy</h2><p>One of the smartest stocks investors can buy right now with $300 as the broader market dips is America&#39;s largest electric utility by market cap, <b>NextEra Energy</b> (NEE 2.62%).</p><p>The biggest headwind for electric utilities is rapidly rising interest rates. Not only are utilities known for leaning on debt to finance new infrastructure projects, but utility stocks are often purchased for their market-topping dividend yields. As interest rates rocket higher, bond yields begin to look like a more attractive option for investors than utility stocks.</p><p>However, NextEra Energy isn&#39;t like a traditional utility stock. That&#39;s because it&#39;s directed its focus on renewable energy sources. No utility in the country generates more capacity from solar or wind power. As a result, NextEra&#39;s electricity generation costs have shrunk, and the company has delivered a compound annual growth rate in the high single-digits for more than a decade. Comparably, electric utilities typically grow by a low-single-digit percentage. If there is such a thing as a utility growth stock, NextEra would fit the definition.</p><p>NextEra can also lean on the predictability of its regulated operations (i.e., those not powered by renewable energy sources). Regulated utilities need the approval of state public utility commissions before they can pass along rate hikes. While this might sound less-than-ideal, it&#39;s actually good news. Regulated utilities aren&#39;t exposed to potentially volatile wholesale electricity pricing, which means NextEra&#39;s cash flow is highly predictable from one year to the next.</p><p>With NextEra capable of high-single-digit earnings growth and expected to increase its dividend by a double-digit percentage through 2024, it looks like a no-brainer buy.</p><h2>Novavax</h2><p>A second genius stock that investors can confidently buy with $300 on the dip is biotech stock <b>Novavax</b> (NVAX 3.31%).</p><p>Novavax gained fame during the COVID-19 pandemic due to its development of NVX-CoV2373 (known as Nuvaxovid in Europe). Only three COVID-19 vaccines makers have managed to hit the elusive 90% vaccine efficacy (VE) mark in late-stage clinical trials. Novavax was one of those three with NVX-CoV2373 in its U.S./Mexico trial (90.4% VE). The company&#39;s vaccine was given emergency-use authorization in the U.S. for persons 12 and older as a primary two-dose treatment.</p><p>The issue for Novavax and other COVID-19 vaccine developers is that the worst of the pandemic appears to be in the rearview mirror. Therefore, skepticism is building with regard to how much revenue vaccine makers like Novavax will bring in on a recurring basis. But there are still abundant catalysts in Novavax&#39;s sails.</p><p>Perhaps even more important than generating global recurring sales is the fact that Novavax&#39;s drug-development platform has demonstrated it works. The pandemic should serve as a jumping-off point for the company to develop combination vaccines (COVID-19 and influenza) and further its norovirus vaccine program. Within a few years, the company could be generating recurring sales from a number of channels.</p><p>Another reason for investors to be confident about Novavax is the company&#39;s healthy balance sheet. When the June quarter came to a close, Novavax had $1.38 billion in cash and cash equivalents.  This is more than enough capital for the company to continue its research. Further, with Novavax&#39;s market cap at only $1.54 billion, its cash should act as a downside buffer..</p><h2>Etsy</h2><p>The third genius stock to buy with $300 on the dip is specialty e-commerce company <b>Etsy</b> (ETSY 6.13%).</p><p>Consistent with the companies on this list, Etsy is contending with a mountain of headwinds. Historically high inflation threatens to reduce the purchasing power of low-earning consumers. Also, a weakening U.S. economy could weigh on people&#39;s desire to make purchases in the first place. The cherry on the sundae is that stocks with premium valuations, such as Etsy, have been taken to the woodshed during the bear market decline.</p><p>But Etsy brings something to the table that differentiates it from other companies in the online retail space. Whereas most direct-to-consumer models are built solely on volume, Etsy&#39;s platform really pushes the idea of personalization and/or customization. That&#39;s because its merchants are self-proprietors or small businesses that are willing to work with potential buyers on a personal level to meet their needs. No other online platform comes close to providing the scale of personalization seen with Etsy&#39;s marketplace.</p><p>Something else to consider about Etsy is the company&#39;s overwhelming success in growing its habitual buyer category. According to the company, a &#34;habitual buyer&#34; is someone who makes at least six purchases over the trailing-12-month period that total $200 or more, in aggregate. In the three years between June 30, 2019 and June 30, 2022, the number of habitual buyers on the platform grew by 248%.  Growing this figure is what allows Etsy to command higher fees from merchants on its platform.</p><p>Etsy isn&#39;t afraid to reinvest for its future, either. The company has aggressively deployed its cash to improve search and purchase functionality, as well as roll out video ads to improve user engagement.</p><p>Although it might not look like it at the moment, Etsy has the opportunity to easily sustain a double-digit average growth rate throughout the decade. With competitive advantages on its side, it looks like a smart buy for growth-oriented 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>Got $300? 3 Genius Stocks to Buy on the Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGot $300? 3 Genius Stocks to Buy on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 15:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/18/got-300-3-genius-stocks-to-buy-on-the-dip/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This has not been a pretty year for Wall Street. Since hitting their respective all-time highs within the past year, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have plunged by as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/18/got-300-3-genius-stocks-to-buy-on-the-dip/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc.","NVAX":"诺瓦瓦克斯医药","NEE":"新纪元能源"},"source_url":"https://www.fool.com/investing/2022/10/18/got-300-3-genius-stocks-to-buy-on-the-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276118023","content_text":"This has not been a pretty year for Wall Street. Since hitting their respective all-time highs within the past year, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have plunged by as much as 22%, 28%, and 38%. This means all three major U.S. stock indexes are now in a bear market.There's little question that bear markets can be scary. The big down days that often accompany periods of heightened volatility can be enough to make anyone question their resolve to stay invested. But bear markets also represent opportunity. Since every double-digit percentage decline in the broader market has eventually been cleared away by a bull market rally, it's the ideal time for long-term investors to go to work.Image source: Getty Images.The best thing about investing in today's bear market is you don't need a boatload of cash to begin building wealth. Most brokerages have done away with commission fees and minimum deposit requirements, which means any amount of money -- even $300 -- can be the perfect amount to invest.If you've got $300 at the ready, which won't be needed to cover bills or emergencies, the following three stocks would make for genius buys on the dip.NextEra EnergyOne of the smartest stocks investors can buy right now with $300 as the broader market dips is America's largest electric utility by market cap, NextEra Energy (NEE 2.62%).The biggest headwind for electric utilities is rapidly rising interest rates. Not only are utilities known for leaning on debt to finance new infrastructure projects, but utility stocks are often purchased for their market-topping dividend yields. As interest rates rocket higher, bond yields begin to look like a more attractive option for investors than utility stocks.However, NextEra Energy isn't like a traditional utility stock. That's because it's directed its focus on renewable energy sources. No utility in the country generates more capacity from solar or wind power. As a result, NextEra's electricity generation costs have shrunk, and the company has delivered a compound annual growth rate in the high single-digits for more than a decade. Comparably, electric utilities typically grow by a low-single-digit percentage. If there is such a thing as a utility growth stock, NextEra would fit the definition.NextEra can also lean on the predictability of its regulated operations (i.e., those not powered by renewable energy sources). Regulated utilities need the approval of state public utility commissions before they can pass along rate hikes. While this might sound less-than-ideal, it's actually good news. Regulated utilities aren't exposed to potentially volatile wholesale electricity pricing, which means NextEra's cash flow is highly predictable from one year to the next.With NextEra capable of high-single-digit earnings growth and expected to increase its dividend by a double-digit percentage through 2024, it looks like a no-brainer buy.NovavaxA second genius stock that investors can confidently buy with $300 on the dip is biotech stock Novavax (NVAX 3.31%).Novavax gained fame during the COVID-19 pandemic due to its development of NVX-CoV2373 (known as Nuvaxovid in Europe). Only three COVID-19 vaccines makers have managed to hit the elusive 90% vaccine efficacy (VE) mark in late-stage clinical trials. Novavax was one of those three with NVX-CoV2373 in its U.S./Mexico trial (90.4% VE). The company's vaccine was given emergency-use authorization in the U.S. for persons 12 and older as a primary two-dose treatment.The issue for Novavax and other COVID-19 vaccine developers is that the worst of the pandemic appears to be in the rearview mirror. Therefore, skepticism is building with regard to how much revenue vaccine makers like Novavax will bring in on a recurring basis. But there are still abundant catalysts in Novavax's sails.Perhaps even more important than generating global recurring sales is the fact that Novavax's drug-development platform has demonstrated it works. The pandemic should serve as a jumping-off point for the company to develop combination vaccines (COVID-19 and influenza) and further its norovirus vaccine program. Within a few years, the company could be generating recurring sales from a number of channels.Another reason for investors to be confident about Novavax is the company's healthy balance sheet. When the June quarter came to a close, Novavax had $1.38 billion in cash and cash equivalents.  This is more than enough capital for the company to continue its research. Further, with Novavax's market cap at only $1.54 billion, its cash should act as a downside buffer..EtsyThe third genius stock to buy with $300 on the dip is specialty e-commerce company Etsy (ETSY 6.13%).Consistent with the companies on this list, Etsy is contending with a mountain of headwinds. Historically high inflation threatens to reduce the purchasing power of low-earning consumers. Also, a weakening U.S. economy could weigh on people's desire to make purchases in the first place. The cherry on the sundae is that stocks with premium valuations, such as Etsy, have been taken to the woodshed during the bear market decline.But Etsy brings something to the table that differentiates it from other companies in the online retail space. Whereas most direct-to-consumer models are built solely on volume, Etsy's platform really pushes the idea of personalization and/or customization. That's because its merchants are self-proprietors or small businesses that are willing to work with potential buyers on a personal level to meet their needs. No other online platform comes close to providing the scale of personalization seen with Etsy's marketplace.Something else to consider about Etsy is the company's overwhelming success in growing its habitual buyer category. According to the company, a \"habitual buyer\" is someone who makes at least six purchases over the trailing-12-month period that total $200 or more, in aggregate. In the three years between June 30, 2019 and June 30, 2022, the number of habitual buyers on the platform grew by 248%.  Growing this figure is what allows Etsy to command higher fees from merchants on its platform.Etsy isn't afraid to reinvest for its future, either. The company has aggressively deployed its cash to improve search and purchase functionality, as well as roll out video ads to improve user engagement.Although it might not look like it at the moment, Etsy has the opportunity to easily sustain a double-digit average growth rate throughout the decade. With competitive advantages on its side, it looks like a smart buy for growth-oriented investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989743738,"gmtCreate":1666097681724,"gmtModify":1676537705351,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989743738","repostId":"1170174661","repostType":4,"repost":{"id":"1170174661","kind":"news","pubTimestamp":1666086828,"share":"https://ttm.financial/m/news/1170174661?lang=&edition=fundamental","pubTime":"2022-10-18 17:53","market":"us","language":"en","title":"Utility Stocks Stumble as Treasury Yields Climb","url":"https://stock-news.laohu8.com/highlight/detail?id=1170174661","media":"the wall street journal","summary":"One of Wall Street’s go-to safety plays isn’t shielding investors frommarket turmoil anymore.Earlier","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/594a73716eafdd8c1f78ba4dd0562402\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>One of Wall Street’s go-to safety plays isn’t shielding investors frommarket turmoil anymore.</p><p>Earlier this year, utility stocks were among the best-performing segments of the market as investors turned to defensive sectors to weatherthe financial storm. Utility stocks are typically thought of as more stable than overall equity markets as providers collect steady checks from customers even whenthe economy slows. At its 2022 high in mid-September, the S&amp;P 500 utilities sector was up more than 8% year to date.</p><p>That trade has unraveled. Over the past month, utility stocks have been the worst-performing sector of the S&amp;P 500, down 14% versus the broad benchmark’s 5% decline. All but one of the 28 stocks in the group have pulled back, includingConsolidated EdisonInc.,Duke EnergyCorp. andDominion EnergyInc. Last week, the utilities sector dropped to its lowest level of the year.</p><p>A big draw of utility stocks has become less attractive asinterest rates have climbed. Utility stocks are known for their sizable dividends, offering investors a regular stream of income. Companies in the S&amp;P 500 utilities sector offer a dividend yield of 3.3%, among the highest payout percentages in the index, according to FactSet.</p><p>But the outsize dividends of utility stocks are no match forclimbing bond yields. The yield on the benchmark 10-year Treasury note finished above 4% on Monday for a second consecutive session. Friday marked the 10-year yield’s first close above the 4% level since 2008 and 11 straight weeks of gains. Treasurys are viewed as essentially risk-free if held to maturity.</p><p>“The 10-year is repricing everything. I’ve got something that’s even safer and yields even more,” said Kevin Barry, chief investment officer at Summit Financial, comparing Treasurys and utility stocks.</p><p>The rout in utility stocks underscores the difficulty of finding havens amid this year’s bruising market conditions. With inflation still hot, theFederal Reserve is on trackto keep raising interest rates at an aggressive pace, even as investors worry the economy could tipinto a recession.</p><p>Despite the recent pullback, utility stocks look expensive to investors compared with the broader market. Wall Street often uses the ratio of a company’s share price to its earnings as a gauge for whether a stock appears cheap or overpriced.</p><p><i>What is your outlook for the utilities sector? Join the conversation below.</i></p><p>After the run-up in utility stocks earlier this year, the S&amp;P 500 utilities sector is trading at 16.6 times projected earnings over the next 12 months, according to FactSet. That compares with the S&amp;P 500’s multiple of 15.3. Analysts estimate utility companies’ profit dropped 5.8% in the third quarter, compared with S&amp;P 500 companies’ roughly 1% projected earnings growth.</p><p>“There was a big piling in there, and valuations have gotten too stretched,” said Stephanie Lang, chief investment officer at wealth management firm Homrich Berg.</p><p>Rising energy prices are unlikely to boost utility stocks, because changes in commodities prices are typically passed through to customers, analysts and investors say. Brent crude has retreated from its highs of the year but is up 4% in October.</p><p>Plus, the high dividend yield and projected earnings growth of oil-and-gas companies also make those shares more appealing, Ms. Lang said. Energy companies in the S&amp;P 500 are expected to report thattheir profitsmore than doubled in the third quarter, according to FactSet. The energy sector has a dividend yield of 3.5%.</p><p>Some investors say they are continuing to maintain a defensive posture in their portfolios, but looking to other safety sectors like healthcare and consumer-staples stocks. Victoria Fernandez, chief market strategist and portfolio manager at Crossmark Global Investments, said her firm is slowly adding to its holdings in those sectors.</p><p>“We know there’s going to be more volatility,” said Ms. Fernandez.</p><p>To be sure, utilities are still outperforming the market this year. The sector is down 11% in 2022, compared with the S&amp;P 500’s 23% pullback.</p><p>For investors with a longer time horizon,the transition to clean energycould be a boon to utility stocks for years to come, said Jay Rhame, chief executive and portfolio manager at Reaves Asset Management, which invests in utility and infrastructure companies.</p><p>Mr. Rhame said his firm is positioning portfolios toward companies it thinks will be long-term winners from theInflation Reduction Act, which provides subsidies for renewable energy projects. The biggest holding in theVirtus Reaves Utilities ETFisNextEra EnergyInc., one of the world’s biggest renewable-energy developers.</p><p>“With the upside of the IRA and the regular stability of utility earnings, we think they will come back to being defensive,” Mr. Rhame said about utility stocks.</p><p></p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Utility Stocks Stumble as Treasury Yields Climb</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\">\nUtility Stocks Stumble as Treasury Yields Climb\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 17:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/utility-stocks-stumble-as-treasury-yields-climb-11666058844?mod=hp_lead_pos2><strong>the wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of Wall Street’s go-to safety plays isn’t shielding investors frommarket turmoil anymore.Earlier this year, utility stocks were among the best-performing segments of the market as investors turned...</p>\n\n<a href=\"https://www.wsj.com/articles/utility-stocks-stumble-as-treasury-yields-climb-11666058844?mod=hp_lead_pos2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DUKB":"Duke Energy Corporation","ED":"爱迪生联合电气"},"source_url":"https://www.wsj.com/articles/utility-stocks-stumble-as-treasury-yields-climb-11666058844?mod=hp_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170174661","content_text":"One of Wall Street’s go-to safety plays isn’t shielding investors frommarket turmoil anymore.Earlier this year, utility stocks were among the best-performing segments of the market as investors turned to defensive sectors to weatherthe financial storm. Utility stocks are typically thought of as more stable than overall equity markets as providers collect steady checks from customers even whenthe economy slows. At its 2022 high in mid-September, the S&P 500 utilities sector was up more than 8% year to date.That trade has unraveled. Over the past month, utility stocks have been the worst-performing sector of the S&P 500, down 14% versus the broad benchmark’s 5% decline. All but one of the 28 stocks in the group have pulled back, includingConsolidated EdisonInc.,Duke EnergyCorp. andDominion EnergyInc. Last week, the utilities sector dropped to its lowest level of the year.A big draw of utility stocks has become less attractive asinterest rates have climbed. Utility stocks are known for their sizable dividends, offering investors a regular stream of income. Companies in the S&P 500 utilities sector offer a dividend yield of 3.3%, among the highest payout percentages in the index, according to FactSet.But the outsize dividends of utility stocks are no match forclimbing bond yields. The yield on the benchmark 10-year Treasury note finished above 4% on Monday for a second consecutive session. Friday marked the 10-year yield’s first close above the 4% level since 2008 and 11 straight weeks of gains. Treasurys are viewed as essentially risk-free if held to maturity.“The 10-year is repricing everything. I’ve got something that’s even safer and yields even more,” said Kevin Barry, chief investment officer at Summit Financial, comparing Treasurys and utility stocks.The rout in utility stocks underscores the difficulty of finding havens amid this year’s bruising market conditions. With inflation still hot, theFederal Reserve is on trackto keep raising interest rates at an aggressive pace, even as investors worry the economy could tipinto a recession.Despite the recent pullback, utility stocks look expensive to investors compared with the broader market. Wall Street often uses the ratio of a company’s share price to its earnings as a gauge for whether a stock appears cheap or overpriced.What is your outlook for the utilities sector? Join the conversation below.After the run-up in utility stocks earlier this year, the S&P 500 utilities sector is trading at 16.6 times projected earnings over the next 12 months, according to FactSet. That compares with the S&P 500’s multiple of 15.3. Analysts estimate utility companies’ profit dropped 5.8% in the third quarter, compared with S&P 500 companies’ roughly 1% projected earnings growth.“There was a big piling in there, and valuations have gotten too stretched,” said Stephanie Lang, chief investment officer at wealth management firm Homrich Berg.Rising energy prices are unlikely to boost utility stocks, because changes in commodities prices are typically passed through to customers, analysts and investors say. Brent crude has retreated from its highs of the year but is up 4% in October.Plus, the high dividend yield and projected earnings growth of oil-and-gas companies also make those shares more appealing, Ms. Lang said. Energy companies in the S&P 500 are expected to report thattheir profitsmore than doubled in the third quarter, according to FactSet. The energy sector has a dividend yield of 3.5%.Some investors say they are continuing to maintain a defensive posture in their portfolios, but looking to other safety sectors like healthcare and consumer-staples stocks. Victoria Fernandez, chief market strategist and portfolio manager at Crossmark Global Investments, said her firm is slowly adding to its holdings in those sectors.“We know there’s going to be more volatility,” said Ms. Fernandez.To be sure, utilities are still outperforming the market this year. The sector is down 11% in 2022, compared with the S&P 500’s 23% pullback.For investors with a longer time horizon,the transition to clean energycould be a boon to utility stocks for years to come, said Jay Rhame, chief executive and portfolio manager at Reaves Asset Management, which invests in utility and infrastructure companies.Mr. Rhame said his firm is positioning portfolios toward companies it thinks will be long-term winners from theInflation Reduction Act, which provides subsidies for renewable energy projects. The biggest holding in theVirtus Reaves Utilities ETFisNextEra EnergyInc., one of the world’s biggest renewable-energy developers.“With the upside of the IRA and the regular stability of utility earnings, we think they will come back to being defensive,” Mr. Rhame said about utility stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980316501,"gmtCreate":1665649416603,"gmtModify":1676537642734,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980316501","repostId":"2275266664","repostType":4,"repost":{"id":"2275266664","kind":"highlight","pubTimestamp":1665625525,"share":"https://ttm.financial/m/news/2275266664?lang=&edition=fundamental","pubTime":"2022-10-13 09:45","market":"us","language":"en","title":"Taiwan Semiconductor's Earnings Are Coming. Apple, China Headwinds Are in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2275266664","media":"Barron's","summary":"Taiwan Semiconductor Manufacturing will report its earnings Thursday in the midst of a grim period f","content":"<html><head></head><body><p>Taiwan Semiconductor Manufacturing will report its earnings Thursday in the midst of a grim period for chip stocks.</p><p>The world’s largest contract chip maker looks set to continue outperforming the wider sector but that might not be enough to lift the stock against a gloomy outlook for the personal computer market and geopolitical tensions.</p><p>TSMC American depositary receipts (ticker:TSM) are down 47% so far in 2022, despite the company raising its 2022 revenue growth outlook to around 35% from under 30% with its second-quarter results in July. Since then the outlook for the semiconductor sector has turned bleaker. Last week Advanced Micro Devices (AMD), a major customer for TSMC, said that it would miss its revenue guidance in the third quarter, citing weakening demand for PCs.</p><p>“We don’t believe TSMC is immune from deteriorating end market conditions, with AMD’s miss the latest reminder of weakening end markets. However, we do think that TSMC will outperform markets in general due to continued share gains” Wedbush analyst Matt Bryson said in a note.</p><p>Any comment relating to TSMC’s largest customer Apple (AAPL) will be closely watched. At the end of September, Bloomberg reported that Apple had reversed plans to boost iPhone 14 production later this year after an expected surge in demand failed to materialize.</p><p>Geopolitical tensions are another headwind. The company’s ADRs fell nearly 6% on Tuesday, with the sector hit by concerns about new rules from the U.S. Commerce Department on exporting chips and related equipment to China. TSMC has chip fabrication facilities in China, including in the eastern city of Nanjing.</p><p>TSMC has declined to comment on the new U.S. rules during the blackout period ahead of its earnings report and any comments on the potential effects of the new regulations will be under scrutiny.</p><p>The company has already reported monthly sales figures for September of $208.2 billion Taiwanese dollars ($6.53 billion), down 4.5% from the previous month but up 36% from the prior year.</p><p>Wedbush’s Bryson said the latest figures put quarterly sales in-line with management’s guidance for the quarter. Analysts expect sales of $604.9 billion Taiwanese dollars and net income of $264.8 billion Taiwanese dollars, according to the FactSet consensus. Earnings per share are expected to be $10.26 Taiwanese dollars.</p><p>TSMC’s sales and margins are set to enjoy a tailwind from the more than 6% deterioration in the Taiwanese dollar against the U.S. dollar since it last reported, as the chipmaker’s revenue are largely dollar denominated, while its expenses are mostly in Taiwanese dollars.</p></body></html>","source":"lsy1610680873436","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>Taiwan Semiconductor's Earnings Are Coming. Apple, China Headwinds Are in Focus</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\">\nTaiwan Semiconductor's Earnings Are Coming. Apple, China Headwinds Are in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-13 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/taiwan-semiconductors-earnings-stock-price-51665582258?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taiwan Semiconductor Manufacturing will report its earnings Thursday in the midst of a grim period for chip stocks.The world’s largest contract chip maker looks set to continue outperforming the wider...</p>\n\n<a href=\"https://www.barrons.com/articles/taiwan-semiconductors-earnings-stock-price-51665582258?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.barrons.com/articles/taiwan-semiconductors-earnings-stock-price-51665582258?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275266664","content_text":"Taiwan Semiconductor Manufacturing will report its earnings Thursday in the midst of a grim period for chip stocks.The world’s largest contract chip maker looks set to continue outperforming the wider sector but that might not be enough to lift the stock against a gloomy outlook for the personal computer market and geopolitical tensions.TSMC American depositary receipts (ticker:TSM) are down 47% so far in 2022, despite the company raising its 2022 revenue growth outlook to around 35% from under 30% with its second-quarter results in July. Since then the outlook for the semiconductor sector has turned bleaker. Last week Advanced Micro Devices (AMD), a major customer for TSMC, said that it would miss its revenue guidance in the third quarter, citing weakening demand for PCs.“We don’t believe TSMC is immune from deteriorating end market conditions, with AMD’s miss the latest reminder of weakening end markets. However, we do think that TSMC will outperform markets in general due to continued share gains” Wedbush analyst Matt Bryson said in a note.Any comment relating to TSMC’s largest customer Apple (AAPL) will be closely watched. At the end of September, Bloomberg reported that Apple had reversed plans to boost iPhone 14 production later this year after an expected surge in demand failed to materialize.Geopolitical tensions are another headwind. The company’s ADRs fell nearly 6% on Tuesday, with the sector hit by concerns about new rules from the U.S. Commerce Department on exporting chips and related equipment to China. TSMC has chip fabrication facilities in China, including in the eastern city of Nanjing.TSMC has declined to comment on the new U.S. rules during the blackout period ahead of its earnings report and any comments on the potential effects of the new regulations will be under scrutiny.The company has already reported monthly sales figures for September of $208.2 billion Taiwanese dollars ($6.53 billion), down 4.5% from the previous month but up 36% from the prior year.Wedbush’s Bryson said the latest figures put quarterly sales in-line with management’s guidance for the quarter. Analysts expect sales of $604.9 billion Taiwanese dollars and net income of $264.8 billion Taiwanese dollars, according to the FactSet consensus. Earnings per share are expected to be $10.26 Taiwanese dollars.TSMC’s sales and margins are set to enjoy a tailwind from the more than 6% deterioration in the Taiwanese dollar against the U.S. dollar since it last reported, as the chipmaker’s revenue are largely dollar denominated, while its expenses are mostly in Taiwanese dollars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917470977,"gmtCreate":1665576764499,"gmtModify":1676537630083,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917470977","repostId":"2274583523","repostType":4,"repost":{"id":"2274583523","kind":"highlight","pubTimestamp":1665588301,"share":"https://ttm.financial/m/news/2274583523?lang=&edition=fundamental","pubTime":"2022-10-12 23:25","market":"us","language":"en","title":"2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2274583523","media":"Motley Fool","summary":"Wall Street analysts are bullish on these growth stocks in spite of the bear market.","content":"<html><head></head><body><p>It has been a tough year for investors. The <b>S&amp;P 500</b> last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts view that downturn as a buying opportunity. For instance, <b>Alphabet</b> and <b>Okta</b> both have a consensus rating of buy among analysts right now.</p><p>Better yet, Tigress Financial analyst Ivan Feinseth has a price target of $186 per share on Alphabet, which implies an 87% upside. And Oppenheimer analyst Ittai Kidron has a price target of $115 per share on Okta, which implies a 114% upside.</p><p>Here&#39;s why these growth stocks are worth buying today.</p><h2>Alphabet: A powerbroker in the advertising industry</h2><p>Alphabet is the parent company of search giant Google, a business that commands so much loyalty that it can reasonably be called the gateway to the internet. In fact, Google currently holds more than 90% market share among search engines. But Google also owns the wildly popular online video platform YouTube, which is currently tied with <b>Netflix</b> as the top streaming service as measured by viewing time, according to <b>Nielsen</b>.</p><p>Google has used those highly engaging web properties to position itself as a powerbroker in the advertising industry. It collected a stunning 27.5% of global digital ad spend in 2020, and despite tough competition from tech companies like <b>Amazon</b> and <b>Alibaba</b>, Google will still hold 27.5% market share by 2023, according to eMarketer.</p><p>Meanwhile, Google is also gaining share in cloud computing. Google Cloud captured 8% of cloud infrastructure spending in the second quarter of 2022, up from 5% in the second quarter of 2019, according to Canalys. One of the drivers behind that success is its leadership in the data cloud market, which itself stems from expertise in analytics and artificial intelligence.</p><p>Not surprisingly, Alphabet has delivered stellar financial results like clockwork. Revenue climbed 26% to $278.1 billion in the past year, and free cash flow jumped 11% to $65.2 billion. But investors have good reason to believe that momentum will carry into the coming years.</p><p>Looking ahead, eMarketer says global digital ad spend will grow at nearly 10% per year to reach $876 billion by 2026, and Grand View Research estimates cloud computing spend will grow at nearly 16% per year to reach $1.6 trillion by 2030. That puts Alphabet in front of a massive market opportunity, and with shares trading at a reasonable 4.9 times sales -- a discount to the three-year average of 6.8 times sales -- now is a great time to buy this growth stock.</p><h2>Okta: The most comprehensive identity platform</h2><p>Okta specializes in identity and access management (IAM), a branch of cybersecurity that seeks to ensure only the right people can access applications and resources at the appropriate time. Its platform allows administrators to enforce contextual access policies based on factors like identity, device, and location, and it leans on artificial intelligence to measure risk and authenticate users.</p><p>Okta offers the most comprehensive IAM solution on the market, according to management. Its platform features over 7,000 prebuilt integrations that simplify adoption, making it easy for businesses to integrate identity into workforce applications like <b>Microsoft</b> 365 and <b>Salesforce</b>. Its platform also features developer tools -- acquired from Auth0 last year -- that allow businesses to embed identity into customer applications.</p><p>Unfortunately, the Auth0 integration has weighed on Okta&#39;s financial performance. Revenue climbed 57% to $1.6 billion over the past year, but free cash flow fell 81% to $23 million. Management recently addressed that issue by restructuring its product portfolio to simplify its go-to-market strategy. Investors should keep an eye on the situation, paying close attention to management&#39;s commentary regarding adoption of its customer identity cloud in the coming quarters.</p><p>On the other side of its business, Okta recently bolstered its workforce identity cloud with the launch of an identity governance and administration (IGA) product, Okta Identity Governance. That IGA solution simplifies auditing and compliance for customers, and it streamlines identity workflows with automation. Okta Identity Governance is now live in North America, and the global launch is slated for later this year. Also noteworthy, Okta has a privileged access management (PAM) product set to launch a few quarters down the road, further expanding its workforce identity cloud. PAM solutions are focused on securing superuser accounts and other highly privileged accounts.</p><p>Collectively, Okta&#39;s acquisition of Auth0 and its introduction of IGA and PAM solutions brings its total addressable market to $80 billion, leaving a long runway for growth. And with shares trading at 5.2 times sales -- a steep discount to the three-year average of 28.2 times sales -- now is a great time to buy this 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>2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been a tough year for investors. The S&P 500 last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OKTA":"Okta Inc.","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274583523","content_text":"It has been a tough year for investors. The S&P 500 last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts view that downturn as a buying opportunity. For instance, Alphabet and Okta both have a consensus rating of buy among analysts right now.Better yet, Tigress Financial analyst Ivan Feinseth has a price target of $186 per share on Alphabet, which implies an 87% upside. And Oppenheimer analyst Ittai Kidron has a price target of $115 per share on Okta, which implies a 114% upside.Here's why these growth stocks are worth buying today.Alphabet: A powerbroker in the advertising industryAlphabet is the parent company of search giant Google, a business that commands so much loyalty that it can reasonably be called the gateway to the internet. In fact, Google currently holds more than 90% market share among search engines. But Google also owns the wildly popular online video platform YouTube, which is currently tied with Netflix as the top streaming service as measured by viewing time, according to Nielsen.Google has used those highly engaging web properties to position itself as a powerbroker in the advertising industry. It collected a stunning 27.5% of global digital ad spend in 2020, and despite tough competition from tech companies like Amazon and Alibaba, Google will still hold 27.5% market share by 2023, according to eMarketer.Meanwhile, Google is also gaining share in cloud computing. Google Cloud captured 8% of cloud infrastructure spending in the second quarter of 2022, up from 5% in the second quarter of 2019, according to Canalys. One of the drivers behind that success is its leadership in the data cloud market, which itself stems from expertise in analytics and artificial intelligence.Not surprisingly, Alphabet has delivered stellar financial results like clockwork. Revenue climbed 26% to $278.1 billion in the past year, and free cash flow jumped 11% to $65.2 billion. But investors have good reason to believe that momentum will carry into the coming years.Looking ahead, eMarketer says global digital ad spend will grow at nearly 10% per year to reach $876 billion by 2026, and Grand View Research estimates cloud computing spend will grow at nearly 16% per year to reach $1.6 trillion by 2030. That puts Alphabet in front of a massive market opportunity, and with shares trading at a reasonable 4.9 times sales -- a discount to the three-year average of 6.8 times sales -- now is a great time to buy this growth stock.Okta: The most comprehensive identity platformOkta specializes in identity and access management (IAM), a branch of cybersecurity that seeks to ensure only the right people can access applications and resources at the appropriate time. Its platform allows administrators to enforce contextual access policies based on factors like identity, device, and location, and it leans on artificial intelligence to measure risk and authenticate users.Okta offers the most comprehensive IAM solution on the market, according to management. Its platform features over 7,000 prebuilt integrations that simplify adoption, making it easy for businesses to integrate identity into workforce applications like Microsoft 365 and Salesforce. Its platform also features developer tools -- acquired from Auth0 last year -- that allow businesses to embed identity into customer applications.Unfortunately, the Auth0 integration has weighed on Okta's financial performance. Revenue climbed 57% to $1.6 billion over the past year, but free cash flow fell 81% to $23 million. Management recently addressed that issue by restructuring its product portfolio to simplify its go-to-market strategy. Investors should keep an eye on the situation, paying close attention to management's commentary regarding adoption of its customer identity cloud in the coming quarters.On the other side of its business, Okta recently bolstered its workforce identity cloud with the launch of an identity governance and administration (IGA) product, Okta Identity Governance. That IGA solution simplifies auditing and compliance for customers, and it streamlines identity workflows with automation. Okta Identity Governance is now live in North America, and the global launch is slated for later this year. Also noteworthy, Okta has a privileged access management (PAM) product set to launch a few quarters down the road, further expanding its workforce identity cloud. PAM solutions are focused on securing superuser accounts and other highly privileged accounts.Collectively, Okta's acquisition of Auth0 and its introduction of IGA and PAM solutions brings its total addressable market to $80 billion, leaving a long runway for growth. And with shares trading at 5.2 times sales -- a steep discount to the three-year average of 28.2 times sales -- now is a great time to buy this stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914699566,"gmtCreate":1665270005155,"gmtModify":1676537578568,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914699566","repostId":"1169524187","repostType":4,"repost":{"id":"1169524187","kind":"news","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":1665149836,"share":"https://ttm.financial/m/news/1169524187?lang=&edition=fundamental","pubTime":"2022-10-07 21:37","market":"us","language":"en","title":"Big Tech Stocks Plunged in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1169524187","media":"Tiger Newspress","summary":"Big tech stocks plunged in morning trading. Nvidia fell 3.8%; Microsoft fell 3%; Amazon and Tesla fe","content":"<html><head></head><body><p>Big tech stocks plunged in morning trading. Nvidia fell 3.8%; Microsoft fell 3%; Amazon and Tesla fell 2%; Apple, Alphabet, Meta Platforns and Netflix fell 1%.</p><p><img src=\"https://static.tigerbbs.com/c9c7c88ae112eb4d3b3ee60e649179c0\" tg-width=\"453\" tg-height=\"476\" referrerpolicy=\"no-referrer\"/></p><p></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>Big Tech Stocks Plunged in Morning Trading</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\">\nBig Tech Stocks Plunged in Morning Trading\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\">2022-10-07 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Big tech stocks plunged in morning trading. Nvidia fell 3.8%; Microsoft fell 3%; Amazon and Tesla fell 2%; Apple, Alphabet, Meta Platforns and Netflix fell 1%.</p><p><img src=\"https://static.tigerbbs.com/c9c7c88ae112eb4d3b3ee60e649179c0\" tg-width=\"453\" tg-height=\"476\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","MSFT":"微软","AAPL":"苹果","GOOGL":"谷歌A","NFLX":"奈飞","NVDA":"英伟达","AMZN":"亚马逊","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169524187","content_text":"Big tech stocks plunged in morning trading. Nvidia fell 3.8%; Microsoft fell 3%; Amazon and Tesla fell 2%; Apple, Alphabet, Meta Platforns and Netflix fell 1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915154279,"gmtCreate":1665004432492,"gmtModify":1676537540490,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9915154279","repostId":"2272834950","repostType":4,"repost":{"id":"2272834950","kind":"highlight","pubTimestamp":1664979632,"share":"https://ttm.financial/m/news/2272834950?lang=&edition=fundamental","pubTime":"2022-10-05 22:20","market":"us","language":"en","title":"2 of the Best Growth Stocks to Buy in October","url":"https://stock-news.laohu8.com/highlight/detail?id=2272834950","media":"Motley Fool","summary":"Bear markets are scary, but these growth stocks are too cheap to pass up in October.","content":"<html><head></head><body><p>October conjures visions of haunted houses, ghostly apparitions, and leering jack-o&#39;-lanterns. It is a month for scary things. And for many investors, the stock market crash that has unfolded over the past year certainly qualifies as scary. The <b>S&amp;P 500</b> is down 24% from its high, and the <b>Nasdaq Composite</b> is down 33%, putting both indexes in the jaws of a bear market.</p><p>Fortunately, there is a silver lining to the current downturn. High-quality companies like <b>Shopify</b> and <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b> have seen their stock prices fall into bargain territory, creating an excellent buying opportunity for patient investors.</p><p>Here&#39;s what you should know about these two growth stocks.</p><h2>1. Shopify: The leading e-commerce software platform</h2><p>Shopify is the operating system behind more than 2 million businesses. Its software helps merchants manage sales across multiple channels, including brick-and-mortar shops, online marketplaces, and direct-to-consumer websites. Shopify supplements its software with adjacent services like payment processing, discounted shipping, and financing. Few (if any) other vendors offer such a comprehensive solution.</p><p>Not surprisingly, Shopify is the most popular e-commerce software on the market, according to G2 Grid, and Shopify Plus, its commerce platform for larger companies, ranks as the second-most-popular product. In fact, over 14,000 enterprises currently use Shopify Plus, and the company is working to accelerate its momentum in that vertical. For instance, it recently debuted artificial intelligence-powered marketing software for Plus merchants, and it enhanced its business-to-business (B2B) commerce tools.</p><p>Like many retailers, Shopify has struggled throughout the year. High inflation has dampened consumer demand for discretionary items, and online shopping has naturally decelerated as the social impacts of the pandemic have faded. That said, Shopify continued to gain market share (both online and offline) in U.S. retail in the first and second quarters of 2022, and it still delivered modest financial results over the past year. Revenue climbed 30% to $5 billion, and while cash from operations fell 77% to $125 million, a positive number suggests that Shopify can continue to grow its business without issuing debt or equity.</p><p>Things may get worse in the near term if the macroeconomic environment continues to deteriorate, but patient investors still have good reason to be bullish. Shopify has a strong position in a massive market: eMarketer says retail e-commerce sales (i.e., business to consumer) will grow at 10% per year to reach $7.4 trillion by 2025, and Grand View Research estimates business-to-business e-commerce sales will grow at 20% per year to surpass $33 trillion by 2030.</p><p>Moreover, Shopify is working to strengthen its position through geographic expansion and product innovation. It recently launched point-of-sale hardware in Italy and Singapore, bringing the total to 13 countries; it also debuted payment processing services in France, bringing the total to 18 countries. Better yet, Shopify is building a fulfillment network across the U.S. to simplify logistics for merchants and accelerate delivery times for buyers. CFO Amy Shapero said on the Q1 earnings call in May that project will reach scale &#34;toward the back half of 2023 and into 2024.&#34;</p><p>On that note, shares currently trade at an inexpensive 6.8 times sales -- the cheapest valuation in the last five years. That makes this growth stock a screaming buy.</p><h2>2. PayPal: The leading digital wallet in North America and Europe</h2><p>PayPal is the most accepted digital wallet in North America and Europe, and it was the most downloaded mobile finance app worldwide in the first half of 2022, according to Apptopia. That success stems from its trusted brand, its reliable platform, and its ability to engage both buyers and sellers with its two-sided payments network.</p><p>In other words, unlike traditional payment processors, PayPal often has data from both sides of a transaction. That gives the company an edge in identifying fraud. PayPal can also use that data to drive sales for merchants by surfacing relevant shopping deals for consumers who use its digital wallet. The company plans to lean into that competitive advantage in the second half of the year by redesigning its digital wallet&#39;s shopping hub.</p><p>PayPal&#39;s financial performance has been somewhat muted of late, due in part to <b><a href=\"https://laohu8.com/S/EBAY\">eBay</a></b>&#39;s migration away from the platform. But management says the eBay impact will be minimal in the second half of year, and cost-cutting measures should drive operating margin expansion in 2023. That said, PayPal still turned in decent results over the past year. Revenue climbed 11% to $26.4 billion and free cash flow rose 8% to $5.2 billion.</p><p>Investors have good reason to believe PayPal can reaccelerate growth. The company puts its addressable market at $110 trillion, and secular trends like online shopping and digital wallet adoption should be powerful catalysts. In fact, digital wallets are expected to take share from cash and payment cards in North America and Europe in the coming years, in both physical and digital settings, according to data from Worldpay.</p><p>Currently, shares trade at 3.8 times sales -- an absolute bargain compared to the three-year average of 8.7 times sales -- that&#39;s why patient investors should pile into this growth stock in October.</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 of the Best Growth Stocks to Buy in October</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 of the Best Growth Stocks to Buy in October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/04/2-best-growth-stocks-to-buy-in-october/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>October conjures visions of haunted houses, ghostly apparitions, and leering jack-o'-lanterns. It is a month for scary things. And for many investors, the stock market crash that has unfolded over the...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/04/2-best-growth-stocks-to-buy-in-october/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","PYPL":"PayPal"},"source_url":"https://www.fool.com/investing/2022/10/04/2-best-growth-stocks-to-buy-in-october/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272834950","content_text":"October conjures visions of haunted houses, ghostly apparitions, and leering jack-o'-lanterns. It is a month for scary things. And for many investors, the stock market crash that has unfolded over the past year certainly qualifies as scary. The S&P 500 is down 24% from its high, and the Nasdaq Composite is down 33%, putting both indexes in the jaws of a bear market.Fortunately, there is a silver lining to the current downturn. High-quality companies like Shopify and PayPal Holdings have seen their stock prices fall into bargain territory, creating an excellent buying opportunity for patient investors.Here's what you should know about these two growth stocks.1. Shopify: The leading e-commerce software platformShopify is the operating system behind more than 2 million businesses. Its software helps merchants manage sales across multiple channels, including brick-and-mortar shops, online marketplaces, and direct-to-consumer websites. Shopify supplements its software with adjacent services like payment processing, discounted shipping, and financing. Few (if any) other vendors offer such a comprehensive solution.Not surprisingly, Shopify is the most popular e-commerce software on the market, according to G2 Grid, and Shopify Plus, its commerce platform for larger companies, ranks as the second-most-popular product. In fact, over 14,000 enterprises currently use Shopify Plus, and the company is working to accelerate its momentum in that vertical. For instance, it recently debuted artificial intelligence-powered marketing software for Plus merchants, and it enhanced its business-to-business (B2B) commerce tools.Like many retailers, Shopify has struggled throughout the year. High inflation has dampened consumer demand for discretionary items, and online shopping has naturally decelerated as the social impacts of the pandemic have faded. That said, Shopify continued to gain market share (both online and offline) in U.S. retail in the first and second quarters of 2022, and it still delivered modest financial results over the past year. Revenue climbed 30% to $5 billion, and while cash from operations fell 77% to $125 million, a positive number suggests that Shopify can continue to grow its business without issuing debt or equity.Things may get worse in the near term if the macroeconomic environment continues to deteriorate, but patient investors still have good reason to be bullish. Shopify has a strong position in a massive market: eMarketer says retail e-commerce sales (i.e., business to consumer) will grow at 10% per year to reach $7.4 trillion by 2025, and Grand View Research estimates business-to-business e-commerce sales will grow at 20% per year to surpass $33 trillion by 2030.Moreover, Shopify is working to strengthen its position through geographic expansion and product innovation. It recently launched point-of-sale hardware in Italy and Singapore, bringing the total to 13 countries; it also debuted payment processing services in France, bringing the total to 18 countries. Better yet, Shopify is building a fulfillment network across the U.S. to simplify logistics for merchants and accelerate delivery times for buyers. CFO Amy Shapero said on the Q1 earnings call in May that project will reach scale \"toward the back half of 2023 and into 2024.\"On that note, shares currently trade at an inexpensive 6.8 times sales -- the cheapest valuation in the last five years. That makes this growth stock a screaming buy.2. PayPal: The leading digital wallet in North America and EuropePayPal is the most accepted digital wallet in North America and Europe, and it was the most downloaded mobile finance app worldwide in the first half of 2022, according to Apptopia. That success stems from its trusted brand, its reliable platform, and its ability to engage both buyers and sellers with its two-sided payments network.In other words, unlike traditional payment processors, PayPal often has data from both sides of a transaction. That gives the company an edge in identifying fraud. PayPal can also use that data to drive sales for merchants by surfacing relevant shopping deals for consumers who use its digital wallet. The company plans to lean into that competitive advantage in the second half of the year by redesigning its digital wallet's shopping hub.PayPal's financial performance has been somewhat muted of late, due in part to eBay's migration away from the platform. But management says the eBay impact will be minimal in the second half of year, and cost-cutting measures should drive operating margin expansion in 2023. That said, PayPal still turned in decent results over the past year. Revenue climbed 11% to $26.4 billion and free cash flow rose 8% to $5.2 billion.Investors have good reason to believe PayPal can reaccelerate growth. The company puts its addressable market at $110 trillion, and secular trends like online shopping and digital wallet adoption should be powerful catalysts. In fact, digital wallets are expected to take share from cash and payment cards in North America and Europe in the coming years, in both physical and digital settings, according to data from Worldpay.Currently, shares trade at 3.8 times sales -- an absolute bargain compared to the three-year average of 8.7 times sales -- that's why patient investors should pile into this growth stock in October.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912013395,"gmtCreate":1664700844717,"gmtModify":1676537496206,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9912013395","repostId":"1178408038","repostType":4,"repost":{"id":"1178408038","kind":"news","pubTimestamp":1664676766,"share":"https://ttm.financial/m/news/1178408038?lang=&edition=fundamental","pubTime":"2022-10-02 10:12","market":"us","language":"en","title":"7 Stocks to Sell in October","url":"https://stock-news.laohu8.com/highlight/detail?id=1178408038","media":"InvestorPlace","summary":"Let's start the coming new year fresh by identifying some top stocks to sell.Nike(NKE): Nike’s brand power did not save it during the most recent quarter.Abercrombie & Fitch(ANF): Weak consumer sentim","content":"<html><head></head><body><ul><li>Let&#39;s start the coming new year fresh by identifying some top stocks to sell.</li><li><b>Nike</b>(<b>NKE</b>): Nike’s brand power did not save it during the most recent quarter.</li><li><b>Abercrombie &amp; Fitch</b>(<b>ANF</b>): Weak consumer sentiment hurts the retailer.</li><li><b>Lyft</b>(<b>LYFT</b>): A rival threatens to make Lyft irrelevant.</li><li><b>Tanger Factory Outlet</b>(<b>SKT</b>): A new retail paradigm threatens the stock.</li><li><b>Redfin</b>(<b>RDFN</b>): Housing sector woes cloud Redfin.</li><li><b>KB Home</b>(<b>KBH</b>): Rising days inventory presents problems for KB Home.</li><li><b>Opendoor</b>(<b>OPEN</b>): Opendoor is on the wrong side of the housing cycle.</li></ul><p>Stocks to sell is a necessary discussion. Although it may feel good to remain loyal to an organization in the hopes of a substantial turnaround, it’s time to let go of some of the weaker entities.</p><p>Fundamentally, the Federal Reserve plays an incredibly significant role in the red ink. With the central bank raising the key benchmark interest rate, borrowing costs increased, thereby hurting risk-on sentiments. For instance, heading into the final day of trading in September, the<b>S&amp;P 500</b>slipped 24% on a year-to-date basis. Therefore, it’s prudent to consider certain stocks to sell.</p><p>In addition, <i>InvestorPlace’s</i> Louis Navellier probably said it best regarding troubled corporate entities. Essentially, their problems become your problems if you acquire their securities. The point about stocks to sell isn’t about “hating” on certain companies. Rather, you want to keep your portfolio drama free heading into a contentious October.</p><p><b>Nike (NKE)</b></p><p>Prior to the fiscal first-quarter earnings report for <b>Nike</b>(NYSE: <b>NKE</b>), I mentioned that Wall Street was waiting anxiously for the results. While the general consensus appeared pessimistic due to a range of macroeconomic headwinds impacting NKE, some analysts broadcasted optimism. Because Nike commanded a global branding powerhouse, some data points suggested that it could pull off a positive surprise.</p><p>Unfortunately, those folks were wrong. According to the<i>Wall Street Journal</i>, Nike reported that “inventories rose 44% to $9.7 billion in the latest quarter.” In addition, “higher discounts and freight costs squeezed profit margins.” Further, Nike executives mentioned that they had to mark down more goods heading into the holidays.</p><p>In the open market following the Sept. 29 disclosure, NKE finished the day down 3.4%. However, in the afterhours session, it slipped nearly 9%. Frankly, it might be time to call the athletic apparel giant one of the top stocks to sell.</p><p>If any company could have beat the discretionary consumer sector blues, it was Nike. It failed. It’s time to face reality.</p><p><b>Abercrombie &amp; Fitch (ANF)</b></p><p>One of the most popular apparel companies in the 1990s and 2000s, <b>Abercrombie &amp; Fitch</b>(NYSE:<b>ANF</b>) long tied in to youth culture. Before digitalization took over everything, the cool kids wore Abercrombie &amp; Fitch. Today, the younger folks, including those in Generation Z, don’t really care about name brands. As this demographic grew older, young adult consumer behaviors shifted.</p><p>Unfortunately, it shifted in the wrong direction for Abercrombie &amp; Fitch. Over the trailing five years, ANF only gained a bit under 7%. Since the start of this year, shares hemorrhaged 56% of market value. Circumstances will likely worsen for ANF moving forward.</p><p>In late August, the company stated “it lost $16.83 million, or 33 cents a share, in its second quarter, compared to a net income of $108.5 million, or $1.69 a share, in the year-ago quarter,” according to <i>MarketWatch</i>.</p><p>Now that almighty Nike struggled to resonate with hard-hit consumers, it’s probably time to consider ANF as one of the stocks to sell, as well.</p><p><b>Lyft (LYFT)</b></p><p>Although companies like <b>Lyft</b>(NASDAQ:<b>LYFT</b>) helped spark the ride-sharing revolution, the underlying industry is presenting us with worrying vulnerabilities. Honestly, the phenomenon must be driving urban survivalists crazy. After all, using an app as a trust mechanism for someone you don’t know presents incredible security issues. Sadly, we’re finding this out now with Lyft.</p><p>According to <i>NPR</i>, Lyft faces “17 new lawsuits brought by users of its service from around the country, who claim the company failed to protect passengers and drivers from physical and [prurient] assault.” You can read the details yourself but the main point is that ride sharing presents risks. The lawsuits represent a significant reason to consider LYFT as one of the stocks to sell.</p><p>The other stems from rival <b>Uber</b>(NYSE:<b>UBER</b>). While Uber features a far more aggressive financial profile than Lyft – retained earnings loss for Uber is$32 billion versus $8.9 billion for Lyft – the former’s expansionary efforts could effectively monopolize the ride-sharing business. Therefore, LYFT risks relevance loss, making it one of the candidates for stocks to sell.</p><p><b>Tanger Factory Outlet (SKT)</b></p><p>A shopping center-focused real estate investment trust (or REIT), <b>Tanger Factory Outlet</b>(NYSE:<b>SKT</b>) represents an idea for stocks to sell that I’m borrowing from<i>InvestorPlace</i>contributor Ian Bezek. As Bezek mentioned, Tanger’s business model featured extraordinary relevance about two decades ago.</p><p>Operators in the shopping center category “would build a major shopping destination in a tourist area or along a major highway in between two big cities. People would go to the outlet center and get bargains that weren’t available at shopping malls or in downtown shopping areas. The thinking was that outlets gave retailers an alternative venue to clear out certain kinds of products, while giving shoppers a fun and novel bargain-hunting experience,” mentioned Bezek.</p><p>Unfortunately, Bezek stated that Tanger’s “financial results were poor prior to the pandemic.” With the crisis, circumstances worsened. Thus, the analyst rated the long-term prognosis as “grim.”</p><p>For me, the retained earnings line item presents significant concerns. In 2019, this metric saw a loss of $317 million. In the trailing-12-month basis, it’s down $483 million. Thus, SKT could be one of the stocks to sell.</p><p><b>Redfin (RDFN)</b></p><p>Throughout this year, the real estate market and its broader price trajectory sparked much debate. With theFed committed to raising the benchmark interest rate, prices fundamentally seem on their way down. It’s just simple math: put barriers to affordability to prospective buyers and demand diminishes. Therefore, I believe it makes perfect sense to consider <b>Redfin</b>(NASDAQ:<b>RDFN</b>) as one of the stocks to sell.</p><p>Before discussing this and other stocks to sell in the housing sector, I must disclose my bias. Every time I saw real estate experts talk about housing prices moving even higher, I kept yelling a certain word. It begins with “B” and ends with “T.” In fact, I laid out my case earlier this year for a possible recession on the horizon.</p><p>As mentioned earlier, the fundamental problem with real estate brokerage services such as Redfin is the math. As affordability metrics become further constrained for more people, the price of assets must decline to reflect reality. The problem for RDFN is that it may still be financially problematic, making it one of the stocks to sell.</p><p><b>KB Home (KBH)</b></p><p>Among several market ideas to acquire during the heyday of 2021, homebuilding firm <b>KB Home</b>(NYSE:<b>KBH</b>) now arguably represents one of the top stocks to sell. Prior to the heightened interest rate environment, many folks talked about a housing unit shortage. Therefore, the easy solution appeared to be that homebuilders should simply build more homes.</p><p>However, I argued that the idea of a housing shortage represented a myth. Long story short, just because the U.S. has more people does not mean it has more qualified homebuyers. For instance, married couples represent a major catalyst for homebuying incentivization. However, the ratio of married couples to housing units has been stable (and adequate) for several years.</p><p>Recently, KB Home disclosed its fiscal third-quarter earnings report. It beat on earnings expectations but missed against revenue. Still, I believe the more important stat is days inventory. This figure stood at nearly 382 in fiscal Q3, up 7.5% year-over-year.</p><p>KBH is one of the stocks to sell.</p><p><b>Opendoor (OPEN)</b></p><p>At first glance, the iBuyer model for <b>Opendoor</b>(NASDAQ:<b>OPEN</b>) seemed incredibly attractive. Essentially, the company makes instant cash offers on homes through an online process. By doing so, the process of selling real estate is much quicker and more convenient. The implication undergirding OPEN stock was that the model could eventually do away with the cumbersome nature of home-related transactions.</p><p>But then, nobody seemed to ask the obvious question: why would anyone want real estate transactions to be quicker and more convenient? You’re not upgrading your smartphone. Rather, you’re buying a home, which is typically the most expensive purchase for the average person. Therefore, you want to make sure that every relevant party to the transaction does their job appropriately. If it takes some time, so what? You don’t want to make a mistake here.</p><p>Turns out, another reason to consider OPEN as one of the stocks to sell is the lack of viability. Recently, a report revealed that Opendoorlost money on 42% of transactions in August. That’s startling because the company obviously doesn’t offer top dollar for what is essentially a home-flipping service. So, buyer beware.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks to Sell in October</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Stocks to Sell in October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/7-stocks-to-sell-in-october/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Let's start the coming new year fresh by identifying some top stocks to sell.Nike(NKE): Nike’s brand power did not save it during the most recent quarter.Abercrombie & Fitch(ANF): Weak consumer ...</p>\n\n<a href=\"https://investorplace.com/2022/09/7-stocks-to-sell-in-october/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKT":"Tanger Factory Outlet Centers In","ANF":"爱芬奇","KBH":"KB Home","LYFT":"Lyft, Inc.","OPEN":"Opendoor Technologies Inc","RDFN":"Redfin Corp","NKE":"耐克"},"source_url":"https://investorplace.com/2022/09/7-stocks-to-sell-in-october/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178408038","content_text":"Let's start the coming new year fresh by identifying some top stocks to sell.Nike(NKE): Nike’s brand power did not save it during the most recent quarter.Abercrombie & Fitch(ANF): Weak consumer sentiment hurts the retailer.Lyft(LYFT): A rival threatens to make Lyft irrelevant.Tanger Factory Outlet(SKT): A new retail paradigm threatens the stock.Redfin(RDFN): Housing sector woes cloud Redfin.KB Home(KBH): Rising days inventory presents problems for KB Home.Opendoor(OPEN): Opendoor is on the wrong side of the housing cycle.Stocks to sell is a necessary discussion. Although it may feel good to remain loyal to an organization in the hopes of a substantial turnaround, it’s time to let go of some of the weaker entities.Fundamentally, the Federal Reserve plays an incredibly significant role in the red ink. With the central bank raising the key benchmark interest rate, borrowing costs increased, thereby hurting risk-on sentiments. For instance, heading into the final day of trading in September, theS&P 500slipped 24% on a year-to-date basis. Therefore, it’s prudent to consider certain stocks to sell.In addition, InvestorPlace’s Louis Navellier probably said it best regarding troubled corporate entities. Essentially, their problems become your problems if you acquire their securities. The point about stocks to sell isn’t about “hating” on certain companies. Rather, you want to keep your portfolio drama free heading into a contentious October.Nike (NKE)Prior to the fiscal first-quarter earnings report for Nike(NYSE: NKE), I mentioned that Wall Street was waiting anxiously for the results. While the general consensus appeared pessimistic due to a range of macroeconomic headwinds impacting NKE, some analysts broadcasted optimism. Because Nike commanded a global branding powerhouse, some data points suggested that it could pull off a positive surprise.Unfortunately, those folks were wrong. According to theWall Street Journal, Nike reported that “inventories rose 44% to $9.7 billion in the latest quarter.” In addition, “higher discounts and freight costs squeezed profit margins.” Further, Nike executives mentioned that they had to mark down more goods heading into the holidays.In the open market following the Sept. 29 disclosure, NKE finished the day down 3.4%. However, in the afterhours session, it slipped nearly 9%. Frankly, it might be time to call the athletic apparel giant one of the top stocks to sell.If any company could have beat the discretionary consumer sector blues, it was Nike. It failed. It’s time to face reality.Abercrombie & Fitch (ANF)One of the most popular apparel companies in the 1990s and 2000s, Abercrombie & Fitch(NYSE:ANF) long tied in to youth culture. Before digitalization took over everything, the cool kids wore Abercrombie & Fitch. Today, the younger folks, including those in Generation Z, don’t really care about name brands. As this demographic grew older, young adult consumer behaviors shifted.Unfortunately, it shifted in the wrong direction for Abercrombie & Fitch. Over the trailing five years, ANF only gained a bit under 7%. Since the start of this year, shares hemorrhaged 56% of market value. Circumstances will likely worsen for ANF moving forward.In late August, the company stated “it lost $16.83 million, or 33 cents a share, in its second quarter, compared to a net income of $108.5 million, or $1.69 a share, in the year-ago quarter,” according to MarketWatch.Now that almighty Nike struggled to resonate with hard-hit consumers, it’s probably time to consider ANF as one of the stocks to sell, as well.Lyft (LYFT)Although companies like Lyft(NASDAQ:LYFT) helped spark the ride-sharing revolution, the underlying industry is presenting us with worrying vulnerabilities. Honestly, the phenomenon must be driving urban survivalists crazy. After all, using an app as a trust mechanism for someone you don’t know presents incredible security issues. Sadly, we’re finding this out now with Lyft.According to NPR, Lyft faces “17 new lawsuits brought by users of its service from around the country, who claim the company failed to protect passengers and drivers from physical and [prurient] assault.” You can read the details yourself but the main point is that ride sharing presents risks. The lawsuits represent a significant reason to consider LYFT as one of the stocks to sell.The other stems from rival Uber(NYSE:UBER). While Uber features a far more aggressive financial profile than Lyft – retained earnings loss for Uber is$32 billion versus $8.9 billion for Lyft – the former’s expansionary efforts could effectively monopolize the ride-sharing business. Therefore, LYFT risks relevance loss, making it one of the candidates for stocks to sell.Tanger Factory Outlet (SKT)A shopping center-focused real estate investment trust (or REIT), Tanger Factory Outlet(NYSE:SKT) represents an idea for stocks to sell that I’m borrowing fromInvestorPlacecontributor Ian Bezek. As Bezek mentioned, Tanger’s business model featured extraordinary relevance about two decades ago.Operators in the shopping center category “would build a major shopping destination in a tourist area or along a major highway in between two big cities. People would go to the outlet center and get bargains that weren’t available at shopping malls or in downtown shopping areas. The thinking was that outlets gave retailers an alternative venue to clear out certain kinds of products, while giving shoppers a fun and novel bargain-hunting experience,” mentioned Bezek.Unfortunately, Bezek stated that Tanger’s “financial results were poor prior to the pandemic.” With the crisis, circumstances worsened. Thus, the analyst rated the long-term prognosis as “grim.”For me, the retained earnings line item presents significant concerns. In 2019, this metric saw a loss of $317 million. In the trailing-12-month basis, it’s down $483 million. Thus, SKT could be one of the stocks to sell.Redfin (RDFN)Throughout this year, the real estate market and its broader price trajectory sparked much debate. With theFed committed to raising the benchmark interest rate, prices fundamentally seem on their way down. It’s just simple math: put barriers to affordability to prospective buyers and demand diminishes. Therefore, I believe it makes perfect sense to consider Redfin(NASDAQ:RDFN) as one of the stocks to sell.Before discussing this and other stocks to sell in the housing sector, I must disclose my bias. Every time I saw real estate experts talk about housing prices moving even higher, I kept yelling a certain word. It begins with “B” and ends with “T.” In fact, I laid out my case earlier this year for a possible recession on the horizon.As mentioned earlier, the fundamental problem with real estate brokerage services such as Redfin is the math. As affordability metrics become further constrained for more people, the price of assets must decline to reflect reality. The problem for RDFN is that it may still be financially problematic, making it one of the stocks to sell.KB Home (KBH)Among several market ideas to acquire during the heyday of 2021, homebuilding firm KB Home(NYSE:KBH) now arguably represents one of the top stocks to sell. Prior to the heightened interest rate environment, many folks talked about a housing unit shortage. Therefore, the easy solution appeared to be that homebuilders should simply build more homes.However, I argued that the idea of a housing shortage represented a myth. Long story short, just because the U.S. has more people does not mean it has more qualified homebuyers. For instance, married couples represent a major catalyst for homebuying incentivization. However, the ratio of married couples to housing units has been stable (and adequate) for several years.Recently, KB Home disclosed its fiscal third-quarter earnings report. It beat on earnings expectations but missed against revenue. Still, I believe the more important stat is days inventory. This figure stood at nearly 382 in fiscal Q3, up 7.5% year-over-year.KBH is one of the stocks to sell.Opendoor (OPEN)At first glance, the iBuyer model for Opendoor(NASDAQ:OPEN) seemed incredibly attractive. Essentially, the company makes instant cash offers on homes through an online process. By doing so, the process of selling real estate is much quicker and more convenient. The implication undergirding OPEN stock was that the model could eventually do away with the cumbersome nature of home-related transactions.But then, nobody seemed to ask the obvious question: why would anyone want real estate transactions to be quicker and more convenient? You’re not upgrading your smartphone. Rather, you’re buying a home, which is typically the most expensive purchase for the average person. Therefore, you want to make sure that every relevant party to the transaction does their job appropriately. If it takes some time, so what? You don’t want to make a mistake here.Turns out, another reason to consider OPEN as one of the stocks to sell is the lack of viability. Recently, a report revealed that Opendoorlost money on 42% of transactions in August. That’s startling because the company obviously doesn’t offer top dollar for what is essentially a home-flipping service. So, buyer beware.","news_type":1},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916227685,"gmtCreate":1664605354447,"gmtModify":1676537484500,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916227685","repostId":"1133444550","repostType":4,"repost":{"id":"1133444550","kind":"news","pubTimestamp":1664595772,"share":"https://ttm.financial/m/news/1133444550?lang=&edition=fundamental","pubTime":"2022-10-01 11:42","market":"us","language":"en","title":"4 Blue-Chip Stocks to Sell in October","url":"https://stock-news.laohu8.com/highlight/detail?id=1133444550","media":"InvestorPlace","summary":"These blue-chip stocks to sell face macroeconomic and/or company-specific headwinds.PepsiCo(PEP): Valuations look stretched, especially with growth likely to slow.Costco Wholesale(COST): A correction ","content":"<html><head></head><body><ul><li>These blue-chip stocks to sell face macroeconomic and/or company-specific headwinds.</li><li><b>PepsiCo</b>(<b><u>PEP</u></b>): Valuations look stretched, especially with growth likely to slow.</li><li><b>Costco Wholesale</b>(<b><u>COST</u></b>): A correction would provide a much better entry point.</li><li><b>Freeport-McMoRan</b>(<b><u>FCX</u></b>): Now doesn&#39;t look like the ideal time to bet on copper.</li><li><b>Occidental Petroleum</b>(<b><u>OXY</u></b>): You may not be as comfortable as Warren Buffett riding out a correction.</li></ul><p>In general, when markets trend lower, it makes sense to invest in blue-chip stocks. They tend to have a low beta and also provide regular cash flows through dividends. Yet, not all blue chips are created equal. Based on macroeconomic or company-specific factors, there are some you want to buy and some blue-chip stocks to sell.</p><p>For example, blue-chip retailer <b>Target</b> (NYSE:<b><u>TGT</u></b>) sits 45% below its 52-week high, weighed down by inflationary pressures and margin compression. And pharmaceutical giant <b>Pfizer</b>(NYSE:<b><u>PFE</u></b>) is 30% below its high on concerns of a slowdown in growth predominately due to lower Covid-19 vaccine sales.</p><p>So, investors need to carry out due diligence even with blue chips. Today’s list of blue-chip stocks to sell in October contains popular names that are likely to correct or correct even further.</p><p><b>PepsiCo (PEP)</b></p><p><b>PepsiCo</b>(NASDAQ:<b><u>PEP</u></b>) stock is up 11% over the past year, bucking the broader bear market, and it throws off a healthy 2.7% dividend yield. However, shares look expensive with a forward price-earnings ratio of 22.8.</p><p>PepsiCo is likely to see decelerating growth or margin pressure in the coming quarters. The company is reportedly considering cost-cutting measures, including layoffs and buyouts for some employees over 55. Shares have fallen around 3% since the story broke. A confirmation from the company could trigger panic selling.</p><p>It’s also worth noting that Pepsi has finally stopped production in Russia. The country happens to be the company’s second-largest international market after Mexico. The implication of the production halt on growth remains to be seen.</p><p>Amid these uncertainties, PEP stock’s valuation looks stretched and shares are likely to correct in the near term. Having said that, a 15% to 20% correction from current levels to the $130s would be a good time to consider some bullish exposure.</p><p><b>Costco Wholesale (COST)</b></p><p>In the long term, <b>Costco Wholesale</b>(NASDAQ:<b><u>COST</u></b>) is possibly the best bet among retail stocks. The company has built a strong omnichannel sales presence. Rising member fees are likely to support cash flow, and comparable-store sales have been rising. However, I remain cautious in the near term.</p><p>COST stock has been resilient in the face of the bear market, up 6% over the past year. Yet, with a forward price-earnings ratio of 33.9, shares look relatively expensive amid mounting economic uncertainties including the possibility of a recession in the U.S. in 2023. The impact of aggressive interest rate hikes on consumer spending remains to be seen. I also expect Costco to face margin pressure in a slowdown or recession scenario.</p><p>Those who wish to go long COST stock are likely to get a much better entry point after shares correct.</p><p><b>Freeport-McMoRan (FCX)</b></p><p>Doctor copper has continued to weaken due to two factors. First and foremost, the U.S. dollar has been gaining strength. Second, global economic uncertainty is likely to translate into lower copper demand. In this scenario, I would avoid miner <b>Freeport-McMoRan</b>(NYSE:<b><u>FCX</u></b>).</p><p>FCX stock is 15.6% lower over the past year, slightly better than the <b>S&amp;P 500’s</b>17.7% decline. However, in the event of a global recession, FCX stock is likely to correct further. While its forward price-earnings ratio of 13.1 is well below the broader market index’s forward P/E of 17.9, keep in mind that, in general, cyclical stocks tend to have a lower price-earnings ratio.</p><p>In terms of business fundamentals, Freeport-McMoRan has utilized the copper bull market to strengthen its balance sheet. At the end of the second quarter, the company had just$1.6 billion in net debt. While management expects copper sales to increase in 2023, this may be offset by lower prices.</p><p>In short, this doesn’t look like the ideal time to jump into a copper play. Those who wait for a further correction will likely be rewarded for their patience.</p><p><b>Occidental Petroleum (OXY)</b></p><p><b>Occidental Petroleum</b>(NYSE:<b><u>OXY</u></b>) is on my list of blue-chip stocks to sell because it has gotten much too far ahead of itself, with shares nearly doubling in the past year. Much of this investor enthusiasm has been due to the fact that Warren Buffett continues tobuy up shares despite falling oil prices. Lower oil prices will translate into EBITDA margin compression on a relative basis in the coming quarters.</p><p>Now, I don’t expect a big plunge in oil prices in the coming quarters even if we enter a recession. However, based on how far OXY stock has run over the past 12 months, there appears to be much more downside risk than upside potential at the current level, especially if oil prices continue to trend lower.</p><p>I’m not the only one who thinks this. Analysts from <b>Citigroup</b> and <b>JPMorgan</b> both have“neutral” ratings on the stock due to what they see ascapped upside over the next few months.</p><p>That said, I like the fact that Occidental is focused on deleveraging. In the next few years, the company is likely to have an investment-grade balance sheet. This will provide greater headroom for dividend growth and share repurchases.</p><p>Yet, while Buffett may have pockets deep enough to ride out a big correction in the stock, individual investors may not feel the same way.</p><p></p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Blue-Chip Stocks to Sell in October</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\">\n4 Blue-Chip Stocks to Sell in October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-01 11:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/4-blue-chip-stocks-to-sell-in-october/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These blue-chip stocks to sell face macroeconomic and/or company-specific headwinds.PepsiCo(PEP): Valuations look stretched, especially with growth likely to slow.Costco Wholesale(COST): A correction ...</p>\n\n<a href=\"https://investorplace.com/2022/09/4-blue-chip-stocks-to-sell-in-october/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","COST":"好市多","PEP":"百事可乐","FCX":"麦克莫兰铜金"},"source_url":"https://investorplace.com/2022/09/4-blue-chip-stocks-to-sell-in-october/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133444550","content_text":"These blue-chip stocks to sell face macroeconomic and/or company-specific headwinds.PepsiCo(PEP): Valuations look stretched, especially with growth likely to slow.Costco Wholesale(COST): A correction would provide a much better entry point.Freeport-McMoRan(FCX): Now doesn't look like the ideal time to bet on copper.Occidental Petroleum(OXY): You may not be as comfortable as Warren Buffett riding out a correction.In general, when markets trend lower, it makes sense to invest in blue-chip stocks. They tend to have a low beta and also provide regular cash flows through dividends. Yet, not all blue chips are created equal. Based on macroeconomic or company-specific factors, there are some you want to buy and some blue-chip stocks to sell.For example, blue-chip retailer Target (NYSE:TGT) sits 45% below its 52-week high, weighed down by inflationary pressures and margin compression. And pharmaceutical giant Pfizer(NYSE:PFE) is 30% below its high on concerns of a slowdown in growth predominately due to lower Covid-19 vaccine sales.So, investors need to carry out due diligence even with blue chips. Today’s list of blue-chip stocks to sell in October contains popular names that are likely to correct or correct even further.PepsiCo (PEP)PepsiCo(NASDAQ:PEP) stock is up 11% over the past year, bucking the broader bear market, and it throws off a healthy 2.7% dividend yield. However, shares look expensive with a forward price-earnings ratio of 22.8.PepsiCo is likely to see decelerating growth or margin pressure in the coming quarters. The company is reportedly considering cost-cutting measures, including layoffs and buyouts for some employees over 55. Shares have fallen around 3% since the story broke. A confirmation from the company could trigger panic selling.It’s also worth noting that Pepsi has finally stopped production in Russia. The country happens to be the company’s second-largest international market after Mexico. The implication of the production halt on growth remains to be seen.Amid these uncertainties, PEP stock’s valuation looks stretched and shares are likely to correct in the near term. Having said that, a 15% to 20% correction from current levels to the $130s would be a good time to consider some bullish exposure.Costco Wholesale (COST)In the long term, Costco Wholesale(NASDAQ:COST) is possibly the best bet among retail stocks. The company has built a strong omnichannel sales presence. Rising member fees are likely to support cash flow, and comparable-store sales have been rising. However, I remain cautious in the near term.COST stock has been resilient in the face of the bear market, up 6% over the past year. Yet, with a forward price-earnings ratio of 33.9, shares look relatively expensive amid mounting economic uncertainties including the possibility of a recession in the U.S. in 2023. The impact of aggressive interest rate hikes on consumer spending remains to be seen. I also expect Costco to face margin pressure in a slowdown or recession scenario.Those who wish to go long COST stock are likely to get a much better entry point after shares correct.Freeport-McMoRan (FCX)Doctor copper has continued to weaken due to two factors. First and foremost, the U.S. dollar has been gaining strength. Second, global economic uncertainty is likely to translate into lower copper demand. In this scenario, I would avoid miner Freeport-McMoRan(NYSE:FCX).FCX stock is 15.6% lower over the past year, slightly better than the S&P 500’s17.7% decline. However, in the event of a global recession, FCX stock is likely to correct further. While its forward price-earnings ratio of 13.1 is well below the broader market index’s forward P/E of 17.9, keep in mind that, in general, cyclical stocks tend to have a lower price-earnings ratio.In terms of business fundamentals, Freeport-McMoRan has utilized the copper bull market to strengthen its balance sheet. At the end of the second quarter, the company had just$1.6 billion in net debt. While management expects copper sales to increase in 2023, this may be offset by lower prices.In short, this doesn’t look like the ideal time to jump into a copper play. Those who wait for a further correction will likely be rewarded for their patience.Occidental Petroleum (OXY)Occidental Petroleum(NYSE:OXY) is on my list of blue-chip stocks to sell because it has gotten much too far ahead of itself, with shares nearly doubling in the past year. Much of this investor enthusiasm has been due to the fact that Warren Buffett continues tobuy up shares despite falling oil prices. Lower oil prices will translate into EBITDA margin compression on a relative basis in the coming quarters.Now, I don’t expect a big plunge in oil prices in the coming quarters even if we enter a recession. However, based on how far OXY stock has run over the past 12 months, there appears to be much more downside risk than upside potential at the current level, especially if oil prices continue to trend lower.I’m not the only one who thinks this. Analysts from Citigroup and JPMorgan both have“neutral” ratings on the stock due to what they see ascapped upside over the next few months.That said, I like the fact that Occidental is focused on deleveraging. In the next few years, the company is likely to have an investment-grade balance sheet. This will provide greater headroom for dividend growth and share repurchases.Yet, while Buffett may have pockets deep enough to ride out a big correction in the stock, individual investors may not feel the same way.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918091288,"gmtCreate":1664279332744,"gmtModify":1676537424203,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918091288","repostId":"1117624719","repostType":4,"repost":{"id":"1117624719","kind":"news","pubTimestamp":1664269224,"share":"https://ttm.financial/m/news/1117624719?lang=&edition=fundamental","pubTime":"2022-09-27 17:00","market":"us","language":"en","title":"Grab, Palantir, AMC, Coinbase, BlackBerry And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1117624719","media":"Benzinga","summary":"With US stock futures trading higher this morning on Tuesday, some of the stocks that may grab inves","content":"<html><head></head><body><p>With US stock futures trading higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li><b>Grab</b> is targeting for its digital bank operations to turn profitable in 2026, chief operating officer Alex Hungate said in an investor presentation on Tuesday (Sep 27). Stocks jumped over 2% in premarket trading.</li><li><b>AMC</b> could raise up to about $1.4 billion from the sale of more APEs. AMC said it plans to use the proceeds &#34;to repay, refinance, redeem or repurchase&#34; existing debt, and also possibly for general corporate purposes. Stocks rebounded over 4% in premarket trading after crashing 14.52% yesterday.</li><li><b>Coinbase</b> is being sued by Veritaseum Capital for allegedly infringing on the company&#39;s software patents. Veritaseum is seeking $350 million from Coinbase as a result of &#34;sustained damages&#34; to the company. However, Bitcoin surpassed the $20,000 level, and helped its stocks to rise nearly 5% in premarket trading. </li><li><b>Palantir</b> said the U.S. Department of Homeland Security has renewed its contract with the company to support Homeland Security Investigations with Investigative Case Management software. Stocks rose over 2% in premarket trading.</li></ul><ul><li>Wall Street expects <b>TD SYNNEX Corporation</b> to report quarterly earnings at $2.74 per share on revenue of $15.06 billion before the opening bell. SYNNEX shares fell 1.7% to close at $84.20 on Monday.</li><li><b>Nautilus, Inc.</b> reported a review of strategic alternatives, which may include a potential sale. Nautilus shares gained 6% to $1.77 in the pre-market trading session.</li><li>Analysts are expecting <b>Jabil Inc.</b> to have earned $2.14 per share on revenue of $8.39 billion for the latest quarter. The company will release earnings before the markets open.</li></ul><ul><li><b>Exicure, Inc.</b> announced plans to cut its workforce by around 66% and also reported a $5.4 million private placement transaction with CBI, USA. The company also said it will seek the asset divestiture of its SCN9A program. Exicure shares dropped 4.1% to $1.63 in the pre-market trading session.</li><li>Analysts expect <b>BlackBerry Limited</b> to post a quarterly loss at $0.07 per share on revenue of $177.25 million after the closing bell. BlackBerry shares rose 1.2% to $5.03 in pre-market trading.</li></ul><p></p></body></html>","source":"lsy1606299360108","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>Grab, Palantir, AMC, Coinbase, BlackBerry And More: U.S. Stocks To Watch</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\">\nGrab, Palantir, AMC, Coinbase, BlackBerry And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 17:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/09/29025151/jabil-td-synnex-and-3-stocks-to-watch-heading-into-tuesday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US stock futures trading higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Grab is targeting for its digital bank operations to turn profitable ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/09/29025151/jabil-td-synnex-and-3-stocks-to-watch-heading-into-tuesday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓","SNX":"新聚思","GRAB":"Grab Holdings","AMC":"AMC院线","XCUR":"Exicure, Inc.","JBL":"捷普科技"},"source_url":"https://www.benzinga.com/news/earnings/22/09/29025151/jabil-td-synnex-and-3-stocks-to-watch-heading-into-tuesday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117624719","content_text":"With US stock futures trading higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Grab is targeting for its digital bank operations to turn profitable in 2026, chief operating officer Alex Hungate said in an investor presentation on Tuesday (Sep 27). Stocks jumped over 2% in premarket trading.AMC could raise up to about $1.4 billion from the sale of more APEs. AMC said it plans to use the proceeds \"to repay, refinance, redeem or repurchase\" existing debt, and also possibly for general corporate purposes. Stocks rebounded over 4% in premarket trading after crashing 14.52% yesterday.Coinbase is being sued by Veritaseum Capital for allegedly infringing on the company's software patents. Veritaseum is seeking $350 million from Coinbase as a result of \"sustained damages\" to the company. However, Bitcoin surpassed the $20,000 level, and helped its stocks to rise nearly 5% in premarket trading. Palantir said the U.S. Department of Homeland Security has renewed its contract with the company to support Homeland Security Investigations with Investigative Case Management software. Stocks rose over 2% in premarket trading.Wall Street expects TD SYNNEX Corporation to report quarterly earnings at $2.74 per share on revenue of $15.06 billion before the opening bell. SYNNEX shares fell 1.7% to close at $84.20 on Monday.Nautilus, Inc. reported a review of strategic alternatives, which may include a potential sale. Nautilus shares gained 6% to $1.77 in the pre-market trading session.Analysts are expecting Jabil Inc. to have earned $2.14 per share on revenue of $8.39 billion for the latest quarter. The company will release earnings before the markets open.Exicure, Inc. announced plans to cut its workforce by around 66% and also reported a $5.4 million private placement transaction with CBI, USA. The company also said it will seek the asset divestiture of its SCN9A program. Exicure shares dropped 4.1% to $1.63 in the pre-market trading session.Analysts expect BlackBerry Limited to post a quarterly loss at $0.07 per share on revenue of $177.25 million after the closing bell. BlackBerry shares rose 1.2% to $5.03 in pre-market trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911638817,"gmtCreate":1664190068639,"gmtModify":1676537406396,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9911638817","repostId":"1154262778","repostType":4,"repost":{"id":"1154262778","kind":"news","pubTimestamp":1664205477,"share":"https://ttm.financial/m/news/1154262778?lang=&edition=fundamental","pubTime":"2022-09-26 23:17","market":"us","language":"en","title":"If Not The Bottom, Then What?","url":"https://stock-news.laohu8.com/highlight/detail?id=1154262778","media":"Seeking Alpha","summary":"SummaryLeading central bank interest rates, set by to fight inflation, are attempting to peak in the","content":"<html><head></head><body><h3>Summary</h3><ul><li>Leading central bank interest rates, set by to fight inflation, are attempting to peak in the near future.</li><li>With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-grades at 5.23%, the premium for government paper appears to be in place. However, it’s insufficient if demand curtailment works and drives up defaults.</li><li>Did Friday’s stock market decline signal a bottom? Possibly, but it did not completely fit historical patterns.</li></ul><h3>Caveat</h3><p>We admit we don’t know what the future holds for us. I am falling back on my instinct to view things as bets with their own uncertain odds.</p><h3>Investment Markets Decline on September 23rd</h3><p>Leading central bank interest rates, sertt by to fight inflation, are attempting to peak in the near future. (My guess is that they won’t be successful at current levels until they switch from attempting to reduce demand to increasing supply, which is more difficult.) With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-grades at 5.23%, the premium for government paper appears to be in place. However, it’s insufficient if demand curtailment works and drives up defaults.</p><p>The battle against industrial goods inflation may be close to won, with the year-over-year change in the JOC-ECRI industrial price at -9.69%, gasoline demand down almost -8%, and distillates down about -16%. (I think it is going to be more difficult to address inflation in services, which is mostly comprised of wages for talented people.) Furthermore, food prices are much more dependent on the global decline in land use and availability.</p><p>As usual, the high-quality fixed-income markets are more advanced than the equity markets.</p><p>Did Friday’s stock market decline signal a bottom? Possibly, but it did not completely fit historical patterns. While the Dow Jones Industrial Average established a new low for the year, the S&amp;P 500 was the third-lowest, and the Nasdaq the fifth-lowest. Considering the latter two indices had greater gains, the fall of the DJIA is less impressive. While there was an increase in transaction volume from a low base, it was not impressive. There are no signs of mass capitulation at public or institutional levels.</p><h3>Outlook</h3><p>There are four possible paths forward. In order of time, magnitude and pain, they are:</p><p>A bear market without a recession has happened a few times and is largely a price correction. We are closing in on that.</p><p>A cyclical recession is usually driven by commodity prices or other supply issues. This is satisfactorily addressed in a few years.</p><p>A structural recession due to systemic imbalances of power and leadership requires major changes, which drastically alter society. Depending on the level of violence, it can take many years.</p><p>Stagflation, where a portion of the society/economy sacrifices involuntarily to the other until there is a counter-revolutionary force. There is usually a period of mismanagement and legal turmoil. We have experienced two periods like this in the past beginning in the 1930s and 1970s.</p><p>Each alternative is possible. Prudent investors should make up their own minds as to what is probable for their beneficiaries and careers. (To be discussed later.)</p><p>Before choosing your expected future, there is a new threat and lesson which surfaced this week.</p><h3>London’s Future Lesson and Threat</h3><p>This week, the brand-new Prime Minister announced a very expensive plan of pump-priming and tax reduction for individuals. The reaction of the London investment market and currency was shock and fear. The former US Secretary of Treasury and former President of Harvard summed up the view of many on both sides of the Atlantic that these were “the worst possible policies”.</p><p>There are two lessons for the US from these policies which march down the same road as the current US administration.</p><p>The lesson for US and other investors is that the value of one’s currency shapes the willingness of foreigners to invest in the currency. The independent Bank of England, their central bank, raised interest rates by 100 basis points earlier in the week before this announcement. On Friday, there was a call for the BOE to immediately raise rates another 100 basis points.</p><p>This controversy is important for the US with its highly rated currency, which somewhat ironically had the second-biggest gain for the week, according to The Wall Street Journal. (The only currency that had a bigger gain was the Russian ruble, +4.54% vs.+2.57%.)</p><p>Investors, traders, and customers look at the currency behind the source of earnings in today’s currency markets. We are all familiar with the “Petrodollar”, which is based on the earnings derived from petroleum production and sale. To some degree, the tag of Petrodollar has also been placed on the currencies of Russia and Canada, among others, in addition to various Middle Eastern countries.</p><p>While it hasn’t been popularly done before, I believe we may now see a financial pound label placed on the British currency. A major part of its earnings come from its transaction markets and multinationals headquartered in the UK with export earnings, as well as contributions from my wife at her favorite shopping location.</p><p>We should watch what happens in the UK as an indication of a possible trend for the US.</p><h3>Investing Equity Reserves</h3><p>Last week’s blog suggested a tactical plan to reinvest reserves coming from equity investments, or from cash flows to be invested in equities.</p><p>Investors will be benefit from dollar-cost averaging, no matter which frequency is used. They will also benefit from the selection of one of the four alternative futures outlined above.</p><p>The most important long-term decision regarding the ultimate value of the account is to not get too comfortable with cash reserves while interest rates earn single-digit returns. This will be costly, as stock markets go up as rates come down, resulting in some principal loss. More important, time not invested in equities at low prices will be lost. For taxable investors, the difference in taxes on interest and gains can be meaningful, particularly in well-constructed estates.</p><p>In making choices where time horizon is appropriate for your investments, I expect the last two scenarios to be the most likely, based on today’s information. For example, Walmart (WMT) is not building inventory and staff for the holiday season. Their shoppers, for the most part, are modest-income, savvy buyers. If Walmart is not expecting a good holiday season for itself, one should question how quickly inflation will drop below 5%.</p><p>Typically, a well-known name disappears from the marketplace due to severe financial trouble. None has so far, but you might see a rescue merger or court action.</p><p>I have no inside information, but I am concerned that reported earnings and, more importantly, values are overstated for the current economy, making market valuations questionable. One such possible company is Credit Suisse (CS). The pundits are quoting it as selling for almost 20% of book value! I am sure this is not a singular situation.</p><p>Please share your views.</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>If Not The Bottom, Then What?</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\">\nIf Not The Bottom, Then What?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-26 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543053-if-not-bottom-then-what><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLeading central bank interest rates, set by to fight inflation, are attempting to peak in the near future.With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-...</p>\n\n<a href=\"https://seekingalpha.com/article/4543053-if-not-bottom-then-what\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4543053-if-not-bottom-then-what","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154262778","content_text":"SummaryLeading central bank interest rates, set by to fight inflation, are attempting to peak in the near future.With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-grades at 5.23%, the premium for government paper appears to be in place. However, it’s insufficient if demand curtailment works and drives up defaults.Did Friday’s stock market decline signal a bottom? Possibly, but it did not completely fit historical patterns.CaveatWe admit we don’t know what the future holds for us. I am falling back on my instinct to view things as bets with their own uncertain odds.Investment Markets Decline on September 23rdLeading central bank interest rates, sertt by to fight inflation, are attempting to peak in the near future. (My guess is that they won’t be successful at current levels until they switch from attempting to reduce demand to increasing supply, which is more difficult.) With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-grades at 5.23%, the premium for government paper appears to be in place. However, it’s insufficient if demand curtailment works and drives up defaults.The battle against industrial goods inflation may be close to won, with the year-over-year change in the JOC-ECRI industrial price at -9.69%, gasoline demand down almost -8%, and distillates down about -16%. (I think it is going to be more difficult to address inflation in services, which is mostly comprised of wages for talented people.) Furthermore, food prices are much more dependent on the global decline in land use and availability.As usual, the high-quality fixed-income markets are more advanced than the equity markets.Did Friday’s stock market decline signal a bottom? Possibly, but it did not completely fit historical patterns. While the Dow Jones Industrial Average established a new low for the year, the S&P 500 was the third-lowest, and the Nasdaq the fifth-lowest. Considering the latter two indices had greater gains, the fall of the DJIA is less impressive. While there was an increase in transaction volume from a low base, it was not impressive. There are no signs of mass capitulation at public or institutional levels.OutlookThere are four possible paths forward. In order of time, magnitude and pain, they are:A bear market without a recession has happened a few times and is largely a price correction. We are closing in on that.A cyclical recession is usually driven by commodity prices or other supply issues. This is satisfactorily addressed in a few years.A structural recession due to systemic imbalances of power and leadership requires major changes, which drastically alter society. Depending on the level of violence, it can take many years.Stagflation, where a portion of the society/economy sacrifices involuntarily to the other until there is a counter-revolutionary force. There is usually a period of mismanagement and legal turmoil. We have experienced two periods like this in the past beginning in the 1930s and 1970s.Each alternative is possible. Prudent investors should make up their own minds as to what is probable for their beneficiaries and careers. (To be discussed later.)Before choosing your expected future, there is a new threat and lesson which surfaced this week.London’s Future Lesson and ThreatThis week, the brand-new Prime Minister announced a very expensive plan of pump-priming and tax reduction for individuals. The reaction of the London investment market and currency was shock and fear. The former US Secretary of Treasury and former President of Harvard summed up the view of many on both sides of the Atlantic that these were “the worst possible policies”.There are two lessons for the US from these policies which march down the same road as the current US administration.The lesson for US and other investors is that the value of one’s currency shapes the willingness of foreigners to invest in the currency. The independent Bank of England, their central bank, raised interest rates by 100 basis points earlier in the week before this announcement. On Friday, there was a call for the BOE to immediately raise rates another 100 basis points.This controversy is important for the US with its highly rated currency, which somewhat ironically had the second-biggest gain for the week, according to The Wall Street Journal. (The only currency that had a bigger gain was the Russian ruble, +4.54% vs.+2.57%.)Investors, traders, and customers look at the currency behind the source of earnings in today’s currency markets. We are all familiar with the “Petrodollar”, which is based on the earnings derived from petroleum production and sale. To some degree, the tag of Petrodollar has also been placed on the currencies of Russia and Canada, among others, in addition to various Middle Eastern countries.While it hasn’t been popularly done before, I believe we may now see a financial pound label placed on the British currency. A major part of its earnings come from its transaction markets and multinationals headquartered in the UK with export earnings, as well as contributions from my wife at her favorite shopping location.We should watch what happens in the UK as an indication of a possible trend for the US.Investing Equity ReservesLast week’s blog suggested a tactical plan to reinvest reserves coming from equity investments, or from cash flows to be invested in equities.Investors will be benefit from dollar-cost averaging, no matter which frequency is used. They will also benefit from the selection of one of the four alternative futures outlined above.The most important long-term decision regarding the ultimate value of the account is to not get too comfortable with cash reserves while interest rates earn single-digit returns. This will be costly, as stock markets go up as rates come down, resulting in some principal loss. More important, time not invested in equities at low prices will be lost. For taxable investors, the difference in taxes on interest and gains can be meaningful, particularly in well-constructed estates.In making choices where time horizon is appropriate for your investments, I expect the last two scenarios to be the most likely, based on today’s information. For example, Walmart (WMT) is not building inventory and staff for the holiday season. Their shoppers, for the most part, are modest-income, savvy buyers. If Walmart is not expecting a good holiday season for itself, one should question how quickly inflation will drop below 5%.Typically, a well-known name disappears from the marketplace due to severe financial trouble. None has so far, but you might see a rescue merger or court action.I have no inside information, but I am concerned that reported earnings and, more importantly, values are overstated for the current economy, making market valuations questionable. One such possible company is Credit Suisse (CS). The pundits are quoting it as selling for almost 20% of book value! I am sure this is not a singular situation.Please share your views.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913588443,"gmtCreate":1664018159082,"gmtModify":1676537379930,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913588443","repostId":"2269657466","repostType":4,"repost":{"id":"2269657466","kind":"highlight","pubTimestamp":1663980236,"share":"https://ttm.financial/m/news/2269657466?lang=&edition=fundamental","pubTime":"2022-09-24 08:43","market":"us","language":"en","title":"Why I'm Not Worried About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269657466","media":"TheStreet","summary":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the li","content":"<html><head></head><body><p>A lot of scary words have been floating around with &#34;recession&#34; and &#34;inflation&#34; at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.</p><p>That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it&#39;s not just the Dow as the Nasdaq has steadily fallen as well.</p><p>We all know the story and understand the fears, but market fears about what might happen don&#39;t actually track with what&#39;s actually happening in the U.S. economy.</p><h2>The U.S. Economy Has Been Strong</h2><p>Obviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That&#39;s not quite a historical low, but it&#39;s in that range. In addition, there&#39;s exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.</p><p>Job openings, however, don&#39;t always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. <a href=\"https://laohu8.com/S/WMT\">Walmart</a>, <a href=\"https://laohu8.com/S/TGT\">Target</a>, <a href=\"https://laohu8.com/S/YUM\">Yum! Brands</a>, <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, and a number of other retailers have embraced a $15 minimum wage.</p><p>And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That&#39;s not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.</p><p>The economy is, of course, personal. If you can&#39;t find a job or afford to live where you want to, that&#39;s very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we&#39;re having relate to what might be called a pandemic hangover.</p><h2>Market Drops Are the Best Times to Invest</h2><p>Many of my favorite companies have dropped by 30% or more. I don&#39;t stop believing in <a href=\"https://laohu8.com/S/COST\">Costco</a>, <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a>, or <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.</p><p>Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered &#34;every other companies&#39; IP&#34; or Disney&#39;s, you can make  a case to take Disney.</p><p>Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.</p><p>In a bad market, I cling to the mantra &#34;time in the market beats timing the market.&#34; Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.</p><p>After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don&#39;t check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.</p><p>BY DANIEL KLINE</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I'm Not Worried About the Stock 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\">\nWhy I'm Not Worried About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","MSFT":"微软","BK4114":"综合货品商店","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4577":"网络游戏","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","DIS":"迪士尼","YUM":"百胜餐饮集团","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4136":"纸材料包装","BK4507":"流媒体概念","BK4561":"索罗斯持仓","BK4097":"系统软件","COST":"好市多","BK4581":"高盛持仓","BK4155":"大卖场与超市","BK4504":"桥水持仓","BK4209":"餐馆","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","SBUX":"星巴克","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","TGT":"塔吉特","WMT":"沃尔玛","BK4108":"电影和娱乐","BK4567":"ESG概念","BK4576":"AR"},"source_url":"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269657466","content_text":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it's not just the Dow as the Nasdaq has steadily fallen as well.We all know the story and understand the fears, but market fears about what might happen don't actually track with what's actually happening in the U.S. economy.The U.S. Economy Has Been StrongObviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That's not quite a historical low, but it's in that range. In addition, there's exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.Job openings, however, don't always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. Walmart, Target, Yum! Brands, Starbucks, and a number of other retailers have embraced a $15 minimum wage.And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That's not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.The economy is, of course, personal. If you can't find a job or afford to live where you want to, that's very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we're having relate to what might be called a pandemic hangover.Market Drops Are the Best Times to InvestMany of my favorite companies have dropped by 30% or more. I don't stop believing in Costco, Walt Disney, or Microsoft  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered \"every other companies' IP\" or Disney's, you can make  a case to take Disney.Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.In a bad market, I cling to the mantra \"time in the market beats timing the market.\" Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don't check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.BY DANIEL KLINE","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9927680194,"gmtCreate":1672468662019,"gmtModify":1676538695429,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927680194","repostId":"1124790458","repostType":4,"repost":{"id":"1124790458","kind":"news","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":1672451544,"share":"https://ttm.financial/m/news/1124790458?lang=&edition=fundamental","pubTime":"2022-12-31 09:52","market":"us","language":"en","title":"Wall Street’s Forecasts for Stock Markets in 2023: U.S. May Enter a Mild Recession, S&P 500 Is Expected to Have a U-Turn","url":"https://stock-news.laohu8.com/highlight/detail?id=1124790458","media":"Tiger Newspress","summary":"The Dow Jones Industrial Average fell 0.22% to 33,147.25 on Friday, sliding 8.78% in 2022; the S&P 5","content":"<html><head></head><body><p>The Dow Jones Industrial Average fell 0.22% to 33,147.25 on Friday, sliding 8.78% in 2022; the S&amp;P 500 lost 0.25% at 3,839.50, crashing 19.44% in 2022; and the Nasdaq Composite dropped 0.11% to 10,466.48, tumbling 33.1% in 2022.</p><p>After experiencing the nightmare in 2022, the focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession. Citi and Wells Fargo predict U.S. economy may enter a mild recession, JPMorgan, Morgan Stanley and BofA believe S&amp;P 500 may have a U-turn.</p><p><img src=\"https://static.tigerbbs.com/454ca17f041d951865e2a90001e29ccb\" tg-width=\"750\" tg-height=\"3096\" referrerpolicy=\"no-referrer\"/><b>Goldman Sachs Expects S&amp;P 500 to End 2023 Around 4,000</b></p><p>Goldman Sachs (GS) recently joined a slew of global investment bankers while unveiling the 2023 forecasts.</p><p>In its latest analysis, the GS expects S&amp;P 500 Future to average around 4,000 in 2023.</p><p>The US bank also states that S&amp;P 500 EPS is still $224 in 2023 while stating, “The firm remains underweight the S&amp;P 500 Industrials Sector despite its 19% rally since the start of the fourth quarter.”</p><p><b>JP Morgan Believes S&amp;P 500 Will Reach 4,200 By Year-End in 2023</b></p><p>JP Morgan expects the global economy is projected to expand at a sluggish pace of around 1.6% in 2023 as financial conditions tighten, the winter aggravates China’s COVID policy and Europe’s natural gas problems persist, and it is not at imminent risk of sliding into recession, as the sharp decline in inflation helps promote growth, but a U.S. recession is likely before the end of 2024.</p><p>For U.S. stocks, the company thinks that in the first half of 2023, the S&amp;P 500 is expected to re-test the lows of 2022, but a pivot from the Fed could drive an asset recovery later in the year, pushing the S&amp;P 500 to 4,200 by year-end.</p><p><b>Morgan Stanley Predicts S&amp;P May Slid to 3,000 Before Ending the Year at 3,900</b></p><p>Morgan Stanley expects that in the coming year, markets will continue to be driven by macro themes.</p><p>In 2023, it anticipates a transition from an environment with generally rising policy rates to one in which inflationary pressure recedes, rate increases end and global growth slows, with GDP growth in developed markets bottoming at 0.2% (annualized) in the third quarter of 2023.</p><p>Consequently, it expects rates curves to steepen, driving returns for bonds and other fixed income investments, and U.S. equity markets to sell off in the first quarter, reaching levels as low as 3,000 to 3,300 for the S&amp;P 500 before ending the year about flat at 3,900.</p><p><b>Bank of America Sees Stocks Going Nowhere in 2023</b></p><p>BofA set a 2023 year-end price target of 4,000 on S&amp;P 500, as annual earnings per share for the S&amp;P 500 are seen to $200.</p><p>While BofA is bearish near term, the bank remains bullish over the long haul and sees the S&amp;P 500 returning 8% annually over the next decade. The firm is advising investors to focus on the marathon and not the sprint.</p><p>The bank placed the odds of generating a positive return on the index if an investor holds it for a day at “just more than a coin flip,” or 54%, while owning the S&amp;P 500 over the next 10 years puts the chances of making money at 94%.</p><p><b>Wells Fargo 2023 Outlook: A Year of Recession, Recovery, and Rebound</b></p><p>Wells Fargo thinks a recession and unwinding of inflationary shocks of the past 18 months could allow inflation to decline to under 3% on a year-over-year basis by year-end 2023.</p><p>A moderate recession in the first half of 2023 may lead to a contraction for the year as a whole, marked by -1.3% U.S. GDP (gross domestic product) growth.</p><p>Once investors begin to anticipate economic and earnings recovery, the S&amp;P 500 Index is forecasted to gain into year-end. S&amp;P 500 Index target range is 4,300 – 4,500 for year-end 2023.</p><p>Federal funds rate forecast of 3.50% – 3.75% anticipates multiple policy interest-rate reductions after rates reach a peak above 4.50% early in 2023.</p><p><b>Citi Expects S&amp;P 500 to End 2023 at 3,900 Points and Its EPS Will Be $215</b></p><p>Its view is that multiples tend to expand coming out of recessions as EPS in the denominator continues to fall while the market begins pricing in recovery on the other side.</p><p>Part of this multiple expansion, however, has a rates connection. The monetary policy impulse to lower rates lifts multiples as the economy works its way out of the depths of recession.</p><p>It believes the eurozone and U.K. will enter a recession by the end of 2022. The U.S. stands to enter a recession by mid-2023.</p><p><b>HSBC Expects S&amp;P 500 to End 2023 At</b> <b>4,000 Points and Its EPS Will Be $225</b></p><p>The company believes that valuation headwinds will persist well into 2023, and most downside in the coming months will come from slowing profitability.</p><p><b>Deutsche Bank Thinks That Equity Bear Market Rally Will Stretch Into 2023, Dollar Weaker</b></p><p>It sees the S&amp;P 500 at 4,500 in the first half, down more than 25% in Q3, and back to 4,500 by year-end 2023.</p><p>In its 2023 outlook, Deutsche said a recession was likely to take hold from mid-year and would also be felt in credit markets where U.S. high yield spreads should widen to 860 basis points by end-2023, and euro-denominated high yield spreads should reach 930 bps.</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’s Forecasts for Stock Markets in 2023: U.S. May Enter a Mild Recession, S&P 500 Is Expected to Have a U-Turn</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\">\nWall Street’s Forecasts for Stock Markets in 2023: U.S. May Enter a Mild Recession, S&P 500 Is Expected to Have a U-Turn\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\">2022-12-31 09:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Dow Jones Industrial Average fell 0.22% to 33,147.25 on Friday, sliding 8.78% in 2022; the S&amp;P 500 lost 0.25% at 3,839.50, crashing 19.44% in 2022; and the Nasdaq Composite dropped 0.11% to 10,466.48, tumbling 33.1% in 2022.</p><p>After experiencing the nightmare in 2022, the focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession. Citi and Wells Fargo predict U.S. economy may enter a mild recession, JPMorgan, Morgan Stanley and BofA believe S&amp;P 500 may have a U-turn.</p><p><img src=\"https://static.tigerbbs.com/454ca17f041d951865e2a90001e29ccb\" tg-width=\"750\" tg-height=\"3096\" referrerpolicy=\"no-referrer\"/><b>Goldman Sachs Expects S&amp;P 500 to End 2023 Around 4,000</b></p><p>Goldman Sachs (GS) recently joined a slew of global investment bankers while unveiling the 2023 forecasts.</p><p>In its latest analysis, the GS expects S&amp;P 500 Future to average around 4,000 in 2023.</p><p>The US bank also states that S&amp;P 500 EPS is still $224 in 2023 while stating, “The firm remains underweight the S&amp;P 500 Industrials Sector despite its 19% rally since the start of the fourth quarter.”</p><p><b>JP Morgan Believes S&amp;P 500 Will Reach 4,200 By Year-End in 2023</b></p><p>JP Morgan expects the global economy is projected to expand at a sluggish pace of around 1.6% in 2023 as financial conditions tighten, the winter aggravates China’s COVID policy and Europe’s natural gas problems persist, and it is not at imminent risk of sliding into recession, as the sharp decline in inflation helps promote growth, but a U.S. recession is likely before the end of 2024.</p><p>For U.S. stocks, the company thinks that in the first half of 2023, the S&amp;P 500 is expected to re-test the lows of 2022, but a pivot from the Fed could drive an asset recovery later in the year, pushing the S&amp;P 500 to 4,200 by year-end.</p><p><b>Morgan Stanley Predicts S&amp;P May Slid to 3,000 Before Ending the Year at 3,900</b></p><p>Morgan Stanley expects that in the coming year, markets will continue to be driven by macro themes.</p><p>In 2023, it anticipates a transition from an environment with generally rising policy rates to one in which inflationary pressure recedes, rate increases end and global growth slows, with GDP growth in developed markets bottoming at 0.2% (annualized) in the third quarter of 2023.</p><p>Consequently, it expects rates curves to steepen, driving returns for bonds and other fixed income investments, and U.S. equity markets to sell off in the first quarter, reaching levels as low as 3,000 to 3,300 for the S&amp;P 500 before ending the year about flat at 3,900.</p><p><b>Bank of America Sees Stocks Going Nowhere in 2023</b></p><p>BofA set a 2023 year-end price target of 4,000 on S&amp;P 500, as annual earnings per share for the S&amp;P 500 are seen to $200.</p><p>While BofA is bearish near term, the bank remains bullish over the long haul and sees the S&amp;P 500 returning 8% annually over the next decade. The firm is advising investors to focus on the marathon and not the sprint.</p><p>The bank placed the odds of generating a positive return on the index if an investor holds it for a day at “just more than a coin flip,” or 54%, while owning the S&amp;P 500 over the next 10 years puts the chances of making money at 94%.</p><p><b>Wells Fargo 2023 Outlook: A Year of Recession, Recovery, and Rebound</b></p><p>Wells Fargo thinks a recession and unwinding of inflationary shocks of the past 18 months could allow inflation to decline to under 3% on a year-over-year basis by year-end 2023.</p><p>A moderate recession in the first half of 2023 may lead to a contraction for the year as a whole, marked by -1.3% U.S. GDP (gross domestic product) growth.</p><p>Once investors begin to anticipate economic and earnings recovery, the S&amp;P 500 Index is forecasted to gain into year-end. S&amp;P 500 Index target range is 4,300 – 4,500 for year-end 2023.</p><p>Federal funds rate forecast of 3.50% – 3.75% anticipates multiple policy interest-rate reductions after rates reach a peak above 4.50% early in 2023.</p><p><b>Citi Expects S&amp;P 500 to End 2023 at 3,900 Points and Its EPS Will Be $215</b></p><p>Its view is that multiples tend to expand coming out of recessions as EPS in the denominator continues to fall while the market begins pricing in recovery on the other side.</p><p>Part of this multiple expansion, however, has a rates connection. The monetary policy impulse to lower rates lifts multiples as the economy works its way out of the depths of recession.</p><p>It believes the eurozone and U.K. will enter a recession by the end of 2022. The U.S. stands to enter a recession by mid-2023.</p><p><b>HSBC Expects S&amp;P 500 to End 2023 At</b> <b>4,000 Points and Its EPS Will Be $225</b></p><p>The company believes that valuation headwinds will persist well into 2023, and most downside in the coming months will come from slowing profitability.</p><p><b>Deutsche Bank Thinks That Equity Bear Market Rally Will Stretch Into 2023, Dollar Weaker</b></p><p>It sees the S&amp;P 500 at 4,500 in the first half, down more than 25% in Q3, and back to 4,500 by year-end 2023.</p><p>In its 2023 outlook, Deutsche said a recession was likely to take hold from mid-year and would also be felt in credit markets where U.S. high yield spreads should widen to 860 basis points by end-2023, and euro-denominated high yield spreads should reach 930 bps.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DB":"德意志银行","JPM":"摩根大通","C":"花旗","WFC":"富国银行","GS":"高盛","HSBC":"汇丰",".SPX":"S&P 500 Index","BAC":"美国银行","MS":"摩根士丹利"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124790458","content_text":"The Dow Jones Industrial Average fell 0.22% to 33,147.25 on Friday, sliding 8.78% in 2022; the S&P 500 lost 0.25% at 3,839.50, crashing 19.44% in 2022; and the Nasdaq Composite dropped 0.11% to 10,466.48, tumbling 33.1% in 2022.After experiencing the nightmare in 2022, the focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession. Citi and Wells Fargo predict U.S. economy may enter a mild recession, JPMorgan, Morgan Stanley and BofA believe S&P 500 may have a U-turn.Goldman Sachs Expects S&P 500 to End 2023 Around 4,000Goldman Sachs (GS) recently joined a slew of global investment bankers while unveiling the 2023 forecasts.In its latest analysis, the GS expects S&P 500 Future to average around 4,000 in 2023.The US bank also states that S&P 500 EPS is still $224 in 2023 while stating, “The firm remains underweight the S&P 500 Industrials Sector despite its 19% rally since the start of the fourth quarter.”JP Morgan Believes S&P 500 Will Reach 4,200 By Year-End in 2023JP Morgan expects the global economy is projected to expand at a sluggish pace of around 1.6% in 2023 as financial conditions tighten, the winter aggravates China’s COVID policy and Europe’s natural gas problems persist, and it is not at imminent risk of sliding into recession, as the sharp decline in inflation helps promote growth, but a U.S. recession is likely before the end of 2024.For U.S. stocks, the company thinks that in the first half of 2023, the S&P 500 is expected to re-test the lows of 2022, but a pivot from the Fed could drive an asset recovery later in the year, pushing the S&P 500 to 4,200 by year-end.Morgan Stanley Predicts S&P May Slid to 3,000 Before Ending the Year at 3,900Morgan Stanley expects that in the coming year, markets will continue to be driven by macro themes.In 2023, it anticipates a transition from an environment with generally rising policy rates to one in which inflationary pressure recedes, rate increases end and global growth slows, with GDP growth in developed markets bottoming at 0.2% (annualized) in the third quarter of 2023.Consequently, it expects rates curves to steepen, driving returns for bonds and other fixed income investments, and U.S. equity markets to sell off in the first quarter, reaching levels as low as 3,000 to 3,300 for the S&P 500 before ending the year about flat at 3,900.Bank of America Sees Stocks Going Nowhere in 2023BofA set a 2023 year-end price target of 4,000 on S&P 500, as annual earnings per share for the S&P 500 are seen to $200.While BofA is bearish near term, the bank remains bullish over the long haul and sees the S&P 500 returning 8% annually over the next decade. The firm is advising investors to focus on the marathon and not the sprint.The bank placed the odds of generating a positive return on the index if an investor holds it for a day at “just more than a coin flip,” or 54%, while owning the S&P 500 over the next 10 years puts the chances of making money at 94%.Wells Fargo 2023 Outlook: A Year of Recession, Recovery, and ReboundWells Fargo thinks a recession and unwinding of inflationary shocks of the past 18 months could allow inflation to decline to under 3% on a year-over-year basis by year-end 2023.A moderate recession in the first half of 2023 may lead to a contraction for the year as a whole, marked by -1.3% U.S. GDP (gross domestic product) growth.Once investors begin to anticipate economic and earnings recovery, the S&P 500 Index is forecasted to gain into year-end. S&P 500 Index target range is 4,300 – 4,500 for year-end 2023.Federal funds rate forecast of 3.50% – 3.75% anticipates multiple policy interest-rate reductions after rates reach a peak above 4.50% early in 2023.Citi Expects S&P 500 to End 2023 at 3,900 Points and Its EPS Will Be $215Its view is that multiples tend to expand coming out of recessions as EPS in the denominator continues to fall while the market begins pricing in recovery on the other side.Part of this multiple expansion, however, has a rates connection. The monetary policy impulse to lower rates lifts multiples as the economy works its way out of the depths of recession.It believes the eurozone and U.K. will enter a recession by the end of 2022. The U.S. stands to enter a recession by mid-2023.HSBC Expects S&P 500 to End 2023 At 4,000 Points and Its EPS Will Be $225The company believes that valuation headwinds will persist well into 2023, and most downside in the coming months will come from slowing profitability.Deutsche Bank Thinks That Equity Bear Market Rally Will Stretch Into 2023, Dollar WeakerIt sees the S&P 500 at 4,500 in the first half, down more than 25% in Q3, and back to 4,500 by year-end 2023.In its 2023 outlook, Deutsche said a recession was likely to take hold from mid-year and would also be felt in credit markets where U.S. high yield spreads should widen to 860 basis points by end-2023, and euro-denominated high yield spreads should reach 930 bps.","news_type":1},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899217487,"gmtCreate":1628200018649,"gmtModify":1703502865408,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"please like","listText":"please like","text":"please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/899217487","repostId":"1173170520","repostType":4,"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170662983,"gmtCreate":1626427518742,"gmtModify":1703759980878,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"please like and comment.","listText":"please like and comment.","text":"please like and comment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/170662983","repostId":"1127811524","repostType":4,"repost":{"id":"1127811524","kind":"news","pubTimestamp":1626426804,"share":"https://ttm.financial/m/news/1127811524?lang=&edition=fundamental","pubTime":"2021-07-16 17:13","market":"us","language":"en","title":"Tesla Model S, Model X Long Range Price Increases Reach China After US Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1127811524","media":"Benzinga","summary":"Tesla Inc has raised the prices of the long-range variants of the Model S sedan and Model X SUV in C","content":"<p><b>Tesla Inc</b>&nbsp;has raised the prices of the long-range variants of the Model S sedan and Model X SUV in China, days after a similar price hike in the United States.</p>\n<p><b>What Happened:</b>The Palo Alto, California-based automaker has quietly&nbsp;updated&nbsp;the China website to reflect the&nbsp;increase&nbsp;in prices by about $4,638 each.</p>\n<p><b>The Price Hike:</b>The Model S Long Range is now priced at RMB 829,990 (about $118,538) and Model X Long Range is RMB 879,990 (about $125,679).</p>\n<p>Earlier this month, Tesla customers in the U.S. faced&nbsp;a price hike for both the Model S and X long-range versions. Tesla already increased the price of thePlaid Model S by $10,000earlier this year.</p>\n<p>The Elon Musk-led automaker has also started accepting bookings for itslocally built and more affordable variantof the electric mid-size SUV Model Y’s standard variant in China.</p>\n<p>Musk had a month ago blamed industry-wide&nbsp;supply chain issuesand semiconductor shortages for those price hikes.</p>\n<p>Model S and X vehicles are the company's most expensive, flagship vehicles. The S and X recently underwent a refresh, with a new interior and exterior design for a more modern look along with efficiency and range improvements.</p>\n<p><b>Why It Matters:</b>As per cnEVpost, which&nbsp;first&nbsp;reported the news, Tesla's frequent price cuts in the past have usually been met with criticism from owners in China, while the company claims it is giving consumers a discount with the cost savings from local production.</p>\n<p>China is key to Tesla’s future growth plans and to fulfilling its ambition to deliver 20 million electric vehicles annually within a decade. The world’s largest automotive market already contributes nearly 30% of Tesla's global sales and is its second-largest market after the United States.</p>\n<p><b>Price Action:</b>Tesla shares closed 0.43% lower at $650.60 on Thursday.</p>","source":"lsy1606299360108","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 Model S, Model X Long Range Price Increases Reach China After US Hikes</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 Model S, Model X Long Range Price Increases Reach China After US Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 17:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/07/22013220/tesla-model-s-model-x-long-range-price-increases-reach-china-after-us-hikes><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc has raised the prices of the long-range variants of the Model S sedan and Model X SUV in China, days after a similar price hike in the United States.\nWhat Happened:The Palo Alto, California-...</p>\n\n<a href=\"https://www.benzinga.com/news/21/07/22013220/tesla-model-s-model-x-long-range-price-increases-reach-china-after-us-hikes\">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.benzinga.com/news/21/07/22013220/tesla-model-s-model-x-long-range-price-increases-reach-china-after-us-hikes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127811524","content_text":"Tesla Inc has raised the prices of the long-range variants of the Model S sedan and Model X SUV in China, days after a similar price hike in the United States.\nWhat Happened:The Palo Alto, California-based automaker has quietly updated the China website to reflect the increase in prices by about $4,638 each.\nThe Price Hike:The Model S Long Range is now priced at RMB 829,990 (about $118,538) and Model X Long Range is RMB 879,990 (about $125,679).\nEarlier this month, Tesla customers in the U.S. faced a price hike for both the Model S and X long-range versions. Tesla already increased the price of thePlaid Model S by $10,000earlier this year.\nThe Elon Musk-led automaker has also started accepting bookings for itslocally built and more affordable variantof the electric mid-size SUV Model Y’s standard variant in China.\nMusk had a month ago blamed industry-wide supply chain issuesand semiconductor shortages for those price hikes.\nModel S and X vehicles are the company's most expensive, flagship vehicles. The S and X recently underwent a refresh, with a new interior and exterior design for a more modern look along with efficiency and range improvements.\nWhy It Matters:As per cnEVpost, which first reported the news, Tesla's frequent price cuts in the past have usually been met with criticism from owners in China, while the company claims it is giving consumers a discount with the cost savings from local production.\nChina is key to Tesla’s future growth plans and to fulfilling its ambition to deliver 20 million electric vehicles annually within a decade. The world’s largest automotive market already contributes nearly 30% of Tesla's global sales and is its second-largest market after the United States.\nPrice Action:Tesla shares closed 0.43% lower at $650.60 on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120131051,"gmtCreate":1624313228473,"gmtModify":1703833008284,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"like and comment please","listText":"like and comment please","text":"like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/120131051","repostId":"2145084835","repostType":4,"repost":{"id":"2145084835","kind":"highlight","pubTimestamp":1624280460,"share":"https://ttm.financial/m/news/2145084835?lang=&edition=fundamental","pubTime":"2021-06-21 21:01","market":"us","language":"en","title":"5 Ultra-Popular Stocks Wall Street Views as Overvalued","url":"https://stock-news.laohu8.com/highlight/detail?id=2145084835","media":"Motley Fool","summary":"If analysts are correct, these high-flying stocks will fizzle out over the next year.","content":"<p>Generally speaking, it pays to be bullish on Wall Street. Despite navigating its way through Black Monday in 1987, the dot-com bubble, the Great Recession, and more recently the coronavirus crash, the average annual total return for the benchmark <b>S&amp;P 500</b> since 1980, including dividends, is north of 11%.</p>\n<p>Not surprisingly, we see this optimism readily apparent in Wall Street's ratings on stocks. According to <b>FactSet</b>, more than half of all stocks carry a consensus buy rating, 38% have the equivalent of a hold rating, and just 7% are rated as sells. Yet, history shows that far more than 7% of stocks will eventually head lower.</p>\n<p>Based on Wall Street's consensus price targets, the following five ultra-popular stocks are all expected to lose value over the coming 12 months.</p>\n<p><img src=\"https://static.tigerbbs.com/b04ade705354c4825038c4dfcd0187d9\" tg-width=\"700\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Palantir Technologies: Implied downside of 12%</h3>\n<p>Since its direct listing in late September 2020, data-mining company <b>Palantir Technologies</b> (NYSE:PLTR) has been a favorite among growth and retail investors. But if Wall Street's <a href=\"https://laohu8.com/S/AONE\">one</a>-year consensus price target proves accurate, Palantir will head in reverse by up to 12%.</p>\n<p>The likeliest reason Wall Street is tempering expectations on Palantir is valuation. Specifically, Palantir ended June 17 with a market cap of nearly $48 billion, but is on track to bring in perhaps $1.5 billion in full-year sales in 2021. That's a multiple of about 32 times sales. Even if Palantir continues to grow its top-line at 30% annually, it could take years for this price-to-sales multiple to come down to anywhere close to the average for cloud stocks.</p>\n<p>Another possible concern is the growth potential for its government-focused Gotham platform. Big government contract wins in the U.S. have been primarily responsible for Palantir's exceptional growth rate. However, there remains an outside chance that President Joe Biden may curb funding to some of the federal agencies that employ Palantir's services.</p>\n<p>Over the long run, I'm optimistic and believe Palantir's platform is unlike anything else available. But tempering near-term expectations given its valuation premium may be warranted.</p>\n<p><img src=\"https://static.tigerbbs.com/a38605bee8e62f3e8aa414fa24278e7e\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Moderna: Implied downside of 11%</h3>\n<p>Biotech stock <b>Moderna</b> (NASDAQ:MRNA) is arguably the biggest beneficiary of the coronavirus disease 2019 (COVID-19) pandemic. It's <a href=\"https://laohu8.com/S/AONE.U\">one</a> of only three drugmakers to currently have their COVID-19 vaccine approved on an emergency-use authorization (EUA) basis in the United States. But if Wall Street's consensus 12-month price target is correct, it's stock is also on its way to a double-digit decline.</p>\n<p>Why the lack of love from Wall Street? The answer looks to be analysts looking to the future. While Moderna's COVID-19 vaccine is a mainstay in the U.S., and it's likely to play a clear role in other markets, time might prove the company's enemy. Over time, new vaccines are expected to come onto the scene, which'll eat away at Moderna's potential pool of patients.</p>\n<p>The other worry is that no one is exactly certain how long COVID-19 vaccine immunity will last. If it's a year, Moderna is unlikely to be the only drugmaker supplying booster shots. Meanwhile, if it's longer than a year, it means reduced sales opportunities for the company.</p>\n<p>Based solely on Wall Street's earnings per share consensus in 2021 and 2022, Moderna appears reasonably priced. But with the company staring down a potentially significant haircut in revenue next year as new drugmakers enter the space, caution is advised.</p>\n<p><img src=\"https://static.tigerbbs.com/07841e6a8173146a0fbfddf95a0f1ccb\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>GameStop: Implied downside of 71%</h3>\n<p>This will probably come as a shock to no one, but Reddit favorite <b>GameStop</b> (NYSE:GME) is fully expected to fall flat on its face. Even though Wall Street's consensus price target for the company has quintupled in recent months, it <i>still</i> implies up to 71% downside over the next year.</p>\n<p>The biggest issue for GameStop is that its valuation has completely detached from its underlying fundamentals. While it's not uncommon for stocks to trade on emotion for short periods of time, operating performance is what always dictates the long-term movement in the share price of a stock. When it comes to operating performance, GameStop has been a dud.</p>\n<p>Although the company's first-quarter fiscal results highlighted a 25% net sales increase from the prior-year period, total sales for the company have been falling precipitously for years. That's because video game retailer GameStop recognized the shift to digital gaming too late, and it's now stuck with its massive portfolio of brick-and-mortar gaming stores. Even though e-commerce sales have been a bright spot for the company, slashing costs and closing stores remains its No. 1 priority.</p>\n<p>With sufficient cash, bankruptcy isn't a concern for GameStop. But without any true top-line growth and the company still losing money, it's an impossible sell at its current price tag.</p>\n<p><img src=\"https://static.tigerbbs.com/c7ff785aa0040a5565d474390f58b47a\" tg-width=\"700\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Ocugen: Implied downside of 18%</h3>\n<p>Volatile clinical-stage biotech stock <b>Ocugen</b> (NASDAQ:OCGN) may also be in for an unpleasant next 12 months. The company behind an experimental COVID-19 vaccine (Covaxin) and a trio of internally developed eye-blindness candidates is expected to shed 18% of its value, if Wall Street's consensus price target is correct.</p>\n<p>Arguably the biggest issue for Ocugen is the clinical update the company issued on June 10 concerning Covaxin. Even though partner Bharat Biotech led a large clinical study in India that yielded an overall efficacy of 78%, along with 100% efficacy in preventing severe forms of COVID-19, Ocugen announced on June 10 that it would forgo seeking an EUA in the U.S. and would instead file for a biologics license application. In other words, Ocugen's path to a quick emergency approval in the U.S. just flew out the window.</p>\n<p>What's more, the U.S. Food and Drug Administration's requested additional information and data on Covaxin. This is a fancy of saying that Ocugen will very likely have to run a clinical study in the U.S. prior to submitting Covaxin for approval. That means added costs and an even longer wait before Ocugen has a chance to penetrate the lucrative U.S. market.</p>\n<p>Though it's impossible to predict how long COVID-19 vaccine immunity will last, Ocugen's chances of being a significant player in the U.S. COVID-19 vaccine space are dwindling.</p>\n<p><img src=\"https://static.tigerbbs.com/91f6037829ea3fb0ae1cae0b95d8d11e\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>NVIDIA: Implied downside of 3%</h3>\n<p>Don't adjust your computer, laptop, or smartphone screens -- that really says <b>NVIDIA</b> (NASDAQ:NVDA). Following its incredible run higher (NVIDIA has doubled over the past year), graphics processing unit giant NVIDIA closed 3% above Wall Street's consensus price target, as of June 17.</p>\n<p>One reason for tempered expectations at this point has to be valuation. Even with NVIDIA crushing expectations and seeing strong PC gaming demand, sales growth is expected to slow from an estimated 49% in fiscal 2022 to a high single digit percentage in each of the next two fiscal years. In fact, the company closed at nearly 20 times projected sales for the current fiscal year. That's a bit optimistic given an expected sales growth slowdown.</p>\n<p>Perhaps the other reason Wall Street expects NVIDIA to go sideways is the company's cryptocurrency mining chip segment. While sales of crypto chips could hit $400 million in the current quarter, demand is entirely dependent on the hype surrounding digital currencies and the favorability of technical charts. Crypto is just as well known for its long bear markets as it is for the big gains it's delivered over the past decade. If another lull strikes, a fast-growing ancillary segment for NVIDA could easily become a drag.</p>\n<p>For what it's worth, I see no fundamental reasons to sell NVIDIA if you're already a long-term shareholder. But if you're on the outside looking in, I don't exactly see $746 as an attractive entry point, either.</p>","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 Ultra-Popular Stocks Wall Street Views as Overvalued</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 Ultra-Popular Stocks Wall Street Views as Overvalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 21:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/21/5-ultra-popular-stocks-wall-street-view-overvalued/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Generally speaking, it pays to be bullish on Wall Street. Despite navigating its way through Black Monday in 1987, the dot-com bubble, the Great Recession, and more recently the coronavirus crash, the...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/21/5-ultra-popular-stocks-wall-street-view-overvalued/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","NVDA":"英伟达","MRNA":"Moderna, Inc.","OCGN":"Ocugen","GME":"游戏驿站"},"source_url":"https://www.fool.com/investing/2021/06/21/5-ultra-popular-stocks-wall-street-view-overvalued/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145084835","content_text":"Generally speaking, it pays to be bullish on Wall Street. Despite navigating its way through Black Monday in 1987, the dot-com bubble, the Great Recession, and more recently the coronavirus crash, the average annual total return for the benchmark S&P 500 since 1980, including dividends, is north of 11%.\nNot surprisingly, we see this optimism readily apparent in Wall Street's ratings on stocks. According to FactSet, more than half of all stocks carry a consensus buy rating, 38% have the equivalent of a hold rating, and just 7% are rated as sells. Yet, history shows that far more than 7% of stocks will eventually head lower.\nBased on Wall Street's consensus price targets, the following five ultra-popular stocks are all expected to lose value over the coming 12 months.\n\nImage source: Getty Images.\nPalantir Technologies: Implied downside of 12%\nSince its direct listing in late September 2020, data-mining company Palantir Technologies (NYSE:PLTR) has been a favorite among growth and retail investors. But if Wall Street's one-year consensus price target proves accurate, Palantir will head in reverse by up to 12%.\nThe likeliest reason Wall Street is tempering expectations on Palantir is valuation. Specifically, Palantir ended June 17 with a market cap of nearly $48 billion, but is on track to bring in perhaps $1.5 billion in full-year sales in 2021. That's a multiple of about 32 times sales. Even if Palantir continues to grow its top-line at 30% annually, it could take years for this price-to-sales multiple to come down to anywhere close to the average for cloud stocks.\nAnother possible concern is the growth potential for its government-focused Gotham platform. Big government contract wins in the U.S. have been primarily responsible for Palantir's exceptional growth rate. However, there remains an outside chance that President Joe Biden may curb funding to some of the federal agencies that employ Palantir's services.\nOver the long run, I'm optimistic and believe Palantir's platform is unlike anything else available. But tempering near-term expectations given its valuation premium may be warranted.\n\nImage source: Getty Images.\nModerna: Implied downside of 11%\nBiotech stock Moderna (NASDAQ:MRNA) is arguably the biggest beneficiary of the coronavirus disease 2019 (COVID-19) pandemic. It's one of only three drugmakers to currently have their COVID-19 vaccine approved on an emergency-use authorization (EUA) basis in the United States. But if Wall Street's consensus 12-month price target is correct, it's stock is also on its way to a double-digit decline.\nWhy the lack of love from Wall Street? The answer looks to be analysts looking to the future. While Moderna's COVID-19 vaccine is a mainstay in the U.S., and it's likely to play a clear role in other markets, time might prove the company's enemy. Over time, new vaccines are expected to come onto the scene, which'll eat away at Moderna's potential pool of patients.\nThe other worry is that no one is exactly certain how long COVID-19 vaccine immunity will last. If it's a year, Moderna is unlikely to be the only drugmaker supplying booster shots. Meanwhile, if it's longer than a year, it means reduced sales opportunities for the company.\nBased solely on Wall Street's earnings per share consensus in 2021 and 2022, Moderna appears reasonably priced. But with the company staring down a potentially significant haircut in revenue next year as new drugmakers enter the space, caution is advised.\n\nImage source: Getty Images.\nGameStop: Implied downside of 71%\nThis will probably come as a shock to no one, but Reddit favorite GameStop (NYSE:GME) is fully expected to fall flat on its face. Even though Wall Street's consensus price target for the company has quintupled in recent months, it still implies up to 71% downside over the next year.\nThe biggest issue for GameStop is that its valuation has completely detached from its underlying fundamentals. While it's not uncommon for stocks to trade on emotion for short periods of time, operating performance is what always dictates the long-term movement in the share price of a stock. When it comes to operating performance, GameStop has been a dud.\nAlthough the company's first-quarter fiscal results highlighted a 25% net sales increase from the prior-year period, total sales for the company have been falling precipitously for years. That's because video game retailer GameStop recognized the shift to digital gaming too late, and it's now stuck with its massive portfolio of brick-and-mortar gaming stores. Even though e-commerce sales have been a bright spot for the company, slashing costs and closing stores remains its No. 1 priority.\nWith sufficient cash, bankruptcy isn't a concern for GameStop. But without any true top-line growth and the company still losing money, it's an impossible sell at its current price tag.\n\nImage source: Getty Images.\nOcugen: Implied downside of 18%\nVolatile clinical-stage biotech stock Ocugen (NASDAQ:OCGN) may also be in for an unpleasant next 12 months. The company behind an experimental COVID-19 vaccine (Covaxin) and a trio of internally developed eye-blindness candidates is expected to shed 18% of its value, if Wall Street's consensus price target is correct.\nArguably the biggest issue for Ocugen is the clinical update the company issued on June 10 concerning Covaxin. Even though partner Bharat Biotech led a large clinical study in India that yielded an overall efficacy of 78%, along with 100% efficacy in preventing severe forms of COVID-19, Ocugen announced on June 10 that it would forgo seeking an EUA in the U.S. and would instead file for a biologics license application. In other words, Ocugen's path to a quick emergency approval in the U.S. just flew out the window.\nWhat's more, the U.S. Food and Drug Administration's requested additional information and data on Covaxin. This is a fancy of saying that Ocugen will very likely have to run a clinical study in the U.S. prior to submitting Covaxin for approval. That means added costs and an even longer wait before Ocugen has a chance to penetrate the lucrative U.S. market.\nThough it's impossible to predict how long COVID-19 vaccine immunity will last, Ocugen's chances of being a significant player in the U.S. COVID-19 vaccine space are dwindling.\n\nImage source: Getty Images.\nNVIDIA: Implied downside of 3%\nDon't adjust your computer, laptop, or smartphone screens -- that really says NVIDIA (NASDAQ:NVDA). Following its incredible run higher (NVIDIA has doubled over the past year), graphics processing unit giant NVIDIA closed 3% above Wall Street's consensus price target, as of June 17.\nOne reason for tempered expectations at this point has to be valuation. Even with NVIDIA crushing expectations and seeing strong PC gaming demand, sales growth is expected to slow from an estimated 49% in fiscal 2022 to a high single digit percentage in each of the next two fiscal years. In fact, the company closed at nearly 20 times projected sales for the current fiscal year. That's a bit optimistic given an expected sales growth slowdown.\nPerhaps the other reason Wall Street expects NVIDIA to go sideways is the company's cryptocurrency mining chip segment. While sales of crypto chips could hit $400 million in the current quarter, demand is entirely dependent on the hype surrounding digital currencies and the favorability of technical charts. Crypto is just as well known for its long bear markets as it is for the big gains it's delivered over the past decade. If another lull strikes, a fast-growing ancillary segment for NVIDA could easily become a drag.\nFor what it's worth, I see no fundamental reasons to sell NVIDIA if you're already a long-term shareholder. But if you're on the outside looking in, I don't exactly see $746 as an attractive entry point, either.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578638769183965","authorId":"3578638769183965","name":"hongg","avatar":"https://static.tigerbbs.com/5a7a0b4bab6ad61e3bd4f1a19c4d1a03","crmLevel":8,"crmLevelSwitch":0,"idStr":"3578638769183965","authorIdStr":"3578638769183965"},"content":"like and response to my comment please thanks","text":"like and response to my comment please thanks","html":"like and response to my comment please thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911638817,"gmtCreate":1664190068639,"gmtModify":1676537406396,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9911638817","repostId":"1154262778","repostType":4,"repost":{"id":"1154262778","kind":"news","pubTimestamp":1664205477,"share":"https://ttm.financial/m/news/1154262778?lang=&edition=fundamental","pubTime":"2022-09-26 23:17","market":"us","language":"en","title":"If Not The Bottom, Then What?","url":"https://stock-news.laohu8.com/highlight/detail?id=1154262778","media":"Seeking Alpha","summary":"SummaryLeading central bank interest rates, set by to fight inflation, are attempting to peak in the","content":"<html><head></head><body><h3>Summary</h3><ul><li>Leading central bank interest rates, set by to fight inflation, are attempting to peak in the near future.</li><li>With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-grades at 5.23%, the premium for government paper appears to be in place. However, it’s insufficient if demand curtailment works and drives up defaults.</li><li>Did Friday’s stock market decline signal a bottom? Possibly, but it did not completely fit historical patterns.</li></ul><h3>Caveat</h3><p>We admit we don’t know what the future holds for us. I am falling back on my instinct to view things as bets with their own uncertain odds.</p><h3>Investment Markets Decline on September 23rd</h3><p>Leading central bank interest rates, sertt by to fight inflation, are attempting to peak in the near future. (My guess is that they won’t be successful at current levels until they switch from attempting to reduce demand to increasing supply, which is more difficult.) With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-grades at 5.23%, the premium for government paper appears to be in place. However, it’s insufficient if demand curtailment works and drives up defaults.</p><p>The battle against industrial goods inflation may be close to won, with the year-over-year change in the JOC-ECRI industrial price at -9.69%, gasoline demand down almost -8%, and distillates down about -16%. (I think it is going to be more difficult to address inflation in services, which is mostly comprised of wages for talented people.) Furthermore, food prices are much more dependent on the global decline in land use and availability.</p><p>As usual, the high-quality fixed-income markets are more advanced than the equity markets.</p><p>Did Friday’s stock market decline signal a bottom? Possibly, but it did not completely fit historical patterns. While the Dow Jones Industrial Average established a new low for the year, the S&amp;P 500 was the third-lowest, and the Nasdaq the fifth-lowest. Considering the latter two indices had greater gains, the fall of the DJIA is less impressive. While there was an increase in transaction volume from a low base, it was not impressive. There are no signs of mass capitulation at public or institutional levels.</p><h3>Outlook</h3><p>There are four possible paths forward. In order of time, magnitude and pain, they are:</p><p>A bear market without a recession has happened a few times and is largely a price correction. We are closing in on that.</p><p>A cyclical recession is usually driven by commodity prices or other supply issues. This is satisfactorily addressed in a few years.</p><p>A structural recession due to systemic imbalances of power and leadership requires major changes, which drastically alter society. Depending on the level of violence, it can take many years.</p><p>Stagflation, where a portion of the society/economy sacrifices involuntarily to the other until there is a counter-revolutionary force. There is usually a period of mismanagement and legal turmoil. We have experienced two periods like this in the past beginning in the 1930s and 1970s.</p><p>Each alternative is possible. Prudent investors should make up their own minds as to what is probable for their beneficiaries and careers. (To be discussed later.)</p><p>Before choosing your expected future, there is a new threat and lesson which surfaced this week.</p><h3>London’s Future Lesson and Threat</h3><p>This week, the brand-new Prime Minister announced a very expensive plan of pump-priming and tax reduction for individuals. The reaction of the London investment market and currency was shock and fear. The former US Secretary of Treasury and former President of Harvard summed up the view of many on both sides of the Atlantic that these were “the worst possible policies”.</p><p>There are two lessons for the US from these policies which march down the same road as the current US administration.</p><p>The lesson for US and other investors is that the value of one’s currency shapes the willingness of foreigners to invest in the currency. The independent Bank of England, their central bank, raised interest rates by 100 basis points earlier in the week before this announcement. On Friday, there was a call for the BOE to immediately raise rates another 100 basis points.</p><p>This controversy is important for the US with its highly rated currency, which somewhat ironically had the second-biggest gain for the week, according to The Wall Street Journal. (The only currency that had a bigger gain was the Russian ruble, +4.54% vs.+2.57%.)</p><p>Investors, traders, and customers look at the currency behind the source of earnings in today’s currency markets. We are all familiar with the “Petrodollar”, which is based on the earnings derived from petroleum production and sale. To some degree, the tag of Petrodollar has also been placed on the currencies of Russia and Canada, among others, in addition to various Middle Eastern countries.</p><p>While it hasn’t been popularly done before, I believe we may now see a financial pound label placed on the British currency. A major part of its earnings come from its transaction markets and multinationals headquartered in the UK with export earnings, as well as contributions from my wife at her favorite shopping location.</p><p>We should watch what happens in the UK as an indication of a possible trend for the US.</p><h3>Investing Equity Reserves</h3><p>Last week’s blog suggested a tactical plan to reinvest reserves coming from equity investments, or from cash flows to be invested in equities.</p><p>Investors will be benefit from dollar-cost averaging, no matter which frequency is used. They will also benefit from the selection of one of the four alternative futures outlined above.</p><p>The most important long-term decision regarding the ultimate value of the account is to not get too comfortable with cash reserves while interest rates earn single-digit returns. This will be costly, as stock markets go up as rates come down, resulting in some principal loss. More important, time not invested in equities at low prices will be lost. For taxable investors, the difference in taxes on interest and gains can be meaningful, particularly in well-constructed estates.</p><p>In making choices where time horizon is appropriate for your investments, I expect the last two scenarios to be the most likely, based on today’s information. For example, Walmart (WMT) is not building inventory and staff for the holiday season. Their shoppers, for the most part, are modest-income, savvy buyers. If Walmart is not expecting a good holiday season for itself, one should question how quickly inflation will drop below 5%.</p><p>Typically, a well-known name disappears from the marketplace due to severe financial trouble. None has so far, but you might see a rescue merger or court action.</p><p>I have no inside information, but I am concerned that reported earnings and, more importantly, values are overstated for the current economy, making market valuations questionable. One such possible company is Credit Suisse (CS). The pundits are quoting it as selling for almost 20% of book value! I am sure this is not a singular situation.</p><p>Please share your views.</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>If Not The Bottom, Then What?</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\">\nIf Not The Bottom, Then What?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-26 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543053-if-not-bottom-then-what><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLeading central bank interest rates, set by to fight inflation, are attempting to peak in the near future.With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-...</p>\n\n<a href=\"https://seekingalpha.com/article/4543053-if-not-bottom-then-what\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4543053-if-not-bottom-then-what","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154262778","content_text":"SummaryLeading central bank interest rates, set by to fight inflation, are attempting to peak in the near future.With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-grades at 5.23%, the premium for government paper appears to be in place. However, it’s insufficient if demand curtailment works and drives up defaults.Did Friday’s stock market decline signal a bottom? Possibly, but it did not completely fit historical patterns.CaveatWe admit we don’t know what the future holds for us. I am falling back on my instinct to view things as bets with their own uncertain odds.Investment Markets Decline on September 23rdLeading central bank interest rates, sertt by to fight inflation, are attempting to peak in the near future. (My guess is that they won’t be successful at current levels until they switch from attempting to reduce demand to increasing supply, which is more difficult.) With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-grades at 5.23%, the premium for government paper appears to be in place. However, it’s insufficient if demand curtailment works and drives up defaults.The battle against industrial goods inflation may be close to won, with the year-over-year change in the JOC-ECRI industrial price at -9.69%, gasoline demand down almost -8%, and distillates down about -16%. (I think it is going to be more difficult to address inflation in services, which is mostly comprised of wages for talented people.) Furthermore, food prices are much more dependent on the global decline in land use and availability.As usual, the high-quality fixed-income markets are more advanced than the equity markets.Did Friday’s stock market decline signal a bottom? Possibly, but it did not completely fit historical patterns. While the Dow Jones Industrial Average established a new low for the year, the S&P 500 was the third-lowest, and the Nasdaq the fifth-lowest. Considering the latter two indices had greater gains, the fall of the DJIA is less impressive. While there was an increase in transaction volume from a low base, it was not impressive. There are no signs of mass capitulation at public or institutional levels.OutlookThere are four possible paths forward. In order of time, magnitude and pain, they are:A bear market without a recession has happened a few times and is largely a price correction. We are closing in on that.A cyclical recession is usually driven by commodity prices or other supply issues. This is satisfactorily addressed in a few years.A structural recession due to systemic imbalances of power and leadership requires major changes, which drastically alter society. Depending on the level of violence, it can take many years.Stagflation, where a portion of the society/economy sacrifices involuntarily to the other until there is a counter-revolutionary force. There is usually a period of mismanagement and legal turmoil. We have experienced two periods like this in the past beginning in the 1930s and 1970s.Each alternative is possible. Prudent investors should make up their own minds as to what is probable for their beneficiaries and careers. (To be discussed later.)Before choosing your expected future, there is a new threat and lesson which surfaced this week.London’s Future Lesson and ThreatThis week, the brand-new Prime Minister announced a very expensive plan of pump-priming and tax reduction for individuals. The reaction of the London investment market and currency was shock and fear. The former US Secretary of Treasury and former President of Harvard summed up the view of many on both sides of the Atlantic that these were “the worst possible policies”.There are two lessons for the US from these policies which march down the same road as the current US administration.The lesson for US and other investors is that the value of one’s currency shapes the willingness of foreigners to invest in the currency. The independent Bank of England, their central bank, raised interest rates by 100 basis points earlier in the week before this announcement. On Friday, there was a call for the BOE to immediately raise rates another 100 basis points.This controversy is important for the US with its highly rated currency, which somewhat ironically had the second-biggest gain for the week, according to The Wall Street Journal. (The only currency that had a bigger gain was the Russian ruble, +4.54% vs.+2.57%.)Investors, traders, and customers look at the currency behind the source of earnings in today’s currency markets. We are all familiar with the “Petrodollar”, which is based on the earnings derived from petroleum production and sale. To some degree, the tag of Petrodollar has also been placed on the currencies of Russia and Canada, among others, in addition to various Middle Eastern countries.While it hasn’t been popularly done before, I believe we may now see a financial pound label placed on the British currency. A major part of its earnings come from its transaction markets and multinationals headquartered in the UK with export earnings, as well as contributions from my wife at her favorite shopping location.We should watch what happens in the UK as an indication of a possible trend for the US.Investing Equity ReservesLast week’s blog suggested a tactical plan to reinvest reserves coming from equity investments, or from cash flows to be invested in equities.Investors will be benefit from dollar-cost averaging, no matter which frequency is used. They will also benefit from the selection of one of the four alternative futures outlined above.The most important long-term decision regarding the ultimate value of the account is to not get too comfortable with cash reserves while interest rates earn single-digit returns. This will be costly, as stock markets go up as rates come down, resulting in some principal loss. More important, time not invested in equities at low prices will be lost. For taxable investors, the difference in taxes on interest and gains can be meaningful, particularly in well-constructed estates.In making choices where time horizon is appropriate for your investments, I expect the last two scenarios to be the most likely, based on today’s information. For example, Walmart (WMT) is not building inventory and staff for the holiday season. Their shoppers, for the most part, are modest-income, savvy buyers. If Walmart is not expecting a good holiday season for itself, one should question how quickly inflation will drop below 5%.Typically, a well-known name disappears from the marketplace due to severe financial trouble. None has so far, but you might see a rescue merger or court action.I have no inside information, but I am concerned that reported earnings and, more importantly, values are overstated for the current economy, making market valuations questionable. One such possible company is Credit Suisse (CS). The pundits are quoting it as selling for almost 20% of book value! I am sure this is not a singular situation.Please share your views.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035498448,"gmtCreate":1647651237542,"gmtModify":1676534255156,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035498448","repostId":"2220772010","repostType":4,"repost":{"id":"2220772010","kind":"news","pubTimestamp":1647648841,"share":"https://ttm.financial/m/news/2220772010?lang=&edition=fundamental","pubTime":"2022-03-19 08:14","market":"us","language":"en","title":"DocuSign Stock Rises as CEO Buy ~$5M in Company Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2220772010","media":"seekingalpha","summary":"DocuSign shares have popped 9.5% on disclosure that CEO Daniel Springer purchased  66,882 shares of ","content":"<html><head></head><body><p>DocuSign shares have popped 9.5% on disclosure that CEO Daniel Springer purchased  66,882 shares of the common&#39;s stock, worth ~$5M.</p><p>The shares were purchased at $73.20 - $77.07 price range in a transaction dated Mar. 15, 2022.</p><p>A look at DOCU&#39;s ownership composition:</p><p><img src=\"https://static.tigerbbs.com/7e6c475214f80f88ffba8b89faecf16b\" tg-width=\"1096\" tg-height=\"272\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>DocuSign plunged 20% on Mar. 11, 2022, after the electronic signature company posted fourth-quarter results that topped estimates, but provided guidance for slower growth, a concern for investors.</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>DocuSign Stock Rises as CEO Buy ~$5M in Company Shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDocuSign Stock Rises as CEO Buy ~$5M in Company Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3815051-docusign-stock-rises-as-ceo-buy-5m-in-company-shares><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DocuSign shares have popped 9.5% on disclosure that CEO Daniel Springer purchased  66,882 shares of the common's stock, worth ~$5M.The shares were purchased at $73.20 - $77.07 price range in a ...</p>\n\n<a href=\"https://seekingalpha.com/news/3815051-docusign-stock-rises-as-ceo-buy-5m-in-company-shares\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","BK4528":"SaaS概念","DOCU":"Docusign"},"source_url":"https://seekingalpha.com/news/3815051-docusign-stock-rises-as-ceo-buy-5m-in-company-shares","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220772010","content_text":"DocuSign shares have popped 9.5% on disclosure that CEO Daniel Springer purchased  66,882 shares of the common's stock, worth ~$5M.The shares were purchased at $73.20 - $77.07 price range in a transaction dated Mar. 15, 2022.A look at DOCU's ownership composition:DocuSign plunged 20% on Mar. 11, 2022, after the electronic signature company posted fourth-quarter results that topped estimates, but provided guidance for slower growth, a concern for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074186157,"gmtCreate":1658317928479,"gmtModify":1676536139559,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074186157","repostId":"1179310436","repostType":4,"repost":{"id":"1179310436","kind":"news","pubTimestamp":1658306313,"share":"https://ttm.financial/m/news/1179310436?lang=&edition=fundamental","pubTime":"2022-07-20 16:38","market":"us","language":"en","title":"Tesla’s Earnings Are Impossible to Predict. Watch These 2 Points Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=1179310436","media":"Barrons","summary":"No one knows what to expect, or what investors will focus on, whenTeslareports its quarterlyearningson Wednesday, but the key points to watch are clear:cash flowand demand.Lockdownsin China to fight C","content":"<html><head></head><body><p>No one knows what to expect, or what investors will focus on, when Tesla reports its quarterly earnings on Wednesday, but the key points to watch are clear: cash flow and demand.</p><p>Lockdowns in China to fight Covid-19 had the effect of constraining production at Tesla (ticker: TSLA), as well as the entire Chinese auto industry, in the second quarter. The output lost at Tesla’s Shanghai plant, which is the company’s most-productive factory, makes it nearly impossible to accurately project the electric-vehicle maker’s profits.</p><p>All things considered, Tesla’ should probably earn less than what Wall Street expects. Profit forecasts for the second quarter started out at about $2.30 a share. Now they are at about $1.85, down about 20%. Forecasts for vehicles delivered, on the other hand, started out at about 350,000 units, but the company only delivered 254,695 cars during the quarter. That’s a 27% drop, seven percentage points worse than the decline in estimates.</p><p>Fewer deliveries reduce revenue, but the damage is likely to be worse in terms of profits. At any manufacturing company, percentage losses or gains in sales are typically magnified on the bottom line. Tesla, for instance, had all its fixed costs throughout the second quarter, but it didn’t have all of its production.</p><p>The setup for the second-quarter results announcement is similar to the situation <i>Barron’s</i> described before Tesla’s first-quarter results came out in April. Tesla had delivered fewer cars than Wall Street expected, but forecasts of earnings barely budged.</p><p>Still, earnings came in higher than expected, at $3.22 a share, about $1 higher than Wall Street projected. Prices for Tesla’s cars turned out to have been better than forecast and inflation didn’t raise costs as much as expected.</p><p>Inflation is still a problem, but vehicle prices continue to march higher. Prices for Tesla vehicles are up in the range of 25% to 30% year over year, according to the company’s website. Rising prices and costs may turn out to have been a wash for Tesla in the second quarter.</p><p>But in the first quarter, Chinese production was a record 182,174 units. In the second quarter, because of Covid, production fell to 112,583 cars. That matters because the Shanghai facility is the company’s lowest-cost operation.</p><p>At the same time, Tesla was ramping up production up at two new facilities, in Texas and Germany, in the second quarter. CEO Elon Musk referred to those plants as “money furnaces” in a recent interview. That could mean the process of boosting production has gone slower than expected. Tesla didn’t respond to a request for clarification of Musk’s comments.</p><p>All of those complexities mean that Tesla’s second-quarter earnings likely won’t offer a clear picture of the company’s prospects for the near and medium term. It makes more sense to focus on cash flow and order rates.</p><p>The consensus estimate for free cash flow started out the quarter at about $2 billion, but it is now at about $500 million. New Street Research analyst Pierre Ferragu believes Tesla might only break even in terms of free cash flow. That downbeat view comes from a man who rates the stock at Buy, with a target for the share price of $1,580, the highest on Wall Street, according to Bloomberg.</p><p>If Tesla turns out to have generated any free cash flow in the tough second quarter, investors should be pleased.</p><p>Orders for Tesla cars are another critical indicator, showing how well demand is holding up despite inflation, rising interest rates, and a slowing economy. “Watch the cadence of orders,” says Canaccord analyst George Gianarikas. “The good news for Tesla is they have so many orders.” The wait for a new, base-level, Model Y stretches into the first quarter of 2023.</p><p>Whether lead times are increasing or fall is a key factor for Gianarikas. He is positive about the stock, rating it at Buy. His target for the price is $801, which is 25 times his estimate of 2025 earnings per share.</p><p>Investors will probably have to wait for the earnings conference call to get details about orders and demand from management. Tune in at 5:30 p.m. Eastern time on Wednesday. Wedbush analyst Dan Ives hopes that Tesla will endorse its 50% unit growth guidance. Tesla’s goal is to grow volumes at 50% a year on average for the foreseeable future. Growth like that would put 2022 deliveries at about 1.4 million units.</p><p>Ives rates Tesla at Buy with a $1,000 price target.</p><p>Coming into Wednesday trading, Tesla stock is down about 30% so far this year, worse than the 17% and 25% comparable, respective declines of the S&amp;P 500 and Nasdaq Composite Index.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s Earnings Are Impossible to Predict. Watch These 2 Points Instead</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’s Earnings Are Impossible to Predict. Watch These 2 Points Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-20 16:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-earnings-what-to-watch-51658170299?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No one knows what to expect, or what investors will focus on, when Tesla reports its quarterly earnings on Wednesday, but the key points to watch are clear: cash flow and demand.Lockdowns in China to ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-earnings-what-to-watch-51658170299?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-earnings-what-to-watch-51658170299?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179310436","content_text":"No one knows what to expect, or what investors will focus on, when Tesla reports its quarterly earnings on Wednesday, but the key points to watch are clear: cash flow and demand.Lockdowns in China to fight Covid-19 had the effect of constraining production at Tesla (ticker: TSLA), as well as the entire Chinese auto industry, in the second quarter. The output lost at Tesla’s Shanghai plant, which is the company’s most-productive factory, makes it nearly impossible to accurately project the electric-vehicle maker’s profits.All things considered, Tesla’ should probably earn less than what Wall Street expects. Profit forecasts for the second quarter started out at about $2.30 a share. Now they are at about $1.85, down about 20%. Forecasts for vehicles delivered, on the other hand, started out at about 350,000 units, but the company only delivered 254,695 cars during the quarter. That’s a 27% drop, seven percentage points worse than the decline in estimates.Fewer deliveries reduce revenue, but the damage is likely to be worse in terms of profits. At any manufacturing company, percentage losses or gains in sales are typically magnified on the bottom line. Tesla, for instance, had all its fixed costs throughout the second quarter, but it didn’t have all of its production.The setup for the second-quarter results announcement is similar to the situation Barron’s described before Tesla’s first-quarter results came out in April. Tesla had delivered fewer cars than Wall Street expected, but forecasts of earnings barely budged.Still, earnings came in higher than expected, at $3.22 a share, about $1 higher than Wall Street projected. Prices for Tesla’s cars turned out to have been better than forecast and inflation didn’t raise costs as much as expected.Inflation is still a problem, but vehicle prices continue to march higher. Prices for Tesla vehicles are up in the range of 25% to 30% year over year, according to the company’s website. Rising prices and costs may turn out to have been a wash for Tesla in the second quarter.But in the first quarter, Chinese production was a record 182,174 units. In the second quarter, because of Covid, production fell to 112,583 cars. That matters because the Shanghai facility is the company’s lowest-cost operation.At the same time, Tesla was ramping up production up at two new facilities, in Texas and Germany, in the second quarter. CEO Elon Musk referred to those plants as “money furnaces” in a recent interview. That could mean the process of boosting production has gone slower than expected. Tesla didn’t respond to a request for clarification of Musk’s comments.All of those complexities mean that Tesla’s second-quarter earnings likely won’t offer a clear picture of the company’s prospects for the near and medium term. It makes more sense to focus on cash flow and order rates.The consensus estimate for free cash flow started out the quarter at about $2 billion, but it is now at about $500 million. New Street Research analyst Pierre Ferragu believes Tesla might only break even in terms of free cash flow. That downbeat view comes from a man who rates the stock at Buy, with a target for the share price of $1,580, the highest on Wall Street, according to Bloomberg.If Tesla turns out to have generated any free cash flow in the tough second quarter, investors should be pleased.Orders for Tesla cars are another critical indicator, showing how well demand is holding up despite inflation, rising interest rates, and a slowing economy. “Watch the cadence of orders,” says Canaccord analyst George Gianarikas. “The good news for Tesla is they have so many orders.” The wait for a new, base-level, Model Y stretches into the first quarter of 2023.Whether lead times are increasing or fall is a key factor for Gianarikas. He is positive about the stock, rating it at Buy. His target for the price is $801, which is 25 times his estimate of 2025 earnings per share.Investors will probably have to wait for the earnings conference call to get details about orders and demand from management. Tune in at 5:30 p.m. Eastern time on Wednesday. Wedbush analyst Dan Ives hopes that Tesla will endorse its 50% unit growth guidance. Tesla’s goal is to grow volumes at 50% a year on average for the foreseeable future. Growth like that would put 2022 deliveries at about 1.4 million units.Ives rates Tesla at Buy with a $1,000 price target.Coming into Wednesday trading, Tesla stock is down about 30% so far this year, worse than the 17% and 25% comparable, respective declines of the S&P 500 and Nasdaq Composite Index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068875886,"gmtCreate":1651758097045,"gmtModify":1676534963288,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068875886","repostId":"1198573292","repostType":4,"repost":{"id":"1198573292","kind":"news","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":1651757600,"share":"https://ttm.financial/m/news/1198573292?lang=&edition=fundamental","pubTime":"2022-05-05 21:33","market":"us","language":"en","title":"Dow Drops Nearly 300 Points, Giving Back Part of Wednesday’s Post-Fed Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1198573292","media":"Tiger Newspress","summary":"Stocks fell in early morning trade Thursday, putting Wall Street on track to give back some of sharp","content":"<html><head></head><body><p>Stocks fell in early morning trade Thursday, putting Wall Street on track to give back some of sharp gains seen in the previous session after the Federal Reserve raised rates by half a point.</p><p>Futures tied to the Dow Jones Industrial Average lost 222 points, or 0.7%. S&amp;P 500 futures and Nasdaq 100 futures fell 0.9% and 1.2%, respectively.</p><p>The moves come after a major rally for stocks on Wednesday. The Dow Jones Industrial Average on Wednesday rose 932 points, or 2.81%, and the S&amp;P 500 gained 2.99% for their biggest gains since 2020. The Nasdaq Composite jumped 3.19%.</p><p>Stocks rose for a third straight day to start the month, after the Fed increased its benchmark interest rate by 50 basis points, as expected, and said it would begin reducing its balance sheet in June. However, Fed Chair Jerome Powell said during his news conference that the Fed is “not actively considering” a larger 75 basis point rate hike, which appeared to spark a rally.</p><p>Some Wall Street strategists had suggested markets could see a relief rally after the rate increase. After Powell’s comments, investors seemed at ease about the central bank’s ability to slow inflation without triggering a recession.</p><p>Still, the Fed remains open to the prospect of taking rates above neutral to rein in inflation, Zachary Hill, head of portfolio strategy at Horizon Investments, noted.</p><p>“Despite the tightening that we have seen in financial conditions over the last few months, it is clear that the Fed would like to see them tighten further,” he said. “Higher equity valuations are incompatible with that desire, so unless supply chains heal rapidly or workers flood back into the labor force, any equity rallies are likely on borrowed time as Fed messaging becomes more hawkish once again.”</p><p>Carlyle Group co-founder David Rubenstein said investors need to get “back to reality” about the headwinds for markets and the economy, including the war in Russia and high inflation.</p><p>“We’re also looking at 50-basis-point increases the next two FOMC meetings. So we are going to be tightening a bit. I don’t think that is going to be tightening so much so that we’re going slow down the economy. ... but we still have to recognize that we have some real economic challenges in the United States,” Rubenstein said on CNBC’s “Squawk Box.”</p><p>The Treasury market saw a more dramatic reversal of Wednesday’s rally. The 10-year Treasury yield, which moves opposite of price, surged back above 3% on Thursday morning.</p><p>Even after stocks rallied to finish the day, the market saw big moves on the down side after hours as companies continued reporting financial results for the last quarter. Etsy tumbled more than 12% and eBay lost 5.8% in extended trading, on lighter-than-expected revenue guidance for the second quarter. Meanwhile, Booking Holdings shares advanced more than 8% after hours.</p><p>On Thursday morning, e-commerce company Shopify reported disappointing results on the top and bottom lines, sending the stock down 14%. Papa John’s, however, gained 3% after reporting a stronger-than-expected first quarter.</p><p>In economic data, weekly jobless claims came in slightly higher than expected and labor productivity dropped 7.5% in the first quarter for its fastest decline since 1947.</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>Dow Drops Nearly 300 Points, Giving Back Part of Wednesday’s Post-Fed 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\">\nDow Drops Nearly 300 Points, Giving Back Part of Wednesday’s Post-Fed Rally\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\">2022-05-05 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks fell in early morning trade Thursday, putting Wall Street on track to give back some of sharp gains seen in the previous session after the Federal Reserve raised rates by half a point.</p><p>Futures tied to the Dow Jones Industrial Average lost 222 points, or 0.7%. S&amp;P 500 futures and Nasdaq 100 futures fell 0.9% and 1.2%, respectively.</p><p>The moves come after a major rally for stocks on Wednesday. The Dow Jones Industrial Average on Wednesday rose 932 points, or 2.81%, and the S&amp;P 500 gained 2.99% for their biggest gains since 2020. The Nasdaq Composite jumped 3.19%.</p><p>Stocks rose for a third straight day to start the month, after the Fed increased its benchmark interest rate by 50 basis points, as expected, and said it would begin reducing its balance sheet in June. However, Fed Chair Jerome Powell said during his news conference that the Fed is “not actively considering” a larger 75 basis point rate hike, which appeared to spark a rally.</p><p>Some Wall Street strategists had suggested markets could see a relief rally after the rate increase. After Powell’s comments, investors seemed at ease about the central bank’s ability to slow inflation without triggering a recession.</p><p>Still, the Fed remains open to the prospect of taking rates above neutral to rein in inflation, Zachary Hill, head of portfolio strategy at Horizon Investments, noted.</p><p>“Despite the tightening that we have seen in financial conditions over the last few months, it is clear that the Fed would like to see them tighten further,” he said. “Higher equity valuations are incompatible with that desire, so unless supply chains heal rapidly or workers flood back into the labor force, any equity rallies are likely on borrowed time as Fed messaging becomes more hawkish once again.”</p><p>Carlyle Group co-founder David Rubenstein said investors need to get “back to reality” about the headwinds for markets and the economy, including the war in Russia and high inflation.</p><p>“We’re also looking at 50-basis-point increases the next two FOMC meetings. So we are going to be tightening a bit. I don’t think that is going to be tightening so much so that we’re going slow down the economy. ... but we still have to recognize that we have some real economic challenges in the United States,” Rubenstein said on CNBC’s “Squawk Box.”</p><p>The Treasury market saw a more dramatic reversal of Wednesday’s rally. The 10-year Treasury yield, which moves opposite of price, surged back above 3% on Thursday morning.</p><p>Even after stocks rallied to finish the day, the market saw big moves on the down side after hours as companies continued reporting financial results for the last quarter. Etsy tumbled more than 12% and eBay lost 5.8% in extended trading, on lighter-than-expected revenue guidance for the second quarter. Meanwhile, Booking Holdings shares advanced more than 8% after hours.</p><p>On Thursday morning, e-commerce company Shopify reported disappointing results on the top and bottom lines, sending the stock down 14%. Papa John’s, however, gained 3% after reporting a stronger-than-expected first quarter.</p><p>In economic data, weekly jobless claims came in slightly higher than expected and labor productivity dropped 7.5% in the first quarter for its fastest decline since 1947.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198573292","content_text":"Stocks fell in early morning trade Thursday, putting Wall Street on track to give back some of sharp gains seen in the previous session after the Federal Reserve raised rates by half a point.Futures tied to the Dow Jones Industrial Average lost 222 points, or 0.7%. S&P 500 futures and Nasdaq 100 futures fell 0.9% and 1.2%, respectively.The moves come after a major rally for stocks on Wednesday. The Dow Jones Industrial Average on Wednesday rose 932 points, or 2.81%, and the S&P 500 gained 2.99% for their biggest gains since 2020. The Nasdaq Composite jumped 3.19%.Stocks rose for a third straight day to start the month, after the Fed increased its benchmark interest rate by 50 basis points, as expected, and said it would begin reducing its balance sheet in June. However, Fed Chair Jerome Powell said during his news conference that the Fed is “not actively considering” a larger 75 basis point rate hike, which appeared to spark a rally.Some Wall Street strategists had suggested markets could see a relief rally after the rate increase. After Powell’s comments, investors seemed at ease about the central bank’s ability to slow inflation without triggering a recession.Still, the Fed remains open to the prospect of taking rates above neutral to rein in inflation, Zachary Hill, head of portfolio strategy at Horizon Investments, noted.“Despite the tightening that we have seen in financial conditions over the last few months, it is clear that the Fed would like to see them tighten further,” he said. “Higher equity valuations are incompatible with that desire, so unless supply chains heal rapidly or workers flood back into the labor force, any equity rallies are likely on borrowed time as Fed messaging becomes more hawkish once again.”Carlyle Group co-founder David Rubenstein said investors need to get “back to reality” about the headwinds for markets and the economy, including the war in Russia and high inflation.“We’re also looking at 50-basis-point increases the next two FOMC meetings. So we are going to be tightening a bit. I don’t think that is going to be tightening so much so that we’re going slow down the economy. ... but we still have to recognize that we have some real economic challenges in the United States,” Rubenstein said on CNBC’s “Squawk Box.”The Treasury market saw a more dramatic reversal of Wednesday’s rally. The 10-year Treasury yield, which moves opposite of price, surged back above 3% on Thursday morning.Even after stocks rallied to finish the day, the market saw big moves on the down side after hours as companies continued reporting financial results for the last quarter. Etsy tumbled more than 12% and eBay lost 5.8% in extended trading, on lighter-than-expected revenue guidance for the second quarter. Meanwhile, Booking Holdings shares advanced more than 8% after hours.On Thursday morning, e-commerce company Shopify reported disappointing results on the top and bottom lines, sending the stock down 14%. Papa John’s, however, gained 3% after reporting a stronger-than-expected first quarter.In economic data, weekly jobless claims came in slightly higher than expected and labor productivity dropped 7.5% in the first quarter for its fastest decline since 1947.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036311139,"gmtCreate":1646985788572,"gmtModify":1676534184606,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036311139","repostId":"1195233805","repostType":4,"repost":{"id":"1195233805","kind":"news","pubTimestamp":1646960442,"share":"https://ttm.financial/m/news/1195233805?lang=&edition=fundamental","pubTime":"2022-03-11 09:00","market":"us","language":"en","title":"7 Cathie Wood Stocks That Are Worth Buying in March","url":"https://stock-news.laohu8.com/highlight/detail?id=1195233805","media":"InvestorPlace","summary":"ARK Invest exchange-traded funds launched by Cathie Wood, CEO and chief investment officer of ARK In","content":"<html><head></head><body><p>ARK Invest exchange-traded funds launched by Cathie Wood, CEO and chief investment officer of ARK Investment Management, made the headlines in 2020 due to their stellar performance that year. These funds typically focus on disruptive technologies or themes that are likely to become part of high-growth stories over the next decade. And as a part of the success of these funds, so-called “Cathie Wood stocks” came to fruition.</p><p>However, ARK Invest ETFs were hit hard in the past year. Investor rotation from growth into value stocks crushed the overstretched valuations of many of these holdings. Now, Wall Street debates whether theseCathie Woodstocks offer buy-and-hold investors attractive entry points. Given the significant declines, they could potentially offer significant upside.</p><p>For instance, Cathie Wood’s flagship fund, the <b>ARK Innovation ETF</b> (NYSEARCA:<b><u>ARKK</u></b>), significantly underperformed the <b>Nasdaq 100</b> in 2021. It ended the year down more than 23%; whereas, the Nasdaq gained 26%. In addition, ARKK is down almost40% year-to-date (YTD) compared to Nasdaq’s20% decline over the same period.</p><p>Against this backdrop, here are seven Cathie Wood stocks worth buying in March:</p><ul><li><b>Mercadolibre</b>(NASDAQ:<b><u>MELI</u></b>)</li><li><b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>)</li><li><b>Spotify Technology</b>(NYSE:<b><u>SPOT</u></b>)</li><li><b>Teladoc Health</b>(NYSE:<b><u>TDOC</u></b>)</li><li><b>UiPath</b>(NYSE:<b><u>PATH</u></b>)</li><li><b>Unity Software</b>(NYSE:<b><u>U</u></b>)</li><li><b>Vertex Pharmaceuticals</b>(NASDAQ:<b><u>VRTX</u></b>)</li></ul><p><b>Cathie Wood Stocks: Mercadolibre</b>(MELI)</p><p>Our first stock is Mercadolibre, held in the <b>ARK Next Generation Internet ETF</b>(NYSEARCA:<b><u>ARKW</u></b>). Argentina-based Mercadolibre is an e-commerce giant with a network of roughly 132 million active buyers and 1 million sellers in Latin America. The region is widely regarded as the fastest-growing e-commerce region worldwide, with an e-commerce penetration level of only 10% expected by 2025.</p><p>Mercadolibreissued Q4 2021 results on Feb. 22. Revenuessurged74% year-over-year (YOY)on a currency-neutral basis to $2.1 billion. Yet, due to higher operating expenses and foreign currency losses, its net loss came in at $46.1 million, or a loss of 92 cents per diluted share. In the previous-year quarter, the net loss was $50.6 million. Cash and equivalents ended the period at $2.5 billion.</p><p>Unique active users across the e-commerce platform jumped from 78.7 million to 82.2 million during the quarter.As a result, fintech revenue saw a YOY increase of 70%, accounting for 37% of total revenue. In addition, Total Payment Volume (TPV)on its Mercado Pago payment platform increased to $24 billion, meaning YOY growth of 73%.</p><p>MELI stock hovers around $900, down 32% YTD. Shares are trading at a steep discount at 6.75 times trailing sales, the lowest since 2016. According to<i>CNN Business</i>, the 12-month median price forecast for MELI stock stands at $1,600.</p><p><b>Roku</b>(ROKU)</p><p>Our next stock isRoku, held in the ARKK fund. San Jose, California-based Roku offers an operating platform serving as a hub for thousands of streaming services. The company generates revenue from advertising, hardware sales, subscription sales, distribution fees and operating system (OS) licensing.</p><p>Management announcedQ4 2021 results on Feb. 17. Revenues grew 33% YOY to $865 million.Yet, net income declined to $23.7 million, or 17 cents per diluted share. In the previous-year quarter, net income was$67.3 million. Cash and equivalents ended the period at $2.1 billion.</p><p>Roku gained 8.9 million active accounts in 2021to reach 60.1 million. Roku’s total number of active accounts stateside has recently exceeded total subscribers to all U.S. cable companies combined. The average revenue per user came in at $41.03, up 43% YOY.</p><p>Businesses are increasingly using Roku’s digital platform to reach a wider audience. Management anticipates a revenue increase of roughly 25% for the current quarter.</p><p>ROKU stock is around $110, down 52% YTD. Shares are currently trading at5.8 times trailing sales. Meanwhile, the 12-month median price forecast for Roku stock is at $180.</p><p><b>Cathie Wood Stocks: Spotify Technology</b>(SPOT)</p><p>Next up is Spotify, also held in the ARKK fund. The Sweden-based Spotify is the leading audio streaming service and media services provider. Its platform serves 406 million monthly active users and 180 million premium subscribers. The streaming company generates revenue from its premium ad-free service and ad-supported access to music and podcasts.</p><p>Spotify released Q4 2021 results on Feb. 2. Revenue grew 24% YOY to2.69billion euros. Net loss narrowed to 39 million euros, or 21 euro cents per diluted share, down from 125 million euros in the prior-year quarter. Cash and equivalents ended the period at 3.6 billion euros.</p><p>The advertising business, which now accounts for 15% of its total revenue, grew 40% YOY in Q4. The rapid growth was primarily due to the recent launch of the Spotify Audience Network (SPAN), a dynamic advertising marketplace for both music and podcasts. The growing popularity of podcasts could provide significant upside potentialtoSpotify’s non-music advertising business.</p><p>SPOT stock hit a 52-week low of$125.84 on Mar. 8, but managed to bounce off that low to close at $131.68. Nevertheless, it is still down 45% YTD.</p><p>Considering the shares are trading at a cheap 2.4 times trailing sales, this recent selloff offers an attractive buying opportunity for long-term investors. The 12-month median price forecast for Spotifystands at$247.84.</p><p><b>Teladoc Health</b>(TDOC)</p><p>Continuing with our list is Teladoc Health, held in the <b>ARK Genomic Revolution ETF</b>(BATS:<b><u>ARKG</u></b>). The telehealth platform allows its clients to receive 24-hour, on-demand virtual medical care.</p><p>Last month, the company announced a new partnership with <b>Amazon</b> (NASDAQ:<b>AMZN</b>) to launchTeladoc on Alexa, Amazon’s digital assistant. The collaboration makes Teladoc’s services more accessible on supported Echo devices.</p><p>Teladocannounced Q4 2021 results on Feb. 22. Revenue grew 45% YOY to $554 million, which helped its net loss to shrink to $11 million, or 7 cents per share. In the prior-year quarter, the net loss was$394 million. Cash and equivalents ended the period with $894 million.</p><p>The total number of visits soared 38% YOY in 2021, reaching 15.3 million at the end of the year. Moreover, the average revenue per paid subscriber grew 52% YOY to $2.49. Management expects to grow its revenue at a compound annual rate of 25% through 2024.</p><p>TDOC stock is at $60 territory, down 67% over the past year and 35% YTD. Shares are trading at 4.9 times trailing sales. The 12-month median price forecast for Teladoc is at $100.</p><p><b>Cathie Wood Stocks: UiPath</b>(PATH)</p><p>Moving on, the next Cathie Wood stock to consider is UiPath, which is held in the <b>ARK Fintech Innovation ETF</b>(NYSEARCA:<b><u>ARKF</u></b>). It provides robotic process automation (RPA)solutions. Gartner and IDC both named UiPath a market leader in using artificial intelligence (AI) to automate enterprise workflows.</p><p>The company develops UiPath Studio, a platform designed for RPA developers looking to build complex process automations with built-in governance capabilities.</p><p>Uipath released Q3 FY22 results on Dec. 8. Revenue increased 50% YOY to $221 million. However, the company reported a net loss of $122.8 million, or 23 cents per diluted share, up from a loss of $70.8 million a year ago. Cash and equivalents ended the period at $1.8 billion.</p><p>Investors were pleased that the company delivered 58% annualized renewal run-rate growth in Q4. Existing clients spent 42% more on UiPath’s services than they did in the prior-year period as well.</p><p>PATH stock hit a 52-week low of $26.96 on Mar. 7. It’s down 36% YTD. Shares are trading at 17.6 times trailing sales, compared to 60 times last year. The 12-month median price forecast for Uipathstands at $57.50.</p><p><b>Cathie Wood Stocks: Unity Software</b>(U)</p><p>Our penultimate stock is Unity Software, held in the ARKK fund. The San Francisco, California-based Unity Software provides a platform to create interactive and real-time 2D and 3D content. Many popular games in the video game industry rely on its Unity gaming engine.</p><p>Management reportedQ4 2021 results on Feb. 3. Revenue increased 43% YOY to $316 million. Non-GAAP loss declined to $12 million, or 5 cents lost per share, down from $20.1 million. Cash and equivalents ended the quarter at $1.1 billion.</p><p>Unity Software continues to benefit from the growing demand for real-time 3D content across various industries outside of video gaming. Automotive, aerospace and defense (A&amp;D), architecture, engineering sectors have all witnessed increased adoption of the Unity engine.</p><p>Moreover, the emerging metaverse provides Unity with the perfect tailwind for further growth. As a result, the company anticipates an increase in its revenues of35% YOY to $1.5 billion in 2022.</p><p>Unity currently trades around $80, down about 40% YTD. Shares are trading at 20.8 times trailing sales, down from 40 last year. Meanwhile, the 12-month median price forecast for Unity stock is at $157.50.</p><p><b>Cathie Wood Stocks: Vertex Pharmaceuticals</b>(VRTX)</p><p>The final stock isVertex Pharmaceuticals, found in the ARKG fund. The Boston, Massachusetts-based biotech name focuses on discovering and developing small-molecule medicines to treat serious diseases.</p><p>For instance, in treating cystic fibrosis (CF), Vertex enjoys a monopoly. It has various drugs for treating different genetic mutations.</p><p>Vertex announced Q4 2021 results on Jan. 26. Revenue increased 27% YOY to $2.1 billion. Non-GAAP net income came in at $866 million, or $3.37 per diluted share, up from $661 million in the prior-year quarter. Cash and equivalents ended the period at $7.5 billion.</p><p>The new next-generation combination drug Trikaftadrove the top line growth in 2021. The drug is slated to help 90% of CF patients, a considerable step up from previous generation drugs. Currently, the company’s treatments are used by roughly half of the patients in the U.S., Canada, Europe and Australia. In addition, the company recently partnered with <b>CRISPR Therapeutics</b>(NASDAQ:<b><u>CRSP</u></b>) to develop a gene-editing therapy against beta-thalassemia and sickle cell disease.</p><p>VRTX stock currently hovers around $235, up 11% over the past year. Shares are trading at 16.1 times forward earnings and 8.1 times trailing sales. The 12-month median price forecast for Vertex stock stands at $275.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Cathie Wood Stocks That Are Worth Buying in March</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Cathie Wood Stocks That Are Worth Buying in March\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-11 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/7-cathie-wood-stocks-that-are-worth-buying-in-march/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARK Invest exchange-traded funds launched by Cathie Wood, CEO and chief investment officer of ARK Investment Management, made the headlines in 2020 due to their stellar performance that year. These ...</p>\n\n<a href=\"https://investorplace.com/2022/03/7-cathie-wood-stocks-that-are-worth-buying-in-march/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPOT":"Spotify Technology S.A.","ROKU":"Roku Inc","VRTX":"福泰制药","PATH":"UiPath","MELI":"MercadoLibre","U":"Unity Software Inc.","TDOC":"Teladoc Health Inc."},"source_url":"https://investorplace.com/2022/03/7-cathie-wood-stocks-that-are-worth-buying-in-march/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195233805","content_text":"ARK Invest exchange-traded funds launched by Cathie Wood, CEO and chief investment officer of ARK Investment Management, made the headlines in 2020 due to their stellar performance that year. These funds typically focus on disruptive technologies or themes that are likely to become part of high-growth stories over the next decade. And as a part of the success of these funds, so-called “Cathie Wood stocks” came to fruition.However, ARK Invest ETFs were hit hard in the past year. Investor rotation from growth into value stocks crushed the overstretched valuations of many of these holdings. Now, Wall Street debates whether theseCathie Woodstocks offer buy-and-hold investors attractive entry points. Given the significant declines, they could potentially offer significant upside.For instance, Cathie Wood’s flagship fund, the ARK Innovation ETF (NYSEARCA:ARKK), significantly underperformed the Nasdaq 100 in 2021. It ended the year down more than 23%; whereas, the Nasdaq gained 26%. In addition, ARKK is down almost40% year-to-date (YTD) compared to Nasdaq’s20% decline over the same period.Against this backdrop, here are seven Cathie Wood stocks worth buying in March:Mercadolibre(NASDAQ:MELI)Roku(NASDAQ:ROKU)Spotify Technology(NYSE:SPOT)Teladoc Health(NYSE:TDOC)UiPath(NYSE:PATH)Unity Software(NYSE:U)Vertex Pharmaceuticals(NASDAQ:VRTX)Cathie Wood Stocks: Mercadolibre(MELI)Our first stock is Mercadolibre, held in the ARK Next Generation Internet ETF(NYSEARCA:ARKW). Argentina-based Mercadolibre is an e-commerce giant with a network of roughly 132 million active buyers and 1 million sellers in Latin America. The region is widely regarded as the fastest-growing e-commerce region worldwide, with an e-commerce penetration level of only 10% expected by 2025.Mercadolibreissued Q4 2021 results on Feb. 22. Revenuessurged74% year-over-year (YOY)on a currency-neutral basis to $2.1 billion. Yet, due to higher operating expenses and foreign currency losses, its net loss came in at $46.1 million, or a loss of 92 cents per diluted share. In the previous-year quarter, the net loss was $50.6 million. Cash and equivalents ended the period at $2.5 billion.Unique active users across the e-commerce platform jumped from 78.7 million to 82.2 million during the quarter.As a result, fintech revenue saw a YOY increase of 70%, accounting for 37% of total revenue. In addition, Total Payment Volume (TPV)on its Mercado Pago payment platform increased to $24 billion, meaning YOY growth of 73%.MELI stock hovers around $900, down 32% YTD. Shares are trading at a steep discount at 6.75 times trailing sales, the lowest since 2016. According toCNN Business, the 12-month median price forecast for MELI stock stands at $1,600.Roku(ROKU)Our next stock isRoku, held in the ARKK fund. San Jose, California-based Roku offers an operating platform serving as a hub for thousands of streaming services. The company generates revenue from advertising, hardware sales, subscription sales, distribution fees and operating system (OS) licensing.Management announcedQ4 2021 results on Feb. 17. Revenues grew 33% YOY to $865 million.Yet, net income declined to $23.7 million, or 17 cents per diluted share. In the previous-year quarter, net income was$67.3 million. Cash and equivalents ended the period at $2.1 billion.Roku gained 8.9 million active accounts in 2021to reach 60.1 million. Roku’s total number of active accounts stateside has recently exceeded total subscribers to all U.S. cable companies combined. The average revenue per user came in at $41.03, up 43% YOY.Businesses are increasingly using Roku’s digital platform to reach a wider audience. Management anticipates a revenue increase of roughly 25% for the current quarter.ROKU stock is around $110, down 52% YTD. Shares are currently trading at5.8 times trailing sales. Meanwhile, the 12-month median price forecast for Roku stock is at $180.Cathie Wood Stocks: Spotify Technology(SPOT)Next up is Spotify, also held in the ARKK fund. The Sweden-based Spotify is the leading audio streaming service and media services provider. Its platform serves 406 million monthly active users and 180 million premium subscribers. The streaming company generates revenue from its premium ad-free service and ad-supported access to music and podcasts.Spotify released Q4 2021 results on Feb. 2. Revenue grew 24% YOY to2.69billion euros. Net loss narrowed to 39 million euros, or 21 euro cents per diluted share, down from 125 million euros in the prior-year quarter. Cash and equivalents ended the period at 3.6 billion euros.The advertising business, which now accounts for 15% of its total revenue, grew 40% YOY in Q4. The rapid growth was primarily due to the recent launch of the Spotify Audience Network (SPAN), a dynamic advertising marketplace for both music and podcasts. The growing popularity of podcasts could provide significant upside potentialtoSpotify’s non-music advertising business.SPOT stock hit a 52-week low of$125.84 on Mar. 8, but managed to bounce off that low to close at $131.68. Nevertheless, it is still down 45% YTD.Considering the shares are trading at a cheap 2.4 times trailing sales, this recent selloff offers an attractive buying opportunity for long-term investors. The 12-month median price forecast for Spotifystands at$247.84.Teladoc Health(TDOC)Continuing with our list is Teladoc Health, held in the ARK Genomic Revolution ETF(BATS:ARKG). The telehealth platform allows its clients to receive 24-hour, on-demand virtual medical care.Last month, the company announced a new partnership with Amazon (NASDAQ:AMZN) to launchTeladoc on Alexa, Amazon’s digital assistant. The collaboration makes Teladoc’s services more accessible on supported Echo devices.Teladocannounced Q4 2021 results on Feb. 22. Revenue grew 45% YOY to $554 million, which helped its net loss to shrink to $11 million, or 7 cents per share. In the prior-year quarter, the net loss was$394 million. Cash and equivalents ended the period with $894 million.The total number of visits soared 38% YOY in 2021, reaching 15.3 million at the end of the year. Moreover, the average revenue per paid subscriber grew 52% YOY to $2.49. Management expects to grow its revenue at a compound annual rate of 25% through 2024.TDOC stock is at $60 territory, down 67% over the past year and 35% YTD. Shares are trading at 4.9 times trailing sales. The 12-month median price forecast for Teladoc is at $100.Cathie Wood Stocks: UiPath(PATH)Moving on, the next Cathie Wood stock to consider is UiPath, which is held in the ARK Fintech Innovation ETF(NYSEARCA:ARKF). It provides robotic process automation (RPA)solutions. Gartner and IDC both named UiPath a market leader in using artificial intelligence (AI) to automate enterprise workflows.The company develops UiPath Studio, a platform designed for RPA developers looking to build complex process automations with built-in governance capabilities.Uipath released Q3 FY22 results on Dec. 8. Revenue increased 50% YOY to $221 million. However, the company reported a net loss of $122.8 million, or 23 cents per diluted share, up from a loss of $70.8 million a year ago. Cash and equivalents ended the period at $1.8 billion.Investors were pleased that the company delivered 58% annualized renewal run-rate growth in Q4. Existing clients spent 42% more on UiPath’s services than they did in the prior-year period as well.PATH stock hit a 52-week low of $26.96 on Mar. 7. It’s down 36% YTD. Shares are trading at 17.6 times trailing sales, compared to 60 times last year. The 12-month median price forecast for Uipathstands at $57.50.Cathie Wood Stocks: Unity Software(U)Our penultimate stock is Unity Software, held in the ARKK fund. The San Francisco, California-based Unity Software provides a platform to create interactive and real-time 2D and 3D content. Many popular games in the video game industry rely on its Unity gaming engine.Management reportedQ4 2021 results on Feb. 3. Revenue increased 43% YOY to $316 million. Non-GAAP loss declined to $12 million, or 5 cents lost per share, down from $20.1 million. Cash and equivalents ended the quarter at $1.1 billion.Unity Software continues to benefit from the growing demand for real-time 3D content across various industries outside of video gaming. Automotive, aerospace and defense (A&D), architecture, engineering sectors have all witnessed increased adoption of the Unity engine.Moreover, the emerging metaverse provides Unity with the perfect tailwind for further growth. As a result, the company anticipates an increase in its revenues of35% YOY to $1.5 billion in 2022.Unity currently trades around $80, down about 40% YTD. Shares are trading at 20.8 times trailing sales, down from 40 last year. Meanwhile, the 12-month median price forecast for Unity stock is at $157.50.Cathie Wood Stocks: Vertex Pharmaceuticals(VRTX)The final stock isVertex Pharmaceuticals, found in the ARKG fund. The Boston, Massachusetts-based biotech name focuses on discovering and developing small-molecule medicines to treat serious diseases.For instance, in treating cystic fibrosis (CF), Vertex enjoys a monopoly. It has various drugs for treating different genetic mutations.Vertex announced Q4 2021 results on Jan. 26. Revenue increased 27% YOY to $2.1 billion. Non-GAAP net income came in at $866 million, or $3.37 per diluted share, up from $661 million in the prior-year quarter. Cash and equivalents ended the period at $7.5 billion.The new next-generation combination drug Trikaftadrove the top line growth in 2021. The drug is slated to help 90% of CF patients, a considerable step up from previous generation drugs. Currently, the company’s treatments are used by roughly half of the patients in the U.S., Canada, Europe and Australia. In addition, the company recently partnered with CRISPR Therapeutics(NASDAQ:CRSP) to develop a gene-editing therapy against beta-thalassemia and sickle cell disease.VRTX stock currently hovers around $235, up 11% over the past year. Shares are trading at 16.1 times forward earnings and 8.1 times trailing sales. The 12-month median price forecast for Vertex stock stands at $275.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004774180,"gmtCreate":1642716377917,"gmtModify":1676533737901,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004774180","repostId":"1141140061","repostType":4,"repost":{"id":"1141140061","kind":"news","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":1642696063,"share":"https://ttm.financial/m/news/1141140061?lang=&edition=fundamental","pubTime":"2022-01-21 00:27","market":"us","language":"en","title":"Netflix could be Activision’s Plan B","url":"https://stock-news.laohu8.com/highlight/detail?id=1141140061","media":"Reuters","summary":"NEW YORK, Jan 20 (Reuters Breakingviews) - If Microsoft has kicked off the game of who could buy Act","content":"<html><head></head><body><p>NEW YORK, Jan 20 (Reuters Breakingviews) - If Microsoft has kicked off the game of who could buy Activision Blizzard, Netflix could be a surprise winner. The software giant’s $69 billion bid for the maker of “Call of Duty” is likely to run into trouble in Washington, which opens up the fray to rival bidders – particularly those who covet video game assets, and don’t face Microsoft’s high risk of regulatory challenges.</p><p>Microsoft agreed on Tuesday to pay Activision $95 per share in cash. That would be the Windows creator’s biggest dealread moreever. Yet investors are already telegraphing trouble ahead. Activision’s stock was trading at about a 15% discount to the offer price on Wednesday. Throw in a hefty break fee of up to $3 billion and it suggests regulatory risks are on the horizon.</p><p>While Microsoft hasn’t come in for scrutiny in the way Amazon.com , Google’s parent Alphabet, Facebook owner Meta Platforms or Apple have, it’s reasonable to think a $69 billion acquisition will raise hackles. At $2.3 trillion, Microsoft is second only in market value to Apple. The Department of Justice’s Jonathan Kanter and the Federal Trade Commission’s Lina Khan are moving away from traditional models of concentration, and are likely to testread moretheir theories in court.</p><p>That raises the possibility that another bidderread morecould turn investors’ heads, by offering a price similar to Microsoft’s, but with less risk of arduous antitrust battles. Netflix fits the bill. Its leaders Reed Hastings and Ted Sarandos have already highlighted gaming as a priority, and singled out Epic Games’ Fortnite as a rival for viewers’ attention. Netflix recently launched mobile games around franchises including “Stranger Things.” Unlike Microsoft, it currently doesn’t have a full-fledged gaming business.</p><p>True, the streaming firm has huge cash obligations to fund movies like “Don’t Look Up,” and is forecast to spend more than $18 billion this year according to MoffettNathanson estimates. But with a market value of $226 billion, it could always throw in a slug of stock. Though Netflix shares have sagged recently, they’ve delivered an annual return of 30% over the past five years, almost twice the return on Activision shares.</p><p>Part of that is precisely because Netflix has shunned splashy value-destructive acquisitions. Nonetheless, Hastings and Sarandos are right to worry about the competitive threat from Activision, Epic and their peers. And the only way to win is to play the game.</p><p><b>CONTEXT NEWS</b></p><p>- Microsoft said on Jan. 18 it plans to acquire Activision Blizzard for $95 a share in an all-cash transaction valued at $68.7 billion, inclusive of Activision’s net cash.</p><p>- The U.S. Department of Justice and the Federal Trade Commission said on the same day that they had begun the process of revising the agencies’ merger guidelines.</p><p>- Netflix will report fourth-quarter earnings on Jan. 20.</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>Netflix could be Activision’s Plan B</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\">\nNetflix could be Activision’s Plan B\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\">2022-01-21 00:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NEW YORK, Jan 20 (Reuters Breakingviews) - If Microsoft has kicked off the game of who could buy Activision Blizzard, Netflix could be a surprise winner. The software giant’s $69 billion bid for the maker of “Call of Duty” is likely to run into trouble in Washington, which opens up the fray to rival bidders – particularly those who covet video game assets, and don’t face Microsoft’s high risk of regulatory challenges.</p><p>Microsoft agreed on Tuesday to pay Activision $95 per share in cash. That would be the Windows creator’s biggest dealread moreever. Yet investors are already telegraphing trouble ahead. Activision’s stock was trading at about a 15% discount to the offer price on Wednesday. Throw in a hefty break fee of up to $3 billion and it suggests regulatory risks are on the horizon.</p><p>While Microsoft hasn’t come in for scrutiny in the way Amazon.com , Google’s parent Alphabet, Facebook owner Meta Platforms or Apple have, it’s reasonable to think a $69 billion acquisition will raise hackles. At $2.3 trillion, Microsoft is second only in market value to Apple. The Department of Justice’s Jonathan Kanter and the Federal Trade Commission’s Lina Khan are moving away from traditional models of concentration, and are likely to testread moretheir theories in court.</p><p>That raises the possibility that another bidderread morecould turn investors’ heads, by offering a price similar to Microsoft’s, but with less risk of arduous antitrust battles. Netflix fits the bill. Its leaders Reed Hastings and Ted Sarandos have already highlighted gaming as a priority, and singled out Epic Games’ Fortnite as a rival for viewers’ attention. Netflix recently launched mobile games around franchises including “Stranger Things.” Unlike Microsoft, it currently doesn’t have a full-fledged gaming business.</p><p>True, the streaming firm has huge cash obligations to fund movies like “Don’t Look Up,” and is forecast to spend more than $18 billion this year according to MoffettNathanson estimates. But with a market value of $226 billion, it could always throw in a slug of stock. Though Netflix shares have sagged recently, they’ve delivered an annual return of 30% over the past five years, almost twice the return on Activision shares.</p><p>Part of that is precisely because Netflix has shunned splashy value-destructive acquisitions. Nonetheless, Hastings and Sarandos are right to worry about the competitive threat from Activision, Epic and their peers. And the only way to win is to play the game.</p><p><b>CONTEXT NEWS</b></p><p>- Microsoft said on Jan. 18 it plans to acquire Activision Blizzard for $95 a share in an all-cash transaction valued at $68.7 billion, inclusive of Activision’s net cash.</p><p>- The U.S. Department of Justice and the Federal Trade Commission said on the same day that they had begun the process of revising the agencies’ merger guidelines.</p><p>- Netflix will report fourth-quarter earnings on Jan. 20.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141140061","content_text":"NEW YORK, Jan 20 (Reuters Breakingviews) - If Microsoft has kicked off the game of who could buy Activision Blizzard, Netflix could be a surprise winner. The software giant’s $69 billion bid for the maker of “Call of Duty” is likely to run into trouble in Washington, which opens up the fray to rival bidders – particularly those who covet video game assets, and don’t face Microsoft’s high risk of regulatory challenges.Microsoft agreed on Tuesday to pay Activision $95 per share in cash. That would be the Windows creator’s biggest dealread moreever. Yet investors are already telegraphing trouble ahead. Activision’s stock was trading at about a 15% discount to the offer price on Wednesday. Throw in a hefty break fee of up to $3 billion and it suggests regulatory risks are on the horizon.While Microsoft hasn’t come in for scrutiny in the way Amazon.com , Google’s parent Alphabet, Facebook owner Meta Platforms or Apple have, it’s reasonable to think a $69 billion acquisition will raise hackles. At $2.3 trillion, Microsoft is second only in market value to Apple. The Department of Justice’s Jonathan Kanter and the Federal Trade Commission’s Lina Khan are moving away from traditional models of concentration, and are likely to testread moretheir theories in court.That raises the possibility that another bidderread morecould turn investors’ heads, by offering a price similar to Microsoft’s, but with less risk of arduous antitrust battles. Netflix fits the bill. Its leaders Reed Hastings and Ted Sarandos have already highlighted gaming as a priority, and singled out Epic Games’ Fortnite as a rival for viewers’ attention. Netflix recently launched mobile games around franchises including “Stranger Things.” Unlike Microsoft, it currently doesn’t have a full-fledged gaming business.True, the streaming firm has huge cash obligations to fund movies like “Don’t Look Up,” and is forecast to spend more than $18 billion this year according to MoffettNathanson estimates. But with a market value of $226 billion, it could always throw in a slug of stock. Though Netflix shares have sagged recently, they’ve delivered an annual return of 30% over the past five years, almost twice the return on Activision shares.Part of that is precisely because Netflix has shunned splashy value-destructive acquisitions. Nonetheless, Hastings and Sarandos are right to worry about the competitive threat from Activision, Epic and their peers. And the only way to win is to play the game.CONTEXT NEWS- Microsoft said on Jan. 18 it plans to acquire Activision Blizzard for $95 a share in an all-cash transaction valued at $68.7 billion, inclusive of Activision’s net cash.- The U.S. Department of Justice and the Federal Trade Commission said on the same day that they had begun the process of revising the agencies’ merger guidelines.- Netflix will report fourth-quarter earnings on Jan. 20.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803388078,"gmtCreate":1627420271894,"gmtModify":1703489458597,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"please like","listText":"please like","text":"please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/803388078","repostId":"1180394633","repostType":4,"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177584066,"gmtCreate":1627252640755,"gmtModify":1703485878959,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"please like","listText":"please like","text":"please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/177584066","repostId":"2153878189","repostType":4,"repost":{"id":"2153878189","kind":"highlight","pubTimestamp":1627179426,"share":"https://ttm.financial/m/news/2153878189?lang=&edition=fundamental","pubTime":"2021-07-25 10:17","market":"hk","language":"en","title":"Amazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2153878189","media":"MarketWatch","summary":"Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further. Jeff Bezos has plenty of achievements under his belt, the most recent being his extraterrestrial excursion.But Amazon.com shareholders may not be so impressed. Bipartisan talk of antitrust actions against the e-commerce giant could mean that Amazon’s dominance could begin to face challenges from Washington. That comes as Bezos handed off the CEO role to Andy Jassy earlier this m","content":"<p>Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e897e40f58935774b2ab4c3f6bdce36a\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>Sea Ltd.'s Shopee e-commerce platform.</span></p>\n<p>Jeff Bezos has plenty of achievements under his belt, the most recent being his extraterrestrial excursion.</p>\n<p>But Amazon.com&nbsp;shareholders may not be so impressed. Bipartisan talk of&nbsp;antitrust actions&nbsp;against the e-commerce giant could mean that Amazon’s dominance could begin to face challenges from Washington. That comes as Bezos handed off the CEO role to Andy Jassy earlier this month.</p>\n<p>Shares of Amazon have underperformed the tech-heavy Nasdaq 100&nbsp;and the S&amp;P 500&nbsp;in 2021, even as the coronavirus pandemic forced Americans to rely on its service during the darkest days.</p>\n<p>Given all this, it is worth considering e-commerce alternatives if you’re worried that Amazon’s best days are behind it.</p>\n<p>Here are five smaller high-growth companies you may want to research:</p>\n<p><b>Sea</b></p>\n<p>Shares of&nbsp;Sea Ltd.&nbsp;are up about 45% in 2021, hitting new all-time highs as it continues its aggressive growth across Asia and Latin America.</p>\n<p>The Singapore-based company has a broad business model capitalizing on e-commerce and digital retail operations around the world. That includes its Garena digital entertainment platform that publishes video games and offers e-sports tie-ins, the Shopee e-commerce platform and SeaMoney digital financial services that include mobile payment services.</p>\n<p>Sea was a darling in 2020 as it rode the “stay at home trade” to great success. Revenue doubled year over year in 2020 to $4.4 billion, and the company’s momentum was the envy of Wall Street as Sea stock racked up roughly 640% gains on the calendar year.</p>\n<p>But the fundamentals shown by Sea in 2021 hint that the surge in share prices were justified. Consider that in its first-quarter report in May, revenue surged by about&nbsp;150%— while gross profit tripled year over year.</p>\n<p>With its next earnings report scheduled for mid-August, Sea stock could see another leg up as it continues to prove Amazon isn’t the only e-commerce name worth watching.</p>\n<p><b>Coupang</b></p>\n<p>While Sea has been a cult stock for a while in some circles, one Asian e-commerce stock that is still flying under the radar for many is Korea-based Coupang Inc..&nbsp;South Korea’s biggest e-commerce company began trading in March after an IPO that raised $4.6 billion, but since then shares have drifted lower — and other cult-like stocks have won all the attention.</p>\n<p>If you haven’t yet heard of Coupang, its model should be quite familiar. It sells various products including home goods, apparel, beauty products, sporting goods and electronics. It’s also looking beyond these tried-and-true categories to include a focus on fresh food and groceries, as well as services including travel and restaurant delivery.</p>\n<p>Though the fundamentals are light given its recent debut, the numbers we have do show this regional e-tailer is connecting in a big way in Korea. Namely, it saw net revenue growth of 74% in its first-quarter report in May, and gross profit up 70% year over year. Total customers grew 21%, and revenue per customer surged 44%.</p>\n<p>Admittedly, the total customer base in that quarter was just 16 million households — hardly Amazon-esque. And so far in 2021, share prices has slumped slightly, even though the S&amp;P 500 has powered higher. But remember, this is a company that just raised $4.6 billion — with a “B” — and is serious about growth. Considering the language and logistical barriers to competition in the markets it serves that clearly have long-term growth potential, investors may want to consider the lull in Coupang shares a buying opportunity.</p>\n<p><b>MercadoLibre</b></p>\n<p>Taking a page out of the playbook of Silicon Valley stocks that boast high share prices and a refusal to split, MercadoLibre Inc.&nbsp;is currently trading well above four figures — and based on recent history, seems as if it’s likely to stay there.</p>\n<p>MercadoLibre stock has cooled off in 2021 and is sitting on a slight loss year to date, compared with an uptrend broadly for U.S. stocks. However, that’s after this Latin American stock racked up 200% gains last year. Argentina-based MercadoLibre is hardly slowing down, however, as in the first quarter it reported&nbsp;70 million&nbsp;active users — an increase of 62% above the just over 43 million users in the prior year. Gross merchandise volume was up even more at a 77% year-over-year growth rate to just over $6 billion, compared with $3.4 billion in the first quarter of 2020.</p>\n<p>What’s really exciting for investors, however, is that the gains in core e-commerce transactions is supplemented by continued growth into financial services. MercadoLibre reported an impressive $2.9 billion in payment volume through its mobile wallet platform, and its Mercado Credito lending platform saw its portfolio grow to $576 million — more than doubling over the prior year.</p>\n<p>Amazon has taught e-commerce companies that dominating all aspects of the consumer experience is how to truly build a dominant operation. With MercadoLibre growing sales but also increasingly connecting on the financial side, it is setting up itself to be a force in Latin America — and a real competitor to even entrenched western e-commerce brands.</p>\n<p><b>Newegg</b></p>\n<p>Newegg Commerce Inc.&nbsp;is a consumer-electronics e-tailer that has a bit of a following in computer geek circles but largely has gone unnoticed by most consumers and investors. That is, until it spiked from $10 a share to a brief high above $60 a share in July.</p>\n<p>The inciting incident was news that Newegg would carry hard-to-get Nvidia&nbsp;graphics hardware, and theoretically see a big bump in revenue and profits as a result. However, Newegg may be proving that it is much more than just a tangential play piggybacking off Nvidia as it proves there is real value to specialty retailers that serve a specific audience — and can offer in-demand products instead of knock-offs propped up by fraudulent five-star reviews.</p>\n<p>Newegg went public via a SPAC, so it doesn’t have a lot of history to show investors just yet. But what little we know is proof that Newegg stock has potential. Consider it commands an impressive market share when it comes to core hardware items like PC processors, motherboards and the like. It also ranks as a top-five website worldwide when it comes to computer and electronics retailing sites, and is a go-to site for cryptocurrency miners as well as PC gamers.</p>\n<p>According to what we know about the financials, Newegg topped $2.1 billion in sales, thanks to its dominance in this profitable niche of computer components. And as evidenced by its recent Nvidia score, it has deep relationships with consumer electronics suppliers to ensure it is not just another Amazon clone selling cut-rate flat screens.</p>\n<p><b>Shopify</b></p>\n<p>If you’re interested in what life looks like for e-commerce beyond Amazon, look no further than Shopify Inc..This Canada-based tech company offers a platform for any company to build out web and mobile storefronts, integrate those operations into physical retail locations and then assist with the nitty gritty of inventory, shipping and payments.</p>\n<p>Shopify stock was one of those names that made a lot of headlines in 2020 as part of the pandemic-related surge in service providers made for social distancing. Shares surged from about $400 to $1,100 last year as a result of everyone looking to do business digitally. But in 2021, Shopify stock has tacked on almost 40% more, proving this is not just a COVID trade. After all, the e-commerce potential it helps merchants realize is real and lasting beyond the pandemic.</p>\n<p>Case in point:Fiscal first-quarter revenue growth&nbsp;reported at the end of April was a red hot 110%. But what long-term investors will like even more is that its subscription service metric MRR — that is, monthly recurring revenue — accelerated 62% year-over-year to prove that many of the initial spend on building out these platforms is sticking as clients maintain their Shopify presence.</p>\n<p>Shopify isn’t quite the scale of Amazon, but at $200 billion or so in market value right now with a comfortable operating profit to sustain it, investors who want to bet the field vs. Bezos &amp; Co. could do worse than plug into Shopify stock.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead</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\">\nAmazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/amazons-stock-looks-tired-consider-buying-shares-of-these-five-fast-growing-e-commerce-plays-instead-11627049582?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further\nSea Ltd.'s Shopee e-commerce platform.\nJeff Bezos has plenty of achievements under...</p>\n\n<a href=\"https://www.marketwatch.com/story/amazons-stock-looks-tired-consider-buying-shares-of-these-five-fast-growing-e-commerce-plays-instead-11627049582?mod=home-page\">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","AMZN":"亚马逊","NEGG":"Newegg Comm Inc.","SHOP":"Shopify Inc","MELI":"MercadoLibre","CPNG":"Coupang, Inc."},"source_url":"https://www.marketwatch.com/story/amazons-stock-looks-tired-consider-buying-shares-of-these-five-fast-growing-e-commerce-plays-instead-11627049582?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153878189","content_text":"Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further\nSea Ltd.'s Shopee e-commerce platform.\nJeff Bezos has plenty of achievements under his belt, the most recent being his extraterrestrial excursion.\nBut Amazon.com shareholders may not be so impressed. Bipartisan talk of antitrust actions against the e-commerce giant could mean that Amazon’s dominance could begin to face challenges from Washington. That comes as Bezos handed off the CEO role to Andy Jassy earlier this month.\nShares of Amazon have underperformed the tech-heavy Nasdaq 100 and the S&P 500 in 2021, even as the coronavirus pandemic forced Americans to rely on its service during the darkest days.\nGiven all this, it is worth considering e-commerce alternatives if you’re worried that Amazon’s best days are behind it.\nHere are five smaller high-growth companies you may want to research:\nSea\nShares of Sea Ltd. are up about 45% in 2021, hitting new all-time highs as it continues its aggressive growth across Asia and Latin America.\nThe Singapore-based company has a broad business model capitalizing on e-commerce and digital retail operations around the world. That includes its Garena digital entertainment platform that publishes video games and offers e-sports tie-ins, the Shopee e-commerce platform and SeaMoney digital financial services that include mobile payment services.\nSea was a darling in 2020 as it rode the “stay at home trade” to great success. Revenue doubled year over year in 2020 to $4.4 billion, and the company’s momentum was the envy of Wall Street as Sea stock racked up roughly 640% gains on the calendar year.\nBut the fundamentals shown by Sea in 2021 hint that the surge in share prices were justified. Consider that in its first-quarter report in May, revenue surged by about 150%— while gross profit tripled year over year.\nWith its next earnings report scheduled for mid-August, Sea stock could see another leg up as it continues to prove Amazon isn’t the only e-commerce name worth watching.\nCoupang\nWhile Sea has been a cult stock for a while in some circles, one Asian e-commerce stock that is still flying under the radar for many is Korea-based Coupang Inc.. South Korea’s biggest e-commerce company began trading in March after an IPO that raised $4.6 billion, but since then shares have drifted lower — and other cult-like stocks have won all the attention.\nIf you haven’t yet heard of Coupang, its model should be quite familiar. It sells various products including home goods, apparel, beauty products, sporting goods and electronics. It’s also looking beyond these tried-and-true categories to include a focus on fresh food and groceries, as well as services including travel and restaurant delivery.\nThough the fundamentals are light given its recent debut, the numbers we have do show this regional e-tailer is connecting in a big way in Korea. Namely, it saw net revenue growth of 74% in its first-quarter report in May, and gross profit up 70% year over year. Total customers grew 21%, and revenue per customer surged 44%.\nAdmittedly, the total customer base in that quarter was just 16 million households — hardly Amazon-esque. And so far in 2021, share prices has slumped slightly, even though the S&P 500 has powered higher. But remember, this is a company that just raised $4.6 billion — with a “B” — and is serious about growth. Considering the language and logistical barriers to competition in the markets it serves that clearly have long-term growth potential, investors may want to consider the lull in Coupang shares a buying opportunity.\nMercadoLibre\nTaking a page out of the playbook of Silicon Valley stocks that boast high share prices and a refusal to split, MercadoLibre Inc. is currently trading well above four figures — and based on recent history, seems as if it’s likely to stay there.\nMercadoLibre stock has cooled off in 2021 and is sitting on a slight loss year to date, compared with an uptrend broadly for U.S. stocks. However, that’s after this Latin American stock racked up 200% gains last year. Argentina-based MercadoLibre is hardly slowing down, however, as in the first quarter it reported 70 million active users — an increase of 62% above the just over 43 million users in the prior year. Gross merchandise volume was up even more at a 77% year-over-year growth rate to just over $6 billion, compared with $3.4 billion in the first quarter of 2020.\nWhat’s really exciting for investors, however, is that the gains in core e-commerce transactions is supplemented by continued growth into financial services. MercadoLibre reported an impressive $2.9 billion in payment volume through its mobile wallet platform, and its Mercado Credito lending platform saw its portfolio grow to $576 million — more than doubling over the prior year.\nAmazon has taught e-commerce companies that dominating all aspects of the consumer experience is how to truly build a dominant operation. With MercadoLibre growing sales but also increasingly connecting on the financial side, it is setting up itself to be a force in Latin America — and a real competitor to even entrenched western e-commerce brands.\nNewegg\nNewegg Commerce Inc. is a consumer-electronics e-tailer that has a bit of a following in computer geek circles but largely has gone unnoticed by most consumers and investors. That is, until it spiked from $10 a share to a brief high above $60 a share in July.\nThe inciting incident was news that Newegg would carry hard-to-get Nvidia graphics hardware, and theoretically see a big bump in revenue and profits as a result. However, Newegg may be proving that it is much more than just a tangential play piggybacking off Nvidia as it proves there is real value to specialty retailers that serve a specific audience — and can offer in-demand products instead of knock-offs propped up by fraudulent five-star reviews.\nNewegg went public via a SPAC, so it doesn’t have a lot of history to show investors just yet. But what little we know is proof that Newegg stock has potential. Consider it commands an impressive market share when it comes to core hardware items like PC processors, motherboards and the like. It also ranks as a top-five website worldwide when it comes to computer and electronics retailing sites, and is a go-to site for cryptocurrency miners as well as PC gamers.\nAccording to what we know about the financials, Newegg topped $2.1 billion in sales, thanks to its dominance in this profitable niche of computer components. And as evidenced by its recent Nvidia score, it has deep relationships with consumer electronics suppliers to ensure it is not just another Amazon clone selling cut-rate flat screens.\nShopify\nIf you’re interested in what life looks like for e-commerce beyond Amazon, look no further than Shopify Inc..This Canada-based tech company offers a platform for any company to build out web and mobile storefronts, integrate those operations into physical retail locations and then assist with the nitty gritty of inventory, shipping and payments.\nShopify stock was one of those names that made a lot of headlines in 2020 as part of the pandemic-related surge in service providers made for social distancing. Shares surged from about $400 to $1,100 last year as a result of everyone looking to do business digitally. But in 2021, Shopify stock has tacked on almost 40% more, proving this is not just a COVID trade. After all, the e-commerce potential it helps merchants realize is real and lasting beyond the pandemic.\nCase in point:Fiscal first-quarter revenue growth reported at the end of April was a red hot 110%. But what long-term investors will like even more is that its subscription service metric MRR — that is, monthly recurring revenue — accelerated 62% year-over-year to prove that many of the initial spend on building out these platforms is sticking as clients maintain their Shopify presence.\nShopify isn’t quite the scale of Amazon, but at $200 billion or so in market value right now with a comfortable operating profit to sustain it, investors who want to bet the field vs. Bezos & Co. could do worse than plug into Shopify stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178668951,"gmtCreate":1626818280273,"gmtModify":1703765620151,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"please like and comment","listText":"please like and comment","text":"please like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/178668951","repostId":"2152657163","repostType":4,"repost":{"id":"2152657163","kind":"highlight","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":1626795120,"share":"https://ttm.financial/m/news/2152657163?lang=&edition=fundamental","pubTime":"2021-07-20 23:32","market":"hk","language":"en","title":"AMC to reopen two of the top-grossing movie theaters in Los Angeles","url":"https://stock-news.laohu8.com/highlight/detail?id=2152657163","media":"Dow Jones","summary":"Cinema chain to take over leases for the Grove and the Americana from Pacific Theaters.\n\nAMC jumped ","content":"<blockquote>\n Cinema chain to take over leases for the Grove and the Americana from Pacific Theaters.\n</blockquote>\n<p><b>AMC</b><b>&nbsp;jumped&nbsp;nearly&nbsp;9%&nbsp;in&nbsp;morning&nbsp;trading.</b></p>\n<p><img src=\"https://static.tigerbbs.com/39be46abc677a91e48d845a873557c43\" tg-width=\"824\" tg-height=\"609\" width=\"100%\" height=\"auto\"></p>\n<p>AMC Entertainment Holdings Inc., the world's largest movie-theater chain, is reopening two of the top-grossing theaters in the Los Angeles area, which have been shuttered for more than a year.</p>\n<p>AMC <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> said Monday it has reached a long-term lease agreement with privately held real-estate company Caruso, which owns the properties, for the 14-screen Grove Theatre in Los Angeles' Grove shopping center and the 18-screen Americana at Brand Theatre in nearby Glendale, Calif.</p>\n<p>The two theaters were previously run by Pacific Theatres, which announced in April that they, along with 15 other Pacific and ArcLight cinemas nationwide, including Hollywood's iconic Cinerama Dome, would not reopen. The theaters have been closed since early 2020 due to the pandemic.</p>\n<p>AMC said the two theaters will reopen to movie-goers in August. Movie theaters are only now starting to recover from the devastating closures; last week, AMC reported its best weekend for attendance in 16 months, adding that eight of the 10 busiest U.S. movie theaters were run by AMC.</p>\n<p>In 2018, the Grove was the second-highest-grossing movie theater in the Los Angeles area, while the Americana ranked fifth, AMC said Monday.</p>\n<p>AMC may not be done, saying it \"remains in active discussions with other property owners regarding additional currently closed locations.\"</p>\n<p>\"The Grove and The Americana at Brand theatres are among the most successful theatres in the greater Los Angeles area,\" AMC Chief Executive Adam Aron said in a statement. \"AMC is proud to be expanding in the movie-making capital of the world.\"</p>\n<p>AMC shares have been volatile in recent months, and have sunk 41% over the past month. Still, AMC is up more than 1,500% year to date, thanks to the meteoric rise by it and other meme stocks earlier this year.</p>","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>AMC to reopen two of the top-grossing movie theaters in Los Angeles</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\">\nAMC to reopen two of the top-grossing movie theaters in Los Angeles\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\">2021-07-20 23:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Cinema chain to take over leases for the Grove and the Americana from Pacific Theaters.\n</blockquote>\n<p><b>AMC</b><b>&nbsp;jumped&nbsp;nearly&nbsp;9%&nbsp;in&nbsp;morning&nbsp;trading.</b></p>\n<p><img src=\"https://static.tigerbbs.com/39be46abc677a91e48d845a873557c43\" tg-width=\"824\" tg-height=\"609\" width=\"100%\" height=\"auto\"></p>\n<p>AMC Entertainment Holdings Inc., the world's largest movie-theater chain, is reopening two of the top-grossing theaters in the Los Angeles area, which have been shuttered for more than a year.</p>\n<p>AMC <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> said Monday it has reached a long-term lease agreement with privately held real-estate company Caruso, which owns the properties, for the 14-screen Grove Theatre in Los Angeles' Grove shopping center and the 18-screen Americana at Brand Theatre in nearby Glendale, Calif.</p>\n<p>The two theaters were previously run by Pacific Theatres, which announced in April that they, along with 15 other Pacific and ArcLight cinemas nationwide, including Hollywood's iconic Cinerama Dome, would not reopen. The theaters have been closed since early 2020 due to the pandemic.</p>\n<p>AMC said the two theaters will reopen to movie-goers in August. Movie theaters are only now starting to recover from the devastating closures; last week, AMC reported its best weekend for attendance in 16 months, adding that eight of the 10 busiest U.S. movie theaters were run by AMC.</p>\n<p>In 2018, the Grove was the second-highest-grossing movie theater in the Los Angeles area, while the Americana ranked fifth, AMC said Monday.</p>\n<p>AMC may not be done, saying it \"remains in active discussions with other property owners regarding additional currently closed locations.\"</p>\n<p>\"The Grove and The Americana at Brand theatres are among the most successful theatres in the greater Los Angeles area,\" AMC Chief Executive Adam Aron said in a statement. \"AMC is proud to be expanding in the movie-making capital of the world.\"</p>\n<p>AMC shares have been volatile in recent months, and have sunk 41% over the past month. Still, AMC is up more than 1,500% year to date, thanks to the meteoric rise by it and other meme stocks earlier this year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152657163","content_text":"Cinema chain to take over leases for the Grove and the Americana from Pacific Theaters.\n\nAMC jumped nearly 9% in morning trading.\n\nAMC Entertainment Holdings Inc., the world's largest movie-theater chain, is reopening two of the top-grossing theaters in the Los Angeles area, which have been shuttered for more than a year.\nAMC $(AMC)$ said Monday it has reached a long-term lease agreement with privately held real-estate company Caruso, which owns the properties, for the 14-screen Grove Theatre in Los Angeles' Grove shopping center and the 18-screen Americana at Brand Theatre in nearby Glendale, Calif.\nThe two theaters were previously run by Pacific Theatres, which announced in April that they, along with 15 other Pacific and ArcLight cinemas nationwide, including Hollywood's iconic Cinerama Dome, would not reopen. The theaters have been closed since early 2020 due to the pandemic.\nAMC said the two theaters will reopen to movie-goers in August. Movie theaters are only now starting to recover from the devastating closures; last week, AMC reported its best weekend for attendance in 16 months, adding that eight of the 10 busiest U.S. movie theaters were run by AMC.\nIn 2018, the Grove was the second-highest-grossing movie theater in the Los Angeles area, while the Americana ranked fifth, AMC said Monday.\nAMC may not be done, saying it \"remains in active discussions with other property owners regarding additional currently closed locations.\"\n\"The Grove and The Americana at Brand theatres are among the most successful theatres in the greater Los Angeles area,\" AMC Chief Executive Adam Aron said in a statement. \"AMC is proud to be expanding in the movie-making capital of the world.\"\nAMC shares have been volatile in recent months, and have sunk 41% over the past month. Still, AMC is up more than 1,500% year to date, thanks to the meteoric rise by it and other meme stocks earlier this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931982222,"gmtCreate":1662383453866,"gmtModify":1676537049266,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9931982222","repostId":"2264274049","repostType":4,"repost":{"id":"2264274049","kind":"highlight","pubTimestamp":1662364924,"share":"https://ttm.financial/m/news/2264274049?lang=&edition=fundamental","pubTime":"2022-09-05 16:02","market":"us","language":"en","title":"3 Stocks Cathie Wood Is Buying That Should Be on Your List Too","url":"https://stock-news.laohu8.com/highlight/detail?id=2264274049","media":"Motley Fool","summary":"The ARK ETFs have clicked the buy button on these growth stocks recently, and they still look ripe for the plucking.","content":"<html><head></head><body><p>Back-to-school supplies and updates to your autumn wardrobe are popular things on people&#39;s shopping lists these days. Noted investor and Ark Invest CEO Cathie Wood, meanwhile, has been scooping up shares of growth stocks for her various ARK exchange-traded funds (ETFs).</p><p>While I can&#39;t say that I agree with all of Wood&#39;s stock purchases over the past few months, there are some stocks that her funds have snatched up that would seem to fit well in other growth investors&#39; portfolios. They include <b>Ginkgo Bioworks</b>, <b>Monday.com</b>, and <b>Trimble</b>. Let&#39;s find out a bit more about these three Cathie Wood stocks that are worth more consideration.</p><h2>1. Ginkgo Bioworks</h2><p>A leader in the field of synthetic biology, or synbio, Ginkgo Bioworks specializes in providing its customers with improved molecules. Essentially, the company acts like an architect. Customers -- from a variety of industries, including food, pharmaceuticals, and cosmetics -- inform Ginkgo of their needs, and Ginkgo designs the blueprints for new and improved microbes. Often, Ginkgo will earn royalties or equity interests as a result of these partnerships, providing the company with good foresight into future cash flows.</p><p>Like many growth stocks this year, shares of Ginkgo have fallen steeply -- about 68.7% -- as investors shy away from investments that represent higher degrees of risk. However, the stock&#39;s plunge is not reflective of something inherently wrong with the company. This is something with which Wood seems to be familiar. Throughout August, the <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b> has purchased more than 7.34 million shares of Ginkgo Bioworks.</p><p>The company doesn&#39;t project profitability on an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) basis until 2025. In the meantime, though, investors can monitor the company&#39;s ability to launch new programs -- 60 are forecasted in 2022 -- as a positive sign that the company&#39;s offerings are in consistently high demand.</p><h2>2. Monday.com</h2><p>Also appearing on Wood&#39;s shopping list is the open platform stock Monday.com. The <b><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></b> has been steadily increasing its position in Monday.com throughout 2022, adding 164,500 shares in February through May and 30,075 shares, most recently, in June.</p><p>The advantage of Monday.com&#39;s platform is that it allows customers to develop a customizable workflow experience -- selecting from the different apps available on its platform -- without the need for complex coding or adherence to a nonflexible infrastructure. Simply put, Monday.com&#39;s platform makes it easier for customers to work online. And with our lives becoming increasingly dependent on our ability to manage things online, Monday.com&#39;s ability to provide an easier solution is something that is highly attractive.</p><p>Monday.com has excelled at growing revenue over the past three years: Sales have soared at a compound annual growth rate of 99% from 2019 to 2021. The company recently announced a strong second-quarter 2022 performance, and management is bullish on the coming year regarding free cash flow generation.</p><p>On the company&#39;s Q2 2022 conference call, Eliran Glazer, the company&#39;s CFO, said that management expects &#34;to see a shift toward breakeven or some free cash flow positive&#34; in the second half of 2023.</p><h2>3. Trimble</h2><p>Occupying an increasingly larger position in two ETFs this summer, Trimble is a stock that first made an appearance in an ARK ETF in September 2020. Wood most recently picked up shares of Trimble in July, when the <b>ARK Space Exploration &amp; Innovation ETF</b> picked up 25,073 shares, and the <b>ARK</b> <b>Autonomous Technology &amp; Robotics ETF</b> added 93,392 shares.</p><p>Trimble is a leader in positioning systems. On both local and global scales, Trimble helps a diverse range of customers from industries including agriculture, construction, and transportation. With the data it collects from its positioning solutions, Trimble is also able to offer customers sophisticated modeling, analysis, and autonomous technology solutions.</p><p>Customers need to have accurate positioning data that are subsequently converted into modeling solutions and analytics, which is hardly something that will wane in the coming years. Instead, Trimble&#39;s offerings will likely grow in demand as customers&#39; positioning and data needs become more sophisticated. The high interest in Trimble&#39;s offerings, in fact, is already recognizable in the company&#39;s substantial backlog of approximately $1.6 billion as of the end of Q2 2022.</p><h2>A last look at Cathie Wood&#39;s shopping list</h2><p>On balance, growth investors are more comfortable taking on risk in their investments, but that&#39;s not to say that all growth stocks represent the same risk. Trimble, for example, has a long runway of growth ahead of it, yet the company already generates positive free cash flow, mitigating the amount of risk. For investors looking to take on more risk in pursuit of greater rewards, conversely, Ginkgo Bioworks and Monday.com are better options.</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 Stocks Cathie Wood Is Buying That Should Be on Your List 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\">\n3 Stocks Cathie Wood Is Buying That Should Be on Your List Too\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 16:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/02/stocks-cathie-wood-buying-that-should-be-on-list/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Back-to-school supplies and updates to your autumn wardrobe are popular things on people's shopping lists these days. Noted investor and Ark Invest CEO Cathie Wood, meanwhile, has been scooping up ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/02/stocks-cathie-wood-buying-that-should-be-on-list/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MNDY":"Monday.com Ltd.","DNA":"Ginkgo Bioworks Holdings Inc.","TRMB":"天宝导航"},"source_url":"https://www.fool.com/investing/2022/09/02/stocks-cathie-wood-buying-that-should-be-on-list/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264274049","content_text":"Back-to-school supplies and updates to your autumn wardrobe are popular things on people's shopping lists these days. Noted investor and Ark Invest CEO Cathie Wood, meanwhile, has been scooping up shares of growth stocks for her various ARK exchange-traded funds (ETFs).While I can't say that I agree with all of Wood's stock purchases over the past few months, there are some stocks that her funds have snatched up that would seem to fit well in other growth investors' portfolios. They include Ginkgo Bioworks, Monday.com, and Trimble. Let's find out a bit more about these three Cathie Wood stocks that are worth more consideration.1. Ginkgo BioworksA leader in the field of synthetic biology, or synbio, Ginkgo Bioworks specializes in providing its customers with improved molecules. Essentially, the company acts like an architect. Customers -- from a variety of industries, including food, pharmaceuticals, and cosmetics -- inform Ginkgo of their needs, and Ginkgo designs the blueprints for new and improved microbes. Often, Ginkgo will earn royalties or equity interests as a result of these partnerships, providing the company with good foresight into future cash flows.Like many growth stocks this year, shares of Ginkgo have fallen steeply -- about 68.7% -- as investors shy away from investments that represent higher degrees of risk. However, the stock's plunge is not reflective of something inherently wrong with the company. This is something with which Wood seems to be familiar. Throughout August, the ARK Innovation ETF has purchased more than 7.34 million shares of Ginkgo Bioworks.The company doesn't project profitability on an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) basis until 2025. In the meantime, though, investors can monitor the company's ability to launch new programs -- 60 are forecasted in 2022 -- as a positive sign that the company's offerings are in consistently high demand.2. Monday.comAlso appearing on Wood's shopping list is the open platform stock Monday.com. The ARK Next Generation Internet ETF has been steadily increasing its position in Monday.com throughout 2022, adding 164,500 shares in February through May and 30,075 shares, most recently, in June.The advantage of Monday.com's platform is that it allows customers to develop a customizable workflow experience -- selecting from the different apps available on its platform -- without the need for complex coding or adherence to a nonflexible infrastructure. Simply put, Monday.com's platform makes it easier for customers to work online. And with our lives becoming increasingly dependent on our ability to manage things online, Monday.com's ability to provide an easier solution is something that is highly attractive.Monday.com has excelled at growing revenue over the past three years: Sales have soared at a compound annual growth rate of 99% from 2019 to 2021. The company recently announced a strong second-quarter 2022 performance, and management is bullish on the coming year regarding free cash flow generation.On the company's Q2 2022 conference call, Eliran Glazer, the company's CFO, said that management expects \"to see a shift toward breakeven or some free cash flow positive\" in the second half of 2023.3. TrimbleOccupying an increasingly larger position in two ETFs this summer, Trimble is a stock that first made an appearance in an ARK ETF in September 2020. Wood most recently picked up shares of Trimble in July, when the ARK Space Exploration & Innovation ETF picked up 25,073 shares, and the ARK Autonomous Technology & Robotics ETF added 93,392 shares.Trimble is a leader in positioning systems. On both local and global scales, Trimble helps a diverse range of customers from industries including agriculture, construction, and transportation. With the data it collects from its positioning solutions, Trimble is also able to offer customers sophisticated modeling, analysis, and autonomous technology solutions.Customers need to have accurate positioning data that are subsequently converted into modeling solutions and analytics, which is hardly something that will wane in the coming years. Instead, Trimble's offerings will likely grow in demand as customers' positioning and data needs become more sophisticated. The high interest in Trimble's offerings, in fact, is already recognizable in the company's substantial backlog of approximately $1.6 billion as of the end of Q2 2022.A last look at Cathie Wood's shopping listOn balance, growth investors are more comfortable taking on risk in their investments, but that's not to say that all growth stocks represent the same risk. Trimble, for example, has a long runway of growth ahead of it, yet the company already generates positive free cash flow, mitigating the amount of risk. For investors looking to take on more risk in pursuit of greater rewards, conversely, Ginkgo Bioworks and Monday.com are better options.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033413377,"gmtCreate":1646345419335,"gmtModify":1676534118454,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033413377","repostId":"1192357642","repostType":4,"repost":{"id":"1192357642","kind":"news","pubTimestamp":1646274599,"share":"https://ttm.financial/m/news/1192357642?lang=&edition=fundamental","pubTime":"2022-03-03 10:29","market":"us","language":"en","title":"Sea Ltd.: It's Not Growth At All Costs - Buy On Market Overreaction","url":"https://stock-news.laohu8.com/highlight/detail?id=1192357642","media":"seekingalpha","summary":"SummarySea Limited posted a decent FQ4 card. However, the market was disappointed with Garena's FY22","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Sea Limited posted a decent FQ4 card. However, the market was disappointed with Garena&#39;s FY22 guidance.</li><li>But, these investors may have also missed out on management&#39;s commentary on its path towards profitability. It&#39;s getting closer.</li><li>We discuss why investors should add SE stock given the market&#39;s overreaction over Garena&#39;s numbers.</li></ul><p><b>Investment Thesis</b></p><p>Sea Limited (SE) reported its FQ4 earnings card yesterday. Unfortunately, what seemed like a decent card with robust e-commerce and FinTech momentum was overshadowed by its FY22 guidance.</p><p>Sea guided Garena bookings to decline to $3B (midpoint) in FY22, from $4.6B in FY21. It represented a marked 34.8% YoY drop. Sea attributed it mainly to growth normalization trends from post-pandemic reopenings. It also highlighted the uncertainty caused by the recent Free Fire ban by the Indian regulators on &#34;security concerns&#34; linked to China.</p><p>Nevertheless, the company also unveiled notable commentary on its path to profitability for its Shopee e-commerce and its SeaMoney FinTech segment. Investors had been concerned whether Shopee would continue to burn cash &#34;unsustainably&#34; in its bid to gain market leadership. Furthermore, the company also discussed in detail Shopee&#39;s robust momentum in Brazil for the first time. Previously, Sea has been reticent to share insights on its foray into MercadoLibre&#39;s (MELI) most prized geographical market. But, Shopee&#39;s nascent gains demonstrated that Sea has a viable and formidable market penetration strategy even when facing a dominant incumbent like MercadoLibre.</p><p>Therefore, Sea was reminding investors that it&#39;s still growing fast and is achieving self-sustainability in its core markets. We discuss why investors should capitalize on the market overreaction to add exposure now.</p><p><b>SE Stock Key Metrics</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8060ec5fd4c3d25e5b11325d8b7c0bb\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>SE stock valuation metrics(TIKR)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a6e0f82c6549f6b114aa47a9b4e4ccd\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>SE stock consensus price targets Vs. stock performance(TIKR)</span></p><p>SE stock has been marked down significantly from its all-time high of $372 in October. Notably, Sea investors have experienced a significant collapse in its stock price, as it lost 66% of its value over the last three months. Beset by the reopening headwinds,Tencent&#39;s(OTCPK:TCEHY)divestment, and its recent India ban, early SE investors seemed to have cashed in on their gains rapidly.</p><p>But, we think the steep sell-off has also presented long-term investors with a significant opportunity to add exposure. SE stock is trading at less than 5x NTM Revenue (5Y mean: 8.5x). Nevertheless, its weak FCF yield demonstrates that Sea Limited has not been calibrated for FCF profitability yet. But, the company has also indicated a viable path towards profitability in 2022 for its core markets. Therefore, we think its profitability guidance is material and highlights the strength of Sea&#39;s long-term execution prowess.</p><p>Nevertheless, we agree that the consensus estimates and price targets (PTs) have been too optimistic. Sea wasn&#39;t affected by the reopenings headwinds initially as its core markets have not accelerated their reopening cadence. However, the accelerated reopenings in Q4&#39;21 resulted in significant headwinds on Garena&#39;s growth and profitability. As a result, the market has been spot on while the average and conservative PTs have gotten it wrong recently. Given the decline in Garena&#39;s growth and profitability, we expect SE stock&#39;s PTs to be further revised downwards in the near term.</p><p><b>Where is Sea Limited Heading in 2022?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c23ba6633636b5ca1b8241ae1433387\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Garena Bookings(Company filings)</span></p><p>The focus on Sea Limited was obviously on Garena. Garena reported an underwhelming FQ4, in which it posted Bookings of $1.1B. Moreover, while its full-year Bookings of $4.6B were up 44.3% YoY, it guided for just $3B (midpoint) in Bookings for FY22. Therefore, it represented a significant and unexpected decline of 34.8%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa500da440de10312b22fc5d9c4ca6d8\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Garena adjusted EBITDA share of Bookings %(Company filings)</span></p><p>Furthermore, Garena&#39;s adjusted EBITDA margins (share of Bookings) have also been trending downwards. Therefore, Garena has certainly been hit by weaker overall engagement, which has also significantly impacted monetization. As a result, Garena reported 54.8% in adjusted EBITDA margin in FQ4 compared to 65.5% in the previous year. Therefore, investors were justifiably concerned whether Sea Limited can still support its high-growth Shopee machine as its main cash cow slows down considerably moving forward.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/523e57ebd49bac780a0e0f586be7c356\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Shopee GMV(Company filings)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8578996523bc88fc20b2e45734b50b92\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Shopee take rate %(Company filings)</span></p><p>But, when we thought all hope was lost, Shopee came along to save the day this time. Why? Even though we have witnessed a sharp decline in e-commerce growth in the US, the growth in Shopee&#39;s core e-commerce markets remains robust. Furthermore, it is also making significant headway in LatAm, particularly in Brazil, where it has garnered significant traction. As a result, Shopee posted $18.2B in gross merchandise value (GMV) in FQ4, up 52.9% YoY. Notably, the company has also been raising its take rate considerably as it gains market leadership. It has become the #1 shopping app across most of its core markets. Therefore, Shopee is now ready to monetize for profitability. And, we think that&#39;s awesome news! CEO Forrest Li emphasized (edited):</p><blockquote><i>We currently expect Shopee to achieve positive adjusted EBITDA</i>before HQ costs allocation in Southeast Asia and Taiwan by 2022 and SeaMoney to achieve positive cash flow by 2023. As a result, we believe that by 2025, cash generated by Shopee and SeaMoney collectively<i>will enable these two businesses to substantially self-fund their long-term growth</i>. We are also very excited to see<i>Shopee fast gaining traction in Brazil</i>. Just two years after entering the market, Shopee Brazil recorded more than 140M gross orders in FQ4, growing at close to 400% YoY. (Sea Limited&#39;s FQ4&#39;21 earnings call)</blockquote><p>We think that&#39;s a significant development. Notably, Brazil&#39;s contribution towards Shopee&#39;s topline is less than 5%. Therefore, the company can channel its resources to compete more effectively and gain share in Brazil.In a previous MercadoLibre article, we also shared that LatAm is a fascinating region because of its high take rates. We emphasized: &#34;Readers can easily observe the incredible monetization opportunities that are available in LatAm, and we can easily understand why Sea Limited is so keen to carve out MercadoLibre&#39;s leadership there because it&#39;s just so attractive.&#34;</p><p>Notably, management also took the opportunity to add more color on its progress and strategy in Brazil. Group Chief Corporate Officer Yanjun Wang articulated (edited):</p><blockquote>And another growth area that we focus on is Brazil. We also shared that when we enter into the market, we focus first on user growth and then order growth and then market leadership and positive unit economics over time with scale. Now when you look at Southeast Asia and Taiwan, we&#39;re probably the first large e-commerce player to show profitability in this region.<i>But in Lat Am, all the existing major players are quite profitable. So the profitability model for the LatAm market is highly proven</i>. (Sea Limited)</blockquote><p><b>Is SE Stock A Buy, Sell, Or Hold?</b></p><p>There&#39;s no doubt that SE Stock could still be in the penalty box as investors could wait for a quarter or two to observe its execution towards profitability. It&#39;s a significant change in its execution, coupled with the moderation in Garena&#39;s growth. Therefore, there&#39;s still an element of execution risk that some investors could be concerned with.</p><p>However, we see it differently. With the stock trading at less than 5x NTM revenue and moving closer towards profitability, the outlook is looking more favorable for long-term investors. If you can tolerate near-term volatility, we encourage you to capitalize on the market&#39;s overreaction and add SE stock.</p><p>Therefore,<i>we reiterate our Buy rating on SE stock</i>.</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 Ltd.: It's Not Growth At All Costs - Buy On Market Overreaction</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 Ltd.: It's Not Growth At All Costs - Buy On Market Overreaction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-03 10:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4492126-sea-earnings-buy-stock-on-market-overreaction><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited posted a decent FQ4 card. However, the market was disappointed with Garena's FY22 guidance.But, these investors may have also missed out on management's commentary on its path ...</p>\n\n<a href=\"https://seekingalpha.com/article/4492126-sea-earnings-buy-stock-on-market-overreaction\">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/4492126-sea-earnings-buy-stock-on-market-overreaction","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1192357642","content_text":"SummarySea Limited posted a decent FQ4 card. However, the market was disappointed with Garena's FY22 guidance.But, these investors may have also missed out on management's commentary on its path towards profitability. It's getting closer.We discuss why investors should add SE stock given the market's overreaction over Garena's numbers.Investment ThesisSea Limited (SE) reported its FQ4 earnings card yesterday. Unfortunately, what seemed like a decent card with robust e-commerce and FinTech momentum was overshadowed by its FY22 guidance.Sea guided Garena bookings to decline to $3B (midpoint) in FY22, from $4.6B in FY21. It represented a marked 34.8% YoY drop. Sea attributed it mainly to growth normalization trends from post-pandemic reopenings. It also highlighted the uncertainty caused by the recent Free Fire ban by the Indian regulators on \"security concerns\" linked to China.Nevertheless, the company also unveiled notable commentary on its path to profitability for its Shopee e-commerce and its SeaMoney FinTech segment. Investors had been concerned whether Shopee would continue to burn cash \"unsustainably\" in its bid to gain market leadership. Furthermore, the company also discussed in detail Shopee's robust momentum in Brazil for the first time. Previously, Sea has been reticent to share insights on its foray into MercadoLibre's (MELI) most prized geographical market. But, Shopee's nascent gains demonstrated that Sea has a viable and formidable market penetration strategy even when facing a dominant incumbent like MercadoLibre.Therefore, Sea was reminding investors that it's still growing fast and is achieving self-sustainability in its core markets. We discuss why investors should capitalize on the market overreaction to add exposure now.SE Stock Key MetricsSE stock valuation metrics(TIKR)SE stock consensus price targets Vs. stock performance(TIKR)SE stock has been marked down significantly from its all-time high of $372 in October. Notably, Sea investors have experienced a significant collapse in its stock price, as it lost 66% of its value over the last three months. Beset by the reopening headwinds,Tencent's(OTCPK:TCEHY)divestment, and its recent India ban, early SE investors seemed to have cashed in on their gains rapidly.But, we think the steep sell-off has also presented long-term investors with a significant opportunity to add exposure. SE stock is trading at less than 5x NTM Revenue (5Y mean: 8.5x). Nevertheless, its weak FCF yield demonstrates that Sea Limited has not been calibrated for FCF profitability yet. But, the company has also indicated a viable path towards profitability in 2022 for its core markets. Therefore, we think its profitability guidance is material and highlights the strength of Sea's long-term execution prowess.Nevertheless, we agree that the consensus estimates and price targets (PTs) have been too optimistic. Sea wasn't affected by the reopenings headwinds initially as its core markets have not accelerated their reopening cadence. However, the accelerated reopenings in Q4'21 resulted in significant headwinds on Garena's growth and profitability. As a result, the market has been spot on while the average and conservative PTs have gotten it wrong recently. Given the decline in Garena's growth and profitability, we expect SE stock's PTs to be further revised downwards in the near term.Where is Sea Limited Heading in 2022?Garena Bookings(Company filings)The focus on Sea Limited was obviously on Garena. Garena reported an underwhelming FQ4, in which it posted Bookings of $1.1B. Moreover, while its full-year Bookings of $4.6B were up 44.3% YoY, it guided for just $3B (midpoint) in Bookings for FY22. Therefore, it represented a significant and unexpected decline of 34.8%.Garena adjusted EBITDA share of Bookings %(Company filings)Furthermore, Garena's adjusted EBITDA margins (share of Bookings) have also been trending downwards. Therefore, Garena has certainly been hit by weaker overall engagement, which has also significantly impacted monetization. As a result, Garena reported 54.8% in adjusted EBITDA margin in FQ4 compared to 65.5% in the previous year. Therefore, investors were justifiably concerned whether Sea Limited can still support its high-growth Shopee machine as its main cash cow slows down considerably moving forward.Shopee GMV(Company filings)Shopee take rate %(Company filings)But, when we thought all hope was lost, Shopee came along to save the day this time. Why? Even though we have witnessed a sharp decline in e-commerce growth in the US, the growth in Shopee's core e-commerce markets remains robust. Furthermore, it is also making significant headway in LatAm, particularly in Brazil, where it has garnered significant traction. As a result, Shopee posted $18.2B in gross merchandise value (GMV) in FQ4, up 52.9% YoY. Notably, the company has also been raising its take rate considerably as it gains market leadership. It has become the #1 shopping app across most of its core markets. Therefore, Shopee is now ready to monetize for profitability. And, we think that's awesome news! CEO Forrest Li emphasized (edited):We currently expect Shopee to achieve positive adjusted EBITDAbefore HQ costs allocation in Southeast Asia and Taiwan by 2022 and SeaMoney to achieve positive cash flow by 2023. As a result, we believe that by 2025, cash generated by Shopee and SeaMoney collectivelywill enable these two businesses to substantially self-fund their long-term growth. We are also very excited to seeShopee fast gaining traction in Brazil. Just two years after entering the market, Shopee Brazil recorded more than 140M gross orders in FQ4, growing at close to 400% YoY. (Sea Limited's FQ4'21 earnings call)We think that's a significant development. Notably, Brazil's contribution towards Shopee's topline is less than 5%. Therefore, the company can channel its resources to compete more effectively and gain share in Brazil.In a previous MercadoLibre article, we also shared that LatAm is a fascinating region because of its high take rates. We emphasized: \"Readers can easily observe the incredible monetization opportunities that are available in LatAm, and we can easily understand why Sea Limited is so keen to carve out MercadoLibre's leadership there because it's just so attractive.\"Notably, management also took the opportunity to add more color on its progress and strategy in Brazil. Group Chief Corporate Officer Yanjun Wang articulated (edited):And another growth area that we focus on is Brazil. We also shared that when we enter into the market, we focus first on user growth and then order growth and then market leadership and positive unit economics over time with scale. Now when you look at Southeast Asia and Taiwan, we're probably the first large e-commerce player to show profitability in this region.But in Lat Am, all the existing major players are quite profitable. So the profitability model for the LatAm market is highly proven. (Sea Limited)Is SE Stock A Buy, Sell, Or Hold?There's no doubt that SE Stock could still be in the penalty box as investors could wait for a quarter or two to observe its execution towards profitability. It's a significant change in its execution, coupled with the moderation in Garena's growth. Therefore, there's still an element of execution risk that some investors could be concerned with.However, we see it differently. With the stock trading at less than 5x NTM revenue and moving closer towards profitability, the outlook is looking more favorable for long-term investors. If you can tolerate near-term volatility, we encourage you to capitalize on the market's overreaction and add SE stock.Therefore,we reiterate our Buy rating on SE stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093456235,"gmtCreate":1643690913621,"gmtModify":1676533845146,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093456235","repostId":"1138536970","repostType":4,"repost":{"id":"1138536970","kind":"news","pubTimestamp":1643675012,"share":"https://ttm.financial/m/news/1138536970?lang=&edition=fundamental","pubTime":"2022-02-01 08:23","market":"us","language":"en","title":"Investors Bullish on the EV Trend Should Take a Look at Fisker Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1138536970","media":"investorplace","summary":"In recent days, volatility in electric vehicle (EV) stocks has ratcheted up once again. Established ","content":"<html><head></head><body><p>In recent days, volatility in electric vehicle (EV) stocks has ratcheted up once again. Established and early-stage names alike have sold off. Fisker (NYSE:FSR) is no exception. Already moving lower, this latest, much sharper drop has pushed FSR stock back to around $11 per share.</p><p>Now, this isn’t the first time this former special purpose acquisition company (SPAC) has fallen back to its initial offering price. In fact, it happened several times last year, quickly followed up by a big spike higher. Of course, there’s no guarantee that will be the case this go-around.</p><p>Numerous factors are making investors more cautious about growth plays at the moment. We’ve seen this happen with tech stocks, and now it’s happening with EV stocks. This points to it not being a great opportunity for more risk-averse investors. It’ll likely continue to be volatile. That will be the case too down the road, when it starts to make deliveries of its first major vehicle, the Ocean, which is an all-electric SUV.</p><p>But if you’re bullish on the EV trend, and are looking to add positions to your portfolio after the sell off? You may want to consider this stock. It’s possible the market is underestimating its chances of grabbing a decent share of the mass affluent EV market.</p><p><b>The Latest With FSR Stock</b></p><p>The cause of Fisker’s latest plunge in price is pretty cut-and-dry. Investors have again soured on EV plays, concerned that the sector became too hot, too fast. Yet beyond its recent price performance, the company continues to plug along. It continues to make progress with bringing out its aforementioned Ocean model, scheduled to start production later this year.</p><p>As I discussed in my last article on FSR stock, the company unveiled its flagship model at the L.A. Auto Show in November. Since then, there hasn’t been too much “big news” out of the company. We’re still waiting on the next major update.</p><p>This will, however, likely arrive when Fisker next reports quarterly results. That’s scheduled to occur on Feb. 16. At that point, the market will have information to work with in order to assess whether its roughly 40% drop over the past two months was an overreaction.</p><p>Then again, you may not have to wait until earnings to decide whether to make this a buy or not. Again, it’s possible that, with its considerable price decline, shares have gone from “priced for perfection,” as they say, to “priced for disappointment.” This is on top of what was already muted enthusiasm for this EV play, compared to some of the “hotter” ones out there.</p><p><b>Don’t Discount Fisker’s Chances</b></p><p>With so many automakers, whether incumbent or EV-only, entering this space, it may seem like FSR stock is a risky wager. I won’t say that it isn’t, as there’s no guarantee that its vehicle will become a commercial success.</p><p>Still, many may be too cautious about this particular EV play, simply because of the fact this is the second time there’s been an attempt to roll out a Fisker-branded electric vehicle. Some of you may recall, early last decade, an EV startup mostly unrelated to this one (both were founded by Henrik Fisker), but operated under the same name, wound up in bankruptcy.</p><p>However, what happened to the “old” Fisker has no bearing on the new one. Comparing the two is a bit like comparing apples to oranges. Whereas the first one was attempting to build a brand at a time when EVs were in their infancy, this new endeavor is tapping into an increasingly mainstream market. Today, EV sales continue to grow at a rapid pace. The industry’s prospects are bright, and opportunity is ample.</p><p>More importantly, this “new” Fisker is taking an interesting (and perhaps smart) approach to scaling up its operations. Instead of bearing the high costs/high risk of building its own infrastructure, it’s partnering with an existing automotive giant to provide it. Sure, this may come at the cost of gross margins. Yet this approach could in hindsight pay off.</p><p><b>The Takeaway With FSR Stock</b></p><p>Earning a “B” rating in my Portfolio Grader, I wouldn’t consider Fisker another Tesla (NASDAQ:TSLA) in the making. A name like Lucid (NASDAQ:LCID) better fits the role of a possible “Tesla killer,” although it’s too early to say. Upside with this EV play, though, doesn’t hinge on it becoming a top dog in this space. Even a moderate level of success may be enough to send it back toward its past all-time high ($31.96 per share).</p><p>I would dive deeper into the company, its soon-to-be-built Ocean vehicles, and of course, its technology. But if you’re still confident that EV stocks will recover, and still have plenty of room to run, I would include FSR stock on a list of names to keep an eye on.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investors Bullish on the EV Trend Should Take a Look at Fisker 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\">\nInvestors Bullish on the EV Trend Should Take a Look at Fisker Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-01 08:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/fsr-stock-investors-bullish-ev-trend-should-take-look-at-fisker/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In recent days, volatility in electric vehicle (EV) stocks has ratcheted up once again. Established and early-stage names alike have sold off. Fisker (NYSE:FSR) is no exception. Already moving lower, ...</p>\n\n<a href=\"https://investorplace.com/2022/01/fsr-stock-investors-bullish-ev-trend-should-take-look-at-fisker/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSR":"菲斯克"},"source_url":"https://investorplace.com/2022/01/fsr-stock-investors-bullish-ev-trend-should-take-look-at-fisker/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138536970","content_text":"In recent days, volatility in electric vehicle (EV) stocks has ratcheted up once again. Established and early-stage names alike have sold off. Fisker (NYSE:FSR) is no exception. Already moving lower, this latest, much sharper drop has pushed FSR stock back to around $11 per share.Now, this isn’t the first time this former special purpose acquisition company (SPAC) has fallen back to its initial offering price. In fact, it happened several times last year, quickly followed up by a big spike higher. Of course, there’s no guarantee that will be the case this go-around.Numerous factors are making investors more cautious about growth plays at the moment. We’ve seen this happen with tech stocks, and now it’s happening with EV stocks. This points to it not being a great opportunity for more risk-averse investors. It’ll likely continue to be volatile. That will be the case too down the road, when it starts to make deliveries of its first major vehicle, the Ocean, which is an all-electric SUV.But if you’re bullish on the EV trend, and are looking to add positions to your portfolio after the sell off? You may want to consider this stock. It’s possible the market is underestimating its chances of grabbing a decent share of the mass affluent EV market.The Latest With FSR StockThe cause of Fisker’s latest plunge in price is pretty cut-and-dry. Investors have again soured on EV plays, concerned that the sector became too hot, too fast. Yet beyond its recent price performance, the company continues to plug along. It continues to make progress with bringing out its aforementioned Ocean model, scheduled to start production later this year.As I discussed in my last article on FSR stock, the company unveiled its flagship model at the L.A. Auto Show in November. Since then, there hasn’t been too much “big news” out of the company. We’re still waiting on the next major update.This will, however, likely arrive when Fisker next reports quarterly results. That’s scheduled to occur on Feb. 16. At that point, the market will have information to work with in order to assess whether its roughly 40% drop over the past two months was an overreaction.Then again, you may not have to wait until earnings to decide whether to make this a buy or not. Again, it’s possible that, with its considerable price decline, shares have gone from “priced for perfection,” as they say, to “priced for disappointment.” This is on top of what was already muted enthusiasm for this EV play, compared to some of the “hotter” ones out there.Don’t Discount Fisker’s ChancesWith so many automakers, whether incumbent or EV-only, entering this space, it may seem like FSR stock is a risky wager. I won’t say that it isn’t, as there’s no guarantee that its vehicle will become a commercial success.Still, many may be too cautious about this particular EV play, simply because of the fact this is the second time there’s been an attempt to roll out a Fisker-branded electric vehicle. Some of you may recall, early last decade, an EV startup mostly unrelated to this one (both were founded by Henrik Fisker), but operated under the same name, wound up in bankruptcy.However, what happened to the “old” Fisker has no bearing on the new one. Comparing the two is a bit like comparing apples to oranges. Whereas the first one was attempting to build a brand at a time when EVs were in their infancy, this new endeavor is tapping into an increasingly mainstream market. Today, EV sales continue to grow at a rapid pace. The industry’s prospects are bright, and opportunity is ample.More importantly, this “new” Fisker is taking an interesting (and perhaps smart) approach to scaling up its operations. Instead of bearing the high costs/high risk of building its own infrastructure, it’s partnering with an existing automotive giant to provide it. Sure, this may come at the cost of gross margins. Yet this approach could in hindsight pay off.The Takeaway With FSR StockEarning a “B” rating in my Portfolio Grader, I wouldn’t consider Fisker another Tesla (NASDAQ:TSLA) in the making. A name like Lucid (NASDAQ:LCID) better fits the role of a possible “Tesla killer,” although it’s too early to say. Upside with this EV play, though, doesn’t hinge on it becoming a top dog in this space. Even a moderate level of success may be enough to send it back toward its past all-time high ($31.96 per share).I would dive deeper into the company, its soon-to-be-built Ocean vehicles, and of course, its technology. But if you’re still confident that EV stocks will recover, and still have plenty of room to run, I would include FSR stock on a list of names to keep an eye on.","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007542324,"gmtCreate":1642977481959,"gmtModify":1676533760279,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007542324","repostId":"1177633565","repostType":4,"repost":{"id":"1177633565","kind":"news","pubTimestamp":1642897739,"share":"https://ttm.financial/m/news/1177633565?lang=&edition=fundamental","pubTime":"2022-01-23 08:28","market":"us","language":"en","title":"US IPO Week Ahead: Connectivity Solutions and Micro-caps in a 5 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1177633565","media":"Renaissance Capital","summary":"Following a week of postponements and pricing delays, two tech IPOs and three holdovers are schedule","content":"<html><head></head><body><p>Following a week of postponements and pricing delays, two tech IPOs and three holdovers are scheduled to raise $412 million in the week ahead.</p><p>Connectivity solutions provider Credo Technology Group (CRDO) plans to raise $275 million at a $1.8 billion market cap. Credo’s solutions are optimized for optical and electrical ethernet applications, and its product families include Integrated Circuits, Active Electrical Cables, and SerDes Chiplets. Unprofitable with accelerating growth in the 1H FY21, the company is relatively small and competes with much larger players. New investors have indicated on $120 million of the IPO (44% of the deal).</p><p>AdTech platform Direct Digital Holdings (DRCT) plans to raise $32 million at a $123 million market cap. Direct Digital is an end-to-end, full-service programmatic advertising platform focused on both buy- and sell-side digital advertising. The company is profitable, and while it has delivered explosive growth, it has mostly been fueled by acquisitions.</p><p>Three holdovers from the past week are scheduled to debut: Australian green energy company Verdant Earth Technologies (VDNT) plans to raise $50 million at a $201 million market cap; OTC-listed Modular Medical (MODD) plans to raise $30 million at a $130 million market cap; and medical device maker Samsara Vision (SMSA) plans to raise $25 million at a $153 million market cap.</p><p><img src=\"https://static.tigerbbs.com/86582e3564e0e81ff68668b2556d5ac9\" tg-width=\"1417\" tg-height=\"695\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"lsy1603787993745","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 IPO Week Ahead: Connectivity Solutions and Micro-caps in a 5 IPO 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\">\nUS IPO Week Ahead: Connectivity Solutions and Micro-caps in a 5 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-23 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/90382/US-IPO-Week-Ahead-Connectivity-solutions-and-micro-caps-in-a-5-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Following a week of postponements and pricing delays, two tech IPOs and three holdovers are scheduled to raise $412 million in the week ahead.Connectivity solutions provider Credo Technology Group (...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/90382/US-IPO-Week-Ahead-Connectivity-solutions-and-micro-caps-in-a-5-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRDO":"Credo Technology Group Holding Ltd","DRCT":"Direct Digital Holdings, Inc.","MODD":"Modular Medical, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/90382/US-IPO-Week-Ahead-Connectivity-solutions-and-micro-caps-in-a-5-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177633565","content_text":"Following a week of postponements and pricing delays, two tech IPOs and three holdovers are scheduled to raise $412 million in the week ahead.Connectivity solutions provider Credo Technology Group (CRDO) plans to raise $275 million at a $1.8 billion market cap. Credo’s solutions are optimized for optical and electrical ethernet applications, and its product families include Integrated Circuits, Active Electrical Cables, and SerDes Chiplets. Unprofitable with accelerating growth in the 1H FY21, the company is relatively small and competes with much larger players. New investors have indicated on $120 million of the IPO (44% of the deal).AdTech platform Direct Digital Holdings (DRCT) plans to raise $32 million at a $123 million market cap. Direct Digital is an end-to-end, full-service programmatic advertising platform focused on both buy- and sell-side digital advertising. The company is profitable, and while it has delivered explosive growth, it has mostly been fueled by acquisitions.Three holdovers from the past week are scheduled to debut: Australian green energy company Verdant Earth Technologies (VDNT) plans to raise $50 million at a $201 million market cap; OTC-listed Modular Medical (MODD) plans to raise $30 million at a $130 million market cap; and medical device maker Samsara Vision (SMSA) plans to raise $25 million at a $153 million market cap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006402595,"gmtCreate":1641807987385,"gmtModify":1676533649544,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006402595","repostId":"1165224700","repostType":4,"repost":{"id":"1165224700","kind":"news","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":1641805862,"share":"https://ttm.financial/m/news/1165224700?lang=&edition=fundamental","pubTime":"2022-01-10 17:11","market":"us","language":"en","title":"TSMC shares rose 2% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1165224700","media":"Tiger Newspress","summary":"TSMC shares rose 2% in premarket trading.Taiwan Semiconductor Manufacturing Co. reported a sixth str","content":"<html><head></head><body><p>TSMC shares rose 2% in premarket trading.<img src=\"https://static.tigerbbs.com/cda7c2af4d930756b547b15f95e21187\" tg-width=\"720\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/>Taiwan Semiconductor Manufacturing Co. reported a sixth straight quarter of record sales, buoyed by unrelenting demand by Apple Inc. and other customers for chips produced by the world’s largest foundry.</p><p>Revenue for the December quarter jumped 21% to NT$438.2 billion ($15.8 billion), according to monthly figures released by TSMC Monday. That compared with the NT$436.2 billion consensus estimate and the company’s own forecast of sales of as much as $15.7 billion.</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>TSMC shares rose 2% in premarket trading</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\">\nTSMC shares rose 2% in premarket trading\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\">2022-01-10 17:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TSMC shares rose 2% in premarket trading.<img src=\"https://static.tigerbbs.com/cda7c2af4d930756b547b15f95e21187\" tg-width=\"720\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/>Taiwan Semiconductor Manufacturing Co. reported a sixth straight quarter of record sales, buoyed by unrelenting demand by Apple Inc. and other customers for chips produced by the world’s largest foundry.</p><p>Revenue for the December quarter jumped 21% to NT$438.2 billion ($15.8 billion), according to monthly figures released by TSMC Monday. That compared with the NT$436.2 billion consensus estimate and the company’s own forecast of sales of as much as $15.7 billion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165224700","content_text":"TSMC shares rose 2% in premarket trading.Taiwan Semiconductor Manufacturing Co. reported a sixth straight quarter of record sales, buoyed by unrelenting demand by Apple Inc. and other customers for chips produced by the world’s largest foundry.Revenue for the December quarter jumped 21% to NT$438.2 billion ($15.8 billion), according to monthly figures released by TSMC Monday. That compared with the NT$436.2 billion consensus estimate and the company’s own forecast of sales of as much as $15.7 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836145936,"gmtCreate":1629467304625,"gmtModify":1676530050625,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/836145936","repostId":"1190987646","repostType":4,"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808211675,"gmtCreate":1627593737197,"gmtModify":1703492870124,"author":{"id":"3553900041025922","authorId":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553900041025922","authorIdStr":"3553900041025922"},"themes":[],"htmlText":"please like","listText":"please like","text":"please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/808211675","repostId":"1165497040","repostType":4,"repost":{"id":"1165497040","kind":"news","pubTimestamp":1627542522,"share":"https://ttm.financial/m/news/1165497040?lang=&edition=fundamental","pubTime":"2021-07-29 15:08","market":"us","language":"en","title":"Amazon Reports Earnings Thursday. Expect a Blowout.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165497040","media":"Barrons","summary":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.Another is that Amazon’s competitors have already reported solid numbers.Shopify, arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its","content":"<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.</p>\n<p>For the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.</p>\n<p>There are several reasons why the Street numbers might be too low.</p>\n<p>For one, Amazon (ticker: AMZN)&nbsp;has beat expectations&nbsp;in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.</p>\n<p>Another is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from&nbsp;Alphabet,Snap&nbsp;and&nbsp;Twitter&nbsp;suggest Amazon will post accelerating growth in its underappreciated advertising business. And the&nbsp;strength in the cloud business at Microsoft&nbsp;bodes well for Amazon Web Services.</p>\n<p>Street estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.</p>\n<p>Plus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over&nbsp;its proposed acquisition of the film studio MGM.Amazon has requested&nbsp;that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.</p>\n<p></p>\n<p>Investors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.</p>\n<p>In a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and&nbsp;Facebook&nbsp;shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s&nbsp;Prime Day&nbsp;sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.</p>\n<p>Evercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.</p>\n<p>Monness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.</p>\n<p>On Wednesday, Amazon shares were up 0.1%, to $3,630.32.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Reports Earnings Thursday. Expect a Blowout.</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\">\nAmazon Reports Earnings Thursday. Expect a Blowout.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 15:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165497040","content_text":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.\nThere are several reasons why the Street numbers might be too low.\nFor one, Amazon (ticker: AMZN) has beat expectations in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.\nAnother is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its underappreciated advertising business. And the strength in the cloud business at Microsoft bodes well for Amazon Web Services.\nStreet estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.\nPlus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over its proposed acquisition of the film studio MGM.Amazon has requested that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.\n\nInvestors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.\nIn a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and Facebook shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s Prime Day sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.\nEvercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.\nMonness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.\nOn Wednesday, Amazon shares were up 0.1%, to $3,630.32.","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}