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OJC
2023-06-27
This is funnnnnnn!!!!
OJC
2023-06-25
[Cool] [Cool] [Cool] [Cool] [Cool]
OJC
2023-06-24
Bullrun Is here soon!!!
OJC
2023-06-23
TGIF!! Good morning!
OJC
2023-06-22
[Miser] [Miser] [Miser] [Miser] [Miser]
OJC
2023-06-21
Great ariticle, would you like to share it?
@TigerEvents:Light up your investing with Tiger, play and win prizes worth up to USD 999
OJC
2023-06-21
Cool light up!!! Light up your investing!!!
OJC
2023-03-31
Ok
Tesla Stock: One Chart That Shows Why This is the Top EV Stock to Buy Now
OJC
2023-03-14
Ok
Inflation Report Arrives as Fed Confronts Bank Failures
OJC
2023-02-14
Ok
Tesla Stock: Get Ready For A Sell-Off
OJC
2023-01-27
Ok
The Next Leg Lower In The S&P 500 May Be Starting
OJC
2023-01-24
Ok
Elon Musk’s Fortune Soars $11 Billion in Two Days While Testifying
OJC
2023-01-23
Ok
Giant Fund Buys Up Tesla and Plug Power Stock, Sells GM
OJC
2023-01-22
Ok
Wall Street's Top 10 Stock Calls This Week: Microsoft, Adobe, Crowdstrike, PayPal, Roblox and More
OJC
2023-01-21
Ok
A Tesla Bull-Bear Debate Just Happened. Both Sides Were Wrong
OJC
2023-01-20
Ok
The U.S. Just Hit Its Debt Ceiling. What That Is and Why It Matters
OJC
2023-01-18
Ok
The 7 Best Growth Stocks to Buy Now
OJC
2023-01-17
Ok
Tesla's Price Cuts Signal Major Demand Problems
OJC
2023-01-16
Ok
Take Warren Buffett's Advice: Buy Stocks With These 3 Attributes
OJC
2023-01-15
Ok
New to Investing? Take a Look at These Funds
Go to Tiger App to see more news
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is funnnnnnn!!!!","listText":"This is funnnnnnn!!!!","text":"This is funnnnnnn!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191641511756048","isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190908221665328,"gmtCreate":1687634153869,"gmtModify":1687634157411,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"[Cool] [Cool] [Cool] [Cool] [Cool] ","listText":"[Cool] [Cool] [Cool] [Cool] [Cool] ","text":"[Cool] [Cool] [Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190908221665328","isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190539880595728,"gmtCreate":1687544050252,"gmtModify":1687544054409,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Bullrun Is here soon!!!","listText":"Bullrun Is here soon!!!","text":"Bullrun Is here soon!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190539880595728","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190278427726088,"gmtCreate":1687480427186,"gmtModify":1687480430161,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"TGIF!! Good morning!","listText":"TGIF!! Good morning!","text":"TGIF!! Good morning!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190278427726088","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189930170863840,"gmtCreate":1687395342271,"gmtModify":1687395345588,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"[Miser] [Miser] [Miser] [Miser] [Miser] ","listText":"[Miser] [Miser] [Miser] [Miser] [Miser] ","text":"[Miser] [Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189930170863840","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189783877705856,"gmtCreate":1687359477290,"gmtModify":1687359480746,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189783877705856","repostId":"9970552986","repostType":1,"repost":{"id":9970552986,"gmtCreate":1684749089245,"gmtModify":1686052573124,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Light up your investing with Tiger, play and win prizes worth up to USD 999","htmlText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","listText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","text":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&Cs apply.👉 Click here to start play","images":[{"img":"https://community-static.tradeup.com/news/0b6e3d13593eac0f4cc3fdb8b6bf8056","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970552986","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189782959247408,"gmtCreate":1687359431600,"gmtModify":1687359435521,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Cool light up!!! Light up your investing!!!","listText":"Cool light up!!! Light up your investing!!!","text":"Cool light up!!! Light up your investing!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189782959247408","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941207964,"gmtCreate":1680253818558,"gmtModify":1680253822376,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":30,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941207964","repostId":"2323711625","repostType":2,"repost":{"id":"2323711625","kind":"highlight","pubTimestamp":1680275946,"share":"https://ttm.financial/m/news/2323711625?lang=&edition=fundamental","pubTime":"2023-03-31 23:19","market":"us","language":"en","title":"Tesla Stock: One Chart That Shows Why This is the Top EV Stock to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2323711625","media":"Motley Fool","summary":"There's one massive difference between Tesla and the rest.","content":"<html><head></head><body><p>The shift to electric is coming. The International Energy Agency (IEA) estimates that roughly 60% of new vehicles sold will be electric in 2030. <strong>Tesla</strong> (TSLA) was a first-mover. Investors have fiercely debated the company's stock, which trades at a hefty premium to those of competitors like <strong>Ford</strong> and <strong>General Motors</strong>.</p><p>One could argue that Tesla is a car company with money-sucking capital requirements like any other automotive maker. Others might say Tesla is a technology company that goes beyond vehicles. But there's something about Tesla that matters <em>way more </em>than this argument.</p><p>Here is the chart that matters, and why it makes Tesla a superior stock to its electric vehicle (EV) competitors.</p><h2>What is the return on capital employed?</h2><p>In a way, Tesla is both an automotive and a technology company. Its unique factories, product plans, and eccentric CEO make it almost as fascinating a story as it is an investment. But you can look at the company's return on capital employed to get down to brass tacks and illustrate how the business is performing.</p><p>The return on capital employed is a ratio (displayed as a percentage) that shows the return generated on a company's financial assets. It's calculated by dividing a company's earnings before interest and taxes (EBIT) by its capital employed. You can think of a business as a machine -- and when you put a dollar of capital into it, how much are you getting out?</p><p>You can compare the return on capital employed between similar companies to get a sense of how efficient each business is.</p><h2>Where Tesla stands out</h2><p>Let's do that with Tesla, legacy competitors like Ford and General Motors, and start-up <strong>Rivian</strong>. Below, you'll see that Tesla has a significantly higher ROCE than all of the others -- Rivian's is profoundly negative at this point:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62185667b2a880322017497736ec46ad\" tg-width=\"720\" tg-height=\"483\"/></p><p>TSLA Return on Capital Employed data by YCharts</p><p>What explains these numbers? It's undoubtedly a combination of things, but it could boil down to some observations. First, a company must be profitable to generate a positive ROCE; Rivian is still unprofitable, because it doesn't manufacture enough vehicles to offset the costs of running its factories.</p><p>Ford and General Motors are profitable, but they are straddling two businesses -- the new and old, electric vehicles and legacy combustion engine cars and trucks. Ford recently split its financials for the two sides of the company apart, disclosing that it lost around $3 billion in the past two years in the EV business and will lose $3 billion more in 2023.</p><h2>Why it makes Tesla a buy</h2><p>Tesla stands out as the most established pure-EV company on the market. Rivian is playing catch-up, and will probably burn billions more in cash as it ramps up production. Meanwhile, Ford and General Motors could see their return on capital employed decrease as they invest in building their EV businesses. They must also continue balancing two types of vehicles that use different technology -- and that added cost burden may make it difficult to operate as efficiently as Tesla.</p><p>This efficiency stands out when it comes to earnings growth. Analysts expect nearly 25% annual earnings growth from Tesla over the long term, and negative growth for Ford and General Motors. That arguably justifies the gulf between Tesla's price-to-earnings ratio (P/E) and the rest of the field.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8764a082a14c0f19a3fa7279814b27f7\" tg-width=\"720\" tg-height=\"531\"/></p><p>TSLA PE Ratio (Forward) data by YCharts</p><p>Notably, Tesla's potential earnings growth could burn off any conceived premium in the stock over the next several years. Even at a market cap of $600 billion, Tesla has a case for a growth stock label. The company's long-term production goals still dwarf the 1.37 million units it produced in 2022.</p><p>Tesla's superior return on capital employed positions it for strong earnings growth (and investment returns as a result) as EVs take center stage over the next decade and beyond.</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>Tesla Stock: One Chart That Shows Why This is the Top EV Stock 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\">\nTesla Stock: One Chart That Shows Why This is the Top EV Stock to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 23:19 GMT+8 <a href=https://www.fool.com/investing/2023/03/30/tesla-one-chart-shows-why-this-is-top-ev-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The shift to electric is coming. The International Energy Agency (IEA) estimates that roughly 60% of new vehicles sold will be electric in 2030. Tesla (TSLA) was a first-mover. Investors have fiercely...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/30/tesla-one-chart-shows-why-this-is-top-ev-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2023/03/30/tesla-one-chart-shows-why-this-is-top-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323711625","content_text":"The shift to electric is coming. The International Energy Agency (IEA) estimates that roughly 60% of new vehicles sold will be electric in 2030. Tesla (TSLA) was a first-mover. Investors have fiercely debated the company's stock, which trades at a hefty premium to those of competitors like Ford and General Motors.One could argue that Tesla is a car company with money-sucking capital requirements like any other automotive maker. Others might say Tesla is a technology company that goes beyond vehicles. But there's something about Tesla that matters way more than this argument.Here is the chart that matters, and why it makes Tesla a superior stock to its electric vehicle (EV) competitors.What is the return on capital employed?In a way, Tesla is both an automotive and a technology company. Its unique factories, product plans, and eccentric CEO make it almost as fascinating a story as it is an investment. But you can look at the company's return on capital employed to get down to brass tacks and illustrate how the business is performing.The return on capital employed is a ratio (displayed as a percentage) that shows the return generated on a company's financial assets. It's calculated by dividing a company's earnings before interest and taxes (EBIT) by its capital employed. You can think of a business as a machine -- and when you put a dollar of capital into it, how much are you getting out?You can compare the return on capital employed between similar companies to get a sense of how efficient each business is.Where Tesla stands outLet's do that with Tesla, legacy competitors like Ford and General Motors, and start-up Rivian. Below, you'll see that Tesla has a significantly higher ROCE than all of the others -- Rivian's is profoundly negative at this point:TSLA Return on Capital Employed data by YChartsWhat explains these numbers? It's undoubtedly a combination of things, but it could boil down to some observations. First, a company must be profitable to generate a positive ROCE; Rivian is still unprofitable, because it doesn't manufacture enough vehicles to offset the costs of running its factories.Ford and General Motors are profitable, but they are straddling two businesses -- the new and old, electric vehicles and legacy combustion engine cars and trucks. Ford recently split its financials for the two sides of the company apart, disclosing that it lost around $3 billion in the past two years in the EV business and will lose $3 billion more in 2023.Why it makes Tesla a buyTesla stands out as the most established pure-EV company on the market. Rivian is playing catch-up, and will probably burn billions more in cash as it ramps up production. Meanwhile, Ford and General Motors could see their return on capital employed decrease as they invest in building their EV businesses. They must also continue balancing two types of vehicles that use different technology -- and that added cost burden may make it difficult to operate as efficiently as Tesla.This efficiency stands out when it comes to earnings growth. Analysts expect nearly 25% annual earnings growth from Tesla over the long term, and negative growth for Ford and General Motors. That arguably justifies the gulf between Tesla's price-to-earnings ratio (P/E) and the rest of the field.TSLA PE Ratio (Forward) data by YChartsNotably, Tesla's potential earnings growth could burn off any conceived premium in the stock over the next several years. Even at a market cap of $600 billion, Tesla has a case for a growth stock label. The company's long-term production goals still dwarf the 1.37 million units it produced in 2022.Tesla's superior return on capital employed positions it for strong earnings growth (and investment returns as a result) as EVs take center stage over the next decade and beyond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949400366,"gmtCreate":1678795152655,"gmtModify":1678795156367,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949400366","repostId":"1180759372","repostType":4,"repost":{"id":"1180759372","kind":"news","pubTimestamp":1678792387,"share":"https://ttm.financial/m/news/1180759372?lang=&edition=fundamental","pubTime":"2023-03-14 19:13","market":"us","language":"en","title":"Inflation Report Arrives as Fed Confronts Bank Failures","url":"https://stock-news.laohu8.com/highlight/detail?id=1180759372","media":"The Wall Street Journal","summary":"The Labor Department’s inflation reading Tuesday will inform the Federal Reserve on price pressures ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/5b4faeea7ef8d00907cc0f82d06107b5\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/>The Labor Department’s inflation reading Tuesday will inform the Federal Reserve on price pressures in the economy as the central bank confronts bank failures.</p><p>The inflation rate has cooled from a recent peak last June, but has remained stubbornly high. The consumer-price index, a closely watched measure of inflation, advanced 6.4% in January from a year earlier, just edging down from December’s 6.5% increase.</p><p>The Labor Department will release its February CPI report at 8:30 a.m. ET Tuesday.</p><p>Stabilizing inflation along with signs of astrong labor marketand improvingconsumer spendingearly this year had introduced the possibility that the Fed could raise its benchmark interest rate by ahalf-percentage-pointat its March 21-22 meeting, after opting for a smaller increase in early February.</p><p>That calculus, however, was complicated by the collapse ofSilicon Valley Bankand other financial institutions in the past days. The central bank may move more cautiously next week to assess the state of the financial system.</p><p>Economists surveyed by The Wall Street Journal estimate that the consumer-price index cooled to a 6.0% increase in February from a year earlier. When excluding volatile food and energy prices, economists estimate the index edged down to a 5.5% gain from a 5.6% increase the prior month.</p><p>“The Fed still has more work to do” to bring inflation back to near its 2% target, saidMichael Gapen, chief U.S. economist forBank of America. “If the Fed is successful at corralling the recent market volatility and ringfencing the traditional banking sector, then it should be able to continue its gradual pace of rate hikes until monetary policy is sufficiently restrictive.”</p><p>The Fed has aggressivelyraised rates over the past yearin an effort to cool demand and combat inflation. Sharply higher interest rates contributed to the failure of $110 billionSignature Bankand $209 billion Silicon Valley Bank in recent days, and could complicate the central bank’s approach to raising rates this year, if the crisis were to spread further in the financial system.</p><p>Before the bank failures, the broader economy showed surprising strength to start the year. Spending at retailers and restaurants rose in January at the fastest month rate in nearly two years, and theFebruary jobs report, released Friday, showed employers added 311,000 jobs after adding half a million jobs in January.</p><p>Still, some signs of cooling have emerged. Economists estimate that retail spending declined in February. The Commerce Department will release new consumer data on Wednesday.</p><p>Wage growth moderated last month, suggesting that tight labor markets aren’t leading to rapid increases in workers’ paychecks. Andjob openings,while still well exceeding the number of unemployed seeking work, fell in January, the Labor Department said.Private-sector jobpostings estimates show continued cooling demand for labor.</p><p>Spending and employment is growing at service providers, such as restaurants, hotels, and doctor’s offices, which were hit hardest early in the pandemic. Those industries have underpinned recent inflationary pressure in part because of strong wage gains.</p><p>At First Watch, a chain of more than 400 breakfast and lunch cafes, there has been little sign of a consumer pullback. While labor and related costs rose by 11.4% in 2022, the company raised menu prices by an average of 7.8% during the year, after being able to keep prices flat during 2021. Annual supplier contracts have helped keep the chain’s food costs predictable, while same-restaurant sales rose 14.5% compared with 2021.</p><p>To capitalize on eager customers, the company is working to keep wait times low during peak periods such as weekend mornings. It is experimenting with different kitchen configurations and specialized roles such as dedicated beverage runners to free up servers.</p><p>“We have unfulfilled demand that’s right at our front door,” First Watch Chief Executive Chris Tomasso said. “We’re investing in improvement and processes and equipment and things such as that to capture that demand.”</p><p>In cases where labor shortages have led to higher prices, some consumers have pulled back and sought out cheaper alternatives.</p><p>Ruby Koch-Fienberg and Ben Surface, of Dover, N.Y., shopped around for a contractor who would replace a malfunctioning wood-burning and demolish its damaged chimney. They were told that there was little chance the work could be completed this winter, given the backlogs of work, and the job could cost thousands of dollars.</p><p>They are now contemplating doing the chimney demolition themselves.</p><p>“We could save up to $8,000 and have a really fun weekend,” Ms. Koch-Fienberg said.</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>Inflation Report Arrives as Fed Confronts Bank Failures</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\">\nInflation Report Arrives as Fed Confronts Bank Failures\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-14 19:13 GMT+8 <a href=https://www.wsj.com/articles/inflation-report-arrives-as-fed-confronts-bank-failures-5f0e10ae?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Labor Department’s inflation reading Tuesday will inform the Federal Reserve on price pressures in the economy as the central bank confronts bank failures.The inflation rate has cooled from a ...</p>\n\n<a href=\"https://www.wsj.com/articles/inflation-report-arrives-as-fed-confronts-bank-failures-5f0e10ae?mod=hp_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/inflation-report-arrives-as-fed-confronts-bank-failures-5f0e10ae?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180759372","content_text":"The Labor Department’s inflation reading Tuesday will inform the Federal Reserve on price pressures in the economy as the central bank confronts bank failures.The inflation rate has cooled from a recent peak last June, but has remained stubbornly high. The consumer-price index, a closely watched measure of inflation, advanced 6.4% in January from a year earlier, just edging down from December’s 6.5% increase.The Labor Department will release its February CPI report at 8:30 a.m. ET Tuesday.Stabilizing inflation along with signs of astrong labor marketand improvingconsumer spendingearly this year had introduced the possibility that the Fed could raise its benchmark interest rate by ahalf-percentage-pointat its March 21-22 meeting, after opting for a smaller increase in early February.That calculus, however, was complicated by the collapse ofSilicon Valley Bankand other financial institutions in the past days. The central bank may move more cautiously next week to assess the state of the financial system.Economists surveyed by The Wall Street Journal estimate that the consumer-price index cooled to a 6.0% increase in February from a year earlier. When excluding volatile food and energy prices, economists estimate the index edged down to a 5.5% gain from a 5.6% increase the prior month.“The Fed still has more work to do” to bring inflation back to near its 2% target, saidMichael Gapen, chief U.S. economist forBank of America. “If the Fed is successful at corralling the recent market volatility and ringfencing the traditional banking sector, then it should be able to continue its gradual pace of rate hikes until monetary policy is sufficiently restrictive.”The Fed has aggressivelyraised rates over the past yearin an effort to cool demand and combat inflation. Sharply higher interest rates contributed to the failure of $110 billionSignature Bankand $209 billion Silicon Valley Bank in recent days, and could complicate the central bank’s approach to raising rates this year, if the crisis were to spread further in the financial system.Before the bank failures, the broader economy showed surprising strength to start the year. Spending at retailers and restaurants rose in January at the fastest month rate in nearly two years, and theFebruary jobs report, released Friday, showed employers added 311,000 jobs after adding half a million jobs in January.Still, some signs of cooling have emerged. Economists estimate that retail spending declined in February. The Commerce Department will release new consumer data on Wednesday.Wage growth moderated last month, suggesting that tight labor markets aren’t leading to rapid increases in workers’ paychecks. Andjob openings,while still well exceeding the number of unemployed seeking work, fell in January, the Labor Department said.Private-sector jobpostings estimates show continued cooling demand for labor.Spending and employment is growing at service providers, such as restaurants, hotels, and doctor’s offices, which were hit hardest early in the pandemic. Those industries have underpinned recent inflationary pressure in part because of strong wage gains.At First Watch, a chain of more than 400 breakfast and lunch cafes, there has been little sign of a consumer pullback. While labor and related costs rose by 11.4% in 2022, the company raised menu prices by an average of 7.8% during the year, after being able to keep prices flat during 2021. Annual supplier contracts have helped keep the chain’s food costs predictable, while same-restaurant sales rose 14.5% compared with 2021.To capitalize on eager customers, the company is working to keep wait times low during peak periods such as weekend mornings. It is experimenting with different kitchen configurations and specialized roles such as dedicated beverage runners to free up servers.“We have unfulfilled demand that’s right at our front door,” First Watch Chief Executive Chris Tomasso said. “We’re investing in improvement and processes and equipment and things such as that to capture that demand.”In cases where labor shortages have led to higher prices, some consumers have pulled back and sought out cheaper alternatives.Ruby Koch-Fienberg and Ben Surface, of Dover, N.Y., shopped around for a contractor who would replace a malfunctioning wood-burning and demolish its damaged chimney. They were told that there was little chance the work could be completed this winter, given the backlogs of work, and the job could cost thousands of dollars.They are now contemplating doing the chimney demolition themselves.“We could save up to $8,000 and have a really fun weekend,” Ms. Koch-Fienberg said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954232680,"gmtCreate":1676381184441,"gmtModify":1676381187755,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954232680","repostId":"1120289401","repostType":4,"repost":{"id":"1120289401","kind":"news","pubTimestamp":1676359725,"share":"https://ttm.financial/m/news/1120289401?lang=&edition=fundamental","pubTime":"2023-02-14 15:28","market":"us","language":"en","title":"Tesla Stock: Get Ready For A Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=1120289401","media":"Seeking Alpha","summary":"SummaryToday I see a fairly high risk of profit-taking in Tesla, Inc. stock and a further downward m","content":"<html><head></head><body><h2>Summary</h2><ul><li>Today I see a fairly high risk of profit-taking in Tesla, Inc. stock and a further downward movement shortly.</li><li>This is supported by both the general market indicators and the idiosyncratic technical signs in Tesla's price action.</li><li>The company's market cap now is much higher than its fair value, despite the doubling of my discounted cash flow analysis price output.</li><li>I believe that in 2023, investors will have even better chances to buy Tesla stock for a lot cheaper.</li></ul><p><img src=\"https://static.tigerbbs.com/15402ca3ce706835733f8b286527cedb\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>jetcityimage</p><h2>My Coverage History</h2><p>You are now reading my 6th article on<b>Tesla, Inc.</b>(NASDAQ:TSLA). I initiated coverage of TSLA on October 18, 2021, with a buy recommendation. At that time, the company's outlook seemed rosy and somefundamental tailwinds could support the continuation of the stock rally. Exactly 2 weeks and 3 days after that call, TSLA surged more than 46% and marked its all-time high, which was never reached again.</p><p><img src=\"https://static.tigerbbs.com/f520233e45c16f09424f3b27c2170986\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TrendSpider, author's notes</p><p>In mid-June 2022, I proposeda pair trade idea- a long position in Tesla and a short position in <b>Lucid Group, Inc.</b>(LCID) for the same dollar amount. I reasoned that the most robust company would continue to outperform the fast-growing niche of the auto market. In contrast, the most overvalued company in the group would continue to experience strong multiple contraction andfall much deeper. Since then, the spread between the two stocks has been comfortable enough to make money even after factoring in the commission on the short position and the sharp drop in TSLA in December 2022:</p><p><img src=\"https://static.tigerbbs.com/351f491c1849c318143c36ee85f28264\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>On October 21, I was Neutral, saying Tesla stock was overvalued and warning about the risks in the company's accounting - this call coincided with the start of "the great meltdown."</p><p>At the end of December, I caught the news that Elon Musk had stopped selling his stock and would not sell for 1-2 more years - at least that's what he announced publicly. Few people wrote about it at the time, but as it turned out later, my guess about reducing supply in the market had a positive effect on the price action.</p><p>Inthe last article- "<i>Tesla Stock: Go Fishing Below $100</i>" - I wrote the following:</p><blockquote>No one knows exactly when the downward slide of Tesla stock will end. However, one thing seems clear to me -<b>TSLA's 43% drop in just 2 last months looks like a textbook stock market overreaction</b>against a backdrop of plenty of negative news and a lack of positive news for the company.</blockquote><blockquote>[emphasis added by the author]</blockquote><p>Then I expected TSLA to fall even lower - that's when I suggested taking a position in the portfolio. I was wrong - after my call, the stock has not fallen below $116 and has gained >80% in 2 weeks and 2 days.</p><h2>My Updated Thesis Today</h2><p>Today <b>I see a fairly high risk of profit-taking and a further downward movement shortly.</b>This is supported by both the general market indicators and the idiosyncratic technical signs in TSLA's price action. All of this is coupled with a strong gap between the company's market capitalization and its fair value [I update my discounted cash flow, or DCF, model upward in today's article, but that does not solve the overvaluation problem]. I am Neutral on the stock again, but this time more bearish in the short term than before.</p><h2>Profit-Taking Is Around The Corner</h2><p>In recent weeks - and indeed since late December, when the market (SP500) refused to go lower after bouncing off its 200-day moving average - we have seen strong advances in sentiment. The extreme fear of mid-October 2022 has turned into extreme greed by early February 2023, and we are still in an environment of heightened greed, according toCNN's Fear & Greed Index:</p><p><img src=\"https://static.tigerbbs.com/420ce6e30e8d175acd52aa1614ba7a9f\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CNN Business</p><p>It may seem to you in recent days that everyone is expecting another correction from current levels -<i>but that is not the case!</i>The consensus view, if you break down the above index into its component parts, is that the market should continue to rise shortly after the upcoming publication of the February CPI figures.</p><p>The McClellan Volume Summation Index - the volume of shares on the NYSE that are rising compared to the number of shares that are going down - peaked on Feb. 2 and is still at a very high level, which means the market still has a lot more buyers than sellers.</p><p><img src=\"https://static.tigerbbs.com/e6d9a80d128086a1fbcd9253302b38d3\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CNN Business</p><p>The previous highs of this indicator - April 4, August 18, and December 3, 2022 - coincided with the local highs of the S&P 500 Index (SPY). The 5-day average of the put/call ratio behaved inversely proportional, which now also indicates an extremely bullish view of the general market:</p><p><img src=\"https://static.tigerbbs.com/119d62daa3efc23c3ce1cf80bdcfc4d5\" tg-width=\"640\" tg-height=\"313\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CNN Business</p><p>I point out these indicators in the Tesla article for two reasons.</p><p><b>First</b>, TSLA is a high-beta [2.11] stock whose 30-day rolling volatility exceeds the market by almost five times [YCharts data]. Simply put, this means that the usually positive correlation between TSLA and SPX forces the former to follow the movement of the latter at double or even triple speed. Now the correlation between Tesla stock and the broader market is broken - this goes against normality and is an anomaly that usually does not last long.</p><p><b>The second reason</b>is that the market rally we have seen recently appears to have been fueled by Tesla buyers. Just look at the volumes of the biggest 12 names:</p><p><img src=\"https://static.tigerbbs.com/64359c3491b3ce1db858a6488801de55\" tg-width=\"640\" tg-height=\"441\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bloomberg, shared by jeroen blokland [Twitter: @jsblokland]</p><p>The trading volume of Tesla has seen a drastic change in 2023 compared to 2022. In 2022, a 20-day average trading volume between 60 to 90 million shares per day was considered normal, with volumes exceeding 90 to 100 million being considered remarkable. However, in 2023, days with trading volumes below 150 million are now considered modest.</p><p>In my opinion, this is because in the last few weeks, more people wanted to buy the stock every day - the excitement was enormous when the mood of the crowd changed:</p><p><img src=\"https://static.tigerbbs.com/2b2deed2224374a4d0aac83767ac08b1\" tg-width=\"640\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>socialsentiment.io, author's notes</p><p>I expect massive profit-taking in TSLA stock now that we are moving from greed to fear again in the market -<b>those who came to chase the rally will most likely start closing their positions en masse, triggering an avalanche effect.</b></p><h2>Tesla's Technicals Are Bearish</h2><p>I am not a professional technician orCMT holder- just sharing my view on technical things that I find interesting for both bulls and bears.</p><p>The influx of new buyers in recent weeks has pushed the RSI indicator higher - this indicator reached the 85 mark on the 4-hour chart in late January. Since then, however, the strength gradually began to cool down, falling to 63 by February 11. Actually, everything would be fine, but during that time [2 weeks] the stock rose by almost 20%, while the RSI fell - an RSI divergence took place, continuing to this day:</p><p><img src=\"https://static.tigerbbs.com/a6182ea18a6a3631f1f008ebf066a291\" tg-width=\"640\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TrendSpider, TSLA [4-hour], author's notes</p><p>The daily chart confirms the bearish outlook for TSLA. We see that on February 9, TSLA stock failed to break through its local resistance zone - the lows of May, June, and October of 2022 - after which the price cooled down slightly (on February 10, we saw a 5% decline). The resulting candlestick pattern is known as the "Bearish abandoned baby":</p><p><img src=\"https://static.tigerbbs.com/e9a2254681f7ed5e22aae46a4a3af0a0\" tg-width=\"640\" tg-height=\"319\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TrendSpider, TSLA (session), author's notes</p><p>This reversal pattern was, for example, on April 5 the beginning of a new downward trend:</p><p><img src=\"https://static.tigerbbs.com/0055c71df4962c92750049a5e7375223\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TrendSpider, TSLA, author's notes</p><p>Or, for example, at the end of November 2021, when the price tried twice to overcome its local resistance but finally gave up and fell by 17% within a few days:</p><p><img src=\"https://static.tigerbbs.com/826001c4e91889dad8fb32141a7f059c\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TrendSpider, TSLA, author's notes</p><p>This is just an indirect sign that Tesla has a difficult road ahead - you cannot just rely on these patterns. However, against the backdrop of the extreme greed I mentioned earlier, <b>the current technical picture is becoming way clearer in the short term</b>. Clearly bearish.</p><h2>Valuation, Again</h2><p>Let me briefly describe the conclusions I have come to in valuing Tesla last time [Jan. 10, 2023].</p><p>I took some investment banks' reports and the consensus and made the DCF assumptions much more conservative - from the working capital estimates to the WACC. I also tried to use an exit multiple [EV/EBITDA] for the Enterprise Value calculation instead of Gordon's growth rate to minimize the sensitivity of the model and thus the extent to which the forecast deviates from reality. Then TSLA was valued at $98.53 per share.</p><p>As the company's subsequent Q4 2022reportshowed, the business has performed much better than I expected - so I have now decided to revise my assumptions again.</p><p>Despite falling prices and an apparent cooling of demand in China and globally, Teslabeatthe EPS consensus forecast [by 7.28%] for the 8th consecutive quarter.</p><p>On Feb. 1, 2023, Goldman Sachs' U.S. Autos & Industrial Tech team released a report [proprietary source] on how the automotive industry and some manufacturing companies, in particular, are doing in the U.S. market. According to GS estimates, Tesla has increased its share of the U.S. light vehicle market from 3.9% to 5% over the past year, while finished vehicle inventory in that market remains below historical levels - a clear bullish sign for TSLA investors and an excellent reason to note how the cuts in selling prices are making a positive impact on sales.</p><p><img src=\"https://static.tigerbbs.com/3fd96b3221aaf3e3cdf890fc23bd56ad\" tg-width=\"640\" tg-height=\"569\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Feb. 1, 2023, Goldman Sachs' U.S. Autos & Industrial Tech team</p><p>Tyler Durden from ZeroHedgegave interesting figuresa few days after the publication of that GS report. Based onVisual Capitalist's data, Tyler notes that Tesla is the absolute leader among its competitors in terms of net profit [and so gross profit and EBIT] per car sold.</p><p>It seems like Tesla's hard work is paying off. The company, known for having trouble keeping up with demand in the past, has seen a major decrease in its order backlog. In just a matter of months, thebacklog has gonefrom a whopping 476,000 units in July 2022 to a much smaller 74,000 units by December 2022. This decrease can be credited to Tesla's incredible production growth, which saw a 41% increase from 2021 to 2022.</p><p>I cannot update my model by just tweaking the exit multiple or the WACC part - I have to take into account the positive part of the company's resilience. I decided to stick to consensus revenue growth data; I expect the EBITDA margin to be 8.5% in FY2023 and gradually increase to 15% by E2026. According to my calculations, the EBIT margin will be affected by the upcoming slowdown in the economy, but it will then grow quite actively [1% in FY2023 -> 10% in FY2026].</p><p>The ratios for working capital - including the ratio of receivables to sales, inventories to sales, and payables to sales - appear to be fairly steady and can be predicted for several years into the future without significant changes, based on the average figures. The ratio of CAPEX to sales is a crucial factor, as it greatly impacts the generation of FCF. In the past, this ratio showed a lot of variabilities, but as Tesla has grown, the ratio has steadily decreased. If there is a recession in late 2023, I anticipate that the ratio of CAPEX to sales will drop even further, possibly to as low as 7%. However, I expect it to rebound in 2024 to 8% and gradually reach 9% by E2026 as production continues to increase. Given all that, I am not making any alterations to my previous CAPEX and NWC predictions.</p><p>Just like last time, I calculate my WACC based on the CAPM model. But now my inputs shifted a little bit:</p><ul><li>beta = 2.03;</li><li>cost of debt = 8%;</li><li>tax rate = 12.99%;</li><li>risk-free rate = 3.5%;</li><li>cost of equity = 4.5%.</li></ul><p>So my WACC is only 0.3% higher than JPM's - 12.55%. In my opinion, this is a very reasonable discount rate for the risk investors take in buying Tesla shares.</p><p>However, I have decided to increase the exit EV/EBITDA multiple from 12x to 15x so that my valuation model takes into account the hopes of all investors for abnormal growth in the post-forecast period [which will start in only 4 forecast years].</p><p>Here's the output table I've got:</p><p><img src=\"https://static.tigerbbs.com/258f1e7ef0f2f41491fd1c7d42880994\" tg-width=\"503\" tg-height=\"669\" width=\"100%\" height=\"auto\"/> </p><p>As you can see, <b>my "fair" price target doubled from $98.53 to $196.89 per share.</b>However, the overvaluation has increased by a factor of ~2.5, as TSLA has already made strong gains in recent weeks.</p><p>It is nice to see that the results of my valuation - despite the rather simple approach of modeling - are around the 60-70% percentile, accordingto Aswath Damodaran's model. This means that I may be not very far from reality.</p><p>Also, the fact that Tesla's rally was so fast is not just my opinion. Analysts at Morgan Stanley, whose assumptions I discussed in great detail in one of my earlier Tesla articles, have noted that the recent rally severely limits the upside potential of TSLA stock in the near term [proprietary source]. The bulls will need a lot more tailwinds and positive news to keep the stock on the upswing:</p><p><img src=\"https://static.tigerbbs.com/8d72b9d46f30b9fefc071f20f6c060a2\" tg-width=\"640\" tg-height=\"552\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Morgan Stanley [02/09/2023] + author's notes</p><h2>The Verdict</h2><p>The market's feeling pretty greedy right now, according to CNN's Fear & Greed Index - and it looks like Tesla buyers have been driving the recent stock rally. But when the market even hints at slowing down, these buyers are likely to bail and take their profits. The normal relationship between Tesla and the overall market has gone haywire, which probably won't stick around for long. When the bears get the chance, it looks like Tesla stock will be the first to take a nosedive. Technical signals and a huge divergence from the stock's "fair value" are already showing this risk.</p><p>However, I may be wrong on all points of my analysis. If, for example, the February figures CPI turn out better than expected, the markets could receive additional growth impetus - investors now have enough cash to spend. Another risk to my thesis is the subjectivity of technical analysis and valuation. Everyone reads and analyzes charts differently, and different time frames lead to different conclusions. On the monthly chart, TSLA is far from being overbought, and even more - it may seem like a great buy right now.</p><p><img src=\"https://static.tigerbbs.com/badab3c2ce2e4808f5965df3e350755f\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TrendSpider, TSLA [monthly], author's notes</p><p>The Morningstar's systemdisagrees with my fair value conclusions - it thinks TSLA is ~12% undervalued even after its big rally:</p><p><img src=\"https://static.tigerbbs.com/3ad094da2ea771e3dabce7c88c90c2cb\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Morningstar Premium</p><p>Even though I've doubled my price target, I still think Tesla, Inc. is more likely to see a big sell-off now compared to a few weeks ago or the last time I wrote about the company. I'm keeping my Hold [Neutral] rating but can't suggest buying TSLA because of the reasons mentioned above. I believe that in 2023, investors will have even better chances to buy this stock for a lot cheaper.</p></body></html>","source":"seekingalpha_fund","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 Stock: Get Ready For A Sell-Off</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 Stock: Get Ready For A Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-14 15:28 GMT+8 <a href=https://seekingalpha.com/article/4577781-tesla-stock-get-ready-for-a-sell-off><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryToday I see a fairly high risk of profit-taking in Tesla, Inc. stock and a further downward movement shortly.This is supported by both the general market indicators and the idiosyncratic ...</p>\n\n<a href=\"https://seekingalpha.com/article/4577781-tesla-stock-get-ready-for-a-sell-off\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4577781-tesla-stock-get-ready-for-a-sell-off","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120289401","content_text":"SummaryToday I see a fairly high risk of profit-taking in Tesla, Inc. stock and a further downward movement shortly.This is supported by both the general market indicators and the idiosyncratic technical signs in Tesla's price action.The company's market cap now is much higher than its fair value, despite the doubling of my discounted cash flow analysis price output.I believe that in 2023, investors will have even better chances to buy Tesla stock for a lot cheaper.jetcityimageMy Coverage HistoryYou are now reading my 6th article onTesla, Inc.(NASDAQ:TSLA). I initiated coverage of TSLA on October 18, 2021, with a buy recommendation. At that time, the company's outlook seemed rosy and somefundamental tailwinds could support the continuation of the stock rally. Exactly 2 weeks and 3 days after that call, TSLA surged more than 46% and marked its all-time high, which was never reached again.TrendSpider, author's notesIn mid-June 2022, I proposeda pair trade idea- a long position in Tesla and a short position in Lucid Group, Inc.(LCID) for the same dollar amount. I reasoned that the most robust company would continue to outperform the fast-growing niche of the auto market. In contrast, the most overvalued company in the group would continue to experience strong multiple contraction andfall much deeper. Since then, the spread between the two stocks has been comfortable enough to make money even after factoring in the commission on the short position and the sharp drop in TSLA in December 2022:Data byYChartsOn October 21, I was Neutral, saying Tesla stock was overvalued and warning about the risks in the company's accounting - this call coincided with the start of \"the great meltdown.\"At the end of December, I caught the news that Elon Musk had stopped selling his stock and would not sell for 1-2 more years - at least that's what he announced publicly. Few people wrote about it at the time, but as it turned out later, my guess about reducing supply in the market had a positive effect on the price action.Inthe last article- \"Tesla Stock: Go Fishing Below $100\" - I wrote the following:No one knows exactly when the downward slide of Tesla stock will end. However, one thing seems clear to me -TSLA's 43% drop in just 2 last months looks like a textbook stock market overreactionagainst a backdrop of plenty of negative news and a lack of positive news for the company.[emphasis added by the author]Then I expected TSLA to fall even lower - that's when I suggested taking a position in the portfolio. I was wrong - after my call, the stock has not fallen below $116 and has gained >80% in 2 weeks and 2 days.My Updated Thesis TodayToday I see a fairly high risk of profit-taking and a further downward movement shortly.This is supported by both the general market indicators and the idiosyncratic technical signs in TSLA's price action. All of this is coupled with a strong gap between the company's market capitalization and its fair value [I update my discounted cash flow, or DCF, model upward in today's article, but that does not solve the overvaluation problem]. I am Neutral on the stock again, but this time more bearish in the short term than before.Profit-Taking Is Around The CornerIn recent weeks - and indeed since late December, when the market (SP500) refused to go lower after bouncing off its 200-day moving average - we have seen strong advances in sentiment. The extreme fear of mid-October 2022 has turned into extreme greed by early February 2023, and we are still in an environment of heightened greed, according toCNN's Fear & Greed Index:CNN BusinessIt may seem to you in recent days that everyone is expecting another correction from current levels -but that is not the case!The consensus view, if you break down the above index into its component parts, is that the market should continue to rise shortly after the upcoming publication of the February CPI figures.The McClellan Volume Summation Index - the volume of shares on the NYSE that are rising compared to the number of shares that are going down - peaked on Feb. 2 and is still at a very high level, which means the market still has a lot more buyers than sellers.CNN BusinessThe previous highs of this indicator - April 4, August 18, and December 3, 2022 - coincided with the local highs of the S&P 500 Index (SPY). The 5-day average of the put/call ratio behaved inversely proportional, which now also indicates an extremely bullish view of the general market:CNN BusinessI point out these indicators in the Tesla article for two reasons.First, TSLA is a high-beta [2.11] stock whose 30-day rolling volatility exceeds the market by almost five times [YCharts data]. Simply put, this means that the usually positive correlation between TSLA and SPX forces the former to follow the movement of the latter at double or even triple speed. Now the correlation between Tesla stock and the broader market is broken - this goes against normality and is an anomaly that usually does not last long.The second reasonis that the market rally we have seen recently appears to have been fueled by Tesla buyers. Just look at the volumes of the biggest 12 names:Bloomberg, shared by jeroen blokland [Twitter: @jsblokland]The trading volume of Tesla has seen a drastic change in 2023 compared to 2022. In 2022, a 20-day average trading volume between 60 to 90 million shares per day was considered normal, with volumes exceeding 90 to 100 million being considered remarkable. However, in 2023, days with trading volumes below 150 million are now considered modest.In my opinion, this is because in the last few weeks, more people wanted to buy the stock every day - the excitement was enormous when the mood of the crowd changed:socialsentiment.io, author's notesI expect massive profit-taking in TSLA stock now that we are moving from greed to fear again in the market -those who came to chase the rally will most likely start closing their positions en masse, triggering an avalanche effect.Tesla's Technicals Are BearishI am not a professional technician orCMT holder- just sharing my view on technical things that I find interesting for both bulls and bears.The influx of new buyers in recent weeks has pushed the RSI indicator higher - this indicator reached the 85 mark on the 4-hour chart in late January. Since then, however, the strength gradually began to cool down, falling to 63 by February 11. Actually, everything would be fine, but during that time [2 weeks] the stock rose by almost 20%, while the RSI fell - an RSI divergence took place, continuing to this day:TrendSpider, TSLA [4-hour], author's notesThe daily chart confirms the bearish outlook for TSLA. We see that on February 9, TSLA stock failed to break through its local resistance zone - the lows of May, June, and October of 2022 - after which the price cooled down slightly (on February 10, we saw a 5% decline). The resulting candlestick pattern is known as the \"Bearish abandoned baby\":TrendSpider, TSLA (session), author's notesThis reversal pattern was, for example, on April 5 the beginning of a new downward trend:TrendSpider, TSLA, author's notesOr, for example, at the end of November 2021, when the price tried twice to overcome its local resistance but finally gave up and fell by 17% within a few days:TrendSpider, TSLA, author's notesThis is just an indirect sign that Tesla has a difficult road ahead - you cannot just rely on these patterns. However, against the backdrop of the extreme greed I mentioned earlier, the current technical picture is becoming way clearer in the short term. Clearly bearish.Valuation, AgainLet me briefly describe the conclusions I have come to in valuing Tesla last time [Jan. 10, 2023].I took some investment banks' reports and the consensus and made the DCF assumptions much more conservative - from the working capital estimates to the WACC. I also tried to use an exit multiple [EV/EBITDA] for the Enterprise Value calculation instead of Gordon's growth rate to minimize the sensitivity of the model and thus the extent to which the forecast deviates from reality. Then TSLA was valued at $98.53 per share.As the company's subsequent Q4 2022reportshowed, the business has performed much better than I expected - so I have now decided to revise my assumptions again.Despite falling prices and an apparent cooling of demand in China and globally, Teslabeatthe EPS consensus forecast [by 7.28%] for the 8th consecutive quarter.On Feb. 1, 2023, Goldman Sachs' U.S. Autos & Industrial Tech team released a report [proprietary source] on how the automotive industry and some manufacturing companies, in particular, are doing in the U.S. market. According to GS estimates, Tesla has increased its share of the U.S. light vehicle market from 3.9% to 5% over the past year, while finished vehicle inventory in that market remains below historical levels - a clear bullish sign for TSLA investors and an excellent reason to note how the cuts in selling prices are making a positive impact on sales.Feb. 1, 2023, Goldman Sachs' U.S. Autos & Industrial Tech teamTyler Durden from ZeroHedgegave interesting figuresa few days after the publication of that GS report. Based onVisual Capitalist's data, Tyler notes that Tesla is the absolute leader among its competitors in terms of net profit [and so gross profit and EBIT] per car sold.It seems like Tesla's hard work is paying off. The company, known for having trouble keeping up with demand in the past, has seen a major decrease in its order backlog. In just a matter of months, thebacklog has gonefrom a whopping 476,000 units in July 2022 to a much smaller 74,000 units by December 2022. This decrease can be credited to Tesla's incredible production growth, which saw a 41% increase from 2021 to 2022.I cannot update my model by just tweaking the exit multiple or the WACC part - I have to take into account the positive part of the company's resilience. I decided to stick to consensus revenue growth data; I expect the EBITDA margin to be 8.5% in FY2023 and gradually increase to 15% by E2026. According to my calculations, the EBIT margin will be affected by the upcoming slowdown in the economy, but it will then grow quite actively [1% in FY2023 -> 10% in FY2026].The ratios for working capital - including the ratio of receivables to sales, inventories to sales, and payables to sales - appear to be fairly steady and can be predicted for several years into the future without significant changes, based on the average figures. The ratio of CAPEX to sales is a crucial factor, as it greatly impacts the generation of FCF. In the past, this ratio showed a lot of variabilities, but as Tesla has grown, the ratio has steadily decreased. If there is a recession in late 2023, I anticipate that the ratio of CAPEX to sales will drop even further, possibly to as low as 7%. However, I expect it to rebound in 2024 to 8% and gradually reach 9% by E2026 as production continues to increase. Given all that, I am not making any alterations to my previous CAPEX and NWC predictions.Just like last time, I calculate my WACC based on the CAPM model. But now my inputs shifted a little bit:beta = 2.03;cost of debt = 8%;tax rate = 12.99%;risk-free rate = 3.5%;cost of equity = 4.5%.So my WACC is only 0.3% higher than JPM's - 12.55%. In my opinion, this is a very reasonable discount rate for the risk investors take in buying Tesla shares.However, I have decided to increase the exit EV/EBITDA multiple from 12x to 15x so that my valuation model takes into account the hopes of all investors for abnormal growth in the post-forecast period [which will start in only 4 forecast years].Here's the output table I've got: As you can see, my \"fair\" price target doubled from $98.53 to $196.89 per share.However, the overvaluation has increased by a factor of ~2.5, as TSLA has already made strong gains in recent weeks.It is nice to see that the results of my valuation - despite the rather simple approach of modeling - are around the 60-70% percentile, accordingto Aswath Damodaran's model. This means that I may be not very far from reality.Also, the fact that Tesla's rally was so fast is not just my opinion. Analysts at Morgan Stanley, whose assumptions I discussed in great detail in one of my earlier Tesla articles, have noted that the recent rally severely limits the upside potential of TSLA stock in the near term [proprietary source]. The bulls will need a lot more tailwinds and positive news to keep the stock on the upswing:Morgan Stanley [02/09/2023] + author's notesThe VerdictThe market's feeling pretty greedy right now, according to CNN's Fear & Greed Index - and it looks like Tesla buyers have been driving the recent stock rally. But when the market even hints at slowing down, these buyers are likely to bail and take their profits. The normal relationship between Tesla and the overall market has gone haywire, which probably won't stick around for long. When the bears get the chance, it looks like Tesla stock will be the first to take a nosedive. Technical signals and a huge divergence from the stock's \"fair value\" are already showing this risk.However, I may be wrong on all points of my analysis. If, for example, the February figures CPI turn out better than expected, the markets could receive additional growth impetus - investors now have enough cash to spend. Another risk to my thesis is the subjectivity of technical analysis and valuation. Everyone reads and analyzes charts differently, and different time frames lead to different conclusions. On the monthly chart, TSLA is far from being overbought, and even more - it may seem like a great buy right now.TrendSpider, TSLA [monthly], author's notesThe Morningstar's systemdisagrees with my fair value conclusions - it thinks TSLA is ~12% undervalued even after its big rally:Morningstar PremiumEven though I've doubled my price target, I still think Tesla, Inc. is more likely to see a big sell-off now compared to a few weeks ago or the last time I wrote about the company. I'm keeping my Hold [Neutral] rating but can't suggest buying TSLA because of the reasons mentioned above. I believe that in 2023, investors will have even better chances to buy this stock for a lot cheaper.","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952528660,"gmtCreate":1674831373450,"gmtModify":1676538961395,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952528660","repostId":"1194593831","repostType":4,"repost":{"id":"1194593831","kind":"news","pubTimestamp":1674833295,"share":"https://ttm.financial/m/news/1194593831?lang=&edition=fundamental","pubTime":"2023-01-27 23:28","market":"us","language":"en","title":"The Next Leg Lower In The S&P 500 May Be Starting","url":"https://stock-news.laohu8.com/highlight/detail?id=1194593831","media":"Seeking Alpha","summary":"SummaryThe S&P 500 is very expensive on a PE multiple basis.The index is also very expensive relativ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&P 500 is very expensive on a PE multiple basis.</li><li>The index is also very expensive relative to the 10-year rate.</li><li>This is for earnings growth that is deteriorating.</li></ul><p>The next leg of the bear market could be here, as investors begin to turn their attention away from the Fed to a significant deceleration in earnings as valuations head higher. Relative to bonds, stocks haven't been this expensive in more than a decade, which should make investors take a step back and look at what they are paying for.</p><p>The S&P 500 (SP500) is currently trading for around 18 times 2023 earnings estimates of $224.68. While that may sound cheap, it is not cheap over the long run; it is just that investors have gotten used to the bloated valuation witnessed during the pandemic bubble. It is especially true as earnings estimate steadily decline for 2023 and the projected growth is melting away.</p><p><img src=\"https://static.tigerbbs.com/b3991dc59575499371b6df0f452d2103\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>18</p><p>More interesting is that roughly 18 times earnings have served as a top in the S&P 500 during the August and December peaks. Historically, the only times that the index traded above 18 times forward earnings were from 1997 until 2001 and late 2019 until the winter of 2022, which were undoubtedly bubble periods.</p><p><img src=\"https://static.tigerbbs.com/b2c40086b05ab604a47259198c293248\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Relatively Over Valued</b></p><p>Even when comparing the S&P 500 to interest rates, the S&P 500 is not cheap, with an earnings yield for 2023 of around 5.7% versus a 10-year rate of about 3.45%. That creates a spread of approximately 2.25%, the narrowest spread between the two since 2007. It tells us that S&P 500 is expensive versus the 10-year rate.</p><p><img src=\"https://static.tigerbbs.com/d67b493e3cf0b607570e27b93ab03fe4\" tg-width=\"640\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>So, not only are stocks expensive on an absolute basis and when evaluating the S&P 500 versus the 10-year rate, but it is also expensive when considering the index is expected to grow earnings by just 3% in 2023, as earnings and profit margins are revised lower.</p><p><img src=\"https://static.tigerbbs.com/c473408e75d19c0ea36d955d70c6d7f1\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Below Trend Growth</b></p><p>On top of that, mounting evidence suggests that earnings estimates are likely to head lower as the economy continues to slow to below-trend growth rates as the Fed is targeting. The US Leading Indicators, over time, have had a strong relationship with trends in earnings growth rates. Currently, the LEI is down by 7.4% on a year-over-year basis and has been steadily trending lower since peaking in the summer of 2021.</p><p><img src=\"https://static.tigerbbs.com/ce4e01b3959964f228860c5a89f35a7c\" tg-width=\"640\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Additionally, there is a similar relationship when using the ISM manufacturing index. This also tells us that the economy is slowing, and year-over-year earnings growth tends to follow the ISM trends over time.</p><p><img src=\"https://static.tigerbbs.com/dd9e71df7e9a9cd8da485574f9866e5f\" tg-width=\"640\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>When breaking this market down, it is overvalued on many levels, making it hard for the index to continue to push higher from here. It is probably why the index has stopped rising on the two prior occasions around 18 times and is struggling to move higher on this most recent test of that PE ratio.</p><p><img src=\"https://static.tigerbbs.com/5a5e2fd36c94297bd6cfec54dc1e803c\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The bulls need to ask themselves how much they are willing to pay for earnings on an index that will have virtually no earnings growth in 2023 and is trading with its tightest premium to the 10-year rate in 15 years as there remains a great deal of uncertainty around the path of monetary policy and the overall direction of inflation.</p></body></html>","source":"seekingalpha_fund","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>The Next Leg Lower In The S&P 500 May Be Starting</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\">\nThe Next Leg Lower In The S&P 500 May Be Starting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-27 23:28 GMT+8 <a href=https://seekingalpha.com/article/4572327-next-leg-lower-in-sp-500-may-be-starting><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 is very expensive on a PE multiple basis.The index is also very expensive relative to the 10-year rate.This is for earnings growth that is deteriorating.The next leg of the bear ...</p>\n\n<a href=\"https://seekingalpha.com/article/4572327-next-leg-lower-in-sp-500-may-be-starting\">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"},"source_url":"https://seekingalpha.com/article/4572327-next-leg-lower-in-sp-500-may-be-starting","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194593831","content_text":"SummaryThe S&P 500 is very expensive on a PE multiple basis.The index is also very expensive relative to the 10-year rate.This is for earnings growth that is deteriorating.The next leg of the bear market could be here, as investors begin to turn their attention away from the Fed to a significant deceleration in earnings as valuations head higher. Relative to bonds, stocks haven't been this expensive in more than a decade, which should make investors take a step back and look at what they are paying for.The S&P 500 (SP500) is currently trading for around 18 times 2023 earnings estimates of $224.68. While that may sound cheap, it is not cheap over the long run; it is just that investors have gotten used to the bloated valuation witnessed during the pandemic bubble. It is especially true as earnings estimate steadily decline for 2023 and the projected growth is melting away.Bloomberg18More interesting is that roughly 18 times earnings have served as a top in the S&P 500 during the August and December peaks. Historically, the only times that the index traded above 18 times forward earnings were from 1997 until 2001 and late 2019 until the winter of 2022, which were undoubtedly bubble periods.BloombergRelatively Over ValuedEven when comparing the S&P 500 to interest rates, the S&P 500 is not cheap, with an earnings yield for 2023 of around 5.7% versus a 10-year rate of about 3.45%. That creates a spread of approximately 2.25%, the narrowest spread between the two since 2007. It tells us that S&P 500 is expensive versus the 10-year rate.BloombergSo, not only are stocks expensive on an absolute basis and when evaluating the S&P 500 versus the 10-year rate, but it is also expensive when considering the index is expected to grow earnings by just 3% in 2023, as earnings and profit margins are revised lower.BloombergBelow Trend GrowthOn top of that, mounting evidence suggests that earnings estimates are likely to head lower as the economy continues to slow to below-trend growth rates as the Fed is targeting. The US Leading Indicators, over time, have had a strong relationship with trends in earnings growth rates. Currently, the LEI is down by 7.4% on a year-over-year basis and has been steadily trending lower since peaking in the summer of 2021.BloombergAdditionally, there is a similar relationship when using the ISM manufacturing index. This also tells us that the economy is slowing, and year-over-year earnings growth tends to follow the ISM trends over time.BloombergWhen breaking this market down, it is overvalued on many levels, making it hard for the index to continue to push higher from here. It is probably why the index has stopped rising on the two prior occasions around 18 times and is struggling to move higher on this most recent test of that PE ratio.BloombergThe bulls need to ask themselves how much they are willing to pay for earnings on an index that will have virtually no earnings growth in 2023 and is trading with its tightest premium to the 10-year rate in 15 years as there remains a great deal of uncertainty around the path of monetary policy and the overall direction of inflation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952167376,"gmtCreate":1674541013496,"gmtModify":1676538945697,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952167376","repostId":"1126742462","repostType":4,"repost":{"id":"1126742462","kind":"news","pubTimestamp":1674519253,"share":"https://ttm.financial/m/news/1126742462?lang=&edition=fundamental","pubTime":"2023-01-24 08:14","market":"us","language":"en","title":"Elon Musk’s Fortune Soars $11 Billion in Two Days While Testifying","url":"https://stock-news.laohu8.com/highlight/detail?id=1126742462","media":"Bloomberg","summary":"As Elon Musk was giving his second day of testimony in San Francisco about his 2018 Tesla Inc. go-pr","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/19a4194dc9030ba7d88b0a0bebfc84cc\" tg-width=\"1000\" tg-height=\"666\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>As Elon Musk was giving his second day of testimony in San Francisco about his 2018 Tesla Inc. go-private tweet, his wealth was increasing by the most in more than two months.</p><p>Musk’s fortune has swelled by about $10.6 billion to $145.2 billion since taking the stand on Friday, according to theBloomberg Billionaires Index, the biggest two-day gain since November. His net worth has rebounded this year along with the majority of the world’s 500 richest people as markets bounce back from a turbulent 2022.</p><p>Musk, 51, is facing a securities-fraud lawsuit stemming from his tweetin August 2018 in which he said he was “considering taking Tesla private at $420. Funding secured.” Investors are arguing that his claims about having the money to take the electric carmaker private amounted to lies that saddled them with big losses before the plan was abandoned. Musk has maintained that there’s no causal link between his tweets and the share-price move (Tesla stock rose as much as 13.3% on the day of the take-private tweet).</p><p>It’s not clear which way the federal jury trial will go. Musk told Saudi investors in 2018 that hedidn’t own enough of Tesla to take it private by himself, according to a transcript of the conversation disclosed in a proposed court filing Monday. Musk maintained that the Riyadh-based Public Investment Fund “unequivocallywanted to take Tesla private” and accused Yasir Al-Rumayyan, the governor of Saudi Arabia’s sovereign wealth fund, of backpedaling.</p><p>Musk said he owned around 19% of Tesla at the time, and possibly 25% if he exercised some options, according to the transcript. He now owns about 13%, after sellingalmost $40 billionsince late 2021 to pay taxes and help fund his Twitter acquisition.</p><p>The billionaire also insisted that his Space Exploration Technologies Corp. shares alone would have secured the funding needed to take Tesla private. SpaceX has become an increasingly crucial part of his fortune — his 42% stake in the closely held company is worth about $49 billion, according to the Bloomberg wealth index.</p><p>Musk, who bought Twitter for $54.20 a share, was asked about the root of his $420 share price offer. He said it was “not a joke.”</p><p>But “there is some karma around 420,” he said. There’s a “question whether that is good or bad karma at this point.”</p><p>Musk last month became the first person ever to see$200 billion erasedfrom their net worth. He’s now down about $195 billion from his peak.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk’s Fortune Soars $11 Billion in Two Days While Testifying</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk’s Fortune Soars $11 Billion in Two Days While Testifying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-24 08:14 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-01-23/elon-musk-fortune-soars-11-billion-in-two-days-while-testifying-on-tesla-tweet><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As Elon Musk was giving his second day of testimony in San Francisco about his 2018 Tesla Inc. go-private tweet, his wealth was increasing by the most in more than two months.Musk’s fortune has ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-23/elon-musk-fortune-soars-11-billion-in-two-days-while-testifying-on-tesla-tweet\">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.bloomberg.com/news/articles/2023-01-23/elon-musk-fortune-soars-11-billion-in-two-days-while-testifying-on-tesla-tweet","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126742462","content_text":"As Elon Musk was giving his second day of testimony in San Francisco about his 2018 Tesla Inc. go-private tweet, his wealth was increasing by the most in more than two months.Musk’s fortune has swelled by about $10.6 billion to $145.2 billion since taking the stand on Friday, according to theBloomberg Billionaires Index, the biggest two-day gain since November. His net worth has rebounded this year along with the majority of the world’s 500 richest people as markets bounce back from a turbulent 2022.Musk, 51, is facing a securities-fraud lawsuit stemming from his tweetin August 2018 in which he said he was “considering taking Tesla private at $420. Funding secured.” Investors are arguing that his claims about having the money to take the electric carmaker private amounted to lies that saddled them with big losses before the plan was abandoned. Musk has maintained that there’s no causal link between his tweets and the share-price move (Tesla stock rose as much as 13.3% on the day of the take-private tweet).It’s not clear which way the federal jury trial will go. Musk told Saudi investors in 2018 that hedidn’t own enough of Tesla to take it private by himself, according to a transcript of the conversation disclosed in a proposed court filing Monday. Musk maintained that the Riyadh-based Public Investment Fund “unequivocallywanted to take Tesla private” and accused Yasir Al-Rumayyan, the governor of Saudi Arabia’s sovereign wealth fund, of backpedaling.Musk said he owned around 19% of Tesla at the time, and possibly 25% if he exercised some options, according to the transcript. He now owns about 13%, after sellingalmost $40 billionsince late 2021 to pay taxes and help fund his Twitter acquisition.The billionaire also insisted that his Space Exploration Technologies Corp. shares alone would have secured the funding needed to take Tesla private. SpaceX has become an increasingly crucial part of his fortune — his 42% stake in the closely held company is worth about $49 billion, according to the Bloomberg wealth index.Musk, who bought Twitter for $54.20 a share, was asked about the root of his $420 share price offer. He said it was “not a joke.”But “there is some karma around 420,” he said. There’s a “question whether that is good or bad karma at this point.”Musk last month became the first person ever to see$200 billion erasedfrom their net worth. He’s now down about $195 billion from his peak.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952387288,"gmtCreate":1674464252245,"gmtModify":1676538941411,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952387288","repostId":"2305978130","repostType":2,"repost":{"id":"2305978130","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674461361,"share":"https://ttm.financial/m/news/2305978130?lang=&edition=fundamental","pubTime":"2023-01-23 16:09","market":"us","language":"en","title":"Giant Fund Buys Up Tesla and Plug Power Stock, Sells GM","url":"https://stock-news.laohu8.com/highlight/detail?id=2305978130","media":"Dow Jones","summary":"A large European asset manager recently made adjustments in its U.S.-traded stock investments that s","content":"<html><head></head><body><p>A large European asset manager recently made adjustments in its U.S.-traded stock investments that seem to favor electric vehicles over traditional car makers.</p><p>DNB Asset Management materially increased investments in EV maker <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and Plug Power <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a>, a hydrogen fuel-cell technology company, while slashing its stake in General Motors <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> in the fourth quarter. The unit of Norway's largest financial-services firm, DNB, disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission.</p><p>DNB, which manages about $87 billion in assets, declined to comment on the stock trades.</p><p>Tesla stock dove 65% in 2022, compared with a 19% drop in the S&P 500 index. So far in 2023, the shares are up 8.3%, while the index has added 3.5%. DNB bought 87,491 more Tesla shares in the fourth quarter to end 2022 with 617,655 shares.</p><p>Most of the slide in Tesla shares last year was in the fourth quarter. A major part of the backdrop was the closing of Tesla CEO Elon Musk's acquisition of social-media platform Twitter. Musk's tenure at Twitter has been volatile, and issues there seem to inordinately affect Tesla stock. Apart from Twitter, the auto maker lost market share in the fourth quarter, and Tesla has been cutting prices in the new year.</p><p>In December, Plug Power announced an alliance with Tesla rival Nikola <a href=\"https://laohu8.com/S/NKLA\">$(NKLA)$</a>, which makes battery- and hydrogen-powered semi-trucks and has an energy-solutions division. Plug Power had disclosed project delays in October, followed by a November announcement of lower-than-expected third-quarter sales.</p><p>Plug Power stock dove 56% in 2022, but so far in 2023 shares have surged 29%. Part of the surge in the new year came with the Jan. 10 announcement that Plug Power received a contract to provide hydrogen-liquefaction systems to <a href=\"https://laohu8.com/S/TRP\">TC Energy</a> <a href=\"https://laohu8.com/S/TRP.UK\">$(TRP.UK)$</a>.</p><p>DNB bought 243,041 more Plug Power shares to end the fourth quarter with 2.1 million shares.</p><p>DNB sold 687,060 GM shares in the quarter, slashing its stake to 210,901 shares. GM stock crumbled 43% in 2022, and so far in January shares are up 5%.</p><p>GM may be known as a maker of conventional, gas-powered cars, but it is also a formidable competitor to Tesla for EVs. GM's EV business isn't now profitable, but the company expects it to be "solidly profitable" by 2025. CEO Mary Barra told us in November that investors and analysts "don't understand the power that we have and that we're funding this transformation" to EVs from conventional cars.</p><p>Inside Scoop is a regular Barron's feature covering stock transactions by corporate executives and board members -- so-called insiders -- as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.</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>Giant Fund Buys Up Tesla and Plug Power Stock, Sells GM</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\">\nGiant Fund Buys Up Tesla and Plug Power Stock, Sells GM\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\">2023-01-23 16:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A large European asset manager recently made adjustments in its U.S.-traded stock investments that seem to favor electric vehicles over traditional car makers.</p><p>DNB Asset Management materially increased investments in EV maker <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and Plug Power <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a>, a hydrogen fuel-cell technology company, while slashing its stake in General Motors <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> in the fourth quarter. The unit of Norway's largest financial-services firm, DNB, disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission.</p><p>DNB, which manages about $87 billion in assets, declined to comment on the stock trades.</p><p>Tesla stock dove 65% in 2022, compared with a 19% drop in the S&P 500 index. So far in 2023, the shares are up 8.3%, while the index has added 3.5%. DNB bought 87,491 more Tesla shares in the fourth quarter to end 2022 with 617,655 shares.</p><p>Most of the slide in Tesla shares last year was in the fourth quarter. A major part of the backdrop was the closing of Tesla CEO Elon Musk's acquisition of social-media platform Twitter. Musk's tenure at Twitter has been volatile, and issues there seem to inordinately affect Tesla stock. Apart from Twitter, the auto maker lost market share in the fourth quarter, and Tesla has been cutting prices in the new year.</p><p>In December, Plug Power announced an alliance with Tesla rival Nikola <a href=\"https://laohu8.com/S/NKLA\">$(NKLA)$</a>, which makes battery- and hydrogen-powered semi-trucks and has an energy-solutions division. Plug Power had disclosed project delays in October, followed by a November announcement of lower-than-expected third-quarter sales.</p><p>Plug Power stock dove 56% in 2022, but so far in 2023 shares have surged 29%. Part of the surge in the new year came with the Jan. 10 announcement that Plug Power received a contract to provide hydrogen-liquefaction systems to <a href=\"https://laohu8.com/S/TRP\">TC Energy</a> <a href=\"https://laohu8.com/S/TRP.UK\">$(TRP.UK)$</a>.</p><p>DNB bought 243,041 more Plug Power shares to end the fourth quarter with 2.1 million shares.</p><p>DNB sold 687,060 GM shares in the quarter, slashing its stake to 210,901 shares. GM stock crumbled 43% in 2022, and so far in January shares are up 5%.</p><p>GM may be known as a maker of conventional, gas-powered cars, but it is also a formidable competitor to Tesla for EVs. GM's EV business isn't now profitable, but the company expects it to be "solidly profitable" by 2025. CEO Mary Barra told us in November that investors and analysts "don't understand the power that we have and that we're funding this transformation" to EVs from conventional cars.</p><p>Inside Scoop is a regular Barron's feature covering stock transactions by corporate executives and board members -- so-called insiders -- as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4559":"巴菲特持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","GM":"通用汽车","LU2063271972.USD":"富兰克林创新领域基金","TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4581":"高盛持仓","BK4096":"电气部件与设备","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4541":"氢能源","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823411888.USD":"法巴消费创新基金 Cap","BK4555":"新能源车","BK4566":"资本集团","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","PLUG":"普拉格能源"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305978130","content_text":"A large European asset manager recently made adjustments in its U.S.-traded stock investments that seem to favor electric vehicles over traditional car makers.DNB Asset Management materially increased investments in EV maker Tesla and Plug Power $(PLUG)$, a hydrogen fuel-cell technology company, while slashing its stake in General Motors $(GM)$ in the fourth quarter. The unit of Norway's largest financial-services firm, DNB, disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission.DNB, which manages about $87 billion in assets, declined to comment on the stock trades.Tesla stock dove 65% in 2022, compared with a 19% drop in the S&P 500 index. So far in 2023, the shares are up 8.3%, while the index has added 3.5%. DNB bought 87,491 more Tesla shares in the fourth quarter to end 2022 with 617,655 shares.Most of the slide in Tesla shares last year was in the fourth quarter. A major part of the backdrop was the closing of Tesla CEO Elon Musk's acquisition of social-media platform Twitter. Musk's tenure at Twitter has been volatile, and issues there seem to inordinately affect Tesla stock. Apart from Twitter, the auto maker lost market share in the fourth quarter, and Tesla has been cutting prices in the new year.In December, Plug Power announced an alliance with Tesla rival Nikola $(NKLA)$, which makes battery- and hydrogen-powered semi-trucks and has an energy-solutions division. Plug Power had disclosed project delays in October, followed by a November announcement of lower-than-expected third-quarter sales.Plug Power stock dove 56% in 2022, but so far in 2023 shares have surged 29%. Part of the surge in the new year came with the Jan. 10 announcement that Plug Power received a contract to provide hydrogen-liquefaction systems to TC Energy $(TRP.UK)$.DNB bought 243,041 more Plug Power shares to end the fourth quarter with 2.1 million shares.DNB sold 687,060 GM shares in the quarter, slashing its stake to 210,901 shares. GM stock crumbled 43% in 2022, and so far in January shares are up 5%.GM may be known as a maker of conventional, gas-powered cars, but it is also a formidable competitor to Tesla for EVs. GM's EV business isn't now profitable, but the company expects it to be \"solidly profitable\" by 2025. CEO Mary Barra told us in November that investors and analysts \"don't understand the power that we have and that we're funding this transformation\" to EVs from conventional cars.Inside Scoop is a regular Barron's feature covering stock transactions by corporate executives and board members -- so-called insiders -- as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.","news_type":1},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952949289,"gmtCreate":1674392992241,"gmtModify":1676538939136,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952949289","repostId":"1166323833","repostType":4,"repost":{"id":"1166323833","kind":"news","pubTimestamp":1674358453,"share":"https://ttm.financial/m/news/1166323833?lang=&edition=fundamental","pubTime":"2023-01-22 11:34","market":"us","language":"en","title":"Wall Street's Top 10 Stock Calls This Week: Microsoft, Adobe, Crowdstrike, PayPal, Roblox and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1166323833","media":"The Fly","summary":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street","content":"<html><head></head><body><p>Wall Street experts reveal the five stocks to buy, five stocks to sell this week</p><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of January 16-20.</p><h3>Top 5 Buy calls:</h3><p><a href=\"https://laohu8.com/S/ADBE\">Adobe </a> – William Blair starts coverage of the stock with an Outperform</p><p>On January 17, William Blair analyst Jake Roberge initiated coverage of Adobe with an Outperform rating. Adobe has built a sizable competitive moat for its platform by remaining hyper-focused on its three core markets of creative, marketing, and document workflows, which has helped the company build deep vertical expertise within each of these segments, Roberge tells investors. While acknowledging Adobe is already at a large scale, the analyst says he believes the company's addressable market is significant and he sees numerous drivers of growth.</p><p><a href=\"https://laohu8.com/S/DPZ\">Domino’s Pizza </a> – Morgan Stanley upgrades stock to Overweight, ups target to $430</p><p>On January 17, Morgan Stanley analyst Brian Harbour upgraded Domino's Pizza to Overweight from Equal Weight with a price target of $430, up from $370, after assuming coverage of the name. Domino's Pizza is better positioned to handle a downturn than in the past and with an attractive multiyear opportunity to continue to consolidate the carryout market, Harbour tells investors in a research note.</p><p><a href=\"https://laohu8.com/S/CRWD\">Crowdstrike </a> – BMO and Scotiabank start coverage of the name with Buy-equivalent ratings</p><p>On January 18, BMO Capital analyst Keith Bachman initiated coverage of Crowdstrike with an Outperform rating and $120 price target, citing his belief that CrowdStrike offers "best-in-class endpoint security capabilities" and an expanding platform that will help it compete against Microsoft (MSFT) and others. He also thinks CrowdStrike will benefit from consolidation, particularly as organizations adopt XDR.</p><p>Scotiabank analyst Patrick Colville also started coverage of Crowdstrike with an Outperform rating and $132 price target. CrowdStrike has "a great product," is early in its penetration of a "robust" end-market, and has scale and profitability, making "one of the very few companies in our coverage" where he doesn't see an overhang risk in 2023, Colville tells investors. Consensus ARR and free cash flow estimates have been reset to a level he views as "eminently achievable."</p><p><a href=\"https://laohu8.com/S/GPN\">Global Payments </a> – Morgan Stanley upgrades stock to Overweight, ups target to $135</p><p>On January 17, Morgan Stanley analyst James Faucette upgraded Global Payments to Overweight from Equal Weight with a price target of $135, up from $124. The analyst cites a more favorable competitive backdrop, attractive valuation, the company's "better recession resilience than feared" and its consistent execution on strategic acquisitions for the upgrade. The competitive environment is changing to favor the incumbents in the payments space, Faucette tells investors in a research note. He believes the shares offer a "compelling valuation" at current share levels.</p><p><a href=\"https://laohu8.com/S/PM\">Philip Morris </a> – Stock upgraded at Jefferies as tobacco sentiment may finally improve</p><p>On January 19, Jefferies analyst Owen Bennett upgraded Philip Morris to Buy from Hold with a price target of $118, up from $86. Tobacco sector sentiment could "finally" shift in 2023 as a likely search for returns visibility triggers more work to better understand the space, Bennett contends. While maybe not recession-proof, "tobacco is certainly recession-resistant," with better returns visibility in a deteriorating macro backdrop, Bennett tells investors.</p><h3>Top 5 Sell calls:</h3><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> – Guggenheim downgrades the stock to Sell with a price target of $212</p><p>On January 17, Guggenheim analyst John DiFucci downgraded Microsoft to Sell from Neutral with a $212 price target. While stating that his call on the software sector "hasn't really changed" since he launched coverage in August, the analyst says he believes "numbers still have to come down for many" in the group.</p><p><a href=\"https://laohu8.com/S/PYPL\">PayPal </a> – SMBC Nikko downgrades the stock to Underperform, lowers price target to $75</p><p>On January 18, SMBC Nikko analyst Andrew Bauch downgraded PayPal to Underperform from Neutral with a price target of $75, down from $95. At a bare minimum, the rate of PayPal's branded share of checkout gains has slowed considerably, particularly in 2022, Bauch tells investors in a research note. The analyst believes PayPal has never been more vulnerable to branded share losses.</p><p><a href=\"https://laohu8.com/S/RBLX\">Roblox </a> – Morgan Stanley downgrades the stock to Underweight, cuts target to $24</p><p>On January 19, Morgan Stanley analyst Matthew Cost downgraded Roblox to Underweight from Equal Weight with a price target of $24, down from $27.50. Cost believes the bookings reacceleration in the first half of the year is priced in, with more mixed catalysts ahead, and expects slower growth in the second half of 2023 and minimal upside from advertising in the near-term, the analyst tells investors in a research note. Cost views North America trends and immersive ads as unlikely to drive further upward revisions this year.</p><p><a href=\"https://laohu8.com/S/SCHW\">Charles Schwab </a> – BofA double downgrades the stock to Underperform from Buy</p><p>On January 19, BofA analyst Craig Siegenthaler double downgraded Charles Schwab to Underperform from Buy with a price target of $75, down from $92, citing his view that client cash sorting will continue at an elevated pace in the first half of the year, pressuring liquidity, interest earnings assets and bank deposit account levels. He also believes the Fed will end its interest rate hiking cycle this summer, which will remove a "powerful near-term profit driver" for Schwab. Siegenthaler is more cautious on rate-sensitive brokers such as Schwab and LPL Financial (LPLA).</p><p><a href=\"https://laohu8.com/S/DXC\">Cognizant & DXC </a> – MoffettNathanson downgrades both stocks to Underperform</p><p>On January 19, MoffettNathanson analyst Lisa Ellis downgraded Cognizant and DXC Technology to Underperform from Market Perform with price targets of $60 and $28, down from $70 and $32, respectively. While the analyst notes that the firm's most recent CIO survey, which was released two weeks ago, pointed toward continued strong demand for IT Services in 2023, he also argues that the "rising tide only floats some boats."</p></body></html>","source":"lsy1649979459173","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 Top 10 Stock Calls This Week: Microsoft, Adobe, Crowdstrike, PayPal, Roblox and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street's Top 10 Stock Calls This Week: Microsoft, Adobe, Crowdstrike, PayPal, Roblox and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-22 11:34 GMT+8 <a href=https://thefly.com/landingPageNews.php?id=3648526&headline=ADBE;DPZ;CRWD;GPN;PM;MSFT;PYPL;RBLX;SCHW;LPLA;CTSH;DXC-BuySell-Wall-Streets-top--stock-calls-this-week><strong>The Fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3648526&headline=ADBE;DPZ;CRWD;GPN;PM;MSFT;PYPL;RBLX;SCHW;LPLA;CTSH;DXC-BuySell-Wall-Streets-top--stock-calls-this-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DXC":"DXC Technology Company","PYPL":"PayPal","PM":"菲利普莫里斯","DPZ":"达美乐比萨","MSFT":"微软","SCHW":"嘉信理财","GPN":"环汇有限公司","RBLX":"Roblox Corporation","ADBE":"Adobe","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://thefly.com/landingPageNews.php?id=3648526&headline=ADBE;DPZ;CRWD;GPN;PM;MSFT;PYPL;RBLX;SCHW;LPLA;CTSH;DXC-BuySell-Wall-Streets-top--stock-calls-this-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166323833","content_text":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of January 16-20.Top 5 Buy calls:Adobe – William Blair starts coverage of the stock with an OutperformOn January 17, William Blair analyst Jake Roberge initiated coverage of Adobe with an Outperform rating. Adobe has built a sizable competitive moat for its platform by remaining hyper-focused on its three core markets of creative, marketing, and document workflows, which has helped the company build deep vertical expertise within each of these segments, Roberge tells investors. While acknowledging Adobe is already at a large scale, the analyst says he believes the company's addressable market is significant and he sees numerous drivers of growth.Domino’s Pizza – Morgan Stanley upgrades stock to Overweight, ups target to $430On January 17, Morgan Stanley analyst Brian Harbour upgraded Domino's Pizza to Overweight from Equal Weight with a price target of $430, up from $370, after assuming coverage of the name. Domino's Pizza is better positioned to handle a downturn than in the past and with an attractive multiyear opportunity to continue to consolidate the carryout market, Harbour tells investors in a research note.Crowdstrike – BMO and Scotiabank start coverage of the name with Buy-equivalent ratingsOn January 18, BMO Capital analyst Keith Bachman initiated coverage of Crowdstrike with an Outperform rating and $120 price target, citing his belief that CrowdStrike offers \"best-in-class endpoint security capabilities\" and an expanding platform that will help it compete against Microsoft (MSFT) and others. He also thinks CrowdStrike will benefit from consolidation, particularly as organizations adopt XDR.Scotiabank analyst Patrick Colville also started coverage of Crowdstrike with an Outperform rating and $132 price target. CrowdStrike has \"a great product,\" is early in its penetration of a \"robust\" end-market, and has scale and profitability, making \"one of the very few companies in our coverage\" where he doesn't see an overhang risk in 2023, Colville tells investors. Consensus ARR and free cash flow estimates have been reset to a level he views as \"eminently achievable.\"Global Payments – Morgan Stanley upgrades stock to Overweight, ups target to $135On January 17, Morgan Stanley analyst James Faucette upgraded Global Payments to Overweight from Equal Weight with a price target of $135, up from $124. The analyst cites a more favorable competitive backdrop, attractive valuation, the company's \"better recession resilience than feared\" and its consistent execution on strategic acquisitions for the upgrade. The competitive environment is changing to favor the incumbents in the payments space, Faucette tells investors in a research note. He believes the shares offer a \"compelling valuation\" at current share levels.Philip Morris – Stock upgraded at Jefferies as tobacco sentiment may finally improveOn January 19, Jefferies analyst Owen Bennett upgraded Philip Morris to Buy from Hold with a price target of $118, up from $86. Tobacco sector sentiment could \"finally\" shift in 2023 as a likely search for returns visibility triggers more work to better understand the space, Bennett contends. While maybe not recession-proof, \"tobacco is certainly recession-resistant,\" with better returns visibility in a deteriorating macro backdrop, Bennett tells investors.Top 5 Sell calls:Microsoft – Guggenheim downgrades the stock to Sell with a price target of $212On January 17, Guggenheim analyst John DiFucci downgraded Microsoft to Sell from Neutral with a $212 price target. While stating that his call on the software sector \"hasn't really changed\" since he launched coverage in August, the analyst says he believes \"numbers still have to come down for many\" in the group.PayPal – SMBC Nikko downgrades the stock to Underperform, lowers price target to $75On January 18, SMBC Nikko analyst Andrew Bauch downgraded PayPal to Underperform from Neutral with a price target of $75, down from $95. At a bare minimum, the rate of PayPal's branded share of checkout gains has slowed considerably, particularly in 2022, Bauch tells investors in a research note. The analyst believes PayPal has never been more vulnerable to branded share losses.Roblox – Morgan Stanley downgrades the stock to Underweight, cuts target to $24On January 19, Morgan Stanley analyst Matthew Cost downgraded Roblox to Underweight from Equal Weight with a price target of $24, down from $27.50. Cost believes the bookings reacceleration in the first half of the year is priced in, with more mixed catalysts ahead, and expects slower growth in the second half of 2023 and minimal upside from advertising in the near-term, the analyst tells investors in a research note. Cost views North America trends and immersive ads as unlikely to drive further upward revisions this year.Charles Schwab – BofA double downgrades the stock to Underperform from BuyOn January 19, BofA analyst Craig Siegenthaler double downgraded Charles Schwab to Underperform from Buy with a price target of $75, down from $92, citing his view that client cash sorting will continue at an elevated pace in the first half of the year, pressuring liquidity, interest earnings assets and bank deposit account levels. He also believes the Fed will end its interest rate hiking cycle this summer, which will remove a \"powerful near-term profit driver\" for Schwab. Siegenthaler is more cautious on rate-sensitive brokers such as Schwab and LPL Financial (LPLA).Cognizant & DXC – MoffettNathanson downgrades both stocks to UnderperformOn January 19, MoffettNathanson analyst Lisa Ellis downgraded Cognizant and DXC Technology to Underperform from Market Perform with price targets of $60 and $28, down from $70 and $32, respectively. While the analyst notes that the firm's most recent CIO survey, which was released two weeks ago, pointed toward continued strong demand for IT Services in 2023, he also argues that the \"rising tide only floats some boats.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952049705,"gmtCreate":1674285444707,"gmtModify":1676538935625,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952049705","repostId":"2305961879","repostType":4,"repost":{"id":"2305961879","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674265947,"share":"https://ttm.financial/m/news/2305961879?lang=&edition=fundamental","pubTime":"2023-01-21 09:52","market":"us","language":"en","title":"A Tesla Bull-Bear Debate Just Happened. Both Sides Were Wrong","url":"https://stock-news.laohu8.com/highlight/detail?id=2305961879","media":"Dow Jones","summary":"Tesla stock is controversial and will remain so for years.A big Tesla bull-bear debate just went dow","content":"<html><head></head><body><h4>Tesla stock is controversial and will remain so for years.</h4><p>A big Tesla bull-bear debate just went down, but most of the ground covered was old news. Investors should be asking different questions about the industry and how Tesla can keep growing.</p><p>Friday afternoon, <i>The Wall Street Journal</i> hosted the <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> event, with Kynikos Associates founder Jim Chanos, a bear, and Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber, a bull.</p><p>Chanos is short Tesla, and benefits from the stock going down, while Gerber owns the shares. Investors should realize both men were making the case that would benefit them financially.</p><p>To sum up the 45-minute event, Chanos believes Tesla is just a car company, and that its high margins will fall to industry averages over time. He didn’t address benefits to the company that come from its charging network, or the extra margin Tesla gains by functioning as its own dealership network.</p><p>Gerber counters that Tesla is more than a car company. He argues that margins can remain elevated as the company realizes benefits from increasing the scale of its car and battery manufacturing, as well as software-related sales and services. He believes Tesla is more like Apple (AAPL) than General Motors (GM).</p><p>That sums up a bull-bear debate that has been going on for a long time.</p><p>Beyond the basics, Chanos pointed out that Tesla inventories are increasing in the U.S. and overseas. But that is essentially old news and reflects what happened before Tesla cut vehicle prices around the globe.</p><p>Watching demand in 2023, of course, is critical for the stock this year. If Tesla doesn’t deliver more than 1.8 million units, roughly the current analyst consensus, the stock will struggle.</p><p>Chanos also believes Tesla should trade at a small premium to other auto makers which trade for single-digit price/earnings rations and about “three to five times gross profit.” <i>Barron’s</i> disagrees. Auto makers trade for below-average valuation multiples because the industry increases its sales and earnings at rates far lower than the rest of the market, but Tesla grows much faster.</p><p>Ford Motor (F), which <i>Barron’s</i> picked in a 2020 cover story, is expected to generate 2023 sales of about $159 billion, compared with about $160 billion in 2018. Tesla sales in 2023 are expected to be about $110 billion, up more than 30% compared with 2022. In 2018, Tesla generated closer to $20 billion in sales.</p><p>If Tesla’s growth stops, the valuation multiple, which is currently at about 27 times estimated 2023 earnings, will fall dramatically. Both men agreed that if Tesla earns $2 a share in 2023, the stock will struggle, but the current consensus estimates for 2022 and 2023 are about $4 and $4.80, respectively.</p><p>Gerber, for his part, said nothing would make him a Tesla bear. That’s a very strong stance. A piece of advice <i>Barron’s</i> has taken to heart is that investors should have “strong views held lightly.”</p><p>How to value growth companies like Tesla is important, but what really counts for the stock is how fast EVs’ share of new car sales will increase. Battery-electric vehicles represented a little less than 10% of all new car sales around the world in 2022. If EVs hit 20% of new car sales in a a few years, Tesla’s sales should at least double from the 2022 level.</p><p>Investors should also be watching for new models from Tesla. The average Tesla cost roughly $54,000 in the third quarter of 2022, putting the cars out of the reach of a good portion of buyers. In the U.S. about one-third of the cars sold cost less than $36,000, so Tesla eventually will need a lower-priced EV.</p><p><i>Barron’s</i> is talking our book too. We recommended the stock on Jan. 6, believing shares had declined enough to fully reflect all the challenges of rising rates, more competition, and falling prices.</p><p>Tesla stock is up about 16% since then, while the S&P 500 is down less than 1%. It is way too early to declare who is right about Tesla shares in 2023.</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>A Tesla Bull-Bear Debate Just Happened. Both Sides Were Wrong</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\">\nA Tesla Bull-Bear Debate Just Happened. Both Sides Were Wrong\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2023-01-21 09:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4>Tesla stock is controversial and will remain so for years.</h4><p>A big Tesla bull-bear debate just went down, but most of the ground covered was old news. Investors should be asking different questions about the industry and how Tesla can keep growing.</p><p>Friday afternoon, <i>The Wall Street Journal</i> hosted the <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> event, with Kynikos Associates founder Jim Chanos, a bear, and Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber, a bull.</p><p>Chanos is short Tesla, and benefits from the stock going down, while Gerber owns the shares. Investors should realize both men were making the case that would benefit them financially.</p><p>To sum up the 45-minute event, Chanos believes Tesla is just a car company, and that its high margins will fall to industry averages over time. He didn’t address benefits to the company that come from its charging network, or the extra margin Tesla gains by functioning as its own dealership network.</p><p>Gerber counters that Tesla is more than a car company. He argues that margins can remain elevated as the company realizes benefits from increasing the scale of its car and battery manufacturing, as well as software-related sales and services. He believes Tesla is more like Apple (AAPL) than General Motors (GM).</p><p>That sums up a bull-bear debate that has been going on for a long time.</p><p>Beyond the basics, Chanos pointed out that Tesla inventories are increasing in the U.S. and overseas. But that is essentially old news and reflects what happened before Tesla cut vehicle prices around the globe.</p><p>Watching demand in 2023, of course, is critical for the stock this year. If Tesla doesn’t deliver more than 1.8 million units, roughly the current analyst consensus, the stock will struggle.</p><p>Chanos also believes Tesla should trade at a small premium to other auto makers which trade for single-digit price/earnings rations and about “three to five times gross profit.” <i>Barron’s</i> disagrees. Auto makers trade for below-average valuation multiples because the industry increases its sales and earnings at rates far lower than the rest of the market, but Tesla grows much faster.</p><p>Ford Motor (F), which <i>Barron’s</i> picked in a 2020 cover story, is expected to generate 2023 sales of about $159 billion, compared with about $160 billion in 2018. Tesla sales in 2023 are expected to be about $110 billion, up more than 30% compared with 2022. In 2018, Tesla generated closer to $20 billion in sales.</p><p>If Tesla’s growth stops, the valuation multiple, which is currently at about 27 times estimated 2023 earnings, will fall dramatically. Both men agreed that if Tesla earns $2 a share in 2023, the stock will struggle, but the current consensus estimates for 2022 and 2023 are about $4 and $4.80, respectively.</p><p>Gerber, for his part, said nothing would make him a Tesla bear. That’s a very strong stance. A piece of advice <i>Barron’s</i> has taken to heart is that investors should have “strong views held lightly.”</p><p>How to value growth companies like Tesla is important, but what really counts for the stock is how fast EVs’ share of new car sales will increase. Battery-electric vehicles represented a little less than 10% of all new car sales around the world in 2022. If EVs hit 20% of new car sales in a a few years, Tesla’s sales should at least double from the 2022 level.</p><p>Investors should also be watching for new models from Tesla. The average Tesla cost roughly $54,000 in the third quarter of 2022, putting the cars out of the reach of a good portion of buyers. In the U.S. about one-third of the cars sold cost less than $36,000, so Tesla eventually will need a lower-priced EV.</p><p><i>Barron’s</i> is talking our book too. We recommended the stock on Jan. 6, believing shares had declined enough to fully reflect all the challenges of rising rates, more competition, and falling prices.</p><p>Tesla stock is up about 16% since then, while the S&P 500 is down less than 1%. It is way too early to declare who is right about Tesla shares in 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305961879","content_text":"Tesla stock is controversial and will remain so for years.A big Tesla bull-bear debate just went down, but most of the ground covered was old news. Investors should be asking different questions about the industry and how Tesla can keep growing.Friday afternoon, The Wall Street Journal hosted the Tesla event, with Kynikos Associates founder Jim Chanos, a bear, and Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber, a bull.Chanos is short Tesla, and benefits from the stock going down, while Gerber owns the shares. Investors should realize both men were making the case that would benefit them financially.To sum up the 45-minute event, Chanos believes Tesla is just a car company, and that its high margins will fall to industry averages over time. He didn’t address benefits to the company that come from its charging network, or the extra margin Tesla gains by functioning as its own dealership network.Gerber counters that Tesla is more than a car company. He argues that margins can remain elevated as the company realizes benefits from increasing the scale of its car and battery manufacturing, as well as software-related sales and services. He believes Tesla is more like Apple (AAPL) than General Motors (GM).That sums up a bull-bear debate that has been going on for a long time.Beyond the basics, Chanos pointed out that Tesla inventories are increasing in the U.S. and overseas. But that is essentially old news and reflects what happened before Tesla cut vehicle prices around the globe.Watching demand in 2023, of course, is critical for the stock this year. If Tesla doesn’t deliver more than 1.8 million units, roughly the current analyst consensus, the stock will struggle.Chanos also believes Tesla should trade at a small premium to other auto makers which trade for single-digit price/earnings rations and about “three to five times gross profit.” Barron’s disagrees. Auto makers trade for below-average valuation multiples because the industry increases its sales and earnings at rates far lower than the rest of the market, but Tesla grows much faster.Ford Motor (F), which Barron’s picked in a 2020 cover story, is expected to generate 2023 sales of about $159 billion, compared with about $160 billion in 2018. Tesla sales in 2023 are expected to be about $110 billion, up more than 30% compared with 2022. In 2018, Tesla generated closer to $20 billion in sales.If Tesla’s growth stops, the valuation multiple, which is currently at about 27 times estimated 2023 earnings, will fall dramatically. Both men agreed that if Tesla earns $2 a share in 2023, the stock will struggle, but the current consensus estimates for 2022 and 2023 are about $4 and $4.80, respectively.Gerber, for his part, said nothing would make him a Tesla bear. That’s a very strong stance. A piece of advice Barron’s has taken to heart is that investors should have “strong views held lightly.”How to value growth companies like Tesla is important, but what really counts for the stock is how fast EVs’ share of new car sales will increase. Battery-electric vehicles represented a little less than 10% of all new car sales around the world in 2022. If EVs hit 20% of new car sales in a a few years, Tesla’s sales should at least double from the 2022 level.Investors should also be watching for new models from Tesla. The average Tesla cost roughly $54,000 in the third quarter of 2022, putting the cars out of the reach of a good portion of buyers. In the U.S. about one-third of the cars sold cost less than $36,000, so Tesla eventually will need a lower-priced EV.Barron’s is talking our book too. We recommended the stock on Jan. 6, believing shares had declined enough to fully reflect all the challenges of rising rates, more competition, and falling prices.Tesla stock is up about 16% since then, while the S&P 500 is down less than 1%. It is way too early to declare who is right about Tesla shares in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956726434,"gmtCreate":1674217515429,"gmtModify":1676538931141,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956726434","repostId":"2304324623","repostType":4,"repost":{"id":"2304324623","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":1674201741,"share":"https://ttm.financial/m/news/2304324623?lang=&edition=fundamental","pubTime":"2023-01-20 16:02","market":"hk","language":"en","title":"The U.S. Just Hit Its Debt Ceiling. What That Is and Why It Matters","url":"https://stock-news.laohu8.com/highlight/detail?id=2304324623","media":"Dow Jones","summary":"The U.S. reached its debt ceiling on Thursday, setting the stage for an intense showdown in Congress","content":"<html><head></head><body><p>The U.S. reached its debt ceiling on Thursday, setting the stage for an intense showdown in Congress and the possibility of the government defaulting on its bonds in mere months.</p><p>Treasury Secretary Janet Yellen notified lawmakers of the milestone in a letter midmorning. She had warned them last week that the deadline was imminent.</p><p>The debt ceiling—a legislative artifact that puts a cap on how much the government can borrow—currently stands at $31.4 trillion, and unless Congress raises it, the government will run out of money.</p><p>In theory, hitting the debt ceiling would lead to dire economic circumstances. All government spending would suddenly stop—think of Medicare, Social Security, and salaries for the military being cut off overnight. Perhaps even more dramatically, it might mean the government fails to pay interest on bonds already issued, which would be considered a credit event that could raise borrowing costs for years afterward. The extra interest payments could cost trillions.</p><p>In practice, none of that is imminent. The government is funded by a combination of bond sales and tax receipts. Yellen said the Treasury Department is suspending debt issuance and will start to use “extraordinary measures” to allow the government to continue paying its bills.</p><p>“I respectfully urge Congress to act promptly to protect the full faith and credit of the United States,” she said in the letter.</p><p>U.S. government bonds are traded across the world as the least-risky asset denominated in dollars, the international reserve currency. If the U.S. government is seen as untrustworthy about paying its debts, it would send shock waves throughout the global financial system.</p><p>So far, credit ratings firms aren’t sounding the alarm on U.S. government bonds, however. On Thursday, Moody’s Investors Service said it expects Congress to reach an agreement on a new debt limit to avoid a credit event, but warned of possible negative effects on financial markets.</p><p>An agreement will likely only be reached very late or in an incremental fashion, potentially contributing to flare-ups in financial market volatility,” Moody’s said in a report issued Thursday. But the firm expects a deal because of the “potentially severe consequences that a missed payment could have on financial markets and the economy.”</p><p>The debt ceiling is a quirk of the U.S. legislative system—most countries don’t have one. It creates the situation of Congress having to vote once to approve legislation requiring funding, and then having to vote again later on whether to approve the funds to carry out its wishes.</p><p>The limit was first introduced in 1917 to allow the government to sell more bonds during World War I. It was repeatedly raised without much fanfare, and in 1979, Congressman Dick Gephardt introduced a procedural rule that deemed the debt ceiling was automatically raised every time the budget was passed. That rule, however, was repealed in 1995 amid the so-called “Republican Revolution” led by Newt Gingrich, creating the opening for the Congressional debt-ceiling showdowns seen in recent years.</p><p>In 2011, the U.S. just narrowly avoided being unable to pay its bills, prompting a response from ratings firms. Standard & Poor’s downgraded its rating on U.S. debt for the first time in history, marking it one notch below the highest AAA grade. Moody’s and Fitch Ratings didn’t downgrade Treasuries, but they did lower the outlook on the debt to “negative” that year.</p><p>The U.S. might be in for a similarly intense show of brinkmanship. Republicans say they want budget cuts before lifting the ceiling. House Speaker Kevin McCarthy has reportedly promised the House Republicans who held up his installment as Speaker that he wouldn’t agree to a limit increase without significant spending reductions or other fiscal reforms.</p><p>The White House continues to say it won’t negotiate. “There will be no negotiations of the debt ceiling,” Principal Deputy Press Secretary Olivia Dalton told reporters on Thursday. “Congress must address this without conditions.”</p><p>Dalton told reporters that McCarthy voted three times to raise the debt ceiling during the Trump administration without any spending cuts “and there’s no reason that this position should change.”</p><p>Oregon Democrat Sen. Ron Wyden, the chairman of the Senate Finance Committee, said in a tweet on Thursday that slashing Medicare and Social Security in exchange for raising the debt ceiling is “a stunt” and “a non-starter” for Democrats.</p><p>Senate Minority Leader Mitch McConnell, appearing Thursday in his home state of Kentucky, said he wasn’t worried about the matter for now, according to the Associated Press.</p><p>“America must never default on its debt,” McConnell said, the AP reported. “We’ll end up in some kind of negotiation with the administration over what are the circumstances or conditions under which the debts are going to be raised.”</p><p>But Missouri Republican Rep. Jason Smith, chairman of the House Ways and Means Committee, said in a tweet that even with revenue at an all-time high, “Washington can’t maintain its spending habits– running up massive deficits & adding trillions to our national debt.” He called on both sides to come together to find a solution.</p><p>Wells Fargo economists Michael Pugliese and Karl Vesely said in a note that “given the dynamics that are at play, we believe the probability of a protracted and potentially serious debt ceiling showdown is elevated compared to similar episodes in the past.”</p><p>S&P Global Ratings affirmed its ratings on the U.S. sovereign debt. “We expect that key economic policies will remain stable and largely predictable,” wrote S&P’s primary credit analyst Joydeep Mukherji in a note Thursday. “Despite many years of polarization, the executive and legislative branches of government have shown an ability to pass crucial legislation based on last-minute compromises”</p><p>One argument for having the debt ceiling is that it gives investors confidence that the government’s borrowing won’t get out of control. There’s only one real-world obstacle to a government borrowing an infinite amount of the money it can print itself—bond markets. If borrowing increases too much, investors will ultimately demand higher yields, eventually making it too expensive for the government to issue more debt.</p><p>Given that the existence of the debt ceiling comes from an arcane piece of legislation, there are a few ideas floating around for how President Joe Biden might be able to sidestep it. One is that the Treasury could use its own Constitutional powers to mint a $1 trillion coin, deposit it at the Federal Reserve, and use the cash for spending.</p><p>Or Biden could invoke another obscure law that requires the executive branch to spend money for programs Congress has legislated. Congress might object if Biden did this, but day-to-day spending would carry on while the case went through the courts.</p><p>Of course, Congress could also just legislate the debt ceiling away. But Biden last year rejected that idea as “irresponsible.”</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>The U.S. Just Hit Its Debt Ceiling. What That Is and Why It Matters</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\">\nThe U.S. Just Hit Its Debt Ceiling. What That Is and Why It Matters\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\">2023-01-20 16:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. reached its debt ceiling on Thursday, setting the stage for an intense showdown in Congress and the possibility of the government defaulting on its bonds in mere months.</p><p>Treasury Secretary Janet Yellen notified lawmakers of the milestone in a letter midmorning. She had warned them last week that the deadline was imminent.</p><p>The debt ceiling—a legislative artifact that puts a cap on how much the government can borrow—currently stands at $31.4 trillion, and unless Congress raises it, the government will run out of money.</p><p>In theory, hitting the debt ceiling would lead to dire economic circumstances. All government spending would suddenly stop—think of Medicare, Social Security, and salaries for the military being cut off overnight. Perhaps even more dramatically, it might mean the government fails to pay interest on bonds already issued, which would be considered a credit event that could raise borrowing costs for years afterward. The extra interest payments could cost trillions.</p><p>In practice, none of that is imminent. The government is funded by a combination of bond sales and tax receipts. Yellen said the Treasury Department is suspending debt issuance and will start to use “extraordinary measures” to allow the government to continue paying its bills.</p><p>“I respectfully urge Congress to act promptly to protect the full faith and credit of the United States,” she said in the letter.</p><p>U.S. government bonds are traded across the world as the least-risky asset denominated in dollars, the international reserve currency. If the U.S. government is seen as untrustworthy about paying its debts, it would send shock waves throughout the global financial system.</p><p>So far, credit ratings firms aren’t sounding the alarm on U.S. government bonds, however. On Thursday, Moody’s Investors Service said it expects Congress to reach an agreement on a new debt limit to avoid a credit event, but warned of possible negative effects on financial markets.</p><p>An agreement will likely only be reached very late or in an incremental fashion, potentially contributing to flare-ups in financial market volatility,” Moody’s said in a report issued Thursday. But the firm expects a deal because of the “potentially severe consequences that a missed payment could have on financial markets and the economy.”</p><p>The debt ceiling is a quirk of the U.S. legislative system—most countries don’t have one. It creates the situation of Congress having to vote once to approve legislation requiring funding, and then having to vote again later on whether to approve the funds to carry out its wishes.</p><p>The limit was first introduced in 1917 to allow the government to sell more bonds during World War I. It was repeatedly raised without much fanfare, and in 1979, Congressman Dick Gephardt introduced a procedural rule that deemed the debt ceiling was automatically raised every time the budget was passed. That rule, however, was repealed in 1995 amid the so-called “Republican Revolution” led by Newt Gingrich, creating the opening for the Congressional debt-ceiling showdowns seen in recent years.</p><p>In 2011, the U.S. just narrowly avoided being unable to pay its bills, prompting a response from ratings firms. Standard & Poor’s downgraded its rating on U.S. debt for the first time in history, marking it one notch below the highest AAA grade. Moody’s and Fitch Ratings didn’t downgrade Treasuries, but they did lower the outlook on the debt to “negative” that year.</p><p>The U.S. might be in for a similarly intense show of brinkmanship. Republicans say they want budget cuts before lifting the ceiling. House Speaker Kevin McCarthy has reportedly promised the House Republicans who held up his installment as Speaker that he wouldn’t agree to a limit increase without significant spending reductions or other fiscal reforms.</p><p>The White House continues to say it won’t negotiate. “There will be no negotiations of the debt ceiling,” Principal Deputy Press Secretary Olivia Dalton told reporters on Thursday. “Congress must address this without conditions.”</p><p>Dalton told reporters that McCarthy voted three times to raise the debt ceiling during the Trump administration without any spending cuts “and there’s no reason that this position should change.”</p><p>Oregon Democrat Sen. Ron Wyden, the chairman of the Senate Finance Committee, said in a tweet on Thursday that slashing Medicare and Social Security in exchange for raising the debt ceiling is “a stunt” and “a non-starter” for Democrats.</p><p>Senate Minority Leader Mitch McConnell, appearing Thursday in his home state of Kentucky, said he wasn’t worried about the matter for now, according to the Associated Press.</p><p>“America must never default on its debt,” McConnell said, the AP reported. “We’ll end up in some kind of negotiation with the administration over what are the circumstances or conditions under which the debts are going to be raised.”</p><p>But Missouri Republican Rep. Jason Smith, chairman of the House Ways and Means Committee, said in a tweet that even with revenue at an all-time high, “Washington can’t maintain its spending habits– running up massive deficits & adding trillions to our national debt.” He called on both sides to come together to find a solution.</p><p>Wells Fargo economists Michael Pugliese and Karl Vesely said in a note that “given the dynamics that are at play, we believe the probability of a protracted and potentially serious debt ceiling showdown is elevated compared to similar episodes in the past.”</p><p>S&P Global Ratings affirmed its ratings on the U.S. sovereign debt. “We expect that key economic policies will remain stable and largely predictable,” wrote S&P’s primary credit analyst Joydeep Mukherji in a note Thursday. “Despite many years of polarization, the executive and legislative branches of government have shown an ability to pass crucial legislation based on last-minute compromises”</p><p>One argument for having the debt ceiling is that it gives investors confidence that the government’s borrowing won’t get out of control. There’s only one real-world obstacle to a government borrowing an infinite amount of the money it can print itself—bond markets. If borrowing increases too much, investors will ultimately demand higher yields, eventually making it too expensive for the government to issue more debt.</p><p>Given that the existence of the debt ceiling comes from an arcane piece of legislation, there are a few ideas floating around for how President Joe Biden might be able to sidestep it. One is that the Treasury could use its own Constitutional powers to mint a $1 trillion coin, deposit it at the Federal Reserve, and use the cash for spending.</p><p>Or Biden could invoke another obscure law that requires the executive branch to spend money for programs Congress has legislated. Congress might object if Biden did this, but day-to-day spending would carry on while the case went through the courts.</p><p>Of course, Congress could also just legislate the debt ceiling away. But Biden last year rejected that idea as “irresponsible.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2304324623","content_text":"The U.S. reached its debt ceiling on Thursday, setting the stage for an intense showdown in Congress and the possibility of the government defaulting on its bonds in mere months.Treasury Secretary Janet Yellen notified lawmakers of the milestone in a letter midmorning. She had warned them last week that the deadline was imminent.The debt ceiling—a legislative artifact that puts a cap on how much the government can borrow—currently stands at $31.4 trillion, and unless Congress raises it, the government will run out of money.In theory, hitting the debt ceiling would lead to dire economic circumstances. All government spending would suddenly stop—think of Medicare, Social Security, and salaries for the military being cut off overnight. Perhaps even more dramatically, it might mean the government fails to pay interest on bonds already issued, which would be considered a credit event that could raise borrowing costs for years afterward. The extra interest payments could cost trillions.In practice, none of that is imminent. The government is funded by a combination of bond sales and tax receipts. Yellen said the Treasury Department is suspending debt issuance and will start to use “extraordinary measures” to allow the government to continue paying its bills.“I respectfully urge Congress to act promptly to protect the full faith and credit of the United States,” she said in the letter.U.S. government bonds are traded across the world as the least-risky asset denominated in dollars, the international reserve currency. If the U.S. government is seen as untrustworthy about paying its debts, it would send shock waves throughout the global financial system.So far, credit ratings firms aren’t sounding the alarm on U.S. government bonds, however. On Thursday, Moody’s Investors Service said it expects Congress to reach an agreement on a new debt limit to avoid a credit event, but warned of possible negative effects on financial markets.An agreement will likely only be reached very late or in an incremental fashion, potentially contributing to flare-ups in financial market volatility,” Moody’s said in a report issued Thursday. But the firm expects a deal because of the “potentially severe consequences that a missed payment could have on financial markets and the economy.”The debt ceiling is a quirk of the U.S. legislative system—most countries don’t have one. It creates the situation of Congress having to vote once to approve legislation requiring funding, and then having to vote again later on whether to approve the funds to carry out its wishes.The limit was first introduced in 1917 to allow the government to sell more bonds during World War I. It was repeatedly raised without much fanfare, and in 1979, Congressman Dick Gephardt introduced a procedural rule that deemed the debt ceiling was automatically raised every time the budget was passed. That rule, however, was repealed in 1995 amid the so-called “Republican Revolution” led by Newt Gingrich, creating the opening for the Congressional debt-ceiling showdowns seen in recent years.In 2011, the U.S. just narrowly avoided being unable to pay its bills, prompting a response from ratings firms. Standard & Poor’s downgraded its rating on U.S. debt for the first time in history, marking it one notch below the highest AAA grade. Moody’s and Fitch Ratings didn’t downgrade Treasuries, but they did lower the outlook on the debt to “negative” that year.The U.S. might be in for a similarly intense show of brinkmanship. Republicans say they want budget cuts before lifting the ceiling. House Speaker Kevin McCarthy has reportedly promised the House Republicans who held up his installment as Speaker that he wouldn’t agree to a limit increase without significant spending reductions or other fiscal reforms.The White House continues to say it won’t negotiate. “There will be no negotiations of the debt ceiling,” Principal Deputy Press Secretary Olivia Dalton told reporters on Thursday. “Congress must address this without conditions.”Dalton told reporters that McCarthy voted three times to raise the debt ceiling during the Trump administration without any spending cuts “and there’s no reason that this position should change.”Oregon Democrat Sen. Ron Wyden, the chairman of the Senate Finance Committee, said in a tweet on Thursday that slashing Medicare and Social Security in exchange for raising the debt ceiling is “a stunt” and “a non-starter” for Democrats.Senate Minority Leader Mitch McConnell, appearing Thursday in his home state of Kentucky, said he wasn’t worried about the matter for now, according to the Associated Press.“America must never default on its debt,” McConnell said, the AP reported. “We’ll end up in some kind of negotiation with the administration over what are the circumstances or conditions under which the debts are going to be raised.”But Missouri Republican Rep. Jason Smith, chairman of the House Ways and Means Committee, said in a tweet that even with revenue at an all-time high, “Washington can’t maintain its spending habits– running up massive deficits & adding trillions to our national debt.” He called on both sides to come together to find a solution.Wells Fargo economists Michael Pugliese and Karl Vesely said in a note that “given the dynamics that are at play, we believe the probability of a protracted and potentially serious debt ceiling showdown is elevated compared to similar episodes in the past.”S&P Global Ratings affirmed its ratings on the U.S. sovereign debt. “We expect that key economic policies will remain stable and largely predictable,” wrote S&P’s primary credit analyst Joydeep Mukherji in a note Thursday. “Despite many years of polarization, the executive and legislative branches of government have shown an ability to pass crucial legislation based on last-minute compromises”One argument for having the debt ceiling is that it gives investors confidence that the government’s borrowing won’t get out of control. There’s only one real-world obstacle to a government borrowing an infinite amount of the money it can print itself—bond markets. If borrowing increases too much, investors will ultimately demand higher yields, eventually making it too expensive for the government to issue more debt.Given that the existence of the debt ceiling comes from an arcane piece of legislation, there are a few ideas floating around for how President Joe Biden might be able to sidestep it. One is that the Treasury could use its own Constitutional powers to mint a $1 trillion coin, deposit it at the Federal Reserve, and use the cash for spending.Or Biden could invoke another obscure law that requires the executive branch to spend money for programs Congress has legislated. Congress might object if Biden did this, but day-to-day spending would carry on while the case went through the courts.Of course, Congress could also just legislate the debt ceiling away. But Biden last year rejected that idea as “irresponsible.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956298270,"gmtCreate":1674005575590,"gmtModify":1676538914921,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956298270","repostId":"1120741693","repostType":4,"repost":{"id":"1120741693","kind":"news","pubTimestamp":1674013546,"share":"https://ttm.financial/m/news/1120741693?lang=&edition=fundamental","pubTime":"2023-01-18 11:45","market":"us","language":"en","title":"The 7 Best Growth Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1120741693","media":"InvestorPlace","summary":"Tap into the recovery of the best growth stocks with these seven leading picks.Datadog(DDOG): Datado","content":"<html><head></head><body><ul><li>Tap into the recovery of the best growth stocks with these seven leading picks.</li><li><b>Datadog</b>(<b><u>DDOG</u></b>): Datadog’s business continues to enjoy tremendous growth despite the downturn of the tech industry.</li><li><b>Taiwan Semiconductor Manufacturing</b> (<b><u>TSM</u></b>): The semiconductor manufacturer is on sale now.</li><li><b>Visa</b>(<b><u>V</u></b>): Visa will enjoy a stronger 2023 thanks to the rebound of international travel.</li><li><b>Dutch Bros</b>(<b><u>BROS</u></b>): Dutch Bros plans to add thousands of new stores in the coming years, making this a fantastic consumer growth story.</li><li><b>C3.ai</b>(<b><u>AI</u></b>): AI stocks are back in favor, and C3.ai is poised to benefit.</li><li><b>Unity Software</b>(<b><u>U</u></b>): The video-game engine maker is set for a comeback in 2023.</li><li><b>STMicroelectronics</b>(<b><u>STM</u></b>): STMicroelectronics is a cheap semiconductor stock that has exposure to multiple, fast-growing markets.</li></ul><p>The New Year seems to have changed investors’ sentiment. After a grueling bear market in 2022, investors are enjoying a better start to this year. And leading the way are the best growth stocks which might have finally turned the corner.</p><p>However, the technology industry is still facing plenty of risks. For example, supply chains remain unsettled, interest rates remain high, and the Federal Reserve seems set to hike rates a couple more times before its tightening campaign is completed. So don’t necessarily expect smooth sailing for tech stocks going forward.</p><p>But there are finally some signs of optimism in the stock market. And, after the huge selloff we saw in 2022, the valuations of many growth stocks are quite attractive. These seven growth stocks should post superior returns in 2023.</p><p><b>Taiwan Semiconductor Manufacturing (TSM)</b></p><p><b>Taiwan Semiconductor Manufacturing</b>(NYSE: <b><u>TSM</u></b>) stock has rallied sharply over the past quarter. Despite that, its shares are still down more than 35% over the past 12 months.</p><p>The sharp decline of TSM stock was especially shocking as Taiwan Sem is one of the world’s most important tech companies. It is far and away the world’s largest contract producer of computer chips and integrated circuits, and the company retains a market capitalization north of $400 billion.</p><p>In addition to the general tech malaise, there were specific reasons behind Taiwan Semiconductor’s decline. For one thing, the demand for semiconductors fell in 2022 after booming for an extended period heading into last year. On top of that, political tensions are mounting.</p><p>That said, Taiwan Semiconductor Manufacturing seems cheap enough to be worth the risk, as its shares are now trading at 15 times analysts’ average forward earnings estimate for the chip maker.</p><p>Moreover, the company has started expanding production facilities in Arizona to reduce its geopolitical risk while also taking advantage of subsidies from the CHIPS Act which promotes U.S.-based chip manufacturing.</p><p>And rounding out the bull case, Warren Buffett’s <b>Berkshire Hathaway</b>(NYSE: <b><u>BRK-B</u></b>) disclosed that it has taken a big stake in Taiwan Semi stock.</p><p><b>Datadog (DDOG)</b></p><p><b>Datadog</b>(NASDAQ: <b><u>DDOG</u></b>) provides cloud monitoring and security functions via software-as-a-service solutions. Datadog’s appeal lies in its all-in-one platform.</p><p>In other words, DDOG’s clients can monitor and secure their servers, workflows, databases, and their other IT hardware from one central location. In contrast, traditional solutions are compartmentalized, creating potential blind spots and vulnerabilities. Having all these functions in one place makes it easier for firms’ IT professionals to look at everything simultaneously.</p><p>Datadog has had tremendous success. Analysts, on average, expect the company’s 2022 sales to come in at $2.2 billion, up from $101 million in 2017. And analysts’ mean estimates call for its top line to increase 33% annually in the coming years.</p><p>Datadog isn’t a tremendous profit machine yet, but it is in the black. The fact that it isn’t burning cash is a big advantage as many tech names struggle. Datadog has plenty of time to keep growing its business and become a leader among tech names in the future.</p><p><b>Visa (V)</b></p><p>It’s no secret that the credit card companies are incredible businesses. They impose, in effect, a transaction tax on the global economy. As the world grows, <b>Visa</b>(NYSE: <b><u>V</u></b>) effortlessly makes more money. But, folks might wonder, doesn’t this growth have to come to an end at some point?</p><p>It’s true that Visa’s market will eventually be saturated. But it’s not there yet. Emerging markets offer tremendous opportunities for Visa and its peers to continue converting vendors from cash to credit. In addition, the pandemic caused rapid adoption of touch-free payments solutions which usually require a credit or debit card.</p><p>Visa has added, positive drivers for 2023. The return of international travel and tourism coming out of the pandemic has done wonders for Visa, as it charges much higher fees on international transactions which involve multiple currencies.</p><p>As if that weren’t enough, the weakening U.S. dollar will now aid Visa as well. Visa reported a significant reduction in its earnings in 2022 thanks to the strengthening of the U.S. dollar. This caused Visa’s revenues from other regions such as Europe to be worth less in dollars.</p><p>Now, however, the value of the dollar has dropped 10% over the past quarter, and that will greatly boost Visa’s earnings.</p><p><b>C3.ai (AI)</b></p><p><b>C3.ai</b>(NYSE:<b><u>AI</u></b>) is an enterprise-focused, artificial intelligence company. The company’s software platform helps customers design and build AI-powered tools for working with, processing, and visualizing data.</p><p>C3.ai has been a disappointing investment since going public, with the shares dropping from a peak of $161 in 2020 to just $13 per share today.</p><p>However, 2023 could be the turning point for C3.ai. For one thing, investors’ demand for AI stocks is surging thanks to ChatGPT, an AI-powered tool. The rapid growth in the popularity of ChatGPT has helped awaken interest in AI technologies.</p><p>Moreover, C3.ai has a fantastic balance sheet. It has $8 per share of net cash on its balance sheet, meaning that investors are paying just $5 per share for its actual business. Furthermore, the company already has more than $250 million of annual revenues, while its market capitalization is down to $1.3 billion.</p><p>C3.ai got off to a slow start as it initially focused on relatively slow-growth industries such as oil and gas. However, C3.ai has started winning big contracts with the Department of Defense, which should set the stage for investors to give this company a higher valuation. That, plus the company’s huge cash balance, makes AI stock a good pick for the rest of the year.</p><p><b>STMicroelectronics (STM)</b></p><p><b>STMicroelectronics</b>(NYSE: <b><u>STM</u></b>) is a chip maker The firm is broadly diversified and has exposure to a number of promising fields and applications within the semiconductor industry.</p><p>STMicroelectronics develops silicon carbide chips used by power and electronics companies. STM also creates chips that power internet of things products and 3D sensors. STMicroelectronics should prosper from the proliferation of smart autos, along with increased opportunities in the transportation sector as that space becomes more electrified.</p><p>STM stock looks exceptionally cheap at the moment, as the shares are trading for just 11 times both the company’s current and forward earnings. The risk is that chip makers might face a glut, as the sector’s inventories have risen.</p><p>That said, STM stock should be a winner over the long haul, given its attractive valuation and the multiple, promising end markets which STMicroelectronics serves.</p><p><b>Dutch Bros (BROS)</b></p><p><b>Dutch Bros</b>(NYSE: <b><u>BROS</u></b>) is a small, rapidly growing coffee-shop chain. The firm is aiming to disrupt <b>Starbucks</b> (NASDAQ: <b><u>SBUX</u></b>).</p><p>Starbucks has long dominated the American coffee market with its sit-down cafe experience. However, the pandemic changed people’s relationships with cafes and caused many folks to rethink their daily rituals.</p><p>Meanwhile, demographics are also changing. Starbucks does well with millennials and older consumers. However, Dutch Bros wisely figured out that Gen Z — aka the “zoomers” — might want something else.</p><p>Dutch Bros has ditched large stores, instead choosing tiny locations designed to support take-out customers. In addition, Dutch Bros focused on sweet, colorful beverages that look good on social media.</p><p>The company has also made a point of hiring personable, engaging staff. With all of Starbucks’ current labor tensions and union drives, Dutch Bros could have an advantage on that front as well.</p><p>Dutch Bros is still a small operation, with annual revenues of around $700 million. However, it plans to go from its current store base of around 550 stores to 4,000 in the coming years. That growth could draw significant interest from investors.</p><p>In the meantime, 23% of the available shares of BROS stock are being sold short, setting the stage for a major short squeeze when the sentiment towards the name improves.</p><p><b>Unity Software (U)</b></p><p><b>Unity Software</b>(NYSE: <b><u>U</u></b>) is the operator of a leading graphics engine. Developers use the company’s graphics engine to design and run video games. Recently, Unity has begun to expand its operations into other areas, such as video animation, architecture, and e-commerce.</p><p>Unity, along with its key rival, <b>Unreal</b>, control the majority of the video-game-engine market. It’s difficult for other companies to take share from Unity as many developers have become accustomed to using its platform.</p><p>Unity’s claim to fame is that its engine works seamlessly across platforms. A developer can build a game for, say, PCs, and then easily release that same game for use in conjunction with consoles, mobile, and even virtual/augmented reality.</p><p>In fact, Unity has long been a leader in developing graphics for virtual reality apps. Mark Zuckerberg reportedly wanted to acquire Unity years ago to serve as the core of its planned virtual reality operations. That acquisition could have come in handy, given how much <b>Meta Platforms</b> has spent trying to build its own metaverse recently.</p><p>Unity is still working on monetization and has struggled to become profitable. The firm is reliant on ads at the moment, and that would pose a risk if the economy contracts. Regardless, the consumption of video games and related applications should grow meaningfully, making Unity a winner regardless of any near-term macro setbacks.</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>The 7 Best Growth 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\">\nThe 7 Best Growth Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-18 11:45 GMT+8 <a href=https://investorplace.com/best-growth-stocks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tap into the recovery of the best growth stocks with these seven leading picks.Datadog(DDOG): Datadog’s business continues to enjoy tremendous growth despite the downturn of the tech industry.Taiwan ...</p>\n\n<a href=\"https://investorplace.com/best-growth-stocks/\">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","AI":"C3.ai, Inc.","V":"Visa","BROS":"Dutch Bros Inc.","U":"Unity Software Inc.","DDOG":"Datadog","STM":"意法半导体"},"source_url":"https://investorplace.com/best-growth-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120741693","content_text":"Tap into the recovery of the best growth stocks with these seven leading picks.Datadog(DDOG): Datadog’s business continues to enjoy tremendous growth despite the downturn of the tech industry.Taiwan Semiconductor Manufacturing (TSM): The semiconductor manufacturer is on sale now.Visa(V): Visa will enjoy a stronger 2023 thanks to the rebound of international travel.Dutch Bros(BROS): Dutch Bros plans to add thousands of new stores in the coming years, making this a fantastic consumer growth story.C3.ai(AI): AI stocks are back in favor, and C3.ai is poised to benefit.Unity Software(U): The video-game engine maker is set for a comeback in 2023.STMicroelectronics(STM): STMicroelectronics is a cheap semiconductor stock that has exposure to multiple, fast-growing markets.The New Year seems to have changed investors’ sentiment. After a grueling bear market in 2022, investors are enjoying a better start to this year. And leading the way are the best growth stocks which might have finally turned the corner.However, the technology industry is still facing plenty of risks. For example, supply chains remain unsettled, interest rates remain high, and the Federal Reserve seems set to hike rates a couple more times before its tightening campaign is completed. So don’t necessarily expect smooth sailing for tech stocks going forward.But there are finally some signs of optimism in the stock market. And, after the huge selloff we saw in 2022, the valuations of many growth stocks are quite attractive. These seven growth stocks should post superior returns in 2023.Taiwan Semiconductor Manufacturing (TSM)Taiwan Semiconductor Manufacturing(NYSE: TSM) stock has rallied sharply over the past quarter. Despite that, its shares are still down more than 35% over the past 12 months.The sharp decline of TSM stock was especially shocking as Taiwan Sem is one of the world’s most important tech companies. It is far and away the world’s largest contract producer of computer chips and integrated circuits, and the company retains a market capitalization north of $400 billion.In addition to the general tech malaise, there were specific reasons behind Taiwan Semiconductor’s decline. For one thing, the demand for semiconductors fell in 2022 after booming for an extended period heading into last year. On top of that, political tensions are mounting.That said, Taiwan Semiconductor Manufacturing seems cheap enough to be worth the risk, as its shares are now trading at 15 times analysts’ average forward earnings estimate for the chip maker.Moreover, the company has started expanding production facilities in Arizona to reduce its geopolitical risk while also taking advantage of subsidies from the CHIPS Act which promotes U.S.-based chip manufacturing.And rounding out the bull case, Warren Buffett’s Berkshire Hathaway(NYSE: BRK-B) disclosed that it has taken a big stake in Taiwan Semi stock.Datadog (DDOG)Datadog(NASDAQ: DDOG) provides cloud monitoring and security functions via software-as-a-service solutions. Datadog’s appeal lies in its all-in-one platform.In other words, DDOG’s clients can monitor and secure their servers, workflows, databases, and their other IT hardware from one central location. In contrast, traditional solutions are compartmentalized, creating potential blind spots and vulnerabilities. Having all these functions in one place makes it easier for firms’ IT professionals to look at everything simultaneously.Datadog has had tremendous success. Analysts, on average, expect the company’s 2022 sales to come in at $2.2 billion, up from $101 million in 2017. And analysts’ mean estimates call for its top line to increase 33% annually in the coming years.Datadog isn’t a tremendous profit machine yet, but it is in the black. The fact that it isn’t burning cash is a big advantage as many tech names struggle. Datadog has plenty of time to keep growing its business and become a leader among tech names in the future.Visa (V)It’s no secret that the credit card companies are incredible businesses. They impose, in effect, a transaction tax on the global economy. As the world grows, Visa(NYSE: V) effortlessly makes more money. But, folks might wonder, doesn’t this growth have to come to an end at some point?It’s true that Visa’s market will eventually be saturated. But it’s not there yet. Emerging markets offer tremendous opportunities for Visa and its peers to continue converting vendors from cash to credit. In addition, the pandemic caused rapid adoption of touch-free payments solutions which usually require a credit or debit card.Visa has added, positive drivers for 2023. The return of international travel and tourism coming out of the pandemic has done wonders for Visa, as it charges much higher fees on international transactions which involve multiple currencies.As if that weren’t enough, the weakening U.S. dollar will now aid Visa as well. Visa reported a significant reduction in its earnings in 2022 thanks to the strengthening of the U.S. dollar. This caused Visa’s revenues from other regions such as Europe to be worth less in dollars.Now, however, the value of the dollar has dropped 10% over the past quarter, and that will greatly boost Visa’s earnings.C3.ai (AI)C3.ai(NYSE:AI) is an enterprise-focused, artificial intelligence company. The company’s software platform helps customers design and build AI-powered tools for working with, processing, and visualizing data.C3.ai has been a disappointing investment since going public, with the shares dropping from a peak of $161 in 2020 to just $13 per share today.However, 2023 could be the turning point for C3.ai. For one thing, investors’ demand for AI stocks is surging thanks to ChatGPT, an AI-powered tool. The rapid growth in the popularity of ChatGPT has helped awaken interest in AI technologies.Moreover, C3.ai has a fantastic balance sheet. It has $8 per share of net cash on its balance sheet, meaning that investors are paying just $5 per share for its actual business. Furthermore, the company already has more than $250 million of annual revenues, while its market capitalization is down to $1.3 billion.C3.ai got off to a slow start as it initially focused on relatively slow-growth industries such as oil and gas. However, C3.ai has started winning big contracts with the Department of Defense, which should set the stage for investors to give this company a higher valuation. That, plus the company’s huge cash balance, makes AI stock a good pick for the rest of the year.STMicroelectronics (STM)STMicroelectronics(NYSE: STM) is a chip maker The firm is broadly diversified and has exposure to a number of promising fields and applications within the semiconductor industry.STMicroelectronics develops silicon carbide chips used by power and electronics companies. STM also creates chips that power internet of things products and 3D sensors. STMicroelectronics should prosper from the proliferation of smart autos, along with increased opportunities in the transportation sector as that space becomes more electrified.STM stock looks exceptionally cheap at the moment, as the shares are trading for just 11 times both the company’s current and forward earnings. The risk is that chip makers might face a glut, as the sector’s inventories have risen.That said, STM stock should be a winner over the long haul, given its attractive valuation and the multiple, promising end markets which STMicroelectronics serves.Dutch Bros (BROS)Dutch Bros(NYSE: BROS) is a small, rapidly growing coffee-shop chain. The firm is aiming to disrupt Starbucks (NASDAQ: SBUX).Starbucks has long dominated the American coffee market with its sit-down cafe experience. However, the pandemic changed people’s relationships with cafes and caused many folks to rethink their daily rituals.Meanwhile, demographics are also changing. Starbucks does well with millennials and older consumers. However, Dutch Bros wisely figured out that Gen Z — aka the “zoomers” — might want something else.Dutch Bros has ditched large stores, instead choosing tiny locations designed to support take-out customers. In addition, Dutch Bros focused on sweet, colorful beverages that look good on social media.The company has also made a point of hiring personable, engaging staff. With all of Starbucks’ current labor tensions and union drives, Dutch Bros could have an advantage on that front as well.Dutch Bros is still a small operation, with annual revenues of around $700 million. However, it plans to go from its current store base of around 550 stores to 4,000 in the coming years. That growth could draw significant interest from investors.In the meantime, 23% of the available shares of BROS stock are being sold short, setting the stage for a major short squeeze when the sentiment towards the name improves.Unity Software (U)Unity Software(NYSE: U) is the operator of a leading graphics engine. Developers use the company’s graphics engine to design and run video games. Recently, Unity has begun to expand its operations into other areas, such as video animation, architecture, and e-commerce.Unity, along with its key rival, Unreal, control the majority of the video-game-engine market. It’s difficult for other companies to take share from Unity as many developers have become accustomed to using its platform.Unity’s claim to fame is that its engine works seamlessly across platforms. A developer can build a game for, say, PCs, and then easily release that same game for use in conjunction with consoles, mobile, and even virtual/augmented reality.In fact, Unity has long been a leader in developing graphics for virtual reality apps. Mark Zuckerberg reportedly wanted to acquire Unity years ago to serve as the core of its planned virtual reality operations. That acquisition could have come in handy, given how much Meta Platforms has spent trying to build its own metaverse recently.Unity is still working on monetization and has struggled to become profitable. The firm is reliant on ads at the moment, and that would pose a risk if the economy contracts. Regardless, the consumption of video games and related applications should grow meaningfully, making Unity a winner regardless of any near-term macro setbacks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956813118,"gmtCreate":1673958971934,"gmtModify":1676538908563,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9956813118","repostId":"2303753886","repostType":4,"repost":{"id":"2303753886","kind":"news","pubTimestamp":1673942550,"share":"https://ttm.financial/m/news/2303753886?lang=&edition=fundamental","pubTime":"2023-01-17 16:02","market":"us","language":"en","title":"Tesla's Price Cuts Signal Major Demand Problems","url":"https://stock-news.laohu8.com/highlight/detail?id=2303753886","media":"Seeking Alpha","summary":"SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's ","content":"<html><head></head><body><h2>Summary</h2><ul><li>This week's price cut could lead to a per car margin reduction of over 50% in the US.</li><li>Tesla's backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before these latest cuts.</li><li>I see little evidence that declining costs will save margins; battery costs rose in 2022 for the first time in a decade.</li><li>Reducing US prices below the $55,000 ceiling in the Inflation Reduction Act doesn't explain away the price cuts in the EU.</li><li>I see little chance that Tesla's 2023 earnings exceed 2022's earnings.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c520175a47f7c851f6eda11fb071b3e5\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/><span>Xiaolu Chu</span></p><p>Tesla's (NASDAQ:TSLA) finish to 2022 was abysmal, with the company shedding $600 billion in market value in 3 months. Many Tesla bulls believe the primary reason for the sell-off is Elon Musk's acquisition of Twitter (and associated selling of nearly $8 billionin Tesla stock to fund it) coupled with his behavior on the site post-acquisition. While this certainly wasn't helpful, I do not believe this is the main reason for the precipitous drop.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ccc838ea48117e63535d8234c0c731a\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>The primary reason is far more basic; Tesla has simply saturated its key markets. If the Q4 delivery miss wasn't enough of a signal, this week's price cuts should be.</p><p>I believe Tesla had an ugly choice to make: it could either badly miss delivery forecasts in 2023, or it could cut price drastically and hope to bridge some of the gap withvolume. I believe it is ultimately the wrong choice, and Tesla has chosen the path that's more likely to help the stock price in the near term, rather than maintain the brand's value in the long term.</p><h2>Tesla Car Values and Backlog</h2><p>Tesla enthusiast Troy Teslike noted a precipitous decline in backlog since the middle of the summer. For most of the last 2.5 years, demand for Tesla's cars certainly exceeded supply, but this seemed to have reversed in the past 6 months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba4b85746feadc0bf81f60f67cab6bb1\" tg-width=\"564\" tg-height=\"769\" referrerpolicy=\"no-referrer\"/><span>Tesla Backlog (Troy Teslike (Twitter))</span></p><p>In the same timeframe, Tesla used car values, which were extremely strong for most of the pandemic, began to rapidly decline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/860dc3358ecacee3ce324a673f432cea\" tg-width=\"640\" tg-height=\"610\" referrerpolicy=\"no-referrer\"/><span>Tesla Used Car Values (CarGurus as of 1-14-23)</span></p><p>Tesla car values had already dropped significantly in the past 90 days, which in my opinion was a far bigger reason for the stock dropping than Elon's Twitter sideshow. The latest move will knock another $10,000+ off residual values on top of what's already happened in the past 90 days.</p><h2>Price Cut Impact on Gross Margins</h2><p>Tesla supporters believe it is a luxury brand. But luxury brands generally don't cut prices in the face of slack demand. In general, they don't cut prices at all!</p><p>Guggenheim's analysis on the impact of the price cut is pretty grim, especially for the Model Y.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9559c453e9557a0e14fc12d96aafcd7\" tg-width=\"549\" tg-height=\"680\" referrerpolicy=\"no-referrer\"/><span>Price Cut Margin Impact (Guggenheim estimates)</span></p><p>Unless volumes increase rapidly from 2022 levels, the narrative of Tesla being "cheap" on an earnings per share basis is going to be challenged as 2023 progresses.</p><h2>Tesla Cost of Goods</h2><p>One theory I've heard is that Tesla's supply chain costs have dropped significantly, so they're better able to pass along the savings to customers. I very much doubt this is true.</p><p>2022 was the first year in the last decade where battery costs increased, due to sharp increases in the price of lithium, cobalt, nickel, and other raw materials. The cost of labor has also risen significantly in the past few years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d38972cae70cb1da6790ee192e488ba5\" tg-width=\"640\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/><span>EV Industry Battery cost estimates (BloombergNEF)</span></p><p>Impacts from any increase in battery costs won't be felt immediately, as Tesla usually has fixed term contracts in place, but when these contracts are rolled over and renegotiated, the price is likely up and not down.</p><h2>EV Credits and the Inflation Reduction Act</h2><p>The price cuts in the US were strategic in that they moved most Tesla models below the $55,000 ceiling for the newly available $7500 credit in the Inflation Reduction Act. By moving under this ceiling, the end price for a Model Y LR drops from ~$68,000 to $47,130, a massive reduction which will certainly increase volume. How much volume still remains to be seen. Unlike the previous $7500 credit, the new EV credit has income exclusions, so single filers that make more than $150,000 are ineligible. This likely includes large portions of the young, technologically savvy crowd that Tesla is popular with.</p><p>Had the US price been reduced in isolation, I could listen to the argument that this move was done to maximize the tax credit and grow already strong demand more rapidly. But this is not what has happened, because, at the same time, the US price has been reduced, Tesla has reduced pricing across most of the EU as well, following the recent price cuts in China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a00abe83ad68c6fb4207077193a5e9b\" tg-width=\"664\" tg-height=\"581\" referrerpolicy=\"no-referrer\"/><span>Tesla EU Prices (Tesla.com)</span></p><p>It appears that the exhaustion of the backlog and increased competition are pressuring the European market as well.</p><h2>Conclusion</h2><p>I have seen several bulls frame this latest move as Tesla going "on the offense" to capture further market share and put legacy auto out of business. It's an interesting take, but I believe it is ultimately just fantasy.</p><p>Tesla did a fantastic job executing over the past 3 years, expanding capacity and navigating the supply chain crisis well. They were still able to produce Model 3 and Model Y's while other manufacturers had to cut production. Raising production in an undersupplied market allowed Tesla to raise prices, and they received an additional tailwind from high gasoline prices earlier this year. From a production standpoint, they did well and the stock price responded.</p><p>But at the same time, the majority of the new promised products have not come to fruition, and Tesla still derives the overwhelming majority of its revenue from 2 aging car models that have not had a significant refresh since inception. Gas prices have fallen significantly and other manufacturers are producing again.</p><p>Even with lower prices, I think it will be a challenge for Tesla to match 2022 volumes, let alone sell enough incremental units to raise earnings. Those who are buying Tesla today because it's "cheap" at 30x earnings might see it get much cheaper if earnings fall in 2023.</p><p><i>This article is written by Fishtown Capital for reference only. Please note the risks.</i></p><p><b>Also Read:</b> <a href=\"https://ttm.financial/NW/1149025848\" target=\"_blank\">Teslas Are Finally Getting Cheaper. It's a Sign Elon Musk's Back Is Against the Wall</a></p></body></html>","source":"seekingalpha_fund","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 Price Cuts Signal Major Demand Problems</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\">\nTesla's Price Cuts Signal Major Demand Problems\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-17 16:02 GMT+8 <a href=https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before ...</p>\n\n<a href=\"https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4574":"无人驾驶","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLA":"特斯拉","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0823411888.USD":"法巴消费创新基金 Cap"},"source_url":"https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303753886","content_text":"SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before these latest cuts.I see little evidence that declining costs will save margins; battery costs rose in 2022 for the first time in a decade.Reducing US prices below the $55,000 ceiling in the Inflation Reduction Act doesn't explain away the price cuts in the EU.I see little chance that Tesla's 2023 earnings exceed 2022's earnings.Xiaolu ChuTesla's (NASDAQ:TSLA) finish to 2022 was abysmal, with the company shedding $600 billion in market value in 3 months. Many Tesla bulls believe the primary reason for the sell-off is Elon Musk's acquisition of Twitter (and associated selling of nearly $8 billionin Tesla stock to fund it) coupled with his behavior on the site post-acquisition. While this certainly wasn't helpful, I do not believe this is the main reason for the precipitous drop.Data by YChartsThe primary reason is far more basic; Tesla has simply saturated its key markets. If the Q4 delivery miss wasn't enough of a signal, this week's price cuts should be.I believe Tesla had an ugly choice to make: it could either badly miss delivery forecasts in 2023, or it could cut price drastically and hope to bridge some of the gap withvolume. I believe it is ultimately the wrong choice, and Tesla has chosen the path that's more likely to help the stock price in the near term, rather than maintain the brand's value in the long term.Tesla Car Values and BacklogTesla enthusiast Troy Teslike noted a precipitous decline in backlog since the middle of the summer. For most of the last 2.5 years, demand for Tesla's cars certainly exceeded supply, but this seemed to have reversed in the past 6 months.Tesla Backlog (Troy Teslike (Twitter))In the same timeframe, Tesla used car values, which were extremely strong for most of the pandemic, began to rapidly decline.Tesla Used Car Values (CarGurus as of 1-14-23)Tesla car values had already dropped significantly in the past 90 days, which in my opinion was a far bigger reason for the stock dropping than Elon's Twitter sideshow. The latest move will knock another $10,000+ off residual values on top of what's already happened in the past 90 days.Price Cut Impact on Gross MarginsTesla supporters believe it is a luxury brand. But luxury brands generally don't cut prices in the face of slack demand. In general, they don't cut prices at all!Guggenheim's analysis on the impact of the price cut is pretty grim, especially for the Model Y.Price Cut Margin Impact (Guggenheim estimates)Unless volumes increase rapidly from 2022 levels, the narrative of Tesla being \"cheap\" on an earnings per share basis is going to be challenged as 2023 progresses.Tesla Cost of GoodsOne theory I've heard is that Tesla's supply chain costs have dropped significantly, so they're better able to pass along the savings to customers. I very much doubt this is true.2022 was the first year in the last decade where battery costs increased, due to sharp increases in the price of lithium, cobalt, nickel, and other raw materials. The cost of labor has also risen significantly in the past few years.EV Industry Battery cost estimates (BloombergNEF)Impacts from any increase in battery costs won't be felt immediately, as Tesla usually has fixed term contracts in place, but when these contracts are rolled over and renegotiated, the price is likely up and not down.EV Credits and the Inflation Reduction ActThe price cuts in the US were strategic in that they moved most Tesla models below the $55,000 ceiling for the newly available $7500 credit in the Inflation Reduction Act. By moving under this ceiling, the end price for a Model Y LR drops from ~$68,000 to $47,130, a massive reduction which will certainly increase volume. How much volume still remains to be seen. Unlike the previous $7500 credit, the new EV credit has income exclusions, so single filers that make more than $150,000 are ineligible. This likely includes large portions of the young, technologically savvy crowd that Tesla is popular with.Had the US price been reduced in isolation, I could listen to the argument that this move was done to maximize the tax credit and grow already strong demand more rapidly. But this is not what has happened, because, at the same time, the US price has been reduced, Tesla has reduced pricing across most of the EU as well, following the recent price cuts in China.Tesla EU Prices (Tesla.com)It appears that the exhaustion of the backlog and increased competition are pressuring the European market as well.ConclusionI have seen several bulls frame this latest move as Tesla going \"on the offense\" to capture further market share and put legacy auto out of business. It's an interesting take, but I believe it is ultimately just fantasy.Tesla did a fantastic job executing over the past 3 years, expanding capacity and navigating the supply chain crisis well. They were still able to produce Model 3 and Model Y's while other manufacturers had to cut production. Raising production in an undersupplied market allowed Tesla to raise prices, and they received an additional tailwind from high gasoline prices earlier this year. From a production standpoint, they did well and the stock price responded.But at the same time, the majority of the new promised products have not come to fruition, and Tesla still derives the overwhelming majority of its revenue from 2 aging car models that have not had a significant refresh since inception. Gas prices have fallen significantly and other manufacturers are producing again.Even with lower prices, I think it will be a challenge for Tesla to match 2022 volumes, let alone sell enough incremental units to raise earnings. Those who are buying Tesla today because it's \"cheap\" at 30x earnings might see it get much cheaper if earnings fall in 2023.This article is written by Fishtown Capital for reference only. Please note the risks.Also Read: Teslas Are Finally Getting Cheaper. It's a Sign Elon Musk's Back Is Against the Wall","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956915002,"gmtCreate":1673879612507,"gmtModify":1676538898013,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9956915002","repostId":"2303469523","repostType":4,"repost":{"id":"2303469523","kind":"highlight","pubTimestamp":1673870004,"share":"https://ttm.financial/m/news/2303469523?lang=&edition=fundamental","pubTime":"2023-01-16 19:53","market":"us","language":"en","title":"Take Warren Buffett's Advice: Buy Stocks With These 3 Attributes","url":"https://stock-news.laohu8.com/highlight/detail?id=2303469523","media":"Motley Fool","summary":"Warren Buffett's company Berkshire Hathaway has greatly outperformed the stock market since 1965.","content":"<html><head></head><body><p>If you are an active investor, then you've likely heard the name Warren Buffett once or twice, given that he's one of the greatest investors of all time.</p><p>His company <b>Berkshire Hathaway</b> has beaten the broader market handily since Buffett took over the firm in 1965. A big part of Berkshire's outperformance is thanks to its large equities portfolio now valued at more than $322 billion, where Buffett and his investing team buy and sell individual stocks.</p><p>When choosing individual stocks, retail investors can learn a lot from the Oracle of Omaha's investing strategy. They should take Warren Buffett's advice and buy stocks with these three attributes.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaf4cfd62150fe71eaf74e63fe8dad0b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: The Motley Fool.</span></p><h2>1. Consistent performance</h2><p>The first thing Buffett looks for is whether or not the company he is interested in has a solid track record when it comes to financial performance.</p><p>One of the ways Buffett evaluates this is through return on shareholder equity (ROE), which is defined as net income divided by equity, and profit margins, which looks at how much of a company's revenue becomes profit. The goal is not to find a company that can generate a strong ROE or profit margin once, but one that can do it over and over and through a variety of different economic environments.</p><p>For instance, one of Berkshire Hathaway's largest holdings, the credit card and payments firm <b>American Express</b>, has generated above a 12% ROE for the last decade, and many times that ROE was 25% or above. Meanwhile, <b>Apple</b>, which is by far Berkshire's largest holding in its portfolio, has had over a 20% profit margin since 2010.</p><h2>2. Valuation</h2><p>Buffett has been a great value investor over the years; he purchases stocks trading below their intrinsic value that the market has either ignored or perhaps doesn't understand, but that will trade up to or above their intrinsic value over time.</p><p>Now, there is a method to the madness, and Buffett and Berkshire do not simply look for stocks trading at bargain valuations. As Buffett once wrote in a letter to shareholders, "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."</p><p>That means don't let valuation blind you. If something is trading at a huge discount to its book value, there is likely a good reason for the discount. Instead, it's a better idea to find a company that is great and that you can buy at a fair valuation, which will serve you better long term.</p><p>One example is <b>Bank of America</b>, the second-largest holding in Berkshire's portfolio. Bank of America currently trades at about 160% of its tangible book value, which is hardly a discounted bank stock valuation, especially in today's market. But Bank of America is now the second-largest bank by assets in the U.S., is highly profitable, and has developed a strong moat with its deposit and lending franchise. Long term, Buffett believes this is still a very fair valuation at which to own the stock.</p><h2>3. An impenetrable brand</h2><p>Another theme you will see among many of Berkshire's holdings is incredibly strong brand power. Think Apple and <b>Coca-Cola</b>. Now, why does Buffett like strong brands? It's not because of the funny commercials.</p><p>The real reason is that strong brands provide these companies with a tremendous amount of pricing power. This comes in handy in times of high inflation like the one we are in today. Even though Apple's or Coca-Cola's cost of doing business has gone up, their strong brands allow them to raise the prices of their products without too much pushback from consumers.</p><p>Think about the iPhone and what a big part of people's lives it has become. If the price of an iPhone goes up $100, most consumers are still going to buy it anyway, especially if they've been with the brand for a while. And how many times have you heard somebody say they will never drink <b>Pepsi</b> over Coke?</p><p>Even if Pepsi happens to be cheaper, odds are that if a person has a choice between the two, they are still likely going to pick Coke. Companies with this kind of branding power can be great long-term stocks to own.</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>Take Warren Buffett's Advice: Buy Stocks With These 3 Attributes</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\">\nTake Warren Buffett's Advice: Buy Stocks With These 3 Attributes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 19:53 GMT+8 <a href=https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are an active investor, then you've likely heard the name Warren Buffett once or twice, given that he's one of the greatest investors of all time.His company Berkshire Hathaway has beaten the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","PEP":"百事可乐","BK4507":"流媒体概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","AAPL":"苹果","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4575":"芯片概念","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","BRK.B":"伯克希尔B","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BRK.A":"伯克希尔","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4559":"巴菲特持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4527":"明星科技股","BAC":"美国银行","SG9999014542.SGD":"United Income Focus Trust Acc SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4574":"无人驾驶","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4573":"虚拟现实","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4505":"高瓴资本持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0072462426.USD":"贝莱德全球配置 A2","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","AXP":"美国运通","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","BK4554":"元宇宙及AR概念","BK4515":"5G概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","KO":"可口可乐","BK4571":"数字音乐概念"},"source_url":"https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303469523","content_text":"If you are an active investor, then you've likely heard the name Warren Buffett once or twice, given that he's one of the greatest investors of all time.His company Berkshire Hathaway has beaten the broader market handily since Buffett took over the firm in 1965. A big part of Berkshire's outperformance is thanks to its large equities portfolio now valued at more than $322 billion, where Buffett and his investing team buy and sell individual stocks.When choosing individual stocks, retail investors can learn a lot from the Oracle of Omaha's investing strategy. They should take Warren Buffett's advice and buy stocks with these three attributes.Image source: The Motley Fool.1. Consistent performanceThe first thing Buffett looks for is whether or not the company he is interested in has a solid track record when it comes to financial performance.One of the ways Buffett evaluates this is through return on shareholder equity (ROE), which is defined as net income divided by equity, and profit margins, which looks at how much of a company's revenue becomes profit. The goal is not to find a company that can generate a strong ROE or profit margin once, but one that can do it over and over and through a variety of different economic environments.For instance, one of Berkshire Hathaway's largest holdings, the credit card and payments firm American Express, has generated above a 12% ROE for the last decade, and many times that ROE was 25% or above. Meanwhile, Apple, which is by far Berkshire's largest holding in its portfolio, has had over a 20% profit margin since 2010.2. ValuationBuffett has been a great value investor over the years; he purchases stocks trading below their intrinsic value that the market has either ignored or perhaps doesn't understand, but that will trade up to or above their intrinsic value over time.Now, there is a method to the madness, and Buffett and Berkshire do not simply look for stocks trading at bargain valuations. As Buffett once wrote in a letter to shareholders, \"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.\"That means don't let valuation blind you. If something is trading at a huge discount to its book value, there is likely a good reason for the discount. Instead, it's a better idea to find a company that is great and that you can buy at a fair valuation, which will serve you better long term.One example is Bank of America, the second-largest holding in Berkshire's portfolio. Bank of America currently trades at about 160% of its tangible book value, which is hardly a discounted bank stock valuation, especially in today's market. But Bank of America is now the second-largest bank by assets in the U.S., is highly profitable, and has developed a strong moat with its deposit and lending franchise. Long term, Buffett believes this is still a very fair valuation at which to own the stock.3. An impenetrable brandAnother theme you will see among many of Berkshire's holdings is incredibly strong brand power. Think Apple and Coca-Cola. Now, why does Buffett like strong brands? It's not because of the funny commercials.The real reason is that strong brands provide these companies with a tremendous amount of pricing power. This comes in handy in times of high inflation like the one we are in today. Even though Apple's or Coca-Cola's cost of doing business has gone up, their strong brands allow them to raise the prices of their products without too much pushback from consumers.Think about the iPhone and what a big part of people's lives it has become. If the price of an iPhone goes up $100, most consumers are still going to buy it anyway, especially if they've been with the brand for a while. And how many times have you heard somebody say they will never drink Pepsi over Coke?Even if Pepsi happens to be cheaper, odds are that if a person has a choice between the two, they are still likely going to pick Coke. Companies with this kind of branding power can be great long-term stocks to own.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958416746,"gmtCreate":1673798350185,"gmtModify":1676538886954,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958416746","repostId":"2303423363","repostType":4,"repost":{"id":"2303423363","kind":"highlight","pubTimestamp":1673754751,"share":"https://ttm.financial/m/news/2303423363?lang=&edition=fundamental","pubTime":"2023-01-15 11:52","market":"us","language":"en","title":"New to Investing? Take a Look at These Funds","url":"https://stock-news.laohu8.com/highlight/detail?id=2303423363","media":"Motley Fool","summary":"Warren Buffett believes most investors would be best off purchasing one of these low-cost index funds.","content":"<html><head></head><body><p>When you're just starting to invest, it's easy to get overwhelmed by the sheer number of options. Instead of rushing in and buying something you don't understand, purchasing an exchange-traded fund (ETF) is an excellent first move. ETFs are similar to mutual funds, except they trade like a stock.</p><p>There are thousands of these ETFs, each centered around a different theme. Some good ones to start with are the <b>Vanguard Total Stock Market ETF</b>, the <b>Vanguard S&P 500 ETF</b>, and the <b><a href=\"https://laohu8.com/S/VTWO\">Vanguard Russell 2000 ETF</a></b>. These are basic but important in every investor's portfolio. Here's why all investors (even experienced ones) should consider these three ETFs.</p><h2>The basis of all portfolios should include these indexes</h2><p>The Total Stock Market ETF centers around <i>all</i> stocks traded in the U.S. This includes small and micro-cap stocks that the Vanguard 500 (which tracks the <b>S&P</b> <b>500</b>) misses. As a result, the index has captured the rise of companies like <b>Amazon</b>, <b>Netflix</b>, and <b>Tesla</b>, where the S&P 500 didn't. However, capturing these rises doesn't always mean outperformance.</p><p><img src=\"https://static.tigerbbs.com/a5ce4baec6cc0d17cc1b5a48b89f814a\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>While these two closely track each other, there are different time periods where one might outperform the other. Because of that, purchasing both in equal amounts is a great idea.</p><p>Another reason these two should be your first purchase is the instant diversification it provides. You're purchasing thousands (Total Stock Market) plus 500 (Vanguard 500) companies spread across multiple sectors with both indexes. This prevents being over-exposed to one sector, which might occur when you first begin.</p><p>Lastly, purchasing these indexes isn't settling. This was a common misconception I had when I first began investing, but sometimes matching the market is a wise investment strategy. Warren Buffett believes most investors would succeed by purchasing a low-cost index fund like these two. In fact, when he passes away, 90% of his estate will be invested in one of these funds.</p><p>Both of these ETFs would make great purchases, but there are other funds out there.</p><h2>Other ETFs are more specialized</h2><p>The Vanguard Russell 2000 Index gets a bit more exploratory, as it tracks the Russell 2000 index. The stocks in this index are the smallest 2,000 of the largest 3,000 companies listed in the U.S.</p><p>Small-cap stocks produce some massive winners and usually outperform large caps (over long time horizons). However, since 2021, small caps have had a pretty bad run.</p><p><img src=\"https://static.tigerbbs.com/90234724ad6dd8f939dccf297d896012\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>With small caps underperforming recently, a turnaround might be imminent. Plus, small-cap stocks tend to outperform during the recovery following a bear market. Considering that's where we may find ourselves right now, small-cap stocks look attractive.</p><p>With all three of these ETFs, there is one other consideration: the expense ratio. This number tells investors how much a company like Vanguard charges for managing your money. For this trio, the expense ratio is very attractive.</p><table border=\"1\"><tbody><tr><th>Fund</th><th>Expense Ratio</th></tr><tr><td>Vanguard Total Stock Market ETF</td><td>0.03%</td></tr><tr><td>Vanguard S&P 500 ETF</td><td>0.03%</td></tr><tr><td>Vanguard Russell 2000 ETF</td><td>0.10%</td></tr></tbody></table><p>Data source: Vanguard.</p><p>For every $1,000 you invest in the Vanguard Total Stock Market or Vanguard S&P 500 ETFs, Vanguard will charge you $0.30 annually. That's practically nothing. As a general rule of thumb, the less mainstream an ETF gets, the higher the expense ratio, which is why the Vanguard Russell 2000 ETF charges $1 for every $1,000.</p><p>Still, that's not a lot of gains to give up, especially since you don't have to do any work besides purchasing the ETF.</p><p>There are thousands of other ETFs allowing you to focus on any sector or strategy, but these three are solid bedrock funds to build a portfolio on. If I were to start over my portfolio from scratch, these three would be among my first purchases.</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>New to Investing? Take a Look at These Funds</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\">\nNew to Investing? Take a Look at These Funds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-15 11:52 GMT+8 <a href=https://www.fool.com/investing/2023/01/14/new-to-investing-take-a-look-at-these-funds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When you're just starting to invest, it's easy to get overwhelmed by the sheer number of options. Instead of rushing in and buying something you don't understand, purchasing an exchange-traded fund (...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/14/new-to-investing-take-a-look-at-these-funds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VTWO":"Vanguard Russell 2000 ETF","VTI":"大盘指数ETF-Vanguard MSCI","VOO":"Vanguard标普500ETF"},"source_url":"https://www.fool.com/investing/2023/01/14/new-to-investing-take-a-look-at-these-funds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303423363","content_text":"When you're just starting to invest, it's easy to get overwhelmed by the sheer number of options. Instead of rushing in and buying something you don't understand, purchasing an exchange-traded fund (ETF) is an excellent first move. ETFs are similar to mutual funds, except they trade like a stock.There are thousands of these ETFs, each centered around a different theme. Some good ones to start with are the Vanguard Total Stock Market ETF, the Vanguard S&P 500 ETF, and the Vanguard Russell 2000 ETF. These are basic but important in every investor's portfolio. Here's why all investors (even experienced ones) should consider these three ETFs.The basis of all portfolios should include these indexesThe Total Stock Market ETF centers around all stocks traded in the U.S. This includes small and micro-cap stocks that the Vanguard 500 (which tracks the S&P 500) misses. As a result, the index has captured the rise of companies like Amazon, Netflix, and Tesla, where the S&P 500 didn't. However, capturing these rises doesn't always mean outperformance.Data by YCharts.While these two closely track each other, there are different time periods where one might outperform the other. Because of that, purchasing both in equal amounts is a great idea.Another reason these two should be your first purchase is the instant diversification it provides. You're purchasing thousands (Total Stock Market) plus 500 (Vanguard 500) companies spread across multiple sectors with both indexes. This prevents being over-exposed to one sector, which might occur when you first begin.Lastly, purchasing these indexes isn't settling. This was a common misconception I had when I first began investing, but sometimes matching the market is a wise investment strategy. Warren Buffett believes most investors would succeed by purchasing a low-cost index fund like these two. In fact, when he passes away, 90% of his estate will be invested in one of these funds.Both of these ETFs would make great purchases, but there are other funds out there.Other ETFs are more specializedThe Vanguard Russell 2000 Index gets a bit more exploratory, as it tracks the Russell 2000 index. The stocks in this index are the smallest 2,000 of the largest 3,000 companies listed in the U.S.Small-cap stocks produce some massive winners and usually outperform large caps (over long time horizons). However, since 2021, small caps have had a pretty bad run.Data by YCharts.With small caps underperforming recently, a turnaround might be imminent. Plus, small-cap stocks tend to outperform during the recovery following a bear market. Considering that's where we may find ourselves right now, small-cap stocks look attractive.With all three of these ETFs, there is one other consideration: the expense ratio. This number tells investors how much a company like Vanguard charges for managing your money. For this trio, the expense ratio is very attractive.FundExpense RatioVanguard Total Stock Market ETF0.03%Vanguard S&P 500 ETF0.03%Vanguard Russell 2000 ETF0.10%Data source: Vanguard.For every $1,000 you invest in the Vanguard Total Stock Market or Vanguard S&P 500 ETFs, Vanguard will charge you $0.30 annually. That's practically nothing. As a general rule of thumb, the less mainstream an ETF gets, the higher the expense ratio, which is why the Vanguard Russell 2000 ETF charges $1 for every $1,000.Still, that's not a lot of gains to give up, especially since you don't have to do any work besides purchasing the ETF.There are thousands of other ETFs allowing you to focus on any sector or strategy, but these three are solid bedrock funds to build a portfolio on. If I were to start over my portfolio from scratch, these three would be among my first purchases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":191641511756048,"gmtCreate":1687796133638,"gmtModify":1687796137484,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"This is funnnnnnn!!!!","listText":"This is funnnnnnn!!!!","text":"This is funnnnnnn!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191641511756048","isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941207964,"gmtCreate":1680253818558,"gmtModify":1680253822376,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":30,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941207964","repostId":"2323711625","repostType":2,"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190908221665328,"gmtCreate":1687634153869,"gmtModify":1687634157411,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"[Cool] [Cool] [Cool] [Cool] [Cool] ","listText":"[Cool] [Cool] [Cool] [Cool] [Cool] ","text":"[Cool] [Cool] [Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190908221665328","isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956915002,"gmtCreate":1673879612507,"gmtModify":1676538898013,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9956915002","repostId":"2303469523","repostType":4,"repost":{"id":"2303469523","kind":"highlight","pubTimestamp":1673870004,"share":"https://ttm.financial/m/news/2303469523?lang=&edition=fundamental","pubTime":"2023-01-16 19:53","market":"us","language":"en","title":"Take Warren Buffett's Advice: Buy Stocks With These 3 Attributes","url":"https://stock-news.laohu8.com/highlight/detail?id=2303469523","media":"Motley Fool","summary":"Warren Buffett's company Berkshire Hathaway has greatly outperformed the stock market since 1965.","content":"<html><head></head><body><p>If you are an active investor, then you've likely heard the name Warren Buffett once or twice, given that he's one of the greatest investors of all time.</p><p>His company <b>Berkshire Hathaway</b> has beaten the broader market handily since Buffett took over the firm in 1965. A big part of Berkshire's outperformance is thanks to its large equities portfolio now valued at more than $322 billion, where Buffett and his investing team buy and sell individual stocks.</p><p>When choosing individual stocks, retail investors can learn a lot from the Oracle of Omaha's investing strategy. They should take Warren Buffett's advice and buy stocks with these three attributes.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaf4cfd62150fe71eaf74e63fe8dad0b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: The Motley Fool.</span></p><h2>1. Consistent performance</h2><p>The first thing Buffett looks for is whether or not the company he is interested in has a solid track record when it comes to financial performance.</p><p>One of the ways Buffett evaluates this is through return on shareholder equity (ROE), which is defined as net income divided by equity, and profit margins, which looks at how much of a company's revenue becomes profit. The goal is not to find a company that can generate a strong ROE or profit margin once, but one that can do it over and over and through a variety of different economic environments.</p><p>For instance, one of Berkshire Hathaway's largest holdings, the credit card and payments firm <b>American Express</b>, has generated above a 12% ROE for the last decade, and many times that ROE was 25% or above. Meanwhile, <b>Apple</b>, which is by far Berkshire's largest holding in its portfolio, has had over a 20% profit margin since 2010.</p><h2>2. Valuation</h2><p>Buffett has been a great value investor over the years; he purchases stocks trading below their intrinsic value that the market has either ignored or perhaps doesn't understand, but that will trade up to or above their intrinsic value over time.</p><p>Now, there is a method to the madness, and Buffett and Berkshire do not simply look for stocks trading at bargain valuations. As Buffett once wrote in a letter to shareholders, "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."</p><p>That means don't let valuation blind you. If something is trading at a huge discount to its book value, there is likely a good reason for the discount. Instead, it's a better idea to find a company that is great and that you can buy at a fair valuation, which will serve you better long term.</p><p>One example is <b>Bank of America</b>, the second-largest holding in Berkshire's portfolio. Bank of America currently trades at about 160% of its tangible book value, which is hardly a discounted bank stock valuation, especially in today's market. But Bank of America is now the second-largest bank by assets in the U.S., is highly profitable, and has developed a strong moat with its deposit and lending franchise. Long term, Buffett believes this is still a very fair valuation at which to own the stock.</p><h2>3. An impenetrable brand</h2><p>Another theme you will see among many of Berkshire's holdings is incredibly strong brand power. Think Apple and <b>Coca-Cola</b>. Now, why does Buffett like strong brands? It's not because of the funny commercials.</p><p>The real reason is that strong brands provide these companies with a tremendous amount of pricing power. This comes in handy in times of high inflation like the one we are in today. Even though Apple's or Coca-Cola's cost of doing business has gone up, their strong brands allow them to raise the prices of their products without too much pushback from consumers.</p><p>Think about the iPhone and what a big part of people's lives it has become. If the price of an iPhone goes up $100, most consumers are still going to buy it anyway, especially if they've been with the brand for a while. And how many times have you heard somebody say they will never drink <b>Pepsi</b> over Coke?</p><p>Even if Pepsi happens to be cheaper, odds are that if a person has a choice between the two, they are still likely going to pick Coke. Companies with this kind of branding power can be great long-term stocks to own.</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>Take Warren Buffett's Advice: Buy Stocks With These 3 Attributes</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\">\nTake Warren Buffett's Advice: Buy Stocks With These 3 Attributes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 19:53 GMT+8 <a href=https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are an active investor, then you've likely heard the name Warren Buffett once or twice, given that he's one of the greatest investors of all time.His company Berkshire Hathaway has beaten the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","PEP":"百事可乐","BK4507":"流媒体概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","AAPL":"苹果","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4575":"芯片概念","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","BRK.B":"伯克希尔B","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BRK.A":"伯克希尔","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4559":"巴菲特持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4527":"明星科技股","BAC":"美国银行","SG9999014542.SGD":"United Income Focus Trust Acc SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4574":"无人驾驶","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4573":"虚拟现实","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4505":"高瓴资本持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0072462426.USD":"贝莱德全球配置 A2","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","AXP":"美国运通","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","BK4554":"元宇宙及AR概念","BK4515":"5G概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","KO":"可口可乐","BK4571":"数字音乐概念"},"source_url":"https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303469523","content_text":"If you are an active investor, then you've likely heard the name Warren Buffett once or twice, given that he's one of the greatest investors of all time.His company Berkshire Hathaway has beaten the broader market handily since Buffett took over the firm in 1965. A big part of Berkshire's outperformance is thanks to its large equities portfolio now valued at more than $322 billion, where Buffett and his investing team buy and sell individual stocks.When choosing individual stocks, retail investors can learn a lot from the Oracle of Omaha's investing strategy. They should take Warren Buffett's advice and buy stocks with these three attributes.Image source: The Motley Fool.1. Consistent performanceThe first thing Buffett looks for is whether or not the company he is interested in has a solid track record when it comes to financial performance.One of the ways Buffett evaluates this is through return on shareholder equity (ROE), which is defined as net income divided by equity, and profit margins, which looks at how much of a company's revenue becomes profit. The goal is not to find a company that can generate a strong ROE or profit margin once, but one that can do it over and over and through a variety of different economic environments.For instance, one of Berkshire Hathaway's largest holdings, the credit card and payments firm American Express, has generated above a 12% ROE for the last decade, and many times that ROE was 25% or above. Meanwhile, Apple, which is by far Berkshire's largest holding in its portfolio, has had over a 20% profit margin since 2010.2. ValuationBuffett has been a great value investor over the years; he purchases stocks trading below their intrinsic value that the market has either ignored or perhaps doesn't understand, but that will trade up to or above their intrinsic value over time.Now, there is a method to the madness, and Buffett and Berkshire do not simply look for stocks trading at bargain valuations. As Buffett once wrote in a letter to shareholders, \"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.\"That means don't let valuation blind you. If something is trading at a huge discount to its book value, there is likely a good reason for the discount. Instead, it's a better idea to find a company that is great and that you can buy at a fair valuation, which will serve you better long term.One example is Bank of America, the second-largest holding in Berkshire's portfolio. Bank of America currently trades at about 160% of its tangible book value, which is hardly a discounted bank stock valuation, especially in today's market. But Bank of America is now the second-largest bank by assets in the U.S., is highly profitable, and has developed a strong moat with its deposit and lending franchise. Long term, Buffett believes this is still a very fair valuation at which to own the stock.3. An impenetrable brandAnother theme you will see among many of Berkshire's holdings is incredibly strong brand power. Think Apple and Coca-Cola. Now, why does Buffett like strong brands? It's not because of the funny commercials.The real reason is that strong brands provide these companies with a tremendous amount of pricing power. This comes in handy in times of high inflation like the one we are in today. Even though Apple's or Coca-Cola's cost of doing business has gone up, their strong brands allow them to raise the prices of their products without too much pushback from consumers.Think about the iPhone and what a big part of people's lives it has become. If the price of an iPhone goes up $100, most consumers are still going to buy it anyway, especially if they've been with the brand for a while. And how many times have you heard somebody say they will never drink Pepsi over Coke?Even if Pepsi happens to be cheaper, odds are that if a person has a choice between the two, they are still likely going to pick Coke. Companies with this kind of branding power can be great long-term stocks to own.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953233751,"gmtCreate":1673261574873,"gmtModify":1676538807401,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953233751","repostId":"1134892086","repostType":4,"repost":{"id":"1134892086","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":1673254725,"share":"https://ttm.financial/m/news/1134892086?lang=&edition=fundamental","pubTime":"2023-01-09 16:58","market":"us","language":"en","title":"Tiger Chart | Tesla Slashes Prices in China for Model 3, Model Y By up to 35%","url":"https://stock-news.laohu8.com/highlight/detail?id=1134892086","media":"Tiger Newspress","summary":"The starting price for Tesla's Model 3 in China was cut to ¥229,900 ($33,427) from the highest point","content":"<html><head></head><body><p>The starting price for Tesla's Model 3 in China was cut to ¥229,900 ($33,427) from the highest point of ¥355,800 in Oct, 2019, and for Model Y was lowered to ¥259,900 from the highest point of ¥316,900 in Mar, 2022.</p><p><img src=\"https://static.tigerbbs.com/1e0f2fcd90f038e5cb8606baff14a87e\" tg-width=\"1500\" tg-height=\"1660\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla </a> cut prices for all versions of its Model 3 and Model Y vehicles in China by up to 13.5%, according to its Chinese website on Jan 6th, 2023, after its December deliveries of China-made cars fell to the lowest point in five months.</p><p>The starting price for Model 3 was cut to 229,900 yuan ($33,427.84) from 265,900 yuan, and for Model Y was lowered to 259,900 yuan from 288,900 yuan, the website showed.</p><p>The move followed a price reduction in October when Tesla cut the prices for those models by up to 9%. The company has been offering incentives as much as 10,000 yuan to Chinese buyers since September.</p><p>Tesla delivered 55,796 China-made electric vehicles in December, marking a 44% drop from November and 21% fewer than a year ago, according to data from the China Passenger Car Association (CPCA) on Thursday, as it reduced output and cut prices to deal with rising inventories.</p><p>The U.S. company delivered more than 710,000 China-made EVs in 2022, up 50% from a year earlier, accounting for more than half of its global total. But its share of the world's biggest EV market has been ebbing in the face of greater Chinese competition. Chinese rival BYD Co., whose cars are generally cheaper, delivered around 911,000 fully electric vehicles last year, almost three times that of 2021.</p><p>Globally, Tesla delivered fewer vehicles in 2022 than it initially targeted, capping a year during which the stock suffered its worst annual performance as demand appeared to soften and Covid-related production disruptions persisted in China. Its share price fell more than 60%, with some investors complaining that Chief Executive Elon Musk diverted his attention from the car company to his newly acquired Twitter Inc.</p><p>China accounted for 24% of Tesla's global revenue for the first three quarters of 2022, according to its SEC filings.</p><p>Last month, the company doubled down on discounts on the same two car models in the U.S. offering a $7,500 credit and 10,000 miles of free Supercharging on its two most popular models through the end of 2022.</p><p>After several price hikes during the first half of 2022 globally, amid surging material costs, Tesla began reducing its electric vehicles' price tags in China in October. In the latest price cuts, Tesla's long-range version of the Model Y saw the biggest reduction, of more than $7,000.</p><p>BYD, meanwhile, which also saw soaring sales of its plug-in vehicles, announced last week that official prices will increase between $300 and almost $900 per vehicle starting this year, citing the end of state subsidies for EV buyers. The company's deliveries in December dropped slightly compared with November but more than doubled from a year earlier.</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>Tiger Chart | Tesla Slashes Prices in China for Model 3, Model Y By up to 35%</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\">\nTiger Chart | Tesla Slashes Prices in China for Model 3, Model Y By up to 35%\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\">2023-01-09 16:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The starting price for Tesla's Model 3 in China was cut to ¥229,900 ($33,427) from the highest point of ¥355,800 in Oct, 2019, and for Model Y was lowered to ¥259,900 from the highest point of ¥316,900 in Mar, 2022.</p><p><img src=\"https://static.tigerbbs.com/1e0f2fcd90f038e5cb8606baff14a87e\" tg-width=\"1500\" tg-height=\"1660\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla </a> cut prices for all versions of its Model 3 and Model Y vehicles in China by up to 13.5%, according to its Chinese website on Jan 6th, 2023, after its December deliveries of China-made cars fell to the lowest point in five months.</p><p>The starting price for Model 3 was cut to 229,900 yuan ($33,427.84) from 265,900 yuan, and for Model Y was lowered to 259,900 yuan from 288,900 yuan, the website showed.</p><p>The move followed a price reduction in October when Tesla cut the prices for those models by up to 9%. The company has been offering incentives as much as 10,000 yuan to Chinese buyers since September.</p><p>Tesla delivered 55,796 China-made electric vehicles in December, marking a 44% drop from November and 21% fewer than a year ago, according to data from the China Passenger Car Association (CPCA) on Thursday, as it reduced output and cut prices to deal with rising inventories.</p><p>The U.S. company delivered more than 710,000 China-made EVs in 2022, up 50% from a year earlier, accounting for more than half of its global total. But its share of the world's biggest EV market has been ebbing in the face of greater Chinese competition. Chinese rival BYD Co., whose cars are generally cheaper, delivered around 911,000 fully electric vehicles last year, almost three times that of 2021.</p><p>Globally, Tesla delivered fewer vehicles in 2022 than it initially targeted, capping a year during which the stock suffered its worst annual performance as demand appeared to soften and Covid-related production disruptions persisted in China. Its share price fell more than 60%, with some investors complaining that Chief Executive Elon Musk diverted his attention from the car company to his newly acquired Twitter Inc.</p><p>China accounted for 24% of Tesla's global revenue for the first three quarters of 2022, according to its SEC filings.</p><p>Last month, the company doubled down on discounts on the same two car models in the U.S. offering a $7,500 credit and 10,000 miles of free Supercharging on its two most popular models through the end of 2022.</p><p>After several price hikes during the first half of 2022 globally, amid surging material costs, Tesla began reducing its electric vehicles' price tags in China in October. In the latest price cuts, Tesla's long-range version of the Model Y saw the biggest reduction, of more than $7,000.</p><p>BYD, meanwhile, which also saw soaring sales of its plug-in vehicles, announced last week that official prices will increase between $300 and almost $900 per vehicle starting this year, citing the end of state subsidies for EV buyers. The company's deliveries in December dropped slightly compared with November but more than doubled from a year earlier.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134892086","content_text":"The starting price for Tesla's Model 3 in China was cut to ¥229,900 ($33,427) from the highest point of ¥355,800 in Oct, 2019, and for Model Y was lowered to ¥259,900 from the highest point of ¥316,900 in Mar, 2022.Tesla cut prices for all versions of its Model 3 and Model Y vehicles in China by up to 13.5%, according to its Chinese website on Jan 6th, 2023, after its December deliveries of China-made cars fell to the lowest point in five months.The starting price for Model 3 was cut to 229,900 yuan ($33,427.84) from 265,900 yuan, and for Model Y was lowered to 259,900 yuan from 288,900 yuan, the website showed.The move followed a price reduction in October when Tesla cut the prices for those models by up to 9%. The company has been offering incentives as much as 10,000 yuan to Chinese buyers since September.Tesla delivered 55,796 China-made electric vehicles in December, marking a 44% drop from November and 21% fewer than a year ago, according to data from the China Passenger Car Association (CPCA) on Thursday, as it reduced output and cut prices to deal with rising inventories.The U.S. company delivered more than 710,000 China-made EVs in 2022, up 50% from a year earlier, accounting for more than half of its global total. But its share of the world's biggest EV market has been ebbing in the face of greater Chinese competition. Chinese rival BYD Co., whose cars are generally cheaper, delivered around 911,000 fully electric vehicles last year, almost three times that of 2021.Globally, Tesla delivered fewer vehicles in 2022 than it initially targeted, capping a year during which the stock suffered its worst annual performance as demand appeared to soften and Covid-related production disruptions persisted in China. Its share price fell more than 60%, with some investors complaining that Chief Executive Elon Musk diverted his attention from the car company to his newly acquired Twitter Inc.China accounted for 24% of Tesla's global revenue for the first three quarters of 2022, according to its SEC filings.Last month, the company doubled down on discounts on the same two car models in the U.S. offering a $7,500 credit and 10,000 miles of free Supercharging on its two most popular models through the end of 2022.After several price hikes during the first half of 2022 globally, amid surging material costs, Tesla began reducing its electric vehicles' price tags in China in October. In the latest price cuts, Tesla's long-range version of the Model Y saw the biggest reduction, of more than $7,000.BYD, meanwhile, which also saw soaring sales of its plug-in vehicles, announced last week that official prices will increase between $300 and almost $900 per vehicle starting this year, citing the end of state subsidies for EV buyers. The company's deliveries in December dropped slightly compared with November but more than doubled from a year earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964604325,"gmtCreate":1670126445967,"gmtModify":1676538307489,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9964604325","repostId":"2288925832","repostType":4,"repost":{"id":"2288925832","kind":"highlight","pubTimestamp":1670121245,"share":"https://ttm.financial/m/news/2288925832?lang=&edition=fundamental","pubTime":"2022-12-04 10:34","market":"us","language":"en","title":"NIO And XPeng: Don't Choose The One Getting Squeezed Out","url":"https://stock-news.laohu8.com/highlight/detail?id=2288925832","media":"seekingalpha","summary":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish inves","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/0148afb1415d9966a462d316514fd0e2\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Thesis</h2><p>Leading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China's embattled pure-play BEV makers.</p><p>Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV's YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.</p><p>Hence, we believe it's opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.</p><p>Our assessment indicates that one company has executed much better as China's economy worsened in 2022. China's stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China's manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.</p><p>Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.</p><p>We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China's NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3'22, ahead of Tesla (TSLA).</p><p>Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.</p><p>We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.</p><p>Maintain Speculative Buy on NIO and Hold on XPEV.</p><h2>Competition In China Has Intensified</h2><p>China's economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China's leading NEV makers have made robust progress in 2022.</p><p>For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.</p><p>Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.</p><p>Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it's vital to assess which company could emerge as the stronger competitor to take on these behemoths.</p><p>Furthermore, China's NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.</p><p>Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it's one that XPeng has fallen short in 2022.</p><h2>XPeng Restructures</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61e462b6ef38ba6c0893c716ae23dcdc\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>XPeng Vehicle margins % (Company filings)</span></p><p>Given XPeng's low vehicle margins operating model, it's imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.</p><p>However, XPeng's massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.</p><p>With a vehicle margin of just 11.6% in Q3 (up from Q2's 9.1%), XPeng's profitability has improved QoQ.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e172d47aa15683ff6c89cf5c9e8dbd2\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>XPeng Deliveries (Company filings)</span></p><p>However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2's 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:</p><blockquote>Frankly, we're going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we'll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3'22 earnings call)</blockquote><p>Hence, we believe there's little doubt that the increasingly competitive landscape hammered XPeng's execution. Therefore, moving forward, we think it's better to watch the action from the sidelines unless you have a very high conviction in XPeng's management.</p><p>XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: "The Company expects that deliveries will significantly increase in December 2022 as G9's production ramp-up accelerates under normalized operating conditions."</p><p>We believe that XPEV's battering toward its October lows has likely reflected significant pessimism. But, we don't think the recent rally is sustainable, as its price action suggests a massive covering rally.</p><p>As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.</p><h2>Rotate To NIO<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b388563a2b413a07256e586ffbaa59a0\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>NIO Deliveries (Company filings)</span></p></h2><p>NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China's economic malaise.</p><p>While China's COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.</p><p>Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: "NIO will further accelerate the production and delivery in December 2022."</p><p>NIO CEO William Li also telegraphed recently why it's critical for NIO to remain deeply entrenched as one of China's leading NEV leaders, given intensifying competition. Li accentuated:</p><blockquote>If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPost</blockquote><p>Therefore, we believe it's no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.</p><p>Don't assume these OEM makers are "dead" yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.</p><h2>Is NIO Or XPEV Stock A Buy, Sell, Or Hold?</h2><p><i>Maintain Speculative Buy on NIO and Hold on XPEV.</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbee3aba450db5a7c84dee25b0094d59\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>XPEV price chart (weekly) (TradingView)</span></p><p>The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.</p><p>As such, the market's battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.</p><p>As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/315a624b01e18068ea47037b78f4f8b6\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>NIO price chart (weekly) (TradingView)</span></p><p>NIO's price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.</p><p>Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China's increasingly competitive EV market.</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>NIO And XPeng: Don't Choose The One Getting Squeezed Out</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\">\nNIO And XPeng: Don't Choose The One Getting Squeezed Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-04 10:34 GMT+8 <a href=https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4509":"腾讯概念","BK4526":"热门中概股","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4574":"无人驾驶","NIO.SI":"蔚来","BK4505":"高瓴资本持仓","09866":"蔚来-SW","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2288925832","content_text":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China's embattled pure-play BEV makers.Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV's YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.Hence, we believe it's opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.Our assessment indicates that one company has executed much better as China's economy worsened in 2022. China's stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China's manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China's NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3'22, ahead of Tesla (TSLA).Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.Maintain Speculative Buy on NIO and Hold on XPEV.Competition In China Has IntensifiedChina's economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China's leading NEV makers have made robust progress in 2022.For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it's vital to assess which company could emerge as the stronger competitor to take on these behemoths.Furthermore, China's NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it's one that XPeng has fallen short in 2022.XPeng RestructuresXPeng Vehicle margins % (Company filings)Given XPeng's low vehicle margins operating model, it's imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.However, XPeng's massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.With a vehicle margin of just 11.6% in Q3 (up from Q2's 9.1%), XPeng's profitability has improved QoQ.XPeng Deliveries (Company filings)However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2's 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:Frankly, we're going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we'll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3'22 earnings call)Hence, we believe there's little doubt that the increasingly competitive landscape hammered XPeng's execution. Therefore, moving forward, we think it's better to watch the action from the sidelines unless you have a very high conviction in XPeng's management.XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: \"The Company expects that deliveries will significantly increase in December 2022 as G9's production ramp-up accelerates under normalized operating conditions.\"We believe that XPEV's battering toward its October lows has likely reflected significant pessimism. But, we don't think the recent rally is sustainable, as its price action suggests a massive covering rally.As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.Rotate To NIONIO Deliveries (Company filings)NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China's economic malaise.While China's COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: \"NIO will further accelerate the production and delivery in December 2022.\"NIO CEO William Li also telegraphed recently why it's critical for NIO to remain deeply entrenched as one of China's leading NEV leaders, given intensifying competition. Li accentuated:If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPostTherefore, we believe it's no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.Don't assume these OEM makers are \"dead\" yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.Is NIO Or XPEV Stock A Buy, Sell, Or Hold?Maintain Speculative Buy on NIO and Hold on XPEV.XPEV price chart (weekly) (TradingView)The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.As such, the market's battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.NIO price chart (weekly) (TradingView)NIO's price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China's increasingly competitive EV market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966151994,"gmtCreate":1669450274218,"gmtModify":1676538198594,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9966151994","repostId":"1103871150","repostType":4,"repost":{"id":"1103871150","kind":"news","pubTimestamp":1669428459,"share":"https://ttm.financial/m/news/1103871150?lang=&edition=fundamental","pubTime":"2022-11-26 10:07","market":"us","language":"en","title":"Uber Technologies Stock: Should You Hop in This Uber?","url":"https://stock-news.laohu8.com/highlight/detail?id=1103871150","media":"TipRanks","summary":"Story HighlightsDespite rising inflation raising concerns about consumer spending, Uber continued to","content":"<div>\n<p>Story HighlightsDespite rising inflation raising concerns about consumer spending, Uber continued to post record revenue growth recently. This is a reaffirmation that Uber stock could be a good long-...</p>\n\n<a href=\"https://www.tipranks.com/news/article/uber-technologies-nyseuber-stock-should-you-take-this-uber-ride\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Uber Technologies Stock: Should You Hop in This Uber?</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\">\nUber Technologies Stock: Should You Hop in This Uber?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 10:07 GMT+8 <a href=https://www.tipranks.com/news/article/uber-technologies-nyseuber-stock-should-you-take-this-uber-ride><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsDespite rising inflation raising concerns about consumer spending, Uber continued to post record revenue growth recently. This is a reaffirmation that Uber stock could be a good long-...</p>\n\n<a href=\"https://www.tipranks.com/news/article/uber-technologies-nyseuber-stock-should-you-take-this-uber-ride\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步"},"source_url":"https://www.tipranks.com/news/article/uber-technologies-nyseuber-stock-should-you-take-this-uber-ride","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103871150","content_text":"Story HighlightsDespite rising inflation raising concerns about consumer spending, Uber continued to post record revenue growth recently. This is a reaffirmation that Uber stock could be a good long-term Buy.Ridesharing and delivery giant Uber Technologies’ (NYSE: UBER) stock has tumbled just like the overall stock market. Uber is the largest player in the Global Mobility and Food Delivery space, both of which have massive growth potential. It continues to post record revenues and should continue to do so for many years to come. I will surely take the Uber ride as the current share price looks attractive, and long-term growth looks solid.Uber is a Market Leader Gaining Market ShareWithin Mobility, Uber is the largest player in eight of its top 10 markets, with a market share ranging from 50%-65%. On top of that, in food delivery, Uber has a leading position in seven of the top 10 GDP markets globally.Uber remains a counter-cyclical bet in a weakening macroeconomic backdrop. The competitive environment currently is the best it has ever been as smaller competitors are forced to shut operations in the wake of lackluster consumer spending, rising interest rates, and drying venture capital money.Wiping out of smaller competition has led to a higher supply of drivers on the Uber platform (now back to pre-pandemic levels). This, in turn, will result in better customer experience in the form of lower wait times as well as lower surge pricing. Higher inflation is also attracting more gig-economy workers onto the Uber platform, driven by the need to earn extra income.In 2022, Uber mobility is estimated to cross the $50 billion mark in gross bookings on its platform. To achieve that, it is critical to have a very strong supply of drivers on the platform. I believe Uber has a unique advantage, which no other competitor currently has. It offers multiple options which ensure higher utilization and earnings potential for drivers.A person can choose to drive for mobility or food delivery as well as delivery of convenience & groceries. In just Q3 2022 alone, drivers earned $11 billion from the Uber platform. A robust supply of drivers on the platform leads to lower wait times and costs for customers, attracting more customers.Given Uber’s brand appeal (about 50% of the population aged 18 or older has used an Uber in the U.S.) and some of the Uber-specific advantages mentioned above, the barriers to entry for a new player are significantly high.Uber’s Profitability RoadmapOn November 1, Uber posted robust revenues that grew 72% year-over-year to $8.34 billion, driven by 26% growth in gross bookings to $29.1 billion. Its adjusted loss of $0.61 per share, however, fell short of the consensus estimate of -$0.17 per share. It also reported an all-time quarterly high adjusted EBITDA and adjusted EBITDA margin.The big question is, where could operating margins finally settle? For the Mobility business, management has a long-term EBITDA margin target of 10% (of gross bookings). In Q3, Uber achieved an EBITDA margin (as a % of gross bookings) of 6.6%. Management noted that its Mobility business is now profitable in almost every major market for Uber, with EBITDA margins well over the long-term targeted range of 10% in its top five markets.For the Delivery business, management has a long-term EBITDA margin target of 5% (of gross bookings). In Q3, Uber achieved an EBITDA margin of 1.3%. Uber has achieved adjusted EBITDA profitability in 10 of its top 20 food delivery markets, with EBITDA margins of well over 5% in its top five markets. All the above data suggest that Uber is already moving on its path to profitability.What is the Price Prediction for UBER Stock?Uber’s average price forecast of $49.07 implies a whopping 72.2% in upside potential from current levels. The Wall Street community is clearly optimistic about the stock. Overall, UBER commands a Strong Buy consensus rating based on 14 unanimous Buys.Concluding Thoughts: Consider Buying Uber StockYear-to-date, Uber stock has lost more than 35% of its market capitalization. In terms of valuation, UBER is trading at an EV/sales ratio of 2.1x, higher than the peer group average of 1.7x. Nonetheless, the premium is justified given its favorable industry-leading position and larger total addressable market or TAM. Yet, it is trading at much lower levels compared to the peak 11x EV/sales ratio seen in the last 24 months.I think it’s only a matter of time before the stock rebounds and maybe make new highs. Given its solid business moat, market-leading position, double-digit revenue growth, as well as improving cashflows, I think the current levels are extremely attractive to accumulate Uber stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178353143,"gmtCreate":1626789136782,"gmtModify":1703765233971,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Like comment","listText":"Like comment","text":"Like comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/178353143","repostId":"1102737002","repostType":4,"repost":{"id":"1102737002","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":1626787848,"share":"https://ttm.financial/m/news/1102737002?lang=&edition=fundamental","pubTime":"2021-07-20 21:30","market":"us","language":"en","title":"Stocks open slightly higher in attempt to bounce back from Monday selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1102737002","media":"Tiger Newspress","summary":"(July 20) Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebo","content":"<p>(July 20) Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebounded following a sharp selloff in the previous session, while shares of IBM jumped on strong second-quarter results.</p>\n<p>Chinese education stocks rally, Blockchain stocks plunged.</p>\n<p>New Shepard capsule returns to Earth safely. Blue Origin Becomes the First Company to Take a Paying Passenger to Space. Amzon stock fell 0.48% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/f39d7260da8bf4b4752067a47fef692b\" tg-width=\"304\" tg-height=\"165\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cb77d3a02961a8a78cc8ac8ac2dc9f05\" tg-width=\"306\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/0c4eddca19a77e87393f2b94d50383e9\" tg-width=\"709\" tg-height=\"547\" referrerpolicy=\"no-referrer\"></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>Stocks open slightly higher in attempt to bounce back from Monday selloff</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\">\nStocks open slightly higher in attempt to bounce back from Monday selloff\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\">2021-07-20 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July 20) Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebounded following a sharp selloff in the previous session, while shares of IBM jumped on strong second-quarter results.</p>\n<p>Chinese education stocks rally, Blockchain stocks plunged.</p>\n<p>New Shepard capsule returns to Earth safely. Blue Origin Becomes the First Company to Take a Paying Passenger to Space. Amzon stock fell 0.48% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/f39d7260da8bf4b4752067a47fef692b\" tg-width=\"304\" tg-height=\"165\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cb77d3a02961a8a78cc8ac8ac2dc9f05\" tg-width=\"306\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/0c4eddca19a77e87393f2b94d50383e9\" tg-width=\"709\" tg-height=\"547\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102737002","content_text":"(July 20) Wall Street’s main indexes opened higher on Tuesday, as economically sensitive stocks rebounded following a sharp selloff in the previous session, while shares of IBM jumped on strong second-quarter results.\nChinese education stocks rally, Blockchain stocks plunged.\nNew Shepard capsule returns to Earth safely. Blue Origin Becomes the First Company to Take a Paying Passenger to Space. Amzon stock fell 0.48% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951838795,"gmtCreate":1673444139917,"gmtModify":1676538837608,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9951838795","repostId":"1184006474","repostType":2,"repost":{"id":"1184006474","kind":"news","pubTimestamp":1673443754,"share":"https://ttm.financial/m/news/1184006474?lang=&edition=fundamental","pubTime":"2023-01-11 21:29","market":"us","language":"en","title":"Tesla Nears Preliminary Deal for Indonesia Electric Car Plant","url":"https://stock-news.laohu8.com/highlight/detail?id=1184006474","media":"Bloomberg","summary":"The nation is a tough market due to access to inexpensive carsIndonesia plant would be Tesla’s third","content":"<html><head></head><body><ul><li>The nation is a tough market due to access to inexpensive cars</li><li>Indonesia plant would be Tesla’s third facility outside US</li></ul><p>Tesla Inc.is close to sealing a preliminary deal to set up a factory in Indonesia, according to people familiar with the matter, as Elon Musk’s electric vehicle pioneer looks to capitalize on the Southeast Asian nation’s reserves of key battery metals.</p><p>The plant would produce as many as 1 million cars a year, the people said, in line with Tesla’s ambition to have all its factories globally reach that capacity. The discussions include plans around multiple facilities in the country, serving different functions across production and the supply chain, one of the people said. A deal hasn’t been signed and the agreement could still fall through, said the people, asking not to be identified as the talks are confidential.</p><p>More fromBloombergHyperdriveElon Musk’s Tesla Hype Machine Breaks DownMaruti Suzuki Goes Bigger With First Electric SUV to Debut 2025Foreign Carmakers Muscle In on India’s EV Market at Top Car ShowMercedes Enters the Fray for Electric-Vehicle Charging Spots</p><p>Musk and representatives for Tesla didn’t immediately respond to an email seeking comment. Indonesian Investment Minister Bahlil Lahadalia said talks with Tesla are being led by the coordinating ministry for maritime affairs and investment when asked about the potential deal on Wednesday. A representative for the ministry didn’t immediately respond to requests for comment.</p><p>Indonesia has long courted Tesla, last year striking a $5 billionnickel supplyagreement with the carmaker. In an interview in August with Bloomberg News, President Joko Widodo said the country wants Tesla to make electric cars there, not just batteries, and is willing to take the time to convince Musk to see Indonesia as more than just a supplier of key resources.</p><p>An Indonesian factory would be Tesla’s third outside its home market in the US, joining facilities in Shanghai and a plant near Berlin. While Indonesia offers a gateway to Southeast Asia’s 675 million consumers, it’s a tough market for global automakers, givenaffordable cars— usually priced below $20,000 — make up the bulk of sales.</p><p>In China, Tesla earlier this month cut the starting price for it locally built Model Y sport utility vehicle to a new low of 259,900 yuan ($38,360) from 288,900 yuan — about 40% less than the most basic Model Y available in the US. That came after the company deliveredfewer vehiclesthan expected last quarter and missed its goal of 50% annual sales growth.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Nears Preliminary Deal for Indonesia Electric Car Plant</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 Nears Preliminary Deal for Indonesia Electric Car Plant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-11 21:29 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-01-11/tesla-nears-preliminary-deal-for-indonesia-electric-car-plant?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The nation is a tough market due to access to inexpensive carsIndonesia plant would be Tesla’s third facility outside USTesla Inc.is close to sealing a preliminary deal to set up a factory in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-11/tesla-nears-preliminary-deal-for-indonesia-electric-car-plant?srnd=premium\">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.bloomberg.com/news/articles/2023-01-11/tesla-nears-preliminary-deal-for-indonesia-electric-car-plant?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184006474","content_text":"The nation is a tough market due to access to inexpensive carsIndonesia plant would be Tesla’s third facility outside USTesla Inc.is close to sealing a preliminary deal to set up a factory in Indonesia, according to people familiar with the matter, as Elon Musk’s electric vehicle pioneer looks to capitalize on the Southeast Asian nation’s reserves of key battery metals.The plant would produce as many as 1 million cars a year, the people said, in line with Tesla’s ambition to have all its factories globally reach that capacity. The discussions include plans around multiple facilities in the country, serving different functions across production and the supply chain, one of the people said. A deal hasn’t been signed and the agreement could still fall through, said the people, asking not to be identified as the talks are confidential.More fromBloombergHyperdriveElon Musk’s Tesla Hype Machine Breaks DownMaruti Suzuki Goes Bigger With First Electric SUV to Debut 2025Foreign Carmakers Muscle In on India’s EV Market at Top Car ShowMercedes Enters the Fray for Electric-Vehicle Charging SpotsMusk and representatives for Tesla didn’t immediately respond to an email seeking comment. Indonesian Investment Minister Bahlil Lahadalia said talks with Tesla are being led by the coordinating ministry for maritime affairs and investment when asked about the potential deal on Wednesday. A representative for the ministry didn’t immediately respond to requests for comment.Indonesia has long courted Tesla, last year striking a $5 billionnickel supplyagreement with the carmaker. In an interview in August with Bloomberg News, President Joko Widodo said the country wants Tesla to make electric cars there, not just batteries, and is willing to take the time to convince Musk to see Indonesia as more than just a supplier of key resources.An Indonesian factory would be Tesla’s third outside its home market in the US, joining facilities in Shanghai and a plant near Berlin. While Indonesia offers a gateway to Southeast Asia’s 675 million consumers, it’s a tough market for global automakers, givenaffordable cars— usually priced below $20,000 — make up the bulk of sales.In China, Tesla earlier this month cut the starting price for it locally built Model Y sport utility vehicle to a new low of 259,900 yuan ($38,360) from 288,900 yuan — about 40% less than the most basic Model Y available in the US. That came after the company deliveredfewer vehiclesthan expected last quarter and missed its goal of 50% annual sales growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925594074,"gmtCreate":1672059017698,"gmtModify":1676538628079,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9925594074","repostId":"1152955091","repostType":4,"repost":{"id":"1152955091","kind":"news","pubTimestamp":1672068846,"share":"https://ttm.financial/m/news/1152955091?lang=&edition=fundamental","pubTime":"2022-12-26 23:34","market":"us","language":"en","title":"Tesla's Crash Could Signal A New Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1152955091","media":"Seeking Alpha","summary":"As the market transitions to more sensible valuations, there are less and less reasons to be bearish","content":"<html><head></head><body><p>As the market transitions to more sensible valuations, there are less and less reasons to be bearish. The beginning of a recession often signals the beginning of a new bull market. I'm still not bullish on Tesla, nor the S&P 500. But I wouldn't be short, and I wouldn't be sitting on a pile of cash at a time like this. Jim Cramer often exclaims on CNBC, "There's always a bull market somewhere." This is by no means an endorsement to take advice from Jim Cramer, but I believe there are plenty of contrarian values to be bullish about as the market shifts from what was to what will be.</p><p>As for Tesla, I'm not a buyer yet. In my base-case scenario, I'm seeing long-term returns of 5% per annum.</p><h3>Tesla's Outlook</h3><p>Legendary investor Sir John Templeton once told Bill Miller the following:</p><p>"There are only two types of investors, those who are outlook and trend investors and those who are price and value investors. 90% of people are outlook and trend investors."</p><p>A year ago, the outlook for Tesla was phenomenal. The company was demonstrating explosive growth, and that growth was expected to continue. So far, it has. Tesla's net income has soared:</p><p><img src=\"https://static.tigerbbs.com/fba100e8982cd53633e2922445131c56\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Despite this terrific financial performance, Tesla's stock has plummeted. So, what's going on here? Well, like Sir John Templeton said, 90% of investors are "outlook and trend investors." What happened was, the outlook changed. Elon's diverting his attention to Twitter, a recession looms, and Tesla's market share is shrinking. These are all things I warned about five months ago. They're coming to light.</p><p>As for the market share, Forbes said it best:</p><p>"Tesla continues to dominate EV sales, with 65.4% of the EV market. However, that is down from 68.2% in 2021 and 79.4% in 2020. With the market growing, Tesla is still rapidly growing its vehicle sales despite its loss of market share."</p><p>That's U.S. market share, by the way. Globally, Tesla has an EV market share of roughly 14%.</p><p>Another issue for Tesla is that every automaker globally now wants in on EVs. And of course they do, EV stocks have soared and traditional automaker's stocks haven't. In addition, Tesla's displayed remarkable profitability selling EVs. This is simply how capitalism works; when an industry gets hot, everyone rushes in. Once everyone's rushed in, the profits get squeezed because there's more competition.</p><p>Now, looking at Tesla. The company maintains the premium product. Tesla's customer satisfaction scores are industry leading. Tesla had a first-mover advantage, and its technology is just better at this point. Elon did a terrific job of building Tesla's brand in a brutally competitive auto market.</p><p>One thing to note on the customer satisfaction scores: that's just for EVs. Newsweek recently found that buyers of internal-combustion vehicles are more satisfied than EV buyers:</p><h3><img src=\"https://static.tigerbbs.com/0fbc8c1f4dbd2317e3869d3baa82c71d\" tg-width=\"640\" tg-height=\"146\" referrerpolicy=\"no-referrer\"/>Tesla's Future Growth</h3><p>The number of electric vehicles sold globally is projected to grow at 17% per annum through to 2027. Tesla has an opportunity to grow its autonomous drive, EV semis, and energy generation businesses at rates exceeding 17%. But, because 95% of Tesla's revenue comes from the automotive arm, where Tesla is losing share, I expect the company to grow its earnings at a slower pace.</p><p>The other issue I'm seeing is the cyclicality of the auto market. Nearing the peak of the cycle, Tesla's never before been this profitable:</p><p><img src=\"https://static.tigerbbs.com/0e3b58724f2aa85e9e67975a8a420129\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>These kinds of profit margins and return on assets numbers are far beyond industry averages and will be difficult to maintain over the next 10 years as competitors catch up on a technological basis.</p><p>All things considered, I'm projecting earnings to grow at a pace of 15% per annum from here.</p><h3>Long-term Returns</h3><p>My 2033 price target for Tesla is $208 per share, implying a return of 5% per annum.</p><p>Tesla has earnings per share of $3.23. If it can grow that at 15% per annum, it will earn $13 per share in 2033. I've applied a terminal multiple of 16x.</p><p>Does Tesla's Collapse Signal A New Bull Market?</p><p>A recession in 2023 is now baked into the consensus. Globally, the world is already beginning to experience rolling recessions. At the same time, investors are exceptionally pessimistic:</p><p><img src=\"https://static.tigerbbs.com/3e666c6a5e6b8a46f7ae6082479758c6\" tg-width=\"640\" tg-height=\"239\" referrerpolicy=\"no-referrer\"/>This usually means it's time to be contrarian and go long. All of the billions of dollars that have flowed out of Tesla stock have to go somewhere after all.</p><p>I explained in my article "QQQ: An Excessive Bust Is Coming" why I expect the pessimism in the technology sector to be more prolonged. The reason: George Soros has explained in the past that excessive margin, speculation, and exuberance on the upside creates excessive insolvency, fear, and selling on the downside. After the dot com bubble burst, it took 15 years for tech stocks to gain popularity again. Fifteen years is often the amount of time it takes for investors to forget about the pain inflicted when a bubble pops. After a fifteen-year stretch, earnings tend to catch up to valuations, and industries have time to fully consolidate.</p><p>Rather than looking at stocks that have "gone to the moon," I'm finding opportunities in stocks that have gone nowhere for 15 years. This was the case for Microsoft (MSFT) in 2013:</p><p><img src=\"https://static.tigerbbs.com/e0b1d1bc530a801074c58a4c41b77c74\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>I believe flat indexes and stocks are now great hunting grounds for the next bull market. The key is that the fundamentals are in good shape (You don't want to buy a company that's about to go bankrupt or become obsolete). As for the market as a whole, I'm seeing returns in the range of 5% per annum for the Vanguard S&P 500 ETF (VOO) and Spider S&P 500 Trust ETF (SPY).</p><h3>In Conclusion</h3><p>I've upgraded Tesla to a "sell" from a "strong-sell." Following its collapse, Tesla may be offering a market matching return of 5% per annum. A 5% annual return is right between a "sell" and "hold" rating for me. But, because of the opportunity cost and George Soros' boom-bust model, I think it's best to sell and move on. After tech stocks toppled in 2000, value stocks really took off. As Jim Cramer often exclaims, "There's always a bull market somewhere." Until next time, happy investing.</p></body></html>","source":"seekingalpha_fund","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 Crash Could Signal A New Bull 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\">\nTesla's Crash Could Signal A New Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-26 23:34 GMT+8 <a href=https://seekingalpha.com/article/4566265-teslas-crash-could-signal-a-new-bull-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the market transitions to more sensible valuations, there are less and less reasons to be bearish. The beginning of a recession often signals the beginning of a new bull market. I'm still not ...</p>\n\n<a href=\"https://seekingalpha.com/article/4566265-teslas-crash-could-signal-a-new-bull-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4566265-teslas-crash-could-signal-a-new-bull-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152955091","content_text":"As the market transitions to more sensible valuations, there are less and less reasons to be bearish. The beginning of a recession often signals the beginning of a new bull market. I'm still not bullish on Tesla, nor the S&P 500. But I wouldn't be short, and I wouldn't be sitting on a pile of cash at a time like this. Jim Cramer often exclaims on CNBC, \"There's always a bull market somewhere.\" This is by no means an endorsement to take advice from Jim Cramer, but I believe there are plenty of contrarian values to be bullish about as the market shifts from what was to what will be.As for Tesla, I'm not a buyer yet. In my base-case scenario, I'm seeing long-term returns of 5% per annum.Tesla's OutlookLegendary investor Sir John Templeton once told Bill Miller the following:\"There are only two types of investors, those who are outlook and trend investors and those who are price and value investors. 90% of people are outlook and trend investors.\"A year ago, the outlook for Tesla was phenomenal. The company was demonstrating explosive growth, and that growth was expected to continue. So far, it has. Tesla's net income has soared:Despite this terrific financial performance, Tesla's stock has plummeted. So, what's going on here? Well, like Sir John Templeton said, 90% of investors are \"outlook and trend investors.\" What happened was, the outlook changed. Elon's diverting his attention to Twitter, a recession looms, and Tesla's market share is shrinking. These are all things I warned about five months ago. They're coming to light.As for the market share, Forbes said it best:\"Tesla continues to dominate EV sales, with 65.4% of the EV market. However, that is down from 68.2% in 2021 and 79.4% in 2020. With the market growing, Tesla is still rapidly growing its vehicle sales despite its loss of market share.\"That's U.S. market share, by the way. Globally, Tesla has an EV market share of roughly 14%.Another issue for Tesla is that every automaker globally now wants in on EVs. And of course they do, EV stocks have soared and traditional automaker's stocks haven't. In addition, Tesla's displayed remarkable profitability selling EVs. This is simply how capitalism works; when an industry gets hot, everyone rushes in. Once everyone's rushed in, the profits get squeezed because there's more competition.Now, looking at Tesla. The company maintains the premium product. Tesla's customer satisfaction scores are industry leading. Tesla had a first-mover advantage, and its technology is just better at this point. Elon did a terrific job of building Tesla's brand in a brutally competitive auto market.One thing to note on the customer satisfaction scores: that's just for EVs. Newsweek recently found that buyers of internal-combustion vehicles are more satisfied than EV buyers:Tesla's Future GrowthThe number of electric vehicles sold globally is projected to grow at 17% per annum through to 2027. Tesla has an opportunity to grow its autonomous drive, EV semis, and energy generation businesses at rates exceeding 17%. But, because 95% of Tesla's revenue comes from the automotive arm, where Tesla is losing share, I expect the company to grow its earnings at a slower pace.The other issue I'm seeing is the cyclicality of the auto market. Nearing the peak of the cycle, Tesla's never before been this profitable:These kinds of profit margins and return on assets numbers are far beyond industry averages and will be difficult to maintain over the next 10 years as competitors catch up on a technological basis.All things considered, I'm projecting earnings to grow at a pace of 15% per annum from here.Long-term ReturnsMy 2033 price target for Tesla is $208 per share, implying a return of 5% per annum.Tesla has earnings per share of $3.23. If it can grow that at 15% per annum, it will earn $13 per share in 2033. I've applied a terminal multiple of 16x.Does Tesla's Collapse Signal A New Bull Market?A recession in 2023 is now baked into the consensus. Globally, the world is already beginning to experience rolling recessions. At the same time, investors are exceptionally pessimistic:This usually means it's time to be contrarian and go long. All of the billions of dollars that have flowed out of Tesla stock have to go somewhere after all.I explained in my article \"QQQ: An Excessive Bust Is Coming\" why I expect the pessimism in the technology sector to be more prolonged. The reason: George Soros has explained in the past that excessive margin, speculation, and exuberance on the upside creates excessive insolvency, fear, and selling on the downside. After the dot com bubble burst, it took 15 years for tech stocks to gain popularity again. Fifteen years is often the amount of time it takes for investors to forget about the pain inflicted when a bubble pops. After a fifteen-year stretch, earnings tend to catch up to valuations, and industries have time to fully consolidate.Rather than looking at stocks that have \"gone to the moon,\" I'm finding opportunities in stocks that have gone nowhere for 15 years. This was the case for Microsoft (MSFT) in 2013:I believe flat indexes and stocks are now great hunting grounds for the next bull market. The key is that the fundamentals are in good shape (You don't want to buy a company that's about to go bankrupt or become obsolete). As for the market as a whole, I'm seeing returns in the range of 5% per annum for the Vanguard S&P 500 ETF (VOO) and Spider S&P 500 Trust ETF (SPY).In ConclusionI've upgraded Tesla to a \"sell\" from a \"strong-sell.\" Following its collapse, Tesla may be offering a market matching return of 5% per annum. A 5% annual return is right between a \"sell\" and \"hold\" rating for me. But, because of the opportunity cost and George Soros' boom-bust model, I think it's best to sell and move on. After tech stocks toppled in 2000, value stocks really took off. As Jim Cramer often exclaims, \"There's always a bull market somewhere.\" Until next time, happy investing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923058303,"gmtCreate":1670763262803,"gmtModify":1676538429393,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9923058303","repostId":"2290213223","repostType":4,"repost":{"id":"2290213223","kind":"highlight","pubTimestamp":1670723606,"share":"https://ttm.financial/m/news/2290213223?lang=&edition=fundamental","pubTime":"2022-12-11 09:53","market":"us","language":"en","title":"Why Stock-Market Investors Shouldn’t Count on a \"Santa Claus\" Rally This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2290213223","media":"MarketWatch","summary":"‘The Santa Claus rally is canceled this year,’ says economistU.S. stocks tend to rally in the final ","content":"<html><head></head><body><p>‘The Santa Claus rally is canceled this year,’ says economist</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0a959345916d49ecfb90abc84cc5b97\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>U.S. stocks tend to rally in the final week of December, and carry the upswing into early January. But a holiday bounce this year likely hinges on next week’s Federal Reserve rate decision and fresh inflation data.</span></p><p>Investors, like kids on Christmas Eve, have come to expect Santa Claus will get down the chimney, march over to Wall Street and deliver the rewarding gift of a stock-market rally.</p><p>This year, however, investors might be better off betting on a lump of coal, rather than waiting for tangible stock-market gains to emerge in this holiday season, market analysts said.</p><p>“The Santa Claus rally is canceled this year as the equity market navigates higher yields and contracting earnings,” said José Torres, senior economist at Interactive Brokers. “Seasonal tailwinds that have traditionally driven Santa Claus rallies pale in comparison to the plethora of headwinds the equity market currently faces.”</p><p>U.S. stock indexes tumbled this week, with the S&P 500 and the Dow Jones Industrial Average both booking their sharpest weekly declines in nearly three months, according to Dow Jones Market Data. The drop occurred as stronger-than-expected economic data added to concerns that the Federal Reserve might need to be more aggressive in its inflation battle than earlier anticipated, even with alarms flashing about a potential economic recession.</p><p>Santa Claus tends to come to Wall Street almost every year, bringing a short rally in the last five trading days of December, and the first two days of January. Since 1969, the Santa Rally has boosted the S&P 500 by an average of 1.3%, according to data from Stock Trader’s Almanac.</p><p>“December is the seasonally strongest month of the year, particularly in a midterm election year. So, December has been positive most of the time,” said David Keller, chief market strategist at StockCharts.com. “It would actually be very unusual for stocks to sell off dramatically in December.”</p><p><b>Will Wall Street get a Santa Claus Rally?</b></p><p>A rotten year for financial assets has begun drawing to a close under a cloud of uncertainty. Given the Federal Reserve’s tough stance on bringing inflation down to its 2% target and already volatile financial markets, many analysts think investors shouldn’t focus too much on whether Santa Claus ends up being naughty or nice.</p><p>“Next week is going to be a huge week for the markets as they attempt to find some footing heading into year end,” said Cliff Hodge, chief investment officer at Cornerstone Wealth, in emailed comments Friday.</p><p>That makes the Fed’s rate decisions next week and fresh inflation data even more crucial to equity markets. Friday’s wholesale prices rose more than expected in November, dampening hopes that inflation might be cooling off. The core producer-price index, which excludes volatile food, energy and trade prices, also rose 0.3% in November, up from a 0.2% gain in the prior month, the Labor Department said.</p><p>The corresponding November consumer-price index report, due at 8:30 a.m. Eastern on Tuesday, will further show if inflation is subsiding.The CPI increased 0.4% in October and 7.7% from a year ago. The core reading increased 0.3% for the month and 6.3% on an annual basis.</p><p>“If the CPI print comes in at 5% on core, then you’d get a real selloff in bonds and in equities. If inflation is still running hotter and you have a recession, can the Fed cut rates? Maybe not. Then you start getting into the stagflation scenarios,” said Ron Temple, head of U.S. equities at Lazard Asset Management.</p><p>Traders are pricing in a 77% probability that the Fed will raise its policy interest rate by 50 basis points to a range of 4.25% to 4.50% next Wednesday, the last day of its Dec. 13-14 meeting, according to the CME FedWatch tool.That would be a slower pace than its four consecutive 0.75 point rate hikes since June.</p><p>John Porter, chief investment officer and head of equity at Newton Investment Management, expects no surprises next week in terms of how much the Fed will raise interest rates. He does, however, anticipate stock-market investors will closely watch Fed Chair Powell’s press conference for insights into the decision and “hang on every single word.”</p><p>“Investors are contorting themselves almost into a pretzel and trying to over-interpret the language,” Porter told MarketWatch via phone. “Listen to what they say, not listen to what you want them to say. They [Fed officials] are going to continue to be vigilant, and they have to watch inflation.”</p><p><b>Does the ‘Santa’ rally really exist?</b></p><p>For years, market analysts have examined potential reasons for the typical seasonal Santa Claus pattern. But with this year still awash in red, some think a rally in late December could become a self-fulfilling prophecy, simply because investors might search for any reason to be slightly merry.</p><p>“If everyone’s focused on the positive seasonals, it could become more of this narrative that drives things rather than anything more fundamental,” David Lefkowitz, head of equities Americas of UBS Global Wealth Management, told MarketWatch via phone.</p><p>“Markets tend to like the holly-jolly spending season so much, so there’s a name for the rally that tends to happen at the end of the year,” said Liz Young, head of investment strategy at SoFi. “For what it’s worth, I think ‘Santa Claus Rally’ holds as much predictive power as ‘Sell in May and Walk Away,’ which is minimal and coincidental at best.”</p><p><b>Relief rally’s big tests</b></p><p>While the three main U.S. stock indexes booked sharply weekly losses, equities have rallied off the October lows. The S&P 500 has rallied 9.9% from its October low through Friday, while the Dow Jones Industrial AverageDJIA,-0.90%gained 16.5% and the Nasdaq Composite advanced 6.6%, according to Dow Jones Market Data.</p><p>However, many top Wall Street analysts also see reasons for alarm, specifically that the stock market’s bounce off the recent lows is likely running out of room.</p><p>So, are investors ignoring warnings? Despite talk of the seeming inevitability of a year-end rally, several recent rally attempts failed, while Wall Street’s CBOE Volatility Index, or “fear gauge,” was at 22.86 at Friday’s close. A drop below 20 on the VIX can signify that investor fears about potential market ructions are easing.</p><p>U.S. stock indexes closed down on Friday with the S&P 500 losing 0.7%. The Dow dropped 0.9%, and the Nasdaq shed 0.7%. Three major indexes booked a week of sizable losses with the S&P 500 posting a weekly decline of 3.4%. The Dow declined by 2.8% and the Nasdaq Composite was down nearly 4% this week, according to Dow Jones Market Data.</p><p>Next week, not long after the CPI and the Fed decision, investors will also receive November retail sales data and industrial production index on Thursday, followed by the S&P Global’s flash PMI readings on Friday.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Stock-Market Investors Shouldn’t Count on a \"Santa Claus\" Rally This Year</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 Stock-Market Investors Shouldn’t Count on a \"Santa Claus\" Rally This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-11 09:53 GMT+8 <a href=https://www.marketwatch.com/story/why-stock-market-investors-shouldnt-count-on-a-santa-claus-rally-this-year-11670628375?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘The Santa Claus rally is canceled this year,’ says economistU.S. stocks tend to rally in the final week of December, and carry the upswing into early January. But a holiday bounce this year likely ...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-stock-market-investors-shouldnt-count-on-a-santa-claus-rally-this-year-11670628375?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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/why-stock-market-investors-shouldnt-count-on-a-santa-claus-rally-this-year-11670628375?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290213223","content_text":"‘The Santa Claus rally is canceled this year,’ says economistU.S. stocks tend to rally in the final week of December, and carry the upswing into early January. But a holiday bounce this year likely hinges on next week’s Federal Reserve rate decision and fresh inflation data.Investors, like kids on Christmas Eve, have come to expect Santa Claus will get down the chimney, march over to Wall Street and deliver the rewarding gift of a stock-market rally.This year, however, investors might be better off betting on a lump of coal, rather than waiting for tangible stock-market gains to emerge in this holiday season, market analysts said.“The Santa Claus rally is canceled this year as the equity market navigates higher yields and contracting earnings,” said José Torres, senior economist at Interactive Brokers. “Seasonal tailwinds that have traditionally driven Santa Claus rallies pale in comparison to the plethora of headwinds the equity market currently faces.”U.S. stock indexes tumbled this week, with the S&P 500 and the Dow Jones Industrial Average both booking their sharpest weekly declines in nearly three months, according to Dow Jones Market Data. The drop occurred as stronger-than-expected economic data added to concerns that the Federal Reserve might need to be more aggressive in its inflation battle than earlier anticipated, even with alarms flashing about a potential economic recession.Santa Claus tends to come to Wall Street almost every year, bringing a short rally in the last five trading days of December, and the first two days of January. Since 1969, the Santa Rally has boosted the S&P 500 by an average of 1.3%, according to data from Stock Trader’s Almanac.“December is the seasonally strongest month of the year, particularly in a midterm election year. So, December has been positive most of the time,” said David Keller, chief market strategist at StockCharts.com. “It would actually be very unusual for stocks to sell off dramatically in December.”Will Wall Street get a Santa Claus Rally?A rotten year for financial assets has begun drawing to a close under a cloud of uncertainty. Given the Federal Reserve’s tough stance on bringing inflation down to its 2% target and already volatile financial markets, many analysts think investors shouldn’t focus too much on whether Santa Claus ends up being naughty or nice.“Next week is going to be a huge week for the markets as they attempt to find some footing heading into year end,” said Cliff Hodge, chief investment officer at Cornerstone Wealth, in emailed comments Friday.That makes the Fed’s rate decisions next week and fresh inflation data even more crucial to equity markets. Friday’s wholesale prices rose more than expected in November, dampening hopes that inflation might be cooling off. The core producer-price index, which excludes volatile food, energy and trade prices, also rose 0.3% in November, up from a 0.2% gain in the prior month, the Labor Department said.The corresponding November consumer-price index report, due at 8:30 a.m. Eastern on Tuesday, will further show if inflation is subsiding.The CPI increased 0.4% in October and 7.7% from a year ago. The core reading increased 0.3% for the month and 6.3% on an annual basis.“If the CPI print comes in at 5% on core, then you’d get a real selloff in bonds and in equities. If inflation is still running hotter and you have a recession, can the Fed cut rates? Maybe not. Then you start getting into the stagflation scenarios,” said Ron Temple, head of U.S. equities at Lazard Asset Management.Traders are pricing in a 77% probability that the Fed will raise its policy interest rate by 50 basis points to a range of 4.25% to 4.50% next Wednesday, the last day of its Dec. 13-14 meeting, according to the CME FedWatch tool.That would be a slower pace than its four consecutive 0.75 point rate hikes since June.John Porter, chief investment officer and head of equity at Newton Investment Management, expects no surprises next week in terms of how much the Fed will raise interest rates. He does, however, anticipate stock-market investors will closely watch Fed Chair Powell’s press conference for insights into the decision and “hang on every single word.”“Investors are contorting themselves almost into a pretzel and trying to over-interpret the language,” Porter told MarketWatch via phone. “Listen to what they say, not listen to what you want them to say. They [Fed officials] are going to continue to be vigilant, and they have to watch inflation.”Does the ‘Santa’ rally really exist?For years, market analysts have examined potential reasons for the typical seasonal Santa Claus pattern. But with this year still awash in red, some think a rally in late December could become a self-fulfilling prophecy, simply because investors might search for any reason to be slightly merry.“If everyone’s focused on the positive seasonals, it could become more of this narrative that drives things rather than anything more fundamental,” David Lefkowitz, head of equities Americas of UBS Global Wealth Management, told MarketWatch via phone.“Markets tend to like the holly-jolly spending season so much, so there’s a name for the rally that tends to happen at the end of the year,” said Liz Young, head of investment strategy at SoFi. “For what it’s worth, I think ‘Santa Claus Rally’ holds as much predictive power as ‘Sell in May and Walk Away,’ which is minimal and coincidental at best.”Relief rally’s big testsWhile the three main U.S. stock indexes booked sharply weekly losses, equities have rallied off the October lows. The S&P 500 has rallied 9.9% from its October low through Friday, while the Dow Jones Industrial AverageDJIA,-0.90%gained 16.5% and the Nasdaq Composite advanced 6.6%, according to Dow Jones Market Data.However, many top Wall Street analysts also see reasons for alarm, specifically that the stock market’s bounce off the recent lows is likely running out of room.So, are investors ignoring warnings? Despite talk of the seeming inevitability of a year-end rally, several recent rally attempts failed, while Wall Street’s CBOE Volatility Index, or “fear gauge,” was at 22.86 at Friday’s close. A drop below 20 on the VIX can signify that investor fears about potential market ructions are easing.U.S. stock indexes closed down on Friday with the S&P 500 losing 0.7%. The Dow dropped 0.9%, and the Nasdaq shed 0.7%. Three major indexes booked a week of sizable losses with the S&P 500 posting a weekly decline of 3.4%. The Dow declined by 2.8% and the Nasdaq Composite was down nearly 4% this week, according to Dow Jones Market Data.Next week, not long after the CPI and the Fed decision, investors will also receive November retail sales data and industrial production index on Thursday, followed by the S&P Global’s flash PMI readings on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953081089,"gmtCreate":1673103937141,"gmtModify":1676538787075,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953081089","repostId":"2301620946","repostType":4,"repost":{"id":"2301620946","kind":"highlight","pubTimestamp":1673051740,"share":"https://ttm.financial/m/news/2301620946?lang=&edition=fundamental","pubTime":"2023-01-07 08:35","market":"us","language":"en","title":"Is Now the Time to Go All-In on Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301620946","media":"Motley Fool","summary":"Tesla stock has never been this inexpensive, but there are some good reasons for that.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>If you think Tesla is just a consumer EV play, then it's not a compelling buy.</li><li>But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it's a great time to buy.</li><li>Tesla could fail to meet its lofty goals over the next couple of years.</li></ul><p><b>Tesla</b> stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.</p><p>The sell-off was largely due to Tesla's disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities' Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.</p><p>Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.</p><p>With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9647ab92415cfa85ca674b8957ba91b9\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Image source: Tesla.</span></p><h2>A tale of two investment theses</h2><p><b>Daniel Foelber:</b> As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla's value proposition really is.</p><p>There are many facets to Tesla's business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.</p><p>But the bigger growth story is arguably the company's penetration into the trucking industry, as well as its proprietary autonomous driving technology.</p><p>There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla's semi-truck achieved 500 miles of range with a full load. By comparison, <b>Volvo</b>'s electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla's progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that's a big "if." And in the meantime, it's going to cost a lot of money to scale semi-truck production.</p><p>In addition to the semi-truck and autonomous driving markets, there's the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.</p><p>Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/febd5852afe0bfb3481820aec769acae\" tg-width=\"720\" tg-height=\"496\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio (Forward) data by YCharts</span></p><p>The company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.</p><p>But if you're the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.</p><h2>Accumulation is a safer approach</h2><p><b>Howard Smith:</b> Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn't mean it's necessarily a good idea to jump in with an outsized position, however.</p><p>That's especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.</p><p>Looking at the bigger picture, however, the company's growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.</p><p>That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That's a good reason not to jump in all at once.</p><h2>Tesla is a battleground stock for a reason</h2><p>As swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then <i>another</i> 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.</p><p>Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla's growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.</p><p>In sum, now isn't the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it's at a reasonable valuation.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now the Time to Go All-In on Tesla Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nIs Now the Time to Go All-In on Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-07 08:35 GMT+8 <a href=https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4527":"明星科技股","BK4555":"新能源车","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4574":"无人驾驶","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4551":"寇图资本持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4581":"高盛持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4511":"特斯拉概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4099":"汽车制造商","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2063271972.USD":"富兰克林创新领域基金","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4534":"瑞士信贷持仓","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD"},"source_url":"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301620946","content_text":"KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it's a great time to buy.Tesla could fail to meet its lofty goals over the next couple of years.Tesla stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.The sell-off was largely due to Tesla's disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities' Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?Image source: Tesla.A tale of two investment thesesDaniel Foelber: As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla's value proposition really is.There are many facets to Tesla's business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.But the bigger growth story is arguably the company's penetration into the trucking industry, as well as its proprietary autonomous driving technology.There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla's semi-truck achieved 500 miles of range with a full load. By comparison, Volvo's electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla's progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that's a big \"if.\" And in the meantime, it's going to cost a lot of money to scale semi-truck production.In addition to the semi-truck and autonomous driving markets, there's the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.TSLA PE Ratio (Forward) data by YChartsThe company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.But if you're the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.Accumulation is a safer approachHoward Smith: Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn't mean it's necessarily a good idea to jump in with an outsized position, however.That's especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.Looking at the bigger picture, however, the company's growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That's a good reason not to jump in all at once.Tesla is a battleground stock for a reasonAs swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then another 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla's growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.In sum, now isn't the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it's at a reasonable valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969651031,"gmtCreate":1668436607623,"gmtModify":1676538056384,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9969651031","repostId":"1110302539","repostType":4,"repost":{"id":"1110302539","kind":"news","pubTimestamp":1668426073,"share":"https://ttm.financial/m/news/1110302539?lang=&edition=fundamental","pubTime":"2022-11-14 19:41","market":"us","language":"en","title":"Jeff Bezos Says He Will Give Most of His Money to Charity","url":"https://stock-news.laohu8.com/highlight/detail?id=1110302539","media":"CNN","summary":"Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his l","content":"<html><head></head><body><p>Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his lifetime, telling CNN in an exclusive interview he will devote the bulk of his wealth to fighting climate change and supporting people who can unify humanity in the face of deep social and political divisions.</p><p>Though Bezos’ vow was light on specifics, this marks the first time he has announced that he plans to give away most of his money. Critics have chided Bezos for not signing theGiving Pledge, a promise by hundreds of the world’s richest people to donate the majority of their wealth to charitable causes.</p><p>In a sit-down interview with CNN’s Chloe Melas on Saturday at his Washington, DC, home, Bezos, speaking alongside his partner, the journalist-turned-philanthropist Lauren Sánchez, said the couple is “building the capacity to be able to give away this money.”</p><p>Asked directly by CNN whether he intends to donate the majority of his wealth within his lifetime, Bezos said: “Yeah, I do.”</p><p>Bezos said he and Sánchez agreed to their first interview together since they began dating in 2019 to help shine a spotlight on the Bezos Courage and Civility Award, granted this year to musician Dolly Parton.</p><p>The 20-minute exchange with Bezos and Sánchez covered a broad range of topics, from Bezos’s views on political dialogue and apossible economic recessionto Sánchez’s plan tovisit outer spacewith an all-female crew and her reflections on a flourishing business partnership with Bezos.</p><h2>Dolly Parton</h2><p>That working relationship was on display Saturday as Bezos and Sánchez announced a$100 million grant to Partonas part of her Courage and Civility Award. It is the third such award, following similar grants to chef Jose Andrés, who has spent some of the money-making meals for Ukrainians — and the climate advocate and CNN contributor Van Jones.</p><p>“When you think of Dolly,” said Sánchez in the interview, “Look, everyone smiles, right? She is just beaming with light. And all she wants to do is bring light into other people’s worlds. And so we couldn’t have thought of someone better than to give this award to Dolly, and we know she’s going to do amazing things with it.”</p><p>The throughline connecting the Courage and Civility Award grantees, Bezos said, was their capacity to bring many people together to solve large challenges.</p><p>“I just feel honored to be able to be a part of what they’re doing for this world,” Bezos told CNN.</p><p>Unity, Bezos said, is a trait that will be necessary to confront climate change and one that he repeatedly invoked as he blasted politicians and social media for amplifying division.</p><h2>How to give it away</h2><p>But the couple’s biggest challenge may be figuring out how to distribute Bezos’ vast fortune. Bezos declined to identify a specific percentage or to provide concrete details on where it would likely be spent.</p><p>Despite being the fourth-wealthiest person in the world, according to theBloomberg Billionaires Index, Bezos has refrained from setting a target amount to give away in his lifetime.</p><p>Bezos has committed $10 billion over 10 years, or about 8% of his current net worth, to the Bezos Earth Fund, which Sánchez co-chairs. Among its priorities are reducing the carbon footprint of construction-grade cement and steel; pushing financial regulators to consider climate-related risks; advancing data and mapping technologies to monitor carbon emissions; and building natural, plant-based carbon sinks on a large scale.</p><p>Though Bezos is now Amazon’s(AMZN) executive chair and not its CEO — he stepped down from that role in 2021 — he is still involved in the greening of the company. Amazon is one of more than 300 companies that have pledged to reduce their carbon footprint by 2040 according to the principles of the Paris Climate Agreement, Bezos said, though Amazon’s(AMZN)footprint grew by 18% in 2021, reflecting a pandemic-driven e-commerce boom. Amazon’s(AMZN)reckoning with its own effect on the climate mirrors its outsized impact on everything from debates about unionization to antitrust policy, where the company has attracted an enormous level of scrutiny from regulators, lawmakers, and civil society groups.</p><p>Bezos compared his philanthropic strategy to his years-long effort constructing a titanic engine of e-commerce and cloud computing that has made him one of the most powerful people in the world.</p><p>“The hard part is figuring out how to do it in a levered way,” he said, implying that even as he gives away his billions, he is still looking to maximize his return. “It’s not easy. Building Amazon was not easy. It took a lot of hard work, a bunch of very smart teammates, hard-working teammates, and I’m finding — and I think Lauren is finding the same thing — that charity, philanthropy, is very similar.”</p><p>“There are a bunch of ways that I think you could do ineffective things, too,” he added. “So you have to think about it carefully and you have to have brilliant people on the team.”</p><p>Bezos’ methodical approach to giving stands in sharp contrast to that of his ex-wife, the philanthropist MacKenzie Scott, who recentlygave away nearly $4 billion to 465 organizationsin the span of less than a year.</p><h2>The economic downturn</h2><p>While Bezos and Sánchez plot out their plans for Bezos’ immense wealth, many people of more modest means are bracing for what economists fear may be an extended economic downturn.</p><p>Last month, Bezostweeteda warning to his followers on Twitter, recommending that they “batten down the hatches.”</p><p>The advice was meant for business owners and consumers alike, Bezos said in the interview, suggesting that individuals should consider putting off buying big ticket items they’ve been eyeing — or that companies should slow their acquisitions and capital expenditures.</p><p>“Take some risk off the table,” Bezos said. “Keep some dry powder on hand…. Just a little bit of risk reduction could make the difference for that small business, if we do get into even more serious economic problems. You’ve got to play the probabilities a little bit.”</p><p>Many may be feeling the pinch now, he added, but argued that as an optimist he believes the American Dream “is and will be even more attainable in the future” — projecting that within Bezos’ lifetime, space travel could become broadly accessible to the public.</p><h2>Bezos and Sánchez’s partnership</h2><p>Sánchez said the couple make “really great teammates,” though she laughed, “We can be kind of boring,” Sánchez said. Bezos smiled and replied, “Never boring.”</p><p>Sánchez, the founder of Black Ops Aviation, the first female-owned and operated aerial film and production company is a trained helicopter pilot. She said in the interview that they’ve both taken turns in the driver’s seat.</p><p>Bezos has creditedhis own journey to spacefor helping to inspire his push to fight climate change. Now, it is Sánchez’s turn.</p><p>Sánchez told CNN she anticipates venturing into orbit herself sometime in 2023. And while she did not directly address who will be joining her — quickly ruling out Bezos as a crewmate — she said simply: “It’ll be a great group of females.”</p><h2>Washington’s NFL team</h2><p>Bezos may be adding NFL owner to his resume. CNN recently reported that Bezos and Jay-Z are in talks on a potentialjoint bid on the Washington Commanders.</p><p>It is not clear if the two have yet spoken with Dan Snyder and his wife, Tanya, the current owners of the NFL team, about the possibility.</p><p>But during the interview on Saturday, Melas asked Bezos if the speculation was true.</p><p>“Yes, I’ve heard that buzz,” Bezos said with a smile.</p><p>Sánchez chimed in with a laugh, “I do like football. I’m just going to throw that out there for everyone.”</p><p>Bezos added, “I grew up in Houston, Texas, and I played football growing up as a kid … and it is my favorite sport … so we’ll just have to wait and see.”</p></body></html>","source":"cnn_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>Jeff Bezos Says He Will Give Most of His Money to Charity</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\">\nJeff Bezos Says He Will Give Most of His Money to Charity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-14 19:41 GMT+8 <a href=https://edition.cnn.com/2022/11/14/business/jeff-bezos-charity/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his lifetime, telling CNN in an exclusive interview he will devote the bulk of his wealth to fighting ...</p>\n\n<a href=\"https://edition.cnn.com/2022/11/14/business/jeff-bezos-charity/index.html\">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://edition.cnn.com/2022/11/14/business/jeff-bezos-charity/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110302539","content_text":"Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his lifetime, telling CNN in an exclusive interview he will devote the bulk of his wealth to fighting climate change and supporting people who can unify humanity in the face of deep social and political divisions.Though Bezos’ vow was light on specifics, this marks the first time he has announced that he plans to give away most of his money. Critics have chided Bezos for not signing theGiving Pledge, a promise by hundreds of the world’s richest people to donate the majority of their wealth to charitable causes.In a sit-down interview with CNN’s Chloe Melas on Saturday at his Washington, DC, home, Bezos, speaking alongside his partner, the journalist-turned-philanthropist Lauren Sánchez, said the couple is “building the capacity to be able to give away this money.”Asked directly by CNN whether he intends to donate the majority of his wealth within his lifetime, Bezos said: “Yeah, I do.”Bezos said he and Sánchez agreed to their first interview together since they began dating in 2019 to help shine a spotlight on the Bezos Courage and Civility Award, granted this year to musician Dolly Parton.The 20-minute exchange with Bezos and Sánchez covered a broad range of topics, from Bezos’s views on political dialogue and apossible economic recessionto Sánchez’s plan tovisit outer spacewith an all-female crew and her reflections on a flourishing business partnership with Bezos.Dolly PartonThat working relationship was on display Saturday as Bezos and Sánchez announced a$100 million grant to Partonas part of her Courage and Civility Award. It is the third such award, following similar grants to chef Jose Andrés, who has spent some of the money-making meals for Ukrainians — and the climate advocate and CNN contributor Van Jones.“When you think of Dolly,” said Sánchez in the interview, “Look, everyone smiles, right? She is just beaming with light. And all she wants to do is bring light into other people’s worlds. And so we couldn’t have thought of someone better than to give this award to Dolly, and we know she’s going to do amazing things with it.”The throughline connecting the Courage and Civility Award grantees, Bezos said, was their capacity to bring many people together to solve large challenges.“I just feel honored to be able to be a part of what they’re doing for this world,” Bezos told CNN.Unity, Bezos said, is a trait that will be necessary to confront climate change and one that he repeatedly invoked as he blasted politicians and social media for amplifying division.How to give it awayBut the couple’s biggest challenge may be figuring out how to distribute Bezos’ vast fortune. Bezos declined to identify a specific percentage or to provide concrete details on where it would likely be spent.Despite being the fourth-wealthiest person in the world, according to theBloomberg Billionaires Index, Bezos has refrained from setting a target amount to give away in his lifetime.Bezos has committed $10 billion over 10 years, or about 8% of his current net worth, to the Bezos Earth Fund, which Sánchez co-chairs. Among its priorities are reducing the carbon footprint of construction-grade cement and steel; pushing financial regulators to consider climate-related risks; advancing data and mapping technologies to monitor carbon emissions; and building natural, plant-based carbon sinks on a large scale.Though Bezos is now Amazon’s(AMZN) executive chair and not its CEO — he stepped down from that role in 2021 — he is still involved in the greening of the company. Amazon is one of more than 300 companies that have pledged to reduce their carbon footprint by 2040 according to the principles of the Paris Climate Agreement, Bezos said, though Amazon’s(AMZN)footprint grew by 18% in 2021, reflecting a pandemic-driven e-commerce boom. Amazon’s(AMZN)reckoning with its own effect on the climate mirrors its outsized impact on everything from debates about unionization to antitrust policy, where the company has attracted an enormous level of scrutiny from regulators, lawmakers, and civil society groups.Bezos compared his philanthropic strategy to his years-long effort constructing a titanic engine of e-commerce and cloud computing that has made him one of the most powerful people in the world.“The hard part is figuring out how to do it in a levered way,” he said, implying that even as he gives away his billions, he is still looking to maximize his return. “It’s not easy. Building Amazon was not easy. It took a lot of hard work, a bunch of very smart teammates, hard-working teammates, and I’m finding — and I think Lauren is finding the same thing — that charity, philanthropy, is very similar.”“There are a bunch of ways that I think you could do ineffective things, too,” he added. “So you have to think about it carefully and you have to have brilliant people on the team.”Bezos’ methodical approach to giving stands in sharp contrast to that of his ex-wife, the philanthropist MacKenzie Scott, who recentlygave away nearly $4 billion to 465 organizationsin the span of less than a year.The economic downturnWhile Bezos and Sánchez plot out their plans for Bezos’ immense wealth, many people of more modest means are bracing for what economists fear may be an extended economic downturn.Last month, Bezostweeteda warning to his followers on Twitter, recommending that they “batten down the hatches.”The advice was meant for business owners and consumers alike, Bezos said in the interview, suggesting that individuals should consider putting off buying big ticket items they’ve been eyeing — or that companies should slow their acquisitions and capital expenditures.“Take some risk off the table,” Bezos said. “Keep some dry powder on hand…. Just a little bit of risk reduction could make the difference for that small business, if we do get into even more serious economic problems. You’ve got to play the probabilities a little bit.”Many may be feeling the pinch now, he added, but argued that as an optimist he believes the American Dream “is and will be even more attainable in the future” — projecting that within Bezos’ lifetime, space travel could become broadly accessible to the public.Bezos and Sánchez’s partnershipSánchez said the couple make “really great teammates,” though she laughed, “We can be kind of boring,” Sánchez said. Bezos smiled and replied, “Never boring.”Sánchez, the founder of Black Ops Aviation, the first female-owned and operated aerial film and production company is a trained helicopter pilot. She said in the interview that they’ve both taken turns in the driver’s seat.Bezos has creditedhis own journey to spacefor helping to inspire his push to fight climate change. Now, it is Sánchez’s turn.Sánchez told CNN she anticipates venturing into orbit herself sometime in 2023. And while she did not directly address who will be joining her — quickly ruling out Bezos as a crewmate — she said simply: “It’ll be a great group of females.”Washington’s NFL teamBezos may be adding NFL owner to his resume. CNN recently reported that Bezos and Jay-Z are in talks on a potentialjoint bid on the Washington Commanders.It is not clear if the two have yet spoken with Dan Snyder and his wife, Tanya, the current owners of the NFL team, about the possibility.But during the interview on Saturday, Melas asked Bezos if the speculation was true.“Yes, I’ve heard that buzz,” Bezos said with a smile.Sánchez chimed in with a laugh, “I do like football. I’m just going to throw that out there for everyone.”Bezos added, “I grew up in Houston, Texas, and I played football growing up as a kid … and it is my favorite sport … so we’ll just have to wait and see.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031291077,"gmtCreate":1646571630915,"gmtModify":1676534140288,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031291077","repostId":"2217746440","repostType":4,"repost":{"id":"2217746440","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":1646435363,"share":"https://ttm.financial/m/news/2217746440?lang=&edition=fundamental","pubTime":"2022-03-05 07:09","market":"us","language":"en","title":"US STOCKS-Wall Street Ends down as Ukraine Fears Eclipse Solid Jobs Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2217746440","media":"Reuters","summary":"Wall Street ended lower on Friday as the war in Ukraine overshadowed an acceleration in U.S. jobs growth last month that pointed to strength in the economy.Most of the 11 major S&P sector indexes decl","content":"<html><head></head><body><p>Wall Street ended lower on Friday as the war in Ukraine overshadowed an acceleration in U.S. jobs growth last month that pointed to strength in the economy.</p><p>Most of the 11 major S&P sector indexes declined, with financials leading the way with a 2% drop as investors worried about how the West's sanctions against Moscow may affect the international financial system.</p><p>The S&P 500 banks index fell 3.35%, bringing its loss for the week to nearly 9%, its worst weekly decline since June 2020.</p><p>Equities globally were weaker, with safe-haven assets in demand after Russian forces seized Europe's biggest nuclear power plant in what Washington called a reckless assault that risked catastrophe.</p><p>The Labor Department's closely watched employment report showed jobs grew by a more than expected 678,000 last month and that the unemployment rate fell to 3.8%, the lowest since February 2020.</p><p>"Three or four weeks ago, we would have thought that this is an incredibly important number. But given the backdrop and the overall events that are happening in Europe, it's just not," said Zachary Hill, head of portfolio management at Horizon Investments in Charlotte.</p><p>"The potential for escalation in the hot war, the potential for a growth impact in Europe and more broadly, and knock-on effects on the commodity channel and inflation are taking up all of investors' time and energy," Hill said.</p><p>Amazon.com Inc , Apple Inc, Google owner-Alphabet Inc and Microsoft Corp all lost more than 1%.</p><p>The crisis in Ukraine boosted energy stocks as crude prices and other commodities rallied on the back of sanctions against Russia, a major oil producer. The S&P 500 energy sector jumped 2.85% and gained about 9% for the week.</p><p>Richly valued growth stocks have faced the brunt of the recent selloff, with the S&P 500 growth index down 1.3% on Friday. The value index declined 0.3%.</p><p>The Dow Jones Industrial Average fell 0.53% to end at 33,614.8 points, while the S&P 500 lost 0.79% to 4,328.87.</p><p>The Nasdaq Composite dropped 1.66% to 13,313.44.</p><p>For the week, the S&P 500 and Dow both fell 1.3%, while the Nasdaq gave up 2.8%.</p><p>Federal Reserve Chair Jerome Powell said this week he would support a 25-basis-point interest rate increase at the central bank's March 15-16 policy meeting and would be "prepared to move more aggressively" later if inflation does not abate as fast as expected.</p><p>Soaring commodity prices have raised fears of even greater inflation, which could prompt the Fed to hike interest rates more aggressively.</p><p>Shares of WW International, formerly Weight Watchers, dropped over 8% after the Federal Trade Commission said the company "illegally" collected personal information from children without parental permission.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.</p><p>The S&P 500 posted 38 new 52-week highs and 27 new lows; the Nasdaq Composite recorded 44 new highs and 406 new lows.</p><p>Volume on U.S. exchanges was 13.9 billion shares, compared to a 20-day average of 12.6 billion, according to Refinitiv data.</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>US STOCKS-Wall Street Ends down as Ukraine Fears Eclipse Solid Jobs Data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends down as Ukraine Fears Eclipse Solid Jobs Data\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\">2022-03-05 07:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street ended lower on Friday as the war in Ukraine overshadowed an acceleration in U.S. jobs growth last month that pointed to strength in the economy.</p><p>Most of the 11 major S&P sector indexes declined, with financials leading the way with a 2% drop as investors worried about how the West's sanctions against Moscow may affect the international financial system.</p><p>The S&P 500 banks index fell 3.35%, bringing its loss for the week to nearly 9%, its worst weekly decline since June 2020.</p><p>Equities globally were weaker, with safe-haven assets in demand after Russian forces seized Europe's biggest nuclear power plant in what Washington called a reckless assault that risked catastrophe.</p><p>The Labor Department's closely watched employment report showed jobs grew by a more than expected 678,000 last month and that the unemployment rate fell to 3.8%, the lowest since February 2020.</p><p>"Three or four weeks ago, we would have thought that this is an incredibly important number. But given the backdrop and the overall events that are happening in Europe, it's just not," said Zachary Hill, head of portfolio management at Horizon Investments in Charlotte.</p><p>"The potential for escalation in the hot war, the potential for a growth impact in Europe and more broadly, and knock-on effects on the commodity channel and inflation are taking up all of investors' time and energy," Hill said.</p><p>Amazon.com Inc , Apple Inc, Google owner-Alphabet Inc and Microsoft Corp all lost more than 1%.</p><p>The crisis in Ukraine boosted energy stocks as crude prices and other commodities rallied on the back of sanctions against Russia, a major oil producer. The S&P 500 energy sector jumped 2.85% and gained about 9% for the week.</p><p>Richly valued growth stocks have faced the brunt of the recent selloff, with the S&P 500 growth index down 1.3% on Friday. The value index declined 0.3%.</p><p>The Dow Jones Industrial Average fell 0.53% to end at 33,614.8 points, while the S&P 500 lost 0.79% to 4,328.87.</p><p>The Nasdaq Composite dropped 1.66% to 13,313.44.</p><p>For the week, the S&P 500 and Dow both fell 1.3%, while the Nasdaq gave up 2.8%.</p><p>Federal Reserve Chair Jerome Powell said this week he would support a 25-basis-point interest rate increase at the central bank's March 15-16 policy meeting and would be "prepared to move more aggressively" later if inflation does not abate as fast as expected.</p><p>Soaring commodity prices have raised fears of even greater inflation, which could prompt the Fed to hike interest rates more aggressively.</p><p>Shares of WW International, formerly Weight Watchers, dropped over 8% after the Federal Trade Commission said the company "illegally" collected personal information from children without parental permission.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.</p><p>The S&P 500 posted 38 new 52-week highs and 27 new lows; the Nasdaq Composite recorded 44 new highs and 406 new lows.</p><p>Volume on U.S. exchanges was 13.9 billion shares, compared to a 20-day average of 12.6 billion, according to Refinitiv data.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4573":"虚拟现实","BK4561":"索罗斯持仓","IVV":"标普500指数ETF","SH":"标普500反向ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","DOG":"道指反向ETF","GOOGL":"谷歌A","QLD":"纳指两倍做多ETF","UPRO":"三倍做多标普500ETF","BK4514":"搜索引擎",".IXIC":"NASDAQ Composite","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","BK4554":"元宇宙及AR概念","SPXU":"三倍做空标普500ETF","BK4532":"文艺复兴科技持仓","SQQQ":"纳指三倍做空ETF","SANA":"Sana Biotechnology, Inc.","BK4553":"喜马拉雅资本持仓","SDOW":"道指三倍做空ETF-ProShares","BK4534":"瑞士信贷持仓","LABP":"Landos Biopharma, Inc.","BK4139":"生物科技","BK4576":"AR","SPY":"标普500ETF","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","BK4007":"制药","BK4566":"资本集团","DJX":"1/100道琼斯","BK4525":"远程办公概念","BK4196":"保健护理服务","CGEM":"Cullinan Therapeutics","DXD":"道指两倍做空ETF","BK4082":"医疗保健设备","DDM":"道指两倍做多ETF","BK4559":"巴菲特持仓","BK4538":"云计算","QID":"纳指两倍做空ETF","BK4527":"明星科技股","BK4579":"人工智能","BK4077":"互动媒体与服务","BK4503":"景林资产持仓","BK4574":"无人驾驶","TQQQ":"纳指三倍做多ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217746440","content_text":"Wall Street ended lower on Friday as the war in Ukraine overshadowed an acceleration in U.S. jobs growth last month that pointed to strength in the economy.Most of the 11 major S&P sector indexes declined, with financials leading the way with a 2% drop as investors worried about how the West's sanctions against Moscow may affect the international financial system.The S&P 500 banks index fell 3.35%, bringing its loss for the week to nearly 9%, its worst weekly decline since June 2020.Equities globally were weaker, with safe-haven assets in demand after Russian forces seized Europe's biggest nuclear power plant in what Washington called a reckless assault that risked catastrophe.The Labor Department's closely watched employment report showed jobs grew by a more than expected 678,000 last month and that the unemployment rate fell to 3.8%, the lowest since February 2020.\"Three or four weeks ago, we would have thought that this is an incredibly important number. But given the backdrop and the overall events that are happening in Europe, it's just not,\" said Zachary Hill, head of portfolio management at Horizon Investments in Charlotte.\"The potential for escalation in the hot war, the potential for a growth impact in Europe and more broadly, and knock-on effects on the commodity channel and inflation are taking up all of investors' time and energy,\" Hill said.Amazon.com Inc , Apple Inc, Google owner-Alphabet Inc and Microsoft Corp all lost more than 1%.The crisis in Ukraine boosted energy stocks as crude prices and other commodities rallied on the back of sanctions against Russia, a major oil producer. The S&P 500 energy sector jumped 2.85% and gained about 9% for the week.Richly valued growth stocks have faced the brunt of the recent selloff, with the S&P 500 growth index down 1.3% on Friday. The value index declined 0.3%.The Dow Jones Industrial Average fell 0.53% to end at 33,614.8 points, while the S&P 500 lost 0.79% to 4,328.87.The Nasdaq Composite dropped 1.66% to 13,313.44.For the week, the S&P 500 and Dow both fell 1.3%, while the Nasdaq gave up 2.8%.Federal Reserve Chair Jerome Powell said this week he would support a 25-basis-point interest rate increase at the central bank's March 15-16 policy meeting and would be \"prepared to move more aggressively\" later if inflation does not abate as fast as expected.Soaring commodity prices have raised fears of even greater inflation, which could prompt the Fed to hike interest rates more aggressively.Shares of WW International, formerly Weight Watchers, dropped over 8% after the Federal Trade Commission said the company \"illegally\" collected personal information from children without parental permission.Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.The S&P 500 posted 38 new 52-week highs and 27 new lows; the Nasdaq Composite recorded 44 new highs and 406 new lows.Volume on U.S. exchanges was 13.9 billion shares, compared to a 20-day average of 12.6 billion, according to Refinitiv data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806250264,"gmtCreate":1627659536058,"gmtModify":1703494374425,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Like comment","listText":"Like comment","text":"Like comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/806250264","repostId":"1109908934","repostType":4,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152581450,"gmtCreate":1625312690870,"gmtModify":1703740319966,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/152581450","repostId":"1188153141","repostType":4,"repost":{"id":"1188153141","kind":"news","pubTimestamp":1625276221,"share":"https://ttm.financial/m/news/1188153141?lang=&edition=fundamental","pubTime":"2021-07-03 09:37","market":"us","language":"en","title":"Suze Orman worries about a market crash — here's what you should do","url":"https://stock-news.laohu8.com/highlight/detail?id=1188153141","media":"MoneyWise","summary":"As stock markets continue setting records, fallout from COVID-19 continues to create problems for th","content":"<p>As stock markets continue setting records, fallout from COVID-19 continues to create problems for the economy.</p>\n<p>That clash has worried investing experts, including Suze Orman, who's gone so far as to say she’s now preparing for an inevitable market crash.</p>\n<p>And a famous measurement popularized by Warren Buffett — known as the Buffett Indicator — shows Orman might be onto something.</p>\n<p>Here’s an explanation of where the concern is coming from and some techniques you can use tokeep your investment portfolio growingeven if the market goes south.</p>\n<p><b>What does Suze Orman think?</b></p>\n<p><img src=\"https://static.tigerbbs.com/be8dc3ad363faad96bc575a22235562d\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Mediapunch/Shutterstock</p>\n<p>Suze Orman has avidly watched the market for decades. She knows ups and downs are to be expected, but what she’s seeing happen with investment fads like GameStop has her concerned.</p>\n<p>“I don’t like what I see happening in the market right now,” Orman said in a video for CNBC. “The economy has been horrible, but the stock market has been going.”</p>\n<p>While investing is as easy now asusing a smartphone app, Orman is concerned about where we can go from these record highs.</p>\n<p>And even with stimulus checks, which are still going out, and the real estate market breaking its own records last year, Orman worries about what will come with the coronavirus — especially as new variants continue to pop up.</p>\n<p>What's more, she feels it’s just been too long since the last crash to stay this high much longer.</p>\n<p>“This reminds me of 2000 all over again,” Orman says.</p>\n<p><b>The Buffett Indicator</b></p>\n<p><img src=\"https://static.tigerbbs.com/44ada32ecadcc4581fed208f4f4e4d53\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Larry W Smith/EPA/Shutterstock</p>\n<p>One metric Warren Buffett uses to assess the market so regularly that it’s been named after him has been flashing red for long enough that market watchers are starting to wonder if it’s an outdated tool.</p>\n<p>But the Buffett Indicator, a measurement of the ratio of the stock market’s total value against U.S. economic output, continues to climb to previously unseen levels.</p>\n<p>And those in the know are wondering if it's a sign that we’re about to see a hard fall.</p>\n<p>How to prepare for a crash<img src=\"https://static.tigerbbs.com/1ad912a6b4611d9e39b46d2851c78c9e\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Freedomz / Shutterstock</p>\n<p>Orman has three recommendations for setting up a simple investment strategy to help you successfully navigate any sharp turns in the market.</p>\n<p><b>1. Buy low</b></p>\n<p>Part of what upsets Orman so much about the furor over meme stocks like GameStop is it goes completely against the average investor’s interests.</p>\n<p>“All of you have your heads screwed on backwards,” she says. “All you want is for these markets to go up and up and up. What good is that going to do you?”</p>\n<p>She points out the only extra money most people have goes towardinvesting for retirementin their 401(k) or IRA plans.</p>\n<p>Because you probably don’t plan to touch that money for decades, the best long-term strategy is to buy low. That way, your dollar will go much further now, leaving plenty of room for growth over the next 20, 30 or 40 years.</p>\n<p><b>2. Invest on a schedule</b></p>\n<p><img src=\"https://static.tigerbbs.com/e4102f8a6d5002090743b1cbded32ef9\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">katjen / Shutterstock</p>\n<p>While she prefers to buy low, Orman doesn’t recommend you stop investing completely when the market goes up.</p>\n<p>She wants casual investors to not get caught up in the daily ups and downs of the market.</p>\n<p>In fact, cheering for downturns now may be your best bet at getting a larger piece of very profitable investments — like some lucky investors were able to do back in 2007 and 2008.</p>\n<p>“When the market went down, down, down you could buy things at nothing,” says Orman. “And now look at them 15 years later.”</p>\n<p>She suggests you set up a dollar-cost averaging strategy, which means you invest your money in equal portions at regular intervals, regardless of the market’s fluctuations.</p>\n<p>This kind of approach is easy to implement with any of the many investing apps currently available to DIY investors.</p>\n<p>There are even apps that willautomatically invest your spare changeby rounding up your debit and credit card purchases to the nearest dollar.</p>\n<p><b>3. Diversify with fractional shares</b></p>\n<p>To help weather dips in specific corners of the market, Orman suggests you diversify your investments — balance your portfolio with investments in many different types of assets and sectors of the economy.</p>\n<p>Orman particularly recommends fractional-share investing. This approach allows you to buy a slice of a share for a big-name company that you otherwise wouldn’t be able to afford.</p>\n<p>With the help of apopular stock-trading tool, anyone at any budget can afford the fractional share strategy.</p>\n<p>“The sooner you begin, the more money you will have,” says Orman. “Just don’t stop, and when these markets go down, you should be so happy because your dollars find more shares.”</p>\n<p>“And the more shares you have, the more money you’ll have 20, 40, 50 years from now.”</p>\n<p><b>What else you can do</b></p>\n<p><img src=\"https://static.tigerbbs.com/5e79c6fd1f8fa6e3a7c3a6c94f1e14b5\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">goodluz / Shutterstock</p>\n<p>Whether or not a big crash is around the corner, investors who are still decades out from retirement can make that work for them, Orman said in theCNBC video.</p>\n<p>First, prepare for the worst and hope for the best. Since the onset of the pandemic, Orman now recommends everyone have an emergency fund that can cover their expenses for a full year.</p>\n<p>Then, to set yourself up fora comfortable retirement, she suggests you opt for a Roth account, whether that’s a 401(k) or IRA.</p>\n<p>That will help you avoid paying tax when you take money out of your retirement account because your contributions to a Roth account are made after tax. Traditional IRAs, on the other hand, aren’t taxed when you make contributions, so you’ll end up paying later.</p>\n<p>If you find you need a little more guidance, working with aprofessional financial adviser, can help point you in the right direction so you can confidently ride out any market volatility.</p>\n<p>While everyone else is veering off course or overcorrecting, you’ll be firmly in the driver’s seat with your sunset years planned for.</p>","source":"lsy1621813427262","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>Suze Orman worries about a market crash — here's what you should do</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\">\nSuze Orman worries about a market crash — here's what you should do\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 09:37 GMT+8 <a href=https://finance.yahoo.com/news/suze-orman-worries-market-crash-220000108.html><strong>MoneyWise</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As stock markets continue setting records, fallout from COVID-19 continues to create problems for the economy.\nThat clash has worried investing experts, including Suze Orman, who's gone so far as to ...</p>\n\n<a href=\"https://finance.yahoo.com/news/suze-orman-worries-market-crash-220000108.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/suze-orman-worries-market-crash-220000108.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188153141","content_text":"As stock markets continue setting records, fallout from COVID-19 continues to create problems for the economy.\nThat clash has worried investing experts, including Suze Orman, who's gone so far as to say she’s now preparing for an inevitable market crash.\nAnd a famous measurement popularized by Warren Buffett — known as the Buffett Indicator — shows Orman might be onto something.\nHere’s an explanation of where the concern is coming from and some techniques you can use tokeep your investment portfolio growingeven if the market goes south.\nWhat does Suze Orman think?\nMediapunch/Shutterstock\nSuze Orman has avidly watched the market for decades. She knows ups and downs are to be expected, but what she’s seeing happen with investment fads like GameStop has her concerned.\n“I don’t like what I see happening in the market right now,” Orman said in a video for CNBC. “The economy has been horrible, but the stock market has been going.”\nWhile investing is as easy now asusing a smartphone app, Orman is concerned about where we can go from these record highs.\nAnd even with stimulus checks, which are still going out, and the real estate market breaking its own records last year, Orman worries about what will come with the coronavirus — especially as new variants continue to pop up.\nWhat's more, she feels it’s just been too long since the last crash to stay this high much longer.\n“This reminds me of 2000 all over again,” Orman says.\nThe Buffett Indicator\nLarry W Smith/EPA/Shutterstock\nOne metric Warren Buffett uses to assess the market so regularly that it’s been named after him has been flashing red for long enough that market watchers are starting to wonder if it’s an outdated tool.\nBut the Buffett Indicator, a measurement of the ratio of the stock market’s total value against U.S. economic output, continues to climb to previously unseen levels.\nAnd those in the know are wondering if it's a sign that we’re about to see a hard fall.\nHow to prepare for a crashFreedomz / Shutterstock\nOrman has three recommendations for setting up a simple investment strategy to help you successfully navigate any sharp turns in the market.\n1. Buy low\nPart of what upsets Orman so much about the furor over meme stocks like GameStop is it goes completely against the average investor’s interests.\n“All of you have your heads screwed on backwards,” she says. “All you want is for these markets to go up and up and up. What good is that going to do you?”\nShe points out the only extra money most people have goes towardinvesting for retirementin their 401(k) or IRA plans.\nBecause you probably don’t plan to touch that money for decades, the best long-term strategy is to buy low. That way, your dollar will go much further now, leaving plenty of room for growth over the next 20, 30 or 40 years.\n2. Invest on a schedule\nkatjen / Shutterstock\nWhile she prefers to buy low, Orman doesn’t recommend you stop investing completely when the market goes up.\nShe wants casual investors to not get caught up in the daily ups and downs of the market.\nIn fact, cheering for downturns now may be your best bet at getting a larger piece of very profitable investments — like some lucky investors were able to do back in 2007 and 2008.\n“When the market went down, down, down you could buy things at nothing,” says Orman. “And now look at them 15 years later.”\nShe suggests you set up a dollar-cost averaging strategy, which means you invest your money in equal portions at regular intervals, regardless of the market’s fluctuations.\nThis kind of approach is easy to implement with any of the many investing apps currently available to DIY investors.\nThere are even apps that willautomatically invest your spare changeby rounding up your debit and credit card purchases to the nearest dollar.\n3. Diversify with fractional shares\nTo help weather dips in specific corners of the market, Orman suggests you diversify your investments — balance your portfolio with investments in many different types of assets and sectors of the economy.\nOrman particularly recommends fractional-share investing. This approach allows you to buy a slice of a share for a big-name company that you otherwise wouldn’t be able to afford.\nWith the help of apopular stock-trading tool, anyone at any budget can afford the fractional share strategy.\n“The sooner you begin, the more money you will have,” says Orman. “Just don’t stop, and when these markets go down, you should be so happy because your dollars find more shares.”\n“And the more shares you have, the more money you’ll have 20, 40, 50 years from now.”\nWhat else you can do\ngoodluz / Shutterstock\nWhether or not a big crash is around the corner, investors who are still decades out from retirement can make that work for them, Orman said in theCNBC video.\nFirst, prepare for the worst and hope for the best. Since the onset of the pandemic, Orman now recommends everyone have an emergency fund that can cover their expenses for a full year.\nThen, to set yourself up fora comfortable retirement, she suggests you opt for a Roth account, whether that’s a 401(k) or IRA.\nThat will help you avoid paying tax when you take money out of your retirement account because your contributions to a Roth account are made after tax. Traditional IRAs, on the other hand, aren’t taxed when you make contributions, so you’ll end up paying later.\nIf you find you need a little more guidance, working with aprofessional financial adviser, can help point you in the right direction so you can confidently ride out any market volatility.\nWhile everyone else is veering off course or overcorrecting, you’ll be firmly in the driver’s seat with your sunset years planned for.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985668550,"gmtCreate":1667376348270,"gmtModify":1676537907638,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9985668550","repostId":"1179075819","repostType":4,"repost":{"id":"1179075819","kind":"news","pubTimestamp":1667367390,"share":"https://ttm.financial/m/news/1179075819?lang=&edition=fundamental","pubTime":"2022-11-02 13:36","market":"us","language":"en","title":"The Fed’s Next Big Rate Hike Is Coming. Why Powell Won’t Say the End Is Near","url":"https://stock-news.laohu8.com/highlight/detail?id=1179075819","media":"Barron's","summary":"The Federal Reserve will fire its next salvo in the war against inflation on Wednesday afternoon. Th","content":"<html><head></head><body><p>The Federal Reserve will fire its next salvo in the war against inflation on Wednesday afternoon. That is likely to include an interest-rate increase of 0.75 percentage points and a hawkish tone from Chairman Jerome Powell at his post-meeting press conference. Markets won’t get their much-anticipated all-clear signal from the Fed.</p><p>Futures markets are overwhelmingly pricing in a fed-funds rate target range of 3.75% to 4.00% after this week’s meeting of the Federal Open Market Committee, which began on Tuesday. That would mean the sixth rate hike of 2022 and fourth-straight 0.75 percentage-point bump. The committee’s policy statement is out at 2 p.m. ET and Powell speaks at 2:30 p.m. ET.</p><p>There is reason to believe the Fed is much closer to the end of its hiking cycle than the beginning. Just don’t expect Powell to say as much.</p><p>“The Fed’s best hand is to hike [0.75 percentage point] and otherwise zip it,” writes Richard Farr, chief market strategist at Merion Capital Group.</p><p>Several indicators of economic activity have slowed over the past year, particularly in interest-rate sensitive areas of the economy such as housing. Economies abroad are in tougher shape. The labor market is a key holdout in the U.S.: The unemployment rate is at 3.5% and jobs and wages are still growing. The so-called wage-price spiral is helping to keep core inflation uncomfortably high, up 8.2% in the year through September.</p><p>Futures markets are pricing in the greatest odds of a peak, or terminal, rate of 5.00% to 5.25% sometime in the first half of 2023, then a decline by the end of next year. Investors and traders have been fixated lately on the prospects of a “Fed pivot,” or the moment when the central bank moves its stance from tightening to loosening policy, or at least pausing hikes and holding rates steady for some time.</p><p>All fall long, risk assets have rallied in unison on days when the collective mood leaned toward a closer pivot, and sold off on the reverse days. Part of the Fed’s dilemma is that monetary policy works with “long and variable lags,” in the words of Milton Friedman. That means that it will take time for higher interest rates to affect the real economy and damp inflation, and it might make sense to slow or stop rate hikes before inflation is anywhere near a comfortable level.</p><p>A sign that FOMC members see a looming end to rate hikes could come in the policy statement. Watch for an alternation or removal of the line from the prior statement that says the committee “anticipates that ongoing increases in the target range will be appropriate.”</p><p>“They are working hard to ensure that inflationary psychology is routed,” writes John Vail, chief global strategist at Nikko Asset Management. “Not just one negative data point, but a string of such over a period of months is required for a change in the Fed stance from its current data-dependent, but generally hawkish bias, to something a bit more neutral.”</p><p>Any indication of such a shift in Fed policy will be interpreted by the market as dovish, prompting rallies in stocks and bonds. A bond rally would push down yields and make financial conditions easier, working against the Fed’s tightening and inflation fight.</p><p>So, expect Powell to remain hawkish in his remarks on Wednesday, even if the chairman believes that a pivot or pause may soon be warranted.</p><p>“The problem is the moment he relinquishes this hawkish stance—the moment he utters anything remotely resembling a dovish word—is the moment financial conditions ease far more than what we’ve seen over the last few weeks,” writes RBC Capital Markets chief U.S. economist Tom Porcelli. “As much as we think this hiking cycle is virtually over and should be over, we just don’t see how there is any incentive for him to suggest as much right now given the financial conditions consideration.”</p><p>The opposite risk of over-tightening also exists. Inflation needs to come down, and it may cost a recession to get there. The longer the Fed keeps rates higher, the lower the return investors can expect from many asset classes.</p><p>Officials will get a look at two months of employment and Consumer Price Index readings before the FOMC next meets in December. Those could go a long way toward determining the details of the central bank’s next moves. For now, however, the message will remain “we still have work to do.”</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>The Fed’s Next Big Rate Hike Is Coming. Why Powell Won’t Say the End Is Near</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\">\nThe Fed’s Next Big Rate Hike Is Coming. Why Powell Won’t Say the End Is Near\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 13:36 GMT+8 <a href=https://www.marketwatch.com/articles/the-feds-next-big-rate-hike-is-coming-why-powell-wont-say-the-end-is-near-51667341692?mod=mw_latestnews><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve will fire its next salvo in the war against inflation on Wednesday afternoon. That is likely to include an interest-rate increase of 0.75 percentage points and a hawkish tone from ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/the-feds-next-big-rate-hike-is-coming-why-powell-wont-say-the-end-is-near-51667341692?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/articles/the-feds-next-big-rate-hike-is-coming-why-powell-wont-say-the-end-is-near-51667341692?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179075819","content_text":"The Federal Reserve will fire its next salvo in the war against inflation on Wednesday afternoon. That is likely to include an interest-rate increase of 0.75 percentage points and a hawkish tone from Chairman Jerome Powell at his post-meeting press conference. Markets won’t get their much-anticipated all-clear signal from the Fed.Futures markets are overwhelmingly pricing in a fed-funds rate target range of 3.75% to 4.00% after this week’s meeting of the Federal Open Market Committee, which began on Tuesday. That would mean the sixth rate hike of 2022 and fourth-straight 0.75 percentage-point bump. The committee’s policy statement is out at 2 p.m. ET and Powell speaks at 2:30 p.m. ET.There is reason to believe the Fed is much closer to the end of its hiking cycle than the beginning. Just don’t expect Powell to say as much.“The Fed’s best hand is to hike [0.75 percentage point] and otherwise zip it,” writes Richard Farr, chief market strategist at Merion Capital Group.Several indicators of economic activity have slowed over the past year, particularly in interest-rate sensitive areas of the economy such as housing. Economies abroad are in tougher shape. The labor market is a key holdout in the U.S.: The unemployment rate is at 3.5% and jobs and wages are still growing. The so-called wage-price spiral is helping to keep core inflation uncomfortably high, up 8.2% in the year through September.Futures markets are pricing in the greatest odds of a peak, or terminal, rate of 5.00% to 5.25% sometime in the first half of 2023, then a decline by the end of next year. Investors and traders have been fixated lately on the prospects of a “Fed pivot,” or the moment when the central bank moves its stance from tightening to loosening policy, or at least pausing hikes and holding rates steady for some time.All fall long, risk assets have rallied in unison on days when the collective mood leaned toward a closer pivot, and sold off on the reverse days. Part of the Fed’s dilemma is that monetary policy works with “long and variable lags,” in the words of Milton Friedman. That means that it will take time for higher interest rates to affect the real economy and damp inflation, and it might make sense to slow or stop rate hikes before inflation is anywhere near a comfortable level.A sign that FOMC members see a looming end to rate hikes could come in the policy statement. Watch for an alternation or removal of the line from the prior statement that says the committee “anticipates that ongoing increases in the target range will be appropriate.”“They are working hard to ensure that inflationary psychology is routed,” writes John Vail, chief global strategist at Nikko Asset Management. “Not just one negative data point, but a string of such over a period of months is required for a change in the Fed stance from its current data-dependent, but generally hawkish bias, to something a bit more neutral.”Any indication of such a shift in Fed policy will be interpreted by the market as dovish, prompting rallies in stocks and bonds. A bond rally would push down yields and make financial conditions easier, working against the Fed’s tightening and inflation fight.So, expect Powell to remain hawkish in his remarks on Wednesday, even if the chairman believes that a pivot or pause may soon be warranted.“The problem is the moment he relinquishes this hawkish stance—the moment he utters anything remotely resembling a dovish word—is the moment financial conditions ease far more than what we’ve seen over the last few weeks,” writes RBC Capital Markets chief U.S. economist Tom Porcelli. “As much as we think this hiking cycle is virtually over and should be over, we just don’t see how there is any incentive for him to suggest as much right now given the financial conditions consideration.”The opposite risk of over-tightening also exists. Inflation needs to come down, and it may cost a recession to get there. The longer the Fed keeps rates higher, the lower the return investors can expect from many asset classes.Officials will get a look at two months of employment and Consumer Price Index readings before the FOMC next meets in December. Those could go a long way toward determining the details of the central bank’s next moves. For now, however, the message will remain “we still have work to do.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091509912,"gmtCreate":1643890341571,"gmtModify":1676533868150,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Buy more","listText":"Buy more","text":"Buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091509912","repostId":"1191852202","repostType":4,"repost":{"id":"1191852202","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":1643880521,"share":"https://ttm.financial/m/news/1191852202?lang=&edition=fundamental","pubTime":"2022-02-03 17:28","market":"us","language":"en","title":"EV Stocks Continued to Crash in Premarket Trading, with Rivian and Li Falling Over 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1191852202","media":"Tiger Newspress","summary":"EV stocks continued to crash in premarket trading, with Rivian and Li falling over 3%.Cathie Wood-le","content":"<html><head></head><body><p>EV stocks continued to crash in premarket trading, with Rivian and Li falling over 3%.</p><p><img src=\"https://static.tigerbbs.com/6090e8bac949679242185274d2533eaf\" tg-width=\"283\" tg-height=\"354\" width=\"100%\" height=\"auto\"/><b>Cathie Wood</b>-led <b>Ark Investment Management</b> on Wednesday further raised its electric vehicle exposure as it bought shares in <b>Tesla Inc</b> and the U.S. listed Chinese electric vehicle maker <b>Xpeng Inc</b> on the dip.</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>EV Stocks Continued to Crash in Premarket Trading, with Rivian and Li Falling Over 3%</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\">\nEV Stocks Continued to Crash in Premarket Trading, with Rivian and Li Falling Over 3%\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\">2022-02-03 17:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks continued to crash in premarket trading, with Rivian and Li falling over 3%.</p><p><img src=\"https://static.tigerbbs.com/6090e8bac949679242185274d2533eaf\" tg-width=\"283\" tg-height=\"354\" width=\"100%\" height=\"auto\"/><b>Cathie Wood</b>-led <b>Ark Investment Management</b> on Wednesday further raised its electric vehicle exposure as it bought shares in <b>Tesla Inc</b> and the U.S. listed Chinese electric vehicle maker <b>Xpeng Inc</b> on the dip.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191852202","content_text":"EV stocks continued to crash in premarket trading, with Rivian and Li falling over 3%.Cathie Wood-led Ark Investment Management on Wednesday further raised its electric vehicle exposure as it bought shares in Tesla Inc and the U.S. listed Chinese electric vehicle maker Xpeng Inc on the dip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157911136,"gmtCreate":1625559427925,"gmtModify":1703743706251,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Like comment","listText":"Like comment","text":"Like comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/157911136","repostId":"2149033827","repostType":4,"repost":{"id":"2149033827","kind":"highlight","pubTimestamp":1625542083,"share":"https://ttm.financial/m/news/2149033827?lang=&edition=fundamental","pubTime":"2021-07-06 11:28","market":"us","language":"en","title":"3 Top Stocks That'll Make You Richer in the Second Half of 2021 (and Beyond)","url":"https://stock-news.laohu8.com/highlight/detail?id=2149033827","media":"Motley Fool","summary":"This mix of growth and value stocks can make investors a boatload of money.","content":"<p>If there's one lesson the stock market is always willing to teach, it's that patience pays off. Despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark <b>S&P 500</b> has delivered an average annual total return of more than 11% since the beginning of 1980.</p>\n<p>Patience can pay off for you, as well, if you put your money to work in game-changing businesses and allow your investment thesis to play out over time. As we move into the second-half of 2021, the following trio of top stocks has the potential to make you a lot richer.<img src=\"https://static.tigerbbs.com/eb8db31ebee93b248d65ac685c65dbac\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>If growth stocks tickle your fancy, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best investments you can make right now for the second half of 2021, and well beyond, is cloud-based customer relationship management (CRM) software provider <b>salesforce.com</b> (NYSE:CRM).</p>\n<p>CRM software is used by consumer-facing businesses to optimize interactions and sales. It helps with real-time information logging, overseeing service and product issues, managing online marketing campaigns, and can offer predictive analysis of what existing clients might buy a new product or service. It's a sustainable double-digit growth opportunity that's been a no-brainer tool used by service-oriented industries, but is becoming more widely used by healthcare, financial, and industrial companies.</p>\n<p>Salesforce is the king of the mountain when it comes to cloud-based CRM. According to estimates from IDC, salesforce nearly controlled 20% of global CRM revenue share in the first-half of 2020. That nearly quadruples its next-closest competitor, and it <i>is</i> more than the four closest competitors, combined.</p>\n<p>In addition to growing its business organically, salesforce has a rich history of making smart acquisitions. Some of its most successful include purchasing Tableau Software in 2019, and MuleSoft in 2018. The latter is responsible for powering the Salesforce Integration Cloud, while the former is a data treasure trove that helps businesses gain a deeper understanding of their customers.</p>\n<p>The newest deal, tallying $27.7 billion, is for cloud-based enterprise communications platform <b><a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a></b>. This deal will allow the company to cross-sell its suite of CRM support solutions to Slack's bevy of small-and-medium-sized businesses.</p>\n<p>This combination of market share dominance, organic growth, and acquisitions has salesforce growing at 20% or more annually. Per CEO Marc Benioff, salesforce is on track to hit a goal of $50 billion in annual sales by fiscal 2026 (up from $21.3 billion in fiscal 2021). This is growth and dominance investors can trust.</p>\n<p><img src=\"https://static.tigerbbs.com/37d129c37c1dfcde03e04fddc2f9a834\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>SSR Mining</h2>\n<p>Don't worry, value investors, I haven't forgotten about you. A second top stock that can make you a lot richer in the latter half of 2021 (and beyond) is precious-metal miner <b>SSR Mining</b> (NASDAQ:SSRM).</p>\n<p>Roughly 10 years ago, gold and silver were soaring and precious-metal miners were liberally spending on new projects, existing mine expansions, and acquisitions. After the price of gold peaked, many were left with less-than-stellar balance sheets. That's not been the case with SSR Mining.</p>\n<p>Last year, SSR completed a merger of equals with Turkey's Alacer Gold. This effectively combined SSR's Marigold and Seabee gold mines, and its silver-producing Puna operations in Argentina, with Alacer's Copler gold mine. Altogether, these four producing assets should yield between 700,000 gold equivalent ounces (GEO) and 800,000 GEO annually for the next five years, if not longer. Prior to the deal, SSR was producing a little north of 400,000 GEO annually.</p>\n<p>Here's the thing: Whereas most gold stocks have scrambled to pay down debt, SSR is sitting on a net cash balance of around $400 million, as of the end of March 2021. The roughly $450 million the company is expecting to generate in annual free cash flow has allowed it to begin paying a $0.05 quarterly dividend, as well as institute a $150 million share buyback program.</p>\n<p>In addition to improved output, a dividend, and a share buyback program, SSR Mining should benefit from stronger precious-metal prices. The Federal Reserve continues to hold off on raising historically low lending rates, while the prospect for longer-term inflation is climbing. Both scenarios point to investors continuing to flock to gold as a potential store of value.</p>\n<p>Just how cheap is SSR Mining? Shares can currently be purchased for less than 9 times Wall Street's forward-year earnings estimate. Even more telling, SSR is valued at a multiple of 5 times this year's estimated cash flow, which implies a significant discount to a fair valuation, which I'd peg as closer to 10 times cash flow.</p>\n<p><img src=\"https://static.tigerbbs.com/de67cc325c8403c33a12cc0935dcf46f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>Trulieve Cannabis</h2>\n<p>A third company that can make investors richer in the second half of 2021 is marijuana stock <b>Trulieve Cannabis</b> (OTC:TCNNF).</p>\n<p>There's no question that cannabis is a sustainable double-digit growth opportunity. But considering the regulatory issues and atrocious balance sheets that accompany most Canadian pot stocks, the U.S. is the smart way to play the cannabis craze. By mid-decade, the U.S. could be bringing in more than $41 billion in annual weed sales, per <a href=\"https://laohu8.com/S/NFC.U\">New Frontier</a> Data.</p>\n<p>What makes multistate operator (MSO) Trulieve so special is how the company has chosen to expand. Many large MSOs have opened retail, cultivation, and processing facilities in as many legalized states as reasonable. As for Trulieve, it has 91 operational retail locations in the U.S., 85 of which are located in medical marijuana-legal Florida. That's right -- it's opened 85 dispensaries in a single state.</p>\n<p>How's that worked out? By blanketing the Sunshine State, Trulieve Cannabis has been able to gobble up 53% of Florida's dried cannabis market share and 49% of its higher-margin cannabinoid oils share. In other words, the company has effectively built up its brand and a loyal customer following without having to break the bank with its marketing budget. As a result, it recently reported its 13th consecutive profitable quarter.</p>\n<p>In May, we learned that the next chapter for Trulieve will entail taking its blueprint to new markets. On May 10, it announced a $2.1 billion deal to acquire MSO <b>Harvest Health & Recreation</b> (OTC:HRVSF). Harvest Health has a five-state focus, one of which includes Florida. Thus, Trulieve will soon have an even larger presence in the Sunshine State. But the big driver of this deal is Harvest's 15 operational dispensaries in Arizona, which legalized adult-use cannabis in November and began sales in January. Nothing would stop Trulieve from becoming a dominant force in Arizona's potential billion-dollar weed market.</p>\n<p>With its rich history of profitability and stunning growth potential, Trulieve Cannabis checks all the right boxes to be a moneymaker for investors.</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>3 Top Stocks That'll Make You Richer in the Second Half of 2021 (and Beyond)</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 Top Stocks That'll Make You Richer in the Second Half of 2021 (and Beyond)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 11:28 GMT+8 <a href=https://www.fool.com/investing/2021/07/05/3-top-stocks-make-you-richer-second-half-of-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If there's one lesson the stock market is always willing to teach, it's that patience pays off. Despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/05/3-top-stocks-make-you-richer-second-half-of-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSRM":"SSR Mining Inc","CRM":"赛富时","TCNNF":"Trulieve Cannabis Corporation"},"source_url":"https://www.fool.com/investing/2021/07/05/3-top-stocks-make-you-richer-second-half-of-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149033827","content_text":"If there's one lesson the stock market is always willing to teach, it's that patience pays off. Despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark S&P 500 has delivered an average annual total return of more than 11% since the beginning of 1980.\nPatience can pay off for you, as well, if you put your money to work in game-changing businesses and allow your investment thesis to play out over time. As we move into the second-half of 2021, the following trio of top stocks has the potential to make you a lot richer.\nImage source: Getty Images.\nSalesforce\nIf growth stocks tickle your fancy, one of the best investments you can make right now for the second half of 2021, and well beyond, is cloud-based customer relationship management (CRM) software provider salesforce.com (NYSE:CRM).\nCRM software is used by consumer-facing businesses to optimize interactions and sales. It helps with real-time information logging, overseeing service and product issues, managing online marketing campaigns, and can offer predictive analysis of what existing clients might buy a new product or service. It's a sustainable double-digit growth opportunity that's been a no-brainer tool used by service-oriented industries, but is becoming more widely used by healthcare, financial, and industrial companies.\nSalesforce is the king of the mountain when it comes to cloud-based CRM. According to estimates from IDC, salesforce nearly controlled 20% of global CRM revenue share in the first-half of 2020. That nearly quadruples its next-closest competitor, and it is more than the four closest competitors, combined.\nIn addition to growing its business organically, salesforce has a rich history of making smart acquisitions. Some of its most successful include purchasing Tableau Software in 2019, and MuleSoft in 2018. The latter is responsible for powering the Salesforce Integration Cloud, while the former is a data treasure trove that helps businesses gain a deeper understanding of their customers.\nThe newest deal, tallying $27.7 billion, is for cloud-based enterprise communications platform Slack Technologies. This deal will allow the company to cross-sell its suite of CRM support solutions to Slack's bevy of small-and-medium-sized businesses.\nThis combination of market share dominance, organic growth, and acquisitions has salesforce growing at 20% or more annually. Per CEO Marc Benioff, salesforce is on track to hit a goal of $50 billion in annual sales by fiscal 2026 (up from $21.3 billion in fiscal 2021). This is growth and dominance investors can trust.\n\nImage source: Getty Images.\nSSR Mining\nDon't worry, value investors, I haven't forgotten about you. A second top stock that can make you a lot richer in the latter half of 2021 (and beyond) is precious-metal miner SSR Mining (NASDAQ:SSRM).\nRoughly 10 years ago, gold and silver were soaring and precious-metal miners were liberally spending on new projects, existing mine expansions, and acquisitions. After the price of gold peaked, many were left with less-than-stellar balance sheets. That's not been the case with SSR Mining.\nLast year, SSR completed a merger of equals with Turkey's Alacer Gold. This effectively combined SSR's Marigold and Seabee gold mines, and its silver-producing Puna operations in Argentina, with Alacer's Copler gold mine. Altogether, these four producing assets should yield between 700,000 gold equivalent ounces (GEO) and 800,000 GEO annually for the next five years, if not longer. Prior to the deal, SSR was producing a little north of 400,000 GEO annually.\nHere's the thing: Whereas most gold stocks have scrambled to pay down debt, SSR is sitting on a net cash balance of around $400 million, as of the end of March 2021. The roughly $450 million the company is expecting to generate in annual free cash flow has allowed it to begin paying a $0.05 quarterly dividend, as well as institute a $150 million share buyback program.\nIn addition to improved output, a dividend, and a share buyback program, SSR Mining should benefit from stronger precious-metal prices. The Federal Reserve continues to hold off on raising historically low lending rates, while the prospect for longer-term inflation is climbing. Both scenarios point to investors continuing to flock to gold as a potential store of value.\nJust how cheap is SSR Mining? Shares can currently be purchased for less than 9 times Wall Street's forward-year earnings estimate. Even more telling, SSR is valued at a multiple of 5 times this year's estimated cash flow, which implies a significant discount to a fair valuation, which I'd peg as closer to 10 times cash flow.\n\nImage source: Getty Images.\nTrulieve Cannabis\nA third company that can make investors richer in the second half of 2021 is marijuana stock Trulieve Cannabis (OTC:TCNNF).\nThere's no question that cannabis is a sustainable double-digit growth opportunity. But considering the regulatory issues and atrocious balance sheets that accompany most Canadian pot stocks, the U.S. is the smart way to play the cannabis craze. By mid-decade, the U.S. could be bringing in more than $41 billion in annual weed sales, per New Frontier Data.\nWhat makes multistate operator (MSO) Trulieve so special is how the company has chosen to expand. Many large MSOs have opened retail, cultivation, and processing facilities in as many legalized states as reasonable. As for Trulieve, it has 91 operational retail locations in the U.S., 85 of which are located in medical marijuana-legal Florida. That's right -- it's opened 85 dispensaries in a single state.\nHow's that worked out? By blanketing the Sunshine State, Trulieve Cannabis has been able to gobble up 53% of Florida's dried cannabis market share and 49% of its higher-margin cannabinoid oils share. In other words, the company has effectively built up its brand and a loyal customer following without having to break the bank with its marketing budget. As a result, it recently reported its 13th consecutive profitable quarter.\nIn May, we learned that the next chapter for Trulieve will entail taking its blueprint to new markets. On May 10, it announced a $2.1 billion deal to acquire MSO Harvest Health & Recreation (OTC:HRVSF). Harvest Health has a five-state focus, one of which includes Florida. Thus, Trulieve will soon have an even larger presence in the Sunshine State. But the big driver of this deal is Harvest's 15 operational dispensaries in Arizona, which legalized adult-use cannabis in November and began sales in January. Nothing would stop Trulieve from becoming a dominant force in Arizona's potential billion-dollar weed market.\nWith its rich history of profitability and stunning growth potential, Trulieve Cannabis checks all the right boxes to be a moneymaker for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927322092,"gmtCreate":1672404171417,"gmtModify":1676538685992,"author":{"id":"3558657051587432","authorId":"3558657051587432","name":"OJC","avatar":"https://static.tigerbbs.com/12cbec786aa0456d41fb74009ec04a37","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558657051587432","authorIdStr":"3558657051587432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927322092","repostId":"2295554929","repostType":4,"repost":{"id":"2295554929","kind":"highlight","pubTimestamp":1672415137,"share":"https://ttm.financial/m/news/2295554929?lang=&edition=fundamental","pubTime":"2022-12-30 23:45","market":"us","language":"en","title":"Tesla: Buy The Bloodbath","url":"https://stock-news.laohu8.com/highlight/detail?id=2295554929","media":"Seekingalpha","summary":"SummaryTesla has seen an accelerating decline in December with the stock losing 42%.Other controversies surrounding Elon Musk have created negative sentiment overhang, resulting in a soaring short int","content":"<html><head></head><body><h3><b>Summary</b></h3><ul><li>Tesla has seen an accelerating decline in December with the stock losing 42%.</li><li>Other controversies surrounding Elon Musk have created negative sentiment overhang, resulting in a soaring short interest for Tesla.</li><li>However, Tesla has a very attractive valuation and risk profile right now.</li></ul><p>A unique buying opportunity has revealed itself for shares of electric vehicle company <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> which experienced an intensifying sell-off in December that is putting Tesla on track to its worst month ever. After Tesla lost more than $800B in market cap this year and controversy mounted over Elon Musk's time-consuming involvement with Twitter/stock sales, I believe the risk profile and the valuation are at their most attractive points in years. Considering that China's economy is reopening and that Tesla has the most mature footprint in the EV industry, I believe the valuation drop and negative sentiment overhang make Tesla very compelling as a long-term EV investment.</p><h2>Tesla is ending a terrible year with its worst monthly performance ever</h2><p>Tesla is ending FY 2022 with massive valuation losses that have yielded enormous windfall profits for short sellers that bet against the electric vehicle company at the beginning of the year. Tesla's shares have experienced a bloodbath this year, losing 68% YTD and 42% so far this month, making December 2022 potentially the worst month for the electric vehicle company ever.</p><p><img src=\"https://static.tigerbbs.com/b016866b26d76d99fd4332604cbff3fd\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Controversies are weighing on Tesla's valuation, soaring short interest</h2><p>There are multiple controversies that played a role in Tesla's stock plunge, including the extraordinary amount of time Elon Musk spends on Twitter, COVID-19 lockdowns in China that interrupted the ramp of Tesla's Model 3 and Model Y as well as his unprecedented sales of Tesla stock in order to finance the acquisition of Twitter. According to a disclosure made on December 14, 2022, Elon Musk recently sold 22M shares of Tesla between December 12 and December 14, resulting in transaction proceeds of $3.6B. Although Elon Musk later said on Twitter Spaces that he won't sell any more shares over the next 18-24 months, investors don't seem to believe it, at least for now.</p><p><img src=\"https://static.tigerbbs.com/f395d39826c8e23997eeb11280dd73cf\" tg-width=\"640\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/></p><p>Source: Electrek</p><p>Additionally, a big problem for Tesla has been that short sellers took advantage of Tesla's downfall in December which resulted in a soaring short interest ratio for shares of Tesla. Soaring short interest, in my opinion, could also be seen as a contrarian indicator.</p><p><img src=\"https://static.tigerbbs.com/573fa987e96d402354e65cdec79cde4c\" tg-width=\"640\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance</p><p>But putting all this noise aside, I believe investors that focus on Tesla's achievements in the EV industry and potential for long-term growth actually get really good value now.</p><h2>Tesla's factory output in China recovered and reached a fresh high</h2><p>After multiple production setbacks in FY 2022 due to factory lockdowns in China, production and deliveries at Tesla's Shanghai Gigafactory are ramping up rapidly. Tesla delivered 100,291 electric vehicles in November, showing 90% year-over-year growth. It was also a new 4-month reopening high for Tesla and it is an achievement the electric vehicle company can build on in the coming months. With about 100,000 electric vehicles produced in November, Tesla could achieve a 1.2M production volume in FY 2023, but potentially much more as I expect a ramp in production after the Gigafactory in Shanghai reopens after the Chinese New Year. The new delivery record is good news for investors, chiefly because the market ignored it and seems overly obsessed with other non-production related factors surrounding Tesla. A contrarian indicator, perhaps? I think so!</p><p></p><p><img src=\"https://static.tigerbbs.com/7d60d5fc681c7265ba2a21f440844f2e\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Source: InsideEVs</p><p>The broad reopening of the Chinese economy and the easing of COVID-19 restrictions could be a catalyst for Tesla's growth in deliveries, but the real reason to buy Tesla, I believe, is the valuation: after a near-70% drawdown in the firm's valuation this year, Tesla is actually compellingly cheap, at least based off of its historical standard.</p><h2>Is Tesla's unprecedented price drop alone a reason to buy the shares?</h2><p>The 42% decline in Tesla's valuation in December and 68% decline in 2022 has reduced a lot of the premium that was built into the EV firm's valuation in the past. Since Tesla was punished for a variety of factors that were totally unrelated to Tesla's execution (Twitter distraction, stock sales) or of only temporary nature, such as China's factory lockdowns, I believe Tesla is currently extremely attractively valued based on a variety of metrics.</p><p>Tesla is the leading EV company in the world (based on output and revenues) and is currently trading at a forward P/E ratio of 20.4x and that's despite Tesla being projected to generate 34% year-over-year EPS growth in FY 2023. Compared against its historical valuation, Tesla is a bargain with its P/E ratio trading more than 50% below its 1-year average P/E ratio of 46.6x.</p><p><img src=\"https://static.tigerbbs.com/08d92a1d38d6366b57078028e1112f60\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Given the expected launch of the Cybertruck next year and a continual recovery in China-based production volumes, I believe a change in investor sentiment could also drive an upwards revaluation of Tesla's revenue estimates. The trend for Tesla's revenue estimates was generally a positive one in FY 2022, despite production limitations and other distractions. According to Seeking Alpha-provided estimates, Tesla is expected to grow its revenues 37% in FY 2023 and 26% in FY 2024, with the Cybertruck expected to make its first revenue contributions in the second half of next year. I believe that Tesla could deliver 80-90 thousand Cybertrucks in FY 2023 before ramping deliveries up to 200 thousand by FY 2024.</p><p><img src=\"https://static.tigerbbs.com/8d3d31f4107435d218d22ae093fe331b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Based off of revenues, Tesla is also looking increasingly attractive with the firm's revenue potential now being cheaper than that of Lucid Group (LCID), despite Tesla already delivering millions of cars to customers.</p><p><img src=\"https://static.tigerbbs.com/abd29ac0744982704419373383495922\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Right now, Tesla's forward P/S ratio is 56% below its 1-year average P/S ratio. Almost all of the under-performance relative to the 1-year P/S average has occurred since the end of October.</p><p><img src=\"https://static.tigerbbs.com/2f7b416c0976165ab4b552eeefb86682\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Tesla is oversold</h2><p>What makes Tesla especially attractive, I believe, is the technical sentiment reflected in the Relative Strength Index. Tesla has become widely oversold based on this index lately and shows a value of 20.2. Tesla hasn't been this technically oversold in at least a year. While I don't decide how and where to invest based on RSI, it can be seen as a contrarian indicator (in connection with Tesla's soaring short interest).</p><p><img src=\"https://static.tigerbbs.com/715da9e1d601b67ca63adac3a1600654\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Risks with Tesla</h2><p>There are many risks with Tesla including the possibility of further stock sales on the part of Elon Musk which could further depress Tesla's share price, but likely only in the near term as the recovery in Tesla's China production is a strong catalyst for delivery growth in FY 2023. Additionally, Tesla's short interest may remain high in the short term as bears seek to exploit Tesla's draw-down to the fullest. In the longer term, however, real economic concerns should take precedence for Tesla investors and I definitely see pricing and demand risks here for the electric vehicle sector. EV companies may see compressing vehicle margins as inflation continues to pressure consumers and higher raw material/battery costs represent a challenge as well. Since Tesla has the most mature production footprint in the sector, I believe Tesla is in the best position to deal with such risks.</p><h2>Final thoughts</h2><p>Tesla had a terrible December with the price of the EV firm's shares dropping 42% so far this month and December 2022 will likely end as the worst month for Tesla's shares ever. There are reasons for the decline in Tesla's market cap, but none, I believe, are related to either Tesla's execution or Tesla's growth prospects. The fact that Tesla's short interest has soared in December and short sellers piled on the EV company, resulting in oversold technical sentiment, is actually the precise reason why I like Tesla more than ever.</p><p>The market has become too fearful of Tesla due to a series of unfavorable news, but I believe all of the factors discussed here (Twitter, stock sales, production setbacks) are transitory and Tesla could soon be able to recover from this unprecedented sell-off, especially if the market's focus returns to Tesla's improving delivery growth and a reopening Chinese economy. Since the shares have a very attractive valuation and the best risk profile in years, I believe investors should lean into the fear and buy the bloodbath!</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>Tesla: Buy The Bloodbath</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: Buy The Bloodbath\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-30 23:45 GMT+8 <a href=https://seekingalpha.com/article/4567014-tesla-stock-bloodbath-buy><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has seen an accelerating decline in December with the stock losing 42%.Other controversies surrounding Elon Musk have created negative sentiment overhang, resulting in a soaring short ...</p>\n\n<a href=\"https://seekingalpha.com/article/4567014-tesla-stock-bloodbath-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4567014-tesla-stock-bloodbath-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2295554929","content_text":"SummaryTesla has seen an accelerating decline in December with the stock losing 42%.Other controversies surrounding Elon Musk have created negative sentiment overhang, resulting in a soaring short interest for Tesla.However, Tesla has a very attractive valuation and risk profile right now.A unique buying opportunity has revealed itself for shares of electric vehicle company Tesla which experienced an intensifying sell-off in December that is putting Tesla on track to its worst month ever. After Tesla lost more than $800B in market cap this year and controversy mounted over Elon Musk's time-consuming involvement with Twitter/stock sales, I believe the risk profile and the valuation are at their most attractive points in years. Considering that China's economy is reopening and that Tesla has the most mature footprint in the EV industry, I believe the valuation drop and negative sentiment overhang make Tesla very compelling as a long-term EV investment.Tesla is ending a terrible year with its worst monthly performance everTesla is ending FY 2022 with massive valuation losses that have yielded enormous windfall profits for short sellers that bet against the electric vehicle company at the beginning of the year. Tesla's shares have experienced a bloodbath this year, losing 68% YTD and 42% so far this month, making December 2022 potentially the worst month for the electric vehicle company ever.Data by YChartsControversies are weighing on Tesla's valuation, soaring short interestThere are multiple controversies that played a role in Tesla's stock plunge, including the extraordinary amount of time Elon Musk spends on Twitter, COVID-19 lockdowns in China that interrupted the ramp of Tesla's Model 3 and Model Y as well as his unprecedented sales of Tesla stock in order to finance the acquisition of Twitter. According to a disclosure made on December 14, 2022, Elon Musk recently sold 22M shares of Tesla between December 12 and December 14, resulting in transaction proceeds of $3.6B. Although Elon Musk later said on Twitter Spaces that he won't sell any more shares over the next 18-24 months, investors don't seem to believe it, at least for now.Source: ElectrekAdditionally, a big problem for Tesla has been that short sellers took advantage of Tesla's downfall in December which resulted in a soaring short interest ratio for shares of Tesla. Soaring short interest, in my opinion, could also be seen as a contrarian indicator.Source: Yahoo FinanceBut putting all this noise aside, I believe investors that focus on Tesla's achievements in the EV industry and potential for long-term growth actually get really good value now.Tesla's factory output in China recovered and reached a fresh highAfter multiple production setbacks in FY 2022 due to factory lockdowns in China, production and deliveries at Tesla's Shanghai Gigafactory are ramping up rapidly. Tesla delivered 100,291 electric vehicles in November, showing 90% year-over-year growth. It was also a new 4-month reopening high for Tesla and it is an achievement the electric vehicle company can build on in the coming months. With about 100,000 electric vehicles produced in November, Tesla could achieve a 1.2M production volume in FY 2023, but potentially much more as I expect a ramp in production after the Gigafactory in Shanghai reopens after the Chinese New Year. The new delivery record is good news for investors, chiefly because the market ignored it and seems overly obsessed with other non-production related factors surrounding Tesla. A contrarian indicator, perhaps? I think so!Source: InsideEVsThe broad reopening of the Chinese economy and the easing of COVID-19 restrictions could be a catalyst for Tesla's growth in deliveries, but the real reason to buy Tesla, I believe, is the valuation: after a near-70% drawdown in the firm's valuation this year, Tesla is actually compellingly cheap, at least based off of its historical standard.Is Tesla's unprecedented price drop alone a reason to buy the shares?The 42% decline in Tesla's valuation in December and 68% decline in 2022 has reduced a lot of the premium that was built into the EV firm's valuation in the past. Since Tesla was punished for a variety of factors that were totally unrelated to Tesla's execution (Twitter distraction, stock sales) or of only temporary nature, such as China's factory lockdowns, I believe Tesla is currently extremely attractively valued based on a variety of metrics.Tesla is the leading EV company in the world (based on output and revenues) and is currently trading at a forward P/E ratio of 20.4x and that's despite Tesla being projected to generate 34% year-over-year EPS growth in FY 2023. Compared against its historical valuation, Tesla is a bargain with its P/E ratio trading more than 50% below its 1-year average P/E ratio of 46.6x.Data by YChartsGiven the expected launch of the Cybertruck next year and a continual recovery in China-based production volumes, I believe a change in investor sentiment could also drive an upwards revaluation of Tesla's revenue estimates. The trend for Tesla's revenue estimates was generally a positive one in FY 2022, despite production limitations and other distractions. According to Seeking Alpha-provided estimates, Tesla is expected to grow its revenues 37% in FY 2023 and 26% in FY 2024, with the Cybertruck expected to make its first revenue contributions in the second half of next year. I believe that Tesla could deliver 80-90 thousand Cybertrucks in FY 2023 before ramping deliveries up to 200 thousand by FY 2024.Data by YChartsBased off of revenues, Tesla is also looking increasingly attractive with the firm's revenue potential now being cheaper than that of Lucid Group (LCID), despite Tesla already delivering millions of cars to customers.Data by YChartsRight now, Tesla's forward P/S ratio is 56% below its 1-year average P/S ratio. Almost all of the under-performance relative to the 1-year P/S average has occurred since the end of October.Data by YChartsTesla is oversoldWhat makes Tesla especially attractive, I believe, is the technical sentiment reflected in the Relative Strength Index. Tesla has become widely oversold based on this index lately and shows a value of 20.2. Tesla hasn't been this technically oversold in at least a year. While I don't decide how and where to invest based on RSI, it can be seen as a contrarian indicator (in connection with Tesla's soaring short interest).Data by YChartsRisks with TeslaThere are many risks with Tesla including the possibility of further stock sales on the part of Elon Musk which could further depress Tesla's share price, but likely only in the near term as the recovery in Tesla's China production is a strong catalyst for delivery growth in FY 2023. Additionally, Tesla's short interest may remain high in the short term as bears seek to exploit Tesla's draw-down to the fullest. In the longer term, however, real economic concerns should take precedence for Tesla investors and I definitely see pricing and demand risks here for the electric vehicle sector. EV companies may see compressing vehicle margins as inflation continues to pressure consumers and higher raw material/battery costs represent a challenge as well. Since Tesla has the most mature production footprint in the sector, I believe Tesla is in the best position to deal with such risks.Final thoughtsTesla had a terrible December with the price of the EV firm's shares dropping 42% so far this month and December 2022 will likely end as the worst month for Tesla's shares ever. There are reasons for the decline in Tesla's market cap, but none, I believe, are related to either Tesla's execution or Tesla's growth prospects. The fact that Tesla's short interest has soared in December and short sellers piled on the EV company, resulting in oversold technical sentiment, is actually the precise reason why I like Tesla more than ever.The market has become too fearful of Tesla due to a series of unfavorable news, but I believe all of the factors discussed here (Twitter, stock sales, production setbacks) are transitory and Tesla could soon be able to recover from this unprecedented sell-off, especially if the market's focus returns to Tesla's improving delivery growth and a reopening Chinese economy. Since the shares have a very attractive valuation and the best risk profile in years, I believe investors should lean into the fear and buy the bloodbath!","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}