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href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> buy buy buy","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> buy buy buy","text":"$Tesla Motors(TSLA)$ buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/253759264907384","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":253758626296040,"gmtCreate":1702971943399,"gmtModify":1702972619754,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$ </a> worthless crap 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buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/229750940348680","repostId":"2374415987","repostType":2,"repost":{"id":"2374415987","pubTimestamp":1697123700,"share":"https://ttm.financial/m/news/2374415987?lang=&edition=fundamental","pubTime":"2023-10-12 23:15","market":"us","language":"en","title":"2 Reasons Tesla Stock Will Keep Driving Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2374415987","media":"Motley Fool","summary":"What if I told you Tesla has yet to reach its full potential?","content":"<html><head></head><body><h2 id=\"id_507134811\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p>Even with new challengers in the EV market, Tesla continues to reign supreme.</p></li><li><p>Advancements in AI hold the potential to transform Tesla&#39;s business potential.</p></li><li><p>Tesla&#39;s EV dominance and future AI prospects make it an easy choice for investors.</p></li></ul><p>In just two short decades, <strong>Tesla </strong>has risen from an unknown and obscure start-up to the preeminent electric vehicle pioneer. The company&#39;s embrace of research and development and strides in innovation have helped its stock grow more than 20,000% since its debut on the <strong>Nasdaq</strong> Stock Market. </p><p>After such a massive run, it&#39;s reasonable to wonder if Tesla can maintain this pace. However, recent advancements suggest that Tesla will continue to be a long-term growth superstar. Here are two reasons why Tesla&#39;s best days remain ahead and why its stock is a perfect choice for investors looking for a genuine growth opportunity.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4a06f4ef438593deed9bbd21c644ddb\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"466\"/><span>Image source: Getty Images.</span></p><h2 id=\"id_2347624869\">The undisputed EV champ</h2><p>For most of this century, drivers looking to ditch the fuel pump had no other option than Tesla. The company&#39;s ability to master the difficult task of mass-producing affordable, high-performance electric vehicles (EVs) as early as 2008 made it the most alluring and affordable choice in the emerging industry.</p><p>However, with estimates projecting a 500% increase in the number of EVs on the road by 2035, new competition has entered the picture to try and capture market share. With legacy automakers and young start-ups making their foray into the EV space, drivers have more options than ever.</p><p>Yet referring to these new participants as &#34;competitors&#34; might give them too much credit. Make no mistake, Tesla still completely dominates the EV market in just about every meaningful category. For example, let&#39;s look at sales of EVs in the U.S. during the first six months of 2023. In what was barely even a competition, Tesla outsold a crowded field of the next 19 EV makers <em>combined </em>with more than 325,0000 vehicles sold. The next closest was Chevrolet, with just under 35,000.</p><p>The harsh reality is that joining the EV race has proven more difficult for Tesla&#39;s rivals than they may have thought. Take <strong>Ford Motor</strong>, for instance. The company recently disclosed that it expects a $4.5 billion loss in its EV sector this year. Even<strong> Rivian</strong>, one of the more notable up-and-coming EV makers, is struggling as it reported an average loss of $33,000 per vehicle.</p><p>The simple fact is that Tesla&#39;s position as the champion of EVs remains firm. The company raked in a profit of more than $4 billion from EVs alone in the second quarter of 2023, producing almost 480,000 vehicles. Tesla&#39;s industry dominance becomes even more apparent when considering its &#34;competition&#34; struggles to make barely 20,000 vehicles in a quarter.</p><h2 id=\"id_3397773178\">Harnessing the power of AI</h2><p>While Tesla can attribute most of its success to the EV industry, the most compelling aspect of its long-term value proposition lies in its development and integration of artificial intelligence (AI). </p><p>Consider autonomous driving. Even though considerable refinement remains before Tesla makes drivers obsolete, the company has achieved a breakthrough in how it trains its full self-driving (FSD) software. With the help of its supercomputer, Dojo, Tesla can now feed video collected from millions of cars worldwide through its AI-powered neural networks that interpret the data and learn how to drive. </p><p>With this advancement, Tesla can achieve greater vehicle autonomy at a much faster pace than before. This is because programmers are no longer required to hard code responses to account for the near-infinite randomness that occurs on the roads. Instead, the AI-powered systems can learn proper responses on their own without the need for tedious hard coding. Now, the only obstacle separating Tesla from greater autonomy is its collection and processing of more video data, a challenge it is uniquely built to overcome thanks to its massive fleet of vehicles. </p><p>Once Tesla can achieve the coveted Level 4 or 5 of autonomous driving, CEO Elon Musk plans to unveil a robotaxi business. In his usual optimism, Musk has said that he believes Tesla will reach this goal by the end of 2023. More realistic trajectories would likely put this at some time in 2024. </p><p>Regardless of how soon the robotaxi business launches, there is no denying its potential to transform Tesla&#39;s sources of revenue. Musk has told author Walter Isaacson that he believes self-hailing autonomous ridesharing is a product with &#34;quasi-infinite demand&#34; and will make Tesla a &#34;ten-trillion [dollar] company.&#34; He added that once it is operational, &#34;people will be talking about this moment in a hundred years.&#34;</p><h2 id=\"id_4118744935\">The opportunity at hand</h2><p>Considering the increase of demand for electric vehicles and Tesla&#39;s leading position in the industry, investing in the company for these reasons alone would be a wise choice. However, labeling Tesla solely as an electric vehicle manufacturer would be a mistake. The truth is that Tesla is a technology company with the potential to make roads safer, harness the power of AI, and create entirely new business models. </p><p>When you add in the transformative impact that AI will have, Tesla becomes a no-brainer for investors seeking long-term growth opportunities. With the development of more capable autonomous driving being a matter of <em>when</em> rather than <em>if</em>, investors can grab Tesla shares today at a discount relative to its future potential while Wall Street continues to view it as merely an EV company. </p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Reasons Tesla Stock Will Keep Driving Higher</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\">\n2 Reasons Tesla Stock Will Keep Driving Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-12 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/10/12/2-reasons-tesla-stock-will-keep-driving-higher/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSEven with new challengers in the EV market, Tesla continues to reign supreme.Advancements in AI hold the potential to transform Tesla's business potential.Tesla's EV dominance and future AI ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/10/12/2-reasons-tesla-stock-will-keep-driving-higher/\">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","BK4527":"明星科技股","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","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","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4550":"红杉资本持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","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","BK4574":"无人驾驶","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4551":"寇图资本持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","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","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","TSLA":"特斯拉","BK4555":"新能源车","LU2063271972.USD":"富兰克林创新领域基金","LU0823414478.USD":"法巴经典能源转换基金"},"source_url":"https://www.fool.com/investing/2023/10/12/2-reasons-tesla-stock-will-keep-driving-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2374415987","content_text":"KEY POINTSEven with new challengers in the EV market, Tesla continues to reign supreme.Advancements in AI hold the potential to transform Tesla's business potential.Tesla's EV dominance and future AI prospects make it an easy choice for investors.In just two short decades, Tesla has risen from an unknown and obscure start-up to the preeminent electric vehicle pioneer. The company's embrace of research and development and strides in innovation have helped its stock grow more than 20,000% since its debut on the Nasdaq Stock Market. After such a massive run, it's reasonable to wonder if Tesla can maintain this pace. However, recent advancements suggest that Tesla will continue to be a long-term growth superstar. Here are two reasons why Tesla's best days remain ahead and why its stock is a perfect choice for investors looking for a genuine growth opportunity.Image source: Getty Images.The undisputed EV champFor most of this century, drivers looking to ditch the fuel pump had no other option than Tesla. The company's ability to master the difficult task of mass-producing affordable, high-performance electric vehicles (EVs) as early as 2008 made it the most alluring and affordable choice in the emerging industry.However, with estimates projecting a 500% increase in the number of EVs on the road by 2035, new competition has entered the picture to try and capture market share. With legacy automakers and young start-ups making their foray into the EV space, drivers have more options than ever.Yet referring to these new participants as \"competitors\" might give them too much credit. Make no mistake, Tesla still completely dominates the EV market in just about every meaningful category. For example, let's look at sales of EVs in the U.S. during the first six months of 2023. In what was barely even a competition, Tesla outsold a crowded field of the next 19 EV makers combined with more than 325,0000 vehicles sold. The next closest was Chevrolet, with just under 35,000.The harsh reality is that joining the EV race has proven more difficult for Tesla's rivals than they may have thought. Take Ford Motor, for instance. The company recently disclosed that it expects a $4.5 billion loss in its EV sector this year. Even Rivian, one of the more notable up-and-coming EV makers, is struggling as it reported an average loss of $33,000 per vehicle.The simple fact is that Tesla's position as the champion of EVs remains firm. The company raked in a profit of more than $4 billion from EVs alone in the second quarter of 2023, producing almost 480,000 vehicles. Tesla's industry dominance becomes even more apparent when considering its \"competition\" struggles to make barely 20,000 vehicles in a quarter.Harnessing the power of AIWhile Tesla can attribute most of its success to the EV industry, the most compelling aspect of its long-term value proposition lies in its development and integration of artificial intelligence (AI). Consider autonomous driving. Even though considerable refinement remains before Tesla makes drivers obsolete, the company has achieved a breakthrough in how it trains its full self-driving (FSD) software. With the help of its supercomputer, Dojo, Tesla can now feed video collected from millions of cars worldwide through its AI-powered neural networks that interpret the data and learn how to drive. With this advancement, Tesla can achieve greater vehicle autonomy at a much faster pace than before. This is because programmers are no longer required to hard code responses to account for the near-infinite randomness that occurs on the roads. Instead, the AI-powered systems can learn proper responses on their own without the need for tedious hard coding. Now, the only obstacle separating Tesla from greater autonomy is its collection and processing of more video data, a challenge it is uniquely built to overcome thanks to its massive fleet of vehicles. Once Tesla can achieve the coveted Level 4 or 5 of autonomous driving, CEO Elon Musk plans to unveil a robotaxi business. In his usual optimism, Musk has said that he believes Tesla will reach this goal by the end of 2023. More realistic trajectories would likely put this at some time in 2024. Regardless of how soon the robotaxi business launches, there is no denying its potential to transform Tesla's sources of revenue. Musk has told author Walter Isaacson that he believes self-hailing autonomous ridesharing is a product with \"quasi-infinite demand\" and will make Tesla a \"ten-trillion [dollar] company.\" He added that once it is operational, \"people will be talking about this moment in a hundred years.\"The opportunity at handConsidering the increase of demand for electric vehicles and Tesla's leading position in the industry, investing in the company for these reasons alone would be a wise choice. However, labeling Tesla solely as an electric vehicle manufacturer would be a mistake. The truth is that Tesla is a technology company with the potential to make roads safer, harness the power of AI, and create entirely new business models. When you add in the transformative impact that AI will have, Tesla becomes a no-brainer for investors seeking long-term growth opportunities. With the development of more capable autonomous driving being a matter of when rather than if, investors can grab Tesla shares today at a discount relative to its future potential while Wall Street continues to view it as merely an EV company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967799189,"gmtCreate":1670375430942,"gmtModify":1676538354896,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967799189","repostId":"1101532726","repostType":4,"repost":{"id":"1101532726","pubTimestamp":1670333566,"share":"https://ttm.financial/m/news/1101532726?lang=&edition=fundamental","pubTime":"2022-12-06 21:32","market":"us","language":"en","title":"Microsoft: Undervalued With Phenomenal Dividend Growth Prospects","url":"https://stock-news.laohu8.com/highlight/detail?id=1101532726","media":"Seeking Alpha","summary":"SummaryMicrosoft continues to be one of our favorite all-around ideas.During Microsoft’s calendar th","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Microsoft continues to be one of our favorite all-around ideas.</li><li>During Microsoft’s calendar third quarter, the company hauled in $16.9 billion in free cash flow in the period.</li><li>It ended the quarter with a net cash position of $58.6 billion, as its total cash and cash equivalents position swelled to $107.3 billion.</li><li>These cash-based sources of intrinsic value remain key attributes behind the resilience of Microsoft&#39;s fair value estimate.</li><li>Let&#39;s dig into Microsoft and talk about how we derive our fair value estimate and why we think its dividend growth potential is phenomenal.</li></ul><p>We&#39;re playing the long game when it comes to investing, and we still like the areas of large cap growth and big cap tech as a way to generate significant capital appreciation over the long haul. 2022hasn&#39;t been the best year for these areas, but as with any drawdown in some of the strongest free-cash-flow generating, net-cash-rich, secular-growth powerhouses, we believe that they once again will reach new highs -- it may take a bit longer than previously expected, however. Large cap growth, as measured by the Schwab U.S. Large-Cap Growth ETF (SCHG), in which Microsoft Corp. (NASDAQ: MSFT) is one of the top weightings, has been a strong performer the past 5 years.</p><p><img src=\"https://static.tigerbbs.com/136f15c30a44d26c0d140cb429f7c37f\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The area of large cap growth continues to beat the market and trounce that of REITs during the past five years. (Image Source: Morningstar)</p><p>On October 25, 2022, Microsoft reported calendarthird-quarterresults. We had been expecting weakness in the PC (personal computer) market as well as in news and search advertising spending on the basis of the company&#39;s prior outlook, and the quarterly report from the company was generally in line with the trends that we had been anticipating the past several months. We believe the remainder of calendar 2022 and the first half of 2023 will be difficult for Microsoft, but we continue to love the company&#39;s long-term capital appreciation potential.</p><p>As long-term investors, we&#39;re looking past the next few quarters at Microsoft because we know that they are going to be weak, or at least weaker than one might have expected when making forecasts last year. What really matters to the long-term picture at Microsoft, however, is that it continues to generate strong free cash flow, retains an impregnable net cash position on the balance sheet, and builds upon its strong competitive advantages to capture strength at the other side of this ongoing economic weakness.</p><p>During Microsoft&#39;s calendar third quarter, the company hauled in $16.9 billion in free cash flow in the period, and it ended the quarter with a net cash position of $58.6 billion, as its total cash and cash equivalents positioned swelled to $107.3 billion. These cash-based sources of intrinsic value remain key attributes behind the resilience of Microsoft&#39;s fair value estimate. In this note, let&#39;s dig into Microsoft and talk about how we derive our fair value estimate and why we think its dividend growth potential is phenomenal.</p><p><b>Microsoft&#39;s Key Investment Considerations</b><img src=\"https://static.tigerbbs.com/6539adf3832ee2301111d095ea234871\" tg-width=\"640\" tg-height=\"508\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Key Investment Considerations (Image Source: Valuentum)</p><p>Microsoft&#39;s products include operating systems, cloud services, server applications, desktop and server management tools, software development tools, video games, and online advertising. It also designs, manufactures and sells hardware, including PCs, tablets, gaming consoles, and other smart accessories that integrate with its cloud offerings. The Xbox is consistently one of the best selling items during the holiday season.</p><p>Microsoft can&#39;t scoop up its own shares fast enough through its massive buyback program. The firm floats debt with the best credit quality [AAA], and we can&#39;t think of another firm with a better financial profile. Financial discipline and strong execution remain hallmarks of its business, and we don&#39;t think this will change anytime soon.</p><p>Microsoft is not a tech dinosaur, and momentum behind new devices and platforms continues to build. Its cloud-based product suite, Office 365 and Azure, continues to catch favor among consumers and enterprises at impressive rates. This momentum has allowed it to achieve goals in commercial cloud annual recurring revenue well ahead of schedule.</p><p>Years ago, Microsoft acquired LinkedIn for over $26 billion in cash, and the deal has expanded its addressable market, while helping drive engagement across Office 365. The firm&#39;s impressive financial profile gives us confidence in it moving forward, and its tremendous free cash flow generating capacity has not wavered. Its deal withActivision(ATVI) could open up even more opportunities.</p><p>Microsoft&#39;s Windows business has been the bread-and-butter of the company for such a long time, but investor focus has shifted to the company&#39;s other segments as its business model moves towards the cloud. Microsoft is helping drive the transition to cloud-based software products, something that is here to stay.</p><p><b>Microsoft&#39;s Return on Invested Capital</b><img src=\"https://static.tigerbbs.com/beae08a73d8d3465a4e83c12b35de8ad\" tg-width=\"640\" tg-height=\"556\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Return on Invested Capital (Image Source: Valuentum)</p><p>The best measure of a company&#39;s ability to create value for shareholders is expressed by comparing its return on invested capital [ROIC] with its weighted average cost of capital [WACC]. The gap or difference between ROIC and WACC is called the firm&#39;s economic profit spread. Microsoft&#39;s 3-year historical return on invested capital (without goodwill) is 61.3%, which is above the estimate of its cost of capital of 8.1%.</p><p>As such, we assign the firm a ValueCreation rating of excellent. In the chart above, we show the probable path of ROIC in the years ahead based on the estimated volatility of key drivers behind the measure. The solid grey line reflects the most likely outcome, in our opinion, and represents the scenario that results in our fair value estimate. Microsoft is a solid economic profit generator and has been for a long time.</p><p><b>Microsoft&#39;s Cash-Flow-Based Valuation Estimate</b><img src=\"https://static.tigerbbs.com/4903a8152d8fcee83d9ae33dc43f1204\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cash Flow Generation (Image Source: Valuentum)</p><p>Stocks that generate a free cash flow margin (free cash flow divided by total revenue) above 5% are usually considered cash cows. Microsoft&#39;s free cash flow margin has averaged about 32.6% during the past 3 years. As such, we think the firm&#39;s cash flow generation is very strong. The free cash flow measure shown above is derived by taking cash flow from operations less capital expenditures and differs from enterprise free cash flow, which we use in deriving our fair value estimate for the company. At Microsoft, cash flow from operations increased about 47% from levels registered two years ago, while capital expenditures expanded about 55% over the same time period.</p><p><img src=\"https://static.tigerbbs.com/6c1967b6aea8618b70732bc56b4fd25c\" tg-width=\"640\" tg-height=\"560\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Valuation Assumptions (Image Source: Valuentum)</p><p>We think Microsoft is worth $305 per share with a fair value range of $244-$366. The margin of safety around our fair value estimate is driven by the firm&#39;s LOW ValueRisk rating, which is derived from an evaluation of the historical volatility of key valuation drivers and a future assessment of them.</p><p>Our near-term operating forecasts, including revenue and earnings, do not differ much from consensus estimates or management guidance. Our model reflects a compound annual revenue growth rate of 10.6% during the next five years, a pace that is lower than the firm&#39;s 3- year historical compound annual growth rate of 16.4%.</p><p>Our valuation model reflects a 5-year projected average operating margin of 41.8%, which is above Microsoft&#39;s trailing 3- year average. Beyond year 5, we assume free cash flow will grow at an annual rate of 5.3% for the next 15 years and 3% in perpetuity. For Microsoft, we use a 8.1% weighted average cost of capital to discount future free cash flows.</p><p><img src=\"https://static.tigerbbs.com/bcbd60df541ccd072192a83b7275a53f\" tg-width=\"640\" tg-height=\"591\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Valuation Breakdown (Image Source: Valuentum)</p><p><b>Our Fair Value Estimate Range for Microsoft</b><img src=\"https://static.tigerbbs.com/3da72ee43b4295af46e0c75a49afbd0a\" tg-width=\"640\" tg-height=\"378\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Range of Potential Outcomes (Image Source: Valuentum)</p><p>Our discounted cash flow process values each stock on the basis of the present value of all future free cash flows. Although we estimate Microsoft&#39;s fair value at about $305 per share, every company has a range of probable fair values that&#39;s created by the uncertainty of key valuation drivers (like future revenue or earnings, for example). After all, if the future were known with certainty, we wouldn&#39;t see much volatility in the markets as stocks would trade precisely at their known fair values.</p><p>Our ValueRisk rating sets the margin of safety or the fair value range we assign to each stock. In the graph above, we show this probable range of fair values for Microsoft. We think the firm is attractive below $244 per share (the green line), but quite expensive above $366 per share (the red line). The prices that fall along the yellow line, which includes our fair value estimate, represent a reasonable valuation for the firm, in our opinion.</p><p><b>Microsoft&#39;s Strong Dividend Health</b><img src=\"https://static.tigerbbs.com/fe8969dc31d0304e4852f7f9dc1b3e91\" tg-width=\"640\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Cushion Cash Flow Bridge (Image Source: Valuentum)</p><p>The Dividend Cushion Cash Flow Bridge, shown in the image above, illustrates the components of the Dividend Cushion ratio and highlights in detail the many drivers behind it. Microsoft&#39;s Dividend Cushion Cash Flow Bridge reveals that the sum of the company&#39;s 5-year cumulative free cash flow generation, as measured by cash flow from operations less all capital spending, plus its net cash/debt position on the balance sheet, as of the last fiscal year, is greater than the sum of the next 5 years of expected cash dividends paid.</p><p>Because the Dividend Cushion ratio is forward-looking and captures the trajectory of the company&#39;s free cash flow generation and dividend growth, it reveals whether there will be a cash surplus or a cash shortfall at the end of the 5-year period, taking into consideration the leverage on the balance sheet, a key source of risk. On a fundamental basis, we believe companies that have a strong net cash position on the balance sheet and are generating a significant amount of free cash flow are better able to pay and grow their dividend over time.</p><p>Stocks that are buried under a mountain of debt and do not sufficiently cover their dividend with free cash flow are more at risk of a dividend cut or a suspension of growth, all else equal, in our opinion. Generally speaking, the greater the &#39;blue bar&#39; to the right (in the image above) is in the positive, the more durable a company&#39;s dividend, and the greater the &#39;blue bar&#39; to the right is in the negative, the less durable a company&#39;s dividend. Microsoft has substantial excess financial capacity to continue to keep growing its dividend.</p><p><img src=\"https://static.tigerbbs.com/0bdd04bad899fe56c6f725766d8930c5\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Cushion Ratio Deconstruction (Image Source: Valuentum)</p><p>The Dividend Cushion Ratio Deconstruction, shown in the image above, reveals the numerator and denominator of the Dividend Cushion ratio. At the core, the larger the numerator, or the healthier a company&#39;s balance sheet and future free cash flow generation, relative to the denominator, or a company&#39;s cash dividend obligations, the more durable the dividend.</p><p>In the context of the Dividend Cushion ratio, Microsoft&#39;s numerator is larger than its denominator suggesting strong dividend coverage in the future. The Dividend Cushion Ratio Deconstruction image puts sources of free cash in the context of financial obligations next to expected cash dividend payments over the next 5 years on a side-by-side comparison.</p><p>Because the Dividend Cushion ratio and many of its components are forward-looking, our dividend evaluation may change upon subsequent updates as future forecasts are altered to reflect new information, as in the ATVI transaction, for example. Microsoft&#39;s Dividend Cushion ratio stands at 4 at this time of this writing.</p><p><img src=\"https://static.tigerbbs.com/c756a0443a9ad5a780ef4b137628c1c4\" tg-width=\"960\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Dividend Cushion ratio is one of the most powerful financial tools an income or dividend growth investor can use in conjunction with qualitative dividend analysis. The ratio is one-of-a-kind in that it is both free-cash-flow based and forward looking. Since its creation in 2012, the Dividend Cushion ratio has forewarned readers of approximately 50 dividend cuts. We estimate its efficacy at ~90%. (Image Source: Valuentum)</p><p><b>Concluding Thoughts</b></p><p>The next few quarters may be a bit weaker than investors had been expecting at Microsoft, as the gaming markets, PC demand, and general tech spending slow relative to the robust pace of years ago. The software giant has a lot of moving parts, especially with its cloud business and its deal with ATVI, but Microsoft remains a solid free cash flow generator with a fantastic balance sheet, both of which support its $305 per share fair value estimate and lofty Dividend Cushion ratio of 4. Microsoft remains one of our all-around favorite ideas, and it may just turn into the best dividend growth stock over the next few decades. We&#39;re fans.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft: Undervalued With Phenomenal Dividend Growth Prospects</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; 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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\">\nMicrosoft: Undervalued With Phenomenal Dividend Growth Prospects\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 21:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562585-microsoft-undervalued-dividend-growth-prospects><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft continues to be one of our favorite all-around ideas.During Microsoft’s calendar third quarter, the company hauled in $16.9 billion in free cash flow in the period.It ended the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562585-microsoft-undervalued-dividend-growth-prospects\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4562585-microsoft-undervalued-dividend-growth-prospects","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101532726","content_text":"SummaryMicrosoft continues to be one of our favorite all-around ideas.During Microsoft’s calendar third quarter, the company hauled in $16.9 billion in free cash flow in the period.It ended the quarter with a net cash position of $58.6 billion, as its total cash and cash equivalents position swelled to $107.3 billion.These cash-based sources of intrinsic value remain key attributes behind the resilience of Microsoft's fair value estimate.Let's dig into Microsoft and talk about how we derive our fair value estimate and why we think its dividend growth potential is phenomenal.We're playing the long game when it comes to investing, and we still like the areas of large cap growth and big cap tech as a way to generate significant capital appreciation over the long haul. 2022hasn't been the best year for these areas, but as with any drawdown in some of the strongest free-cash-flow generating, net-cash-rich, secular-growth powerhouses, we believe that they once again will reach new highs -- it may take a bit longer than previously expected, however. Large cap growth, as measured by the Schwab U.S. Large-Cap Growth ETF (SCHG), in which Microsoft Corp. (NASDAQ: MSFT) is one of the top weightings, has been a strong performer the past 5 years.The area of large cap growth continues to beat the market and trounce that of REITs during the past five years. (Image Source: Morningstar)On October 25, 2022, Microsoft reported calendarthird-quarterresults. We had been expecting weakness in the PC (personal computer) market as well as in news and search advertising spending on the basis of the company's prior outlook, and the quarterly report from the company was generally in line with the trends that we had been anticipating the past several months. We believe the remainder of calendar 2022 and the first half of 2023 will be difficult for Microsoft, but we continue to love the company's long-term capital appreciation potential.As long-term investors, we're looking past the next few quarters at Microsoft because we know that they are going to be weak, or at least weaker than one might have expected when making forecasts last year. What really matters to the long-term picture at Microsoft, however, is that it continues to generate strong free cash flow, retains an impregnable net cash position on the balance sheet, and builds upon its strong competitive advantages to capture strength at the other side of this ongoing economic weakness.During Microsoft's calendar third quarter, the company hauled in $16.9 billion in free cash flow in the period, and it ended the quarter with a net cash position of $58.6 billion, as its total cash and cash equivalents positioned swelled to $107.3 billion. These cash-based sources of intrinsic value remain key attributes behind the resilience of Microsoft's fair value estimate. In this note, let's dig into Microsoft and talk about how we derive our fair value estimate and why we think its dividend growth potential is phenomenal.Microsoft's Key Investment ConsiderationsKey Investment Considerations (Image Source: Valuentum)Microsoft's products include operating systems, cloud services, server applications, desktop and server management tools, software development tools, video games, and online advertising. It also designs, manufactures and sells hardware, including PCs, tablets, gaming consoles, and other smart accessories that integrate with its cloud offerings. The Xbox is consistently one of the best selling items during the holiday season.Microsoft can't scoop up its own shares fast enough through its massive buyback program. The firm floats debt with the best credit quality [AAA], and we can't think of another firm with a better financial profile. Financial discipline and strong execution remain hallmarks of its business, and we don't think this will change anytime soon.Microsoft is not a tech dinosaur, and momentum behind new devices and platforms continues to build. Its cloud-based product suite, Office 365 and Azure, continues to catch favor among consumers and enterprises at impressive rates. This momentum has allowed it to achieve goals in commercial cloud annual recurring revenue well ahead of schedule.Years ago, Microsoft acquired LinkedIn for over $26 billion in cash, and the deal has expanded its addressable market, while helping drive engagement across Office 365. The firm's impressive financial profile gives us confidence in it moving forward, and its tremendous free cash flow generating capacity has not wavered. Its deal withActivision(ATVI) could open up even more opportunities.Microsoft's Windows business has been the bread-and-butter of the company for such a long time, but investor focus has shifted to the company's other segments as its business model moves towards the cloud. Microsoft is helping drive the transition to cloud-based software products, something that is here to stay.Microsoft's Return on Invested CapitalReturn on Invested Capital (Image Source: Valuentum)The best measure of a company's ability to create value for shareholders is expressed by comparing its return on invested capital [ROIC] with its weighted average cost of capital [WACC]. The gap or difference between ROIC and WACC is called the firm's economic profit spread. Microsoft's 3-year historical return on invested capital (without goodwill) is 61.3%, which is above the estimate of its cost of capital of 8.1%.As such, we assign the firm a ValueCreation rating of excellent. In the chart above, we show the probable path of ROIC in the years ahead based on the estimated volatility of key drivers behind the measure. The solid grey line reflects the most likely outcome, in our opinion, and represents the scenario that results in our fair value estimate. Microsoft is a solid economic profit generator and has been for a long time.Microsoft's Cash-Flow-Based Valuation EstimateCash Flow Generation (Image Source: Valuentum)Stocks that generate a free cash flow margin (free cash flow divided by total revenue) above 5% are usually considered cash cows. Microsoft's free cash flow margin has averaged about 32.6% during the past 3 years. As such, we think the firm's cash flow generation is very strong. The free cash flow measure shown above is derived by taking cash flow from operations less capital expenditures and differs from enterprise free cash flow, which we use in deriving our fair value estimate for the company. At Microsoft, cash flow from operations increased about 47% from levels registered two years ago, while capital expenditures expanded about 55% over the same time period.Valuation Assumptions (Image Source: Valuentum)We think Microsoft is worth $305 per share with a fair value range of $244-$366. The margin of safety around our fair value estimate is driven by the firm's LOW ValueRisk rating, which is derived from an evaluation of the historical volatility of key valuation drivers and a future assessment of them.Our near-term operating forecasts, including revenue and earnings, do not differ much from consensus estimates or management guidance. Our model reflects a compound annual revenue growth rate of 10.6% during the next five years, a pace that is lower than the firm's 3- year historical compound annual growth rate of 16.4%.Our valuation model reflects a 5-year projected average operating margin of 41.8%, which is above Microsoft's trailing 3- year average. Beyond year 5, we assume free cash flow will grow at an annual rate of 5.3% for the next 15 years and 3% in perpetuity. For Microsoft, we use a 8.1% weighted average cost of capital to discount future free cash flows.Valuation Breakdown (Image Source: Valuentum)Our Fair Value Estimate Range for MicrosoftRange of Potential Outcomes (Image Source: Valuentum)Our discounted cash flow process values each stock on the basis of the present value of all future free cash flows. Although we estimate Microsoft's fair value at about $305 per share, every company has a range of probable fair values that's created by the uncertainty of key valuation drivers (like future revenue or earnings, for example). After all, if the future were known with certainty, we wouldn't see much volatility in the markets as stocks would trade precisely at their known fair values.Our ValueRisk rating sets the margin of safety or the fair value range we assign to each stock. In the graph above, we show this probable range of fair values for Microsoft. We think the firm is attractive below $244 per share (the green line), but quite expensive above $366 per share (the red line). The prices that fall along the yellow line, which includes our fair value estimate, represent a reasonable valuation for the firm, in our opinion.Microsoft's Strong Dividend HealthDividend Cushion Cash Flow Bridge (Image Source: Valuentum)The Dividend Cushion Cash Flow Bridge, shown in the image above, illustrates the components of the Dividend Cushion ratio and highlights in detail the many drivers behind it. Microsoft's Dividend Cushion Cash Flow Bridge reveals that the sum of the company's 5-year cumulative free cash flow generation, as measured by cash flow from operations less all capital spending, plus its net cash/debt position on the balance sheet, as of the last fiscal year, is greater than the sum of the next 5 years of expected cash dividends paid.Because the Dividend Cushion ratio is forward-looking and captures the trajectory of the company's free cash flow generation and dividend growth, it reveals whether there will be a cash surplus or a cash shortfall at the end of the 5-year period, taking into consideration the leverage on the balance sheet, a key source of risk. On a fundamental basis, we believe companies that have a strong net cash position on the balance sheet and are generating a significant amount of free cash flow are better able to pay and grow their dividend over time.Stocks that are buried under a mountain of debt and do not sufficiently cover their dividend with free cash flow are more at risk of a dividend cut or a suspension of growth, all else equal, in our opinion. Generally speaking, the greater the 'blue bar' to the right (in the image above) is in the positive, the more durable a company's dividend, and the greater the 'blue bar' to the right is in the negative, the less durable a company's dividend. Microsoft has substantial excess financial capacity to continue to keep growing its dividend.Dividend Cushion Ratio Deconstruction (Image Source: Valuentum)The Dividend Cushion Ratio Deconstruction, shown in the image above, reveals the numerator and denominator of the Dividend Cushion ratio. At the core, the larger the numerator, or the healthier a company's balance sheet and future free cash flow generation, relative to the denominator, or a company's cash dividend obligations, the more durable the dividend.In the context of the Dividend Cushion ratio, Microsoft's numerator is larger than its denominator suggesting strong dividend coverage in the future. The Dividend Cushion Ratio Deconstruction image puts sources of free cash in the context of financial obligations next to expected cash dividend payments over the next 5 years on a side-by-side comparison.Because the Dividend Cushion ratio and many of its components are forward-looking, our dividend evaluation may change upon subsequent updates as future forecasts are altered to reflect new information, as in the ATVI transaction, for example. Microsoft's Dividend Cushion ratio stands at 4 at this time of this writing.The Dividend Cushion ratio is one of the most powerful financial tools an income or dividend growth investor can use in conjunction with qualitative dividend analysis. The ratio is one-of-a-kind in that it is both free-cash-flow based and forward looking. Since its creation in 2012, the Dividend Cushion ratio has forewarned readers of approximately 50 dividend cuts. We estimate its efficacy at ~90%. (Image Source: Valuentum)Concluding ThoughtsThe next few quarters may be a bit weaker than investors had been expecting at Microsoft, as the gaming markets, PC demand, and general tech spending slow relative to the robust pace of years ago. The software giant has a lot of moving parts, especially with its cloud business and its deal with ATVI, but Microsoft remains a solid free cash flow generator with a fantastic balance sheet, both of which support its $305 per share fair value estimate and lofty Dividend Cushion ratio of 4. Microsoft remains one of our all-around favorite ideas, and it may just turn into the best dividend growth stock over the next few decades. We're fans.","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966372041,"gmtCreate":1669428935883,"gmtModify":1676538196234,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966372041","repostId":"2286395195","repostType":4,"repost":{"id":"2286395195","pubTimestamp":1669424451,"share":"https://ttm.financial/m/news/2286395195?lang=&edition=fundamental","pubTime":"2022-11-26 09:00","market":"us","language":"en","title":"93% of Warren Buffett's Portfolio Is in These 4 Sectors","url":"https://stock-news.laohu8.com/highlight/detail?id=2286395195","media":"Motley Fool","summary":"The Oracle of Omaha is a big believer in portfolio concentration.","content":"<html><head></head><body><p>Though there are a lot of great money managers, few can hold a candle to the Oracle of Omaha, Warren Buffett. Since becoming CEO of <b>Berkshire Hathaway</b> in 1965, Buffett has overseen the creation of more than $680 billion in shareholder value and delivered an aggregate return on his company&#39;s Class A shares (BRK.A) of better than 3,600,000%.</p><p>While there is a long list of reasons for Buffett&#39;s success, one of the most overlooked catalysts is portfolio concentration. Despite having more than $345 billion invested in around four dozen securities, 93% of Warren Buffett&#39;s portfolio can be traced to just four sectors.</p><h2>Technology: 44.18% of invested assets</h2><p>Although Buffett&#39;s company owns a half-dozen tech stocks, it&#39;s <b>Apple</b> that accounts for the lion&#39;s share of Berkshire Hathaway&#39;s investment portfolio. As of this past weekend, Apple made up 40% of Berkshire&#39;s invested assets.</p><p>What makes Apple so special is its dominance in a variety of categories. It&#39;s widely regarded as the world&#39;s most valuable brand, and it has an exceptionally loyal customer base. Within the U.S., the company&#39;s iPhone accounts for more than half of all smartphone market share.</p><p>Beyond the physical products that brought the company fame, Apple CEO Tim Cook is leading a multiyear shift that&#39;s designed to promote subscription services. For Apple, subscription services should be a higher-margin segment that leads to predictable quarterly cash flow. In short, it&#39;s a way to mitigate revenue fluctuations tied to physical product replacement cycles.</p><p>The other intriguing investment within tech is Buffett&#39;s newest: <b>Taiwan Semiconductor Manufacturing Company</b>, which is better known as TSMC. What makes this a seemingly no-brainer investment for Buffett is TSMC is the exclusive supplier of silicon processing chips used in Apple&#39;s products.  If the Oracle of Omaha and his investment team expect Apple to outperform over the long run, it&#39;s only logical that its chip supplier would benefit, too.</p><h2>Financials: 24.08% of invested assets</h2><p>Without question, the least surprising aspect of Berkshire Hathaway&#39;s portfolio is that financial stocks play a key role. As of the end of last week, Buffett&#39;s company was invested in 17 financial securities (this includes two exchange-traded funds) that equated to about $83.3 billion in market value.</p><p>The reason Buffett loves putting Berkshire&#39;s money to work in financial stocks is that they get the benefit of time as an ally. Despite recessions being a regular part of the economic cycle, periods of expansion last considerably longer than recessions. Owning an assortment of banks, insurers, and payment providers allows Berkshire Hathaway to take advantage of the natural expansion in U.S. and global gross domestic product -- as well as consumer and enterprise spending -- over time.</p><p>The largest financial in Berkshire&#39;s investment portfolio is <b>Bank of America</b>. At the moment, BofA&#39;s interest rate sensitivity is its biggest catalyst. No large bank stock will see its net interest income fluctuate more with changes to the yield curve than Bank of America. Considering that the Federal Reserve has no choice but to aggressively raise rates in order to tame historically high inflation, BofA is set to generate billions of dollars in added net interest income.</p><p>Credit-services provider <b>American Express</b> is another large and longtime holding. The beauty of AmEx&#39;s operating model is that the company is able to double dip during periods of expansion. In addition to bringing in merchant fees, it also collects interest income and cardholder fees as a lender.</p><h2>Energy: 12.99% of invested assets</h2><p>Prior to 2022, energy stocks hadn&#39;t accounted for more than 8.9% of Warren Buffett&#39;s investment portfolio at any point this century. But that&#39;s changed in a big way, with energy stocks accounting for nearly 13% of invested assets as of this past week.</p><p>The real jaw-dropper is that the $44.9 billion Buffett and his team have apportioned to &#34;energy stocks&#34; are tied up in just two companies: <b>Chevron</b>  and <b>Occidental Petroleum</b>. Berkshire Hathaway also holds $10 billion in preferred stock of Occidental Petroleum that yields 8% annually. This $10 billion <i>isn&#39;t</i> included in the $44.9 billion figure.</p><p>The only reason the Oracle of Omaha would make this bet is if he believed crude oil and natural gas prices would head higher or remain well above their historical average -- and there&#39;s certainly reason to believe that&#39;ll be the case. The pandemic forced most drilling, exploration, and energy infrastructure companies to significantly pare back their investments. When coupled with Russia invading Ukraine in February, it creates a situation where increasing the global oil and gas supply to meet growing demand becomes difficult. It&#39;s a simple situation of demand outpacing supply, with oil and natural gas prices heading higher as a result.</p><p>Additionally, Chevron and Occidental Petroleum are both integrated operators. Although drilling provides the best margins for oil and gas companies, integrated operators can lean on midstream assets, such as pipelines, or downstream assets, like refineries and chemical plants, if energy commodity prices fall.</p><h2>Consumer staples: 11.38% of invested assets</h2><p>The fourth sector that makes up a sizable portion of Warren Buffett&#39;s portfolio is consumer staples. Interestingly, though, the 11.38% weighting, as of last week, would be a low point this century.</p><p>The lure of consumer staples stocks is the predictability of their cash flow and profit potential. No matter how poorly the U.S. economy or stock market performs, people still need to purchase food, beverages, detergent, toothpaste, toilet paper, and so on. This is what makes this sector so appealing during periods of uncertainty, such as we&#39;re experiencing now.</p><p>Warren Buffett&#39;s longest-held stock, <b>Coca-Cola</b>, is a consumer staple. Coca-Cola is one of the most recognized brands in the world, which is a testament to its stellar marketing and its ability to cross generational gaps to engage with consumers.</p><p>Furthermore, Coca-Cola is about as geographically diversified as businesses get. With the exception of North Korea, Cuba, and Russia (the latter is due to its invasion of Ukraine), Coke has ongoing operations in every other country right now. This helps it take advantage of predictable cash flow in developed markets, as well as higher organic growth rates in emerging markets.</p><p>But it is worth noting that, with the exception of grocery chain <b>Kroger</b>, Buffett&#39;s company has shied away from buying consumer staple stocks in recent years. This could be an indication that Buffett&#39;s investing lieutenants, Todd Combs and Ted Weschler, are playing a bigger role in Berkshire Hathaway&#39;s investments. Combs and Weschler have demonstrated a larger appetite for risk-taking when compared to Warren Buffett.</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>93% of Warren Buffett's Portfolio Is in These 4 Sectors</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\">\n93% of Warren Buffett's Portfolio Is in These 4 Sectors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/25/93-warren-buffett-portfolio-is-in-these-4-sectors/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though there are a lot of great money managers, few can hold a candle to the Oracle of Omaha, Warren Buffett. Since becoming CEO of Berkshire Hathaway in 1965, Buffett has overseen the creation of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/25/93-warren-buffett-portfolio-is-in-these-4-sectors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KR":"克罗格","CVX":"雪佛龙","AAPL":"苹果","AXP":"美国运通","OXY":"西方石油","TSM":"台积电","BAC":"美国银行","KO":"可口可乐"},"source_url":"https://www.fool.com/investing/2022/11/25/93-warren-buffett-portfolio-is-in-these-4-sectors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286395195","content_text":"Though there are a lot of great money managers, few can hold a candle to the Oracle of Omaha, Warren Buffett. Since becoming CEO of Berkshire Hathaway in 1965, Buffett has overseen the creation of more than $680 billion in shareholder value and delivered an aggregate return on his company's Class A shares (BRK.A) of better than 3,600,000%.While there is a long list of reasons for Buffett's success, one of the most overlooked catalysts is portfolio concentration. Despite having more than $345 billion invested in around four dozen securities, 93% of Warren Buffett's portfolio can be traced to just four sectors.Technology: 44.18% of invested assetsAlthough Buffett's company owns a half-dozen tech stocks, it's Apple that accounts for the lion's share of Berkshire Hathaway's investment portfolio. As of this past weekend, Apple made up 40% of Berkshire's invested assets.What makes Apple so special is its dominance in a variety of categories. It's widely regarded as the world's most valuable brand, and it has an exceptionally loyal customer base. Within the U.S., the company's iPhone accounts for more than half of all smartphone market share.Beyond the physical products that brought the company fame, Apple CEO Tim Cook is leading a multiyear shift that's designed to promote subscription services. For Apple, subscription services should be a higher-margin segment that leads to predictable quarterly cash flow. In short, it's a way to mitigate revenue fluctuations tied to physical product replacement cycles.The other intriguing investment within tech is Buffett's newest: Taiwan Semiconductor Manufacturing Company, which is better known as TSMC. What makes this a seemingly no-brainer investment for Buffett is TSMC is the exclusive supplier of silicon processing chips used in Apple's products.  If the Oracle of Omaha and his investment team expect Apple to outperform over the long run, it's only logical that its chip supplier would benefit, too.Financials: 24.08% of invested assetsWithout question, the least surprising aspect of Berkshire Hathaway's portfolio is that financial stocks play a key role. As of the end of last week, Buffett's company was invested in 17 financial securities (this includes two exchange-traded funds) that equated to about $83.3 billion in market value.The reason Buffett loves putting Berkshire's money to work in financial stocks is that they get the benefit of time as an ally. Despite recessions being a regular part of the economic cycle, periods of expansion last considerably longer than recessions. Owning an assortment of banks, insurers, and payment providers allows Berkshire Hathaway to take advantage of the natural expansion in U.S. and global gross domestic product -- as well as consumer and enterprise spending -- over time.The largest financial in Berkshire's investment portfolio is Bank of America. At the moment, BofA's interest rate sensitivity is its biggest catalyst. No large bank stock will see its net interest income fluctuate more with changes to the yield curve than Bank of America. Considering that the Federal Reserve has no choice but to aggressively raise rates in order to tame historically high inflation, BofA is set to generate billions of dollars in added net interest income.Credit-services provider American Express is another large and longtime holding. The beauty of AmEx's operating model is that the company is able to double dip during periods of expansion. In addition to bringing in merchant fees, it also collects interest income and cardholder fees as a lender.Energy: 12.99% of invested assetsPrior to 2022, energy stocks hadn't accounted for more than 8.9% of Warren Buffett's investment portfolio at any point this century. But that's changed in a big way, with energy stocks accounting for nearly 13% of invested assets as of this past week.The real jaw-dropper is that the $44.9 billion Buffett and his team have apportioned to \"energy stocks\" are tied up in just two companies: Chevron  and Occidental Petroleum. Berkshire Hathaway also holds $10 billion in preferred stock of Occidental Petroleum that yields 8% annually. This $10 billion isn't included in the $44.9 billion figure.The only reason the Oracle of Omaha would make this bet is if he believed crude oil and natural gas prices would head higher or remain well above their historical average -- and there's certainly reason to believe that'll be the case. The pandemic forced most drilling, exploration, and energy infrastructure companies to significantly pare back their investments. When coupled with Russia invading Ukraine in February, it creates a situation where increasing the global oil and gas supply to meet growing demand becomes difficult. It's a simple situation of demand outpacing supply, with oil and natural gas prices heading higher as a result.Additionally, Chevron and Occidental Petroleum are both integrated operators. Although drilling provides the best margins for oil and gas companies, integrated operators can lean on midstream assets, such as pipelines, or downstream assets, like refineries and chemical plants, if energy commodity prices fall.Consumer staples: 11.38% of invested assetsThe fourth sector that makes up a sizable portion of Warren Buffett's portfolio is consumer staples. Interestingly, though, the 11.38% weighting, as of last week, would be a low point this century.The lure of consumer staples stocks is the predictability of their cash flow and profit potential. No matter how poorly the U.S. economy or stock market performs, people still need to purchase food, beverages, detergent, toothpaste, toilet paper, and so on. This is what makes this sector so appealing during periods of uncertainty, such as we're experiencing now.Warren Buffett's longest-held stock, Coca-Cola, is a consumer staple. Coca-Cola is one of the most recognized brands in the world, which is a testament to its stellar marketing and its ability to cross generational gaps to engage with consumers.Furthermore, Coca-Cola is about as geographically diversified as businesses get. With the exception of North Korea, Cuba, and Russia (the latter is due to its invasion of Ukraine), Coke has ongoing operations in every other country right now. This helps it take advantage of predictable cash flow in developed markets, as well as higher organic growth rates in emerging markets.But it is worth noting that, with the exception of grocery chain Kroger, Buffett's company has shied away from buying consumer staple stocks in recent years. This could be an indication that Buffett's investing lieutenants, Todd Combs and Ted Weschler, are playing a bigger role in Berkshire Hathaway's investments. Combs and Weschler have demonstrated a larger appetite for risk-taking when compared to Warren Buffett.","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968380153,"gmtCreate":1669128432772,"gmtModify":1676538156095,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968380153","repostId":"2285386886","repostType":4,"repost":{"id":"2285386886","pubTimestamp":1669104486,"share":"https://ttm.financial/m/news/2285386886?lang=&edition=fundamental","pubTime":"2022-11-22 16:08","market":"us","language":"en","title":"Apple And Taiwan Semiconductor: Let's Ask Buffett","url":"https://stock-news.laohu8.com/highlight/detail?id=2285386886","media":"Seeking Alpha","summary":"SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his","content":"<html><head></head><body><h2>Summary</h2><ul><li>As a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.</li><li>But from time to time, some of his choices still come as a surprise and his recent position in Taiwan Semiconductor is a notable example.</li><li>The choice is even more puzzling when viewed under the context of his largest holding, Apple.</li><li>There are certainly positives with Taiwan Semiconductor, that is, even when compared to Apple.</li><li>However, I see these positives easily overshadowed by the developing tension between them, which produces mutual but asymmetric damage.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/511f126f81b7dac4ef1687fe1d622bbe\" tg-width=\"1080\" tg-height=\"719\" referrerpolicy=\"no-referrer\"/><span>Jamie McCarthy</span></p><h2>The investment thesis</h2><p>As a long-time Buffett cultist, I feel comfortable saying that I understand most of his investment choices. But occasionally, the grandmaster still manages to make a move that surprises me such as his recent position in TaiwanSemiconductor (NYSE:TSM). To wit, the recent 13F disclosure showed that Buffett opened a sizable position in TSM for the Berkshire Hathaway (BRK.A) (BRK.B) equity portfolio. As you can see from the following chart, his BRK portfolio now holds more than 60.06M shares of TSM with a total worth of over $4.11B. The TSM position is currently the 10thlargest position in the BRK portfolio.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79878ff126c58641fbbd5a5aa3c0b334\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><span>Source: Dataroma.com</span></p><p>The surprise comes in several ways. And the more obvious ways (like Buffett’s allergy to tech businesses) have already been discussed by several other SA authors and I won’t further add to it anymore. Here, I want to explore an angle that is less discussed so far. I want to explain why it feels more puzzling to me, that is besides the fact that Buffett added another tech name to his BRK portfolio, when the TSM position is viewed under the context of his largest holding, Apple (NASDAQ:AAPL). There are certainly positives with TSM, that is, even when compared to AAPL. As we will detail in the next section, it is a high-quality stock in its own right. It boasts a large technological lead in its space and an R&amp;D yield that is even better than AAPL.</p><p>However, I see these positives easily overshadowed by the developing tension between them and also the ongoing deglobalization mega-trend. According to a recentnews report, TSM’s scheduled price raises in 2023 were rejected by AAPL, by far its largest customer. AAPL currently outsources almost all of its processor manufacturing to factories in Taiwan. However, with the U.S. strategic initiatives to push to develop domestic semiconductor foundry capabilities, AAPL (and other U.S. chip players such Advanced Micro Devices (AMD) and NVIDIA (NVDA) too) would be very likely to diversify its chip manufacturing away from TSM. And the damage will be mutual but asymmetric. It is easier for AAPL to find other foundry services to manufacture its chips, and a lot harder for TSM to find such large clients as AAPL.</p><p>The full impact of such tension and diversification will take time to fully manifest. And TSM’s role as the dominating high-end chipmaker in the world won’t change in the near term. But I see these recent events (such as AAPL’s rejection of the price raises and the recent passing of the CHIPS act) as the turning point. Taking a broader view, I see these events as a logical step, or even an inevitable step, in the deglobalization process – a mega force that has been unfolding for over 10 years as shown in the chart below. The chart illustrates how globalization, measured as the percentage of total exports out of global GDP, has been in decline since its peak in 2008. The percentage has declined from 61% in 2008 to the to 51.6% in 2020. And since 2020, the China-U.S. trade tension, the COVID, and the Russian/Ukraine war have further quickened its pace.</p><p>In the remainder of this article, I will further analyze the details of these above considerations in more detail.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df9d37af226f63d9047697f699ffa010\" tg-width=\"640\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/><span>Source: The World Bank</span></p><h2>TSM’s valuation advantage</h2><p>First, as mentioned above, there are definitely many positives with TSM even when compared to AAPL. And valuation is an obvious place to start with. As a global leader in the foundry space, it is for sale at a fraction of the overall market and AAPL’s valuation as seen in the chart below.</p><p>To cite a few examples, TSM’s FY1 PE of 12.8x is almost only 1/2 of AAPL’s 24.2x. Its TTM PE of 13.08x is also about only 1/2 of AAPL’s 24.2x. Considering that these stocks have different leverages and enterprise values (“EV”), let&#39;s compare their multiples with leverages adjusted too. As you can see, TSM’s discount is even more dramatic in terms of EV/EBITDA multiples. TSM’s FW EV/EBITDA ratio sits at 7.64x only, less than ½ of AAPL’s 18.18x.</p><p>Yes, as you will see in the next section, TSM is a high-quality stock in its own right. It boasts a large technological lead in its space, further bolstered by its consistent R&amp;D investments and also superb R&amp;D yield that even surpasses AAPL.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd9101b641f06753dca5fee60c5e18ff\" tg-width=\"640\" tg-height=\"496\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>TSM’s more consistent and aggressive R&amp;D</h2><p>As detailed in our earlier articles:</p><blockquote><i>We do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&amp;D efforts sustainably, and B) the overall efficiency of the R&amp;D PROCESS. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&amp;D expenditures, and B) has demonstrated a consistent R&amp;D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).</i></blockquote><p>And both TSM and AAPL can sustainably fund their new R&amp;D efforts with no problem in the long term, as illustrated in the next chart. It shows their R&amp;D expenses over the past 10 years as a percentage of their total sales. A few key observations:</p><ul><li>TSM has been investing very consistently in R&amp;D efforts, on average about 8.0% of its total sales.</li><li>AAPL&#39;s R&amp;D expenses have been climbing since Tim Cook took over the company from Jobs. Jobs believed that innovation is not about money and it &#34;has nothing to do with how much R&amp;D money” a business put in. Then Cook gradually increased the R&amp;D investments to the current level of around 6.1% since 2018.</li><li>So even at AAPL’s current R&amp;D level, TSM is still outspending AAPL by about 200 basis points. And also note TSM’s consistency: the R&amp;D expenses only fluctuated in a very narrow range over the past 10 years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68ba62925d409c0646d95b62223ef4b9\" tg-width=\"640\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/><span>Source: Author</span></p><p>More impressively, TSM’s yield on the R&amp;D investment is also superior to AAPL, which is already at a remarkable level by itself as shown in the next chart. The chart used Buffett’s $1 test on R&amp;D expenses. More specifically, the chart quantifies the R&amp;D yield by taking the ratio between profit and R&amp;D expenditures. Thus, the results show how many dollars of profit are generated per $1 of R&amp;D expenses. In particular, in this chart, my analysis used the operating cash flow (“OPC”) as the profit and also took a 3-year moving average on the OPC to approximate a 3-year R&amp;D cycle. And the key observations are:</p><ul><li>The R&amp;D yield is also consistent for TSM, with an average of $6.75 since 2014.</li><li>AAPL’s picture is a bit more colorful. Its R&amp;D yield has been astronomical ($10+ in 2013 and $8+ in 2014 and 2015) thanks to its almost monopoly status in key market segments in those days. Its R&amp;D yield has gradually declined to around ~$4.0 in recent years. And its long-term average was about $5.3.</li><li>To provide a broader view, the FAAMG group features an average R&amp;D yield of ~$2.5 in recent years.</li><li>Thus, both AAPL and TSM boast superb R&amp;D yields even when compared to the overachievers in the FAAMG pack, and TSM’s yield is even higher than AAPL by a large gap.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e8c1b1427c0babf39d38ec60269d28\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Seeking Alpha data</span></p><h2>Both enjoy high ROCE too, but AAPL is in its own category</h2><p>To me, ROCE (return on capital employed) is the most fundamental profitability metric as detailed in my blog article (with differences compared to ROE and Q&amp;A on the most frequently received questions from our readers). One key reason for its fundamental importance is that the long-term growth rate is governed by ROCE and reinvestment rate (“RR”) in the following simple way:</p><p>Long-Term Growth Rate = ROCE * RR</p><p>The ROCE of TSM and AAPL are shown below for the past 10 years. As you can see, TSM has been maintaining a high ROCE with remarkable consistency here. Its average ROCE has been about 42%. And I cannot overemphasize the consistency – which is a strong indicator of its stable moat. However, AAPL certainly has the upper hand here. Its ROCE is simply a category of its own. It has been hovering around an average of 125% since 2018 after its “declines” from an astronomical (and also unsustainable level in my view) of 200%+ earlier in the decade.</p><p>In terms of RR, both companies have sustainable capital allocation flexibility thanks to their strong cash generation. All told, my analysis shows that TSM has been maintaining an RR in the range between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%.</p><p>So even without the trade tensions and deglobalization process aforementioned, I would project AAPL to have a much better perpetual growth curve ahead than TSM. I projected AAPL’s LT growth rate to be up to 10% (7.5% RR * 125% ROCE ~ 10% annual growth rate). And TSM’s growth rate, on the hand, would be limited to be in the mid-single digit range (say 4% = 10% RR * 42% ROCE).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98b3ddd710705df7ba8e09cb93f9b81a\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Seeking Alpha data</span></p><h2>Risks and final thought</h2><p>But to reiterate, I do see the developing tension between TSM and AAPL and the deglobalization process as the overarching forces here. And I only see the differences in terms of valuation, R&amp;D yields, and profitability to be secondary forces in the years to come. The deglobalization mega-trend has been unfolding since 2008. And I see a series of recent events (such as AAPL’s rejection of TSM’s price raises, the CHIPS act, the ongoing U.S.-China trade frictions, and also the Russian/Ukraine war) to further exacerbate and accelerate the trend. Under such a mega-trend, I see it as inevitable that key chip clients (such as AAPL, AMD, and NVDA) diversify their manufacturing needs away from TSM.</p><p>And the bottom line is that damage will be mutual but asymmetric the way I see things. It is easier for AAPL to find replacement foundry services but a lot harder for TSM to find replacement clients at the scale of AAPL.</p><p><i>This article is written by Envision Research for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple And Taiwan Semiconductor: Let's Ask Buffett</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple And Taiwan Semiconductor: Let's Ask Buffett\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-22 16:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.But from time to time, some of his choices still come as a surprise and his recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett\">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","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285386886","content_text":"SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.But from time to time, some of his choices still come as a surprise and his recent position in Taiwan Semiconductor is a notable example.The choice is even more puzzling when viewed under the context of his largest holding, Apple.There are certainly positives with Taiwan Semiconductor, that is, even when compared to Apple.However, I see these positives easily overshadowed by the developing tension between them, which produces mutual but asymmetric damage.Jamie McCarthyThe investment thesisAs a long-time Buffett cultist, I feel comfortable saying that I understand most of his investment choices. But occasionally, the grandmaster still manages to make a move that surprises me such as his recent position in TaiwanSemiconductor (NYSE:TSM). To wit, the recent 13F disclosure showed that Buffett opened a sizable position in TSM for the Berkshire Hathaway (BRK.A) (BRK.B) equity portfolio. As you can see from the following chart, his BRK portfolio now holds more than 60.06M shares of TSM with a total worth of over $4.11B. The TSM position is currently the 10thlargest position in the BRK portfolio.Source: Dataroma.comThe surprise comes in several ways. And the more obvious ways (like Buffett’s allergy to tech businesses) have already been discussed by several other SA authors and I won’t further add to it anymore. Here, I want to explore an angle that is less discussed so far. I want to explain why it feels more puzzling to me, that is besides the fact that Buffett added another tech name to his BRK portfolio, when the TSM position is viewed under the context of his largest holding, Apple (NASDAQ:AAPL). There are certainly positives with TSM, that is, even when compared to AAPL. As we will detail in the next section, it is a high-quality stock in its own right. It boasts a large technological lead in its space and an R&D yield that is even better than AAPL.However, I see these positives easily overshadowed by the developing tension between them and also the ongoing deglobalization mega-trend. According to a recentnews report, TSM’s scheduled price raises in 2023 were rejected by AAPL, by far its largest customer. AAPL currently outsources almost all of its processor manufacturing to factories in Taiwan. However, with the U.S. strategic initiatives to push to develop domestic semiconductor foundry capabilities, AAPL (and other U.S. chip players such Advanced Micro Devices (AMD) and NVIDIA (NVDA) too) would be very likely to diversify its chip manufacturing away from TSM. And the damage will be mutual but asymmetric. It is easier for AAPL to find other foundry services to manufacture its chips, and a lot harder for TSM to find such large clients as AAPL.The full impact of such tension and diversification will take time to fully manifest. And TSM’s role as the dominating high-end chipmaker in the world won’t change in the near term. But I see these recent events (such as AAPL’s rejection of the price raises and the recent passing of the CHIPS act) as the turning point. Taking a broader view, I see these events as a logical step, or even an inevitable step, in the deglobalization process – a mega force that has been unfolding for over 10 years as shown in the chart below. The chart illustrates how globalization, measured as the percentage of total exports out of global GDP, has been in decline since its peak in 2008. The percentage has declined from 61% in 2008 to the to 51.6% in 2020. And since 2020, the China-U.S. trade tension, the COVID, and the Russian/Ukraine war have further quickened its pace.In the remainder of this article, I will further analyze the details of these above considerations in more detail.Source: The World BankTSM’s valuation advantageFirst, as mentioned above, there are definitely many positives with TSM even when compared to AAPL. And valuation is an obvious place to start with. As a global leader in the foundry space, it is for sale at a fraction of the overall market and AAPL’s valuation as seen in the chart below.To cite a few examples, TSM’s FY1 PE of 12.8x is almost only 1/2 of AAPL’s 24.2x. Its TTM PE of 13.08x is also about only 1/2 of AAPL’s 24.2x. Considering that these stocks have different leverages and enterprise values (“EV”), let's compare their multiples with leverages adjusted too. As you can see, TSM’s discount is even more dramatic in terms of EV/EBITDA multiples. TSM’s FW EV/EBITDA ratio sits at 7.64x only, less than ½ of AAPL’s 18.18x.Yes, as you will see in the next section, TSM is a high-quality stock in its own right. It boasts a large technological lead in its space, further bolstered by its consistent R&D investments and also superb R&D yield that even surpasses AAPL.Source: Seeking Alpha dataTSM’s more consistent and aggressive R&DAs detailed in our earlier articles:We do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D PROCESS. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&D expenditures, and B) has demonstrated a consistent R&D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).And both TSM and AAPL can sustainably fund their new R&D efforts with no problem in the long term, as illustrated in the next chart. It shows their R&D expenses over the past 10 years as a percentage of their total sales. A few key observations:TSM has been investing very consistently in R&D efforts, on average about 8.0% of its total sales.AAPL's R&D expenses have been climbing since Tim Cook took over the company from Jobs. Jobs believed that innovation is not about money and it \"has nothing to do with how much R&D money” a business put in. Then Cook gradually increased the R&D investments to the current level of around 6.1% since 2018.So even at AAPL’s current R&D level, TSM is still outspending AAPL by about 200 basis points. And also note TSM’s consistency: the R&D expenses only fluctuated in a very narrow range over the past 10 years.Source: AuthorMore impressively, TSM’s yield on the R&D investment is also superior to AAPL, which is already at a remarkable level by itself as shown in the next chart. The chart used Buffett’s $1 test on R&D expenses. More specifically, the chart quantifies the R&D yield by taking the ratio between profit and R&D expenditures. Thus, the results show how many dollars of profit are generated per $1 of R&D expenses. In particular, in this chart, my analysis used the operating cash flow (“OPC”) as the profit and also took a 3-year moving average on the OPC to approximate a 3-year R&D cycle. And the key observations are:The R&D yield is also consistent for TSM, with an average of $6.75 since 2014.AAPL’s picture is a bit more colorful. Its R&D yield has been astronomical ($10+ in 2013 and $8+ in 2014 and 2015) thanks to its almost monopoly status in key market segments in those days. Its R&D yield has gradually declined to around ~$4.0 in recent years. And its long-term average was about $5.3.To provide a broader view, the FAAMG group features an average R&D yield of ~$2.5 in recent years.Thus, both AAPL and TSM boast superb R&D yields even when compared to the overachievers in the FAAMG pack, and TSM’s yield is even higher than AAPL by a large gap.Source: Author based on Seeking Alpha dataBoth enjoy high ROCE too, but AAPL is in its own categoryTo me, ROCE (return on capital employed) is the most fundamental profitability metric as detailed in my blog article (with differences compared to ROE and Q&A on the most frequently received questions from our readers). One key reason for its fundamental importance is that the long-term growth rate is governed by ROCE and reinvestment rate (“RR”) in the following simple way:Long-Term Growth Rate = ROCE * RRThe ROCE of TSM and AAPL are shown below for the past 10 years. As you can see, TSM has been maintaining a high ROCE with remarkable consistency here. Its average ROCE has been about 42%. And I cannot overemphasize the consistency – which is a strong indicator of its stable moat. However, AAPL certainly has the upper hand here. Its ROCE is simply a category of its own. It has been hovering around an average of 125% since 2018 after its “declines” from an astronomical (and also unsustainable level in my view) of 200%+ earlier in the decade.In terms of RR, both companies have sustainable capital allocation flexibility thanks to their strong cash generation. All told, my analysis shows that TSM has been maintaining an RR in the range between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%.So even without the trade tensions and deglobalization process aforementioned, I would project AAPL to have a much better perpetual growth curve ahead than TSM. I projected AAPL’s LT growth rate to be up to 10% (7.5% RR * 125% ROCE ~ 10% annual growth rate). And TSM’s growth rate, on the hand, would be limited to be in the mid-single digit range (say 4% = 10% RR * 42% ROCE).Source: Author based on Seeking Alpha dataRisks and final thoughtBut to reiterate, I do see the developing tension between TSM and AAPL and the deglobalization process as the overarching forces here. And I only see the differences in terms of valuation, R&D yields, and profitability to be secondary forces in the years to come. The deglobalization mega-trend has been unfolding since 2008. And I see a series of recent events (such as AAPL’s rejection of TSM’s price raises, the CHIPS act, the ongoing U.S.-China trade frictions, and also the Russian/Ukraine war) to further exacerbate and accelerate the trend. Under such a mega-trend, I see it as inevitable that key chip clients (such as AAPL, AMD, and NVDA) diversify their manufacturing needs away from TSM.And the bottom line is that damage will be mutual but asymmetric the way I see things. It is easier for AAPL to find replacement foundry services but a lot harder for TSM to find replacement clients at the scale of AAPL.This article is written by Envision Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969756368,"gmtCreate":1668531818555,"gmtModify":1676538071702,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969756368","isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960189169,"gmtCreate":1668094689552,"gmtModify":1676538012256,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960189169","repostId":"1157701472","repostType":2,"repost":{"id":"1157701472","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":1668091863,"share":"https://ttm.financial/m/news/1157701472?lang=&edition=fundamental","pubTime":"2022-11-10 22:51","market":"us","language":"en","title":"Major Semiconductor Stocks Cheered up in Morning Trading; AMD and Nvidia Soared Over 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1157701472","media":"Tiger Newspress","summary":"Major semiconductor stocks cheered up in morning trading; AMD and NVIDIA Corp soared over 7%.","content":"<html><head></head><body><p>Major semiconductor stocks cheered up in morning trading; <a href=\"https://laohu8.com/S/AMD\">AMD</a> and <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> soared over 7%.<img src=\"https://static.tigerbbs.com/04a611b1fca7b678c9954544e1055d16\" tg-width=\"265\" tg-height=\"395\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Major Semiconductor Stocks Cheered up in Morning Trading; AMD and Nvidia Soared Over 7%</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\">\nMajor Semiconductor Stocks Cheered up in Morning Trading; AMD and Nvidia Soared Over 7%\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\">2022-11-10 22:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Major semiconductor stocks cheered up in morning trading; <a href=\"https://laohu8.com/S/AMD\">AMD</a> and <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> soared over 7%.<img src=\"https://static.tigerbbs.com/04a611b1fca7b678c9954544e1055d16\" tg-width=\"265\" tg-height=\"395\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157701472","content_text":"Major semiconductor stocks cheered up in morning trading; AMD and NVIDIA Corp soared over 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987355738,"gmtCreate":1667831292224,"gmtModify":1676537970914,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987355738","repostId":"2281360707","repostType":2,"repost":{"id":"2281360707","pubTimestamp":1667830139,"share":"https://ttm.financial/m/news/2281360707?lang=&edition=fundamental","pubTime":"2022-11-07 22:08","market":"us","language":"en","title":"1 Big Bet Alphabet Is Focusing On for the Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=2281360707","media":"Motley Fool","summary":"This multinational technology conglomerate plans to weave artificial intelligence into every aspect of its business.","content":"<html><head></head><body><p><b>Alphabet</b> released a terrible earnings report on Oct. 25. And since the company has few good things to say about its near-term prospects in the online ad market, its primary source of revenue, CEO Sundar Pichai chose to talk about the company&#39;s best long-term opportunities. </p><p>Here is one opportunity that he thinks is one of its best bets over the long term.</p><h2>Alphabet built an AI-first company</h2><p>Google has dabbled in artificial intelligence (AI) since Larry Page and Sergey Brin founded the company in 1998. However, it took until 2011 before hardware architecture was powerful and cheap enough to make widespread use of AI possible -- sparking an explosion of AI use globally. And it did not take long before Google became very active in building its AI capabilities. </p><p>According to RS Components rankings, Alphabet acquired the most AI start-ups between 2009 and 2020, possibly assembling the best collection of AI talent worldwide. Included in the acquisition spree was its 2014 acquisition of DeepMind, a company known for employing some of the best AI researchers in the world.</p><p>In 2015, Google started using its homegrown Tensor Processing Unit (TPU) within its data centers to power AI applications for over 100 Google products like Street View. A TPU is a custom-made chipset purpose-built for machine learning. These TPUs ran on TensorFlow, a software platform able to prepare data, build AI models, deploy models, and run models in production. </p><p>Consequently, Alphabet became one of the first companies with the technologies and skills needed to complete an AI project by itself, from hardware to software to algorithms to data -- a full-stack AI company.</p><p>Alphabet soon publicized its change from a mobile-first company to an AI-first company when current Alphabet CEO Sundar Pichai announced the change at his Google I/O 2017 keynote.</p><h2>How AI improves Google&#39;s products</h2><p>In its third-quarter 2022 earnings call, Pichai gave several examples of how Google uses AI within its products. In particular, voice and image searches are crucial to the company&#39;s plans.</p><p>According to several surveys, many consumers prefer to search by voice instead of typing. So the demand is there for a good voice-to-text product. But, unfortunately, many voice assistants still leave much to be desired.</p><p>Pichai highlighted two efforts to improve voice chat during the call, Sparrow and Language Model for Dialogue Applications (LaMDA).</p><p>Google designed LaMDA to understand and respond to a user in a natural, conversational way that the average chatbot using narrow, predefined scripts cannot accomplish. The goal is to build a virtual assistant that can hold a conversation nearly indistinguishable from a human. You can judge LaMDA&#39;s progress by downloading and using AI Test Kitchen, a Google app that contains LaMDA.</p><p>Sparrow is a product developed by Google subsidiary DeepMind designed to train conversation AI, helping the AI avoid generating inaccurate or invented information, using discriminatory language, or encouraging unsafe behavior.</p><p>In addition to developing voice products using advanced AI techniques, Alphabet is developing Google Lens, a product designed to perform visual searches on images or using a phone camera. For example, Lens can identify inanimate objects, plants, and animals. It can also search the web for assistance in solving schoolwork problems in math, history, chemistry, biology, physics, and more simply by pointing a camera at a question or equation.</p><p>Lastly, Lens has a translation feature. It can translate text within an image from over 100 languages and instantly display the translation. So, for instance, Lens can translate text on menus or street signs in 100 milliseconds and uses AI to swap out the original text to display the newly translated text within the image, matching the original style.</p><h2>Should you invest?</h2><p>Some analysts estimate the total addressable market for AI to be well past $1 trillion by 2030. And Alphabet is one of the best-positioned companies in the world to profit from the opportunity.</p><p>However, the company&#39;s near-term prospects look awful, despite AI&#39;s fantastic long-term promise. Third-quarter revenue growth decelerated to 6% from 41% in the year-ago period as Google remains challenged by the poor economy. In addition, its diluted earnings per share dropped 24% year over year to $1.06. Considering that it plans to continue slowing head count growth into 2023, Alphabet appears to be preparing for things to worsen.</p><p>Currently, Alphabet sells for a price-to-earnings ratio (P/E) ratio of 17, well below its median P/E ratio of 27.02 over the past 10 years. So, you could make a strong argument that once the downturn in the ad market ends and revenue growth reaccelerates, Alphabet will sell at a much higher valuation.</p><p>If you can withstand short-term downside, you should squirrel away a few shares ahead of the oncoming winter.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Big Bet Alphabet Is Focusing On for the Long Term</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Big Bet Alphabet Is Focusing On for the Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-07 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/07/1-big-bet-alphabet-is-focusing-on-for-the-long-ter/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet released a terrible earnings report on Oct. 25. And since the company has few good things to say about its near-term prospects in the online ad market, its primary source of revenue, CEO ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/07/1-big-bet-alphabet-is-focusing-on-for-the-long-ter/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/11/07/1-big-bet-alphabet-is-focusing-on-for-the-long-ter/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281360707","content_text":"Alphabet released a terrible earnings report on Oct. 25. And since the company has few good things to say about its near-term prospects in the online ad market, its primary source of revenue, CEO Sundar Pichai chose to talk about the company's best long-term opportunities. Here is one opportunity that he thinks is one of its best bets over the long term.Alphabet built an AI-first companyGoogle has dabbled in artificial intelligence (AI) since Larry Page and Sergey Brin founded the company in 1998. However, it took until 2011 before hardware architecture was powerful and cheap enough to make widespread use of AI possible -- sparking an explosion of AI use globally. And it did not take long before Google became very active in building its AI capabilities. According to RS Components rankings, Alphabet acquired the most AI start-ups between 2009 and 2020, possibly assembling the best collection of AI talent worldwide. Included in the acquisition spree was its 2014 acquisition of DeepMind, a company known for employing some of the best AI researchers in the world.In 2015, Google started using its homegrown Tensor Processing Unit (TPU) within its data centers to power AI applications for over 100 Google products like Street View. A TPU is a custom-made chipset purpose-built for machine learning. These TPUs ran on TensorFlow, a software platform able to prepare data, build AI models, deploy models, and run models in production. Consequently, Alphabet became one of the first companies with the technologies and skills needed to complete an AI project by itself, from hardware to software to algorithms to data -- a full-stack AI company.Alphabet soon publicized its change from a mobile-first company to an AI-first company when current Alphabet CEO Sundar Pichai announced the change at his Google I/O 2017 keynote.How AI improves Google's productsIn its third-quarter 2022 earnings call, Pichai gave several examples of how Google uses AI within its products. In particular, voice and image searches are crucial to the company's plans.According to several surveys, many consumers prefer to search by voice instead of typing. So the demand is there for a good voice-to-text product. But, unfortunately, many voice assistants still leave much to be desired.Pichai highlighted two efforts to improve voice chat during the call, Sparrow and Language Model for Dialogue Applications (LaMDA).Google designed LaMDA to understand and respond to a user in a natural, conversational way that the average chatbot using narrow, predefined scripts cannot accomplish. The goal is to build a virtual assistant that can hold a conversation nearly indistinguishable from a human. You can judge LaMDA's progress by downloading and using AI Test Kitchen, a Google app that contains LaMDA.Sparrow is a product developed by Google subsidiary DeepMind designed to train conversation AI, helping the AI avoid generating inaccurate or invented information, using discriminatory language, or encouraging unsafe behavior.In addition to developing voice products using advanced AI techniques, Alphabet is developing Google Lens, a product designed to perform visual searches on images or using a phone camera. For example, Lens can identify inanimate objects, plants, and animals. It can also search the web for assistance in solving schoolwork problems in math, history, chemistry, biology, physics, and more simply by pointing a camera at a question or equation.Lastly, Lens has a translation feature. It can translate text within an image from over 100 languages and instantly display the translation. So, for instance, Lens can translate text on menus or street signs in 100 milliseconds and uses AI to swap out the original text to display the newly translated text within the image, matching the original style.Should you invest?Some analysts estimate the total addressable market for AI to be well past $1 trillion by 2030. And Alphabet is one of the best-positioned companies in the world to profit from the opportunity.However, the company's near-term prospects look awful, despite AI's fantastic long-term promise. Third-quarter revenue growth decelerated to 6% from 41% in the year-ago period as Google remains challenged by the poor economy. In addition, its diluted earnings per share dropped 24% year over year to $1.06. Considering that it plans to continue slowing head count growth into 2023, Alphabet appears to be preparing for things to worsen.Currently, Alphabet sells for a price-to-earnings ratio (P/E) ratio of 17, well below its median P/E ratio of 27.02 over the past 10 years. So, you could make a strong argument that once the downturn in the ad market ends and revenue growth reaccelerates, Alphabet will sell at a much higher valuation.If you can withstand short-term downside, you should squirrel away a few shares ahead of the oncoming winter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984809012,"gmtCreate":1667579567637,"gmtModify":1676537940804,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9984809012","repostId":"2280464574","repostType":2,"repost":{"id":"2280464574","pubTimestamp":1667576239,"share":"https://ttm.financial/m/news/2280464574?lang=&edition=fundamental","pubTime":"2022-11-04 23:37","market":"us","language":"en","title":"AMD Is On the Rise Despite Missing Earnings. Why?","url":"https://stock-news.laohu8.com/highlight/detail?id=2280464574","media":"Motley Fool","summary":"Investors seem to have ignored a significant slowdown in AMD's growth rate.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices </a> stock missed analyst estimates on revenue and earnings. Declines in the PC market have hit AMD hard as the stock suffers through a bear market.</p><p>But despite that bad news, the semiconductor stock is on the rise following the report. Is that a reason to buy? Let&#39;s take a closer look.</p><h2>AMD&#39;s earnings conundrum</h2><p>On the surface, AMD&#39;s results appear robust. Revenue for the third quarter of 2022 came in at $5.6 billion, climbing by 29% year over year. Non-GAAP net income of $1.1 billion rose 23%. A higher cost of goods sold reduced margins. AMD also spent heavily on both research and development and marketing, general, and administrative expenses.</p><p>Despite the increases, revenue fell short of expectations, since analysts expected revenue of $5.62 billion. Moreover, AMD increased its share count by 34% to over 1.6 billion to fund its Xilinx acquisition. Thus, non-GAAP earnings per share fell 8% to $0.67 per share, just below the $0.68 per share estimate.</p><p>AMD forecast 2022 revenue of $23.5 billion at the midpoint, which requires a considerable downward revision from the previously estimated $26.3 billion it predicted after the second quarter.</p><p>CEO Lisa Su blamed slowing PC sales, reflecting the struggles of <b>Intel</b>, which reported a similar decline in its Q3 earnings report. Lockdowns in China further pressured revenues.</p><p>Consequently, AMD stock has dropped by almost 65% since reaching an all-time high of nearly $165 per share almost one year ago. But that level of decline is not unusual, given the drop in its closest peers and the tech sector in general.</p><h2>Shifting perspectives</h2><p>Investors may have begun to adjust their perspective, returning to a pre-pandemic view of the PC market. Since the advent of <b>Apple</b>&#39;s iPhone, the smartphone has started to replace many functions performed by the PC. Hence, investors and companies had focused less on that market by the end of the last decade.</p><p>Admittedly, PC demand rose during the pandemic as many workers had to purchase a PC to work from home. But many of these workers have now returned to the office. And considering that PCs last up to 10 years, that market will likely remain sluggish for years to come.</p><p>AMD has also increasingly emphasized the data center and embedded segments. In these areas, AMD&#39;s sales remained robust.</p><p>In Q3, data center revenue came in at $1.6 billion, a 45% increase year over year. Embedded segment revenue jumped to $1.3 billion, up from $100 million in the year-ago quarter. The embedded segment&#39;s growth surged thanks to the acquisition of Xilinx in February.</p><p>Valuation could have also influenced the buying decision. Currently, AMD stock sells for about 25 times earnings. That exceeds the price-to-earnings ratios of rival Intel and one of its principal fabs, <b>Taiwan Semiconductor</b>.</p><p>However, that is the lowest P/E ratio for AMD since Su became CEO in 2014. Moreover, the valuation may have fallen too far, considering that Q3 non-GAAP income growth was 23% despite a slowdown in the business.</p><h2>Consider AMD</h2><p>At these levels, investors should consider adding AMD shares. From a macro perspective, investors should have expected the PC market to cool off following the end of lockdowns.</p><p>Growth numbers in the data center and embedded markets indicate those segments can carry AMD. Given the likelihood that the drop in AMD stock prices in its recent struggles, investors should feel safe adding shares at current levels.</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>AMD Is On the Rise Despite Missing Earnings. Why?</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\">\nAMD Is On the Rise Despite Missing Earnings. Why?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-04 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/04/amd-is-on-the-rise-despite-missing-earnings-why/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices  stock missed analyst estimates on revenue and earnings. Declines in the PC market have hit AMD hard as the stock suffers through a bear market.But despite that bad news, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/04/amd-is-on-the-rise-despite-missing-earnings-why/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2022/11/04/amd-is-on-the-rise-despite-missing-earnings-why/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280464574","content_text":"Advanced Micro Devices  stock missed analyst estimates on revenue and earnings. Declines in the PC market have hit AMD hard as the stock suffers through a bear market.But despite that bad news, the semiconductor stock is on the rise following the report. Is that a reason to buy? Let's take a closer look.AMD's earnings conundrumOn the surface, AMD's results appear robust. Revenue for the third quarter of 2022 came in at $5.6 billion, climbing by 29% year over year. Non-GAAP net income of $1.1 billion rose 23%. A higher cost of goods sold reduced margins. AMD also spent heavily on both research and development and marketing, general, and administrative expenses.Despite the increases, revenue fell short of expectations, since analysts expected revenue of $5.62 billion. Moreover, AMD increased its share count by 34% to over 1.6 billion to fund its Xilinx acquisition. Thus, non-GAAP earnings per share fell 8% to $0.67 per share, just below the $0.68 per share estimate.AMD forecast 2022 revenue of $23.5 billion at the midpoint, which requires a considerable downward revision from the previously estimated $26.3 billion it predicted after the second quarter.CEO Lisa Su blamed slowing PC sales, reflecting the struggles of Intel, which reported a similar decline in its Q3 earnings report. Lockdowns in China further pressured revenues.Consequently, AMD stock has dropped by almost 65% since reaching an all-time high of nearly $165 per share almost one year ago. But that level of decline is not unusual, given the drop in its closest peers and the tech sector in general.Shifting perspectivesInvestors may have begun to adjust their perspective, returning to a pre-pandemic view of the PC market. Since the advent of Apple's iPhone, the smartphone has started to replace many functions performed by the PC. Hence, investors and companies had focused less on that market by the end of the last decade.Admittedly, PC demand rose during the pandemic as many workers had to purchase a PC to work from home. But many of these workers have now returned to the office. And considering that PCs last up to 10 years, that market will likely remain sluggish for years to come.AMD has also increasingly emphasized the data center and embedded segments. In these areas, AMD's sales remained robust.In Q3, data center revenue came in at $1.6 billion, a 45% increase year over year. Embedded segment revenue jumped to $1.3 billion, up from $100 million in the year-ago quarter. The embedded segment's growth surged thanks to the acquisition of Xilinx in February.Valuation could have also influenced the buying decision. Currently, AMD stock sells for about 25 times earnings. That exceeds the price-to-earnings ratios of rival Intel and one of its principal fabs, Taiwan Semiconductor.However, that is the lowest P/E ratio for AMD since Su became CEO in 2014. Moreover, the valuation may have fallen too far, considering that Q3 non-GAAP income growth was 23% despite a slowdown in the business.Consider AMDAt these levels, investors should consider adding AMD shares. From a macro perspective, investors should have expected the PC market to cool off following the end of lockdowns.Growth numbers in the data center and embedded markets indicate those segments can carry AMD. Given the likelihood that the drop in AMD stock prices in its recent struggles, investors should feel safe adding shares at current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982218075,"gmtCreate":1667184042998,"gmtModify":1676537873042,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982218075","repostId":"1151692897","repostType":2,"repost":{"id":"1151692897","pubTimestamp":1667181433,"share":"https://ttm.financial/m/news/1151692897?lang=&edition=fundamental","pubTime":"2022-10-31 09:57","market":"sg","language":"en","title":"3 Billion-Dollar Singapore Blue-Chip Stocks That Paid Out Increasing Dividends","url":"https://stock-news.laohu8.com/highlight/detail?id=1151692897","media":"The Smart Investor","summary":"These three blue-chip stocks are displaying a healthy trend of rising dividends.During times of econ","content":"<html><head></head><body><p>These three blue-chip stocks are displaying a healthy trend of rising dividends.</p><p><img src=\"https://static.tigerbbs.com/b3123c5c3e00c41bf8095e0a1ed5bd38\" tg-width=\"800\" tg-height=\"533\" width=\"100%\" height=\"auto\"/></p><p>During times of economic stress,blue-chip stocks offer the haven that many investors are looking for.</p><p>With their billion-dollar market capitalisations, these companies have built up a strong reputation over the years.</p><p>Many have also weathered tough times and emerged none the worse for wear.</p><p>Investors have been faced with a plethora of worries this year.</p><p>High inflation is threatening to further erode the value of our hard-earned money and crimp consumer demand, resulting in lower revenue and profits for a wide range of businesses.</p><p>Surging interest rates have also raised borrowing costs for businesses and dampened the desire for capital spending.</p><p>As tough times approach, it’s useful to turn to steady, reliable blue-chip stocks.</p><p>It’s a bigger bonus if these stocks also pay out increasing dividends over the years.</p><p>Here are three such stocks that you can consider adding to your buy watchlist.</p><h2>Sembcorp Industries Limited (SGX: U96)</h2><p>Sembcorp Industries Limited, or SCI, is an energy and urban solutions provider with a balanced energy portfolio of more than 15 gigawatts (GW) along with a project portfolio spanning 13,000 hectares.</p><p>The blue-chip utility giant paid a total dividend of S$0.04 for fiscal 2020 (FY2020) and increased it to S$0.05 last year.</p><p>For the first half of 2022 (1H2022), the group reported a strong set of financial numbers and doubled its interim dividend from S$0.02 to S$0.04.</p><p>If last year’s final dividend of S$0.03 per share is maintained, then SCI would have increased its FY2022 dividend to S$0.07 per share, giving the group’s shares a trailing dividend yield of 2.5%.</p><p>Signs are pointing to promising business developments that may support an increase in dividends moving forward.</p><p>Just last month, SCI agreed to divest its Indian energy division for S$2.1 billion to strengthen its balance sheet.</p><p>Last week, an agreement was signed with Pertamina Power Indonesia and IGNIS Energy Holdings to explore the possibility of commercial-scale clean hydrogen production in Indonesia.</p><p>SCI’s solar portfolio in Singapore also hit a new milestone of 535 megawatt-peak of gross installed capacity with its latest SolarNova 7 Project win.</p><p>These moves are in line with SCI’s commitment to go big on renewables and turn its portfolio from brown to green.</p><h2>Wilmar International Limited (SGX: F34)</h2><p>Wilmar is an integrated agribusiness with a business model that covers the entire value chain of the agricultural commodities business.</p><p>The group has more than 500 manufacturing plants and an extensive distribution network spanning more than 50 countries.</p><p>Wilmar has raised its dividend over the last five years without a pause, beginning with S$0.10 per share in FY2017 and ending with S$0.155 in FY2021.</p><p>The group even paid out a special dividend of S$0.065 to shareholders as a bonus.</p><p>The trend of rising dividends looks set to continue.</p><p>Wilmar reported a strong set of earnings for 1H2022 as revenue climbed 22.3% year on year to US$36.1 billion.</p><p>The commodity giant’s core net profit surged 57.8% year on year to US$1.1 billion, and an interim dividend of S$0.06 was declared and paid, the highest for the group since listing.</p><p>The group remains optimistic about its performance as lower commodity prices should restore demand and also improve margins for its downstream business.</p><h2>Yangzijiang Shipbuilding Holdings Limited (SGX: BS6)</h2><p>Yangzijiang Shipbuilding Holdings Limited, or YZJ, is one of the largest shipbuilders in China with five shipyards in Jiangsu province.</p><p>The group manufactures a range of commercial vessels including containerships, bulk carriers, and LNG carriers.</p><p>The shipbuilder raised its dividend from S$0.045 in FY2020 to S$0.05 last year and looks poised to do so again this year.</p><p>The group reported a 70% year on year jump in revenue to RMB 9.7 billion for 1H2022.</p><p>Net profit increased by 32% year on year to S$1.2 billion.</p><p>YZJ boasted an order book of US$8.1 billion as of 30 June 2022 for 134 vessels to be delivered from this year through 2025.</p><p>The group had clinched contracts worth US$1.1 billion to date, achieving more than half of its full-year target of US$2 billion.</p><p>Over at its shipping division, the group has also steadily built up its fleet.</p><p>YZJ had 18 vessels at the end of FY2018 and has since grown this to 29 vessels as of 1H2022.</p><p>With Europe’s consistent coal restocking demand and China’s surge in coal demand to support its economic recovery, the prospects for shipping look bright in the near term.</p></body></html>","source":"lsy1602567310727","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 Billion-Dollar Singapore Blue-Chip Stocks That Paid Out Increasing Dividends</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 Billion-Dollar Singapore Blue-Chip Stocks That Paid Out Increasing Dividends\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 09:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/3-billion-dollar-singapore-blue-chip-stocks-that-paid-out-increasing-dividends/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These three blue-chip stocks are displaying a healthy trend of rising dividends.During times of economic stress,blue-chip stocks offer the haven that many investors are looking for.With their billion-...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/3-billion-dollar-singapore-blue-chip-stocks-that-paid-out-increasing-dividends/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BS6.SI":"扬子江船业","U96.SI":"胜科工业","F34.SI":"丰益国际"},"source_url":"https://thesmartinvestor.com.sg/3-billion-dollar-singapore-blue-chip-stocks-that-paid-out-increasing-dividends/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151692897","content_text":"These three blue-chip stocks are displaying a healthy trend of rising dividends.During times of economic stress,blue-chip stocks offer the haven that many investors are looking for.With their billion-dollar market capitalisations, these companies have built up a strong reputation over the years.Many have also weathered tough times and emerged none the worse for wear.Investors have been faced with a plethora of worries this year.High inflation is threatening to further erode the value of our hard-earned money and crimp consumer demand, resulting in lower revenue and profits for a wide range of businesses.Surging interest rates have also raised borrowing costs for businesses and dampened the desire for capital spending.As tough times approach, it’s useful to turn to steady, reliable blue-chip stocks.It’s a bigger bonus if these stocks also pay out increasing dividends over the years.Here are three such stocks that you can consider adding to your buy watchlist.Sembcorp Industries Limited (SGX: U96)Sembcorp Industries Limited, or SCI, is an energy and urban solutions provider with a balanced energy portfolio of more than 15 gigawatts (GW) along with a project portfolio spanning 13,000 hectares.The blue-chip utility giant paid a total dividend of S$0.04 for fiscal 2020 (FY2020) and increased it to S$0.05 last year.For the first half of 2022 (1H2022), the group reported a strong set of financial numbers and doubled its interim dividend from S$0.02 to S$0.04.If last year’s final dividend of S$0.03 per share is maintained, then SCI would have increased its FY2022 dividend to S$0.07 per share, giving the group’s shares a trailing dividend yield of 2.5%.Signs are pointing to promising business developments that may support an increase in dividends moving forward.Just last month, SCI agreed to divest its Indian energy division for S$2.1 billion to strengthen its balance sheet.Last week, an agreement was signed with Pertamina Power Indonesia and IGNIS Energy Holdings to explore the possibility of commercial-scale clean hydrogen production in Indonesia.SCI’s solar portfolio in Singapore also hit a new milestone of 535 megawatt-peak of gross installed capacity with its latest SolarNova 7 Project win.These moves are in line with SCI’s commitment to go big on renewables and turn its portfolio from brown to green.Wilmar International Limited (SGX: F34)Wilmar is an integrated agribusiness with a business model that covers the entire value chain of the agricultural commodities business.The group has more than 500 manufacturing plants and an extensive distribution network spanning more than 50 countries.Wilmar has raised its dividend over the last five years without a pause, beginning with S$0.10 per share in FY2017 and ending with S$0.155 in FY2021.The group even paid out a special dividend of S$0.065 to shareholders as a bonus.The trend of rising dividends looks set to continue.Wilmar reported a strong set of earnings for 1H2022 as revenue climbed 22.3% year on year to US$36.1 billion.The commodity giant’s core net profit surged 57.8% year on year to US$1.1 billion, and an interim dividend of S$0.06 was declared and paid, the highest for the group since listing.The group remains optimistic about its performance as lower commodity prices should restore demand and also improve margins for its downstream business.Yangzijiang Shipbuilding Holdings Limited (SGX: BS6)Yangzijiang Shipbuilding Holdings Limited, or YZJ, is one of the largest shipbuilders in China with five shipyards in Jiangsu province.The group manufactures a range of commercial vessels including containerships, bulk carriers, and LNG carriers.The shipbuilder raised its dividend from S$0.045 in FY2020 to S$0.05 last year and looks poised to do so again this year.The group reported a 70% year on year jump in revenue to RMB 9.7 billion for 1H2022.Net profit increased by 32% year on year to S$1.2 billion.YZJ boasted an order book of US$8.1 billion as of 30 June 2022 for 134 vessels to be delivered from this year through 2025.The group had clinched contracts worth US$1.1 billion to date, achieving more than half of its full-year target of US$2 billion.Over at its shipping division, the group has also steadily built up its fleet.YZJ had 18 vessels at the end of FY2018 and has since grown this to 29 vessels as of 1H2022.With Europe’s consistent coal restocking demand and China’s surge in coal demand to support its economic recovery, the prospects for shipping look bright in the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982397515,"gmtCreate":1667094263537,"gmtModify":1676537859415,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL.UK\">$1X AAPL(AAPL.UK)$</a>buy buy buy&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL.UK\">$1X AAPL(AAPL.UK)$</a>buy buy buy&nbsp;","text":"$1X AAPL(AAPL.UK)$buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982397515","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983958270,"gmtCreate":1666141122691,"gmtModify":1676537711923,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983958270","repostId":"2276476431","repostType":4,"repost":{"id":"2276476431","pubTimestamp":1666140516,"share":"https://ttm.financial/m/news/2276476431?lang=&edition=fundamental","pubTime":"2022-10-19 08:48","market":"us","language":"en","title":"Elon Musk May Have a Goodie Bag for Tesla Investors and Fans","url":"https://stock-news.laohu8.com/highlight/detail?id=2276476431","media":"TheStreet","summary":"Since early October Tesla has all but disappeared from the radar of its charismatic and sometimes wh","content":"<html><head></head><body><p>Since early October <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> has all but disappeared from the radar of its charismatic and sometimes whimsical CEO and co-founder, Elon Musk.</p><p>Apart from a comment on Twitter to explain that the company had decided not to accelerate the pace of deliveries at the end of each quarter, Musk said little about the electric-vehicle-market leader, which is the bedrock of his immense fortune.</p><p>He gave a scathing response to an investor who asked him how investors should view Tesla moving forward, in light of the recent updates about Optimus, the humanoid robot the EV maker is building.</p><p>&#34;I don’t care about boosting the stock,&#34; the billionaire responded. &#34;But the economic implications are obvious.&#34;</p><h2>Backdrop to the Last Earnings Call of 2022</h2><p>Musk is finalizing the $44 billion acquisition of <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>. Some experts say he will have to sell additional Tesla shares to close the deal.</p><p>Musk has remained silent on this issue, no doubt for regulatory reasons, because the transaction was revived during the quiet period. That&#39;s the time when there must be no formal or informal discussions between management of a public company and investors or analysts.</p><p>In view of this ultradense activity, Tesla appeared not to have been his priority in the past few weeks. But perhaps not:</p><p>The serial entrepreneur has just indicated that he will be present in person on the third-quarter-earnings call, scheduled for 5:30 p.m. U.S. Eastern on Oct. 19.</p><p>Musk will answer questions from the financial community, as well from Tesla shareholders, about the health of the company and its roadmap as a recession looms.</p><p>&#34;Elon, will you be on the call this Wednesday?@elonmusk,&#34; a Twitter user asked him on Oct. 17.</p><p>&#34;Yes,&#34; Musk responded.</p><h2>Is a Stock Buyback in the Offing?</h2><p>The earnings&#39; call will most likely be the last meeting between Musk and the financial community about Tesla in 2022. He announced an event on Oct. 31, but this one is about his artificial intelligence company Neuralink.</p><p>&#34;After a Cinderella story for Tesla since late 2018 it&#39;s been a painful period ... for the company/investors,&#34; Wedbush analyst Dan Ives said on Twitter.</p><p>&#34;It starts with tomorrow [Oct.19] Musk laying out the EV vision for 4Q and into 2023 with some healthy financial direction for the Street. Needs to set hittable targets-key.&#34;</p><p>During his recent interactions with Twitter users, Musk seemed not to rule out the prospect that Tesla might buy back shares in order to boost the stock price to reflect what the company believes to be its true value.</p><p>&#34;Tesla is having PE ratio compression that can be solved only by buyback and/or by 2x earnings increase,&#34; a Twitter user suggested on Oct. 3.</p><p>&#34;Noted,&#34; Musk responded.</p><p>Tesla is on track to meet or exceed its goal of delivering nearly 1.5 million vehicles in 2022. The company delivered 343,830 vehicles during the third quarter.</p><p>In total, the firm delivered 908,573 units over the first nine months of 2022, compared with 936,172 vehicles in full-year 2021. The company had experienced production disruptions at its Shanghai factory due to China&#39;s zero-covid-19 policy and a factory refresh.</p><p>But the firm also opened two new factories in 2022 -- in Berlin and Austin.</p><h2>Possible News About New Tesla Factories</h2><p>On Oct. 19 Tesla might also announce new features of full self-driving, or FSD, its advanced driver-assistance system.</p><p>&#34;(Actually) Smart Summon is almost done,&#34; Musk posted on Twitter on Oct. 18.</p><p>Summon is an autonomous parking feature that enables a Tesla car to leave a parking lot on its own at point A and pick up its owner at point B.</p><p>As a sign that Tesla seems to be weathering the current downturn pretty well, the company has started production of its electric semi truck, with first deliveries to PepsiCo  (<b>PEP</b>)  scheduled for Dec. 1.</p><p>It is also possible that during the earnings&#39; call Musk unveils the locations where Tesla will build its next factories.</p><p>&#34;2022 is the year we will be looking at factory locations to see what makes the most sense, with possibly some announcement by the end of this year,&#34; Musk said during the company&#39;s 2021 fourth-quarter-earnings call last January.</p><p>In addition, the techno king may provide new information on the long-awaited Cybertruck, the production and first deliveries of which are expected in mid-2023.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk May Have a Goodie Bag for Tesla Investors and Fans</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 May Have a Goodie Bag for Tesla Investors and Fans\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 08:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/elon-musk-may-have-a-goodie-bag-for-tesla-investors-and-fans><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since early October Tesla has all but disappeared from the radar of its charismatic and sometimes whimsical CEO and co-founder, Elon Musk.Apart from a comment on Twitter to explain that the company ...</p>\n\n<a href=\"https://www.thestreet.com/investing/elon-musk-may-have-a-goodie-bag-for-tesla-investors-and-fans\">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.thestreet.com/investing/elon-musk-may-have-a-goodie-bag-for-tesla-investors-and-fans","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276476431","content_text":"Since early October Tesla has all but disappeared from the radar of its charismatic and sometimes whimsical CEO and co-founder, Elon Musk.Apart from a comment on Twitter to explain that the company had decided not to accelerate the pace of deliveries at the end of each quarter, Musk said little about the electric-vehicle-market leader, which is the bedrock of his immense fortune.He gave a scathing response to an investor who asked him how investors should view Tesla moving forward, in light of the recent updates about Optimus, the humanoid robot the EV maker is building.\"I don’t care about boosting the stock,\" the billionaire responded. \"But the economic implications are obvious.\"Backdrop to the Last Earnings Call of 2022Musk is finalizing the $44 billion acquisition of Twitter. Some experts say he will have to sell additional Tesla shares to close the deal.Musk has remained silent on this issue, no doubt for regulatory reasons, because the transaction was revived during the quiet period. That's the time when there must be no formal or informal discussions between management of a public company and investors or analysts.In view of this ultradense activity, Tesla appeared not to have been his priority in the past few weeks. But perhaps not:The serial entrepreneur has just indicated that he will be present in person on the third-quarter-earnings call, scheduled for 5:30 p.m. U.S. Eastern on Oct. 19.Musk will answer questions from the financial community, as well from Tesla shareholders, about the health of the company and its roadmap as a recession looms.\"Elon, will you be on the call this Wednesday?@elonmusk,\" a Twitter user asked him on Oct. 17.\"Yes,\" Musk responded.Is a Stock Buyback in the Offing?The earnings' call will most likely be the last meeting between Musk and the financial community about Tesla in 2022. He announced an event on Oct. 31, but this one is about his artificial intelligence company Neuralink.\"After a Cinderella story for Tesla since late 2018 it's been a painful period ... for the company/investors,\" Wedbush analyst Dan Ives said on Twitter.\"It starts with tomorrow [Oct.19] Musk laying out the EV vision for 4Q and into 2023 with some healthy financial direction for the Street. Needs to set hittable targets-key.\"During his recent interactions with Twitter users, Musk seemed not to rule out the prospect that Tesla might buy back shares in order to boost the stock price to reflect what the company believes to be its true value.\"Tesla is having PE ratio compression that can be solved only by buyback and/or by 2x earnings increase,\" a Twitter user suggested on Oct. 3.\"Noted,\" Musk responded.Tesla is on track to meet or exceed its goal of delivering nearly 1.5 million vehicles in 2022. The company delivered 343,830 vehicles during the third quarter.In total, the firm delivered 908,573 units over the first nine months of 2022, compared with 936,172 vehicles in full-year 2021. The company had experienced production disruptions at its Shanghai factory due to China's zero-covid-19 policy and a factory refresh.But the firm also opened two new factories in 2022 -- in Berlin and Austin.Possible News About New Tesla FactoriesOn Oct. 19 Tesla might also announce new features of full self-driving, or FSD, its advanced driver-assistance system.\"(Actually) Smart Summon is almost done,\" Musk posted on Twitter on Oct. 18.Summon is an autonomous parking feature that enables a Tesla car to leave a parking lot on its own at point A and pick up its owner at point B.As a sign that Tesla seems to be weathering the current downturn pretty well, the company has started production of its electric semi truck, with first deliveries to PepsiCo  (PEP)  scheduled for Dec. 1.It is also possible that during the earnings' call Musk unveils the locations where Tesla will build its next factories.\"2022 is the year we will be looking at factory locations to see what makes the most sense, with possibly some announcement by the end of this year,\" Musk said during the company's 2021 fourth-quarter-earnings call last January.In addition, the techno king may provide new information on the long-awaited Cybertruck, the production and first deliveries of which are expected in mid-2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917446625,"gmtCreate":1665575535168,"gmtModify":1676537629888,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917446625","repostId":"2274583523","repostType":2,"repost":{"id":"2274583523","pubTimestamp":1665588301,"share":"https://ttm.financial/m/news/2274583523?lang=&edition=fundamental","pubTime":"2022-10-12 23:25","market":"us","language":"en","title":"2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2274583523","media":"Motley Fool","summary":"Wall Street analysts are bullish on these growth stocks in spite of the bear market.","content":"<html><head></head><body><p>It has been a tough year for investors. The <b>S&amp;P 500</b> last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts view that downturn as a buying opportunity. For instance, <b>Alphabet</b> and <b>Okta</b> both have a consensus rating of buy among analysts right now.</p><p>Better yet, Tigress Financial analyst Ivan Feinseth has a price target of $186 per share on Alphabet, which implies an 87% upside. And Oppenheimer analyst Ittai Kidron has a price target of $115 per share on Okta, which implies a 114% upside.</p><p>Here&#39;s why these growth stocks are worth buying today.</p><h2>Alphabet: A powerbroker in the advertising industry</h2><p>Alphabet is the parent company of search giant Google, a business that commands so much loyalty that it can reasonably be called the gateway to the internet. In fact, Google currently holds more than 90% market share among search engines. But Google also owns the wildly popular online video platform YouTube, which is currently tied with <b>Netflix</b> as the top streaming service as measured by viewing time, according to <b>Nielsen</b>.</p><p>Google has used those highly engaging web properties to position itself as a powerbroker in the advertising industry. It collected a stunning 27.5% of global digital ad spend in 2020, and despite tough competition from tech companies like <b>Amazon</b> and <b>Alibaba</b>, Google will still hold 27.5% market share by 2023, according to eMarketer.</p><p>Meanwhile, Google is also gaining share in cloud computing. Google Cloud captured 8% of cloud infrastructure spending in the second quarter of 2022, up from 5% in the second quarter of 2019, according to Canalys. One of the drivers behind that success is its leadership in the data cloud market, which itself stems from expertise in analytics and artificial intelligence.</p><p>Not surprisingly, Alphabet has delivered stellar financial results like clockwork. Revenue climbed 26% to $278.1 billion in the past year, and free cash flow jumped 11% to $65.2 billion. But investors have good reason to believe that momentum will carry into the coming years.</p><p>Looking ahead, eMarketer says global digital ad spend will grow at nearly 10% per year to reach $876 billion by 2026, and Grand View Research estimates cloud computing spend will grow at nearly 16% per year to reach $1.6 trillion by 2030. That puts Alphabet in front of a massive market opportunity, and with shares trading at a reasonable 4.9 times sales -- a discount to the three-year average of 6.8 times sales -- now is a great time to buy this growth stock.</p><h2>Okta: The most comprehensive identity platform</h2><p>Okta specializes in identity and access management (IAM), a branch of cybersecurity that seeks to ensure only the right people can access applications and resources at the appropriate time. Its platform allows administrators to enforce contextual access policies based on factors like identity, device, and location, and it leans on artificial intelligence to measure risk and authenticate users.</p><p>Okta offers the most comprehensive IAM solution on the market, according to management. Its platform features over 7,000 prebuilt integrations that simplify adoption, making it easy for businesses to integrate identity into workforce applications like <b>Microsoft</b> 365 and <b>Salesforce</b>. Its platform also features developer tools -- acquired from Auth0 last year -- that allow businesses to embed identity into customer applications.</p><p>Unfortunately, the Auth0 integration has weighed on Okta&#39;s financial performance. Revenue climbed 57% to $1.6 billion over the past year, but free cash flow fell 81% to $23 million. Management recently addressed that issue by restructuring its product portfolio to simplify its go-to-market strategy. Investors should keep an eye on the situation, paying close attention to management&#39;s commentary regarding adoption of its customer identity cloud in the coming quarters.</p><p>On the other side of its business, Okta recently bolstered its workforce identity cloud with the launch of an identity governance and administration (IGA) product, Okta Identity Governance. That IGA solution simplifies auditing and compliance for customers, and it streamlines identity workflows with automation. Okta Identity Governance is now live in North America, and the global launch is slated for later this year. Also noteworthy, Okta has a privileged access management (PAM) product set to launch a few quarters down the road, further expanding its workforce identity cloud. PAM solutions are focused on securing superuser accounts and other highly privileged accounts.</p><p>Collectively, Okta&#39;s acquisition of Auth0 and its introduction of IGA and PAM solutions brings its total addressable market to $80 billion, leaving a long runway for growth. And with shares trading at 5.2 times sales -- a steep discount to the three-year average of 28.2 times sales -- now is a great time to buy this stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been a tough year for investors. The S&P 500 last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","OKTA":"Okta Inc."},"source_url":"https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274583523","content_text":"It has been a tough year for investors. The S&P 500 last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts view that downturn as a buying opportunity. For instance, Alphabet and Okta both have a consensus rating of buy among analysts right now.Better yet, Tigress Financial analyst Ivan Feinseth has a price target of $186 per share on Alphabet, which implies an 87% upside. And Oppenheimer analyst Ittai Kidron has a price target of $115 per share on Okta, which implies a 114% upside.Here's why these growth stocks are worth buying today.Alphabet: A powerbroker in the advertising industryAlphabet is the parent company of search giant Google, a business that commands so much loyalty that it can reasonably be called the gateway to the internet. In fact, Google currently holds more than 90% market share among search engines. But Google also owns the wildly popular online video platform YouTube, which is currently tied with Netflix as the top streaming service as measured by viewing time, according to Nielsen.Google has used those highly engaging web properties to position itself as a powerbroker in the advertising industry. It collected a stunning 27.5% of global digital ad spend in 2020, and despite tough competition from tech companies like Amazon and Alibaba, Google will still hold 27.5% market share by 2023, according to eMarketer.Meanwhile, Google is also gaining share in cloud computing. Google Cloud captured 8% of cloud infrastructure spending in the second quarter of 2022, up from 5% in the second quarter of 2019, according to Canalys. One of the drivers behind that success is its leadership in the data cloud market, which itself stems from expertise in analytics and artificial intelligence.Not surprisingly, Alphabet has delivered stellar financial results like clockwork. Revenue climbed 26% to $278.1 billion in the past year, and free cash flow jumped 11% to $65.2 billion. But investors have good reason to believe that momentum will carry into the coming years.Looking ahead, eMarketer says global digital ad spend will grow at nearly 10% per year to reach $876 billion by 2026, and Grand View Research estimates cloud computing spend will grow at nearly 16% per year to reach $1.6 trillion by 2030. That puts Alphabet in front of a massive market opportunity, and with shares trading at a reasonable 4.9 times sales -- a discount to the three-year average of 6.8 times sales -- now is a great time to buy this growth stock.Okta: The most comprehensive identity platformOkta specializes in identity and access management (IAM), a branch of cybersecurity that seeks to ensure only the right people can access applications and resources at the appropriate time. Its platform allows administrators to enforce contextual access policies based on factors like identity, device, and location, and it leans on artificial intelligence to measure risk and authenticate users.Okta offers the most comprehensive IAM solution on the market, according to management. Its platform features over 7,000 prebuilt integrations that simplify adoption, making it easy for businesses to integrate identity into workforce applications like Microsoft 365 and Salesforce. Its platform also features developer tools -- acquired from Auth0 last year -- that allow businesses to embed identity into customer applications.Unfortunately, the Auth0 integration has weighed on Okta's financial performance. Revenue climbed 57% to $1.6 billion over the past year, but free cash flow fell 81% to $23 million. Management recently addressed that issue by restructuring its product portfolio to simplify its go-to-market strategy. Investors should keep an eye on the situation, paying close attention to management's commentary regarding adoption of its customer identity cloud in the coming quarters.On the other side of its business, Okta recently bolstered its workforce identity cloud with the launch of an identity governance and administration (IGA) product, Okta Identity Governance. That IGA solution simplifies auditing and compliance for customers, and it streamlines identity workflows with automation. Okta Identity Governance is now live in North America, and the global launch is slated for later this year. Also noteworthy, Okta has a privileged access management (PAM) product set to launch a few quarters down the road, further expanding its workforce identity cloud. PAM solutions are focused on securing superuser accounts and other highly privileged accounts.Collectively, Okta's acquisition of Auth0 and its introduction of IGA and PAM solutions brings its total addressable market to $80 billion, leaving a long runway for growth. And with shares trading at 5.2 times sales -- a steep discount to the three-year average of 28.2 times sales -- now is a great time to buy this stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917994896,"gmtCreate":1665407462615,"gmtModify":1676537600773,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917994896","repostId":"1119053056","repostType":2,"repost":{"id":"1119053056","pubTimestamp":1665406754,"share":"https://ttm.financial/m/news/1119053056?lang=&edition=fundamental","pubTime":"2022-10-10 20:59","market":"us","language":"en","title":"AMD: Time To Buy As Recession Fears Priced In","url":"https://stock-news.laohu8.com/highlight/detail?id=1119053056","media":"Seeking Alpha","summary":"SummaryPreliminary results' miss in revenues and gross margins leads to further de-risking in manage","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Preliminary results&#39; miss in revenues and gross margins leads to further de-risking in management&#39;s guidance and market consensus, making it attractive to own AMD given what has been priced in.</li><li>Preliminary results and 2Q22 results suggest that data center will remain relatively resilient and meet market expectations.</li><li>In my view, AMD will continue to see a multi-year growth story in data centers as it is well positioned for growth in the industry.</li><li>I think that AMD is one of the stocks to own when recession has been priced in and my 1-year target price is $90.50, implying 40% upside from current levels.</li></ul><p>AMD (NASDAQ: AMD) is down more than 60% from its highs as the market is pricing in fears of recession and a slowdown in growth in the near term as uncertainties in the sectors increase. With so much negative sentiment around the stock, I think that this is the time to buy the stock as the company is one of my preferred stocks to own when the recession is over. This article aims to look at how much of the negatives has been priced in and what the recent preliminary 3Q22 numbers means for AMD.</p><p><img src=\"https://static.tigerbbs.com/7de2520a093acbbadc59c5661eaa39f4\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYChartsInvestment thesis</p><p>AMD has been rather weak for the year of 2022 as the sentiment around the stock started to weaken. It started with fears of cooling of demand, and with these fears materializing as semiconductor companies started to show weakness in their results. AMD&#39;s own set of results has showed weakness, particularly in the PC end market, while the data center remains relatively resilient. However, AMD remains to be well positioned to gain market share, especially in the data center segment, as its competitors looks to be not well positioned in the market in the near term.</p><p>I think that AMD looks attractive as a contrarian investment as the company&#39;s valuation is pricing in recession fears and a material slowdown in growth in the near-term as the economic situation remains uncertain. My 1-year target price for AMD is $90.50, implying 40% upside from current levels.</p><p><b>Opportunities in the miss in preliminary results</b></p><p>Preliminary 3Q22 results came in weaker than expected as the company reported $5.6 billion revenues for the quarter, lower than the guidance of $6.7 billion. This represents a 16% miss in guidance due to a lower-than-expected client revenue as the PC market was weaker than expected. That said, data center, gaming and embedded revenues mostly met expectations given that most of the $1.1 billion miss in revenues came from client revenues.</p><p>Gross margins are expected to be around 50% compared to the guidance of 54%, with the 4 percentage points miss coming from the client segment. This is due to the lower client processor unit shipments, lower selling prices as well as inventory charges. As a result of lower variable compensation expenses, operating expenses is now expected to be $100 million below guidance.</p><p>In my view, the current weaker results as a result of the miss of $1 billion in revenues and lower gross margins brings the company&#39;s results more aligned to market expectations. There have been several data sources showing the negative sentiment around the PC supply chain that led to other companies like Micron (MU) and Nvidia (NVDA) coming out with warnings. Micron, earlier in July, came out to warn that they were seeing a cooling of demand for its chips used in smartphones and PCs. Nvidia, on the other hand, was also warning that the United States restrictions on China may result in weakening sales for the company.</p><p>Given this recent miss of 3Q22 results to guidance, I think that the guidance for 4Q22 could be further de-risked given that a weaker environment will be taken into account in the guidance. Furthermore, the market consensus, in my view, was relatively elevated and with the reductions in estimates after the negative preliminary results, the stock could be further de-risked.</p><p><b>Lessons from 2Q22 results</b></p><p>I think that 2Q22 results could provide us with an opportunity to review our numbers for 3Q22. In 2Q22, AMD expected a decline by mid-teens in the PIC market which were about 2.5% headwind to my estimates for AMD. That said, it managed to pull together 2Q22 results that were broadly meeting expectations and even maintained its full year guidance.</p><p>More importantly, it was evident that AMD continued to gain market share across its portfolio with the 25% year on year growth in PC revenues compared to the -25% year on year growth of Intel (INTC). This was a result of its much higher selling price as AMD moved up the stack.</p><p>For the server segment, AMD did grow CPU units by about 100,000 per quarter as it has done so for the past 5 to 6 quarters and the selling price was also up 20% year on year. While I think we did see server CPU revenues decelerate in the quarter, it was still meeting the expectations on my model in terms of unit growth. As such, servers still seemed to remain robust in 2Q22 and I would think that there is nothing negative to highlight in this segment.</p><p><b>Multi-year data center growth</b></p><p>As can be implied from the 2Q22 results, server revenues continued to be robust in the second quarter with no negatives for the quarter, and this continued on in 3Q22, where the data center segment continued to meet market expectations. I think that this implies that market expectations for the data center segment is just about right and that we will likely not see that much of a miss from the segment.</p><p>In addition, I think that it remains to be the case that AMD will continue to have its market share gain story in the data center segment. Given that Intel&#39;s data center portfolio looks very much out of position in the next few years, this will lead straight up to AMD&#39;s alley as it can continue to grab opportunities in the many years to come. As such, I think that AMD has a strong competitive position in the data center segment and should see solid growth prospects, in my view.</p><p>The main concern for the AMD remains to be the supply situation. AMD would need reliance and access to manufacturing process leadership. This, of course, will have to come from TSMC, while Intel intends to solve this on its own by focusing on its own foundry business.</p><p><b>Valuation</b></p><p>My 1-year target price for AMD is based on a DCF model, forecasting AMD&#39;s financials for the next 5 years, discounting to derive a 2023 target price. Based on this, my 1-year target price for AMD is $90.50, implying 40% upside from current levels. My $90.50 1-year target price implies 20x 2023 P/E multiple, which in my view, shows the de-risked nature of the estimates.</p><p>I think that as recession fears are priced into the stock, it becomes more compelling for investors to add AMD to their portfolios as the risk reward perspective is skewed so positively with the estimates looking very gloomy. Based on the Bloomberg estimates of AMD, it is trading at just 15x 2023 P/E. I think that this is pretty much a steal to anyone used to buying AMD in the P/E multiple range of 30x to 60x from 2018 to 2022.</p><p><b>Risks</b></p><p>Macroeconomic environment</p><p>As a result of almost 35% of revenues being derived from the PC end market, a weakening of the macroeconomic environment will therefore lead to a material slowdown in the PC end market and thus a weaker revenue growth for AMD. As a result, if the macroeconomic environment worsens and we see a severe downturn or a prolonged recession, this will mean that the PC end market demand could be weaker than expected and lead to lower revenue and earnings estimates for AMD.</p><p>Market share risks</p><p>While AMD has been rather successful in gaining market share, it does compete with competent companies which may increase competitive pressures to drive up their own market share. With Intel and Nvidia competing with AMD in the microprocessor and graphics markets respectively, I think there is definitely a risk of material market share losses in these segments. If so, this will then lead to downside revisions to my revenue and earnings estimates for AMD.</p><p>Customer risks</p><p>As Sony (SONY) and Microsoft (MSFT) makes up 35% of its revenues, there could be a negative effect on stock price if there were to be material weakness in orders from either or both companies that will have an effect on my estimates for AMD.</p><p><b>Conclusion</b></p><p>AMD has experienced an extreme change in sentiment from one that was positive to one that is becoming increasingly very negative. As a result, I think that investors can leverage on this negative sentiment and take on a contrarian investment approach with AMD as it looks set to be a winner in the space once the recession ends. I think that its market share gains story remains to be a multi-year development as it remains well positioned in the industry. Given that the company is priced at the 15x 2023 P/E currently, it looks rather reasonable as much of the recession fears and slowdown is priced into the stock. My 1-year target price for AMD is $90.50, implying 40% upside from current levels.</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>AMD: Time To Buy As Recession Fears Priced In</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\">\nAMD: Time To Buy As Recession Fears Priced In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 20:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545402-amd-stock-time-to-buy-recession-fears-priced-in><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPreliminary results' miss in revenues and gross margins leads to further de-risking in management's guidance and market consensus, making it attractive to own AMD given what has been priced in....</p>\n\n<a href=\"https://seekingalpha.com/article/4545402-amd-stock-time-to-buy-recession-fears-priced-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4545402-amd-stock-time-to-buy-recession-fears-priced-in","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119053056","content_text":"SummaryPreliminary results' miss in revenues and gross margins leads to further de-risking in management's guidance and market consensus, making it attractive to own AMD given what has been priced in.Preliminary results and 2Q22 results suggest that data center will remain relatively resilient and meet market expectations.In my view, AMD will continue to see a multi-year growth story in data centers as it is well positioned for growth in the industry.I think that AMD is one of the stocks to own when recession has been priced in and my 1-year target price is $90.50, implying 40% upside from current levels.AMD (NASDAQ: AMD) is down more than 60% from its highs as the market is pricing in fears of recession and a slowdown in growth in the near term as uncertainties in the sectors increase. With so much negative sentiment around the stock, I think that this is the time to buy the stock as the company is one of my preferred stocks to own when the recession is over. This article aims to look at how much of the negatives has been priced in and what the recent preliminary 3Q22 numbers means for AMD.Data byYChartsInvestment thesisAMD has been rather weak for the year of 2022 as the sentiment around the stock started to weaken. It started with fears of cooling of demand, and with these fears materializing as semiconductor companies started to show weakness in their results. AMD's own set of results has showed weakness, particularly in the PC end market, while the data center remains relatively resilient. However, AMD remains to be well positioned to gain market share, especially in the data center segment, as its competitors looks to be not well positioned in the market in the near term.I think that AMD looks attractive as a contrarian investment as the company's valuation is pricing in recession fears and a material slowdown in growth in the near-term as the economic situation remains uncertain. My 1-year target price for AMD is $90.50, implying 40% upside from current levels.Opportunities in the miss in preliminary resultsPreliminary 3Q22 results came in weaker than expected as the company reported $5.6 billion revenues for the quarter, lower than the guidance of $6.7 billion. This represents a 16% miss in guidance due to a lower-than-expected client revenue as the PC market was weaker than expected. That said, data center, gaming and embedded revenues mostly met expectations given that most of the $1.1 billion miss in revenues came from client revenues.Gross margins are expected to be around 50% compared to the guidance of 54%, with the 4 percentage points miss coming from the client segment. This is due to the lower client processor unit shipments, lower selling prices as well as inventory charges. As a result of lower variable compensation expenses, operating expenses is now expected to be $100 million below guidance.In my view, the current weaker results as a result of the miss of $1 billion in revenues and lower gross margins brings the company's results more aligned to market expectations. There have been several data sources showing the negative sentiment around the PC supply chain that led to other companies like Micron (MU) and Nvidia (NVDA) coming out with warnings. Micron, earlier in July, came out to warn that they were seeing a cooling of demand for its chips used in smartphones and PCs. Nvidia, on the other hand, was also warning that the United States restrictions on China may result in weakening sales for the company.Given this recent miss of 3Q22 results to guidance, I think that the guidance for 4Q22 could be further de-risked given that a weaker environment will be taken into account in the guidance. Furthermore, the market consensus, in my view, was relatively elevated and with the reductions in estimates after the negative preliminary results, the stock could be further de-risked.Lessons from 2Q22 resultsI think that 2Q22 results could provide us with an opportunity to review our numbers for 3Q22. In 2Q22, AMD expected a decline by mid-teens in the PIC market which were about 2.5% headwind to my estimates for AMD. That said, it managed to pull together 2Q22 results that were broadly meeting expectations and even maintained its full year guidance.More importantly, it was evident that AMD continued to gain market share across its portfolio with the 25% year on year growth in PC revenues compared to the -25% year on year growth of Intel (INTC). This was a result of its much higher selling price as AMD moved up the stack.For the server segment, AMD did grow CPU units by about 100,000 per quarter as it has done so for the past 5 to 6 quarters and the selling price was also up 20% year on year. While I think we did see server CPU revenues decelerate in the quarter, it was still meeting the expectations on my model in terms of unit growth. As such, servers still seemed to remain robust in 2Q22 and I would think that there is nothing negative to highlight in this segment.Multi-year data center growthAs can be implied from the 2Q22 results, server revenues continued to be robust in the second quarter with no negatives for the quarter, and this continued on in 3Q22, where the data center segment continued to meet market expectations. I think that this implies that market expectations for the data center segment is just about right and that we will likely not see that much of a miss from the segment.In addition, I think that it remains to be the case that AMD will continue to have its market share gain story in the data center segment. Given that Intel's data center portfolio looks very much out of position in the next few years, this will lead straight up to AMD's alley as it can continue to grab opportunities in the many years to come. As such, I think that AMD has a strong competitive position in the data center segment and should see solid growth prospects, in my view.The main concern for the AMD remains to be the supply situation. AMD would need reliance and access to manufacturing process leadership. This, of course, will have to come from TSMC, while Intel intends to solve this on its own by focusing on its own foundry business.ValuationMy 1-year target price for AMD is based on a DCF model, forecasting AMD's financials for the next 5 years, discounting to derive a 2023 target price. Based on this, my 1-year target price for AMD is $90.50, implying 40% upside from current levels. My $90.50 1-year target price implies 20x 2023 P/E multiple, which in my view, shows the de-risked nature of the estimates.I think that as recession fears are priced into the stock, it becomes more compelling for investors to add AMD to their portfolios as the risk reward perspective is skewed so positively with the estimates looking very gloomy. Based on the Bloomberg estimates of AMD, it is trading at just 15x 2023 P/E. I think that this is pretty much a steal to anyone used to buying AMD in the P/E multiple range of 30x to 60x from 2018 to 2022.RisksMacroeconomic environmentAs a result of almost 35% of revenues being derived from the PC end market, a weakening of the macroeconomic environment will therefore lead to a material slowdown in the PC end market and thus a weaker revenue growth for AMD. As a result, if the macroeconomic environment worsens and we see a severe downturn or a prolonged recession, this will mean that the PC end market demand could be weaker than expected and lead to lower revenue and earnings estimates for AMD.Market share risksWhile AMD has been rather successful in gaining market share, it does compete with competent companies which may increase competitive pressures to drive up their own market share. With Intel and Nvidia competing with AMD in the microprocessor and graphics markets respectively, I think there is definitely a risk of material market share losses in these segments. If so, this will then lead to downside revisions to my revenue and earnings estimates for AMD.Customer risksAs Sony (SONY) and Microsoft (MSFT) makes up 35% of its revenues, there could be a negative effect on stock price if there were to be material weakness in orders from either or both companies that will have an effect on my estimates for AMD.ConclusionAMD has experienced an extreme change in sentiment from one that was positive to one that is becoming increasingly very negative. As a result, I think that investors can leverage on this negative sentiment and take on a contrarian investment approach with AMD as it looks set to be a winner in the space once the recession ends. I think that its market share gains story remains to be a multi-year development as it remains well positioned in the industry. Given that the company is priced at the 15x 2023 P/E currently, it looks rather reasonable as much of the recession fears and slowdown is priced into the stock. My 1-year target price for AMD is $90.50, implying 40% upside from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914896570,"gmtCreate":1665220367591,"gmtModify":1676537575220,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914896570","repostId":"2273361809","repostType":2,"repost":{"id":"2273361809","pubTimestamp":1665187741,"share":"https://ttm.financial/m/news/2273361809?lang=&edition=fundamental","pubTime":"2022-10-08 08:09","market":"us","language":"en","title":"AMD Misses Sales Estimates By a Mile -- Time to Sell the Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2273361809","media":"Motley Fool","summary":"Third quarter 2022 sales were deeply impacted by a rapid slump in PCs.","content":"<html><head></head><body><p><b>AMD</b> is the latest semiconductor company to report trouble with the PC (personal computer) market. After more than two years of pandemic-fueled spending on work-from-home equipment, the consumer is getting tapped out on desktop and laptop computers. AMD said it will miss its sales guidance for the third quarter of 2022 in dramatic fashion as a result.</p><p>Shares of AMD are in retreat on the news, but not all is hopeless. Think twice before you sell AMD stock now.</p><h2>AMD&#39;s growth is slowing this year</h2><p>AMD said that its Q3 2022 revenue will be about $5.6 billion, a 29% year-over-year increase but a 15% decrease compared to Q2. Management had previously forecasted $6.7 billion in sales for Q3 back in August.</p><p>The company&#39;s data center segment is still sizzling, albeit at a slower pace than before (the segment was up 83% year-over-year in Q2.) But rapidly evaporating PC demand was the culprit for the big miss. Subsequent to the last quarterly report, management said PC sales have fallen, and now the industry is taking &#34;inventory correction actions,&#34; meaning heavy discounting to move inventory surplus.</p><p>It&#39;s a good time to be in the market for a new computer, but for AMD, PC revenue is expected to be down 40% year-over-year in Q3.</p><table><thead><tr><th><p><b>AMD Segments</b></p></th><th><p><b>Q3 2022 Preliminary Revenue</b></p></th><th><p><b>YoY Growth</b></p></th></tr></thead><tbody><tr><td><p><b>Data Center</b></p></td><td><p>$1.6 billion</p></td><td><p>Up 45%</p></td></tr><tr><td><p><b>Client</b></p></td><td><p>$1.0 billion</p></td><td><p>Down 40%</p></td></tr><tr><td><p><b>Gaming</b></p></td><td><p>$1.6 billion</p></td><td><p>Up 14%</p></td></tr><tr><td><p><b>Embedded (Xilinx Acquisition in February)</b></p></td><td><p>$1.3 billion</p></td><td><p>N/A</p></td></tr><tr><td><p><b>Total</b></p></td><td><p>$5.6 billion</p></td><td><p>Up 29%</p></td></tr></tbody></table><p>Data source: AMD.</p><p>In addition to sharply lower sales (offset by the addition of Xilinx, which now makes up the bulk of the &#34;embedded&#34; segment), AMD also said adjusted gross margins on product sold will also be lower at just 50%. That still represents a jump from the 48% adjusted gross margin from the same quarter in 2021, but it&#39;s nonetheless far lower than the 54% originally projected a couple of months ago.</p><h2>The market knew this was coming</h2><p>Before you sell AMD stock, bear in mind this isn&#39;t exactly earth-shattering news. Later in August, <b>Nvidia</b> provided a bleak picture of consumer-facing product sales. And in early October, <b>Micron Technology </b>gave the most concrete warning yet when it said PC unit sales are now expected to decline by a mid-teens percentage for full-year 2022. Clearly, the industry has deteriorated since AMD&#39;s rosy outlook from the summer.</p><p>Investors were not caught unawares. AMD stock has been dinged by over 30% since its Aug. 2 Q2 report. Sure, the stock market overall had a rough go of things, but the Nasdaq Composite Index is only down about 10% over that period.</p><p>In other words, now probably isn&#39;t the time to panic sell. The market has already discounted the likelihood AMD would miss its guidance.</p><p>The best thing to do is reassess the long-term prospects for this business. AMD is still firing away in its data center business and is getting a positive lift from its acquisition of highly profitable Xilinx early this year. And with <b>Intel</b> signaling it still has a long uphill battle ahead in its own recovery, AMD can continue to win semiconductor design market share in the coming years. Though there are stormy seas ahead for the chip industry overall -- especially with consumer electronics oversupply -- this is still very much a healthy place to be invested in the tech sector with lots of secular tailwinds blowing in its favor.</p><p>Investors should stay tuned for the company to provide a full quarterly update on Nov. 1.</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>AMD Misses Sales Estimates By a Mile -- Time to Sell the Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Misses Sales Estimates By a Mile -- Time to Sell the Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-08 08:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/07/amd-misses-sales-estimates-by-a-mile-time-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD is the latest semiconductor company to report trouble with the PC (personal computer) market. After more than two years of pandemic-fueled spending on work-from-home equipment, the consumer is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/07/amd-misses-sales-estimates-by-a-mile-time-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2022/10/07/amd-misses-sales-estimates-by-a-mile-time-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273361809","content_text":"AMD is the latest semiconductor company to report trouble with the PC (personal computer) market. After more than two years of pandemic-fueled spending on work-from-home equipment, the consumer is getting tapped out on desktop and laptop computers. AMD said it will miss its sales guidance for the third quarter of 2022 in dramatic fashion as a result.Shares of AMD are in retreat on the news, but not all is hopeless. Think twice before you sell AMD stock now.AMD's growth is slowing this yearAMD said that its Q3 2022 revenue will be about $5.6 billion, a 29% year-over-year increase but a 15% decrease compared to Q2. Management had previously forecasted $6.7 billion in sales for Q3 back in August.The company's data center segment is still sizzling, albeit at a slower pace than before (the segment was up 83% year-over-year in Q2.) But rapidly evaporating PC demand was the culprit for the big miss. Subsequent to the last quarterly report, management said PC sales have fallen, and now the industry is taking \"inventory correction actions,\" meaning heavy discounting to move inventory surplus.It's a good time to be in the market for a new computer, but for AMD, PC revenue is expected to be down 40% year-over-year in Q3.AMD SegmentsQ3 2022 Preliminary RevenueYoY GrowthData Center$1.6 billionUp 45%Client$1.0 billionDown 40%Gaming$1.6 billionUp 14%Embedded (Xilinx Acquisition in February)$1.3 billionN/ATotal$5.6 billionUp 29%Data source: AMD.In addition to sharply lower sales (offset by the addition of Xilinx, which now makes up the bulk of the \"embedded\" segment), AMD also said adjusted gross margins on product sold will also be lower at just 50%. That still represents a jump from the 48% adjusted gross margin from the same quarter in 2021, but it's nonetheless far lower than the 54% originally projected a couple of months ago.The market knew this was comingBefore you sell AMD stock, bear in mind this isn't exactly earth-shattering news. Later in August, Nvidia provided a bleak picture of consumer-facing product sales. And in early October, Micron Technology gave the most concrete warning yet when it said PC unit sales are now expected to decline by a mid-teens percentage for full-year 2022. Clearly, the industry has deteriorated since AMD's rosy outlook from the summer.Investors were not caught unawares. AMD stock has been dinged by over 30% since its Aug. 2 Q2 report. Sure, the stock market overall had a rough go of things, but the Nasdaq Composite Index is only down about 10% over that period.In other words, now probably isn't the time to panic sell. The market has already discounted the likelihood AMD would miss its guidance.The best thing to do is reassess the long-term prospects for this business. AMD is still firing away in its data center business and is getting a positive lift from its acquisition of highly profitable Xilinx early this year. And with Intel signaling it still has a long uphill battle ahead in its own recovery, AMD can continue to win semiconductor design market share in the coming years. Though there are stormy seas ahead for the chip industry overall -- especially with consumer electronics oversupply -- this is still very much a healthy place to be invested in the tech sector with lots of secular tailwinds blowing in its favor.Investors should stay tuned for the company to provide a full quarterly update on Nov. 1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915189408,"gmtCreate":1664982571305,"gmtModify":1676537539299,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915189408","repostId":"2273435748","repostType":2,"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912820992,"gmtCreate":1664801641116,"gmtModify":1676537510316,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912820992","repostId":"2272079274","repostType":2,"repost":{"id":"2272079274","pubTimestamp":1664800571,"share":"https://ttm.financial/m/news/2272079274?lang=&edition=fundamental","pubTime":"2022-10-03 20:36","market":"us","language":"en","title":"Better Buy: Berkshire Hathaway or All 30 Dow Jones Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2272079274","media":"Motley Fool","summary":"The Dow Jones Industrial Average is designed to represent where the market is; Berkshire Hathaway is built to beat it.","content":"<html><head></head><body><p>The <b>Dow Jones Industrial Average</b> has for years been the most popular bellwether by which investors measure the performance of the stock market. While the <b>S&amp;P 500</b> might be more representative of the market, tracking the 500 largest stocks in the U.S., the Dow Jones Industrial Average is more selective, representing just 30 large, blue-chip companies across the various sectors of the economy.</p><p>They are not necessarily the 30 largest. Rather, they are selected by a committee based on a variety of factors, but all are well-known, stable, and influential companies. Case in point: The seventh largest company in the world by market cap, <b>Berkshire Hathaway</b>, is not in the Dow, but insurer <b>Travelers Companies</b> is. So, if you wanted to invest in an exchange-traded fund (ETF) that included Warren Buffett&#39;s company, you would have to look elsewhere. Or you could invest in the stock on its own.</p><p>But would you be better off buying shares of Berkshire Hathaway, or all 30 stocks in the Dow Jones Industrial Average?</p><h2>Examining the Dow Jones Industrial Average</h2><p>Before we examine what has made Berkshire Hathaway such a great investment over the years, let&#39;s take a look at the Dow Jones Industrial Average. Aside from its unique construction, there is another key point to know about the Dow: It is price-weighted, as opposed to market cap-weighted. So that means the biggest companies aren&#39;t always the largest positions.</p><p>Currently the three largest holdings in the Dow are <b>UnitedHealth Group</b>, <b>Goldman Sachs</b>, and <b>Home Depot</b>. <b>Apple</b>, the world&#39;s largest company, has just the 14th largest weighting in the index. The Dow has changed some 57 times over the years, with the last change coming in 2020. None of the original stocks remain, as the committee makes changes to reflect the current and future environment, based on its criteria.</p><p><img src=\"https://static.tigerbbs.com/f0869d62a127312f6b8e4301ea405954\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>BRK.B data by YCharts</p><p>Year to date (YTD), the Dow is in bear market territory, down 20.7% through Sept. 30. The S&amp;P 500 is down 24.5%, while the Nasdaq Composite is off 32.3% YTD through Sept. 30. Over the last 10 years through the end of September, it has returned 10.6% annually, and going back 20 years it has an annualized return of 6.8%. Over the past 20 years, it has finished in negative territory for five years dating back to 2003, including this year, with its worst year in 2008 when it fell 33.8%.</p><h2>Berkshire Hathaway has consistently beaten the Dow</h2><p>Berkshire Hathaway is a company that needs little introduction. It is one of the largest and most influential companies in the world, run by chairman and CEO Warren Buffett. The company runs a $300 billion investment portfolio and wholly owns or has a majority stake in some 70 companies -- including retailers, insurers, financial firms, railroads, utilities, and others.</p><p>Over the years, Berkshire&#39;s stock has consistently outperformed the Dow Jones Industrial Average. In the past 20 years, it has finished the year in negative territory only four times, with its worst year in 2008, down 32.1%. This year, the stock is down about 10.6% through Sept. 30. Over that two-decade span, it has beaten the Dow in 13 of the 20 years and has posted an average annual return of 8.9%, which beats the 6.8% return of the Dow. If you go back 10 years, Berkshire Hathaway has an average annual return of 11.8% compared to the Dow&#39;s 10.6% annual return.</p><p>So, looking back on recent history, it is safe to say that Berkshire Hathaway has outperformed the Dow Jones Industrial Average. Does it remain a better buy right now?</p><h2>Berkshire Hathaway is a better buy</h2><p>The stock looks overvalued right now, with a price-to-earnings (P/E) ratio of 54. That is because of a net loss in the second quarter related to investment losses in the portfolio. But in reality, the company posted revenue and operating profit gains in the most recent quarter, so the market expects earnings to bounce back as it has a forward P/E of 18.</p><p>The fact is, Berkshire Hathaway, with its diversified portfolio, excellent management, and some $105 billion in cash on the sidelines, is built to weather markets like this. It typically outperforms the benchmarks during down markets, yet performs largely on par with large-cap growth stocks when the benchmarks are up.</p><p>As Buffett is 92 years old, and vice chair Charlie Munger is 98, the day will come that the company must transition to new leadership. But in reality, the transition has already started. Successors, vice chair Greg Abel and vice chair Ajit Jain, are expected to take over when Buffett steps down, and they have been groomed in the culture, philosophy, and strategy for many years.</p><p>As it has been for the past 50-plus years, Berkshire Hathaway remains the type of all-weather stock that would fit nicely as a core piece in any portfolio. The Dow Jones Industrial Average is built to be the bellwether for where the market is at any given time, but Berkshire Hathaway is built to beat the market, wherever it is at any given time.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Berkshire Hathaway or All 30 Dow Jones Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Berkshire Hathaway or All 30 Dow Jones Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-03 20:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/03/better-buy-berkshire-hathaway-or-all-30-dow-jones/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Dow Jones Industrial Average has for years been the most popular bellwether by which investors measure the performance of the stock market. While the S&P 500 might be more representative of the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/03/better-buy-berkshire-hathaway-or-all-30-dow-jones/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2022/10/03/better-buy-berkshire-hathaway-or-all-30-dow-jones/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272079274","content_text":"The Dow Jones Industrial Average has for years been the most popular bellwether by which investors measure the performance of the stock market. While the S&P 500 might be more representative of the market, tracking the 500 largest stocks in the U.S., the Dow Jones Industrial Average is more selective, representing just 30 large, blue-chip companies across the various sectors of the economy.They are not necessarily the 30 largest. Rather, they are selected by a committee based on a variety of factors, but all are well-known, stable, and influential companies. Case in point: The seventh largest company in the world by market cap, Berkshire Hathaway, is not in the Dow, but insurer Travelers Companies is. So, if you wanted to invest in an exchange-traded fund (ETF) that included Warren Buffett's company, you would have to look elsewhere. Or you could invest in the stock on its own.But would you be better off buying shares of Berkshire Hathaway, or all 30 stocks in the Dow Jones Industrial Average?Examining the Dow Jones Industrial AverageBefore we examine what has made Berkshire Hathaway such a great investment over the years, let's take a look at the Dow Jones Industrial Average. Aside from its unique construction, there is another key point to know about the Dow: It is price-weighted, as opposed to market cap-weighted. So that means the biggest companies aren't always the largest positions.Currently the three largest holdings in the Dow are UnitedHealth Group, Goldman Sachs, and Home Depot. Apple, the world's largest company, has just the 14th largest weighting in the index. The Dow has changed some 57 times over the years, with the last change coming in 2020. None of the original stocks remain, as the committee makes changes to reflect the current and future environment, based on its criteria.BRK.B data by YChartsYear to date (YTD), the Dow is in bear market territory, down 20.7% through Sept. 30. The S&P 500 is down 24.5%, while the Nasdaq Composite is off 32.3% YTD through Sept. 30. Over the last 10 years through the end of September, it has returned 10.6% annually, and going back 20 years it has an annualized return of 6.8%. Over the past 20 years, it has finished in negative territory for five years dating back to 2003, including this year, with its worst year in 2008 when it fell 33.8%.Berkshire Hathaway has consistently beaten the DowBerkshire Hathaway is a company that needs little introduction. It is one of the largest and most influential companies in the world, run by chairman and CEO Warren Buffett. The company runs a $300 billion investment portfolio and wholly owns or has a majority stake in some 70 companies -- including retailers, insurers, financial firms, railroads, utilities, and others.Over the years, Berkshire's stock has consistently outperformed the Dow Jones Industrial Average. In the past 20 years, it has finished the year in negative territory only four times, with its worst year in 2008, down 32.1%. This year, the stock is down about 10.6% through Sept. 30. Over that two-decade span, it has beaten the Dow in 13 of the 20 years and has posted an average annual return of 8.9%, which beats the 6.8% return of the Dow. If you go back 10 years, Berkshire Hathaway has an average annual return of 11.8% compared to the Dow's 10.6% annual return.So, looking back on recent history, it is safe to say that Berkshire Hathaway has outperformed the Dow Jones Industrial Average. Does it remain a better buy right now?Berkshire Hathaway is a better buyThe stock looks overvalued right now, with a price-to-earnings (P/E) ratio of 54. That is because of a net loss in the second quarter related to investment losses in the portfolio. But in reality, the company posted revenue and operating profit gains in the most recent quarter, so the market expects earnings to bounce back as it has a forward P/E of 18.The fact is, Berkshire Hathaway, with its diversified portfolio, excellent management, and some $105 billion in cash on the sidelines, is built to weather markets like this. It typically outperforms the benchmarks during down markets, yet performs largely on par with large-cap growth stocks when the benchmarks are up.As Buffett is 92 years old, and vice chair Charlie Munger is 98, the day will come that the company must transition to new leadership. But in reality, the transition has already started. Successors, vice chair Greg Abel and vice chair Ajit Jain, are expected to take over when Buffett steps down, and they have been groomed in the culture, philosophy, and strategy for many years.As it has been for the past 50-plus years, Berkshire Hathaway remains the type of all-weather stock that would fit nicely as a core piece in any portfolio. The Dow Jones Industrial Average is built to be the bellwether for where the market is at any given time, but Berkshire Hathaway is built to beat the market, wherever it is at any given time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9984809012,"gmtCreate":1667579567637,"gmtModify":1676537940804,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9984809012","repostId":"2280464574","repostType":2,"repost":{"id":"2280464574","pubTimestamp":1667576239,"share":"https://ttm.financial/m/news/2280464574?lang=&edition=fundamental","pubTime":"2022-11-04 23:37","market":"us","language":"en","title":"AMD Is On the Rise Despite Missing Earnings. Why?","url":"https://stock-news.laohu8.com/highlight/detail?id=2280464574","media":"Motley Fool","summary":"Investors seem to have ignored a significant slowdown in AMD's growth rate.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices </a> stock missed analyst estimates on revenue and earnings. Declines in the PC market have hit AMD hard as the stock suffers through a bear market.</p><p>But despite that bad news, the semiconductor stock is on the rise following the report. Is that a reason to buy? Let&#39;s take a closer look.</p><h2>AMD&#39;s earnings conundrum</h2><p>On the surface, AMD&#39;s results appear robust. Revenue for the third quarter of 2022 came in at $5.6 billion, climbing by 29% year over year. Non-GAAP net income of $1.1 billion rose 23%. A higher cost of goods sold reduced margins. AMD also spent heavily on both research and development and marketing, general, and administrative expenses.</p><p>Despite the increases, revenue fell short of expectations, since analysts expected revenue of $5.62 billion. Moreover, AMD increased its share count by 34% to over 1.6 billion to fund its Xilinx acquisition. Thus, non-GAAP earnings per share fell 8% to $0.67 per share, just below the $0.68 per share estimate.</p><p>AMD forecast 2022 revenue of $23.5 billion at the midpoint, which requires a considerable downward revision from the previously estimated $26.3 billion it predicted after the second quarter.</p><p>CEO Lisa Su blamed slowing PC sales, reflecting the struggles of <b>Intel</b>, which reported a similar decline in its Q3 earnings report. Lockdowns in China further pressured revenues.</p><p>Consequently, AMD stock has dropped by almost 65% since reaching an all-time high of nearly $165 per share almost one year ago. But that level of decline is not unusual, given the drop in its closest peers and the tech sector in general.</p><h2>Shifting perspectives</h2><p>Investors may have begun to adjust their perspective, returning to a pre-pandemic view of the PC market. Since the advent of <b>Apple</b>&#39;s iPhone, the smartphone has started to replace many functions performed by the PC. Hence, investors and companies had focused less on that market by the end of the last decade.</p><p>Admittedly, PC demand rose during the pandemic as many workers had to purchase a PC to work from home. But many of these workers have now returned to the office. And considering that PCs last up to 10 years, that market will likely remain sluggish for years to come.</p><p>AMD has also increasingly emphasized the data center and embedded segments. In these areas, AMD&#39;s sales remained robust.</p><p>In Q3, data center revenue came in at $1.6 billion, a 45% increase year over year. Embedded segment revenue jumped to $1.3 billion, up from $100 million in the year-ago quarter. The embedded segment&#39;s growth surged thanks to the acquisition of Xilinx in February.</p><p>Valuation could have also influenced the buying decision. Currently, AMD stock sells for about 25 times earnings. That exceeds the price-to-earnings ratios of rival Intel and one of its principal fabs, <b>Taiwan Semiconductor</b>.</p><p>However, that is the lowest P/E ratio for AMD since Su became CEO in 2014. Moreover, the valuation may have fallen too far, considering that Q3 non-GAAP income growth was 23% despite a slowdown in the business.</p><h2>Consider AMD</h2><p>At these levels, investors should consider adding AMD shares. From a macro perspective, investors should have expected the PC market to cool off following the end of lockdowns.</p><p>Growth numbers in the data center and embedded markets indicate those segments can carry AMD. Given the likelihood that the drop in AMD stock prices in its recent struggles, investors should feel safe adding shares at current levels.</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>AMD Is On the Rise Despite Missing Earnings. Why?</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\">\nAMD Is On the Rise Despite Missing Earnings. Why?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-04 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/04/amd-is-on-the-rise-despite-missing-earnings-why/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices  stock missed analyst estimates on revenue and earnings. Declines in the PC market have hit AMD hard as the stock suffers through a bear market.But despite that bad news, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/04/amd-is-on-the-rise-despite-missing-earnings-why/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2022/11/04/amd-is-on-the-rise-despite-missing-earnings-why/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280464574","content_text":"Advanced Micro Devices  stock missed analyst estimates on revenue and earnings. Declines in the PC market have hit AMD hard as the stock suffers through a bear market.But despite that bad news, the semiconductor stock is on the rise following the report. Is that a reason to buy? Let's take a closer look.AMD's earnings conundrumOn the surface, AMD's results appear robust. Revenue for the third quarter of 2022 came in at $5.6 billion, climbing by 29% year over year. Non-GAAP net income of $1.1 billion rose 23%. A higher cost of goods sold reduced margins. AMD also spent heavily on both research and development and marketing, general, and administrative expenses.Despite the increases, revenue fell short of expectations, since analysts expected revenue of $5.62 billion. Moreover, AMD increased its share count by 34% to over 1.6 billion to fund its Xilinx acquisition. Thus, non-GAAP earnings per share fell 8% to $0.67 per share, just below the $0.68 per share estimate.AMD forecast 2022 revenue of $23.5 billion at the midpoint, which requires a considerable downward revision from the previously estimated $26.3 billion it predicted after the second quarter.CEO Lisa Su blamed slowing PC sales, reflecting the struggles of Intel, which reported a similar decline in its Q3 earnings report. Lockdowns in China further pressured revenues.Consequently, AMD stock has dropped by almost 65% since reaching an all-time high of nearly $165 per share almost one year ago. But that level of decline is not unusual, given the drop in its closest peers and the tech sector in general.Shifting perspectivesInvestors may have begun to adjust their perspective, returning to a pre-pandemic view of the PC market. Since the advent of Apple's iPhone, the smartphone has started to replace many functions performed by the PC. Hence, investors and companies had focused less on that market by the end of the last decade.Admittedly, PC demand rose during the pandemic as many workers had to purchase a PC to work from home. But many of these workers have now returned to the office. And considering that PCs last up to 10 years, that market will likely remain sluggish for years to come.AMD has also increasingly emphasized the data center and embedded segments. In these areas, AMD's sales remained robust.In Q3, data center revenue came in at $1.6 billion, a 45% increase year over year. Embedded segment revenue jumped to $1.3 billion, up from $100 million in the year-ago quarter. The embedded segment's growth surged thanks to the acquisition of Xilinx in February.Valuation could have also influenced the buying decision. Currently, AMD stock sells for about 25 times earnings. That exceeds the price-to-earnings ratios of rival Intel and one of its principal fabs, Taiwan Semiconductor.However, that is the lowest P/E ratio for AMD since Su became CEO in 2014. Moreover, the valuation may have fallen too far, considering that Q3 non-GAAP income growth was 23% despite a slowdown in the business.Consider AMDAt these levels, investors should consider adding AMD shares. From a macro perspective, investors should have expected the PC market to cool off following the end of lockdowns.Growth numbers in the data center and embedded markets indicate those segments can carry AMD. Given the likelihood that the drop in AMD stock prices in its recent struggles, investors should feel safe adding shares at current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908416268,"gmtCreate":1659414404154,"gmtModify":1705980134949,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908416268","repostId":"2256615026","repostType":4,"repost":{"id":"2256615026","pubTimestamp":1659409951,"share":"https://ttm.financial/m/news/2256615026?lang=&edition=fundamental","pubTime":"2022-08-02 11:12","market":"us","language":"en","title":"Warren Buffett Has 10% of Berkshire Hathaway's Portfolio in This Recession-Resistant Sector","url":"https://stock-news.laohu8.com/highlight/detail?id=2256615026","media":"Motley Fool","summary":"The Oracle of Omaha might be investing in stuff you can't live without.","content":"<html><head></head><body><p>To repurpose an old television commercial: When Warren Buffett talks, people listen. Buffett is one of the world&#39;s richest billionaires and most successful investors. Much of the investment community follows his every move, looking to bring some of the Buffett magic into their own portfolios.</p><p>Buffett&#39;s moves are particularly interesting as the U.S. faces inflation plus fears of recession. Investors generally want safety in uncertain times. And Buffett, who&#39;s seen many flavors of recession, could shed light on where to find that safety.</p><p>But Buffett doesn&#39;t buy and sell stocks based on what&#39;s happening with the economy. He&#39;s an all-weather investor -- choosing stocks that can survive all economic climates. That may be why he has 10% of <b>Berkshire Hathaway</b>&#39;s portfolio invested in consumer staples, a sector that&#39;s known for being recession-resistant.</p><h2>Consumer staples defined</h2><p>Consumer staples are essential food, beverage, household, and personal products. Examples are soda, eggs, milk, toothpaste, and detergents.</p><p>Consumer staples companies include retailers and manufacturers of these products. On the retail side, you have <b>Dollar General </b>(NYSE: DG), <b>Walmart </b>(NYSE: WMT), <b>Costco </b>(NASDAQ: COST), and their competitors. Consumer staples manufacturers include <b>Procter &amp; Gamble</b> (PG 1.70%), <b>Coca-Cola</b> (KO 1.01%), and <b>Kimberly Clark</b> (NYSE: KMB).</p><h2>Why consumer staples stocks are recession-resistant</h2><p>A look at your own buying habits can demonstrate why consumer staples stocks don&#39;t tank in recessions. With inflation running hot, where have you cut back to make ends meet? You&#39;re probably spending less on things like electronics and designer clothes. You may have even canceled a streaming service or two.</p><p>But you are still buying toilet paper, deodorant, and bread, even as the prices on these goods rise. On top of that, you may have shifted some shopping to discount retailers like Walmart, in lieu of your more expensive local market.</p><p>Here&#39;s what it comes down to. People keep buying their staples. Demand for these essential goods doesn&#39;t drop off when the economy goes sideways.</p><h2>Buffett&#39;s consumer staples stocks</h2><p>Berkshire Hathaway owns five consumer staples stocks:</p><ol><li>Coca-Cola</li><li><b>Kraft Heinz</b> (KHC 1.21%)</li><li><b>Kroger</b> (KR 1.39%)</li><li><b>Mondelez International</b> (MDLZ 1.56%)</li><li>Procter &amp; Gamble</li></ol><h2>Where to find consumer staples stocks for your portfolio</h2><p>Buffett&#39;s consumer staples portfolio is interesting, but you don&#39;t want to run out and copy it. Even Buffett himself would tell you: A better approach is to invest in what you know -- specifically, the products, brands, and retailers that are essential to you.</p><p>This is easy to figure out, too. Look at your last grocery receipt. Cross off everything that&#39;s nonessential and see what&#39;s left. Or peek into your pantry and bathroom cabinets. Note the brands you buy repeatedly. It could be Colgate or Charmin, for example. If you see mostly generic goods, then where are you buying them?</p><p>You could also think back to the products that kept selling out during the Great Lockdown of 2020. (In my community, it was toilet paper, disinfectants, and chicken.) People stockpile the stuff they can&#39;t live without. And many of these staples are made or sold by public companies.</p><p>Spend a few minutes on this exercise, and it could reveal six or more recession-resistant stocks to consider for your own portfolio.</p><h2>Recession defense, the Buffett way</h2><p>Many investors use consumer staples stocks as a defensive strategy against recession. To follow Buffett&#39;s approach, though, you&#39;d invest in defensive stocks you&#39;re willing to hold for decades. That&#39;s different from owning shares of Coke or Walmart temporarily because financial pundits are predicting recession.</p><p>In other words, play defense consistently. Manage to a risk level you can handle in all investing climates. Buffett has 10% exposure to consumer staples, for example, but you might prefer 5% or 15%. Whatever your number is, stick with it. That way, you won&#39;t be scrambling to adjust to every market shift.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett Has 10% of Berkshire Hathaway's Portfolio in This Recession-Resistant Sector</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett Has 10% of Berkshire Hathaway's Portfolio in This Recession-Resistant Sector\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/01/warren-buffett-berkshire-recession-resistant/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>To repurpose an old television commercial: When Warren Buffett talks, people listen. Buffett is one of the world's richest billionaires and most successful investors. Much of the investment community ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/01/warren-buffett-berkshire-recession-resistant/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4176":"多领域控股","PG":"宝洁","BK4532":"文艺复兴科技持仓","BK4177":"软饮料","BK4018":"居家用品","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","KMB":"金佰利","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4558":"双十一","BK4114":"综合货品商店","KO":"可口可乐","BK4559":"巴菲特持仓","WMT":"沃尔玛","BK4550":"红杉资本持仓","COST":"好市多","BK4155":"大卖场与超市","BRK.B":"伯克希尔B","BK4581":"高盛持仓","BK4504":"桥水持仓","DG":"美国达乐公司"},"source_url":"https://www.fool.com/investing/2022/08/01/warren-buffett-berkshire-recession-resistant/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256615026","content_text":"To repurpose an old television commercial: When Warren Buffett talks, people listen. Buffett is one of the world's richest billionaires and most successful investors. Much of the investment community follows his every move, looking to bring some of the Buffett magic into their own portfolios.Buffett's moves are particularly interesting as the U.S. faces inflation plus fears of recession. Investors generally want safety in uncertain times. And Buffett, who's seen many flavors of recession, could shed light on where to find that safety.But Buffett doesn't buy and sell stocks based on what's happening with the economy. He's an all-weather investor -- choosing stocks that can survive all economic climates. That may be why he has 10% of Berkshire Hathaway's portfolio invested in consumer staples, a sector that's known for being recession-resistant.Consumer staples definedConsumer staples are essential food, beverage, household, and personal products. Examples are soda, eggs, milk, toothpaste, and detergents.Consumer staples companies include retailers and manufacturers of these products. On the retail side, you have Dollar General (NYSE: DG), Walmart (NYSE: WMT), Costco (NASDAQ: COST), and their competitors. Consumer staples manufacturers include Procter & Gamble (PG 1.70%), Coca-Cola (KO 1.01%), and Kimberly Clark (NYSE: KMB).Why consumer staples stocks are recession-resistantA look at your own buying habits can demonstrate why consumer staples stocks don't tank in recessions. With inflation running hot, where have you cut back to make ends meet? You're probably spending less on things like electronics and designer clothes. You may have even canceled a streaming service or two.But you are still buying toilet paper, deodorant, and bread, even as the prices on these goods rise. On top of that, you may have shifted some shopping to discount retailers like Walmart, in lieu of your more expensive local market.Here's what it comes down to. People keep buying their staples. Demand for these essential goods doesn't drop off when the economy goes sideways.Buffett's consumer staples stocksBerkshire Hathaway owns five consumer staples stocks:Coca-ColaKraft Heinz (KHC 1.21%)Kroger (KR 1.39%)Mondelez International (MDLZ 1.56%)Procter & GambleWhere to find consumer staples stocks for your portfolioBuffett's consumer staples portfolio is interesting, but you don't want to run out and copy it. Even Buffett himself would tell you: A better approach is to invest in what you know -- specifically, the products, brands, and retailers that are essential to you.This is easy to figure out, too. Look at your last grocery receipt. Cross off everything that's nonessential and see what's left. Or peek into your pantry and bathroom cabinets. Note the brands you buy repeatedly. It could be Colgate or Charmin, for example. If you see mostly generic goods, then where are you buying them?You could also think back to the products that kept selling out during the Great Lockdown of 2020. (In my community, it was toilet paper, disinfectants, and chicken.) People stockpile the stuff they can't live without. And many of these staples are made or sold by public companies.Spend a few minutes on this exercise, and it could reveal six or more recession-resistant stocks to consider for your own portfolio.Recession defense, the Buffett wayMany investors use consumer staples stocks as a defensive strategy against recession. To follow Buffett's approach, though, you'd invest in defensive stocks you're willing to hold for decades. That's different from owning shares of Coke or Walmart temporarily because financial pundits are predicting recession.In other words, play defense consistently. Manage to a risk level you can handle in all investing climates. Buffett has 10% exposure to consumer staples, for example, but you might prefer 5% or 15%. Whatever your number is, stick with it. That way, you won't be scrambling to adjust to every market shift.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018371888,"gmtCreate":1648987281546,"gmtModify":1676534432183,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018371888","repostId":"2224324017","repostType":4,"repost":{"id":"2224324017","pubTimestamp":1648947540,"share":"https://ttm.financial/m/news/2224324017?lang=&edition=fundamental","pubTime":"2022-04-03 08:59","market":"us","language":"en","title":"Is Now the Time to Go All-In on the Stock Market?","url":"https://stock-news.laohu8.com/highlight/detail?id=2224324017","media":"Motley Fool","summary":"The sell-off has led to a slew of buying opportunities in top growth stocks.","content":"<html><head></head><body><p>The stock market has staged an epic rally in the last week or so. After briefly being down over 20% year to date (YTD), the <b>Nasdaq Composite</b> is now down less than 10% YTD. Similarly, the <b>S&amp;P</b> <b>500</b> and the <b>Dow Jones Industrial Average</b> are both down less than 5% YTD and are officially out of correction territory.</p><p>With the market processing rising interest rates, the prospect of lower inflation, and improving geopolitical risks, is now the time to go all-in on the stock market? Or is there a better alternative?</p><h2>Be greedy when others are fearful</h2><p>Warren Buffett, the CEO of <b>Berkshire Hathaway</b> ( BRK.A, BRK.B), is known for his long-term track record of beating the stock market. But he&#39;s also known for one of the most famous quotes in investing, which is &#34;to be fearful when others are greedy and greedy when others are fearful.&#34; It&#39;s a strategy that tends to keep investors out of trouble, both in recognizing when a stock is overvalued and pouncing on buying opportunities.</p><p>In the past four years, there have been three major sell-offs. In late 2018, a brief bear market happened almost entirely in the last three months of the year. But it proved to be an amazing buying opportunity, as the S&amp;P 500 proceeded to produce big gains in 2019.</p><p>The next big sell-off was the spring 2020 COVID-19-induced crash, which also proved to be a buying opportunity that led to massive gains during the rest of that year and through most of 2021. The third sell-off is the one we are still in now. And if history continues to repeat itself, it too will probably prove to be a fantastic long-term buying opportunity.</p><h2>Expect the unexpected</h2><p>You may be asking yourself: If now is a good time to buy, why not just go all-in on the U.S. stock market? Well, that&#39;s a bad idea for a number of reasons.</p><p>For starters, it&#39;s important to have an emergency fund in case unexpected medical expenses or unforeseen crises emerge. Although the stock market has been a great vehicle for fueling wealth creation over time, no one knows how it could perform in the short term. The market has staged an epic rebound, but it could give up all of those gains for a number of reasons, such as more aggressive monetary policy, a worsening geopolitical situation, or an infinite number of unknowns.</p><p>Going hard into the stock market without reserve dry powder leaves you overly exposed to short-term volatility. By putting money to work in the stock market that you don&#39;t need anytime soon, you can take the pressure off of short-term gyrations and keep a level head in case the market sell-off resumes.</p><h2>A better approach</h2><p>Yes, it sounds boring. But the best approach to investing is to simply dollar-cost average a portion of your income into stocks over time. That&#39;s the classic advice, anyway. Of course, an investor can operate with a little more wiggle room by keeping a set amount of cash on the sidelines that they only wait to deploy if there&#39;s a truly juicy buying opportunity. In that scenario, it would make sense to begin considering some of the many stocks that are on sale now.</p><p>Selectively buying great companies that go on sale is a worthwhile strategy to pair with dollar-cost averaging. In this vein, an investor can harness a sort of hybrid passive/active approach that leaves room for discipline and creativity.</p><h2>Navigating volatility</h2><p>Even if the market doesn&#39;t retest its lows and keeps surging in 2022, it is likely to suffer more corrections and bear markets in the years to come. Timing the market is difficult, and short-term price movements can be random, confusing, and grounded in nothing that has to do with the fundamental business.</p><p>Understanding that the market can do crazy, unpredictable things can help keep emotions in check during a stock market sell-off, as well as quell the urge to go all-in, even when it may be tempting to do so.</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 the Stock Market?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now the Time to Go All-In on the Stock Market?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-03 08:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/02/is-now-the-time-to-go-all-in-on-the-stock-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has staged an epic rally in the last week or so. After briefly being down over 20% year to date (YTD), the Nasdaq Composite is now down less than 10% YTD. Similarly, the S&P 500 and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/02/is-now-the-time-to-go-all-in-on-the-stock-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.fool.com/investing/2022/04/02/is-now-the-time-to-go-all-in-on-the-stock-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224324017","content_text":"The stock market has staged an epic rally in the last week or so. After briefly being down over 20% year to date (YTD), the Nasdaq Composite is now down less than 10% YTD. Similarly, the S&P 500 and the Dow Jones Industrial Average are both down less than 5% YTD and are officially out of correction territory.With the market processing rising interest rates, the prospect of lower inflation, and improving geopolitical risks, is now the time to go all-in on the stock market? Or is there a better alternative?Be greedy when others are fearfulWarren Buffett, the CEO of Berkshire Hathaway ( BRK.A, BRK.B), is known for his long-term track record of beating the stock market. But he's also known for one of the most famous quotes in investing, which is \"to be fearful when others are greedy and greedy when others are fearful.\" It's a strategy that tends to keep investors out of trouble, both in recognizing when a stock is overvalued and pouncing on buying opportunities.In the past four years, there have been three major sell-offs. In late 2018, a brief bear market happened almost entirely in the last three months of the year. But it proved to be an amazing buying opportunity, as the S&P 500 proceeded to produce big gains in 2019.The next big sell-off was the spring 2020 COVID-19-induced crash, which also proved to be a buying opportunity that led to massive gains during the rest of that year and through most of 2021. The third sell-off is the one we are still in now. And if history continues to repeat itself, it too will probably prove to be a fantastic long-term buying opportunity.Expect the unexpectedYou may be asking yourself: If now is a good time to buy, why not just go all-in on the U.S. stock market? Well, that's a bad idea for a number of reasons.For starters, it's important to have an emergency fund in case unexpected medical expenses or unforeseen crises emerge. Although the stock market has been a great vehicle for fueling wealth creation over time, no one knows how it could perform in the short term. The market has staged an epic rebound, but it could give up all of those gains for a number of reasons, such as more aggressive monetary policy, a worsening geopolitical situation, or an infinite number of unknowns.Going hard into the stock market without reserve dry powder leaves you overly exposed to short-term volatility. By putting money to work in the stock market that you don't need anytime soon, you can take the pressure off of short-term gyrations and keep a level head in case the market sell-off resumes.A better approachYes, it sounds boring. But the best approach to investing is to simply dollar-cost average a portion of your income into stocks over time. That's the classic advice, anyway. Of course, an investor can operate with a little more wiggle room by keeping a set amount of cash on the sidelines that they only wait to deploy if there's a truly juicy buying opportunity. In that scenario, it would make sense to begin considering some of the many stocks that are on sale now.Selectively buying great companies that go on sale is a worthwhile strategy to pair with dollar-cost averaging. In this vein, an investor can harness a sort of hybrid passive/active approach that leaves room for discipline and creativity.Navigating volatilityEven if the market doesn't retest its lows and keeps surging in 2022, it is likely to suffer more corrections and bear markets in the years to come. Timing the market is difficult, and short-term price movements can be random, confusing, and grounded in nothing that has to do with the fundamental business.Understanding that the market can do crazy, unpredictable things can help keep emotions in check during a stock market sell-off, as well as quell the urge to go all-in, even when it may be tempting to do so.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011055767,"gmtCreate":1648791812876,"gmtModify":1676534399416,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011055767","repostId":"1170949644","repostType":4,"repost":{"id":"1170949644","pubTimestamp":1648862274,"share":"https://ttm.financial/m/news/1170949644?lang=&edition=fundamental","pubTime":"2022-04-02 09:17","market":"us","language":"en","title":"Beyond Apple Pay: Tech Giant Prepares to Take on Banks, Fintech","url":"https://stock-news.laohu8.com/highlight/detail?id=1170949644","media":"TheStreet","summary":"The iPhone maker has big ambitions in the financial services sector.Banks and fintechs will have to ","content":"<html><head></head><body><ul><li>The iPhone maker has big ambitions in the financial services sector.</li></ul><p>Banks and fintechs will have to get used to it: <a href=\"https://laohu8.com/S/AAPL\">Apple</a> should soon become their competitor. The tech brand has made services one of its most important growth areas.</p><p>&#34;We continue to invest in innovation across our services business, which set another all-time revenue record last quarter and performed even better than we had anticipated,&#34; CEO Tim Cook told analysts during earnings&#39; call in January.</p><p>Apple posted record revenues of $124 billion for the three months ending in December. Services revenues, which includes payments, rose 24% to a record $19.5 billion. Services gross margin was 72.4%.</p><p>&#34;The growth of Apple Pay has just been stunning. It&#39;s been absolutely stunning. And there&#39;s still obviously a lot more there to go,&#34; Cook explained. &#34;And because there&#39;s still a lot of cash in the environment. And so I think that both of these and whatever else we might do have a great future ahead.&#34;</p><p>It seems that Apple is determined to attract this money. The iPhone maker is in the process of developing a project called &#34;Breakout&#34;, which aims at replacing its Fintech partners, according to Bloomberg.</p><p>Specifically, Apple is working on payment processing technology and infrastructure for future financial products. The company wants to offer a wide range of financial products and services ranging from payment processing, financial risk assessment for loan transactions, fraud analysis, credit verification and risk and dispute management with clients.</p><p><b>Apple Is Becoming a Fintech Powerhouse</b></p><p>If the economic model of this new service remains uncertain for start-ups, the question does not arise for tech giants. Those who venture into the payment market do so primarily to retain their members and amortize their costs in other ways. According to experts, they are also attacking this market in the hope of recovering financial data on consumers, useful for developing other services.</p><p>If Apple materialized all these projects, the company would become a true fintech powerhouse.</p><p>Apple has already been present in mobile payments since 2014 and the launch of Apple Pay, which makes it possible to pay at merchants. The company also offers a peer-to-peer payment service, Apple Pay Cash, which is operated by Green Dot Bank on behalf of Apple.</p><p>Apple&#39;s Wallet app allows users to add, use, pay with their credit and debit cards, add discount vouchers, loyalty cards.</p><p>Apple&#39;s finance offensive gained momentum in February with the launch of a game-changing product in payment services.</p><p><b>Apple Pay Later?</b></p><p>The rest works like a classic contactless transaction. The Tap to Pay functionality, resulting from the takeover of the startup Mobeewave two years ago, was developed in partnership with financial institutions which will be able to offer this option to their business customers.</p><p>Stripe will be the first to offer the feature to its customers this spring, with integration with Shopify  (SHOP) - Get Shopify, Inc. Class A Report. Apple said that other payment platforms and applications are planned later this year. Apple Stores will also use this feature in the coming months.</p><p>Merchants must rely on additional hardware, such as Square&#39;s external terminal, to accept contactless credit card payments. With Tap to Pay, Apple is attacking this market head-on, or in any case offering an alternative option for small businesses, single-person sellers and other independents.</p><p>Apple specified that it will require an iPhone XS or a later model to support Tap to Pay .</p><p>Apple is also working on a subscription service for the iPhone and other hardware products, a move that could make device ownership similar to paying a monthly app fee. The service will enable users to subscribe to hardware, rather than just digital services.</p><p>Finally, the Cupertino, California-based company is working on a new product/service, called Apple Pay Later. Basically, a kind of loan that could be repaid in at most four installments without interest for short-term transactions and with interest for long-term transactions.</p><p>The firm introduced Tap to Pay functionality. The concept is very simple: instead of using a dedicated payment terminal, the iPhone lends its NFC chip to authenticate the transaction. The iPhone screen displays the amount to be paid and a small NFC logo to indicate to the customer where to affix their iPhone, Apple Watch or NFC-compatible bank card.</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>Beyond Apple Pay: Tech Giant Prepares to Take on Banks, Fintech</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\">\nBeyond Apple Pay: Tech Giant Prepares to Take on Banks, Fintech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-02 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/technology/apple-prepares-new-weapons-against-banks-and-fintech><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iPhone maker has big ambitions in the financial services sector.Banks and fintechs will have to get used to it: Apple should soon become their competitor. The tech brand has made services one of ...</p>\n\n<a href=\"https://www.thestreet.com/technology/apple-prepares-new-weapons-against-banks-and-fintech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/technology/apple-prepares-new-weapons-against-banks-and-fintech","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170949644","content_text":"The iPhone maker has big ambitions in the financial services sector.Banks and fintechs will have to get used to it: Apple should soon become their competitor. The tech brand has made services one of its most important growth areas.\"We continue to invest in innovation across our services business, which set another all-time revenue record last quarter and performed even better than we had anticipated,\" CEO Tim Cook told analysts during earnings' call in January.Apple posted record revenues of $124 billion for the three months ending in December. Services revenues, which includes payments, rose 24% to a record $19.5 billion. Services gross margin was 72.4%.\"The growth of Apple Pay has just been stunning. It's been absolutely stunning. And there's still obviously a lot more there to go,\" Cook explained. \"And because there's still a lot of cash in the environment. And so I think that both of these and whatever else we might do have a great future ahead.\"It seems that Apple is determined to attract this money. The iPhone maker is in the process of developing a project called \"Breakout\", which aims at replacing its Fintech partners, according to Bloomberg.Specifically, Apple is working on payment processing technology and infrastructure for future financial products. The company wants to offer a wide range of financial products and services ranging from payment processing, financial risk assessment for loan transactions, fraud analysis, credit verification and risk and dispute management with clients.Apple Is Becoming a Fintech PowerhouseIf the economic model of this new service remains uncertain for start-ups, the question does not arise for tech giants. Those who venture into the payment market do so primarily to retain their members and amortize their costs in other ways. According to experts, they are also attacking this market in the hope of recovering financial data on consumers, useful for developing other services.If Apple materialized all these projects, the company would become a true fintech powerhouse.Apple has already been present in mobile payments since 2014 and the launch of Apple Pay, which makes it possible to pay at merchants. The company also offers a peer-to-peer payment service, Apple Pay Cash, which is operated by Green Dot Bank on behalf of Apple.Apple's Wallet app allows users to add, use, pay with their credit and debit cards, add discount vouchers, loyalty cards.Apple's finance offensive gained momentum in February with the launch of a game-changing product in payment services.Apple Pay Later?The rest works like a classic contactless transaction. The Tap to Pay functionality, resulting from the takeover of the startup Mobeewave two years ago, was developed in partnership with financial institutions which will be able to offer this option to their business customers.Stripe will be the first to offer the feature to its customers this spring, with integration with Shopify  (SHOP) - Get Shopify, Inc. Class A Report. Apple said that other payment platforms and applications are planned later this year. Apple Stores will also use this feature in the coming months.Merchants must rely on additional hardware, such as Square's external terminal, to accept contactless credit card payments. With Tap to Pay, Apple is attacking this market head-on, or in any case offering an alternative option for small businesses, single-person sellers and other independents.Apple specified that it will require an iPhone XS or a later model to support Tap to Pay .Apple is also working on a subscription service for the iPhone and other hardware products, a move that could make device ownership similar to paying a monthly app fee. The service will enable users to subscribe to hardware, rather than just digital services.Finally, the Cupertino, California-based company is working on a new product/service, called Apple Pay Later. Basically, a kind of loan that could be repaid in at most four installments without interest for short-term transactions and with interest for long-term transactions.The firm introduced Tap to Pay functionality. The concept is very simple: instead of using a dedicated payment terminal, the iPhone lends its NFC chip to authenticate the transaction. The iPhone screen displays the amount to be paid and a small NFC logo to indicate to the customer where to affix their iPhone, Apple Watch or NFC-compatible bank card.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034420016,"gmtCreate":1647949798484,"gmtModify":1676534283585,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034420016","repostId":"1136283084","repostType":4,"repost":{"id":"1136283084","pubTimestamp":1647947241,"share":"https://ttm.financial/m/news/1136283084?lang=&edition=fundamental","pubTime":"2022-03-22 19:07","market":"us","language":"en","title":"30 Stocks Moving in Tuesday's Pre-Market Session","url":"https://stock-news.laohu8.com/highlight/detail?id=1136283084","media":"Benzinga","summary":"GainersSmart for Life, Inc.(NASDAQ:SMFL) rose 75.3% to $1.63 in pre-market trading. Smart For Life r","content":"<html><head></head><body><p><b>Gainers</b></p><ul><li><b>Smart for Life, Inc.</b>(NASDAQ:SMFL) rose 75.3% to $1.63 in pre-market trading. Smart For Life recently said it is launching various products under the Doctors Scientific Organica brand on Amazon Singapore.</li><li><b>Alzamend Neuro, Inc.</b>(NASDAQ:ALZN) shares rose 21.6% to $1.35 in pre-market trading.</li><li><b>Meiwu Technology Company Limited</b>(NASDAQ:WNW) rose 22.4% to $1.20 in pre-market trading.</li><li><b>SuperCom Ltd.</b>(NASDAQ:SPCB) rose 22.2% to $0.8448 in pre-market trading after jumping more than 25% on Monday.</li><li><b>Enservco Corporation</b>(NYSE:ENSV) rose 18.9% to $4.03 in pre-market trading after gaining around 18% on Monday.</li><li><b>OneConnect Financial Technology Co., Ltd.</b>(NASDAQ:OCFT) rose 15.6% to $1.93 in pre-market trading after jumping over 18% on Monday.</li><li><b>Zhihu Inc.</b>(NYSE:ZH) rose 15.4% to $3.00 in pre-market trading after dipping around 18% on Monday.</li><li><b>Hall of Fame Resort &amp; Entertainment Company</b>(NASDAQ:HOFV) rose 15.5% to $1.34 in pre-market trading after jumping more than 10% on Monday. Hall Of Fame Resort recently posted Q4 sales of $3.00 million.</li><li><b>American Virtual Cloud Technologies, Inc.</b>(NASDAQ:AVCT) rose 13.7% to $1.15 in pre-market trading after climbing around 10% on Monday.</li><li><b>NEXGEL, Inc.</b>(NASDAQ:NXGL) rose 13.5% to $2.34 in pre-market trading. NexGel, on Monday, reported $533.00 thousand in sales for the fourth quarter.</li><li><b>Huttig Building Products, Inc.</b>(NASDAQ:HBP) rose 13.2% to $10.75 in pre-market trading after Woodgrain announced plans to acquire the company.</li></ul><ul><li><b>Siyata Mobile Inc.</b>(NASDAQ:SYTA) rose 9.8% to $1.34 in pre-market trading.</li><li><b>KE Holdings Inc.</b>(NYSE:BEKE) rose 9.5% to $13.30 in pre-market trading after dropping more than 14% on Monday.</li><li><b>Evolv Technologies Holdings, Inc.</b>(NASDAQ:EVLV) rose 8.8% to $1.85 in pre-market trading. Evolv Technologies recently issued FY22 sales guidance below estimates.</li><li><b>Alibaba Group Holding Limited</b>(NYSE:BABA) shares rose 8.7% to $112.60 in pre-market trading as the company raised its share buyback program to $25 billion from $15 billion.</li><li><b>Kingsoft Cloud Holdings Limited</b>(NASDAQ:KC) rose 8.7% to $6.13 in pre-market trading after dropping 11% on Monday.</li><li><b>Alset EHome International Inc..</b>(NASDAQ:AEI) rose 7.7% to $0.5150 in pre-market trading after surging around 8% on Monday.</li><li><b>Yext, Inc.</b>(NYSE:YEXT) rose 6.8% to $7.04 in pre-market trading after the company announced a buyback. Yext&#39;s board approved a share repurchase program, which authorizes the company to repurchase up to $100 million of its common stock.</li><li><b>NIKE, Inc.</b>(NYSE:NKE) rose 5.7% to $137.60 in pre-market trading after reporting upbeat quarterly results.</li></ul><p><b>Losers</b></p><ul><li><b>Applied Genetic Technologies Corporation</b>(NASDAQ:AGTC) shares fell 22.2% to $1.40 in pre-market trading after the company announced a common stock offering with no terms disclosed.</li><li><b>Statera Biopharma, Inc.</b>(NASDAQ:STAB) shares fell 21.7% to $0.4653 in pre-market trading after reporting a proposed underwritten public offering.</li><li><b>ZIM Integrated Shipping Services Ltd.</b>(NYSE:ZIM) fell 15.4% to $74.49 in pre-market trading.</li><li><b>Cyren Ltd.</b>(NASDAQ:CYRN) shares fell 11.3% to $8.05 in pre-market trading after jumping 43% on Monday.</li><li><b>Okta, Inc.</b>(NASDAQ:OKTA) fell 10.6% to $151.40 in pre-market trading after the company said it has found no evidence of continuing malicious activity.</li><li><b>Orphazyme A/S</b>(NASDAQ:ORPH) fell 10.1% to $0.7599 in pre-market trading after the company filed for voluntary delisting of its American Depositary Shares.</li><li><b>Hudson Capital Inc.</b>(NASDAQ:HUSN) shares fell 8% to $2.42 in pre-market trading. Hudson Capital shares jumped 27% on Monday after the company reported its Fr8PrivateFleet has already secured new and existing Fr8App customers, including one of Mexico&#39;s largest food producers.</li><li><b>CooTek (Cayman) Inc.</b>(NYSE:CTK) fell 7.3% to $0.3060 in pre-market trading. CooTek (Cayman) recently reported Q4 earnings results.</li><li><b>United Time Technology Co., Ltd.</b>(NASDAQ:UTME) fell 7.5% to $2.57 in pre-market trading after jumping around 45% on Monday.</li><li><b>Clearside Biomedical, Inc.</b>(NASDAQ:CLSD) fell 7.2% to $2.18 in pre-market trading. Clearside Biomedical recently after the company reported better-than-expected Q4 EPS and sales results.</li><li><b>Yumanity Therapeutics, Inc.</b>(NASDAQ:YMTX) fell 6.8% to $1.65 in pre-market trading after jumping around 58% on Monday. Yumanity Therapeutics, last month, announced restructuring plan.</li></ul></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>30 Stocks Moving in Tuesday's Pre-Market Session</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\">\n30 Stocks Moving in Tuesday's Pre-Market Session\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-22 19:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/03/26234980/30-stocks-moving-in-tuesdays-pre-market-session><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GainersSmart for Life, Inc.(NASDAQ:SMFL) rose 75.3% to $1.63 in pre-market trading. Smart For Life recently said it is launching various products under the Doctors Scientific Organica brand on Amazon ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/03/26234980/30-stocks-moving-in-tuesdays-pre-market-session\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","BABA":"阿里巴巴"},"source_url":"https://www.benzinga.com/news/22/03/26234980/30-stocks-moving-in-tuesdays-pre-market-session","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136283084","content_text":"GainersSmart for Life, Inc.(NASDAQ:SMFL) rose 75.3% to $1.63 in pre-market trading. Smart For Life recently said it is launching various products under the Doctors Scientific Organica brand on Amazon Singapore.Alzamend Neuro, Inc.(NASDAQ:ALZN) shares rose 21.6% to $1.35 in pre-market trading.Meiwu Technology Company Limited(NASDAQ:WNW) rose 22.4% to $1.20 in pre-market trading.SuperCom Ltd.(NASDAQ:SPCB) rose 22.2% to $0.8448 in pre-market trading after jumping more than 25% on Monday.Enservco Corporation(NYSE:ENSV) rose 18.9% to $4.03 in pre-market trading after gaining around 18% on Monday.OneConnect Financial Technology Co., Ltd.(NASDAQ:OCFT) rose 15.6% to $1.93 in pre-market trading after jumping over 18% on Monday.Zhihu Inc.(NYSE:ZH) rose 15.4% to $3.00 in pre-market trading after dipping around 18% on Monday.Hall of Fame Resort & Entertainment Company(NASDAQ:HOFV) rose 15.5% to $1.34 in pre-market trading after jumping more than 10% on Monday. Hall Of Fame Resort recently posted Q4 sales of $3.00 million.American Virtual Cloud Technologies, Inc.(NASDAQ:AVCT) rose 13.7% to $1.15 in pre-market trading after climbing around 10% on Monday.NEXGEL, Inc.(NASDAQ:NXGL) rose 13.5% to $2.34 in pre-market trading. NexGel, on Monday, reported $533.00 thousand in sales for the fourth quarter.Huttig Building Products, Inc.(NASDAQ:HBP) rose 13.2% to $10.75 in pre-market trading after Woodgrain announced plans to acquire the company.Siyata Mobile Inc.(NASDAQ:SYTA) rose 9.8% to $1.34 in pre-market trading.KE Holdings Inc.(NYSE:BEKE) rose 9.5% to $13.30 in pre-market trading after dropping more than 14% on Monday.Evolv Technologies Holdings, Inc.(NASDAQ:EVLV) rose 8.8% to $1.85 in pre-market trading. Evolv Technologies recently issued FY22 sales guidance below estimates.Alibaba Group Holding Limited(NYSE:BABA) shares rose 8.7% to $112.60 in pre-market trading as the company raised its share buyback program to $25 billion from $15 billion.Kingsoft Cloud Holdings Limited(NASDAQ:KC) rose 8.7% to $6.13 in pre-market trading after dropping 11% on Monday.Alset EHome International Inc..(NASDAQ:AEI) rose 7.7% to $0.5150 in pre-market trading after surging around 8% on Monday.Yext, Inc.(NYSE:YEXT) rose 6.8% to $7.04 in pre-market trading after the company announced a buyback. Yext's board approved a share repurchase program, which authorizes the company to repurchase up to $100 million of its common stock.NIKE, Inc.(NYSE:NKE) rose 5.7% to $137.60 in pre-market trading after reporting upbeat quarterly results.LosersApplied Genetic Technologies Corporation(NASDAQ:AGTC) shares fell 22.2% to $1.40 in pre-market trading after the company announced a common stock offering with no terms disclosed.Statera Biopharma, Inc.(NASDAQ:STAB) shares fell 21.7% to $0.4653 in pre-market trading after reporting a proposed underwritten public offering.ZIM Integrated Shipping Services Ltd.(NYSE:ZIM) fell 15.4% to $74.49 in pre-market trading.Cyren Ltd.(NASDAQ:CYRN) shares fell 11.3% to $8.05 in pre-market trading after jumping 43% on Monday.Okta, Inc.(NASDAQ:OKTA) fell 10.6% to $151.40 in pre-market trading after the company said it has found no evidence of continuing malicious activity.Orphazyme A/S(NASDAQ:ORPH) fell 10.1% to $0.7599 in pre-market trading after the company filed for voluntary delisting of its American Depositary Shares.Hudson Capital Inc.(NASDAQ:HUSN) shares fell 8% to $2.42 in pre-market trading. Hudson Capital shares jumped 27% on Monday after the company reported its Fr8PrivateFleet has already secured new and existing Fr8App customers, including one of Mexico's largest food producers.CooTek (Cayman) Inc.(NYSE:CTK) fell 7.3% to $0.3060 in pre-market trading. CooTek (Cayman) recently reported Q4 earnings results.United Time Technology Co., Ltd.(NASDAQ:UTME) fell 7.5% to $2.57 in pre-market trading after jumping around 45% on Monday.Clearside Biomedical, Inc.(NASDAQ:CLSD) fell 7.2% to $2.18 in pre-market trading. Clearside Biomedical recently after the company reported better-than-expected Q4 EPS and sales results.Yumanity Therapeutics, Inc.(NASDAQ:YMTX) fell 6.8% to $1.65 in pre-market trading after jumping around 58% on Monday. Yumanity Therapeutics, last month, announced restructuring plan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966372041,"gmtCreate":1669428935883,"gmtModify":1676538196234,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966372041","repostId":"2286395195","repostType":4,"repost":{"id":"2286395195","pubTimestamp":1669424451,"share":"https://ttm.financial/m/news/2286395195?lang=&edition=fundamental","pubTime":"2022-11-26 09:00","market":"us","language":"en","title":"93% of Warren Buffett's Portfolio Is in These 4 Sectors","url":"https://stock-news.laohu8.com/highlight/detail?id=2286395195","media":"Motley Fool","summary":"The Oracle of Omaha is a big believer in portfolio concentration.","content":"<html><head></head><body><p>Though there are a lot of great money managers, few can hold a candle to the Oracle of Omaha, Warren Buffett. Since becoming CEO of <b>Berkshire Hathaway</b> in 1965, Buffett has overseen the creation of more than $680 billion in shareholder value and delivered an aggregate return on his company&#39;s Class A shares (BRK.A) of better than 3,600,000%.</p><p>While there is a long list of reasons for Buffett&#39;s success, one of the most overlooked catalysts is portfolio concentration. Despite having more than $345 billion invested in around four dozen securities, 93% of Warren Buffett&#39;s portfolio can be traced to just four sectors.</p><h2>Technology: 44.18% of invested assets</h2><p>Although Buffett&#39;s company owns a half-dozen tech stocks, it&#39;s <b>Apple</b> that accounts for the lion&#39;s share of Berkshire Hathaway&#39;s investment portfolio. As of this past weekend, Apple made up 40% of Berkshire&#39;s invested assets.</p><p>What makes Apple so special is its dominance in a variety of categories. It&#39;s widely regarded as the world&#39;s most valuable brand, and it has an exceptionally loyal customer base. Within the U.S., the company&#39;s iPhone accounts for more than half of all smartphone market share.</p><p>Beyond the physical products that brought the company fame, Apple CEO Tim Cook is leading a multiyear shift that&#39;s designed to promote subscription services. For Apple, subscription services should be a higher-margin segment that leads to predictable quarterly cash flow. In short, it&#39;s a way to mitigate revenue fluctuations tied to physical product replacement cycles.</p><p>The other intriguing investment within tech is Buffett&#39;s newest: <b>Taiwan Semiconductor Manufacturing Company</b>, which is better known as TSMC. What makes this a seemingly no-brainer investment for Buffett is TSMC is the exclusive supplier of silicon processing chips used in Apple&#39;s products.  If the Oracle of Omaha and his investment team expect Apple to outperform over the long run, it&#39;s only logical that its chip supplier would benefit, too.</p><h2>Financials: 24.08% of invested assets</h2><p>Without question, the least surprising aspect of Berkshire Hathaway&#39;s portfolio is that financial stocks play a key role. As of the end of last week, Buffett&#39;s company was invested in 17 financial securities (this includes two exchange-traded funds) that equated to about $83.3 billion in market value.</p><p>The reason Buffett loves putting Berkshire&#39;s money to work in financial stocks is that they get the benefit of time as an ally. Despite recessions being a regular part of the economic cycle, periods of expansion last considerably longer than recessions. Owning an assortment of banks, insurers, and payment providers allows Berkshire Hathaway to take advantage of the natural expansion in U.S. and global gross domestic product -- as well as consumer and enterprise spending -- over time.</p><p>The largest financial in Berkshire&#39;s investment portfolio is <b>Bank of America</b>. At the moment, BofA&#39;s interest rate sensitivity is its biggest catalyst. No large bank stock will see its net interest income fluctuate more with changes to the yield curve than Bank of America. Considering that the Federal Reserve has no choice but to aggressively raise rates in order to tame historically high inflation, BofA is set to generate billions of dollars in added net interest income.</p><p>Credit-services provider <b>American Express</b> is another large and longtime holding. The beauty of AmEx&#39;s operating model is that the company is able to double dip during periods of expansion. In addition to bringing in merchant fees, it also collects interest income and cardholder fees as a lender.</p><h2>Energy: 12.99% of invested assets</h2><p>Prior to 2022, energy stocks hadn&#39;t accounted for more than 8.9% of Warren Buffett&#39;s investment portfolio at any point this century. But that&#39;s changed in a big way, with energy stocks accounting for nearly 13% of invested assets as of this past week.</p><p>The real jaw-dropper is that the $44.9 billion Buffett and his team have apportioned to &#34;energy stocks&#34; are tied up in just two companies: <b>Chevron</b>  and <b>Occidental Petroleum</b>. Berkshire Hathaway also holds $10 billion in preferred stock of Occidental Petroleum that yields 8% annually. This $10 billion <i>isn&#39;t</i> included in the $44.9 billion figure.</p><p>The only reason the Oracle of Omaha would make this bet is if he believed crude oil and natural gas prices would head higher or remain well above their historical average -- and there&#39;s certainly reason to believe that&#39;ll be the case. The pandemic forced most drilling, exploration, and energy infrastructure companies to significantly pare back their investments. When coupled with Russia invading Ukraine in February, it creates a situation where increasing the global oil and gas supply to meet growing demand becomes difficult. It&#39;s a simple situation of demand outpacing supply, with oil and natural gas prices heading higher as a result.</p><p>Additionally, Chevron and Occidental Petroleum are both integrated operators. Although drilling provides the best margins for oil and gas companies, integrated operators can lean on midstream assets, such as pipelines, or downstream assets, like refineries and chemical plants, if energy commodity prices fall.</p><h2>Consumer staples: 11.38% of invested assets</h2><p>The fourth sector that makes up a sizable portion of Warren Buffett&#39;s portfolio is consumer staples. Interestingly, though, the 11.38% weighting, as of last week, would be a low point this century.</p><p>The lure of consumer staples stocks is the predictability of their cash flow and profit potential. No matter how poorly the U.S. economy or stock market performs, people still need to purchase food, beverages, detergent, toothpaste, toilet paper, and so on. This is what makes this sector so appealing during periods of uncertainty, such as we&#39;re experiencing now.</p><p>Warren Buffett&#39;s longest-held stock, <b>Coca-Cola</b>, is a consumer staple. Coca-Cola is one of the most recognized brands in the world, which is a testament to its stellar marketing and its ability to cross generational gaps to engage with consumers.</p><p>Furthermore, Coca-Cola is about as geographically diversified as businesses get. With the exception of North Korea, Cuba, and Russia (the latter is due to its invasion of Ukraine), Coke has ongoing operations in every other country right now. This helps it take advantage of predictable cash flow in developed markets, as well as higher organic growth rates in emerging markets.</p><p>But it is worth noting that, with the exception of grocery chain <b>Kroger</b>, Buffett&#39;s company has shied away from buying consumer staple stocks in recent years. This could be an indication that Buffett&#39;s investing lieutenants, Todd Combs and Ted Weschler, are playing a bigger role in Berkshire Hathaway&#39;s investments. Combs and Weschler have demonstrated a larger appetite for risk-taking when compared to Warren Buffett.</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>93% of Warren Buffett's Portfolio Is in These 4 Sectors</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\">\n93% of Warren Buffett's Portfolio Is in These 4 Sectors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/25/93-warren-buffett-portfolio-is-in-these-4-sectors/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though there are a lot of great money managers, few can hold a candle to the Oracle of Omaha, Warren Buffett. Since becoming CEO of Berkshire Hathaway in 1965, Buffett has overseen the creation of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/25/93-warren-buffett-portfolio-is-in-these-4-sectors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KR":"克罗格","CVX":"雪佛龙","AAPL":"苹果","AXP":"美国运通","OXY":"西方石油","TSM":"台积电","BAC":"美国银行","KO":"可口可乐"},"source_url":"https://www.fool.com/investing/2022/11/25/93-warren-buffett-portfolio-is-in-these-4-sectors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286395195","content_text":"Though there are a lot of great money managers, few can hold a candle to the Oracle of Omaha, Warren Buffett. Since becoming CEO of Berkshire Hathaway in 1965, Buffett has overseen the creation of more than $680 billion in shareholder value and delivered an aggregate return on his company's Class A shares (BRK.A) of better than 3,600,000%.While there is a long list of reasons for Buffett's success, one of the most overlooked catalysts is portfolio concentration. Despite having more than $345 billion invested in around four dozen securities, 93% of Warren Buffett's portfolio can be traced to just four sectors.Technology: 44.18% of invested assetsAlthough Buffett's company owns a half-dozen tech stocks, it's Apple that accounts for the lion's share of Berkshire Hathaway's investment portfolio. As of this past weekend, Apple made up 40% of Berkshire's invested assets.What makes Apple so special is its dominance in a variety of categories. It's widely regarded as the world's most valuable brand, and it has an exceptionally loyal customer base. Within the U.S., the company's iPhone accounts for more than half of all smartphone market share.Beyond the physical products that brought the company fame, Apple CEO Tim Cook is leading a multiyear shift that's designed to promote subscription services. For Apple, subscription services should be a higher-margin segment that leads to predictable quarterly cash flow. In short, it's a way to mitigate revenue fluctuations tied to physical product replacement cycles.The other intriguing investment within tech is Buffett's newest: Taiwan Semiconductor Manufacturing Company, which is better known as TSMC. What makes this a seemingly no-brainer investment for Buffett is TSMC is the exclusive supplier of silicon processing chips used in Apple's products.  If the Oracle of Omaha and his investment team expect Apple to outperform over the long run, it's only logical that its chip supplier would benefit, too.Financials: 24.08% of invested assetsWithout question, the least surprising aspect of Berkshire Hathaway's portfolio is that financial stocks play a key role. As of the end of last week, Buffett's company was invested in 17 financial securities (this includes two exchange-traded funds) that equated to about $83.3 billion in market value.The reason Buffett loves putting Berkshire's money to work in financial stocks is that they get the benefit of time as an ally. Despite recessions being a regular part of the economic cycle, periods of expansion last considerably longer than recessions. Owning an assortment of banks, insurers, and payment providers allows Berkshire Hathaway to take advantage of the natural expansion in U.S. and global gross domestic product -- as well as consumer and enterprise spending -- over time.The largest financial in Berkshire's investment portfolio is Bank of America. At the moment, BofA's interest rate sensitivity is its biggest catalyst. No large bank stock will see its net interest income fluctuate more with changes to the yield curve than Bank of America. Considering that the Federal Reserve has no choice but to aggressively raise rates in order to tame historically high inflation, BofA is set to generate billions of dollars in added net interest income.Credit-services provider American Express is another large and longtime holding. The beauty of AmEx's operating model is that the company is able to double dip during periods of expansion. In addition to bringing in merchant fees, it also collects interest income and cardholder fees as a lender.Energy: 12.99% of invested assetsPrior to 2022, energy stocks hadn't accounted for more than 8.9% of Warren Buffett's investment portfolio at any point this century. But that's changed in a big way, with energy stocks accounting for nearly 13% of invested assets as of this past week.The real jaw-dropper is that the $44.9 billion Buffett and his team have apportioned to \"energy stocks\" are tied up in just two companies: Chevron  and Occidental Petroleum. Berkshire Hathaway also holds $10 billion in preferred stock of Occidental Petroleum that yields 8% annually. This $10 billion isn't included in the $44.9 billion figure.The only reason the Oracle of Omaha would make this bet is if he believed crude oil and natural gas prices would head higher or remain well above their historical average -- and there's certainly reason to believe that'll be the case. The pandemic forced most drilling, exploration, and energy infrastructure companies to significantly pare back their investments. When coupled with Russia invading Ukraine in February, it creates a situation where increasing the global oil and gas supply to meet growing demand becomes difficult. It's a simple situation of demand outpacing supply, with oil and natural gas prices heading higher as a result.Additionally, Chevron and Occidental Petroleum are both integrated operators. Although drilling provides the best margins for oil and gas companies, integrated operators can lean on midstream assets, such as pipelines, or downstream assets, like refineries and chemical plants, if energy commodity prices fall.Consumer staples: 11.38% of invested assetsThe fourth sector that makes up a sizable portion of Warren Buffett's portfolio is consumer staples. Interestingly, though, the 11.38% weighting, as of last week, would be a low point this century.The lure of consumer staples stocks is the predictability of their cash flow and profit potential. No matter how poorly the U.S. economy or stock market performs, people still need to purchase food, beverages, detergent, toothpaste, toilet paper, and so on. This is what makes this sector so appealing during periods of uncertainty, such as we're experiencing now.Warren Buffett's longest-held stock, Coca-Cola, is a consumer staple. Coca-Cola is one of the most recognized brands in the world, which is a testament to its stellar marketing and its ability to cross generational gaps to engage with consumers.Furthermore, Coca-Cola is about as geographically diversified as businesses get. With the exception of North Korea, Cuba, and Russia (the latter is due to its invasion of Ukraine), Coke has ongoing operations in every other country right now. This helps it take advantage of predictable cash flow in developed markets, as well as higher organic growth rates in emerging markets.But it is worth noting that, with the exception of grocery chain Kroger, Buffett's company has shied away from buying consumer staple stocks in recent years. This could be an indication that Buffett's investing lieutenants, Todd Combs and Ted Weschler, are playing a bigger role in Berkshire Hathaway's investments. Combs and Weschler have demonstrated a larger appetite for risk-taking when compared to Warren Buffett.","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968380153,"gmtCreate":1669128432772,"gmtModify":1676538156095,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968380153","repostId":"2285386886","repostType":4,"repost":{"id":"2285386886","pubTimestamp":1669104486,"share":"https://ttm.financial/m/news/2285386886?lang=&edition=fundamental","pubTime":"2022-11-22 16:08","market":"us","language":"en","title":"Apple And Taiwan Semiconductor: Let's Ask Buffett","url":"https://stock-news.laohu8.com/highlight/detail?id=2285386886","media":"Seeking Alpha","summary":"SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his","content":"<html><head></head><body><h2>Summary</h2><ul><li>As a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.</li><li>But from time to time, some of his choices still come as a surprise and his recent position in Taiwan Semiconductor is a notable example.</li><li>The choice is even more puzzling when viewed under the context of his largest holding, Apple.</li><li>There are certainly positives with Taiwan Semiconductor, that is, even when compared to Apple.</li><li>However, I see these positives easily overshadowed by the developing tension between them, which produces mutual but asymmetric damage.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/511f126f81b7dac4ef1687fe1d622bbe\" tg-width=\"1080\" tg-height=\"719\" referrerpolicy=\"no-referrer\"/><span>Jamie McCarthy</span></p><h2>The investment thesis</h2><p>As a long-time Buffett cultist, I feel comfortable saying that I understand most of his investment choices. But occasionally, the grandmaster still manages to make a move that surprises me such as his recent position in TaiwanSemiconductor (NYSE:TSM). To wit, the recent 13F disclosure showed that Buffett opened a sizable position in TSM for the Berkshire Hathaway (BRK.A) (BRK.B) equity portfolio. As you can see from the following chart, his BRK portfolio now holds more than 60.06M shares of TSM with a total worth of over $4.11B. The TSM position is currently the 10thlargest position in the BRK portfolio.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79878ff126c58641fbbd5a5aa3c0b334\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><span>Source: Dataroma.com</span></p><p>The surprise comes in several ways. And the more obvious ways (like Buffett’s allergy to tech businesses) have already been discussed by several other SA authors and I won’t further add to it anymore. Here, I want to explore an angle that is less discussed so far. I want to explain why it feels more puzzling to me, that is besides the fact that Buffett added another tech name to his BRK portfolio, when the TSM position is viewed under the context of his largest holding, Apple (NASDAQ:AAPL). There are certainly positives with TSM, that is, even when compared to AAPL. As we will detail in the next section, it is a high-quality stock in its own right. It boasts a large technological lead in its space and an R&amp;D yield that is even better than AAPL.</p><p>However, I see these positives easily overshadowed by the developing tension between them and also the ongoing deglobalization mega-trend. According to a recentnews report, TSM’s scheduled price raises in 2023 were rejected by AAPL, by far its largest customer. AAPL currently outsources almost all of its processor manufacturing to factories in Taiwan. However, with the U.S. strategic initiatives to push to develop domestic semiconductor foundry capabilities, AAPL (and other U.S. chip players such Advanced Micro Devices (AMD) and NVIDIA (NVDA) too) would be very likely to diversify its chip manufacturing away from TSM. And the damage will be mutual but asymmetric. It is easier for AAPL to find other foundry services to manufacture its chips, and a lot harder for TSM to find such large clients as AAPL.</p><p>The full impact of such tension and diversification will take time to fully manifest. And TSM’s role as the dominating high-end chipmaker in the world won’t change in the near term. But I see these recent events (such as AAPL’s rejection of the price raises and the recent passing of the CHIPS act) as the turning point. Taking a broader view, I see these events as a logical step, or even an inevitable step, in the deglobalization process – a mega force that has been unfolding for over 10 years as shown in the chart below. The chart illustrates how globalization, measured as the percentage of total exports out of global GDP, has been in decline since its peak in 2008. The percentage has declined from 61% in 2008 to the to 51.6% in 2020. And since 2020, the China-U.S. trade tension, the COVID, and the Russian/Ukraine war have further quickened its pace.</p><p>In the remainder of this article, I will further analyze the details of these above considerations in more detail.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df9d37af226f63d9047697f699ffa010\" tg-width=\"640\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/><span>Source: The World Bank</span></p><h2>TSM’s valuation advantage</h2><p>First, as mentioned above, there are definitely many positives with TSM even when compared to AAPL. And valuation is an obvious place to start with. As a global leader in the foundry space, it is for sale at a fraction of the overall market and AAPL’s valuation as seen in the chart below.</p><p>To cite a few examples, TSM’s FY1 PE of 12.8x is almost only 1/2 of AAPL’s 24.2x. Its TTM PE of 13.08x is also about only 1/2 of AAPL’s 24.2x. Considering that these stocks have different leverages and enterprise values (“EV”), let&#39;s compare their multiples with leverages adjusted too. As you can see, TSM’s discount is even more dramatic in terms of EV/EBITDA multiples. TSM’s FW EV/EBITDA ratio sits at 7.64x only, less than ½ of AAPL’s 18.18x.</p><p>Yes, as you will see in the next section, TSM is a high-quality stock in its own right. It boasts a large technological lead in its space, further bolstered by its consistent R&amp;D investments and also superb R&amp;D yield that even surpasses AAPL.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd9101b641f06753dca5fee60c5e18ff\" tg-width=\"640\" tg-height=\"496\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>TSM’s more consistent and aggressive R&amp;D</h2><p>As detailed in our earlier articles:</p><blockquote><i>We do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&amp;D efforts sustainably, and B) the overall efficiency of the R&amp;D PROCESS. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&amp;D expenditures, and B) has demonstrated a consistent R&amp;D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).</i></blockquote><p>And both TSM and AAPL can sustainably fund their new R&amp;D efforts with no problem in the long term, as illustrated in the next chart. It shows their R&amp;D expenses over the past 10 years as a percentage of their total sales. A few key observations:</p><ul><li>TSM has been investing very consistently in R&amp;D efforts, on average about 8.0% of its total sales.</li><li>AAPL&#39;s R&amp;D expenses have been climbing since Tim Cook took over the company from Jobs. Jobs believed that innovation is not about money and it &#34;has nothing to do with how much R&amp;D money” a business put in. Then Cook gradually increased the R&amp;D investments to the current level of around 6.1% since 2018.</li><li>So even at AAPL’s current R&amp;D level, TSM is still outspending AAPL by about 200 basis points. And also note TSM’s consistency: the R&amp;D expenses only fluctuated in a very narrow range over the past 10 years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68ba62925d409c0646d95b62223ef4b9\" tg-width=\"640\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/><span>Source: Author</span></p><p>More impressively, TSM’s yield on the R&amp;D investment is also superior to AAPL, which is already at a remarkable level by itself as shown in the next chart. The chart used Buffett’s $1 test on R&amp;D expenses. More specifically, the chart quantifies the R&amp;D yield by taking the ratio between profit and R&amp;D expenditures. Thus, the results show how many dollars of profit are generated per $1 of R&amp;D expenses. In particular, in this chart, my analysis used the operating cash flow (“OPC”) as the profit and also took a 3-year moving average on the OPC to approximate a 3-year R&amp;D cycle. And the key observations are:</p><ul><li>The R&amp;D yield is also consistent for TSM, with an average of $6.75 since 2014.</li><li>AAPL’s picture is a bit more colorful. Its R&amp;D yield has been astronomical ($10+ in 2013 and $8+ in 2014 and 2015) thanks to its almost monopoly status in key market segments in those days. Its R&amp;D yield has gradually declined to around ~$4.0 in recent years. And its long-term average was about $5.3.</li><li>To provide a broader view, the FAAMG group features an average R&amp;D yield of ~$2.5 in recent years.</li><li>Thus, both AAPL and TSM boast superb R&amp;D yields even when compared to the overachievers in the FAAMG pack, and TSM’s yield is even higher than AAPL by a large gap.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e8c1b1427c0babf39d38ec60269d28\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Seeking Alpha data</span></p><h2>Both enjoy high ROCE too, but AAPL is in its own category</h2><p>To me, ROCE (return on capital employed) is the most fundamental profitability metric as detailed in my blog article (with differences compared to ROE and Q&amp;A on the most frequently received questions from our readers). One key reason for its fundamental importance is that the long-term growth rate is governed by ROCE and reinvestment rate (“RR”) in the following simple way:</p><p>Long-Term Growth Rate = ROCE * RR</p><p>The ROCE of TSM and AAPL are shown below for the past 10 years. As you can see, TSM has been maintaining a high ROCE with remarkable consistency here. Its average ROCE has been about 42%. And I cannot overemphasize the consistency – which is a strong indicator of its stable moat. However, AAPL certainly has the upper hand here. Its ROCE is simply a category of its own. It has been hovering around an average of 125% since 2018 after its “declines” from an astronomical (and also unsustainable level in my view) of 200%+ earlier in the decade.</p><p>In terms of RR, both companies have sustainable capital allocation flexibility thanks to their strong cash generation. All told, my analysis shows that TSM has been maintaining an RR in the range between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%.</p><p>So even without the trade tensions and deglobalization process aforementioned, I would project AAPL to have a much better perpetual growth curve ahead than TSM. I projected AAPL’s LT growth rate to be up to 10% (7.5% RR * 125% ROCE ~ 10% annual growth rate). And TSM’s growth rate, on the hand, would be limited to be in the mid-single digit range (say 4% = 10% RR * 42% ROCE).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98b3ddd710705df7ba8e09cb93f9b81a\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Seeking Alpha data</span></p><h2>Risks and final thought</h2><p>But to reiterate, I do see the developing tension between TSM and AAPL and the deglobalization process as the overarching forces here. And I only see the differences in terms of valuation, R&amp;D yields, and profitability to be secondary forces in the years to come. The deglobalization mega-trend has been unfolding since 2008. And I see a series of recent events (such as AAPL’s rejection of TSM’s price raises, the CHIPS act, the ongoing U.S.-China trade frictions, and also the Russian/Ukraine war) to further exacerbate and accelerate the trend. Under such a mega-trend, I see it as inevitable that key chip clients (such as AAPL, AMD, and NVDA) diversify their manufacturing needs away from TSM.</p><p>And the bottom line is that damage will be mutual but asymmetric the way I see things. It is easier for AAPL to find replacement foundry services but a lot harder for TSM to find replacement clients at the scale of AAPL.</p><p><i>This article is written by Envision Research for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple And Taiwan Semiconductor: Let's Ask Buffett</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple And Taiwan Semiconductor: Let's Ask Buffett\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-22 16:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.But from time to time, some of his choices still come as a surprise and his recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett\">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","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285386886","content_text":"SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.But from time to time, some of his choices still come as a surprise and his recent position in Taiwan Semiconductor is a notable example.The choice is even more puzzling when viewed under the context of his largest holding, Apple.There are certainly positives with Taiwan Semiconductor, that is, even when compared to Apple.However, I see these positives easily overshadowed by the developing tension between them, which produces mutual but asymmetric damage.Jamie McCarthyThe investment thesisAs a long-time Buffett cultist, I feel comfortable saying that I understand most of his investment choices. But occasionally, the grandmaster still manages to make a move that surprises me such as his recent position in TaiwanSemiconductor (NYSE:TSM). To wit, the recent 13F disclosure showed that Buffett opened a sizable position in TSM for the Berkshire Hathaway (BRK.A) (BRK.B) equity portfolio. As you can see from the following chart, his BRK portfolio now holds more than 60.06M shares of TSM with a total worth of over $4.11B. The TSM position is currently the 10thlargest position in the BRK portfolio.Source: Dataroma.comThe surprise comes in several ways. And the more obvious ways (like Buffett’s allergy to tech businesses) have already been discussed by several other SA authors and I won’t further add to it anymore. Here, I want to explore an angle that is less discussed so far. I want to explain why it feels more puzzling to me, that is besides the fact that Buffett added another tech name to his BRK portfolio, when the TSM position is viewed under the context of his largest holding, Apple (NASDAQ:AAPL). There are certainly positives with TSM, that is, even when compared to AAPL. As we will detail in the next section, it is a high-quality stock in its own right. It boasts a large technological lead in its space and an R&D yield that is even better than AAPL.However, I see these positives easily overshadowed by the developing tension between them and also the ongoing deglobalization mega-trend. According to a recentnews report, TSM’s scheduled price raises in 2023 were rejected by AAPL, by far its largest customer. AAPL currently outsources almost all of its processor manufacturing to factories in Taiwan. However, with the U.S. strategic initiatives to push to develop domestic semiconductor foundry capabilities, AAPL (and other U.S. chip players such Advanced Micro Devices (AMD) and NVIDIA (NVDA) too) would be very likely to diversify its chip manufacturing away from TSM. And the damage will be mutual but asymmetric. It is easier for AAPL to find other foundry services to manufacture its chips, and a lot harder for TSM to find such large clients as AAPL.The full impact of such tension and diversification will take time to fully manifest. And TSM’s role as the dominating high-end chipmaker in the world won’t change in the near term. But I see these recent events (such as AAPL’s rejection of the price raises and the recent passing of the CHIPS act) as the turning point. Taking a broader view, I see these events as a logical step, or even an inevitable step, in the deglobalization process – a mega force that has been unfolding for over 10 years as shown in the chart below. The chart illustrates how globalization, measured as the percentage of total exports out of global GDP, has been in decline since its peak in 2008. The percentage has declined from 61% in 2008 to the to 51.6% in 2020. And since 2020, the China-U.S. trade tension, the COVID, and the Russian/Ukraine war have further quickened its pace.In the remainder of this article, I will further analyze the details of these above considerations in more detail.Source: The World BankTSM’s valuation advantageFirst, as mentioned above, there are definitely many positives with TSM even when compared to AAPL. And valuation is an obvious place to start with. As a global leader in the foundry space, it is for sale at a fraction of the overall market and AAPL’s valuation as seen in the chart below.To cite a few examples, TSM’s FY1 PE of 12.8x is almost only 1/2 of AAPL’s 24.2x. Its TTM PE of 13.08x is also about only 1/2 of AAPL’s 24.2x. Considering that these stocks have different leverages and enterprise values (“EV”), let's compare their multiples with leverages adjusted too. As you can see, TSM’s discount is even more dramatic in terms of EV/EBITDA multiples. TSM’s FW EV/EBITDA ratio sits at 7.64x only, less than ½ of AAPL’s 18.18x.Yes, as you will see in the next section, TSM is a high-quality stock in its own right. It boasts a large technological lead in its space, further bolstered by its consistent R&D investments and also superb R&D yield that even surpasses AAPL.Source: Seeking Alpha dataTSM’s more consistent and aggressive R&DAs detailed in our earlier articles:We do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D PROCESS. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&D expenditures, and B) has demonstrated a consistent R&D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).And both TSM and AAPL can sustainably fund their new R&D efforts with no problem in the long term, as illustrated in the next chart. It shows their R&D expenses over the past 10 years as a percentage of their total sales. A few key observations:TSM has been investing very consistently in R&D efforts, on average about 8.0% of its total sales.AAPL's R&D expenses have been climbing since Tim Cook took over the company from Jobs. Jobs believed that innovation is not about money and it \"has nothing to do with how much R&D money” a business put in. Then Cook gradually increased the R&D investments to the current level of around 6.1% since 2018.So even at AAPL’s current R&D level, TSM is still outspending AAPL by about 200 basis points. And also note TSM’s consistency: the R&D expenses only fluctuated in a very narrow range over the past 10 years.Source: AuthorMore impressively, TSM’s yield on the R&D investment is also superior to AAPL, which is already at a remarkable level by itself as shown in the next chart. The chart used Buffett’s $1 test on R&D expenses. More specifically, the chart quantifies the R&D yield by taking the ratio between profit and R&D expenditures. Thus, the results show how many dollars of profit are generated per $1 of R&D expenses. In particular, in this chart, my analysis used the operating cash flow (“OPC”) as the profit and also took a 3-year moving average on the OPC to approximate a 3-year R&D cycle. And the key observations are:The R&D yield is also consistent for TSM, with an average of $6.75 since 2014.AAPL’s picture is a bit more colorful. Its R&D yield has been astronomical ($10+ in 2013 and $8+ in 2014 and 2015) thanks to its almost monopoly status in key market segments in those days. Its R&D yield has gradually declined to around ~$4.0 in recent years. And its long-term average was about $5.3.To provide a broader view, the FAAMG group features an average R&D yield of ~$2.5 in recent years.Thus, both AAPL and TSM boast superb R&D yields even when compared to the overachievers in the FAAMG pack, and TSM’s yield is even higher than AAPL by a large gap.Source: Author based on Seeking Alpha dataBoth enjoy high ROCE too, but AAPL is in its own categoryTo me, ROCE (return on capital employed) is the most fundamental profitability metric as detailed in my blog article (with differences compared to ROE and Q&A on the most frequently received questions from our readers). One key reason for its fundamental importance is that the long-term growth rate is governed by ROCE and reinvestment rate (“RR”) in the following simple way:Long-Term Growth Rate = ROCE * RRThe ROCE of TSM and AAPL are shown below for the past 10 years. As you can see, TSM has been maintaining a high ROCE with remarkable consistency here. Its average ROCE has been about 42%. And I cannot overemphasize the consistency – which is a strong indicator of its stable moat. However, AAPL certainly has the upper hand here. Its ROCE is simply a category of its own. It has been hovering around an average of 125% since 2018 after its “declines” from an astronomical (and also unsustainable level in my view) of 200%+ earlier in the decade.In terms of RR, both companies have sustainable capital allocation flexibility thanks to their strong cash generation. All told, my analysis shows that TSM has been maintaining an RR in the range between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%.So even without the trade tensions and deglobalization process aforementioned, I would project AAPL to have a much better perpetual growth curve ahead than TSM. I projected AAPL’s LT growth rate to be up to 10% (7.5% RR * 125% ROCE ~ 10% annual growth rate). And TSM’s growth rate, on the hand, would be limited to be in the mid-single digit range (say 4% = 10% RR * 42% ROCE).Source: Author based on Seeking Alpha dataRisks and final thoughtBut to reiterate, I do see the developing tension between TSM and AAPL and the deglobalization process as the overarching forces here. And I only see the differences in terms of valuation, R&D yields, and profitability to be secondary forces in the years to come. The deglobalization mega-trend has been unfolding since 2008. And I see a series of recent events (such as AAPL’s rejection of TSM’s price raises, the CHIPS act, the ongoing U.S.-China trade frictions, and also the Russian/Ukraine war) to further exacerbate and accelerate the trend. Under such a mega-trend, I see it as inevitable that key chip clients (such as AAPL, AMD, and NVDA) diversify their manufacturing needs away from TSM.And the bottom line is that damage will be mutual but asymmetric the way I see things. It is easier for AAPL to find replacement foundry services but a lot harder for TSM to find replacement clients at the scale of AAPL.This article is written by Envision Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917446625,"gmtCreate":1665575535168,"gmtModify":1676537629888,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917446625","repostId":"2274583523","repostType":2,"repost":{"id":"2274583523","pubTimestamp":1665588301,"share":"https://ttm.financial/m/news/2274583523?lang=&edition=fundamental","pubTime":"2022-10-12 23:25","market":"us","language":"en","title":"2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2274583523","media":"Motley Fool","summary":"Wall Street analysts are bullish on these growth stocks in spite of the bear market.","content":"<html><head></head><body><p>It has been a tough year for investors. The <b>S&amp;P 500</b> last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts view that downturn as a buying opportunity. For instance, <b>Alphabet</b> and <b>Okta</b> both have a consensus rating of buy among analysts right now.</p><p>Better yet, Tigress Financial analyst Ivan Feinseth has a price target of $186 per share on Alphabet, which implies an 87% upside. And Oppenheimer analyst Ittai Kidron has a price target of $115 per share on Okta, which implies a 114% upside.</p><p>Here&#39;s why these growth stocks are worth buying today.</p><h2>Alphabet: A powerbroker in the advertising industry</h2><p>Alphabet is the parent company of search giant Google, a business that commands so much loyalty that it can reasonably be called the gateway to the internet. In fact, Google currently holds more than 90% market share among search engines. But Google also owns the wildly popular online video platform YouTube, which is currently tied with <b>Netflix</b> as the top streaming service as measured by viewing time, according to <b>Nielsen</b>.</p><p>Google has used those highly engaging web properties to position itself as a powerbroker in the advertising industry. It collected a stunning 27.5% of global digital ad spend in 2020, and despite tough competition from tech companies like <b>Amazon</b> and <b>Alibaba</b>, Google will still hold 27.5% market share by 2023, according to eMarketer.</p><p>Meanwhile, Google is also gaining share in cloud computing. Google Cloud captured 8% of cloud infrastructure spending in the second quarter of 2022, up from 5% in the second quarter of 2019, according to Canalys. One of the drivers behind that success is its leadership in the data cloud market, which itself stems from expertise in analytics and artificial intelligence.</p><p>Not surprisingly, Alphabet has delivered stellar financial results like clockwork. Revenue climbed 26% to $278.1 billion in the past year, and free cash flow jumped 11% to $65.2 billion. But investors have good reason to believe that momentum will carry into the coming years.</p><p>Looking ahead, eMarketer says global digital ad spend will grow at nearly 10% per year to reach $876 billion by 2026, and Grand View Research estimates cloud computing spend will grow at nearly 16% per year to reach $1.6 trillion by 2030. That puts Alphabet in front of a massive market opportunity, and with shares trading at a reasonable 4.9 times sales -- a discount to the three-year average of 6.8 times sales -- now is a great time to buy this growth stock.</p><h2>Okta: The most comprehensive identity platform</h2><p>Okta specializes in identity and access management (IAM), a branch of cybersecurity that seeks to ensure only the right people can access applications and resources at the appropriate time. Its platform allows administrators to enforce contextual access policies based on factors like identity, device, and location, and it leans on artificial intelligence to measure risk and authenticate users.</p><p>Okta offers the most comprehensive IAM solution on the market, according to management. Its platform features over 7,000 prebuilt integrations that simplify adoption, making it easy for businesses to integrate identity into workforce applications like <b>Microsoft</b> 365 and <b>Salesforce</b>. Its platform also features developer tools -- acquired from Auth0 last year -- that allow businesses to embed identity into customer applications.</p><p>Unfortunately, the Auth0 integration has weighed on Okta&#39;s financial performance. Revenue climbed 57% to $1.6 billion over the past year, but free cash flow fell 81% to $23 million. Management recently addressed that issue by restructuring its product portfolio to simplify its go-to-market strategy. Investors should keep an eye on the situation, paying close attention to management&#39;s commentary regarding adoption of its customer identity cloud in the coming quarters.</p><p>On the other side of its business, Okta recently bolstered its workforce identity cloud with the launch of an identity governance and administration (IGA) product, Okta Identity Governance. That IGA solution simplifies auditing and compliance for customers, and it streamlines identity workflows with automation. Okta Identity Governance is now live in North America, and the global launch is slated for later this year. Also noteworthy, Okta has a privileged access management (PAM) product set to launch a few quarters down the road, further expanding its workforce identity cloud. PAM solutions are focused on securing superuser accounts and other highly privileged accounts.</p><p>Collectively, Okta&#39;s acquisition of Auth0 and its introduction of IGA and PAM solutions brings its total addressable market to $80 billion, leaving a long runway for growth. And with shares trading at 5.2 times sales -- a steep discount to the three-year average of 28.2 times sales -- now is a great time to buy this stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been a tough year for investors. The S&P 500 last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","OKTA":"Okta Inc."},"source_url":"https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274583523","content_text":"It has been a tough year for investors. The S&P 500 last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts view that downturn as a buying opportunity. For instance, Alphabet and Okta both have a consensus rating of buy among analysts right now.Better yet, Tigress Financial analyst Ivan Feinseth has a price target of $186 per share on Alphabet, which implies an 87% upside. And Oppenheimer analyst Ittai Kidron has a price target of $115 per share on Okta, which implies a 114% upside.Here's why these growth stocks are worth buying today.Alphabet: A powerbroker in the advertising industryAlphabet is the parent company of search giant Google, a business that commands so much loyalty that it can reasonably be called the gateway to the internet. In fact, Google currently holds more than 90% market share among search engines. But Google also owns the wildly popular online video platform YouTube, which is currently tied with Netflix as the top streaming service as measured by viewing time, according to Nielsen.Google has used those highly engaging web properties to position itself as a powerbroker in the advertising industry. It collected a stunning 27.5% of global digital ad spend in 2020, and despite tough competition from tech companies like Amazon and Alibaba, Google will still hold 27.5% market share by 2023, according to eMarketer.Meanwhile, Google is also gaining share in cloud computing. Google Cloud captured 8% of cloud infrastructure spending in the second quarter of 2022, up from 5% in the second quarter of 2019, according to Canalys. One of the drivers behind that success is its leadership in the data cloud market, which itself stems from expertise in analytics and artificial intelligence.Not surprisingly, Alphabet has delivered stellar financial results like clockwork. Revenue climbed 26% to $278.1 billion in the past year, and free cash flow jumped 11% to $65.2 billion. But investors have good reason to believe that momentum will carry into the coming years.Looking ahead, eMarketer says global digital ad spend will grow at nearly 10% per year to reach $876 billion by 2026, and Grand View Research estimates cloud computing spend will grow at nearly 16% per year to reach $1.6 trillion by 2030. That puts Alphabet in front of a massive market opportunity, and with shares trading at a reasonable 4.9 times sales -- a discount to the three-year average of 6.8 times sales -- now is a great time to buy this growth stock.Okta: The most comprehensive identity platformOkta specializes in identity and access management (IAM), a branch of cybersecurity that seeks to ensure only the right people can access applications and resources at the appropriate time. Its platform allows administrators to enforce contextual access policies based on factors like identity, device, and location, and it leans on artificial intelligence to measure risk and authenticate users.Okta offers the most comprehensive IAM solution on the market, according to management. Its platform features over 7,000 prebuilt integrations that simplify adoption, making it easy for businesses to integrate identity into workforce applications like Microsoft 365 and Salesforce. Its platform also features developer tools -- acquired from Auth0 last year -- that allow businesses to embed identity into customer applications.Unfortunately, the Auth0 integration has weighed on Okta's financial performance. Revenue climbed 57% to $1.6 billion over the past year, but free cash flow fell 81% to $23 million. Management recently addressed that issue by restructuring its product portfolio to simplify its go-to-market strategy. Investors should keep an eye on the situation, paying close attention to management's commentary regarding adoption of its customer identity cloud in the coming quarters.On the other side of its business, Okta recently bolstered its workforce identity cloud with the launch of an identity governance and administration (IGA) product, Okta Identity Governance. That IGA solution simplifies auditing and compliance for customers, and it streamlines identity workflows with automation. Okta Identity Governance is now live in North America, and the global launch is slated for later this year. Also noteworthy, Okta has a privileged access management (PAM) product set to launch a few quarters down the road, further expanding its workforce identity cloud. PAM solutions are focused on securing superuser accounts and other highly privileged accounts.Collectively, Okta's acquisition of Auth0 and its introduction of IGA and PAM solutions brings its total addressable market to $80 billion, leaving a long runway for growth. And with shares trading at 5.2 times sales -- a steep discount to the three-year average of 28.2 times sales -- now is a great time to buy this stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051437060,"gmtCreate":1654732665850,"gmtModify":1676535499198,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051437060","repostId":"2241896546","repostType":4,"repost":{"id":"2241896546","pubTimestamp":1654786818,"share":"https://ttm.financial/m/news/2241896546?lang=&edition=fundamental","pubTime":"2022-06-09 23:00","market":"us","language":"en","title":"Got $5,000? 2 Tech Stocks to Buy and Hold for the Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=2241896546","media":"Motley Fool","summary":"Investing for the long term allows the power of compounding to work wonders for your savings.","content":"<html><head></head><body><p>If you&#39;ve got $5,000 you&#39;re looking to put away for the long term, consider technology companies. They can deliver handsome returns to investors with a long-term mindset. That&#39;s because they typically grow revenue more robustly than, for example, brick-and-mortar retail businesses.</p><p><b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> and <b>Alphabet</b> (GOOGL) (GOOG), specifically, are excellent tech stocks to buy and hold for the long term. Each has a dominant position with its services and coincidentally operates in the advertising industry with its massive total addressable market. Let&#39;s take a closer look at these two buy-and-hold potentials.</p><h2>1. Meta&#39;s stock price has cratered</h2><p>With the headwinds Meta Platforms faces in the near term, it can be easy to forget its dominance. The company, formerly known as Facebook, boasts 2.8 billion daily active users across its family of social media apps, including Facebook, Instagram, Messenger, and WhatsApp. That figure was 8% higher year over year, so despite its size, the company is finding new individuals to attract.</p><p>The key word in the metric mentioned above is <i>daily. </i>There are <i>billions</i> of people opening <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Meta&#39;s family of apps every day. Meta&#39;s apps have been around for several years, and it&#39;s hard to break a habit you&#39;ve been doing daily for years. Daily habits may be bad news if you&#39;re trying to quit smoking, but it&#39;s great news if you&#39;re an investor considering Meta Platforms&#39; stock.</p><p>Meta Platforms&#39; apps are free to join and use, so its revenue model is instead centered around showing targeted ads to users. Judging by Meta&#39;s revenue growth from $5 billion to $118 billion in the last decade, you can reasonably infer that marketers are getting an excellent return from the ads they place on a Meta app. Similarly, Meta&#39;s operating profit margin increased from 10.6% to 39.6% during that time. That suggests Meta is getting much better at efficiently monetizing its users.</p><p><img src=\"https://static.tigerbbs.com/fc623dd246a8bbef238aa0dd73bc5882\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>FB Revenue (Annual) data by YCharts</p><p>Meta has seen some near-term headwinds that have led to a 49% drop in its stock price since last September. Those headwinds relate to increased competition for users&#39; time, smartphone operating system privacy changes, and some short-term macroeconomic factors. With revenue growing as robustly as it has in the last decade and operating profit margins so high, Meta offers investors wiggle room even if these headwinds persist and will give the company time to manage the situation as well as develop new revenue streams (especially as it relates to the metaverse).</p><h2>2. Alphabet is home to Google, the world&#39;s top search engine</h2><p>Google&#39;s share of worldwide search engine queries hovers steadily around 80% and has done so for years. Since so many purchase decisions start with an internet search, that&#39;s a valuable asset to own. Businesses covet the opportunity for their website to appear amid customer search queries.</p><p>That desire has driven Alphabet&#39;s annual revenue from $46 billion a decade ago to its current $258 billion. Appearing in search engine results brings highly qualified customers to businesses, likely to remain valid for several decades more. People won&#39;t take the time to search for something they are not interested in; that&#39;s human nature.</p><p><img src=\"https://static.tigerbbs.com/1e102379109e49d18ea5156fc3dc054a\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>GOOG Revenue (Annual) data by YCharts</p><p>Alphabet&#39;s overall revenue is substantial but it also raises questions about whether growth can continue at its current pace. The answer is that continued growth is likely. Marketers spent $763 billion on ads last year, a total that was 22.5% higher than the previous year. The advertising industry is massive but its also still growing at a significant rate, suggesting that Alphabet has plenty of potential new addressable markets to go after for years to come. It also has its alternate revenue streams to continue growing, including cloud computing, Google Services, and Other Bets (like Waymo driverless vehicles).</p><p>Meta Platforms and Alphabet have captured leadership positions in the industries they serve. Their chosen businesses benefit from consumer habits that are unlikely to change. For those reasons, Meta Platforms and Alphabet are two tech stocks you can buy and hold for the long term.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $5,000? 2 Tech Stocks to Buy and Hold for the Long Term</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGot $5,000? 2 Tech Stocks to Buy and Hold for the Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/08/got-5000-tech-stocks-to-buy-and-hold-for-long-term/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've got $5,000 you're looking to put away for the long term, consider technology companies. They can deliver handsome returns to investors with a long-term mindset. That's because they typically...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/08/got-5000-tech-stocks-to-buy-and-hold-for-long-term/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","GOOG":"谷歌","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","GOOGL":"谷歌A","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4573":"虚拟现实","BK4524":"宅经济概念","BK4508":"社交媒体","BK4581":"高盛持仓","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4538":"云计算","BK4576":"AR","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","META":"Meta Platforms, Inc.","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4579":"人工智能","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎"},"source_url":"https://www.fool.com/investing/2022/06/08/got-5000-tech-stocks-to-buy-and-hold-for-long-term/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241896546","content_text":"If you've got $5,000 you're looking to put away for the long term, consider technology companies. They can deliver handsome returns to investors with a long-term mindset. That's because they typically grow revenue more robustly than, for example, brick-and-mortar retail businesses.Meta Platforms and Alphabet (GOOGL) (GOOG), specifically, are excellent tech stocks to buy and hold for the long term. Each has a dominant position with its services and coincidentally operates in the advertising industry with its massive total addressable market. Let's take a closer look at these two buy-and-hold potentials.1. Meta's stock price has crateredWith the headwinds Meta Platforms faces in the near term, it can be easy to forget its dominance. The company, formerly known as Facebook, boasts 2.8 billion daily active users across its family of social media apps, including Facebook, Instagram, Messenger, and WhatsApp. That figure was 8% higher year over year, so despite its size, the company is finding new individuals to attract.The key word in the metric mentioned above is daily. There are billions of people opening one of Meta's family of apps every day. Meta's apps have been around for several years, and it's hard to break a habit you've been doing daily for years. Daily habits may be bad news if you're trying to quit smoking, but it's great news if you're an investor considering Meta Platforms' stock.Meta Platforms' apps are free to join and use, so its revenue model is instead centered around showing targeted ads to users. Judging by Meta's revenue growth from $5 billion to $118 billion in the last decade, you can reasonably infer that marketers are getting an excellent return from the ads they place on a Meta app. Similarly, Meta's operating profit margin increased from 10.6% to 39.6% during that time. That suggests Meta is getting much better at efficiently monetizing its users.FB Revenue (Annual) data by YChartsMeta has seen some near-term headwinds that have led to a 49% drop in its stock price since last September. Those headwinds relate to increased competition for users' time, smartphone operating system privacy changes, and some short-term macroeconomic factors. With revenue growing as robustly as it has in the last decade and operating profit margins so high, Meta offers investors wiggle room even if these headwinds persist and will give the company time to manage the situation as well as develop new revenue streams (especially as it relates to the metaverse).2. Alphabet is home to Google, the world's top search engineGoogle's share of worldwide search engine queries hovers steadily around 80% and has done so for years. Since so many purchase decisions start with an internet search, that's a valuable asset to own. Businesses covet the opportunity for their website to appear amid customer search queries.That desire has driven Alphabet's annual revenue from $46 billion a decade ago to its current $258 billion. Appearing in search engine results brings highly qualified customers to businesses, likely to remain valid for several decades more. People won't take the time to search for something they are not interested in; that's human nature.GOOG Revenue (Annual) data by YChartsAlphabet's overall revenue is substantial but it also raises questions about whether growth can continue at its current pace. The answer is that continued growth is likely. Marketers spent $763 billion on ads last year, a total that was 22.5% higher than the previous year. The advertising industry is massive but its also still growing at a significant rate, suggesting that Alphabet has plenty of potential new addressable markets to go after for years to come. It also has its alternate revenue streams to continue growing, including cloud computing, Google Services, and Other Bets (like Waymo driverless vehicles).Meta Platforms and Alphabet have captured leadership positions in the industries they serve. Their chosen businesses benefit from consumer habits that are unlikely to change. For those reasons, Meta Platforms and Alphabet are two tech stocks you can buy and hold for the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064594520,"gmtCreate":1652339895760,"gmtModify":1676535081278,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064594520","repostId":"1114386824","repostType":4,"repost":{"id":"1114386824","pubTimestamp":1652324539,"share":"https://ttm.financial/m/news/1114386824?lang=&edition=fundamental","pubTime":"2022-05-12 11:02","market":"us","language":"en","title":"Apple Stock: 2 Reasons to Buy on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1114386824","media":"TheStreet","summary":"Apple stock price has returned to September 2021 levels. While investors may be feeling uneasy about","content":"<html><head></head><body><p>Apple stock price has returned to September 2021 levels. While investors may be feeling uneasy about the recent selloff, the decline could also pose an opportunity.</p><p><b>Apple</b> stock took another hit on May 11, just like the rest of the market in this turbulent 2022 so far. Shares have just dipped to the low $146s from a peak of $182 reached in early January, down 16% and back to September 2021 levels.</p><p>It would be overly optimistic to say that Apple has already declined as much as it could. The stock has sold off by 30% or more a few times in the past several years alone. Still, there are reasons to be optimistic about buying AAPL on the dip.</p><p>Below, I list a couple of them.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd834b5930cc8484f73b322c50b95c91\" tg-width=\"1240\" tg-height=\"827\" referrerpolicy=\"no-referrer\"/><span>Figure 1: 2 Reasons To Buy Apple Stock On The Dip</span></p><p><b>#1. Apple’s business remains robust</b></p><p>One thing is the market, which has showcased plenty of weakness lately. Something completely different are the fundamentals of the economy and the performance of individual companies.</p><p>From a macro perspective, there are enough reasons for investors to worry. Inflation remains high. The interest rate hiking cycle has barely started, and no one (not even the Federal Reserve) knows when it will end. Signs of economic slowdown continue to mount across the globe — more evident in places like China, but still observable in the US.</p><p>Should macroeconomic factors deteriorate substantially, even Apple could suffer the consequences. However, for now, the Cupertino company has been an oasis of prosperity.</p><p>The most recent earnings report proved that Apple can still deliver solid growth on top of outstanding results in 2021. Demand remains high for the iPhone, now in its second 5G cycle with the well-received iPhone 13.The Mac is also sizzling hot, as the M1 chip family has helped Apple to stand out among PC-making peers that have instead witnessed declining shipments.</p><p>Sure, fiscal Q3 will be disrupted by supply chain challenges, which CEO Tim Cook and team believe could shave off up to $8 billion in revenues for the quarter. Still, it is hard to find a tech company that has been “delivering the goods” as Apple has managed to lately.</p><p><b>#2. The more AAPL sinks, the better</b></p><p>Let’s do a quick mental exercise: if a time traveler came from the future and gave you winning lottery numbers, but did not tell you exactly when those numbers would be drawn, what would you do? Would you play one ticket each week until you hit the jackpot?</p><p>This is how I think of the Cupertino giant. Over time — I just can’t pinpoint exactly when — Apple stock should return to all-time highs and then climb much further from there. I believe this to be the case because Apple remains an incredibly relevant tech company. As some might put it, “Apple is not going anywhere”.</p><p>If I am highly suspicious that the trajectory of Apple shares is up and to the right, although with bumps along the way, then it is better to buy AAPL when the stock is cheaper. That time could be now, between 15% and 20% below all-time highs.</p><p>I have plugged in the numbers before and presented my findings in my “best strategy” article. The data suggests that buying AAPL on any random date has produced solid annual returns of 34% through 2021. But when bought in a 15%-plus drawdown like the current one, the average gains have been an even better 40% per year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caa4cc4334f85dcaf5477bab7e65223f\" tg-width=\"739\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/><span>Figure 2: Average One-Year Return on AAPL as of 2021, by Strategy</span></p><p>Here is a number to keep in mind: by climbing back to the all-time highs of $182, AAPL stock will produce returns of 20%. This is just the gain associated with a reversal to early January 2022 levels. Not bad for a start.</p><p>Having said the above, keep in mind that Apple can still dip further before recovering. Equity investing is risky. Shareholders should understand their financial goals and risk tolerance before committing capital to AAPL or any other stock.</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>Apple Stock: 2 Reasons to Buy on the Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: 2 Reasons to Buy on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-12 11:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/2-reasons-to-buy-apple-stock-on-the-dip><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock price has returned to September 2021 levels. While investors may be feeling uneasy about the recent selloff, the decline could also pose an opportunity.Apple stock took another hit on May ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/2-reasons-to-buy-apple-stock-on-the-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/2-reasons-to-buy-apple-stock-on-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114386824","content_text":"Apple stock price has returned to September 2021 levels. While investors may be feeling uneasy about the recent selloff, the decline could also pose an opportunity.Apple stock took another hit on May 11, just like the rest of the market in this turbulent 2022 so far. Shares have just dipped to the low $146s from a peak of $182 reached in early January, down 16% and back to September 2021 levels.It would be overly optimistic to say that Apple has already declined as much as it could. The stock has sold off by 30% or more a few times in the past several years alone. Still, there are reasons to be optimistic about buying AAPL on the dip.Below, I list a couple of them.Figure 1: 2 Reasons To Buy Apple Stock On The Dip#1. Apple’s business remains robustOne thing is the market, which has showcased plenty of weakness lately. Something completely different are the fundamentals of the economy and the performance of individual companies.From a macro perspective, there are enough reasons for investors to worry. Inflation remains high. The interest rate hiking cycle has barely started, and no one (not even the Federal Reserve) knows when it will end. Signs of economic slowdown continue to mount across the globe — more evident in places like China, but still observable in the US.Should macroeconomic factors deteriorate substantially, even Apple could suffer the consequences. However, for now, the Cupertino company has been an oasis of prosperity.The most recent earnings report proved that Apple can still deliver solid growth on top of outstanding results in 2021. Demand remains high for the iPhone, now in its second 5G cycle with the well-received iPhone 13.The Mac is also sizzling hot, as the M1 chip family has helped Apple to stand out among PC-making peers that have instead witnessed declining shipments.Sure, fiscal Q3 will be disrupted by supply chain challenges, which CEO Tim Cook and team believe could shave off up to $8 billion in revenues for the quarter. Still, it is hard to find a tech company that has been “delivering the goods” as Apple has managed to lately.#2. The more AAPL sinks, the betterLet’s do a quick mental exercise: if a time traveler came from the future and gave you winning lottery numbers, but did not tell you exactly when those numbers would be drawn, what would you do? Would you play one ticket each week until you hit the jackpot?This is how I think of the Cupertino giant. Over time — I just can’t pinpoint exactly when — Apple stock should return to all-time highs and then climb much further from there. I believe this to be the case because Apple remains an incredibly relevant tech company. As some might put it, “Apple is not going anywhere”.If I am highly suspicious that the trajectory of Apple shares is up and to the right, although with bumps along the way, then it is better to buy AAPL when the stock is cheaper. That time could be now, between 15% and 20% below all-time highs.I have plugged in the numbers before and presented my findings in my “best strategy” article. The data suggests that buying AAPL on any random date has produced solid annual returns of 34% through 2021. But when bought in a 15%-plus drawdown like the current one, the average gains have been an even better 40% per year.Figure 2: Average One-Year Return on AAPL as of 2021, by StrategyHere is a number to keep in mind: by climbing back to the all-time highs of $182, AAPL stock will produce returns of 20%. This is just the gain associated with a reversal to early January 2022 levels. Not bad for a start.Having said the above, keep in mind that Apple can still dip further before recovering. Equity investing is risky. Shareholders should understand their financial goals and risk tolerance before committing capital to AAPL or any other stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063264276,"gmtCreate":1651477674067,"gmtModify":1676534913507,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063264276","repostId":"1115089008","repostType":2,"repost":{"id":"1115089008","pubTimestamp":1651461673,"share":"https://ttm.financial/m/news/1115089008?lang=&edition=fundamental","pubTime":"2022-05-02 11:21","market":"us","language":"en","title":"3 Semiconductor Stocks to Buy for May 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1115089008","media":"InvestorPlace","summary":"Beaten-down semiconductor stocks could be in for a rebound, thanks to strong growth forecast for the industry","content":"<html><head></head><body><ul><li>These semiconductor stocks to buy all offer valuable upsides to investors.</li><li><b>Nvidia</b> (<b><u>NVDA</u></b>): Diversified products and end markets, strong execution and swelling market opportunity position the stock for growth.</li><li><b>Micron</b> (<b><u>MU</u></b>): A dominant market positioning and improving markets point to strong growth in the near term.</li><li><b>AMD</b> (<b><u>AMD</u></b>): Market share gains and lengthening semiconductor cycle bode well for the chipmaker.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e810948f0a5faa54c81c885d37234b6\" tg-width=\"1600\" tg-height=\"900\" width=\"100%\" height=\"auto\"/><span>Source: Shutterstock</span></p><p>Semiconductor stocks have retreated sharply in the year-to-date period. The <b>iShares Semiconductor ETF</b> (NASDAQ:<b><u>SOXX</u></b>), considered a proxy of the industry, has shed 25% year-to-period. This is steeper than the 20% drop for the <b>Invesco QQQ Trust</b> (NASDAQ:<b><u>QQQ</u></b>) and 12% decline for the <b>SPDR S&amp;P 500 ETF Trust</b> (NYSE:<b><u>SPY</u></b>).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9a503520de775704f0c3cfac4318d70\" tg-width=\"1024\" tg-height=\"554\" width=\"100%\" height=\"auto\"/><span>Source: Charts By TradingView</span></p><p>What’s ailing semiconductor stocks? The macroeconomic uncertainty and geopolitical tensions have dented consumer confidence and their willingness to purchase. U.S. consumer sentiment, as measured by the University of Michigan consumer sentiment index,fell to the lowest level in over 10 years in March before recovering slightly in April.</p><p>This is weighing down on the demand outlook for chip industry’s consumer-facing end markets such as smartphones.</p><p>On the supply side, companies are pressured by component shortages that have disrupted production plans. Then there is the input cost inflation these firms have to contend with.</p><p>But analysts are optimistic. As recently as this week, market research firm Gartner upwardly revised its semiconductor industry revenue forecast for 2022 by $37 billion to $676 billion. This represented a 13.6% year-over-year increase, coming on top of the 26.3% growth in 2021.</p><p>Much of the improvement is expected to come from higher average selling prices, according to Alan Priestley, research vice p resident at Gartner:</p><blockquote>“The semiconductor average selling price (ASP) hike from the chip shortage continues to be a key driver for growth in the global semiconductor market in 2022, but overall semiconductor component supply constraints are expected to gradually ease through 2022 and prices will stabilize with the improving inventory situation.”</blockquote><p>I used the following criteria to zero in on semiconductor stocks that offer huge upside potential:</p><ul><li>Market capitalization above $300 million</li><li>Average volume &amp; current volume greater than 500,000</li><li>Analyst recommendation of buy or better</li><li>Average analysts’ price target of 50% above current price</li><li>EPS growth of more than 15% next year</li><li>Average sales growth of more than 15% over the past five years</li></ul><p>The firm expects memory market and migration to 5G to fuel growth in the chip sector in 2022. These three stocks will benefit from that trend.</p><table><tbody><tr><td><b><u>NVDA</u></b></td><td>Nvidia</td><td>$190.07</td></tr><tr><td><b><u>MU</u></b></td><td>Micron</td><td>$69.20</td></tr><tr><td><b><u>AMD</u></b></td><td>AMD</td><td>$87.37</td></tr></tbody></table><p><b>Nvidia (NVDA)</b></p><p><b>Nvidia’s</b> (NASDAQ:<b><u>NVDA</u></b>) valuation could be a deterrent for those picking stocks purely based on valuation. The stock is trading at a pricier price-to-earnings (P/E) valuation of nearly 50 on a trailing twelve months, notably higher than the industry average of under 20. Does that mean one should shun the stock? Probably not.</p><p>Team Green has its hands in many pies. Nvidia’s revenue stream diversification came to the fore at its GTC 2022 developer conference held in late March. The company increased its long-term addressable market estimate to $1 trillion, with contributions from silicon and software. About $300 billion of this would come from artificial intelligence and omniverse enterprise software.</p><p>Nvidia is one of its kind and it has consistently grown its revenues at a stellar pace over the quarter, while also maintaining a strong margin profile.</p><p>As I recommended in late March, it isn’t too late to partake in the Nvidia party. As an added incentive, we now have an attractive entry point, thanks to the 35% plunge in the stock in the year-to-date period (YTD). The average analysts’ price target for Nvidia stock, according to TipRanks, is $336.57,suggesting roughly 76% upside potential.</p><p><b>Micron (MU)</b></p><p><b>Micron</b> (NASDAQ:<b><u>MU</u></b>) will likely benefit from strong demand for memory chips, which are integrated circuits that can store data. These are used in a variety of applications. The company sells a variety of memory and storage solutions.</p><p>Micron’s second-quarter results, released in late March, underline the fundamental soundness of the company. Both top- and bottom-line comfortably beat expectations. On the earnings call, chief financial officer David Zinsner said DRAM prices have begun to strengthen and the NAND market is stabilizing. That said, the executive expects supply constraints to limit the company’s ability to serve potential upside to demand.</p><p>All the same, the company said improving market conditions and its significantly strong competitive position have set it up for stellar financial results in the second half of the calendar year 2022.</p><p>The average analysts’ price target of $115.94 for Micron stock suggests there is scope for about 67% upside.</p><p><b>AMD (AMD)</b></p><p><b>AMD</b> (NASDAQ:<b><u>AMD</u></b>) has preserved its reputation as a growth stock ever since the Santa Clara, California-based company began a turnaround in 2017 with the launch of its Ryzen lineup of processors. The stock has not been immune to the tech sell-off seen since the start of the year. AMD stock has lost about 39% YTD.</p><p>Analysts attribute some of the weakness to investor fears of a cyclical slowdown or correction anticipated for the semiconductor sector.</p><p>AMD’s first-quarter results, due May 5, are widely expected to show 78% earnings per share (EPS) growth and 62% increase in revenue.</p><p>Earlier this week, Raymond James analyst Chris Caso upgraded AMD stock to a strong buy, premised o nmarket share gains in the data center segment. Tight supply conditions are prompting customers to commit to purchases from AMD, he added.</p><p>The company is expected to chip away at rival <b>Intel’s</b> (NASDAQ:<b><u>INTC</u></b>) share in the PC processor market in the coming years, while also solidifying its position in the server processor market.</p><p>AMD stock offers roughly 65% upside potential; the average analysts’ price target is at $143.94.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Semiconductor Stocks to Buy for May 2022</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 Semiconductor Stocks to Buy for May 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-02 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/https-investorplace-com-p2223938previewtrue/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These semiconductor stocks to buy all offer valuable upsides to investors.Nvidia (NVDA): Diversified products and end markets, strong execution and swelling market opportunity position the stock for ...</p>\n\n<a href=\"https://investorplace.com/2022/05/https-investorplace-com-p2223938previewtrue/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://investorplace.com/2022/05/https-investorplace-com-p2223938previewtrue/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115089008","content_text":"These semiconductor stocks to buy all offer valuable upsides to investors.Nvidia (NVDA): Diversified products and end markets, strong execution and swelling market opportunity position the stock for growth.Micron (MU): A dominant market positioning and improving markets point to strong growth in the near term.AMD (AMD): Market share gains and lengthening semiconductor cycle bode well for the chipmaker.Source: ShutterstockSemiconductor stocks have retreated sharply in the year-to-date period. The iShares Semiconductor ETF (NASDAQ:SOXX), considered a proxy of the industry, has shed 25% year-to-period. This is steeper than the 20% drop for the Invesco QQQ Trust (NASDAQ:QQQ) and 12% decline for the SPDR S&P 500 ETF Trust (NYSE:SPY).Source: Charts By TradingViewWhat’s ailing semiconductor stocks? The macroeconomic uncertainty and geopolitical tensions have dented consumer confidence and their willingness to purchase. U.S. consumer sentiment, as measured by the University of Michigan consumer sentiment index,fell to the lowest level in over 10 years in March before recovering slightly in April.This is weighing down on the demand outlook for chip industry’s consumer-facing end markets such as smartphones.On the supply side, companies are pressured by component shortages that have disrupted production plans. Then there is the input cost inflation these firms have to contend with.But analysts are optimistic. As recently as this week, market research firm Gartner upwardly revised its semiconductor industry revenue forecast for 2022 by $37 billion to $676 billion. This represented a 13.6% year-over-year increase, coming on top of the 26.3% growth in 2021.Much of the improvement is expected to come from higher average selling prices, according to Alan Priestley, research vice p resident at Gartner:“The semiconductor average selling price (ASP) hike from the chip shortage continues to be a key driver for growth in the global semiconductor market in 2022, but overall semiconductor component supply constraints are expected to gradually ease through 2022 and prices will stabilize with the improving inventory situation.”I used the following criteria to zero in on semiconductor stocks that offer huge upside potential:Market capitalization above $300 millionAverage volume & current volume greater than 500,000Analyst recommendation of buy or betterAverage analysts’ price target of 50% above current priceEPS growth of more than 15% next yearAverage sales growth of more than 15% over the past five yearsThe firm expects memory market and migration to 5G to fuel growth in the chip sector in 2022. These three stocks will benefit from that trend.NVDANvidia$190.07MUMicron$69.20AMDAMD$87.37Nvidia (NVDA)Nvidia’s (NASDAQ:NVDA) valuation could be a deterrent for those picking stocks purely based on valuation. The stock is trading at a pricier price-to-earnings (P/E) valuation of nearly 50 on a trailing twelve months, notably higher than the industry average of under 20. Does that mean one should shun the stock? Probably not.Team Green has its hands in many pies. Nvidia’s revenue stream diversification came to the fore at its GTC 2022 developer conference held in late March. The company increased its long-term addressable market estimate to $1 trillion, with contributions from silicon and software. About $300 billion of this would come from artificial intelligence and omniverse enterprise software.Nvidia is one of its kind and it has consistently grown its revenues at a stellar pace over the quarter, while also maintaining a strong margin profile.As I recommended in late March, it isn’t too late to partake in the Nvidia party. As an added incentive, we now have an attractive entry point, thanks to the 35% plunge in the stock in the year-to-date period (YTD). The average analysts’ price target for Nvidia stock, according to TipRanks, is $336.57,suggesting roughly 76% upside potential.Micron (MU)Micron (NASDAQ:MU) will likely benefit from strong demand for memory chips, which are integrated circuits that can store data. These are used in a variety of applications. The company sells a variety of memory and storage solutions.Micron’s second-quarter results, released in late March, underline the fundamental soundness of the company. Both top- and bottom-line comfortably beat expectations. On the earnings call, chief financial officer David Zinsner said DRAM prices have begun to strengthen and the NAND market is stabilizing. That said, the executive expects supply constraints to limit the company’s ability to serve potential upside to demand.All the same, the company said improving market conditions and its significantly strong competitive position have set it up for stellar financial results in the second half of the calendar year 2022.The average analysts’ price target of $115.94 for Micron stock suggests there is scope for about 67% upside.AMD (AMD)AMD (NASDAQ:AMD) has preserved its reputation as a growth stock ever since the Santa Clara, California-based company began a turnaround in 2017 with the launch of its Ryzen lineup of processors. The stock has not been immune to the tech sell-off seen since the start of the year. AMD stock has lost about 39% YTD.Analysts attribute some of the weakness to investor fears of a cyclical slowdown or correction anticipated for the semiconductor sector.AMD’s first-quarter results, due May 5, are widely expected to show 78% earnings per share (EPS) growth and 62% increase in revenue.Earlier this week, Raymond James analyst Chris Caso upgraded AMD stock to a strong buy, premised o nmarket share gains in the data center segment. Tight supply conditions are prompting customers to commit to purchases from AMD, he added.The company is expected to chip away at rival Intel’s (NASDAQ:INTC) share in the PC processor market in the coming years, while also solidifying its position in the server processor market.AMD stock offers roughly 65% upside potential; the average analysts’ price target is at $143.94.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014322115,"gmtCreate":1649611298930,"gmtModify":1676534537415,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014322115","repostId":"1187763771","repostType":4,"repost":{"id":"1187763771","pubTimestamp":1649560342,"share":"https://ttm.financial/m/news/1187763771?lang=&edition=fundamental","pubTime":"2022-04-10 11:12","market":"us","language":"en","title":"Where Will Tesla Stock Be In 2030? Analyst Weighs In","url":"https://stock-news.laohu8.com/highlight/detail?id=1187763771","media":"Benzinga","summary":"Tesla, Inc.TSLAshares barely budged despite all the hype surrounding theCyber Rodeo event held this week.All the same, one analyst is confident that the stock will hit top gear and keep rising over th","content":"<html><head></head><body><p><b>Tesla, Inc.</b>TSLAshares barely budged despite all the hype surrounding the Cyber Rodeo event held this week. All the same, one analyst is confident that the stock will hit top gear and keep rising over the next decade.</p><p><b>What Happened:</b> Tesla stock will go from a market capitalization of a little over $1 trillion currently to $10 trillion by 2030, <b>New Street Research</b> analyst <b>Pierre Ferragu</b> said in a tweet. The analyst said the Tesla growth story is slowly taking hold and the company is on track to see unprecedented scale and capture 20% of the auto market.</p><p>Ferragu, however, cautioned that his estimate is neither a forecast nor an investment recommendation, leaving it open to investors to decide for themselves.</p><p>The analyst&#39;s 2030 look ahead assumes 20 million units of vehicle sales and an average selling price of $35,000, translating to vehicle sales of $700 billion. About $1.5 billion will likely come from insurance, $35 billion-$70 billion from full-self driving software and $250 billion from energy, with real AI providing option value.</p><p>The total 2030 revenue will likely come in at $1 trillion, the analyst estimates. Applying a multiple of 8-10 times on estimated sales, the company&#39;s valuation will gallop to about $10 trillion, he added.</p><p><b>Where Will This Leave Tesla Stock:</b> Tesla&#39;s outstanding share count is currently at 1.03 billion. If the share count remains unchanged, the per-share value of Tesla would be around $9,710.</p><p>Tesla detractors and skeptical investors may debate the credibility of Ferragu&#39;s model. Nevertheless, the company is poised to see superlative growth over the coming years. Tesla, according to many sell-side analysts, is not able to keep pace with the surging demand for its vehicles.</p><p>It may now have found a solution with the two more Gigas, in Berlin and Texas, coming online. <b>Loup Fund</b> analyst <b>Gene Munster</b> expects the company to deliver 1.8 million vehicles in 2023.</p><p>Tesla closed Friday&#39;s session down 3% at $1,025.49.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Where Will Tesla Stock Be In 2030? Analyst Weighs In</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\">\nWhere Will Tesla Stock Be In 2030? Analyst Weighs In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-10 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/04/26557373/where-will-tesla-stock-be-in-2030-analyst-weighs-in><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc.TSLAshares barely budged despite all the hype surrounding the Cyber Rodeo event held this week. All the same, one analyst is confident that the stock will hit top gear and keep rising over ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/04/26557373/where-will-tesla-stock-be-in-2030-analyst-weighs-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/04/26557373/where-will-tesla-stock-be-in-2030-analyst-weighs-in","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187763771","content_text":"Tesla, Inc.TSLAshares barely budged despite all the hype surrounding the Cyber Rodeo event held this week. All the same, one analyst is confident that the stock will hit top gear and keep rising over the next decade.What Happened: Tesla stock will go from a market capitalization of a little over $1 trillion currently to $10 trillion by 2030, New Street Research analyst Pierre Ferragu said in a tweet. The analyst said the Tesla growth story is slowly taking hold and the company is on track to see unprecedented scale and capture 20% of the auto market.Ferragu, however, cautioned that his estimate is neither a forecast nor an investment recommendation, leaving it open to investors to decide for themselves.The analyst's 2030 look ahead assumes 20 million units of vehicle sales and an average selling price of $35,000, translating to vehicle sales of $700 billion. About $1.5 billion will likely come from insurance, $35 billion-$70 billion from full-self driving software and $250 billion from energy, with real AI providing option value.The total 2030 revenue will likely come in at $1 trillion, the analyst estimates. Applying a multiple of 8-10 times on estimated sales, the company's valuation will gallop to about $10 trillion, he added.Where Will This Leave Tesla Stock: Tesla's outstanding share count is currently at 1.03 billion. If the share count remains unchanged, the per-share value of Tesla would be around $9,710.Tesla detractors and skeptical investors may debate the credibility of Ferragu's model. Nevertheless, the company is poised to see superlative growth over the coming years. Tesla, according to many sell-side analysts, is not able to keep pace with the surging demand for its vehicles.It may now have found a solution with the two more Gigas, in Berlin and Texas, coming online. Loup Fund analyst Gene Munster expects the company to deliver 1.8 million vehicles in 2023.Tesla closed Friday's session down 3% at $1,025.49.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010914676,"gmtCreate":1648230314684,"gmtModify":1676534319822,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010914676","repostId":"2221907148","repostType":4,"repost":{"id":"2221907148","pubTimestamp":1648222340,"share":"https://ttm.financial/m/news/2221907148?lang=&edition=fundamental","pubTime":"2022-03-25 23:32","market":"us","language":"en","title":"3 Sell-Off Stocks That Could Help Set You Up for Life","url":"https://stock-news.laohu8.com/highlight/detail?id=2221907148","media":"Motley Fool","summary":"Short-term headwinds have crushed these stocks, but my investment thesis for each remains strong.","content":"<html><head></head><body><p>Short-term drops in the market can feel brutal -- even for those keeping a long-term focus.</p><p>Owning a tech-heavy portfolio that has dropped over 25%, I am no exception. However, by dollar-cost averaging, holding for the long term, and reframing sell-offs as opportunities, it is possible to remain optimistic when facing a correction.</p><p>Speaking to this third point, let us look at three heavily sold-off stocks that offer the potential to set you up for life.</p><h2>Pinterest</h2><p>Driven by its mission &#34;to help people discover the things they love, and inspire them to do those things in their daily lives,&#34; idea-incubator <b>Pinterest</b> ( PINS 1.01% ) puts a twist on social media.</p><p>In a world facing mental health concerns related to social media usage, Pinterest flips the script by providing hope and inspiration -- even if it&#39;s only on an aspirational level.</p><p>Perhaps thanks to this unique connection to its user base, the company saw its share price reach a high of almost $89 in 2021.</p><p>However, after reaching that high mark, Pinterest saw its monthly active users (MAUs) drop from 478 million in the first quarter of 2021 to 431 million at the end of the year. This drop, paired with <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>&#39;s abandoned acquisition for around $70 per share, has sent the stock down 70% from its peak.</p><p>So what makes Pinterest interesting now?</p><p>First, the fears around this MAU decline seem overstated, considering it grew from 367 million in 2019 to 459 million the following year thanks to a pandemic-aided surge. Its subsequent decline in 2021 was far from surprising in hindsight as most of the world reopened, temporarily setting apps like Pinterest on the back burner.</p><p>Second, despite this pullback in MAUs, its global average revenue per user (ARPU) of $1.93 continues to shine. Up 23% year over year in the fourth quarter, this metric strengthened with a growing ARPU of $7.43 domestically and an international ARPU that was up 62% to $0.57. As Pinterest continues to roll out its shoppable content and advertising base internationally, look for its massive user base to become increasingly profitable to the company.</p><p>Finally, according to Comparably, Pinterest has a Net Promoter Score (NPS) of +50. NPS is rated on a scale of -100 to +100 and captures whether a company&#39;s customers would recommend the product. Generally, a positive score is good, while anything above +30 is excellent, making Pinterest&#39;s score stand out.</p><p>Best yet for investors, businesses with excellent NPS scores tend to outperform the market thanks to happier customers. As a result of this NPS score, its remaining international growth runway, and a meager price to free cash flow ratio of just 23, buying and holding Pinterest at these prices could move your retirement years ahead of schedule.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</h2><p>Like Pinterest, <b>Zoom Video Communications</b> ( ZM -0.46% ) boasts an excellent NPS of +53 thanks to its suite of hybrid work-enabling products. Famous for its video conferencing software that has become a verb, Zoom is creating new products, its most recent being the Zoom Contact Center.</p><p>This new offering will act as a customer engagement solution for Zoom&#39;s clients and highlights the somewhat quiet growth optionality hidden behind the company&#39;s core video product. Whether it&#39;s the Zoom phone, events, meetings, or rooms, and now its contact center, the company&#39;s unified communications platform is poised to evolve to meet the needs of its ever-expanding customer base.</p><p>However, with decelerating growth rates that saw revenue increase only 21% in the fiscal 2022 fourth quarter -- compared to growth of 369% the same time last year -- Zoom has seen its stock punished.</p><p>Now 70% below its 52-week highs, the market is pricing Zoom like it faces an existential crisis, but that couldn&#39;t be further from the truth. After generating $1.5 billion in free cash flow (FCF) over the last year, Zoom now trades at just 25 times FCF.</p><p><img src=\"https://static.tigerbbs.com/63772091fb610dbbf6b87ec55751eb2e\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>Any time a company&#39;s price to free cash flow ratio approaches its sales growth rate as is the case here, it catches my attention as reasonably priced growth.</p><p>Zoom&#39;s promising NPS, product optionality, and cheap FCF generation make it a prime sell-off stock to consider holding forever.</p><h2>DocuSign</h2><p>Rounding out our trio of high NPS stocks is <b>DocuSign</b> ( DOCU 1.84% ) and its excellent score of +53. Led by its popular e-signature product, the company now has its eyes on expanding its broader Agreement Cloud offering.</p><p>This Agreement Cloud consists of four key pillars: prepare, sign, act, and manage. As e-signature is by far DocuSign&#39;s most prominent product, it intends to use a land-and-expand business model to grow its sales.</p><p>After getting its foot in the door with nearly 1.2 million customers thanks to its e-signature product, it now aims to build upon these relationships by offering anything and everything related to the agreement space.</p><p>However, with DocuSign seeing its billings growth drop from 56% in fiscal 2021 to 37% in fiscal 2022, the market has sent the stock&#39;s price downward.</p><p>It has also declined nearly 70% from its 52-week high, but this reaction from the market is starting to look overdone. Despite this slowdown in billings growth, DocuSign still posted 45% revenue growth last year and a good net dollar retention rate of 119% in the latest quarter.</p><p>Net dollar retention measures how much DocuSign&#39;s existing customers grew their spending with anything above 100% showing expansion. As time passes, this metric will be vital to investors as it will highlight how the Agreement Cloud&#39;s growth is faring.</p><p>Trading at 44 times free cash flow, DocuSign is the most expensive stock of this trio -- and the fastest growing. However, with its growth rate above its price to free cash flow, the stock still looks attractively priced after its sell-off and could be an excellent holding for long-term investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Sell-Off Stocks That Could Help Set You Up for Life</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Sell-Off Stocks That Could Help Set You Up for Life\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/24/3-sell-off-stocks-that-could-set-you-up-for-life/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Short-term drops in the market can feel brutal -- even for those keeping a long-term focus.Owning a tech-heavy portfolio that has dropped over 25%, I am no exception. However, by dollar-cost averaging...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/24/3-sell-off-stocks-that-could-set-you-up-for-life/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","BK4528":"SaaS概念","PINS":"Pinterest, Inc.","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4211":"区域性银行","BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","DOCU":"Docusign","BK4548":"巴美列捷福持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/24/3-sell-off-stocks-that-could-set-you-up-for-life/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221907148","content_text":"Short-term drops in the market can feel brutal -- even for those keeping a long-term focus.Owning a tech-heavy portfolio that has dropped over 25%, I am no exception. However, by dollar-cost averaging, holding for the long term, and reframing sell-offs as opportunities, it is possible to remain optimistic when facing a correction.Speaking to this third point, let us look at three heavily sold-off stocks that offer the potential to set you up for life.PinterestDriven by its mission \"to help people discover the things they love, and inspire them to do those things in their daily lives,\" idea-incubator Pinterest ( PINS 1.01% ) puts a twist on social media.In a world facing mental health concerns related to social media usage, Pinterest flips the script by providing hope and inspiration -- even if it's only on an aspirational level.Perhaps thanks to this unique connection to its user base, the company saw its share price reach a high of almost $89 in 2021.However, after reaching that high mark, Pinterest saw its monthly active users (MAUs) drop from 478 million in the first quarter of 2021 to 431 million at the end of the year. This drop, paired with PayPal's abandoned acquisition for around $70 per share, has sent the stock down 70% from its peak.So what makes Pinterest interesting now?First, the fears around this MAU decline seem overstated, considering it grew from 367 million in 2019 to 459 million the following year thanks to a pandemic-aided surge. Its subsequent decline in 2021 was far from surprising in hindsight as most of the world reopened, temporarily setting apps like Pinterest on the back burner.Second, despite this pullback in MAUs, its global average revenue per user (ARPU) of $1.93 continues to shine. Up 23% year over year in the fourth quarter, this metric strengthened with a growing ARPU of $7.43 domestically and an international ARPU that was up 62% to $0.57. As Pinterest continues to roll out its shoppable content and advertising base internationally, look for its massive user base to become increasingly profitable to the company.Finally, according to Comparably, Pinterest has a Net Promoter Score (NPS) of +50. NPS is rated on a scale of -100 to +100 and captures whether a company's customers would recommend the product. Generally, a positive score is good, while anything above +30 is excellent, making Pinterest's score stand out.Best yet for investors, businesses with excellent NPS scores tend to outperform the market thanks to happier customers. As a result of this NPS score, its remaining international growth runway, and a meager price to free cash flow ratio of just 23, buying and holding Pinterest at these prices could move your retirement years ahead of schedule.Zoom Video CommunicationsLike Pinterest, Zoom Video Communications ( ZM -0.46% ) boasts an excellent NPS of +53 thanks to its suite of hybrid work-enabling products. Famous for its video conferencing software that has become a verb, Zoom is creating new products, its most recent being the Zoom Contact Center.This new offering will act as a customer engagement solution for Zoom's clients and highlights the somewhat quiet growth optionality hidden behind the company's core video product. Whether it's the Zoom phone, events, meetings, or rooms, and now its contact center, the company's unified communications platform is poised to evolve to meet the needs of its ever-expanding customer base.However, with decelerating growth rates that saw revenue increase only 21% in the fiscal 2022 fourth quarter -- compared to growth of 369% the same time last year -- Zoom has seen its stock punished.Now 70% below its 52-week highs, the market is pricing Zoom like it faces an existential crisis, but that couldn't be further from the truth. After generating $1.5 billion in free cash flow (FCF) over the last year, Zoom now trades at just 25 times FCF.Data by YCharts.Any time a company's price to free cash flow ratio approaches its sales growth rate as is the case here, it catches my attention as reasonably priced growth.Zoom's promising NPS, product optionality, and cheap FCF generation make it a prime sell-off stock to consider holding forever.DocuSignRounding out our trio of high NPS stocks is DocuSign ( DOCU 1.84% ) and its excellent score of +53. Led by its popular e-signature product, the company now has its eyes on expanding its broader Agreement Cloud offering.This Agreement Cloud consists of four key pillars: prepare, sign, act, and manage. As e-signature is by far DocuSign's most prominent product, it intends to use a land-and-expand business model to grow its sales.After getting its foot in the door with nearly 1.2 million customers thanks to its e-signature product, it now aims to build upon these relationships by offering anything and everything related to the agreement space.However, with DocuSign seeing its billings growth drop from 56% in fiscal 2021 to 37% in fiscal 2022, the market has sent the stock's price downward.It has also declined nearly 70% from its 52-week high, but this reaction from the market is starting to look overdone. Despite this slowdown in billings growth, DocuSign still posted 45% revenue growth last year and a good net dollar retention rate of 119% in the latest quarter.Net dollar retention measures how much DocuSign's existing customers grew their spending with anything above 100% showing expansion. As time passes, this metric will be vital to investors as it will highlight how the Agreement Cloud's growth is faring.Trading at 44 times free cash flow, DocuSign is the most expensive stock of this trio -- and the fastest growing. However, with its growth rate above its price to free cash flow, the stock still looks attractively priced after its sell-off and could be an excellent holding for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990740580,"gmtCreate":1660435264841,"gmtModify":1676533468135,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990740580","repostId":"2259721499","repostType":4,"repost":{"id":"2259721499","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":1660347688,"share":"https://ttm.financial/m/news/2259721499?lang=&edition=fundamental","pubTime":"2022-08-13 07:41","market":"us","language":"en","title":"Tesla, Ford Attract New Investments from Soros's Fund","url":"https://stock-news.laohu8.com/highlight/detail?id=2259721499","media":"Dow Jones","summary":"Billionaire investor George Soros's investment fund has bought stakes in Tesla Inc. and Ford Motor Co. and added to existing stakes in EV makers Lucid Group Inc. and Nio Inc., according to a filing late Friday.The fund acquired 29.5 million shares of Ford in  the reporting period ended in June, the filing showed It snapped up nearly 30,000 Tesla shares in a new position as well.New positions for the fund also included bets on Twitter Inc., the social-media company in the middle of a dispute with","content":"<html><head></head><body><p>Billionaire investor George Soros&#39;s investment fund has bought stakes in Tesla Inc. and Ford Motor Co. and added to existing stakes in EV makers Lucid Group Inc. and Nio Inc., according to a filing late Friday.</p><p>The fund acquired 29.5 million shares of Ford in  the reporting period ended in June, the filing showed It snapped up nearly 30,000 Tesla shares in a new position as well.</p><p>New positions for the fund also included bets on Twitter Inc., the social-media company in the middle of a dispute with Tesla Chief Executive Elon Musk over their soured deal.</p><p>It offloaded some of its holdings in Rivian Automotive Inc., however, ending the reporting period with slightly less than 18 million shares, from previous holdings of around 20 million shares.</p><p>New stakes for the fund also included Las Vegas Sands Corp. and Uber Technologies Inc.</p><p>The fund sold all of its shares of Bank of America Corp. and Citigroup Inc. as well as gaming company Take Two Interactive Inc. , among others.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, Ford Attract New Investments from Soros's Fund</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, Ford Attract New Investments from Soros's Fund\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-13 07:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Billionaire investor George Soros&#39;s investment fund has bought stakes in Tesla Inc. and Ford Motor Co. and added to existing stakes in EV makers Lucid Group Inc. and Nio Inc., according to a filing late Friday.</p><p>The fund acquired 29.5 million shares of Ford in  the reporting period ended in June, the filing showed It snapped up nearly 30,000 Tesla shares in a new position as well.</p><p>New positions for the fund also included bets on Twitter Inc., the social-media company in the middle of a dispute with Tesla Chief Executive Elon Musk over their soured deal.</p><p>It offloaded some of its holdings in Rivian Automotive Inc., however, ending the reporting period with slightly less than 18 million shares, from previous holdings of around 20 million shares.</p><p>New stakes for the fund also included Las Vegas Sands Corp. and Uber Technologies Inc.</p><p>The fund sold all of its shares of Bank of America Corp. and Citigroup Inc. as well as gaming company Take Two Interactive Inc. , among others.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4511":"特斯拉概念","F":"福特汽车","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4581":"高盛持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259721499","content_text":"Billionaire investor George Soros's investment fund has bought stakes in Tesla Inc. and Ford Motor Co. and added to existing stakes in EV makers Lucid Group Inc. and Nio Inc., according to a filing late Friday.The fund acquired 29.5 million shares of Ford in  the reporting period ended in June, the filing showed It snapped up nearly 30,000 Tesla shares in a new position as well.New positions for the fund also included bets on Twitter Inc., the social-media company in the middle of a dispute with Tesla Chief Executive Elon Musk over their soured deal.It offloaded some of its holdings in Rivian Automotive Inc., however, ending the reporting period with slightly less than 18 million shares, from previous holdings of around 20 million shares.New stakes for the fund also included Las Vegas Sands Corp. and Uber Technologies Inc.The fund sold all of its shares of Bank of America Corp. and Citigroup Inc. as well as gaming company Take Two Interactive Inc. , among others.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051053949,"gmtCreate":1654612455381,"gmtModify":1676535478454,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy&nbsp;","listText":"Buy buy buy&nbsp;","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051053949","repostId":"1105550808","repostType":2,"repost":{"id":"1105550808","pubTimestamp":1654617111,"share":"https://ttm.financial/m/news/1105550808?lang=&edition=fundamental","pubTime":"2022-06-07 23:51","market":"us","language":"en","title":"7 of the Safest Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1105550808","media":"investorplace","summary":"These seven safest stocks should be prioritized during a volatile market.Costco : A recent selloff h","content":"<html><head></head><body><p>These seven safest stocks should be prioritized during a volatile market.</p><ul><li><a href=\"https://laohu8.com/S/COST\">Costco </a>: A recent selloff has paved the way for a long-term investment in this safe stock.</li><li><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor </a>: A global chip shortage has driven up the company&#39;s profitability and the stock is now undervalued after a selloff.</li><li><a href=\"https://laohu8.com/S/AVGO\">Broadcom </a>: The company&#39;s recent acquisition of <a href=\"https://laohu8.com/S/VMW\">VMware</a> paves the way for more growth and its stock has shown strength through a recent rebound.</li><li><a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>: KO stock continues on a stable uptrend since the Great Recession and Coca-Cola has managed to turn around its declining revenue.</li><li><a href=\"https://laohu8.com/S/FLO\">Flowers Foods</a>: The company pays regular dividends due to solid finances and the stock is in a long-term uptrend despite short-term volatility.</li><li><a href=\"https://laohu8.com/S/PEP\">PepsiCo</a>: PepsiCo is among the largest companies and it still maintains a robust growth in its profitability. This massive brand isn&#39;t going to be out of demand anytime soon.</li><li><a href=\"https://laohu8.com/S/MCD\">McDonald</a>: MCD has continued to be among the safest stocks to invest in. The company&#39;s exceptional performance during the Great Recession makes it a clear buy.</li></ul><p><img src=\"https://static.tigerbbs.com/86cd65f494b42e5ab36b3ab926200e1d\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: Andy Dean Photography / Shutterstock</p><p>The current short-term recovery has put the stock market at a crucial point. Many stocks have been devastated by recent selloffs and investors are still split on whether or not the market is in oversold territory yet. While some point to the Federal Reserve’s (Fed) planned interest rate hikes and call for a recession, others point to oversold stocks to justify another market rally.</p><p>Whatever it might be, it is clear that the stock market is currently highly volatile. There are unprecedented levels of uncertainty as the Fed has to battle both inflation and a contracting economy. Unlike in 2008 and 2020, the Fed cannot use quantitative easing to stimulate the economy. Doing so will only add more fuel to inflation. Therefore, the current situation is especially risky.</p><p>Of course, some sectors, such as tech, are certainly being hit harder. However, many stocks continue to be overvalued compared to the rest of the stock market and could still go lower. With that in mind, investing in safe and stable stocks is a good option.</p><p>Thus, the following seven safest stocks are unlikely to be as volatile:</p><table><tbody><tr><td><b>Ticker</b></td><td><b>Company</b></td><td><b>Price</b></td></tr><tr><td><b><u>COST</u></b></td><td>Costco Wholesale Corporation</td><td>$474.29</td></tr><tr><td><b><u>TSM</u></b></td><td>Taiwan Semiconductor Manufacturing Company Limited</td><td>$94.44</td></tr><tr><td><b><u>AVGO</u></b></td><td>Broadcom Inc.</td><td>$563.96</td></tr><tr><td><b><u>KO</u></b></td><td>The Coca-Cola Company</td><td>$63.12</td></tr><tr><td><b><u>FLO</u></b></td><td>Flowers Foods, Inc.</td><td>$26.11</td></tr><tr><td><b><u>PEP</u></b></td><td>PepsiCo, Inc.</td><td>$165.82</td></tr><tr><td><b><u>MCD</u></b></td><td>McDonald’s Corporation</td><td>$247.54</td></tr></tbody></table><h2><a href=\"https://laohu8.com/S/COST\">Costco </a><img src=\"https://static.tigerbbs.com/119ecb33ef7a48b94a1ac48b430db284\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><a href=\"https://laohu8.com/S/COST\">Costco </a> could be a bargain stock after its sharp selloff. The stock has likely bottomed out and could continue to go up due to its solid finances in the long run.</p><p>Costco has seen growth in both its revenue and net income this quarter. The company has also increased its net profit margin and earnings per share (EPS). Even though its price-to-earnings (P/E) ratio is still relatively high, the stock has performed exceptionally well in turbulent times. In addition, the company is in astable long-term uptrendin its financials.</p><p>Moreover, Costco’s membership model has helped it combat inflation better than its competitors. Therefore, the current rebound of COST stock could be an excellent opportunity to get in on the stock.</p><h2><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor </a><img src=\"https://static.tigerbbs.com/38854e837d13a3a18444fbb92aba5028\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>Taiwan Semiconductor Manufacturing Company Limited</b> (NYSE:<b><u>TSM</u></b>) had a  negative 33% selloff which has since cooled down significantly and the stock could be eyeing a rebound. Theglobal shortage of semiconductorshas led to the stock soaring by more than 200% after the pandemic. However, the recent selloff has likely dragged the stock below its intrinsic value.</p><p>Taiwan Semiconductor hasreported robust financials this quarter. Year-over-year (YOY), quarterly revenue and net income grew at 35.5% and 45.13%, respectively. This is due to a high demand for semiconductors. Moreover, the net profit margin of Taiwan Semiconductor is also extraordinary at 41.28%, which grew by 7.11% this quarter.</p><p>In addition, the semiconductor shortage is unlikely to be solved soon. Supply chain issues persist and the company will continue to profit from the high demand and increased prices for semiconductors. It is among the safest stocks due to its exceptional growth.</p><h2><a href=\"https://laohu8.com/S/AVGO\">Broadcom </a><img src=\"https://static.tigerbbs.com/dcf1a9fd20cb6f6de8681c3897b31ace\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><a href=\"https://laohu8.com/S/AVGO\">Broadcom </a> is a company that manufactures and supplies a wide range of hardware and software products, including semiconductors.</p><p>The company’s stock has seen stable growth in the market with very little volatility. In addition, its financials are robust, with its YOY quarterlyrevenueandnet incomegrowing at 15.79% and 83.9%, respectively.</p><p>Moreover, the company has announced thatit will be acquiring <b>VMware,Inc.</b>(NYSE:<b><u>VMW</u></b>) for $69.1 billion, signaling a secure financial position.</p><p>Nonetheless, investors should still be careful in the short-term as the VMware deal could add some volatility to the stock. However, AVGO is likely to remain among the safest stocks in the long-term.</p><h2><a href=\"https://laohu8.com/S/KO\">Coca-Cola</a><img src=\"https://static.tigerbbs.com/8b999b6331c97bce23b08a9742ea1230\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><a href=\"https://laohu8.com/S/KO\">Coca-Cola</a> is one of the safest stocks to buy. The stock has always remained stable with very little volatility. Even in the current volatile market, KO stock has remained an outlier.</p><p>Furthermore, this household brand is unlikely to die out. Even in the worst-case scenario, Coca-Cola is likely to remain profitable in the long-term. Moreover, the company is now financially stable after a long-term downtrend inrevenue, which will continue to aid its growth.</p><p>In the latest quarter,Coca-Cola beat its EPS and revenue estimatesby 10.44% and 6.82%. The company’s YOY quarterly revenue grew by 16.31% to $10.5 billion and itsnet incomeincreased by 23.88% to $2.78 billion. In addition, despite heavy losses due to the coronavirus pandemic and the subsequent supply chain issues, the company has recovered in almost all aspects. Therefore, I expect KO to be a safe stock to hold long-term.</p><h2><a href=\"https://laohu8.com/S/FLO\">Flowers Foods</a><img src=\"https://static.tigerbbs.com/71ff5e66c699f96220aee47ed44a2455\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><a href=\"https://laohu8.com/S/FLO\">Flowers Foods</a> is a bakery food company. FLO is among the safest stocks and has continued on a long-term uptrend, despite multiple downturns.</p><p>Flowers Foods also has solid financials and hasn’t had any significant losses. In the current market downturn, FLO stock has maintained its uptrend and the company’s financials remained stable.</p><p>Flowers Foods had a YOY quarterlyrevenuegrowth of 10.27% to $1.44 billion and itsnet incomegrew by 19.4% to $85.6 million in the latest quarter. Moreover, the company alsobeat its earnings estimatesby 15.79% and recentlyincreased its dividendby 22 cents per share. Thus, FLO is likely to remain a safe stock due to its stable finances.</p><h2><a href=\"https://laohu8.com/S/PEP\">PepsiCo</a><img src=\"https://static.tigerbbs.com/6fd48eab3147ce36267898bab4b14a91\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>PepsiCo, Inc.</b>(NASDAQ:<b><u>PEP</u></b>) is a similar company to Coca-Cola. However, PEP stock has historically been more stable than KO and PepsiCo’s profitability is significantly higher.</p><p>This quarter, PepsiCo has delivered robust growth, with its YOY quarterlynet incomeandrevenueincreasing by 148.6% and 9.31%, respectively. Moreover, the stock hasn’t been very affected by the recent market volatility and has continued on a long-term uptrend.</p><p>Even during a recession, PepsiCo products will remain in high demand. The brand is a significant one and the company is likely to remain profitable for the foreseeable future.</p><h2><a href=\"https://laohu8.com/S/MCD\">McDonald</a><img src=\"https://static.tigerbbs.com/48630b782a4daaa0d063ae28209df52f\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><a href=\"https://laohu8.com/S/MCD\">McDonald</a> is a no-brainer when discussing safe stocks. MCD stock is one of the most resistant when it comes to volatile markets and recessions. Even during the Great Recession, the stock grew by 7% and the company’s financialsflourished.</p><p>Even more surprisingly, McDonald’s quickly recovered from the coronavirus recession, which hit restaurants particularly hard. Moreover, the company reversed itsrevenuedowntrend after the pandemic.</p><p>Admittedly, the latest quarter was not the company’s strongest. However, McDonald’s stillmanaged to beat earnings expectations. With historical performance in mind, MCD stock is likely to continue on a long-term uptrend.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 of the Safest 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\">\n7 of the Safest Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 23:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/7-of-the-safest-stocks-to-buy-now/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These seven safest stocks should be prioritized during a volatile market.Costco : A recent selloff has paved the way for a long-term investment in this safe stock.Taiwan Semiconductor : A global chip ...</p>\n\n<a href=\"https://investorplace.com/2022/06/7-of-the-safest-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FLO":"花苑食品","COST":"好市多","PEP":"百事可乐","MCD":"麦当劳","AVGO":"博通","VMW":"威睿","TSM":"台积电","KO":"可口可乐"},"source_url":"https://investorplace.com/2022/06/7-of-the-safest-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105550808","content_text":"These seven safest stocks should be prioritized during a volatile market.Costco : A recent selloff has paved the way for a long-term investment in this safe stock.Taiwan Semiconductor : A global chip shortage has driven up the company's profitability and the stock is now undervalued after a selloff.Broadcom : The company's recent acquisition of VMware paves the way for more growth and its stock has shown strength through a recent rebound.Coca-Cola: KO stock continues on a stable uptrend since the Great Recession and Coca-Cola has managed to turn around its declining revenue.Flowers Foods: The company pays regular dividends due to solid finances and the stock is in a long-term uptrend despite short-term volatility.PepsiCo: PepsiCo is among the largest companies and it still maintains a robust growth in its profitability. This massive brand isn't going to be out of demand anytime soon.McDonald: MCD has continued to be among the safest stocks to invest in. The company's exceptional performance during the Great Recession makes it a clear buy.Source: Andy Dean Photography / ShutterstockThe current short-term recovery has put the stock market at a crucial point. Many stocks have been devastated by recent selloffs and investors are still split on whether or not the market is in oversold territory yet. While some point to the Federal Reserve’s (Fed) planned interest rate hikes and call for a recession, others point to oversold stocks to justify another market rally.Whatever it might be, it is clear that the stock market is currently highly volatile. There are unprecedented levels of uncertainty as the Fed has to battle both inflation and a contracting economy. Unlike in 2008 and 2020, the Fed cannot use quantitative easing to stimulate the economy. Doing so will only add more fuel to inflation. Therefore, the current situation is especially risky.Of course, some sectors, such as tech, are certainly being hit harder. However, many stocks continue to be overvalued compared to the rest of the stock market and could still go lower. With that in mind, investing in safe and stable stocks is a good option.Thus, the following seven safest stocks are unlikely to be as volatile:TickerCompanyPriceCOSTCostco Wholesale Corporation$474.29TSMTaiwan Semiconductor Manufacturing Company Limited$94.44AVGOBroadcom Inc.$563.96KOThe Coca-Cola Company$63.12FLOFlowers Foods, Inc.$26.11PEPPepsiCo, Inc.$165.82MCDMcDonald’s Corporation$247.54Costco Costco  could be a bargain stock after its sharp selloff. The stock has likely bottomed out and could continue to go up due to its solid finances in the long run.Costco has seen growth in both its revenue and net income this quarter. The company has also increased its net profit margin and earnings per share (EPS). Even though its price-to-earnings (P/E) ratio is still relatively high, the stock has performed exceptionally well in turbulent times. In addition, the company is in astable long-term uptrendin its financials.Moreover, Costco’s membership model has helped it combat inflation better than its competitors. Therefore, the current rebound of COST stock could be an excellent opportunity to get in on the stock.Taiwan Semiconductor Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) had a  negative 33% selloff which has since cooled down significantly and the stock could be eyeing a rebound. Theglobal shortage of semiconductorshas led to the stock soaring by more than 200% after the pandemic. However, the recent selloff has likely dragged the stock below its intrinsic value.Taiwan Semiconductor hasreported robust financials this quarter. Year-over-year (YOY), quarterly revenue and net income grew at 35.5% and 45.13%, respectively. This is due to a high demand for semiconductors. Moreover, the net profit margin of Taiwan Semiconductor is also extraordinary at 41.28%, which grew by 7.11% this quarter.In addition, the semiconductor shortage is unlikely to be solved soon. Supply chain issues persist and the company will continue to profit from the high demand and increased prices for semiconductors. It is among the safest stocks due to its exceptional growth.Broadcom Broadcom  is a company that manufactures and supplies a wide range of hardware and software products, including semiconductors.The company’s stock has seen stable growth in the market with very little volatility. In addition, its financials are robust, with its YOY quarterlyrevenueandnet incomegrowing at 15.79% and 83.9%, respectively.Moreover, the company has announced thatit will be acquiring VMware,Inc.(NYSE:VMW) for $69.1 billion, signaling a secure financial position.Nonetheless, investors should still be careful in the short-term as the VMware deal could add some volatility to the stock. However, AVGO is likely to remain among the safest stocks in the long-term.Coca-ColaCoca-Cola is one of the safest stocks to buy. The stock has always remained stable with very little volatility. Even in the current volatile market, KO stock has remained an outlier.Furthermore, this household brand is unlikely to die out. Even in the worst-case scenario, Coca-Cola is likely to remain profitable in the long-term. Moreover, the company is now financially stable after a long-term downtrend inrevenue, which will continue to aid its growth.In the latest quarter,Coca-Cola beat its EPS and revenue estimatesby 10.44% and 6.82%. The company’s YOY quarterly revenue grew by 16.31% to $10.5 billion and itsnet incomeincreased by 23.88% to $2.78 billion. In addition, despite heavy losses due to the coronavirus pandemic and the subsequent supply chain issues, the company has recovered in almost all aspects. Therefore, I expect KO to be a safe stock to hold long-term.Flowers FoodsFlowers Foods is a bakery food company. FLO is among the safest stocks and has continued on a long-term uptrend, despite multiple downturns.Flowers Foods also has solid financials and hasn’t had any significant losses. In the current market downturn, FLO stock has maintained its uptrend and the company’s financials remained stable.Flowers Foods had a YOY quarterlyrevenuegrowth of 10.27% to $1.44 billion and itsnet incomegrew by 19.4% to $85.6 million in the latest quarter. Moreover, the company alsobeat its earnings estimatesby 15.79% and recentlyincreased its dividendby 22 cents per share. Thus, FLO is likely to remain a safe stock due to its stable finances.PepsiCoPepsiCo, Inc.(NASDAQ:PEP) is a similar company to Coca-Cola. However, PEP stock has historically been more stable than KO and PepsiCo’s profitability is significantly higher.This quarter, PepsiCo has delivered robust growth, with its YOY quarterlynet incomeandrevenueincreasing by 148.6% and 9.31%, respectively. Moreover, the stock hasn’t been very affected by the recent market volatility and has continued on a long-term uptrend.Even during a recession, PepsiCo products will remain in high demand. The brand is a significant one and the company is likely to remain profitable for the foreseeable future.McDonaldMcDonald is a no-brainer when discussing safe stocks. MCD stock is one of the most resistant when it comes to volatile markets and recessions. Even during the Great Recession, the stock grew by 7% and the company’s financialsflourished.Even more surprisingly, McDonald’s quickly recovered from the coronavirus recession, which hit restaurants particularly hard. Moreover, the company reversed itsrevenuedowntrend after the pandemic.Admittedly, the latest quarter was not the company’s strongest. However, McDonald’s stillmanaged to beat earnings expectations. With historical performance in mind, MCD stock is likely to continue on a long-term uptrend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062985997,"gmtCreate":1651987646319,"gmtModify":1676535009944,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062985997","repostId":"2233329421","repostType":4,"repost":{"id":"2233329421","pubTimestamp":1651980581,"share":"https://ttm.financial/m/news/2233329421?lang=&edition=fundamental","pubTime":"2022-05-08 11:29","market":"us","language":"en","title":"Got $3,000? 3 Growth Stocks to Double Up On Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2233329421","media":"Motley Fool","summary":"Buying the dip in top growth stocks or when they're on the verge of exploding is a proven way to build wealth.","content":"<html><head></head><body><p>The recent market volatility amid rising interest rates has hit growth stocks hard, and while it can be scary to watch the value of your portfolio sink, you could be missing out on rare opportunities to build wealth if you&#39;re only focused on what&#39;s happening and not what you should do. Put another way, market crashes are also often the best times to double up on shares of top companies while they&#39;re still cheap. Like these three growth stocks that look so compelling you&#39;d want to park some money into them right now.</p><h2>Buy the dip in this industry leader</h2><p>If you have patience, can stomach volatility, and are a risk-taker, consider buying shares of <b>Teladoc Health</b> now. I understand that&#39;s a lot to ask, but that&#39;s where things stand after the dramatic recent plunge in Teladoc&#39;s stock price. Yet Teladoc is a leader in an industry that&#39;s only just getting started, and if the company can continue growing its revenue double-digits, the stock should get its due in due time.</p><p>Teladoc stock lost almost half its value in <i><a href=\"https://laohu8.com/S/AONE.U\">one</a></i> day on April 28 after the telehealth giant slashed its outlook for 2022 and reported a huge loss for its first quarter as it recorded a $6.6 billion non-cash goodwill impairment charge. Once a Wall Street darling that saw demand for its virtual care services soar during the peak of the COVID-19 pandemic, Teladoc stock is barely getting any love now.</p><p>It&#39;s true that demand for virtual medical consultations has faded as the pandemic eased, but it&#39;s also true that Teladoc still grew its Q1 revenue by 25% and expects to grow revenue by 18%-23% this year. With more organizations and governments worldwide digitizing services wherever possible, demand for telehealth is expected to grow double-digits in the years to come. Teladoc also specializes in virtual chronic disease management, and as the world&#39;s largest telehealth company, has a lot of power to navigate storms.</p><p>For example, high advertising rates are pressurizing margins for Teladoc&#39;s BetterHelp direct-to-consumer mental health business. Yet, Teladoc&#39;s scale still gives it the leeway to spend more money on the business to boost sales. In fact, Teladoc still expects 2022 BetterHelp revenue to grow in the &#34;upper half&#34; of its long-term mental health revenue growth target of 30%-40% per year.</p><p>Also, Teladoc wants to focus on whole-person care than individual solutions, meaning it wants customers to use multiple products. This strategy could hugely boost customer stickiness and bring in more revenue per customer in the long run, which should eventually translate into more stable revenues and margins. In Q1, multiproduct sales made up 78% of Teladoc&#39;s total sales.</p><p>It&#39;s safe to assume Teladoc&#39;s growth won&#39;t be easy to come by at least in the near term, but it&#39;s also hard to argue the growth potential in telehealth. Teladoc is still transitioning from individual to whole-person offerings, and it&#39;s only fair to give the company time to prove itself. If Teladoc can deliver, you&#39;d look back and regret not buying the stock on days like today.</p><h2>This industry is growing by leaps and bounds, and so is this stock</h2><p>If you&#39;ve been following the red-hot electric vehicle (EV) industry closely, you wouldn&#39;t be surprised to find an EV stock on a list of growth stocks. What might surprise you though is the stock I&#39;m going to name now: <b>BYD</b>.</p><p>Based in China, BYD is absolutely crushing it the world&#39;s largest EV market. BYD is, in fact, the largest seller of new energy vehicles (NEV) in China, and was the second-largest seller of plug-in EVs worldwide in 2021, second only to <b>Tesla</b>. Yet while Tesla must abide by China&#39;s rules for foreign companies that can throttle growth at times, BYD has a clout that&#39;s hard to match. <i>And</i>, Tesla&#39;s sales growth pales in comparison to BYD&#39;s.</p><p><img src=\"https://static.tigerbbs.com/17a5d31c55d9368745e4ffc7d4746c34\" tg-width=\"700\" tg-height=\"668\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Statista.</p><p>Even in April, when sales for most automakers nosedived as they suspended operations amid COVID-19 lockdowns, BYD&#39;s NEV sales rocketed 313%  higher year over year and were up a percentage point sequentially. BYD&#39;s sales of 106,042 NEVs last month was in fact a record for the company.</p><p>There&#39;s a lot more to BYD. It is also one of the largest lithium-ion battery makers in China. With prices of lithium reaching for the skies amid the Russia-Ukraine conflict and demand soaring even as supply remains tight as EV sales boom, BYD is sitting on a massive cash machine.</p><p>BYD took a big leap last month when it discontinued manufacturing of gasoline vehicles as it strives to become a pure EV play. This move itself reflects BYD&#34;s confidence in making it big in the EV industry, and with the industry itself only just getting started, BYD is the kind of stock you&#39;d want to put your money on.</p><h2>Dirt-cheap stock for its growth potential</h2><p><b><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></b> is a leader in customer relationship management (CRM) software. Simply put, the company manages all customer information for organizations of all types and sizes to help them build client relationships and boost customer retention and sales.</p><p>To give you an example, A brick-and-mortar consumer goods company that&#39;s turning to e-commerce uses CRM software to view all customer information and interaction at one place. That enables quicker and better customer service, and companies can even track and analyze customer interaction on their website to build better products and individual consumer experiences.</p><p>CR is a multi-billion dollar market that&#39;s expected to grow at double-digit compound annual rates in the coming years. For nine consecutive years, Salesforce has been ranked as the world&#39;s top CRM provider by research firm International Data Corporation, better known as IDC. Here&#39;s a stunning chart to give you an idea about far ahead Salesforce already is to some of the popular names in the industry in terms of market share.</p><p><img src=\"https://static.tigerbbs.com/4ab041094f4426281122bf8dc6793e77\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Statista.</p><p>Salesforce nearly doubled its revenue to $26.5 billion between its financial years 2019 and 2022 (its financial year ends on January 31 each year). For fiscal year 2023, Salesforce expects revenue to grow 21% at the higher end of its guidance range.</p><p>Those are solid numbers, and although Salesforce generated record revenue in fiscal 2022, the stock is trading significantly below its five-year average price-to-sales ratio. It&#39;s an opportunity you wouldn&#39;t want to miss.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $3,000? 3 Growth Stocks to Double Up On Right 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\">\nGot $3,000? 3 Growth Stocks to Double Up On Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-08 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/07/got-3000-3-growth-stocks-to-double-up-on-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The recent market volatility amid rising interest rates has hit growth stocks hard, and while it can be scary to watch the value of your portfolio sink, you could be missing out on rare opportunities ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/07/got-3000-3-growth-stocks-to-double-up-on-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4532":"文艺复兴科技持仓","NEV":"Nuveen Enhanced Municipal Value","BK4505":"高瓴资本持仓","BK4528":"SaaS概念","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","BK4567":"ESG概念","BK4548":"巴美列捷福持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","TDOC":"Teladoc Health Inc.","BK4504":"桥水持仓","CRM":"赛富时","BK4534":"瑞士信贷持仓","BK4167":"医疗保健技术","BK4550":"红杉资本持仓","BK4535":"淡马锡持仓","BK4574":"无人驾驶","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4561":"索罗斯持仓","BYDDY":"比亚迪ADR","BK4581":"高盛持仓","BK4555":"新能源车"},"source_url":"https://www.fool.com/investing/2022/05/07/got-3000-3-growth-stocks-to-double-up-on-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233329421","content_text":"The recent market volatility amid rising interest rates has hit growth stocks hard, and while it can be scary to watch the value of your portfolio sink, you could be missing out on rare opportunities to build wealth if you're only focused on what's happening and not what you should do. Put another way, market crashes are also often the best times to double up on shares of top companies while they're still cheap. Like these three growth stocks that look so compelling you'd want to park some money into them right now.Buy the dip in this industry leaderIf you have patience, can stomach volatility, and are a risk-taker, consider buying shares of Teladoc Health now. I understand that's a lot to ask, but that's where things stand after the dramatic recent plunge in Teladoc's stock price. Yet Teladoc is a leader in an industry that's only just getting started, and if the company can continue growing its revenue double-digits, the stock should get its due in due time.Teladoc stock lost almost half its value in one day on April 28 after the telehealth giant slashed its outlook for 2022 and reported a huge loss for its first quarter as it recorded a $6.6 billion non-cash goodwill impairment charge. Once a Wall Street darling that saw demand for its virtual care services soar during the peak of the COVID-19 pandemic, Teladoc stock is barely getting any love now.It's true that demand for virtual medical consultations has faded as the pandemic eased, but it's also true that Teladoc still grew its Q1 revenue by 25% and expects to grow revenue by 18%-23% this year. With more organizations and governments worldwide digitizing services wherever possible, demand for telehealth is expected to grow double-digits in the years to come. Teladoc also specializes in virtual chronic disease management, and as the world's largest telehealth company, has a lot of power to navigate storms.For example, high advertising rates are pressurizing margins for Teladoc's BetterHelp direct-to-consumer mental health business. Yet, Teladoc's scale still gives it the leeway to spend more money on the business to boost sales. In fact, Teladoc still expects 2022 BetterHelp revenue to grow in the \"upper half\" of its long-term mental health revenue growth target of 30%-40% per year.Also, Teladoc wants to focus on whole-person care than individual solutions, meaning it wants customers to use multiple products. This strategy could hugely boost customer stickiness and bring in more revenue per customer in the long run, which should eventually translate into more stable revenues and margins. In Q1, multiproduct sales made up 78% of Teladoc's total sales.It's safe to assume Teladoc's growth won't be easy to come by at least in the near term, but it's also hard to argue the growth potential in telehealth. Teladoc is still transitioning from individual to whole-person offerings, and it's only fair to give the company time to prove itself. If Teladoc can deliver, you'd look back and regret not buying the stock on days like today.This industry is growing by leaps and bounds, and so is this stockIf you've been following the red-hot electric vehicle (EV) industry closely, you wouldn't be surprised to find an EV stock on a list of growth stocks. What might surprise you though is the stock I'm going to name now: BYD.Based in China, BYD is absolutely crushing it the world's largest EV market. BYD is, in fact, the largest seller of new energy vehicles (NEV) in China, and was the second-largest seller of plug-in EVs worldwide in 2021, second only to Tesla. Yet while Tesla must abide by China's rules for foreign companies that can throttle growth at times, BYD has a clout that's hard to match. And, Tesla's sales growth pales in comparison to BYD's.Image source: Statista.Even in April, when sales for most automakers nosedived as they suspended operations amid COVID-19 lockdowns, BYD's NEV sales rocketed 313%  higher year over year and were up a percentage point sequentially. BYD's sales of 106,042 NEVs last month was in fact a record for the company.There's a lot more to BYD. It is also one of the largest lithium-ion battery makers in China. With prices of lithium reaching for the skies amid the Russia-Ukraine conflict and demand soaring even as supply remains tight as EV sales boom, BYD is sitting on a massive cash machine.BYD took a big leap last month when it discontinued manufacturing of gasoline vehicles as it strives to become a pure EV play. This move itself reflects BYD\"s confidence in making it big in the EV industry, and with the industry itself only just getting started, BYD is the kind of stock you'd want to put your money on.Dirt-cheap stock for its growth potentialSalesforce is a leader in customer relationship management (CRM) software. Simply put, the company manages all customer information for organizations of all types and sizes to help them build client relationships and boost customer retention and sales.To give you an example, A brick-and-mortar consumer goods company that's turning to e-commerce uses CRM software to view all customer information and interaction at one place. That enables quicker and better customer service, and companies can even track and analyze customer interaction on their website to build better products and individual consumer experiences.CR is a multi-billion dollar market that's expected to grow at double-digit compound annual rates in the coming years. For nine consecutive years, Salesforce has been ranked as the world's top CRM provider by research firm International Data Corporation, better known as IDC. Here's a stunning chart to give you an idea about far ahead Salesforce already is to some of the popular names in the industry in terms of market share.Image source: Statista.Salesforce nearly doubled its revenue to $26.5 billion between its financial years 2019 and 2022 (its financial year ends on January 31 each year). For fiscal year 2023, Salesforce expects revenue to grow 21% at the higher end of its guidance range.Those are solid numbers, and although Salesforce generated record revenue in fiscal 2022, the stock is trading significantly below its five-year average price-to-sales ratio. It's an opportunity you wouldn't want to miss.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081437153,"gmtCreate":1650263572837,"gmtModify":1676534681964,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081437153","repostId":"2228379987","repostType":4,"repost":{"id":"2228379987","pubTimestamp":1650237595,"share":"https://ttm.financial/m/news/2228379987?lang=&edition=fundamental","pubTime":"2022-04-18 07:19","market":"us","language":"en","title":"Netflix, Tesla Earnings: What to Know in Markets This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2228379987","media":"Yahoo Finance","summary":"This week, earnings season is set to ramp up, offering investors a fresh set of data on the strength of corporate profits in the face of elevated inflationary pressure.Two of the major names reporting","content":"<html><head></head><body><p>This week, earnings season is set to ramp up, offering investors a fresh set of data on the strength of corporate profits in the face of elevated inflationary pressure.</p><p>Two of the major names reporting this week will include Netflix (NFLX) and Tesla (TSLA), offering an early look at how some of the mega-cap technology companies performed in the early part of the year.</p><p>The other names set to report this week will span a range of industries, broadening out from last week&#39;s bank-dominated results. Companies including United Airlines (UAL), American Express (AXP), Johnson &amp; Johnson (JNJ) and Kimberly-Clark (KMB) are each on deck to report in the coming days.</p><p>For earnings season so far, results have been mixed, albeit heavily skewed toward the slew of financial names that reported last week including JPMorgan Chase (JPM) and Goldman Sachs (GS). About 7% of S&amp;P 500 index components have reported actual Q1 results so far, and 77% of these have topped Wall Street&#39;s earnings per share (EPS) estimates, matching the five-year average percentage, according to data from FactSet. The estimated earnings growth rate for the index currently stands at 5.1%, which if carried through the rest of the season would mark the lowest earnings growth rate for the index since the fourth quarter of 2020.</p><h2><b>Netflix earnings</b></h2><p>Netflix is set to report results on Tuesday, with investors closely watching for further signs of a slowdown in the streaming giant&#39;s growth after a pandemic-era surge in subscriber numbers.</p><p>Analysts&#39; consensus estimates are looking for Netflix to have added about 2.51 million subscribers for the first quarter, which would mark the least since the second quarter of 2021. This would bring Netflix&#39;s total subscribers to just under 225 million. In the same quarter last year, subscribers grew by nearly 4 million.</p><p>Though Netflix has already seen subscriber growth slow sharply from a pandemic-era peak, the streaming giant&#39;s exit from Russia in early March is also set to further contribute to the deceleration. The Los Gatos, Calif.-based company suspended operations in Russia on March 6 over the country&#39;s invasion of Ukraine, and since then, analysts further trimmed their subscriber estimates.</p><p>&#34;We now expect paid net adds of 1.45MM, below guide of 2.5MM given Russia suspension (~1MM subs),&#34; Cowen analyst John Blackledge wrote in a note last week. The firm also lowered its price target on Netflix to $590 a share from $600 previously, on account of the lower subscriber growth forecast.</p><p>Other analysts also suggested that Netflix&#39;s churn, or subscriber losses, could increase in the quarter after the company announced a price increase for subscribers in the U.S. and Canada in January. But revenue pulled from these price increases could also be used to help Netflix build out bigger content slates and drive growth in less saturated markets internationally, others pointed out.</p><p>&#34;Netflix appears to be nearing a ceiling on UCAN (U.S. and Canada) subscribers, and is pulling new levers to lower churn,&#34; Wedbush analyst Michael Pachter wrote in a note. &#34;Subscription price increases in the West should fuel additional content production and growth in other regions, and our bias is that cash flow will turn positive in 2022 and beyond, as management has guided. However, subscriber growth will likely occur primarily in less developed regions at lower subscription prices, with Western subscribers paying higher rates to fund new content.&#34;</p><p>&#34;Content dumps, where all episodes of a new season are delivered at the same instant, will likely keep churn high, as price conscious consumers can swap out of Netflix and shift to a competitor service after viewing the content they desire,&#34; he added. &#34;Sustainable profit growth should continue so long as Netflix is able to continue raising subscription prices, but competition may limit future price increases.&#34;</p><p>Overall, Netflix is expected to report GAAP earnings of $2.91 per share on revenue of $7.95 billion, which on the top line would represent just a 11% increase over last year. In the same quarter in 2021, revenue grew 24%.</p><p>Shares of Netflix have fallen 43% for the year-to-date in 2022, underperforming against the S&amp;P 500&#39;s 7.8% drop over that same period.</p><h2>Tesla earnings</h2><p>Meanwhile, another major company set to report results this week will be Tesla.</p><p>The electric vehicle maker is scheduled to post its quarterly report Wednesday after market close. Ahead of these results, Tesla announced record deliveries of more than 310,000 during the first three months of this year. That represented a 68% jump over last year&#39;s deliveries. Tesla has sought to average 50% growth in annual vehicle deliveries.</p><p>Production, however, slipped slightly on a quarter-over-quarter basis, with output coming in at 305,407 for the first quarter compared to 305,840 during the final three months of 2021. Tesla, like many other automakers, has continued to grapple with lingering supply chain challenges and rising input costs, leading CEO Elon Musk to suggest that the company may begin mining its own lithium for batteries as metal prices soar.</p><p>&#34;Right now Tesla has a high-class problem of demand outstripping supply with this issue now translating into ~5-6 month delays for Model Ys, some Model 3s in different parts of the globe,&#34; Wedbush analyst Dan Ives wrote in a note. &#34;The key to alleviating these issues is centered around the key Giga openings in Austin and Berlin which will alleviate the bottlenecks of production for Tesla globally.&#34;</p><p>Just earlier this month, Tesla officially began delivering its first Texas-made vehicles from its new Austin Gigafactory. At Tesla&#39;s &#34;Cyber Rodeo&#34; launch party on April 7, Musk said the facility was aiming to begin building the Tesla Cybertruck starting in 2023 and has targeted making 500,000 units of the Model Y per year.</p><p>The newly made U.S. Gigafactory is set to be pivotal in helping Tesla further ramp production and help meet demand domestically, especially given snarls internationally as Tesla&#39;s Shanghai Gigafactory closed for weeks due to a COVID outbreak in the region.</p><p><i>&#34;</i>We believe by the end of 2022 Tesla will have the run rate capacity for overall ~2 million units annually from roughly 1 million today,&#34; Ives added. &#34;While the China zero COVID policy is causing shutdowns in Shanghai for Tesla (and others) and remains a worrying trend if it continues, seeing the forest through the trees with Austin and Berlin now live and ramping, Musk &amp; Co. will continue to flex its distribution muscles in the EV landscape while many other automakers struggle to get things off the ground.&#34;</p><p>While Tesla shares have outperformed the S&amp;P 500 for the year-to-date, the stock came under pressure on Thursday after Musk disclosed he made an offer to buy social media company <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) for $54.20 per share, or about $43 billion in cash. Many have noted Musk would likely have to sell Tesla shares in order to finance the deal if it were to go through.</p><p>In Tesla&#39;s first-quarter results, Wall Street is looking for the company to post adjusted earnings of $2.27 per share on revenue of $17.85 billion, representing sales growth of 65%.</p><h2>Economic calendar</h2><ul><li><p><b>Monday: </b>NAHB Housing Market Index, April (77 expected, 79 in March)</p></li><li><p><b>Tuesday: </b>Housing starts, March (1.745 million expected, 1.769 million in February); Building permits, March (1.830 million expected, 1.859 million in February)</p></li><li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended April 15 (-1.3% during prior week); Existing home sales, March (5.78 million expected, 6.02 million in February); Federal Reserve releases Beige Book</p></li><li><p><b>Thursday: </b>Philadelphia Fed Business Outlook index, April (20.5 expected, 27.4 in March); Initial jobless claims, week ended April 16 (185,000 during prior week); Continuing claims, week ended April 9 (1.475 million during prior week); Leading Index, March (0.3% expected, 0.3% in February)</p></li><li><p><b>Friday: </b>S&amp;P Global U.S. Manufacturing PMI, April preliminary (57.8 expected, 58.8 in March); S&amp;P Global U.S. Services PMI, April preliminary (58.1 expected, 58.0 in March); S&amp;P Global U.S. Composite PMI, April preliminary (57.7 in March)</p></li></ul><h2>Earnings calendar</h2><h2><img src=\"https://static.tigerbbs.com/c5fcaf90030c6d8be015e91c8c372d74\" tg-width=\"1800\" tg-height=\"1430\" referrerpolicy=\"no-referrer\"/></h2><p><b>Monday</b></p><p>Before market open: <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a> (SYF), Bank of New York Mellon Corp. (BK), Bank of America (BAC), Charles Schwab (SCHW)</p><p>After market close: JB Hunt Transport Services (JBHT)</p><p><b>Tuesday</b></p><p>Before market open: <a href=\"https://laohu8.com/S/FITBO\">Fifth Third Bancorp</a>. (FITB), Johnson &amp; Johnson (JNJ), <a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a> (CFG), Halliburton (HAL), <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>. (TFC), Hasbro (HAS), Lockheed Martin (LMT)</p><p>After market close: Netflix (NFLX), <a href=\"https://laohu8.com/S/IBM\">IBM</a> (IBM), First Horizon Corp. (FHN)</p><p><b>Wednesday</b></p><p>Before market open: Anthem (ANTM), Nasdaq (NDAQ), Baker Hughes (BKR), Procter &amp; Gamble (PG), Abbott Laboratories (ABT)</p><p>After market close: CSX Corp. (CSX), United Airlines (UAL), Crown Castle International (CCI), Alcoa Corp. (AA), Equifax (EFX), <a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a> (STLD), Tesla (TSLA), Tenet Healthcare (THC), Kinder Morgan (KMI)</p><p><b>Thursday</b></p><p>Before market open: Xerox (XRX), AT&amp;T (T), Dow Inc. (DOW), Las Vegas Sands (LVS), <a href=\"https://laohu8.com/S/SAVE\">Spirit Airlines</a> (SAVE), Blackstone (BX), Danaher (DHR), American Airlines (AAL), Pool Corp. (POOL), <a href=\"https://laohu8.com/S/AN\">AutoNation</a> (AN), Alaska Air Group (ALK), Tractor Supply Co. (TSCO), Philip Morris International (PM), Union Pacific (UNP),</p><p>After market close: Boston Beer Co. (SAM), Snap (SNAP)</p><p><b>Friday</b></p><p>Before market open: Verizon (VZ), Schlumberger (SLB), American Express (AXP), Kimberly-Clark (KMB)</p><p>After market close: <i>No notable reports scheduled for release</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix, Tesla Earnings: What to Know in Markets This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix, Tesla Earnings: What to Know in Markets This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-18 07:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/netflix-tesla-earnings-what-to-know-in-markets-this-week-154106070.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week, earnings season is set to ramp up, offering investors a fresh set of data on the strength of corporate profits in the face of elevated inflationary pressure.Two of the major names reporting...</p>\n\n<a href=\"https://finance.yahoo.com/news/netflix-tesla-earnings-what-to-know-in-markets-this-week-154106070.html\">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","NFLX":"奈飞",".SPX":"S&P 500 Index","TSLA":"特斯拉",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/netflix-tesla-earnings-what-to-know-in-markets-this-week-154106070.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228379987","content_text":"This week, earnings season is set to ramp up, offering investors a fresh set of data on the strength of corporate profits in the face of elevated inflationary pressure.Two of the major names reporting this week will include Netflix (NFLX) and Tesla (TSLA), offering an early look at how some of the mega-cap technology companies performed in the early part of the year.The other names set to report this week will span a range of industries, broadening out from last week's bank-dominated results. Companies including United Airlines (UAL), American Express (AXP), Johnson & Johnson (JNJ) and Kimberly-Clark (KMB) are each on deck to report in the coming days.For earnings season so far, results have been mixed, albeit heavily skewed toward the slew of financial names that reported last week including JPMorgan Chase (JPM) and Goldman Sachs (GS). About 7% of S&P 500 index components have reported actual Q1 results so far, and 77% of these have topped Wall Street's earnings per share (EPS) estimates, matching the five-year average percentage, according to data from FactSet. The estimated earnings growth rate for the index currently stands at 5.1%, which if carried through the rest of the season would mark the lowest earnings growth rate for the index since the fourth quarter of 2020.Netflix earningsNetflix is set to report results on Tuesday, with investors closely watching for further signs of a slowdown in the streaming giant's growth after a pandemic-era surge in subscriber numbers.Analysts' consensus estimates are looking for Netflix to have added about 2.51 million subscribers for the first quarter, which would mark the least since the second quarter of 2021. This would bring Netflix's total subscribers to just under 225 million. In the same quarter last year, subscribers grew by nearly 4 million.Though Netflix has already seen subscriber growth slow sharply from a pandemic-era peak, the streaming giant's exit from Russia in early March is also set to further contribute to the deceleration. The Los Gatos, Calif.-based company suspended operations in Russia on March 6 over the country's invasion of Ukraine, and since then, analysts further trimmed their subscriber estimates.\"We now expect paid net adds of 1.45MM, below guide of 2.5MM given Russia suspension (~1MM subs),\" Cowen analyst John Blackledge wrote in a note last week. The firm also lowered its price target on Netflix to $590 a share from $600 previously, on account of the lower subscriber growth forecast.Other analysts also suggested that Netflix's churn, or subscriber losses, could increase in the quarter after the company announced a price increase for subscribers in the U.S. and Canada in January. But revenue pulled from these price increases could also be used to help Netflix build out bigger content slates and drive growth in less saturated markets internationally, others pointed out.\"Netflix appears to be nearing a ceiling on UCAN (U.S. and Canada) subscribers, and is pulling new levers to lower churn,\" Wedbush analyst Michael Pachter wrote in a note. \"Subscription price increases in the West should fuel additional content production and growth in other regions, and our bias is that cash flow will turn positive in 2022 and beyond, as management has guided. However, subscriber growth will likely occur primarily in less developed regions at lower subscription prices, with Western subscribers paying higher rates to fund new content.\"\"Content dumps, where all episodes of a new season are delivered at the same instant, will likely keep churn high, as price conscious consumers can swap out of Netflix and shift to a competitor service after viewing the content they desire,\" he added. \"Sustainable profit growth should continue so long as Netflix is able to continue raising subscription prices, but competition may limit future price increases.\"Overall, Netflix is expected to report GAAP earnings of $2.91 per share on revenue of $7.95 billion, which on the top line would represent just a 11% increase over last year. In the same quarter in 2021, revenue grew 24%.Shares of Netflix have fallen 43% for the year-to-date in 2022, underperforming against the S&P 500's 7.8% drop over that same period.Tesla earningsMeanwhile, another major company set to report results this week will be Tesla.The electric vehicle maker is scheduled to post its quarterly report Wednesday after market close. Ahead of these results, Tesla announced record deliveries of more than 310,000 during the first three months of this year. That represented a 68% jump over last year's deliveries. Tesla has sought to average 50% growth in annual vehicle deliveries.Production, however, slipped slightly on a quarter-over-quarter basis, with output coming in at 305,407 for the first quarter compared to 305,840 during the final three months of 2021. Tesla, like many other automakers, has continued to grapple with lingering supply chain challenges and rising input costs, leading CEO Elon Musk to suggest that the company may begin mining its own lithium for batteries as metal prices soar.\"Right now Tesla has a high-class problem of demand outstripping supply with this issue now translating into ~5-6 month delays for Model Ys, some Model 3s in different parts of the globe,\" Wedbush analyst Dan Ives wrote in a note. \"The key to alleviating these issues is centered around the key Giga openings in Austin and Berlin which will alleviate the bottlenecks of production for Tesla globally.\"Just earlier this month, Tesla officially began delivering its first Texas-made vehicles from its new Austin Gigafactory. At Tesla's \"Cyber Rodeo\" launch party on April 7, Musk said the facility was aiming to begin building the Tesla Cybertruck starting in 2023 and has targeted making 500,000 units of the Model Y per year.The newly made U.S. Gigafactory is set to be pivotal in helping Tesla further ramp production and help meet demand domestically, especially given snarls internationally as Tesla's Shanghai Gigafactory closed for weeks due to a COVID outbreak in the region.\"We believe by the end of 2022 Tesla will have the run rate capacity for overall ~2 million units annually from roughly 1 million today,\" Ives added. \"While the China zero COVID policy is causing shutdowns in Shanghai for Tesla (and others) and remains a worrying trend if it continues, seeing the forest through the trees with Austin and Berlin now live and ramping, Musk & Co. will continue to flex its distribution muscles in the EV landscape while many other automakers struggle to get things off the ground.\"While Tesla shares have outperformed the S&P 500 for the year-to-date, the stock came under pressure on Thursday after Musk disclosed he made an offer to buy social media company Twitter (TWTR) for $54.20 per share, or about $43 billion in cash. Many have noted Musk would likely have to sell Tesla shares in order to finance the deal if it were to go through.In Tesla's first-quarter results, Wall Street is looking for the company to post adjusted earnings of $2.27 per share on revenue of $17.85 billion, representing sales growth of 65%.Economic calendarMonday: NAHB Housing Market Index, April (77 expected, 79 in March)Tuesday: Housing starts, March (1.745 million expected, 1.769 million in February); Building permits, March (1.830 million expected, 1.859 million in February)Wednesday: MBA Mortgage Applications, week ended April 15 (-1.3% during prior week); Existing home sales, March (5.78 million expected, 6.02 million in February); Federal Reserve releases Beige BookThursday: Philadelphia Fed Business Outlook index, April (20.5 expected, 27.4 in March); Initial jobless claims, week ended April 16 (185,000 during prior week); Continuing claims, week ended April 9 (1.475 million during prior week); Leading Index, March (0.3% expected, 0.3% in February)Friday: S&P Global U.S. Manufacturing PMI, April preliminary (57.8 expected, 58.8 in March); S&P Global U.S. Services PMI, April preliminary (58.1 expected, 58.0 in March); S&P Global U.S. Composite PMI, April preliminary (57.7 in March)Earnings calendarMondayBefore market open: Synchrony Financial (SYF), Bank of New York Mellon Corp. (BK), Bank of America (BAC), Charles Schwab (SCHW)After market close: JB Hunt Transport Services (JBHT)TuesdayBefore market open: Fifth Third Bancorp. (FITB), Johnson & Johnson (JNJ), Citizens Financial Group (CFG), Halliburton (HAL), Truist Financial Corp. (TFC), Hasbro (HAS), Lockheed Martin (LMT)After market close: Netflix (NFLX), IBM (IBM), First Horizon Corp. (FHN)WednesdayBefore market open: Anthem (ANTM), Nasdaq (NDAQ), Baker Hughes (BKR), Procter & Gamble (PG), Abbott Laboratories (ABT)After market close: CSX Corp. (CSX), United Airlines (UAL), Crown Castle International (CCI), Alcoa Corp. (AA), Equifax (EFX), Steel Dynamics (STLD), Tesla (TSLA), Tenet Healthcare (THC), Kinder Morgan (KMI)ThursdayBefore market open: Xerox (XRX), AT&T (T), Dow Inc. (DOW), Las Vegas Sands (LVS), Spirit Airlines (SAVE), Blackstone (BX), Danaher (DHR), American Airlines (AAL), Pool Corp. (POOL), AutoNation (AN), Alaska Air Group (ALK), Tractor Supply Co. (TSCO), Philip Morris International (PM), Union Pacific (UNP),After market close: Boston Beer Co. (SAM), Snap (SNAP)FridayBefore market open: Verizon (VZ), Schlumberger (SLB), American Express (AXP), Kimberly-Clark (KMB)After market close: No notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012897993,"gmtCreate":1649300133444,"gmtModify":1676534488379,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012897993","repostId":"1107900916","repostType":4,"repost":{"id":"1107900916","pubTimestamp":1649299728,"share":"https://ttm.financial/m/news/1107900916?lang=&edition=fundamental","pubTime":"2022-04-07 10:48","market":"us","language":"en","title":"How Many Times Can We Buy AMD Stock At $100?","url":"https://stock-news.laohu8.com/highlight/detail?id=1107900916","media":"TheStreet","summary":"Advanced Micro Devices is pulling back, putting the key $100 in play. Will it hold?The semiconductor","content":"<html><head></head><body><p>Advanced Micro Devices is pulling back, putting the key $100 in play. Will it hold?</p><p>The semiconductor group has become a bellwether industry to watch for stock market investors. As such, Nvidia, Advanced Micro Devices(<b>AMD</b>) and others are now at the forefront of many investors’ trading screens.</p><p>AMD and Nvidia did a tremendous job bucking the bear market in the fourth quarter, surging to all-time highs. Eventually, the selling caught up with them though.</p><p>Shares of AMD came tumbling down in January, ultimately bottoming near $100 in late January. This was a robust support zone, not just because of it being psychologically relevant, but because it was a big breakout level for AMD.</p><p>Since then, we’ve seen dips down to the low-$100s in February and March. However, each rally from this support zone seems to lose steam.</p><p>It’s got investors wondering if a potentially larger dip could be in store.</p><p>For now though, it continues to hold. AMD stock traded down to $101.71 this morning and is now trying to bounce. Despite the fundamental strength behind these companies’ businesses, investors are focused on something else at the moment: Fear.</p><p><b>Trading AMD Stock</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/101d8e6e76de9ae00aa9d4e914a3bb83\" tg-width=\"1106\" tg-height=\"809\" width=\"100%\" height=\"auto\"/><span>Daily chart of AMD stock.</span></p><p>AMD has been a hot stock lately. So have many semiconductors. That doesn’t mean they can’t come under pressure though.</p><p>On Tuesday, I noted the importance of last week’s low at $106.10. If AMD were to lose that level, it would open the door down to the $100 support area.</p><p>Notice on the daily chart — which spans about 15 months — just how critical this area has been. It was resistance in January 2021, then a major breakout zone in the summer. When AMD finally cooled off, this former resistance mark was significant support.</p><p>That paved the way for AMD stock to surge to record highs.</p><p>Now struggling to regain momentum, keep a close eye on this zone. If it fails, it could open the door down the low $90s. Further, its failure at $100 would not be a great signal for Nvidia and other semiconductor stocks.</p><p>On the upside, let’s see how AMD stock handles the $107.50 area. That’s roughly the 61.8% retracement of this entire range, but also comes into play around the low for the past few sessions.</p><p>Back up through that area and the short-term daily moving averages will be in play. All in all, $125 continues to act as resistance.</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>How Many Times Can We Buy AMD Stock At $100?</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\">\nHow Many Times Can We Buy AMD Stock At $100?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/will-100-hold-as-support-for-advanced-micro-devices-amd-stock><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices is pulling back, putting the key $100 in play. Will it hold?The semiconductor group has become a bellwether industry to watch for stock market investors. As such, Nvidia, ...</p>\n\n<a href=\"https://www.thestreet.com/investing/will-100-hold-as-support-for-advanced-micro-devices-amd-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.thestreet.com/investing/will-100-hold-as-support-for-advanced-micro-devices-amd-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107900916","content_text":"Advanced Micro Devices is pulling back, putting the key $100 in play. Will it hold?The semiconductor group has become a bellwether industry to watch for stock market investors. As such, Nvidia, Advanced Micro Devices(AMD) and others are now at the forefront of many investors’ trading screens.AMD and Nvidia did a tremendous job bucking the bear market in the fourth quarter, surging to all-time highs. Eventually, the selling caught up with them though.Shares of AMD came tumbling down in January, ultimately bottoming near $100 in late January. This was a robust support zone, not just because of it being psychologically relevant, but because it was a big breakout level for AMD.Since then, we’ve seen dips down to the low-$100s in February and March. However, each rally from this support zone seems to lose steam.It’s got investors wondering if a potentially larger dip could be in store.For now though, it continues to hold. AMD stock traded down to $101.71 this morning and is now trying to bounce. Despite the fundamental strength behind these companies’ businesses, investors are focused on something else at the moment: Fear.Trading AMD StockDaily chart of AMD stock.AMD has been a hot stock lately. So have many semiconductors. That doesn’t mean they can’t come under pressure though.On Tuesday, I noted the importance of last week’s low at $106.10. If AMD were to lose that level, it would open the door down to the $100 support area.Notice on the daily chart — which spans about 15 months — just how critical this area has been. It was resistance in January 2021, then a major breakout zone in the summer. When AMD finally cooled off, this former resistance mark was significant support.That paved the way for AMD stock to surge to record highs.Now struggling to regain momentum, keep a close eye on this zone. If it fails, it could open the door down the low $90s. Further, its failure at $100 would not be a great signal for Nvidia and other semiconductor stocks.On the upside, let’s see how AMD stock handles the $107.50 area. That’s roughly the 61.8% retracement of this entire range, but also comes into play around the low for the past few sessions.Back up through that area and the short-term daily moving averages will be in play. All in all, $125 continues to act as resistance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010604499,"gmtCreate":1648348676445,"gmtModify":1676534329948,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010604499","repostId":"1155138099","repostType":4,"repost":{"id":"1155138099","pubTimestamp":1648342031,"share":"https://ttm.financial/m/news/1155138099?lang=&edition=fundamental","pubTime":"2022-03-27 08:47","market":"us","language":"en","title":"Apple: Plan For iPhone Subscriptions Could Be Massive - Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1155138099","media":"seekingalpha","summary":"Bloomberg reported that Apple is considering a hardware subscription strategy for its devices.We dis","content":"<html><head></head><body><ul><li>Bloomberg reported that Apple is considering a hardware subscription strategy for its devices.</li><li>We discuss why it could help Apple penetrate more effectively into Android&#39;s traditional strongholds and take share.</li><li>We also discuss why AAPL stock is a Buy.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acc9714ab5a74941eaf8758b8b77e3a3\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>PhillDanze/iStock Editorial via Getty Images</span></p><p></p><h2>Investment Thesis</h2><p>Apple Inc. (NASDAQ:AAPL) was reported to be considering a hardware subscription service for its suite of products. So naturally, the attention is on its flagship iPhone segment. Nevertheless, nothing has been confirmed, and plans could continue to be developed or even stalled.</p><p>However, we believe it could mark a significant pivot in Apple&#39;s strategy to reach further into Android&#39;s (GOOGL) (GOOG) installed base. Apple&#39;s 5G launches starting with iPhone 12, have seen tremendous success in the US and China. Furthermore, iPhone 13 has continued its massive momentum. Recent supply chain checks also revealed that it&#39;s trending ahead of estimates, despite the transitory shutdown by its key contract manufacturer Foxconn (OTCPK:HNHAF).</p><p>We discuss why hardware/iPhone subscriptions could be a massive game-changer. We also maintain our Buy rating on AAPL stock. But, we noted a robust recovery from its March bottom, and its price action doesn&#39;t seem ideal to add exposure.</p><p>Therefore, if you are not in a rush, you can consider waiting for the recent spike to be digested first before adding.</p><p><b>AAPL Stock Key Metrics</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/612265ffa4b9faeeddd47fdd0766fca4\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>AAPL stock NTM EBIT valuation (TIKR)</span></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee1dbf8a24918fcadf0b82caff8e4270\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>AAPL stock consensus price targets Vs. stock performance (TIKR)</span></p><p></p><p>AAPL stock&#39;s NTM EBIT multiple of 22.9x is trading ahead of its 3Y NTM EBIT mean of 20.2x. So, AAPL stock has moved away from the 20x multiple that has supported its stock over the past year.</p><p>Furthermore, the stock has also progressed well ahead of its most conservative price targets ((PTs)) as seen above. Its most conservative PTs have been robust support levels for AAPL stock over time. Therefore, we think the current buy zone is not ideal if you are looking to add exposure. But, if you are not concerned with near-term volatility, its stock is still not significantly overvalued.</p><p>Furthermore, we believe that Apple holds several optionalities that could spur the Street to re-rate its stock. These include its Apple Car project, its burgeoning services segment, and its rapidly growing ad business.</p><h2>Why Apple&#39;s iPhone Subscriptions Could Be A Game-Changer</h2><p>Bloomberg reported that Apple is mulling a subscription service for its hardware, including its iconic iPhone. Therefore, subscribers would only need to pay a monthly fee. Apple would manage the program through a subscriber&#39;s Apple account, similar to how they have subscribed to other Apple services.</p><p>Notably, it&#39;s different from its current installment programs. Bloomberg noted (edited): &#34;The monthly charge wouldn&#39;t be the price of the device split across 12 or 24 months. Rather, it would be a yet-to-be-determined monthly fee that depends on which device the user chooses.&#34;</p><p>We believe that this could be a noteworthy development in Apple&#39;s services strategy. Apple has been moving ahead with monetizing its massive hardware active installed base that has exceeded 1.65B. Of these, it reported that 785M have signed up as subscribers for its suite of services in FQ1&#39;22 (CQ4&#39;21).</p><p>Apple&#39;s premium smartphone leadership has undoubtedly helped it extend its lead in its segment. For example, Counterpoint Research pointed out that Apple has continued to expand its premium segment market share in China. It accentuated thatApple captured 63.5% in the premium segment share in 2021, compared to 55.4% in 2020. Therefore, Apple has capitalized on Huawei&#39;s demise with incredible &#34;ruthlessness,&#34; despite the best efforts from its Chinese smartphone rivals.</p><p>However, according to StatCounter, Android remains the most important mobile OS globally, with adevice share of 71%. Therefore, it&#39;s clear that most users are still equipped with much cheaper Android phones, and Apple has yet to penetrate this segment.</p><p>While the $429 iPhone SE 5G holds promise, the Street has projected just about 30M units this year. Furthermore, DIGITIMES also reported thatApple shipped about 25M to 30M unitsof its previous iPhone SE in 2020 in its first year of release. Moreover, Counterpoint Research also highlighted that it accounted for about &#34;12% of Apple&#39;s total iPhone unit salesfrom its launch in Q2 2020 to Q4 2021 - with Japan and US the biggest markets for the device globally.&#34;</p><p>Therefore, if Apple wants to make its mark in the low to mid-segment and gain share against Android, a subscription service makes tremendous sense. China&#39;s 5G smartphone penetration rate has already reached about 80%. But, the opportunities in the rest of Asia and Europe could offer Apple tremendous potential. Notably, Apple needs to make its iPhone more affordable without impinging on its treasured margins. Bloomberg&#39;s Mark Gurman even suggested that Apple launch a $199 iPhone SE 5G to penetrate the low to mid-tier segment more effectively before its Peek Performance event in March. He emphasized (edited):</p><blockquote><i>A device priced at $200 could make inroads in regions like Africa, South America, and parts of Asia that are currently Android strongholds</i>.</blockquote><blockquote>That would let Apple<i>sign up more customers for services</i>, potentially making a low-end iPhone quite lucrative for Apple in the long run. But so far, the company has steered well clear of that approach.</blockquote><blockquote>In 2013, when carrier subsidies began to disappear and demand for a lower-cost iPhone grew, Apple executives said they wouldn&#39;t release a cheap model just to blindly chase market share. It did put out the lower-end SE in 2016, but the phone was $399-well above the level of many Androids-and the price never came down over the following five years.<i>The company has stuck by Steve Jobs&#39; &#39;don&#39;t ship junk&#39; ethos.</i>-Bloomberg</blockquote><p>Furthermore, the 5G upgrade cycle is still in its early stages and gaining rapid adoption. Counterpoint Research also highlighted in a recent note thatglobal 5G smartphone penetrationsurpassed 4G for the first time in January 2022.</p><p>Therefore, there&#39;s a considerable opportunity for Apple to leverage this 5G wave to encourage switchers from Android to iOS. Hence, we believe a hardware subscription strategy could be massive for the Cupertino company to spur the adoption of its 5G devices.</p><p>We believe that Apple can continue innovating and introducing effective ideas to capture the segment Android has traditionally dominated without necessarily sacrificing its brand value and margins.</p><h2>Is AAPL Stock A Buy, Sell, Or Hold?</h2><p>AAPL stock is slightly overvalued, but not by much. Therefore, if you need a higher margin of safety, you can consider taking a 10-15% haircut.</p><p>Otherwise, if you have a firm conviction of Apple&#39;s execution ability, the current price could offer a suitable opportunity to increase exposure.</p><p>Furthermore, we think Apple has several optionalities that have not been factored into its stock price. And the potential hardware subscription strategy adds to its growing list of monetization potential.</p><p>As such, we reiterate our Buy rating on AAPL stock.</p></body></html>","source":"lsy1638401102509","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Plan For iPhone Subscriptions Could Be Massive - Here's Why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Plan For iPhone Subscriptions Could Be Massive - Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 08:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497874-apple-iphone-subscriptions-could-be-massive><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bloomberg reported that Apple is considering a hardware subscription strategy for its devices.We discuss why it could help Apple penetrate more effectively into Android's traditional strongholds and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497874-apple-iphone-subscriptions-could-be-massive\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4497874-apple-iphone-subscriptions-could-be-massive","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155138099","content_text":"Bloomberg reported that Apple is considering a hardware subscription strategy for its devices.We discuss why it could help Apple penetrate more effectively into Android's traditional strongholds and take share.We also discuss why AAPL stock is a Buy.PhillDanze/iStock Editorial via Getty ImagesInvestment ThesisApple Inc. (NASDAQ:AAPL) was reported to be considering a hardware subscription service for its suite of products. So naturally, the attention is on its flagship iPhone segment. Nevertheless, nothing has been confirmed, and plans could continue to be developed or even stalled.However, we believe it could mark a significant pivot in Apple's strategy to reach further into Android's (GOOGL) (GOOG) installed base. Apple's 5G launches starting with iPhone 12, have seen tremendous success in the US and China. Furthermore, iPhone 13 has continued its massive momentum. Recent supply chain checks also revealed that it's trending ahead of estimates, despite the transitory shutdown by its key contract manufacturer Foxconn (OTCPK:HNHAF).We discuss why hardware/iPhone subscriptions could be a massive game-changer. We also maintain our Buy rating on AAPL stock. But, we noted a robust recovery from its March bottom, and its price action doesn't seem ideal to add exposure.Therefore, if you are not in a rush, you can consider waiting for the recent spike to be digested first before adding.AAPL Stock Key MetricsAAPL stock NTM EBIT valuation (TIKR)AAPL stock consensus price targets Vs. stock performance (TIKR)AAPL stock's NTM EBIT multiple of 22.9x is trading ahead of its 3Y NTM EBIT mean of 20.2x. So, AAPL stock has moved away from the 20x multiple that has supported its stock over the past year.Furthermore, the stock has also progressed well ahead of its most conservative price targets ((PTs)) as seen above. Its most conservative PTs have been robust support levels for AAPL stock over time. Therefore, we think the current buy zone is not ideal if you are looking to add exposure. But, if you are not concerned with near-term volatility, its stock is still not significantly overvalued.Furthermore, we believe that Apple holds several optionalities that could spur the Street to re-rate its stock. These include its Apple Car project, its burgeoning services segment, and its rapidly growing ad business.Why Apple's iPhone Subscriptions Could Be A Game-ChangerBloomberg reported that Apple is mulling a subscription service for its hardware, including its iconic iPhone. Therefore, subscribers would only need to pay a monthly fee. Apple would manage the program through a subscriber's Apple account, similar to how they have subscribed to other Apple services.Notably, it's different from its current installment programs. Bloomberg noted (edited): \"The monthly charge wouldn't be the price of the device split across 12 or 24 months. Rather, it would be a yet-to-be-determined monthly fee that depends on which device the user chooses.\"We believe that this could be a noteworthy development in Apple's services strategy. Apple has been moving ahead with monetizing its massive hardware active installed base that has exceeded 1.65B. Of these, it reported that 785M have signed up as subscribers for its suite of services in FQ1'22 (CQ4'21).Apple's premium smartphone leadership has undoubtedly helped it extend its lead in its segment. For example, Counterpoint Research pointed out that Apple has continued to expand its premium segment market share in China. It accentuated thatApple captured 63.5% in the premium segment share in 2021, compared to 55.4% in 2020. Therefore, Apple has capitalized on Huawei's demise with incredible \"ruthlessness,\" despite the best efforts from its Chinese smartphone rivals.However, according to StatCounter, Android remains the most important mobile OS globally, with adevice share of 71%. Therefore, it's clear that most users are still equipped with much cheaper Android phones, and Apple has yet to penetrate this segment.While the $429 iPhone SE 5G holds promise, the Street has projected just about 30M units this year. Furthermore, DIGITIMES also reported thatApple shipped about 25M to 30M unitsof its previous iPhone SE in 2020 in its first year of release. Moreover, Counterpoint Research also highlighted that it accounted for about \"12% of Apple's total iPhone unit salesfrom its launch in Q2 2020 to Q4 2021 - with Japan and US the biggest markets for the device globally.\"Therefore, if Apple wants to make its mark in the low to mid-segment and gain share against Android, a subscription service makes tremendous sense. China's 5G smartphone penetration rate has already reached about 80%. But, the opportunities in the rest of Asia and Europe could offer Apple tremendous potential. Notably, Apple needs to make its iPhone more affordable without impinging on its treasured margins. Bloomberg's Mark Gurman even suggested that Apple launch a $199 iPhone SE 5G to penetrate the low to mid-tier segment more effectively before its Peek Performance event in March. He emphasized (edited):A device priced at $200 could make inroads in regions like Africa, South America, and parts of Asia that are currently Android strongholds.That would let Applesign up more customers for services, potentially making a low-end iPhone quite lucrative for Apple in the long run. But so far, the company has steered well clear of that approach.In 2013, when carrier subsidies began to disappear and demand for a lower-cost iPhone grew, Apple executives said they wouldn't release a cheap model just to blindly chase market share. It did put out the lower-end SE in 2016, but the phone was $399-well above the level of many Androids-and the price never came down over the following five years.The company has stuck by Steve Jobs' 'don't ship junk' ethos.-BloombergFurthermore, the 5G upgrade cycle is still in its early stages and gaining rapid adoption. Counterpoint Research also highlighted in a recent note thatglobal 5G smartphone penetrationsurpassed 4G for the first time in January 2022.Therefore, there's a considerable opportunity for Apple to leverage this 5G wave to encourage switchers from Android to iOS. Hence, we believe a hardware subscription strategy could be massive for the Cupertino company to spur the adoption of its 5G devices.We believe that Apple can continue innovating and introducing effective ideas to capture the segment Android has traditionally dominated without necessarily sacrificing its brand value and margins.Is AAPL Stock A Buy, Sell, Or Hold?AAPL stock is slightly overvalued, but not by much. Therefore, if you need a higher margin of safety, you can consider taking a 10-15% haircut.Otherwise, if you have a firm conviction of Apple's execution ability, the current price could offer a suitable opportunity to increase exposure.Furthermore, we think Apple has several optionalities that have not been factored into its stock price. And the potential hardware subscription strategy adds to its growing list of monetization potential.As such, we reiterate our Buy rating on AAPL stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":253758626296040,"gmtCreate":1702971943399,"gmtModify":1702972619754,"author":{"id":"3559041682881081","authorId":"3559041682881081","name":"HuHuat","avatar":"https://static.itradeup.com/news/638b50a8fc8f009f30ff70a14bdfd8ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559041682881081","authorIdStr":"3559041682881081"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$ </a> worthless crap stock","listText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$ </a> worthless crap stock","text":"$ZIM Integrated Shipping Services Ltd.(ZIM)$ worthless crap stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/253758626296040","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}