YongJie personal page - To The Moon

YongJie

YongJie

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2022-12-24

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Reminder: U.S. Market Will be Closed for Christmas Day on Monday, 26 December 2022

2022-11-19

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Sea Limited: Profitability May Be Around The Corner

2022-12-15

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Wall Street Ends Lower After Latest Fed Rate Hike

2021-08-05

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2022-11-17

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Why Apple Is The Only FAANG Stock Worth Buying

2022-12-06

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US STOCKS-Wall St Slides As Services Data Spooks Investors About Fed Rate Hikes

2022-11-11

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Wall Street Ends Sharply Higher on Sign of Cooling Inflation

2022-10-26

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7 Dow Stocks to Sell Before They Tumble

2022-12-10

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Wall Street Ends Lower As Investors Digest Economic Data

2022-12-07

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3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street

2022-09-20

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87% of Warren Buffett's Secret Portfolio Is Invested in These 5 Stocks

2022-08-07

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SOXX Vs. QQQ: Time To Consider Heavier Bets On Tech

2022-04-17

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Reminder: Holiday Trading Hours during Good Friday and Easter

2022-04-16

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Twitter Adopts "Poison Pill" to Fight Musk Takeover

2021-12-31

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Wall Street analysts' favorite stocks for 2022 include Alaska Air, Caesars and Lithia Motors

2023-01-29

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Fed Set to Shrink Rate Hikes Again as Inflation Slows

2022-11-28

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Jobs, Housing Data, GDP Bring Investors Into December: What to Know This Week

2022-11-26

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Apple: Ignore The Zero-COVID Policy And Manchester United Noise

2022-11-07

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CPI; U.S. Midterm Elections; NIO, Palantir, Disney, AMC Earnings: What to Know This Week

2022-08-14

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Alibaba Stock: Follow Masayoshi Son, Not Charlie Munger

Go to Tiger App to see more news

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no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945651622","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945651324,"gmtCreate":1681463970769,"gmtModify":1681463977499,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562030717219265","idStr":"3562030717219265"},"themes":[],"htmlText":"Wow much interest very wow","listText":"Wow much interest very wow","text":"Wow much interest very wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945651324","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945099842,"gmtCreate":1681316422886,"gmtModify":1681316425642,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562030717219265","idStr":"3562030717219265"},"themes":[],"htmlText":"Wow this is interesting wow","listText":"Wow this is interesting wow","text":"Wow this is interesting wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945099842","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9925033827,"gmtCreate":1671862153969,"gmtModify":1676538605002,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925033827","repostId":"1192326933","repostType":4,"repost":{"id":"1192326933","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":1672011741,"share":"https://ttm.financial/m/news/1192326933?lang=&edition=fundamental","pubTime":"2022-12-26 07:42","market":"us","language":"en","title":"Reminder: U.S. Market Will be Closed for Christmas Day on Monday, 26 December 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1192326933","media":"Tiger Newspress","summary":"U.S. ChristmasDay hasarrived. The U.S. market will be closed on Monday, 26 December 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/f9c0d643f9647f8bf16257138dcbed8a\" tg-width=\"1200\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/></p><p>U.S. Christmas Day has arrived. The U.S. market will be closed on Monday, 26 December 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p>The Singapore market will be closed at local time on Monday, 26 December 2022.</p><p>The Hong Kong market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022.</p><p>The Australian market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.</p><p>The New Zealand market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: U.S. Market Will be Closed for Christmas Day on Monday, 26 December 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\">\nReminder: U.S. Market Will be Closed for Christmas Day on Monday, 26 December 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-26 07:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/f9c0d643f9647f8bf16257138dcbed8a\" tg-width=\"1200\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/></p><p>U.S. Christmas Day has arrived. The U.S. market will be closed on Monday, 26 December 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p>The Singapore market will be closed at local time on Monday, 26 December 2022.</p><p>The Hong Kong market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022.</p><p>The Australian market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.</p><p>The New Zealand market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192326933","content_text":"U.S. Christmas Day has arrived. The U.S. market will be closed on Monday, 26 December 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.The Singapore market will be closed at local time on Monday, 26 December 2022.The Hong Kong market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022.The Australian market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.The New Zealand market will be closed at local time on Monday, 26 December 2022 and Tuesday, 27 December 2022 in addition to the Boxing Day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961977290,"gmtCreate":1668827084610,"gmtModify":1676538119152,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9961977290","repostId":"1143890380","repostType":4,"repost":{"id":"1143890380","pubTimestamp":1668822759,"share":"https://ttm.financial/m/news/1143890380?lang=&edition=fundamental","pubTime":"2022-11-19 09:52","market":"us","language":"en","title":"Sea Limited: Profitability May Be Around The Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1143890380","media":"Seeking Alpha","summary":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New ga","content":"<html><head></head><body><h3>Summary</h3><ul><li>Further uncertainty for Sea Limited&#39;s Garena as its QAU did not stabilize as expected. New games were launched in recent months.</li><li>Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.</li><li>SeaBank&#39;s credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.</li><li>Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.</li><li>Sea Limited has sufficient cash reserves to pay off the convertible notes.</li></ul><h3>Investment Thesis</h3><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.</p><p>In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.</p><h3>Garena<img src=\"https://static.tigerbbs.com/ab8fe0ed7909a98b7fdf0b930bc362df\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/8386bb1c95c3d5300e1fe0f371528199\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>Garena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.</p><p>Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.</p><p>Shopee<img src=\"https://static.tigerbbs.com/79b7f33be279fa015f52addd35b55d96\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q<img src=\"https://static.tigerbbs.com/6aaff49a0ba8c901eadda2b7cf01a391\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>Shopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&amp;M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.</p><p>While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.<img src=\"https://static.tigerbbs.com/7e09e1e030c482f41afaf8695896f9ec\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>The more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.</p><h3>SeaBank</h3><p><i>Note that I will be using “SeaBank” and “SeaMoney” interchangeably.</i></p><p><img src=\"https://static.tigerbbs.com/0f0cb77d6ac22f50a1208eaf075db51c\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>SeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.</p><p>Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.</p><p><img src=\"https://static.tigerbbs.com/2de194897c03f180f99a0dd2b75bf2d0\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/5932cc09aca0134084217800afb30399\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/6205c82c79c753720862ed8385dd0e2a\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>As a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&amp;M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.</p><h3>Sufficient Cash Reserves To Pay off Convertible Notes<img src=\"https://static.tigerbbs.com/4ff585449530fce4084e7d1447e077b4\" tg-width=\"1280\" tg-height=\"798\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p>One of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:</p><blockquote>“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”</blockquote><h3>Conclusion</h3><p>Overall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.</p><p>Garena&#39;s results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.</p><p>SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.</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>Sea Limited: Profitability May Be Around The Corner</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: Profitability May Be Around The Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143890380","content_text":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.SeaBank's credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.Sea Limited has sufficient cash reserves to pay off the convertible notes.Investment ThesisSea Limited has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.GarenaSE 10-QSE 10-QGarena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.ShopeeSE 10-QSE 10-QShopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.SE 10-QThe more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.SeaBankNote that I will be using “SeaBank” and “SeaMoney” interchangeably.SE 10-QSeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.SE 10-QSE 10-QSE 10-QAs a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.Sufficient Cash Reserves To Pay off Convertible NotesSE 10-QOne of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”ConclusionOverall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.Garena's results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921215369,"gmtCreate":1671066609051,"gmtModify":1676538483821,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9921215369","repostId":"2291844850","repostType":4,"repost":{"id":"2291844850","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1671058684,"share":"https://ttm.financial/m/news/2291844850?lang=&edition=fundamental","pubTime":"2022-12-15 06:58","market":"us","language":"en","title":"Wall Street Ends Lower After Latest Fed Rate Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2291844850","media":"Reuters","summary":"* Fed raises interest rates by 50 basis points* Summary of economic projections sees higher policy r","content":"<html><head></head><body><p>* Fed raises interest rates by 50 basis points</p><p>* Summary of economic projections sees higher policy rate</p><p>* Tesla falls after Goldman cuts price target</p><p>* Dow down 0.42%, S&amp;P 500 down 0.61%, Nasdaq down 0.76%</p><p><img src=\"https://static.tigerbbs.com/605a67e74e73b0af686fc3093f27837c\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 14 (Reuters) - U.S. stocks closed lower in volatile trading on Wednesday following a policy announcement by the Federal Reserve that raised interest rates by an expected 50 basis points, but its economic projections see higher rates for a longer period.</p><p>The central bank raised interest rates by half a percentage point on Wednesday and projected at least an additional 75 basis points of increases in borrowing costs by the end of 2023, as well as a rise in unemployment and a near-stalling of economic growth.</p><p>The Fed&#39;s latest quarterly summary of economic projections shows U.S. central bankers see the policy rate - now in the 4.25%-to-4.5% range - at 5.1% by the end of next year, according to the median estimate of all 19 Fed policymakers, up from the 4.6% view at the end of September.</p><p>In comments after the statement, Fed Chair Jerome Powell said it was too soon to talk about cutting rates as the focus is on making the central bank&#39;s policy stance restrictive enough to push inflation down to its 2% goal.</p><p>Economic data on Tuesday, which showed cooling consumer inflation for November, had heightened expectations a move by the Fed to halt rate hikes might be on the horizon next year.</p><p>“They may be using these sort of very aggressive dot plot forecasts to take any steam out of the easing that has gone on in the last couple of months,&#34; said Rhys Williams, chief strategist at Spouting Rock Asset Management in Bryn Mawr, Pennsylvania, said of Feb policymakers.</p><p>&#34;Conditions have eased, and that is their way of jawboning they are not going to let any easing really happen until they see unemployment go up.&#34;</p><p>The Dow Jones Industrial Average fell 142.29 points, or 0.42%, to 33,966.35, the S&amp;P 500 lost 24.33 points, or 0.61%, to 3,995.32 and the Nasdaq Composite dropped 85.93 points, or 0.76%, to 11,170.89.</p><p>Nearly all of the 11 major S&amp;P sectors ended the session in negative territory, with healthcare the sole advancer. Financials, down 1.29%, were the worst performing sector.</p><p>Despite the Fed statement, U.S. Treasury yields were slightly lower after initially jumping in the wake of the announcement.</p><p>The strategy of aggressive interest rate increases by major central banks around the world this year has increased worries the global economy could be pushed into a recession and weighed heavily on riskier assets such as equities this year.</p><p>Each of the three major averages on Wall Street are on track for their first yearly decline since 2018, and their biggest yearly percentage decline since the financial crisis of 2008.</p><p>Tesla Inc slipped 2.58% after a Goldman Sachs analyst trimmed the price target for the electric-vehicle maker&#39;s stock.</p><p>Charter Communications Inc tumbled 16.38% as brokerages cut their price targets following the telecom services firm&#39;s mega-spending plans for a higher-speed internet upgrade.</p><p>Volume on U.S. exchanges was 12.15 billion shares, compared with the 10.55 billion-share average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.39-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted eight new 52-week highs and two new lows; the Nasdaq Composite recorded 82 new highs and 223 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Lower After Latest Fed Rate Hike</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Ends Lower After Latest Fed Rate Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-15 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Fed raises interest rates by 50 basis points</p><p>* Summary of economic projections sees higher policy rate</p><p>* Tesla falls after Goldman cuts price target</p><p>* Dow down 0.42%, S&amp;P 500 down 0.61%, Nasdaq down 0.76%</p><p><img src=\"https://static.tigerbbs.com/605a67e74e73b0af686fc3093f27837c\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 14 (Reuters) - U.S. stocks closed lower in volatile trading on Wednesday following a policy announcement by the Federal Reserve that raised interest rates by an expected 50 basis points, but its economic projections see higher rates for a longer period.</p><p>The central bank raised interest rates by half a percentage point on Wednesday and projected at least an additional 75 basis points of increases in borrowing costs by the end of 2023, as well as a rise in unemployment and a near-stalling of economic growth.</p><p>The Fed&#39;s latest quarterly summary of economic projections shows U.S. central bankers see the policy rate - now in the 4.25%-to-4.5% range - at 5.1% by the end of next year, according to the median estimate of all 19 Fed policymakers, up from the 4.6% view at the end of September.</p><p>In comments after the statement, Fed Chair Jerome Powell said it was too soon to talk about cutting rates as the focus is on making the central bank&#39;s policy stance restrictive enough to push inflation down to its 2% goal.</p><p>Economic data on Tuesday, which showed cooling consumer inflation for November, had heightened expectations a move by the Fed to halt rate hikes might be on the horizon next year.</p><p>“They may be using these sort of very aggressive dot plot forecasts to take any steam out of the easing that has gone on in the last couple of months,&#34; said Rhys Williams, chief strategist at Spouting Rock Asset Management in Bryn Mawr, Pennsylvania, said of Feb policymakers.</p><p>&#34;Conditions have eased, and that is their way of jawboning they are not going to let any easing really happen until they see unemployment go up.&#34;</p><p>The Dow Jones Industrial Average fell 142.29 points, or 0.42%, to 33,966.35, the S&amp;P 500 lost 24.33 points, or 0.61%, to 3,995.32 and the Nasdaq Composite dropped 85.93 points, or 0.76%, to 11,170.89.</p><p>Nearly all of the 11 major S&amp;P sectors ended the session in negative territory, with healthcare the sole advancer. Financials, down 1.29%, were the worst performing sector.</p><p>Despite the Fed statement, U.S. Treasury yields were slightly lower after initially jumping in the wake of the announcement.</p><p>The strategy of aggressive interest rate increases by major central banks around the world this year has increased worries the global economy could be pushed into a recession and weighed heavily on riskier assets such as equities this year.</p><p>Each of the three major averages on Wall Street are on track for their first yearly decline since 2018, and their biggest yearly percentage decline since the financial crisis of 2008.</p><p>Tesla Inc slipped 2.58% after a Goldman Sachs analyst trimmed the price target for the electric-vehicle maker&#39;s stock.</p><p>Charter Communications Inc tumbled 16.38% as brokerages cut their price targets following the telecom services firm&#39;s mega-spending plans for a higher-speed internet upgrade.</p><p>Volume on U.S. exchanges was 12.15 billion shares, compared with the 10.55 billion-share average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.39-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted eight new 52-week highs and two new lows; the Nasdaq Composite recorded 82 new highs and 223 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4539":"次新股","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4552":"Archegos爆仓风波概念",".DJI":"道琼斯","COMP":"Compass, Inc.","CHTR":"特许通讯","BK4550":"红杉资本持仓","BK4127":"投资银行业与经纪业",".IXIC":"NASDAQ Composite","TSLA":"特斯拉","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","BK4585":"ETF&股票定投概念","BK4079":"房地产服务","BK4581":"高盛持仓","BK4504":"桥水持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291844850","content_text":"* Fed raises interest rates by 50 basis points* Summary of economic projections sees higher policy rate* Tesla falls after Goldman cuts price target* Dow down 0.42%, S&P 500 down 0.61%, Nasdaq down 0.76%NEW YORK, Dec 14 (Reuters) - U.S. stocks closed lower in volatile trading on Wednesday following a policy announcement by the Federal Reserve that raised interest rates by an expected 50 basis points, but its economic projections see higher rates for a longer period.The central bank raised interest rates by half a percentage point on Wednesday and projected at least an additional 75 basis points of increases in borrowing costs by the end of 2023, as well as a rise in unemployment and a near-stalling of economic growth.The Fed's latest quarterly summary of economic projections shows U.S. central bankers see the policy rate - now in the 4.25%-to-4.5% range - at 5.1% by the end of next year, according to the median estimate of all 19 Fed policymakers, up from the 4.6% view at the end of September.In comments after the statement, Fed Chair Jerome Powell said it was too soon to talk about cutting rates as the focus is on making the central bank's policy stance restrictive enough to push inflation down to its 2% goal.Economic data on Tuesday, which showed cooling consumer inflation for November, had heightened expectations a move by the Fed to halt rate hikes might be on the horizon next year.“They may be using these sort of very aggressive dot plot forecasts to take any steam out of the easing that has gone on in the last couple of months,\" said Rhys Williams, chief strategist at Spouting Rock Asset Management in Bryn Mawr, Pennsylvania, said of Feb policymakers.\"Conditions have eased, and that is their way of jawboning they are not going to let any easing really happen until they see unemployment go up.\"The Dow Jones Industrial Average fell 142.29 points, or 0.42%, to 33,966.35, the S&P 500 lost 24.33 points, or 0.61%, to 3,995.32 and the Nasdaq Composite dropped 85.93 points, or 0.76%, to 11,170.89.Nearly all of the 11 major S&P sectors ended the session in negative territory, with healthcare the sole advancer. Financials, down 1.29%, were the worst performing sector.Despite the Fed statement, U.S. Treasury yields were slightly lower after initially jumping in the wake of the announcement.The strategy of aggressive interest rate increases by major central banks around the world this year has increased worries the global economy could be pushed into a recession and weighed heavily on riskier assets such as equities this year.Each of the three major averages on Wall Street are on track for their first yearly decline since 2018, and their biggest yearly percentage decline since the financial crisis of 2008.Tesla Inc slipped 2.58% after a Goldman Sachs analyst trimmed the price target for the electric-vehicle maker's stock.Charter Communications Inc tumbled 16.38% as brokerages cut their price targets following the telecom services firm's mega-spending plans for a higher-speed internet upgrade.Volume on U.S. exchanges was 12.15 billion shares, compared with the 10.55 billion-share average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.39-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored decliners.The S&P 500 posted eight new 52-week highs and two new lows; the Nasdaq Composite recorded 82 new highs and 223 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890558051,"gmtCreate":1628125235573,"gmtModify":1703501627231,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Oof","listText":"Oof","text":"Oof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/890558051","repostId":"1179402387","repostType":4,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963681898,"gmtCreate":1668662082914,"gmtModify":1676538093130,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963681898","repostId":"2284813867","repostType":4,"repost":{"id":"2284813867","pubTimestamp":1668651244,"share":"https://ttm.financial/m/news/2284813867?lang=&edition=fundamental","pubTime":"2022-11-17 10:14","market":"us","language":"en","title":"Why Apple Is The Only FAANG Stock Worth Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2284813867","media":"Seeking Alpha","summary":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful produc","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple is down 16%, yet it&#39;s the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.</li><li>Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.</li><li>While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.</li></ul><h2>Introduction</h2><p>Technically speaking, <b>Apple Inc. (NASDAQ:AAPL)</b> is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I&#39;m not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple&#39;s products are in the highest price range. In this article, I&#39;m going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple&#39;s ability to invent great products.</p><p>So, let&#39;s get to it!</p><h2>It&#39;s A Scary Business Environment</h2><p>The little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.</p><p></p><p><img src=\"https://static.tigerbbs.com/50f9d99495363bbc24d79e1156a9f750\" tg-width=\"640\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p>That said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.</p><p></p><p><img src=\"https://static.tigerbbs.com/07f8247f254110297bc0bfac6717d880\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Essentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.</p><p>Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.<img src=\"https://www.cmegroup.com/content/dam/cmegroup/insights/images/2022/a-perspective-on-interest-rate-neutrality-fig03.jpg\" tg-width=\"940\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>Essentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.</p><p>Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.</p><p></p><p><img src=\"https://static.tigerbbs.com/1237255f9b5395d3108c0bb1a248d09d\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Federal Reserve Bank of St. Louis</p><p>This makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.</p><p>On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.</p><p><img src=\"https://static.tigerbbs.com/6beb2ec686a4d7016eabca0c1eb5a6a5\" tg-width=\"704\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p>In 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.</p><p>My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we&#39;re in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.</p><p>While I&#39;m writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.</p><p><img src=\"https://static.tigerbbs.com/f3fcded5ac463d291451c666e5b7b6aa\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>The risk is that inflation isn&#39;t coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.</p><p>Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.<img src=\"https://static.tigerbbs.com/3cd26580babd7b3bda3d1b3d4bb68190\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p>TradingView (S&amp;P 500)</p><p>Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I&#39;m only changing my strategy a bit as I will continue to buy growth.</p><p>I won&#39;t buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.</p><p>After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.</p><h2>Apple - Resilience When It Matters Most</h2><p>Let&#39;s continue with some more bad news. Apple isn&#39;t just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn&#39;t been this low since 2010.</p><p><img src=\"https://static.tigerbbs.com/568283294349a80eb431b0cd4cd26fed\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p>University of Michigan</p><p>In Europe, the situation is even worse due to the energy crisis. In China, we&#39;re dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).</p><p>Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.</p><p><img src=\"https://static.tigerbbs.com/e3c5dac3d8f0ae070f1e07e7fe3746df\" tg-width=\"640\" tg-height=\"161\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.</p><p><img src=\"https://static.tigerbbs.com/5d7efad2196ec5f443f7f7cc031f1e38\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>This is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.</p><p>That&#39;s not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.</p><p>As reported by Seeking Alpha:</p><blockquote>Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by <a href=\"https://laohu8.com/S/MMM\">3M</a> and now forecasts iPhone and total revenues to decline year-over-year during the period.</blockquote><blockquote>&#34;In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times,&#34; Chatterjee wrote.</blockquote><p>I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it&#39;s on top of 39% revenue growth in the prior-year quarter. That&#39;s better news than most give Apple credit for.</p><p>However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.</p><p>Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).</p><p>However, one of the reasons why I&#39;m not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I&#39;ve spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn&#39;t a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I&#39;ve had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.</p><p>Hence, I wasn&#39;t surprised that Tim Cook mentioned great results for the iPhone in all key regions:</p><blockquote>We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.</blockquote><p>Moreover, in light of high inflation, Apple has maintained strong margins. Apple&#39;s operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.<img src=\"https://static.tigerbbs.com/5bab72c94b1eb7593597c5b76b716145\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The key here is Apple&#39;s supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.</p><p>Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master&#39;s degree focused on supply chains. Tim Cook was a frequent topic of discussion.</p><p>As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He&#39;s a supply chain guy, responsible for a big part of Apple&#39;s success.</p><blockquote>[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.</blockquote><blockquote>[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.</blockquote><blockquote>An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.</blockquote><blockquote>But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at <a href=\"https://laohu8.com/S/IBM\">IBM</a>.</blockquote><p>It&#39;s good to know there&#39;s an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.</p><p>Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:</p><blockquote>“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.</blockquote><p>In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won&#39;t likely become a customer as it has produced its own chips - as everyone is aware of by now.</p><h2>More Reasons Why Apple Isn&#39;t Selling Off</h2><p>So far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.</p><p>When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.</p><p><img src=\"https://static.tigerbbs.com/8b4eab909778547491aa3fdd03828ff6\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR.com</p><p>In the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.</p><p>That&#39;s good news for investors as Apple is on a mission to get rid of its cash load.</p><p>In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that&#39;s 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.</p><p>The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).</p><p>Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.</p><p>As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.</p><p><img src=\"https://static.tigerbbs.com/bb56d538436fae8a9b46ba8dcea409c5\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>That is a huge deal as it artificially boosts earnings per share.</p><p>So, what about the valuation?</p><h2>Valuation</h2><p>Let&#39;s start with the worst news. The implied free cash flow yield isn&#39;t very high. Using LTM FCF, it&#39;s roughly at 5%. While it&#39;s off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...</p><p><img src=\"https://static.tigerbbs.com/4f58624ab1429d3a7bba3937e94452ba\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Moreover, Apple is trading at 18.0x NTM EBITDA. That&#39;s based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.</p><p>This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.</p><p></p><p><img src=\"https://static.tigerbbs.com/b2073abe0c515422a8149c4fb7bdb21c\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>So, let&#39;s summarize this article.</p><h2>Takeaway</h2><p>I went with a somewhat confrontational title. However, I think it&#39;s true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.</p><p>I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.</p><p>My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we&#39;re dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.</p><p>On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.</p><p>In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.</p><p>So, if you&#39;re looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.</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>Why Apple Is The Only FAANG Stock Worth Buying</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Apple Is The Only FAANG Stock Worth Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying\">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/4558460-why-apple-is-the-only-faang-stock-worth-buying","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284813867","content_text":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.IntroductionTechnically speaking, Apple Inc. (NASDAQ:AAPL) is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I'm not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple's products are in the highest price range. In this article, I'm going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple's ability to invent great products.So, let's get to it!It's A Scary Business EnvironmentThe little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.AuthorThat said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.Data by YChartsEssentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.CME GroupEssentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.Federal Reserve Bank of St. LouisThis makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.Yahoo FinanceIn 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we're in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.While I'm writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.CME GroupThe risk is that inflation isn't coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.TradingView (S&P 500)Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I'm only changing my strategy a bit as I will continue to buy growth.I won't buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.Apple - Resilience When It Matters MostLet's continue with some more bad news. Apple isn't just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn't been this low since 2010.University of MichiganIn Europe, the situation is even worse due to the energy crisis. In China, we're dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.BloombergAs reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.BloombergThis is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.That's not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.As reported by Seeking Alpha:Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by 3M and now forecasts iPhone and total revenues to decline year-over-year during the period.\"In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times,\" Chatterjee wrote.I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it's on top of 39% revenue growth in the prior-year quarter. That's better news than most give Apple credit for.However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).However, one of the reasons why I'm not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I've spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn't a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I've had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.Hence, I wasn't surprised that Tim Cook mentioned great results for the iPhone in all key regions:We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.Moreover, in light of high inflation, Apple has maintained strong margins. Apple's operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.Data by YChartsThe key here is Apple's supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master's degree focused on supply chains. Tim Cook was a frequent topic of discussion.As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He's a supply chain guy, responsible for a big part of Apple's success.[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at IBM.It's good to know there's an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won't likely become a customer as it has produced its own chips - as everyone is aware of by now.More Reasons Why Apple Isn't Selling OffSo far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.TIKR.comIn the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.That's good news for investors as Apple is on a mission to get rid of its cash load.In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that's 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.Data by YChartsThat is a huge deal as it artificially boosts earnings per share.So, what about the valuation?ValuationLet's start with the worst news. The implied free cash flow yield isn't very high. Using LTM FCF, it's roughly at 5%. While it's off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...Data by YChartsMoreover, Apple is trading at 18.0x NTM EBITDA. That's based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.Data by YChartsSo, let's summarize this article.TakeawayI went with a somewhat confrontational title. However, I think it's true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we're dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.So, if you're looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967145553,"gmtCreate":1670288071672,"gmtModify":1676538336979,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Oof","listText":"Oof","text":"Oof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9967145553","repostId":"2289919187","repostType":4,"repost":{"id":"2289919187","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1670275924,"share":"https://ttm.financial/m/news/2289919187?lang=&edition=fundamental","pubTime":"2022-12-06 05:32","market":"us","language":"en","title":"US STOCKS-Wall St Slides As Services Data Spooks Investors About Fed Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=2289919187","media":"Reuters","summary":"(Reuters) - U.S. markets ended Monday lower, as investors spooked by better-than-expected data from ","content":"<html><head></head><body><p>(Reuters) - U.S. markets ended Monday lower, as investors spooked by better-than-expected data from the services sector re-evaluated whether the Federal Reserve could hike interest rates for longer, while shares of Tesla slid on reports of a production cut in China.</p><p>The electric-vehicle maker slumped 6.4% on plans to cut December output of the Model Y at its Shanghai plant by more than 20% from the previous month.</p><p>This weighed on the Nasdaq, where Tesla was one of the biggest fallers, pulling the tech-heavy index to its second straight decline.</p><p>Broadly, indexes suffered as data showed U.S. services industry activity unexpectedly picked up in November, with employment rebounding, offering more evidence of underlying momentum in the economy.</p><p>The data came on the heels of a survey last week that showed stronger-than-expected job and wage growth in November, challenging hopes that the Fed might slow the pace and intensity of its rate hikes amid recent signs of ebbing inflation.</p><p>&#34;Today is a bit of a response to Friday, because that jobs report, showing the economy was not slowing down that much, was contrary to the message which (Chair Jerome) Powell had delivered on Wednesday afternoon,&#34; said Bernard Drury, CEO of Drury Capital, referencing comments made by the head of the Federal Reserve saying it was time to slow the pace of coming interest rate hikes.</p><p>&#34;We&#39;re back to inflation-fighting mode,&#34; Drury added.</p><p>Investors see an 89% chance that the U.S. central bank will increase interest rates by 50 basis points next week to 4.25%-4.50%, with the rates peaking at 4.984% in May 2023.</p><p>The rate-setting Federal Open Market Committee meets on Dec. 13-14, the final meeting in a volatile year, which saw the central bank attempt to arrest a multi-decade rise in inflation with record interest rate hikes.</p><p>The aggressive policy tightening has also triggered worries of an economic downturn, with JPMorgan, Citigroup and BlackRock among those that believe a recession is likely in 2023.</p><p>The Dow Jones Industrial Average fell 482.78 points, or 1.4%, to close at 33,947.1, the S&amp;P 500 lost 72.86 points, or 1.79%, to end on 3,998.84, and the Nasdaq Composite dropped 221.56 points, or 1.93%, to finish on 11,239.94.</p><p>In other economic data this week, investors will also monitor weekly jobless claims, producer prices and the University of Michigan&#39;s consumer sentiment survey for more clues on the health of the U.S. economy.</p><p>Energy was among the biggest S&amp;P sectoral losers, dropping 2.9%. It was weighed by U.S. natural gas futures slumping more than 10% on Monday, as the outlook dimmed due to forecasts for milder weather and the delayed restart of the Freeport liquefied natural gas (LNG) export plant.</p><p>EQT Corp, one of the largest U.S. natural gas producers, was the steepest faller on the energy index, closing 7.2% lower.</p><p>Financials were also hit hard, slipping 2.5%. Although bank profits are typically boosted by rising interest rates, they are also sensitive to concerns about bad loans or slowing loan growth amid an economic downturn.</p><p>Meanwhile, apparel maker VF Corp dropped 11.2% - its largest one-day decline since March 2020 - after announcing the sudden retirement of CEO Steve Rendle. The firm, which owns names including outdoor wear brand The North Face and sneaker maker Vans, also cut its full-year sales and profit forecasts, blaming weaker-than-anticipated consumer demand.</p><p>Volume on U.S. exchanges was 10.78 billion shares, compared with the 11.04 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted six new 52-week highs and four new lows; the Nasdaq Composite recorded 105 new highs and 133 new lows. (Reporting by Shubham Batra, Ankika Biswas, Johann M Cherian and Devik Jain in Bengaluru and David French in New York; Editing by Anil D&#39;Silva, Shounak Dasgupta and Lisa Shumaker)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Slides As Services Data Spooks Investors About Fed Rate Hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nUS STOCKS-Wall St Slides As Services Data Spooks Investors About Fed Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-06 05:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - U.S. markets ended Monday lower, as investors spooked by better-than-expected data from the services sector re-evaluated whether the Federal Reserve could hike interest rates for longer, while shares of Tesla slid on reports of a production cut in China.</p><p>The electric-vehicle maker slumped 6.4% on plans to cut December output of the Model Y at its Shanghai plant by more than 20% from the previous month.</p><p>This weighed on the Nasdaq, where Tesla was one of the biggest fallers, pulling the tech-heavy index to its second straight decline.</p><p>Broadly, indexes suffered as data showed U.S. services industry activity unexpectedly picked up in November, with employment rebounding, offering more evidence of underlying momentum in the economy.</p><p>The data came on the heels of a survey last week that showed stronger-than-expected job and wage growth in November, challenging hopes that the Fed might slow the pace and intensity of its rate hikes amid recent signs of ebbing inflation.</p><p>&#34;Today is a bit of a response to Friday, because that jobs report, showing the economy was not slowing down that much, was contrary to the message which (Chair Jerome) Powell had delivered on Wednesday afternoon,&#34; said Bernard Drury, CEO of Drury Capital, referencing comments made by the head of the Federal Reserve saying it was time to slow the pace of coming interest rate hikes.</p><p>&#34;We&#39;re back to inflation-fighting mode,&#34; Drury added.</p><p>Investors see an 89% chance that the U.S. central bank will increase interest rates by 50 basis points next week to 4.25%-4.50%, with the rates peaking at 4.984% in May 2023.</p><p>The rate-setting Federal Open Market Committee meets on Dec. 13-14, the final meeting in a volatile year, which saw the central bank attempt to arrest a multi-decade rise in inflation with record interest rate hikes.</p><p>The aggressive policy tightening has also triggered worries of an economic downturn, with JPMorgan, Citigroup and BlackRock among those that believe a recession is likely in 2023.</p><p>The Dow Jones Industrial Average fell 482.78 points, or 1.4%, to close at 33,947.1, the S&amp;P 500 lost 72.86 points, or 1.79%, to end on 3,998.84, and the Nasdaq Composite dropped 221.56 points, or 1.93%, to finish on 11,239.94.</p><p>In other economic data this week, investors will also monitor weekly jobless claims, producer prices and the University of Michigan&#39;s consumer sentiment survey for more clues on the health of the U.S. economy.</p><p>Energy was among the biggest S&amp;P sectoral losers, dropping 2.9%. It was weighed by U.S. natural gas futures slumping more than 10% on Monday, as the outlook dimmed due to forecasts for milder weather and the delayed restart of the Freeport liquefied natural gas (LNG) export plant.</p><p>EQT Corp, one of the largest U.S. natural gas producers, was the steepest faller on the energy index, closing 7.2% lower.</p><p>Financials were also hit hard, slipping 2.5%. Although bank profits are typically boosted by rising interest rates, they are also sensitive to concerns about bad loans or slowing loan growth amid an economic downturn.</p><p>Meanwhile, apparel maker VF Corp dropped 11.2% - its largest one-day decline since March 2020 - after announcing the sudden retirement of CEO Steve Rendle. The firm, which owns names including outdoor wear brand The North Face and sneaker maker Vans, also cut its full-year sales and profit forecasts, blaming weaker-than-anticipated consumer demand.</p><p>Volume on U.S. exchanges was 10.78 billion shares, compared with the 11.04 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted six new 52-week highs and four new lows; the Nasdaq Composite recorded 105 new highs and 133 new lows. (Reporting by Shubham Batra, Ankika Biswas, Johann M Cherian and Devik Jain in Bengaluru and David French in New York; Editing by Anil D&#39;Silva, Shounak Dasgupta and Lisa Shumaker)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289919187","content_text":"(Reuters) - U.S. markets ended Monday lower, as investors spooked by better-than-expected data from the services sector re-evaluated whether the Federal Reserve could hike interest rates for longer, while shares of Tesla slid on reports of a production cut in China.The electric-vehicle maker slumped 6.4% on plans to cut December output of the Model Y at its Shanghai plant by more than 20% from the previous month.This weighed on the Nasdaq, where Tesla was one of the biggest fallers, pulling the tech-heavy index to its second straight decline.Broadly, indexes suffered as data showed U.S. services industry activity unexpectedly picked up in November, with employment rebounding, offering more evidence of underlying momentum in the economy.The data came on the heels of a survey last week that showed stronger-than-expected job and wage growth in November, challenging hopes that the Fed might slow the pace and intensity of its rate hikes amid recent signs of ebbing inflation.\"Today is a bit of a response to Friday, because that jobs report, showing the economy was not slowing down that much, was contrary to the message which (Chair Jerome) Powell had delivered on Wednesday afternoon,\" said Bernard Drury, CEO of Drury Capital, referencing comments made by the head of the Federal Reserve saying it was time to slow the pace of coming interest rate hikes.\"We're back to inflation-fighting mode,\" Drury added.Investors see an 89% chance that the U.S. central bank will increase interest rates by 50 basis points next week to 4.25%-4.50%, with the rates peaking at 4.984% in May 2023.The rate-setting Federal Open Market Committee meets on Dec. 13-14, the final meeting in a volatile year, which saw the central bank attempt to arrest a multi-decade rise in inflation with record interest rate hikes.The aggressive policy tightening has also triggered worries of an economic downturn, with JPMorgan, Citigroup and BlackRock among those that believe a recession is likely in 2023.The Dow Jones Industrial Average fell 482.78 points, or 1.4%, to close at 33,947.1, the S&P 500 lost 72.86 points, or 1.79%, to end on 3,998.84, and the Nasdaq Composite dropped 221.56 points, or 1.93%, to finish on 11,239.94.In other economic data this week, investors will also monitor weekly jobless claims, producer prices and the University of Michigan's consumer sentiment survey for more clues on the health of the U.S. economy.Energy was among the biggest S&P sectoral losers, dropping 2.9%. It was weighed by U.S. natural gas futures slumping more than 10% on Monday, as the outlook dimmed due to forecasts for milder weather and the delayed restart of the Freeport liquefied natural gas (LNG) export plant.EQT Corp, one of the largest U.S. natural gas producers, was the steepest faller on the energy index, closing 7.2% lower.Financials were also hit hard, slipping 2.5%. Although bank profits are typically boosted by rising interest rates, they are also sensitive to concerns about bad loans or slowing loan growth amid an economic downturn.Meanwhile, apparel maker VF Corp dropped 11.2% - its largest one-day decline since March 2020 - after announcing the sudden retirement of CEO Steve Rendle. The firm, which owns names including outdoor wear brand The North Face and sneaker maker Vans, also cut its full-year sales and profit forecasts, blaming weaker-than-anticipated consumer demand.Volume on U.S. exchanges was 10.78 billion shares, compared with the 11.04 billion average for the full session over the last 20 trading days.The S&P 500 posted six new 52-week highs and four new lows; the Nasdaq Composite recorded 105 new highs and 133 new lows. (Reporting by Shubham Batra, Ankika Biswas, Johann M Cherian and Devik Jain in Bengaluru and David French in New York; Editing by Anil D'Silva, Shounak Dasgupta and Lisa Shumaker)","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960856677,"gmtCreate":1668128534400,"gmtModify":1676538016936,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9960856677","repostId":"2282143862","repostType":4,"repost":{"id":"2282143862","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1668126446,"share":"https://ttm.financial/m/news/2282143862?lang=&edition=fundamental","pubTime":"2022-11-11 08:27","market":"us","language":"en","title":"Wall Street Ends Sharply Higher on Sign of Cooling Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=2282143862","media":"Reuters","summary":"* U.S. consumer prices increase less than expected in Oct* Traders expect 50 bps rate hike in Dec* E","content":"<html><head></head><body><p>* U.S. consumer prices increase less than expected in Oct</p><p>* Traders expect 50 bps rate hike in Dec</p><p>* EV maker Rivian gains on strong demand, outlook</p><p>* Indexes end: S&amp;P 500 +5.54%, Nasdaq +7.35%, Dow +3.70%</p><p><img src=\"https://static.tigerbbs.com/f0f996b5037282c993b6fcc9cb2b0181\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Nov 10 (Reuters) - The S&amp;P 500 and Nasdaq jumped on Thursday, racking up their biggest daily percentage gains in over 2-1/2 years as a sign of slowing inflation in October sparked speculation the Federal Reserve might become less aggressive with interest rate hikes.</p><p>Stocks in sectors across the board surged as the latest consumer price data cheered investors worried that ongoing interest rate hikes could hobble the U.S. economy.</p><p>One-time Wall Street darlings tarnished in 2022&#39;s bear market were among Thursday&#39;s strongest performers, with Nvidia jumping about 14%, Meta Platforms climbing 10% and Alphabet rising 7.6%.</p><p>The Labor Department&#39;s data showed the annual CPI number below 8% for the first time in eight months.</p><p>&#34;This is a big deal,&#34; said King Lip, chief strategist at Baker Avenue Asset Management in San Francisco. &#34;We have been calling the peak of inflation for the last couple of months and just have been incredibly frustrated that it hasn’t shown up in the data. For the first time, it has actually shown up in the data.&#34;</p><p>Growing recession worries have hammered Wall Street this year. The S&amp;P 500 remains down about 17% year to date, and it is on course for its biggest annual decline since 2008.</p><p>The inflation data prompted traders to adjust rate hike bets, with odds of a 50-basis point rate hike in December, rather than a 75-basis point hike, jumping to about 85% from 52% before the data was released, according to the CME FedWatch tool.</p><p>San Francisco Fed President Mary Daly and Dallas Fed President Lorie Logan welcomed the most recent inflation data, but warned that the fight with rising priceswas far from over.</p><p>Amazon.com Inc surged more than 12% after the Wall Street Journal reported that the e-commerce heavyweight was reviewing unprofitable business unitsto cut costs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26cc495baa1612e31596cfe111710352\" tg-width=\"900\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>S&amp;P 500&#39;s busiest trades</span></p><p>The S&amp;P 500 climbed 5.54% to end the session at 3,956.31 points.</p><p>The Nasdaq gained 7.35% to 11,114.15 points, while Dow Jones Industrial Average rose 3.70% to 33,715.37 points.</p><p>All 11 S&amp;P 500 sector indexes rallied, led by information technology, up 8.33%, followed by a 7.74% gain in real estate.</p><p>The Philadelphia semiconductor index surged 10.2%, cutting its loss in 2022 to about 32%.</p><p>The CBOE volatility index (VIX), also known as Wall Street&#39;s fear gauge, fell to a near two-month low of about 23 points.</p><p>Some investors urged caution that Thursday&#39;s rally may be overdone.</p><p>&#34;The market is - as it has been a few times this year - very eager to trade a &#39;Fed pivot&#39; ... but we think the market is getting a little ahead of itself based on one print,&#34; said Zach Hill, head of portfolio management at Horizon Investments in Charlotte.</p><p>The PHLX Housing index jumped 10.3% to its highest since August after tumbling this year over concerns about higher mortgage rates denting affordability.</p><p>Rivian Automotive Inc surged 17.4% after the electric-vehicle maker reported a smaller-than-expected loss, higher number of pre-orders and reaffirmed its full-year production outlook.</p><p>The Dow has now recovered about 17% from its closing low on Sept. 30, and it remains down about 9% from its record high close in early January.</p><p>Advancing issues outnumbered falling ones within the S&amp;P 500 by a 26.9-to-one ratio.</p><p>The S&amp;P 500 posted 19 new highs and no new lows; the Nasdaq recorded 120 new highs and 166 new lows.</p><p>Volume on U.S. exchanges was heavy, with 14.9 billion shares traded, compared to an average of 11.9 billion shares over the previous 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Sharply Higher on Sign of Cooling Inflation</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Ends Sharply Higher on Sign of Cooling Inflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-11 08:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. consumer prices increase less than expected in Oct</p><p>* Traders expect 50 bps rate hike in Dec</p><p>* EV maker Rivian gains on strong demand, outlook</p><p>* Indexes end: S&amp;P 500 +5.54%, Nasdaq +7.35%, Dow +3.70%</p><p><img src=\"https://static.tigerbbs.com/f0f996b5037282c993b6fcc9cb2b0181\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Nov 10 (Reuters) - The S&amp;P 500 and Nasdaq jumped on Thursday, racking up their biggest daily percentage gains in over 2-1/2 years as a sign of slowing inflation in October sparked speculation the Federal Reserve might become less aggressive with interest rate hikes.</p><p>Stocks in sectors across the board surged as the latest consumer price data cheered investors worried that ongoing interest rate hikes could hobble the U.S. economy.</p><p>One-time Wall Street darlings tarnished in 2022&#39;s bear market were among Thursday&#39;s strongest performers, with Nvidia jumping about 14%, Meta Platforms climbing 10% and Alphabet rising 7.6%.</p><p>The Labor Department&#39;s data showed the annual CPI number below 8% for the first time in eight months.</p><p>&#34;This is a big deal,&#34; said King Lip, chief strategist at Baker Avenue Asset Management in San Francisco. &#34;We have been calling the peak of inflation for the last couple of months and just have been incredibly frustrated that it hasn’t shown up in the data. For the first time, it has actually shown up in the data.&#34;</p><p>Growing recession worries have hammered Wall Street this year. The S&amp;P 500 remains down about 17% year to date, and it is on course for its biggest annual decline since 2008.</p><p>The inflation data prompted traders to adjust rate hike bets, with odds of a 50-basis point rate hike in December, rather than a 75-basis point hike, jumping to about 85% from 52% before the data was released, according to the CME FedWatch tool.</p><p>San Francisco Fed President Mary Daly and Dallas Fed President Lorie Logan welcomed the most recent inflation data, but warned that the fight with rising priceswas far from over.</p><p>Amazon.com Inc surged more than 12% after the Wall Street Journal reported that the e-commerce heavyweight was reviewing unprofitable business unitsto cut costs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26cc495baa1612e31596cfe111710352\" tg-width=\"900\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>S&amp;P 500&#39;s busiest trades</span></p><p>The S&amp;P 500 climbed 5.54% to end the session at 3,956.31 points.</p><p>The Nasdaq gained 7.35% to 11,114.15 points, while Dow Jones Industrial Average rose 3.70% to 33,715.37 points.</p><p>All 11 S&amp;P 500 sector indexes rallied, led by information technology, up 8.33%, followed by a 7.74% gain in real estate.</p><p>The Philadelphia semiconductor index surged 10.2%, cutting its loss in 2022 to about 32%.</p><p>The CBOE volatility index (VIX), also known as Wall Street&#39;s fear gauge, fell to a near two-month low of about 23 points.</p><p>Some investors urged caution that Thursday&#39;s rally may be overdone.</p><p>&#34;The market is - as it has been a few times this year - very eager to trade a &#39;Fed pivot&#39; ... but we think the market is getting a little ahead of itself based on one print,&#34; said Zach Hill, head of portfolio management at Horizon Investments in Charlotte.</p><p>The PHLX Housing index jumped 10.3% to its highest since August after tumbling this year over concerns about higher mortgage rates denting affordability.</p><p>Rivian Automotive Inc surged 17.4% after the electric-vehicle maker reported a smaller-than-expected loss, higher number of pre-orders and reaffirmed its full-year production outlook.</p><p>The Dow has now recovered about 17% from its closing low on Sept. 30, and it remains down about 9% from its record high close in early January.</p><p>Advancing issues outnumbered falling ones within the S&amp;P 500 by a 26.9-to-one ratio.</p><p>The S&amp;P 500 posted 19 new highs and no new lows; the Nasdaq recorded 120 new highs and 166 new lows.</p><p>Volume on U.S. exchanges was heavy, with 14.9 billion shares traded, compared to an average of 11.9 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.",".SPX":"S&P 500 Index","VIX":"标普500波动率指数","GOOGL":"谷歌A","AAPL":"苹果",".DJI":"道琼斯","TSLA":"特斯拉",".IXIC":"NASDAQ Composite","NVDA":"英伟达","META":"Meta Platforms, Inc.","AMZN":"亚马逊","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282143862","content_text":"* U.S. consumer prices increase less than expected in Oct* Traders expect 50 bps rate hike in Dec* EV maker Rivian gains on strong demand, outlook* Indexes end: S&P 500 +5.54%, Nasdaq +7.35%, Dow +3.70%Nov 10 (Reuters) - The S&P 500 and Nasdaq jumped on Thursday, racking up their biggest daily percentage gains in over 2-1/2 years as a sign of slowing inflation in October sparked speculation the Federal Reserve might become less aggressive with interest rate hikes.Stocks in sectors across the board surged as the latest consumer price data cheered investors worried that ongoing interest rate hikes could hobble the U.S. economy.One-time Wall Street darlings tarnished in 2022's bear market were among Thursday's strongest performers, with Nvidia jumping about 14%, Meta Platforms climbing 10% and Alphabet rising 7.6%.The Labor Department's data showed the annual CPI number below 8% for the first time in eight months.\"This is a big deal,\" said King Lip, chief strategist at Baker Avenue Asset Management in San Francisco. \"We have been calling the peak of inflation for the last couple of months and just have been incredibly frustrated that it hasn’t shown up in the data. For the first time, it has actually shown up in the data.\"Growing recession worries have hammered Wall Street this year. The S&P 500 remains down about 17% year to date, and it is on course for its biggest annual decline since 2008.The inflation data prompted traders to adjust rate hike bets, with odds of a 50-basis point rate hike in December, rather than a 75-basis point hike, jumping to about 85% from 52% before the data was released, according to the CME FedWatch tool.San Francisco Fed President Mary Daly and Dallas Fed President Lorie Logan welcomed the most recent inflation data, but warned that the fight with rising priceswas far from over.Amazon.com Inc surged more than 12% after the Wall Street Journal reported that the e-commerce heavyweight was reviewing unprofitable business unitsto cut costs.S&P 500's busiest tradesThe S&P 500 climbed 5.54% to end the session at 3,956.31 points.The Nasdaq gained 7.35% to 11,114.15 points, while Dow Jones Industrial Average rose 3.70% to 33,715.37 points.All 11 S&P 500 sector indexes rallied, led by information technology, up 8.33%, followed by a 7.74% gain in real estate.The Philadelphia semiconductor index surged 10.2%, cutting its loss in 2022 to about 32%.The CBOE volatility index (VIX), also known as Wall Street's fear gauge, fell to a near two-month low of about 23 points.Some investors urged caution that Thursday's rally may be overdone.\"The market is - as it has been a few times this year - very eager to trade a 'Fed pivot' ... but we think the market is getting a little ahead of itself based on one print,\" said Zach Hill, head of portfolio management at Horizon Investments in Charlotte.The PHLX Housing index jumped 10.3% to its highest since August after tumbling this year over concerns about higher mortgage rates denting affordability.Rivian Automotive Inc surged 17.4% after the electric-vehicle maker reported a smaller-than-expected loss, higher number of pre-orders and reaffirmed its full-year production outlook.The Dow has now recovered about 17% from its closing low on Sept. 30, and it remains down about 9% from its record high close in early January.Advancing issues outnumbered falling ones within the S&P 500 by a 26.9-to-one ratio.The S&P 500 posted 19 new highs and no new lows; the Nasdaq recorded 120 new highs and 166 new lows.Volume on U.S. exchanges was heavy, with 14.9 billion shares traded, compared to an average of 11.9 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988262191,"gmtCreate":1666761095013,"gmtModify":1676537802449,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9988262191","repostId":"1112617869","repostType":4,"repost":{"id":"1112617869","pubTimestamp":1666756392,"share":"https://ttm.financial/m/news/1112617869?lang=&edition=fundamental","pubTime":"2022-10-26 11:53","market":"us","language":"en","title":"7 Dow Stocks to Sell Before They Tumble","url":"https://stock-news.laohu8.com/highlight/detail?id=1112617869","media":"InvestorPlace","summary":"Here are seven Dow stocks to sell to avoid getting hurt by negative trends.Apple(AAPL): AAPL is likely to be undermined by weak demand for iPhones.Travelers(TRV): Climate change is making TRV much mor","content":"<html><head></head><body><ul><li>Here are seven Dow stocks to sell to avoid getting hurt by negative trends.</li><li><b>Apple</b>(<b><u>AAPL</u></b>):  AAPL is likely to be undermined by weak demand for iPhones.</li><li><b>Travelers</b>(<b><u>TRV</u></b>): Climate change is making TRV much more risky than it used to be.</li><li><b>Chevron</b>(<b><u>CVX</u></b>): The appeal of CVX and its peers has been lowered by governments’ actions.</li><li><b>3M</b>(<b><u>MMM</u></b>): MMM reported weak Q3 results and is being threatened by hundreds of thousands of lawsuits.</li><li><b>Home Depot</b>(<b><u>HD</u></b>): The housing downturn is likely to significantly hurt HD.</li><li><b>Disney</b>(<b><u>DIS</u></b>): DIS continues to be undermined by cord cutting.</li><li><b>Procter &amp; Gamble</b>(<b><u>PG</u></b>): The valuation of PG stock is unattractive.</li><li><b>Nike</b>(<b><u>NKE</u></b>): Post-pandemic trends and a big inventory buildup are among the negative catalysts for NKE stock.</li></ul><p>As anyone who reads my columns regularly knows, I’m generally upbeat on stocks. That’s because I believe that inflation has peaked, the Federal Reserve is poised to become much more dovish.  In addition, the Street has, for some time, underestimated the importance of the exceptionally strong employment market. However, I believe that there are some good Dow stocks to sell at this point.</p><p>That’s because, in this stock picker’s market, there are several sectors that investors should definitely avoid. For example, with consumers being hurt by inflation and many still spending much more money on experiences than products, companies that specialize in selling fairly expensive products may struggle. While that trend should reverse at some point in the medium term, given the negative commentary of a number of companies that specialize in selling goods and poor macro manufacturing data, it appears to have been stickier than I previously believed.</p><p>That’s particularly true for firms whose products are relatively expensive but rely on attracting lower-middle-class and working class-consumers.</p><p>Oil companies may also be hurt by governments actions, while insurers could struggle due to the destruction wrought by Hurricane Ian, for example.</p><p>With all of that in mind, here are seven good Dow stocks to sell.</p><p><b>Apple (AAPL)</b></p><p>There’s now clear evidence that <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>) is getting being hurt by a goods-to-services shift. According to a recent report, weak demand for the iPhone 14 has caused the hardware giant to lower the “production of iPhone 14 Plus and is increasing the output of the more expensive iPhone 14 Pro.”</p><p>Also expressing caution about Apple on<i>CNBC</i>was investor Brenda Vingiello, who warned that the company could be hit by waning consumer demand for PCs and smartphones in the wake of the pandemic. Additionally, she noted that AAPL gets 60% of its revenue from outside of the U.S. Some of those overseas markets, especially China and Europe, have problems that are much worse than those of America. Additionally, the U.S. dollar’s strength is likely to negatively impact Apple’s overseas profits.</p><p>Despite these issues, the price-earnings ratio of AAPL stock remains fairly elevated at 23.4. That’s fairly high for a company whose revenues are growing relatively slowly; on average, analysts expect the firm’s revenues to increase 4.8% to $412 billion in 2023, up from $393 billion this year.</p><p><b>Travelers Companies (TRV)</b></p><p><b>Travelers Companies’</b>(NYSE:<b><u>TRV</u></b>) third-quarter results, reported on Oct. 19, were uninspiring, thanks to Hurricane Ian. Specifically, its net income sank to $454 million versus $662 million during the same period in 2021. Additionally, its top line increased just 6%. On a positive note, its revenue from its “net written premiums” climbed 10% year over year. Still, Ian caused the firm’s “catastrophe costs” to jump 11% year over year to “$512 million pretax, net of reinsurance, from the year-earlier period,” <i>The Wall Street Journal’s Leslie Scism</i> reported.</p><p>Ian could have been much worse for Travelers, but TRV and other companies had decided to offer relatively few homeowners’ insurance policies in the hurricane-prone state. However, with climate change causing the damage and frequency of storms to increase a great deal, the next extremely ruinous hurricane, flood, or tornado could occur in a highly populated state to which Travelers is much more exposed. Such an event, in turn, could cause TRV stock to sink meaningfully. Consequently, I urge investors to sell TRV and its peers.</p><p><b>Chevron (CVX)</b></p><p>Many haven’t realized it yet, but the world recently changed for <b>Chevron</b>(NYSE:<b><u>CVX</u></b>) and its peers in the oil and gas sector. Specifically, Western governments are no longer sitting on their hands as oil and gas prices soar; instead, these governments are realizing that they can take actions that stymie price jumps caused by the “animal spirits” of profit-hungry traders.</p><p>In the U.S., the Biden Administration’s releases from the U.S.Strategic Petroleum Reserve (SPR)have caused oil prices to sink. Meanwhile, the EU’s actions have caused European natural gas prices to tumble to around prewar levels. Once investors internalize the idea that Washington and Europe are determined to prevent oil and gas prices from soaring, their appetite for CVX stock is likely to take a big hit.</p><p>Also worth noting is that 30leftist members of Congress recently signed a letter to President Joe Biden calling on him to work harder to end the war in Ukraine. If pressure ramps up on the administration and on European governments to end the war, the fighting could indeed stop sooner rather than later, causing oil and gas prices to sink and meaningfully pushing down CVX stock.</p><p><b>3M (MMM)</b></p><p><b>3M</b>(NYSE:<b><u>MMM</u></b>) just reported weak third-quarter results. Meanwhile, the company is facing a number of lawsuits that could significantly undermine its financial position. It’s another one of the top Dow stocks to sell.</p><p>3M’s sales dropped 4% year-over-year to $8.6 billion, while its operating cash flow tumbled 18% year over year. Additionally, 3M cut its 2022 sales guidance, and now expects its revenue to fall 3% to 3.5% this year, as compared to its previous outlook for a 0.5%-2.5% decline. The conglomerate anticipates that its sales, excluding acquisitions, will climb 1.5% to 2% this year. But given the current, high-inflation environment, that’s a very unimpressive increase indeed.</p><p>Meanwhile, over 230,000lawsuits have been filed against 3M for its allegedly damaging earplugs. Partially because of the legal issue, <b>Bank of America</b>(NYSE:<b><u>BAC</u></b>) recently reiterated its “underperform” rating on the shares.</p><p>On Aug. 29, <b>Morgan Stanley</b> (NYSE:<b><u>MS</u></b>) analyst Joshua Pokrzywinski estimated that 3M’sliability for the earplugs could reach $14 billion with potential for something higher. The analyst kept an “underweight” rating on the shares. As of the end of last quarter, 3M has $3 billion of cash and $17.2 billion of debt, so $14 billion of liability would indeed greatly undermine its financial position at best and make its viability going forward uncertain at worst.</p><p>The firm is trying to spin off its healthcare unit, likely in order to prevent the parent company from being hurt by the lawsuits. However, the move has been challenged in court.</p><p><b>Home Depot (HD)</b></p><p>The tremendous slowdown in the housing sector, along with the goods-to-services spending shift, isn’t great news for <b>Home Depot</b>(NYSE:<b><u>HD</u></b>). It’s another one of the top Dow stocks to sell.</p><p>In September, U.S. existing home sales fell 1.5% versusAugust and tumbled 24% year-over-year.</p><p>“Three out of the four major U.S. regions notched month-over-month sales contractions, while the West held steady. On a year-over-year basis, sales dropped in all regions,” theNational Association of Realtors reported. The continuing housing slump is bad news for Home Depot, as consumers tend to spend a great deal of money to improve the homes into which they move.</p><p>Further, as consumers spend more money on experiences, they’ll have less to spend on upgrading their homes. Much like Apple, Home Depot benefited a great deal from spending patterns during the pandemic. Now that those patterns have reversed, HD’s financial results are likely to sink. Also boding badly for HD stock, research firm <b>Evercore</b> recently lowered its rating on Home Depot’s competitor, <b>Lowe’s</b>(NYSE:<b><u>LOW</u></b>) to in-line from outperform.</p><p>“Our downgrade is based on the view that slower [home improvement] demand and disinflation could push comps lower in 2023, making margin gains muted,” the firm explained. While Evercore said it was more bullish on HD stock, I still think that the firm’s assessment of Lowe’s indicates that investors should not expect good news anytime soon from Home Depot.</p><p><b>Disney (DIS)</b></p><p>I’ve been bearish on <b>Disney</b>(NYSE:<b><u>DIS</u></b>) stock for a few years, citing the negative impacts of the cord-cutting trend. The Street finally realized the truth of these points, causing DIS stock to tumble 34% so far this year.   But with those trends continuing and DISstill trading at a relatively high forward price-earnings ratio of 19, the shares are likely to decline much further going forward. It’s another one of the top Dow stocks to sell.</p><p>Ominously for Disney, <b>Wells Fargo</b>(NYSE:<b><u>WFC</u></b>)predicted in Aug. that cord cutting would continue to be “elevated given all the content shifting to streaming, and consumers looking to trim their subscriptions due to macro and/or subscription fatigue,” In Q2, the number of consumers paying traditional TV bills fell “5.2% year-over-year,” the firm noted, worse than the 3.7% decline in Q1.For 2022, 2023, and 2024, Wellsexpects the metric to sink 5.8%, 6.7%, and 6.9%, respectively.</p><p><b>Procter &amp; Gamble (PG)</b></p><p><b>Procter &amp; Gamble</b>(NYSE:<b><u>PG</u></b>) stock has a rather high price-earnings ratioof 22. That’s because many investors are predicting that the economy will nosedive over the next year and see PG as a safe haven. But, as I’ve stated in the past, I believe that the strong employment trend, along with America’s first manufacturing boom in many decades, will prevent the economy from meaningfully sinking.</p><p>If I’m correct (and so far I have been), then the valuation multiples of PG stock are likely to sink tremendously going forward. Further reducing the attractiveness of PG, its profitability actually fell last quarter, as its operating income dropped to $4.93 billion from $5.02 billion during the same period a year earlier. And in its fiscal 2022, its OI declined to $18.6 billion from $18.7 billion during the prior year.</p><p>On Oct. 10, <b>Goldman Sachs</b>(NYSE:<b><u>GS</u></b>) downgraded the PG stock to neutral from buy, citing valuation. The firm does not believe that PG’s market share is likely to rise going forward.</p><p><b>Nike (NKE)</b></p><p><b>Nike</b>(NYSE:<b><u>NKE</u></b>) is one of the top Dow stocks to sell.  With consumers spending much more money on experiences, they have less money left over to spend on Nike’s rather expensive footwear. Adding to Nike’s woes, the company relies on China for a significant amount of its revenue. In its fiscal first quarter, Nike’ssales rose only3.6% year-over-year. Given the high-inflation environment, that’s not an impressive increase. Meanwhile, the company’s gross margin sank 2.2 percentage points YOY to 44.3%.</p><p>And perhaps most importantly, the footwear maker’s inventories soared 44% YOY. While the company blamed the increase on “supply chain” issues, I would not be surprised if weaker-than-expected demand also actually played a significant role in the inventory jump.</p><p>Expressing caution on NKE stock on Oct. 11, <b>Bank of</b> <b>America</b> (NYSE:<b><u>BAC</u></b>)wrote, “We would like to see progress on clearing through the excess inventory and have better visibility on China demand before turning more constructive on the name.” The firm kept a neutral rating on NKE stock.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Dow Stocks to Sell Before They Tumble</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\">\n7 Dow Stocks to Sell Before They Tumble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 11:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/10/7-dow-stocks-to-sell-before-they-tumble/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are seven Dow stocks to sell to avoid getting hurt by negative trends.Apple(AAPL):  AAPL is likely to be undermined by weak demand for iPhones.Travelers(TRV): Climate change is making TRV much ...</p>\n\n<a href=\"https://investorplace.com/2022/10/7-dow-stocks-to-sell-before-they-tumble/\">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","DIS":"迪士尼","MMM":"3M","CVX":"雪佛龙","HD":"家得宝","TRV":"旅行者财产险集团","NKE":"耐克","PG":"宝洁"},"source_url":"https://investorplace.com/2022/10/7-dow-stocks-to-sell-before-they-tumble/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112617869","content_text":"Here are seven Dow stocks to sell to avoid getting hurt by negative trends.Apple(AAPL):  AAPL is likely to be undermined by weak demand for iPhones.Travelers(TRV): Climate change is making TRV much more risky than it used to be.Chevron(CVX): The appeal of CVX and its peers has been lowered by governments’ actions.3M(MMM): MMM reported weak Q3 results and is being threatened by hundreds of thousands of lawsuits.Home Depot(HD): The housing downturn is likely to significantly hurt HD.Disney(DIS): DIS continues to be undermined by cord cutting.Procter & Gamble(PG): The valuation of PG stock is unattractive.Nike(NKE): Post-pandemic trends and a big inventory buildup are among the negative catalysts for NKE stock.As anyone who reads my columns regularly knows, I’m generally upbeat on stocks. That’s because I believe that inflation has peaked, the Federal Reserve is poised to become much more dovish.  In addition, the Street has, for some time, underestimated the importance of the exceptionally strong employment market. However, I believe that there are some good Dow stocks to sell at this point.That’s because, in this stock picker’s market, there are several sectors that investors should definitely avoid. For example, with consumers being hurt by inflation and many still spending much more money on experiences than products, companies that specialize in selling fairly expensive products may struggle. While that trend should reverse at some point in the medium term, given the negative commentary of a number of companies that specialize in selling goods and poor macro manufacturing data, it appears to have been stickier than I previously believed.That’s particularly true for firms whose products are relatively expensive but rely on attracting lower-middle-class and working class-consumers.Oil companies may also be hurt by governments actions, while insurers could struggle due to the destruction wrought by Hurricane Ian, for example.With all of that in mind, here are seven good Dow stocks to sell.Apple (AAPL)There’s now clear evidence that Apple(NASDAQ:AAPL) is getting being hurt by a goods-to-services shift. According to a recent report, weak demand for the iPhone 14 has caused the hardware giant to lower the “production of iPhone 14 Plus and is increasing the output of the more expensive iPhone 14 Pro.”Also expressing caution about Apple onCNBCwas investor Brenda Vingiello, who warned that the company could be hit by waning consumer demand for PCs and smartphones in the wake of the pandemic. Additionally, she noted that AAPL gets 60% of its revenue from outside of the U.S. Some of those overseas markets, especially China and Europe, have problems that are much worse than those of America. Additionally, the U.S. dollar’s strength is likely to negatively impact Apple’s overseas profits.Despite these issues, the price-earnings ratio of AAPL stock remains fairly elevated at 23.4. That’s fairly high for a company whose revenues are growing relatively slowly; on average, analysts expect the firm’s revenues to increase 4.8% to $412 billion in 2023, up from $393 billion this year.Travelers Companies (TRV)Travelers Companies’(NYSE:TRV) third-quarter results, reported on Oct. 19, were uninspiring, thanks to Hurricane Ian. Specifically, its net income sank to $454 million versus $662 million during the same period in 2021. Additionally, its top line increased just 6%. On a positive note, its revenue from its “net written premiums” climbed 10% year over year. Still, Ian caused the firm’s “catastrophe costs” to jump 11% year over year to “$512 million pretax, net of reinsurance, from the year-earlier period,” The Wall Street Journal’s Leslie Scism reported.Ian could have been much worse for Travelers, but TRV and other companies had decided to offer relatively few homeowners’ insurance policies in the hurricane-prone state. However, with climate change causing the damage and frequency of storms to increase a great deal, the next extremely ruinous hurricane, flood, or tornado could occur in a highly populated state to which Travelers is much more exposed. Such an event, in turn, could cause TRV stock to sink meaningfully. Consequently, I urge investors to sell TRV and its peers.Chevron (CVX)Many haven’t realized it yet, but the world recently changed for Chevron(NYSE:CVX) and its peers in the oil and gas sector. Specifically, Western governments are no longer sitting on their hands as oil and gas prices soar; instead, these governments are realizing that they can take actions that stymie price jumps caused by the “animal spirits” of profit-hungry traders.In the U.S., the Biden Administration’s releases from the U.S.Strategic Petroleum Reserve (SPR)have caused oil prices to sink. Meanwhile, the EU’s actions have caused European natural gas prices to tumble to around prewar levels. Once investors internalize the idea that Washington and Europe are determined to prevent oil and gas prices from soaring, their appetite for CVX stock is likely to take a big hit.Also worth noting is that 30leftist members of Congress recently signed a letter to President Joe Biden calling on him to work harder to end the war in Ukraine. If pressure ramps up on the administration and on European governments to end the war, the fighting could indeed stop sooner rather than later, causing oil and gas prices to sink and meaningfully pushing down CVX stock.3M (MMM)3M(NYSE:MMM) just reported weak third-quarter results. Meanwhile, the company is facing a number of lawsuits that could significantly undermine its financial position. It’s another one of the top Dow stocks to sell.3M’s sales dropped 4% year-over-year to $8.6 billion, while its operating cash flow tumbled 18% year over year. Additionally, 3M cut its 2022 sales guidance, and now expects its revenue to fall 3% to 3.5% this year, as compared to its previous outlook for a 0.5%-2.5% decline. The conglomerate anticipates that its sales, excluding acquisitions, will climb 1.5% to 2% this year. But given the current, high-inflation environment, that’s a very unimpressive increase indeed.Meanwhile, over 230,000lawsuits have been filed against 3M for its allegedly damaging earplugs. Partially because of the legal issue, Bank of America(NYSE:BAC) recently reiterated its “underperform” rating on the shares.On Aug. 29, Morgan Stanley (NYSE:MS) analyst Joshua Pokrzywinski estimated that 3M’sliability for the earplugs could reach $14 billion with potential for something higher. The analyst kept an “underweight” rating on the shares. As of the end of last quarter, 3M has $3 billion of cash and $17.2 billion of debt, so $14 billion of liability would indeed greatly undermine its financial position at best and make its viability going forward uncertain at worst.The firm is trying to spin off its healthcare unit, likely in order to prevent the parent company from being hurt by the lawsuits. However, the move has been challenged in court.Home Depot (HD)The tremendous slowdown in the housing sector, along with the goods-to-services spending shift, isn’t great news for Home Depot(NYSE:HD). It’s another one of the top Dow stocks to sell.In September, U.S. existing home sales fell 1.5% versusAugust and tumbled 24% year-over-year.“Three out of the four major U.S. regions notched month-over-month sales contractions, while the West held steady. On a year-over-year basis, sales dropped in all regions,” theNational Association of Realtors reported. The continuing housing slump is bad news for Home Depot, as consumers tend to spend a great deal of money to improve the homes into which they move.Further, as consumers spend more money on experiences, they’ll have less to spend on upgrading their homes. Much like Apple, Home Depot benefited a great deal from spending patterns during the pandemic. Now that those patterns have reversed, HD’s financial results are likely to sink. Also boding badly for HD stock, research firm Evercore recently lowered its rating on Home Depot’s competitor, Lowe’s(NYSE:LOW) to in-line from outperform.“Our downgrade is based on the view that slower [home improvement] demand and disinflation could push comps lower in 2023, making margin gains muted,” the firm explained. While Evercore said it was more bullish on HD stock, I still think that the firm’s assessment of Lowe’s indicates that investors should not expect good news anytime soon from Home Depot.Disney (DIS)I’ve been bearish on Disney(NYSE:DIS) stock for a few years, citing the negative impacts of the cord-cutting trend. The Street finally realized the truth of these points, causing DIS stock to tumble 34% so far this year.   But with those trends continuing and DISstill trading at a relatively high forward price-earnings ratio of 19, the shares are likely to decline much further going forward. It’s another one of the top Dow stocks to sell.Ominously for Disney, Wells Fargo(NYSE:WFC)predicted in Aug. that cord cutting would continue to be “elevated given all the content shifting to streaming, and consumers looking to trim their subscriptions due to macro and/or subscription fatigue,” In Q2, the number of consumers paying traditional TV bills fell “5.2% year-over-year,” the firm noted, worse than the 3.7% decline in Q1.For 2022, 2023, and 2024, Wellsexpects the metric to sink 5.8%, 6.7%, and 6.9%, respectively.Procter & Gamble (PG)Procter & Gamble(NYSE:PG) stock has a rather high price-earnings ratioof 22. That’s because many investors are predicting that the economy will nosedive over the next year and see PG as a safe haven. But, as I’ve stated in the past, I believe that the strong employment trend, along with America’s first manufacturing boom in many decades, will prevent the economy from meaningfully sinking.If I’m correct (and so far I have been), then the valuation multiples of PG stock are likely to sink tremendously going forward. Further reducing the attractiveness of PG, its profitability actually fell last quarter, as its operating income dropped to $4.93 billion from $5.02 billion during the same period a year earlier. And in its fiscal 2022, its OI declined to $18.6 billion from $18.7 billion during the prior year.On Oct. 10, Goldman Sachs(NYSE:GS) downgraded the PG stock to neutral from buy, citing valuation. The firm does not believe that PG’s market share is likely to rise going forward.Nike (NKE)Nike(NYSE:NKE) is one of the top Dow stocks to sell.  With consumers spending much more money on experiences, they have less money left over to spend on Nike’s rather expensive footwear. Adding to Nike’s woes, the company relies on China for a significant amount of its revenue. In its fiscal first quarter, Nike’ssales rose only3.6% year-over-year. Given the high-inflation environment, that’s not an impressive increase. Meanwhile, the company’s gross margin sank 2.2 percentage points YOY to 44.3%.And perhaps most importantly, the footwear maker’s inventories soared 44% YOY. While the company blamed the increase on “supply chain” issues, I would not be surprised if weaker-than-expected demand also actually played a significant role in the inventory jump.Expressing caution on NKE stock on Oct. 11, Bank of America (NYSE:BAC)wrote, “We would like to see progress on clearing through the excess inventory and have better visibility on China demand before turning more constructive on the name.” The firm kept a neutral rating on NKE stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929613721,"gmtCreate":1670646945863,"gmtModify":1676538412201,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9929613721","repostId":"2290253511","repostType":4,"repost":{"id":"2290253511","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1670626997,"share":"https://ttm.financial/m/news/2290253511?lang=&edition=fundamental","pubTime":"2022-12-10 07:03","market":"us","language":"en","title":"Wall Street Ends Lower As Investors Digest Economic Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2290253511","media":"Reuters","summary":"*U.S. producer prices increase in November*Consumer sentiment improves in December*Lululemon tumbles after downbeat forecast*Indexes close: S&P 500 -0.73%, Nasdaq -0.70%, Dow -0.90%Dec 9 (Reuters) - W","content":"<html><head></head><body><p>* U.S. producer prices increase in November</p><p>* Consumer sentiment improves in December</p><p>* Lululemon tumbles after downbeat forecast</p><p>* Indexes close: S&amp;P 500 -0.73%, Nasdaq -0.70%, Dow -0.90%</p><p>Dec 9 (Reuters) - Wall Street ended lower on Friday as investors assessed economic data and awaited a potential 50-basis point interest rate hike by the U.S. Federal Reserve at its policy meeting next week, while apparel company Lululemon slumped following a disappointing profit forecast.</p><p>U.S. producer prices rose slightly more than expected in November amid a jump in the costs of services, but the trend is moderating, with annual inflation at the factory gate posting its smallest increase in 1-1/2 years, data showed.</p><p>&#34;Today&#39;s data shows that inflation is coming down, but it&#39;s lingering and is stickier than most assume,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.</p><p>However, in December, consumer sentiment improved, while inflation expectations eased to a 15-month low, a University of Michigan survey showed.</p><p>Futures trades suggest a 77% chance the Fed will raise interest rates by 50 basis points next week, with a 23% chance of a 75-basis point hike, with those odds little changed after Friday&#39;s economic data.</p><p>Consumer prices data for November, due Tuesday, will provide fresh clues on the central bank&#39;s monetary tightening plans.</p><p>Lululemon Athletica Inc tumbled almost 13% after the Canadian athletic apparel maker forecast lower-than-expected holiday-quarter revenue and profit.</p><p>Netflix Inc gained 3.1% after Wells Fargo upgraded the video streaming giant to &#34;overweight&#34; from &#34;equal weight&#34;.</p><p>The S&amp;P 500 declined 0.73% to end the session at 3,934.38 points.</p><p>The Nasdaq declined 0.70% to 11,004.62 points, while Dow Jones Industrial Average declined 0.90% to 33,476.46 points.</p><p>Of the 11 S&amp;P 500 sector indexes, 10 declined, led lower by energy, down 2.33%, followed by a 1.28% loss in health care   .</p><p>The energy index recorded a seventh straight session of losses, its longest losing streak since December 2018, as oil prices looked set for weekly losses on recession concerns.</p><p>Wall Street&#39;s main indexes have fallen this week after logging two straight weekly gains. Weighing heavily on investors are fears of a potential recession next year due to extended the central bank&#39;s rate hikes.</p><p>For the week, the S&amp;P 500 dropped 3.4%, the Dow lost 2.8% and the Nasdaq shed 4%.</p><p>U.S. stocks ended a recent run of losses on Thursday after data showed initial jobless claims rose modestly last week.</p><p>Broadcom Inc jumped 2.6% after the chipmaker forecast current-quarter revenue above Wall Street estimates.</p><p>Boeing Co climbed 0.3% after Reuters report the plane maker plans to announce a deal with United Airlines    for orders of 787 Dreamliner next week.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 3.3-to-one ratio.</p><p>The S&amp;P 500 posted 5 new highs and 1 new lows; the Nasdaq recorded 54 new highs and 213 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 9.9 billion shares traded, compared to an average of 10.9 billion shares over the previous 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Lower As Investors Digest Economic Data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Ends Lower As Investors Digest Economic Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-10 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. producer prices increase in November</p><p>* Consumer sentiment improves in December</p><p>* Lululemon tumbles after downbeat forecast</p><p>* Indexes close: S&amp;P 500 -0.73%, Nasdaq -0.70%, Dow -0.90%</p><p>Dec 9 (Reuters) - Wall Street ended lower on Friday as investors assessed economic data and awaited a potential 50-basis point interest rate hike by the U.S. Federal Reserve at its policy meeting next week, while apparel company Lululemon slumped following a disappointing profit forecast.</p><p>U.S. producer prices rose slightly more than expected in November amid a jump in the costs of services, but the trend is moderating, with annual inflation at the factory gate posting its smallest increase in 1-1/2 years, data showed.</p><p>&#34;Today&#39;s data shows that inflation is coming down, but it&#39;s lingering and is stickier than most assume,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.</p><p>However, in December, consumer sentiment improved, while inflation expectations eased to a 15-month low, a University of Michigan survey showed.</p><p>Futures trades suggest a 77% chance the Fed will raise interest rates by 50 basis points next week, with a 23% chance of a 75-basis point hike, with those odds little changed after Friday&#39;s economic data.</p><p>Consumer prices data for November, due Tuesday, will provide fresh clues on the central bank&#39;s monetary tightening plans.</p><p>Lululemon Athletica Inc tumbled almost 13% after the Canadian athletic apparel maker forecast lower-than-expected holiday-quarter revenue and profit.</p><p>Netflix Inc gained 3.1% after Wells Fargo upgraded the video streaming giant to &#34;overweight&#34; from &#34;equal weight&#34;.</p><p>The S&amp;P 500 declined 0.73% to end the session at 3,934.38 points.</p><p>The Nasdaq declined 0.70% to 11,004.62 points, while Dow Jones Industrial Average declined 0.90% to 33,476.46 points.</p><p>Of the 11 S&amp;P 500 sector indexes, 10 declined, led lower by energy, down 2.33%, followed by a 1.28% loss in health care   .</p><p>The energy index recorded a seventh straight session of losses, its longest losing streak since December 2018, as oil prices looked set for weekly losses on recession concerns.</p><p>Wall Street&#39;s main indexes have fallen this week after logging two straight weekly gains. Weighing heavily on investors are fears of a potential recession next year due to extended the central bank&#39;s rate hikes.</p><p>For the week, the S&amp;P 500 dropped 3.4%, the Dow lost 2.8% and the Nasdaq shed 4%.</p><p>U.S. stocks ended a recent run of losses on Thursday after data showed initial jobless claims rose modestly last week.</p><p>Broadcom Inc jumped 2.6% after the chipmaker forecast current-quarter revenue above Wall Street estimates.</p><p>Boeing Co climbed 0.3% after Reuters report the plane maker plans to announce a deal with United Airlines    for orders of 787 Dreamliner next week.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 3.3-to-one ratio.</p><p>The S&amp;P 500 posted 5 new highs and 1 new lows; the Nasdaq recorded 54 new highs and 213 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 9.9 billion shares traded, compared to an average of 10.9 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","LULU":"lululemon athletica","NFLX":"奈飞","AVGO":"博通","BA":"波音",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290253511","content_text":"* U.S. producer prices increase in November* Consumer sentiment improves in December* Lululemon tumbles after downbeat forecast* Indexes close: S&P 500 -0.73%, Nasdaq -0.70%, Dow -0.90%Dec 9 (Reuters) - Wall Street ended lower on Friday as investors assessed economic data and awaited a potential 50-basis point interest rate hike by the U.S. Federal Reserve at its policy meeting next week, while apparel company Lululemon slumped following a disappointing profit forecast.U.S. producer prices rose slightly more than expected in November amid a jump in the costs of services, but the trend is moderating, with annual inflation at the factory gate posting its smallest increase in 1-1/2 years, data showed.\"Today's data shows that inflation is coming down, but it's lingering and is stickier than most assume,\" said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.However, in December, consumer sentiment improved, while inflation expectations eased to a 15-month low, a University of Michigan survey showed.Futures trades suggest a 77% chance the Fed will raise interest rates by 50 basis points next week, with a 23% chance of a 75-basis point hike, with those odds little changed after Friday's economic data.Consumer prices data for November, due Tuesday, will provide fresh clues on the central bank's monetary tightening plans.Lululemon Athletica Inc tumbled almost 13% after the Canadian athletic apparel maker forecast lower-than-expected holiday-quarter revenue and profit.Netflix Inc gained 3.1% after Wells Fargo upgraded the video streaming giant to \"overweight\" from \"equal weight\".The S&P 500 declined 0.73% to end the session at 3,934.38 points.The Nasdaq declined 0.70% to 11,004.62 points, while Dow Jones Industrial Average declined 0.90% to 33,476.46 points.Of the 11 S&P 500 sector indexes, 10 declined, led lower by energy, down 2.33%, followed by a 1.28% loss in health care   .The energy index recorded a seventh straight session of losses, its longest losing streak since December 2018, as oil prices looked set for weekly losses on recession concerns.Wall Street's main indexes have fallen this week after logging two straight weekly gains. Weighing heavily on investors are fears of a potential recession next year due to extended the central bank's rate hikes.For the week, the S&P 500 dropped 3.4%, the Dow lost 2.8% and the Nasdaq shed 4%.U.S. stocks ended a recent run of losses on Thursday after data showed initial jobless claims rose modestly last week.Broadcom Inc jumped 2.6% after the chipmaker forecast current-quarter revenue above Wall Street estimates.Boeing Co climbed 0.3% after Reuters report the plane maker plans to announce a deal with United Airlines    for orders of 787 Dreamliner next week.Declining stocks outnumbered rising ones within the S&P 500 by a 3.3-to-one ratio.The S&P 500 posted 5 new highs and 1 new lows; the Nasdaq recorded 54 new highs and 213 new lows.Volume on U.S. exchanges was relatively light, with 9.9 billion shares traded, compared to an average of 10.9 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920993601,"gmtCreate":1670412584904,"gmtModify":1676538362694,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9920993601","repostId":"2289814769","repostType":4,"repost":{"id":"2289814769","pubTimestamp":1670427122,"share":"https://ttm.financial/m/news/2289814769?lang=&edition=fundamental","pubTime":"2022-12-07 23:32","market":"us","language":"en","title":"3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2289814769","media":"Motley Fool","summary":"Select Wall Street analysts believe these fast-growing companies could skyrocket next year.","content":"<html><head></head><body><p>This has been a historic year for all the wrong reasons. The bond market has delivered its worst year on record, the <b>S&amp;P 500</b> produced its worst first-half return in 52 years, and the nation&#39;s central bank is aggressively raising interest rates as the stock market plunges. There simply haven&#39;t been many safe havens for investors.</p><p>Yet in spite of these challenges, most Wall Street analysts maintain an optimistic tone. The reason being that recessions and bear markets tend to be short-lived. With the major U.S. indexes eventually erasing corrections, crashes, and bear markets over time, it generally pays to be an optimist.</p><p>However, some analysts are taking optimism to an extreme. Based on the highest price targets issued by Wall Street, the following three supercharged growth stocks offer upside ranging between 393% and 1,153% in 2023.</p><h2>Plug Power: Implied upside of 393%</h2><p>The first fast-paced company with serious upside is hydrogen fuel-cell solution provider <b>Plug Power</b>. According to analyst Amit Dayal of H.C. Wainwright, Plug Power can reach $78. For those of you keeping score at home, this would work out to a near-quintupling in the company&#39;s share price in 2023.</p><p>Dayal&#39;s optimism stems from a number of catalysts. First and foremost is the ongoing shift by most developed countries toward a renewable-energy-driven future. Plug expects to play a key role in supplying fuel cells for vehicles and industrial equipment (e.g., forklifts), as well as building the infrastructure needed to support fuel cell vehicle refueling.</p><p>Additionally, Dayal is excited about management&#39;s efforts to improve operating margin while continuing to rapidly growing sales. Earlier this year, Dayal cited the opening of the company&#39;s fuel cell gigafactory in New York (this occurred in mid-November) and the rollout of next-generation GenDrive units, which are less costly to service, as reasons the company&#39;s margin can improve.</p><p>But the biggest catalyst of all might just be Plug Power&#39;s ability to forge partnerships and joint ventures. It landed an equity investment from SK Group in early 2021 and is working with <b>Renault</b> via a joint venture to go after a significant portion of Europe&#39;s light commercial vehicle market. These partnerships should help lift Plug from just over $500 million in sales in 2021 to a company-forecast $3 billion in revenue by 2025.</p><p>However -- and this is the <i>big</i> &#34;however&#34; -- Plug Power isn&#39;t profitable, and the growing likelihood of a U.S. recession, coupled with high inflation in most developed countries, could coerce businesses and governments to postpone their green-energy transition/spending to a later date.</p><p>With Plug Power already valued at north of $9 billion, a lot of its future sales growth appears to be baked in. Until the company can plant its proverbial feet in the ground and deliver on the bottom line, a $78 price target will be hard to justify.</p><h2>Bionano Genomics: Implied upside of 474%</h2><p>A second supercharged growth stock with monumental upside, at least according to one Wall Street analyst, is small-cap genome analysis company <b>Bionano Genomics</b>. If <b>Oppenheimer</b> analyst Francois Brisebois is correct, Bionano shares will hit $12 in 2023, which would represent an upside of a cool 474%.</p><p>Although Brisebois is the current analyst covering Bionano for Oppenheimer, it was his predecessor, Kevin DeGeeter, who primarily laid out the case for Bionano Genomics running to $12. In DeGeeter&#39;s view, Bionano&#39;s optical genome mapping (OGM) system, known as Saphyr, has demonstrated that it&#39;s faster, less expensive, and in many ways more effective at identifying structural genome variations than other OGM systems.</p><p>One thing investors don&#39;t have to worry about with Bionano Genomics is a lack of data demonstrating Saphyr&#39;s efficacy. Over the past two years, the company has released numerous studies and data points extolling Saphyr&#39;s ability to recognize structural variations in everything from various types of cancer to genetic disorders and recurrent pregnancy loss. In theory, Saphyr can play a key role in helping researchers and drug developers fight hard-to-treat diseases.</p><p>Another positive for Bionano Genomics is its healthy cash position. After its share price went parabolic to begin 2021, management wisely chose to issue stock to raise plenty of capital. The company ended September with approximately $180 million in cash, cash equivalents, and available-for-sale securities.  That&#39;s more than enough to offset quarterly losses as the company continues to innovate and look for ways to expand Saphyr&#39;s utility.</p><p>So, why is Bionano Genomics at $2.09 per share and not $12? The answer to that question largely has to do with Saphyr not being an approved diagnostic system by the U.S. Food and Drug Administration (FDA). Without this approval, Saphyr&#39;s utility is limited within the United States. It&#39;s not exactly clear if and when Saphyr might get the green light from the FDA, either.</p><p>Although Bionano&#39;s cash does provide a somewhat safe floor, the ceiling proposed by Brisebois and DeGeeter doesn&#39;t seem achievable without FDA support.</p><h2>Novavax: Implied upside of 1,153%</h2><p>The third supercharged growth stock with truly jaw-dropping upside potential, based on the price target of one analyst, is biotech stock <b>Novavax</b>. According to H.C. Wainwright analyst Vernon Bernardino, who last updated his firm&#39;s price target in March 2022, Novavax is poised to hit (drum roll) $207 per share. That represents a whopping 1,153% upside from where shares ended this past week.</p><p>Bernardino&#39;s price target, which sits as the high-water mark among covering analysts, was based on the idea that Novavax would receive authorization to sell its protein-based COVID-19 vaccine, NVX-CoV2373, worldwide. Whereas the <b>Moderna</b> and <b>Pfizer</b>/<b>BioNTech</b> vaccines rely on messenger-RNA (mRNA) technology, the Novavax vaccine is differentiated in that it relies on an older and more traditional application of introducing harmless pieces of spike protein to teach a person&#39;s immune system how to fight and/or prevent infection. The thinking here is that folks who were leery of getting an mRNA vaccine might be more willing to receive an initial series or booster shots from Novavax&#39;s protein-based COVID-19 vaccine.</p><p>Something else that&#39;s working in Novavax&#39;s favor is the efficacy of NVX-CoV2373. Only three COVID-19 vaccines have reached the highly coveted 90% vaccine efficacy (VE) level. Those being Moderna (94.1%), Pfizer/BioNTech (95%), and Novavax (90.4%) with its U.S./Mexico trial in 2021. Even though VE is just one measure of efficacy, it&#39;s a strong enough headline number to keep Novavax in the global rotation as a major initial series and booster vaccine player.</p><p>Similar to Bionano, Novavax is swimming with cash. The company ended the third quarter with $1.28 billion in cash and cash equivalents, which is more than enough to cover the future repayment of its convertible notes and fuel ongoing research.  In particular, Novavax could be one of the first drug developers to bring a combination vaccine targeting COVID-19 and influenza to market.</p><p>But even being a shareholder, I don&#39;t in any way foresee $207 as a viable price target for Novavax in 2023. With the company enduring numerous emergency-use filing delays and production snafus, it missed out on most of the low-hanging fruit in developed markets in 2022. Moving forward, it&#39;ll primarily be focusing its attention on recurring booster shots in developed countries and initial series vaccinations in emerging markets.</p><p>While I believe Novavax is an amazing value at its current share price, it could take a couple of quarters before Wall Street realizes that as well. If sales growth continues, losses shrink, and the company advances its combination vaccines, it could certainly end 2023 on a much higher note than it&#39;ll finish 2022.</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 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, 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\">\n3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/06/3-growth-stocks-with-393-to-1153-upside-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This has been a historic year for all the wrong reasons. The bond market has delivered its worst year on record, the S&P 500 produced its worst first-half return in 52 years, and the nation's central ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/06/3-growth-stocks-with-393-to-1153-upside-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源","NVAX":"诺瓦瓦克斯医药","BNGO":"Bionano Genomics"},"source_url":"https://www.fool.com/investing/2022/12/06/3-growth-stocks-with-393-to-1153-upside-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289814769","content_text":"This has been a historic year for all the wrong reasons. The bond market has delivered its worst year on record, the S&P 500 produced its worst first-half return in 52 years, and the nation's central bank is aggressively raising interest rates as the stock market plunges. There simply haven't been many safe havens for investors.Yet in spite of these challenges, most Wall Street analysts maintain an optimistic tone. The reason being that recessions and bear markets tend to be short-lived. With the major U.S. indexes eventually erasing corrections, crashes, and bear markets over time, it generally pays to be an optimist.However, some analysts are taking optimism to an extreme. Based on the highest price targets issued by Wall Street, the following three supercharged growth stocks offer upside ranging between 393% and 1,153% in 2023.Plug Power: Implied upside of 393%The first fast-paced company with serious upside is hydrogen fuel-cell solution provider Plug Power. According to analyst Amit Dayal of H.C. Wainwright, Plug Power can reach $78. For those of you keeping score at home, this would work out to a near-quintupling in the company's share price in 2023.Dayal's optimism stems from a number of catalysts. First and foremost is the ongoing shift by most developed countries toward a renewable-energy-driven future. Plug expects to play a key role in supplying fuel cells for vehicles and industrial equipment (e.g., forklifts), as well as building the infrastructure needed to support fuel cell vehicle refueling.Additionally, Dayal is excited about management's efforts to improve operating margin while continuing to rapidly growing sales. Earlier this year, Dayal cited the opening of the company's fuel cell gigafactory in New York (this occurred in mid-November) and the rollout of next-generation GenDrive units, which are less costly to service, as reasons the company's margin can improve.But the biggest catalyst of all might just be Plug Power's ability to forge partnerships and joint ventures. It landed an equity investment from SK Group in early 2021 and is working with Renault via a joint venture to go after a significant portion of Europe's light commercial vehicle market. These partnerships should help lift Plug from just over $500 million in sales in 2021 to a company-forecast $3 billion in revenue by 2025.However -- and this is the big \"however\" -- Plug Power isn't profitable, and the growing likelihood of a U.S. recession, coupled with high inflation in most developed countries, could coerce businesses and governments to postpone their green-energy transition/spending to a later date.With Plug Power already valued at north of $9 billion, a lot of its future sales growth appears to be baked in. Until the company can plant its proverbial feet in the ground and deliver on the bottom line, a $78 price target will be hard to justify.Bionano Genomics: Implied upside of 474%A second supercharged growth stock with monumental upside, at least according to one Wall Street analyst, is small-cap genome analysis company Bionano Genomics. If Oppenheimer analyst Francois Brisebois is correct, Bionano shares will hit $12 in 2023, which would represent an upside of a cool 474%.Although Brisebois is the current analyst covering Bionano for Oppenheimer, it was his predecessor, Kevin DeGeeter, who primarily laid out the case for Bionano Genomics running to $12. In DeGeeter's view, Bionano's optical genome mapping (OGM) system, known as Saphyr, has demonstrated that it's faster, less expensive, and in many ways more effective at identifying structural genome variations than other OGM systems.One thing investors don't have to worry about with Bionano Genomics is a lack of data demonstrating Saphyr's efficacy. Over the past two years, the company has released numerous studies and data points extolling Saphyr's ability to recognize structural variations in everything from various types of cancer to genetic disorders and recurrent pregnancy loss. In theory, Saphyr can play a key role in helping researchers and drug developers fight hard-to-treat diseases.Another positive for Bionano Genomics is its healthy cash position. After its share price went parabolic to begin 2021, management wisely chose to issue stock to raise plenty of capital. The company ended September with approximately $180 million in cash, cash equivalents, and available-for-sale securities.  That's more than enough to offset quarterly losses as the company continues to innovate and look for ways to expand Saphyr's utility.So, why is Bionano Genomics at $2.09 per share and not $12? The answer to that question largely has to do with Saphyr not being an approved diagnostic system by the U.S. Food and Drug Administration (FDA). Without this approval, Saphyr's utility is limited within the United States. It's not exactly clear if and when Saphyr might get the green light from the FDA, either.Although Bionano's cash does provide a somewhat safe floor, the ceiling proposed by Brisebois and DeGeeter doesn't seem achievable without FDA support.Novavax: Implied upside of 1,153%The third supercharged growth stock with truly jaw-dropping upside potential, based on the price target of one analyst, is biotech stock Novavax. According to H.C. Wainwright analyst Vernon Bernardino, who last updated his firm's price target in March 2022, Novavax is poised to hit (drum roll) $207 per share. That represents a whopping 1,153% upside from where shares ended this past week.Bernardino's price target, which sits as the high-water mark among covering analysts, was based on the idea that Novavax would receive authorization to sell its protein-based COVID-19 vaccine, NVX-CoV2373, worldwide. Whereas the Moderna and Pfizer/BioNTech vaccines rely on messenger-RNA (mRNA) technology, the Novavax vaccine is differentiated in that it relies on an older and more traditional application of introducing harmless pieces of spike protein to teach a person's immune system how to fight and/or prevent infection. The thinking here is that folks who were leery of getting an mRNA vaccine might be more willing to receive an initial series or booster shots from Novavax's protein-based COVID-19 vaccine.Something else that's working in Novavax's favor is the efficacy of NVX-CoV2373. Only three COVID-19 vaccines have reached the highly coveted 90% vaccine efficacy (VE) level. Those being Moderna (94.1%), Pfizer/BioNTech (95%), and Novavax (90.4%) with its U.S./Mexico trial in 2021. Even though VE is just one measure of efficacy, it's a strong enough headline number to keep Novavax in the global rotation as a major initial series and booster vaccine player.Similar to Bionano, Novavax is swimming with cash. The company ended the third quarter with $1.28 billion in cash and cash equivalents, which is more than enough to cover the future repayment of its convertible notes and fuel ongoing research.  In particular, Novavax could be one of the first drug developers to bring a combination vaccine targeting COVID-19 and influenza to market.But even being a shareholder, I don't in any way foresee $207 as a viable price target for Novavax in 2023. With the company enduring numerous emergency-use filing delays and production snafus, it missed out on most of the low-hanging fruit in developed markets in 2022. Moving forward, it'll primarily be focusing its attention on recurring booster shots in developed countries and initial series vaccinations in emerging markets.While I believe Novavax is an amazing value at its current share price, it could take a couple of quarters before Wall Street realizes that as well. If sales growth continues, losses shrink, and the company advances its combination vaccines, it could certainly end 2023 on a much higher note than it'll finish 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910569974,"gmtCreate":1663643753299,"gmtModify":1676537307805,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9910569974","repostId":"1184809965","repostType":4,"repost":{"id":"1184809965","pubTimestamp":1663653149,"share":"https://ttm.financial/m/news/1184809965?lang=&edition=fundamental","pubTime":"2022-09-20 13:52","market":"us","language":"en","title":"87% of Warren Buffett's Secret Portfolio Is Invested in These 5 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1184809965","media":"Motley Fool","summary":"KEY POINTSSince becoming CEO in 1965, Warren Buffett has led his company's Class A shares to a great","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Since becoming CEO in 1965, Warren Buffett has led his company&#39;s Class A shares to a greater-than-3,600,000% return.</li><li>Due to an acquisition 24 years ago, Buffett&#39;s company owns a specialty investment firm that oversees $5.9 billion in assets under management.</li><li>This &#34;secret portfolio&#34; has invested most of its money in five familiar stocks.</li></ul><p>The Oracle of Omaha&#39;s $5.9 billion &#34;hidden&#34; portfolio is heavily concentrated in just a handful of stocks.</p><p>Few investors have been as successful as <b>Berkshire Hathaway</b> CEO Warren Buffett. Over the past 57 years, the Oracle of Omaha, as Buffett is now known, has delivered an average annual return of 20.1%for his company&#39;s Class A shares (BRK.A). In aggregate, we&#39;re talking about a gain of better than 3,600,000%, which compares to a 30,209% increase, including dividends paid, for the <b>S&amp;P 500</b> over the same period.</p><p>Because of Warren Buffett&#39;s incredible track record, it&#39;s not uncommon for investors to ride his coattails. Thankfully, because Berkshire Hathaway is required to file Form 13F with the Securities and Exchange Commission every quarter, this is pretty easy to do. A 13F is effectively a portfolio snapshot that allows investors to see what the brightest minds on Wall Street were buying, selling, and holding in the most recent quarter.</p><p>However, Berkshire Hathaway&#39;s 13Fdoesn&#39;t tell the full story. Due to an acquisition in 1998 of reinsurance company General Re, Buffett&#39;s company owns a specialty investment firm known as New England Asset Management (NEAM). Although Buffett isn&#39;t involved in NEAM&#39;s investment portfolio, the securities NEAM buys are, ultimately, owned by Buffett&#39;s company.</p><p>When the June-ended quarter came to a close, 87% of Warren Buffett&#39;s more-than-$5.9 billion &#34;secret portfolio&#34; was invested in just five stocks.</p><p><b>Apple: 47.24% of invested assets</b></p><p>Perhaps it&#39;s no surprise that New England Asset Management&#39;s largest holding by invested assets happens to be the stock that&#39;s Berkshire Hathaway&#39;s largest holding by a long shot: tech leader <b>Apple</b>. Apple accounted for roughly $2.8 billion of NEAM&#39;s $5.92 billion in assets under management, as of June 30, 2022.</p><p>What&#39;s made Apple such an incredible investment for so long? Both its innovation and its capital return program.</p><p>Innovation has helped Apple become the most-valuable brand in the world, according to a report by Kantar BrandZ. The continuing evolution of Apple&#39;s iPhone has fueled a loyal customer base and driven sales and profits to record heights.</p><p>However, Apple&#39;s future isall about promoting subscription services. CEO Tim Cook is presiding over this multiyear transition that will see Apple become more of a platform company. Doing so should boost its operating margins over time, and reduce the sales lumpiness often associated with product replacement cycles.</p><p>As for capital returns, Apple has one of the largest nominal dividend payouts on the planet, and has repurchased approximately $520 billion worth of its own common stock since the beginning of 2013. In other words, there&#39;s a very good reason Apple is the largest publicly traded company by market cap in the U.S.</p><p><b>U.S. Bancorp: 13.76% of invested assets</b></p><p>Warren Buffett is a big fan of bank stocks, and apparently so is the investment team that&#39;s overseeing Warren Buffett&#39;s secret portfolio. Regional bank<b>U.S. Bancorp</b>, the parent of the more-familiar U.S. Bank, accounted for close to 13.8% of invested assets at the end of June and has been a continuous holding in NEAM&#39;s portfolio for more than two decades.</p><p>The foundation for U.S. Bancorp&#39;s rock-solid operating performance is financial discipline. While most of its peers were making riskier derivative investments prior to the Great Recession, U.S. Bancorp has predominantly stuck to what I call the &#34;bread and butter&#34; of banking: growing its loans and deposits. This may not generate jaw-dropping sales and profit growth, but it does ensure some of the highest return on assets among large banks.</p><p>Additionally, U.S. Bancorp has done a phenomenal job of encouraging its customers to bank online or via mobile app. As of May 31, 82% of its active customers were banking digitally, with 64% of total loan sales being completed online or via mobile app. The latter is up from just 45% at the beginning of 2020.</p><p>Digital transactions are substantially cheaper for banks than in-person or phone-based interactions. As a result, U.S. Bancorp has been able to lower its noninterest expenses by consolidating some of its physical branches.</p><p><b>Bank of America: 11.96% of invested assets</b></p><p>Yet another huge Berkshire Hathaway holding that also makes up a sizable percentage of Warren Buffett&#39;s secret portfolio is <b>Bank of America</b>. Whereas NEAM holds close to 22.8 million shares of BofA, Berkshire Hathaway has north of 1 billion in its portfolio.</p><p>What makes a money-center giant like Bank of America such an attractive investment is simply time. Even though recessions are an inevitable part of the economic cycle, periods of expansion last considerably longer. Being patient and allowing the U.S. economy to grow over time is what allows a company like BofA to increase its loan portfolio and net interest income.</p><p>Another reason Bank of America looks like a stellar investment is its interest-rate sensitivity. With the Federal Reserve having no choice but to aggressively raise interest rates to rein in historically high inflation, Bank of America is set to generate billions of dollars in added net interest income on its outstanding variable-rate loans without having to lift a finger.</p><p>And don&#39;t overlook the capital return potential of bank stocks, either. When the U.S. economy is humming along, it&#39;s not uncommon for a giant like BofA to return in excess of $25 billion, annually, to shareholders via share buybacks and dividends.</p><p><b>HP: 9.12% of invested assets</b></p><p>Warren Buffett&#39;s secret portfolio loves a good value stock. That&#39;s exactly what NEAM is getting with personal-computing and printing solutions company <b>HP</b>, at a valuation of less than 7 times Wall Street&#39;s forward-year forecast earnings.</p><p>The answer to &#34;Why HP?&#34; can be boiled down to three catalysts. First, PC and printing solution sales tend to be highly predictable, even during periods of economic weakness. This is a mature industry that produces plenty of cash flow -- and Wall Street does love companies that are predictable.</p><p>Secondly, New England Asset Management&#39;s investment team is probably just as enamored as Warren Buffett has been with HP&#39;s capital return program. The company increased its base annual payout by 29% in 2021, and has been aggressively repurchasing its common stock. For companies with steady or rising net income, a shrinking outstanding share count can boost earnings per share and make a stock appear more fundamentally attractive to investors.</p><p>Thirdly, at less than 7 times forecast earnings for the upcoming year, HP&#39;s shares probably have a safe floor built in. Even if the company has few near-term upside catalysts, there&#39;s probably not a lot of additional downside, either.</p><p><b>Chevron: 5.26% of invested assets</b></p><p>Rounding out the top five holdings in Warren Buffett&#39;s secret portfolio is oil stock <b>Chevron</b>. During the second quarter, HP and Chevron wereNew England Asset Management&#39;s two biggest buys.</p><p>One of the reasons Chevron is such a successful energy stock is its integrated structure. Though it generates its juiciest operating margins from its upstream drilling operations, Chevron also owns midstream (transmission pipelines) and downstream (chemical plants and refineries) assets. Midstream assets typically rely on fixed-fee or volume-based contracts that produce very predictable cash flow. Meanwhile, chemical plants and refineries benefit from lower input costs when the price of crude oil falls. In other words, Chevron is well hedged no matter what happens to the prices of oil and natural gas.</p><p>However, the next couple of years bode well for oil stocks. Due to the COVID-19 pandemic, global energy majors have purposely pared back their capital investments. That and Russia&#39;s invasion of Ukraine make it clear that increasing global oil production is going to be a lengthy and arduous process. That&#39;s good news for drilling companies that are counting on a sustainably higher price for crude oil.</p><p>To keep with the theme of this list, &#34;big oil&#34; companies like Chevron are also well-known for their bountiful capital return programs. In the wake of historically high oil and natural gas prices, Chevron has pledged to repurchase up to $10 billion worth of its common stock this year, and it pays out one of the largest nominal dividends. Having what&#39;s arguably the best balance sheet among integrated oil companies affords Chevron the freedom to reward its 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>87% of Warren Buffett's Secret Portfolio Is Invested in These 5 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\">\n87% of Warren Buffett's Secret Portfolio Is Invested in These 5 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 13:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/19/87-warren-buffett-secret-portfolio-is-in-5-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSSince becoming CEO in 1965, Warren Buffett has led his company's Class A shares to a greater-than-3,600,000% return.Due to an acquisition 24 years ago, Buffett's company owns a specialty ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/19/87-warren-buffett-secret-portfolio-is-in-5-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","BAC":"美国银行","HPQ":"惠普","AAPL":"苹果","CVX":"雪佛龙"},"source_url":"https://www.fool.com/investing/2022/09/19/87-warren-buffett-secret-portfolio-is-in-5-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184809965","content_text":"KEY POINTSSince becoming CEO in 1965, Warren Buffett has led his company's Class A shares to a greater-than-3,600,000% return.Due to an acquisition 24 years ago, Buffett's company owns a specialty investment firm that oversees $5.9 billion in assets under management.This \"secret portfolio\" has invested most of its money in five familiar stocks.The Oracle of Omaha's $5.9 billion \"hidden\" portfolio is heavily concentrated in just a handful of stocks.Few investors have been as successful as Berkshire Hathaway CEO Warren Buffett. Over the past 57 years, the Oracle of Omaha, as Buffett is now known, has delivered an average annual return of 20.1%for his company's Class A shares (BRK.A). In aggregate, we're talking about a gain of better than 3,600,000%, which compares to a 30,209% increase, including dividends paid, for the S&P 500 over the same period.Because of Warren Buffett's incredible track record, it's not uncommon for investors to ride his coattails. Thankfully, because Berkshire Hathaway is required to file Form 13F with the Securities and Exchange Commission every quarter, this is pretty easy to do. A 13F is effectively a portfolio snapshot that allows investors to see what the brightest minds on Wall Street were buying, selling, and holding in the most recent quarter.However, Berkshire Hathaway's 13Fdoesn't tell the full story. Due to an acquisition in 1998 of reinsurance company General Re, Buffett's company owns a specialty investment firm known as New England Asset Management (NEAM). Although Buffett isn't involved in NEAM's investment portfolio, the securities NEAM buys are, ultimately, owned by Buffett's company.When the June-ended quarter came to a close, 87% of Warren Buffett's more-than-$5.9 billion \"secret portfolio\" was invested in just five stocks.Apple: 47.24% of invested assetsPerhaps it's no surprise that New England Asset Management's largest holding by invested assets happens to be the stock that's Berkshire Hathaway's largest holding by a long shot: tech leader Apple. Apple accounted for roughly $2.8 billion of NEAM's $5.92 billion in assets under management, as of June 30, 2022.What's made Apple such an incredible investment for so long? Both its innovation and its capital return program.Innovation has helped Apple become the most-valuable brand in the world, according to a report by Kantar BrandZ. The continuing evolution of Apple's iPhone has fueled a loyal customer base and driven sales and profits to record heights.However, Apple's future isall about promoting subscription services. CEO Tim Cook is presiding over this multiyear transition that will see Apple become more of a platform company. Doing so should boost its operating margins over time, and reduce the sales lumpiness often associated with product replacement cycles.As for capital returns, Apple has one of the largest nominal dividend payouts on the planet, and has repurchased approximately $520 billion worth of its own common stock since the beginning of 2013. In other words, there's a very good reason Apple is the largest publicly traded company by market cap in the U.S.U.S. Bancorp: 13.76% of invested assetsWarren Buffett is a big fan of bank stocks, and apparently so is the investment team that's overseeing Warren Buffett's secret portfolio. Regional bankU.S. Bancorp, the parent of the more-familiar U.S. Bank, accounted for close to 13.8% of invested assets at the end of June and has been a continuous holding in NEAM's portfolio for more than two decades.The foundation for U.S. Bancorp's rock-solid operating performance is financial discipline. While most of its peers were making riskier derivative investments prior to the Great Recession, U.S. Bancorp has predominantly stuck to what I call the \"bread and butter\" of banking: growing its loans and deposits. This may not generate jaw-dropping sales and profit growth, but it does ensure some of the highest return on assets among large banks.Additionally, U.S. Bancorp has done a phenomenal job of encouraging its customers to bank online or via mobile app. As of May 31, 82% of its active customers were banking digitally, with 64% of total loan sales being completed online or via mobile app. The latter is up from just 45% at the beginning of 2020.Digital transactions are substantially cheaper for banks than in-person or phone-based interactions. As a result, U.S. Bancorp has been able to lower its noninterest expenses by consolidating some of its physical branches.Bank of America: 11.96% of invested assetsYet another huge Berkshire Hathaway holding that also makes up a sizable percentage of Warren Buffett's secret portfolio is Bank of America. Whereas NEAM holds close to 22.8 million shares of BofA, Berkshire Hathaway has north of 1 billion in its portfolio.What makes a money-center giant like Bank of America such an attractive investment is simply time. Even though recessions are an inevitable part of the economic cycle, periods of expansion last considerably longer. Being patient and allowing the U.S. economy to grow over time is what allows a company like BofA to increase its loan portfolio and net interest income.Another reason Bank of America looks like a stellar investment is its interest-rate sensitivity. With the Federal Reserve having no choice but to aggressively raise interest rates to rein in historically high inflation, Bank of America is set to generate billions of dollars in added net interest income on its outstanding variable-rate loans without having to lift a finger.And don't overlook the capital return potential of bank stocks, either. When the U.S. economy is humming along, it's not uncommon for a giant like BofA to return in excess of $25 billion, annually, to shareholders via share buybacks and dividends.HP: 9.12% of invested assetsWarren Buffett's secret portfolio loves a good value stock. That's exactly what NEAM is getting with personal-computing and printing solutions company HP, at a valuation of less than 7 times Wall Street's forward-year forecast earnings.The answer to \"Why HP?\" can be boiled down to three catalysts. First, PC and printing solution sales tend to be highly predictable, even during periods of economic weakness. This is a mature industry that produces plenty of cash flow -- and Wall Street does love companies that are predictable.Secondly, New England Asset Management's investment team is probably just as enamored as Warren Buffett has been with HP's capital return program. The company increased its base annual payout by 29% in 2021, and has been aggressively repurchasing its common stock. For companies with steady or rising net income, a shrinking outstanding share count can boost earnings per share and make a stock appear more fundamentally attractive to investors.Thirdly, at less than 7 times forecast earnings for the upcoming year, HP's shares probably have a safe floor built in. Even if the company has few near-term upside catalysts, there's probably not a lot of additional downside, either.Chevron: 5.26% of invested assetsRounding out the top five holdings in Warren Buffett's secret portfolio is oil stock Chevron. During the second quarter, HP and Chevron wereNew England Asset Management's two biggest buys.One of the reasons Chevron is such a successful energy stock is its integrated structure. Though it generates its juiciest operating margins from its upstream drilling operations, Chevron also owns midstream (transmission pipelines) and downstream (chemical plants and refineries) assets. Midstream assets typically rely on fixed-fee or volume-based contracts that produce very predictable cash flow. Meanwhile, chemical plants and refineries benefit from lower input costs when the price of crude oil falls. In other words, Chevron is well hedged no matter what happens to the prices of oil and natural gas.However, the next couple of years bode well for oil stocks. Due to the COVID-19 pandemic, global energy majors have purposely pared back their capital investments. That and Russia's invasion of Ukraine make it clear that increasing global oil production is going to be a lengthy and arduous process. That's good news for drilling companies that are counting on a sustainably higher price for crude oil.To keep with the theme of this list, \"big oil\" companies like Chevron are also well-known for their bountiful capital return programs. In the wake of historically high oil and natural gas prices, Chevron has pledged to repurchase up to $10 billion worth of its common stock this year, and it pays out one of the largest nominal dividends. Having what's arguably the best balance sheet among integrated oil companies affords Chevron the freedom to reward its long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905856836,"gmtCreate":1659856068427,"gmtModify":1703767148269,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905856836","repostId":"1193631683","repostType":4,"repost":{"id":"1193631683","pubTimestamp":1659844890,"share":"https://ttm.financial/m/news/1193631683?lang=&edition=fundamental","pubTime":"2022-08-07 12:01","market":"other","language":"en","title":"SOXX Vs. QQQ: Time To Consider Heavier Bets On Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1193631683","media":"Seeking Alpha","summary":"SummaryMany investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to ga","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Many investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to gain exposure to the tech sector.</li><li>However, many investors are unaware that QQQ is not a pure-tech play, probably not even a primary tech play.</li><li>Stocks in information tech represents less than 50% of its asset, a minor majority.</li><li>This article, therefore, compares QQQ to other pure-tech ETFs such as the iShares Semiconductor ETF so investors have a broader range of options.</li><li>There are good reasons to consider betting heavier on tech now, given their valuation correction and quieter volatility.</li></ul><p><b>Thesis</b></p><p>Recent price corrections have brought tech valuations to a more reasonable range. The iShares Semiconductor ETF (NASDAQ:SOXX) has historically been traded at a premium relative to the overall market. For example, back in March 2022, SOXX was trading at a P/E of about 31.5x and SPDR S&amp;P 500 Trust ETF (SPY) at about 26.5x according to Yahoo Finance data. However, recent corrections have brought SOXX P/E to the current level of 15.45x, about a 17% discount from the S&amp;P 500’s 18.4x.</p><p>And you will see next that the discount from the NASDAQ 100 index, represented by the Invesco QQQ ETF (NASDAQ:QQQ), is even larger. To wit, SOXX suffered a total loss of 18.6% YTD and QQQ about 22% as you can see from the following chart. Combined with earnings changes, the valuation of SOXX now stands at 15.45x and QQQ at 22.01x, a discount of almost 30%.</p><p>Besides the valuation compression, the volatility has also become much quieter recently, adding another reason for considering a heavier bet on the tech sector. As you can see from the second chart below, the volatility index has subdued substantially YTD, decreasing from the 30+ level routinely seen at the earlier part of the year to the current level of 22.4x. To provide broader context, a volatility of 30 is at the top 93% percentile of historical volatility. While 22 is at about 71% percentile. The major reason for the quieter volatility is Fed’s recent rate movements and comments, which are consistent with market expectations and also provide clarity for the near term. And as detailed in our earlier article, when volatility is high, it’s a good idea to hunker down and vice versa.</p><p>Against this backdrop, we will look at the pros and cons of SOXX and QQQ more closely next.</p><p><img src=\"https://static.tigerbbs.com/3f72c63da0a7d8eedbc184b0660f4407\" tg-width=\"640\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><img src=\"https://static.tigerbbs.com/4b248f56895c6032b2da0df332ea2136\" tg-width=\"640\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p><b>SOXX vs QQQ: basic information</b></p><p>QQQ needs little introduction. It is one of the most popular funds tracking the Nasdaq-100 Index. However, as aforementioned, many investors are unaware that QQQ is not a pure-tech play because the NASDAQ 100 index tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. I will table this for now and come back to this point later.</p><p>SOXX, in contrast, is a pure tech play completely concentrated in the semiconductor sector. As detailed in the fund description:</p><blockquote>The iShares Semiconductor ETF seeks to track the investment results of an index composed of U.S.-listed equities in the semiconductor sector. It provides exposure to U.S. companies that design, manufacture, and distribute semiconductors and targeted access to domestic semiconductor stocks. It is used to express a sector view.</blockquote><p><img src=\"https://static.tigerbbs.com/e966fca4e88cd458f9c755dfd52b8913\" tg-width=\"640\" tg-height=\"408\" referrerpolicy=\"no-referrer\"/></p><p>Source: ETF.com</p><p><b>SOXX vs QQQ: Past performance and risks</b></p><p>Both the SOXX and QQQ funds have delivered handsome returns in the past as you can see from the chart below. SOXX has delivered an annual return of 10.12% since its inception in 2022, and QQQ has delivered a slightly higher CAGR of 11.5%. Both outperformed the S&amp;P 500 by a good margin of about 2% to 3%.</p><p>When compounded over the past decade, such an alpha has accumulated into a sizable difference in total return. With dividends reinvested, SOXX has delivered a total return of 720% and QQQ more than 930%, far higher than the S&amp;P 500’s 525%.</p><p>Although the downside is their price volatilities. We’ve already seen a glimpse of their price volatility in the short term in the previous section already in the past year. As you can see in the long term, both SOXX and QQQ have suffered much larger volatility than the S&amp;P 500 too. And SOXX in particular has suffered by far the largest volatility. In terms of standard deviation, it&#39;s 27% is almost double that of the SP 500 (14%) and has also been higher than QQQ by about a whole 8%. In terms of worst-year performance, SOXX suffered a 51% loss (which will take more than a 100% rally to breakeven), which was 10% more than QQQ and 14% more than SP 500. And finally, in terms of maximum drawdown, SOXX’s 62% maximum drawdown (which takes a 163% rally to break even) is truly nerve-wracking. In contrast, both QQQ and SP 500 were in the 50% range.</p><p>And next, we will see that the root cause of the volatilities is in their fundamental indexing methods.</p><p><img src=\"https://static.tigerbbs.com/e3142137b9f8dc11b7c904ca806134bb\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer</p><p><b>SOXX vs QQQ: More concentrated bet on Tech</b></p><p>As aforementioned, QQQ tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. As you can see from the chart below, information technology represents 49.8% of QQQ’s total assets, followed by communication services at 17.7%, and consumer discretionary at 14.9%. Admittedly, some of the companies in communication services and consumer discretionary are also tech companies. Nonetheless, information technology only represents a minor majority of the farm. Note that QQQ also holds a good portion of consumer staples, healthcare, industrials, and utilities.</p><p><img src=\"https://static.tigerbbs.com/3925a655d51f43f4e802067912a50996\" tg-width=\"640\" tg-height=\"409\" referrerpolicy=\"no-referrer\"/></p><p>SOXX and QQ fund fact sheets</p><p>SOXX, in contrast, is a pure tech play. The fund is completely invested in the tech sector, especially the semiconductor sector. As you can see, it invests more than 79.1% of its total assets in semiconductor stocks and more than 20.6% in semiconductor equipment. Furthermore, its holdings are also more concentrated. SOXX holds a total of 32 stocks and QQQ about 100.</p><p>You can also see the concentration and composition more vividly by looking at their top ten holdings. One of their top 10 holdings overlaps: Nvidia (NVDA). But NVDA represents an 8.3% allocation in SOXX, in contrast to only 3.28% in QQQ. Also note that QQQ’s top holdings include stables like Costco (COST) and PepsiCo (PEP), while all SOXX holdings are semiconductor stocks.</p><p>To me, this is key for SOXX’s long-term performance. It places concentrated bet one of the most innovative sectors: information technologies. For this reason and the current valuation, I see favorable odds for SOXX to keep outperforming S&amp;P 500 in the long term. I also see good odds for it to outperform QQQ too, as to be detailed next.</p><p>But again, before we turn the page, investors need to be aware of the volatility risks and to pick the right fund for their timeframe and risk tolerance.</p><p><img src=\"https://static.tigerbbs.com/3996f0a253361b226144eebb3f7ed5d8\" tg-width=\"640\" tg-height=\"503\" referrerpolicy=\"no-referrer\"/></p><p>Source: ETF.com</p><p><b>SOXX vs QQQ: valuation comparison</b></p><p>As aforementioned, SOXX has historically been traded at a premium relative to both S&amp;P 500 and QQQ because of its growth potential. However, recent price corrections have brought its valuation to a discount. SOXX’s current P/E of 15.45x is ~17% discounted from the S&amp;P 500. And as the next table shows, the discount from QQQ is even larger.</p><p>The price-to-earnings ratio of SOXX is 15.4x only, below QQQ’s 22.0x by about a whopping 30%. Other metrics paint the same picture. The price-to-cash flow ratio of SOXX is 19.5x, below QQQ’s 22.8x by about 15%. And price-to-book value ratio of SOXX is 7.13x, below QQQ’s 8.93x by about 20%, despite SOXX’s higher ROE of 46% vs 40% of QQQ. Finally, do not be alarmed by SOXX’s higher price-to-sales ratio. Its price-to-sales ratio of 6.23x is higher than QQQ by about 35%, but its net margin is higher by 90%.</p><p><img src=\"https://static.tigerbbs.com/5b2dc581df59faffb1ea586d8ea07356\" tg-width=\"640\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p><b>Final thoughts and risks</b></p><p>There are good reasons to start considering the tech sector now. QQQ has never been a bad choice with its low fee, broad market representation, and excellent liquidity. However, more aggressive investors with a long timeframe might want to consider SOXX also given the valuation correction and the quieter volatility ahead. SOXX has historically enjoyed a valuation premium over the overall market. But its current is ~17% discounted from the S&amp;P 500 and about 30% from the QQQ.</p><p>Finally, risks. If you recall from an earlier chart, SOXX charges an expense ratio of 0.4%, and QQQ charges a lower expense ratio of 0.2% only. The extra fee will always create a drag on SOXX (0.2% per year). Also note that SOXX also has a much higher turnover ratio than QQQ (32% vs 8.9%), which might have tax implications for some accounts.</p><p><img src=\"https://static.tigerbbs.com/e1e89f6bda5e5bfc9689db56ec0569a2\" tg-width=\"640\" tg-height=\"194\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</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>SOXX Vs. QQQ: Time To Consider Heavier Bets On Tech</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\">\nSOXX Vs. QQQ: Time To Consider Heavier Bets On Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 12:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4530498-soxx-vs-qqq-time-to-consider-heavier-bets-on-tech?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMany investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to gain exposure to the tech sector.However, many investors are unaware that QQQ is not a pure-tech play,...</p>\n\n<a href=\"https://seekingalpha.com/article/4530498-soxx-vs-qqq-time-to-consider-heavier-bets-on-tech?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOXX":"iShares费城交易所半导体ETF","QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4530498-soxx-vs-qqq-time-to-consider-heavier-bets-on-tech?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193631683","content_text":"SummaryMany investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to gain exposure to the tech sector.However, many investors are unaware that QQQ is not a pure-tech play, probably not even a primary tech play.Stocks in information tech represents less than 50% of its asset, a minor majority.This article, therefore, compares QQQ to other pure-tech ETFs such as the iShares Semiconductor ETF so investors have a broader range of options.There are good reasons to consider betting heavier on tech now, given their valuation correction and quieter volatility.ThesisRecent price corrections have brought tech valuations to a more reasonable range. The iShares Semiconductor ETF (NASDAQ:SOXX) has historically been traded at a premium relative to the overall market. For example, back in March 2022, SOXX was trading at a P/E of about 31.5x and SPDR S&P 500 Trust ETF (SPY) at about 26.5x according to Yahoo Finance data. However, recent corrections have brought SOXX P/E to the current level of 15.45x, about a 17% discount from the S&P 500’s 18.4x.And you will see next that the discount from the NASDAQ 100 index, represented by the Invesco QQQ ETF (NASDAQ:QQQ), is even larger. To wit, SOXX suffered a total loss of 18.6% YTD and QQQ about 22% as you can see from the following chart. Combined with earnings changes, the valuation of SOXX now stands at 15.45x and QQQ at 22.01x, a discount of almost 30%.Besides the valuation compression, the volatility has also become much quieter recently, adding another reason for considering a heavier bet on the tech sector. As you can see from the second chart below, the volatility index has subdued substantially YTD, decreasing from the 30+ level routinely seen at the earlier part of the year to the current level of 22.4x. To provide broader context, a volatility of 30 is at the top 93% percentile of historical volatility. While 22 is at about 71% percentile. The major reason for the quieter volatility is Fed’s recent rate movements and comments, which are consistent with market expectations and also provide clarity for the near term. And as detailed in our earlier article, when volatility is high, it’s a good idea to hunker down and vice versa.Against this backdrop, we will look at the pros and cons of SOXX and QQQ more closely next.Seeking AlphaYahoo FinanceSOXX vs QQQ: basic informationQQQ needs little introduction. It is one of the most popular funds tracking the Nasdaq-100 Index. However, as aforementioned, many investors are unaware that QQQ is not a pure-tech play because the NASDAQ 100 index tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. I will table this for now and come back to this point later.SOXX, in contrast, is a pure tech play completely concentrated in the semiconductor sector. As detailed in the fund description:The iShares Semiconductor ETF seeks to track the investment results of an index composed of U.S.-listed equities in the semiconductor sector. It provides exposure to U.S. companies that design, manufacture, and distribute semiconductors and targeted access to domestic semiconductor stocks. It is used to express a sector view.Source: ETF.comSOXX vs QQQ: Past performance and risksBoth the SOXX and QQQ funds have delivered handsome returns in the past as you can see from the chart below. SOXX has delivered an annual return of 10.12% since its inception in 2022, and QQQ has delivered a slightly higher CAGR of 11.5%. Both outperformed the S&P 500 by a good margin of about 2% to 3%.When compounded over the past decade, such an alpha has accumulated into a sizable difference in total return. With dividends reinvested, SOXX has delivered a total return of 720% and QQQ more than 930%, far higher than the S&P 500’s 525%.Although the downside is their price volatilities. We’ve already seen a glimpse of their price volatility in the short term in the previous section already in the past year. As you can see in the long term, both SOXX and QQQ have suffered much larger volatility than the S&P 500 too. And SOXX in particular has suffered by far the largest volatility. In terms of standard deviation, it's 27% is almost double that of the SP 500 (14%) and has also been higher than QQQ by about a whole 8%. In terms of worst-year performance, SOXX suffered a 51% loss (which will take more than a 100% rally to breakeven), which was 10% more than QQQ and 14% more than SP 500. And finally, in terms of maximum drawdown, SOXX’s 62% maximum drawdown (which takes a 163% rally to break even) is truly nerve-wracking. In contrast, both QQQ and SP 500 were in the 50% range.And next, we will see that the root cause of the volatilities is in their fundamental indexing methods.Portfolio VisualizerSOXX vs QQQ: More concentrated bet on TechAs aforementioned, QQQ tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. As you can see from the chart below, information technology represents 49.8% of QQQ’s total assets, followed by communication services at 17.7%, and consumer discretionary at 14.9%. Admittedly, some of the companies in communication services and consumer discretionary are also tech companies. Nonetheless, information technology only represents a minor majority of the farm. Note that QQQ also holds a good portion of consumer staples, healthcare, industrials, and utilities.SOXX and QQ fund fact sheetsSOXX, in contrast, is a pure tech play. The fund is completely invested in the tech sector, especially the semiconductor sector. As you can see, it invests more than 79.1% of its total assets in semiconductor stocks and more than 20.6% in semiconductor equipment. Furthermore, its holdings are also more concentrated. SOXX holds a total of 32 stocks and QQQ about 100.You can also see the concentration and composition more vividly by looking at their top ten holdings. One of their top 10 holdings overlaps: Nvidia (NVDA). But NVDA represents an 8.3% allocation in SOXX, in contrast to only 3.28% in QQQ. Also note that QQQ’s top holdings include stables like Costco (COST) and PepsiCo (PEP), while all SOXX holdings are semiconductor stocks.To me, this is key for SOXX’s long-term performance. It places concentrated bet one of the most innovative sectors: information technologies. For this reason and the current valuation, I see favorable odds for SOXX to keep outperforming S&P 500 in the long term. I also see good odds for it to outperform QQQ too, as to be detailed next.But again, before we turn the page, investors need to be aware of the volatility risks and to pick the right fund for their timeframe and risk tolerance.Source: ETF.comSOXX vs QQQ: valuation comparisonAs aforementioned, SOXX has historically been traded at a premium relative to both S&P 500 and QQQ because of its growth potential. However, recent price corrections have brought its valuation to a discount. SOXX’s current P/E of 15.45x is ~17% discounted from the S&P 500. And as the next table shows, the discount from QQQ is even larger.The price-to-earnings ratio of SOXX is 15.4x only, below QQQ’s 22.0x by about a whopping 30%. Other metrics paint the same picture. The price-to-cash flow ratio of SOXX is 19.5x, below QQQ’s 22.8x by about 15%. And price-to-book value ratio of SOXX is 7.13x, below QQQ’s 8.93x by about 20%, despite SOXX’s higher ROE of 46% vs 40% of QQQ. Finally, do not be alarmed by SOXX’s higher price-to-sales ratio. Its price-to-sales ratio of 6.23x is higher than QQQ by about 35%, but its net margin is higher by 90%.AuthorFinal thoughts and risksThere are good reasons to start considering the tech sector now. QQQ has never been a bad choice with its low fee, broad market representation, and excellent liquidity. However, more aggressive investors with a long timeframe might want to consider SOXX also given the valuation correction and the quieter volatility ahead. SOXX has historically enjoyed a valuation premium over the overall market. But its current is ~17% discounted from the S&P 500 and about 30% from the QQQ.Finally, risks. If you recall from an earlier chart, SOXX charges an expense ratio of 0.4%, and QQQ charges a lower expense ratio of 0.2% only. The extra fee will always create a drag on SOXX (0.2% per year). Also note that SOXX also has a much higher turnover ratio than QQQ (32% vs 8.9%), which might have tax implications for some accounts.Seeking Alpha","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081046513,"gmtCreate":1650172749287,"gmtModify":1676534663373,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081046513","repostId":"1133070824","repostType":4,"repost":{"id":"1133070824","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649399100,"share":"https://ttm.financial/m/news/1133070824?lang=&edition=fundamental","pubTime":"2022-04-08 14:25","market":"us","language":"en","title":"Reminder: Holiday Trading Hours during Good Friday and Easter","url":"https://stock-news.laohu8.com/highlight/detail?id=1133070824","media":"Tiger Newspress","summary":"U.S. stock markets will be closed Friday, April 15in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financi","content":"<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: Holiday Trading Hours during Good Friday and Easter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: Holiday Trading Hours during Good Friday and Easter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-08 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133070824","content_text":"U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.U.S. commodities markets including gold and oil futures also won't be open for trading Friday.Singapore stock markets will also close on Good Friday.Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.A-shares (Northbound) will be closed to April 18 from April 14.Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083142071,"gmtCreate":1650082981088,"gmtModify":1676534644542,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083142071","repostId":"2227638600","repostType":4,"repost":{"id":"2227638600","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1650064990,"share":"https://ttm.financial/m/news/2227638600?lang=&edition=fundamental","pubTime":"2022-04-16 07:23","market":"us","language":"en","title":"Twitter Adopts \"Poison Pill\" to Fight Musk Takeover","url":"https://stock-news.laohu8.com/highlight/detail?id=2227638600","media":"Reuters","summary":"$Twitter$ Inc on Friday adopted a limited-duration shareholder rights plan to protect itself from billionaire entrepreneur Elon Musk's $43 billion cash takeover offer.Musk made the bid on Wednesday in a letter to the board of Twitter- the micro-blogging platform that has become a global means of communication for individuals and world leaders - and it was made public in a regulatory filing on Thursday.After his TED talk on Thursday, Musk hinted at the possibility of a hostile bid in which he wou","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc on Friday adopted a limited-duration shareholder rights plan to protect itself from billionaire entrepreneur Elon Musk&#39;s $43 billion cash takeover offer.</p><p>Musk made the bid on Wednesday in a letter to the board of Twitter- the micro-blogging platform that has become a global means of communication for individuals and world leaders - and it was made public in a regulatory filing on Thursday.</p><p>After his TED talk on Thursday, Musk hinted at the possibility of a hostile bid in which he would bypass Twitter&#39;s board and put the offer directly to its shareholders, tweeting: &#34;It would be utterly indefensible not to put this offer to a shareholder vote.&#34;</p><p>Under the plan, also known as a &#39;poison pill&#39; strategy to resist a bid from a potential acquirer, the rights will become exercisable if anyone acquires ownership of 15% or more of Twitter&#39;s outstanding common stock in a transaction not approved by the Board.</p><p>The rights plan will expire on April 14, 2023, Twitter said.</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>Twitter Adopts \"Poison Pill\" to Fight Musk Takeover</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\">\nTwitter Adopts \"Poison Pill\" to Fight Musk Takeover\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-16 07:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc on Friday adopted a limited-duration shareholder rights plan to protect itself from billionaire entrepreneur Elon Musk&#39;s $43 billion cash takeover offer.</p><p>Musk made the bid on Wednesday in a letter to the board of Twitter- the micro-blogging platform that has become a global means of communication for individuals and world leaders - and it was made public in a regulatory filing on Thursday.</p><p>After his TED talk on Thursday, Musk hinted at the possibility of a hostile bid in which he would bypass Twitter&#39;s board and put the offer directly to its shareholders, tweeting: &#34;It would be utterly indefensible not to put this offer to a shareholder vote.&#34;</p><p>Under the plan, also known as a &#39;poison pill&#39; strategy to resist a bid from a potential acquirer, the rights will become exercisable if anyone acquires ownership of 15% or more of Twitter&#39;s outstanding common stock in a transaction not approved by the Board.</p><p>The rights plan will expire on April 14, 2023, Twitter said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4551":"寇图资本持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","TSLA":"特斯拉","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","TWTR":"Twitter"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227638600","content_text":"Twitter Inc on Friday adopted a limited-duration shareholder rights plan to protect itself from billionaire entrepreneur Elon Musk's $43 billion cash takeover offer.Musk made the bid on Wednesday in a letter to the board of Twitter- the micro-blogging platform that has become a global means of communication for individuals and world leaders - and it was made public in a regulatory filing on Thursday.After his TED talk on Thursday, Musk hinted at the possibility of a hostile bid in which he would bypass Twitter's board and put the offer directly to its shareholders, tweeting: \"It would be utterly indefensible not to put this offer to a shareholder vote.\"Under the plan, also known as a 'poison pill' strategy to resist a bid from a potential acquirer, the rights will become exercisable if anyone acquires ownership of 15% or more of Twitter's outstanding common stock in a transaction not approved by the Board.The rights plan will expire on April 14, 2023, Twitter said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003662585,"gmtCreate":1640964415080,"gmtModify":1676533559246,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003662585","repostId":"2195410116","repostType":4,"repost":{"id":"2195410116","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":1640963744,"share":"https://ttm.financial/m/news/2195410116?lang=&edition=fundamental","pubTime":"2021-12-31 23:15","market":"us","language":"en","title":"Wall Street analysts' favorite stocks for 2022 include Alaska Air, Caesars and Lithia Motors","url":"https://stock-news.laohu8.com/highlight/detail?id=2195410116","media":"Dow Jones","summary":"General Motors, Salesforce and PayPal are among the 20 S&P 500 stocks that analysts both heavily fav","content":"<html><head></head><body><p>General Motors, <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> are among the 20 S&amp;P 500 stocks that analysts both heavily favor and expect to rise to the most</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d68bea2d0c6b7347ed8e660ad6323ef6\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Wall Street analysts on average expect the stock price of Caesars Entertainment to climb 48% over the next 12 months.</span></p><p>As the coronavirus pandemic has stretched out, investors have continued to pour money into stocks, in part because the alternatives have been dismal. Why bother with 10-year U.S. Treasury bonds that yield a paltry 1.52% when the S&amp;P 500 index has a dividend yield of 1.30% to go along with its growth potential?</p><p>Things may change in 2022 as the Federal Reserve winds down its bond purchases that have kept long-term interest rates low. Then again, U.S. stocks have continued to rise since the Fed announced its policy changes on Dec. 15.</p><p>With U.S. bond yields already so much higher than they are in the rest of the developed world, foreign investors may continue to buy U.S. bonds and keep yields at historically low levels. And that might make for a continued flow of money into U.S. stocks.</p><p>Below are lists of stocks among the benchmark S&amp;P 500 , the S&amp;P 400 Mid Cap Index <a href=\"https://laohu8.com/S/MID\">$(MID)$</a> and the S&amp;P Small Cap 600 Index  that are rated &#34;buy&#34; or the equivalent by at least three out of four of Wall Street analysts polled by FactSet that are expected to rise the most over the next year. Those lists are followed by a summary of analysts&#39; opinions of all 30 stocks in the Dow Jones Industrial Average.</p><p><b>Large-cap favorites</b></p><p>Among the S&amp;P 500, 93 stocks are rated a &#34;buy&#34; or the equivalent by at least 75% of analysts working for brokerage firms. Here are the 20 the analysts expect to rise the most over the next year, based on consensus price targets:</p><table><tbody><tr><td>Company</td><td>Ticker</td><td>Industry</td><td>Closing price -- Dec. 30</td><td>Consensus price target</td><td>Implied 12-month upside potential</td><td>Share &#34;buy&#34; ratings</td><td>Total return -- 2021 through Dec. 30</td></tr><tr><td>Alaska Air Group Inc.</td><td>ALK</td><td>Airlines</td><td>$51.94</td><td>$77.71</td><td>50%</td><td>93%</td><td>0%</td></tr><tr><td>Caesars Entertainment Inc.</td><td>CZR</td><td>Casinos/ Gaming</td><td>$92.99</td><td>$137.36</td><td>48%</td><td>94%</td><td>25%</td></tr><tr><td>Generac Holdings Inc.</td><td>GNRC</td><td>Electrical Products</td><td>$352.96</td><td>$514.11</td><td>46%</td><td>77%</td><td>55%</td></tr><tr><td>PayPal Holdings Inc.</td><td>PYPL</td><td>Data Processing Services</td><td>$191.88</td><td>$273.65</td><td>43%</td><td>84%</td><td>-18%</td></tr><tr><td><a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a>.</td><td>TMUS</td><td>Wireless Telecommunications</td><td>$116.51</td><td>$165.51</td><td>42%</td><td>81%</td><td>-14%</td></tr><tr><td>News Corp. Class A</td><td>NWSA</td><td>Publishing: Newspapers</td><td>$22.50</td><td>$31.91</td><td>42%</td><td>88%</td><td>26%</td></tr><tr><td>Global Payments Inc.</td><td>GPN</td><td>Data Processing Services</td><td>$136.29</td><td>$188.41</td><td>38%</td><td>85%</td><td>-36%</td></tr><tr><td>Southwest Airlines Co.</td><td>LUV</td><td>Airlines</td><td>$42.72</td><td>$57.32</td><td>34%</td><td>78%</td><td>-8%</td></tr><tr><td>Schlumberger NV</td><td>SLB</td><td>Oilfield Services/ Equipment</td><td>$29.82</td><td>$39.58</td><td>33%</td><td>85%</td><td>39%</td></tr><tr><td>Salesforce.com Inc.</td><td>CRM</td><td>Software</td><td>$255.33</td><td>$331.46</td><td>30%</td><td>86%</td><td>15%</td></tr><tr><td>Bath &amp; Body Works Inc.</td><td>BBWI</td><td>Apparel, Footwear Retail</td><td>$69.70</td><td>$90.21</td><td>29%</td><td>86%</td><td>133%</td></tr><tr><td>Electronic Arts Inc.</td><td>EA</td><td>Recreational Products</td><td>$134.46</td><td>$173.78</td><td>29%</td><td>77%</td><td>-6%</td></tr><tr><td><a href=\"https://laohu8.com/S/PSX\">Phillips 66</a></td><td>PSX</td><td>Oil Refining/ Marketing</td><td>$72.45</td><td>$93.50</td><td>29%</td><td>79%</td><td>8%</td></tr><tr><td>Medtronic <a href=\"https://laohu8.com/S/PLC\">PLC</a></td><td>MDT</td><td>Medical Specialties</td><td>$104.47</td><td>$134.52</td><td>29%</td><td>85%</td><td>-9%</td></tr><tr><td>Teleflex Inc.</td><td>TFX</td><td>Medical Specialties</td><td>$330.89</td><td>$424.11</td><td>28%</td><td>75%</td><td>-19%</td></tr><tr><td>General Motors Co.</td><td>GM</td><td>Motor Vehicles</td><td>$58.13</td><td>$74.45</td><td>28%</td><td>84%</td><td>40%</td></tr><tr><td>Pioneer Natural Resources Co.</td><td>PXD</td><td>Oil &amp; Gas Production</td><td>$181.28</td><td>$231.61</td><td>28%</td><td>86%</td><td>66%</td></tr><tr><td><a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a></td><td>SYF</td><td>Finance, Rental, Leasing</td><td>$46.26</td><td>$58.74</td><td>27%</td><td>77%</td><td>36%</td></tr><tr><td>Comcast Corp. Class A</td><td>CMCSA</td><td>Cable, Satellite TV</td><td>$50.59</td><td>$64.08</td><td>27%</td><td>79%</td><td>-2%</td></tr><tr><td>EOG Resources Inc.</td><td>EOG</td><td>Oil &amp; Gas Production</td><td>$89.18</td><td>$112.94</td><td>27%</td><td>79%</td><td>89%</td></tr><tr><td></td><td>Source: FactSet</td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table><p>Alaska Air Group Inc. tops the list of analysts&#39; favorite large-cap stocks for 2022. The shares were flat for 2021, as investors were understandably disappointed that the travel industry&#39;s recovery was stalled by new waves of coronavirus infections. Other travel and hospitality-related recovery plays on the list include Caesars Entertainment Inc.  and Southwest Airlines Co..</p><p>There are four oil-related stocks on the list, three of which rose significantly during 2021. West Texas Crude oil  was up 59% for 2021 through Dec. 30 based on forward-month contracts, while the S&amp;P 500 energy sector returned 54%.</p><p>Other stocks on the list that performed very well during 2021 and are expected to do so again in 2022 include Generac Holdings Inc., Bath &amp; Body Works Inc. and General Motors Co..</p><p><b>Midcap stocks expected to show the biggest gains</b></p><p>The lists of &#34;favorite&#34; stocks are confined to those covered by at least five analysts. Among components of the S&amp;P 400 Mid Cap Index, that leaves 92 stocks with at least 75% &#34;buy&#34; ratings. Here at the 20 expected to rise the most over the next year:</p><table><tbody><tr><td>Company</td><td>Ticker</td><td>Industry</td><td>Closing price -- Dec. 30</td><td>Consensus price target</td><td>Implied 12-month upside potential</td><td>Share &#34;buy&#34; ratings</td><td>Total return -- 2021 through Dec. 30</td></tr><tr><td><a href=\"https://laohu8.com/S/RUN\">Sunrun Inc.</a></td><td>RUN</td><td>Alternative Power Generation</td><td>$34.01</td><td>$72.61</td><td>113%</td><td>77%</td><td>-51%</td></tr><tr><td><a href=\"https://laohu8.com/S/APPS\">Digital Turbine Inc.</a></td><td>APPS</td><td>Software</td><td>$62.84</td><td>$104.00</td><td>65%</td><td>100%</td><td>11%</td></tr><tr><td>Jazz Pharmaceuticals Public Ltd. Co.</td><td>JAZZ</td><td>Pharmaceuticals</td><td>$128.26</td><td>$200.89</td><td>57%</td><td>90%</td><td>-22%</td></tr><tr><td>Lithia Motors Inc.</td><td>LAD</td><td>Specialty Stores</td><td>$297.17</td><td>$460.31</td><td>55%</td><td>80%</td><td>2%</td></tr><tr><td><a href=\"https://laohu8.com/S/CRNC\">Cerence Inc.</a></td><td>CRNC</td><td>Software</td><td>$77.59</td><td>$119.42</td><td>54%</td><td>100%</td><td>-23%</td></tr><tr><td>Callaway Golf Co.</td><td>ELY</td><td>Recreational Products</td><td>$27.63</td><td>$41.50</td><td>50%</td><td>77%</td><td>15%</td></tr><tr><td>Ziff Davis Inc.</td><td>ZD</td><td>Internet Software, Services</td><td>$111.37</td><td>$166.88</td><td>50%</td><td>100%</td><td>31%</td></tr><tr><td>Victoria&#39;s Secret &amp; Co.</td><td>VSCO</td><td>Apparel, Footwear Retail</td><td>$55.46</td><td>$82.73</td><td>49%</td><td>82%</td><td>N/A</td></tr><tr><td>LiveRamp Holdings Inc.</td><td>RAMP</td><td>Data Processing Services</td><td>$49.07</td><td>$73.18</td><td>49%</td><td>82%</td><td>-33%</td></tr><tr><td>PROG Holdings Inc.</td><td>PRG</td><td>Finance, Rental, Leasing</td><td>$44.84</td><td>$66.29</td><td>48%</td><td>75%</td><td>-17%</td></tr></tbody></table><table><tbody><tr><td><a href=\"https://laohu8.com/S/MLKN\">MillerKnoll</a> Inc.</td><td>MLKN</td><td>Office Equipment, Supplies</td><td>$38.98</td><td>$57.60</td><td>48%</td><td>80%</td><td>17%</td></tr><tr><td>ChampionX Corp.</td><td>CHX</td><td>Chemicals: Specialty</td><td>$20.01</td><td>$29.00</td><td>45%</td><td>80%</td><td>31%</td></tr><tr><td>Darling Ingredients Inc.</td><td>DAR</td><td>Agricultural Commodities, Milling</td><td>$67.87</td><td>$96.79</td><td>43%</td><td>100%</td><td>18%</td></tr><tr><td>Axon Enterprise Inc.</td><td>AXON</td><td>Aerospace &amp; Defense</td><td>$156.07</td><td>$222.40</td><td>43%</td><td>91%</td><td>27%</td></tr><tr><td>EQT Corp.</td><td>EQT</td><td>Oil &amp; Gas Production</td><td>$22.04</td><td>$31.30</td><td>42%</td><td>75%</td><td>73%</td></tr><tr><td><a href=\"https://laohu8.com/S/IAA\">IAA Inc</a>.</td><td>IAA</td><td>Specialty Stores</td><td>$50.43</td><td>$70.88</td><td>41%</td><td>90%</td><td>-22%</td></tr><tr><td><a href=\"https://laohu8.com/S/HQY\">HealthEquity</a> Inc.</td><td>HQY</td><td>Investment Managers</td><td>$43.86</td><td>$61.50</td><td>40%</td><td>75%</td><td>-37%</td></tr><tr><td><a href=\"https://laohu8.com/S/AZTA\">Azenta</a> Inc.</td><td>AZTA</td><td>Electronic Production Equipment</td><td>$103.18</td><td>$144.60</td><td>40%</td><td>83%</td><td>53%</td></tr><tr><td>Vontier Corp</td><td>VNT</td><td>Transportation</td><td>$30.89</td><td>$42.82</td><td>39%</td><td>77%</td><td>-7%</td></tr><tr><td>SailPoint Technologies Holdings Inc.</td><td>SAIL</td><td>Software</td><td>$48.85</td><td>$67.67</td><td>39%</td><td>93%</td><td>-8%</td></tr><tr><td></td><td>Source: FactSet</td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table><p><b>Small-cap favorites for 2022</b></p><p>Among the S&amp;P Small Cap 600, 101 stocks covered by at least five analysts have at least 75% &#34;buy&#34; ratings. Analysts expect these 20 of the favored stocks to rise the most over the next 12 months:</p><table><tbody><tr><td>Company</td><td>Ticker</td><td>Industry</td><td>Closing price -- Dec. 30</td><td>Consensus price target</td><td>Implied 12-month upside potential</td><td>Share &#34;buy&#34; ratings</td><td>Total return -- 2021 through Dec. 30</td></tr><tr><td>UniQure NV</td><td>QURE</td><td>Biotechnology</td><td>$20.87</td><td>$63.78</td><td>206%</td><td>89%</td><td>-42%</td></tr><tr><td><a href=\"https://laohu8.com/S/TCMD\">Tactile Systems Technology Inc</a>.</td><td>TCMD</td><td>Medical Specialties</td><td>$19.23</td><td>$52.25</td><td>172%</td><td>100%</td><td>-57%</td></tr><tr><td>Zynex Inc.</td><td>ZYXI</td><td>Medical Specialties</td><td>$10.23</td><td>$22.20</td><td>117%</td><td>80%</td><td>-24%</td></tr><tr><td>Cara Therapeutics Inc.</td><td>CARA</td><td>Biotechnology</td><td>$12.34</td><td>$26.25</td><td>113%</td><td>75%</td><td>-18%</td></tr><tr><td><a href=\"https://laohu8.com/S/TREE\">LendingTree</a> Inc.</td><td>TREE</td><td>Finance, Rental, Leasing</td><td>$121.91</td><td>$238.75</td><td>96%</td><td>100%</td><td>-55%</td></tr><tr><td>Joint Corp</td><td>JYNT</td><td>Hospital, Nursing Management</td><td>$64.62</td><td>$126.00</td><td>95%</td><td>83%</td><td>146%</td></tr><tr><td>Talos Energy Inc.</td><td>TALO</td><td>Oil &amp; Gas Production</td><td>$10.07</td><td>$19.00</td><td>89%</td><td>100%</td><td>22%</td></tr><tr><td><a href=\"https://laohu8.com/S/REGI\">Renewable Energy Group</a> Inc.</td><td>REGI</td><td>Chemicals</td><td>$42.78</td><td>$79.86</td><td>87%</td><td>80%</td><td>-40%</td></tr><tr><td><a href=\"https://laohu8.com/S/LPSN\">LivePerson</a> Inc.</td><td>LPSN</td><td>Internet Software, Services</td><td>$36.59</td><td>$64.31</td><td>76%</td><td>79%</td><td>-41%</td></tr><tr><td><a href=\"https://laohu8.com/S/BLFS\">BioLife Solutions Inc.</a></td><td>BLFS</td><td>Medical Specialties</td><td>$37.44</td><td>$63.43</td><td>69%</td><td>78%</td><td>-6%</td></tr><tr><td>OptimizeRx Corp.</td><td>OPRX</td><td>Data Processing Services</td><td>$61.14</td><td>$103.00</td><td>68%</td><td>100%</td><td>96%</td></tr><tr><td>Cutera Inc.</td><td>CUTR</td><td>Medical Specialties</td><td>$39.26</td><td>$63.40</td><td>61%</td><td>100%</td><td>63%</td></tr><tr><td><a href=\"https://laohu8.com/S/SEM\">Select Medical Holdings</a> Corp.</td><td>SEM</td><td>Hospital, Nursing Management</td><td>$29.82</td><td>$47.40</td><td>59%</td><td>80%</td><td>9%</td></tr><tr><td>Hibbett Inc.</td><td>HIBB</td><td>Specialty Stores</td><td>$72.00</td><td>$112.17</td><td>56%</td><td>83%</td><td>57%</td></tr><tr><td><a href=\"https://laohu8.com/S/PLMR\">Palomar Holdings</a> Inc.</td><td>PLMR</td><td>Property/ Casualty Insurance</td><td>$63.76</td><td>$99.14</td><td>55%</td><td>78%</td><td>-28%</td></tr><tr><td>Coherus BioSciences Inc.</td><td>CHRS</td><td>Biotechnology</td><td>$16.74</td><td>$25.43</td><td>52%</td><td>86%</td><td>-4%</td></tr><tr><td>Celsius Holdings Inc.</td><td>CELH</td><td>Beverages: Non-Alcoholic</td><td>$73.52</td><td>$110.21</td><td>50%</td><td>75%</td><td>46%</td></tr><tr><td>James River Group Holdings Ltd.</td><td>JRVR</td><td>Property/ Casualty Insurance</td><td>$28.14</td><td>$41.86</td><td>49%</td><td>75%</td><td>-41%</td></tr><tr><td><a href=\"https://laohu8.com/S/NEO\">NeoGenomics</a> Inc.</td><td>NEO</td><td>Medical/ Nursing Services</td><td>$34.15</td><td>$50.18</td><td>47%</td><td>92%</td><td>-37%</td></tr><tr><td>Vericel Corp.</td><td>VCEL</td><td>Medical Specialties</td><td>$40.11</td><td>$58.46</td><td>46%</td><td>100%</td><td>30%</td></tr><tr><td></td><td>Source: FactSet</td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table><p><b>All 30 components of the Dow Jones Industrial Average</b></p><p>Here they are, ranked by how much analysts expect them to rise over the next year:</p><table><tbody><tr><td>Company</td><td>Ticker</td><td>Industry</td><td>Closing price -- Dec. 30</td><td>Consensus price target</td><td>Implied 12-month upside potential</td><td>Share &#34;buy&#34; ratings</td><td>Total return -- 2021 through Dec. 30</td></tr><tr><td>Salesforce.com Inc.</td><td>CRM</td><td>Software</td><td>$255.33</td><td>$331.46</td><td>30%</td><td>86%</td><td>15%</td></tr><tr><td>Boeing Co.</td><td>BA</td><td>Aerospace &amp; Defense</td><td>$202.71</td><td>$259.61</td><td>28%</td><td>73%</td><td>-5%</td></tr><tr><td><a href=\"https://laohu8.com/S/V\">Visa</a> Inc. Class A</td><td>V</td><td>Finance, Rental, Leasing</td><td>$217.87</td><td>$272.62</td><td>25%</td><td>92%</td><td>0%</td></tr><tr><td>Walt Disney Co.</td><td>DIS</td><td>Cable, Satellite TV</td><td>$155.93</td><td>$193.29</td><td>24%</td><td>70%</td><td>-14%</td></tr><tr><td>Merck &amp; Co. Inc.</td><td>MRK</td><td>Pharmaceuticals</td><td>$77.14</td><td>$92.70</td><td>20%</td><td>60%</td><td>2%</td></tr><tr><td>Goldman Sachs Group Inc.</td><td>GS</td><td>Investment Banks, Brokers</td><td>$385.52</td><td>$458.97</td><td>19%</td><td>67%</td><td>49%</td></tr><tr><td>Walmart Inc.</td><td>WMT</td><td>Food Retail</td><td>$143.17</td><td>$169.92</td><td>19%</td><td>80%</td><td>1%</td></tr><tr><td>Dow Inc.</td><td>DOW</td><td>Chemicals</td><td>$56.78</td><td>$66.62</td><td>17%</td><td>36%</td><td>7%</td></tr><tr><td>American Express Co.</td><td>AXP</td><td>Finance, Rental, Leasing</td><td>$164.16</td><td>$191.35</td><td>17%</td><td>46%</td><td>37%</td></tr><tr><td>Honeywell International Inc.</td><td>HON</td><td>Industrial Conglomerates</td><td>$207.11</td><td>$238.27</td><td>15%</td><td>48%</td><td>-1%</td></tr></tbody></table><p><table><tbody><tr><td>Caterpillar Inc.</td><td>CAT</td><td>Trucks, Construction, Farm Machinery</td><td>$206.08</td><td>$235.57</td><td>14%</td><td>52%</td><td>16%</td></tr><tr><td>Verizon Communications Inc.</td><td>VZ</td><td>Telecommunications</td><td>$52.25</td><td>$59.57</td><td>14%</td><td>27%</td><td>-7%</td></tr><tr><td>JPMorgan Chase &amp; Co.</td><td>JPM</td><td>Major Banks</td><td>$158.48</td><td>$179.70</td><td>13%</td><td>61%</td><td>28%</td></tr><tr><td>Chevron Corp.</td><td>CVX</td><td>Integrated Oil</td><td>$117.43</td><td>$130.74</td><td>11%</td><td>67%</td><td>46%</td></tr><tr><td>Nike Inc. Class B</td><td>NKE</td><td>Apparel, Footwear</td><td>$167.49</td><td>$185.89</td><td>11%</td><td>77%</td><td>19%</td></tr><tr><td>Microsoft Corp.</td><td>MSFT</td><td>Software</td><td>$339.32</td><td>$370.51</td><td>9%</td><td>90%</td><td>54%</td></tr><tr><td>3M Co.</td><td>MMM</td><td>Industrial Conglomerates</td><td>$177.64</td><td>$192.06</td><td>8%</td><td>14%</td><td>5%</td></tr><tr><td>Coca-Cola Co.</td><td>KO</td><td>Beverages: Non-Alcoholic</td><td>$58.78</td><td>$62.67</td><td>7%</td><td>61%</td><td>11%</td></tr><tr><td>Johnson &amp; Johnson</td><td>JNJ</td><td>Pharmaceuticals</td><td>$172.31</td><td>$183.71</td><td>7%</td><td>50%</td><td>12%</td></tr><tr><td>Intel Corp.</td><td>INTC</td><td>Semiconductors</td><td>$51.74</td><td>$54.91</td><td>6%</td><td>27%</td><td>7%</td></tr><tr><td>International Business Machines Corp.</td><td>IBM</td><td>Information Technology Services</td><td>$133.91</td><td>$142.07</td><td>6%</td><td>28%</td><td>17%</td></tr><tr><td>Amgen Inc.</td><td>AMGN</td><td>Biotechnology</td><td>$226.47</td><td>$238.09</td><td>5%</td><td>31%</td><td>2%</td></tr><tr><td>Travelers Companies Inc.</td><td>TRV</td><td>Multi-Line Insurance</td><td>$156.81</td><td>$164.06</td><td>5%</td><td>26%</td><td>14%</td></tr><tr><td>McDonald’s Corp.</td><td>MCD</td><td>Restaurants</td><td>$267.21</td><td>$276.06</td><td>3%</td><td>70%</td><td>27%</td></tr><tr><td>Home Depot Inc.</td><td>HD</td><td>Home Improvement Chains</td><td>$409.94</td><td>$416.83</td><td>2%</td><td>65%</td><td>58%</td></tr><tr><td>Walgreens Boots Alliance Inc.</td><td>WBA</td><td>Drugstore Chains</td><td>$51.99</td><td>$52.80</td><td>2%</td><td>5%</td><td>35%</td></tr><tr><td>UnitedHealth Group Inc.</td><td>UNH</td><td>Managed Health Care</td><td>$504.43</td><td>$504.20</td><td>0%</td><td>86%</td><td>46%</td></tr><tr><td>Apple Inc.</td><td>AAPL</td><td>Telecommunications Equipment</td><td>$178.20</td><td>$175.81</td><td>-1%</td><td>79%</td><td>35%</td></tr><tr><td>Cisco Systems Inc.</td><td>CSCO</td><td>Information Technology Services</td><td>$63.62</td><td>$62.69</td><td>-1%</td><td>54%</td><td>46%</td></tr><tr><td>Procter &amp; Gamble Co.</td><td>PG</td><td>Household, Personal Care</td><td>$162.77</td><td>$156.67</td><td>-4%</td><td>54%</td><td>20%</td></tr><tr><td>Source: FactSet</td></tr></tbody></table></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts' favorite stocks for 2022 include Alaska Air, Caesars and Lithia Motors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts' favorite stocks for 2022 include Alaska Air, Caesars and Lithia Motors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-12-31 23:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>General Motors, <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> are among the 20 S&amp;P 500 stocks that analysts both heavily favor and expect to rise to the most</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d68bea2d0c6b7347ed8e660ad6323ef6\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Wall Street analysts on average expect the stock price of Caesars Entertainment to climb 48% over the next 12 months.</span></p><p>As the coronavirus pandemic has stretched out, investors have continued to pour money into stocks, in part because the alternatives have been dismal. Why bother with 10-year U.S. Treasury bonds that yield a paltry 1.52% when the S&amp;P 500 index has a dividend yield of 1.30% to go along with its growth potential?</p><p>Things may change in 2022 as the Federal Reserve winds down its bond purchases that have kept long-term interest rates low. Then again, U.S. stocks have continued to rise since the Fed announced its policy changes on Dec. 15.</p><p>With U.S. bond yields already so much higher than they are in the rest of the developed world, foreign investors may continue to buy U.S. bonds and keep yields at historically low levels. And that might make for a continued flow of money into U.S. stocks.</p><p>Below are lists of stocks among the benchmark S&amp;P 500 , the S&amp;P 400 Mid Cap Index <a href=\"https://laohu8.com/S/MID\">$(MID)$</a> and the S&amp;P Small Cap 600 Index  that are rated &#34;buy&#34; or the equivalent by at least three out of four of Wall Street analysts polled by FactSet that are expected to rise the most over the next year. Those lists are followed by a summary of analysts&#39; opinions of all 30 stocks in the Dow Jones Industrial Average.</p><p><b>Large-cap favorites</b></p><p>Among the S&amp;P 500, 93 stocks are rated a &#34;buy&#34; or the equivalent by at least 75% of analysts working for brokerage firms. Here are the 20 the analysts expect to rise the most over the next year, based on consensus price targets:</p><table><tbody><tr><td>Company</td><td>Ticker</td><td>Industry</td><td>Closing price -- Dec. 30</td><td>Consensus price target</td><td>Implied 12-month upside potential</td><td>Share &#34;buy&#34; ratings</td><td>Total return -- 2021 through Dec. 30</td></tr><tr><td>Alaska Air Group Inc.</td><td>ALK</td><td>Airlines</td><td>$51.94</td><td>$77.71</td><td>50%</td><td>93%</td><td>0%</td></tr><tr><td>Caesars Entertainment Inc.</td><td>CZR</td><td>Casinos/ Gaming</td><td>$92.99</td><td>$137.36</td><td>48%</td><td>94%</td><td>25%</td></tr><tr><td>Generac Holdings Inc.</td><td>GNRC</td><td>Electrical Products</td><td>$352.96</td><td>$514.11</td><td>46%</td><td>77%</td><td>55%</td></tr><tr><td>PayPal Holdings Inc.</td><td>PYPL</td><td>Data Processing Services</td><td>$191.88</td><td>$273.65</td><td>43%</td><td>84%</td><td>-18%</td></tr><tr><td><a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a>.</td><td>TMUS</td><td>Wireless Telecommunications</td><td>$116.51</td><td>$165.51</td><td>42%</td><td>81%</td><td>-14%</td></tr><tr><td>News Corp. Class A</td><td>NWSA</td><td>Publishing: Newspapers</td><td>$22.50</td><td>$31.91</td><td>42%</td><td>88%</td><td>26%</td></tr><tr><td>Global Payments Inc.</td><td>GPN</td><td>Data Processing Services</td><td>$136.29</td><td>$188.41</td><td>38%</td><td>85%</td><td>-36%</td></tr><tr><td>Southwest Airlines Co.</td><td>LUV</td><td>Airlines</td><td>$42.72</td><td>$57.32</td><td>34%</td><td>78%</td><td>-8%</td></tr><tr><td>Schlumberger NV</td><td>SLB</td><td>Oilfield Services/ Equipment</td><td>$29.82</td><td>$39.58</td><td>33%</td><td>85%</td><td>39%</td></tr><tr><td>Salesforce.com Inc.</td><td>CRM</td><td>Software</td><td>$255.33</td><td>$331.46</td><td>30%</td><td>86%</td><td>15%</td></tr><tr><td>Bath &amp; Body Works Inc.</td><td>BBWI</td><td>Apparel, Footwear Retail</td><td>$69.70</td><td>$90.21</td><td>29%</td><td>86%</td><td>133%</td></tr><tr><td>Electronic Arts Inc.</td><td>EA</td><td>Recreational Products</td><td>$134.46</td><td>$173.78</td><td>29%</td><td>77%</td><td>-6%</td></tr><tr><td><a href=\"https://laohu8.com/S/PSX\">Phillips 66</a></td><td>PSX</td><td>Oil Refining/ Marketing</td><td>$72.45</td><td>$93.50</td><td>29%</td><td>79%</td><td>8%</td></tr><tr><td>Medtronic <a href=\"https://laohu8.com/S/PLC\">PLC</a></td><td>MDT</td><td>Medical Specialties</td><td>$104.47</td><td>$134.52</td><td>29%</td><td>85%</td><td>-9%</td></tr><tr><td>Teleflex Inc.</td><td>TFX</td><td>Medical Specialties</td><td>$330.89</td><td>$424.11</td><td>28%</td><td>75%</td><td>-19%</td></tr><tr><td>General Motors Co.</td><td>GM</td><td>Motor Vehicles</td><td>$58.13</td><td>$74.45</td><td>28%</td><td>84%</td><td>40%</td></tr><tr><td>Pioneer Natural Resources Co.</td><td>PXD</td><td>Oil &amp; Gas Production</td><td>$181.28</td><td>$231.61</td><td>28%</td><td>86%</td><td>66%</td></tr><tr><td><a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a></td><td>SYF</td><td>Finance, Rental, Leasing</td><td>$46.26</td><td>$58.74</td><td>27%</td><td>77%</td><td>36%</td></tr><tr><td>Comcast Corp. Class A</td><td>CMCSA</td><td>Cable, Satellite TV</td><td>$50.59</td><td>$64.08</td><td>27%</td><td>79%</td><td>-2%</td></tr><tr><td>EOG Resources Inc.</td><td>EOG</td><td>Oil &amp; Gas Production</td><td>$89.18</td><td>$112.94</td><td>27%</td><td>79%</td><td>89%</td></tr><tr><td></td><td>Source: FactSet</td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table><p>Alaska Air Group Inc. tops the list of analysts&#39; favorite large-cap stocks for 2022. The shares were flat for 2021, as investors were understandably disappointed that the travel industry&#39;s recovery was stalled by new waves of coronavirus infections. Other travel and hospitality-related recovery plays on the list include Caesars Entertainment Inc.  and Southwest Airlines Co..</p><p>There are four oil-related stocks on the list, three of which rose significantly during 2021. West Texas Crude oil  was up 59% for 2021 through Dec. 30 based on forward-month contracts, while the S&amp;P 500 energy sector returned 54%.</p><p>Other stocks on the list that performed very well during 2021 and are expected to do so again in 2022 include Generac Holdings Inc., Bath &amp; Body Works Inc. and General Motors Co..</p><p><b>Midcap stocks expected to show the biggest gains</b></p><p>The lists of &#34;favorite&#34; stocks are confined to those covered by at least five analysts. Among components of the S&amp;P 400 Mid Cap Index, that leaves 92 stocks with at least 75% &#34;buy&#34; ratings. Here at the 20 expected to rise the most over the next year:</p><table><tbody><tr><td>Company</td><td>Ticker</td><td>Industry</td><td>Closing price -- Dec. 30</td><td>Consensus price target</td><td>Implied 12-month upside potential</td><td>Share &#34;buy&#34; ratings</td><td>Total return -- 2021 through Dec. 30</td></tr><tr><td><a href=\"https://laohu8.com/S/RUN\">Sunrun Inc.</a></td><td>RUN</td><td>Alternative Power Generation</td><td>$34.01</td><td>$72.61</td><td>113%</td><td>77%</td><td>-51%</td></tr><tr><td><a href=\"https://laohu8.com/S/APPS\">Digital Turbine Inc.</a></td><td>APPS</td><td>Software</td><td>$62.84</td><td>$104.00</td><td>65%</td><td>100%</td><td>11%</td></tr><tr><td>Jazz Pharmaceuticals Public Ltd. Co.</td><td>JAZZ</td><td>Pharmaceuticals</td><td>$128.26</td><td>$200.89</td><td>57%</td><td>90%</td><td>-22%</td></tr><tr><td>Lithia Motors Inc.</td><td>LAD</td><td>Specialty Stores</td><td>$297.17</td><td>$460.31</td><td>55%</td><td>80%</td><td>2%</td></tr><tr><td><a href=\"https://laohu8.com/S/CRNC\">Cerence Inc.</a></td><td>CRNC</td><td>Software</td><td>$77.59</td><td>$119.42</td><td>54%</td><td>100%</td><td>-23%</td></tr><tr><td>Callaway Golf Co.</td><td>ELY</td><td>Recreational Products</td><td>$27.63</td><td>$41.50</td><td>50%</td><td>77%</td><td>15%</td></tr><tr><td>Ziff Davis Inc.</td><td>ZD</td><td>Internet Software, Services</td><td>$111.37</td><td>$166.88</td><td>50%</td><td>100%</td><td>31%</td></tr><tr><td>Victoria&#39;s Secret &amp; Co.</td><td>VSCO</td><td>Apparel, Footwear Retail</td><td>$55.46</td><td>$82.73</td><td>49%</td><td>82%</td><td>N/A</td></tr><tr><td>LiveRamp Holdings Inc.</td><td>RAMP</td><td>Data Processing Services</td><td>$49.07</td><td>$73.18</td><td>49%</td><td>82%</td><td>-33%</td></tr><tr><td>PROG Holdings Inc.</td><td>PRG</td><td>Finance, Rental, Leasing</td><td>$44.84</td><td>$66.29</td><td>48%</td><td>75%</td><td>-17%</td></tr></tbody></table><table><tbody><tr><td><a href=\"https://laohu8.com/S/MLKN\">MillerKnoll</a> Inc.</td><td>MLKN</td><td>Office Equipment, Supplies</td><td>$38.98</td><td>$57.60</td><td>48%</td><td>80%</td><td>17%</td></tr><tr><td>ChampionX Corp.</td><td>CHX</td><td>Chemicals: Specialty</td><td>$20.01</td><td>$29.00</td><td>45%</td><td>80%</td><td>31%</td></tr><tr><td>Darling Ingredients Inc.</td><td>DAR</td><td>Agricultural Commodities, Milling</td><td>$67.87</td><td>$96.79</td><td>43%</td><td>100%</td><td>18%</td></tr><tr><td>Axon Enterprise Inc.</td><td>AXON</td><td>Aerospace &amp; Defense</td><td>$156.07</td><td>$222.40</td><td>43%</td><td>91%</td><td>27%</td></tr><tr><td>EQT Corp.</td><td>EQT</td><td>Oil &amp; Gas Production</td><td>$22.04</td><td>$31.30</td><td>42%</td><td>75%</td><td>73%</td></tr><tr><td><a href=\"https://laohu8.com/S/IAA\">IAA Inc</a>.</td><td>IAA</td><td>Specialty Stores</td><td>$50.43</td><td>$70.88</td><td>41%</td><td>90%</td><td>-22%</td></tr><tr><td><a href=\"https://laohu8.com/S/HQY\">HealthEquity</a> Inc.</td><td>HQY</td><td>Investment Managers</td><td>$43.86</td><td>$61.50</td><td>40%</td><td>75%</td><td>-37%</td></tr><tr><td><a href=\"https://laohu8.com/S/AZTA\">Azenta</a> Inc.</td><td>AZTA</td><td>Electronic Production Equipment</td><td>$103.18</td><td>$144.60</td><td>40%</td><td>83%</td><td>53%</td></tr><tr><td>Vontier Corp</td><td>VNT</td><td>Transportation</td><td>$30.89</td><td>$42.82</td><td>39%</td><td>77%</td><td>-7%</td></tr><tr><td>SailPoint Technologies Holdings Inc.</td><td>SAIL</td><td>Software</td><td>$48.85</td><td>$67.67</td><td>39%</td><td>93%</td><td>-8%</td></tr><tr><td></td><td>Source: FactSet</td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table><p><b>Small-cap favorites for 2022</b></p><p>Among the S&amp;P Small Cap 600, 101 stocks covered by at least five analysts have at least 75% &#34;buy&#34; ratings. Analysts expect these 20 of the favored stocks to rise the most over the next 12 months:</p><table><tbody><tr><td>Company</td><td>Ticker</td><td>Industry</td><td>Closing price -- Dec. 30</td><td>Consensus price target</td><td>Implied 12-month upside potential</td><td>Share &#34;buy&#34; ratings</td><td>Total return -- 2021 through Dec. 30</td></tr><tr><td>UniQure NV</td><td>QURE</td><td>Biotechnology</td><td>$20.87</td><td>$63.78</td><td>206%</td><td>89%</td><td>-42%</td></tr><tr><td><a href=\"https://laohu8.com/S/TCMD\">Tactile Systems Technology Inc</a>.</td><td>TCMD</td><td>Medical Specialties</td><td>$19.23</td><td>$52.25</td><td>172%</td><td>100%</td><td>-57%</td></tr><tr><td>Zynex Inc.</td><td>ZYXI</td><td>Medical Specialties</td><td>$10.23</td><td>$22.20</td><td>117%</td><td>80%</td><td>-24%</td></tr><tr><td>Cara Therapeutics Inc.</td><td>CARA</td><td>Biotechnology</td><td>$12.34</td><td>$26.25</td><td>113%</td><td>75%</td><td>-18%</td></tr><tr><td><a href=\"https://laohu8.com/S/TREE\">LendingTree</a> Inc.</td><td>TREE</td><td>Finance, Rental, Leasing</td><td>$121.91</td><td>$238.75</td><td>96%</td><td>100%</td><td>-55%</td></tr><tr><td>Joint Corp</td><td>JYNT</td><td>Hospital, Nursing Management</td><td>$64.62</td><td>$126.00</td><td>95%</td><td>83%</td><td>146%</td></tr><tr><td>Talos Energy Inc.</td><td>TALO</td><td>Oil &amp; Gas Production</td><td>$10.07</td><td>$19.00</td><td>89%</td><td>100%</td><td>22%</td></tr><tr><td><a href=\"https://laohu8.com/S/REGI\">Renewable Energy Group</a> Inc.</td><td>REGI</td><td>Chemicals</td><td>$42.78</td><td>$79.86</td><td>87%</td><td>80%</td><td>-40%</td></tr><tr><td><a href=\"https://laohu8.com/S/LPSN\">LivePerson</a> Inc.</td><td>LPSN</td><td>Internet Software, Services</td><td>$36.59</td><td>$64.31</td><td>76%</td><td>79%</td><td>-41%</td></tr><tr><td><a href=\"https://laohu8.com/S/BLFS\">BioLife Solutions Inc.</a></td><td>BLFS</td><td>Medical Specialties</td><td>$37.44</td><td>$63.43</td><td>69%</td><td>78%</td><td>-6%</td></tr><tr><td>OptimizeRx Corp.</td><td>OPRX</td><td>Data Processing Services</td><td>$61.14</td><td>$103.00</td><td>68%</td><td>100%</td><td>96%</td></tr><tr><td>Cutera Inc.</td><td>CUTR</td><td>Medical Specialties</td><td>$39.26</td><td>$63.40</td><td>61%</td><td>100%</td><td>63%</td></tr><tr><td><a href=\"https://laohu8.com/S/SEM\">Select Medical Holdings</a> Corp.</td><td>SEM</td><td>Hospital, Nursing Management</td><td>$29.82</td><td>$47.40</td><td>59%</td><td>80%</td><td>9%</td></tr><tr><td>Hibbett Inc.</td><td>HIBB</td><td>Specialty Stores</td><td>$72.00</td><td>$112.17</td><td>56%</td><td>83%</td><td>57%</td></tr><tr><td><a href=\"https://laohu8.com/S/PLMR\">Palomar Holdings</a> Inc.</td><td>PLMR</td><td>Property/ Casualty Insurance</td><td>$63.76</td><td>$99.14</td><td>55%</td><td>78%</td><td>-28%</td></tr><tr><td>Coherus BioSciences Inc.</td><td>CHRS</td><td>Biotechnology</td><td>$16.74</td><td>$25.43</td><td>52%</td><td>86%</td><td>-4%</td></tr><tr><td>Celsius Holdings Inc.</td><td>CELH</td><td>Beverages: Non-Alcoholic</td><td>$73.52</td><td>$110.21</td><td>50%</td><td>75%</td><td>46%</td></tr><tr><td>James River Group Holdings Ltd.</td><td>JRVR</td><td>Property/ Casualty Insurance</td><td>$28.14</td><td>$41.86</td><td>49%</td><td>75%</td><td>-41%</td></tr><tr><td><a href=\"https://laohu8.com/S/NEO\">NeoGenomics</a> Inc.</td><td>NEO</td><td>Medical/ Nursing Services</td><td>$34.15</td><td>$50.18</td><td>47%</td><td>92%</td><td>-37%</td></tr><tr><td>Vericel Corp.</td><td>VCEL</td><td>Medical Specialties</td><td>$40.11</td><td>$58.46</td><td>46%</td><td>100%</td><td>30%</td></tr><tr><td></td><td>Source: FactSet</td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table><p><b>All 30 components of the Dow Jones Industrial Average</b></p><p>Here they are, ranked by how much analysts expect them to rise over the next year:</p><table><tbody><tr><td>Company</td><td>Ticker</td><td>Industry</td><td>Closing price -- Dec. 30</td><td>Consensus price target</td><td>Implied 12-month upside potential</td><td>Share &#34;buy&#34; ratings</td><td>Total return -- 2021 through Dec. 30</td></tr><tr><td>Salesforce.com Inc.</td><td>CRM</td><td>Software</td><td>$255.33</td><td>$331.46</td><td>30%</td><td>86%</td><td>15%</td></tr><tr><td>Boeing Co.</td><td>BA</td><td>Aerospace &amp; Defense</td><td>$202.71</td><td>$259.61</td><td>28%</td><td>73%</td><td>-5%</td></tr><tr><td><a href=\"https://laohu8.com/S/V\">Visa</a> Inc. Class A</td><td>V</td><td>Finance, Rental, Leasing</td><td>$217.87</td><td>$272.62</td><td>25%</td><td>92%</td><td>0%</td></tr><tr><td>Walt Disney Co.</td><td>DIS</td><td>Cable, Satellite TV</td><td>$155.93</td><td>$193.29</td><td>24%</td><td>70%</td><td>-14%</td></tr><tr><td>Merck &amp; Co. Inc.</td><td>MRK</td><td>Pharmaceuticals</td><td>$77.14</td><td>$92.70</td><td>20%</td><td>60%</td><td>2%</td></tr><tr><td>Goldman Sachs Group Inc.</td><td>GS</td><td>Investment Banks, Brokers</td><td>$385.52</td><td>$458.97</td><td>19%</td><td>67%</td><td>49%</td></tr><tr><td>Walmart Inc.</td><td>WMT</td><td>Food Retail</td><td>$143.17</td><td>$169.92</td><td>19%</td><td>80%</td><td>1%</td></tr><tr><td>Dow Inc.</td><td>DOW</td><td>Chemicals</td><td>$56.78</td><td>$66.62</td><td>17%</td><td>36%</td><td>7%</td></tr><tr><td>American Express Co.</td><td>AXP</td><td>Finance, Rental, Leasing</td><td>$164.16</td><td>$191.35</td><td>17%</td><td>46%</td><td>37%</td></tr><tr><td>Honeywell International Inc.</td><td>HON</td><td>Industrial Conglomerates</td><td>$207.11</td><td>$238.27</td><td>15%</td><td>48%</td><td>-1%</td></tr></tbody></table><p><table><tbody><tr><td>Caterpillar Inc.</td><td>CAT</td><td>Trucks, Construction, Farm Machinery</td><td>$206.08</td><td>$235.57</td><td>14%</td><td>52%</td><td>16%</td></tr><tr><td>Verizon Communications Inc.</td><td>VZ</td><td>Telecommunications</td><td>$52.25</td><td>$59.57</td><td>14%</td><td>27%</td><td>-7%</td></tr><tr><td>JPMorgan Chase &amp; Co.</td><td>JPM</td><td>Major Banks</td><td>$158.48</td><td>$179.70</td><td>13%</td><td>61%</td><td>28%</td></tr><tr><td>Chevron Corp.</td><td>CVX</td><td>Integrated Oil</td><td>$117.43</td><td>$130.74</td><td>11%</td><td>67%</td><td>46%</td></tr><tr><td>Nike Inc. Class B</td><td>NKE</td><td>Apparel, Footwear</td><td>$167.49</td><td>$185.89</td><td>11%</td><td>77%</td><td>19%</td></tr><tr><td>Microsoft Corp.</td><td>MSFT</td><td>Software</td><td>$339.32</td><td>$370.51</td><td>9%</td><td>90%</td><td>54%</td></tr><tr><td>3M Co.</td><td>MMM</td><td>Industrial Conglomerates</td><td>$177.64</td><td>$192.06</td><td>8%</td><td>14%</td><td>5%</td></tr><tr><td>Coca-Cola Co.</td><td>KO</td><td>Beverages: Non-Alcoholic</td><td>$58.78</td><td>$62.67</td><td>7%</td><td>61%</td><td>11%</td></tr><tr><td>Johnson &amp; Johnson</td><td>JNJ</td><td>Pharmaceuticals</td><td>$172.31</td><td>$183.71</td><td>7%</td><td>50%</td><td>12%</td></tr><tr><td>Intel Corp.</td><td>INTC</td><td>Semiconductors</td><td>$51.74</td><td>$54.91</td><td>6%</td><td>27%</td><td>7%</td></tr><tr><td>International Business Machines Corp.</td><td>IBM</td><td>Information Technology Services</td><td>$133.91</td><td>$142.07</td><td>6%</td><td>28%</td><td>17%</td></tr><tr><td>Amgen Inc.</td><td>AMGN</td><td>Biotechnology</td><td>$226.47</td><td>$238.09</td><td>5%</td><td>31%</td><td>2%</td></tr><tr><td>Travelers Companies Inc.</td><td>TRV</td><td>Multi-Line Insurance</td><td>$156.81</td><td>$164.06</td><td>5%</td><td>26%</td><td>14%</td></tr><tr><td>McDonald’s Corp.</td><td>MCD</td><td>Restaurants</td><td>$267.21</td><td>$276.06</td><td>3%</td><td>70%</td><td>27%</td></tr><tr><td>Home Depot Inc.</td><td>HD</td><td>Home Improvement Chains</td><td>$409.94</td><td>$416.83</td><td>2%</td><td>65%</td><td>58%</td></tr><tr><td>Walgreens Boots Alliance Inc.</td><td>WBA</td><td>Drugstore Chains</td><td>$51.99</td><td>$52.80</td><td>2%</td><td>5%</td><td>35%</td></tr><tr><td>UnitedHealth Group Inc.</td><td>UNH</td><td>Managed Health Care</td><td>$504.43</td><td>$504.20</td><td>0%</td><td>86%</td><td>46%</td></tr><tr><td>Apple Inc.</td><td>AAPL</td><td>Telecommunications Equipment</td><td>$178.20</td><td>$175.81</td><td>-1%</td><td>79%</td><td>35%</td></tr><tr><td>Cisco Systems Inc.</td><td>CSCO</td><td>Information Technology Services</td><td>$63.62</td><td>$62.69</td><td>-1%</td><td>54%</td><td>46%</td></tr><tr><td>Procter &amp; Gamble Co.</td><td>PG</td><td>Household, Personal Care</td><td>$162.77</td><td>$156.67</td><td>-4%</td><td>54%</td><td>20%</td></tr><tr><td>Source: FactSet</td></tr></tbody></table></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","BK4214":"汽车零售","BK4561":"索罗斯持仓","AAPL":"苹果","LUV":"西南航空","ALK":"阿拉斯加航空集团有限公司","CZR":"凯撒娱乐","BK4500":"航空公司","GM":"通用汽车","BK4008":"航空公司","LAD":"利西亚车行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195410116","content_text":"General Motors, Salesforce and PayPal are among the 20 S&P 500 stocks that analysts both heavily favor and expect to rise to the mostWall Street analysts on average expect the stock price of Caesars Entertainment to climb 48% over the next 12 months.As the coronavirus pandemic has stretched out, investors have continued to pour money into stocks, in part because the alternatives have been dismal. Why bother with 10-year U.S. Treasury bonds that yield a paltry 1.52% when the S&P 500 index has a dividend yield of 1.30% to go along with its growth potential?Things may change in 2022 as the Federal Reserve winds down its bond purchases that have kept long-term interest rates low. Then again, U.S. stocks have continued to rise since the Fed announced its policy changes on Dec. 15.With U.S. bond yields already so much higher than they are in the rest of the developed world, foreign investors may continue to buy U.S. bonds and keep yields at historically low levels. And that might make for a continued flow of money into U.S. stocks.Below are lists of stocks among the benchmark S&P 500 , the S&P 400 Mid Cap Index $(MID)$ and the S&P Small Cap 600 Index  that are rated \"buy\" or the equivalent by at least three out of four of Wall Street analysts polled by FactSet that are expected to rise the most over the next year. Those lists are followed by a summary of analysts' opinions of all 30 stocks in the Dow Jones Industrial Average.Large-cap favoritesAmong the S&P 500, 93 stocks are rated a \"buy\" or the equivalent by at least 75% of analysts working for brokerage firms. Here are the 20 the analysts expect to rise the most over the next year, based on consensus price targets:CompanyTickerIndustryClosing price -- Dec. 30Consensus price targetImplied 12-month upside potentialShare \"buy\" ratingsTotal return -- 2021 through Dec. 30Alaska Air Group Inc.ALKAirlines$51.94$77.7150%93%0%Caesars Entertainment Inc.CZRCasinos/ Gaming$92.99$137.3648%94%25%Generac Holdings Inc.GNRCElectrical Products$352.96$514.1146%77%55%PayPal Holdings Inc.PYPLData Processing Services$191.88$273.6543%84%-18%T-Mobile US Inc.TMUSWireless Telecommunications$116.51$165.5142%81%-14%News Corp. Class ANWSAPublishing: Newspapers$22.50$31.9142%88%26%Global Payments Inc.GPNData Processing Services$136.29$188.4138%85%-36%Southwest Airlines Co.LUVAirlines$42.72$57.3234%78%-8%Schlumberger NVSLBOilfield Services/ Equipment$29.82$39.5833%85%39%Salesforce.com Inc.CRMSoftware$255.33$331.4630%86%15%Bath & Body Works Inc.BBWIApparel, Footwear Retail$69.70$90.2129%86%133%Electronic Arts Inc.EARecreational Products$134.46$173.7829%77%-6%Phillips 66PSXOil Refining/ Marketing$72.45$93.5029%79%8%Medtronic PLCMDTMedical Specialties$104.47$134.5229%85%-9%Teleflex Inc.TFXMedical Specialties$330.89$424.1128%75%-19%General Motors Co.GMMotor Vehicles$58.13$74.4528%84%40%Pioneer Natural Resources Co.PXDOil & Gas Production$181.28$231.6128%86%66%Synchrony FinancialSYFFinance, Rental, Leasing$46.26$58.7427%77%36%Comcast Corp. Class ACMCSACable, Satellite TV$50.59$64.0827%79%-2%EOG Resources Inc.EOGOil & Gas Production$89.18$112.9427%79%89%Source: FactSetAlaska Air Group Inc. tops the list of analysts' favorite large-cap stocks for 2022. The shares were flat for 2021, as investors were understandably disappointed that the travel industry's recovery was stalled by new waves of coronavirus infections. Other travel and hospitality-related recovery plays on the list include Caesars Entertainment Inc.  and Southwest Airlines Co..There are four oil-related stocks on the list, three of which rose significantly during 2021. West Texas Crude oil  was up 59% for 2021 through Dec. 30 based on forward-month contracts, while the S&P 500 energy sector returned 54%.Other stocks on the list that performed very well during 2021 and are expected to do so again in 2022 include Generac Holdings Inc., Bath & Body Works Inc. and General Motors Co..Midcap stocks expected to show the biggest gainsThe lists of \"favorite\" stocks are confined to those covered by at least five analysts. Among components of the S&P 400 Mid Cap Index, that leaves 92 stocks with at least 75% \"buy\" ratings. Here at the 20 expected to rise the most over the next year:CompanyTickerIndustryClosing price -- Dec. 30Consensus price targetImplied 12-month upside potentialShare \"buy\" ratingsTotal return -- 2021 through Dec. 30Sunrun Inc.RUNAlternative Power Generation$34.01$72.61113%77%-51%Digital Turbine Inc.APPSSoftware$62.84$104.0065%100%11%Jazz Pharmaceuticals Public Ltd. Co.JAZZPharmaceuticals$128.26$200.8957%90%-22%Lithia Motors Inc.LADSpecialty Stores$297.17$460.3155%80%2%Cerence Inc.CRNCSoftware$77.59$119.4254%100%-23%Callaway Golf Co.ELYRecreational Products$27.63$41.5050%77%15%Ziff Davis Inc.ZDInternet Software, Services$111.37$166.8850%100%31%Victoria's Secret & Co.VSCOApparel, Footwear Retail$55.46$82.7349%82%N/ALiveRamp Holdings Inc.RAMPData Processing Services$49.07$73.1849%82%-33%PROG Holdings Inc.PRGFinance, Rental, Leasing$44.84$66.2948%75%-17%MillerKnoll Inc.MLKNOffice Equipment, Supplies$38.98$57.6048%80%17%ChampionX Corp.CHXChemicals: Specialty$20.01$29.0045%80%31%Darling Ingredients Inc.DARAgricultural Commodities, Milling$67.87$96.7943%100%18%Axon Enterprise Inc.AXONAerospace & Defense$156.07$222.4043%91%27%EQT Corp.EQTOil & Gas Production$22.04$31.3042%75%73%IAA Inc.IAASpecialty Stores$50.43$70.8841%90%-22%HealthEquity Inc.HQYInvestment Managers$43.86$61.5040%75%-37%Azenta Inc.AZTAElectronic Production Equipment$103.18$144.6040%83%53%Vontier CorpVNTTransportation$30.89$42.8239%77%-7%SailPoint Technologies Holdings Inc.SAILSoftware$48.85$67.6739%93%-8%Source: FactSetSmall-cap favorites for 2022Among the S&P Small Cap 600, 101 stocks covered by at least five analysts have at least 75% \"buy\" ratings. Analysts expect these 20 of the favored stocks to rise the most over the next 12 months:CompanyTickerIndustryClosing price -- Dec. 30Consensus price targetImplied 12-month upside potentialShare \"buy\" ratingsTotal return -- 2021 through Dec. 30UniQure NVQUREBiotechnology$20.87$63.78206%89%-42%Tactile Systems Technology Inc.TCMDMedical Specialties$19.23$52.25172%100%-57%Zynex Inc.ZYXIMedical Specialties$10.23$22.20117%80%-24%Cara Therapeutics Inc.CARABiotechnology$12.34$26.25113%75%-18%LendingTree Inc.TREEFinance, Rental, Leasing$121.91$238.7596%100%-55%Joint CorpJYNTHospital, Nursing Management$64.62$126.0095%83%146%Talos Energy Inc.TALOOil & Gas Production$10.07$19.0089%100%22%Renewable Energy Group Inc.REGIChemicals$42.78$79.8687%80%-40%LivePerson Inc.LPSNInternet Software, Services$36.59$64.3176%79%-41%BioLife Solutions Inc.BLFSMedical Specialties$37.44$63.4369%78%-6%OptimizeRx Corp.OPRXData Processing Services$61.14$103.0068%100%96%Cutera Inc.CUTRMedical Specialties$39.26$63.4061%100%63%Select Medical Holdings Corp.SEMHospital, Nursing Management$29.82$47.4059%80%9%Hibbett Inc.HIBBSpecialty Stores$72.00$112.1756%83%57%Palomar Holdings Inc.PLMRProperty/ Casualty Insurance$63.76$99.1455%78%-28%Coherus BioSciences Inc.CHRSBiotechnology$16.74$25.4352%86%-4%Celsius Holdings Inc.CELHBeverages: Non-Alcoholic$73.52$110.2150%75%46%James River Group Holdings Ltd.JRVRProperty/ Casualty Insurance$28.14$41.8649%75%-41%NeoGenomics Inc.NEOMedical/ Nursing Services$34.15$50.1847%92%-37%Vericel Corp.VCELMedical Specialties$40.11$58.4646%100%30%Source: FactSetAll 30 components of the Dow Jones Industrial AverageHere they are, ranked by how much analysts expect them to rise over the next year:CompanyTickerIndustryClosing price -- Dec. 30Consensus price targetImplied 12-month upside potentialShare \"buy\" ratingsTotal return -- 2021 through Dec. 30Salesforce.com Inc.CRMSoftware$255.33$331.4630%86%15%Boeing Co.BAAerospace & Defense$202.71$259.6128%73%-5%Visa Inc. Class AVFinance, Rental, Leasing$217.87$272.6225%92%0%Walt Disney Co.DISCable, Satellite TV$155.93$193.2924%70%-14%Merck & Co. Inc.MRKPharmaceuticals$77.14$92.7020%60%2%Goldman Sachs Group Inc.GSInvestment Banks, Brokers$385.52$458.9719%67%49%Walmart Inc.WMTFood Retail$143.17$169.9219%80%1%Dow Inc.DOWChemicals$56.78$66.6217%36%7%American Express Co.AXPFinance, Rental, Leasing$164.16$191.3517%46%37%Honeywell International Inc.HONIndustrial Conglomerates$207.11$238.2715%48%-1%Caterpillar Inc.CATTrucks, Construction, Farm Machinery$206.08$235.5714%52%16%Verizon Communications Inc.VZTelecommunications$52.25$59.5714%27%-7%JPMorgan Chase & Co.JPMMajor Banks$158.48$179.7013%61%28%Chevron Corp.CVXIntegrated Oil$117.43$130.7411%67%46%Nike Inc. Class BNKEApparel, Footwear$167.49$185.8911%77%19%Microsoft Corp.MSFTSoftware$339.32$370.519%90%54%3M Co.MMMIndustrial Conglomerates$177.64$192.068%14%5%Coca-Cola Co.KOBeverages: Non-Alcoholic$58.78$62.677%61%11%Johnson & JohnsonJNJPharmaceuticals$172.31$183.717%50%12%Intel Corp.INTCSemiconductors$51.74$54.916%27%7%International Business Machines Corp.IBMInformation Technology Services$133.91$142.076%28%17%Amgen Inc.AMGNBiotechnology$226.47$238.095%31%2%Travelers Companies Inc.TRVMulti-Line Insurance$156.81$164.065%26%14%McDonald’s Corp.MCDRestaurants$267.21$276.063%70%27%Home Depot Inc.HDHome Improvement Chains$409.94$416.832%65%58%Walgreens Boots Alliance Inc.WBADrugstore Chains$51.99$52.802%5%35%UnitedHealth Group Inc.UNHManaged Health Care$504.43$504.200%86%46%Apple Inc.AAPLTelecommunications Equipment$178.20$175.81-1%79%35%Cisco Systems Inc.CSCOInformation Technology Services$63.62$62.69-1%54%46%Procter & Gamble Co.PGHousehold, Personal Care$162.77$156.67-4%54%20%Source: FactSet","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952717343,"gmtCreate":1674970884283,"gmtModify":1676538968836,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952717343","repostId":"1140083087","repostType":4,"repost":{"id":"1140083087","pubTimestamp":1674955482,"share":"https://ttm.financial/m/news/1140083087?lang=&edition=fundamental","pubTime":"2023-01-29 09:24","market":"us","language":"en","title":"Fed Set to Shrink Rate Hikes Again as Inflation Slows","url":"https://stock-news.laohu8.com/highlight/detail?id=1140083087","media":"Bloomberg","summary":"US jobs report may point to possible soft landing for economyECB, BOE seen raising rates while Brazi","content":"<html><head></head><body><ul><li>US jobs report may point to possible soft landing for economy</li><li>ECB, BOE seen raising rates while Brazil stays on hold</li></ul><p><img src=\"https://static.tigerbbs.com/e5cd79c8e9e28144887d0ae592c5c50b\" tg-width=\"1000\" tg-height=\"666\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Federal Reserve officials are set to shift down the pace of interest-rate hikes again in the coming week amid signs of slowing inflation, while Friday’s jobs report may show steady demand for workers that improves the chances of a soft landing for the the world’s largest economy.</p><p>Policy makers are poised to raise their benchmark federal funds rateby a quarter percentage pointon Wednesday, to a range of 4.5% to 4.75%, dialing back the size of the increase for a second-straight meeting.</p><p>The move would follow a slew of recent data suggesting the Fed’s aggressive campaign to slow inflation is working.</p><p>“I expect that we will raise rates a few more times this year, though, to my mind, the days of us raising them 75 basis points at a time have surely passed,” Philadelphia Fed President Patrick Harkersaid in a Jan. 20 speech. “Hikes of 25 basis points will be appropriate going forward.”</p><p><img src=\"https://static.tigerbbs.com/c9347164d4cb8eac2800160289e2a05f\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Key questions for Fed Chair Jerome Powell at his post-meeting press conference will be how much higher the central bank intends to raise rates, and what officials need to see before pausing.</p><p>Fed officials have made clear they also want to see evidence that supply and demand imbalances in the labor market are starting to improve.</p><p>Hiring probably slowed in January, according to economists surveyed by Bloomberg, who projected employers added 185,000 jobs compared with 223,000 in December. They see the unemployment rate ticking up to 3.6%, still near a five-decade low, and expect average hourly earnings rose 4.3% from a year earlier, a slowdown from the prior month, according to their median estimate.</p><p>The Fed will get another important read on inflation Tuesday when the Labor Department releases the Employment Cost Index, a broad measure of wages and benefits. Figures on job openings for December are also due Wednesday, as well as a January survey of manufacturers.</p><blockquote>“The Fed faces a dilemma: On the one hand, inflation data has come in softer than expected, and activity indicators have shown slowing momentum over the past month; on the other, financial conditions have eased as traders believe the Fed will soon switch to rate cuts. The data would justify smaller rate hikes, but the Fed is likely to see easier financial conditions — while inflation remains uncomfortably above-target — as a reason to act hawkishly.”</blockquote><blockquote>—Anna Wong, Eliza Winger and Niraj Shah, economists. For full analysis,click here</blockquote><p>Elsewhere, the day after the Fed, the European Central Bank and the Bank of England will each probably raise rates by a half point, after euro-zone data are likely to showslowing inflationand a stagnating economy. Meanwhile, surveys from China might reveal improvement, Brazil’s central bank may keep borrowing costs unchanged, and the International Monetary Fund will publish its latest global economic forecasts.</p><p><img src=\"https://static.tigerbbs.com/2ea25ce452d1e9284eb58df2f779cd7c\" tg-width=\"934\" tg-height=\"617\" width=\"100%\" height=\"auto\"/></p><h2>Asia</h2><p>China returns to work after the Lunar New Year holiday with thestrength of its economyin close focus.</p><p>Official PMIs due on Tuesday are likely to improve sharply from December’s dismal readings, but the manufacturing sector is still not expected to return to a clear expansion. They’ll be followed by PMIs from across Asia on Wednesday.</p><p>Japan releases factory output, retail sales and jobless figures that may cast doubt on the strength of the economy’s rebound from a summer contraction.</p><p>India unveils its latestbudgetin the middle of the week as policy makers there try to keep growth on track while reining in the deficit.</p><p><img src=\"https://static.tigerbbs.com/6bfa66ec31a19cb20218c965a11d5eac\" tg-width=\"975\" tg-height=\"551\" width=\"100%\" height=\"auto\"/></p><p>Export figures from South Korea will provide a pulse check on global commerce on Wednesday, while inflation figures the next day will be closely scrutinized by the Bank of Korea.</p><p>Trade figures are also due from New Zealand, though jobless figures will be the main concern for the RBNZ as it mulls the possibility of smaller rate hikes.</p><p>The Reserve Bank of Australia will be keeping an eye on house prices and retail sales data in the run-up to its rate decision the following week.</p><h2>Europe, Middle East, Africa</h2><p>Major rate decisions will dominate the news in Europe, with the first meetings of the year at central banks in both the euro zone and the UK.</p><p>Before the ECB on Thursday, key data will draw attention forclues on the path for policy. Economists are split on whether GDP for the euro area on Tuesday will show a contraction in the fourth quarter — potentially heralding a recession — or whether the region avoided a slump.</p><p><img src=\"https://static.tigerbbs.com/fd22500bcb257b9d4664eef4c0b5172c\" tg-width=\"959\" tg-height=\"535\" width=\"100%\" height=\"auto\"/></p><p>The next day, euro-zone inflation in January is anticipated to have slowed for a third month, though a small minority of forecasters predict an acceleration.</p><p>Growth and consumer-price data from the region’s three biggest economies — Germany, France and Italy — are also due in the first half of the week, making it a busy few days for investors.</p><p>The so-called core underlying measure of inflation may show just a slight weakening. That gauge is drawing more focus from officials justifying further aggression on policy tightening.</p><p>The ECB decision itself is almost certain to feature both ahalf-point rate increaseand more details of the plan to wind down bond holdings built up over years of quantitative easing.</p><p>Given President Christine Lagarde’s penchant for hinting at future decisions, investors may focus on any outlook she divulges for March in her press conference, at a time when officials are increasingly at odds over whether to slow tightening.</p><p><img src=\"https://static.tigerbbs.com/c979d8da0a4318e5540f569f2dcb7be5\" tg-width=\"952\" tg-height=\"898\" width=\"100%\" height=\"auto\"/></p><p>TheBOE decisionwill also take place on Thursday, and may too feature a half-point rate increase. That would extend the UK’s quickest monetary tightening in three decades. Whileinflationhas fallen in each of the past two months, it remains five times the central bank’s 2% target.</p><p>That day, too, theCzech central bankis likely to keep rates unchanged at the highest level since 1999 and present a fresh inflation outlook.</p><p>Looking south, Ghana is expected to raise borrowing costs on Monday after faster-than-expected price growth in the last two months of 2022 and renewed volatility in the cedi, as the country negotiates arestructuring planfor its debt.</p><p>The same day,Kenyan policy makersare poised to slow tightening after inflation eased for two straight months. They’re expected to raise borrowing costs by a quarter-percentage point.</p><p>Egypt, where the yield onlocal Treasury billshas already widened to a record over peers in emerging markets, may hike rates again on Thursday with inflation running at a five-year high.</p><h2>Latin America</h2><p>Mexico this week becomes the first of the region’s big economies to post Oct-Dec output. Most analysts see GDP grinding lower for a third straight quarter, and more than a few forecast a mild recession some time in 2023.</p><p><img src=\"https://static.tigerbbs.com/c06faa233794aede01e939fe9ffb23df\" tg-width=\"938\" tg-height=\"650\" width=\"100%\" height=\"auto\"/></p><p>December remittance data due at midweek are likely to comfortably push the full-2022 figure over $57 billion, easily bettering the previous record annual haul of $51.6 billion set in 2021.</p><p>Chile over the course of three days posts at least seven economic indicators, led by the December GDP-proxy reading that’s expected to be consistent with an economy tipping into recession.</p><p>In Colombia, the readout of the central bank’s Jan. 27 gathering — where policy makers extended a record hiking campaign — will be posted on Tuesday. At 12.75%,BanRepmay be nearing its terminal rate.</p><p><img src=\"https://static.tigerbbs.com/329a91da78fe020ca6d249eb6b8fab4c\" tg-width=\"957\" tg-height=\"581\" width=\"100%\" height=\"auto\"/></p><p>In Brazil, look for the broadest measure of inflation to have slowed in January while industrial output continues to struggle.</p><p>With inflation now only making glacial progress back to target, Brazilian central bankers this week have little choice but to keep the key rate at 13.75% for a fourth meeting. Economists surveyed by the bank see just229 basis points of slowingover the next four years, which would mean missing the target for a seventh straight year in 2025.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Set to Shrink Rate Hikes Again as Inflation Slows</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Set to Shrink Rate Hikes Again as Inflation Slows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-29 09:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-28/fed-latest-us-central-bank-set-to-shrink-rate-hikes-again-as-inflation-slows?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US jobs report may point to possible soft landing for economyECB, BOE seen raising rates while Brazil stays on holdFederal Reserve officials are set to shift down the pace of interest-rate hikes again...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-28/fed-latest-us-central-bank-set-to-shrink-rate-hikes-again-as-inflation-slows?srnd=premium\">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.bloomberg.com/news/articles/2023-01-28/fed-latest-us-central-bank-set-to-shrink-rate-hikes-again-as-inflation-slows?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140083087","content_text":"US jobs report may point to possible soft landing for economyECB, BOE seen raising rates while Brazil stays on holdFederal Reserve officials are set to shift down the pace of interest-rate hikes again in the coming week amid signs of slowing inflation, while Friday’s jobs report may show steady demand for workers that improves the chances of a soft landing for the the world’s largest economy.Policy makers are poised to raise their benchmark federal funds rateby a quarter percentage pointon Wednesday, to a range of 4.5% to 4.75%, dialing back the size of the increase for a second-straight meeting.The move would follow a slew of recent data suggesting the Fed’s aggressive campaign to slow inflation is working.“I expect that we will raise rates a few more times this year, though, to my mind, the days of us raising them 75 basis points at a time have surely passed,” Philadelphia Fed President Patrick Harkersaid in a Jan. 20 speech. “Hikes of 25 basis points will be appropriate going forward.”Key questions for Fed Chair Jerome Powell at his post-meeting press conference will be how much higher the central bank intends to raise rates, and what officials need to see before pausing.Fed officials have made clear they also want to see evidence that supply and demand imbalances in the labor market are starting to improve.Hiring probably slowed in January, according to economists surveyed by Bloomberg, who projected employers added 185,000 jobs compared with 223,000 in December. They see the unemployment rate ticking up to 3.6%, still near a five-decade low, and expect average hourly earnings rose 4.3% from a year earlier, a slowdown from the prior month, according to their median estimate.The Fed will get another important read on inflation Tuesday when the Labor Department releases the Employment Cost Index, a broad measure of wages and benefits. Figures on job openings for December are also due Wednesday, as well as a January survey of manufacturers.“The Fed faces a dilemma: On the one hand, inflation data has come in softer than expected, and activity indicators have shown slowing momentum over the past month; on the other, financial conditions have eased as traders believe the Fed will soon switch to rate cuts. The data would justify smaller rate hikes, but the Fed is likely to see easier financial conditions — while inflation remains uncomfortably above-target — as a reason to act hawkishly.”—Anna Wong, Eliza Winger and Niraj Shah, economists. For full analysis,click hereElsewhere, the day after the Fed, the European Central Bank and the Bank of England will each probably raise rates by a half point, after euro-zone data are likely to showslowing inflationand a stagnating economy. Meanwhile, surveys from China might reveal improvement, Brazil’s central bank may keep borrowing costs unchanged, and the International Monetary Fund will publish its latest global economic forecasts.AsiaChina returns to work after the Lunar New Year holiday with thestrength of its economyin close focus.Official PMIs due on Tuesday are likely to improve sharply from December’s dismal readings, but the manufacturing sector is still not expected to return to a clear expansion. They’ll be followed by PMIs from across Asia on Wednesday.Japan releases factory output, retail sales and jobless figures that may cast doubt on the strength of the economy’s rebound from a summer contraction.India unveils its latestbudgetin the middle of the week as policy makers there try to keep growth on track while reining in the deficit.Export figures from South Korea will provide a pulse check on global commerce on Wednesday, while inflation figures the next day will be closely scrutinized by the Bank of Korea.Trade figures are also due from New Zealand, though jobless figures will be the main concern for the RBNZ as it mulls the possibility of smaller rate hikes.The Reserve Bank of Australia will be keeping an eye on house prices and retail sales data in the run-up to its rate decision the following week.Europe, Middle East, AfricaMajor rate decisions will dominate the news in Europe, with the first meetings of the year at central banks in both the euro zone and the UK.Before the ECB on Thursday, key data will draw attention forclues on the path for policy. Economists are split on whether GDP for the euro area on Tuesday will show a contraction in the fourth quarter — potentially heralding a recession — or whether the region avoided a slump.The next day, euro-zone inflation in January is anticipated to have slowed for a third month, though a small minority of forecasters predict an acceleration.Growth and consumer-price data from the region’s three biggest economies — Germany, France and Italy — are also due in the first half of the week, making it a busy few days for investors.The so-called core underlying measure of inflation may show just a slight weakening. That gauge is drawing more focus from officials justifying further aggression on policy tightening.The ECB decision itself is almost certain to feature both ahalf-point rate increaseand more details of the plan to wind down bond holdings built up over years of quantitative easing.Given President Christine Lagarde’s penchant for hinting at future decisions, investors may focus on any outlook she divulges for March in her press conference, at a time when officials are increasingly at odds over whether to slow tightening.TheBOE decisionwill also take place on Thursday, and may too feature a half-point rate increase. That would extend the UK’s quickest monetary tightening in three decades. Whileinflationhas fallen in each of the past two months, it remains five times the central bank’s 2% target.That day, too, theCzech central bankis likely to keep rates unchanged at the highest level since 1999 and present a fresh inflation outlook.Looking south, Ghana is expected to raise borrowing costs on Monday after faster-than-expected price growth in the last two months of 2022 and renewed volatility in the cedi, as the country negotiates arestructuring planfor its debt.The same day,Kenyan policy makersare poised to slow tightening after inflation eased for two straight months. They’re expected to raise borrowing costs by a quarter-percentage point.Egypt, where the yield onlocal Treasury billshas already widened to a record over peers in emerging markets, may hike rates again on Thursday with inflation running at a five-year high.Latin AmericaMexico this week becomes the first of the region’s big economies to post Oct-Dec output. Most analysts see GDP grinding lower for a third straight quarter, and more than a few forecast a mild recession some time in 2023.December remittance data due at midweek are likely to comfortably push the full-2022 figure over $57 billion, easily bettering the previous record annual haul of $51.6 billion set in 2021.Chile over the course of three days posts at least seven economic indicators, led by the December GDP-proxy reading that’s expected to be consistent with an economy tipping into recession.In Colombia, the readout of the central bank’s Jan. 27 gathering — where policy makers extended a record hiking campaign — will be posted on Tuesday. At 12.75%,BanRepmay be nearing its terminal rate.In Brazil, look for the broadest measure of inflation to have slowed in January while industrial output continues to struggle.With inflation now only making glacial progress back to target, Brazilian central bankers this week have little choice but to keep the key rate at 13.75% for a fourth meeting. Economists surveyed by the bank see just229 basis points of slowingover the next four years, which would mean missing the target for a seventh straight year in 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966407688,"gmtCreate":1669603257844,"gmtModify":1676538212173,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9966407688","repostId":"1198835584","repostType":4,"repost":{"id":"1198835584","pubTimestamp":1669589744,"share":"https://ttm.financial/m/news/1198835584?lang=&edition=fundamental","pubTime":"2022-11-28 06:55","market":"us","language":"en","title":"Jobs, Housing Data, GDP Bring Investors Into December: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1198835584","media":"Yahoo Finance","summary":"Investors returning from the Thanksgiving holiday will face a deluge of economic releases in the wee","content":"<html><head></head><body><p>Investors returning from the Thanksgiving holiday will face a deluge of economic releases in the week ahead as Wall Street heads into the final month of 2022 and braces for the Federal Reserve’s last interest rate hike of the year.</p><p><img src=\"https://static.tigerbbs.com/07e084694ac7c797625be53771937802\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>The government’s monthly employment report, data on the housing market, a second look at GDP growth, PCE inflation, and a reading on consumer confidence are among the many highlights of a busy economic calendar in the coming days.</p><p>The Labor Department’s latest employment report, set for release at 8:30 a.m. ET Friday morning, will highlight the schedule.</p><p>Economists expect nonfarm payrolls rose by 200,000 last month, according to estimates from Bloomberg. If realized, the number would mark another downtrend in the labor market but reflect still-robust hiring on a historical basis.</p><p>Strong labor market readings havestoked worries that Fed officials will stay the courseon aggressive rate hikes and overshoot on monetary tightening.</p><p>“Recent monthly data from the advanced economies have tended to exceed analysts’ gloomy expectations, “ Capital Economics chief global economist Jennifer McKeown said in a recent note. “However, this resilience probably also reflects a lag before higher interest rates transmit to the economy and firms are forced to reduce employment.”</p><p>On the inflation front, investors will be watching the personal consumption expenditures&#39; (PCE) price index out Thursday to see whether the recent trend of easing inflation holds up. On a monthly basis, PCE is expected to show a 0.4% rise in October, up from 0.3% during the prior month, according to Bloomberg estimates. Over the prior year, PCE inflation is expected to have eased to a rate of 6% from 6.2% previously.</p><p>According to Bank of America’sNovember fund manager survey, investors do not expect the Fed to pivot – or change course on rate hikes – until U.S. PCE inflation falls below 4%.</p><p>For traders, this year&#39;s action has been all about what the Federal Reserve will do next, and fresh economic figures should offer clues about whether a 50- or 75-basis-point increase in the Fed&#39;s benchmark interest rate range awaits investors in mid-December.</p><p>As of Sunday morning,markets were pricing ina roughly 75% chance the Federal Reserve will deliver a 50-basis-point rate hike following the conclusion of its next meeting on December 15, data from the CME Group showed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fa8de8c2a5adf749e95d135caffd002\" tg-width=\"705\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/><span>Federal Reserve Board Chairman Jerome Powell arrives to speak during a news conference in Washington, DC, on November 2, 2022.</span></p><p>Areadout of minutes from the Fed’s November meetingalso indicated a “substantial majority” of officials believe it will soon be time to slow the current pace of increases. But a strong November jobs report and higher than expected PCE figure may dash deceleration hopes.</p><p>“It’s premature in my mind to take anything off the table,” San Francisco Fed PresidentMary Daly said last weekwhen asked whether a 75-basis point rate hike is still possible. “I’m going into the [Fed&#39;s December 14-15] meeting with the full range of adjustments that we could make on the table and not taking off prematurely.”</p><p>While investors are hopeful for a meaningful slowdown in inflation and a subsequent policy shift over the next year, some Wall Street strategists are raising doubts about the Federal Reserve’s ability to fulfill its goals of maximum employment, stable prices, and moderate long-term interest rates.</p><p>Strategists at theBlackRock Investment Institute warned last weekglobal investors are in a “new macro regime where central banks are causing recessions rather than coming to the rescue.”</p><p>“That is clear in the rate path of major central banks set to overtighten policy as they battle inflation,” BlackRock&#39;s team, led by Jean Boivin, said in weekly commentary. “We think they will eventually pause but not cut rates when confronted with the damage of sharp rate hikes – that could be the reality of recession or the appearance of financial cracks, as seen in the U.K.”</p><p>Billionaire hedge funder Bill Ackman alsosaid in a recent call with investorsinterest rates are &#34;meaningfully below where they are going to go,” and the firm does not believe the Federal Reserve will be able to get inflation back to a consistent 2% level.</p><p>&#34;We think that is, of course, a risk for equities,&#34; Ackman said. &#34;And part of our thesis is we think inflation is going to be structurally higher.&#34;</p><p>Elsewhere in economic data this week, a second estimate of third-quarter GDP, Case-Shiller home price data, manufacturing activity gauges, and the Conference Board’s measure of consumer confidence are all on tap.</p><p>Investors are ready to close the curtains on the latest earnings season, but some standout reports will still be released, including Hewlett Packard Enterprise (HPE), Salesforce (CRM), Dollar General (DG), and Kroger (KR).</p><p>Last week, U.S. markets continued to build on recent moment in a week of trading shortened by the Thanksgiving holiday.</p><p>The S&amp;P 500ended modestly loweron Black Friday but finished the week in the green, up roughly 1.5%. The Dow Jones Industrial Average and Nasdaq Composite also advanced over the three and a half-day trading period, each rising 1.8% and 0.7%, respectively.</p><h2>Economic Calendar</h2><p><b>Monday:</b> <b><i>Dallas Fed Manufacturing Activity</i></b>, November (-23.0 expected, -19.4 during prior month)</p><p><b>Tuesday:</b> <b><i>FHFA Housing Pricing Index</i></b>, September (-1.3% expected, -0.7% during prior month); <b><i>House Price Purchasing Index</i></b>, Q3 (4.0% during prior quarter); <b><i>S&amp;P CoreLogic Case-Shiller 20-City Composite</i></b>, month-over-month, September (-1.15% expected, -1.32% during prior month); <b><i>S&amp;P CoreLogic Case-Shiller 20-City Composite</i></b>, year-over-year, September (10.65% expected, 13.08% during prior month); <b><i>S&amp;P CoreLogic Case-Shiller U.S. National Home Price Index</i></b>(12.99% during prior month); <b><i>Conference Board Consumer Confidence</i></b>, November (100.0 expected, 102.5 during prior month)</p><p><b>Wednesday:</b> <b><i>MBA Mortgage Applications</i></b>, week ended Nov. 25 (2.2% during prior week); <b><i>ADP Employment Change</i></b>, November (195,000 expected, 239,000 during prior month); <b><i>GDP Annualized</i></b>, quarter-over-quarter, Q3 second estimate (2.7% expected, 2.6% prior estimate);<b><i>Personal Consumption</i></b>, quarter-over-quarter, Q3 second estimate (1.5% expected, 1.4% prior estimate); <b><i>GDP Price Index</i></b>, quarter-over-quarter, Q3 second estimate (4.1% expected, 4.1% prior estimate); <b><i>Core PCE</i></b>, quarter-over-quarter, Q3 second estimate (4.5% prior estimate); <b><i>Advance Goods Trade Balance</i></b>, September (-$90.2 billion expected, -$92.2 billion during prior month); <b><i>Wholesale Inventories</i></b>, month-over-month, October preliminary (0.5% expected, 0.6% during prior month); <b><i>Retail Inventories</i></b>, month-over-month, October (0.4% during prior month);<b><i>MNI Chicago PMI,</i></b>November (47.0 expected, 45.2 during prior month); <b><i>PendingHome Sales</i></b>, month-over-month, October (-5.2% expected, -10.2% during prior month); <b><i>JOLTS Job Openings</i></b>, October (10.325 million expected, 10.717 million during prior month); <b><i>Federal Reserve Beige Book</i></b></p><p><b>Thursday:</b> <b><i>Challenger Job Cuts</i></b>, year-over-year, November (48.3% during prior month); <b><i>Personal Income</i></b>, October (0.4% expected, 0.4% during prior month); <b><i>Personal Spending</i></b>, October (0.6% expected, 0.8% during prior month); <b><i>PCE Deflator</i></b>, month-over-month, October (0.4% expected, 0.3% during prior month);<b><i>PCE Deflator</i></b>, year-over-year, October (6.0% expected, 6.2% during prior month); <b><i>PCE Core Deflator</i></b>, month-over-month, October (0.3% expected, 0.5% during prior month); <b><i>PCE Core Deflator</i></b>, year-over-year, October (5.0% expected, 5.1% during prior month); <b><i>Initial Jobless Claims</i></b>, week ended Nov. 26 (240,000 during prior week); <b><i>Continuing Claims,</i></b>week ended Nov. 19 (1.551 million during prior week); <b><i>S&amp;P Global U.S. Manufacturing PMI</i></b>, November final (49.8 expected, 50.2 during prior month); <b><i>Construction Spending</i></b>, month-over-month, October (-0.2% expected, -0.2% during prior month); <b><i>ISM Manufacturing</i></b>, November (49.8 expected, 50.2 during prior month); <b><i>ISM Prices Paid</i></b>, November (46.6 during prior month); <b><i>ISM New Orders</i></b>, September (49.2 during prior month); <b><i>ISM Employment</i></b>, November (50.0 during prior month); <b><i>WARDS Total Vehicle Sales</i></b>, November (14.90 million expected, 14.90 prior month)</p><p><b>Friday:</b><b><i>Change in Nonfarm Payrolls</i></b>, November (200,000 expected, 216,000 during prior month); <b><i>Unemployment Rate</i></b>, November (3.7% expected, 3.7% during prior month); <b><i>Average Hourly Earnings</i></b>, month-over-month, November (0.3% expected, 0.4% during prior month);<b><i>Average Hourly Earnings</i></b>, year-over-year, November (4.6% expected, 4.7% prior month); <b><i>Average Weekly Hours All Employees</i></b>, November (34.5 expected, 34.5 during prior month); <b><i>Labor Force Participation Rate</i></b>, November (62.3% expected, 62.3% during prior month); <b><i>Underemployment Rate</i></b>, November (60.8% prior month)</p><p>—</p><h2><b>Earnings Calendar</b></h2><p><img src=\"https://static.tigerbbs.com/a40d1324fad197369d0fd7fc5d75b1b5\" tg-width=\"2027\" tg-height=\"1426\" referrerpolicy=\"no-referrer\"/></p><p><b>Monday:</b> Arrowhead (ARWR), AZEK (AZEK)</p><p><b>Tuesday:</b> Baozun (BZUN), Bilibili (BILI), Compass Minerals (CMP), CrowdStrike (CRWD), Hewlett Packard Enterprise (HPE), Hibbett (HIBB), Intuit (INTU), NetApp (NTAP), Workday (WDAY)</p><p><b>Wednesday:</b> Donaldson (DCI), Five Below (FIVE), Frontline (FRO), Hormel Foods (HRL), La-Z-Boy (LZB), Nutanix (NTNX), Okta (OKTA), Petco Health and Wellness (WOOF), Pure Storage (PSTG), PVH (PVH), Royal Bank of Canada (RY), Salesforce (CRM), Snowflake (SNOW), Splunk (SPLK), Synopsys (SNPS), Titan Machinery (TITN), Victoria&#39;s Secret (VSCO)</p><p><b>Thursday:</b> Ambarella (AMBA), American Outdoor Brands (AOUT), Big Lots (BIG), ChargePoint (CHPT), Designer Brands (DBI), Dollar General (DG), G-III Apparel (GIII), Kroger (KR), Li Auto (LI), Manchester United (MANU), Marvell Technology (MRVL), Patterson Companies (PDCO), Toronto-Dominion Bank (TD), Ulta Beauty (ULTA), Veeva Systems (VEEV), Weber (WEBR), Zscaler (ZS)</p><p><b>Friday:</b> Cracker Barrel (CBRL), Genesco (GCO)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jobs, Housing Data, GDP Bring Investors Into December: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJobs, Housing Data, GDP Bring Investors Into December: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 06:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-lookahead-november-jobs-report-federal-reserve-182021843.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors returning from the Thanksgiving holiday will face a deluge of economic releases in the week ahead as Wall Street heads into the final month of 2022 and braces for the Federal Reserve’s last ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-lookahead-november-jobs-report-federal-reserve-182021843.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/stock-market-lookahead-november-jobs-report-federal-reserve-182021843.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198835584","content_text":"Investors returning from the Thanksgiving holiday will face a deluge of economic releases in the week ahead as Wall Street heads into the final month of 2022 and braces for the Federal Reserve’s last interest rate hike of the year.The government’s monthly employment report, data on the housing market, a second look at GDP growth, PCE inflation, and a reading on consumer confidence are among the many highlights of a busy economic calendar in the coming days.The Labor Department’s latest employment report, set for release at 8:30 a.m. ET Friday morning, will highlight the schedule.Economists expect nonfarm payrolls rose by 200,000 last month, according to estimates from Bloomberg. If realized, the number would mark another downtrend in the labor market but reflect still-robust hiring on a historical basis.Strong labor market readings havestoked worries that Fed officials will stay the courseon aggressive rate hikes and overshoot on monetary tightening.“Recent monthly data from the advanced economies have tended to exceed analysts’ gloomy expectations, “ Capital Economics chief global economist Jennifer McKeown said in a recent note. “However, this resilience probably also reflects a lag before higher interest rates transmit to the economy and firms are forced to reduce employment.”On the inflation front, investors will be watching the personal consumption expenditures' (PCE) price index out Thursday to see whether the recent trend of easing inflation holds up. On a monthly basis, PCE is expected to show a 0.4% rise in October, up from 0.3% during the prior month, according to Bloomberg estimates. Over the prior year, PCE inflation is expected to have eased to a rate of 6% from 6.2% previously.According to Bank of America’sNovember fund manager survey, investors do not expect the Fed to pivot – or change course on rate hikes – until U.S. PCE inflation falls below 4%.For traders, this year's action has been all about what the Federal Reserve will do next, and fresh economic figures should offer clues about whether a 50- or 75-basis-point increase in the Fed's benchmark interest rate range awaits investors in mid-December.As of Sunday morning,markets were pricing ina roughly 75% chance the Federal Reserve will deliver a 50-basis-point rate hike following the conclusion of its next meeting on December 15, data from the CME Group showed.Federal Reserve Board Chairman Jerome Powell arrives to speak during a news conference in Washington, DC, on November 2, 2022.Areadout of minutes from the Fed’s November meetingalso indicated a “substantial majority” of officials believe it will soon be time to slow the current pace of increases. But a strong November jobs report and higher than expected PCE figure may dash deceleration hopes.“It’s premature in my mind to take anything off the table,” San Francisco Fed PresidentMary Daly said last weekwhen asked whether a 75-basis point rate hike is still possible. “I’m going into the [Fed's December 14-15] meeting with the full range of adjustments that we could make on the table and not taking off prematurely.”While investors are hopeful for a meaningful slowdown in inflation and a subsequent policy shift over the next year, some Wall Street strategists are raising doubts about the Federal Reserve’s ability to fulfill its goals of maximum employment, stable prices, and moderate long-term interest rates.Strategists at theBlackRock Investment Institute warned last weekglobal investors are in a “new macro regime where central banks are causing recessions rather than coming to the rescue.”“That is clear in the rate path of major central banks set to overtighten policy as they battle inflation,” BlackRock's team, led by Jean Boivin, said in weekly commentary. “We think they will eventually pause but not cut rates when confronted with the damage of sharp rate hikes – that could be the reality of recession or the appearance of financial cracks, as seen in the U.K.”Billionaire hedge funder Bill Ackman alsosaid in a recent call with investorsinterest rates are \"meaningfully below where they are going to go,” and the firm does not believe the Federal Reserve will be able to get inflation back to a consistent 2% level.\"We think that is, of course, a risk for equities,\" Ackman said. \"And part of our thesis is we think inflation is going to be structurally higher.\"Elsewhere in economic data this week, a second estimate of third-quarter GDP, Case-Shiller home price data, manufacturing activity gauges, and the Conference Board’s measure of consumer confidence are all on tap.Investors are ready to close the curtains on the latest earnings season, but some standout reports will still be released, including Hewlett Packard Enterprise (HPE), Salesforce (CRM), Dollar General (DG), and Kroger (KR).Last week, U.S. markets continued to build on recent moment in a week of trading shortened by the Thanksgiving holiday.The S&P 500ended modestly loweron Black Friday but finished the week in the green, up roughly 1.5%. The Dow Jones Industrial Average and Nasdaq Composite also advanced over the three and a half-day trading period, each rising 1.8% and 0.7%, respectively.Economic CalendarMonday: Dallas Fed Manufacturing Activity, November (-23.0 expected, -19.4 during prior month)Tuesday: FHFA Housing Pricing Index, September (-1.3% expected, -0.7% during prior month); House Price Purchasing Index, Q3 (4.0% during prior quarter); S&P CoreLogic Case-Shiller 20-City Composite, month-over-month, September (-1.15% expected, -1.32% during prior month); S&P CoreLogic Case-Shiller 20-City Composite, year-over-year, September (10.65% expected, 13.08% during prior month); S&P CoreLogic Case-Shiller U.S. National Home Price Index(12.99% during prior month); Conference Board Consumer Confidence, November (100.0 expected, 102.5 during prior month)Wednesday: MBA Mortgage Applications, week ended Nov. 25 (2.2% during prior week); ADP Employment Change, November (195,000 expected, 239,000 during prior month); GDP Annualized, quarter-over-quarter, Q3 second estimate (2.7% expected, 2.6% prior estimate);Personal Consumption, quarter-over-quarter, Q3 second estimate (1.5% expected, 1.4% prior estimate); GDP Price Index, quarter-over-quarter, Q3 second estimate (4.1% expected, 4.1% prior estimate); Core PCE, quarter-over-quarter, Q3 second estimate (4.5% prior estimate); Advance Goods Trade Balance, September (-$90.2 billion expected, -$92.2 billion during prior month); Wholesale Inventories, month-over-month, October preliminary (0.5% expected, 0.6% during prior month); Retail Inventories, month-over-month, October (0.4% during prior month);MNI Chicago PMI,November (47.0 expected, 45.2 during prior month); PendingHome Sales, month-over-month, October (-5.2% expected, -10.2% during prior month); JOLTS Job Openings, October (10.325 million expected, 10.717 million during prior month); Federal Reserve Beige BookThursday: Challenger Job Cuts, year-over-year, November (48.3% during prior month); Personal Income, October (0.4% expected, 0.4% during prior month); Personal Spending, October (0.6% expected, 0.8% during prior month); PCE Deflator, month-over-month, October (0.4% expected, 0.3% during prior month);PCE Deflator, year-over-year, October (6.0% expected, 6.2% during prior month); PCE Core Deflator, month-over-month, October (0.3% expected, 0.5% during prior month); PCE Core Deflator, year-over-year, October (5.0% expected, 5.1% during prior month); Initial Jobless Claims, week ended Nov. 26 (240,000 during prior week); Continuing Claims,week ended Nov. 19 (1.551 million during prior week); S&P Global U.S. Manufacturing PMI, November final (49.8 expected, 50.2 during prior month); Construction Spending, month-over-month, October (-0.2% expected, -0.2% during prior month); ISM Manufacturing, November (49.8 expected, 50.2 during prior month); ISM Prices Paid, November (46.6 during prior month); ISM New Orders, September (49.2 during prior month); ISM Employment, November (50.0 during prior month); WARDS Total Vehicle Sales, November (14.90 million expected, 14.90 prior month)Friday:Change in Nonfarm Payrolls, November (200,000 expected, 216,000 during prior month); Unemployment Rate, November (3.7% expected, 3.7% during prior month); Average Hourly Earnings, month-over-month, November (0.3% expected, 0.4% during prior month);Average Hourly Earnings, year-over-year, November (4.6% expected, 4.7% prior month); Average Weekly Hours All Employees, November (34.5 expected, 34.5 during prior month); Labor Force Participation Rate, November (62.3% expected, 62.3% during prior month); Underemployment Rate, November (60.8% prior month)—Earnings CalendarMonday: Arrowhead (ARWR), AZEK (AZEK)Tuesday: Baozun (BZUN), Bilibili (BILI), Compass Minerals (CMP), CrowdStrike (CRWD), Hewlett Packard Enterprise (HPE), Hibbett (HIBB), Intuit (INTU), NetApp (NTAP), Workday (WDAY)Wednesday: Donaldson (DCI), Five Below (FIVE), Frontline (FRO), Hormel Foods (HRL), La-Z-Boy (LZB), Nutanix (NTNX), Okta (OKTA), Petco Health and Wellness (WOOF), Pure Storage (PSTG), PVH (PVH), Royal Bank of Canada (RY), Salesforce (CRM), Snowflake (SNOW), Splunk (SPLK), Synopsys (SNPS), Titan Machinery (TITN), Victoria's Secret (VSCO)Thursday: Ambarella (AMBA), American Outdoor Brands (AOUT), Big Lots (BIG), ChargePoint (CHPT), Designer Brands (DBI), Dollar General (DG), G-III Apparel (GIII), Kroger (KR), Li Auto (LI), Manchester United (MANU), Marvell Technology (MRVL), Patterson Companies (PDCO), Toronto-Dominion Bank (TD), Ulta Beauty (ULTA), Veeva Systems (VEEV), Weber (WEBR), Zscaler (ZS)Friday: Cracker Barrel (CBRL), Genesco (GCO)","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966139962,"gmtCreate":1669433669957,"gmtModify":1676538196992,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966139962","repostId":"2286650311","repostType":4,"repost":{"id":"2286650311","pubTimestamp":1669426086,"share":"https://ttm.financial/m/news/2286650311?lang=&edition=fundamental","pubTime":"2022-11-26 09:28","market":"us","language":"en","title":"Apple: Ignore The Zero-COVID Policy And Manchester United Noise","url":"https://stock-news.laohu8.com/highlight/detail?id=2286650311","media":"Seekingalpha","summary":"The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat","content":"<html><head></head><body><h2><b>The Apple Investment Thesis Is Still Intact</b></h2><p>It is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn&#39;s factory in Zhengzhou. While almost impossible, we suppose the massively popular soccer team may add some advertising and marketing value to the company, especially in the Apple TV segment. However, due to the potential cash burn and the odd timing coinciding with World Cup excitement, it is unlikely that the rumor is true. We&#39;ll see, since Daily Star has also speculated Amazon (AMZN) and Meta (META) as prospective buyers.</p><p>On the other hand, we do not expect lingering issues from the Foxconn riot. Notably, iPhone 12 was released in October 2020 at a time when global economies were shut down and China under lockdown. And yet, AAPL and Foxconn went above and beyond in delivering 100M units by H1&#39;21. Though the Zhengzhou plant was previously responsible for four in five iPhone production and assembly, we expect these deliveries to still be completed, albeit delayed with much controversy.</p><p>Moving forward, Foxconn is already diversifying its production locations to Vietnam and Thailand, with the factory in India already producing additional iPhone 14 models since early November. Though the iPhone 14 Pro model is still limited to the Chinese factory, we expect things to change in the short term, since the factory in India is reportedly close to achieving parity with China&#39;s capacity. Therefore, safeguarding AAPL&#39;s top and bottom lines ahead, no matter the temporal headwinds.</p><p>Even Mr. Market remains optimistic about AAPL&#39;s forward execution, since the stock continues to trade above its 50-day moving average, significantly aided by the upbeat October CPI reports. Assuming that 75.8% of analysts are right that the Feds truly pivot earlier by December, we may see another wave of optimism lifting most boats up then. One word of caution though, it is uncertain if this recovery will be sustainable through 2023, as the Feds may also raise terminal rates to over 6%.</p><h2><b>AAPL&#39;s Performance Continue To Defy The Bears</b></h2><p><b>AAPL Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0b64fba2e93c8db104b8c1c98ec6d412\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>In its latest earnings call, AAPL reported excellent YoY expansion in gross margins from 41.8% in FY2021 to 43.3% in FY2022, indicating its excellent pricing power despite the rising inflationary pressures. The company also recorded exemplary EBIT and net income margins of 27.6% and 23% in FQ4&#39;22, respectively, representing excellent command of operating expenses over the past three years. This is impressive, despite the elevated stock-based compensation of $9.03B in FY2022, against $7.9B in FY2021 and $6.06B in FY2019. Then again, with $95.62B of share repurchases and $14.84B of dividends paid out at the same time, we are not overly concerned about the destruction of shareholders&#39; value.</p><p><b>AAPL Cash/ Investments, FCF ( in billion $ ) %, and Debts</b></p><p></p><p><img src=\"https://static.tigerbbs.com/939b756788b92bbbf2a6e101ab6fb85b\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Thereby, also expanding AAPL&#39;s Free Cash Flow (FCF) generation to $20.84B for the latest quarter, or $111.44B for FY2022, improving its margins by 2.9 percentage points YoY. However, long-term investors would be well-advised to monitor the health of its balance sheet, due to the continuous decline in its total cash/ investments to $48.3B by the latest quarter, indicating a -22.89% headwind YoY or -51.96% from FY2019 levels.</p><p>Furthermore, AAPL&#39;s debt levels remain elevated thus far, with $11.13B due 2023, despite the growth in its FCF generation. Nonetheless, with its long-term debts well-laddered through 2062, the company is still well-positioned for the short term market volatility in 2023.</p><p><b>AAPL Projected Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS, and</b> <b>FCF %</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c5dd8a68dd2244820105b96fa14e0b48\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Furthermore, AAPL&#39;s top and bottom line growth through FY2025 remains robust, despite the tragic market-wide correction thus far. Mr. Market has only discounted its forward execution by -2.06% and -7.96%, respectively, since May 2022. Furthermore, we may see an upwards re-rating ahead, assuming that its mixed-reality headsets are released in 2023 and Apple Car by 2025. Given its unique positioning in the tech market and loyal global fan base with higher spending power, it is not hard to see why AAPL is well-covered by market analysts.</p><p>In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.</p><ul><li>Apple: Hello Recession</li><li>Apple Vs. Meta: Battle Of The Mixed Reality</li></ul><h2><b>So, Is AAPL Stock A Buy, Sell, or Hold?</b></h2><p><b>AAPL 5Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/8ccb10ea1431a665c5d82802ec26e030\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>AAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 24.20x, higher than its 5Y mean of 4.72x and 22.19x. Otherwise, comparatively lower than its YTD mean of 6.15x and 25.46x, respectively. Otherwise, the stock has also recorded an excellent recovery of 12.01% since recent rock bottom levels in early November. Despite so, consensus estimates remain bullish about AAPL&#39;s prospects, given their price target of $180.70 and a 19.61% upside from current prices.</p><p><b>AAPL YTD Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/932da1c65e7f3b000a7065a05264b9b3\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>It is not hard to see why AAPL remains the king of the FAANG stocks, despite the market-wide correction thus far. The stock has suffered minimally in the past year by a moderate decline of -17%, compared to the S&amp;P 500 Index by -16.04% and Meta by a tragic -66.85% at the same time. Investors must not forget the subscription plan previously reported by Bloomberg, since AAPL&#39;s top and bottom lines remained mostly intact through FY2025, despite the peak recessionary fears.</p><p>Nonetheless, we have to also admit that investors should wait for a moderate retracement before adding at current levels. That is if one had missed loading up at the recent bottom of $134. There are still some uncertainties in the short term, since the Feds are due to meet by mid-December, with the circumstances still chaotic in Zhengzhou. While its long-term prospects are stellar, we expect to see another bottom retest soon. Especially by the FQ1&#39;23 earnings call, since AAPL may fail to deliver part of its iPhone 14 orders, thereby, missing consensus revenue estimates of $125.85B and EPS of $2.04. Patience for now.</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: Ignore The Zero-COVID Policy And Manchester United Noise</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: Ignore The Zero-COVID Policy And Manchester United Noise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn's factory in Zhengzhou. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise\">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/4560473-apple-ignore-zero-covid-policy-manchester-united-noise","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286650311","content_text":"The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn's factory in Zhengzhou. While almost impossible, we suppose the massively popular soccer team may add some advertising and marketing value to the company, especially in the Apple TV segment. However, due to the potential cash burn and the odd timing coinciding with World Cup excitement, it is unlikely that the rumor is true. We'll see, since Daily Star has also speculated Amazon (AMZN) and Meta (META) as prospective buyers.On the other hand, we do not expect lingering issues from the Foxconn riot. Notably, iPhone 12 was released in October 2020 at a time when global economies were shut down and China under lockdown. And yet, AAPL and Foxconn went above and beyond in delivering 100M units by H1'21. Though the Zhengzhou plant was previously responsible for four in five iPhone production and assembly, we expect these deliveries to still be completed, albeit delayed with much controversy.Moving forward, Foxconn is already diversifying its production locations to Vietnam and Thailand, with the factory in India already producing additional iPhone 14 models since early November. Though the iPhone 14 Pro model is still limited to the Chinese factory, we expect things to change in the short term, since the factory in India is reportedly close to achieving parity with China's capacity. Therefore, safeguarding AAPL's top and bottom lines ahead, no matter the temporal headwinds.Even Mr. Market remains optimistic about AAPL's forward execution, since the stock continues to trade above its 50-day moving average, significantly aided by the upbeat October CPI reports. Assuming that 75.8% of analysts are right that the Feds truly pivot earlier by December, we may see another wave of optimism lifting most boats up then. One word of caution though, it is uncertain if this recovery will be sustainable through 2023, as the Feds may also raise terminal rates to over 6%.AAPL's Performance Continue To Defy The BearsAAPL Revenue, Net Income ( in billion $ ) %, EBIT %, and EPSS&P Capital IQIn its latest earnings call, AAPL reported excellent YoY expansion in gross margins from 41.8% in FY2021 to 43.3% in FY2022, indicating its excellent pricing power despite the rising inflationary pressures. The company also recorded exemplary EBIT and net income margins of 27.6% and 23% in FQ4'22, respectively, representing excellent command of operating expenses over the past three years. This is impressive, despite the elevated stock-based compensation of $9.03B in FY2022, against $7.9B in FY2021 and $6.06B in FY2019. Then again, with $95.62B of share repurchases and $14.84B of dividends paid out at the same time, we are not overly concerned about the destruction of shareholders' value.AAPL Cash/ Investments, FCF ( in billion $ ) %, and DebtsS&P Capital IQThereby, also expanding AAPL's Free Cash Flow (FCF) generation to $20.84B for the latest quarter, or $111.44B for FY2022, improving its margins by 2.9 percentage points YoY. However, long-term investors would be well-advised to monitor the health of its balance sheet, due to the continuous decline in its total cash/ investments to $48.3B by the latest quarter, indicating a -22.89% headwind YoY or -51.96% from FY2019 levels.Furthermore, AAPL's debt levels remain elevated thus far, with $11.13B due 2023, despite the growth in its FCF generation. Nonetheless, with its long-term debts well-laddered through 2062, the company is still well-positioned for the short term market volatility in 2023.AAPL Projected Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS, and FCF %S&P Capital IQFurthermore, AAPL's top and bottom line growth through FY2025 remains robust, despite the tragic market-wide correction thus far. Mr. Market has only discounted its forward execution by -2.06% and -7.96%, respectively, since May 2022. Furthermore, we may see an upwards re-rating ahead, assuming that its mixed-reality headsets are released in 2023 and Apple Car by 2025. Given its unique positioning in the tech market and loyal global fan base with higher spending power, it is not hard to see why AAPL is well-covered by market analysts.In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.Apple: Hello RecessionApple Vs. Meta: Battle Of The Mixed RealitySo, Is AAPL Stock A Buy, Sell, or Hold?AAPL 5Y EV/Revenue and P/E ValuationsS&P Capital IQAAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 24.20x, higher than its 5Y mean of 4.72x and 22.19x. Otherwise, comparatively lower than its YTD mean of 6.15x and 25.46x, respectively. Otherwise, the stock has also recorded an excellent recovery of 12.01% since recent rock bottom levels in early November. Despite so, consensus estimates remain bullish about AAPL's prospects, given their price target of $180.70 and a 19.61% upside from current prices.AAPL YTD Stock PriceSeeking AlphaIt is not hard to see why AAPL remains the king of the FAANG stocks, despite the market-wide correction thus far. The stock has suffered minimally in the past year by a moderate decline of -17%, compared to the S&P 500 Index by -16.04% and Meta by a tragic -66.85% at the same time. Investors must not forget the subscription plan previously reported by Bloomberg, since AAPL's top and bottom lines remained mostly intact through FY2025, despite the peak recessionary fears.Nonetheless, we have to also admit that investors should wait for a moderate retracement before adding at current levels. That is if one had missed loading up at the recent bottom of $134. There are still some uncertainties in the short term, since the Feds are due to meet by mid-December, with the circumstances still chaotic in Zhengzhou. While its long-term prospects are stellar, we expect to see another bottom retest soon. Especially by the FQ1'23 earnings call, since AAPL may fail to deliver part of its iPhone 14 orders, thereby, missing consensus revenue estimates of $125.85B and EPS of $2.04. Patience for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987955180,"gmtCreate":1667799473640,"gmtModify":1676537965555,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987955180","repostId":"2281644509","repostType":4,"repost":{"id":"2281644509","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1667778768,"share":"https://ttm.financial/m/news/2281644509?lang=&edition=fundamental","pubTime":"2022-11-07 07:52","market":"us","language":"en","title":"CPI; U.S. Midterm Elections; NIO, Palantir, Disney, AMC Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2281644509","media":"Dow Jones","summary":"It's another busy week for investors: the U.S. midterm elections, the latest inflation data, and a continued parade of third-quarter results will be the highlights.Activision Blizzard, NRG Energy, and the Mosaic Company will report on Monday, followed by Walt Disney, Occidental Petroleum, and DuPont on Tuesday. Wednesday will bring results from D.R. Horton, then  Becton Dickinson, Ralph Lauren, and Tapestry report on Thursday.Voting on Tuesday will determine control of Congress for the next two ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     It's another busy week for investors: the U.S. midterm elections, the latest inflation data, and a continued parade of third-quarter results will be the highlights. \n</p>\n<p>\n     Activision Blizzard, NRG Energy, and the Mosaic Company will report on Monday, followed by Walt Disney, Occidental Petroleum, and DuPont on Tuesday. Wednesday will bring results from D.R. Horton, then  Becton Dickinson, Ralph Lauren, and Tapestry report on Thursday. \n</p>\n<p>\n     Voting on Tuesday will determine control of Congress for the next two years, with Republicans favored to win the House of Representatives and polling suggesting a close race in the Senate. Results may take days to become clear in several states. \n</p>\n<p>\n     The economic-data highlight of the week will be Thursday's release of the October Consumer Price Index from the Bureau of Labor Statistics. The consensus estimate is for a 0.7% rise in the month, to stretch the headline index's annual gain to 8.0%. The core CPI, which excludes food and energy components, is seen rising 0.5% in October and 6.6% from a year earlier. \n</p>\n<p>\n     Other economic data out this week will include the National Federation of Independent Business' Small Business Optimism Index for October on Tuesday. That's forecast to be roughly flat from September. The University of Michigan's Consumer Sentiment Index for November will be out on Friday, and is expected to also be about even with the previous month's reading. \n</p>\n<p>\n     Monday 11/7 \n</p>\n<p>\n     Activision Blizzard, BioNTech, <a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>, SolarEdge Technologies, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> release earnings. \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for September. In August, total consumer debt rose at a seasonally adjusted annual rate of 8.3%, to a record $4.68 trillion. Revolving debt -- primarily credit cards -- jumped 18.1%. \n</p>\n<p>\n     Tuesday 11/8 \n</p>\n<p>\n     It's Election Day. The midterms will determine which party controls Congress for the next two years. Polling suggests that Republicans will retake the House of Representatives, while the Senate looks like a toss-up. \n</p>\n<p>\n     Constellation Energy, DuPont, GlobalFoundries, Occidental Petroleum, and Walt Disney report quarterly results. \n</p>\n<p>\n     Nasdaq and Nucor hold their 2022 investor days. \n</p>\n<p>\n     The National Federation of Independent Business releases its Small Business Optimism Index for October. Consensus estimate is for a 92 reading, roughly even with September's. The index has had readings below its 48-year average of 98 for nine consecutive months, as inflation and labor shortages continue to challenge small-business owners. \n</p>\n<p>\n     Wednesday 11/9 \n</p>\n<p>\n     D.R. Horton, Rivian Automotive, Roblox, and Trade Desk announce earnings. \n</p>\n<p>\n     $First Republic Bank(FRC-N)$ and <a href=\"https://laohu8.com/S/PSX\">Phillips 66</a> host their annual investor days. \n</p>\n<p>\n     Thursday 11/10 \n</p>\n<p>\n     AstraZeneca, Becton Dickinson, Brookfield Asset Management, Ralph Lauren, Steris, and Tapestry hold conference calls to discuss quarterly results. \n</p>\n<p>\n     Moderna hosts its first ESG day. \n</p>\n<p>\n     The Bureau of Labor Statistics releases the consumer price index for October. Economists forecast that the CPI will show an increase of 8%, year over year, following an 8.2% jump in September. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.5%, a tenth of a percentage point less than previously. While the CPI is down nearly a full percentage from its recent June peak, the core CPI hit a four-decade high in September. The S&amp;P 500 index fell 3.3% this past week as the Federal Open Market Committee raised the federal-funds rate by three-quarters of a percentage point for the fourth consecutive meeting and reiterated that taming inflation was its No. 1 priority. \n</p>\n<p>\n     Friday 11/11 \n</p>\n<p>\n     The bond market is closed in observance of Veterans Day. The Nasdaq and New York Stock Exchange keep regular trading hours. \n</p>\n<p>\n     The University of Michigan releases its Consumer Sentiment Index for November. The consensus call is for a 59.7 reading, about even with the previous data. In October, consumers' one-year expectation for inflation was 5%, while longer-run expectations were 2.9%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 06, 2022 17:55 ET (22:55 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>CPI; U.S. Midterm Elections; NIO, Palantir, Disney, AMC Earnings: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCPI; U.S. Midterm Elections; NIO, Palantir, Disney, AMC Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-11-07 07:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     It's another busy week for investors: the U.S. midterm elections, the latest inflation data, and a continued parade of third-quarter results will be the highlights. \n</p>\n<p>\n     Activision Blizzard, NRG Energy, and the Mosaic Company will report on Monday, followed by Walt Disney, Occidental Petroleum, and DuPont on Tuesday. Wednesday will bring results from D.R. Horton, then  Becton Dickinson, Ralph Lauren, and Tapestry report on Thursday. \n</p>\n<p>\n     Voting on Tuesday will determine control of Congress for the next two years, with Republicans favored to win the House of Representatives and polling suggesting a close race in the Senate. Results may take days to become clear in several states. \n</p>\n<p>\n     The economic-data highlight of the week will be Thursday's release of the October Consumer Price Index from the Bureau of Labor Statistics. The consensus estimate is for a 0.7% rise in the month, to stretch the headline index's annual gain to 8.0%. The core CPI, which excludes food and energy components, is seen rising 0.5% in October and 6.6% from a year earlier. \n</p>\n<p>\n     Other economic data out this week will include the National Federation of Independent Business' Small Business Optimism Index for October on Tuesday. That's forecast to be roughly flat from September. The University of Michigan's Consumer Sentiment Index for November will be out on Friday, and is expected to also be about even with the previous month's reading. \n</p>\n<p>\n     Monday 11/7 \n</p>\n<p>\n     Activision Blizzard, BioNTech, <a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>, SolarEdge Technologies, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> release earnings. \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for September. In August, total consumer debt rose at a seasonally adjusted annual rate of 8.3%, to a record $4.68 trillion. Revolving debt -- primarily credit cards -- jumped 18.1%. \n</p>\n<p>\n     Tuesday 11/8 \n</p>\n<p>\n     It's Election Day. The midterms will determine which party controls Congress for the next two years. Polling suggests that Republicans will retake the House of Representatives, while the Senate looks like a toss-up. \n</p>\n<p>\n     Constellation Energy, DuPont, GlobalFoundries, Occidental Petroleum, and Walt Disney report quarterly results. \n</p>\n<p>\n     Nasdaq and Nucor hold their 2022 investor days. \n</p>\n<p>\n     The National Federation of Independent Business releases its Small Business Optimism Index for October. Consensus estimate is for a 92 reading, roughly even with September's. The index has had readings below its 48-year average of 98 for nine consecutive months, as inflation and labor shortages continue to challenge small-business owners. \n</p>\n<p>\n     Wednesday 11/9 \n</p>\n<p>\n     D.R. Horton, Rivian Automotive, Roblox, and Trade Desk announce earnings. \n</p>\n<p>\n     $First Republic Bank(FRC-N)$ and <a href=\"https://laohu8.com/S/PSX\">Phillips 66</a> host their annual investor days. \n</p>\n<p>\n     Thursday 11/10 \n</p>\n<p>\n     AstraZeneca, Becton Dickinson, Brookfield Asset Management, Ralph Lauren, Steris, and Tapestry hold conference calls to discuss quarterly results. \n</p>\n<p>\n     Moderna hosts its first ESG day. \n</p>\n<p>\n     The Bureau of Labor Statistics releases the consumer price index for October. Economists forecast that the CPI will show an increase of 8%, year over year, following an 8.2% jump in September. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.5%, a tenth of a percentage point less than previously. While the CPI is down nearly a full percentage from its recent June peak, the core CPI hit a four-decade high in September. The S&amp;P 500 index fell 3.3% this past week as the Federal Open Market Committee raised the federal-funds rate by three-quarters of a percentage point for the fourth consecutive meeting and reiterated that taming inflation was its No. 1 priority. \n</p>\n<p>\n     Friday 11/11 \n</p>\n<p>\n     The bond market is closed in observance of Veterans Day. The Nasdaq and New York Stock Exchange keep regular trading hours. \n</p>\n<p>\n     The University of Michigan releases its Consumer Sentiment Index for November. The consensus call is for a 59.7 reading, about even with the previous data. In October, consumers' one-year expectation for inflation was 5%, while longer-run expectations were 2.9%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 06, 2022 17:55 ET (22:55 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","LCID":"Lucid Group Inc","OCGN":"Ocugen","NVAX":"诺瓦瓦克斯医药","AMC":"AMC院线","NIO":"蔚来","CGC":"Canopy Growth Corporation",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","DIS":"迪士尼","ACB":"奥罗拉大麻公司","NCLH":"挪威邮轮","LYFT":"Lyft, Inc.","TTWO":"Take-Two Interactive Software","OXY":"西方石油","U":"Unity Software Inc.","RBLX":"Roblox Corporation","SEDG":"SolarEdge Technologies, Inc.","PLTR":"Palantir Technologies Inc.","CLOV":"Clover Health Corp","BNTX":"BioNTech SE","AZN":"阿斯利康"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281644509","content_text":"By Nicholas Jasinski \n\n\n     It's another busy week for investors: the U.S. midterm elections, the latest inflation data, and a continued parade of third-quarter results will be the highlights. \n\n\n     Activision Blizzard, NRG Energy, and the Mosaic Company will report on Monday, followed by Walt Disney, Occidental Petroleum, and DuPont on Tuesday. Wednesday will bring results from D.R. Horton, then  Becton Dickinson, Ralph Lauren, and Tapestry report on Thursday. \n\n\n     Voting on Tuesday will determine control of Congress for the next two years, with Republicans favored to win the House of Representatives and polling suggesting a close race in the Senate. Results may take days to become clear in several states. \n\n\n     The economic-data highlight of the week will be Thursday's release of the October Consumer Price Index from the Bureau of Labor Statistics. The consensus estimate is for a 0.7% rise in the month, to stretch the headline index's annual gain to 8.0%. The core CPI, which excludes food and energy components, is seen rising 0.5% in October and 6.6% from a year earlier. \n\n\n     Other economic data out this week will include the National Federation of Independent Business' Small Business Optimism Index for October on Tuesday. That's forecast to be roughly flat from September. The University of Michigan's Consumer Sentiment Index for November will be out on Friday, and is expected to also be about even with the previous month's reading. \n\n\n     Monday 11/7 \n\n\n     Activision Blizzard, BioNTech, Diamondback Energy, SolarEdge Technologies, and Take-Two Interactive Software release earnings. \n\n\n     The Federal Reserve reports consumer credit data for September. In August, total consumer debt rose at a seasonally adjusted annual rate of 8.3%, to a record $4.68 trillion. Revolving debt -- primarily credit cards -- jumped 18.1%. \n\n\n     Tuesday 11/8 \n\n\n     It's Election Day. The midterms will determine which party controls Congress for the next two years. Polling suggests that Republicans will retake the House of Representatives, while the Senate looks like a toss-up. \n\n\n     Constellation Energy, DuPont, GlobalFoundries, Occidental Petroleum, and Walt Disney report quarterly results. \n\n\n     Nasdaq and Nucor hold their 2022 investor days. \n\n\n     The National Federation of Independent Business releases its Small Business Optimism Index for October. Consensus estimate is for a 92 reading, roughly even with September's. The index has had readings below its 48-year average of 98 for nine consecutive months, as inflation and labor shortages continue to challenge small-business owners. \n\n\n     Wednesday 11/9 \n\n\n     D.R. Horton, Rivian Automotive, Roblox, and Trade Desk announce earnings. \n\n\n     $First Republic Bank(FRC-N)$ and Phillips 66 host their annual investor days. \n\n\n     Thursday 11/10 \n\n\n     AstraZeneca, Becton Dickinson, Brookfield Asset Management, Ralph Lauren, Steris, and Tapestry hold conference calls to discuss quarterly results. \n\n\n     Moderna hosts its first ESG day. \n\n\n     The Bureau of Labor Statistics releases the consumer price index for October. Economists forecast that the CPI will show an increase of 8%, year over year, following an 8.2% jump in September. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.5%, a tenth of a percentage point less than previously. While the CPI is down nearly a full percentage from its recent June peak, the core CPI hit a four-decade high in September. The S&P 500 index fell 3.3% this past week as the Federal Open Market Committee raised the federal-funds rate by three-quarters of a percentage point for the fourth consecutive meeting and reiterated that taming inflation was its No. 1 priority. \n\n\n     Friday 11/11 \n\n\n     The bond market is closed in observance of Veterans Day. The Nasdaq and New York Stock Exchange keep regular trading hours. \n\n\n     The University of Michigan releases its Consumer Sentiment Index for November. The consensus call is for a 59.7 reading, about even with the previous data. In October, consumers' one-year expectation for inflation was 5%, while longer-run expectations were 2.9%. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 06, 2022 17:55 ET (22:55 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999304094,"gmtCreate":1660458639921,"gmtModify":1676533475237,"author":{"id":"3562030717219265","authorId":"3562030717219265","name":"YongJie","avatar":"https://static.tigerbbs.com/b62394bc1f2e9ceb953c1723f0bb72f2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562030717219265","authorIdStr":"3562030717219265"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999304094","repostId":"1110057750","repostType":4,"repost":{"id":"1110057750","pubTimestamp":1660446286,"share":"https://ttm.financial/m/news/1110057750?lang=&edition=fundamental","pubTime":"2022-08-14 11:04","market":"us","language":"en","title":"Alibaba Stock: Follow Masayoshi Son, Not Charlie Munger","url":"https://stock-news.laohu8.com/highlight/detail?id=1110057750","media":"seekingalpha","summary":"SummaryI explain why investors should not repeat the mistakes of Charlie Munger - it is better to fo","content":"<html><head></head><body><p>Summary</p><ul><li>I explain why investors should not repeat the mistakes of Charlie Munger - it is better to follow Softbank&#39;s CEO, Masayoshi Son.</li><li>Mr. Son has decided to reduce his stake in Alibaba from 23.7% to 14.6% - in my opinion, this may create headwinds for BABA in the medium term.</li><li>Investors shouldn&#39;t be fooled by Alibaba&#39;s &#34;low multiples&#34; but to take a broader look at this company and consider all the risks involved.</li><li>Based on a fairly optimistic DCF model, there is a downside of 14% for Alibaba stock.</li><li>The desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.</li></ul><p>Introduction &amp; Thesis</p><p>On March 24, 2020, Bloomberg wrote about Softbank CEO Masayoshi Son&#39;s plans to sell $14 billion worth of Alibaba shares (NYSE:BABA) to shore up the bank&#39;s businesses, which had been battered by the coronavirus pandemic. This was not the first news of attempts by Masayoshi Son, who was one of the first investors in BABA in 2000, to get rid of the company&#39;s shares - according to a press release from the bank, derivative tradeshave been made since 2016. However, $14 billion in 2020 was quite a large amount, and in the medium term, BABA shares began to correct more than the main benchmarks:</p><p><img src=\"https://static.tigerbbs.com/96b0ceefb3d3bed3af27a07fdd9d3a81\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Now we see that Softbank faced the problem of deflating the bubble in high-growth companies after the Corona crisis, and will now further reduce its stake in Alibaba stock (from the current 23.7% to 14.6% after settling $34 billion in prepaid forward contracts).</p><p>As from the very beginning of my coverage of Alibaba stock here on Seeking Alpha, I still believe that investors should not follow on the heels of Charlie Munger - there are too many risks in buying this stock, both geopolitical (U.S.-China tensions, Taiwan) and economic (China&#39;s GDP growth slowdown and housing crisis). The pressure on BABA&#39;s quotes is likely to continue due to these two factors, and Softbank&#39;s sale of forward contracts for such a large amount may add to the headwinds for shareholders.</p><p>Masayoshi Son vs. Charlie Munger</p><p>One of the most frequently cited arguments for buying BABA after its phenomenal &gt;50% off high dip is the fact that one of the most famous Western investors, Charlie Munger, bought and held the stock. According to the 13-F filings by his Daily Journal Corp, the 98-year-old investor began buying BABA in the first quarter of 2021 and gradually increased his position throughout 2021 (from 165,320 shares in the first quarter to 602,060 shares in the fourth quarter) until he decided to sell half of the position in the first quarter of 2022 and has not touched BABA since (which is interpreted by some as a bullish sign).</p><p>In my subjective opinion, a 50% reduction of BABA&#39;s position in Daily Journal Corp. in the first quarter is already a sign of Mr. Munger&#39;s capitulation, as this act is not typical of his position in BofA (BAC) or Wells Fargo (WFC) - compare the position size as of the last reporting date [link above] with the portfolio at the end of 2013 to see for yourself.</p><p>Concerning the unchanged amount of BABA shares in the last reporting quarter, it should be noted that other positions have also remained unchanged - Munger has simply decided not to buy or sell anything. The great investor of the 20th century will likely continue to get rid of his position in Alibaba stock, in my view, if the risks in China escalate. Remember what he said about Russian stocks many years ago (emphasis added):</p><blockquote>When asked about Russia, Charlie Munger, Warren Buffett’s partner at Berkshire Hathaway (BRK.A) (BRK.B), harrumphed: &#34;<i>We don’t invest in kleptocracies.</i>&#34; One investor famously declared after the market’s meltdown in 1998: &#34;I’d rather eat nuclear waste than invest in Russia.&#34;</blockquote><blockquote>[Source]</blockquote><p>If you have been buying BABA solely on Munger&#39;s moves, then I must warn you: if you look at the performance of his Daily Journal Corp [based on Fintel data from 13-Fs], he has not been able to boast of excessive returns for many years:</p><p><img src=\"https://static.tigerbbs.com/f172b8f0ac1e4673cf5741f21754470d\" tg-width=\"640\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/><b>Important note:</b>the reported value (RV) above should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.However, RV depletion is also an important criterion to consider.</p><p>I think the risks of investing in the Chinese market are becoming more evident every year. While the country&#39;s GDP grew 6-10% annually from the early 1990s until the pandemic began, these risks were ignored by many Western investors. We saw it even more positively when the Chinese GDP began to recover sharply after the 2020 lockdowns. Now, however, the prospects for similar growth rates are vague, as the real estate market, which has largely allowed China to report huge GDP growth rates in the past, is highly leveraged and in crisis, and the country&#39;s overall population is likely to start shrinking due to the low birth rate (which largely precludes the growth of the economy extensively).</p><blockquote>As recently as 2019 the China Academy of Social Sciences expected the population to peak in 2029, at 1.44 billion. The 2019 United Nations Population Prospects report expected the peak later still, in 2031-32, at 1.46 billion.</blockquote><blockquote>The Shanghai Academy of Social Sciences team predicts an annual average decline of 1.1% after 2021, pushing China&#39;s population down to 587 million in 2100, less than half of what it is today.</blockquote><blockquote>[Source]</blockquote><p>The accumulated problems of the Chinese regime drive Xi to continue trying to expand his sole power, because at first glance it seems more reliable to keep everything in one hand. Given the level of corruption in the country, we are dealing with a kleptocratic state - the reason why Munger avoided investing in Russia after 1998.</p><p>Aside from Masayoshi Son being forced to sell his shares in Alibaba, I think Softbank would have dumped its high stake in the company anyway, feeling the pressure from the Communist Party.</p><p>Exactly one year ago, Nikkei Asia published an article citing Son as to how he sees the pressure on China&#39;s tech sector.</p><blockquote>&#34;I strongly believe that China&#39;s AI technology and business model will continue to innovate,&#34; Son said in a news conference. &#34;However, in investment activities, various new regulations have begun, so I want to wait and see what kind of regulations are implemented and what kind of impact they have on the stock market.&#34;</blockquote><blockquote>[Source]</blockquote><p>A year later, he waited, looked around, and decided to reduce his stake in Alibaba from 23.7% to 14.6%.</p><p>This is a smart move that is not about flooding the market with shares all at once - under the terms of the forward contract, Mr. Son will have the right to buy back his BABA shares. However, it is unlikely that he will do so - in any case, we have not seen this happen since 2016. So, in the coming months, there will be a greater supply of Alibaba shares on the market, which will put additional pressure on prices against the backdrop of geopolitical and macroeconomic risks specific to China.</p><p>The company&#39;s financial profile doesn&#39;t help</p><p>The low multiples that made BABA&#39;s stock seem undervalued compared to U.S. tech giants have gotten even lower over the past six months - in line with the stock price:</p><p><img src=\"https://static.tigerbbs.com/a100fa0a41ade258d26db19f27c2313b\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>However, it turned out that this underestimation was evidence of the value trap - the slowdown in economic growth and regulatory problems were making themselves felt. Margins continued their downward trend, and the ratio of EBITDA to sales did not return to the level seen before COVID.</p><p><img src=\"https://static.tigerbbs.com/ceb0944814657934f262b18db7db4ec2\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\"/>Sales and earnings growth did not improve as investors expected, so the denominators for most valuation metrics became smaller than the numerators - Seeking Alpha&#39;s factor grade system changed the valuation metric in a negative direction for the company:</p><p>Readers will rightly wonder why the &#34;Profitability&#34; criterion is still rated &#34;A+&#34; against a backdrop of declining business margins and less than stellar ROE / ROA / ROIC indicators. The answer to this question lies in the elements of this criterion - the company&#39;s cash flow from operations (CFO) is the only reason for this superiority over the rest of the sector:</p><p><img src=\"https://static.tigerbbs.com/9f0ad942e9b19cfbee3de08d1b1b2009\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/98d0b575ede1cd3f09a1e124dd313777\" tg-width=\"360\" tg-height=\"300\" referrerpolicy=\"no-referrer\"/>Indeed, in the Internet and direct marketing retail industry, of which Alibaba is a part, only 58.62% of companies have a positive CFO. Such companies have a CFO to TTM ratio of 7% (median), while BABA has a similar ratio of 17%, making it a true cash cow. However, for a cash cow, the margin of safety of BABA is highly controversial in terms of DCF modeling:</p><p><img src=\"https://static.tigerbbs.com/e33ef5864117b63096db2166e004e764\" tg-width=\"594\" tg-height=\"557\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Even with a fairly optimistic discount rate (10% is low given the risks for the Chinese tech giant) and a very generous assumption of a 15% growth rate over the next 10 years (which is already not the case), there is a downside of 14%, even when adding the tangible book value to the final share price.</p><p>Of course, I could be wrong and the listing of BABA&#39;s shares on the Hong Kong Stock Exchange will create additional demand from investors in mainland China, but it&#39;s not entirely clear what U.S. investors with their ADRs will actually get out of it.</p><p>From this, I conclude that investors shouldn&#39;t be fooled by Alibaba&#39;s &#34;low multiples&#34; but to take a broader look at this company and consider all the risks involved. Then, the desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: Follow Masayoshi Son, Not Charlie Munger</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: Follow Masayoshi Son, Not Charlie Munger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-14 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4533003-alibaba-stock-follow-masayoshi-son-not-charlie-munger?source=apple_sign_in&source=apple_sign_in><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI explain why investors should not repeat the mistakes of Charlie Munger - it is better to follow Softbank's CEO, Masayoshi Son.Mr. Son has decided to reduce his stake in Alibaba from 23.7% to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4533003-alibaba-stock-follow-masayoshi-son-not-charlie-munger?source=apple_sign_in&source=apple_sign_in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4533003-alibaba-stock-follow-masayoshi-son-not-charlie-munger?source=apple_sign_in&source=apple_sign_in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1110057750","content_text":"SummaryI explain why investors should not repeat the mistakes of Charlie Munger - it is better to follow Softbank's CEO, Masayoshi Son.Mr. Son has decided to reduce his stake in Alibaba from 23.7% to 14.6% - in my opinion, this may create headwinds for BABA in the medium term.Investors shouldn't be fooled by Alibaba's \"low multiples\" but to take a broader look at this company and consider all the risks involved.Based on a fairly optimistic DCF model, there is a downside of 14% for Alibaba stock.The desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.Introduction & ThesisOn March 24, 2020, Bloomberg wrote about Softbank CEO Masayoshi Son's plans to sell $14 billion worth of Alibaba shares (NYSE:BABA) to shore up the bank's businesses, which had been battered by the coronavirus pandemic. This was not the first news of attempts by Masayoshi Son, who was one of the first investors in BABA in 2000, to get rid of the company's shares - according to a press release from the bank, derivative tradeshave been made since 2016. However, $14 billion in 2020 was quite a large amount, and in the medium term, BABA shares began to correct more than the main benchmarks:Now we see that Softbank faced the problem of deflating the bubble in high-growth companies after the Corona crisis, and will now further reduce its stake in Alibaba stock (from the current 23.7% to 14.6% after settling $34 billion in prepaid forward contracts).As from the very beginning of my coverage of Alibaba stock here on Seeking Alpha, I still believe that investors should not follow on the heels of Charlie Munger - there are too many risks in buying this stock, both geopolitical (U.S.-China tensions, Taiwan) and economic (China's GDP growth slowdown and housing crisis). The pressure on BABA's quotes is likely to continue due to these two factors, and Softbank's sale of forward contracts for such a large amount may add to the headwinds for shareholders.Masayoshi Son vs. Charlie MungerOne of the most frequently cited arguments for buying BABA after its phenomenal >50% off high dip is the fact that one of the most famous Western investors, Charlie Munger, bought and held the stock. According to the 13-F filings by his Daily Journal Corp, the 98-year-old investor began buying BABA in the first quarter of 2021 and gradually increased his position throughout 2021 (from 165,320 shares in the first quarter to 602,060 shares in the fourth quarter) until he decided to sell half of the position in the first quarter of 2022 and has not touched BABA since (which is interpreted by some as a bullish sign).In my subjective opinion, a 50% reduction of BABA's position in Daily Journal Corp. in the first quarter is already a sign of Mr. Munger's capitulation, as this act is not typical of his position in BofA (BAC) or Wells Fargo (WFC) - compare the position size as of the last reporting date [link above] with the portfolio at the end of 2013 to see for yourself.Concerning the unchanged amount of BABA shares in the last reporting quarter, it should be noted that other positions have also remained unchanged - Munger has simply decided not to buy or sell anything. The great investor of the 20th century will likely continue to get rid of his position in Alibaba stock, in my view, if the risks in China escalate. Remember what he said about Russian stocks many years ago (emphasis added):When asked about Russia, Charlie Munger, Warren Buffett’s partner at Berkshire Hathaway (BRK.A) (BRK.B), harrumphed: \"We don’t invest in kleptocracies.\" One investor famously declared after the market’s meltdown in 1998: \"I’d rather eat nuclear waste than invest in Russia.\"[Source]If you have been buying BABA solely on Munger's moves, then I must warn you: if you look at the performance of his Daily Journal Corp [based on Fintel data from 13-Fs], he has not been able to boast of excessive returns for many years:Important note:the reported value (RV) above should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.However, RV depletion is also an important criterion to consider.I think the risks of investing in the Chinese market are becoming more evident every year. While the country's GDP grew 6-10% annually from the early 1990s until the pandemic began, these risks were ignored by many Western investors. We saw it even more positively when the Chinese GDP began to recover sharply after the 2020 lockdowns. Now, however, the prospects for similar growth rates are vague, as the real estate market, which has largely allowed China to report huge GDP growth rates in the past, is highly leveraged and in crisis, and the country's overall population is likely to start shrinking due to the low birth rate (which largely precludes the growth of the economy extensively).As recently as 2019 the China Academy of Social Sciences expected the population to peak in 2029, at 1.44 billion. The 2019 United Nations Population Prospects report expected the peak later still, in 2031-32, at 1.46 billion.The Shanghai Academy of Social Sciences team predicts an annual average decline of 1.1% after 2021, pushing China's population down to 587 million in 2100, less than half of what it is today.[Source]The accumulated problems of the Chinese regime drive Xi to continue trying to expand his sole power, because at first glance it seems more reliable to keep everything in one hand. Given the level of corruption in the country, we are dealing with a kleptocratic state - the reason why Munger avoided investing in Russia after 1998.Aside from Masayoshi Son being forced to sell his shares in Alibaba, I think Softbank would have dumped its high stake in the company anyway, feeling the pressure from the Communist Party.Exactly one year ago, Nikkei Asia published an article citing Son as to how he sees the pressure on China's tech sector.\"I strongly believe that China's AI technology and business model will continue to innovate,\" Son said in a news conference. \"However, in investment activities, various new regulations have begun, so I want to wait and see what kind of regulations are implemented and what kind of impact they have on the stock market.\"[Source]A year later, he waited, looked around, and decided to reduce his stake in Alibaba from 23.7% to 14.6%.This is a smart move that is not about flooding the market with shares all at once - under the terms of the forward contract, Mr. Son will have the right to buy back his BABA shares. However, it is unlikely that he will do so - in any case, we have not seen this happen since 2016. So, in the coming months, there will be a greater supply of Alibaba shares on the market, which will put additional pressure on prices against the backdrop of geopolitical and macroeconomic risks specific to China.The company's financial profile doesn't helpThe low multiples that made BABA's stock seem undervalued compared to U.S. tech giants have gotten even lower over the past six months - in line with the stock price:However, it turned out that this underestimation was evidence of the value trap - the slowdown in economic growth and regulatory problems were making themselves felt. Margins continued their downward trend, and the ratio of EBITDA to sales did not return to the level seen before COVID.Sales and earnings growth did not improve as investors expected, so the denominators for most valuation metrics became smaller than the numerators - Seeking Alpha's factor grade system changed the valuation metric in a negative direction for the company:Readers will rightly wonder why the \"Profitability\" criterion is still rated \"A+\" against a backdrop of declining business margins and less than stellar ROE / ROA / ROIC indicators. The answer to this question lies in the elements of this criterion - the company's cash flow from operations (CFO) is the only reason for this superiority over the rest of the sector:Indeed, in the Internet and direct marketing retail industry, of which Alibaba is a part, only 58.62% of companies have a positive CFO. Such companies have a CFO to TTM ratio of 7% (median), while BABA has a similar ratio of 17%, making it a true cash cow. However, for a cash cow, the margin of safety of BABA is highly controversial in terms of DCF modeling:Even with a fairly optimistic discount rate (10% is low given the risks for the Chinese tech giant) and a very generous assumption of a 15% growth rate over the next 10 years (which is already not the case), there is a downside of 14%, even when adding the tangible book value to the final share price.Of course, I could be wrong and the listing of BABA's shares on the Hong Kong Stock Exchange will create additional demand from investors in mainland China, but it's not entirely clear what U.S. investors with their ADRs will actually get out of it.From this, I conclude that investors shouldn't be fooled by Alibaba's \"low multiples\" but to take a broader look at this company and consider all the risks involved. Then, the desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}