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mrspid3r

mrspid3r

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01-11

Pullback will be short term I feel. Probably 2nd half of the year will see some improvement

01-09

$Minim Inc.(MINM)$ to the moon!

2023-01-12

K

Sorry, the original content has been removed

2022-11-30

K

CrowdStrike Tumbled 20% on Current-Quarter Revenue Forecast Below Estimates

2022-11-09

K

Even At The 12-Month Low, Tesla Is Not A Compelling Buy

2022-10-31

K

Tech Is Getting Boring. That’s a Good Thing

2022-10-29

K

3 Warren Buffett Stocks to Buy Hand Over Fist in November

2022-10-25

K

3 Stocks to Avoid This Week

2022-10-11

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3 Stocks to Avoid This Week

2022-10-09

K

Elon Musk: "Aren’t You Entertained?"

2022-09-22

K

The Federal Reserve Delivers A Massive Shock To The Stock Market

2022-09-20

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Sorry, the original content has been removed

2022-09-19

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QQQ: Summer Glory To Fade Off In Fall Obscurity?

2022-09-16

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Meta Platforms Could Be The Most Undervalued Technology Company In The Market

2022-09-15

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Warren Buffett Has Bought 8 New Stocks in 2022: Here's the Best of the Bunch

2022-09-12

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Dow Climbs 100 Points to Start the Week as Market’s Relief Rally Pushes Higher

2022-09-10

K

She Was the Best of Us

2022-09-06

K

3 Stocks to Avoid This Week

2022-09-05

K

Sorry, the original content has been removed

2022-09-04

K

Reminder: US Market Will be Closed for Labor Day on Monday, 5 September 2022 EDT

Go to Tiger App to see more news

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will be short term I feel. Probably 2nd half of the year will see some improvement&nbsp;","listText":"Pullback will be short term I feel. Probably 2nd half of the year will see some improvement&nbsp;","text":"Pullback will be short term I feel. Probably 2nd half of the year will see some improvement","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261714857816304","isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261329981333720,"gmtCreate":1704811628900,"gmtModify":1704811631353,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MINM\">$Minim Inc.(MINM)$ </a> to the moon!&nbsp;","listText":"<a href=\"https://ttm.financial/S/MINM\">$Minim Inc.(MINM)$ </a> to the moon!&nbsp;","text":"$Minim Inc.(MINM)$ to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261329981333720","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951549878,"gmtCreate":1673529191895,"gmtModify":1676538851254,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951549878","repostId":"2302861795","repostType":4,"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962407953,"gmtCreate":1669819236373,"gmtModify":1676538249817,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962407953","repostId":"1184322373","repostType":4,"repost":{"id":"1184322373","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1669819052,"share":"https://ttm.financial/m/news/1184322373?lang=&edition=fundamental","pubTime":"2022-11-30 22:37","market":"us","language":"en","title":"CrowdStrike Tumbled 20% on Current-Quarter Revenue Forecast Below Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1184322373","media":"Tiger Newspress","summary":"CrowdStrike Holdings Inc on Tuesday forecast fourth-quarter revenue below Wall Street estimates, as ","content":"<html><head></head><body><p>CrowdStrike Holdings Inc on Tuesday forecast fourth-quarter revenue below Wall Street estimates, as an economic downturn hit spending for its cyber security services.</p><p>Shares of the Austin, Texas-based company fell nearly 20% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/853867a85e50545f2aedc11389018c31\" tg-width=\"784\" tg-height=\"670\" width=\"100%\" height=\"auto\"/></p><p>The company expects revenue between $619.1 million and $628.2 million, compared with analysts&#39; average estimate of $632.8 million, according to Refinitiv IBES data.</p><p>CrowdStrike also said increased macroeconomic headwinds elongated sales cycles with smaller customers, and caused some larger ones to pursue multi-phase subscription start dates, which delays annual recurring revenue <a href=\"https://laohu8.com/S/ARR\">$(ARR)$</a> recognition until future quarters.</p><p>Total revenue for the third quarter was $580.8 million.</p><p>On an adjusted basis, the company earned 40 cents for the quarter ended Oct. 31, compared to estimates of 31 cents.</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>CrowdStrike Tumbled 20% on Current-Quarter Revenue Forecast Below Estimates</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\">\nCrowdStrike Tumbled 20% on Current-Quarter Revenue Forecast Below Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-30 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>CrowdStrike Holdings Inc on Tuesday forecast fourth-quarter revenue below Wall Street estimates, as an economic downturn hit spending for its cyber security services.</p><p>Shares of the Austin, Texas-based company fell nearly 20% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/853867a85e50545f2aedc11389018c31\" tg-width=\"784\" tg-height=\"670\" width=\"100%\" height=\"auto\"/></p><p>The company expects revenue between $619.1 million and $628.2 million, compared with analysts&#39; average estimate of $632.8 million, according to Refinitiv IBES data.</p><p>CrowdStrike also said increased macroeconomic headwinds elongated sales cycles with smaller customers, and caused some larger ones to pursue multi-phase subscription start dates, which delays annual recurring revenue <a href=\"https://laohu8.com/S/ARR\">$(ARR)$</a> recognition until future quarters.</p><p>Total revenue for the third quarter was $580.8 million.</p><p>On an adjusted basis, the company earned 40 cents for the quarter ended Oct. 31, compared to estimates of 31 cents.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184322373","content_text":"CrowdStrike Holdings Inc on Tuesday forecast fourth-quarter revenue below Wall Street estimates, as an economic downturn hit spending for its cyber security services.Shares of the Austin, Texas-based company fell nearly 20% in morning trading.The company expects revenue between $619.1 million and $628.2 million, compared with analysts' average estimate of $632.8 million, according to Refinitiv IBES data.CrowdStrike also said increased macroeconomic headwinds elongated sales cycles with smaller customers, and caused some larger ones to pursue multi-phase subscription start dates, which delays annual recurring revenue $(ARR)$ recognition until future quarters.Total revenue for the third quarter was $580.8 million.On an adjusted basis, the company earned 40 cents for the quarter ended Oct. 31, compared to estimates of 31 cents.","news_type":1},"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987757526,"gmtCreate":1668004593865,"gmtModify":1676537997452,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987757526","repostId":"1157692624","repostType":4,"repost":{"id":"1157692624","kind":"news","pubTimestamp":1668008277,"share":"https://ttm.financial/m/news/1157692624?lang=&edition=fundamental","pubTime":"2022-11-09 23:37","market":"us","language":"en","title":"Even At The 12-Month Low, Tesla Is Not A Compelling Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1157692624","media":"Seeking Alpha","summary":"SummaryTSLA is trading at 12-month lows.Rising interest rates, Q3's revenue miss, and slowing sales ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>TSLA is trading at 12-month lows.</li><li>Rising interest rates, Q3&#39;s revenue miss, and slowing sales in China are immediate concerns.</li><li>The Wall Street consensus rating is a buy, with a consensus 12-month price target that is about 50% above the current share price.</li><li>The very high dispersion in the individual analyst price targets reduces confidence in the meaningfulness of the consensus.</li><li>The market-implied outlook (calculated from options prices) is slightly bullish through the end of 2022, but bearish to mid-2023.</li></ul><p>Shares of Tesla (NASDAQ: TSLA) have fallen by 15% from the closing price on October 31st and are down 51.6% from the 12-month high closing price of $399.93 on January 3rd. The shares are currently trading at 12-month lows. The drop in the share price since the end of October is largely attributable to declining vehicle sales in China for October, with the company cutting the prices of the Model 3 and Model Y by 9% to maintain demand. The market response to the China news was probably exacerbated by growing concerns after TSLA’s revenue miss for Q3(reported on October 19th).</p><p><img src=\"https://static.tigerbbs.com/ed96ee922a9178151466be6bb913196e\" tg-width=\"1280\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>12-Month price history and basic statistics for TSLA above.</p><p>Tesla’s valuation depends on continued rapid growth in revenues and earnings. This fact makes the share value quite sensitive to changes in interest rates. The theoretical value of a stock is the net present value of future earnings. The further into the future that these earnings are expected, the larger the compounded impact of increasing the discount rate, which depends on current interest rates. Rising interest rates are one of the factors driving TSLA down.</p><p>The prevailing view among Wall Street analysts is that TSLA can maintain recent years’ incredibly rapid growth rates. The consensus for the rate of EPS growth over the next 3 to 5 years is 31.6% per year. If the company fails to deliver earnings in line with this outlook, the share valuation is likely to decline.</p><p><img src=\"https://static.tigerbbs.com/bddbc4100fa6280bf6fcc0ef8b86d03a\" tg-width=\"1280\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p>ETrade</p><p>Trailing (3 years) and estimated future quarterly EPS for TSLA. Green (red) values are amounts by which EPS beat (missed) the consensus expected EPS above.</p><p>Tesla has generated growth rates that amply demonstrate the company’s exceptionalism. TSLA’s YoY revenue growth rate is59.8%, as compared to 4.5% for Toyota (TM), 6.6% for Mercedes-Benz Group (OTCPK: MBGAF), 12.4% for General Motors (GM), and 12.7% for Ford (F). TSLA also has gross profit margins that are higher than those of these competing firms. Given the massive difference in scale of production, TSLA’s higher profit margins are impressive. The question for investors is whether the current share valuation makes sense, given that this valuation is sensitive to interest rates and depends on maintaining heroic growth rates.</p><p>I last wrote about TSLA on May 25, 2022, about 5 ½ months ago, and I maintained a sell rating on the shares. At that time, the Wall Street consensus rating on TSLA was a buy and the consensus 12-month price target was almost 50% above the share price. One red flag from the analyst outlooks was the extremely high dispersion among the individual price targets. Research has shown that the consensus price target is a meaningful predictor only when the spread in individual price targets is quite low. In fact, a consensus price target that implies a high return is actually a bearish indicator when the spread in the individual price targets is high. The valuation, then as now, was a concern and required incredible growth rates to be justified. I also noted that rising interest rates put downward pressure on the shares. I also looked at the market-implied outlook, a probabilistic price forecast that represents the consensus view from the options market. The market-implied outlook to mid-January of 2023 was substantially bearish. In the 5 ½ months since this post, TSLA has returned -13.3% vs. -4.26% for the S&amp;P 500 (not including dividends).</p><p><img src=\"https://static.tigerbbs.com/1c08822d1f3055ab12bf6e9e8a7ea386\" tg-width=\"1280\" tg-height=\"186\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Previous analysis of TSLA and subsequent performance vs. the S&amp;P 500 above.</p><p>For readers who are unfamiliar with the market-implied outlook, a brief explanation is needed. The price of an option on a stock is largely determined by the market’s consensus estimate of the probability that the stock price will rise above (call option) or fall below (put option) a specific level (the option strike price) between now and when the option expires. By analyzing the prices of call and put options at a range of strike prices, all with the same expiration date, it is possible to calculate a probabilistic price forecast that reconciles the options prices. This is the market-implied outlook. For a deeper explanation and background, I recommend this monograph published by the CFA Institute.</p><p>With TSLA trading at 12-month lows, I have calculated updated market-implied outlooks and I have compared these with the Wall Street consensus outlook in revisiting my rating.</p><p><b>Wall Street Consensus Outlook for TSLA</b></p><p>ETrade calculates the Wall Street consensus outlook for TSLA using price targets and ratings from 29 ranked analysts who have published their views over the past 3 months. The consensus rating is a buy and the consensus 12-month price targets is 57.7% above the current share price. As in my post from May, there is an enormous spread among the individual price targets. As a rule of thumb, I discount the consensus price target when the ratio of the highest to lowest price target is greater than 2. In this case, the ratio is 10.4 ($760 / $73).</p><p><img src=\"https://static.tigerbbs.com/615c8d0e04e8918e25b7385e2bad7c26\" tg-width=\"1280\" tg-height=\"855\" referrerpolicy=\"no-referrer\"/></p><p>ETrade</p><p>Wall Street analyst consensus rating and 12-month price target for TSLA above.</p><p>Seeking Alpha’s version of the Wall Street consensus outlook is calculated using the views of 35 analysts who have published ratings and price targets within the last 90 days. The consensus rating is a buy and the consensus 12-month price target is 47.2% above the current share price. I don’t put much weight on this number, however, because of the very large spread among the individual price targets.</p><p><img src=\"https://static.tigerbbs.com/797d6141699490e50d24fb2784e632e1\" tg-width=\"1280\" tg-height=\"882\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Wall Street analyst consensus rating and 12-month price target for TSLA above.</p><p>In the current results, as in my previous posts on TSLA in May of 2022 and in April of 2021, the spread among the individual analyst price targets is extremely high. This, in turn, suggests that the consensus outlook is unlikely to have predictive value. The consensus price target that is about 50% above the current share price, along with the large spread in individual price targets, may actually be a bearish indicator.</p><p><b>Market-Implied Outlook for TSLA</b></p><p>I have calculated the market-implied outlook for TSLA for the 2.4-month period from now until January 20, 2023 and for the 7.2-month period from now until June 16, 2023, using the prices of call and put options that expire on these dates. I selected these two expiration dates to provide a view through the end of 2022 and to the middle of 2023. In addition, options with expiration dates in January and June tend to be highly traded, increasing the confidence in the representativeness of the market-implied outlook.</p><p>The standard presentation of the market-implied outlook is a probability distribution of price return, with probability on the vertical axis and return on the horizontal.</p><p><img src=\"https://static.tigerbbs.com/44f689bc8494e22307e8401f8fcc1ac2\" tg-width=\"966\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Geoff Considine</p><p>Market-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023, above.</p><p>The market-implied outlook to mid-January of 2023 is very symmetric, with probabilities of positive returns that are very close to those for negative returns of the same magnitude. The expected volatility calculated from this outlook is 62% (annualized). For comparison, ETrade calculates a 59% implied volatility for the January options.</p><p>To make it easier to compare the relative probabilities of positive and negative returns, I rotate the negative return side of the distribution about the vertical axis (see chart below).</p><p><img src=\"https://static.tigerbbs.com/67eb2da8e00a45afb6a60092265c1c8c\" tg-width=\"897\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Geoff Considine</p><p>Market-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023. The negative return side of the distribution has been rotated about the vertical axis above.</p><p>This view shows just how closely the probabilities of positive and negative returns match up, across the entire range of possible outcomes (the solid blue line and the dashed red line are basically on top of one another). These results indicate a neutral outlook for the next 2.4 months.</p><p>Theory indicates that the market-implied outlook is expected to have a negative bias because investors, in aggregate, are risk averse and thus tend to pay more than fair value for downside protection. There is no way to measure the magnitude of this bias, or whether it is even present, however. The expectation of a negative bias shifts what would otherwise look like a neutral outlook to a slightly bullish view.</p><p>The market-implied outlook for the 7.2-month period from now until June 16, 2023 has probabilities of negative returns that are consistently higher than those for positive returns, across a wide range of possible outcomes (the dashed red line is consistently above the solid blue line over the left ⅔ of the chart below). The maximum probability corresponds to a price return of -21%. Even with consideration of a potential negative bias, I interpret this outlook as bearish. The expected volatility calculated from this distribution is 63% (annualized).</p><p><img src=\"https://static.tigerbbs.com/6f17528781a49f411c10295d132d77cf\" tg-width=\"897\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Geoff Considine</p><p>Market-implied price return probabilities for TSLA for the 7.2-month period from now until June 16, 2023. The negative return side of the distribution has been rotated about the vertical axis above.</p><p>The market-implied outlook for TSLA is very slightly bullish to mid-January of 2023, but bearish from now until mid-June of 2023. This suggests that TSLA may have gotten a bit oversold in the current sell-off, so a bounce in the next couple of months would not be a surprise. Over the longer-term, however, the outlook is somewhat bearish. In my analysis in late May, the 7.9-month outlook to January 20, 2023 was much more bearish than the current 7.2-month outlook to June of 2023. The expected volatility calculated in late May, 74%, was notably higher than the current estimation for expected volatility. The current outlook to the middle of 2023 is bearish, with high volatility, but the probability of large declines in the share price is lower than it was in late May.</p><p><b>Summary</b></p><p>Tesla has generated exceptional revenue growth in recent years, justifying a substantial premium on the share price as compared to other auto manufacturers and many successful tech companies, as well. That said, the value of a share of TSLA should be quite sensitive to prevailing interest rates as well as any shortfalls in the growth trajectory. With substantial gains in interest rates in 2022, along with concerns about slowing sales growth in China and Q3’s revenue miss, how does one evaluate TSLA? The Wall Street consensus outlook is of limited value because there is such a high level of disagreement between the analysts who follow the company. The consensus rating is a buy and the consensus 12-month price target implies a gain of around 50% from current levels, but I have little confidence in the usefulness of these metrics. If anything, the high consensus price target with high dispersion in the individual price targets is a somewhat bearish indicator. The market-implied outlook for TSLA is slightly bullish to mid-January of 2023 but moderately bearish to the middle of 2023. I am maintaining my sell rating on TSLA, although there is decent potential for some price recovery through the end of this year.</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>Even At The 12-Month Low, Tesla Is Not A Compelling Buy</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\">\nEven At The 12-Month Low, Tesla Is Not A Compelling Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4555040-tesla-stock-not-compelling-buy-even-at-12-month-low><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTSLA is trading at 12-month lows.Rising interest rates, Q3's revenue miss, and slowing sales in China are immediate concerns.The Wall Street consensus rating is a buy, with a consensus 12-month...</p>\n\n<a href=\"https://seekingalpha.com/article/4555040-tesla-stock-not-compelling-buy-even-at-12-month-low\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4555040-tesla-stock-not-compelling-buy-even-at-12-month-low","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157692624","content_text":"SummaryTSLA is trading at 12-month lows.Rising interest rates, Q3's revenue miss, and slowing sales in China are immediate concerns.The Wall Street consensus rating is a buy, with a consensus 12-month price target that is about 50% above the current share price.The very high dispersion in the individual analyst price targets reduces confidence in the meaningfulness of the consensus.The market-implied outlook (calculated from options prices) is slightly bullish through the end of 2022, but bearish to mid-2023.Shares of Tesla (NASDAQ: TSLA) have fallen by 15% from the closing price on October 31st and are down 51.6% from the 12-month high closing price of $399.93 on January 3rd. The shares are currently trading at 12-month lows. The drop in the share price since the end of October is largely attributable to declining vehicle sales in China for October, with the company cutting the prices of the Model 3 and Model Y by 9% to maintain demand. The market response to the China news was probably exacerbated by growing concerns after TSLA’s revenue miss for Q3(reported on October 19th).Seeking Alpha12-Month price history and basic statistics for TSLA above.Tesla’s valuation depends on continued rapid growth in revenues and earnings. This fact makes the share value quite sensitive to changes in interest rates. The theoretical value of a stock is the net present value of future earnings. The further into the future that these earnings are expected, the larger the compounded impact of increasing the discount rate, which depends on current interest rates. Rising interest rates are one of the factors driving TSLA down.The prevailing view among Wall Street analysts is that TSLA can maintain recent years’ incredibly rapid growth rates. The consensus for the rate of EPS growth over the next 3 to 5 years is 31.6% per year. If the company fails to deliver earnings in line with this outlook, the share valuation is likely to decline.ETradeTrailing (3 years) and estimated future quarterly EPS for TSLA. Green (red) values are amounts by which EPS beat (missed) the consensus expected EPS above.Tesla has generated growth rates that amply demonstrate the company’s exceptionalism. TSLA’s YoY revenue growth rate is59.8%, as compared to 4.5% for Toyota (TM), 6.6% for Mercedes-Benz Group (OTCPK: MBGAF), 12.4% for General Motors (GM), and 12.7% for Ford (F). TSLA also has gross profit margins that are higher than those of these competing firms. Given the massive difference in scale of production, TSLA’s higher profit margins are impressive. The question for investors is whether the current share valuation makes sense, given that this valuation is sensitive to interest rates and depends on maintaining heroic growth rates.I last wrote about TSLA on May 25, 2022, about 5 ½ months ago, and I maintained a sell rating on the shares. At that time, the Wall Street consensus rating on TSLA was a buy and the consensus 12-month price target was almost 50% above the share price. One red flag from the analyst outlooks was the extremely high dispersion among the individual price targets. Research has shown that the consensus price target is a meaningful predictor only when the spread in individual price targets is quite low. In fact, a consensus price target that implies a high return is actually a bearish indicator when the spread in the individual price targets is high. The valuation, then as now, was a concern and required incredible growth rates to be justified. I also noted that rising interest rates put downward pressure on the shares. I also looked at the market-implied outlook, a probabilistic price forecast that represents the consensus view from the options market. The market-implied outlook to mid-January of 2023 was substantially bearish. In the 5 ½ months since this post, TSLA has returned -13.3% vs. -4.26% for the S&P 500 (not including dividends).Seeking AlphaPrevious analysis of TSLA and subsequent performance vs. the S&P 500 above.For readers who are unfamiliar with the market-implied outlook, a brief explanation is needed. The price of an option on a stock is largely determined by the market’s consensus estimate of the probability that the stock price will rise above (call option) or fall below (put option) a specific level (the option strike price) between now and when the option expires. By analyzing the prices of call and put options at a range of strike prices, all with the same expiration date, it is possible to calculate a probabilistic price forecast that reconciles the options prices. This is the market-implied outlook. For a deeper explanation and background, I recommend this monograph published by the CFA Institute.With TSLA trading at 12-month lows, I have calculated updated market-implied outlooks and I have compared these with the Wall Street consensus outlook in revisiting my rating.Wall Street Consensus Outlook for TSLAETrade calculates the Wall Street consensus outlook for TSLA using price targets and ratings from 29 ranked analysts who have published their views over the past 3 months. The consensus rating is a buy and the consensus 12-month price targets is 57.7% above the current share price. As in my post from May, there is an enormous spread among the individual price targets. As a rule of thumb, I discount the consensus price target when the ratio of the highest to lowest price target is greater than 2. In this case, the ratio is 10.4 ($760 / $73).ETradeWall Street analyst consensus rating and 12-month price target for TSLA above.Seeking Alpha’s version of the Wall Street consensus outlook is calculated using the views of 35 analysts who have published ratings and price targets within the last 90 days. The consensus rating is a buy and the consensus 12-month price target is 47.2% above the current share price. I don’t put much weight on this number, however, because of the very large spread among the individual price targets.Seeking AlphaWall Street analyst consensus rating and 12-month price target for TSLA above.In the current results, as in my previous posts on TSLA in May of 2022 and in April of 2021, the spread among the individual analyst price targets is extremely high. This, in turn, suggests that the consensus outlook is unlikely to have predictive value. The consensus price target that is about 50% above the current share price, along with the large spread in individual price targets, may actually be a bearish indicator.Market-Implied Outlook for TSLAI have calculated the market-implied outlook for TSLA for the 2.4-month period from now until January 20, 2023 and for the 7.2-month period from now until June 16, 2023, using the prices of call and put options that expire on these dates. I selected these two expiration dates to provide a view through the end of 2022 and to the middle of 2023. In addition, options with expiration dates in January and June tend to be highly traded, increasing the confidence in the representativeness of the market-implied outlook.The standard presentation of the market-implied outlook is a probability distribution of price return, with probability on the vertical axis and return on the horizontal.Geoff ConsidineMarket-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023, above.The market-implied outlook to mid-January of 2023 is very symmetric, with probabilities of positive returns that are very close to those for negative returns of the same magnitude. The expected volatility calculated from this outlook is 62% (annualized). For comparison, ETrade calculates a 59% implied volatility for the January options.To make it easier to compare the relative probabilities of positive and negative returns, I rotate the negative return side of the distribution about the vertical axis (see chart below).Geoff ConsidineMarket-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023. The negative return side of the distribution has been rotated about the vertical axis above.This view shows just how closely the probabilities of positive and negative returns match up, across the entire range of possible outcomes (the solid blue line and the dashed red line are basically on top of one another). These results indicate a neutral outlook for the next 2.4 months.Theory indicates that the market-implied outlook is expected to have a negative bias because investors, in aggregate, are risk averse and thus tend to pay more than fair value for downside protection. There is no way to measure the magnitude of this bias, or whether it is even present, however. The expectation of a negative bias shifts what would otherwise look like a neutral outlook to a slightly bullish view.The market-implied outlook for the 7.2-month period from now until June 16, 2023 has probabilities of negative returns that are consistently higher than those for positive returns, across a wide range of possible outcomes (the dashed red line is consistently above the solid blue line over the left ⅔ of the chart below). The maximum probability corresponds to a price return of -21%. Even with consideration of a potential negative bias, I interpret this outlook as bearish. The expected volatility calculated from this distribution is 63% (annualized).Geoff ConsidineMarket-implied price return probabilities for TSLA for the 7.2-month period from now until June 16, 2023. The negative return side of the distribution has been rotated about the vertical axis above.The market-implied outlook for TSLA is very slightly bullish to mid-January of 2023, but bearish from now until mid-June of 2023. This suggests that TSLA may have gotten a bit oversold in the current sell-off, so a bounce in the next couple of months would not be a surprise. Over the longer-term, however, the outlook is somewhat bearish. In my analysis in late May, the 7.9-month outlook to January 20, 2023 was much more bearish than the current 7.2-month outlook to June of 2023. The expected volatility calculated in late May, 74%, was notably higher than the current estimation for expected volatility. The current outlook to the middle of 2023 is bearish, with high volatility, but the probability of large declines in the share price is lower than it was in late May.SummaryTesla has generated exceptional revenue growth in recent years, justifying a substantial premium on the share price as compared to other auto manufacturers and many successful tech companies, as well. That said, the value of a share of TSLA should be quite sensitive to prevailing interest rates as well as any shortfalls in the growth trajectory. With substantial gains in interest rates in 2022, along with concerns about slowing sales growth in China and Q3’s revenue miss, how does one evaluate TSLA? The Wall Street consensus outlook is of limited value because there is such a high level of disagreement between the analysts who follow the company. The consensus rating is a buy and the consensus 12-month price target implies a gain of around 50% from current levels, but I have little confidence in the usefulness of these metrics. If anything, the high consensus price target with high dispersion in the individual price targets is a somewhat bearish indicator. The market-implied outlook for TSLA is slightly bullish to mid-January of 2023 but moderately bearish to the middle of 2023. I am maintaining my sell rating on TSLA, although there is decent potential for some price recovery through the end of this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982491303,"gmtCreate":1667225508402,"gmtModify":1676537880619,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9982491303","repostId":"1126872333","repostType":4,"repost":{"id":"1126872333","kind":"news","pubTimestamp":1667230218,"share":"https://ttm.financial/m/news/1126872333?lang=&edition=fundamental","pubTime":"2022-10-31 23:30","market":"us","language":"en","title":"Tech Is Getting Boring. That’s a Good Thing","url":"https://stock-news.laohu8.com/highlight/detail?id=1126872333","media":"The Wall Street Journal","summary":"History shows that downturns are when the industry shifts focus from flashy novelties to things that are truly useful","content":"<html><head></head><body><p>LAGUNA BEACH, Calif.—With their valuations and earnings down, and their guidance gloomy, America’s tech companies have entered a phase when they have to be brutally honest with themselves about what really works. This means executives are trimming staff, moonshots and unprofitable distractions. They’re also deciding what to focus on.</p><p>It’s a transition away from more than a decade of “gee-whiz” projects—think self-driving cars, flying cars, metaverses and crypto—all fueled by seemingly limitless cash and venture-backed meal-replacement slurries. The task at hand now: the sometimes-boring but always-important work of building and expanding businesses that actually make money, by delivering things people and companies want and need.</p><p>This past week of earnings reports and public comments from the leaders of America’s biggest tech companies hammered home this theme. Google parent Alphabet, Microsoft, <a href=\"https://laohu8.com/S/META\">Facebook</a> increase; green up pointing triangle parent Meta Platforms and Amazon all reported quarterly results that caused their already-battered stocks to fall further.</p><p>For me and others who attended The Wall Street Journal Tech Live conference this past week, it was impossible to miss a recurring theme: the gravity of this moment, and the ways leaders are being forced to quickly adapt. This reality came up again and again, in both panels and frank between-session chatter.</p><p>Asked about the sudden, industrywide decline in sales of semiconductors, a stark turn in fortunes even for an industry as cyclical as chips, Intel Chief Executive Pat Gelsinger said: “Misery loves company—and that’s the nature of the semiconductor industry.”</p><p>Evan Spiegel, CEO of Snap—whose market value has tumbled more than 80% over the past year—spoke candidly about having had to discontinue innovative hardware products like its Pixy drone because they were low-margin businesses. He said his company had to focus on what could directly affect its bottom line, from making more revenue per user on advertising to continuing to expand the audience for its core social-media product.</p><p>Amid all this gloom, though, the inherent optimism of the tech industry also shined through. And that belief that better times are just one more breakthrough away isn’t entirely irrational, given what has happened to America’s tech industry in downturns past.</p><p>Historically, when venture capitalists tighten the purse strings and shareholders in public companies start demanding answers, the tech industry is forced to cut back in areas that aren’t viable businesses and focus on what can actually generate value for their customers—and revenue for themselves.</p><p>During financial crises, belt-tightening leads to the rollout and broad adoption of existing but not yet widely used technologies, according to lecturer and consultant Carlota Perez, who is a favorite of some venture capitalists for her studies of what drives revolutions in technology.</p><p>It might seem at first counterintuitive—wouldn’t the good times be when technologies are most widely deployed? But it turns out those are the times companies lose self-discipline, and spend on projects that might go nowhere, rather than putting their money and effort toward scaling up efforts that are both genuinely useful and actually profitable.</p><p>Now is a time when companies are shifting their attitudes and strategy from “what can we do?” to “what do we need to do?”</p><p>Waymo, born in 2009 in what was then Google’s moonshot lab, Google X, is a good example of this. At this past week’s conference, Journal reporter Tim Higgins pressed Waymo Co-CEO Tekedra Mawakana on whether future rollouts of the company’s self-driving taxis in new cities would take as long as the rollout of its first commercial service did in Phoenix—which has been going on for the past two years. Ms. Mawakana responded that after that first effort in Arizona, the company’s more mature self-driving technology meant that it was able to deploy its vehicles much more quickly in San Francisco, and will soon launch in Los Angeles.</p><p>It only took 13 years and at least $5.7 billion in investment.</p><p>Behind the scenes, in September Waymo hired a new finance chief to help the company expand to new regions and types of vehicles, a company spokeswoman told the Journal. Given the enormity of the transportation industry, if Waymo really has hit on a way to make robotaxis work in many more cities, even just some of the time, Waymo’s growth in the coming years could turn it into a business of significant scale for Alphabet.</p><p>As for the rest of the tech industry, what does focusing on what actually works look like? Lessons from past downturns, combined with other trends unique to the present, suggest directions they might take.</p><h3>Cost cutting and hybrid work favor remote-collaboration tech</h3><p>Many of the collaboration tools that got the world’s knowledge workers through the pandemic were founded soon after either the 2000 or 2008 crashes—from Zoom Video Communications (founded in 2011) to Slack (evolved from a videogame company that started in 2009) and Atlassian (2002). Before the pandemic, their growth typified the trend of businesses turning to cloud-based software to cut costs—or enable new means of getting things done more cheaply—when revenue dries up.</p><p>All of those onetime startups are now either big companies in their own right, or are owned by big companies. And companies still need tools for remote collaboration, since hybrid work necessitates them as much as fully remote work did. So while these companies may suffer pain in the short term, in the long run they have a double tailwind that could mean steady growth.</p><p>As with past downturns, there will be new companies and industries that will either be born during this time or will see their growth accelerate.</p><p>Roelof Botha, a partner at venture-capital giant Sequoia, said on stage at Tech Live that investors have more opportunities to find and evaluate good startups in a down market. Many other investors have said similar things. Even as giant “crossover funds” that invest in both the stock market and startups have grown shy about dumping money into private companies, venture-capital firms that remain committed to investing in startups are hunting for deals.</p><h3>Practical automation will help keep the lights on</h3><p>Webvan was a rapid-delivery company that saw a huge run up in its valuation before it went bust in 2001. While it failed, one of its laid-off leaders, Mick Mountz, took from his time there the lesson that e-commerce warehouses needed a great deal more automation than was available at the time. That led him to found Kiva Robotics, the logistics-automation company. Kiva was eventually bought by Amazon, and has been the linchpin of the company’s e-commerce fulfillment infrastructure ever since.</p><p>Now, a new wave of more-capable and demonstrably useful robots is arriving, as technologies like machine learning and computer vision have matured.</p><p>Boston Dynamics, a company that was founded in 1992 but didn’t release its first product commercially—Spot, the robot dog—until 2020, exemplifies this trend. In a panel on stage at Tech Live, CEO Robert Playter said that Spot is now covering more than 23 kilometers a day in an inspection tour of an Anheuser-Busch brewery, using a heat-sensing camera and a special auditory sensor to find machines that might fail soon or are wasting energy.</p><p>But it’s a less-cute, more practical robot called Stretch, a large mobile arm with a suction-based gripper for unloading trucks and shipping containers, that could someday be the real growth story for the company. Boston Dynamics has tested the robot with customers like DHL, and has received preorders for it.</p><h3>Crypto grows up</h3><p>No corner of the tech bubble saw a more furious run-up in valuation or a more precipitous crash than the value of cryptocurrencies and blockchain-based virtual goods like the deeds of ownership for digital art known as NFTs. The collapse of this bubble has dealt a body blow to the value of crypto-focused funds such as those run by investment firm Andreessen Horowitz.</p><p>When pressed on what applications of cryptocurrencies and the blockchain will prove durable, Sam Bankman-Fried, CEO and founder of crypto exchange FTX, pointed to speeding up the process of transferring money between banks, and at the same time reducing the transaction fees paid by merchants. While an admirable goal, re-plumbing the connections among the world’s financial institutions is hardly the sort of thing that has gotten crypto fans most excited in the past few years.</p><p>“Right now, the big opportunity, it feels like, and where capital is flowing, and a lot of good ideas still seem to be, is building out the infrastructure of blockchains and crypto,” said Ravi Mhatre, a co-founder of Lightspeed Venture Partners who sat on the same panel as Mr. Bankman-Fried. That infrastructure will be necessary to get hundreds of millions of people onto these systems, and make them just as fast and accessible as the internet itself, he added.</p><p>It’s another example of hype-fueled tech seeing its more outlandish manifestations laid low, and companies turning toward the things that it might actually do well, no matter how boring they might seem.</p><h3>The metaverse becomes the most boring place of all</h3><p>Herman Narula, CEO of the metaverse company Improbable Worlds, pointed out in a panel that the world already has a number of popular metaverses, and all of them are games, including Fortnite and Roblox. If Facebook’s own ailing metaverse, Horizon Worlds, can also be thought of as a kind of game, then staking a giant company’s future on what is essentially a new, unfinished game “is a really difficult thing to see working out successfully,” he added.</p><p>Tellingly, Facebook unveiled a new “pro” virtual-reality headset along with a partnership with Microsoft, which will be making its workplace-software available in the headset.</p><p>If it works, this realignment of the metaverse from a place to have fun to a place to get things done may represent the point at which Meta figured out an actual use for the metaverse: Making us more productive when we have to stare at screens anyway.</p><p>Phil Libin, CEO of artificial-intelligence company All Turtles and a self-described “metaverse hater,” sat on the same panel as Mr. Narula. Mr. Libin summed up the state of investment in the metaverse in a way that could apply to all tech investment in the foreseeable future.</p><p>“Now more than at any other time in history,” he said, “it is time to invest in the real world.”</p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech Is Getting Boring. That’s a Good Thing</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\">\nTech Is Getting Boring. That’s a Good Thing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/tech-is-getting-boring-thats-a-good-thing-11667016004?mod=business_major_pos8><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>LAGUNA BEACH, Calif.—With their valuations and earnings down, and their guidance gloomy, America’s tech companies have entered a phase when they have to be brutally honest with themselves about what ...</p>\n\n<a href=\"https://www.wsj.com/articles/tech-is-getting-boring-thats-a-good-thing-11667016004?mod=business_major_pos8\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","AAPL":"苹果","AMZN":"亚马逊","MSFT":"微软","NVDA":"英伟达","GOOGL":"谷歌A"},"source_url":"https://www.wsj.com/articles/tech-is-getting-boring-thats-a-good-thing-11667016004?mod=business_major_pos8","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126872333","content_text":"LAGUNA BEACH, Calif.—With their valuations and earnings down, and their guidance gloomy, America’s tech companies have entered a phase when they have to be brutally honest with themselves about what really works. This means executives are trimming staff, moonshots and unprofitable distractions. They’re also deciding what to focus on.It’s a transition away from more than a decade of “gee-whiz” projects—think self-driving cars, flying cars, metaverses and crypto—all fueled by seemingly limitless cash and venture-backed meal-replacement slurries. The task at hand now: the sometimes-boring but always-important work of building and expanding businesses that actually make money, by delivering things people and companies want and need.This past week of earnings reports and public comments from the leaders of America’s biggest tech companies hammered home this theme. Google parent Alphabet, Microsoft, Facebook increase; green up pointing triangle parent Meta Platforms and Amazon all reported quarterly results that caused their already-battered stocks to fall further.For me and others who attended The Wall Street Journal Tech Live conference this past week, it was impossible to miss a recurring theme: the gravity of this moment, and the ways leaders are being forced to quickly adapt. This reality came up again and again, in both panels and frank between-session chatter.Asked about the sudden, industrywide decline in sales of semiconductors, a stark turn in fortunes even for an industry as cyclical as chips, Intel Chief Executive Pat Gelsinger said: “Misery loves company—and that’s the nature of the semiconductor industry.”Evan Spiegel, CEO of Snap—whose market value has tumbled more than 80% over the past year—spoke candidly about having had to discontinue innovative hardware products like its Pixy drone because they were low-margin businesses. He said his company had to focus on what could directly affect its bottom line, from making more revenue per user on advertising to continuing to expand the audience for its core social-media product.Amid all this gloom, though, the inherent optimism of the tech industry also shined through. And that belief that better times are just one more breakthrough away isn’t entirely irrational, given what has happened to America’s tech industry in downturns past.Historically, when venture capitalists tighten the purse strings and shareholders in public companies start demanding answers, the tech industry is forced to cut back in areas that aren’t viable businesses and focus on what can actually generate value for their customers—and revenue for themselves.During financial crises, belt-tightening leads to the rollout and broad adoption of existing but not yet widely used technologies, according to lecturer and consultant Carlota Perez, who is a favorite of some venture capitalists for her studies of what drives revolutions in technology.It might seem at first counterintuitive—wouldn’t the good times be when technologies are most widely deployed? But it turns out those are the times companies lose self-discipline, and spend on projects that might go nowhere, rather than putting their money and effort toward scaling up efforts that are both genuinely useful and actually profitable.Now is a time when companies are shifting their attitudes and strategy from “what can we do?” to “what do we need to do?”Waymo, born in 2009 in what was then Google’s moonshot lab, Google X, is a good example of this. At this past week’s conference, Journal reporter Tim Higgins pressed Waymo Co-CEO Tekedra Mawakana on whether future rollouts of the company’s self-driving taxis in new cities would take as long as the rollout of its first commercial service did in Phoenix—which has been going on for the past two years. Ms. Mawakana responded that after that first effort in Arizona, the company’s more mature self-driving technology meant that it was able to deploy its vehicles much more quickly in San Francisco, and will soon launch in Los Angeles.It only took 13 years and at least $5.7 billion in investment.Behind the scenes, in September Waymo hired a new finance chief to help the company expand to new regions and types of vehicles, a company spokeswoman told the Journal. Given the enormity of the transportation industry, if Waymo really has hit on a way to make robotaxis work in many more cities, even just some of the time, Waymo’s growth in the coming years could turn it into a business of significant scale for Alphabet.As for the rest of the tech industry, what does focusing on what actually works look like? Lessons from past downturns, combined with other trends unique to the present, suggest directions they might take.Cost cutting and hybrid work favor remote-collaboration techMany of the collaboration tools that got the world’s knowledge workers through the pandemic were founded soon after either the 2000 or 2008 crashes—from Zoom Video Communications (founded in 2011) to Slack (evolved from a videogame company that started in 2009) and Atlassian (2002). Before the pandemic, their growth typified the trend of businesses turning to cloud-based software to cut costs—or enable new means of getting things done more cheaply—when revenue dries up.All of those onetime startups are now either big companies in their own right, or are owned by big companies. And companies still need tools for remote collaboration, since hybrid work necessitates them as much as fully remote work did. So while these companies may suffer pain in the short term, in the long run they have a double tailwind that could mean steady growth.As with past downturns, there will be new companies and industries that will either be born during this time or will see their growth accelerate.Roelof Botha, a partner at venture-capital giant Sequoia, said on stage at Tech Live that investors have more opportunities to find and evaluate good startups in a down market. Many other investors have said similar things. Even as giant “crossover funds” that invest in both the stock market and startups have grown shy about dumping money into private companies, venture-capital firms that remain committed to investing in startups are hunting for deals.Practical automation will help keep the lights onWebvan was a rapid-delivery company that saw a huge run up in its valuation before it went bust in 2001. While it failed, one of its laid-off leaders, Mick Mountz, took from his time there the lesson that e-commerce warehouses needed a great deal more automation than was available at the time. That led him to found Kiva Robotics, the logistics-automation company. Kiva was eventually bought by Amazon, and has been the linchpin of the company’s e-commerce fulfillment infrastructure ever since.Now, a new wave of more-capable and demonstrably useful robots is arriving, as technologies like machine learning and computer vision have matured.Boston Dynamics, a company that was founded in 1992 but didn’t release its first product commercially—Spot, the robot dog—until 2020, exemplifies this trend. In a panel on stage at Tech Live, CEO Robert Playter said that Spot is now covering more than 23 kilometers a day in an inspection tour of an Anheuser-Busch brewery, using a heat-sensing camera and a special auditory sensor to find machines that might fail soon or are wasting energy.But it’s a less-cute, more practical robot called Stretch, a large mobile arm with a suction-based gripper for unloading trucks and shipping containers, that could someday be the real growth story for the company. Boston Dynamics has tested the robot with customers like DHL, and has received preorders for it.Crypto grows upNo corner of the tech bubble saw a more furious run-up in valuation or a more precipitous crash than the value of cryptocurrencies and blockchain-based virtual goods like the deeds of ownership for digital art known as NFTs. The collapse of this bubble has dealt a body blow to the value of crypto-focused funds such as those run by investment firm Andreessen Horowitz.When pressed on what applications of cryptocurrencies and the blockchain will prove durable, Sam Bankman-Fried, CEO and founder of crypto exchange FTX, pointed to speeding up the process of transferring money between banks, and at the same time reducing the transaction fees paid by merchants. While an admirable goal, re-plumbing the connections among the world’s financial institutions is hardly the sort of thing that has gotten crypto fans most excited in the past few years.“Right now, the big opportunity, it feels like, and where capital is flowing, and a lot of good ideas still seem to be, is building out the infrastructure of blockchains and crypto,” said Ravi Mhatre, a co-founder of Lightspeed Venture Partners who sat on the same panel as Mr. Bankman-Fried. That infrastructure will be necessary to get hundreds of millions of people onto these systems, and make them just as fast and accessible as the internet itself, he added.It’s another example of hype-fueled tech seeing its more outlandish manifestations laid low, and companies turning toward the things that it might actually do well, no matter how boring they might seem.The metaverse becomes the most boring place of allHerman Narula, CEO of the metaverse company Improbable Worlds, pointed out in a panel that the world already has a number of popular metaverses, and all of them are games, including Fortnite and Roblox. If Facebook’s own ailing metaverse, Horizon Worlds, can also be thought of as a kind of game, then staking a giant company’s future on what is essentially a new, unfinished game “is a really difficult thing to see working out successfully,” he added.Tellingly, Facebook unveiled a new “pro” virtual-reality headset along with a partnership with Microsoft, which will be making its workplace-software available in the headset.If it works, this realignment of the metaverse from a place to have fun to a place to get things done may represent the point at which Meta figured out an actual use for the metaverse: Making us more productive when we have to stare at screens anyway.Phil Libin, CEO of artificial-intelligence company All Turtles and a self-described “metaverse hater,” sat on the same panel as Mr. Narula. Mr. Libin summed up the state of investment in the metaverse in a way that could apply to all tech investment in the foreseeable future.“Now more than at any other time in history,” he said, “it is time to invest in the real world.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982079220,"gmtCreate":1667059038360,"gmtModify":1676537855323,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9982079220","repostId":"2278507483","repostType":4,"repost":{"id":"2278507483","kind":"highlight","pubTimestamp":1667005734,"share":"https://ttm.financial/m/news/2278507483?lang=&edition=fundamental","pubTime":"2022-10-29 09:08","market":"us","language":"en","title":"3 Warren Buffett Stocks to Buy Hand Over Fist in November","url":"https://stock-news.laohu8.com/highlight/detail?id=2278507483","media":"Motley Fool","summary":"The Oracle of Omaha's methodology is passing the test of time after all.","content":"<html><head></head><body><p>Warren Buffett&#39;s value-based approach to picking stocks somewhat fell out of favor back in mid-2020, when growth stocks led the market out of its pandemic-prompted pullback. The market environment is more than a little rocky this year, though, and Buffett&#39;s philosophy is proving itself once again. Whereas the <b>S&amp;P 500</b> has been rather deep in the red over the past year of trading, <b>Berkshire Hathaway</b> stock is basically breaking even.</p><p>Translation: Given enough time, the all-weather Warren Buffett way still works.</p><p>Let&#39;s take a look at three Berkshire holdings you may want to scoop up for yourself, and soon. They&#39;re mostly underperforming for now. But these stocks tend to be recession-resilient, and they could end up outperforming the broad market in the foreseeable future.</p><h2>1. Bank of America</h2><p>At first glance, there are some troubling indicators surrounding banks right now. Rising interest rates could crimp demand for loans, while a weakening economy dents borrowers&#39; ability to make loan payments. Such an environment also sours the stock market, undermining the banking industry&#39;s investment-related businesses.</p><p>But investors may be pricing in far more downside than is merited for banks at the same time they&#39;re overlooking the upsides of this situation. That&#39;s arguably what&#39;s happening with <b>Bank of America</b> shares anyway.</p><p>Yes, last quarter&#39;s results showed a sizable uptick in provisions for losses on loans that may be in the cards, and per-share earnings fell from $0.85 to only $0.81 per share. That&#39;s quite possibly the worst trouble the bank&#39;s facing though. Even the company&#39;s investment management operation more or less matched this year&#39;s second-quarter results as well as the year-ago Q3 results during the third quarter of this year despite the broader market&#39;s poor performance.</p><p>Indeed, things may even be looking up very soon for Buffett&#39;s beaten-down $133 billion Bank of America position, which accounts for more than a tenth of his total stock holdings.</p><p>Although Bank of America is likely to make far fewer loans within the next few months than it has during the past few months, the net profitability of those loans should be much greater than the bank&#39;s current loan portfolio. In a recent interview with Yahoo! Finance, CEO Brian Moynihan pointed out that continued increases in interest rates could add another billion dollars worth of profitability to the company&#39;s current bottom line. That would bolster net interest income that was already up 24% year over year last quarter.</p><p>It&#39;s a possibility, however, that&#39;s only recent begun to be reflected in the stock&#39;s rebound effort from a sell-off that dragged it 40% below February&#39;s peak price. Still down 20% year to date though, the bounce since October&#39;s low may be a sign that the market is finally starting to right-price this ticker headed into November.</p><h2>2. Coca-Cola</h2><p>The recession-related risk of losing a job may prompt some people to cancel a vacation or postpone the purchase of a new car. Economic weakness and burgeoning inflation, however, typically don&#39;t cause consumers to stop buying their favorite beverages.</p><p>Enter<b> Coca-Cola</b>, which is doing just fine at a time when most companies aren&#39;t. Last quarter&#39;s organic revenue was up 16% on a 4% increase in unit volume, meaning the beverage giant is successfully passing along its higher costs to its customers. The company also managed to gain market share in a very crowded drinks market. And, given all that its management knows right now, Coca-Cola is still looking for solid single-digit revenue and earnings growth for the upcoming year despite broad economic headwinds.</p><p>This loyalty makes sense. Coca-Cola is one of the world&#39;s most recognized and beloved brand names, and being in business for 136 years means it&#39;s had plenty of time to become a fixture of the global culture. Christmas ornaments, clothing, toys, and home decor are just some of non-beverage goods that regularly borrow the Coca-Cola logo and colors, reflecting the planet&#39;s affinity for the brand outside of beverages.</p><p>Of course, The Coca-Cola Company isn&#39;t just its namesake cola anymore. The company reaches plenty of non-soda drinkers as well; it also owns Dasani water, Gold Peak tea, and Minute Maid juices, just to name a few.</p><p>Perhaps the real upside to new investors, however, is the nuance that Buffett likes most about this particular Berkshire holding. That&#39;s the dividend -- and its reliable growth -- that keeps on coming even in lousy environments. The quarterly payout has not only been paid like clockwork for decades now, but the annual dividend payment has been upped every year for the past 60 years.  Thanks to the stock&#39;s relative weakness this year, you can step into this stock right now while its yield is an above-average 3%.</p><h2>3. American Express</h2><p>Finally, add <b>American Express</b> to your list of Buffett stocks to buy sooner than later, while you can still buy it 26% below February&#39;s peak.</p><p>On the surface, it&#39;s just another credit company. Dig deeper, though, and it&#39;s much more. Whereas competitors like <b><a href=\"https://laohu8.com/S/V\">Visa</a></b> and <b>Mastercard</b> provide a payments processing platform for card issuers, American Express builds and operates its own robust charge-card ecosystem. The bulk of the company&#39;s personal and business charge cards impose an annual fee, but it&#39;s a fee its customers gladly pay in exchange for incredible perks. The Platinum Card, for instance, offers access to select airport lounges, while the Gold Card offers outright credits for <b>Uber Technology</b>&#39;s ride-hailing services.</p><p>And this ecosystem of benefits is no small matter.</p><p>The company earns interest income like any other lender and collects the usual transaction fees for facilitating the purchase of goods and services. But it also generates a great deal of service and card-fee income. Roughly 10% of last quarter&#39;s top line came from cardholders&#39; payments just for the privilege of holding an American Express charge card.</p><p>Of course, the economic turbulence could rattle consumers&#39; spending and prompt some to cancel credit cards that incur an annual fee. But that&#39;s not as likely as you might suspect.</p><p>Aside from the fact that American Express cardholders really, <i>really</i> love their rewards programs -- in August, J.D. Power ranked American Express highest for customer satisfaction for a third year in a row -- credit cards aren&#39;t just for splurging anymore. They&#39;re increasingly being used as an alternative to cash to buy everyday goods. In this vein, American Express has collected nearly $38.7 billion in net revenue through the first three quarters of this year, up 30% from where it was at this time of year in pre-pandemic 2019. Analysts are calling for top-line growth of 11% next year, too, despite the brewing economic headwind. That&#39;s more than many other companies will be able to produce.</p><p>You won&#39;t want to tarry if you agree with the bigger-picture bullish premise either. While the stock&#39;s deep in the red for the year, American Express and now both Mastercard and Visa all agreed in their most recent earnings reports that consumer spending is remaining surprisingly firm. The market hasn&#39;t been pricing these stocks accordingly, but may well do that beginning in November now that all three players are singing the same chorus.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks to Buy Hand Over Fist in November</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks to Buy Hand Over Fist in November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-29 09:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/28/3-warren-buffett-stocks-to-buy-hand-over-fist-in-n/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett's value-based approach to picking stocks somewhat fell out of favor back in mid-2020, when growth stocks led the market out of its pandemic-prompted pullback. The market environment is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/28/3-warren-buffett-stocks-to-buy-hand-over-fist-in-n/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐","AXP":"美国运通","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/10/28/3-warren-buffett-stocks-to-buy-hand-over-fist-in-n/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278507483","content_text":"Warren Buffett's value-based approach to picking stocks somewhat fell out of favor back in mid-2020, when growth stocks led the market out of its pandemic-prompted pullback. The market environment is more than a little rocky this year, though, and Buffett's philosophy is proving itself once again. Whereas the S&P 500 has been rather deep in the red over the past year of trading, Berkshire Hathaway stock is basically breaking even.Translation: Given enough time, the all-weather Warren Buffett way still works.Let's take a look at three Berkshire holdings you may want to scoop up for yourself, and soon. They're mostly underperforming for now. But these stocks tend to be recession-resilient, and they could end up outperforming the broad market in the foreseeable future.1. Bank of AmericaAt first glance, there are some troubling indicators surrounding banks right now. Rising interest rates could crimp demand for loans, while a weakening economy dents borrowers' ability to make loan payments. Such an environment also sours the stock market, undermining the banking industry's investment-related businesses.But investors may be pricing in far more downside than is merited for banks at the same time they're overlooking the upsides of this situation. That's arguably what's happening with Bank of America shares anyway.Yes, last quarter's results showed a sizable uptick in provisions for losses on loans that may be in the cards, and per-share earnings fell from $0.85 to only $0.81 per share. That's quite possibly the worst trouble the bank's facing though. Even the company's investment management operation more or less matched this year's second-quarter results as well as the year-ago Q3 results during the third quarter of this year despite the broader market's poor performance.Indeed, things may even be looking up very soon for Buffett's beaten-down $133 billion Bank of America position, which accounts for more than a tenth of his total stock holdings.Although Bank of America is likely to make far fewer loans within the next few months than it has during the past few months, the net profitability of those loans should be much greater than the bank's current loan portfolio. In a recent interview with Yahoo! Finance, CEO Brian Moynihan pointed out that continued increases in interest rates could add another billion dollars worth of profitability to the company's current bottom line. That would bolster net interest income that was already up 24% year over year last quarter.It's a possibility, however, that's only recent begun to be reflected in the stock's rebound effort from a sell-off that dragged it 40% below February's peak price. Still down 20% year to date though, the bounce since October's low may be a sign that the market is finally starting to right-price this ticker headed into November.2. Coca-ColaThe recession-related risk of losing a job may prompt some people to cancel a vacation or postpone the purchase of a new car. Economic weakness and burgeoning inflation, however, typically don't cause consumers to stop buying their favorite beverages.Enter Coca-Cola, which is doing just fine at a time when most companies aren't. Last quarter's organic revenue was up 16% on a 4% increase in unit volume, meaning the beverage giant is successfully passing along its higher costs to its customers. The company also managed to gain market share in a very crowded drinks market. And, given all that its management knows right now, Coca-Cola is still looking for solid single-digit revenue and earnings growth for the upcoming year despite broad economic headwinds.This loyalty makes sense. Coca-Cola is one of the world's most recognized and beloved brand names, and being in business for 136 years means it's had plenty of time to become a fixture of the global culture. Christmas ornaments, clothing, toys, and home decor are just some of non-beverage goods that regularly borrow the Coca-Cola logo and colors, reflecting the planet's affinity for the brand outside of beverages.Of course, The Coca-Cola Company isn't just its namesake cola anymore. The company reaches plenty of non-soda drinkers as well; it also owns Dasani water, Gold Peak tea, and Minute Maid juices, just to name a few.Perhaps the real upside to new investors, however, is the nuance that Buffett likes most about this particular Berkshire holding. That's the dividend -- and its reliable growth -- that keeps on coming even in lousy environments. The quarterly payout has not only been paid like clockwork for decades now, but the annual dividend payment has been upped every year for the past 60 years.  Thanks to the stock's relative weakness this year, you can step into this stock right now while its yield is an above-average 3%.3. American ExpressFinally, add American Express to your list of Buffett stocks to buy sooner than later, while you can still buy it 26% below February's peak.On the surface, it's just another credit company. Dig deeper, though, and it's much more. Whereas competitors like Visa and Mastercard provide a payments processing platform for card issuers, American Express builds and operates its own robust charge-card ecosystem. The bulk of the company's personal and business charge cards impose an annual fee, but it's a fee its customers gladly pay in exchange for incredible perks. The Platinum Card, for instance, offers access to select airport lounges, while the Gold Card offers outright credits for Uber Technology's ride-hailing services.And this ecosystem of benefits is no small matter.The company earns interest income like any other lender and collects the usual transaction fees for facilitating the purchase of goods and services. But it also generates a great deal of service and card-fee income. Roughly 10% of last quarter's top line came from cardholders' payments just for the privilege of holding an American Express charge card.Of course, the economic turbulence could rattle consumers' spending and prompt some to cancel credit cards that incur an annual fee. But that's not as likely as you might suspect.Aside from the fact that American Express cardholders really, really love their rewards programs -- in August, J.D. Power ranked American Express highest for customer satisfaction for a third year in a row -- credit cards aren't just for splurging anymore. They're increasingly being used as an alternative to cash to buy everyday goods. In this vein, American Express has collected nearly $38.7 billion in net revenue through the first three quarters of this year, up 30% from where it was at this time of year in pre-pandemic 2019. Analysts are calling for top-line growth of 11% next year, too, despite the brewing economic headwind. That's more than many other companies will be able to produce.You won't want to tarry if you agree with the bigger-picture bullish premise either. While the stock's deep in the red for the year, American Express and now both Mastercard and Visa all agreed in their most recent earnings reports that consumer spending is remaining surprisingly firm. The market hasn't been pricing these stocks accordingly, but may well do that beginning in November now that all three players are singing the same chorus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988302270,"gmtCreate":1666661258890,"gmtModify":1676537785136,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988302270","repostId":"2277277881","repostType":4,"repost":{"id":"2277277881","kind":"highlight","pubTimestamp":1666669590,"share":"https://ttm.financial/m/news/2277277881?lang=&edition=fundamental","pubTime":"2022-10-25 11:46","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2277277881","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>Wall Street bounced back in a major way last week. The &#34;three stocks to avoid&#34; in my column last week that I thought were going to lose to the market -- <b>Snap</b>, <b>Freeport-McMoran</b>, and <b>Gold Fields</b> -- plummeted 22%, soared 16%, and rose 6% fell, respectively, averaging out to a flat 0% move.</p><p>The <b>S&amp;P 500</b> experienced a 4.7% move higher. I was correct. I have been right in 34 of the past 53 weeks, or 64% of the time.</p><p>Now let&#39;s look at the week ahead. I see <b>Amazon.com</b>, <b>AbbVie</b>, and, <b><a href=\"https://laohu8.com/S/OSTK\">Overstock.com</a></b>as stocks you might want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. Amazon</b></h2><p>I thought I would never see the day when the mighty Amazon makes the cut on this list, but here we are. Amazon has struggled heading into Thursday afternoon&#39;s earnings report. The online retailing bellwether has surprised investors with back-to-back quarterly losses. Revenue growth has decelerated sharply for five consecutive quarters. Sales should pick back up with this week&#39;s report, but margins are probably still contracting.</p><p>&#34;Your margin is my opportunity&#34; is one of the most famous quotes by Amazon founder and former CEO Jeff Bezos. Can the e-tailer afford to ignore its meager markups? A lot of costs are rising at Amazon, and it probably didn&#39;t get a break this summer. The holidays are coming, but consumers are likely to hold their pocketbooks tighter than usual in this iffy economic climate.</p><p>I&#39;m an Amazon shareholder, but I have my concerns. Prove me wrong, Amazon.</p><h2><b>2. AbbVie</b></h2><p>Investors see profitable drug companies as all-weather performers, and AbbVie packs healthy earnings with a chunky 3.8% yield. It reports quarterly results near the end of the week, and analysts are eyeing decent growth on both ends of the income statement.</p><p>AbbVie may seem to be an odd name on this list, but let&#39;s talk about reality. The near-term outlook is hazy here. It&#39;s best-selling drug, Humira, goes off patent next year, and Wall Street pros see sales sliding 7% next year -- with an even bigger decline on the bottom line. There&#39;s also no denying that the U.S. government is pushing hard to keep drug prices in low.</p><p>AbbVie does have some young drugs that will help some of the sting of Humira&#39;s coming competition from the generics market. But it won&#39;t be enough. And the company would be doing its shareholders a disservice if it offers a rosy outlook on Friday morning.</p><h2><b>3. Overstock.com</b></h2><p>If I&#39;m putting Amazon on this list, I may as well single out an online retailer that&#39;s faring even worse. Overstock.com is in a world of hurt. Sales may be slowing at Amazon, but we&#39;ve seen four consecutive quarters of year-over-year declines at this deep discounter.</p><p>You would think a potential recessionary environment would be a dinner bell for a company selling clearance, distressed, and overstock items at bargain prices, but that hasn&#39;t been the case. Like the merchandise it sells, Overstock shares and profit targets are falling. It joins Amazon and AbbVie in reporting fresh financials this week, and this one could be the scariest of the three reports.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Amazon.com, AbbVie, and Overstock.com this week.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid 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\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 11:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/24/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street bounced back in a major way last week. The \"three stocks to avoid\" in my column last week that I thought were going to lose to the market -- Snap, Freeport-McMoran, and Gold Fields -- ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/24/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","ABBV":"艾伯维公司"},"source_url":"https://www.fool.com/investing/2022/10/24/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277277881","content_text":"Wall Street bounced back in a major way last week. The \"three stocks to avoid\" in my column last week that I thought were going to lose to the market -- Snap, Freeport-McMoran, and Gold Fields -- plummeted 22%, soared 16%, and rose 6% fell, respectively, averaging out to a flat 0% move.The S&P 500 experienced a 4.7% move higher. I was correct. I have been right in 34 of the past 53 weeks, or 64% of the time.Now let's look at the week ahead. I see Amazon.com, AbbVie, and, Overstock.comas stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. AmazonI thought I would never see the day when the mighty Amazon makes the cut on this list, but here we are. Amazon has struggled heading into Thursday afternoon's earnings report. The online retailing bellwether has surprised investors with back-to-back quarterly losses. Revenue growth has decelerated sharply for five consecutive quarters. Sales should pick back up with this week's report, but margins are probably still contracting.\"Your margin is my opportunity\" is one of the most famous quotes by Amazon founder and former CEO Jeff Bezos. Can the e-tailer afford to ignore its meager markups? A lot of costs are rising at Amazon, and it probably didn't get a break this summer. The holidays are coming, but consumers are likely to hold their pocketbooks tighter than usual in this iffy economic climate.I'm an Amazon shareholder, but I have my concerns. Prove me wrong, Amazon.2. AbbVieInvestors see profitable drug companies as all-weather performers, and AbbVie packs healthy earnings with a chunky 3.8% yield. It reports quarterly results near the end of the week, and analysts are eyeing decent growth on both ends of the income statement.AbbVie may seem to be an odd name on this list, but let's talk about reality. The near-term outlook is hazy here. It's best-selling drug, Humira, goes off patent next year, and Wall Street pros see sales sliding 7% next year -- with an even bigger decline on the bottom line. There's also no denying that the U.S. government is pushing hard to keep drug prices in low.AbbVie does have some young drugs that will help some of the sting of Humira's coming competition from the generics market. But it won't be enough. And the company would be doing its shareholders a disservice if it offers a rosy outlook on Friday morning.3. Overstock.comIf I'm putting Amazon on this list, I may as well single out an online retailer that's faring even worse. Overstock.com is in a world of hurt. Sales may be slowing at Amazon, but we've seen four consecutive quarters of year-over-year declines at this deep discounter.You would think a potential recessionary environment would be a dinner bell for a company selling clearance, distressed, and overstock items at bargain prices, but that hasn't been the case. Like the merchandise it sells, Overstock shares and profit targets are falling. It joins Amazon and AbbVie in reporting fresh financials this week, and this one could be the scariest of the three reports.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Amazon.com, AbbVie, and Overstock.com this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917682474,"gmtCreate":1665500056298,"gmtModify":1676537617323,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917682474","repostId":"2274656821","repostType":4,"repost":{"id":"2274656821","kind":"highlight","pubTimestamp":1665501541,"share":"https://ttm.financial/m/news/2274656821?lang=&edition=fundamental","pubTime":"2022-10-11 23:19","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2274656821","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>October got off to an encouraging start, but it didn&#39;t take long for the markets to start selling off. Stocks still generally closed out the week higher. The &#34;three stocks to avoid&#34; in my column last week that I thought were going to lose to the market -- <b>Apple</b>, <b>Conagra Brands</b>, and <b>Gold Fields</b> -- rose 1.3%%, 0.7%, and 5.9%, respectively, averaging out to a 2.6% uptick.</p><p>The <b>S&amp;P 500</b> experienced a 1.5% move lower, better than two of the three stocks but still short of the overall return. I was wrong. I have, though, been right in 32 of the past 51 weeks, or 63% of the time.</p><p>Now let&#39;s look at the week ahead. I see <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a></b>, <b>Blue Apron</b>, and, again, Gold Fields as stocks you might want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. Walgreens Boots Alliance</b></h2><p>It isn&#39;t easy being a drugstore operator these days. New platforms are upending and undercutting the way we fulfill prescriptions. E-commerce and third-party delivery apps are eating away at the need to drive to a drugstore for stocked essentials. It&#39;s against this grim backdrop that Walgreens Boots Alliance will step up to deliver financial results this week for the quarter that ended in August.</p><p>On the surface it may seem insane to bet against Walgreens Boots Alliance at this point. The stock hit a new 10-year low on Friday, and it&#39;s now trading for just five times trailing earnings. The stock is yielding a record high of 6.2%. This could make it a magnet for income-chasing value investors, but you may want to wait until it announces its quarterly results this week. Analysts see revenue and earnings per share declining 6% and 34%, respectively.</p><p>Analysts see revenue recovering next year, but Wall Street&#39;s eyeing just 1% growth. The bottom line is expected to keep shrinking, and it&#39;s easy to see why. This is a highly leveraged company. Having more than $38 billion in debt is a bad look heading into a time where refinancing rates are skyrocketing. Walgreens Boots Alliance may seem like a smart idea at five times trailing earnings, but would you say the same if I told you that it&#39;s fetching seven times forward earnings? The fundamentals are going to the wrong way.</p><h2><b>2. Blue Apron</b></h2><p>One of last week&#39;s biggest losers was Blue Apron. The pioneer of home-delivered meal kits shed more than half of its value, down 56% after announcing a stock offering. You may not think announcing a modest $15 million at-the-market equity offering would result in the shedding of more than $100 million in market cap, but think about it. If the news sank the stock and Blue Apron went on with the offering anyway, it&#39;s a sign of how desperate it has become for liquidity.</p><p>There&#39;s a lot going wrong here. Growth is a missing ingredient, as revenue has failed to top a 2% year-over-year gain in each of the last four years. Losses are mounting, and Blue Apron has posted a larger deficit than analysts were expecting in at least the last four quarters. With too many competitors promoting aggressively to win their way into your kitchen, this is not going to be moneymaker for investors in the near term.</p><h2><b>3. Gold Fields</b></h2><p>I went with Gold Fields last week because I felt gold miners would slip if the market bounced back in October. I got the second part right. Stocks did bounce back. Unfortunately for this particular call, gold prices moved even higher. It also only helped Gold Fields that it would schedule a shareholder meeting to vote on a pending deal for a Canadian gold miner that was initially valued at $6.7 billion.</p><p>Gold isn&#39;t an inverse market fund. It may be a flight to safety when there&#39;s turmoil, but the shiny previous metal has still lost value this year. I still think investors will rotate out of gold if this early October rally continues into the new trading week.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Walgreens, Blue Apron, and Gold Fields this week.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid 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\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/10/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>October got off to an encouraging start, but it didn't take long for the markets to start selling off. Stocks still generally closed out the week higher. The \"three stocks to avoid\" in my column last ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/10/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APRN":"Blue Apron Holdings Inc.","GFI":"金田","WBA":"沃尔格林联合博姿"},"source_url":"https://www.fool.com/investing/2022/10/10/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274656821","content_text":"October got off to an encouraging start, but it didn't take long for the markets to start selling off. Stocks still generally closed out the week higher. The \"three stocks to avoid\" in my column last week that I thought were going to lose to the market -- Apple, Conagra Brands, and Gold Fields -- rose 1.3%%, 0.7%, and 5.9%, respectively, averaging out to a 2.6% uptick.The S&P 500 experienced a 1.5% move lower, better than two of the three stocks but still short of the overall return. I was wrong. I have, though, been right in 32 of the past 51 weeks, or 63% of the time.Now let's look at the week ahead. I see Walgreens Boots Alliance, Blue Apron, and, again, Gold Fields as stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. Walgreens Boots AllianceIt isn't easy being a drugstore operator these days. New platforms are upending and undercutting the way we fulfill prescriptions. E-commerce and third-party delivery apps are eating away at the need to drive to a drugstore for stocked essentials. It's against this grim backdrop that Walgreens Boots Alliance will step up to deliver financial results this week for the quarter that ended in August.On the surface it may seem insane to bet against Walgreens Boots Alliance at this point. The stock hit a new 10-year low on Friday, and it's now trading for just five times trailing earnings. The stock is yielding a record high of 6.2%. This could make it a magnet for income-chasing value investors, but you may want to wait until it announces its quarterly results this week. Analysts see revenue and earnings per share declining 6% and 34%, respectively.Analysts see revenue recovering next year, but Wall Street's eyeing just 1% growth. The bottom line is expected to keep shrinking, and it's easy to see why. This is a highly leveraged company. Having more than $38 billion in debt is a bad look heading into a time where refinancing rates are skyrocketing. Walgreens Boots Alliance may seem like a smart idea at five times trailing earnings, but would you say the same if I told you that it's fetching seven times forward earnings? The fundamentals are going to the wrong way.2. Blue ApronOne of last week's biggest losers was Blue Apron. The pioneer of home-delivered meal kits shed more than half of its value, down 56% after announcing a stock offering. You may not think announcing a modest $15 million at-the-market equity offering would result in the shedding of more than $100 million in market cap, but think about it. If the news sank the stock and Blue Apron went on with the offering anyway, it's a sign of how desperate it has become for liquidity.There's a lot going wrong here. Growth is a missing ingredient, as revenue has failed to top a 2% year-over-year gain in each of the last four years. Losses are mounting, and Blue Apron has posted a larger deficit than analysts were expecting in at least the last four quarters. With too many competitors promoting aggressively to win their way into your kitchen, this is not going to be moneymaker for investors in the near term.3. Gold FieldsI went with Gold Fields last week because I felt gold miners would slip if the market bounced back in October. I got the second part right. Stocks did bounce back. Unfortunately for this particular call, gold prices moved even higher. It also only helped Gold Fields that it would schedule a shareholder meeting to vote on a pending deal for a Canadian gold miner that was initially valued at $6.7 billion.Gold isn't an inverse market fund. It may be a flight to safety when there's turmoil, but the shiny previous metal has still lost value this year. I still think investors will rotate out of gold if this early October rally continues into the new trading week.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Walgreens, Blue Apron, and Gold Fields this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914258650,"gmtCreate":1665291665570,"gmtModify":1676537583810,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914258650","repostId":"1197842233","repostType":4,"repost":{"id":"1197842233","kind":"news","pubTimestamp":1665278678,"share":"https://ttm.financial/m/news/1197842233?lang=&edition=fundamental","pubTime":"2022-10-09 09:24","market":"us","language":"en","title":"Elon Musk: \"Aren’t You Entertained?\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1197842233","media":"Financial Times","summary":"Musk roars with laughter. “I play the fool on Twitter and often shoot myself in the foot and cause myself all sorts of trouble","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/5b46ff3c33be5ce8a2e8c863b83fb923\" tg-width=\"1160\" tg-height=\"870\" referrerpolicy=\"no-referrer\"/></p><p>Dinner with Elon Musk begins with a drive in a Tesla. I am seated in the back, next to X, the billionaire’s two-and-a-half-year-old son. It’s around 7pm in Austin, and X is, as one would expect, cranky.</p><p>We had set off to Fonda San Miguel, Musk’s favourite Mexican restaurant, after a visit with an FT colleague to the Tesla Gigafactory on the banks of the Colorado river.</p><p>In this massive site Musk is producing the Y electric SUVs, the latest model in the Tesla collection that has catapulted him to the top of the world’s rich list (net worth: $232bn). Musk, with X perched on his shoulders, had proudly shown off the factory floor as he periodically raged against sluggish investment in lithium refining, which is desperately needed to ease battery shortages around the world.</p><p>Musk’s security chief, the designated driver, comes to the rescue with a milk bottle that soothes X to sleep by the time we reach the restaurant.</p><p>For the next couple of hours, I am better acquainted with the curious character of Elon Musk, the engineer and the visionary, the billionaire and the disrupter, the agitator and the troublemaker.</p><p>Defying armies of sceptics, including myself (full disclosure: until my family rebelled against me and bought a Tesla Model 3 and I started driving it, I was convinced the company would go bankrupt), Musk has built Tesla into a more than $700bn market cap business and forced the car industry to speed up the shift to electric vehicles. Not prone to modesty, Musk estimates he may have accelerated the “advent of sustainable energy” by “10, maybe even 20 years”.</p><p>In just over a decade, he has also transformed the commercial space industry and the economics of space, racing ahead of rivals in building a reusable rocket that can carry passengers. Nasa has picked his Starship to land astronauts on the moon over the next few years. It is now worth around $125bn. One day, or so Musk is convinced, it will be used to colonise Mars.</p><p>Musk is a maverick too, a serial tweeter to his more than 100mn followers who flouts convention, revels in outrageous outbursts, fights with regulators and staff, and taunts competitors. He has regular run-ins with the Securities and Exchange Commission: he was fined and forced to give up his chairmanship of Tesla over 2018 tweets in which he claimed to have secured funding to take Tesla private, statements that a US judge later described as having been made “recklessly”.</p><p>A recent lawsuit accuses Musk of running a pyramid scheme to prop up dogecoin, a cryptocurrency that is, literally, based on a joke — an internet meme of a Japanese dog. Dogecoin has predictably crashed but Musk’s enthusiasm has not: he twins his black jeans with a black T-shirt featuring an image of the dog.</p><p>Why does a serious guy with serious ideas indulge in silly Twitter games that could also cost his followers dearly? “Aren’t you entertained?” Musk roars with laughter. “I play the fool on Twitter and often shoot myself in the foot and cause myself all sorts of trouble . . . I don’t know, I find it vaguely therapeutic to express myself on Twitter. It’s a way to get messages out to the public.”</p><p>It is fair to say that Musk is obsessed with Twitter, so much so that he’s been embroiled in an epic on/off buyout of the platform that has captivated Wall Street and the tech industry for months. Twitter sued Musk (and he sued back) after he backed out of a $44bn acquisition deal he made in April, accusing the social media company of under-reporting the number of bots on the platform. This week, and just before his scheduled deposition, Musk changed his mind. He now says he wants to buy Twitter again.</p><p>I had asked over dinner whether his original offer had been a bad joke. “Twitter is certainly an invitation to increase your pain level,” he says. “I guess I must be a masochist . . . ” But he makes no secret that his interest in the company has never been primarily financial: “I’m not doing Twitter for the money. It’s not like I’m trying to buy some yacht and I can’t afford it. I don’t own any boats. But I think it’s important that people have a maximally trusted and inclusive means of exchanging ideas and that it should be as trusted and transparent as possible.” The alternative, he says, is a splintering of debate into different social-media bubbles, as evidenced by Donald Trump’s Truth Social network. “It [Truth Social] is essentially a rightwing echo chamber. It might as well be called Trumpet.”</p><p>Musk doesn’t eat lunch, possibly because an unflattering picture in a swimsuit taken on a yacht in Mykonos went viral over the summer. Since then, he has been on a diet.</p><p>At Fonda San Miguel, a teeming Mexican restaurant that promises a regional culinary experience, he is a familiar dinner customer. He orders a frozen margarita (he calls it a slushy with alcohol) and I order a beer. Musk looks around. “There’s a good buzz in this restaurant,” he says approvingly, and suggests to the waiter that they serve us some of their specialities. Musk is telling me that companies are like children when the first plates land on the table: the lamb chops in a pepper sauce, and shrimp with cheese and jalapeños. The food is “epic”, Musk gasps.</p><blockquote>It’s important that people die. How long would you have liked Stalin to live?</blockquote><p>Musk is capricious, but he sees himself as a problem solver, and the problem is everything from the potential end of life on Earth to climate change and even traffic (his Boring company is building tunnels). Recently, he has dreamt up his own (rather unhelpful) peace plan for ending Russia’s war in Ukraine. Born and raised in South Africa in a well-to-do family, he landed in California after studying economics and physics in Canada and Pennsylvania. One of his first big ideas was well ahead of its time: he wanted to revolutionise banking. He merged an online payments business he co-founded with another company in what became PayPal. When PayPal was sold to eBay, he used the money to start SpaceX and invest in Tesla.</p><p>Ageing strikes me as the only threat to humans that he is not attempting to resolve, though another company he founded, Neuralink, is designing chips that will be implanted in the brain to restore sensory and motor function. Musk is very exercised about population decline, and claims to be doing his part to populate Earth by having 10 children (from various partners), including, it was recently reported, twins with an executive at Neuralink.</p><p>He scoffs when I inquire if there are other children he has fathered — “I’m pretty sure there are no other babies looming” — and he dismisses the wild rumours that he has bought a fertility clinic to support his production of babies. Some friends, he reveals, have indeed suggested he should have 500 kids, but that would be a “bit weird”. Referring to himself, aged 51, as an “autumn chicken”, he says he may have more children, but only to the extent that he can be a good father to them. Nonetheless, he predicts that “the current trend for most countries is that civilisation will not die with a bang, it will die with a whimper in adult diapers”. But he says ageing should not be solved. “It’s important that people die. How long would you have liked Stalin to live?” That is a good point.</p><p>Musk’s bigger worry is the preservation of life beyond Earth. His solution is to populate Mars. “Something will happen to Earth eventually, it’s just a question of time. Eventually the sun will expand and destroy all life on Earth, so we do need to move at some point, or at least be a multi-planet species,” he says. “You have to ask the question: do we want to be a space-flying civilisation and a multi-planet species or not?” I’m not sure what I think but Musk is emphatic. “It’s a question of what percentage of resources should we devote to such an endeavour? I think if you say 1 per cent of resources, that’s probably a reasonable amount.“</p><p>Would Musk himself join the pioneering colony on Mars? “Especially if I’m getting old, I’ll do it. Why not?” he says. But how useful would he be to Mars if he’s too old? “I think there’s some non-trivial chance of dying, so I’d prefer to take that chance when I’m a bit older, and see my kids grow up. Rather than right now, where little X is only two-and-a-half. I think he’d miss me.”</p><p>The table is too small for the large plates we are sharing as a second course: a slow-cooked lamb that melts in the mouth, chillies in a walnut-based sauce and shrimp in creamy chipotle sauce. Musk is right: it is the best Mexican food I’ve ever had.</p><p>We turn to his views on government and politics and the Twitter Musk appears, the more emotional, unrestrained persona that comes across in his frenetic posts. He is lauding billionaires as the most efficient stewards of capital, best placed to decide on the allocation of social benefits. “If the alternative steward of capital is the government, that is actually not going to be to the benefit of the people,” says Musk.</p><p>He is railing against Joe Biden for being in thrall to the unions but also daring to snub him. “He [Biden] had an electric vehicle summit at the White House and deliberately didn’t invite Tesla last year. Then to follow it up, to add insult to injury, at a big event he said that GM was leading the electric car revolution, in the same quarter that GM shipped 26 electric cars and we shipped 300,000. Does that seem fair to you?“</p><p>Until recently Musk voted Democrat, although he is now more on the Republican side, or perhaps floating somewhere in between. He says he is considering setting up “the Super Moderate Super Pac” to support candidates with moderate views. He makes a point of telling me that he doesn’t hate Trump, even if he has clashed with him, and insists Biden is simply too old to run for a second term in office. “You don’t want to be too far from the average age of the population because it’s going to be very difficult to stay in touch . . . Maybe one generation away from the average age is OK, but two generations? At the point where you’ve got great-grandchildren, I don’t know, how in touch with the people are you? Is it even possible to be?”</p><blockquote>I’m subject to literally a million laws and regulations and I obey almost 99.99 per cent of them</blockquote><p>Musk has a dystopian view of the left’s influence on America, which helps explain his wild pursuit of Twitter to liberate free speech. He blames the fact that his teenage daughter no longer wants to be associated with him on the supposed takeover of elite schools and universities by neo-Marxists. “It’s full-on communism . . . and a general sentiment that if you’re rich, you’re evil,” says Musk. “It [the relationship] may change, but I have very good relationships with all the others [children]. Can’t win them all.“</p><p>He also has a dim view of regulators, whom he sees as bureaucrats justifying their jobs by going after high-profile targets like him. He seems to be in a constant feud with one regulator or another, whether it’s over his own pronouncements or over the treatment of staff. Musk is unabashed about driving his employees hard. He was bullied as a child (and has also spoken of emotional abuse by his father) but is now sometimes accused of bullying others. He shoots back: if anyone is unhappy working for him, they should work elsewhere because “they’re not chained to the company, it’s voluntary”.</p><p>Does he ever think he’s above the law? That’s utter nonsense, he tells me: “I’m subject to literally a million laws and regulations and I obey almost 99.99 per cent of them. It’s only when I think the law is contrary to the interest of the people that I have an issue.” I wonder if he means the interest of Elon Musk.</p><p>There are some topics that amuse Musk, eliciting prolonged laughter, and other questions that are met with deliberate silence before he speaks. The longest silence follows my question about China and the risk to Tesla’s Shanghai factory, which produces between 30 per cent and 50 per cent of Tesla’s total production. Musk has been an admirer of as well as an investor in China. But he is not immune to the gathering US-China tensions or the risk of a Chinese takeover of Taiwan. Musk says Beijing has made clear its disapproval of his recent rollout of Starlink, SpaceX’s satellite communications system, in Ukraine to help the military circumvent Russia’s cut-off of the internet. He says Beijing sought assurances that he would not sell Starlink in China. Musk reckons that conflict over Taiwan is inevitable but he is quick to point out that he won’t be alone in suffering the consequences. Tesla will be caught up in any conflict, he says, though, curiously, he seems to assume that the Shanghai factory will still be able to supply to customers in China, but not anywhere else. “Apple would be in very deep trouble, that’s for sure . . . ” he adds, not to mention the global economy, which he estimates, with precision, will take a 30 per cent hit.</p><p>It may be Musk’s realisation that business decisions can no longer be made without regard to security and geopolitics — or perhaps it’s simply an arrogant belief that he has all the answers — that now leads him to offer his own solutions to the world’s most complex geopolitical problems. “My recommendation . . . would be to figure out a special administrative zone for Taiwan that is reasonably palatable, probably won’t make everyone happy. And it’s possible, and I think probably, in fact, that they could have an arrangement that’s more lenient than Hong Kong.” I doubt his proposal will be taken up.</p><p>On Ukraine too, he has advocated a compromise with Russia that has earned him ridicule in Kyiv, where Starlink had made him a hero until now. He launched his peace plan in a poll on Twitter and suggested that Crimea, which Russia invaded in 2014 and later annexed, should simply be given away to Russia. Volodymyr Zelenskyy, the Ukrainian president, shot back with his own Twitter poll: which Elon Musk do you like more, he asked, the one who supports Ukraine or the one who supports Russia?</p><p>We are over an hour into dinner and Musk is in a hurry, having scheduled a call with his SpaceX team. We skip dessert and I ask for the bill, only to find out it’s already been settled by Musk’s security chief. Musk ignores my protestations that he is flouting Lunch with the FT convention: “You’re indebted to me for life,” he jokes. We head back to the car that is taking him to a private airport to board his jet and he suggests we continue our conversation on the way.</p><p>I find X exactly where I left him, in his car seat, but he’s more cheerful after his nap. He is cooing as he watches videos of rockets on his iPad while his dad discusses rockets with his team. Suddenly, I notice that the car is driving itself, as if to dispel the doubts I had expressed about Tesla’s self-driving prospects. “It can get to the airport without intervention,” says Musk. Alarmed, I put my seatbelt on. Musk could be a magician, but he could also be wrong.</p><p><b>Menu</b></p><p>Fonda San Miguel</p><p>2330 W N Loop Blvd, Austin, Texas 78756</p><p>House frozen margarita $10</p><p>Modelo Especial beer $6</p><p>House rocks margarita $10</p><p>Spicy sauce $0.50</p><p>Angels on horseback (shrimp with cheese) $18.95</p><p>Cordero lamb chops $24.95</p><p>Mixiote slow-cooked lamb $38.95</p><p>Chile en nogada (chillies in a walnut sauce) $38.95</p><p>Camarones crema chipotle (shrimp in a spicy chipotle sauce) $34.95</p><p>Total inc tax $198.37</p></body></html>","source":"lsy1580170736413","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk: \"Aren’t You Entertained?\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk: \"Aren’t You Entertained?\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-09 09:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.ft.com/content/5ef14997-982e-4f03-8548-b5d67202623a><strong>Financial Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dinner with Elon Musk begins with a drive in a Tesla. I am seated in the back, next to X, the billionaire’s two-and-a-half-year-old son. It’s around 7pm in Austin, and X is, as one would expect, ...</p>\n\n<a href=\"https://www.ft.com/content/5ef14997-982e-4f03-8548-b5d67202623a\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"https://www.ft.com/content/5ef14997-982e-4f03-8548-b5d67202623a","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197842233","content_text":"Dinner with Elon Musk begins with a drive in a Tesla. I am seated in the back, next to X, the billionaire’s two-and-a-half-year-old son. It’s around 7pm in Austin, and X is, as one would expect, cranky.We had set off to Fonda San Miguel, Musk’s favourite Mexican restaurant, after a visit with an FT colleague to the Tesla Gigafactory on the banks of the Colorado river.In this massive site Musk is producing the Y electric SUVs, the latest model in the Tesla collection that has catapulted him to the top of the world’s rich list (net worth: $232bn). Musk, with X perched on his shoulders, had proudly shown off the factory floor as he periodically raged against sluggish investment in lithium refining, which is desperately needed to ease battery shortages around the world.Musk’s security chief, the designated driver, comes to the rescue with a milk bottle that soothes X to sleep by the time we reach the restaurant.For the next couple of hours, I am better acquainted with the curious character of Elon Musk, the engineer and the visionary, the billionaire and the disrupter, the agitator and the troublemaker.Defying armies of sceptics, including myself (full disclosure: until my family rebelled against me and bought a Tesla Model 3 and I started driving it, I was convinced the company would go bankrupt), Musk has built Tesla into a more than $700bn market cap business and forced the car industry to speed up the shift to electric vehicles. Not prone to modesty, Musk estimates he may have accelerated the “advent of sustainable energy” by “10, maybe even 20 years”.In just over a decade, he has also transformed the commercial space industry and the economics of space, racing ahead of rivals in building a reusable rocket that can carry passengers. Nasa has picked his Starship to land astronauts on the moon over the next few years. It is now worth around $125bn. One day, or so Musk is convinced, it will be used to colonise Mars.Musk is a maverick too, a serial tweeter to his more than 100mn followers who flouts convention, revels in outrageous outbursts, fights with regulators and staff, and taunts competitors. He has regular run-ins with the Securities and Exchange Commission: he was fined and forced to give up his chairmanship of Tesla over 2018 tweets in which he claimed to have secured funding to take Tesla private, statements that a US judge later described as having been made “recklessly”.A recent lawsuit accuses Musk of running a pyramid scheme to prop up dogecoin, a cryptocurrency that is, literally, based on a joke — an internet meme of a Japanese dog. Dogecoin has predictably crashed but Musk’s enthusiasm has not: he twins his black jeans with a black T-shirt featuring an image of the dog.Why does a serious guy with serious ideas indulge in silly Twitter games that could also cost his followers dearly? “Aren’t you entertained?” Musk roars with laughter. “I play the fool on Twitter and often shoot myself in the foot and cause myself all sorts of trouble . . . I don’t know, I find it vaguely therapeutic to express myself on Twitter. It’s a way to get messages out to the public.”It is fair to say that Musk is obsessed with Twitter, so much so that he’s been embroiled in an epic on/off buyout of the platform that has captivated Wall Street and the tech industry for months. Twitter sued Musk (and he sued back) after he backed out of a $44bn acquisition deal he made in April, accusing the social media company of under-reporting the number of bots on the platform. This week, and just before his scheduled deposition, Musk changed his mind. He now says he wants to buy Twitter again.I had asked over dinner whether his original offer had been a bad joke. “Twitter is certainly an invitation to increase your pain level,” he says. “I guess I must be a masochist . . . ” But he makes no secret that his interest in the company has never been primarily financial: “I’m not doing Twitter for the money. It’s not like I’m trying to buy some yacht and I can’t afford it. I don’t own any boats. But I think it’s important that people have a maximally trusted and inclusive means of exchanging ideas and that it should be as trusted and transparent as possible.” The alternative, he says, is a splintering of debate into different social-media bubbles, as evidenced by Donald Trump’s Truth Social network. “It [Truth Social] is essentially a rightwing echo chamber. It might as well be called Trumpet.”Musk doesn’t eat lunch, possibly because an unflattering picture in a swimsuit taken on a yacht in Mykonos went viral over the summer. Since then, he has been on a diet.At Fonda San Miguel, a teeming Mexican restaurant that promises a regional culinary experience, he is a familiar dinner customer. He orders a frozen margarita (he calls it a slushy with alcohol) and I order a beer. Musk looks around. “There’s a good buzz in this restaurant,” he says approvingly, and suggests to the waiter that they serve us some of their specialities. Musk is telling me that companies are like children when the first plates land on the table: the lamb chops in a pepper sauce, and shrimp with cheese and jalapeños. The food is “epic”, Musk gasps.It’s important that people die. How long would you have liked Stalin to live?Musk is capricious, but he sees himself as a problem solver, and the problem is everything from the potential end of life on Earth to climate change and even traffic (his Boring company is building tunnels). Recently, he has dreamt up his own (rather unhelpful) peace plan for ending Russia’s war in Ukraine. Born and raised in South Africa in a well-to-do family, he landed in California after studying economics and physics in Canada and Pennsylvania. One of his first big ideas was well ahead of its time: he wanted to revolutionise banking. He merged an online payments business he co-founded with another company in what became PayPal. When PayPal was sold to eBay, he used the money to start SpaceX and invest in Tesla.Ageing strikes me as the only threat to humans that he is not attempting to resolve, though another company he founded, Neuralink, is designing chips that will be implanted in the brain to restore sensory and motor function. Musk is very exercised about population decline, and claims to be doing his part to populate Earth by having 10 children (from various partners), including, it was recently reported, twins with an executive at Neuralink.He scoffs when I inquire if there are other children he has fathered — “I’m pretty sure there are no other babies looming” — and he dismisses the wild rumours that he has bought a fertility clinic to support his production of babies. Some friends, he reveals, have indeed suggested he should have 500 kids, but that would be a “bit weird”. Referring to himself, aged 51, as an “autumn chicken”, he says he may have more children, but only to the extent that he can be a good father to them. Nonetheless, he predicts that “the current trend for most countries is that civilisation will not die with a bang, it will die with a whimper in adult diapers”. But he says ageing should not be solved. “It’s important that people die. How long would you have liked Stalin to live?” That is a good point.Musk’s bigger worry is the preservation of life beyond Earth. His solution is to populate Mars. “Something will happen to Earth eventually, it’s just a question of time. Eventually the sun will expand and destroy all life on Earth, so we do need to move at some point, or at least be a multi-planet species,” he says. “You have to ask the question: do we want to be a space-flying civilisation and a multi-planet species or not?” I’m not sure what I think but Musk is emphatic. “It’s a question of what percentage of resources should we devote to such an endeavour? I think if you say 1 per cent of resources, that’s probably a reasonable amount.“Would Musk himself join the pioneering colony on Mars? “Especially if I’m getting old, I’ll do it. Why not?” he says. But how useful would he be to Mars if he’s too old? “I think there’s some non-trivial chance of dying, so I’d prefer to take that chance when I’m a bit older, and see my kids grow up. Rather than right now, where little X is only two-and-a-half. I think he’d miss me.”The table is too small for the large plates we are sharing as a second course: a slow-cooked lamb that melts in the mouth, chillies in a walnut-based sauce and shrimp in creamy chipotle sauce. Musk is right: it is the best Mexican food I’ve ever had.We turn to his views on government and politics and the Twitter Musk appears, the more emotional, unrestrained persona that comes across in his frenetic posts. He is lauding billionaires as the most efficient stewards of capital, best placed to decide on the allocation of social benefits. “If the alternative steward of capital is the government, that is actually not going to be to the benefit of the people,” says Musk.He is railing against Joe Biden for being in thrall to the unions but also daring to snub him. “He [Biden] had an electric vehicle summit at the White House and deliberately didn’t invite Tesla last year. Then to follow it up, to add insult to injury, at a big event he said that GM was leading the electric car revolution, in the same quarter that GM shipped 26 electric cars and we shipped 300,000. Does that seem fair to you?“Until recently Musk voted Democrat, although he is now more on the Republican side, or perhaps floating somewhere in between. He says he is considering setting up “the Super Moderate Super Pac” to support candidates with moderate views. He makes a point of telling me that he doesn’t hate Trump, even if he has clashed with him, and insists Biden is simply too old to run for a second term in office. “You don’t want to be too far from the average age of the population because it’s going to be very difficult to stay in touch . . . Maybe one generation away from the average age is OK, but two generations? At the point where you’ve got great-grandchildren, I don’t know, how in touch with the people are you? Is it even possible to be?”I’m subject to literally a million laws and regulations and I obey almost 99.99 per cent of themMusk has a dystopian view of the left’s influence on America, which helps explain his wild pursuit of Twitter to liberate free speech. He blames the fact that his teenage daughter no longer wants to be associated with him on the supposed takeover of elite schools and universities by neo-Marxists. “It’s full-on communism . . . and a general sentiment that if you’re rich, you’re evil,” says Musk. “It [the relationship] may change, but I have very good relationships with all the others [children]. Can’t win them all.“He also has a dim view of regulators, whom he sees as bureaucrats justifying their jobs by going after high-profile targets like him. He seems to be in a constant feud with one regulator or another, whether it’s over his own pronouncements or over the treatment of staff. Musk is unabashed about driving his employees hard. He was bullied as a child (and has also spoken of emotional abuse by his father) but is now sometimes accused of bullying others. He shoots back: if anyone is unhappy working for him, they should work elsewhere because “they’re not chained to the company, it’s voluntary”.Does he ever think he’s above the law? That’s utter nonsense, he tells me: “I’m subject to literally a million laws and regulations and I obey almost 99.99 per cent of them. It’s only when I think the law is contrary to the interest of the people that I have an issue.” I wonder if he means the interest of Elon Musk.There are some topics that amuse Musk, eliciting prolonged laughter, and other questions that are met with deliberate silence before he speaks. The longest silence follows my question about China and the risk to Tesla’s Shanghai factory, which produces between 30 per cent and 50 per cent of Tesla’s total production. Musk has been an admirer of as well as an investor in China. But he is not immune to the gathering US-China tensions or the risk of a Chinese takeover of Taiwan. Musk says Beijing has made clear its disapproval of his recent rollout of Starlink, SpaceX’s satellite communications system, in Ukraine to help the military circumvent Russia’s cut-off of the internet. He says Beijing sought assurances that he would not sell Starlink in China. Musk reckons that conflict over Taiwan is inevitable but he is quick to point out that he won’t be alone in suffering the consequences. Tesla will be caught up in any conflict, he says, though, curiously, he seems to assume that the Shanghai factory will still be able to supply to customers in China, but not anywhere else. “Apple would be in very deep trouble, that’s for sure . . . ” he adds, not to mention the global economy, which he estimates, with precision, will take a 30 per cent hit.It may be Musk’s realisation that business decisions can no longer be made without regard to security and geopolitics — or perhaps it’s simply an arrogant belief that he has all the answers — that now leads him to offer his own solutions to the world’s most complex geopolitical problems. “My recommendation . . . would be to figure out a special administrative zone for Taiwan that is reasonably palatable, probably won’t make everyone happy. And it’s possible, and I think probably, in fact, that they could have an arrangement that’s more lenient than Hong Kong.” I doubt his proposal will be taken up.On Ukraine too, he has advocated a compromise with Russia that has earned him ridicule in Kyiv, where Starlink had made him a hero until now. He launched his peace plan in a poll on Twitter and suggested that Crimea, which Russia invaded in 2014 and later annexed, should simply be given away to Russia. Volodymyr Zelenskyy, the Ukrainian president, shot back with his own Twitter poll: which Elon Musk do you like more, he asked, the one who supports Ukraine or the one who supports Russia?We are over an hour into dinner and Musk is in a hurry, having scheduled a call with his SpaceX team. We skip dessert and I ask for the bill, only to find out it’s already been settled by Musk’s security chief. Musk ignores my protestations that he is flouting Lunch with the FT convention: “You’re indebted to me for life,” he jokes. We head back to the car that is taking him to a private airport to board his jet and he suggests we continue our conversation on the way.I find X exactly where I left him, in his car seat, but he’s more cheerful after his nap. He is cooing as he watches videos of rockets on his iPad while his dad discusses rockets with his team. Suddenly, I notice that the car is driving itself, as if to dispel the doubts I had expressed about Tesla’s self-driving prospects. “It can get to the airport without intervention,” says Musk. Alarmed, I put my seatbelt on. Musk could be a magician, but he could also be wrong.MenuFonda San Miguel2330 W N Loop Blvd, Austin, Texas 78756House frozen margarita $10Modelo Especial beer $6House rocks margarita $10Spicy sauce $0.50Angels on horseback (shrimp with cheese) $18.95Cordero lamb chops $24.95Mixiote slow-cooked lamb $38.95Chile en nogada (chillies in a walnut sauce) $38.95Camarones crema chipotle (shrimp in a spicy chipotle sauce) $34.95Total inc tax $198.37","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919796776,"gmtCreate":1663857826296,"gmtModify":1676537350997,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919796776","repostId":"1104523508","repostType":4,"repost":{"id":"1104523508","kind":"news","pubTimestamp":1663860487,"share":"https://ttm.financial/m/news/1104523508?lang=&edition=fundamental","pubTime":"2022-09-22 23:28","market":"us","language":"en","title":"The Federal Reserve Delivers A Massive Shock To The Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1104523508","media":"Seeking Alpha","summary":"SummaryThe Fed's forecast for rate hikes was more hawkish than expected.Even the usually implied vol","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The Fed&#39;s forecast for rate hikes was more hawkish than expected.</li><li>Even the usually implied volatility melt didn&#39;t help to lift stocks.</li><li>The S&amp;P 500 could probably fall to around 3,100.</li></ul><p>After several attempts to rein in the stock market, the Fed may have figured it out. The message was clear enough for a golden retriever(<i>I have two</i>) to understand. There was nothing cryptic or reading of the tea leaves to understand it.</p><p>Powell struck the point again, reiterating his stance at Jackson Hole about his commitment to reining in inflation, which would create below-trend growth rates and higher unemployment. What solidified this commentary was the FOMC summary of economic projections, which laid it all out very nicely.</p><p>There was nothing the equity market could cling to that it could twist and turn to make up some bullish narrative. It was what the Fed needed to deliver for financial conditions to tighten adequately and for the Fed to start to bring inflation down.</p><p><img src=\"https://static.tigerbbs.com/c2486dcfedbac39aa134867b15ef0873\" tg-width=\"640\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/></p><p>Federal Reserve</p><p><b>Old Games Didn&#39;t Work</b></p><p>Of course, the equity market tried to play its implied volatility melt in the middle of the trading session game, with the S&amp;P 500 managing to rally by more than 2% off its post-FOMC lows. But still, what became clear was that sellers were in the market, and they could offset that usually implied volatility melt and sink stocks.</p><p><img src=\"https://static.tigerbbs.com/459b1b4fde70f77ff59f4b70461818a8\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Rates Will Go Much Higher</b></p><p>The Fed&#39;s plan to get rates to 4.4% this year was just too much for the stock market and not expected. Fed Fund Futures were only looking at 4% rates by December 2022. The Fed&#39;s projections were 40 bps higher than the market and about 1.25% higher than the Fed Fund Rate following today&#39;s 75 BPS rate hike. That means the market will need to price two additional rate hikes for the rest of 2022.</p><p>The Fed&#39;s projections for 4.6% for 2023 have also shifted the Fed Funds Futures peak terminal rate to 4.62% from 4.48% yesterday. Additionally, that peak rate is expected to come in May 2023 instead of April. But more importantly, as time passes, we should see those Fed Funds Futures begin to take the shape of the Fed&#39;s expected path.</p><p><img src=\"https://static.tigerbbs.com/d9cc424c7d0e3e3e8aacd8113b242d37\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/></p><p>Mott Capital</p><p>The shift in the futures market should feed through to the Treasury curve. Treasuries are already beginning to rise further with the 2-Yr and 3-Yr gaining and now above 4%. Based on the Fed projections, they would suggest we&#39;re likely to see the two and three-year Treasuries not only stay above 4% but well above 4%, potentially matching those peak terminal rates of 4.6% the Fed is forecasting.</p><p><img src=\"https://static.tigerbbs.com/fc4e3deca3e43f787644f7190a194f61\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The higher rates will help strengthen the dollar index, especially against Japan and China, which are clearly in much easier monetary policy positions. Additionally, with Europe&#39;s energy crisis and on the brink of recession, the dollar is likely to strengthen further against the euro.</p><p><img src=\"https://static.tigerbbs.com/25c055312b974bed34e316facbc1f710\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Tighter Financial Conditions</b></p><p>Rising rates and a stronger dollar also will help real yield rise, and together all of these things will work to tighten financial conditions even more in the coming weeks. While the Chicago Fed&#39;s National Financial Conditions (NFCI) and Adjusted NFCI tightened some this week, they still need to see their index value get above zero. Tightening financial conditions will work to sink stocks as they usually do.</p><p><img src=\"https://static.tigerbbs.com/e8a87b59ca2e6b628c52613bf8779055\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Wider Spreads</b></p><p>Additionally, corporate and high-yield credit spreads should widen further, which historically is directly tied to changes in the stock market volatility as measured by the VIX index. Plus, now that the VIX options expiration occurred on Sept. 21, the VIX will be able to move higher more freely and will not be tied to the lower levels due to option positioning.</p><p><img src=\"https://static.tigerbbs.com/422c3763f701f4e62df97f8511fd97b9\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>All of this is bad for stocks because, on a relative basis, the S&amp;P 500 already is expensive, with an equity risk premium over the 10-Yr of just 2.4%. That&#39;s a historically low level since 2010 and 135 bps below the historical average of 3.76%. An increase of 135 bps in the S&amp;P 500 earnings yield would send it to roughly 7.25% from around 5.9%. That would take the S&amp;P 500 PE ratio of 16.9 to approximately 13.8, or an S&amp;P 500 value of roughly 3,100. That would be an additional 18% lower than its closing price of about 3,790 on Sept. 21.</p><p><img src=\"https://static.tigerbbs.com/f4bef51568c210e3673e7b0a8aa6a8ba\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>But that&#39;s the thing - it all depends on where rates go because if rates do rise as the Fed suggests, and the 2-yr gets to around 4.5% and assuming the curve remains inverted by 50 bps, the 10-Yr would trade with a 4% yield, and then, of course, that would imply an even higher earnings yield for the S&amp;P 500, and lower PE ratio.</p><p><b>Very Serious</b></p><p>The Fed is dead serious about raising rates. I have been warning about the end of QE and rate hikes and the consequence for about a year. As I also explained, the July and August 2022rally was a giant head-fake, and it got many investors on the wrong side of things, believing the Fed would cave and pivot. This time is different; the Fed has a serious inflation problem for the first time in about 40 years. During the 2010s, the Fed only had to worry about the unemployment rate because inflation was nonexistent, so that it could pivot at the first signs of slowing growth.</p><p>But now inflation is job number one for the Fed, and everything else is a distant second.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Federal Reserve Delivers A Massive Shock To The Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Federal Reserve Delivers A Massive Shock To The Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542392-fed-delivers-massive-shock-to-stock-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Fed's forecast for rate hikes was more hawkish than expected.Even the usually implied volatility melt didn't help to lift stocks.The S&P 500 could probably fall to around 3,100.After ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542392-fed-delivers-massive-shock-to-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4542392-fed-delivers-massive-shock-to-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104523508","content_text":"SummaryThe Fed's forecast for rate hikes was more hawkish than expected.Even the usually implied volatility melt didn't help to lift stocks.The S&P 500 could probably fall to around 3,100.After several attempts to rein in the stock market, the Fed may have figured it out. The message was clear enough for a golden retriever(I have two) to understand. There was nothing cryptic or reading of the tea leaves to understand it.Powell struck the point again, reiterating his stance at Jackson Hole about his commitment to reining in inflation, which would create below-trend growth rates and higher unemployment. What solidified this commentary was the FOMC summary of economic projections, which laid it all out very nicely.There was nothing the equity market could cling to that it could twist and turn to make up some bullish narrative. It was what the Fed needed to deliver for financial conditions to tighten adequately and for the Fed to start to bring inflation down.Federal ReserveOld Games Didn't WorkOf course, the equity market tried to play its implied volatility melt in the middle of the trading session game, with the S&P 500 managing to rally by more than 2% off its post-FOMC lows. But still, what became clear was that sellers were in the market, and they could offset that usually implied volatility melt and sink stocks.BloombergRates Will Go Much HigherThe Fed's plan to get rates to 4.4% this year was just too much for the stock market and not expected. Fed Fund Futures were only looking at 4% rates by December 2022. The Fed's projections were 40 bps higher than the market and about 1.25% higher than the Fed Fund Rate following today's 75 BPS rate hike. That means the market will need to price two additional rate hikes for the rest of 2022.The Fed's projections for 4.6% for 2023 have also shifted the Fed Funds Futures peak terminal rate to 4.62% from 4.48% yesterday. Additionally, that peak rate is expected to come in May 2023 instead of April. But more importantly, as time passes, we should see those Fed Funds Futures begin to take the shape of the Fed's expected path.Mott CapitalThe shift in the futures market should feed through to the Treasury curve. Treasuries are already beginning to rise further with the 2-Yr and 3-Yr gaining and now above 4%. Based on the Fed projections, they would suggest we're likely to see the two and three-year Treasuries not only stay above 4% but well above 4%, potentially matching those peak terminal rates of 4.6% the Fed is forecasting.BloombergThe higher rates will help strengthen the dollar index, especially against Japan and China, which are clearly in much easier monetary policy positions. Additionally, with Europe's energy crisis and on the brink of recession, the dollar is likely to strengthen further against the euro.BloombergTighter Financial ConditionsRising rates and a stronger dollar also will help real yield rise, and together all of these things will work to tighten financial conditions even more in the coming weeks. While the Chicago Fed's National Financial Conditions (NFCI) and Adjusted NFCI tightened some this week, they still need to see their index value get above zero. Tightening financial conditions will work to sink stocks as they usually do.BloombergWider SpreadsAdditionally, corporate and high-yield credit spreads should widen further, which historically is directly tied to changes in the stock market volatility as measured by the VIX index. Plus, now that the VIX options expiration occurred on Sept. 21, the VIX will be able to move higher more freely and will not be tied to the lower levels due to option positioning.BloombergAll of this is bad for stocks because, on a relative basis, the S&P 500 already is expensive, with an equity risk premium over the 10-Yr of just 2.4%. That's a historically low level since 2010 and 135 bps below the historical average of 3.76%. An increase of 135 bps in the S&P 500 earnings yield would send it to roughly 7.25% from around 5.9%. That would take the S&P 500 PE ratio of 16.9 to approximately 13.8, or an S&P 500 value of roughly 3,100. That would be an additional 18% lower than its closing price of about 3,790 on Sept. 21.BloombergBut that's the thing - it all depends on where rates go because if rates do rise as the Fed suggests, and the 2-yr gets to around 4.5% and assuming the curve remains inverted by 50 bps, the 10-Yr would trade with a 4% yield, and then, of course, that would imply an even higher earnings yield for the S&P 500, and lower PE ratio.Very SeriousThe Fed is dead serious about raising rates. I have been warning about the end of QE and rate hikes and the consequence for about a year. As I also explained, the July and August 2022rally was a giant head-fake, and it got many investors on the wrong side of things, believing the Fed would cave and pivot. This time is different; the Fed has a serious inflation problem for the first time in about 40 years. During the 2010s, the Fed only had to worry about the unemployment rate because inflation was nonexistent, so that it could pivot at the first signs of slowing growth.But now inflation is job number one for the Fed, and everything else is a distant second.","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910758011,"gmtCreate":1663688564434,"gmtModify":1676537316480,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910758011","repostId":"2268391042","repostType":4,"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910863364,"gmtCreate":1663596618059,"gmtModify":1676537298216,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9910863364","repostId":"1158905038","repostType":4,"repost":{"id":"1158905038","kind":"news","pubTimestamp":1663591588,"share":"https://ttm.financial/m/news/1158905038?lang=&edition=fundamental","pubTime":"2022-09-19 20:46","market":"us","language":"en","title":"QQQ: Summer Glory To Fade Off In Fall Obscurity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1158905038","media":"Seeking Alpha","summary":"SummaryIn this note, we will discuss recent price action in Invesco's QQQ ETF, along with the factor","content":"<html><head></head><body><p>Summary</p><ul><li>In this note, we will discuss recent price action in Invesco&#39;s QQQ ETF, along with the factors driving this action.</li><li>Furthermore, I share a fresh outlook for the QQQ now that my call for a retest of June lows is looking nailed on to materialize.</li><li>I rate QQQ &#39;Neutral&#39; at $290.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53444cd062deb64dcc2310c4eee26ce0\" tg-width=\"1080\" tg-height=\"637\" referrerpolicy=\"no-referrer\"/><span>Dilok Klaisataporn</span></p><p>Introduction: Where Do We Stand?</p><p>Invesco&#39;s QQQ (NASDAQ:QQQ) is an exchange-traded fund that tracks the tech-heavy Nasdaq-100 index. After a scintillating summer rally off of June lows, tech stocks and equity markets, in general, have resumed their downtrend. The lasttime I wrote on QQQ was back in early June, and here&#39;s what I said at the time:</p><blockquote>In the near term, I see QQQ running up to the $320-330 range, but over the medium term, we are likely to decline to $250-260. These targets are based on fundamental, quantitative, and technical analysis shared in today&#39;s note. With a near-term upside of 3-8% and a medium-term downside of ~20-25%, I&#39;m not too fond of QQQ&#39;s risk/reward here. Therefore, I am neutral on QQQ at current levels.</blockquote><blockquote><i>Source:Is QQQ A Buy Or Sell During The Dip? It&#39;s Complicated</i></blockquote><p>After initially dipping to ~$270 by mid-June, the QQQ went on a smashing rally to reach the $335 level by mid-August. On 15th August 2022, I wrote the following in my newsletter:</p><blockquote>A series of higher highs and higher lows seem to reflect a strong bullish reversal; however, below-average trading volumes are unnerving. We are close to a resistance zone in the $335-345 range, and on the weekly chart, QQQ is testing the top end of the falling wedge pattern we have traded in for the last nine months. A rejection from this zone could quite easily trigger a retest of June lows.</blockquote><blockquote><i>Source:TQI Weekly - Issue #5: A New Bull Market Or Just Another Bear Market Rally</i></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/159a6c2ed14077cf70319e8af4b8ccfb\" tg-width=\"640\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>QQQ&#39;s chart as of mid-August (WeBull Desktop)</span></p><p>Now, I am not sharing this history to showcase some extraordinary ability to predict the stock market. Instead, I strongly believe that nobody knows where the market is going in the near term. All we can do is analyze the fundamental, quantitative, and technical data to get a better understanding of what could happen in the market. And then orient our investing operations to benefit from this probabilistic understanding of the market environment.</p><p>Sticky inflation, rising interest rates, hawkish monetary policy, and slowing economic activity do not portend strong equity market returns for the foreseeable future. On Tuesday, the CPI inflation print came in hotter-than-expected at 8.3%, surprising market participants betting on a drop off in inflation. However, on the ground, inflation is slowing down [e.g., prices at the gas station are down significantly in recent weeks, home prices are declining, used auto prices are way off their peak, and there are many other instances]. Now, the lagging rents data (~30-40% of CPI) is set to make the headline inflation numbers look bad for some time to come.</p><p>While renowned investors like Ray Dalio and Jeff Gundlach called out the rising probability of a recession during this week (and predicted another 20-25% decline in S&amp;P500), the Fed seems to be focusing on countering inflation - moving full steam ahead with its quantitative tightening program. The expectations for the Fed&#39;s September meeting (on 21st and 22nd) are now pointing toward a 75-100 bps hike in the federal funds rate, and the bond market seems to be pricing in more hawkishness from Fed chair Jay Powell, as treasury rates continue to shift up rapidly.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6d4fb12a3da252cd53a6b5e96f4a380\" tg-width=\"640\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/><span>YCharts</span></p><p>Legendary investor Warren Buffett&#39;s quote comes to mind:</p><blockquote>Interest rates are to asset prices what gravity is to the apple. When there are low interest rates, there is a very low gravitational pull on asset prices. The most important item over time in valuation is obviously interest rates.</blockquote><p>As interest rates have shot up in 2022, equities have been getting re-rated lower, and after a 28% YTD decline, the P/E ratio for Invesco&#39;s QQQ ETF (QQQ) [an ETF tracking Nasdaq-100 index] has come down to ~22-23x. Looking at historical data from the past ten years, the QQQ seems like a no-brainer buy at around 20x earnings.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a4da36ad357f2be93d1e18fbcb5edbc\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>GuruFocus</span></p><p>However, persistently-high inflation, rising interest rates, and slowing economic activity (amidst waning consumer confidence) are significant threats to corporate earnings and the valuation multiples attached to these earnings. Honestly, earnings may be the next shoe to drop in this market cycle, and Q3 &amp; Q4 could bring a lot more volatility to the equity markets.</p><p>A Look At Some Recent Market Action</p><p>Broad market indices [S&amp;P500 (SPX), Nasdaq-100 (NDX), and Dow Jones Industrial Average (DIA)] got off to a strong start in September; however, volatility returned to Wall Street last week. On Tuesday, stocks took a tumble (SPY down ~4%, QQQ down ~5%) as inflation data came in hotter-than-expected - raising expectations of a 75-100 bps rate hike by the Fed at its September meeting and even more hawkishness from the Fed. After a couple of benign days on Wednesday and Thursday, the sell-off resumed on Friday, with all major indices closing in the red. With the Fed tightening into a slowing economy, the fears of an economic recession are growing.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0576618c7710bd346a4a0f9d24e86a0\" tg-width=\"640\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/><span>YCharts</span></p><p>At my recently launched marketplace service, The Quantamental Investor, we saw our GARP &amp; Buyback-Dividend portfolios experience a negative ROIC of -1.42% and -1.54% over the last two weeks, with a big chunk of weakness coming from a sell-off in large to mega-cap tech stocks. Interestingly, the performance of small to mid-cap (higher growth) companies was superior to that of their larger counterparts. As of the close on Friday, TQI&#39;s Moonshot Growth portfolio had an ROIC of +3.76%, which was better than iShares Russell 1000 Growth ETF&#39;s (IWF) return of -1.86%.</p><p><img src=\"https://static.tigerbbs.com/8806662e5af57a7b54a1a3e62a249693\" tg-width=\"905\" tg-height=\"264\" referrerpolicy=\"no-referrer\"/></p><p>At TQI, our playbook for this bear market is -</p><blockquote>Build long positions slowly and manage risk proactively.</blockquote><p>If equity prices continue to fall over the coming weeks and months, then our dollar cost averaging plan will prove to be an effective risk management strategy. At TQI, we started our core portfolios with a 50% cash position, which we intend to deploy in a staggered way over the next ten months.</p><p>Where Is The Market Headed Next?</p><p>I don&#39;t know where the market will be a week, a month, or a quarter from now. However, considering valuations and technical charts, I think a retest of QQQ&#39;s June lows of ~$270 is very likely in the near term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a46914a4f61975720b899626da4c4047\" tg-width=\"640\" tg-height=\"478\" referrerpolicy=\"no-referrer\"/><span>WeBull Desktop</span></p><p>If we fail to hold these levels, QQQ may be in for a decline to the $215-235 range. And I say this because the tech generals (largest components) in QQQ - Apple and Microsoft - have a potential downside of ~30-40% each. Read my latest articles on this subject to understand my reasoning for this call:</p><ul><li>Microsoft: Insider Selling, Frothy Valuation, Worsening Fundamentals, And More [September 15th, 2022]</li><li>Apple Vs. Microsoft Vs. Treasury Bonds: The Battle Of Safe Havens Round-2 [August 25th, 2022]</li><li>Apple Vs. Microsoft Vs. Treasury Bonds: The Battle Of Safe Havens [April 20th, 2022]</li></ul><p>We are getting closer to the Q3 (fall) earnings season, and that&#39;s when we could see a resolution on either side of the ~$270 level. With rising interest rates, the P/E trading multiples on QQQ are unlikely to expand in the foreseeable future (unless the earnings drop off, in which case the price will likely follow). Overall, I am not too fond of QQQ&#39;s medium-term risk-reward from current levels.</p><p>Final Thoughts</p><p>The Fed is hawkish as ever, and its balance sheet roll-off has just started. At some point, the Fed will break something in the economy, and then we will see yet another pivot. However, investors may have to undergo a lot more pain in equity markets before this happens. As the old adage goes -</p><blockquote><b>Don&#39;t Fight The Fed.</b></blockquote><p>And we are abiding by this rule in all of TQI&#39;s core portfolios by running our investing operations with ~50% in cash and deploying this cash slowly in a staggered fashion over a long period of time.</p><p>Over the near term, the QQQ is likely headed to June lows of ~$270, which is a downside of -7%. With the near and medium-term risk/reward being unattractive, I continue to rate QQQ &#39;Neutral&#39; at ~$290.</p><p>While broad market [QQQ] is not enticing, there are loads of individual stocks offering asymmetric risk/reward opportunities. Being selective, contrarian, and right could yield spectacular returns for investors buying during periods of heightened volatility like the one we are experiencing today. I&#39;ll leave you with this thought - &#34;Invest actively and manage risk proactively.&#34;</p><p><b>Key Takeaway:</b> I am neutral on QQQ at current levels.</p><p>Thank you for reading, and happy investing. Please feel free to share any questions, thoughts, or concerns in the comments section below.</p><p><i>This article was written by Ahan Vashi, </i><i>for reference only.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>QQQ: Summer Glory To Fade Off In Fall Obscurity?</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\">\nQQQ: Summer Glory To Fade Off In Fall Obscurity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 20:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541722-qqq-summer-glory-fade-off-fall-obscurity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn this note, we will discuss recent price action in Invesco's QQQ ETF, along with the factors driving this action.Furthermore, I share a fresh outlook for the QQQ now that my call for a retest...</p>\n\n<a href=\"https://seekingalpha.com/article/4541722-qqq-summer-glory-fade-off-fall-obscurity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NDX":"纳斯达克100指数",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4541722-qqq-summer-glory-fade-off-fall-obscurity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158905038","content_text":"SummaryIn this note, we will discuss recent price action in Invesco's QQQ ETF, along with the factors driving this action.Furthermore, I share a fresh outlook for the QQQ now that my call for a retest of June lows is looking nailed on to materialize.I rate QQQ 'Neutral' at $290.Dilok KlaisatapornIntroduction: Where Do We Stand?Invesco's QQQ (NASDAQ:QQQ) is an exchange-traded fund that tracks the tech-heavy Nasdaq-100 index. After a scintillating summer rally off of June lows, tech stocks and equity markets, in general, have resumed their downtrend. The lasttime I wrote on QQQ was back in early June, and here's what I said at the time:In the near term, I see QQQ running up to the $320-330 range, but over the medium term, we are likely to decline to $250-260. These targets are based on fundamental, quantitative, and technical analysis shared in today's note. With a near-term upside of 3-8% and a medium-term downside of ~20-25%, I'm not too fond of QQQ's risk/reward here. Therefore, I am neutral on QQQ at current levels.Source:Is QQQ A Buy Or Sell During The Dip? It's ComplicatedAfter initially dipping to ~$270 by mid-June, the QQQ went on a smashing rally to reach the $335 level by mid-August. On 15th August 2022, I wrote the following in my newsletter:A series of higher highs and higher lows seem to reflect a strong bullish reversal; however, below-average trading volumes are unnerving. We are close to a resistance zone in the $335-345 range, and on the weekly chart, QQQ is testing the top end of the falling wedge pattern we have traded in for the last nine months. A rejection from this zone could quite easily trigger a retest of June lows.Source:TQI Weekly - Issue #5: A New Bull Market Or Just Another Bear Market RallyQQQ's chart as of mid-August (WeBull Desktop)Now, I am not sharing this history to showcase some extraordinary ability to predict the stock market. Instead, I strongly believe that nobody knows where the market is going in the near term. All we can do is analyze the fundamental, quantitative, and technical data to get a better understanding of what could happen in the market. And then orient our investing operations to benefit from this probabilistic understanding of the market environment.Sticky inflation, rising interest rates, hawkish monetary policy, and slowing economic activity do not portend strong equity market returns for the foreseeable future. On Tuesday, the CPI inflation print came in hotter-than-expected at 8.3%, surprising market participants betting on a drop off in inflation. However, on the ground, inflation is slowing down [e.g., prices at the gas station are down significantly in recent weeks, home prices are declining, used auto prices are way off their peak, and there are many other instances]. Now, the lagging rents data (~30-40% of CPI) is set to make the headline inflation numbers look bad for some time to come.While renowned investors like Ray Dalio and Jeff Gundlach called out the rising probability of a recession during this week (and predicted another 20-25% decline in S&P500), the Fed seems to be focusing on countering inflation - moving full steam ahead with its quantitative tightening program. The expectations for the Fed's September meeting (on 21st and 22nd) are now pointing toward a 75-100 bps hike in the federal funds rate, and the bond market seems to be pricing in more hawkishness from Fed chair Jay Powell, as treasury rates continue to shift up rapidly.YChartsLegendary investor Warren Buffett's quote comes to mind:Interest rates are to asset prices what gravity is to the apple. When there are low interest rates, there is a very low gravitational pull on asset prices. The most important item over time in valuation is obviously interest rates.As interest rates have shot up in 2022, equities have been getting re-rated lower, and after a 28% YTD decline, the P/E ratio for Invesco's QQQ ETF (QQQ) [an ETF tracking Nasdaq-100 index] has come down to ~22-23x. Looking at historical data from the past ten years, the QQQ seems like a no-brainer buy at around 20x earnings.GuruFocusHowever, persistently-high inflation, rising interest rates, and slowing economic activity (amidst waning consumer confidence) are significant threats to corporate earnings and the valuation multiples attached to these earnings. Honestly, earnings may be the next shoe to drop in this market cycle, and Q3 & Q4 could bring a lot more volatility to the equity markets.A Look At Some Recent Market ActionBroad market indices [S&P500 (SPX), Nasdaq-100 (NDX), and Dow Jones Industrial Average (DIA)] got off to a strong start in September; however, volatility returned to Wall Street last week. On Tuesday, stocks took a tumble (SPY down ~4%, QQQ down ~5%) as inflation data came in hotter-than-expected - raising expectations of a 75-100 bps rate hike by the Fed at its September meeting and even more hawkishness from the Fed. After a couple of benign days on Wednesday and Thursday, the sell-off resumed on Friday, with all major indices closing in the red. With the Fed tightening into a slowing economy, the fears of an economic recession are growing.YChartsAt my recently launched marketplace service, The Quantamental Investor, we saw our GARP & Buyback-Dividend portfolios experience a negative ROIC of -1.42% and -1.54% over the last two weeks, with a big chunk of weakness coming from a sell-off in large to mega-cap tech stocks. Interestingly, the performance of small to mid-cap (higher growth) companies was superior to that of their larger counterparts. As of the close on Friday, TQI's Moonshot Growth portfolio had an ROIC of +3.76%, which was better than iShares Russell 1000 Growth ETF's (IWF) return of -1.86%.At TQI, our playbook for this bear market is -Build long positions slowly and manage risk proactively.If equity prices continue to fall over the coming weeks and months, then our dollar cost averaging plan will prove to be an effective risk management strategy. At TQI, we started our core portfolios with a 50% cash position, which we intend to deploy in a staggered way over the next ten months.Where Is The Market Headed Next?I don't know where the market will be a week, a month, or a quarter from now. However, considering valuations and technical charts, I think a retest of QQQ's June lows of ~$270 is very likely in the near term.WeBull DesktopIf we fail to hold these levels, QQQ may be in for a decline to the $215-235 range. And I say this because the tech generals (largest components) in QQQ - Apple and Microsoft - have a potential downside of ~30-40% each. Read my latest articles on this subject to understand my reasoning for this call:Microsoft: Insider Selling, Frothy Valuation, Worsening Fundamentals, And More [September 15th, 2022]Apple Vs. Microsoft Vs. Treasury Bonds: The Battle Of Safe Havens Round-2 [August 25th, 2022]Apple Vs. Microsoft Vs. Treasury Bonds: The Battle Of Safe Havens [April 20th, 2022]We are getting closer to the Q3 (fall) earnings season, and that's when we could see a resolution on either side of the ~$270 level. With rising interest rates, the P/E trading multiples on QQQ are unlikely to expand in the foreseeable future (unless the earnings drop off, in which case the price will likely follow). Overall, I am not too fond of QQQ's medium-term risk-reward from current levels.Final ThoughtsThe Fed is hawkish as ever, and its balance sheet roll-off has just started. At some point, the Fed will break something in the economy, and then we will see yet another pivot. However, investors may have to undergo a lot more pain in equity markets before this happens. As the old adage goes -Don't Fight The Fed.And we are abiding by this rule in all of TQI's core portfolios by running our investing operations with ~50% in cash and deploying this cash slowly in a staggered fashion over a long period of time.Over the near term, the QQQ is likely headed to June lows of ~$270, which is a downside of -7%. With the near and medium-term risk/reward being unattractive, I continue to rate QQQ 'Neutral' at ~$290.While broad market [QQQ] is not enticing, there are loads of individual stocks offering asymmetric risk/reward opportunities. Being selective, contrarian, and right could yield spectacular returns for investors buying during periods of heightened volatility like the one we are experiencing today. I'll leave you with this thought - \"Invest actively and manage risk proactively.\"Key Takeaway: I am neutral on QQQ at current levels.Thank you for reading, and happy investing. Please feel free to share any questions, thoughts, or concerns in the comments section below.This article was written by Ahan Vashi, for reference only.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937911973,"gmtCreate":1663339725292,"gmtModify":1676537255736,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9937911973","repostId":"1186067066","repostType":4,"repost":{"id":"1186067066","kind":"news","pubTimestamp":1663339267,"share":"https://ttm.financial/m/news/1186067066?lang=&edition=fundamental","pubTime":"2022-09-16 22:41","market":"us","language":"en","title":"Meta Platforms Could Be The Most Undervalued Technology Company In The Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1186067066","media":"seekingalpha","summary":"SummaryMeta Platforms has declined by more than 50% in 2022, falling much further than the major ind","content":"<html><head></head><body><h2>Summary</h2><ul><li>Meta Platforms has declined by more than 50% in 2022, falling much further than the major indices.</li><li>META is now trading at a valuation that puts its share price at a lower price than it was in parts of 2017.</li><li>META is one of the best-positioned companies from a numbers standpoint, with tens of billions in FCF and a clean balance sheet.</li><li>I believe that META is oversold and can be one of the largest recovery stories in 2023.</li><li>I do much more than just articles at Barbell Capital: Members get access to model portfolios, regular updates, a chat room, and more.</li></ul><p><img src=\"https://static.tigerbbs.com/e894087fef4c63171b4c071ed5165399\" tg-width=\"750\" tg-height=\"485\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Despite increasing its revenue by $78.76 billion (193.73%), gross profit by $60.9 billion (173%), cash from operations by $34.25 billion (141.44%), Free Cash Flow (FCF) by $18.35 billion (104.94%), and net income by $17.72 billion (111.32%) over the prior 5 fiscal years, Meta Platforms (NASDAQ:META) is trading well below the $176.46 per share it closed 2017 with. </p><p>Over the past year, META has declined by -59.88%, and YTD has fallen well below the major idiocies, declining -55.71%. I am asking myself if META is a broken company or a broken stock? I believe META is a quintessential example of a mispriced stock in the market. </p><p>There are countless aspects that impact a company&#39;s stock price, but looking past perceptions and opinions, the numbers indicate that META is inaccurately valued. Unless financial fraud is occurring, the numbers disclosed on 10Q and 10K reports cannot be manipulated. </p><p>$1 of revenue and $1 of profit is still $1 of revenue and $1 of profit regardless of which industry a company operates in. If a company&#39;s revenue grows from $100 to $150, it doesn&#39;t matter if it&#39;s a technology company or a pharmaceutical company; the growth rate is 50%. </p><p>My feelings are that too many people are disregarding the Metaverse and using it as a narrative as to why META has lost its way, causing negative perception and uncertainty in its stock. </p><p>At the end of the day, the numbers are the numbers, and META&#39;s shares should be trading at a minimum of 80% higher.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/067d21ad0e376f86bcc4225f4d2c7c61\" tg-width=\"640\" tg-height=\"334\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><h2><b>The numbers are the numbers, and META is not being valued on what they are accomplishing</b></h2><p>The mentality of buying companies that make things and produce consumer staples during inflationary times needs to be replaced with investing in great companies with solid balance sheets that produce large amounts of profits. Unfortunately, out of all the valuation metrics, there isn&#39;t one that is looked at the same way throughout different industries. My opinion is that it&#39;s a tie between META and Alphabet (GOOGL) as to which company has the strongest balance sheet in the entire market. Some would say GOOGL as it has more assets, cash, and equity, but there are many similarities between the two. META has $0 in long-term debt, and its cash position of $40.49 billion is 92% of its total liabilities, which includes capital leases. META isn&#39;t a profitless tech company, yet its shares have plummeted more than -50% in 2022.</p><p>It is astonishing how investors can justify paying double the Price to Free Cash Flow (FCF) multiple for The Coca-Cola Company (KO) than META, when META produces more than double the amount of FCF, and profits. The Price to FCF metric is a longtime favorite of mine that has recently become popular as FCF has become important again. FCF is often looked at as one of the best measures of profitability as FCF excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. To some investors, FCF is more important to analyze than net income because it&#39;s harder to manipulate as it is a true indication of the company&#39;s cash. FCF is also the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business. With every investment, you&#39;re paying the current value for a company&#39;s present and future cash flow. More commentators on financial networks have discussed the importance of generating FCF in the past 6 months than in the past 3 years.</p><p>I will go through META&#39;s financials, but to show how undervalued its shares are, I will compare META to 10 other companies. I am selecting companies from big tech and consumer staples to show the level of FCF produced in different industries and the price to FCF multiple for each company. This comparison will show that the methodology of investing in companies that produce things should be updated to investing in companies that produce strong cash flow, regardless of the industry they operate in. The companies I will compare META to are:</p><ul><li>Apple (AAPL)</li><li>Microsoft (MSFT)</li><li>Amazon (AMZN)</li><li>Alphabet (GOOGL)</li><li>Tesla (TSLA)</li><li>Procter &amp; Gamble (PG)</li><li>The Coca-Cola Company (KO)</li><li>Kimberly-Clark (KMB)</li><li>McDonald&#39;s (MCD)</li><li>PepsiCo (PEP)</li></ul><p>In addition to adding the disclosure at the end, I want to be clear prior to the analysis that I am a shareholder of AAPL, AMZN, GOOGL, META, TSLA, and KO. The numbers are the numbers and cannot be manipulated, and I am not cherry-picking information. I will be using the FCF over the TTM as the amount of FCF produced, not a projected Forward FCF number.</p><p>Below is a table of the price to FCF multiple Mr. Market has placed on each of these companies at the close of business on 9/15.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf7dd587e809c33c52bf46c57ba1993c\" tg-width=\"640\" tg-height=\"204\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha, Steven Fiorillo</span></p><p>First, I will start by comparing META to the consumer staples companies I selected. The average price to FCF across PEP, MCD, KO, PG, and KMB is 27.82x. These companies have an average market cap of $208.34 billion and generate an average of $7.59 billion of FCF. PG is the largest company in this group, with a market cap of $327.86 billion, generating $13.57 billion in FCF, with a price to FCF multiple of 24.17x. KMB has the lowest FCF multiple of 22.65x and generated $1.8 billion of FCF in the TTM.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96b576061282a7b5f2c693c23d683d0b\" tg-width=\"640\" tg-height=\"125\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha, Steven Fiorillo</span></p><p>When I compare META to these companies, META&#39;s share price has fallen off a cliff while these consumer staples have a range of appreciating by 0.39% to declining by -15.63%. They have been safer investments, providing better downside risk mitigation while paying quarterly dividends to shareholders.</p><p>Here is where valuations get interesting. KMB has a market cap of $40.99 billion, generated $1.81 billion of FCF, and trades at a price to FCF multiple of 22.65x. META&#39;s market cap is 9.8x larger than KMB, yet it produces 19.8x the amount of FCF than KMB. You can purchase shares of META for a price to FCF multiple of 11.22x, which is slightly less than half the multiple Mr. Market has given KMB at 22.65x. The valuations do not make sense. If you were buying an entire company, would you rather purchase KMB for $40.99 billion when it generates $1.81 billion of FCF or META for $401.92 billion when it generates $35.83 billion in FCF? I would rather buy META at 9.8x the price tag to generate 19.8x more FCF, especially since I am paying a multiple of 11.22x for its FCF.</p><p>If I look at PG instead, PG has a similar market cap to META at $327.86 billion and produces $13.57 billion of FCF. PG is currently trading at a price to FCF multiple of 24.17x. This valuation also doesn&#39;t make sense as META is priced at a price-to-FCF ratio that is 53.58% less than PG&#39;s. META&#39;s market cap is only 22.59% larger than PG&#39;s, yet it generates 264.1% more FCF than PG. For an additional $74.06 billion (22.59% larger), you could buy the entire company of META and generate an additional $22.26 billion of annual FCF.</p><p>Looking at the most expensive staple, PEP, the valuations become even more unrealistic. PEP has generated $6.34 billion of FCF in the TTM and trades at a price to FCF multiple of 36.12x. FB has a market cap that&#39;s 75.57% larger than PEP, yet it produces 565.32% more FCF than PEP. The market has placed a multiple of more than 3x PEP&#39;s FCF on its price compared to how META trades.</p><p>These examples are to illustrate how the market values different types of companies. At the end of the day, the numbers and the numbers, and $1 of FCF is $1 of FCF, it doesn&#39;t matter if you&#39;re selling Tide laundry detergent, a can of Pepsi, or ads on Facebook. META generates tens of billions more in FCF than these consumer staples and trades at a fraction of the valuation, which in my opinion, is an indication that META is grossly misvalued in the market.</p><p><img src=\"https://static.tigerbbs.com/cd7b41ccbf9f032556a7dc82aaf95a28\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67cf0fd52142b1d0c959b14d640871c3\" tg-width=\"640\" tg-height=\"126\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha, Steven Fiorillo</span></p><p>I wanted to compare META to consumer staple companies first because media commentators have been discussing allocating capital toward defensive companies, which has traditionally meant consumer staples. I believe cash is king and the combination of companies with growing revenues, large profits, large FCF, and clean balance sheets is where capital should be allocated to regardless of the economic environment.</p><p>When I look at META compared to the other large tech companies, META once again looks undervalued. The goal in business is to generate a profit, and AMZN has been operating at a negative FCF and low-profit margin in the TTM, yet its market cap vastly overshadows META&#39;s. In the TTM,AMZNhas generated $11.61 billion in net income compared to META&#39;s $33.63 billion of net income, yet its market cap is more than 3x the size. AMZN has also generated $35.57 billion of cash from operations in the TTM, placing its FCF at -$29.78 billion as they have allocated $65.36 billion toward CapEx. AMZN has a profit margin of 2.39% compared to META&#39;s 28.16%. Looking at AMZN&#39;s negative FCF, and low-profit margin, it&#39;s hard to justify META&#39;s 11.22x price to FCF.</p><p>The market has loved TSLA, and its market cap is on the verge of surpassing $1 trillion. Currently, TSLA has produced $6.94 billion in FCF and trades at a price to FCF multiple of 137.21x. Many investors would say you need to look at TSLA&#39;s growth, so I did. Since the close of 2018, TSLA has grown its revenue by $45.71 billion (212.97%) while META has grown its revenue by $63.57 billion (113.85%). While TSLA&#39;s growth rate is larger, META has grown its revenue by a significantly larger amount in the same period. Looking at net income, TSLA has grown its net income by $10.5 billion to $9.52 billion since the close of 2018, while META has grown its net income by $11.52 billion to $33.63 billion in the same period. When I look at the growth of TSLA, it&#39;s impressive, and TSLA is doing so many things well, but the valuation is broken. TSLA trading at 137.21x its FCF compared to META at 11.22x is, in my opinion, an indication that META is undervalued. Would you rather buy a company for $951.79 billion that produces $6.94 billion in FCF, or a company for $401.92 billion, producing $35.83 billion of FCF?</p><p><img src=\"https://static.tigerbbs.com/7d076a04b04d1dac58a237adf8a51eeb\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Even if the Metaverse is a flop, META is paying for its development in cash, isn&#39;t taking on debt, and shouldn&#39;t be penalized because others can&#39;t understand Zuckerberg&#39;s vision</b></p><p>One of the reasons I believe META has been discarded is that many investors don&#39;t agree with META&#39;s play on the Metaverse. Whether the Metaverse will work or become mainstream is a debate that can&#39;t be won at this point in time, and we will need to wait and see how the story unfolds. The aspect that can be discussed is how the Metaverse is impacting META&#39;s numbers and whether it is a liability.</p><p><img src=\"https://static.tigerbbs.com/d1d73b4ceb140399b8cdf08713b80199\" tg-width=\"640\" tg-height=\"741\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As I indicated earlier, META has one of the cleanest balance sheets you will ever read. Debt is not in META&#39;s vocabulary, as long-term debt will not be found on its balance sheet. META has a cash-to-total liability ratio of 0.92x and can pay off almost every liability tomorrow with a check. Debating if the Metaverse will work is a moot point because, in the end, it doesn&#39;t matter. META isn&#39;t taking on debt to fund this project, so if it doesn&#39;t work, it will be chalked up as an expensive failed experiment, but if it is successful, the Metaverse could become a tremendous revenue generator and profit center. While billions in capital are being spent on the Metaverse, META has also been buying back shares. Over the previous 4 years, META has repurchased 5.37% of its outstanding shares, which amounts to 166.5 million shares.</p><p>Looking forward, META is expected to continue to grow in 2023. In the TTM META has generated $119.41 billion of revenue and produced $12.22 in EPS. The consensus estimates are that META will generate $118.16 billion of revenue in 2022 and $131.1 billion in 2023, and on the high side, those numbers could be $128.54 billion in 2022 and $154.65 billion in 2023.</p><p><img src=\"https://static.tigerbbs.com/5223c386715b658f764c34ae34cd4e94\" tg-width=\"640\" tg-height=\"174\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>META and GOOGL have a duopoly on advertising, and regardless of what AMZN, AAPL, or Netflix (NFLX) plans to incorporate into their platforms, it&#39;s hard to run a business without a website, Instagram page, or a Facebook page. If META maintains its profit margin of 28.16%, it could generate $33.28 billion of net income in 2022 based on the analyst consensus and $36.92 billion in 2023. If META exceeds expectations, it could generate over $35 billion of profit in 2022 and $40 billion in 2023. META is being priced as if a fire sale is occurring, and I believe it&#39;s due to public perception, not the numbers.</p><h2><b>Conclusion</b></h2><p>The markets may continue to be extremely volatile going into the next Fed meeting, and there is no telling how the markets will react if we receive a 75 basis point increase. META is trading where it did in 2017, yet it&#39;s improved in every financial metric and printed tens of billions in profits and FCF annually. While there are no signals that the pain is over, I am continuing to purchase META on the way down. META&#39;s current valuation and financials indicate that this is a broken stock, not a broken company. From a numbers standpoint, META looks to be the best buy in big tech and possibly one of the best buys in the market if you have a long-term perspective.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms Could Be The Most Undervalued Technology Company In The Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nMeta Platforms Could Be The Most Undervalued Technology Company In The Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-16 22:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541361-meta-platforms-could-be-most-undervalued-technology-company?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta Platforms has declined by more than 50% in 2022, falling much further than the major indices.META is now trading at a valuation that puts its share price at a lower price than it was in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541361-meta-platforms-could-be-most-undervalued-technology-company?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://seekingalpha.com/article/4541361-meta-platforms-could-be-most-undervalued-technology-company?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1186067066","content_text":"SummaryMeta Platforms has declined by more than 50% in 2022, falling much further than the major indices.META is now trading at a valuation that puts its share price at a lower price than it was in parts of 2017.META is one of the best-positioned companies from a numbers standpoint, with tens of billions in FCF and a clean balance sheet.I believe that META is oversold and can be one of the largest recovery stories in 2023.I do much more than just articles at Barbell Capital: Members get access to model portfolios, regular updates, a chat room, and more.Despite increasing its revenue by $78.76 billion (193.73%), gross profit by $60.9 billion (173%), cash from operations by $34.25 billion (141.44%), Free Cash Flow (FCF) by $18.35 billion (104.94%), and net income by $17.72 billion (111.32%) over the prior 5 fiscal years, Meta Platforms (NASDAQ:META) is trading well below the $176.46 per share it closed 2017 with. Over the past year, META has declined by -59.88%, and YTD has fallen well below the major idiocies, declining -55.71%. I am asking myself if META is a broken company or a broken stock? I believe META is a quintessential example of a mispriced stock in the market. There are countless aspects that impact a company's stock price, but looking past perceptions and opinions, the numbers indicate that META is inaccurately valued. Unless financial fraud is occurring, the numbers disclosed on 10Q and 10K reports cannot be manipulated. $1 of revenue and $1 of profit is still $1 of revenue and $1 of profit regardless of which industry a company operates in. If a company's revenue grows from $100 to $150, it doesn't matter if it's a technology company or a pharmaceutical company; the growth rate is 50%. My feelings are that too many people are disregarding the Metaverse and using it as a narrative as to why META has lost its way, causing negative perception and uncertainty in its stock. At the end of the day, the numbers are the numbers, and META's shares should be trading at a minimum of 80% higher.Seeking AlphaThe numbers are the numbers, and META is not being valued on what they are accomplishingThe mentality of buying companies that make things and produce consumer staples during inflationary times needs to be replaced with investing in great companies with solid balance sheets that produce large amounts of profits. Unfortunately, out of all the valuation metrics, there isn't one that is looked at the same way throughout different industries. My opinion is that it's a tie between META and Alphabet (GOOGL) as to which company has the strongest balance sheet in the entire market. Some would say GOOGL as it has more assets, cash, and equity, but there are many similarities between the two. META has $0 in long-term debt, and its cash position of $40.49 billion is 92% of its total liabilities, which includes capital leases. META isn't a profitless tech company, yet its shares have plummeted more than -50% in 2022.It is astonishing how investors can justify paying double the Price to Free Cash Flow (FCF) multiple for The Coca-Cola Company (KO) than META, when META produces more than double the amount of FCF, and profits. The Price to FCF metric is a longtime favorite of mine that has recently become popular as FCF has become important again. FCF is often looked at as one of the best measures of profitability as FCF excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. To some investors, FCF is more important to analyze than net income because it's harder to manipulate as it is a true indication of the company's cash. FCF is also the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business. With every investment, you're paying the current value for a company's present and future cash flow. More commentators on financial networks have discussed the importance of generating FCF in the past 6 months than in the past 3 years.I will go through META's financials, but to show how undervalued its shares are, I will compare META to 10 other companies. I am selecting companies from big tech and consumer staples to show the level of FCF produced in different industries and the price to FCF multiple for each company. This comparison will show that the methodology of investing in companies that produce things should be updated to investing in companies that produce strong cash flow, regardless of the industry they operate in. The companies I will compare META to are:Apple (AAPL)Microsoft (MSFT)Amazon (AMZN)Alphabet (GOOGL)Tesla (TSLA)Procter & Gamble (PG)The Coca-Cola Company (KO)Kimberly-Clark (KMB)McDonald's (MCD)PepsiCo (PEP)In addition to adding the disclosure at the end, I want to be clear prior to the analysis that I am a shareholder of AAPL, AMZN, GOOGL, META, TSLA, and KO. The numbers are the numbers and cannot be manipulated, and I am not cherry-picking information. I will be using the FCF over the TTM as the amount of FCF produced, not a projected Forward FCF number.Below is a table of the price to FCF multiple Mr. Market has placed on each of these companies at the close of business on 9/15.Seeking Alpha, Steven FiorilloFirst, I will start by comparing META to the consumer staples companies I selected. The average price to FCF across PEP, MCD, KO, PG, and KMB is 27.82x. These companies have an average market cap of $208.34 billion and generate an average of $7.59 billion of FCF. PG is the largest company in this group, with a market cap of $327.86 billion, generating $13.57 billion in FCF, with a price to FCF multiple of 24.17x. KMB has the lowest FCF multiple of 22.65x and generated $1.8 billion of FCF in the TTM.Seeking Alpha, Steven FiorilloWhen I compare META to these companies, META's share price has fallen off a cliff while these consumer staples have a range of appreciating by 0.39% to declining by -15.63%. They have been safer investments, providing better downside risk mitigation while paying quarterly dividends to shareholders.Here is where valuations get interesting. KMB has a market cap of $40.99 billion, generated $1.81 billion of FCF, and trades at a price to FCF multiple of 22.65x. META's market cap is 9.8x larger than KMB, yet it produces 19.8x the amount of FCF than KMB. You can purchase shares of META for a price to FCF multiple of 11.22x, which is slightly less than half the multiple Mr. Market has given KMB at 22.65x. The valuations do not make sense. If you were buying an entire company, would you rather purchase KMB for $40.99 billion when it generates $1.81 billion of FCF or META for $401.92 billion when it generates $35.83 billion in FCF? I would rather buy META at 9.8x the price tag to generate 19.8x more FCF, especially since I am paying a multiple of 11.22x for its FCF.If I look at PG instead, PG has a similar market cap to META at $327.86 billion and produces $13.57 billion of FCF. PG is currently trading at a price to FCF multiple of 24.17x. This valuation also doesn't make sense as META is priced at a price-to-FCF ratio that is 53.58% less than PG's. META's market cap is only 22.59% larger than PG's, yet it generates 264.1% more FCF than PG. For an additional $74.06 billion (22.59% larger), you could buy the entire company of META and generate an additional $22.26 billion of annual FCF.Looking at the most expensive staple, PEP, the valuations become even more unrealistic. PEP has generated $6.34 billion of FCF in the TTM and trades at a price to FCF multiple of 36.12x. FB has a market cap that's 75.57% larger than PEP, yet it produces 565.32% more FCF than PEP. The market has placed a multiple of more than 3x PEP's FCF on its price compared to how META trades.These examples are to illustrate how the market values different types of companies. At the end of the day, the numbers and the numbers, and $1 of FCF is $1 of FCF, it doesn't matter if you're selling Tide laundry detergent, a can of Pepsi, or ads on Facebook. META generates tens of billions more in FCF than these consumer staples and trades at a fraction of the valuation, which in my opinion, is an indication that META is grossly misvalued in the market.Seeking Alpha, Steven FiorilloI wanted to compare META to consumer staple companies first because media commentators have been discussing allocating capital toward defensive companies, which has traditionally meant consumer staples. I believe cash is king and the combination of companies with growing revenues, large profits, large FCF, and clean balance sheets is where capital should be allocated to regardless of the economic environment.When I look at META compared to the other large tech companies, META once again looks undervalued. The goal in business is to generate a profit, and AMZN has been operating at a negative FCF and low-profit margin in the TTM, yet its market cap vastly overshadows META's. In the TTM,AMZNhas generated $11.61 billion in net income compared to META's $33.63 billion of net income, yet its market cap is more than 3x the size. AMZN has also generated $35.57 billion of cash from operations in the TTM, placing its FCF at -$29.78 billion as they have allocated $65.36 billion toward CapEx. AMZN has a profit margin of 2.39% compared to META's 28.16%. Looking at AMZN's negative FCF, and low-profit margin, it's hard to justify META's 11.22x price to FCF.The market has loved TSLA, and its market cap is on the verge of surpassing $1 trillion. Currently, TSLA has produced $6.94 billion in FCF and trades at a price to FCF multiple of 137.21x. Many investors would say you need to look at TSLA's growth, so I did. Since the close of 2018, TSLA has grown its revenue by $45.71 billion (212.97%) while META has grown its revenue by $63.57 billion (113.85%). While TSLA's growth rate is larger, META has grown its revenue by a significantly larger amount in the same period. Looking at net income, TSLA has grown its net income by $10.5 billion to $9.52 billion since the close of 2018, while META has grown its net income by $11.52 billion to $33.63 billion in the same period. When I look at the growth of TSLA, it's impressive, and TSLA is doing so many things well, but the valuation is broken. TSLA trading at 137.21x its FCF compared to META at 11.22x is, in my opinion, an indication that META is undervalued. Would you rather buy a company for $951.79 billion that produces $6.94 billion in FCF, or a company for $401.92 billion, producing $35.83 billion of FCF?Even if the Metaverse is a flop, META is paying for its development in cash, isn't taking on debt, and shouldn't be penalized because others can't understand Zuckerberg's visionOne of the reasons I believe META has been discarded is that many investors don't agree with META's play on the Metaverse. Whether the Metaverse will work or become mainstream is a debate that can't be won at this point in time, and we will need to wait and see how the story unfolds. The aspect that can be discussed is how the Metaverse is impacting META's numbers and whether it is a liability.As I indicated earlier, META has one of the cleanest balance sheets you will ever read. Debt is not in META's vocabulary, as long-term debt will not be found on its balance sheet. META has a cash-to-total liability ratio of 0.92x and can pay off almost every liability tomorrow with a check. Debating if the Metaverse will work is a moot point because, in the end, it doesn't matter. META isn't taking on debt to fund this project, so if it doesn't work, it will be chalked up as an expensive failed experiment, but if it is successful, the Metaverse could become a tremendous revenue generator and profit center. While billions in capital are being spent on the Metaverse, META has also been buying back shares. Over the previous 4 years, META has repurchased 5.37% of its outstanding shares, which amounts to 166.5 million shares.Looking forward, META is expected to continue to grow in 2023. In the TTM META has generated $119.41 billion of revenue and produced $12.22 in EPS. The consensus estimates are that META will generate $118.16 billion of revenue in 2022 and $131.1 billion in 2023, and on the high side, those numbers could be $128.54 billion in 2022 and $154.65 billion in 2023.META and GOOGL have a duopoly on advertising, and regardless of what AMZN, AAPL, or Netflix (NFLX) plans to incorporate into their platforms, it's hard to run a business without a website, Instagram page, or a Facebook page. If META maintains its profit margin of 28.16%, it could generate $33.28 billion of net income in 2022 based on the analyst consensus and $36.92 billion in 2023. If META exceeds expectations, it could generate over $35 billion of profit in 2022 and $40 billion in 2023. META is being priced as if a fire sale is occurring, and I believe it's due to public perception, not the numbers.ConclusionThe markets may continue to be extremely volatile going into the next Fed meeting, and there is no telling how the markets will react if we receive a 75 basis point increase. META is trading where it did in 2017, yet it's improved in every financial metric and printed tens of billions in profits and FCF annually. While there are no signals that the pain is over, I am continuing to purchase META on the way down. META's current valuation and financials indicate that this is a broken stock, not a broken company. From a numbers standpoint, META looks to be the best buy in big tech and possibly one of the best buys in the market if you have a long-term perspective.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934293335,"gmtCreate":1663251428427,"gmtModify":1676537236892,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934293335","repostId":"2267526431","repostType":4,"repost":{"id":"2267526431","kind":"highlight","pubTimestamp":1663255388,"share":"https://ttm.financial/m/news/2267526431?lang=&edition=fundamental","pubTime":"2022-09-15 23:23","market":"us","language":"en","title":"Warren Buffett Has Bought 8 New Stocks in 2022: Here's the Best of the Bunch","url":"https://stock-news.laohu8.com/highlight/detail?id=2267526431","media":"Motley Fool","summary":"Berkshire Hathaway has added eight new stock positions to its portfolio this year, but the most promising could be one of the smaller positions.","content":"<html><head></head><body><p><b>Berkshire Hathaway</b> has added eight new stocks to its portfolio in 2022, according to the company&#39;s SEC filings. Some are rather large positions that have received quite a bit of coverage, such as the massive stake in <b>Occidental Petroleum</b> (NYSE: OXY) that CEO Warren Buffett and his team have accumulated in just a few months. Berkshire&#39;s investments in <b>HP </b>(NYSE: HPQ) and <b>Citigroup</b> (NYSE: C) have also been discussed extensively in the investing community.</p><p>While these have been the headline investments Berkshire Hathaway has made during this year&#39;s market downturn, of the new stocks added to Berkshire&#39;s closely watched stock portfolio in 2022, my top pick is one that has largely flown under the radar.</p><h2>Here&#39;s my favorite out of Berkshire&#39;s newest stock positions</h2><p>In the first quarter of 2022, Berkshire Hathaway added just over 420,000 shares of specialty insurance company <b>Markel</b> to its portfolio. In the second quarter, Berkshire&#39;s stake was increased to 467,611 shares worth $605 million – roughly 3.5% of the company&#39;s outstanding shares.</p><p>To be sure, we don&#39;t know if Buffett himself was behind this move, or if one of his investment managers, Todd Combs or Ted Weschler, initiated the position in Markel. After all, when it comes to investments in the tens of billions of dollars, we can be quite sure Buffett had personal involvement, but for Berkshire&#39;s standards, a $600 million investment is small and could have come from one of the others.</p><p>Having said that, Markel is a perfect fit for Buffett&#39;s investment style. For one thing, Buffett <i>loves</i> insurance. Berkshire Hathaway itself is an insurance company at heart, with Buffett having built Berkshire into its current state by using the float from GEICO and Berkshire&#39;s other insurance operations to acquire businesses and common stocks.</p><p>Buffett also loves companies that operate in profitable niches, and Markel certainly qualifies. Markel primarily operates in the specialty insurance business (known as excess and surplus in insurance terms), and has an excellent track record of underwriting profitability.</p><h2>A mini-Berkshire with a key advantage</h2><p>Perhaps most significantly, Markel is one of the few insurance companies in the world that uses Buffett&#39;s approach to its investment strategy.</p><p>If you&#39;re not familiar, insurance companies make their money in two main ways – underwriting and investing. On the underwriting side, Markel&#39;s combined ratio, which is its operating expenses plus claims paid as a percentage of premiums collected, has averaged 95.5% over the past 10 years. This means that Markel&#39; underwriting profit margin has been 4.5%.</p><p>This may sound low, but underwriting is typically a secondary source of profits for insurers. The bulk of most insurance companies&#39; profits comes from investing the float, or the premiums collected but not yet paid out for claims.</p><p>In most cases, insurers invest their float into safe income-generating instruments, such as Treasury securities and corporate bonds. But Markel and Berkshire both take a different approach by investing in businesses and stocks.</p><p>Markel invests in businesses through its Markel Ventures division and owns a portfolio of stocks worth about $7 billion. And in the ultimate sign of mutual respect, Markel&#39;s largest stock position is none other than Berkshire Hathaway. Other top positions include <b>Brookfield Asset Management</b> (NYSE: BAM), <b>Alphabet </b>(NASDAQ: GOOG)(NASDAQ: GOOGL), and <b>Home Depot</b> (NYSE: HD), just to name a few.</p><p>Markel actually has one big advantage over Berkshire Hathaway when it comes to its investing strategy – its size. This is especially true on the Markel Ventures side of the business, which invests primarily in early stage businesses that are too small to move the needle for Berkshire.</p><h2>A near-perfect fit for Berkshire&#39;s portfolio</h2><p>In a nutshell, Markel uses a very similar business model to Berkshire Hathaway, but is in a significantly earlier stage of building out its non-insurance investment portfolio. If management can continue to execute on its investment strategy, this is a high-potential business that could generate market-beating returns for decades to come.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett Has Bought 8 New Stocks in 2022: Here's the Best of the Bunch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett Has Bought 8 New Stocks in 2022: Here's the Best of the Bunch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-15 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/14/warren-buffett-has-bought-8-new-stocks-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway has added eight new stocks to its portfolio in 2022, according to the company's SEC filings. Some are rather large positions that have received quite a bit of coverage, such as the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/14/warren-buffett-has-bought-8-new-stocks-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","GOOG":"谷歌","C":"花旗","GOOGL":"谷歌A","MKL":"Markel Corp","BAM":"布鲁克菲尔德资产管理","HD":"家得宝","HPQ":"惠普"},"source_url":"https://www.fool.com/investing/2022/09/14/warren-buffett-has-bought-8-new-stocks-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267526431","content_text":"Berkshire Hathaway has added eight new stocks to its portfolio in 2022, according to the company's SEC filings. Some are rather large positions that have received quite a bit of coverage, such as the massive stake in Occidental Petroleum (NYSE: OXY) that CEO Warren Buffett and his team have accumulated in just a few months. Berkshire's investments in HP (NYSE: HPQ) and Citigroup (NYSE: C) have also been discussed extensively in the investing community.While these have been the headline investments Berkshire Hathaway has made during this year's market downturn, of the new stocks added to Berkshire's closely watched stock portfolio in 2022, my top pick is one that has largely flown under the radar.Here's my favorite out of Berkshire's newest stock positionsIn the first quarter of 2022, Berkshire Hathaway added just over 420,000 shares of specialty insurance company Markel to its portfolio. In the second quarter, Berkshire's stake was increased to 467,611 shares worth $605 million – roughly 3.5% of the company's outstanding shares.To be sure, we don't know if Buffett himself was behind this move, or if one of his investment managers, Todd Combs or Ted Weschler, initiated the position in Markel. After all, when it comes to investments in the tens of billions of dollars, we can be quite sure Buffett had personal involvement, but for Berkshire's standards, a $600 million investment is small and could have come from one of the others.Having said that, Markel is a perfect fit for Buffett's investment style. For one thing, Buffett loves insurance. Berkshire Hathaway itself is an insurance company at heart, with Buffett having built Berkshire into its current state by using the float from GEICO and Berkshire's other insurance operations to acquire businesses and common stocks.Buffett also loves companies that operate in profitable niches, and Markel certainly qualifies. Markel primarily operates in the specialty insurance business (known as excess and surplus in insurance terms), and has an excellent track record of underwriting profitability.A mini-Berkshire with a key advantagePerhaps most significantly, Markel is one of the few insurance companies in the world that uses Buffett's approach to its investment strategy.If you're not familiar, insurance companies make their money in two main ways – underwriting and investing. On the underwriting side, Markel's combined ratio, which is its operating expenses plus claims paid as a percentage of premiums collected, has averaged 95.5% over the past 10 years. This means that Markel' underwriting profit margin has been 4.5%.This may sound low, but underwriting is typically a secondary source of profits for insurers. The bulk of most insurance companies' profits comes from investing the float, or the premiums collected but not yet paid out for claims.In most cases, insurers invest their float into safe income-generating instruments, such as Treasury securities and corporate bonds. But Markel and Berkshire both take a different approach by investing in businesses and stocks.Markel invests in businesses through its Markel Ventures division and owns a portfolio of stocks worth about $7 billion. And in the ultimate sign of mutual respect, Markel's largest stock position is none other than Berkshire Hathaway. Other top positions include Brookfield Asset Management (NYSE: BAM), Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL), and Home Depot (NYSE: HD), just to name a few.Markel actually has one big advantage over Berkshire Hathaway when it comes to its investing strategy – its size. This is especially true on the Markel Ventures side of the business, which invests primarily in early stage businesses that are too small to move the needle for Berkshire.A near-perfect fit for Berkshire's portfolioIn a nutshell, Markel uses a very similar business model to Berkshire Hathaway, but is in a significantly earlier stage of building out its non-insurance investment portfolio. If management can continue to execute on its investment strategy, this is a high-potential business that could generate market-beating returns for decades to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932795432,"gmtCreate":1662989833126,"gmtModify":1676537177144,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932795432","repostId":"1143096257","repostType":4,"repost":{"id":"1143096257","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1662989686,"share":"https://ttm.financial/m/news/1143096257?lang=&edition=fundamental","pubTime":"2022-09-12 21:34","market":"us","language":"en","title":"Dow Climbs 100 Points to Start the Week as Market’s Relief Rally Pushes Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1143096257","media":"Tiger Newspress","summary":"Stocks rose on Monday as Wall Street looks ahead to key inflation data to be released this week.The ","content":"<html><head></head><body><p>Stocks rose on Monday as Wall Street looks ahead to key inflation data to be released this week.</p><p>The Dow Jones Industrial Average gained 128 points, or 0.4%. The S&amp;P 500 rose 0.6%, and the Nasdaq Composite added 0.6%</p><p>The moves came after a winning week for U.S. stocks, as all three major averages snapped a three-week losing streak. The Dow added 2.6% on the week, while the S&amp;P 500 gained 3.7%. The Nasdaq Composite was 4.1% higher.</p><p>Stocks have been volatile ahead of the September meeting of the Federal Reserve, where the central bank is expected to deliver its third consecutive 0.75 percentage point rate hike in an effort to combat high inflation.</p><p>Wall Street investors had been looking for signs that the size of future rate hikes might be smaller as inflation cools off, Fed Chair Jerome Powell last week reiterated that he is “strongly committed” to bringing down inflation.</p><p>The European Central Bank announced its own large rate hike last week, which has helped cool the U.S. dollar’s recent rise.</p><p>“We see the relief in equity prices and the recent broad Dollar correction continue into the week, as markets eye short-term peak central bank hawkishness and positioning is relatively defensive,” Citi strategist Ebrahim Rahbari said in a note to clients.</p><p>This week, investors are looking ahead to the August consumer price index report, scheduled to be released Tuesday. The report is one of the last pieces of data on inflation the Fed will see ahead of its September meeting. Retail sales and industrial production reports will be released Thursday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow Climbs 100 Points to Start the Week as Market’s Relief Rally Pushes Higher</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow Climbs 100 Points to Start the Week as Market’s Relief Rally Pushes Higher\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\">2022-09-12 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks rose on Monday as Wall Street looks ahead to key inflation data to be released this week.</p><p>The Dow Jones Industrial Average gained 128 points, or 0.4%. The S&amp;P 500 rose 0.6%, and the Nasdaq Composite added 0.6%</p><p>The moves came after a winning week for U.S. stocks, as all three major averages snapped a three-week losing streak. The Dow added 2.6% on the week, while the S&amp;P 500 gained 3.7%. The Nasdaq Composite was 4.1% higher.</p><p>Stocks have been volatile ahead of the September meeting of the Federal Reserve, where the central bank is expected to deliver its third consecutive 0.75 percentage point rate hike in an effort to combat high inflation.</p><p>Wall Street investors had been looking for signs that the size of future rate hikes might be smaller as inflation cools off, Fed Chair Jerome Powell last week reiterated that he is “strongly committed” to bringing down inflation.</p><p>The European Central Bank announced its own large rate hike last week, which has helped cool the U.S. dollar’s recent rise.</p><p>“We see the relief in equity prices and the recent broad Dollar correction continue into the week, as markets eye short-term peak central bank hawkishness and positioning is relatively defensive,” Citi strategist Ebrahim Rahbari said in a note to clients.</p><p>This week, investors are looking ahead to the August consumer price index report, scheduled to be released Tuesday. The report is one of the last pieces of data on inflation the Fed will see ahead of its September meeting. Retail sales and industrial production reports will be released Thursday.</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":"1143096257","content_text":"Stocks rose on Monday as Wall Street looks ahead to key inflation data to be released this week.The Dow Jones Industrial Average gained 128 points, or 0.4%. The S&P 500 rose 0.6%, and the Nasdaq Composite added 0.6%The moves came after a winning week for U.S. stocks, as all three major averages snapped a three-week losing streak. The Dow added 2.6% on the week, while the S&P 500 gained 3.7%. The Nasdaq Composite was 4.1% higher.Stocks have been volatile ahead of the September meeting of the Federal Reserve, where the central bank is expected to deliver its third consecutive 0.75 percentage point rate hike in an effort to combat high inflation.Wall Street investors had been looking for signs that the size of future rate hikes might be smaller as inflation cools off, Fed Chair Jerome Powell last week reiterated that he is “strongly committed” to bringing down inflation.The European Central Bank announced its own large rate hike last week, which has helped cool the U.S. dollar’s recent rise.“We see the relief in equity prices and the recent broad Dollar correction continue into the week, as markets eye short-term peak central bank hawkishness and positioning is relatively defensive,” Citi strategist Ebrahim Rahbari said in a note to clients.This week, investors are looking ahead to the August consumer price index report, scheduled to be released Tuesday. The report is one of the last pieces of data on inflation the Fed will see ahead of its September meeting. Retail sales and industrial production reports will be released Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936596270,"gmtCreate":1662779214091,"gmtModify":1676537139722,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936596270","repostId":"2266415879","repostType":4,"repost":{"id":"2266415879","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1662773640,"share":"https://ttm.financial/m/news/2266415879?lang=&edition=fundamental","pubTime":"2022-09-10 09:34","market":"us","language":"en","title":"She Was the Best of Us","url":"https://stock-news.laohu8.com/highlight/detail?id=2266415879","media":"Dow Jones","summary":"ByAndrew RobertsMr. Roberts is the author, most recently, of \"The Last King of America: The Misunder","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/8fb38370e84ba1fea7d758c98f97d645\" tg-width=\"1280\" tg-height=\"853\" referrerpolicy=\"no-referrer\"/><i>ByAndrew Roberts</i></p><p><i>Mr. Roberts is the author, most recently, of &#34;The Last King of America: The Misunderstood Reign of George III&#34; and a royal commentator for NBC News.</i></p><p>We British like to believe that we have the virtues of duty, decency, good humor and tolerance as part of our national DNA. There might be some self-delusion in this, and it is certainly not always true, but it is a strong part of our self-defining myth as a people. Of one Briton, however, it genuinely was true, and for 70 years we have known that because of her virtues we would always be proud of her wherever she went -- and thus proud of our country too. She was a fine lifelong role model for millions in Britain, the Commonwealth and around the world.</p><p>The complete certainty that -- whatever the rest of her family might say or do -- Her Majesty The Queen would never embarrass us on the world stage, but would always perform her duties with the utmost professionalism and unflappable calm, made her the soft-power equivalent of an aircraft carrier when it came to international relations. However much our other national institutions might let us down, we always knew that The Queen would never put a step out of place or say a single word that would make us cringe.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96243ab593f31f43979c5b0356e3e1f3\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Queen Elizabeth II and her husband Prince Philip in Buckingham Palace, December 1958. They were married for 73 years before his death in 2021.</span></p><p>In the full glare of the global media for seven decades, meeting hundreds of thousands of people one-on-one and untold millions in public events, traveling to over a hundred countries of the world, dealing with delicate diplomatic incidents that today are history but at the time could have produced strife, advising 15 prime ministers from Winston Churchill to Liz Truss, she knew just what to do. It seems almost superhuman; it was certainly the absolute acme of professionalism. Would to God that more of our leaders in public life had a fraction of her grace, her gravitas and, above all, her common sense.</p><p>The Queen had an uncanny knack for encapsulating in a phrase what the rest of us think but rarely quite put into words, or at least rarely have the opportunity to say to the right person at the right time. &#34;Why did no one see it coming?&#34; she asked Mervyn King, the Governor of the Bank of England, about the 2008 Great Crash. &#34;Why would anyone want the job?&#34; she asked Boris Johnson when he became prime minister during the Brexit maelstrom. Then there was the sixth sense she had for what her people were feeling. When they were hurting financially during the Great Crash, she canceled her birthday party at the Ritz. And of course there was her choice of the apposite phrase. &#34;Grief is the price we pay for love,&#34; she said in the aftermath of 9/11, encapsulating precisely what the West was feeling.</p><p>Remember those words as we watch the long line of mourning Britons and her subjects from 15 countries across the globe next week, stretching from her catafalque in Westminster Hall. I strongly suspect that it will go down the Thames all the way to the City of London financial district in the east of the capital, as they pay their respects at her lying-in-state. They will come from across the four kingdoms and from around the world; they will wait patiently in line for very many hours on end; they will doggedly put up with the rain and cold winds all night; they will josh with the coppers and stay cheerful; they will bring their children and grandchildren who will one day be able to tell their own children and grandchildren that they paid their last respects to Queen Elizabeth II, Elizabeth the Good.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c415ea69257bd5839a78c9d5e0eca6f1\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Left to right: West German Chancellor Helmut Kohl, Queen Elizabeth II, President Ronald Reagan and U.K. Prime Minister Margaret Thatcher at Buckingham Palace during a summit for world leaders, June 1984.</span></p><p>Everyone would have perfectly understood if Her Majesty had decided to appoint Liz Truss as prime minister by a <a href=\"https://laohu8.com/S/ZM\">Zoom</a> call. She had missed the Braemar Highland Games and had been suffering ill health, and a personal meeting wasn&#39;t strictly constitutionally necessary. As we now know -- and as she herself might well have suspected -- she only had two more days to live. But anyone who thought that she would put her personal comfort before what she saw as her duty doesn&#39;t understand the character of The Queen, the last of the Greatest Generation. When she was shot at six times as she rode down the Mall at the Trooping of the Colour in 1981, she didn&#39;t know the assailant was firing blanks, but she carried on the parade regardless. That is the kind of raw courage we took for granted from her.</p><p>Britain has undergone several extremely difficult moments over the past 70 years as it has been transformed in almost every conceivable way. The Suez Crisis, only four years into the Queen&#39;s reign, forced us to come to terms with the loss of the largest empire in world history over the course of only a decade or so, yet we never responded to the imperial humiliation in the way that France did in Algeria, let alone the way Putin is doing in Ukraine. The 1970s saw the serious danger of Britain slipping into the position of a third-rank power, and the tough-love medicine that Margaret Thatcher imposed to reverse that trajectory in the 1980s led to violent strikes and riots, yet not to worse. The issue of race hatred is thankfully largely behind Britons now, but we must never forget that it occasionally caused civil unrest. The refusal of much of the Establishment to accept the result of the Brexit referendum toxified British politics for half a decade. British history since 1952 hasn&#39;t been plain sailing.</p><p>Yet the knowledge that at the apex of our political system, our constitutional structure, our armed forces, our Commonwealth, our legal system and our national church stood a lady of irreproachable morals, who moreover confined her political involvement to advising, encouraging and warning but never to partisan politics, has exercised an inestimably positive influence on our public life. Liz Truss wasn&#39;t exaggerating when she perceptively said that the Queen was &#34;the rock upon which modern Britain was built.&#34;</p><p>Although she was a small &#34;c&#34; conservative in many aspects of life, as many nonagenarians naturally are, The Queen was always exemplary in the way that she never interfered in politics, and Sir Keir Starmer&#39;s public statement showed that the Labour Party admired her just as much as the large-c Conservatives. In a country that is being riven by extreme partisan politics at the moment, as Britons face a post-Covid future and inflationary spirals, admiration for her was one of the few things that united both frontbenches in parliament. Now even that has gone.</p><p>More than a century separated the births of The Queen&#39;s first prime minister, Winston Churchill, and her last, Liz Truss. Even more extraordinary, the 96 years of her life constitutes 39% of the existence of the United States as an independent country. Her love of the United States -- her only incognito holidays were taken in Kentucky -- was instrumental in keeping our most important alliance, the Special Relationship, as fresh as it is profound. We have only just begun to note the number of ways we are going to miss her, on both the international and the domestic stages.</p><p>A millennium-old monarchy is a book of many chapters. One unusually long and glorious chapter has closed, and a new one is now opening. If Britain today seems somewhat untethered, mournful of course but also apprehensive, it is because King Charles III has almost impossibly large boots to fill. Yet he has been waiting for 70 of his 73 years for the role to devolve upon him and is therefore supremely ready for it. There is something immensely spiritually right that a role such as this is assumed during a period of mourning. Politicians take power feeling like they have won the lottery; monarchs accede to thrones mournful at the death of their parent. Succession at a time of somber reflection rather than exultant triumph is part of the genius of constitutional monarchy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/874414f0f61b424aaf7b94a980470613\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Queen Elizabeth II in the House of Lords for the opening of Parliament, May 2015. She continued to fulfill her duties until the end, appointing her 15th prime minister, Liz Truss, on Sept 6.</span></p><p>We as a nation made The Queen do things that we would never, ever, even consider doing ourselves. We expected her to do her job to the age of 96, when we retire at 65, and to keep doing it up to two days before her death. We expected her to invite bloodthirsty dictators to stay in her home, because British foreign policy interests required it. We expected her, aged 86, to stand on a boat in the Thames in the freezing rain during the diamond jubilee, waving for hour after hour. We expected her to shake the hand of a former IRA gunmen who approved the murder of her husband&#39;s uncle. We expected her to smile and charm and shake hands cordially, whatever she might privately have been feeling inside about her family&#39;s all-too-public traumas.</p><p>She did all of it, and in 70 years she never once complained. She was the best of us.</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>She Was the Best of Us</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\">\nShe Was the Best of Us\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-10 09:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/8fb38370e84ba1fea7d758c98f97d645\" tg-width=\"1280\" tg-height=\"853\" referrerpolicy=\"no-referrer\"/><i>ByAndrew Roberts</i></p><p><i>Mr. Roberts is the author, most recently, of &#34;The Last King of America: The Misunderstood Reign of George III&#34; and a royal commentator for NBC News.</i></p><p>We British like to believe that we have the virtues of duty, decency, good humor and tolerance as part of our national DNA. There might be some self-delusion in this, and it is certainly not always true, but it is a strong part of our self-defining myth as a people. Of one Briton, however, it genuinely was true, and for 70 years we have known that because of her virtues we would always be proud of her wherever she went -- and thus proud of our country too. She was a fine lifelong role model for millions in Britain, the Commonwealth and around the world.</p><p>The complete certainty that -- whatever the rest of her family might say or do -- Her Majesty The Queen would never embarrass us on the world stage, but would always perform her duties with the utmost professionalism and unflappable calm, made her the soft-power equivalent of an aircraft carrier when it came to international relations. However much our other national institutions might let us down, we always knew that The Queen would never put a step out of place or say a single word that would make us cringe.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96243ab593f31f43979c5b0356e3e1f3\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Queen Elizabeth II and her husband Prince Philip in Buckingham Palace, December 1958. They were married for 73 years before his death in 2021.</span></p><p>In the full glare of the global media for seven decades, meeting hundreds of thousands of people one-on-one and untold millions in public events, traveling to over a hundred countries of the world, dealing with delicate diplomatic incidents that today are history but at the time could have produced strife, advising 15 prime ministers from Winston Churchill to Liz Truss, she knew just what to do. It seems almost superhuman; it was certainly the absolute acme of professionalism. Would to God that more of our leaders in public life had a fraction of her grace, her gravitas and, above all, her common sense.</p><p>The Queen had an uncanny knack for encapsulating in a phrase what the rest of us think but rarely quite put into words, or at least rarely have the opportunity to say to the right person at the right time. &#34;Why did no one see it coming?&#34; she asked Mervyn King, the Governor of the Bank of England, about the 2008 Great Crash. &#34;Why would anyone want the job?&#34; she asked Boris Johnson when he became prime minister during the Brexit maelstrom. Then there was the sixth sense she had for what her people were feeling. When they were hurting financially during the Great Crash, she canceled her birthday party at the Ritz. And of course there was her choice of the apposite phrase. &#34;Grief is the price we pay for love,&#34; she said in the aftermath of 9/11, encapsulating precisely what the West was feeling.</p><p>Remember those words as we watch the long line of mourning Britons and her subjects from 15 countries across the globe next week, stretching from her catafalque in Westminster Hall. I strongly suspect that it will go down the Thames all the way to the City of London financial district in the east of the capital, as they pay their respects at her lying-in-state. They will come from across the four kingdoms and from around the world; they will wait patiently in line for very many hours on end; they will doggedly put up with the rain and cold winds all night; they will josh with the coppers and stay cheerful; they will bring their children and grandchildren who will one day be able to tell their own children and grandchildren that they paid their last respects to Queen Elizabeth II, Elizabeth the Good.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c415ea69257bd5839a78c9d5e0eca6f1\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Left to right: West German Chancellor Helmut Kohl, Queen Elizabeth II, President Ronald Reagan and U.K. Prime Minister Margaret Thatcher at Buckingham Palace during a summit for world leaders, June 1984.</span></p><p>Everyone would have perfectly understood if Her Majesty had decided to appoint Liz Truss as prime minister by a <a href=\"https://laohu8.com/S/ZM\">Zoom</a> call. She had missed the Braemar Highland Games and had been suffering ill health, and a personal meeting wasn&#39;t strictly constitutionally necessary. As we now know -- and as she herself might well have suspected -- she only had two more days to live. But anyone who thought that she would put her personal comfort before what she saw as her duty doesn&#39;t understand the character of The Queen, the last of the Greatest Generation. When she was shot at six times as she rode down the Mall at the Trooping of the Colour in 1981, she didn&#39;t know the assailant was firing blanks, but she carried on the parade regardless. That is the kind of raw courage we took for granted from her.</p><p>Britain has undergone several extremely difficult moments over the past 70 years as it has been transformed in almost every conceivable way. The Suez Crisis, only four years into the Queen&#39;s reign, forced us to come to terms with the loss of the largest empire in world history over the course of only a decade or so, yet we never responded to the imperial humiliation in the way that France did in Algeria, let alone the way Putin is doing in Ukraine. The 1970s saw the serious danger of Britain slipping into the position of a third-rank power, and the tough-love medicine that Margaret Thatcher imposed to reverse that trajectory in the 1980s led to violent strikes and riots, yet not to worse. The issue of race hatred is thankfully largely behind Britons now, but we must never forget that it occasionally caused civil unrest. The refusal of much of the Establishment to accept the result of the Brexit referendum toxified British politics for half a decade. British history since 1952 hasn&#39;t been plain sailing.</p><p>Yet the knowledge that at the apex of our political system, our constitutional structure, our armed forces, our Commonwealth, our legal system and our national church stood a lady of irreproachable morals, who moreover confined her political involvement to advising, encouraging and warning but never to partisan politics, has exercised an inestimably positive influence on our public life. Liz Truss wasn&#39;t exaggerating when she perceptively said that the Queen was &#34;the rock upon which modern Britain was built.&#34;</p><p>Although she was a small &#34;c&#34; conservative in many aspects of life, as many nonagenarians naturally are, The Queen was always exemplary in the way that she never interfered in politics, and Sir Keir Starmer&#39;s public statement showed that the Labour Party admired her just as much as the large-c Conservatives. In a country that is being riven by extreme partisan politics at the moment, as Britons face a post-Covid future and inflationary spirals, admiration for her was one of the few things that united both frontbenches in parliament. Now even that has gone.</p><p>More than a century separated the births of The Queen&#39;s first prime minister, Winston Churchill, and her last, Liz Truss. Even more extraordinary, the 96 years of her life constitutes 39% of the existence of the United States as an independent country. Her love of the United States -- her only incognito holidays were taken in Kentucky -- was instrumental in keeping our most important alliance, the Special Relationship, as fresh as it is profound. We have only just begun to note the number of ways we are going to miss her, on both the international and the domestic stages.</p><p>A millennium-old monarchy is a book of many chapters. One unusually long and glorious chapter has closed, and a new one is now opening. If Britain today seems somewhat untethered, mournful of course but also apprehensive, it is because King Charles III has almost impossibly large boots to fill. Yet he has been waiting for 70 of his 73 years for the role to devolve upon him and is therefore supremely ready for it. There is something immensely spiritually right that a role such as this is assumed during a period of mourning. Politicians take power feeling like they have won the lottery; monarchs accede to thrones mournful at the death of their parent. Succession at a time of somber reflection rather than exultant triumph is part of the genius of constitutional monarchy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/874414f0f61b424aaf7b94a980470613\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Queen Elizabeth II in the House of Lords for the opening of Parliament, May 2015. She continued to fulfill her duties until the end, appointing her 15th prime minister, Liz Truss, on Sept 6.</span></p><p>We as a nation made The Queen do things that we would never, ever, even consider doing ourselves. We expected her to do her job to the age of 96, when we retire at 65, and to keep doing it up to two days before her death. We expected her to invite bloodthirsty dictators to stay in her home, because British foreign policy interests required it. We expected her, aged 86, to stand on a boat in the Thames in the freezing rain during the diamond jubilee, waving for hour after hour. We expected her to shake the hand of a former IRA gunmen who approved the murder of her husband&#39;s uncle. We expected her to smile and charm and shake hands cordially, whatever she might privately have been feeling inside about her family&#39;s all-too-public traumas.</p><p>She did all of it, and in 70 years she never once complained. She was the best of us.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266415879","content_text":"ByAndrew RobertsMr. Roberts is the author, most recently, of \"The Last King of America: The Misunderstood Reign of George III\" and a royal commentator for NBC News.We British like to believe that we have the virtues of duty, decency, good humor and tolerance as part of our national DNA. There might be some self-delusion in this, and it is certainly not always true, but it is a strong part of our self-defining myth as a people. Of one Briton, however, it genuinely was true, and for 70 years we have known that because of her virtues we would always be proud of her wherever she went -- and thus proud of our country too. She was a fine lifelong role model for millions in Britain, the Commonwealth and around the world.The complete certainty that -- whatever the rest of her family might say or do -- Her Majesty The Queen would never embarrass us on the world stage, but would always perform her duties with the utmost professionalism and unflappable calm, made her the soft-power equivalent of an aircraft carrier when it came to international relations. However much our other national institutions might let us down, we always knew that The Queen would never put a step out of place or say a single word that would make us cringe.Queen Elizabeth II and her husband Prince Philip in Buckingham Palace, December 1958. They were married for 73 years before his death in 2021.In the full glare of the global media for seven decades, meeting hundreds of thousands of people one-on-one and untold millions in public events, traveling to over a hundred countries of the world, dealing with delicate diplomatic incidents that today are history but at the time could have produced strife, advising 15 prime ministers from Winston Churchill to Liz Truss, she knew just what to do. It seems almost superhuman; it was certainly the absolute acme of professionalism. Would to God that more of our leaders in public life had a fraction of her grace, her gravitas and, above all, her common sense.The Queen had an uncanny knack for encapsulating in a phrase what the rest of us think but rarely quite put into words, or at least rarely have the opportunity to say to the right person at the right time. \"Why did no one see it coming?\" she asked Mervyn King, the Governor of the Bank of England, about the 2008 Great Crash. \"Why would anyone want the job?\" she asked Boris Johnson when he became prime minister during the Brexit maelstrom. Then there was the sixth sense she had for what her people were feeling. When they were hurting financially during the Great Crash, she canceled her birthday party at the Ritz. And of course there was her choice of the apposite phrase. \"Grief is the price we pay for love,\" she said in the aftermath of 9/11, encapsulating precisely what the West was feeling.Remember those words as we watch the long line of mourning Britons and her subjects from 15 countries across the globe next week, stretching from her catafalque in Westminster Hall. I strongly suspect that it will go down the Thames all the way to the City of London financial district in the east of the capital, as they pay their respects at her lying-in-state. They will come from across the four kingdoms and from around the world; they will wait patiently in line for very many hours on end; they will doggedly put up with the rain and cold winds all night; they will josh with the coppers and stay cheerful; they will bring their children and grandchildren who will one day be able to tell their own children and grandchildren that they paid their last respects to Queen Elizabeth II, Elizabeth the Good.Left to right: West German Chancellor Helmut Kohl, Queen Elizabeth II, President Ronald Reagan and U.K. Prime Minister Margaret Thatcher at Buckingham Palace during a summit for world leaders, June 1984.Everyone would have perfectly understood if Her Majesty had decided to appoint Liz Truss as prime minister by a Zoom call. She had missed the Braemar Highland Games and had been suffering ill health, and a personal meeting wasn't strictly constitutionally necessary. As we now know -- and as she herself might well have suspected -- she only had two more days to live. But anyone who thought that she would put her personal comfort before what she saw as her duty doesn't understand the character of The Queen, the last of the Greatest Generation. When she was shot at six times as she rode down the Mall at the Trooping of the Colour in 1981, she didn't know the assailant was firing blanks, but she carried on the parade regardless. That is the kind of raw courage we took for granted from her.Britain has undergone several extremely difficult moments over the past 70 years as it has been transformed in almost every conceivable way. The Suez Crisis, only four years into the Queen's reign, forced us to come to terms with the loss of the largest empire in world history over the course of only a decade or so, yet we never responded to the imperial humiliation in the way that France did in Algeria, let alone the way Putin is doing in Ukraine. The 1970s saw the serious danger of Britain slipping into the position of a third-rank power, and the tough-love medicine that Margaret Thatcher imposed to reverse that trajectory in the 1980s led to violent strikes and riots, yet not to worse. The issue of race hatred is thankfully largely behind Britons now, but we must never forget that it occasionally caused civil unrest. The refusal of much of the Establishment to accept the result of the Brexit referendum toxified British politics for half a decade. British history since 1952 hasn't been plain sailing.Yet the knowledge that at the apex of our political system, our constitutional structure, our armed forces, our Commonwealth, our legal system and our national church stood a lady of irreproachable morals, who moreover confined her political involvement to advising, encouraging and warning but never to partisan politics, has exercised an inestimably positive influence on our public life. Liz Truss wasn't exaggerating when she perceptively said that the Queen was \"the rock upon which modern Britain was built.\"Although she was a small \"c\" conservative in many aspects of life, as many nonagenarians naturally are, The Queen was always exemplary in the way that she never interfered in politics, and Sir Keir Starmer's public statement showed that the Labour Party admired her just as much as the large-c Conservatives. In a country that is being riven by extreme partisan politics at the moment, as Britons face a post-Covid future and inflationary spirals, admiration for her was one of the few things that united both frontbenches in parliament. Now even that has gone.More than a century separated the births of The Queen's first prime minister, Winston Churchill, and her last, Liz Truss. Even more extraordinary, the 96 years of her life constitutes 39% of the existence of the United States as an independent country. Her love of the United States -- her only incognito holidays were taken in Kentucky -- was instrumental in keeping our most important alliance, the Special Relationship, as fresh as it is profound. We have only just begun to note the number of ways we are going to miss her, on both the international and the domestic stages.A millennium-old monarchy is a book of many chapters. One unusually long and glorious chapter has closed, and a new one is now opening. If Britain today seems somewhat untethered, mournful of course but also apprehensive, it is because King Charles III has almost impossibly large boots to fill. Yet he has been waiting for 70 of his 73 years for the role to devolve upon him and is therefore supremely ready for it. There is something immensely spiritually right that a role such as this is assumed during a period of mourning. Politicians take power feeling like they have won the lottery; monarchs accede to thrones mournful at the death of their parent. Succession at a time of somber reflection rather than exultant triumph is part of the genius of constitutional monarchy.Queen Elizabeth II in the House of Lords for the opening of Parliament, May 2015. She continued to fulfill her duties until the end, appointing her 15th prime minister, Liz Truss, on Sept 6.We as a nation made The Queen do things that we would never, ever, even consider doing ourselves. We expected her to do her job to the age of 96, when we retire at 65, and to keep doing it up to two days before her death. We expected her to invite bloodthirsty dictators to stay in her home, because British foreign policy interests required it. We expected her, aged 86, to stand on a boat in the Thames in the freezing rain during the diamond jubilee, waving for hour after hour. We expected her to shake the hand of a former IRA gunmen who approved the murder of her husband's uncle. We expected her to smile and charm and shake hands cordially, whatever she might privately have been feeling inside about her family's all-too-public traumas.She did all of it, and in 70 years she never once complained. She was the best of us.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931658472,"gmtCreate":1662455071496,"gmtModify":1676537063795,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9931658472","repostId":"2265953702","repostType":4,"repost":{"id":"2265953702","kind":"highlight","pubTimestamp":1662478322,"share":"https://ttm.financial/m/news/2265953702?lang=&edition=fundamental","pubTime":"2022-09-06 23:32","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2265953702","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>It was another rough week to be the long the market, so let&#39;s see how my &#34;three stocks to avoid&#34; column fared last week. The three stocks I thought were going to lose to the market -- <b>Tesla Motors</b>, <b>Kirkland&#39;s</b>, and <b><a href=\"https://laohu8.com/S/VRA\">Vera Bradley</a></b> -- sank 6%, 3%, and 23%, respectively, averaging out to a 10.7% decline.</p><p>The <b>S&amp;P 500</b> experienced a 3.3% move lower. I was right. I have been correct in 30 of the past 46 weeks.</p><p>Now let&#39;s look at the week ahead. I see <b>RH</b>, <b>National Beverage</b>, and <b>Coinbase</b> as stocks you may want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. RH</b></h2><p>Housewares specialists and furniture retailers have been feeling mortal lately. We&#39;ll see how the company formerly known as Restoration Hardware is holding up when it reports fresh quarterly results shortly after Thursday&#39;s market close. RH has carved a potent niche as a luxury lifestyles retailer, but even upscale players aren&#39;t immune to the inflationary pressures that find folks spending more on essentials like food, gas, and shelter.</p><p>June was brutal for the chain, as it hosed down its full-year guidance not once -- but twice. With market sentiment souring since June it&#39;s hard to fathom since getting better with this week&#39;s financial update.</p><p>RH was a big winner early in the pandemic, as hunkering down meant sprucing up digs and <a href=\"https://laohu8.com/S/ZM\">Zoom</a>. After seven consecutive quarters of double-digit sales growth, we&#39;ve hit a wall. Investors are bracing for a year-over-year decline for the current quarter as well as for the entire fiscal year.</p><h2><b>2. National Beverage</b></h2><p>The company behind La Croix hasn&#39;t been as fizzy as its signature sparkling water. Revenue growth has slowed dramatically lately, clocking in at a 4% compounded annual growth rate over the past three years. Analysts see single-digit top-line growth continuing in the near future. La Croix had its moment in the sun, but it&#39;s canned laughter these days with several companies diving into the flavored sparkling beverage niche.</p><p>National Beverage is expected to post quarterly results on Wednesday. The report may be more flat than fizz. It&#39;s not just the slowdown in revenue over the past few years. National Beverage has also fallen short of Wall Street&#39;s profit targets in each of the past four quarters.</p><h2><b>3. Coinbase</b></h2><p>A lot of slumping growth stocks have been bouncing back this summer, and Coinbase has made the most of the recovery. The stock is up 60% since bottoming out in May. The same can&#39;t be said about the cryptocurrency market.</p><p>Most crypto denominations are lower -- often <i>a lot</i> lower -- than they were in May. A few high-profile platforms buckled, rattling the faith of investors in digital currencies. Revenue has suffered big sequential declines in back-to-back quarters, and the market&#39;s banking on seeing that streak of quarter-over-quarter slides stretch to three periods soon.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in RH, National Beverage, and Coinbase this week.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid 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\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/05/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It was another rough week to be the long the market, so let's see how my \"three stocks to avoid\" column fared last week. The three stocks I thought were going to lose to the market -- Tesla Motors, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/05/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FIZZ":"National Beverage Corp","COIN":"Coinbase Global, Inc.","RH":"Restoration Hardware Holdings"},"source_url":"https://www.fool.com/investing/2022/09/05/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265953702","content_text":"It was another rough week to be the long the market, so let's see how my \"three stocks to avoid\" column fared last week. The three stocks I thought were going to lose to the market -- Tesla Motors, Kirkland's, and Vera Bradley -- sank 6%, 3%, and 23%, respectively, averaging out to a 10.7% decline.The S&P 500 experienced a 3.3% move lower. I was right. I have been correct in 30 of the past 46 weeks.Now let's look at the week ahead. I see RH, National Beverage, and Coinbase as stocks you may want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. RHHousewares specialists and furniture retailers have been feeling mortal lately. We'll see how the company formerly known as Restoration Hardware is holding up when it reports fresh quarterly results shortly after Thursday's market close. RH has carved a potent niche as a luxury lifestyles retailer, but even upscale players aren't immune to the inflationary pressures that find folks spending more on essentials like food, gas, and shelter.June was brutal for the chain, as it hosed down its full-year guidance not once -- but twice. With market sentiment souring since June it's hard to fathom since getting better with this week's financial update.RH was a big winner early in the pandemic, as hunkering down meant sprucing up digs and Zoom. After seven consecutive quarters of double-digit sales growth, we've hit a wall. Investors are bracing for a year-over-year decline for the current quarter as well as for the entire fiscal year.2. National BeverageThe company behind La Croix hasn't been as fizzy as its signature sparkling water. Revenue growth has slowed dramatically lately, clocking in at a 4% compounded annual growth rate over the past three years. Analysts see single-digit top-line growth continuing in the near future. La Croix had its moment in the sun, but it's canned laughter these days with several companies diving into the flavored sparkling beverage niche.National Beverage is expected to post quarterly results on Wednesday. The report may be more flat than fizz. It's not just the slowdown in revenue over the past few years. National Beverage has also fallen short of Wall Street's profit targets in each of the past four quarters.3. CoinbaseA lot of slumping growth stocks have been bouncing back this summer, and Coinbase has made the most of the recovery. The stock is up 60% since bottoming out in May. The same can't be said about the cryptocurrency market.Most crypto denominations are lower -- often a lot lower -- than they were in May. A few high-profile platforms buckled, rattling the faith of investors in digital currencies. Revenue has suffered big sequential declines in back-to-back quarters, and the market's banking on seeing that streak of quarter-over-quarter slides stretch to three periods soon.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in RH, National Beverage, and Coinbase this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931950032,"gmtCreate":1662387502227,"gmtModify":1676537050001,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9931950032","repostId":"2264274049","repostType":4,"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933272180,"gmtCreate":1662306702240,"gmtModify":1676537034060,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3565908625782607","idStr":"3565908625782607"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933272180","repostId":"1114052367","repostType":4,"repost":{"id":"1114052367","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1662260377,"share":"https://ttm.financial/m/news/1114052367?lang=&edition=fundamental","pubTime":"2022-09-04 10:59","market":"us","language":"en","title":"Reminder: US Market Will be Closed for Labor Day on Monday, 5 September 2022 EDT","url":"https://stock-news.laohu8.com/highlight/detail?id=1114052367","media":"Tiger Newspress","summary":"Dear Valued Client,US Labor Day is around the corner. The U.S. market will be closed on Monday, 5 Se","content":"<html><head></head><body><p>Dear Valued Client,</p><p>US Labor Day is around the corner. The U.S. market will be closed on Monday, 5 September 2022 EDT. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/617f2a63df7eacd3e0db4c21d33077ea\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p>Happy investing!</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: US Market Will be Closed for Labor Day on Monday, 5 September 2022 EDT</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: US Market Will be Closed for Labor Day on Monday, 5 September 2022 EDT\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\">2022-09-04 10:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dear Valued Client,</p><p>US Labor Day is around the corner. The U.S. market will be closed on Monday, 5 September 2022 EDT. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/617f2a63df7eacd3e0db4c21d33077ea\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p>Happy investing!</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114052367","content_text":"Dear Valued Client,US Labor Day is around the corner. The U.S. market will be closed on Monday, 5 September 2022 EDT. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.Happy investing!","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":165683015,"gmtCreate":1624125929137,"gmtModify":1703829155345,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/165683015","repostId":"1199331995","repostType":4,"repost":{"id":"1199331995","kind":"news","pubTimestamp":1624065374,"share":"https://ttm.financial/m/news/1199331995?lang=&edition=fundamental","pubTime":"2021-06-19 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1199331995","media":"Renaissance","summary":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.Chinese freight platform Full Truck Alliance plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value , facilitating 22+ million fulfilled orders with GTV of nearly $8 billio","content":"<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.</p>\n<p>Chinese freight platform&nbsp;<b>Full Truck Alliance</b>(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.</p>\n<p>Healthcare manager&nbsp;<b>Bright Health Group</b>(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.</p>\n<p>Data infrastructure provider&nbsp;<b>Confluent</b>(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.</p>\n<p>Car wash brand&nbsp;<b>Mister Car Wash</b>(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.</p>\n<p>Digital physicians network&nbsp;<b>Doximity</b>(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.</p>\n<p>Customer experience software provider&nbsp;<b>Sprinklr</b>(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.</p>\n<p>HR platform provider&nbsp;<b>First Advantage</b>(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.</p>\n<p>Chinese social networking platform&nbsp;<b>Soulgate</b>(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.</p>\n<p>Digital financial services provider&nbsp;<b>AMTD Digital</b>(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p>\n<p>Organ bioengineering company&nbsp;<b>Miromatrix Medical</b>(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.</p>\n<p>Kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.</p>\n<p>Antibiotic biotech&nbsp;<b>Acurx Pharmaceuticals</b>(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.</p>\n<table>\n <tbody>\n  <tr>\n   <th>U.S. IPO Calendar</th>\n  </tr>\n  <tr>\n   <th>Issuer Business</th>\n   <th>Deal Size Market Cap</th>\n   <th>Price Range Shares Filed</th>\n   <th>Top Bookrunners</th>\n  </tr>\n  <tr>\n   <td><p>Full Truck Alliance (YMM)</p><p>Guiyang, China</p></td>\n   <td>$1,485M$19,723M</td>\n   <td>$17 - $1982,500,000</td>\n   <td>Morgan StanleyCICC</td>\n  </tr>\n  <tr>\n   <td>Digital freight platform that connects shippers and truckers in China.</td>\n  </tr>\n  <tr>\n   <td><p>First Advantage (FA)</p><p>Atlanta, GA</p></td>\n   <td>$298M$2,097M</td>\n   <td>$13 - $1521,250,000</td>\n   <td>BarclaysBofA</td>\n  </tr>\n  <tr>\n   <td>Provides background checks and other services to corporate customers.</td>\n  </tr>\n  <tr>\n   <td><p>Sprinklr (CXM)</p><p>New York, NY</p></td>\n   <td>$361M$5,541M</td>\n   <td>$18 - $2019,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides customer experience management software for enterprises.</td>\n  </tr>\n  <tr>\n   <td><p>Bright Health Group (BHG)</p><p>Minneapolis, MN</p></td>\n   <td>$1,290M$15,385M</td>\n   <td>$20 - $2360,000,000</td>\n   <td>JP MorganGoldman</td>\n  </tr>\n  <tr>\n   <td>Provides health insurance and other healthcare services.</td>\n  </tr>\n  <tr>\n   <td><p>Confluent (CFLT)</p><p>Mountain View, CA</p></td>\n   <td>$713M$10,033M</td>\n   <td>$29 - $3323,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides an enterprise platform that collects and processes real-time data streams.</td>\n  </tr>\n  <tr>\n   <td><p>Doximity (DOCS)</p><p>San Francisco, CA</p></td>\n   <td>$501M$4,549M</td>\n   <td>$20 - $2323,300,000</td>\n   <td>Morgan StanleyGoldman</td>\n  </tr>\n  <tr>\n   <td>Professional network for physicians with telehealth and scheduling tools.</td>\n  </tr>\n  <tr>\n   <td><p>Soulgate (SSR)</p><p>Shanghai, China</p></td>\n   <td>$185M$1,824M</td>\n   <td>$13 - $1513,200,000</td>\n   <td>Morgan StanleyJefferies</td>\n  </tr>\n  <tr>\n   <td>Provides the gamified social networking app Soul in China.</td>\n  </tr>\n  <tr>\n   <td><p>Acurx Pharmaceuticals (ACXP)</p><p>Staten Island, NY</p></td>\n   <td>$15M$62M</td>\n   <td>$5 - $72,500,000</td>\n   <td>Alexander CapitalNetwork 1</td>\n  </tr>\n  <tr>\n   <td>Phase 2 biotech developing antibiotics for antibiotic-resistant pathogens.</td>\n  </tr>\n  <tr>\n   <td><p>Mister Car Wash (MCW)</p><p>Tucson, AZ</p></td>\n   <td>$600M$5,256M</td>\n   <td>$15 - $1737,500,000</td>\n   <td>BofAMorgan Stanley</td>\n  </tr>\n  <tr>\n   <td>Leading national car wash brand with 344 locations across the US.</td>\n  </tr>\n  <tr>\n   <td><p>AMTD Digital (HKD)</p><p>Hong Kong, China</p></td>\n   <td>$120M$1,388M</td>\n   <td>$6.80 - $8.2016,000,000</td>\n   <td>AMTD GlobalLoop Capital</td>\n  </tr>\n  <tr>\n   <td>Digital financial services provider being spun out of AMTD.</td>\n  </tr>\n  <tr>\n   <td><p>Miromatrix Medical (MIRO)</p><p>Eden Prairie, MN</p></td>\n   <td>$32M$162M</td>\n   <td>$7 - $94,000,000</td>\n   <td>Craig-Hallum</td>\n  </tr>\n  <tr>\n   <td>Developing novel bioengineering technology for organ transplants.</td>\n  </tr>\n  <tr>\n   <td><p>Unicycive Therapeutics (UNCY)</p><p>Los Altos, CA</p></td>\n   <td>$25M$116M</td>\n   <td>$8.50 - $10.502,635,000</td>\n   <td>Roth Cap.</td>\n  </tr>\n  <tr>\n   <td>Early-stage biotech developing in-licensed therapies for kidney disease.</td>\n  </tr>\n </tbody>\n</table>\n<p>Street research is expected for seven companies, and lock-up periods will be expiring for up to two companies.</p>","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>U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nU.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week><strong>Renaissance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCS":"Doximity, Inc.","CFLT":"Confluent, Inc.","YMM":"满帮","CXM":"Sprinklr, Inc.","FA":"First Advantage Corp.","MCW":"Mister Car Wash, Inc."},"source_url":"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199331995","content_text":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.\nHealthcare manager Bright Health Group(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.\nData infrastructure provider Confluent(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.\nCar wash brand Mister Car Wash(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.\nDigital physicians network Doximity(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.\nCustomer experience software provider Sprinklr(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.\nHR platform provider First Advantage(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.\nChinese social networking platform Soulgate(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.\nDigital financial services provider AMTD Digital(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.\nOrgan bioengineering company Miromatrix Medical(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.\nKidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.\nAntibiotic biotech Acurx Pharmaceuticals(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.\n\n\n\nU.S. IPO Calendar\n\n\nIssuer Business\nDeal Size Market Cap\nPrice Range Shares Filed\nTop Bookrunners\n\n\nFull Truck Alliance (YMM)Guiyang, China\n$1,485M$19,723M\n$17 - $1982,500,000\nMorgan StanleyCICC\n\n\nDigital freight platform that connects shippers and truckers in China.\n\n\nFirst Advantage (FA)Atlanta, GA\n$298M$2,097M\n$13 - $1521,250,000\nBarclaysBofA\n\n\nProvides background checks and other services to corporate customers.\n\n\nSprinklr (CXM)New York, NY\n$361M$5,541M\n$18 - $2019,000,000\nMorgan StanleyJP Morgan\n\n\nProvides customer experience management software for enterprises.\n\n\nBright Health Group (BHG)Minneapolis, MN\n$1,290M$15,385M\n$20 - $2360,000,000\nJP MorganGoldman\n\n\nProvides health insurance and other healthcare services.\n\n\nConfluent (CFLT)Mountain View, CA\n$713M$10,033M\n$29 - $3323,000,000\nMorgan StanleyJP Morgan\n\n\nProvides an enterprise platform that collects and processes real-time data streams.\n\n\nDoximity (DOCS)San Francisco, CA\n$501M$4,549M\n$20 - $2323,300,000\nMorgan StanleyGoldman\n\n\nProfessional network for physicians with telehealth and scheduling tools.\n\n\nSoulgate (SSR)Shanghai, China\n$185M$1,824M\n$13 - $1513,200,000\nMorgan StanleyJefferies\n\n\nProvides the gamified social networking app Soul in China.\n\n\nAcurx Pharmaceuticals (ACXP)Staten Island, NY\n$15M$62M\n$5 - $72,500,000\nAlexander CapitalNetwork 1\n\n\nPhase 2 biotech developing antibiotics for antibiotic-resistant pathogens.\n\n\nMister Car Wash (MCW)Tucson, AZ\n$600M$5,256M\n$15 - $1737,500,000\nBofAMorgan Stanley\n\n\nLeading national car wash brand with 344 locations across the US.\n\n\nAMTD Digital (HKD)Hong Kong, China\n$120M$1,388M\n$6.80 - $8.2016,000,000\nAMTD GlobalLoop Capital\n\n\nDigital financial services provider being spun out of AMTD.\n\n\nMiromatrix Medical (MIRO)Eden Prairie, MN\n$32M$162M\n$7 - $94,000,000\nCraig-Hallum\n\n\nDeveloping novel bioengineering technology for organ transplants.\n\n\nUnicycive Therapeutics (UNCY)Los Altos, CA\n$25M$116M\n$8.50 - $10.502,635,000\nRoth Cap.\n\n\nEarly-stage biotech developing in-licensed therapies for kidney disease.\n\n\n\nStreet research is expected for seven companies, and lock-up periods will be expiring for up to two companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372877997,"gmtCreate":1619194972419,"gmtModify":1704721175157,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Like and comment thanks!&nbsp;","listText":"Like and comment thanks!&nbsp;","text":"Like and comment thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/372877997","repostId":"1166519043","repostType":4,"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813068264,"gmtCreate":1630114753758,"gmtModify":1676530227871,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/813068264","repostId":"1162964424","repostType":2,"repost":{"id":"1162964424","kind":"news","pubTimestamp":1630111098,"share":"https://ttm.financial/m/news/1162964424?lang=&edition=fundamental","pubTime":"2021-08-28 08:38","market":"us","language":"en","title":"Apple Stock: How It Could Be A Great Inflation Play","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964424","media":"TheStreet","summary":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.IPhone users thinking of upgrading their devices this year  should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.Bad news for consumers could be great news for Apple stock investors. If the price increase is con","content":"<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p>\n<p>IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has&nbsp;reported&nbsp;that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p>\n<p>Bad news for consumers could be great news for Apple stock&nbsp;investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p>\n<p><b>What happened?</b></p>\n<p>The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p>\n<p>It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p>\n<p><b>A quote from Jim Cramer</b></p>\n<p>One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p>\n<p>Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that&nbsp;Mad Money’s Jim Cramer has made recently. Here is his quote:</p>\n<blockquote>\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n</blockquote>\n<p><b>The impact to the P&amp;L</b></p>\n<p>Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p>\n<p>Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p>\n<p>However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p>\n<p>The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How It Could Be A Great Inflation Play</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How It Could Be A Great Inflation Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-28 08:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162964424","content_text":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.\nBad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.\nFigure 1: Apple's iPhone 12 Pro.\nWhat happened?\nThe iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.\nIt is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.\nFigure 2: iPhone 12 Pro on Apple's store.\nA quote from Jim Cramer\nOne of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.\nGenerally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe impact to the P&L\nAre higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.\nHolding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.\nHowever, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.\nThe other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579150819625638","authorId":"3579150819625638","name":"gorgonzola","avatar":"https://static.tigerbbs.com/1c98c4db336df9bf3de0d2833d8ff0cf","crmLevel":5,"crmLevelSwitch":0,"idStr":"3579150819625638","authorIdStr":"3579150819625638"},"content":"done. plse like back. thanks!","text":"done. plse like back. thanks!","html":"done. plse like back. thanks!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151834439,"gmtCreate":1625070661821,"gmtModify":1703735560048,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/151834439","repostId":"1105779613","repostType":4,"repost":{"id":"1105779613","kind":"news","pubTimestamp":1625062867,"share":"https://ttm.financial/m/news/1105779613?lang=&edition=fundamental","pubTime":"2021-06-30 22:21","market":"us","language":"en","title":"Tesla Stall Shows Wall Street Rift on Stratospheric Stock Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1105779613","media":"Bloomberg","summary":"One analyst sees it rising to $1,200, another tumbling to $150. Competitive threats build after meteoric 2020 stock surge. Few companies have been as polarizing on Wall Street as Tesla Inc.-- and the lackluster run this year has done nothing to lessen it.To Piper Sandler & Co.’s Alexander Potter, the company’s potential dominance of the electric-car business warrants a $1,200 stock-price target, nearly double its $680.76 close on Tuesday. To Craig Irwin of Roth Capital Partners, as rivals move t","content":"<ul>\n <li>One analyst sees it rising to $1,200, another tumbling to $150</li>\n <li>Competitive threats build after meteoric 2020 stock surge</li>\n</ul>\n<p>Few companies have been as polarizing on Wall Street as&nbsp;Tesla Inc.-- and the lackluster run this year has done nothing to lessen it.</p>\n<p>To&nbsp;Piper Sandler &amp; Co.’s Alexander Potter, the company’s potential dominance of the electric-car business&nbsp;warrants&nbsp;a $1,200 stock-price target, nearly double its $680.76 close on Tuesday. To Craig Irwin of Roth Capital Partners, as rivals move to pick off a head start that turned Tesla into the world’s most highly valued car company, the stock will sink to $150.</p>\n<p>The divergence illustrates the tension that has sent Tesla shares toward a 4% loss during the first half of the year even as rival automakers surged ahead. That’s a marked contrast to its more than 8-fold jump last year and reflects investors’ doubts about heady growth expectations for the company in the face of stronger competitive threats and signs of a sales slowdown in China.</p>\n<p>“For a long time Tesla was the only credible player in the high-quality EV market, and we are seeing that starting to change,” said JoAnne Feeney, portfolio manager atAdvisorsCapital Management, who said the company’s current valuation assumes it will become the biggest seller of cars in the U.S. “That seems to be an awful lot to ask.”</p>\n<p><img src=\"https://static.tigerbbs.com/fb8f7a35e4b2bc516159737958ead3d4\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla sold about half a million cars worldwide in 2020, accounting for a fraction of even the 14.5 million light vehicles sold in the U.S., and it’s facing threats from traditional automakers such as&nbsp;General Motors Co.,Ford Motor Co.&nbsp;and&nbsp;Volkswagen AG&nbsp;that are launching their own electric-vehicle lineups. In China, Tesla’s lead over other startups has already started to shrink, according to&nbsp;UBS Group AG&nbsp;analyst Patrick Hummel.</p>\n<p>That competition poses a separate challenge to the company’s bottom line: Tesla has profited from selling carbon-offset credits to other carmakers that haven’t met their emissions targets. But the more its rivals’ sales of electric vehicles take off, the more that source of revenue will drop.</p>\n<p>Yet Tesla’s stock-market valuation is based on the expectation of steep growth, giving it little room for error. It’s currently trading at more than 650 times earnings per share, according to data compiled by Bloomberg. That compares with a multiple of 30 for the S&amp;P 500 Index.</p>\n<p>“Tesla’s market valuation is vastly over optimistic, ignoring the over 500 EV models that will be on the road by the end of 2025,” said&nbsp;Roth Capital’s Irwin. “Tesla does not operate in a vacuum and many companies have better technology.”</p>\n<p>The company will be reporting second-quarter delivery figures later this week, a major catalyst that analysts and investors will be keenly watching.</p>\n<p><img src=\"https://static.tigerbbs.com/6d2dd8d41a7f20e74bd44de1c344d6a0\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p>\n<p>But Tesla bulls are confident that the company’s valuation will be justified if it comes to dominate the industry, much like tech behemoths&nbsp;Alphabet Inc.,FaceBook Inc.&nbsp;and&nbsp;Amazon.com Inc&nbsp;.have come to lord over their’s.</p>\n<p>Others just see it as a pause for Tesla shares as investors come to terms with the surging valuation last year, when markets leaned heavily onto growth stocks as the pandemic shut down much of the global economy. That influx has started to shift this year in the so-called reflation trade, with funds moving back into stocks more likely to benefit from the recovery.</p>\n<p>Cathie Wood’s&nbsp;Ark Investment Management, which had a 0.6% stake in Tesla as of March 31 and is an ardent backer of the company, remains steadfast in its support despite the stock’s showing this year. Ark expects it to benefit from rising electric vehicle sales and sees even odds that it will deliver fully self-driven cars in four years.</p>\n<p>If all goes as planned? Ark forecasts the stock will reach $3,000 in 2025.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stall Shows Wall Street Rift on Stratospheric Stock Value</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stall Shows Wall Street Rift on Stratospheric Stock Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-30/tesla-stall-shows-wall-street-rift-on-stratospheric-stock-value?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One analyst sees it rising to $1,200, another tumbling to $150\nCompetitive threats build after meteoric 2020 stock surge\n\nFew companies have been as polarizing on Wall Street as Tesla Inc.-- and the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-30/tesla-stall-shows-wall-street-rift-on-stratospheric-stock-value?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-30/tesla-stall-shows-wall-street-rift-on-stratospheric-stock-value?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105779613","content_text":"One analyst sees it rising to $1,200, another tumbling to $150\nCompetitive threats build after meteoric 2020 stock surge\n\nFew companies have been as polarizing on Wall Street as Tesla Inc.-- and the lackluster run this year has done nothing to lessen it.\nTo Piper Sandler & Co.’s Alexander Potter, the company’s potential dominance of the electric-car business warrants a $1,200 stock-price target, nearly double its $680.76 close on Tuesday. To Craig Irwin of Roth Capital Partners, as rivals move to pick off a head start that turned Tesla into the world’s most highly valued car company, the stock will sink to $150.\nThe divergence illustrates the tension that has sent Tesla shares toward a 4% loss during the first half of the year even as rival automakers surged ahead. That’s a marked contrast to its more than 8-fold jump last year and reflects investors’ doubts about heady growth expectations for the company in the face of stronger competitive threats and signs of a sales slowdown in China.\n“For a long time Tesla was the only credible player in the high-quality EV market, and we are seeing that starting to change,” said JoAnne Feeney, portfolio manager atAdvisorsCapital Management, who said the company’s current valuation assumes it will become the biggest seller of cars in the U.S. “That seems to be an awful lot to ask.”\n\nTesla sold about half a million cars worldwide in 2020, accounting for a fraction of even the 14.5 million light vehicles sold in the U.S., and it’s facing threats from traditional automakers such as General Motors Co.,Ford Motor Co. and Volkswagen AG that are launching their own electric-vehicle lineups. In China, Tesla’s lead over other startups has already started to shrink, according to UBS Group AG analyst Patrick Hummel.\nThat competition poses a separate challenge to the company’s bottom line: Tesla has profited from selling carbon-offset credits to other carmakers that haven’t met their emissions targets. But the more its rivals’ sales of electric vehicles take off, the more that source of revenue will drop.\nYet Tesla’s stock-market valuation is based on the expectation of steep growth, giving it little room for error. It’s currently trading at more than 650 times earnings per share, according to data compiled by Bloomberg. That compares with a multiple of 30 for the S&P 500 Index.\n“Tesla’s market valuation is vastly over optimistic, ignoring the over 500 EV models that will be on the road by the end of 2025,” said Roth Capital’s Irwin. “Tesla does not operate in a vacuum and many companies have better technology.”\nThe company will be reporting second-quarter delivery figures later this week, a major catalyst that analysts and investors will be keenly watching.\n\nBut Tesla bulls are confident that the company’s valuation will be justified if it comes to dominate the industry, much like tech behemoths Alphabet Inc.,FaceBook Inc. and Amazon.com Inc .have come to lord over their’s.\nOthers just see it as a pause for Tesla shares as investors come to terms with the surging valuation last year, when markets leaned heavily onto growth stocks as the pandemic shut down much of the global economy. That influx has started to shift this year in the so-called reflation trade, with funds moving back into stocks more likely to benefit from the recovery.\nCathie Wood’s Ark Investment Management, which had a 0.6% stake in Tesla as of March 31 and is an ardent backer of the company, remains steadfast in its support despite the stock’s showing this year. Ark expects it to benefit from rising electric vehicle sales and sees even odds that it will deliver fully self-driven cars in four years.\nIf all goes as planned? Ark forecasts the stock will reach $3,000 in 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014364264,"gmtCreate":1649607314001,"gmtModify":1676534537247,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014364264","repostId":"2225524274","repostType":4,"repost":{"id":"2225524274","kind":"highlight","pubTimestamp":1649462464,"share":"https://ttm.financial/m/news/2225524274?lang=&edition=fundamental","pubTime":"2022-04-09 08:01","market":"us","language":"en","title":"Want $1 Million in Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2225524274","media":"Motley Fool","summary":"The math adds up if these companies can keep performing.","content":"<html><head></head><body><p>Who wants to be a millionaire? With the possible exception of billionaires, just about everyone does. The idea spawned a British (and then an American) quiz show. On television, it can happen overnight.</p><p>In investing, becoming a millionaire takes time. Buying shares of high-performing companies can, over time, produce life-changing gains. <b>The</b> <b>Trade</b> <b>Desk</b>, <b>Paycom Software</b>, and <b>Align</b> <b>Technology</b> are three that I believe have that potential.</p><p>Let&#39;s look at their earnings, growth rates, and valuations to see how they could transform a $100,000 portfolio into a seven-figure retirement nest egg over the next decade.</p><h2>1. The Trade Desk</h2><p>There is an old saying in the advertising business that half of ad spending is wasted, but nobody knows which half. The Trade Desk is eliminating that waste with its data-driven self-service platform. Its customers manage their ad spending on more than 500 billion digital opportunities per day. The goal is to help customers make the most intelligent ad-buying decisions and provide them with an abundance of performance feedback. In today&#39;s digital economy, it&#39;s invaluable.</p><p>And business is growing like a weed. Earnings per share (EPS) are expected to climb more than 23% next year. That&#39;s a reasonable rate to use in our calculation. The company has grown revenue 375% over the past five years. Also, gross spend on Trade Desk&#39;s platform climbed 47% last year to $6.2 billion. And management pegs the global ad-spend opportunity at $750 billion, with about $50 billion in display advertising. That offers plenty of room to grow for years.</p><p><img src=\"https://static.tigerbbs.com/3105e52ee3274f0a262bd444d428b18f\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TTD revenue (TTM). Data by YCharts. TTM = trailing 12 months.</p><p>Wall Street sees the potential. The Trade Desk&#39;s price-to-earnings (P/E) ratio has varied between 40 and 120 over the past few years. We&#39;ll use 50 for our calculations.</p><p>Doing the math on an initial investment of $33,333.33 (a third of the $100,000) leads to a stake in The Trade Desk worth almost $190,000 in 2032. That relies on bold assumptions. But they are well within what the company has delivered so far.</p><h2>2. Paycom</h2><p>Paycom offers businesses a platform to manage employee payroll, time and attendance, and benefits administration, among other things. Its product was built for the cloud. That&#39;s different from many traditional human capital management (HCM) vendors that have pieced together acquired software over the years.</p><p>Customers can clearly tell the difference. Paycom topped $1 billion in revenue last year for the first time, a 26% increase over 2020. Most importantly, that revenue is recurring and sticky. Revenue retention was 94% in 2021. Customers stick around once they start using the platform.</p><p>Before the pandemic, Paycom&#39;s top line was expanding between 30% and 45% each year. We&#39;ll use last year&#39;s 26% for our calculation and apply a multiple of 60 times earnings. That seems high. But shares have stayed within a range of 50 to 100 times earnings over the years.</p><p>For Paycom, that <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of the $100,000 hypothetically invested in 2022 turns into more than $350,000 a decade from now. That would make it a 10-bagger. While it might seem unlikely, if the market continues to reward predictable revenue, and Paycom continues to grow, it&#39;s possible. After all, its $1.1 billion in 2021 revenue is a drop in the bucket of an HCM market that is predicted to reach $47 billion by 2029.</p><h2>3. Align Technology</h2><p>The company best known for its Invisalign clear teeth-straightening system is actually a vertically integrated combination of several businesses. They all help people get straighter teeth faster, and orthodontists and dentists see more clients every year. It also provides scanners and software -- two acquisitions -- that help practitioners develop and communicate a plan for patients.</p><p>The growth opportunity is tremendous. Management estimates 500 million potential customers in the world with 21 million orthodontic starts each year -- two-thirds of them teens. For context, it shipped 2.55 million aligners last year.</p><p>Align is the crown jewel in our attempt to grow a million-dollar portfolio. The $33,333.33 invested in it could grow over the next 10 years into $461,000. That&#39;s assuming the $12.50 analysts expect this year grows at the midpoint of management&#39;s long-term guidance of 20% to 30% a year. Similar to the other two stocks, Align typically trades at a premium. We&#39;ll use 50 times earnings, slightly above the bottom of the 40 to 100 historical P/E range. It&#39;s an amazing potential return when running the numbers.</p><h2>&#34;It&#39;s tough to make predictions, especially about the future&#34;</h2><p>That quote from Yankees legend Yogi Berra underscores a key point in the analysis above. No one knows what the world is going to look like in 10 years. Investors with a long-term mindset need to block out the noise without being irresponsible.</p><p>The Trade Desk, Paycom, and Align have all grown rapidly while turning a profit. I expect that to continue. If the assumptions hold, a $100,000 investment will be worth $1 million in 10 short years.</p><p><img src=\"https://static.tigerbbs.com/0b4adf9eeb7896d353fe014f3f351429\" tg-width=\"700\" tg-height=\"302\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Calculations and chart by author.</p><p>It&#39;s an interesting exercise that relies on the past as a guide. If the performance changes, so can the outcome. That&#39;s why it&#39;s best to build a diversified portfolio of a lot more than three stocks.</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>Want $1 Million in Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade</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\">\nWant $1 Million in Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/08/want-1-million-in-retirement-invest-100000-in-thes/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Who wants to be a millionaire? With the possible exception of billionaires, just about everyone does. The idea spawned a British (and then an American) quiz show. On television, it can happen ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/08/want-1-million-in-retirement-invest-100000-in-thes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","TTM":"塔塔汽车","BK4531":"中概回港概念","HCM":"和黄医药","BK4523":"印度概念","BK4007":"制药"},"source_url":"https://www.fool.com/investing/2022/04/08/want-1-million-in-retirement-invest-100000-in-thes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2225524274","content_text":"Who wants to be a millionaire? With the possible exception of billionaires, just about everyone does. The idea spawned a British (and then an American) quiz show. On television, it can happen overnight.In investing, becoming a millionaire takes time. Buying shares of high-performing companies can, over time, produce life-changing gains. The Trade Desk, Paycom Software, and Align Technology are three that I believe have that potential.Let's look at their earnings, growth rates, and valuations to see how they could transform a $100,000 portfolio into a seven-figure retirement nest egg over the next decade.1. The Trade DeskThere is an old saying in the advertising business that half of ad spending is wasted, but nobody knows which half. The Trade Desk is eliminating that waste with its data-driven self-service platform. Its customers manage their ad spending on more than 500 billion digital opportunities per day. The goal is to help customers make the most intelligent ad-buying decisions and provide them with an abundance of performance feedback. In today's digital economy, it's invaluable.And business is growing like a weed. Earnings per share (EPS) are expected to climb more than 23% next year. That's a reasonable rate to use in our calculation. The company has grown revenue 375% over the past five years. Also, gross spend on Trade Desk's platform climbed 47% last year to $6.2 billion. And management pegs the global ad-spend opportunity at $750 billion, with about $50 billion in display advertising. That offers plenty of room to grow for years.TTD revenue (TTM). Data by YCharts. TTM = trailing 12 months.Wall Street sees the potential. The Trade Desk's price-to-earnings (P/E) ratio has varied between 40 and 120 over the past few years. We'll use 50 for our calculations.Doing the math on an initial investment of $33,333.33 (a third of the $100,000) leads to a stake in The Trade Desk worth almost $190,000 in 2032. That relies on bold assumptions. But they are well within what the company has delivered so far.2. PaycomPaycom offers businesses a platform to manage employee payroll, time and attendance, and benefits administration, among other things. Its product was built for the cloud. That's different from many traditional human capital management (HCM) vendors that have pieced together acquired software over the years.Customers can clearly tell the difference. Paycom topped $1 billion in revenue last year for the first time, a 26% increase over 2020. Most importantly, that revenue is recurring and sticky. Revenue retention was 94% in 2021. Customers stick around once they start using the platform.Before the pandemic, Paycom's top line was expanding between 30% and 45% each year. We'll use last year's 26% for our calculation and apply a multiple of 60 times earnings. That seems high. But shares have stayed within a range of 50 to 100 times earnings over the years.For Paycom, that one-third of the $100,000 hypothetically invested in 2022 turns into more than $350,000 a decade from now. That would make it a 10-bagger. While it might seem unlikely, if the market continues to reward predictable revenue, and Paycom continues to grow, it's possible. After all, its $1.1 billion in 2021 revenue is a drop in the bucket of an HCM market that is predicted to reach $47 billion by 2029.3. Align TechnologyThe company best known for its Invisalign clear teeth-straightening system is actually a vertically integrated combination of several businesses. They all help people get straighter teeth faster, and orthodontists and dentists see more clients every year. It also provides scanners and software -- two acquisitions -- that help practitioners develop and communicate a plan for patients.The growth opportunity is tremendous. Management estimates 500 million potential customers in the world with 21 million orthodontic starts each year -- two-thirds of them teens. For context, it shipped 2.55 million aligners last year.Align is the crown jewel in our attempt to grow a million-dollar portfolio. The $33,333.33 invested in it could grow over the next 10 years into $461,000. That's assuming the $12.50 analysts expect this year grows at the midpoint of management's long-term guidance of 20% to 30% a year. Similar to the other two stocks, Align typically trades at a premium. We'll use 50 times earnings, slightly above the bottom of the 40 to 100 historical P/E range. It's an amazing potential return when running the numbers.\"It's tough to make predictions, especially about the future\"That quote from Yankees legend Yogi Berra underscores a key point in the analysis above. No one knows what the world is going to look like in 10 years. Investors with a long-term mindset need to block out the noise without being irresponsible.The Trade Desk, Paycom, and Align have all grown rapidly while turning a profit. I expect that to continue. If the assumptions hold, a $100,000 investment will be worth $1 million in 10 short years.Calculations and chart by author.It's an interesting exercise that relies on the past as a guide. If the performance changes, so can the outcome. That's why it's best to build a diversified portfolio of a lot more than three stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091749052,"gmtCreate":1643949471338,"gmtModify":1676533875543,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091749052","repostId":"1180306841","repostType":4,"repost":{"id":"1180306841","kind":"news","pubTimestamp":1643946520,"share":"https://ttm.financial/m/news/1180306841?lang=&edition=fundamental","pubTime":"2022-02-04 11:48","market":"us","language":"en","title":"2 Big Reasons to Buy the Dip in Meta Platforms' Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1180306841","media":"Motley Fool","summary":"Key PointsThe metaverse could be a $1.6 trillion opportunity by 2030.The opportunity dwarfs the cash","content":"<html><head></head><body><p>Key Points</p><ul><li>The metaverse could be a $1.6 trillion opportunity by 2030.</li><li>The opportunity dwarfs the cash that Meta&#39;s Reality Labs segment is burning trying to build it.</li></ul><p><a href=\"https://laohu8.com/S/FB\"><b>Meta Platforms</b></a>, the parent company of popular social media apps Facebook, Instagram, and WhatsApp, reported its full-year 2021 earnings on Feb. 2. Investors were not at all happy about the significant cash burn in the company&#39;s Reality Labs segment, which is focused on building the metaverse, and in the weaker-than-expected forward guidance.</p><p>Meta&#39;s stock price fell 22% in after-hours trading following the report&#39;s release (and has stayed down), but there are strong arguments in support of investors buying into that weakness. The company&#39;s impeccable track record of financial performance suggests it deserves the benefit of the doubt, especially given the opportunities ahead.</p><p>Here are two key reasons to buy this dip.</p><p><b>1. The huge potential of the metaverse is worth the billions being invested</b></p><p>Meta Platforms is the largest social media company in the world, with its Facebook asset alone used by 2.91 billion people every month -- a startling 36% of the entire global population. But still, the company refuses to slip into complacency, as evidenced by its sizeable (and increasing) investment in the metaverse.</p><p>This new virtual world is being constructed by Meta&#39;s Reality Labs segment, which the company now reports separately from the rest of its platforms. It believes that in the future, its users will exist as virtual avatars of themselves within the metaverse, where they can teleport to different experiences and carry inventories of digital goods. That presents a significant financial opportunity for Meta Platforms, because the metaverse could feature its own self-sustaining economy.</p><p>But when the company revealed its fourth-quarter 2021 result, investors were surprised at just how much money was being spent on this project.</p><p><img src=\"https://static.tigerbbs.com/c8a56d3077c1ad468aa5b988b90d0a6d\" tg-width=\"1065\" tg-height=\"156\" referrerpolicy=\"no-referrer\"/>While it appears the Reality Labs segment is bleeding an increasing amount of red ink, Meta Platforms is playing the long game. One estimate by Bloomberg Intelligence suggests themetaversewill be an $800 billion opportunity by 2024, with a 12.4% compound annual growth rate (CAGR) that could see it double to $1.6 trillion by the end of this decade alone. Therefore, in context, the $10.1 billion Reality Labs lost during 2021 could be a mere drop in the ocean compared to its future revenue potential.</p><p><b>2. The stock is a great value</b></p><p>Despite Meta&#39;s substantial commitment to building the metaverse, the company as a whole is making a significant amount of money. For the 2021 full year, it reported $39.3 billion in operating income, which translated into $13.77 inearnings per share.</p><p>Its stock trades at $239 right now, placing itsprice-to-earnings multipleat just 17.1. That&#39;s 50% cheaper than the technology-centric <b>Nasdaq-100</b> index, which trades at a multiple of 33.7. Meta has a stellar track record of revenue and earnings growth over the last decade, which likely warrants a much richer stock valuation.</p><p><img src=\"https://static.tigerbbs.com/6afeeff414d72fdbfaee8fe2d9fe409f\" tg-width=\"1066\" tg-height=\"235\" referrerpolicy=\"no-referrer\"/>But putting the past aside, the short term might be bumpy as Meta contends with recent changes to user privacy policies for<b>Apple</b>&#39;s iOS and<b>Alphabet</b>&#39;s Google Andriod OS, which are making it harder for advertisers to accurately target their desired audiences. That, combined with lingering supply chain issues hurting businesses&#39; appetite to spend on marketing, prompted Meta to issue conservative guidance for the first quarter of 2022.</p><p>There is another concern. Facebook saw its first sequential quarterly decline in daily active users in company history, and although it was a mere 0.05% contraction in user base, it highlights the difficulty in generating growth for a single platform with over 1.9 billion users. But on the plus side, Meta recorded an average revenue per user of $9.39 for the fourth quarter, its highest in at least two years.</p><p><b>Investor takeaway</b></p><p>Meta is an incredibly innovative company, so issues like ad targeting and short-term supply chain issues will likely be overcome given enough time. It favors a long-term investment approach, especially given the opportunity in the metaverse that lies ahead. If the new virtual world grows as large as some estimates suggest, the company&#39;s future financial performance could trounce anything it has achieved in the past. Therefore, picking up Meta Platforms stock on this dip could be a game-changer for your portfolio.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Big Reasons to Buy the Dip in Meta Platforms' Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Big Reasons to Buy the Dip in Meta Platforms' Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-04 11:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/03/2-big-reasons-buy-the-dip-in-meta-platforms-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsThe metaverse could be a $1.6 trillion opportunity by 2030.The opportunity dwarfs the cash that Meta's Reality Labs segment is burning trying to build it.Meta Platforms, the parent company ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/03/2-big-reasons-buy-the-dip-in-meta-platforms-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/02/03/2-big-reasons-buy-the-dip-in-meta-platforms-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180306841","content_text":"Key PointsThe metaverse could be a $1.6 trillion opportunity by 2030.The opportunity dwarfs the cash that Meta's Reality Labs segment is burning trying to build it.Meta Platforms, the parent company of popular social media apps Facebook, Instagram, and WhatsApp, reported its full-year 2021 earnings on Feb. 2. Investors were not at all happy about the significant cash burn in the company's Reality Labs segment, which is focused on building the metaverse, and in the weaker-than-expected forward guidance.Meta's stock price fell 22% in after-hours trading following the report's release (and has stayed down), but there are strong arguments in support of investors buying into that weakness. The company's impeccable track record of financial performance suggests it deserves the benefit of the doubt, especially given the opportunities ahead.Here are two key reasons to buy this dip.1. The huge potential of the metaverse is worth the billions being investedMeta Platforms is the largest social media company in the world, with its Facebook asset alone used by 2.91 billion people every month -- a startling 36% of the entire global population. But still, the company refuses to slip into complacency, as evidenced by its sizeable (and increasing) investment in the metaverse.This new virtual world is being constructed by Meta's Reality Labs segment, which the company now reports separately from the rest of its platforms. It believes that in the future, its users will exist as virtual avatars of themselves within the metaverse, where they can teleport to different experiences and carry inventories of digital goods. That presents a significant financial opportunity for Meta Platforms, because the metaverse could feature its own self-sustaining economy.But when the company revealed its fourth-quarter 2021 result, investors were surprised at just how much money was being spent on this project.While it appears the Reality Labs segment is bleeding an increasing amount of red ink, Meta Platforms is playing the long game. One estimate by Bloomberg Intelligence suggests themetaversewill be an $800 billion opportunity by 2024, with a 12.4% compound annual growth rate (CAGR) that could see it double to $1.6 trillion by the end of this decade alone. Therefore, in context, the $10.1 billion Reality Labs lost during 2021 could be a mere drop in the ocean compared to its future revenue potential.2. The stock is a great valueDespite Meta's substantial commitment to building the metaverse, the company as a whole is making a significant amount of money. For the 2021 full year, it reported $39.3 billion in operating income, which translated into $13.77 inearnings per share.Its stock trades at $239 right now, placing itsprice-to-earnings multipleat just 17.1. That's 50% cheaper than the technology-centric Nasdaq-100 index, which trades at a multiple of 33.7. Meta has a stellar track record of revenue and earnings growth over the last decade, which likely warrants a much richer stock valuation.But putting the past aside, the short term might be bumpy as Meta contends with recent changes to user privacy policies forApple's iOS andAlphabet's Google Andriod OS, which are making it harder for advertisers to accurately target their desired audiences. That, combined with lingering supply chain issues hurting businesses' appetite to spend on marketing, prompted Meta to issue conservative guidance for the first quarter of 2022.There is another concern. Facebook saw its first sequential quarterly decline in daily active users in company history, and although it was a mere 0.05% contraction in user base, it highlights the difficulty in generating growth for a single platform with over 1.9 billion users. But on the plus side, Meta recorded an average revenue per user of $9.39 for the fourth quarter, its highest in at least two years.Investor takeawayMeta is an incredibly innovative company, so issues like ad targeting and short-term supply chain issues will likely be overcome given enough time. It favors a long-term investment approach, especially given the opportunity in the metaverse that lies ahead. If the new virtual world grows as large as some estimates suggest, the company's future financial performance could trounce anything it has achieved in the past. Therefore, picking up Meta Platforms stock on this dip could be a game-changer for your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887922177,"gmtCreate":1631961644699,"gmtModify":1676530678979,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/887922177","repostId":"1171558890","repostType":4,"repost":{"id":"1171558890","kind":"news","pubTimestamp":1631921912,"share":"https://ttm.financial/m/news/1171558890?lang=&edition=fundamental","pubTime":"2021-09-18 07:38","market":"us","language":"en","title":"US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1171558890","media":"renaissancecap...","summary":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billio","content":"<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.</p>\n<p>The largest deal of the week,<b>Freshworks</b>(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&amp;M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.</p>\n<p>Canadian consumer products company&nbsp;<b>Knowlton Development</b>(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.</p>\n<p>Restaurant payment processor&nbsp;<b>Toast</b>(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.</p>\n<p>Global money transfer firm&nbsp;<b>Remitly Global</b>(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.</p>\n<p>Software firm&nbsp;<b>Clearwater Analytics</b>(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.</p>\n<p>Food company&nbsp;<b>Sovos Brands</b>(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.</p>\n<p>Customer engagement software provider&nbsp;<b>EngageSmart</b>(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.</p>\n<p>Hiring solutions provider&nbsp;<b>Sterling Check</b>(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.</p>\n<p>Jewelry retailer&nbsp;<b>Brilliant Earth Group</b>(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.</p>\n<p>Online fashion platform&nbsp;<b>a.k.a. Brands</b>(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&amp;A strategy carries execution risk.</p>\n<p>COVID-19 test maker&nbsp;<b>Cue Health</b>(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.</p>\n<p>London-listed crypto mining company&nbsp;<b>Argo Blockchain</b>(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.</p>\n<p>Personalized supplements seller&nbsp;<b>Thorne Healthtech</b>(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.</p>\n<p>Canadian bank&nbsp;<b>VersaBank</b>(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.</p>","source":"lsy1619493174116","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STER":"Sterling Check Corp.","AKA":"a.k.a. Brands Holding Corp.","ARBK":"Argo Blockchain Plc","CWAN":"Clearwater Analytics Holdings, Inc.","SOVO":"Sovos Brands, Inc.","BRLT":"Brilliant Earth Group, Inc.","FRSH":"Freshworks","THRN":"Thorne Healthtech","HLTH":"Cue Health Inc.","ESMT":"EngageSmart Inc.","TOST":"Toast, Inc.","RELY":"Remitly Global, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171558890","content_text":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.\nThe largest deal of the week,Freshworks(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.\nCanadian consumer products company Knowlton Development(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.\nRestaurant payment processor Toast(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.\nGlobal money transfer firm Remitly Global(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.\nSoftware firm Clearwater Analytics(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.\nFood company Sovos Brands(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.\nCustomer engagement software provider EngageSmart(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.\nHiring solutions provider Sterling Check(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.\nJewelry retailer Brilliant Earth Group(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.\nOnline fashion platform a.k.a. Brands(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&A strategy carries execution risk.\nCOVID-19 test maker Cue Health(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.\nLondon-listed crypto mining company Argo Blockchain(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.\nPersonalized supplements seller Thorne Healthtech(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.\nCanadian bank VersaBank(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817920236,"gmtCreate":1630898778625,"gmtModify":1676530415905,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/817920236","repostId":"1126654067","repostType":4,"repost":{"id":"1126654067","kind":"news","pubTimestamp":1630885254,"share":"https://ttm.financial/m/news/1126654067?lang=&edition=fundamental","pubTime":"2021-09-06 07:40","market":"us","language":"en","title":"Is the U.S. stock market open on Labor Day?","url":"https://stock-news.laohu8.com/highlight/detail?id=1126654067","media":"MarketWatch","summary":"It is unofficially summer’s last hurrah for Wall Street investors.\nU.S. financial markets will be cl","content":"<p>It is unofficially summer’s last hurrah for Wall Street investors.</p>\n<p>U.S. financial markets will be closed for Labor Day on Monday, Sept. 6, marking a three-day weekend in the U.S., following what has been a mostly spectacular run for the stock market. The rally came despite concerns about the spread of the delta variant of the coronavirus and unease about the timetable for an eventual rollback of easy-money policies implemented by the Federal Reserve at the onset of the pandemic last year.</p>\n<p>On Monday, U.S. stock exchanges, including the Intercontinental Exchange Inc.&nbsp;-owned New York Stock Exchange and Nasdaq Inc.,will be closed, so don’t look for any action in individual stocks or indexes including the Dow Jones Industrial Average,&nbsp;S&amp;P 500&nbsp;or Nasdaq Composite indexes.</p>\n<p>The S&amp;P 500 has already notched 54 record closing highs in 2021 and was looking for its 55th on Friday, while the Nasdaq Composite&nbsp;was on track to book its 35th&nbsp;all-time high of the year. The Dow stood less than a percentage point from its Aug. 16 record, mid-afternoon Friday.</p>\n<p>Sifma, the securities-industry trade group for fixed-income, also has recommended the bond market close on Labor Day, including trading in the 10-year Treasury note,which was&nbsp;yielding around 1.33%&nbsp;after the U.S. August jobs report came in weaker than expected.</p>\n<p>However, the&nbsp;Labor Department’s employment report,which showed that&nbsp;235,000 jobs were created in August, far below expectations for more than 700,000, failed to dull expectations among sovereign debt investors for a near-term announcement of tapering of the Fed’s $120 billion in monthly purchases in Treasurys and mortgage-backed securities.</p>\n<p>Trading in most commodity futures, including Nymex crude-oil&nbsp;and Comex gold,on U.S. exchanges will also be halted Monday.</p>\n<p>Is there any significance to the holiday for average investors, besides the time off in the U.S. and the barbecues?</p>\n<p>Probably not.</p>\n<p>But the May Memorial Day to September Labor Day period in recent years has proven a bullish stretch one for investors, according to Dow Jones Market Data. The Dow, for example, is up by about 2% over that period and averages a gain of 1.3%, producing a winning record 65% of the time. The Dow is currently enjoying a win streak, over the past six Memorial Day/Labor Day periods, representing the longest win streak since 1989. Last year, the markets gained nearly 15% over that time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3f0f061a4ddd2ca31c53f8aa68e3cce\" tg-width=\"699\" tg-height=\"564\" width=\"100%\" height=\"auto\"><span>DOW JONES MARKET DATA</span></p>\n<p>The S&amp;P 500 is on a similar win streak and is up nearly 8% so far this Memorial Day-Labor Day period. It has risen more than 70% over that period in past years and averages a 1.7% gain. The broad-market index rose 16% during that time in 2020.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c780a46e32d055feb3e3f5e10fc987f\" tg-width=\"699\" tg-height=\"564\" width=\"100%\" height=\"auto\"><span>DOW JONES MARKET DATA</span></p>\n<p>But if there is a bona fide trend in the Labor Day trading it may be this one that MarketWatch’s&nbsp;Steve Goldstein reports, quoting Raymond James strategist Tavis McCourt, who says that in the last two years, there was a big value and cyclical bias in stock markets after the holiday, and in 2018, markets basically collapsed after the summer drew to a close.</p>\n<p>It is impossible to know if the stock market rally will peter out similarly this time around but there is a growing sense on Wall Street that valuations are too lofty and equity indexes are due for a pullback of at least 5% or better from current heights.</p>\n<p>Markets will be back to business as usual on Tuesday and, of course, European bourses, including London’s FTSE 100&nbsp;index and the pan-European Stoxx Europe 600&nbsp;will be open on Monday, as well as Asian markets, the Nikkei 225,Hong Kong’s Hang Seng&nbsp;and the Shanghai Composite Index.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the U.S. stock market open on Labor Day?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the U.S. stock market open on Labor Day?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-06 07:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/is-the-u-s-stock-market-open-on-labor-day-11630697597?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is unofficially summer’s last hurrah for Wall Street investors.\nU.S. financial markets will be closed for Labor Day on Monday, Sept. 6, marking a three-day weekend in the U.S., following what has ...</p>\n\n<a href=\"https://www.marketwatch.com/story/is-the-u-s-stock-market-open-on-labor-day-11630697597?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ICE":"洲际交易所",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/is-the-u-s-stock-market-open-on-labor-day-11630697597?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126654067","content_text":"It is unofficially summer’s last hurrah for Wall Street investors.\nU.S. financial markets will be closed for Labor Day on Monday, Sept. 6, marking a three-day weekend in the U.S., following what has been a mostly spectacular run for the stock market. The rally came despite concerns about the spread of the delta variant of the coronavirus and unease about the timetable for an eventual rollback of easy-money policies implemented by the Federal Reserve at the onset of the pandemic last year.\nOn Monday, U.S. stock exchanges, including the Intercontinental Exchange Inc. -owned New York Stock Exchange and Nasdaq Inc.,will be closed, so don’t look for any action in individual stocks or indexes including the Dow Jones Industrial Average, S&P 500 or Nasdaq Composite indexes.\nThe S&P 500 has already notched 54 record closing highs in 2021 and was looking for its 55th on Friday, while the Nasdaq Composite was on track to book its 35th all-time high of the year. The Dow stood less than a percentage point from its Aug. 16 record, mid-afternoon Friday.\nSifma, the securities-industry trade group for fixed-income, also has recommended the bond market close on Labor Day, including trading in the 10-year Treasury note,which was yielding around 1.33% after the U.S. August jobs report came in weaker than expected.\nHowever, the Labor Department’s employment report,which showed that 235,000 jobs were created in August, far below expectations for more than 700,000, failed to dull expectations among sovereign debt investors for a near-term announcement of tapering of the Fed’s $120 billion in monthly purchases in Treasurys and mortgage-backed securities.\nTrading in most commodity futures, including Nymex crude-oil and Comex gold,on U.S. exchanges will also be halted Monday.\nIs there any significance to the holiday for average investors, besides the time off in the U.S. and the barbecues?\nProbably not.\nBut the May Memorial Day to September Labor Day period in recent years has proven a bullish stretch one for investors, according to Dow Jones Market Data. The Dow, for example, is up by about 2% over that period and averages a gain of 1.3%, producing a winning record 65% of the time. The Dow is currently enjoying a win streak, over the past six Memorial Day/Labor Day periods, representing the longest win streak since 1989. Last year, the markets gained nearly 15% over that time.\nDOW JONES MARKET DATA\nThe S&P 500 is on a similar win streak and is up nearly 8% so far this Memorial Day-Labor Day period. It has risen more than 70% over that period in past years and averages a 1.7% gain. The broad-market index rose 16% during that time in 2020.\nDOW JONES MARKET DATA\nBut if there is a bona fide trend in the Labor Day trading it may be this one that MarketWatch’s Steve Goldstein reports, quoting Raymond James strategist Tavis McCourt, who says that in the last two years, there was a big value and cyclical bias in stock markets after the holiday, and in 2018, markets basically collapsed after the summer drew to a close.\nIt is impossible to know if the stock market rally will peter out similarly this time around but there is a growing sense on Wall Street that valuations are too lofty and equity indexes are due for a pullback of at least 5% or better from current heights.\nMarkets will be back to business as usual on Tuesday and, of course, European bourses, including London’s FTSE 100 index and the pan-European Stoxx Europe 600 will be open on Monday, as well as Asian markets, the Nikkei 225,Hong Kong’s Hang Seng and the Shanghai Composite Index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832087984,"gmtCreate":1629542318748,"gmtModify":1676530068370,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/832087984","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","QCOM":"高通","NVDA":"英伟达","GOOGL":"谷歌A","AAPL":"苹果","SNPS":"新思科技","TSM":"台积电","CDNS":"铿腾电子","SSNLF":"三星电子","ASML":"阿斯麦","ON":"安森美半导体","AMZN":"亚马逊","SOXX":"iShares费城交易所半导体ETF"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898922916,"gmtCreate":1628469704835,"gmtModify":1703506466520,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/898922916","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116586653,"gmtCreate":1622812101172,"gmtModify":1704191633984,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Comment and like thanks&nbsp;","listText":"Comment and like thanks&nbsp;","text":"Comment and like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/116586653","repostId":"1122373606","repostType":4,"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073355602,"gmtCreate":1657290556106,"gmtModify":1676535985781,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073355602","repostId":"1121190134","repostType":4,"repost":{"id":"1121190134","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657267168,"share":"https://ttm.financial/m/news/1121190134?lang=&edition=fundamental","pubTime":"2022-07-08 15:59","market":"us","language":"en","title":"Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji","url":"https://stock-news.laohu8.com/highlight/detail?id=1121190134","media":"Tiger Newspress","summary":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Pl","content":"<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: SGX Market Will be Closed on July 11 for Hari Raya Haji\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-08 15:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121190134","content_text":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069945951,"gmtCreate":1651225947235,"gmtModify":1676534873902,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069945951","repostId":"1155553497","repostType":4,"repost":{"id":"1155553497","kind":"news","pubTimestamp":1651223162,"share":"https://ttm.financial/m/news/1155553497?lang=&edition=fundamental","pubTime":"2022-04-29 17:06","market":"us","language":"en","title":"Apple Q2 Earnings: Great Enough, But There Is A Catch","url":"https://stock-news.laohu8.com/highlight/detail?id=1155553497","media":"seekingalpha","summary":"SummaryApple's fiscal Q2 was strong, with the iPhone and Mac doing quite well. Greater China proved ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple&#39;s fiscal Q2 was strong, with the iPhone and Mac doing quite well. Greater China proved to be less of a drag to revenues than I expected.</li><li>The problem is that fiscal Q3 is shaping up to be very challenging due to COVID-related shutdowns in China and component shortages.</li><li>I continue to think that AAPL is a good stock to own due to demand for the company&#39;s products and brand appreciation being at a high.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34b13319d40231533e3a4b7a480252eb\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Drew Angerer/Getty Images News</span></p><p>As I anticipated in my earnings preview, Apple (NASDAQ:AAPL) delivered great results in fiscal Q2, against very tough comps, that were better than Wall Street had anticipated. The iPhone was, indeed, the star of the show, as was the Mac. Concerns over sales in GreaterChina ended up not materializing and Apple managed to grow revenues across all its top geographic segments, except for the smallest Asia Pacific ex-China and ex-Japan group.</p><p>The problem was not what Apple managed to do in the past three months, but what the company expects to face in the near term. The stock sold off during the earnings call, as the management team guided for substantial top-line challenges from component shortages and COVID-19 disruptions along its supply chain. Below is what I believe investors should take away from this eventful earnings day.</p><p><b>Nothing wrong with fiscal Q2</b></p><p>Analysts had been expecting fiscal Q2 revenue and EPS growth of only 5% and 2%, respectively, while I thought that 7% and 10% seemed more realistic. The Cupertino company delivered an encouraging 9% increase in both the top and bottom lines that, while aligned with my projections, I still found impressive.</p><p>Apple and its management team should be commended for executing so well, considering all the recent challenges: inflation, supply chain problems, the Russia sanctions, only to name a few hot topics. In fact, this level of competency at running the business in virtually any macroeconomic environment helps me to remain confident in AAPL, a pricey stock that I still think is worth owning.</p><p>The charts below help to illustrate that Apple results were strong very much across the board — keep in mind, on top of total company revenue growth of 54% in Q2 of last year. A couple of asterisks could be added here: (1) services growth slowed down to mid-2020 levels, trailing the previous 16-quarter average by around 5 percentage points, and (2) the iPad suffered more than other products from supply chain constraints and probably, as I anticipated a few days ago, lack of newness outside the iPad Air lineup.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52b3a5641ab2ae69b5ed8b1c90be7160\" tg-width=\"640\" tg-height=\"238\" width=\"100%\" height=\"auto\"/><span>Apple&#39;s Fiscal Q2 Growth, by Business and Geographic Segment (DM Martins Research)</span></p><p><b>Fiscal Q3 will be uglier</b></p><p>All of the above helps to justify after-hours bullishness, as Apple stock climbed as much as 3% after rising nearly 5% during the regular trading session. That&#39;s when CFO Luca Maestri delivered the outlook for fiscal Q3, and shares tanked: -4% at their lowest point, before recovering one to two percentage points by 6 p.m. EST.</p><p>Apple expects a substantial drag to Q3 revenues of $4 billion to $8 billion due to both component shortages and the COVID-driven plant shutdowns in the Shanghai area. I was also a bit discouraged to see gross margin guidance of 42% to 43% that suggests YOY margin contraction for the first time since the last quarter of fiscal 2019. Meanwhile, guided opex at $12.8 billion (midpoint of the range) remains rich enough to suggest noticeable loss of operating leverage.</p><p>The bottom line is that Apple&#39;s fiscal Q3 P&amp;L will likely be ugly compared to what investors have witnessed since the 2019 holiday quarter. Judging by the management team&#39;s commentary, demand does not seem to be a problem, as the iPhone 13 and the M1-equipped Mac devices remain a success. However, the supply chain problems should be enough of a drag to near-term results.</p><p>The piece of good news that investors can hang on to is that, according to CEO Tim Cook, the worst could be over by the time the quarter ends. Nearly all of Apple&#39;s final assembly facilities in China have already reopened, although not in time to prevent loss of revenues in the current quarter. The chief executive also believes that some of the lost sales could be recoverable in the future, although it is hard to say exactly how much.</p><p><b>Focus on long term</b></p><p>As I indicated above, Apple continues to navigate the choppy waters at least as well as any other tech company in the world. It would be misplaced optimism to think that the challenges will subside after fiscal Q3, but less so to believe that the worst could be over in a matter of weeks or couple of months.</p><p>I continue to think that Apple is a good stock to own due to demand for the company&#39;s products and brand appreciation being at a historical high, in my view. While valuations are certainly not in the gutter, potential investors may find solace in the current 12% pullback from a recent peak still looking like a decent opportunity to buy AAPL on the dip.</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>Apple Q2 Earnings: Great Enough, But There Is A Catch</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 Q2 Earnings: Great Enough, But There Is A Catch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-29 17:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4504840-apple-q2-earnings-strong-q3-outlook-china-supply-chain-issues><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple's fiscal Q2 was strong, with the iPhone and Mac doing quite well. Greater China proved to be less of a drag to revenues than I expected.The problem is that fiscal Q3 is shaping up to be ...</p>\n\n<a href=\"https://seekingalpha.com/article/4504840-apple-q2-earnings-strong-q3-outlook-china-supply-chain-issues\">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/4504840-apple-q2-earnings-strong-q3-outlook-china-supply-chain-issues","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155553497","content_text":"SummaryApple's fiscal Q2 was strong, with the iPhone and Mac doing quite well. Greater China proved to be less of a drag to revenues than I expected.The problem is that fiscal Q3 is shaping up to be very challenging due to COVID-related shutdowns in China and component shortages.I continue to think that AAPL is a good stock to own due to demand for the company's products and brand appreciation being at a high.Drew Angerer/Getty Images NewsAs I anticipated in my earnings preview, Apple (NASDAQ:AAPL) delivered great results in fiscal Q2, against very tough comps, that were better than Wall Street had anticipated. The iPhone was, indeed, the star of the show, as was the Mac. Concerns over sales in GreaterChina ended up not materializing and Apple managed to grow revenues across all its top geographic segments, except for the smallest Asia Pacific ex-China and ex-Japan group.The problem was not what Apple managed to do in the past three months, but what the company expects to face in the near term. The stock sold off during the earnings call, as the management team guided for substantial top-line challenges from component shortages and COVID-19 disruptions along its supply chain. Below is what I believe investors should take away from this eventful earnings day.Nothing wrong with fiscal Q2Analysts had been expecting fiscal Q2 revenue and EPS growth of only 5% and 2%, respectively, while I thought that 7% and 10% seemed more realistic. The Cupertino company delivered an encouraging 9% increase in both the top and bottom lines that, while aligned with my projections, I still found impressive.Apple and its management team should be commended for executing so well, considering all the recent challenges: inflation, supply chain problems, the Russia sanctions, only to name a few hot topics. In fact, this level of competency at running the business in virtually any macroeconomic environment helps me to remain confident in AAPL, a pricey stock that I still think is worth owning.The charts below help to illustrate that Apple results were strong very much across the board — keep in mind, on top of total company revenue growth of 54% in Q2 of last year. A couple of asterisks could be added here: (1) services growth slowed down to mid-2020 levels, trailing the previous 16-quarter average by around 5 percentage points, and (2) the iPad suffered more than other products from supply chain constraints and probably, as I anticipated a few days ago, lack of newness outside the iPad Air lineup.Apple's Fiscal Q2 Growth, by Business and Geographic Segment (DM Martins Research)Fiscal Q3 will be uglierAll of the above helps to justify after-hours bullishness, as Apple stock climbed as much as 3% after rising nearly 5% during the regular trading session. That's when CFO Luca Maestri delivered the outlook for fiscal Q3, and shares tanked: -4% at their lowest point, before recovering one to two percentage points by 6 p.m. EST.Apple expects a substantial drag to Q3 revenues of $4 billion to $8 billion due to both component shortages and the COVID-driven plant shutdowns in the Shanghai area. I was also a bit discouraged to see gross margin guidance of 42% to 43% that suggests YOY margin contraction for the first time since the last quarter of fiscal 2019. Meanwhile, guided opex at $12.8 billion (midpoint of the range) remains rich enough to suggest noticeable loss of operating leverage.The bottom line is that Apple's fiscal Q3 P&L will likely be ugly compared to what investors have witnessed since the 2019 holiday quarter. Judging by the management team's commentary, demand does not seem to be a problem, as the iPhone 13 and the M1-equipped Mac devices remain a success. However, the supply chain problems should be enough of a drag to near-term results.The piece of good news that investors can hang on to is that, according to CEO Tim Cook, the worst could be over by the time the quarter ends. Nearly all of Apple's final assembly facilities in China have already reopened, although not in time to prevent loss of revenues in the current quarter. The chief executive also believes that some of the lost sales could be recoverable in the future, although it is hard to say exactly how much.Focus on long termAs I indicated above, Apple continues to navigate the choppy waters at least as well as any other tech company in the world. It would be misplaced optimism to think that the challenges will subside after fiscal Q3, but less so to believe that the worst could be over in a matter of weeks or couple of months.I continue to think that Apple is a good stock to own due to demand for the company's products and brand appreciation being at a historical high, in my view. While valuations are certainly not in the gutter, potential investors may find solace in the current 12% pullback from a recent peak still looking like a decent opportunity to buy AAPL on the dip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005606871,"gmtCreate":1642264933508,"gmtModify":1676533696559,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005606871","repostId":"2203201745","repostType":4,"repost":{"id":"2203201745","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1642201908,"share":"https://ttm.financial/m/news/2203201745?lang=&edition=fundamental","pubTime":"2022-01-15 07:11","market":"us","language":"en","title":"US STOCKS-Dow Closes Lower after Disappointing Bank Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2203201745","media":"Reuters","summary":"The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.The Nasda","content":"<html><head></head><body><p>The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.</p><p>The Nasdaq and the S&amp;P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionary</p><p>also put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.</p><p>JPMorgan Chase &amp; Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.</p><p>Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.</p><p>$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Inc</p><p>fell after missing quarterly revenue expectations.</p><p>The earnings kick-off had investors taking profits in the S&amp;P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&amp;P recently as investors bet that the Federal Reserve&#39;s expected interest rate hikes will boost bank profits.</p><p>&#34;The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year &#34;positioning was very crowded on the long side&#34; going into the earnings season.</p><p>For consumer stock weakness, James pointed to &#34;clearly disappointing&#34; retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.</p><p>Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.</p><p>Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.</p><p>&#34;The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,&#34; Buchanan said.</p><p>According to preliminary data, the S&amp;P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.</p><p>Analysts see S&amp;P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.</p><p>One bright spot in the bank sector on Friday however was Wells Fargo &amp; Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.</p><p>Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau&#39;s government capped the number of new casino operators allowed to operate to six for a period of 10 years.</p><p>U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.</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-Dow Closes Lower after Disappointing Bank Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Dow Closes Lower after Disappointing Bank Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-15 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.</p><p>The Nasdaq and the S&amp;P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionary</p><p>also put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.</p><p>JPMorgan Chase &amp; Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.</p><p>Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.</p><p>$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Inc</p><p>fell after missing quarterly revenue expectations.</p><p>The earnings kick-off had investors taking profits in the S&amp;P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&amp;P recently as investors bet that the Federal Reserve&#39;s expected interest rate hikes will boost bank profits.</p><p>&#34;The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year &#34;positioning was very crowded on the long side&#34; going into the earnings season.</p><p>For consumer stock weakness, James pointed to &#34;clearly disappointing&#34; retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.</p><p>Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.</p><p>Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.</p><p>&#34;The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,&#34; Buchanan said.</p><p>According to preliminary data, the S&amp;P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.</p><p>Analysts see S&amp;P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.</p><p>One bright spot in the bank sector on Friday however was Wells Fargo &amp; Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.</p><p>Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau&#39;s government capped the number of new casino operators allowed to operate to six for a period of 10 years.</p><p>U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4566":"资本集团","BK4550":"红杉资本持仓",".SPX":"S&P 500 Index","BK4166":"消费信贷","BK4083":"家庭装潢零售","SPY":"标普500ETF",".DJI":"道琼斯","HD":"家得宝","AXP":"美国运通","BK4567":"ESG概念","BK4559":"巴菲特持仓",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","GS":"高盛","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203201745","content_text":"The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.The Nasdaq and the S&P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionaryalso put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.JPMorgan Chase & Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Incfell after missing quarterly revenue expectations.The earnings kick-off had investors taking profits in the S&P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&P recently as investors bet that the Federal Reserve's expected interest rate hikes will boost bank profits.\"The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year \"positioning was very crowded on the long side\" going into the earnings season.For consumer stock weakness, James pointed to \"clearly disappointing\" retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.\"The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,\" Buchanan said.According to preliminary data, the S&P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.Analysts see S&P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.One bright spot in the bank sector on Friday however was Wells Fargo & Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau's government capped the number of new casino operators allowed to operate to six for a period of 10 years.U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806474417,"gmtCreate":1627691806139,"gmtModify":1703494694421,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/806474417","repostId":"2155001152","repostType":4,"repost":{"id":"2155001152","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627675228,"share":"https://ttm.financial/m/news/2155001152?lang=&edition=fundamental","pubTime":"2021-07-31 04:00","market":"us","language":"en","title":"Wall Street declines with Amazon; S&P 500 posts gains for month","url":"https://stock-news.laohu8.com/highlight/detail?id=2155001152","media":"Reuters","summary":"U.S. consumer spending rises in June, inflation increases . NEW YORK, July 30  - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.Shares of oth","content":"<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&amp;P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&amp;P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter &amp; Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street declines with Amazon; S&P 500 posts gains for month</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 declines with Amazon; S&P 500 posts gains for month\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\">2021-07-31 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&amp;P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&amp;P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter &amp; Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","SH":"标普500反向ETF","COMP":"Compass, Inc.","SPY":"标普500ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","AMZN":"亚马逊","SPXU":"三倍做空标普500ETF","CAT":"卡特彼勒","OEX":"标普100","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155001152","content_text":"Pinterest sinks on stalled U.S. user growth\nU.S. consumer spending rises in June, inflation increases (Updates to close)\n\nNEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.\nAmazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.\nShares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and Facebook Inc, were mostly lower.\n\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.\nData on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.\nUnofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.\nStrong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.\n\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.\nAlso on the earnings front, Pampers maker Procter & Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's Restaurant Brands International Inc jumped after the Burger King owner beat estimates for quarterly profit.\nPinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.\nCaterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.\nResults on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178348276,"gmtCreate":1626789523595,"gmtModify":1703765251075,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/178348276","repostId":"1152232589","repostType":4,"repost":{"id":"1152232589","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626789433,"share":"https://ttm.financial/m/news/1152232589?lang=&edition=fundamental","pubTime":"2021-07-20 21:57","market":"us","language":"en","title":"Most of Chinese Stocks sank in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1152232589","media":"Tiger Newspress","summary":"(July 20) Most of Chinese Stocks sank in morning trading.","content":"<p>(July 20)&nbsp;Most of Chinese Stocks sank in morning trading.<img src=\"https://static.tigerbbs.com/bf27f6835b259a889be6a98da6e8d4d8\" tg-width=\"376\" tg-height=\"719\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Most of Chinese Stocks sank in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMost of Chinese Stocks sank in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-20 21:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July 20)&nbsp;Most of Chinese Stocks sank in morning trading.<img src=\"https://static.tigerbbs.com/bf27f6835b259a889be6a98da6e8d4d8\" tg-width=\"376\" tg-height=\"719\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152232589","content_text":"(July 20) Most of Chinese Stocks sank in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126120635,"gmtCreate":1624548127627,"gmtModify":1703840134457,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Pls like thanks&nbsp;","listText":"Pls like thanks&nbsp;","text":"Pls like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/126120635","repostId":"1187819280","repostType":4,"repost":{"id":"1187819280","kind":"news","pubTimestamp":1624529642,"share":"https://ttm.financial/m/news/1187819280?lang=&edition=fundamental","pubTime":"2021-06-24 18:14","market":"us","language":"en","title":"The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer","url":"https://stock-news.laohu8.com/highlight/detail?id=1187819280","media":"MarketWatch","summary":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pan","content":"<blockquote>\n <b>5 reasons the pandemic megatrend is over.</b>\n</blockquote>\n<p>One of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.</p>\n<p>Take the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.</p>\n<p>Lately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&amp;P 500 SPX, -0.11% has tacked on about 6% in the same period.</p>\n<p>And some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.</p>\n<p>While some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.</p>\n<p><b>Here are five big reasons why:</b></p>\n<p><b>1.</b>&nbsp;<b>The upgrade cycle is over</b></p>\n<p>Last summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.</p>\n<p>Consider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.</p>\n<p>The same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.</p>\n<p><b>2.&nbsp;Valuations are stretched</b></p>\n<p>Speaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.</p>\n<p>Take TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.</p>\n<p>What’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&amp;P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.</p>\n<p><b>3.&nbsp;Delays and shortages</b></p>\n<p>Future growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.</p>\n<p>Home improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.</p>\n<p>Even if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.</p>\n<p><b>4.&nbsp;Inflationary pressures</b></p>\n<p>For the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.</p>\n<p>The cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.</p>\n<p>Inflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.</p>\n<p><b>5.&nbsp;Home-equity hubris</b></p>\n<p>Speaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.</p>\n<p>Some of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.</p>\n<p>But here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.</p>\n<p>Anyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 18:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187819280","content_text":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.\nTake the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.\nLately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&P 500 SPX, -0.11% has tacked on about 6% in the same period.\nAnd some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.\nWhile some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.\nHere are five big reasons why:\n1. The upgrade cycle is over\nLast summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.\nConsider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.\nThe same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.\n2. Valuations are stretched\nSpeaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.\nTake TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.\nWhat’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.\n3. Delays and shortages\nFuture growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.\nHome improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.\nEven if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.\n4. Inflationary pressures\nFor the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.\nThe cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.\nInflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.\n5. Home-equity hubris\nSpeaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.\nSome of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.\nBut here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.\nAnyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079505010,"gmtCreate":1657211216830,"gmtModify":1676535970503,"author":{"id":"3565908625782607","authorId":"3565908625782607","name":"mrspid3r","avatar":"https://static.tigerbbs.com/f793da3874744ba810961fb9ca31eed4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565908625782607","authorIdStr":"3565908625782607"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079505010","repostId":"1105427498","repostType":4,"repost":{"id":"1105427498","kind":"news","pubTimestamp":1657207921,"share":"https://ttm.financial/m/news/1105427498?lang=&edition=fundamental","pubTime":"2022-07-07 23:32","market":"fut","language":"en","title":"VIX Traders Are Piling Into Bets That Fresh Stock Pain Is Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1105427498","media":"Bloomberg","summary":"Options hedging returns after losing favor among the pros‘VIX hedging hasn’t worked like you’d expec","content":"<html><head></head><body><ul><li>Options hedging returns after losing favor among the pros</li><li>‘VIX hedging hasn’t worked like you’d expect’: Danny Kirsch</li></ul><p>(Bloomberg) -- Volatility traders are putting their guard up just as US stocks bounce back, with options signaling the highest level of anxiety since right before the 2020 pandemic crash.</p><p>The call-put ratio on the Cboe Volatility Index, or VIX, jumped Wednesday to levels unseen for some two and a half years, driven by bets on fresh market turmoil.</p><p>Options hedging is showing signs of revival after staying subdued during the recent equity selloff. The rush for protection reflects investor uneasiness in the face of the S&amp;P 500’s longest streak of gains in three months.</p><p>With a cost measure of VIX options hovering near the lowest level since 2019, traders are likely taking advantage of what looks like cheap insurance against the next bout of market chaos.</p><p>The hedging activity stands out given the fact that the VIX, known as Wall Street’s fear gauge, failed to hit new highs since March even as the S&amp;P 500 careened to fresh lows.</p><p>“VIX hedging hasn’t worked like you’d expect,” said Danny Kirsch, head of options at Piper Sandler &amp; Co. “Implied volatility moves have been muted all year. It’s been a terrible hedge so far.”</p><p><img src=\"https://static.tigerbbs.com/f0cb54d9b72900181f64930bcd6546e4\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/></p><p>Before this month, there were signs that professional investors were shunning equity options and instead flocking to stock futures to hedge positions.</p><p>Now, demand for options appears to be back. More than 440,000 VIX calls changed hands Wednesday, outpacing puts by a margin of 5.8-to-1. That’s the highest reading since January 2020.</p><p>The VIX fell for a second day, slipping to 25.91 as of 10:43 a.m. in New York, poised for a one-month low.</p><p>Stocks advanced for a fourth day. Despite the bounce, the S&amp;P 500 is down about 18% this year as investors reassess equity valuations in light of the Federal Reserve’s aggressive plan to tighten monetary policy.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>VIX Traders Are Piling Into Bets That Fresh Stock Pain Is Ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVIX Traders Are Piling Into Bets That Fresh Stock Pain Is Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-07 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-07/vix-traders-are-piling-into-bets-that-fresh-stock-pain-is-ahead><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Options hedging returns after losing favor among the pros‘VIX hedging hasn’t worked like you’d expect’: Danny Kirsch(Bloomberg) -- Volatility traders are putting their guard up just as US stocks ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-07/vix-traders-are-piling-into-bets-that-fresh-stock-pain-is-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VXX":"短期VIX期货ETN","VIX":"标普500波动率指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-07/vix-traders-are-piling-into-bets-that-fresh-stock-pain-is-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105427498","content_text":"Options hedging returns after losing favor among the pros‘VIX hedging hasn’t worked like you’d expect’: Danny Kirsch(Bloomberg) -- Volatility traders are putting their guard up just as US stocks bounce back, with options signaling the highest level of anxiety since right before the 2020 pandemic crash.The call-put ratio on the Cboe Volatility Index, or VIX, jumped Wednesday to levels unseen for some two and a half years, driven by bets on fresh market turmoil.Options hedging is showing signs of revival after staying subdued during the recent equity selloff. The rush for protection reflects investor uneasiness in the face of the S&P 500’s longest streak of gains in three months.With a cost measure of VIX options hovering near the lowest level since 2019, traders are likely taking advantage of what looks like cheap insurance against the next bout of market chaos.The hedging activity stands out given the fact that the VIX, known as Wall Street’s fear gauge, failed to hit new highs since March even as the S&P 500 careened to fresh lows.“VIX hedging hasn’t worked like you’d expect,” said Danny Kirsch, head of options at Piper Sandler & Co. “Implied volatility moves have been muted all year. It’s been a terrible hedge so far.”Before this month, there were signs that professional investors were shunning equity options and instead flocking to stock futures to hedge positions.Now, demand for options appears to be back. More than 440,000 VIX calls changed hands Wednesday, outpacing puts by a margin of 5.8-to-1. That’s the highest reading since January 2020.The VIX fell for a second day, slipping to 25.91 as of 10:43 a.m. in New York, poised for a one-month low.Stocks advanced for a fourth day. Despite the bounce, the S&P 500 is down about 18% this year as investors reassess equity valuations in light of the Federal Reserve’s aggressive plan to tighten monetary policy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}