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DavidKoh

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2022-06-11

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2022-06-10

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Is It Time to Buy Tesla Stock? This Analyst Thinks So

2022-06-09

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Goldman Sachs: Buy These 2 Stocks Before They Surge Over 40%

2022-06-07

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Is Now the Time to Buy These 3 Top EV Stocks?

2022-06-06

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Should Investors Be Worried About Tesla?

2022-06-05

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Down More Than 30%: 3 Top Nasdaq Growth Stocks to Buy in June

2022-06-04

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2 “Strong Buy” Penny Stocks That Could Rally All the Way to $30 (Or More)

2022-06-03

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6 Cheap Stocks To Buy Before They Take Off

2022-06-02

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7 Stocks to Buy and Hold Forever in This Bear Market

2022-06-01

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7 Safe Dividend Stocks With High Yields to Buy Now

2022-05-31

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2022-05-30

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Alphabet, Facebook, and 4 More Bargain Stocks to Buy Now

2022-05-29

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Cooling U.S. Inflation Builds Case for September Slowdown in Fed Rate Hikes

2022-05-28

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Alibaba Earnings: Back Up The Truck

2022-05-27

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4 Widely Held Stocks Billionaires Dumped in the First Quarter

2022-05-26

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Palantir: Panic Time

2022-05-25

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Apple: This Is A Blessing For Dividend Growth Investors

2022-05-24

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Is Tesla Stock a Buy?

2022-05-23

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Nvidia: Ridiculous Times Indeed

2022-05-23

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Nvidia: Ridiculous Times Indeed

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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058133289","repostId":"2242802365","repostType":4,"repost":{"id":"2242802365","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":1654787892,"share":"https://ttm.financial/m/news/2242802365?lang=&edition=fundamental","pubTime":"2022-06-09 23:18","market":"us","language":"en","title":"Is It Time to Buy Tesla Stock? This Analyst Thinks So","url":"https://stock-news.laohu8.com/highlight/detail?id=2242802365","media":"Dow Jones","summary":"UBS upgraded $Tesla(TSLA)$ to a Buy from Neutral while keeping its price target unchanged at $1,100.Record-high order backlogs, increasing margins and a competitive edge in the supply chains of the el","content":"<html><head></head><body><p>UBS upgraded <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> to a Buy from Neutral while keeping its price target unchanged at $1,100.</p><p>Record-high order backlogs, increasing margins and a competitive edge in the supply chains of the electric-vehicle maker are reasons to be bullish on the company, analysts led by Patrick Hummel wrote in a June 9 note.</p><p>After falling more than 30% this year, Tesla (ticker: TSLA) shares are up 3% in premarket trading Thursday at $747.63.</p><p>“The operational outlook is stronger than ever before,” the UBS analysts said in a note titled “Time to be bold.”</p><p>UBS lowered its estimate for 2022 earnings per share by 12% because of the lockdowns, but raised its predictions for the next three years by up to 40%.</p><p>Tesla will probably deliver 1.4 million units this year despite that setback, meeting its target for 50% growth, UBS said. The company should also be able to expand faster and more profitably than rivals because its supply chain for semiconductors, battery cells and raw materials is superior.</p><p>“The market still underestimates how much better Tesla will fare versus competitors,” they said.</p><p>In a separate report, the company tripled production in its Shanghai plan in May and sold more than 30,000 cars in China last month. The company has been plagued by strict lockdowns in the country that have hampered output.</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>Is It Time to Buy Tesla Stock? This Analyst Thinks So</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 It Time to Buy Tesla Stock? This Analyst Thinks So\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\">2022-06-09 23:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>UBS upgraded <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> to a Buy from Neutral while keeping its price target unchanged at $1,100.</p><p>Record-high order backlogs, increasing margins and a competitive edge in the supply chains of the electric-vehicle maker are reasons to be bullish on the company, analysts led by Patrick Hummel wrote in a June 9 note.</p><p>After falling more than 30% this year, Tesla (ticker: TSLA) shares are up 3% in premarket trading Thursday at $747.63.</p><p>“The operational outlook is stronger than ever before,” the UBS analysts said in a note titled “Time to be bold.”</p><p>UBS lowered its estimate for 2022 earnings per share by 12% because of the lockdowns, but raised its predictions for the next three years by up to 40%.</p><p>Tesla will probably deliver 1.4 million units this year despite that setback, meeting its target for 50% growth, UBS said. The company should also be able to expand faster and more profitably than rivals because its supply chain for semiconductors, battery cells and raw materials is superior.</p><p>“The market still underestimates how much better Tesla will fare versus competitors,” they said.</p><p>In a separate report, the company tripled production in its Shanghai plan in May and sold more than 30,000 cars in China last month. The company has been plagued by strict lockdowns in the country that have hampered output.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242802365","content_text":"UBS upgraded Tesla to a Buy from Neutral while keeping its price target unchanged at $1,100.Record-high order backlogs, increasing margins and a competitive edge in the supply chains of the electric-vehicle maker are reasons to be bullish on the company, analysts led by Patrick Hummel wrote in a June 9 note.After falling more than 30% this year, Tesla (ticker: TSLA) shares are up 3% in premarket trading Thursday at $747.63.“The operational outlook is stronger than ever before,” the UBS analysts said in a note titled “Time to be bold.”UBS lowered its estimate for 2022 earnings per share by 12% because of the lockdowns, but raised its predictions for the next three years by up to 40%.Tesla will probably deliver 1.4 million units this year despite that setback, meeting its target for 50% growth, UBS said. The company should also be able to expand faster and more profitably than rivals because its supply chain for semiconductors, battery cells and raw materials is superior.“The market still underestimates how much better Tesla will fare versus competitors,” they said.In a separate report, the company tripled production in its Shanghai plan in May and sold more than 30,000 cars in China last month. The company has been plagued by strict lockdowns in the country that have hampered output.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051517808,"gmtCreate":1654727545204,"gmtModify":1676535496915,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051517808","repostId":"2241839291","repostType":4,"repost":{"id":"2241839291","pubTimestamp":1654701621,"share":"https://ttm.financial/m/news/2241839291?lang=&edition=fundamental","pubTime":"2022-06-08 23:20","market":"us","language":"en","title":"Goldman Sachs: Buy These 2 Stocks Before They Surge Over 40%","url":"https://stock-news.laohu8.com/highlight/detail?id=2241839291","media":"TipRanks","summary":"Uncertainty has been the name of the game in 2022. A combination of negative macro developments – a ","content":"<div>\n<p>Uncertainty has been the name of the game in 2022. A combination of negative macro developments – a slowing global economy, the geopolitical ramifications following Russia’s invasion of Ukraine and - ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/goldman-sachs-buy-these-2-stocks-before-they-surge-over-40/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs: Buy These 2 Stocks Before They Surge Over 40%</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\">\nGoldman Sachs: Buy These 2 Stocks Before They Surge Over 40%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-08 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/goldman-sachs-buy-these-2-stocks-before-they-surge-over-40/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Uncertainty has been the name of the game in 2022. A combination of negative macro developments – a slowing global economy, the geopolitical ramifications following Russia’s invasion of Ukraine and - ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/goldman-sachs-buy-these-2-stocks-before-they-surge-over-40/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","PSTG":"Pure Storage Inc","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","LULU":"lululemon athletica","BK4552":"Archegos爆仓风波概念","BK4127":"投资银行业与经纪业"},"source_url":"https://www.tipranks.com/news/article/goldman-sachs-buy-these-2-stocks-before-they-surge-over-40/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241839291","content_text":"Uncertainty has been the name of the game in 2022. A combination of negative macro developments – a slowing global economy, the geopolitical ramifications following Russia’s invasion of Ukraine and - possibly most of all - the prospect of the Fed seriously tightening its monetary policy to combat inflation – have all been weighing heavily on investors’ minds.That doesn’t necessarily mean there aren’t good opportunities to take advantage of right now. The analysts at banking giant Goldman Sachs have pinpointed two names which have recently outperformed market expectations and which they believe are set to surge ahead even in the face of the unhospitable current environment – by the order of 40% or more.We ran both tickers through the TipRanks database to see what the rest of the Street has in mind for the pair. Let’s take a look at the findings.Pure Storage The first stock on Goldman Sachs' radar is Pure Storage, a provider of various data storage products. The company’s flash-based solutions come both in software and hardware form and are used in data centers. The company began by using third-party solid-state drives (SSDs) for its storage solutions. However, its own proprietary hardware soon replaced those SSDs and the company also brought into the market integrated deduplication, compression, and artificial intelligence software to help businesses conserve space and set up their devices properly.Pure Storage has formed a strong partnership with Meta, having assisted in the development of the initial version of its AI research infrastructure in 2017. Since then, the pair have continued working together and earlier this year the two began a collaboration on Meta's new AI Research SuperCluster (RSC), which Meta claims will be the fastest AI supercomputer in the world.Like most tech stocks, Pure has found 2022 hard going but that hasn’t stopped the company from delivering the goods in its latest quarterly report.In F1Q23, revenue rose by 50.3% year-over-year to reach $620.4 million, handily beating the $521.74 million Wall Street expected. Similarly, on the bottom-line, adj. EPS of $0.25 came in well above the $0.05 consensus estimate. The company delivered on the outlook too, expecting revenue of roughly $635 Million in FQ2 vs. consensus at $604.64 million. For the full year, sales are anticipated to reach $2.66 Billion. Analysts had that figure at $2.59 billion.Along with the company’s exemplary execution, it is the Meta collab which informs Goldman analyst Rod Hall’s bullish thesis.“We see this Meta opportunity as a strong revenue tailwind for Pure looking forward in FY’23. We also see ongoing strong results as an indication that Pure’s products are gaining an increasing following among enterprise and service provider customers,” the analyst opined. “At this point we see Pure’s supply management as superior to most other companies in our coverage in the IT hardware area.”The bullish comments underpin Hall’s Buy rating while his $50 price target makes room for one-year gains of 79%.Overall, PSTG has attracted a total of 10 analyst reviews recently, including 7 Buys and 3 Holds for a Moderate Buy consensus rating from the Street. PSTG shares are priced at $27.90 and have an average price target of $38, giving the stock a 36% upside on the one-year time frame.Lululemon Athletica From tech we will pivot over to an entirely different sector. Everyone knows Lululemon - the athleisure specialist. The company got its beginnings in 1998 as a yoga pants and other yoga clothing retailer, but has since evolved to include athletic wear, lifestyle clothes, personal care products and all manner of accessories. Lululemon now has over 570 stores spread across the globe while it has also built a strong online presence. In apparel, the company has been rated as the world's fourth most valuable brand.Lululemon was one of the Covid era stars as people stayed at home and slipped into more comfortable wear, while the company even managed to overcome the closure of physical stores by shifting sales online. While not immune to the market’s overall downturn, Lululemon appears to have managed well in the face of new challenges, namely the supply chain issues which have impacted so many in recent times. This was evident in the company’s latest earnings report - for F1Q22.Lululemon generated revenue of $1.6 billion, a 32% increase on the same period a year ago, while diluted EPS hit $1.48. Both were above the analysts’ forecast of $1.55 billion and $1.43, respectively. There was more good news for the outlook. For FQ2, Lululemon sees revenue coming in the range between $1.750 billion to $1.775 billion, above consensus of $1.73 billion. And the company also raised its revenue and EPS outlook for the full year.Surveying the print, Goldman Sachs analyst Brooke Roach is thoroughly impressed. She writes, “We come away from the quarter with increased conviction in LULU’s strong brand engine fueled by innovation. While industry cost pressures are weighing on margin flow-through (where airfreight pressures have lowered full year margin outlook modestly), we continue to see this idiosyncratic growth story as well-positioned to navigate a tough backdrop as the company has meaningful pricing power, strong consumer connection, and less exposure to inflating AUCs (average unit cost).”Accordingly, Roach rates the stock a Buy, backed by a $456 price target. Going by this target, shares are expected to climb 48% higher over the one-year timeframe.Looking at the consensus breakdown, the majority of analysts are bullish on LULU's prospects, too; 19 Buys and 7 Holds add up to a Moderate Buy consensus rating. The average price target of $409.69 suggests upside of ~34% in the year ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053292039,"gmtCreate":1654554931721,"gmtModify":1676535465337,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053292039","repostId":"2241805301","repostType":4,"repost":{"id":"2241805301","pubTimestamp":1654529995,"share":"https://ttm.financial/m/news/2241805301?lang=&edition=fundamental","pubTime":"2022-06-06 23:39","market":"us","language":"en","title":"Is Now the Time to Buy These 3 Top EV Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2241805301","media":"Motley Fool","summary":"These stocks have corrected between 27% to 69% so far this year.","content":"<html><head></head><body><p>If you are new to investing, you may find market corrections scary. However, these can be perfect opportunities to buy stocks that otherwise look expensive. As of this writing, the <b>Nasdaq Composite</b> Index has corrected roughly 21% this year.</p><p>High-flying electric vehicle (EV) stocks too have fallen significantly. Let&#39;s focus on three EV stocks that look appealing right now.</p><h2>1. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a></h2><p>Investors had long been divided on <b>Tesla</b>&#39;s (TSLA) success as an EV maker. However, with growing revenues, profits, and margins over the past several quarters, the company has put some of those arguments behind it.</p><p><img src=\"https://static.tigerbbs.com/9e01ca7d967528beaf363a8e4479e7cb\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>TSLA Revenue (Quarterly) data by YCharts</p><p>The debate has instead now shifted to the high valuation of Tesla stock. With a price-to-earnings (P/E) ratio of 105, the stock gives a solid reason to support this claim. Even based on forward earnings, the ratio at nearly 63 is high.</p><p><img src=\"https://static.tigerbbs.com/dead959f90c2a2dc0f8c1ace9e08c9fe\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>TSLA PE Ratio data by YCharts.</p><p>Even then, it is a dramatic improvement from a P/E ratio of above 600 that the stock sported a year ago. Similarly, Tesla&#39;s price-to-sales (P/S) ratio of around 14 right now is well below its average ratio of nearly 20 in the last one year. In November, the P/S ratio was nearly 30.</p><p>Tesla has managed to carve a place for itself in a capital-intensive business with high barriers to entry. Moreover, it has lately been generating industry-leading margins. Tesla&#39;s CEO Elon Musk plans to cut some jobs anticipating a weaker economy. This move again could be an attempt to keep margins from falling, in case a slowdown indeed comes. Finally, there are several growth avenues for Tesla other than electric vehicles. What it shows is that even if Tesla stock doesn&#39;t reach to its historical P/E or P/S ratios, there is some scope for multiple expansion from their current levels. Further, earnings and sales growth will support the stock&#39;s price, even if the multiples don&#39;t rise from their current levels.</p><p>Overall, Tesla stock is looking far more attractive now than it was at the start of the year. If you&#39;ve been looking to buy the stock, now could be a good time.</p><h2>2. <a href=\"https://laohu8.com/S/RIVN\">Rivian</a></h2><p><b>Rivian</b> (RIVN) stock has fallen roughly 69% so far this year. A broader market correction has hurt this young EV maker more than other comparable companies as investors are avoiding more speculative companies. The euphoria surrounding Rivian sent the stock&#39;s price to unsustainable levels soon after it went public in November last year.</p><p><img src=\"https://static.tigerbbs.com/884ec7a4ae4a9a163ef9904700363cbb\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Rivian.</p><p>Rivian has not yet achieved profitable operations. What&#39;s more, supply chain challenges and higher materials cost are further hurting the company&#39;s performance. Scaling up profitably remains a key challenge for Rivian. Obviously, investors are concerned, causing a sell-off in the stock.</p><p>However, there are some key positives about Rivian that the market is ignoring. The company is an early mover in the key electric pickup truck segment, and its products have broadly received positive reviews. It also has a big order for electric delivery vans from <b>Amazon</b>. So, a lack of demand isn&#39;t a concern for Rivian. As a new EV maker, Rivian is bound to face challenges, but it can eventually navigate through these.</p><p>Overall, Rivian stock has fallen to more attractive levels. Based on estimated sales for the next fiscal year, Rivian&#39;s forward P/S ratio is roughly 4. Although it looks high, the company is just starting and has years of growth ahead.</p><p>Considering that the stock&#39;s price has been wildly fluctuating and that the company is not yet profitable, it is important to bear in mind  that the stock is suitable only for investors with a high appetite for risk.</p><h2>3. <a href=\"https://laohu8.com/S/CHPT\">ChargePoint</a></h2><p><b>ChargePoint</b> (CHPT) reported earnings for its fiscal quarter ending April 30 last week. The company&#39;s revenue more than doubled from the year-ago quarter. But its loss from operations also widened from $46.6 million to $89.8 million. The company attributed the growing losses mainly to supply chain disruptions, which resulted in higher costs.</p><p>Looking beyond the latest quarter results, like other EV charging providers, ChargePoint&#39;s business model is still unproven. Unlike gas stations, EV charging companies cannot become profitable selling electricity. Rather, ChargePoint sells its chargers, subscriptions, and warranty services to commercial customers, such as workplaces, retail locations, and parking operators, who offer these as a perk to employees or use them to attract customers. ChargePoint also targets residential customers as well as fleet operators looking to electrify their fleets.</p><p>How ChargePoint&#39;s business evolves over time remains to be seen. Yet, if you&#39;re willing to take the associated risks, ChargePoint looks like the best bet among EV charging companies. ChargePoint stock&#39;s forward P/S ratio is lower than that for its listed peers <b><a href=\"https://laohu8.com/S/BLNK\">Blink Charging</a></b> and <b>EVgo</b>.  Moreover, the stock is 70% off its all-time high price, offering an attractive entry point for long-term investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now the Time to Buy These 3 Top EV Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now the Time to Buy These 3 Top EV Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-06 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/06/is-now-the-time-to-buy-these-3-top-ev-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are new to investing, you may find market corrections scary. However, these can be perfect opportunities to buy stocks that otherwise look expensive. As of this writing, the Nasdaq Composite ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/06/is-now-the-time-to-buy-these-3-top-ev-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc.","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/06/06/is-now-the-time-to-buy-these-3-top-ev-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241805301","content_text":"If you are new to investing, you may find market corrections scary. However, these can be perfect opportunities to buy stocks that otherwise look expensive. As of this writing, the Nasdaq Composite Index has corrected roughly 21% this year.High-flying electric vehicle (EV) stocks too have fallen significantly. Let's focus on three EV stocks that look appealing right now.1. TeslaInvestors had long been divided on Tesla's (TSLA) success as an EV maker. However, with growing revenues, profits, and margins over the past several quarters, the company has put some of those arguments behind it.TSLA Revenue (Quarterly) data by YChartsThe debate has instead now shifted to the high valuation of Tesla stock. With a price-to-earnings (P/E) ratio of 105, the stock gives a solid reason to support this claim. Even based on forward earnings, the ratio at nearly 63 is high.TSLA PE Ratio data by YCharts.Even then, it is a dramatic improvement from a P/E ratio of above 600 that the stock sported a year ago. Similarly, Tesla's price-to-sales (P/S) ratio of around 14 right now is well below its average ratio of nearly 20 in the last one year. In November, the P/S ratio was nearly 30.Tesla has managed to carve a place for itself in a capital-intensive business with high barriers to entry. Moreover, it has lately been generating industry-leading margins. Tesla's CEO Elon Musk plans to cut some jobs anticipating a weaker economy. This move again could be an attempt to keep margins from falling, in case a slowdown indeed comes. Finally, there are several growth avenues for Tesla other than electric vehicles. What it shows is that even if Tesla stock doesn't reach to its historical P/E or P/S ratios, there is some scope for multiple expansion from their current levels. Further, earnings and sales growth will support the stock's price, even if the multiples don't rise from their current levels.Overall, Tesla stock is looking far more attractive now than it was at the start of the year. If you've been looking to buy the stock, now could be a good time.2. RivianRivian (RIVN) stock has fallen roughly 69% so far this year. A broader market correction has hurt this young EV maker more than other comparable companies as investors are avoiding more speculative companies. The euphoria surrounding Rivian sent the stock's price to unsustainable levels soon after it went public in November last year.Image source: Rivian.Rivian has not yet achieved profitable operations. What's more, supply chain challenges and higher materials cost are further hurting the company's performance. Scaling up profitably remains a key challenge for Rivian. Obviously, investors are concerned, causing a sell-off in the stock.However, there are some key positives about Rivian that the market is ignoring. The company is an early mover in the key electric pickup truck segment, and its products have broadly received positive reviews. It also has a big order for electric delivery vans from Amazon. So, a lack of demand isn't a concern for Rivian. As a new EV maker, Rivian is bound to face challenges, but it can eventually navigate through these.Overall, Rivian stock has fallen to more attractive levels. Based on estimated sales for the next fiscal year, Rivian's forward P/S ratio is roughly 4. Although it looks high, the company is just starting and has years of growth ahead.Considering that the stock's price has been wildly fluctuating and that the company is not yet profitable, it is important to bear in mind  that the stock is suitable only for investors with a high appetite for risk.3. ChargePointChargePoint (CHPT) reported earnings for its fiscal quarter ending April 30 last week. The company's revenue more than doubled from the year-ago quarter. But its loss from operations also widened from $46.6 million to $89.8 million. The company attributed the growing losses mainly to supply chain disruptions, which resulted in higher costs.Looking beyond the latest quarter results, like other EV charging providers, ChargePoint's business model is still unproven. Unlike gas stations, EV charging companies cannot become profitable selling electricity. Rather, ChargePoint sells its chargers, subscriptions, and warranty services to commercial customers, such as workplaces, retail locations, and parking operators, who offer these as a perk to employees or use them to attract customers. ChargePoint also targets residential customers as well as fleet operators looking to electrify their fleets.How ChargePoint's business evolves over time remains to be seen. Yet, if you're willing to take the associated risks, ChargePoint looks like the best bet among EV charging companies. ChargePoint stock's forward P/S ratio is lower than that for its listed peers Blink Charging and EVgo.  Moreover, the stock is 70% off its all-time high price, offering an attractive entry point for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053069696,"gmtCreate":1654468921515,"gmtModify":1676535449959,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053069696","repostId":"2240759268","repostType":4,"repost":{"id":"2240759268","pubTimestamp":1654395636,"share":"https://ttm.financial/m/news/2240759268?lang=&edition=fundamental","pubTime":"2022-06-05 10:20","market":"us","language":"en","title":"Should Investors Be Worried About Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2240759268","media":"Motley Fool","summary":"The electric car maker's stock is falling, and the company is laying off employees.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>This isn&#39;t the electric car maker&#39;s first rodeo when it comes to layoffs.</li><li>The move could make Tesla more nimble.</li><li>Management plans to keep all factory workers.</li></ul><p>Shares of <b>Tesla</b> were slammed on Friday, falling more than 9%. The growth stock&#39;s slide came as Tesla CEO Elon Musk expressed concerns about the economy in an email to employees, according to Reuters. In addition, Musk said the electric car company plans to cut about 10% of its workforce.</p><p>This news comes at a bleak time for the economy and a difficult few months for Tesla. Regulation in China relating to policies aimed to curb the spread of COVID-19 in the region have negatively impacted the automaker&#39;s supply chain in 2022, including leading to periods of paused and limited production at the company&#39;s important factory in Shanghai.</p><p>Given all that is going on, should investors be worried about Tesla?</p><p><b>Don&#39;t forget: Sales are soaring</b></p><p>While it&#39;s possible that Tesla&#39;s second quarter may be faring worse than expected, there&#39;s still a good chance that things are rosy compared to how many other companies are getting along during these challenging times. For instance, Tesla&#39;s Q1 production and deliveries soared 69% and 68%, respectively. Furthermore, management said it expected production to grow 50% or more for the full year despite the challenges it was facing from limited production in China and production constraints from some of its suppliers.</p><p>In addition, Tesla has been raking in massive amounts of free cash flow. In Q1 2022, free cash flow was $2.2 billion -- up 660% year over year. Net income was $3.3 billion, representing more than a sixfold increase. Financials like this help companies get through difficult times and detours.</p><p>Given the automaker&#39;s recent momentum and management&#39;s commentary about its full-year expectations at the time of its Q1 update, any worse-than-expected performance from Tesla will likely be far from a poor or even mediocre business outcome. Indeed, the company will likely grow much faster than all other major automakers in 2022 -- even in a tumultuous economic environment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82b4da3fb9cb519a79fa25c404d03fed\" tg-width=\"2000\" tg-height=\"1500\" width=\"100%\" height=\"auto\"/><span>TESLA FACTORY. IMAGE SOURCE: THE MOTLEY FOOL.</span></p><p><b>Tesla has done layoffs before</b></p><p>It&#39;s also worth noting that Tesla is no stranger to layoffs. The company laid off employees back in 2019 amid its Model 3 production ramp-up. It was able to keep up extraordinary growth rates despite reducing its headcount by about 7%.</p><p>While it is unfortunate for those employees who are losing their jobs, the reality is that companies can become bloated over time when it comes to headcount. From time to time, therefore, it may make sense for a company to reassess which jobs are the most essential and which ones may not be necessary.</p><p>Given how well Tesla&#39;s last layoffs went, there&#39;s a good chance that this one could positively impact the company as well.</p><p><b>Tesla will leave production headcount untouched</b></p><p>Finally -- and most importantly -- investors should keep in mind that this is a strategic layoff, leaving some important departments untouched.</p><p>&#34;Note, this does not apply to anyone actually building cars, battery packs or installing solar,&#34; Musk wrote in the purported email to employees.</p><p>This is critical because Tesla has remained supply constrained. In other words, demand continues to exceed supply; so the company&#39;s bottleneck at the moment is vehicle production.</p><p>Overall, this strategic headcount reduction is likely good news for Tesla investors as it may make the company more nimble at a time of uncertainty. While headcount reductions don&#39;t make sense for every industry or for every company, it will likely prove to be a good decision for a capital-intensive business like Tesla in a highly competitive industry.</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>Should Investors Be Worried About Tesla?</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\">\nShould Investors Be Worried About Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-05 10:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/04/should-investors-be-worried-about-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThis isn't the electric car maker's first rodeo when it comes to layoffs.The move could make Tesla more nimble.Management plans to keep all factory workers.Shares of Tesla were slammed on ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/04/should-investors-be-worried-about-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/06/04/should-investors-be-worried-about-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240759268","content_text":"KEY POINTSThis isn't the electric car maker's first rodeo when it comes to layoffs.The move could make Tesla more nimble.Management plans to keep all factory workers.Shares of Tesla were slammed on Friday, falling more than 9%. The growth stock's slide came as Tesla CEO Elon Musk expressed concerns about the economy in an email to employees, according to Reuters. In addition, Musk said the electric car company plans to cut about 10% of its workforce.This news comes at a bleak time for the economy and a difficult few months for Tesla. Regulation in China relating to policies aimed to curb the spread of COVID-19 in the region have negatively impacted the automaker's supply chain in 2022, including leading to periods of paused and limited production at the company's important factory in Shanghai.Given all that is going on, should investors be worried about Tesla?Don't forget: Sales are soaringWhile it's possible that Tesla's second quarter may be faring worse than expected, there's still a good chance that things are rosy compared to how many other companies are getting along during these challenging times. For instance, Tesla's Q1 production and deliveries soared 69% and 68%, respectively. Furthermore, management said it expected production to grow 50% or more for the full year despite the challenges it was facing from limited production in China and production constraints from some of its suppliers.In addition, Tesla has been raking in massive amounts of free cash flow. In Q1 2022, free cash flow was $2.2 billion -- up 660% year over year. Net income was $3.3 billion, representing more than a sixfold increase. Financials like this help companies get through difficult times and detours.Given the automaker's recent momentum and management's commentary about its full-year expectations at the time of its Q1 update, any worse-than-expected performance from Tesla will likely be far from a poor or even mediocre business outcome. Indeed, the company will likely grow much faster than all other major automakers in 2022 -- even in a tumultuous economic environment.TESLA FACTORY. IMAGE SOURCE: THE MOTLEY FOOL.Tesla has done layoffs beforeIt's also worth noting that Tesla is no stranger to layoffs. The company laid off employees back in 2019 amid its Model 3 production ramp-up. It was able to keep up extraordinary growth rates despite reducing its headcount by about 7%.While it is unfortunate for those employees who are losing their jobs, the reality is that companies can become bloated over time when it comes to headcount. From time to time, therefore, it may make sense for a company to reassess which jobs are the most essential and which ones may not be necessary.Given how well Tesla's last layoffs went, there's a good chance that this one could positively impact the company as well.Tesla will leave production headcount untouchedFinally -- and most importantly -- investors should keep in mind that this is a strategic layoff, leaving some important departments untouched.\"Note, this does not apply to anyone actually building cars, battery packs or installing solar,\" Musk wrote in the purported email to employees.This is critical because Tesla has remained supply constrained. In other words, demand continues to exceed supply; so the company's bottleneck at the moment is vehicle production.Overall, this strategic headcount reduction is likely good news for Tesla investors as it may make the company more nimble at a time of uncertainty. While headcount reductions don't make sense for every industry or for every company, it will likely prove to be a good decision for a capital-intensive business like Tesla in a highly competitive industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059268072,"gmtCreate":1654388522096,"gmtModify":1676535438617,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059268072","repostId":"2240732040","repostType":4,"repost":{"id":"2240732040","pubTimestamp":1654409668,"share":"https://ttm.financial/m/news/2240732040?lang=&edition=fundamental","pubTime":"2022-06-05 14:14","market":"us","language":"en","title":"Down More Than 30%: 3 Top Nasdaq Growth Stocks to Buy in June","url":"https://stock-news.laohu8.com/highlight/detail?id=2240732040","media":"Motley Fool","summary":"These beaten-down stocks stand out as fantastic buys this month.","content":"<html><head></head><body><p>Facing a weaker economy, rising interest rates, and other destabilizing market forces, investors generally have been shifting their portfolios away from growth stocks. The growth-heavy <b>Nasdaq Composite</b> index has fallen by roughly 25% from the peak it hit last year, and there&#39;s a good chance your portfolio is feeling the squeeze.</p><p>The market is undeniably shaky right now, but the volatility has also created opportunities to invest in top companies at amazing discounts. With that in mind, we asked a trio of Motley Fool contributors to identify which stocks they viewed as most worth pouncing on at today&#39;s prices. From where they sit, <b>Starbucks</b>, <b>Airbnb</b>, and <b>Netflix</b> look like some of the best beaten-down growth stocks you can buy right now.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fd36c482fa49b5c4ef7981c03aff83f\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Take a summertime sip from this beverage behemoth</h2><p><b>Daniel Foelber (Starbucks):</b> Starbucks, both as a company and a stock, is undergoing a makeover. The company&#39;s early growth was powered by its proliferation of the espresso/internet café business model. But today, that model is widespread and gives Starbucks few competitive advantages over locally owned coffee shops that offer comparable products with arguably better atmospheres. However, the coffee giant has more than 27 million Starbucks Rewards members and generates 75% of its sales from mobile orders, deliveries, and drive-thru customers. That gives Starbucks a major leg up over competitors large and small.</p><p>To grow its grab-and-go ordering infrastructure, Starbucks needs investment capital. And that means fewer stock buybacks. When former CEO Howard Schultz stepped back in as interim CEO in early April, he immediately suspended what would have been the largest share buyback program in the company&#39;s history in favor of investing in the core business. It&#39;s a bit of a gamble, as Starbucks will need to prove that it can allocate capital in a way that benefits shareholders more than directly buying back stock would. But Starbucks returns capital in ways other than buybacks.</p><p>Unlike many growth stocks, Starbucks pays a sizable dividend. At the current share price, that payout offers a 2.5% yield, and management has raised the dividend for 11 consecutive years. And while the company cut its share repurchase program, there has been no suggestion that it will alter its pattern of dividend hikes. Starbucks typically announces a dividend raise of $0.04 or $0.05 per share per quarter in August or September. So if we don&#39;t hear anything from Starbucks when it reports fiscal Q3 2022 earnings in a couple of months, that would be cause for concern. But for now, more dividend raises appear to still be in the cards.</p><p>The next growth chapter for Starbucks looks like a massive global market opportunity. Yet the stock is down 40% from its all-time high and trading at a price-to-earnings ratio of 20.5. Throw in the appealing dividend, and this looks like a great opportunity to add a name-brand company to your portfolio that will pay off for decades.</p><h2>Use the market&#39;s skittishness to buy this travel leader</h2><p><b>Keith Noonan (Airbnb): </b>Many of the market&#39;s biggest losers in recent months had previously been riding performance tailwinds stemming from pandemic conditions. Software, entertainment, and communications companies that experienced surging engagement when people were making their most intense social distancing efforts now face difficult performance comparisons as our behaviors shift back toward their pre-pandemic norms.</p><p>That&#39;s all coming in conjunction with multiple compression for the market at large, which has led to some brutal stock price declines.</p><p>Meanwhile, Airbnb has actually seen its business surge as social distancing and travel restrictions have eased, but the company&#39;s stock has still participated in the stark pullback for growth stocks at large. The short-term rental specialist&#39;s share price is down 30% year to date and off 46% from its high. Yet its business and long-term outlook have never looked stronger.</p><p>Airbnb&#39;s revenue surged by roughly 70% year over year in the first quarter to $1.51 billion, and its adjusted loss of $0.03 per share was far better than the average analyst estimate for a loss of $0.29 per share. Accounting for seasonality, the business will almost certainly post a substantial profit this year, and with the shares trading at roughly 43 times this year&#39;s expected earnings, they look attractively valued -- particularly given the strength of the growth underway.</p><p>The travel industry remains poised for long-term expansion, and Airbnb looks well-positioned to take advantage of the unfolding digital-transformation and work-from-anywhere trends. With the company posting stellar pandemic-rebound performances, its substantial valuation decline looks to be a case of the baby being thrown out with the bathwater. The stock&#39;s risk-reward profile is very attractive, and I think investors who take a buy-and-hold approach will bank fantastic returns.</p><h2>Netflix is down, but certainly not out</h2><p><b>James Brumley</b> <b>(Netflix):</b> I completely understand why Netflix shares have been up-ended this year. This company is not only the biggest and best-known name in video streaming, it arguably created the entire industry. Serious competition has been building since late 2019, but we&#39;ve never really seen Netflix struggle to maintain its historical growth pace -- until now. In part due to the impact of alternatives like HBO Max and <b>Walt Disney</b>&#39;s (DIS -1.98%) Disney+, Netflix is suddenly experiencing a growth stall that was once unthinkable.</p><p>However, the stock is down by more than 70% from November&#39;s high, and I don&#39;t think it&#39;s a stretch to say that the sellers have overshot their target.</p><p>For instance, the market is not pricing the looming launch of a cheaper, ad-supported service into Netflix shares. Co-CEO Reed Hastings initially floated that idea back in April as something the company would &#34;figure out over the next year or two.&#34; Now, the rumors say the schedule has been accelerated, and suggest it could launch as soon as October.</p><p>And we know the ad-supported model works. Most subscribers to Disney&#39;s Hulu service take the option with commercials, and the bulk of HBO Max&#39;s most recent growth seems to coincide with last June&#39;s launch of an ad-supported tier. Disney is also developing an advertising-backed version of Disney+ that&#39;s slated to debut before the end of this year. These options are important to increasingly cost-conscious consumers, and I see no reason Netflix won&#39;t be able to rekindle its growth by jumping on the bandwagon. I wouldn&#39;t be at all surprised if its results from doing so are even better than expected. If they are, the stock&#39;s recent weakness will look, in retrospect, like an even stronger buying opportunity.</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>Down More Than 30%: 3 Top Nasdaq Growth Stocks to Buy in June</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\">\nDown More Than 30%: 3 Top Nasdaq Growth Stocks to Buy in June\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-05 14:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/04/down-more-than-30-3-top-nasdaq-growth-stocks-to-bu/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facing a weaker economy, rising interest rates, and other destabilizing market forces, investors generally have been shifting their portfolios away from growth stocks. The growth-heavy Nasdaq ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/04/down-more-than-30-3-top-nasdaq-growth-stocks-to-bu/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","SBUX":"星巴克","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/06/04/down-more-than-30-3-top-nasdaq-growth-stocks-to-bu/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240732040","content_text":"Facing a weaker economy, rising interest rates, and other destabilizing market forces, investors generally have been shifting their portfolios away from growth stocks. The growth-heavy Nasdaq Composite index has fallen by roughly 25% from the peak it hit last year, and there's a good chance your portfolio is feeling the squeeze.The market is undeniably shaky right now, but the volatility has also created opportunities to invest in top companies at amazing discounts. With that in mind, we asked a trio of Motley Fool contributors to identify which stocks they viewed as most worth pouncing on at today's prices. From where they sit, Starbucks, Airbnb, and Netflix look like some of the best beaten-down growth stocks you can buy right now.Image source: Getty Images.Take a summertime sip from this beverage behemothDaniel Foelber (Starbucks): Starbucks, both as a company and a stock, is undergoing a makeover. The company's early growth was powered by its proliferation of the espresso/internet café business model. But today, that model is widespread and gives Starbucks few competitive advantages over locally owned coffee shops that offer comparable products with arguably better atmospheres. However, the coffee giant has more than 27 million Starbucks Rewards members and generates 75% of its sales from mobile orders, deliveries, and drive-thru customers. That gives Starbucks a major leg up over competitors large and small.To grow its grab-and-go ordering infrastructure, Starbucks needs investment capital. And that means fewer stock buybacks. When former CEO Howard Schultz stepped back in as interim CEO in early April, he immediately suspended what would have been the largest share buyback program in the company's history in favor of investing in the core business. It's a bit of a gamble, as Starbucks will need to prove that it can allocate capital in a way that benefits shareholders more than directly buying back stock would. But Starbucks returns capital in ways other than buybacks.Unlike many growth stocks, Starbucks pays a sizable dividend. At the current share price, that payout offers a 2.5% yield, and management has raised the dividend for 11 consecutive years. And while the company cut its share repurchase program, there has been no suggestion that it will alter its pattern of dividend hikes. Starbucks typically announces a dividend raise of $0.04 or $0.05 per share per quarter in August or September. So if we don't hear anything from Starbucks when it reports fiscal Q3 2022 earnings in a couple of months, that would be cause for concern. But for now, more dividend raises appear to still be in the cards.The next growth chapter for Starbucks looks like a massive global market opportunity. Yet the stock is down 40% from its all-time high and trading at a price-to-earnings ratio of 20.5. Throw in the appealing dividend, and this looks like a great opportunity to add a name-brand company to your portfolio that will pay off for decades.Use the market's skittishness to buy this travel leaderKeith Noonan (Airbnb): Many of the market's biggest losers in recent months had previously been riding performance tailwinds stemming from pandemic conditions. Software, entertainment, and communications companies that experienced surging engagement when people were making their most intense social distancing efforts now face difficult performance comparisons as our behaviors shift back toward their pre-pandemic norms.That's all coming in conjunction with multiple compression for the market at large, which has led to some brutal stock price declines.Meanwhile, Airbnb has actually seen its business surge as social distancing and travel restrictions have eased, but the company's stock has still participated in the stark pullback for growth stocks at large. The short-term rental specialist's share price is down 30% year to date and off 46% from its high. Yet its business and long-term outlook have never looked stronger.Airbnb's revenue surged by roughly 70% year over year in the first quarter to $1.51 billion, and its adjusted loss of $0.03 per share was far better than the average analyst estimate for a loss of $0.29 per share. Accounting for seasonality, the business will almost certainly post a substantial profit this year, and with the shares trading at roughly 43 times this year's expected earnings, they look attractively valued -- particularly given the strength of the growth underway.The travel industry remains poised for long-term expansion, and Airbnb looks well-positioned to take advantage of the unfolding digital-transformation and work-from-anywhere trends. With the company posting stellar pandemic-rebound performances, its substantial valuation decline looks to be a case of the baby being thrown out with the bathwater. The stock's risk-reward profile is very attractive, and I think investors who take a buy-and-hold approach will bank fantastic returns.Netflix is down, but certainly not outJames Brumley (Netflix): I completely understand why Netflix shares have been up-ended this year. This company is not only the biggest and best-known name in video streaming, it arguably created the entire industry. Serious competition has been building since late 2019, but we've never really seen Netflix struggle to maintain its historical growth pace -- until now. In part due to the impact of alternatives like HBO Max and Walt Disney's (DIS -1.98%) Disney+, Netflix is suddenly experiencing a growth stall that was once unthinkable.However, the stock is down by more than 70% from November's high, and I don't think it's a stretch to say that the sellers have overshot their target.For instance, the market is not pricing the looming launch of a cheaper, ad-supported service into Netflix shares. Co-CEO Reed Hastings initially floated that idea back in April as something the company would \"figure out over the next year or two.\" Now, the rumors say the schedule has been accelerated, and suggest it could launch as soon as October.And we know the ad-supported model works. Most subscribers to Disney's Hulu service take the option with commercials, and the bulk of HBO Max's most recent growth seems to coincide with last June's launch of an ad-supported tier. Disney is also developing an advertising-backed version of Disney+ that's slated to debut before the end of this year. These options are important to increasingly cost-conscious consumers, and I see no reason Netflix won't be able to rekindle its growth by jumping on the bandwagon. I wouldn't be at all surprised if its results from doing so are even better than expected. If they are, the stock's recent weakness will look, in retrospect, like an even stronger buying opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059960145,"gmtCreate":1654294818488,"gmtModify":1676535424898,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059960145","repostId":"2240582152","repostType":4,"repost":{"id":"2240582152","pubTimestamp":1654227171,"share":"https://ttm.financial/m/news/2240582152?lang=&edition=fundamental","pubTime":"2022-06-03 11:32","market":"us","language":"en","title":"2 “Strong Buy” Penny Stocks That Could Rally All the Way to $30 (Or More)","url":"https://stock-news.laohu8.com/highlight/detail?id=2240582152","media":"TipRanks","summary":"There are two sides to every coin. For penny stocks, or tickers that trade for less than $5 per shar","content":"<div>\n<p>There are two sides to every coin. For penny stocks, or tickers that trade for less than $5 per share, this rings especially true. As some of the most divisive names on the Street, they are either met...</p>\n\n<a href=\"https://finance.yahoo.com/news/2-strong-buy-penny-stocks-145740089.html\">Web Link</a>\n\n</div>\n","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 “Strong Buy” Penny Stocks That Could Rally All the Way to $30 (Or More)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 “Strong Buy” Penny Stocks That Could Rally All the Way to $30 (Or More)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/2-strong-buy-penny-stocks-145740089.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are two sides to every coin. For penny stocks, or tickers that trade for less than $5 per share, this rings especially true. As some of the most divisive names on the Street, they are either met...</p>\n\n<a href=\"https://finance.yahoo.com/news/2-strong-buy-penny-stocks-145740089.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETNB":"89Bio, Inc.","MRNS":"Marinus Pharmaceuticals"},"source_url":"https://finance.yahoo.com/news/2-strong-buy-penny-stocks-145740089.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240582152","content_text":"There are two sides to every coin. For penny stocks, or tickers that trade for less than $5 per share, this rings especially true. As some of the most divisive names on the Street, they are either met with resounding praise or forceful discontent.Going beyond the argument that you get more for your money, even minor price appreciation can result in massive percentage gains. However, some investors prefer to avoid these stocks entirely, as the fact that shares are trading at such depressed levels could signal insurmountable headwinds or weak fundamentals.The nature of these investments presents somewhat of a dilemma. How are investors supposed to separate the penny stocks that are ready to take off on an upward trajectory from those set to remain down in the dumps?To help with the due diligence process, we used TipRanks’ database to zero in on only the penny stocks that have received bullish support from the analyst community. We found two that are backed by enough analysts to earn a “Strong Buy” consensus rating. Not to mention each offers up massive upside potential, as some analysts see them climbing to $30, or more.89bio, Inc. (ETNB)The first penny stock we'll look at is 89bio, a clinical-stage biopharmaceutical company focused on severe diseases of the hepatic and cardio-metabolic systems. In layman’s terms, that’s chronic liver and heart disease. The company has one drug candidate in the development pipeline, but it has apparent applications across a fairly wide spectrum. That candidate, called pegozafermin, is undergoing two clinical trials, one for the treatment of non-alcoholic steatohepatitis, or NASH, and one for the treatment of severe hypertriglyceridemia, or SHTG.Pegozafermin operates through the FGF21 pathway. This is an endogenous metabolic hormone tied to energy expenditure and the glucose and lipid metabolism. Acting through the FGF21 function, pegozafermin has potential to become a best-in-class therapeutic agent, with particular efficacy in liver conditions. Pegozafermin has demonstrated clinically meaningful reductions in hepatic fat in patients, as well as reductions in triglyceride levels.The NASH track is more advanced of 89bio’s two ongoing clinical trial programs. The ENLIVEN Phase 2b trial is enrolling patients, with that stage expected to be completed during the third quarter. Topline data from the Phase 2b trial should be ready for release in 1H23. The ENLIVEN trial is targeted to enroll approximately 200 patients.On the SHTG track, pegozafermin is currently the subject of the ENTRIGUE Phase 2 study, which is progressing according to schedule. The company expects to release topline data this month. ENTRIGUE is designed as a proof-of-concept study, with 85 patients enrolled. A successful outcome from this trial will pave the way for a Phase 3 study to be conducted in 2023, post discussions with regulatory authorities.Based on potentially significant clinical catalysts as well as its $3.02 share price, several members of the Street think that now is the right time to pull the trigger.Among the ETNB bulls is SVP analyst Thomas Smith, who writes, \"We continue to expect pegozafermin will demonstrate positive results that could enable a clear line of sight into a streamlined and established regulatory pathway in SHTG. Meanwhile, ETNB has implemented several changes to the ongoing Phase 2b ENLIVEN study of pegozafermin in NASH... ETNB believes these changes will increase the likelihood of success in the study by maximizing enrollment in the higher dose cohorts, adding composite endpoints to further elucidate a treatment effect vs. placebo, and utilizing a consensus methodology among three pathologists to interpret liver biopsy slides.\"\"Overall, we continue to view the FGF21 class as one of the more compelling therapeutic targets for the treatment of NASH and metabolic diseases, with pegozafermin well-positioned as a potentially best-in-class compound based on the drug's competitive efficacy profile and emerging differentiation on safety/tolerability and dosing frequency,\" Smith added.Smith backs up his bullish stance with an Outperform (i.e. Buy) rating on the stock, while his $50 price target suggests a whopping upside potential of 1,550%.While Smith may be exceedingly bullish here, Wall Street generally is on his side. This stock has 9 recent analyst reviews, and they are unanimous to the upside, giving ETNB its Strong Buy consensus rating. The average price target, among these analysts, is $29.63, suggesting a one-year potential growth of ~878%.Marinus Pharmaceuticals (MRNS)Now we’ll turn to Marinus Pharma, a company laser-focused on the treatment of seizure disorders. Marinus has one drug candidate, ganaxolone, developed in both oral and intravenous infusion versions. The drug was approved by the FDA in March of this year for the treatment of seizures due to cyclin-dependent kinase-like 5 (CDKL5) deficiency. This is a rare form of epilepsy with genetic causation, and appears in early childhood; ganaxolone was approved for patients aged 2 and up in an orally dosed formulation.That FDA approval is the major factor in Marinus’ outlook for now, as it gives the company potential for a revenue take-off. The company’s previous quarterly revenue postings have mostly come from collaboration payments with other drug companies. Now that ganaxolone is scheduled for a commercial launch, under the brand name ZTALMY, in July of this year, Marinus has the opportunity to develop a regular, reliable income stream. The company has already prepped a leadership team for the launch, and has begun putting sales reps in place.On the clinical trial side, Marinus has two Phase 3 studies underway. The RAISE trial is studying ganaxolone as an intravenous infusion for the treatment of refractory status epilepticus – that is, as a ‘big gun’ to treat severe seizures that do not abate – and target sites for the study have been expanded to include the US, Canada, Australia, and Israel. Topline data is expected in 2H23.The company has also begun selecting sites and enrolling patients in TrustTSC, a Phase 3 trial of orally dosed ganaxolone in the treatment of seizures from Tuberous Sclerosis Complex. Data from this study is expected in 1Q24.These are the key points noted by Baird analyst Brian Skorney, who writes: “We continue to be encouraged by management's commercial preparedness ahead of the Ztalmy launch, which is on track to begin in July. Notably, the field force is fully on-boarded, with efforts also made to bolster the market access team as they work to drive interactions with payers and physicians...\"\"We see upside potential for shares on strong initial uptake signals, given the valuable liquidity this program can provide as management drives continued progress in other indications. To that end, we continue to see a crucial catalyst in the RAISE readout, which remains on track for 2H23,\" the analyst addedIn Skorney’s view, the liquidity potential here must be substantial, as he rates the stock an Outperform (i.e. Buy) and sets a $32 price target. At current price levels, this target suggests an upside of ~613% over the next 12 months.Getting a new drug onto the commercial market is the ‘holy grail’ in the world of clinical-stage biopharma firms – and Marinus’ success in that has earned it 10 positive analyst reviews recently, for a Strong Buy consensus rating. The stock’s $29.50 average price target and $4.49current trading price combine to indicate room for 557% upside growth in the year ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050216122,"gmtCreate":1654209748666,"gmtModify":1676535410781,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050216122","repostId":"1149188009","repostType":4,"repost":{"id":"1149188009","pubTimestamp":1654176029,"share":"https://ttm.financial/m/news/1149188009?lang=&edition=fundamental","pubTime":"2022-06-02 21:20","market":"us","language":"en","title":"6 Cheap Stocks To Buy Before They Take Off","url":"https://stock-news.laohu8.com/highlight/detail?id=1149188009","media":"investorplace","summary":"These six cheap stocks to buy are good bargains, given their valuations, earnings prospects, and div","content":"<html><head></head><body><ul><li>These six cheap stocks to buy are good bargains, given their valuations, earnings prospects, and dividend yields.</li><li><b>Ovintiv</b> (<b><u>OVV</u></b>): Denver-based oil and gas co. with 33.5% earnings growth forecast next year, trading at 4x earnings and a dividend with a 1.77% yield.</li><li><b>Goldman Sachs</b> (<b><u>GS</u></b>) – This investment bank has a low P/E of 8.15x, 6.8% growth in 2023, and a 2.43% yield.</li><li><b>Cenovus Energy</b> (<b><u>CVE</u></b>): This Canadian oil co. has 10% growth, trading at 7.2 times earnings with a 1.45 yield.</li><li><b>Avnet</b> (<b><u>AVT</u></b>): This electronics distributor has a 7.0 forward P/E, good earnings growth, and a 2.15% dividend yield.</li><li><b>Northrim BanCorp</b> (<b><u>NRIM</u></b>): This Alaskan bank has an 8.8x P/E, a 3.92% dividend yield, and a consistent dividend.</li><li><b>Qualcomm</b>(<b><u>QCOM</u></b>): A major U.S. telecom chip designer with a 2.15% yield and a forward P/E of just 10.6 times.</li></ul><p><img src=\"https://static.tigerbbs.com/c90440655ccc4c19ebcd963a63062faa\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Shutterstock</p><p>These six cheap stocks to buy are good bargains, with low valuations, good earnings growth, and dividend yields. In these times when investors are looking for bargains, these stocks are worth buying.</p><p>The valuations of these stocks range from 4 times to about 11 times earnings on a forward year basis. This is significantly below the market average and sets these stocks to take off. That could happen when the market sees how cheap they are.</p><p>Let’s dive in and look at these stocks.</p><table><tbody><tr><td><b><u>OVV</u></b></td><td>Ovintiv</td><td>$56.98</td></tr><tr><td><b><u>GS</u></b></td><td>The Goldman Sachs Group</td><td>$319.78</td></tr><tr><td><b><u>CVE</u></b></td><td>Cenovus Energy Inc</td><td>$23.49</td></tr><tr><td><b><u>AVT</u></b></td><td>Avnet</td><td>$47.87</td></tr><tr><td><b><u>NRIM</u></b></td><td>Northrim BanCorp</td><td>$40.84</td></tr><tr><td><b><u>QCOM</u></b></td><td>Qualcomm</td><td>$140.31</td></tr></tbody></table><h2>Cheap Stocks to Buy: Ovintiv (OVV)<img src=\"https://static.tigerbbs.com/37dfd8331d7ced6245220b74f1d0cda5\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>Ovintiv</b>(NYSE:<b>OVV</b>) is a major oil and gas producer based in Denver, CO. Its earnings per share (EPS) is forecast to grow 33.5% from $10.57 per share to $14.11 in 2023.</p><p>At $57.24, Ovintiv has a forward P/E of just 4.34 times forward earnings for 2023. Moreover, the company pays an annual dividend of $1. That gives it a decent dividend yield of 1.77%. It has paid a dividend each yearfor the past 32 years and raised it each year for the past four years.</p><p>Ovintiv has been buying back its stock for the past two quarters. It bought $182 million in the past six months ending March 2022. On an annualized basis, that represents 2.5% of its $14.6 billion value.</p><p>With its low P/E, dividend yield and buyback yield, the stock is one of the best cheap stocks to buy.</p><h2>Goldman Sachs (GS)<img src=\"https://static.tigerbbs.com/6ebb243e43300a7bbb7a79959fe96b3f\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>The Goldman Sachs Group</b>(NYSE:<b>GS</b>) is a cheap bank. For 2022, 23 analysts have an averageEPS forecast of $37.76, putting it on a forward P/E of 8.7. The P/E falls to 8.15 based on earnings forecast for 2023. That is very cheap for an investment bank with such a stellar reputation.</p><p>Goldman Sachs also pays an annual dividend of $8 per share, giving it a 2.45% dividend yield. The bank has paid dividends for the past 22 years, raising them in each of the past 5 years.</p><p>Goldman Sachs is very shareholder-friendly. Last quarter alone it bought back $2 billion of its shares. This makes it one of the best cheap stocks to buy.</p><h2>Cenovus Energy (CVE)<img src=\"https://static.tigerbbs.com/1f62bfaef11e1f1d995067d3ef3374ac\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>Cenovus Energy Inc</b> (NYSE:<b><u>CVE</u></b>) is a Calgary, Canada-based oil and gas company that will show 10% growth next year based on analysts’ expectations. They forecast EPS to grow from $2.86 to $3.15 per share in 2023.</p><p>At $23.55, CVE stock is trading at a forward P/E of just 7.69 times based on its 2023 earnings projections. That is cheap for a company with this solid 10% earnings growth prospects.</p><p>Moreover, Cenovus pays a variable dividend each quarter. Recently it declared a 10.5 cents Canadian dividend for Q2. Annually that works out to U.S. 32.88 cents, representing a dividend yield of 1.45%. But each quarter, the dividend yield will change with the quarterly declaration. This makes it one of the best cheap stocks to buy.</p><h2>Avnet (AVT)<img src=\"https://static.tigerbbs.com/fc1d878e0a2b71c7c2d330c7506afa27\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>Avnet</b> (NASDAQ:<b><u>AVT</u></b>) pays a $1.04 dividend which gives it a 2.15% dividend yield. It’s paid a dividend for the past eight years. Moreover, at $48.82 per share the stock is trading on a forward P/E of just 7.13</p><p>Earnings are forecast to hit$6.85this year and $6.82 next year. This is mainly due to the higher price of chips and other technology-related items, as well as higher logistics-related revenue.</p><p>Avnet has low debt with a total debt-to-equity ratio of just 38%, making its financial situation secure. In addition, Avnet made $232 million in free cash flow (FCF) last quarter. This makes it one of the best cheap stocks to buy</p><h2>Northrim BanCorp (NRIM)<img src=\"https://static.tigerbbs.com/6001637297a134b8ba3794874ca5b2cb\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>Northrim BanCorp</b> (NASDAQ:<b><u>NRIM</u></b>) is an Anchorage, Alaska community bank and home mortgage lending company. It is one of the best cheap stocks as it has an 8.6x P/E for this year and 6.5x for next year. This company has good growth prospects, and a 3.95% dividend yield.</p><p>The bank has hiked its dividend every year over the past 12 years. It has paid a dividend in each of the last 26 years.</p><p>Moreover, it has a tangible book value (TBV) of $194.4 million. Its stock market value of $245 million is only 26% over the TBV.</p><p>Moreover, analysts forecast that earnings will rise from $5.04 this year to $6.41 next year, a 27% growth rate. The cheap valuation, dividend yield, and growth make NRIM stock one of the best value stocks.</p><h2>Cheap Stocks To Buy: Qualcomm (QCOM)<img src=\"https://static.tigerbbs.com/87e9b26653a511e26e3264b68202c1ac\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>Qualcomm</b> (NASDAQ:<b><u>QCOM</u></b>) is a mobile technology firm with a huge patent portfolio and high earnings power. Analysts forecast $12.54 in earnings per share (EPS) this year, up 47.4% over last year.</p><p>For next year, analysts estimate 5% higher earnings at $13.06. At today’s price, this gives QCOM a forward P/E ratio of just 10.75 times.</p><p>Moreover, this $3 dividend provides a good 2.09% dividend yield.</p><p>Qualcomm has paid a dividend in each of the past 18 years. This means it will likely keep doing this even if there is a recession.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>6 Cheap Stocks To Buy Before They Take Off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\n6 Cheap Stocks To Buy Before They Take Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-02 21:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/these-6-stocks-to-buy-are-cheap-from-a-valuation-and-yield-standpoint/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These six cheap stocks to buy are good bargains, given their valuations, earnings prospects, and dividend yields.Ovintiv (OVV): Denver-based oil and gas co. with 33.5% earnings growth forecast next ...</p>\n\n<a href=\"https://investorplace.com/2022/06/these-6-stocks-to-buy-are-cheap-from-a-valuation-and-yield-standpoint/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","GS":"高盛","NRIM":"Northrim BanCorp Inc","CVE":"Cenovus能源","OVV":"Ovintiv Inc.","AVT":"安富利电子"},"source_url":"https://investorplace.com/2022/06/these-6-stocks-to-buy-are-cheap-from-a-valuation-and-yield-standpoint/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149188009","content_text":"These six cheap stocks to buy are good bargains, given their valuations, earnings prospects, and dividend yields.Ovintiv (OVV): Denver-based oil and gas co. with 33.5% earnings growth forecast next year, trading at 4x earnings and a dividend with a 1.77% yield.Goldman Sachs (GS) – This investment bank has a low P/E of 8.15x, 6.8% growth in 2023, and a 2.43% yield.Cenovus Energy (CVE): This Canadian oil co. has 10% growth, trading at 7.2 times earnings with a 1.45 yield.Avnet (AVT): This electronics distributor has a 7.0 forward P/E, good earnings growth, and a 2.15% dividend yield.Northrim BanCorp (NRIM): This Alaskan bank has an 8.8x P/E, a 3.92% dividend yield, and a consistent dividend.Qualcomm(QCOM): A major U.S. telecom chip designer with a 2.15% yield and a forward P/E of just 10.6 times.Source: ShutterstockThese six cheap stocks to buy are good bargains, with low valuations, good earnings growth, and dividend yields. In these times when investors are looking for bargains, these stocks are worth buying.The valuations of these stocks range from 4 times to about 11 times earnings on a forward year basis. This is significantly below the market average and sets these stocks to take off. That could happen when the market sees how cheap they are.Let’s dive in and look at these stocks.OVVOvintiv$56.98GSThe Goldman Sachs Group$319.78CVECenovus Energy Inc$23.49AVTAvnet$47.87NRIMNorthrim BanCorp$40.84QCOMQualcomm$140.31Cheap Stocks to Buy: Ovintiv (OVV)Ovintiv(NYSE:OVV) is a major oil and gas producer based in Denver, CO. Its earnings per share (EPS) is forecast to grow 33.5% from $10.57 per share to $14.11 in 2023.At $57.24, Ovintiv has a forward P/E of just 4.34 times forward earnings for 2023. Moreover, the company pays an annual dividend of $1. That gives it a decent dividend yield of 1.77%. It has paid a dividend each yearfor the past 32 years and raised it each year for the past four years.Ovintiv has been buying back its stock for the past two quarters. It bought $182 million in the past six months ending March 2022. On an annualized basis, that represents 2.5% of its $14.6 billion value.With its low P/E, dividend yield and buyback yield, the stock is one of the best cheap stocks to buy.Goldman Sachs (GS)The Goldman Sachs Group(NYSE:GS) is a cheap bank. For 2022, 23 analysts have an averageEPS forecast of $37.76, putting it on a forward P/E of 8.7. The P/E falls to 8.15 based on earnings forecast for 2023. That is very cheap for an investment bank with such a stellar reputation.Goldman Sachs also pays an annual dividend of $8 per share, giving it a 2.45% dividend yield. The bank has paid dividends for the past 22 years, raising them in each of the past 5 years.Goldman Sachs is very shareholder-friendly. Last quarter alone it bought back $2 billion of its shares. This makes it one of the best cheap stocks to buy.Cenovus Energy (CVE)Cenovus Energy Inc (NYSE:CVE) is a Calgary, Canada-based oil and gas company that will show 10% growth next year based on analysts’ expectations. They forecast EPS to grow from $2.86 to $3.15 per share in 2023.At $23.55, CVE stock is trading at a forward P/E of just 7.69 times based on its 2023 earnings projections. That is cheap for a company with this solid 10% earnings growth prospects.Moreover, Cenovus pays a variable dividend each quarter. Recently it declared a 10.5 cents Canadian dividend for Q2. Annually that works out to U.S. 32.88 cents, representing a dividend yield of 1.45%. But each quarter, the dividend yield will change with the quarterly declaration. This makes it one of the best cheap stocks to buy.Avnet (AVT)Avnet (NASDAQ:AVT) pays a $1.04 dividend which gives it a 2.15% dividend yield. It’s paid a dividend for the past eight years. Moreover, at $48.82 per share the stock is trading on a forward P/E of just 7.13Earnings are forecast to hit$6.85this year and $6.82 next year. This is mainly due to the higher price of chips and other technology-related items, as well as higher logistics-related revenue.Avnet has low debt with a total debt-to-equity ratio of just 38%, making its financial situation secure. In addition, Avnet made $232 million in free cash flow (FCF) last quarter. This makes it one of the best cheap stocks to buyNorthrim BanCorp (NRIM)Northrim BanCorp (NASDAQ:NRIM) is an Anchorage, Alaska community bank and home mortgage lending company. It is one of the best cheap stocks as it has an 8.6x P/E for this year and 6.5x for next year. This company has good growth prospects, and a 3.95% dividend yield.The bank has hiked its dividend every year over the past 12 years. It has paid a dividend in each of the last 26 years.Moreover, it has a tangible book value (TBV) of $194.4 million. Its stock market value of $245 million is only 26% over the TBV.Moreover, analysts forecast that earnings will rise from $5.04 this year to $6.41 next year, a 27% growth rate. The cheap valuation, dividend yield, and growth make NRIM stock one of the best value stocks.Cheap Stocks To Buy: Qualcomm (QCOM)Qualcomm (NASDAQ:QCOM) is a mobile technology firm with a huge patent portfolio and high earnings power. Analysts forecast $12.54 in earnings per share (EPS) this year, up 47.4% over last year.For next year, analysts estimate 5% higher earnings at $13.06. At today’s price, this gives QCOM a forward P/E ratio of just 10.75 times.Moreover, this $3 dividend provides a good 2.09% dividend yield.Qualcomm has paid a dividend in each of the past 18 years. This means it will likely keep doing this even if there is a recession.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050041911,"gmtCreate":1654122948933,"gmtModify":1676535395480,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050041911","repostId":"1126800713","repostType":4,"repost":{"id":"1126800713","pubTimestamp":1654096469,"share":"https://ttm.financial/m/news/1126800713?lang=&edition=fundamental","pubTime":"2022-06-01 23:14","market":"us","language":"en","title":"7 Stocks to Buy and Hold Forever in This Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1126800713","media":"investorplace","summary":"Some stocks are great in good times and in bad. Below is a list of some of those stellar stocks you ","content":"<html><head></head><body><ul><li>Some stocks are great in good times and in bad. Below is a list of some of those stellar stocks you can buy and hold forever.</li><li><b>Broadcom</b>(<b><u>AVGO</u></b>): Backlog and strong demand are positive catalysts.</li><li><b>Chubb</b>(<b><u>CB</u></b>): Rate adjustments as interest rates rise will sustain profits.</li><li><b>Cisco Systems</b>(<b><u>CSCO</u></b>): Strong demand and a growing backlog will increase revenue.</li><li><b>Conagra Brands</b>(<b><u>CAG</u></b>): Strong branding will sustain profit margins.</li><li><b>Merck &amp; Co</b>(<b><u>MRK</u></b>): Antiviral pill is a potential blockbuster.</li><li><b>Prudential Financial</b>(<b><u>PRU</u></b>): Higher interest rates increase Prudential’s return on equity.</li><li><b>Qualcomm</b>(<b><u>QCOM</u></b>): Product refresh will enhance growth in the next several quarters.</li></ul><p><img src=\"https://static.tigerbbs.com/2ff63d068d155e36ea62957ca8cd483c\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: whiteMocca / Shutterstock.com</p><p>Bearish stock market conditions are creating extreme fear for investors. Many investors who are low on cash and highly exposed to stocks feel demoralized by the falling prices. To regain control, investors need to differentiate between companies that will recover in the long term and those that will not. The stocks to buy and hold are those where the company is financially sound. In addition, financially sound businesses will have manageable debt.</p><p>They are also typically companies that did not list on public markets within the last two years. Those more newly public companies likely sold their stock at unsustainable valuations.</p><p><img src=\"https://static.tigerbbs.com/99a3b579c61154436e21945ab2693c2b\" tg-width=\"288\" tg-height=\"186\" referrerpolicy=\"no-referrer\"/>Source: StockRover</p><p>In the table at right, you can see the strong quality scores from many of my picks for this gallery.Stock Rover definesvalue using metrics like price-to-earnings and price-to-sales.</p><p>Investors should avoid companies that sold stock to pay bills or that reward management with excess stock-based compensation. In contrast, the stocks to buy and hold are companies that have steady or improving fundamentals. Markets will reward them by sending their price higher.</p><p>Long-term investors in a bear market cannot time a stock’s recovery, which is why finding solid stocks to buy and hold is so important. But to reduce risks, investors should begin with a starter position in a stock. Increase the position every quarter if the company posts good results. Companies that posted unexpectedly weak results are not automatically stocks to avoid though. You can give them another quarter to prove themselves.</p><table><tbody><tr><td><b><u>AVGO</u></b></td><td>Broadcom</td><td>$580.13</td></tr><tr><td><b><u>CB</u></b></td><td>Chubb</td><td>$211.29</td></tr><tr><td><b><u>CSCO</u></b></td><td>Cisco Systems</td><td>$45.05</td></tr><tr><td><b><u>CAG</u></b></td><td>Conagra Brands</td><td>$32.89</td></tr><tr><td><b><u>MRK</u></b></td><td>Merck</td><td>$92.03</td></tr><tr><td><b><u>PRU</u></b></td><td>Prudential</td><td>$106.68</td></tr><tr><td><b><u>QCOM</u></b></td><td>Qualcomm</td><td>$143.22</td></tr></tbody></table><h2>Broadcom (AVGO)<img src=\"https://static.tigerbbs.com/dcf1a9fd20cb6f6de8681c3897b31ace\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>Broadcom</b>(NASDAQ:<b><u>AVGO</u></b>) is resilient to a recession. The technology firm reports strong server storage connectivitydemand of $801 millionin the first quarter. Growth hit 32% year-over-year.</p><p>Broadcom will benefit from surplus enterprise IT spending. For example, if corporations need to compute services, they may buy the company’s SAN or MegaRAID storage connectivity solutions.</p><p>Video content in social media is another positive catalyst for Broadcom. Cloud customers are adopting its nearline hard disk drives to store data. Sales for storage hardware grew by over 20% compounded annually in the last five years. Strong demand for networking in server storage is increasing average selling prices, as Broadcom is passing along higher material costs related to wafer and substrate production. In 2023 and 2024, the company expects the strong demand  to continue.</p><p>Some companies may be unable to pass higher costs to customers, but Broadcom and and will raise prices if needed, which is great for investors. Strong profit margins will also support AVGO stock from here.</p><h2>Chubb (CB)<img src=\"https://static.tigerbbs.com/4377500327d3f10dc634c3f2c079946b\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>Chubb</b>(NYSE:<b><u>CB</u></b>), an insurance and reinsurance company, posted net premium earnings of $8.75 billion inthe last quarter, up by 6.4% Y/Y. It earned $3.82 a share (non-GAAP). When interest rates rise, Chubb’s return on equity also increases.</p><p>Chubb has the flexibility to adjust its rates as competitive pressures change. For example, it adjusted its rates depending on the underwriting conditions. In addition, it reviews the adequacy of its rate and the exposure to inflation. Different sectors require different responses.</p><p>Chubb has a geographically diversified business. In Asia, it expects plenty of growth to take place in the next two decades. The company is increasing its presence to capitalize onopportunities in the region. It also has growing exposure to Latin America, though Chubb is cautious in expanding in the region due to its volatility.</p><p>The company’s loss ratio improved in the commercial segment, which is a positive development, and it benefited from a resilient portfolio. With a strong balance sheet, Chubb is in financially strong shape to consider merger and acquisition opportunities.</p><h2>Cisco Systems (CSCO)<img src=\"https://static.tigerbbs.com/45c7417c27e3491b0dcd1b8077e5dec4\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>CiscoSystems</b>(NASDAQ:<b><u>CSCO</u></b>) shares fell after the company posted weak quarterly results. It lost around 2% of orders from de-bookingorders from Russia. Conversely, its enterprise business grew by 37%. When it realizes revenue from its large customers, Cisco might post better results in future quarters.</p><p>Chairman and CEO Chuck Robbins said in the earnings call that Cisco has no demand issues. It lowered its outlook because of a $200 million impact from Russia. In addition, the lockdown in Shanghai, China disrupted its supply chain. When supply returns, Cisco will receive the needed components to finish its products and complete the sales.</p><p>In the last quarter, Cisco had strong pricing to offset lower sales. CFO Scott Herren said, “our pricing was up about 160 basis points in Q3.” In other words, customers are willing to pay more for Cisco’s products.</p><p>Looking ahead, the component supply constraints will ease. The company may have excluded some of the sales rebound in its guidance. It also ended the quarter with over $15 billion in the product backlog. $2 billion of the backlog is in software, a higher-margin product.</p><p>Cisco will likely post better revenue and margins in the upcoming quarter as those headwinds fade.</p><h2>Conagra Brands (CAG)<img src=\"https://static.tigerbbs.com/d1fe4a7b19dea3c629c363f90fd5dea2\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>Conagra Brands</b>(NYSE:<b><u>CAG</u></b>) disappointed investors when it cut its profit guidance, citing inflation pressures. It posted revenue growthof 5.1% Y/Y to $2.91 billion. In the fourth quarter, it expects net sales to grow by 7% and earn 64 cents a share.</p><p>In the fiscal 2022 year, Conagra expects an operating margin of around 14.5%. It previously guided 15.5%, but the slight decline should not be big enough to worry investors. Importantly, the company hedged 80% of itsmaterials for the fourth quarterand 40% overall for fiscal 2023, reducing volatility.</p><p>Investors may wait for inflationary pressures to ease. Conagra may pass some of the higher costs to customers, and will rely on its strong brand to sustain demand strength.</p><p>For example, three of its largest brands — Healthy Choice, Birds Eye and Slim Jim — increased market share and posted double-digit growth in the past quarter, despite price increases.</p><h2>Merck &amp; Co (MRK)<img src=\"https://static.tigerbbs.com/164647591ef46114dc58b696de8812f8\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p>In the drug manufacturing sector,<b>Merck</b>(NYSE:<b><u>MRK</u></b>) has business plan that involves seeking buyout candidates. It is looking for solid biotech companies that have a potentially strong pipeline.</p><p>And it’s not just about medicine for people. In the animal health business, Merck is also fostering its long-term value. It will grow the business beforeconsidering a spinoff.</p><p>Merck’s blockbuster drug Keytruda hasmultiple indicators. It continues to expect growth for the drug in treating renal cell carcinoma. Initially, Merck expected 50% of its growth to come from adjuvant therapy. That is 30% of the U.S. business. It now expects this will represent one-quarter of its global businessin the year 2025.</p><p>Merck’s Covid antiviral pill, molnupiravir, will also become a first-line defense in treating infected patients. Merck reported utilization by 500,000 patients around the world and had shipped 6.4 million courses at the end of the last quarter. As Covid reaches an endemic phase, the healthcare industry will rely on this pill to treat more patients.</p><h2>Prudential Financial (PRU)<img src=\"https://static.tigerbbs.com/2861175b7e532d47f53e7df4e74560c5\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>Prudential</b>(NYSE:<b><u>PRU</u></b>) earned $3.17 per common sharein the last quarterwhich was down from $3.99 last year but still strong. Its investors withdrew $4.3 billion in the quarter due to a challenging quarter for fixed-income mutual fund demand. On the other hand, Prudential saw $300 million more in inflows into real estate and public fixed income.</p><p>Looking at a wider timeframe, Prudential added $55 billion in inflows between 2017 and 2021. The outlook is normal when the stock markets are weakening.</p><p>To get ahead of the tightening credit market, it issued$1 billion in hybrid debtbefore interest rates started rising. The added liquidity will give Prudential more room to manage its cash flow. For example, it made a capital contribution to its new reinsurance subsidiary. The extra capital will give the unit higher capital efficiency under tougher market conditions.</p><p>Prudential has a strong balance sheet and could also pursue M&amp;A if the opportunity arises.</p><h2>Qualcomm (QCOM)<img src=\"https://static.tigerbbs.com/87e9b26653a511e26e3264b68202c1ac\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>Qualcomm</b>(NASDAQ:<b><u>QCOM</u></b>) is the leader in smartphone chips. It recently announced the release of theSnapdragon 8 Gen 1 mobile platform. The platform will support high-speed 5G on devices with 10 Gbps speeds. The system also offers what it calls “all-day power.” When you add in Wi-Fi 6 and 6E support, its newest chip will refresh its product portfolio and lead to higher sales.</p><p>In the last quarter, Qualcomm posted revenue growingby 41.1% to $11.2 billion, and it earned $3.21 a share on a non-GAAP measure. In the third quarter, it expects revenue of up to $11.3 billion and non-GAAP EPS in the range of $2.75 to $2.95.</p><p>Markets are both fickle and forgetful. Qualcomm posted its guidance at the end of April, tet markets dumped the stock alongside other high-flying technology stocks. Should market sentiment turn positive, investors will snap this bargain stock in droves.</p><p>Late last year, Qualcomm announced a $10 billionstock buyback. QCOM stock declines should benefit the company as it buys the stock at discount prices.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks to Buy and Hold Forever in This Bear 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\">\n7 Stocks to Buy and Hold Forever in This Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-01 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/7-stocks-to-buy-and-hold-forever-in-this-bear-market/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some stocks are great in good times and in bad. Below is a list of some of those stellar stocks you can buy and hold forever.Broadcom(AVGO): Backlog and strong demand are positive catalysts.Chubb(CB):...</p>\n\n<a href=\"https://investorplace.com/2022/06/7-stocks-to-buy-and-hold-forever-in-this-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRK":"默沙东","PRU":"保德信金融","CSCO":"思科","CB":"安达保险","QCOM":"高通","AVGO":"博通","CAG":"康尼格拉"},"source_url":"https://investorplace.com/2022/06/7-stocks-to-buy-and-hold-forever-in-this-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126800713","content_text":"Some stocks are great in good times and in bad. Below is a list of some of those stellar stocks you can buy and hold forever.Broadcom(AVGO): Backlog and strong demand are positive catalysts.Chubb(CB): Rate adjustments as interest rates rise will sustain profits.Cisco Systems(CSCO): Strong demand and a growing backlog will increase revenue.Conagra Brands(CAG): Strong branding will sustain profit margins.Merck & Co(MRK): Antiviral pill is a potential blockbuster.Prudential Financial(PRU): Higher interest rates increase Prudential’s return on equity.Qualcomm(QCOM): Product refresh will enhance growth in the next several quarters.Source: whiteMocca / Shutterstock.comBearish stock market conditions are creating extreme fear for investors. Many investors who are low on cash and highly exposed to stocks feel demoralized by the falling prices. To regain control, investors need to differentiate between companies that will recover in the long term and those that will not. The stocks to buy and hold are those where the company is financially sound. In addition, financially sound businesses will have manageable debt.They are also typically companies that did not list on public markets within the last two years. Those more newly public companies likely sold their stock at unsustainable valuations.Source: StockRoverIn the table at right, you can see the strong quality scores from many of my picks for this gallery.Stock Rover definesvalue using metrics like price-to-earnings and price-to-sales.Investors should avoid companies that sold stock to pay bills or that reward management with excess stock-based compensation. In contrast, the stocks to buy and hold are companies that have steady or improving fundamentals. Markets will reward them by sending their price higher.Long-term investors in a bear market cannot time a stock’s recovery, which is why finding solid stocks to buy and hold is so important. But to reduce risks, investors should begin with a starter position in a stock. Increase the position every quarter if the company posts good results. Companies that posted unexpectedly weak results are not automatically stocks to avoid though. You can give them another quarter to prove themselves.AVGOBroadcom$580.13CBChubb$211.29CSCOCisco Systems$45.05CAGConagra Brands$32.89MRKMerck$92.03PRUPrudential$106.68QCOMQualcomm$143.22Broadcom (AVGO)Broadcom(NASDAQ:AVGO) is resilient to a recession. The technology firm reports strong server storage connectivitydemand of $801 millionin the first quarter. Growth hit 32% year-over-year.Broadcom will benefit from surplus enterprise IT spending. For example, if corporations need to compute services, they may buy the company’s SAN or MegaRAID storage connectivity solutions.Video content in social media is another positive catalyst for Broadcom. Cloud customers are adopting its nearline hard disk drives to store data. Sales for storage hardware grew by over 20% compounded annually in the last five years. Strong demand for networking in server storage is increasing average selling prices, as Broadcom is passing along higher material costs related to wafer and substrate production. In 2023 and 2024, the company expects the strong demand  to continue.Some companies may be unable to pass higher costs to customers, but Broadcom and and will raise prices if needed, which is great for investors. Strong profit margins will also support AVGO stock from here.Chubb (CB)Chubb(NYSE:CB), an insurance and reinsurance company, posted net premium earnings of $8.75 billion inthe last quarter, up by 6.4% Y/Y. It earned $3.82 a share (non-GAAP). When interest rates rise, Chubb’s return on equity also increases.Chubb has the flexibility to adjust its rates as competitive pressures change. For example, it adjusted its rates depending on the underwriting conditions. In addition, it reviews the adequacy of its rate and the exposure to inflation. Different sectors require different responses.Chubb has a geographically diversified business. In Asia, it expects plenty of growth to take place in the next two decades. The company is increasing its presence to capitalize onopportunities in the region. It also has growing exposure to Latin America, though Chubb is cautious in expanding in the region due to its volatility.The company’s loss ratio improved in the commercial segment, which is a positive development, and it benefited from a resilient portfolio. With a strong balance sheet, Chubb is in financially strong shape to consider merger and acquisition opportunities.Cisco Systems (CSCO)CiscoSystems(NASDAQ:CSCO) shares fell after the company posted weak quarterly results. It lost around 2% of orders from de-bookingorders from Russia. Conversely, its enterprise business grew by 37%. When it realizes revenue from its large customers, Cisco might post better results in future quarters.Chairman and CEO Chuck Robbins said in the earnings call that Cisco has no demand issues. It lowered its outlook because of a $200 million impact from Russia. In addition, the lockdown in Shanghai, China disrupted its supply chain. When supply returns, Cisco will receive the needed components to finish its products and complete the sales.In the last quarter, Cisco had strong pricing to offset lower sales. CFO Scott Herren said, “our pricing was up about 160 basis points in Q3.” In other words, customers are willing to pay more for Cisco’s products.Looking ahead, the component supply constraints will ease. The company may have excluded some of the sales rebound in its guidance. It also ended the quarter with over $15 billion in the product backlog. $2 billion of the backlog is in software, a higher-margin product.Cisco will likely post better revenue and margins in the upcoming quarter as those headwinds fade.Conagra Brands (CAG)Conagra Brands(NYSE:CAG) disappointed investors when it cut its profit guidance, citing inflation pressures. It posted revenue growthof 5.1% Y/Y to $2.91 billion. In the fourth quarter, it expects net sales to grow by 7% and earn 64 cents a share.In the fiscal 2022 year, Conagra expects an operating margin of around 14.5%. It previously guided 15.5%, but the slight decline should not be big enough to worry investors. Importantly, the company hedged 80% of itsmaterials for the fourth quarterand 40% overall for fiscal 2023, reducing volatility.Investors may wait for inflationary pressures to ease. Conagra may pass some of the higher costs to customers, and will rely on its strong brand to sustain demand strength.For example, three of its largest brands — Healthy Choice, Birds Eye and Slim Jim — increased market share and posted double-digit growth in the past quarter, despite price increases.Merck & Co (MRK)In the drug manufacturing sector,Merck(NYSE:MRK) has business plan that involves seeking buyout candidates. It is looking for solid biotech companies that have a potentially strong pipeline.And it’s not just about medicine for people. In the animal health business, Merck is also fostering its long-term value. It will grow the business beforeconsidering a spinoff.Merck’s blockbuster drug Keytruda hasmultiple indicators. It continues to expect growth for the drug in treating renal cell carcinoma. Initially, Merck expected 50% of its growth to come from adjuvant therapy. That is 30% of the U.S. business. It now expects this will represent one-quarter of its global businessin the year 2025.Merck’s Covid antiviral pill, molnupiravir, will also become a first-line defense in treating infected patients. Merck reported utilization by 500,000 patients around the world and had shipped 6.4 million courses at the end of the last quarter. As Covid reaches an endemic phase, the healthcare industry will rely on this pill to treat more patients.Prudential Financial (PRU)Prudential(NYSE:PRU) earned $3.17 per common sharein the last quarterwhich was down from $3.99 last year but still strong. Its investors withdrew $4.3 billion in the quarter due to a challenging quarter for fixed-income mutual fund demand. On the other hand, Prudential saw $300 million more in inflows into real estate and public fixed income.Looking at a wider timeframe, Prudential added $55 billion in inflows between 2017 and 2021. The outlook is normal when the stock markets are weakening.To get ahead of the tightening credit market, it issued$1 billion in hybrid debtbefore interest rates started rising. The added liquidity will give Prudential more room to manage its cash flow. For example, it made a capital contribution to its new reinsurance subsidiary. The extra capital will give the unit higher capital efficiency under tougher market conditions.Prudential has a strong balance sheet and could also pursue M&A if the opportunity arises.Qualcomm (QCOM)Qualcomm(NASDAQ:QCOM) is the leader in smartphone chips. It recently announced the release of theSnapdragon 8 Gen 1 mobile platform. The platform will support high-speed 5G on devices with 10 Gbps speeds. The system also offers what it calls “all-day power.” When you add in Wi-Fi 6 and 6E support, its newest chip will refresh its product portfolio and lead to higher sales.In the last quarter, Qualcomm posted revenue growingby 41.1% to $11.2 billion, and it earned $3.21 a share on a non-GAAP measure. In the third quarter, it expects revenue of up to $11.3 billion and non-GAAP EPS in the range of $2.75 to $2.95.Markets are both fickle and forgetful. Qualcomm posted its guidance at the end of April, tet markets dumped the stock alongside other high-flying technology stocks. Should market sentiment turn positive, investors will snap this bargain stock in droves.Late last year, Qualcomm announced a $10 billionstock buyback. QCOM stock declines should benefit the company as it buys the stock at discount prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027681785,"gmtCreate":1654036894247,"gmtModify":1676535380320,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027681785","repostId":"1179284805","repostType":4,"repost":{"id":"1179284805","pubTimestamp":1654008907,"share":"https://ttm.financial/m/news/1179284805?lang=&edition=fundamental","pubTime":"2022-05-31 22:55","market":"us","language":"en","title":"7 Safe Dividend Stocks With High Yields to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1179284805","media":"investorplace","summary":"Here are seven high-yield dividend stocks for investors looking to maximize their total return.Dow(D","content":"<html><head></head><body><ul><li>Here are seven high-yield dividend stocks for investors looking to maximize their total return.</li><li><b>Dow</b>(<b><u>DOW</u></b>): An undervalued stock that is up 17% in 2022 and has paid a dividend for 442 consecutive quarters.</li><li><b>Gilead Sciences</b>(<b><u>GILD</u></b>): With a robust pipeline and a secure dividend, investors have many opportunities for growth.</li><li><b>Chevron</b>(<b><u>CVX</u></b>): A reliable dividend will offset any revenue declines if demand for oil decreases.</li><li><b>Intel</b>(<b><u>INTC</u></b>): Slow, steady growth will keep Intel at the top of the semiconductor heap.</li><li><b>AT&amp;T</b>(<b><u>T</u></b>): Now that the WarnerMedia spinoff is complete, investors seem to like what they see which includes a dividend yield over 5%.</li><li><b>Energy Transfer</b>(<b><u>ET</u></b>): This relatively obscure energy stock is beginning to get the notice of yield-focused investors.</li><li><b>iShares Core High Dividend ETF</b>(<b><u>HDV</u></b>): An ETF that checks all the boxes in terms of the best sectors to be investing in right now.</li></ul><p><img src=\"https://static.tigerbbs.com/42a70f3f9b4bd1ed5334b5f93dc28c15\" tg-width=\"1600\" tg-height=\"900\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: iQoncept/shutterstock.com</p><p>The relative safety of dividend stocks makes them a compelling choice at any time. However, at times when many equities (and entire indexes) are posting negative growth, safe dividend stocks really shine. That’s because these stocks generate regular income that investors can reinvest. This boosts the total return of an investment.</p><p>Dividend stocks are usually stable companies with reliable earnings that they reinvest for the benefit of shareholders. In bullish times, this dividend can help to bring a stock’s total return on par with higher growth stocks. And in bearish times, this can help to mitigate losses.</p><p>One frequently referenced component of dividend stocks is the dividend yield. In general, a higher yield is better than a lower one. But there are other factors, such as the sector a company is in, that provide context for its yield. What many investors find more important is a company that has solid fundamentals that support the current dividend and offer an opportunity for the dividend to increase over time.</p><p>With that in mind here are seven safe dividend stocks with a high yield that can boost your total return.</p><table><tbody><tr><td><b><u>DOW</u></b></td><td>Dow Inc.</td><td>$68.51</td></tr><tr><td><b><u>GILD</u></b></td><td>Gilead Sciences, Inc.</td><td>$64.01</td></tr><tr><td><b><u>CVX</u></b></td><td>Chevron Corporation</td><td>$180.48</td></tr><tr><td><b><u>INTC</u></b></td><td>Intel Corporation</td><td>$43.84</td></tr><tr><td><b><u>T</u></b></td><td>AT&amp;T Inc.</td><td>$21.18</td></tr><tr><td><b><u>ET</u></b></td><td>Energy Transfer LP</td><td>$11.76</td></tr><tr><td><b><u>HDV</u></b></td><td>iShares Core High Dividend ETF</td><td>$108.81</td></tr></tbody></table><p></p><h2>Safe Dividend Stocks to Buy Now: Dow (DOW)<img src=\"https://static.tigerbbs.com/e7d86a60decc33d3a30d5d67d1ae5077\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>The first of the safe dividend stocks to consider is <b>Dow</b>(NYSE:<b><u>DOW</u></b>). The stock price for the Michigan-based company is up 22% in 2022. And the stock has held those gains in May while the broader market is undergoing a correction. Plus, by many fundamental metrics including price-to-earnings (P/E), forward P/E and Price-to-Earnings for Growth (PEG), DOW stock looks undervalued.</p><p>In its first-quarter earnings report, the company reported28% year-over-year revenue growththat was spread across all of its verticals. This was despite some concern that the company would be weakened by itsexposure to Russia.</p><p>Currently, the company pays an annual dividend of $2.80 that calculates to a dividend yield of 4.13%. That’s more than twice the sector average. And if safety is your primary concern, it doesn’t get much safer than a company that has paid a dividend for 442 consecutive quarters.</p><h2>Gilead Sciences (GILD)<img src=\"https://static.tigerbbs.com/9e45b744334885988b7a2aeedeb3a9eb\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>In the last two years,<b>Gilead Sciences</b>(NASDAQ:<b><u>GILD</u></b>) has shown volatility that is inherent in the biopharmaceutical industry. For example, in the early days of the pandemic, GILD stock soared because its existing drug, remdesivir, was found to have some effectiveness in treating Covid-19. However, as vaccines became available, the stock was left behind.</p><p>In fact, the stock is down about 11% in 2022. And the consensus opinion of analysts is that GILD stock will essentially make up its lost gains and no more.</p><p>That’s where a reliable dividend comes in. And Gilead has an annual dividend of $2.92, meaning a dividend yield of 4.51%. Plus, the company has been increasing its dividend for each of the last seven years.</p><p>Plus, Gilead has a range of drugs including arobust pipelinethat are used in treatment of ailments ranging from HIV, hepatitis and cancer. This means it will have many bites at the apple.</p><h2>Safe Dividend Stocks to Buy Now: Chevron (CVX)<img src=\"https://static.tigerbbs.com/3437a741081e9716c2602d32b4fbff5e\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>If you’re looking at safe dividend stocks, the energy sector — particularly the oil and gas sector, is a good place to start. Stocks like<b>Chevron</b>(NYSE:<b><u>CVX</u></b>) are cyclical in terms of their price movement. However, many of these companies have solid fundamentals that allow them to pay a dividend in any economic climate. So whether your concern is inflation or recession or both, Chevron looks like a solid choice.</p><p>CVX stock is up 52% in 2022. This is the outlier from the last five years in which the stock had not done that much prior to the beginning of the pandemic. And while the company’s growth is still expected to decline on a year-over-year basis for the next five years, it’s likely to remain at or above 2021 levels.</p><p>Plus, the company pays out a $5.68 annual dividend which calculates to a 3.19% dividend yield. The company has increased its dividend in each of its last 35 years.</p><h2>Intel (INTC)<img src=\"https://static.tigerbbs.com/04dd54cc7cb2ab1d39983f2b02314f4c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>Semiconductor stocks were among the biggest winners during the pandemic.<b>Intel</b>(NASDAQ:<b><u>INTC</u></b>) didn’t enjoy as robust of a gain as many of its competitors. That isn’t because of any fundamental weakness in the company. And as investors are finding out, that may be a benefit. The stock is “only” down 14% in 2022. That’s a bit better than some of the other stocks in the sector. And analysts give the stock a 16% upside from its current price.</p><p>From a fundamental standpoint, Intel looks to be a bit undervalued. Its earnings growth may be at lower levels than prior to the pandemic, but the growth should be more than sufficient to cover its dividend. And right now that dividend pays out $1.46 on an annual basis and yields 3.28%. The company has increased its dividend in each of the last eight years.</p><h2>Safe Dividend Stocks to Buy Now: AT&amp;T (T)<img src=\"https://static.tigerbbs.com/a03111134081f293056d1598bdc1098d\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>Is the worst over for<b>AT&amp;T</b>(NYSE:<b><u>T</u></b>)? It appears that it may be. The company’s stock was under pressure when it completed its spinoff of its WarnerMedia unit. Conventional wisdom was that many investors would flee from T stock after it cut its dividend in half. However, as of this writing, the stock still has a dividend yield above 5%.</p><p>This leaves investors free to start looking at the overall narrative for T stock. And with the stock up 12% in the last month, investors may like what they see. It starts with the company’s focus on 5G. Investors may also be encouraged by the amount of cash the WarnerMedia sale put on the company’s balance sheet. Money that can be applied to the debt on its balance sheet.</p><h2>Energy Transfer (ET)<img src=\"https://static.tigerbbs.com/f7a0e36dd4013d29d51edd062264a22a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>The next of the safe dividend stocks on this list is the one with the highest dividend yield. As of this writing,<b>Energy Transfer</b>(NYSE:<b><u>ET</u></b>) has a dividend yield of 6.87%. Some of this has to do with the fact that the company is a master limited partnership. As such, it is able to pass along most of its free cash flow as tax-deferred distributions to investors, often in the form of a dividend.</p><p>Energy Transfer already has a long history of developing infrastructure projects and plans to spend over $2 billion in 2002 to expand its network. Energy Transfer is an undervalued stock in the energy sector. However, with73% year-over-year revenue growth, the stock is beginning to draw the attention of investors. In fact, ET stock is up 43% for the year. However, analysts believe there is still an approximate 31% upside for the stock.</p><h2>Safe Dividend Stocks to Buy Now: iShares Core High Dividend ETF (HDV)<img src=\"https://static.tigerbbs.com/391dcbaa72fe9817e00b4610a3fc96ee\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>When it comes to safe dividend stocks, an exchange-traded fund (ETF) that focuses on high-yield dividend stocks makes a lot of sense. Investors have many choices, but for the purposes of this article, one to consider is the<b>iShares Core High Dividend ETF</b>(NYSEARCA:<b><u>HDV</u></b>).</p><p>This fund focuses on developed markets in North America. At the time of this writing, the three sectors with the heaviest weighting in the fund are health care, energy, and consumer staples. So it’s no surprise that<b>Exxon Mobil</b>(NYSE:<b><u>XOM</u></b>),<b>AbbVie</b>(NYSE:<b><u>ABBV</u></b>) and<b>Johnson &amp; Johnson</b>(NYSE:<b><u>JNJ</u></b>) were the top three holdings (by percentage) in the fund as of April 30, 2022.</p><p>The overall dividend yield for the fund is 3.28% and it features a very low net expense ratio of just 0.08%.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Safe Dividend Stocks With High Yields to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Safe Dividend Stocks With High Yields to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-31 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/7-safe-dividend-stocks-with-high-yields-to-buy-now/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are seven high-yield dividend stocks for investors looking to maximize their total return.Dow(DOW): An undervalued stock that is up 17% in 2022 and has paid a dividend for 442 consecutive ...</p>\n\n<a href=\"https://investorplace.com/2022/05/7-safe-dividend-stocks-with-high-yields-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙","HDV":"iShares High Dividend Equity Fun","GILD":"吉利德科学","DOW":"陶氏化学","INTC":"英特尔","T":"美国电话电报","ET":"Energy Transfer LP"},"source_url":"https://investorplace.com/2022/05/7-safe-dividend-stocks-with-high-yields-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179284805","content_text":"Here are seven high-yield dividend stocks for investors looking to maximize their total return.Dow(DOW): An undervalued stock that is up 17% in 2022 and has paid a dividend for 442 consecutive quarters.Gilead Sciences(GILD): With a robust pipeline and a secure dividend, investors have many opportunities for growth.Chevron(CVX): A reliable dividend will offset any revenue declines if demand for oil decreases.Intel(INTC): Slow, steady growth will keep Intel at the top of the semiconductor heap.AT&T(T): Now that the WarnerMedia spinoff is complete, investors seem to like what they see which includes a dividend yield over 5%.Energy Transfer(ET): This relatively obscure energy stock is beginning to get the notice of yield-focused investors.iShares Core High Dividend ETF(HDV): An ETF that checks all the boxes in terms of the best sectors to be investing in right now.Source: iQoncept/shutterstock.comThe relative safety of dividend stocks makes them a compelling choice at any time. However, at times when many equities (and entire indexes) are posting negative growth, safe dividend stocks really shine. That’s because these stocks generate regular income that investors can reinvest. This boosts the total return of an investment.Dividend stocks are usually stable companies with reliable earnings that they reinvest for the benefit of shareholders. In bullish times, this dividend can help to bring a stock’s total return on par with higher growth stocks. And in bearish times, this can help to mitigate losses.One frequently referenced component of dividend stocks is the dividend yield. In general, a higher yield is better than a lower one. But there are other factors, such as the sector a company is in, that provide context for its yield. What many investors find more important is a company that has solid fundamentals that support the current dividend and offer an opportunity for the dividend to increase over time.With that in mind here are seven safe dividend stocks with a high yield that can boost your total return.DOWDow Inc.$68.51GILDGilead Sciences, Inc.$64.01CVXChevron Corporation$180.48INTCIntel Corporation$43.84TAT&T Inc.$21.18ETEnergy Transfer LP$11.76HDViShares Core High Dividend ETF$108.81Safe Dividend Stocks to Buy Now: Dow (DOW)The first of the safe dividend stocks to consider is Dow(NYSE:DOW). The stock price for the Michigan-based company is up 22% in 2022. And the stock has held those gains in May while the broader market is undergoing a correction. Plus, by many fundamental metrics including price-to-earnings (P/E), forward P/E and Price-to-Earnings for Growth (PEG), DOW stock looks undervalued.In its first-quarter earnings report, the company reported28% year-over-year revenue growththat was spread across all of its verticals. This was despite some concern that the company would be weakened by itsexposure to Russia.Currently, the company pays an annual dividend of $2.80 that calculates to a dividend yield of 4.13%. That’s more than twice the sector average. And if safety is your primary concern, it doesn’t get much safer than a company that has paid a dividend for 442 consecutive quarters.Gilead Sciences (GILD)In the last two years,Gilead Sciences(NASDAQ:GILD) has shown volatility that is inherent in the biopharmaceutical industry. For example, in the early days of the pandemic, GILD stock soared because its existing drug, remdesivir, was found to have some effectiveness in treating Covid-19. However, as vaccines became available, the stock was left behind.In fact, the stock is down about 11% in 2022. And the consensus opinion of analysts is that GILD stock will essentially make up its lost gains and no more.That’s where a reliable dividend comes in. And Gilead has an annual dividend of $2.92, meaning a dividend yield of 4.51%. Plus, the company has been increasing its dividend for each of the last seven years.Plus, Gilead has a range of drugs including arobust pipelinethat are used in treatment of ailments ranging from HIV, hepatitis and cancer. This means it will have many bites at the apple.Safe Dividend Stocks to Buy Now: Chevron (CVX)If you’re looking at safe dividend stocks, the energy sector — particularly the oil and gas sector, is a good place to start. Stocks likeChevron(NYSE:CVX) are cyclical in terms of their price movement. However, many of these companies have solid fundamentals that allow them to pay a dividend in any economic climate. So whether your concern is inflation or recession or both, Chevron looks like a solid choice.CVX stock is up 52% in 2022. This is the outlier from the last five years in which the stock had not done that much prior to the beginning of the pandemic. And while the company’s growth is still expected to decline on a year-over-year basis for the next five years, it’s likely to remain at or above 2021 levels.Plus, the company pays out a $5.68 annual dividend which calculates to a 3.19% dividend yield. The company has increased its dividend in each of its last 35 years.Intel (INTC)Semiconductor stocks were among the biggest winners during the pandemic.Intel(NASDAQ:INTC) didn’t enjoy as robust of a gain as many of its competitors. That isn’t because of any fundamental weakness in the company. And as investors are finding out, that may be a benefit. The stock is “only” down 14% in 2022. That’s a bit better than some of the other stocks in the sector. And analysts give the stock a 16% upside from its current price.From a fundamental standpoint, Intel looks to be a bit undervalued. Its earnings growth may be at lower levels than prior to the pandemic, but the growth should be more than sufficient to cover its dividend. And right now that dividend pays out $1.46 on an annual basis and yields 3.28%. The company has increased its dividend in each of the last eight years.Safe Dividend Stocks to Buy Now: AT&T (T)Is the worst over forAT&T(NYSE:T)? It appears that it may be. The company’s stock was under pressure when it completed its spinoff of its WarnerMedia unit. Conventional wisdom was that many investors would flee from T stock after it cut its dividend in half. However, as of this writing, the stock still has a dividend yield above 5%.This leaves investors free to start looking at the overall narrative for T stock. And with the stock up 12% in the last month, investors may like what they see. It starts with the company’s focus on 5G. Investors may also be encouraged by the amount of cash the WarnerMedia sale put on the company’s balance sheet. Money that can be applied to the debt on its balance sheet.Energy Transfer (ET)The next of the safe dividend stocks on this list is the one with the highest dividend yield. As of this writing,Energy Transfer(NYSE:ET) has a dividend yield of 6.87%. Some of this has to do with the fact that the company is a master limited partnership. As such, it is able to pass along most of its free cash flow as tax-deferred distributions to investors, often in the form of a dividend.Energy Transfer already has a long history of developing infrastructure projects and plans to spend over $2 billion in 2002 to expand its network. Energy Transfer is an undervalued stock in the energy sector. However, with73% year-over-year revenue growth, the stock is beginning to draw the attention of investors. In fact, ET stock is up 43% for the year. However, analysts believe there is still an approximate 31% upside for the stock.Safe Dividend Stocks to Buy Now: iShares Core High Dividend ETF (HDV)When it comes to safe dividend stocks, an exchange-traded fund (ETF) that focuses on high-yield dividend stocks makes a lot of sense. Investors have many choices, but for the purposes of this article, one to consider is theiShares Core High Dividend ETF(NYSEARCA:HDV).This fund focuses on developed markets in North America. At the time of this writing, the three sectors with the heaviest weighting in the fund are health care, energy, and consumer staples. So it’s no surprise thatExxon Mobil(NYSE:XOM),AbbVie(NYSE:ABBV) andJohnson & Johnson(NYSE:JNJ) were the top three holdings (by percentage) in the fund as of April 30, 2022.The overall dividend yield for the fund is 3.28% and it features a very low net expense ratio of just 0.08%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024742243,"gmtCreate":1653948918482,"gmtModify":1676535364638,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024742243","repostId":"2239151510","repostType":4,"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024870815,"gmtCreate":1653863966537,"gmtModify":1676535350996,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024870815","repostId":"2238673517","repostType":4,"repost":{"id":"2238673517","pubTimestamp":1653822933,"share":"https://ttm.financial/m/news/2238673517?lang=&edition=fundamental","pubTime":"2022-05-29 19:15","market":"us","language":"en","title":"Alphabet, Facebook, and 4 More Bargain Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2238673517","media":"Barron's","summary":"When the stock market gets pounded, bargains abound -- or so it seems. But in a bear market, the key","content":"<html><head></head><body><p>When the stock market gets pounded, bargains abound -- or so it seems. But in a bear market, the key to investing success is separating the thoughtlessly discarded from the overpriced junk.</p><p>With about two-thirds of the stocks in the S&amp;P 500 down more than 20% from their all-time highs and the index itself down 15%, many stocks are on sale. Investors have their pick of nearly every sector, from tech and communication services to consumer staples and discretionary.</p><p>But the stock market isn&#39;t like a clothing store, where bargains are happily scooped up, even if not all of them will look as good when you get home. Instead, when stocks are falling, many investors find it difficult to pull the trigger, fearful they&#39;ll pick a dud that only adds to the pain that&#39;s already afflicting their portfolios. But there are opportunities amid the rubble.</p><p>&#34;The chaos has created a handful of buying opportunities,&#34; says Andy Kapyrin, co-chief investment officer at RegentAtlantic, a New Jersey--based wealth management firm. &#34;It&#39;s worth wading into the chaos.&#34;</p><p>Bear markets always seem to expose stocks with lofty valuations, bad accounting, and weak earnings, among other issues. And it&#39;s never enough just to scan the market for stocks trading at the low end of their valuation ranges -- a stock&#39;s price/earnings ratio alone isn&#39;t a sign that it&#39;s truly cheap.</p><p>&#34;The first step is to ask if the stock is as cheap as it looks,&#34; says Chris Senyek, chief investment strategist at Wolfe Research. The second &#34;is to look at the durability of the earnings.&#34;</p><p>It isn&#39;t easy. Jim Rocchio, co-founder of Kailash Concepts Research <a href=\"https://laohu8.com/S/KCR.UK\">$(KCR.UK)$</a>, says his team analyzes factors like return on equity and the differences between reported, actual, and cash profits, as well as other metrics. The point is to find high-quality companies that trade at reasonable valuations.</p><p>Here are six stocks that fit the bill.</p><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></p><p>Google parent Alphabet (GOOGL) has dropped some 26% in 2022, 11 percentage points more than the S&amp;P 500&#39;s 15% decline. But that drop has done wonders for the stock&#39;s valuation, which has fallen to 18.6 times 12-month forward earnings, down from more than 25 times at the start of the year. Yet little has changed for Alphabet, and the future still looks bright. Sales and earnings are expected to grow 15% and 19% in 2023 compared with 2022, respectively. Google is still dominant in internet search and ad sales, and it&#39;s still a cash-flow machine. Alphabet generated $67 billion in free cash flow in 2021, and is expected to produce about $339 billion between 2023 and 2025. As they say, follow the money.</p><p><a href=\"https://laohu8.com/S/LRCX\">Lam Research</a></p><p>You&#39;d think the current chip shortage would be good for Lam Research <a href=\"https://laohu8.com/S/LRCX\">$(LRCX)$</a>, which manufactures the equipment that produces semiconductor chips. Instead, Lam&#39;s stock has tumbled 29% this year, as it has suffered through supply constraints of its own, not to mention higher costs. Still, Lam stock trades at just 14 times its 12-month forward earnings. That&#39;s a discount to its own five-year average of 14.8 times and S&amp;P 500&#39;s 17.4 times. Despite the discount, sales and earnings are expected to grow 7% and 10%, respectively, in calendar year 2023, and free cash flow should hit $5.1 billion. What&#39;s more, Senyek&#39;s work at Wolfe Research and KCR&#39;s analysis both show that its accounting is solid. Investors are getting what they pay for.</p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></p><p>There are lots of things to dislike about Facebook parent Meta Platforms (FB), whose stock has slumped 43% this year. The social-media company&#39;s sales fell well short of Wall Street expectations due to changes at Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and competition from TikTok. Meta will be spending a ton of cash to build the metaverse and live up to its name. Meta&#39;s sales are expected to grow by about 16% in 2023, and it should generate about $31 billion in free cash flow. Meta stock now trades at just 15.7 times its 12-month forward earnings, a discount to the S&amp;P 500. &#34;Facebook at a discount to the market?&#34; says RegentAtlantic&#39;s Kapyrin. &#34;That&#39;s a value stock by most people&#39;s definition.&#34;</p><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></p><p>Micron Technology <a href=\"https://laohu8.com/S/MU\">$(MU)$</a>, which manufactures memory chips for electronic devices, is almost always cheap. But after dropping 24% in 2022, the stock is really cheap. Micron trades at just 6.2 times earnings, below its five-year average of 8.9 times. That&#39;s a reflection of Micron&#39;s (and memory chips&#39;) cyclical nature, though now the business looks like it&#39;s hitting an upcycle, with sales and earnings expected to grow by 16% and 24%, respectively, in calendar 2023. What&#39;s more, the company is a very consistent generator of free cash flow -- it had $3.4 billion in 2021, and is expected to generate another $8.8 billion and $10.6 billion in the calendar years of 2023 and 2024, respectively.</p><p><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></p><p>Netflix&#39;s <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> Covid-19 bubble has popped -- and the stock has deflated in a rush. Shares are down 68% in 2022, about half of what they were at the beginning of the pandemic, in March 2020. Video-streaming competition has grown and taken a bite out Netflix&#39;s subscriber growth; the company recently experienced its first subscriber decline since 2011. Now, though, Netflix looks like it could be a value-investing situation. The stock trades for 17.9 times its 12-month forward earnings, below its five-year average of 67.7 times and slightly more than the S&amp;P 500. That&#39;s inexpensive &#34;for a company with higher profit margins, a brighter future, and less debt&#34; than the average stock, says RegentAtlantic&#39;s Kapyrin.</p><p><a href=\"https://laohu8.com/S/TER\">Teradyne</a></p><p>Shares of Teradyne <a href=\"https://laohu8.com/S/TER\">$(TER)$</a>, which makes test equipment for the semiconductor industry as well as robots for industrial automation, are down about 36% year to date, with more than half of that plunge coming in <a href=\"https://laohu8.com/S/AONE.U\">one</a> day after the company gave disappointing sales guidance. The guidance, however, wasn&#39;t due to a lack of demand, but to a delay in technology development. Teradyne still expects to make about $8 a share in 2024, and the stock right now is trading at 20 times 12-month forward earnings. What&#39;s more, adjusted earnings estimates and estimates based on generally accepted accounting principles, or GAAP, are small. Teradyne has some of the cleanest financials in the S&amp;P 500, according to KCR.</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet, Facebook, and 4 More Bargain Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet, Facebook, and 4 More Bargain Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-29 19:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-to-buy-now-alphabet-facebook-netflix-bargains-51653668705?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When the stock market gets pounded, bargains abound -- or so it seems. But in a bear market, the key to investing success is separating the thoughtlessly discarded from the overpriced junk.With about ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-to-buy-now-alphabet-facebook-netflix-bargains-51653668705?mod=hp_LEAD_1\">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.","GOOG":"谷歌","NFLX":"奈飞","LRCX":"拉姆研究","GOOGL":"谷歌A","MU":"美光科技"},"source_url":"https://www.barrons.com/articles/stocks-to-buy-now-alphabet-facebook-netflix-bargains-51653668705?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238673517","content_text":"When the stock market gets pounded, bargains abound -- or so it seems. But in a bear market, the key to investing success is separating the thoughtlessly discarded from the overpriced junk.With about two-thirds of the stocks in the S&P 500 down more than 20% from their all-time highs and the index itself down 15%, many stocks are on sale. Investors have their pick of nearly every sector, from tech and communication services to consumer staples and discretionary.But the stock market isn't like a clothing store, where bargains are happily scooped up, even if not all of them will look as good when you get home. Instead, when stocks are falling, many investors find it difficult to pull the trigger, fearful they'll pick a dud that only adds to the pain that's already afflicting their portfolios. But there are opportunities amid the rubble.\"The chaos has created a handful of buying opportunities,\" says Andy Kapyrin, co-chief investment officer at RegentAtlantic, a New Jersey--based wealth management firm. \"It's worth wading into the chaos.\"Bear markets always seem to expose stocks with lofty valuations, bad accounting, and weak earnings, among other issues. And it's never enough just to scan the market for stocks trading at the low end of their valuation ranges -- a stock's price/earnings ratio alone isn't a sign that it's truly cheap.\"The first step is to ask if the stock is as cheap as it looks,\" says Chris Senyek, chief investment strategist at Wolfe Research. The second \"is to look at the durability of the earnings.\"It isn't easy. Jim Rocchio, co-founder of Kailash Concepts Research $(KCR.UK)$, says his team analyzes factors like return on equity and the differences between reported, actual, and cash profits, as well as other metrics. The point is to find high-quality companies that trade at reasonable valuations.Here are six stocks that fit the bill.AlphabetGoogle parent Alphabet (GOOGL) has dropped some 26% in 2022, 11 percentage points more than the S&P 500's 15% decline. But that drop has done wonders for the stock's valuation, which has fallen to 18.6 times 12-month forward earnings, down from more than 25 times at the start of the year. Yet little has changed for Alphabet, and the future still looks bright. Sales and earnings are expected to grow 15% and 19% in 2023 compared with 2022, respectively. Google is still dominant in internet search and ad sales, and it's still a cash-flow machine. Alphabet generated $67 billion in free cash flow in 2021, and is expected to produce about $339 billion between 2023 and 2025. As they say, follow the money.Lam ResearchYou'd think the current chip shortage would be good for Lam Research $(LRCX)$, which manufactures the equipment that produces semiconductor chips. Instead, Lam's stock has tumbled 29% this year, as it has suffered through supply constraints of its own, not to mention higher costs. Still, Lam stock trades at just 14 times its 12-month forward earnings. That's a discount to its own five-year average of 14.8 times and S&P 500's 17.4 times. Despite the discount, sales and earnings are expected to grow 7% and 10%, respectively, in calendar year 2023, and free cash flow should hit $5.1 billion. What's more, Senyek's work at Wolfe Research and KCR's analysis both show that its accounting is solid. Investors are getting what they pay for.Meta PlatformsThere are lots of things to dislike about Facebook parent Meta Platforms (FB), whose stock has slumped 43% this year. The social-media company's sales fell well short of Wall Street expectations due to changes at Apple $(AAPL)$ and competition from TikTok. Meta will be spending a ton of cash to build the metaverse and live up to its name. Meta's sales are expected to grow by about 16% in 2023, and it should generate about $31 billion in free cash flow. Meta stock now trades at just 15.7 times its 12-month forward earnings, a discount to the S&P 500. \"Facebook at a discount to the market?\" says RegentAtlantic's Kapyrin. \"That's a value stock by most people's definition.\"Micron TechnologyMicron Technology $(MU)$, which manufactures memory chips for electronic devices, is almost always cheap. But after dropping 24% in 2022, the stock is really cheap. Micron trades at just 6.2 times earnings, below its five-year average of 8.9 times. That's a reflection of Micron's (and memory chips') cyclical nature, though now the business looks like it's hitting an upcycle, with sales and earnings expected to grow by 16% and 24%, respectively, in calendar 2023. What's more, the company is a very consistent generator of free cash flow -- it had $3.4 billion in 2021, and is expected to generate another $8.8 billion and $10.6 billion in the calendar years of 2023 and 2024, respectively.NetflixNetflix's $(NFLX)$ Covid-19 bubble has popped -- and the stock has deflated in a rush. Shares are down 68% in 2022, about half of what they were at the beginning of the pandemic, in March 2020. Video-streaming competition has grown and taken a bite out Netflix's subscriber growth; the company recently experienced its first subscriber decline since 2011. Now, though, Netflix looks like it could be a value-investing situation. The stock trades for 17.9 times its 12-month forward earnings, below its five-year average of 67.7 times and slightly more than the S&P 500. That's inexpensive \"for a company with higher profit margins, a brighter future, and less debt\" than the average stock, says RegentAtlantic's Kapyrin.TeradyneShares of Teradyne $(TER)$, which makes test equipment for the semiconductor industry as well as robots for industrial automation, are down about 36% year to date, with more than half of that plunge coming in one day after the company gave disappointing sales guidance. The guidance, however, wasn't due to a lack of demand, but to a delay in technology development. Teradyne still expects to make about $8 a share in 2024, and the stock right now is trading at 20 times 12-month forward earnings. What's more, adjusted earnings estimates and estimates based on generally accepted accounting principles, or GAAP, are small. Teradyne has some of the cleanest financials in the S&P 500, according to KCR.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024065966,"gmtCreate":1653781805755,"gmtModify":1676535338971,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024065966","repostId":"2238620538","repostType":4,"repost":{"id":"2238620538","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":1653701195,"share":"https://ttm.financial/m/news/2238620538?lang=&edition=fundamental","pubTime":"2022-05-28 09:26","market":"us","language":"en","title":"Cooling U.S. Inflation Builds Case for September Slowdown in Fed Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=2238620538","media":"Reuters","summary":"(Reuters) - Evidence U.S. inflation is cooling will not budge Federal Reserve policymakers from half","content":"<html><head></head><body><p>(Reuters) - Evidence U.S. inflation is cooling will not budge Federal Reserve policymakers from half-point interest rate hikes planned for upcoming meetings in June and July, but may prompt a shift to smaller rate hikes come September if the trend continues.</p><p>A U.S. Commerce Department report on Friday showed the personal consumption expenditures (PCE) price index rose 6.3% in April from a year earlier.</p><p>That is still more than three times the Fed&#39;s 2% target.</p><p>While prices are still rising, the pace of the rise has slowed versus the previous month. April&#39;s PCE reading marked the first deceleration in the measure since November 2020.</p><p>The core PCE index, which strips out food and energy prices to give a clearer read of more persistent price pressures, rose 4.9% - again, far too high for comfort, but marking a second straight month of moderation from what may have been a peak in February of 5.3%.</p><p>The decline in core inflation is particularly good news for the central bank, along with fresh evidence that household spending continues to grow despite still fast-rising prices. Friday&#39;s report showed consumer spending rose 0.9% last month.</p><p>&#34;While inflation levels in the 4% range are still too high for the Fed, we are seeing movement in the right direction,&#34; Nationwide Economist Dan Hadden wrote in a note. As long as inflation continues to stabilize or moderate, &#34;it will likely give the (Fed) more flexibility later this year.”</p><p>The Fed has lifted interest rates three-quarters of a percentage point so far this year, and most policymakers expect to deliver a couple more half-a-percentage-point rate hikes, recent public comments and a record of their May meeting show.</p><p>That would bring overnight bank-to-bank borrowing costs to a range of 1.75%-2% by the end of July. Anticipation of those rate hikes already appears to be taking a bite out of demand in the housing market, where prices have soared but sharp increases in mortgage rates helped push down home sales for a sixth straight month in April.</p><p>That softening suggests price increases will also moderate in months ahead and, says Comerica&#39;s Bill Adams, will start to show up in slower inflation readings late this year or in early 2023.</p><p>Already at the Fed&#39;s May meeting, “a number&#34; of policymakers thought &#34;monthly data might suggest that overall price pressures may no longer be worsening.”</p><p>The broad hope at the Fed is to get through this era of price shocks and uncertainty with, at worst, a slowdown in the pace of growth, rather than an out-and-out recession that causes a dramatic rise in unemployment.</p><p>&#34;Amid rising pessimism about the state of the US consumer, today&#39;s report provides some reassurance that the main pillar of the economy is still standing strong in the face of historic inflation and rising borrowing costs,&#34; Oxford Economics&#39; Lydia Boussour wrote on Friday.</p><p>U.S. equity markets, which have fallen fast in recent weeks as investors took stock of how the Fed&#39;s monetary shift might slow the economy, rose on Friday following the inflation data and hope that the Fed&#39;s quest for a &#34;soft landing&#34; might still be in reach.</p><p>Traders of futures contracts tied to the Fed&#39;s policy rate kept bets that the central bank will downshift to quarter-point rate hikes in September.</p><p>For that to come to pass the rest of the world will need to cooperate.</p><p>The impact of the Ukraine war on world commodity prices and the ongoing coronavirus lockdowns in China are two major risks fully beyond the Fed’s control.</p><p>Fed policymakers also say they are watching inflation expectations closely for signs that current high inflation are getting entrenched into American household and business psychology. Recent data suggests those risks too are at the least not getting worse.</p><p>Fed staff, meanwhile, continue to see headline PCE inflation moderating to 4.3% by the end of the year and to 2.5% by the end of next year as a “historically large” tightening of financial conditions was felt throughout the economy, the Fed meeting minutes this week showed.</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>Cooling U.S. Inflation Builds Case for September Slowdown in Fed Rate Hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nCooling U.S. Inflation Builds Case for September Slowdown in Fed Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-05-28 09:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Evidence U.S. inflation is cooling will not budge Federal Reserve policymakers from half-point interest rate hikes planned for upcoming meetings in June and July, but may prompt a shift to smaller rate hikes come September if the trend continues.</p><p>A U.S. Commerce Department report on Friday showed the personal consumption expenditures (PCE) price index rose 6.3% in April from a year earlier.</p><p>That is still more than three times the Fed&#39;s 2% target.</p><p>While prices are still rising, the pace of the rise has slowed versus the previous month. April&#39;s PCE reading marked the first deceleration in the measure since November 2020.</p><p>The core PCE index, which strips out food and energy prices to give a clearer read of more persistent price pressures, rose 4.9% - again, far too high for comfort, but marking a second straight month of moderation from what may have been a peak in February of 5.3%.</p><p>The decline in core inflation is particularly good news for the central bank, along with fresh evidence that household spending continues to grow despite still fast-rising prices. Friday&#39;s report showed consumer spending rose 0.9% last month.</p><p>&#34;While inflation levels in the 4% range are still too high for the Fed, we are seeing movement in the right direction,&#34; Nationwide Economist Dan Hadden wrote in a note. As long as inflation continues to stabilize or moderate, &#34;it will likely give the (Fed) more flexibility later this year.”</p><p>The Fed has lifted interest rates three-quarters of a percentage point so far this year, and most policymakers expect to deliver a couple more half-a-percentage-point rate hikes, recent public comments and a record of their May meeting show.</p><p>That would bring overnight bank-to-bank borrowing costs to a range of 1.75%-2% by the end of July. Anticipation of those rate hikes already appears to be taking a bite out of demand in the housing market, where prices have soared but sharp increases in mortgage rates helped push down home sales for a sixth straight month in April.</p><p>That softening suggests price increases will also moderate in months ahead and, says Comerica&#39;s Bill Adams, will start to show up in slower inflation readings late this year or in early 2023.</p><p>Already at the Fed&#39;s May meeting, “a number&#34; of policymakers thought &#34;monthly data might suggest that overall price pressures may no longer be worsening.”</p><p>The broad hope at the Fed is to get through this era of price shocks and uncertainty with, at worst, a slowdown in the pace of growth, rather than an out-and-out recession that causes a dramatic rise in unemployment.</p><p>&#34;Amid rising pessimism about the state of the US consumer, today&#39;s report provides some reassurance that the main pillar of the economy is still standing strong in the face of historic inflation and rising borrowing costs,&#34; Oxford Economics&#39; Lydia Boussour wrote on Friday.</p><p>U.S. equity markets, which have fallen fast in recent weeks as investors took stock of how the Fed&#39;s monetary shift might slow the economy, rose on Friday following the inflation data and hope that the Fed&#39;s quest for a &#34;soft landing&#34; might still be in reach.</p><p>Traders of futures contracts tied to the Fed&#39;s policy rate kept bets that the central bank will downshift to quarter-point rate hikes in September.</p><p>For that to come to pass the rest of the world will need to cooperate.</p><p>The impact of the Ukraine war on world commodity prices and the ongoing coronavirus lockdowns in China are two major risks fully beyond the Fed’s control.</p><p>Fed policymakers also say they are watching inflation expectations closely for signs that current high inflation are getting entrenched into American household and business psychology. Recent data suggests those risks too are at the least not getting worse.</p><p>Fed staff, meanwhile, continue to see headline PCE inflation moderating to 4.3% by the end of the year and to 2.5% by the end of next year as a “historically large” tightening of financial conditions was felt throughout the economy, the Fed meeting minutes this week showed.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238620538","content_text":"(Reuters) - Evidence U.S. inflation is cooling will not budge Federal Reserve policymakers from half-point interest rate hikes planned for upcoming meetings in June and July, but may prompt a shift to smaller rate hikes come September if the trend continues.A U.S. Commerce Department report on Friday showed the personal consumption expenditures (PCE) price index rose 6.3% in April from a year earlier.That is still more than three times the Fed's 2% target.While prices are still rising, the pace of the rise has slowed versus the previous month. April's PCE reading marked the first deceleration in the measure since November 2020.The core PCE index, which strips out food and energy prices to give a clearer read of more persistent price pressures, rose 4.9% - again, far too high for comfort, but marking a second straight month of moderation from what may have been a peak in February of 5.3%.The decline in core inflation is particularly good news for the central bank, along with fresh evidence that household spending continues to grow despite still fast-rising prices. Friday's report showed consumer spending rose 0.9% last month.\"While inflation levels in the 4% range are still too high for the Fed, we are seeing movement in the right direction,\" Nationwide Economist Dan Hadden wrote in a note. As long as inflation continues to stabilize or moderate, \"it will likely give the (Fed) more flexibility later this year.”The Fed has lifted interest rates three-quarters of a percentage point so far this year, and most policymakers expect to deliver a couple more half-a-percentage-point rate hikes, recent public comments and a record of their May meeting show.That would bring overnight bank-to-bank borrowing costs to a range of 1.75%-2% by the end of July. Anticipation of those rate hikes already appears to be taking a bite out of demand in the housing market, where prices have soared but sharp increases in mortgage rates helped push down home sales for a sixth straight month in April.That softening suggests price increases will also moderate in months ahead and, says Comerica's Bill Adams, will start to show up in slower inflation readings late this year or in early 2023.Already at the Fed's May meeting, “a number\" of policymakers thought \"monthly data might suggest that overall price pressures may no longer be worsening.”The broad hope at the Fed is to get through this era of price shocks and uncertainty with, at worst, a slowdown in the pace of growth, rather than an out-and-out recession that causes a dramatic rise in unemployment.\"Amid rising pessimism about the state of the US consumer, today's report provides some reassurance that the main pillar of the economy is still standing strong in the face of historic inflation and rising borrowing costs,\" Oxford Economics' Lydia Boussour wrote on Friday.U.S. equity markets, which have fallen fast in recent weeks as investors took stock of how the Fed's monetary shift might slow the economy, rose on Friday following the inflation data and hope that the Fed's quest for a \"soft landing\" might still be in reach.Traders of futures contracts tied to the Fed's policy rate kept bets that the central bank will downshift to quarter-point rate hikes in September.For that to come to pass the rest of the world will need to cooperate.The impact of the Ukraine war on world commodity prices and the ongoing coronavirus lockdowns in China are two major risks fully beyond the Fed’s control.Fed policymakers also say they are watching inflation expectations closely for signs that current high inflation are getting entrenched into American household and business psychology. Recent data suggests those risks too are at the least not getting worse.Fed staff, meanwhile, continue to see headline PCE inflation moderating to 4.3% by the end of the year and to 2.5% by the end of next year as a “historically large” tightening of financial conditions was felt throughout the economy, the Fed meeting minutes this week showed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025624494,"gmtCreate":1653690321018,"gmtModify":1676535325715,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025624494","repostId":"2238387186","repostType":4,"repost":{"id":"2238387186","pubTimestamp":1653660205,"share":"https://ttm.financial/m/news/2238387186?lang=&edition=fundamental","pubTime":"2022-05-27 22:03","market":"us","language":"en","title":"Alibaba Earnings: Back Up The Truck","url":"https://stock-news.laohu8.com/highlight/detail?id=2238387186","media":"seekingalpha","summary":"SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectatio","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.</li><li>Expectations were low heading into the release.</li><li>At this point, BABA has gotten beaten down to the point of absurdity.</li><li>In this article I dissect Alibaba&#39;s Q4 earnings release and explain why I&#39;m still long despite all the challenges.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb3d9594de3e32459d994aa3977dc753\" tg-width=\"1080\" tg-height=\"718\" referrerpolicy=\"no-referrer\"/><span>Michael Loccisano/Getty Images Entertainment</span></p><p><b>Alibaba Group Holding Limited</b> (NYSE:BABA) just released its fourth quarter earnings. The release beat expectations on revenue as well as on EPS. The $3 billion year-over-year increase in revenue showed that BABA was able to crankout strong sales growth even amid China’s lockdowns and other macroeconomic headwinds.</p><p>Alibaba had a lot of things working in its favor going into its Q2 release. The company had negative earnings in the prior year quarter, which meant that the comparisons were soft this time around. The company was caught off guard by some lockdowns in major Chinese cities, but it wasn’t until Q2 (Alibaba’s fiscal Q1) that they became truly widespread. Additionally, BABA enjoyed a significant increase in web traffic in Q4 across virtually all of its online channels. Despite these two factors working in BABA’s favor, analysts still cut estimates repeatedly throughout the quarter, leading to weak expectations.</p><p>So, Alibaba had many advantages heading into this release. Which is why it was not surprising that earnings beat expectations. In Q4, Alibaba put most of its 2021 tech crackdown damage behind it. We’re beginning to see the effects of that today.</p><p>With a solid fourth quarter under its belt, Alibaba has a good foundation to build from. While the upcoming quarterly release is likely to be weak due to China’s heavy Q2 lockdowns, BABA will once again have soft comparisons in the September quarter. This lends credence to the idea that 2022 will be the year when Alibaba recovers–although the process may take longer than we initially thought.</p><p><b>Earnings Recap</b></p><p>For the fourth quarter, Alibaba delivered strong earnings, beating on both the top and bottom lines. Some highlights include:</p><ul><li><p>Revenue: $32.1 billion, up 9% (beat by $3 billion);</p></li><li><p>Operating income: $2.6 billion;</p></li><li><p>GAAP earnings: $-2.5 billion;</p></li><li><p>Adjusted earnings: $3.1 billion;</p></li><li><p>Diluted EPS: $1.25, down 23% (beat by $0.16);</p></li><li><p>Operating cash flow: $-1.1 billion.</p></li></ul><p>Pretty strong results, all things considered. Even with lockdowns taking place in the fourth quarter, Alibaba managed to grow its revenue by billions of dollars.</p><p>A few metrics in the release were particularly surprising, such as the 8% growth in core commerce. Going into the release, many investors expected the core eCommerce segment to weigh on results, as China was going through lockdowns in Q4. In past quarters, that segment underperformed relative to the cloud segment. This time around, that trend reversed. In Q4, Alibaba Cloud lost its biggest customer, which resulted in the segment growing by only 21%. Alibaba Cloud has long been considered a major potential growth driver for BABA, so its comparative under-performance in Q4 was a disappointment.</p><p>The cloud segment is worth exploring in detail. In the earnings release, BABA said that “a top customer” cut out its use of Alibaba cloud due to slowing demand in China. It did not specify the identity of the customer. The customer also apparently ceased using Alibaba Cloud in its international business, though it declined to say why. According to Alibaba, cloud growth would have been 29% had this customer not stopped using the service.</p><p>So, although Alibaba Cloud growth decelerated significantly in Q4, there is reason to think that it will pick up again. The 29% growth that Alibaba Cloud would have delivered had this customer still been in the picture would have been commensurate with past quarters, meaning that BABA would not have experienced deceleration. If Alibaba can get that customer back, then its growth could accelerate in the near future.</p><p><b>Competitors’ Results</b></p><p>To truly understand Alibaba’s Q4 results, we need to check in on how the company’s competitors have been doing. It’s well known that China’s government wants to increase competition in the tech sector, and this has been cited as a headwind for Alibaba. Given this, it makes sense to look at some of BABA’s competitors’ recent releases. Armed with this information, we can gauge how much of an advantage or disadvantage BABA has going forward.</p><p>First, let’s look at <b>JD.com, Inc.</b> (JD). JD’s earnings release was mixed. Revenue beat expectations, growing 18%, as did adjusted earnings. GAAP earnings, on the other hand, missed by a pretty wide margin, coming in at $-0.29, compared to $-0.02 expected. It wasn’t a great release, but the growth in revenue shows that one of BABA’s competitors is increasing its presence in the market. That could be thought of as a negative for BABA.</p><p>Next up we have <b>Pinduoduo Inc.</b> (PDD). PDD’s most recent release showed its slowest revenue growth in years. Coming in at 3%, the company’s revenue decelerated dramatically. That was definitely a positive for Alibaba. Pinduoduo’s popular group purchase model in agricultural goods could have made it a real competitor to BABA had it branched out into more product categories. Now that PDD’s growth is slowing down, it looks like the possible competitive threat has eased off. (<a href=\"https://ttm.financial/NW/1123192288\" target=\"_blank\">Pinduoduo has announced its quarterly results</a>)</p><p><b>Valuation</b></p><p>Alibaba’s Q4 results are particularly encouraging when we consider them along with the company’s valuation. Alibaba’s recent earnings beat expectations, yet the company’s stock is still very cheap, boasting valuation multiples like:</p><ul><li><p>Adjusted P/E: 9.5;</p></li><li><p>GAAP P/E: 21.9;</p></li><li><p>Price/sales: 1.69;</p></li><li><p>Price/book: 1.44;</p></li><li><p>Price/operating cash flow: 8.</p></li></ul><p>The above metrics strongly hint at a company that may be undervalued. BABA is, quite frankly, priced like it’s going out of business. Its price/book multiple is approaching a level where the company would be trading below the value of assets, net of debt, if its stock went much lower. In fact, Alibaba could reach the point where it’s trading below book value this quarter if its stock portfolio increases in value.</p><p>Alibaba is known to hold a lot of stocks and other marketable securities on its balance sheet. In recent quarters, this factor has been reducing the company’s GAAP earnings, as GAAP accounting rules state that you have to subtract mark-to-market losses on securities from net income, even if the losses weren’t realized. It’s a peculiar accounting rule that Warren Buffett has criticized due to it producing “earnings” that don’t reflect operating performance. It is true that mark-to-market accounting produces earnings that have nothing to do with business performance. However, this exact same factor could push BABA’s assets and earnings higher in the future, leading to an even lower price/book multiple and even greater perceived undervaluation.</p><p><b>Risks and Challenges</b></p><p>As we’ve seen, Alibaba is a strong player in China’s eCommerce industry that just put out a better-than-expected earnings release. Its stock is also very cheap. Taking all of this together, one gets the sense of a great value.</p><p>However, there are several risks and challenges to keep in mind, including:</p><ul><li><p><b>June quarter earnings.</b>It’s quite likely that Alibaba’s June quarter earnings will be weak. There were at least two full months of severe lockdowns in several Chinese cities in Q1. At the peak, more than 400 million Chinese citizens were locked down. There were some lockdowns in the just-reported quarter, but they weren’t as strict, and they didn’t affect as many people. There are already early signs that the Q2 lockdowns hit BABA pretty hard. BABA’s web traffic severely declined in April after rising in March. This suggests that, possibly, Chinese citizens were spending less money due to lockdown-induced supply constraints, or income loss.</p></li><li><p><b>Lockdowns.</b>Related to the June quarter earnings release is the prospect of Chinese lockdowns in general. China still officially maintains a “Zero COVID policy” which means that it is willing to use lockdowns to combat even small numbers of cases. This can lead to less retail spending when it occurs, which is a bad thing for online retail platforms like the ones BABA operates.</p></li><li><p><b>A renewed tech regulation.</b>China’s tech regulation was the biggest single factor behind Alibaba’s crash in 2021. The regulation resulted in BABA taking a $2.8 billion fine, a tax hike, and a host of other challenges. At the start of this year, it was looking like the regulation was still ongoing. The government was just about to launch a new inquiry into Ant Group when the COVID outbreak hit and the anti-trust inquiries were put on hold. Since then, China’s policy has been to support the markets rather than pressure them. However, there is always the possibility that the regulation will flare up again. If it does, it could cost BABA some money.</p></li><li><p><b>The macro climate.</b>China’s macroeconomic environment could be considered a short term risk factor for Alibaba. China’s retail spending growth was -11% in April. It could continue to be negative if China continues to pursue its aggressive stance on COVID. Additionally, China will face softer export growth should the U.S. enter the recession that many expect, and is still dealing with the economic fallout from the collapse of Evergrande. Taking all of these factors together, we get a picture of a decidedly challenging macroeconomic environment.</p></li></ul><p>If you’re considering taking a position in Alibaba, you’ll want to give the risk factors above a good hard mulling over. To my mind, BABA stock is a good value, because the stock is cheap and the company has a good competitive position. But a stock facing this many risk factors isn’t for everyone. It has been a volatile ride so far, and probably will be for the foreseeable future.</p><p>As for me, I plan to continue holding BABA. For an investor with a long time horizon, there are few better deals in the market today. A lot of people in this market speak of <b>Meta Platforms, Inc.</b> (FB) as a value stock, yet its multiples areall higher than BABA’sdespite it having slower revenue growth. Alibaba is the kind of rock bottom bargain you rarely see anywhere other than China, which is why I remain long this stock despite all of the risk factors it faces.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Earnings: Back Up The Truck</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\">\nAlibaba Earnings: Back Up The Truck\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-27 22:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectations were low heading into the release.At this point, BABA has gotten beaten down to the point of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2238387186","content_text":"SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectations were low heading into the release.At this point, BABA has gotten beaten down to the point of absurdity.In this article I dissect Alibaba's Q4 earnings release and explain why I'm still long despite all the challenges.Michael Loccisano/Getty Images EntertainmentAlibaba Group Holding Limited (NYSE:BABA) just released its fourth quarter earnings. The release beat expectations on revenue as well as on EPS. The $3 billion year-over-year increase in revenue showed that BABA was able to crankout strong sales growth even amid China’s lockdowns and other macroeconomic headwinds.Alibaba had a lot of things working in its favor going into its Q2 release. The company had negative earnings in the prior year quarter, which meant that the comparisons were soft this time around. The company was caught off guard by some lockdowns in major Chinese cities, but it wasn’t until Q2 (Alibaba’s fiscal Q1) that they became truly widespread. Additionally, BABA enjoyed a significant increase in web traffic in Q4 across virtually all of its online channels. Despite these two factors working in BABA’s favor, analysts still cut estimates repeatedly throughout the quarter, leading to weak expectations.So, Alibaba had many advantages heading into this release. Which is why it was not surprising that earnings beat expectations. In Q4, Alibaba put most of its 2021 tech crackdown damage behind it. We’re beginning to see the effects of that today.With a solid fourth quarter under its belt, Alibaba has a good foundation to build from. While the upcoming quarterly release is likely to be weak due to China’s heavy Q2 lockdowns, BABA will once again have soft comparisons in the September quarter. This lends credence to the idea that 2022 will be the year when Alibaba recovers–although the process may take longer than we initially thought.Earnings RecapFor the fourth quarter, Alibaba delivered strong earnings, beating on both the top and bottom lines. Some highlights include:Revenue: $32.1 billion, up 9% (beat by $3 billion);Operating income: $2.6 billion;GAAP earnings: $-2.5 billion;Adjusted earnings: $3.1 billion;Diluted EPS: $1.25, down 23% (beat by $0.16);Operating cash flow: $-1.1 billion.Pretty strong results, all things considered. Even with lockdowns taking place in the fourth quarter, Alibaba managed to grow its revenue by billions of dollars.A few metrics in the release were particularly surprising, such as the 8% growth in core commerce. Going into the release, many investors expected the core eCommerce segment to weigh on results, as China was going through lockdowns in Q4. In past quarters, that segment underperformed relative to the cloud segment. This time around, that trend reversed. In Q4, Alibaba Cloud lost its biggest customer, which resulted in the segment growing by only 21%. Alibaba Cloud has long been considered a major potential growth driver for BABA, so its comparative under-performance in Q4 was a disappointment.The cloud segment is worth exploring in detail. In the earnings release, BABA said that “a top customer” cut out its use of Alibaba cloud due to slowing demand in China. It did not specify the identity of the customer. The customer also apparently ceased using Alibaba Cloud in its international business, though it declined to say why. According to Alibaba, cloud growth would have been 29% had this customer not stopped using the service.So, although Alibaba Cloud growth decelerated significantly in Q4, there is reason to think that it will pick up again. The 29% growth that Alibaba Cloud would have delivered had this customer still been in the picture would have been commensurate with past quarters, meaning that BABA would not have experienced deceleration. If Alibaba can get that customer back, then its growth could accelerate in the near future.Competitors’ ResultsTo truly understand Alibaba’s Q4 results, we need to check in on how the company’s competitors have been doing. It’s well known that China’s government wants to increase competition in the tech sector, and this has been cited as a headwind for Alibaba. Given this, it makes sense to look at some of BABA’s competitors’ recent releases. Armed with this information, we can gauge how much of an advantage or disadvantage BABA has going forward.First, let’s look at JD.com, Inc. (JD). JD’s earnings release was mixed. Revenue beat expectations, growing 18%, as did adjusted earnings. GAAP earnings, on the other hand, missed by a pretty wide margin, coming in at $-0.29, compared to $-0.02 expected. It wasn’t a great release, but the growth in revenue shows that one of BABA’s competitors is increasing its presence in the market. That could be thought of as a negative for BABA.Next up we have Pinduoduo Inc. (PDD). PDD’s most recent release showed its slowest revenue growth in years. Coming in at 3%, the company’s revenue decelerated dramatically. That was definitely a positive for Alibaba. Pinduoduo’s popular group purchase model in agricultural goods could have made it a real competitor to BABA had it branched out into more product categories. Now that PDD’s growth is slowing down, it looks like the possible competitive threat has eased off. (Pinduoduo has announced its quarterly results)ValuationAlibaba’s Q4 results are particularly encouraging when we consider them along with the company’s valuation. Alibaba’s recent earnings beat expectations, yet the company’s stock is still very cheap, boasting valuation multiples like:Adjusted P/E: 9.5;GAAP P/E: 21.9;Price/sales: 1.69;Price/book: 1.44;Price/operating cash flow: 8.The above metrics strongly hint at a company that may be undervalued. BABA is, quite frankly, priced like it’s going out of business. Its price/book multiple is approaching a level where the company would be trading below the value of assets, net of debt, if its stock went much lower. In fact, Alibaba could reach the point where it’s trading below book value this quarter if its stock portfolio increases in value.Alibaba is known to hold a lot of stocks and other marketable securities on its balance sheet. In recent quarters, this factor has been reducing the company’s GAAP earnings, as GAAP accounting rules state that you have to subtract mark-to-market losses on securities from net income, even if the losses weren’t realized. It’s a peculiar accounting rule that Warren Buffett has criticized due to it producing “earnings” that don’t reflect operating performance. It is true that mark-to-market accounting produces earnings that have nothing to do with business performance. However, this exact same factor could push BABA’s assets and earnings higher in the future, leading to an even lower price/book multiple and even greater perceived undervaluation.Risks and ChallengesAs we’ve seen, Alibaba is a strong player in China’s eCommerce industry that just put out a better-than-expected earnings release. Its stock is also very cheap. Taking all of this together, one gets the sense of a great value.However, there are several risks and challenges to keep in mind, including:June quarter earnings.It’s quite likely that Alibaba’s June quarter earnings will be weak. There were at least two full months of severe lockdowns in several Chinese cities in Q1. At the peak, more than 400 million Chinese citizens were locked down. There were some lockdowns in the just-reported quarter, but they weren’t as strict, and they didn’t affect as many people. There are already early signs that the Q2 lockdowns hit BABA pretty hard. BABA’s web traffic severely declined in April after rising in March. This suggests that, possibly, Chinese citizens were spending less money due to lockdown-induced supply constraints, or income loss.Lockdowns.Related to the June quarter earnings release is the prospect of Chinese lockdowns in general. China still officially maintains a “Zero COVID policy” which means that it is willing to use lockdowns to combat even small numbers of cases. This can lead to less retail spending when it occurs, which is a bad thing for online retail platforms like the ones BABA operates.A renewed tech regulation.China’s tech regulation was the biggest single factor behind Alibaba’s crash in 2021. The regulation resulted in BABA taking a $2.8 billion fine, a tax hike, and a host of other challenges. At the start of this year, it was looking like the regulation was still ongoing. The government was just about to launch a new inquiry into Ant Group when the COVID outbreak hit and the anti-trust inquiries were put on hold. Since then, China’s policy has been to support the markets rather than pressure them. However, there is always the possibility that the regulation will flare up again. If it does, it could cost BABA some money.The macro climate.China’s macroeconomic environment could be considered a short term risk factor for Alibaba. China’s retail spending growth was -11% in April. It could continue to be negative if China continues to pursue its aggressive stance on COVID. Additionally, China will face softer export growth should the U.S. enter the recession that many expect, and is still dealing with the economic fallout from the collapse of Evergrande. Taking all of these factors together, we get a picture of a decidedly challenging macroeconomic environment.If you’re considering taking a position in Alibaba, you’ll want to give the risk factors above a good hard mulling over. To my mind, BABA stock is a good value, because the stock is cheap and the company has a good competitive position. But a stock facing this many risk factors isn’t for everyone. It has been a volatile ride so far, and probably will be for the foreseeable future.As for me, I plan to continue holding BABA. For an investor with a long time horizon, there are few better deals in the market today. A lot of people in this market speak of Meta Platforms, Inc. (FB) as a value stock, yet its multiples areall higher than BABA’sdespite it having slower revenue growth. Alibaba is the kind of rock bottom bargain you rarely see anywhere other than China, which is why I remain long this stock despite all of the risk factors it faces.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025091730,"gmtCreate":1653604353120,"gmtModify":1676535310112,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025091730","repostId":"2238050922","repostType":4,"repost":{"id":"2238050922","pubTimestamp":1653575163,"share":"https://ttm.financial/m/news/2238050922?lang=&edition=fundamental","pubTime":"2022-05-26 22:26","market":"us","language":"en","title":"4 Widely Held Stocks Billionaires Dumped in the First Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=2238050922","media":"Motley Fool","summary":"Select billionaire money managers significantly pared down their positions in these popular stocks.","content":"<html><head></head><body><p>A little more than a week ago, Wall Street&#39;s brightest and most-successful money managers lifted their funds&#39; proverbial hoods and gave investors a look at what they&#39;d been buying and selling in the most-recent quarter.</p><p>Although Form 13F filings demonstrated quite a bit of buying from active money managers, especially in beaten-down growth stocks, they also unveiled some potentially surprising selling activity. What follows are four widely held stocks that billionaire money managers dumped during the first quarter.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F681419%2Finvestor-pressing-sell-button-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Shopify</h2><p>To begin with, cloud-based e-commerce platform <b>Shopify</b> was given a sizable reduction by Stephen Mandel of Lone Pine Capital. Entering 2022, Mandel&#39;s fund held a greater than 1% stake in Shopify&#39;s outstanding shares. But following the sale of more than 355,000 shares during the first quarter, Lone Pine&#39;s stake is down to about 0.91%.</p><p>The likeliest reason for Mandel paring down one of Lone Pine&#39;s core positions is the expectation that a recession will occur in the United States. With first-quarter U.S. gross domestic product (GDP) retracing 1.4%, there&#39;s even a possibility we&#39;re already in a recession and just don&#39;t (officially) know it.</p><p>Since Shopify&#39;s operating model is primarily geared to help small businesses grow, and small businesses might not be profitable or time-tested, there&#39;s some level of concern that a key component of Shopify&#39;s growth could struggle for however long a U.S. economic slowdown/recession lasts.</p><p>The other possible reason for Mandel reducing Lone Pine&#39;s stake in Shopify is valuation. The company has consistently traded at a nosebleed premium to its sales and profit potential since the pandemic began. On one hand, this made sense given the e-commerce solutions the company provides. With various lockdowns throughout the U.S. and internationally, consumers turned to online retail solutions en masse in 2020.</p><p>On the other hand, with inflation soaring and access to capital becoming pricier as lending rates rise, growth prospects for small businesses appear muted. Even with Shopify nearly 80% below its all-time high, set just six months ago, the company still trades at 6 times Wall Street&#39;s forecast sales in 2022 and at a triple-digit projected price-to-earnings ratio.</p><p>While I do believe a premium is warranted for Shopify&#39;s impressive growth rate, it could be a bumpy ride until the Fed&#39;s monetary tightening cycle is complete.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F681419%2F16756851854_91c8a910c8_k.jpg&amp;w=700&amp;op=resize\" referrerpolicy=\"no-referrer\"/><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p><h2>Berkshire Hathaway</h2><p>Another widely held stock that was given the partial heave-ho in the first quarter by a billionaire money manager is conglomerate <b>Berkshire Hathaway</b>. Jim Simons of Renaissance Technologies sold 868,800 Class B shares (BRK.B), which amounted to a 92% reduction in his fund&#39;s stake, relative to where things stood on Dec. 31, 2021.</p><p>The most logical reason to nearly exit this position in Berkshire probably has to do with signs of economic weakness in the United States. As noted, U.S. GDP went backward in the first quarter, and a number of recent big-box retailer reports have shown inventory levels are rising and low-income consumers are feeling the pinch of inflation. Because Berkshire Hathaway&#39;s investment portfolio is packed with cyclical businesses, shares of the company are at risk of coming under some short-term pressure.</p><p>However, it would be foolish (with a small &#39;f&#39;) to overlook Buffett&#39;s long-term track record. Since taking over as CEO in 1965, he&#39;s led the company&#39;s Class A shares (BRK.A) to an average annual return of 20.1%, which works out to 3,641,613%, in aggregate, over 57 years. By acquiring and investing in time-tested businesses, and hanging on to those investments for long periods, Buffett has demonstrated how powerful time and patience can be.</p><p>What&#39;s more, Buffett&#39;s company is on pace to collect more than $6 billion in dividend income over the next 12 months. Companies that pay a dividend are almost always profitable and time-tested. They also have a history of vastly outperforming stocks that don&#39;t pay a dividend.</p><p>In other words, Simons&#39; fund may eventually regret selling most of its stake in Berkshire Hathaway.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F681419%2Fhacker-bitcoin-cryptocurrency-money-finances-laptop-illegal-getty.jpg&amp;w=700&amp;op=resize\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>CrowdStrike Holdings</h2><p>Cybersecurity stock <b>CrowdStrike Holdings</b> is yet another widely held stock that was on one billionaire&#39;s sell list in the first quarter. Philippe Laffont of Coatue Management sold nearly 485,000 shares, equating to 44% of Coatue&#39;s stake entering 2022.</p><p>The probable reason for Laffont to reduce his fund&#39;s position in CrowdStrike is valuation. Similar to Shopify, CrowdStrike has traded at a nosebleed valuation relative to sales and profits since the pandemic began.</p><p>As a premier provider of end-user security, it found itself in the right place at the right time when the pandemic hit and people were forced to lean on the internet and cloud more than ever before. But even after a 50% retracement in its shares, CrowdStrike is still valued at 16 times Wall Street&#39;s sales estimate for the company in 2022, and north of 100 times analysts&#39; profit projection.</p><p>Although CrowdStrike is pricey, it does have two catalysts working in its favor. First, cybersecurity has evolved into a basic necessity over the past two decades. No matter how poorly the U.S. economy is performing, businesses of all sizes need protection. Because hackers and robots don&#39;t take a day off from trying to steal data, demand for cybersecurity solutions remains elevated.</p><p>The other buy-side catalyst is the company&#39;s cloud-native platform, known as Falcon. This platform oversees about a trillion events daily and leans on artificial intelligence to become more efficient at recognizing and responding to potential threats over time. A gross retention rate of 98% suggests that businesses have come to trust CrowdStrike&#39;s solutions.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F681419%2Ftsla-model-s.jpg&amp;w=700&amp;op=resize\" referrerpolicy=\"no-referrer\"/><span>Charging a Tesla Model S. Image source: Tesla.</span></p><h2>Tesla</h2><p>Lastly, at least one billionaire was hitting the brakes on electric vehicle (EV) manufacturer <b>Tesla</b>. Israel Englander of Millennium Management sold 551,827 shares of Tesla during the first quarter, which was just shy of half of his fund&#39;s stake entering the year.</p><p>Why sell Tesla? The most obvious reason would be the expectation of production shortfalls and challenges in the coming quarters. Whereas most major automakers have reduced production due to supply shortages, Tesla has maintained a production pace that would allow the company to eclipse the psychologically important 1 million mark this year. However, with strict COVID-19 lockdowns in China, meeting previous production forecasts appears all but impossible now.</p><p>Valuation has been a persistent concern, as well, for years. While traditional auto stocks are valued at single-digit price-to-earnings multiples, Tesla was valued as high as 15 times sales and more than 100 times forecast earnings earlier this year. Even now, with shares 47% below their all-time high, Tesla is still valued at a lofty 8 times Wall Street&#39;s forecast for sales and 54 times projected profits for 2022.</p><p>On the other side of the coin, we have Tesla&#39;s competitive advantages, such as its mass production, as well as the range, power, and capacity provided by its batteries. First-mover advantages certainly count for something in next-big-thing industries, and it&#39;s hard to overlook the EV maker&#39;s market share lead in the U.S.</p><p>However, CEO Elon Musk looks to be the real wild card for the company -- and it&#39;s never a good thing when the CEO is the focus. Though innovative, Musk has proved to be a liability and distraction for Tesla on more than one occasion. In an economic environment where valuations are being heavily scrutinized by Wall Street and investors, Tesla is a company that might not fare well.</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>4 Widely Held Stocks Billionaires Dumped in the First Quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Widely Held Stocks Billionaires Dumped in the First Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 22:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/26/4-widely-held-stocks-billionaires-dumped-in-q1/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A little more than a week ago, Wall Street's brightest and most-successful money managers lifted their funds' proverbial hoods and gave investors a look at what they'd been buying and selling in the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/26/4-widely-held-stocks-billionaires-dumped-in-q1/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","BRK.B":"伯克希尔B","SHOP":"Shopify Inc","TSLA":"特斯拉","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2022/05/26/4-widely-held-stocks-billionaires-dumped-in-q1/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238050922","content_text":"A little more than a week ago, Wall Street's brightest and most-successful money managers lifted their funds' proverbial hoods and gave investors a look at what they'd been buying and selling in the most-recent quarter.Although Form 13F filings demonstrated quite a bit of buying from active money managers, especially in beaten-down growth stocks, they also unveiled some potentially surprising selling activity. What follows are four widely held stocks that billionaire money managers dumped during the first quarter.Image source: Getty Images.ShopifyTo begin with, cloud-based e-commerce platform Shopify was given a sizable reduction by Stephen Mandel of Lone Pine Capital. Entering 2022, Mandel's fund held a greater than 1% stake in Shopify's outstanding shares. But following the sale of more than 355,000 shares during the first quarter, Lone Pine's stake is down to about 0.91%.The likeliest reason for Mandel paring down one of Lone Pine's core positions is the expectation that a recession will occur in the United States. With first-quarter U.S. gross domestic product (GDP) retracing 1.4%, there's even a possibility we're already in a recession and just don't (officially) know it.Since Shopify's operating model is primarily geared to help small businesses grow, and small businesses might not be profitable or time-tested, there's some level of concern that a key component of Shopify's growth could struggle for however long a U.S. economic slowdown/recession lasts.The other possible reason for Mandel reducing Lone Pine's stake in Shopify is valuation. The company has consistently traded at a nosebleed premium to its sales and profit potential since the pandemic began. On one hand, this made sense given the e-commerce solutions the company provides. With various lockdowns throughout the U.S. and internationally, consumers turned to online retail solutions en masse in 2020.On the other hand, with inflation soaring and access to capital becoming pricier as lending rates rise, growth prospects for small businesses appear muted. Even with Shopify nearly 80% below its all-time high, set just six months ago, the company still trades at 6 times Wall Street's forecast sales in 2022 and at a triple-digit projected price-to-earnings ratio.While I do believe a premium is warranted for Shopify's impressive growth rate, it could be a bumpy ride until the Fed's monetary tightening cycle is complete.Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.Berkshire HathawayAnother widely held stock that was given the partial heave-ho in the first quarter by a billionaire money manager is conglomerate Berkshire Hathaway. Jim Simons of Renaissance Technologies sold 868,800 Class B shares (BRK.B), which amounted to a 92% reduction in his fund's stake, relative to where things stood on Dec. 31, 2021.The most logical reason to nearly exit this position in Berkshire probably has to do with signs of economic weakness in the United States. As noted, U.S. GDP went backward in the first quarter, and a number of recent big-box retailer reports have shown inventory levels are rising and low-income consumers are feeling the pinch of inflation. Because Berkshire Hathaway's investment portfolio is packed with cyclical businesses, shares of the company are at risk of coming under some short-term pressure.However, it would be foolish (with a small 'f') to overlook Buffett's long-term track record. Since taking over as CEO in 1965, he's led the company's Class A shares (BRK.A) to an average annual return of 20.1%, which works out to 3,641,613%, in aggregate, over 57 years. By acquiring and investing in time-tested businesses, and hanging on to those investments for long periods, Buffett has demonstrated how powerful time and patience can be.What's more, Buffett's company is on pace to collect more than $6 billion in dividend income over the next 12 months. Companies that pay a dividend are almost always profitable and time-tested. They also have a history of vastly outperforming stocks that don't pay a dividend.In other words, Simons' fund may eventually regret selling most of its stake in Berkshire Hathaway.Image source: Getty Images.CrowdStrike HoldingsCybersecurity stock CrowdStrike Holdings is yet another widely held stock that was on one billionaire's sell list in the first quarter. Philippe Laffont of Coatue Management sold nearly 485,000 shares, equating to 44% of Coatue's stake entering 2022.The probable reason for Laffont to reduce his fund's position in CrowdStrike is valuation. Similar to Shopify, CrowdStrike has traded at a nosebleed valuation relative to sales and profits since the pandemic began.As a premier provider of end-user security, it found itself in the right place at the right time when the pandemic hit and people were forced to lean on the internet and cloud more than ever before. But even after a 50% retracement in its shares, CrowdStrike is still valued at 16 times Wall Street's sales estimate for the company in 2022, and north of 100 times analysts' profit projection.Although CrowdStrike is pricey, it does have two catalysts working in its favor. First, cybersecurity has evolved into a basic necessity over the past two decades. No matter how poorly the U.S. economy is performing, businesses of all sizes need protection. Because hackers and robots don't take a day off from trying to steal data, demand for cybersecurity solutions remains elevated.The other buy-side catalyst is the company's cloud-native platform, known as Falcon. This platform oversees about a trillion events daily and leans on artificial intelligence to become more efficient at recognizing and responding to potential threats over time. A gross retention rate of 98% suggests that businesses have come to trust CrowdStrike's solutions.Charging a Tesla Model S. Image source: Tesla.TeslaLastly, at least one billionaire was hitting the brakes on electric vehicle (EV) manufacturer Tesla. Israel Englander of Millennium Management sold 551,827 shares of Tesla during the first quarter, which was just shy of half of his fund's stake entering the year.Why sell Tesla? The most obvious reason would be the expectation of production shortfalls and challenges in the coming quarters. Whereas most major automakers have reduced production due to supply shortages, Tesla has maintained a production pace that would allow the company to eclipse the psychologically important 1 million mark this year. However, with strict COVID-19 lockdowns in China, meeting previous production forecasts appears all but impossible now.Valuation has been a persistent concern, as well, for years. While traditional auto stocks are valued at single-digit price-to-earnings multiples, Tesla was valued as high as 15 times sales and more than 100 times forecast earnings earlier this year. Even now, with shares 47% below their all-time high, Tesla is still valued at a lofty 8 times Wall Street's forecast for sales and 54 times projected profits for 2022.On the other side of the coin, we have Tesla's competitive advantages, such as its mass production, as well as the range, power, and capacity provided by its batteries. First-mover advantages certainly count for something in next-big-thing industries, and it's hard to overlook the EV maker's market share lead in the U.S.However, CEO Elon Musk looks to be the real wild card for the company -- and it's never a good thing when the CEO is the focus. Though innovative, Musk has proved to be a liability and distraction for Tesla on more than one occasion. In an economic environment where valuations are being heavily scrutinized by Wall Street and investors, Tesla is a company that might not fare well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022836840,"gmtCreate":1653517327180,"gmtModify":1676535293812,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022836840","repostId":"1154073268","repostType":4,"repost":{"id":"1154073268","pubTimestamp":1653484007,"share":"https://ttm.financial/m/news/1154073268?lang=&edition=fundamental","pubTime":"2022-05-25 21:06","market":"us","language":"en","title":"Palantir: Panic Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1154073268","media":"seekingalpha","summary":"SummaryPalantir guided for a sales growth deceleration in Q2 and the Street hammered its shares shor","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir guided for a sales growth deceleration in Q2 and the Street hammered its shares shortly after.</li><li>However, its prospects aren&#39;t all that bad. In fact, green shoots in its growth story are starting to show up.</li><li>The recent crash in Palantir&#39;s shares, makes it a buying opportunity.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c58fa9a9fea9040328236b6e760355\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p>It&#39;s hard to think of a more controversial stock than Palantir (NYSE:PLTR). It has reported strong operational and financial results for several quarters straight, but its shares are down over 60% over the last yearnonetheless. To be fair, the Street chastised the stock over concerns regarding its growth momentum, but things aren&#39;t all that bad. In this article, I&#39;ll attempt to have a balanced discussion over why Palantir makes for a good buying opportunity on dips, in spite of the floating concerns. Let&#39;s take a closer look at it all.</p><p><b>The Growth Trajectory</b></p><p>Let me start by saying that the market isn&#39;t entirely wrong by selling off Palantir. Its management had previously assured investors of their growth being at breakneck rates but they later tempered revenue growth forecasts to 30%-plus rates. Fast forward to May 2022, they&#39;re now guiding Q2 revenue to grow just 25% year over year due to the challenging macroeconomic environment. They reported flat government revenue on a sequential basis, which fuels speculation that Palantir may have hit its growth saturation point.</p><p>Under normal circumstances, 20%-plus growth rates are deemed healthy and not worth chiding a company&#39;s management over. But Palantir&#39;s lowering of their growth guidance, time and again, seems like its top brass is just moving the goal post without actually delivering on its targets. It casts doubt on the company&#39;s long-term growth story and makes one wonder about how many more such downward revisions would be there in its future quarters.</p><p>So, I empathize with investors who&#39;re questioning Palantir&#39;s management, the company&#39;s growth prospects and rethinking their investment thesis in the name. However, there are a couple of key takeaways from its Q2 earnings report, that nobody seems to be paying attention.</p><p>For starters, the slowdown in its government revenue was expected. There were preliminary signs of its impending government revenue slowdown, about which I warned my readers in an earnings preview article published back in April (Read - Palantir: Brace For Impact). The company reported $241.8 million in government revenue in Q1 which is eerily close to my forecast of $243.4 million. From my prior article:</p><blockquote>I expect Palantir&#39;s government revenue to grow marginally on a sequential basis this time around. See, Palantir hasn&#39;t won any major contracts from the federal government during Q1 -- its new orders have actually shrunk in the said time frame. The company, also, hasn&#39;t announced any major order wins that would trump this decline. This suggests that Palantir&#39;s government segment will be revenue challenged in Q1.</blockquote><p>Having said that, Palantir&#39;s commercial segment performed rather well. Its revenue amounted to $204.5 million, which was up 136% year over year and up 5.2% sequentially. Contrary to what the bears may suggest, I believe this segment will become the leading growth catalyst for Palantir in coming quarters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3db8ff900a490ad54ab870a3dbc14a69\" tg-width=\"841\" tg-height=\"698\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>I say this because Palantir has been adding commercial customers at a rapid rate. It added 37 new commercial customers during Q1, which expanded its customer base by as much as 25% within a span of just one quarter. Bear in mind that Palantir&#39;s commercial revenue grew at just 5.2% over the said time frame. It&#39;s this disparity in revenue and customer growth rates, that offers a growth opportunity for investors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecf49e8573de71e8733ff481c7b73761\" tg-width=\"640\" tg-height=\"423\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>We must understand that these new customers won&#39;t outrightly replace their existing systems in place. They&#39;d naturally want to test out Palantir&#39;s platform in the beginning, explore its functionality, understand its integrations with their prevalent data set and train their personnel along the way. It&#39;s only after a few quarters of extensive use, that commercial enterprises would want to ramp spending on the new workflow that Palantir&#39;s platforms bring along.</p><p>Secondly, as more and more commercial enterprises start to use Palantir&#39;s platforms in their workflows and develop trust on the brand, the word of mouth will spread and Palantir is likely to win more customers along the way. In essence, I expect the successful commercial deployments to have a snowball effect for Palantir, at least in terms of customer wins.</p><p>Third, unlike the government sector where there&#39;s a limited number of agencies, lots of bureaucratic hurdles and geopolitics at play, the commercial sector is fragmented and usually doesn&#39;t involve such limitations. This essentially means that Palantir can continue expanding its customer base forward as well, without hitting a saturation point anytime soon. As a reminder, the company had just 184 commercial customers at the end of Q1.</p><p>So, overall, I consider Palantir&#39;s rapid commercial customer adds to be a leading indicator for an impending commercial revenue growth explosion in coming quarters.</p><p><b>Deflating Stock Compensation</b></p><p>Next, Palantir has been infamous for its high stock-based compensation in prior quarters. Concerned investors, bears and bag holders saw this as management&#39;s way to reward themselves for poor performance. However, the company has, once again, made steady progress on this front.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1be9a525cf8b91905c59b4294f66e355\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>Palantir&#39;s stock-based compensation expenses declined to $149.3 million during Q1, hovering close to its all-time low. Also, note in the chart above that the figure has steadily declined over the past year and a half. But that&#39;s not all. Per our database at Business Quant, Palantir&#39;s stock compensation expenses are more or less in line with many other rapidly growing software infrastructure stocks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfb60b913c4f6ac175eeb9de5efc36fe\" tg-width=\"424\" tg-height=\"724\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>As Palantir&#39;s shares are down 60% over the past year, employee compensation in the form of stock options will become less lucrative. Its employees will suddenly feel that their pay packages are inadequate. So, to address this issue and to retain key talent, I believe Palantir will significantly cut down on its stock awards and its dilutive effects, and resort to cash-based compensation at least until its shares remain distressed.</p><p>So, this is another area where Palantir has shown steady improvement and it&#39;s likely to continue doing so in the foreseeable future as well.</p><p><b>Final Thoughts</b></p><p>Palantir&#39;s price action has caught many off guard, including yours truly, but the stock seems to be attractively valued after its recent crash. It&#39;s trading at 10-times its trailing twelve-month sales, which is considerably lower than many of the other rapidly growing software infrastructure stocks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dba7ec35cbb3ccc0d08d25b05b40cb7\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>Besides, green shoots are starting to appear in Palantir&#39;s growth story, with its declining stock compensation expenses, rapid customer adds and a potential sales acceleration. So, readers and investors may want to accumulate Palantir&#39;s shares on price corrections as this panic time makes it a good buying opportunity. Good Luck!</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>Palantir: Panic Time</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\">\nPalantir: Panic Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-25 21:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4514017-palantir-panic-time><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir guided for a sales growth deceleration in Q2 and the Street hammered its shares shortly after.However, its prospects aren't all that bad. In fact, green shoots in its growth story are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4514017-palantir-panic-time\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4514017-palantir-panic-time","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1154073268","content_text":"SummaryPalantir guided for a sales growth deceleration in Q2 and the Street hammered its shares shortly after.However, its prospects aren't all that bad. In fact, green shoots in its growth story are starting to show up.The recent crash in Palantir's shares, makes it a buying opportunity.Michael Vi/iStock Editorial via Getty ImagesIt's hard to think of a more controversial stock than Palantir (NYSE:PLTR). It has reported strong operational and financial results for several quarters straight, but its shares are down over 60% over the last yearnonetheless. To be fair, the Street chastised the stock over concerns regarding its growth momentum, but things aren't all that bad. In this article, I'll attempt to have a balanced discussion over why Palantir makes for a good buying opportunity on dips, in spite of the floating concerns. Let's take a closer look at it all.The Growth TrajectoryLet me start by saying that the market isn't entirely wrong by selling off Palantir. Its management had previously assured investors of their growth being at breakneck rates but they later tempered revenue growth forecasts to 30%-plus rates. Fast forward to May 2022, they're now guiding Q2 revenue to grow just 25% year over year due to the challenging macroeconomic environment. They reported flat government revenue on a sequential basis, which fuels speculation that Palantir may have hit its growth saturation point.Under normal circumstances, 20%-plus growth rates are deemed healthy and not worth chiding a company's management over. But Palantir's lowering of their growth guidance, time and again, seems like its top brass is just moving the goal post without actually delivering on its targets. It casts doubt on the company's long-term growth story and makes one wonder about how many more such downward revisions would be there in its future quarters.So, I empathize with investors who're questioning Palantir's management, the company's growth prospects and rethinking their investment thesis in the name. However, there are a couple of key takeaways from its Q2 earnings report, that nobody seems to be paying attention.For starters, the slowdown in its government revenue was expected. There were preliminary signs of its impending government revenue slowdown, about which I warned my readers in an earnings preview article published back in April (Read - Palantir: Brace For Impact). The company reported $241.8 million in government revenue in Q1 which is eerily close to my forecast of $243.4 million. From my prior article:I expect Palantir's government revenue to grow marginally on a sequential basis this time around. See, Palantir hasn't won any major contracts from the federal government during Q1 -- its new orders have actually shrunk in the said time frame. The company, also, hasn't announced any major order wins that would trump this decline. This suggests that Palantir's government segment will be revenue challenged in Q1.Having said that, Palantir's commercial segment performed rather well. Its revenue amounted to $204.5 million, which was up 136% year over year and up 5.2% sequentially. Contrary to what the bears may suggest, I believe this segment will become the leading growth catalyst for Palantir in coming quarters.BusinessQuant.comI say this because Palantir has been adding commercial customers at a rapid rate. It added 37 new commercial customers during Q1, which expanded its customer base by as much as 25% within a span of just one quarter. Bear in mind that Palantir's commercial revenue grew at just 5.2% over the said time frame. It's this disparity in revenue and customer growth rates, that offers a growth opportunity for investors.BusinessQuant.comWe must understand that these new customers won't outrightly replace their existing systems in place. They'd naturally want to test out Palantir's platform in the beginning, explore its functionality, understand its integrations with their prevalent data set and train their personnel along the way. It's only after a few quarters of extensive use, that commercial enterprises would want to ramp spending on the new workflow that Palantir's platforms bring along.Secondly, as more and more commercial enterprises start to use Palantir's platforms in their workflows and develop trust on the brand, the word of mouth will spread and Palantir is likely to win more customers along the way. In essence, I expect the successful commercial deployments to have a snowball effect for Palantir, at least in terms of customer wins.Third, unlike the government sector where there's a limited number of agencies, lots of bureaucratic hurdles and geopolitics at play, the commercial sector is fragmented and usually doesn't involve such limitations. This essentially means that Palantir can continue expanding its customer base forward as well, without hitting a saturation point anytime soon. As a reminder, the company had just 184 commercial customers at the end of Q1.So, overall, I consider Palantir's rapid commercial customer adds to be a leading indicator for an impending commercial revenue growth explosion in coming quarters.Deflating Stock CompensationNext, Palantir has been infamous for its high stock-based compensation in prior quarters. Concerned investors, bears and bag holders saw this as management's way to reward themselves for poor performance. However, the company has, once again, made steady progress on this front.BusinessQuant.comPalantir's stock-based compensation expenses declined to $149.3 million during Q1, hovering close to its all-time low. Also, note in the chart above that the figure has steadily declined over the past year and a half. But that's not all. Per our database at Business Quant, Palantir's stock compensation expenses are more or less in line with many other rapidly growing software infrastructure stocks.BusinessQuant.comAs Palantir's shares are down 60% over the past year, employee compensation in the form of stock options will become less lucrative. Its employees will suddenly feel that their pay packages are inadequate. So, to address this issue and to retain key talent, I believe Palantir will significantly cut down on its stock awards and its dilutive effects, and resort to cash-based compensation at least until its shares remain distressed.So, this is another area where Palantir has shown steady improvement and it's likely to continue doing so in the foreseeable future as well.Final ThoughtsPalantir's price action has caught many off guard, including yours truly, but the stock seems to be attractively valued after its recent crash. It's trading at 10-times its trailing twelve-month sales, which is considerably lower than many of the other rapidly growing software infrastructure stocks.BusinessQuant.comBesides, green shoots are starting to appear in Palantir's growth story, with its declining stock compensation expenses, rapid customer adds and a potential sales acceleration. So, readers and investors may want to accumulate Palantir's shares on price corrections as this panic time makes it a good buying opportunity. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026415159,"gmtCreate":1653428066571,"gmtModify":1676535277574,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026415159","repostId":"2237835951","repostType":4,"repost":{"id":"2237835951","pubTimestamp":1653384125,"share":"https://ttm.financial/m/news/2237835951?lang=&edition=fundamental","pubTime":"2022-05-24 17:22","market":"us","language":"en","title":"Apple: This Is A Blessing For Dividend Growth Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2237835951","media":"seekingalpha","summary":"SummaryIn this article, I start by explaining why I haven't added to Apple since last year using my ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>In this article, I start by explaining why I haven&#39;t added to Apple since last year using my macroeconomic view.</li><li>While stock price weakness isn&#39;t fun, investors can use better prices to get access to one of the best dividend growth stocks on the market.</li><li>Apple is sitting on a load of cash, and future high free cash flow will fuel both buybacks and dividend growth.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c8c050cfb147c509947da8a7709b03d\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Feline Lim/Getty Images News</span></p><p><b>Introduction</b></p><p>I own one dividend growth stock that is officially part of the technology sector. That stock is <b>Apple Inc. (</b><b>NASDAQ:AAPL</b><b>)</b>. It&#39;s one of my favorite investments despite its somewhat subdued exposure in my portfolio and the fact that I rarely cover the stock. I have 3.7% of my portfolio in Apple, which is below my portfolio average of 4.3%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40a49ae31038734f82bf7edfe90dc9b3\" tg-width=\"640\" tg-height=\"321\" width=\"100%\" height=\"auto\"/><span>Author Portfolio</span></p><p>The reason why I haven&#39;t covered the stock since May 9, 2021, is the same reason why the stock is still way too small in my portfolio: macro developments. In this article, I will explain why Apple is doing so poorly after I wrote in 2021 that inflation would become a serious issue - especially with regard to the Federal Reserve&#39;s actions. However, while the current stock market isn&#39;t fun for long-only (long-term) investors, I&#39;m actually incredibly excited to see that Apple is doing so poorly. It provides us dividend growth investors with an opportunity to add at much better prices that will provide us with long-term opportunities to add substantial wealth to our portfolios. Apple is one of the stocks that need serious weakness to make sense for dividend growth investors.</p><p>In this article, I invite you to read my thoughts on macro, Apple, and my strategy in this market.</p><p>I will also explain why buying a very low yield makes sense for the &#34;average&#34; dividend investor.</p><p>So, let&#39;s get to it!</p><p><b>A Quick Look Back</b></p><p>Let&#39;s start with some transparency. I bought Apple in 2021 at an average price of $123.68. I haven&#39;t bought more shares since then for one big reason: I wasn&#39;t a fan of technology and &#34;growth&#34; stocks given the macro environment.</p><p>Last year, I wrote the following paragraph:</p><blockquote>When I say Apple&#39;s Achilles&#39; heel, I mean its sensitivity in times of rising inflation. I am not afraid of the competition potentially beating Apple long-term (i.e., Microsoft (MSFT)), and I am not afraid of recessions. While a recession will keep pressure on Apple for 1-2 years (on average), underperformance due to inflation is Apple&#39;s real enemy.</blockquote><p>Also, the following part applies here given what I&#39;m about to show you next:</p><blockquote>While highly speculative stocks get butchered, Apple is holding up very well as the company is what I consider to be the perfect mix of growth AND value. The company is not only expected to generate high growth in the future but also reward its investors already with massive buybacks and significant dividend hikes.</blockquote><p><b>Inflation &amp; Key Macro</b></p><p>Unfortunately, I was right as inflation did become a big issue. Consumer price inflation in the United States is now above 8%. The situation in key markets like Europe isn&#39;t much better as the reasons why inflation is high are similar in various economic &#34;hotspots.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f60ef1a56fde1bce88cc43d9f09dd81e\" tg-width=\"640\" tg-height=\"385\" width=\"100%\" height=\"auto\"/><span>St. Louis Federal Reserve</span></p><p>It all started in 2020 when lockdowns hurt supply chains. Inventories were empty and demand imploded in various sectors/industries. Then, demand came back roaring, yet there was no way for supply to rebound just as quickly. It hurt global shipping, manufacturing input prices, commodity prices, and much more. These problems still aren&#39;t gone as China started to lock down its cities again. Right now, this is once again causing supply chain issues to worsen in US ports. Add to this that energy markets are seeing severe supply/demand imbalances as drillers aren&#39;t able or willing to increase production. Oil prices are above $100 despite Chinese lockdowns, economic growth fears, and an aggressive Federal Reserve.</p><p>Add to this the war in Ukraine and the (related) food crisis that is slowly weakening the consumer where it hurts most: in essential purchases.</p><p>Moreover, central banks blew up their balance sheets like there was no tomorrow in 2020. Between the start of 2020 and the end of 2021, major central banks (Fed, ECB, Bank of Japan, People&#39;s Bank of China) raised their combined assets from $21 trillion to more than $31 trillion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c3ac383ba9a99dd86c06e7a1d1c4672\" tg-width=\"640\" tg-height=\"391\" width=\"100%\" height=\"auto\"/><span>Yardeni Research, Inc</span></p><p>In other words, a decreasing number of goods (and services) due to supply chain issues were chased by an ever-increasing amount of cash. It supported stock prices, home values, crypto, NFTs, and pretty much everything else that was perceived to have value.</p><p>Fast forward to 2022 and we&#39;re in a situation where things are different. Inflation is high, supply chains are still broken, economic growth is slowing, and the Federal Reserve is expected to hike aggressively - in this case, while economic growth is weakening.</p><p>As my friend and macro expert Nick Glinsman wrote last week, the Fed could be even more aggressive to tame inflation than some expect right now.</p><blockquote>When thinking about the Federal Reserve&#39;s job in getting inflation down, we often talk about real rates as measured by TIPS. However, instead we should be thinking about the gap between the Fed Funds rate and the consumer price index. <b><i>This measurement, what I would call the &#34;real&#34; real rate, shows just how far we are from having a positive reading. It may be the case the amount of tightening needed to tame inflation is much greater than many realize. In fact, if the Fed were to ignore this measure, it risks throwing the economy into a recession without actually getting inflation under control.</i></b></blockquote><blockquote>Real 10-year rates measured by TIPS are just barely positive right now, whereas there&#39;s a much larger gap between US CPI at 8.3% and the Fed Funds rate at 1%. If you look at the last inflationary period during the 1980s, it took years of the Fed Funds rate exceeding CPI for the Paul Volcker-led Fed to bring inflation down durably.</blockquote><p>What this means is that the Fed Funds futures&#39; terminal rate estimate of 3.25% in March 2023 may not be enough to tame inflation. The Fed said it will keep raising rates until inflation falls towards its 2% target. As it&#39;s doubtful that inflation will fall to 3.25% by March, more aggressive hikes might be needed.</p><p>After all, a big part of inflation is caused by issues the Fed cannot influence. The Fed cannot solve the war in Ukraine, it cannot increase oil production, it cannot add labor supply, and it cannot convince China to refrain from implementing new lockdowns.</p><p>As a result, investors are de-risking their portfolios. The S&amp;P 500 is down roughly 18.2% from its all-time high including dividends. The ARK Innovation <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (ARKK) is down 73% from its all-time high as investors have sold high-growth stocks. The tech-heavy QQQ ETF (QQQ) is down 28.4%. Apple has lost roughly a quarter of its value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf1db187341ca70bc3ac9712ed7b1a38\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>In other words, not only has Apple been one of the best performers since the pandemic, but it&#39;s also doing rather well during the ongoing pandemic - compared to stocks that also shined prior to the sell-off. However, the company is not the world&#39;s most valuable company anymore, as it has been overtaken by oil giant Saudi Aramco as reported by the Wall Street Journal.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b49573a475c5d3aa00023b64dc551840\" tg-width=\"640\" tg-height=\"167\" width=\"100%\" height=\"auto\"/><span>Wall Street Journal</span></p><p>With that said, I could not care less. If anything, I&#39;m very happy that Apple is down because I expected that inflation would hurt growth stocks.</p><p>On top of that, long-term investors should cheer on these buying opportunities as Apple is far more than a &#34;growth&#34; stock. As I wrote in 2021 and in this article, Apple is the perfect mix between growth and value. It helped the stock outperform the market in the past and it protects investors in times when pure-growth plays are getting butchered.</p><p>Over the past 10 years, Apple is still up more than 700% including dividends. That&#39;s more than twice the return of the S&amp;P 500.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/013294d2067837f9d7cb002dfe92a989\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>With that said, market turmoil is opening up new opportunities that I want to use given my rather low Apple exposure.</p><p><b>Apple&#39;s Growth &amp; Value</b></p><p>Not only did I rename my <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> account to Growth &amp; Value, but the growth and value approach is also the cornerstone of my dividend growth portfolio, which is roughly 95% of my entire net worth.</p><p>As the current market environment shows so well, the stocks that deliver both growth and value are the best performers. In this case, I consider &#34;value&#34; to be a company&#39;s ability to generate free cash flow used to maintain a healthy balance sheet and pay a growing dividend and the option to buy back shares. The &#34;growth&#34; aspect is straightforward as I dislike companies that are only able to pay a high yield without being able to grow, i.e., sales, EBITDA, and whatnot.</p><p>The graph below is important for what I&#39;m about to say next. I used this graph in a recent dividend growth-focused article as it shows that historically speaking companies with both growth and value have outperformed the (equal-weight) market by a mile. Dividend growers are not just providing a stream of cash for shareholders, but the fact that they are able to pay a growing dividend shows that their businesses are in a good place. Companies that paid a dividend without growth did also well, yet they underperformed growers by a mile.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ce5f82c39538e470817e836cae2c445\" tg-width=\"1344\" tg-height=\"760\" width=\"100%\" height=\"auto\"/><span>Hartford Funds</span></p><p>Apple has consistently grown its dividend since 2012, when it initiated a dividend for the first time since 1995. Seeking Alpha rates Apple&#39;s dividend growth &#34;A+&#34; compared to its industry peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08519cb0f5665a767133e4000b721ff9\" tg-width=\"640\" tg-height=\"212\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>The current quarterly dividend is $0.23 per share after the company announced a 4.5% hike on April 28. This translates to $0.92 per year, which is a 0.67% yield based on a $138 stock price. This means the chart I used last year is relevant again (the one below). Back then, the yield was 0.68% based on a $130 stock price. It happens every now and then that dividend investors get upset when I give them a company with a yield of 0.7%. 0.7% isn&#39;t a lot, that&#39;s right. $10,000 invested in Apple will result in $70 annual dividends. That won&#39;t get you very far - and $10,000 is a lot of money to a lot of people.</p><p>Last year, the company hiked its dividend by 7.3%. In 2020, the company hiked by 6.5%. In 2019, the company hiked by 5.5%. Over the past 5 years, the average annual hike is 8.8%.</p><p>For the sake of simplicity, let&#39;s assume the company maintains long-term dividend growth of 10% (above its current average). That would result in a yield on cost of 4.2% in 2040. That&#39;s roughly 18 years from now.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7aa214bb0832816d9543aee8bfc0347d\" tg-width=\"1054\" tg-height=\"385\" width=\"100%\" height=\"auto\"/><span>Author</span></p><p>4.2% on cost ends up being $420 in dividends (based on the $10,000 example - without adding shares). I doubt that will get us very far in 2040.</p><p>So, why am I still so happy to discuss this dividend growth opportunity?</p><p>The key is that Apple will not become a high-yield stock anytime soon. Growth is high and Apple generates a LOT of free cash flow.</p><p>When Apple announced the aforementioned 4.5% dividend hike on April 28, it also announced a $90 billion increase to its existing buyback program.</p><p>This is what the company commented on its 2Q22 earnings call:</p><blockquote>Given the continued confidence we have in our business now and into the future, today our Board has authorized an additional $90 billion for share repurchases, as we maintain our goal of getting to net cash neutral, overtime. We&#39;re also raising our dividend by 5% to $0.23 a share and we continue to plan for annual increases in the dividend going forward.</blockquote><p>In that quarter, Apple bought back $22.9 billion worth of stock while returning $3.6 billion in dividends. In other words, the company&#39;s priority is obvious. It will distribute cash in the most tax-efficient way, which also benefits its bottom line. A lower number of shares outstanding equals higher earnings per share.</p><p>The graph below shows annual repurchases and dividends. Repurchases have exceeded $69 billion every single year since 2018.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7546779c8ff134551c0053e3cd707c06\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TIKR.com</span></p><p>These buybacks allowed the company to reduce shares outstanding from 20.9 billion in 2017 to 16.7 billion at the end of 2021. That&#39;s a decline of 20% or roughly 4.4% per year.</p><p>While the company is not expected to be able to maintain its (EBITDA) margins in the years ahead, top-line growth is expected to provide a basis for $112 billion in FY2023 free cash flow and close to $120 billion in FY2024 free cash flow.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c344727f5093f16a14b3a102f280630d\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TIKR.com</span></p><p>Using $112 billion in expected FCF as an example translates to an implied FCF yield of 5.0% of the company&#39;s $2.23 trillion market cap. In other words, the company could pay a dividend of 5.0% in FY2023 or buy back 5.0% of shares outstanding without using external funding or existing cash reserves.</p><p>With that said, there&#39;s a lot more cash to distribute. Apple&#39;s target to become net-cash neutral means it will have to distribute not only all of its free cash flow but also its net cash balance. Net cash occurs when a company has more cash than gross debt. It&#39;s negative net debt. Most companies have positive net debt. Apple has more cash than gross debt. At the end of FY2021, the company had $66 billion in net cash. Analysts expect that number to rise to more than $120 billion in the years ahead if the company doesn&#39;t buy back shares rather aggressively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52935bab6d5db9f25a22d41fe7dacab3\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TIKR.com</span></p><p>It also opens the door to major M&amp;A, which is why people have speculated that Apple may buy a company like Peloton (PTON), which is currently getting crushed on the stock market. However, while Apple isn&#39;t denying looking for bigger opportunities, it seems to work on its own products based on smaller acquisitions, which I believe is the way to go in that space.</p><p>According to Tim Cook:</p><blockquote>We acquire a lot of smaller companies today and we&#39;ll continue to do that for IP and for great talent. And -- but we don&#39;t discount doing something larger either if the opportunity presents itself.</blockquote><p>Now, onto the valuation.</p><p><b>Valuation &amp; Timing</b></p><p>Apple is down 22.5% year to date, which pushed its market cap to $2.23 trillion. When subtracting $93.2 billion in expected FY2023 net cash, we get an enterprise value of $2.14 trillion.</p><p>This is 15.8x next year&#39;s expected EBITDA of $135 billion. 15.8x is still above the company&#39;s pre-pandemic valuation, but well below prices investors were willing to pay in 2021 and most of 2020.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5514bb0b8494b8df2e8ce9f34bf019f\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>The stock price is now back to where it was in early 2021 after investors pushed the stock to more than $180 at the end of 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c5dabeac5b865aeffbd8e91d5b162ad\" tg-width=\"992\" tg-height=\"400\" width=\"100%\" height=\"auto\"/><span>FINVIZ</span></p><p>It&#39;s hard to predict where the stock will bottom. If ongoing issues are persistent, we could see $120, which is where the stock found a lot of support in the first half of 2021. Below that, I could see $110.</p><p>My strategy is to buy as close to my initial entry as possible ($123.69), if it falls below $120, I will buy more aggressively.</p><p>If you&#39;re new to Apple and looking to initiate a position, I think it&#39;s best to break up an initial investment. For example, buy 25% now and add gradually over time. That way investors get to average down if the stock continues its decline while it gives them a foot in the door if the stock suddenly bottoms and takes off.</p><p><b>Takeaway</b></p><p>Apple has gone nowhere since last year as inflation and related factors have made it impossible for growth stocks to continue their post-pandemic uptrend. However, Apple offers a great mix of both growth and value, which is why the damage to its stock price is somewhat limited compared to pure-growth plays. Apple is my favorite tech/consumer stock for a reason, which is its ability to generate a load of cash on top of its already stunning net cash position.</p><p>The company is dedicated to distributing its existing cash position and most of its free cash flow via buybacks on top of steadily growing dividends. While the dividend yield is low, I still recommend AAPL to dividend growth investors. As long as investors are not dependent on income from their investment, I have little doubt that investors will enjoy long-term outperforming capital gains thanks to aggressive buybacks and a business model relying on its successful tech products and services.</p><p>With that said, the ongoing market environment is tricky. As I explained in this article, the Fed is trying to get inflation down to 2%, which is a tough task due to factors the bank cannot directly influence. As a result, the Fed may have to be more aggressive than anticipated, which could hurt the economy more than expected at a time when consumers are already in a tough spot.</p><p>Nonetheless, in order to make Apple a successful long-term investment, we need stock price weakness. The valuation has gotten a lot better and if the stock continues to drop, I will add more aggressively.</p><p>Again, the stock market environment isn&#39;t fun, but buying Apple at better valuations is absolutely worth it as it gives us a high chance of long-term outperformance and wealth creation.</p><p>(Dis)agree? Let me know in the comments!</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: This Is A Blessing For Dividend Growth Investors</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: This Is A Blessing For Dividend Growth Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-24 17:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513852-apple-this-is-a-blessing-for-dividend-growth-investors><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn this article, I start by explaining why I haven't added to Apple since last year using my macroeconomic view.While stock price weakness isn't fun, investors can use better prices to get ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513852-apple-this-is-a-blessing-for-dividend-growth-investors\">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/4513852-apple-this-is-a-blessing-for-dividend-growth-investors","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2237835951","content_text":"SummaryIn this article, I start by explaining why I haven't added to Apple since last year using my macroeconomic view.While stock price weakness isn't fun, investors can use better prices to get access to one of the best dividend growth stocks on the market.Apple is sitting on a load of cash, and future high free cash flow will fuel both buybacks and dividend growth.Feline Lim/Getty Images NewsIntroductionI own one dividend growth stock that is officially part of the technology sector. That stock is Apple Inc. (NASDAQ:AAPL). It's one of my favorite investments despite its somewhat subdued exposure in my portfolio and the fact that I rarely cover the stock. I have 3.7% of my portfolio in Apple, which is below my portfolio average of 4.3%.Author PortfolioThe reason why I haven't covered the stock since May 9, 2021, is the same reason why the stock is still way too small in my portfolio: macro developments. In this article, I will explain why Apple is doing so poorly after I wrote in 2021 that inflation would become a serious issue - especially with regard to the Federal Reserve's actions. However, while the current stock market isn't fun for long-only (long-term) investors, I'm actually incredibly excited to see that Apple is doing so poorly. It provides us dividend growth investors with an opportunity to add at much better prices that will provide us with long-term opportunities to add substantial wealth to our portfolios. Apple is one of the stocks that need serious weakness to make sense for dividend growth investors.In this article, I invite you to read my thoughts on macro, Apple, and my strategy in this market.I will also explain why buying a very low yield makes sense for the \"average\" dividend investor.So, let's get to it!A Quick Look BackLet's start with some transparency. I bought Apple in 2021 at an average price of $123.68. I haven't bought more shares since then for one big reason: I wasn't a fan of technology and \"growth\" stocks given the macro environment.Last year, I wrote the following paragraph:When I say Apple's Achilles' heel, I mean its sensitivity in times of rising inflation. I am not afraid of the competition potentially beating Apple long-term (i.e., Microsoft (MSFT)), and I am not afraid of recessions. While a recession will keep pressure on Apple for 1-2 years (on average), underperformance due to inflation is Apple's real enemy.Also, the following part applies here given what I'm about to show you next:While highly speculative stocks get butchered, Apple is holding up very well as the company is what I consider to be the perfect mix of growth AND value. The company is not only expected to generate high growth in the future but also reward its investors already with massive buybacks and significant dividend hikes.Inflation & Key MacroUnfortunately, I was right as inflation did become a big issue. Consumer price inflation in the United States is now above 8%. The situation in key markets like Europe isn't much better as the reasons why inflation is high are similar in various economic \"hotspots.\"St. Louis Federal ReserveIt all started in 2020 when lockdowns hurt supply chains. Inventories were empty and demand imploded in various sectors/industries. Then, demand came back roaring, yet there was no way for supply to rebound just as quickly. It hurt global shipping, manufacturing input prices, commodity prices, and much more. These problems still aren't gone as China started to lock down its cities again. Right now, this is once again causing supply chain issues to worsen in US ports. Add to this that energy markets are seeing severe supply/demand imbalances as drillers aren't able or willing to increase production. Oil prices are above $100 despite Chinese lockdowns, economic growth fears, and an aggressive Federal Reserve.Add to this the war in Ukraine and the (related) food crisis that is slowly weakening the consumer where it hurts most: in essential purchases.Moreover, central banks blew up their balance sheets like there was no tomorrow in 2020. Between the start of 2020 and the end of 2021, major central banks (Fed, ECB, Bank of Japan, People's Bank of China) raised their combined assets from $21 trillion to more than $31 trillion.Yardeni Research, IncIn other words, a decreasing number of goods (and services) due to supply chain issues were chased by an ever-increasing amount of cash. It supported stock prices, home values, crypto, NFTs, and pretty much everything else that was perceived to have value.Fast forward to 2022 and we're in a situation where things are different. Inflation is high, supply chains are still broken, economic growth is slowing, and the Federal Reserve is expected to hike aggressively - in this case, while economic growth is weakening.As my friend and macro expert Nick Glinsman wrote last week, the Fed could be even more aggressive to tame inflation than some expect right now.When thinking about the Federal Reserve's job in getting inflation down, we often talk about real rates as measured by TIPS. However, instead we should be thinking about the gap between the Fed Funds rate and the consumer price index. This measurement, what I would call the \"real\" real rate, shows just how far we are from having a positive reading. It may be the case the amount of tightening needed to tame inflation is much greater than many realize. In fact, if the Fed were to ignore this measure, it risks throwing the economy into a recession without actually getting inflation under control.Real 10-year rates measured by TIPS are just barely positive right now, whereas there's a much larger gap between US CPI at 8.3% and the Fed Funds rate at 1%. If you look at the last inflationary period during the 1980s, it took years of the Fed Funds rate exceeding CPI for the Paul Volcker-led Fed to bring inflation down durably.What this means is that the Fed Funds futures' terminal rate estimate of 3.25% in March 2023 may not be enough to tame inflation. The Fed said it will keep raising rates until inflation falls towards its 2% target. As it's doubtful that inflation will fall to 3.25% by March, more aggressive hikes might be needed.After all, a big part of inflation is caused by issues the Fed cannot influence. The Fed cannot solve the war in Ukraine, it cannot increase oil production, it cannot add labor supply, and it cannot convince China to refrain from implementing new lockdowns.As a result, investors are de-risking their portfolios. The S&P 500 is down roughly 18.2% from its all-time high including dividends. The ARK Innovation Pacer Swan SOS Fund of Funds ETF|ETF (ARKK) is down 73% from its all-time high as investors have sold high-growth stocks. The tech-heavy QQQ ETF (QQQ) is down 28.4%. Apple has lost roughly a quarter of its value.Data by YChartsIn other words, not only has Apple been one of the best performers since the pandemic, but it's also doing rather well during the ongoing pandemic - compared to stocks that also shined prior to the sell-off. However, the company is not the world's most valuable company anymore, as it has been overtaken by oil giant Saudi Aramco as reported by the Wall Street Journal.Wall Street JournalWith that said, I could not care less. If anything, I'm very happy that Apple is down because I expected that inflation would hurt growth stocks.On top of that, long-term investors should cheer on these buying opportunities as Apple is far more than a \"growth\" stock. As I wrote in 2021 and in this article, Apple is the perfect mix between growth and value. It helped the stock outperform the market in the past and it protects investors in times when pure-growth plays are getting butchered.Over the past 10 years, Apple is still up more than 700% including dividends. That's more than twice the return of the S&P 500.Data by YChartsWith that said, market turmoil is opening up new opportunities that I want to use given my rather low Apple exposure.Apple's Growth & ValueNot only did I rename my Twitter account to Growth & Value, but the growth and value approach is also the cornerstone of my dividend growth portfolio, which is roughly 95% of my entire net worth.As the current market environment shows so well, the stocks that deliver both growth and value are the best performers. In this case, I consider \"value\" to be a company's ability to generate free cash flow used to maintain a healthy balance sheet and pay a growing dividend and the option to buy back shares. The \"growth\" aspect is straightforward as I dislike companies that are only able to pay a high yield without being able to grow, i.e., sales, EBITDA, and whatnot.The graph below is important for what I'm about to say next. I used this graph in a recent dividend growth-focused article as it shows that historically speaking companies with both growth and value have outperformed the (equal-weight) market by a mile. Dividend growers are not just providing a stream of cash for shareholders, but the fact that they are able to pay a growing dividend shows that their businesses are in a good place. Companies that paid a dividend without growth did also well, yet they underperformed growers by a mile.Hartford FundsApple has consistently grown its dividend since 2012, when it initiated a dividend for the first time since 1995. Seeking Alpha rates Apple's dividend growth \"A+\" compared to its industry peers.Seeking AlphaThe current quarterly dividend is $0.23 per share after the company announced a 4.5% hike on April 28. This translates to $0.92 per year, which is a 0.67% yield based on a $138 stock price. This means the chart I used last year is relevant again (the one below). Back then, the yield was 0.68% based on a $130 stock price. It happens every now and then that dividend investors get upset when I give them a company with a yield of 0.7%. 0.7% isn't a lot, that's right. $10,000 invested in Apple will result in $70 annual dividends. That won't get you very far - and $10,000 is a lot of money to a lot of people.Last year, the company hiked its dividend by 7.3%. In 2020, the company hiked by 6.5%. In 2019, the company hiked by 5.5%. Over the past 5 years, the average annual hike is 8.8%.For the sake of simplicity, let's assume the company maintains long-term dividend growth of 10% (above its current average). That would result in a yield on cost of 4.2% in 2040. That's roughly 18 years from now.Author4.2% on cost ends up being $420 in dividends (based on the $10,000 example - without adding shares). I doubt that will get us very far in 2040.So, why am I still so happy to discuss this dividend growth opportunity?The key is that Apple will not become a high-yield stock anytime soon. Growth is high and Apple generates a LOT of free cash flow.When Apple announced the aforementioned 4.5% dividend hike on April 28, it also announced a $90 billion increase to its existing buyback program.This is what the company commented on its 2Q22 earnings call:Given the continued confidence we have in our business now and into the future, today our Board has authorized an additional $90 billion for share repurchases, as we maintain our goal of getting to net cash neutral, overtime. We're also raising our dividend by 5% to $0.23 a share and we continue to plan for annual increases in the dividend going forward.In that quarter, Apple bought back $22.9 billion worth of stock while returning $3.6 billion in dividends. In other words, the company's priority is obvious. It will distribute cash in the most tax-efficient way, which also benefits its bottom line. A lower number of shares outstanding equals higher earnings per share.The graph below shows annual repurchases and dividends. Repurchases have exceeded $69 billion every single year since 2018.TIKR.comThese buybacks allowed the company to reduce shares outstanding from 20.9 billion in 2017 to 16.7 billion at the end of 2021. That's a decline of 20% or roughly 4.4% per year.While the company is not expected to be able to maintain its (EBITDA) margins in the years ahead, top-line growth is expected to provide a basis for $112 billion in FY2023 free cash flow and close to $120 billion in FY2024 free cash flow.TIKR.comUsing $112 billion in expected FCF as an example translates to an implied FCF yield of 5.0% of the company's $2.23 trillion market cap. In other words, the company could pay a dividend of 5.0% in FY2023 or buy back 5.0% of shares outstanding without using external funding or existing cash reserves.With that said, there's a lot more cash to distribute. Apple's target to become net-cash neutral means it will have to distribute not only all of its free cash flow but also its net cash balance. Net cash occurs when a company has more cash than gross debt. It's negative net debt. Most companies have positive net debt. Apple has more cash than gross debt. At the end of FY2021, the company had $66 billion in net cash. Analysts expect that number to rise to more than $120 billion in the years ahead if the company doesn't buy back shares rather aggressively.TIKR.comIt also opens the door to major M&A, which is why people have speculated that Apple may buy a company like Peloton (PTON), which is currently getting crushed on the stock market. However, while Apple isn't denying looking for bigger opportunities, it seems to work on its own products based on smaller acquisitions, which I believe is the way to go in that space.According to Tim Cook:We acquire a lot of smaller companies today and we'll continue to do that for IP and for great talent. And -- but we don't discount doing something larger either if the opportunity presents itself.Now, onto the valuation.Valuation & TimingApple is down 22.5% year to date, which pushed its market cap to $2.23 trillion. When subtracting $93.2 billion in expected FY2023 net cash, we get an enterprise value of $2.14 trillion.This is 15.8x next year's expected EBITDA of $135 billion. 15.8x is still above the company's pre-pandemic valuation, but well below prices investors were willing to pay in 2021 and most of 2020.Data by YChartsThe stock price is now back to where it was in early 2021 after investors pushed the stock to more than $180 at the end of 2021.FINVIZIt's hard to predict where the stock will bottom. If ongoing issues are persistent, we could see $120, which is where the stock found a lot of support in the first half of 2021. Below that, I could see $110.My strategy is to buy as close to my initial entry as possible ($123.69), if it falls below $120, I will buy more aggressively.If you're new to Apple and looking to initiate a position, I think it's best to break up an initial investment. For example, buy 25% now and add gradually over time. That way investors get to average down if the stock continues its decline while it gives them a foot in the door if the stock suddenly bottoms and takes off.TakeawayApple has gone nowhere since last year as inflation and related factors have made it impossible for growth stocks to continue their post-pandemic uptrend. However, Apple offers a great mix of both growth and value, which is why the damage to its stock price is somewhat limited compared to pure-growth plays. Apple is my favorite tech/consumer stock for a reason, which is its ability to generate a load of cash on top of its already stunning net cash position.The company is dedicated to distributing its existing cash position and most of its free cash flow via buybacks on top of steadily growing dividends. While the dividend yield is low, I still recommend AAPL to dividend growth investors. As long as investors are not dependent on income from their investment, I have little doubt that investors will enjoy long-term outperforming capital gains thanks to aggressive buybacks and a business model relying on its successful tech products and services.With that said, the ongoing market environment is tricky. As I explained in this article, the Fed is trying to get inflation down to 2%, which is a tough task due to factors the bank cannot directly influence. As a result, the Fed may have to be more aggressive than anticipated, which could hurt the economy more than expected at a time when consumers are already in a tough spot.Nonetheless, in order to make Apple a successful long-term investment, we need stock price weakness. The valuation has gotten a lot better and if the stock continues to drop, I will add more aggressively.Again, the stock market environment isn't fun, but buying Apple at better valuations is absolutely worth it as it gives us a high chance of long-term outperformance and wealth creation.(Dis)agree? Let me know in the comments!","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026329553,"gmtCreate":1653342276672,"gmtModify":1676535261571,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026329553","repostId":"2237385143","repostType":4,"repost":{"id":"2237385143","pubTimestamp":1653304992,"share":"https://ttm.financial/m/news/2237385143?lang=&edition=fundamental","pubTime":"2022-05-23 19:23","market":"us","language":"en","title":"Is Tesla Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2237385143","media":"Motley Fool","summary":"The stock's valuation is getting closer to reasonable levels, but it may not stay there for long.","content":"<html><head></head><body><p>Since <b>Tesla</b>&#39;s CEO Elon Musk disclosed his stake in <b>Twitter</b> on April 4, Tesla&#39;s stock has been on a volatile downhill ride, falling 42%. With the saga between Musk and Twitter becoming more complex, some investors may be wondering if Musk has taken his eye off the ball with one of his most successful companies.</p><p>Even with the stock-based distractions, Tesla as a company has become an absolute powerhouse. The company reported a solid first quarter and set ambitious long-term goals, exciting investors. But the question that has dogged Tesla for years is still being asked: Is the valuation for Tesla too expensive for what the company does?</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F680534%2F0x0-supercharger_14.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Tesla.</span></p><h2>Strong growth and superior profitability</h2><p>In terms of vehicle production, Tesla has been full of great news in recent reports. Q1 production rose 69% year over year, which drove automotive revenue growth by 87% year over year. Because revenue grew faster than production, Tesla is generating better margins on every vehicle it produces. This margin increase comes, in part, from price hikes instituted throughout 2021 and increases in production efficiency for its Model S and X, which are higher-priced vehicles.</p><p>This revenue growth is definitely trickling down to the bottom line, as quarterly net income rose 658% year over year. Even more impressive was Tesla&#39;s 17.7% net income margin, placing it among the best in the auto industry.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85e154310da82718905120e082b34d5b\" tg-width=\"720\" tg-height=\"534\" width=\"100%\" height=\"auto\"/><span>TSLA Profit Margin (Quarterly) data by YCharts</span></p><p>Tesla is nearing luxury vehicle margins. Because of this, it should be valued closer to <b>Ferrari</b> at 35 times earnings rather than <b>General Motors</b> at six or <b>Toyota </b>with a price-to-earnings (P/E) ratio of 8.6. While Tesla is still valued at 90 times earnings, it could reach that threshold if it maintains its growth.</p><p>Management also gave investors a great piece of news: It expects to grow its vehicle deliveries by 50% annually over multiple years. Using this forecast to model revenue growth and keeping Tesla&#39;s 17.7% profit margin, Tesla could have $14.9 billion in earnings at the end of 2022. This means Tesla trades for 49.5 times full-year 2022 earnings, not a bad valuation for a company that expects to grow around 50% annually over the next few years.</p><p>With the recent stock sell-off, I&#39;m not as concerned about Tesla&#39;s valuation as I would have been when the stock was trading above $1,000 per share. Strong growth and a reasonable valuation make Tesla stock an intriguing investment, but the business model also needs to be solid in order to invest.</p><h2>Tesla is not your typical automaker</h2><p>How does Tesla have such a high profit margin compared to legacy automakers? First, it cut out the middleman. Because Tesla sells directly to consumers, it doesn&#39;t need to share profits with dealers. This business model has rubbed many people the wrong way, but it benefits Tesla significantly.</p><p>It also is solely focused on electric vehicles (EVs). Regardless of your feelings toward EVs, it&#39;s clear the auto industry is moving in that direction. While the legacy automakers are still a couple of years out from total EV production, Tesla is full steam ahead. It&#39;s gaining a first-mover advantage and capturing many customers while other manufacturers are still prototyping or only just now ramping up production. Furthermore, Tesla&#39;s four production models (the 3, S, Y, and X) are all in the top 10 of Consumer Reports&#39; most satisfying cars, ranked first, third, fourth, and tenth, respectively.</p><p>EVs also have another tailwind blowing in their favor: rising gas prices.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cca81ef932f70a89cb7d89d0ac279c89\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>US Retail Gas Price data by YCharts</span></p><p>With the average price of gasoline in the U.S. hitting record highs, more consumers are seriously considering making the switch to EVs for their next vehicle purchase. If Tesla can keep up with the demand, it should be able to capture customers before the legacy automakers can, giving Tesla a big advantage.</p><p>However, the costs of raw materials like nickel and cobalt used in making batters are hitting record highs, causing the production costs of Tesla&#39;s vehicles to rise. The range is one of the primary concerns many consumers have about making the switch to EVs. Still, if car buyers can settle for standard range models, Tesla&#39;s lithium iron phosphate (LFP) battery chemistries can provide excellent performance without the price hike.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F680534%2F0x0-model3_16.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Tesla.</span></p><p>EVs are gaining market share, and Tesla is leading the way. If you&#39;re buying Tesla stock with a long-term mindset (three to five years), then the stock is a great buy today. However, I don&#39;t know when the bear market turnaround will come, and the stock may drop further in the short term. Investors can mitigate this by slowly easing into the stock over set time periods, potentially buying the stock for a lower price.</p><p>Today could be one of the best opportunities to buy Tesla stock in a long time. Don&#39;t worry about getting the absolute lowest price; a sentiment turnaround could come at any time and cause a rapid stock rise.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Tesla Stock a 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\">\nIs Tesla Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-23 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/23/is-tesla-stock-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since Tesla's CEO Elon Musk disclosed his stake in Twitter on April 4, Tesla's stock has been on a volatile downhill ride, falling 42%. With the saga between Musk and Twitter becoming more complex, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/23/is-tesla-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/05/23/is-tesla-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237385143","content_text":"Since Tesla's CEO Elon Musk disclosed his stake in Twitter on April 4, Tesla's stock has been on a volatile downhill ride, falling 42%. With the saga between Musk and Twitter becoming more complex, some investors may be wondering if Musk has taken his eye off the ball with one of his most successful companies.Even with the stock-based distractions, Tesla as a company has become an absolute powerhouse. The company reported a solid first quarter and set ambitious long-term goals, exciting investors. But the question that has dogged Tesla for years is still being asked: Is the valuation for Tesla too expensive for what the company does?Image source: Tesla.Strong growth and superior profitabilityIn terms of vehicle production, Tesla has been full of great news in recent reports. Q1 production rose 69% year over year, which drove automotive revenue growth by 87% year over year. Because revenue grew faster than production, Tesla is generating better margins on every vehicle it produces. This margin increase comes, in part, from price hikes instituted throughout 2021 and increases in production efficiency for its Model S and X, which are higher-priced vehicles.This revenue growth is definitely trickling down to the bottom line, as quarterly net income rose 658% year over year. Even more impressive was Tesla's 17.7% net income margin, placing it among the best in the auto industry.TSLA Profit Margin (Quarterly) data by YChartsTesla is nearing luxury vehicle margins. Because of this, it should be valued closer to Ferrari at 35 times earnings rather than General Motors at six or Toyota with a price-to-earnings (P/E) ratio of 8.6. While Tesla is still valued at 90 times earnings, it could reach that threshold if it maintains its growth.Management also gave investors a great piece of news: It expects to grow its vehicle deliveries by 50% annually over multiple years. Using this forecast to model revenue growth and keeping Tesla's 17.7% profit margin, Tesla could have $14.9 billion in earnings at the end of 2022. This means Tesla trades for 49.5 times full-year 2022 earnings, not a bad valuation for a company that expects to grow around 50% annually over the next few years.With the recent stock sell-off, I'm not as concerned about Tesla's valuation as I would have been when the stock was trading above $1,000 per share. Strong growth and a reasonable valuation make Tesla stock an intriguing investment, but the business model also needs to be solid in order to invest.Tesla is not your typical automakerHow does Tesla have such a high profit margin compared to legacy automakers? First, it cut out the middleman. Because Tesla sells directly to consumers, it doesn't need to share profits with dealers. This business model has rubbed many people the wrong way, but it benefits Tesla significantly.It also is solely focused on electric vehicles (EVs). Regardless of your feelings toward EVs, it's clear the auto industry is moving in that direction. While the legacy automakers are still a couple of years out from total EV production, Tesla is full steam ahead. It's gaining a first-mover advantage and capturing many customers while other manufacturers are still prototyping or only just now ramping up production. Furthermore, Tesla's four production models (the 3, S, Y, and X) are all in the top 10 of Consumer Reports' most satisfying cars, ranked first, third, fourth, and tenth, respectively.EVs also have another tailwind blowing in their favor: rising gas prices.US Retail Gas Price data by YChartsWith the average price of gasoline in the U.S. hitting record highs, more consumers are seriously considering making the switch to EVs for their next vehicle purchase. If Tesla can keep up with the demand, it should be able to capture customers before the legacy automakers can, giving Tesla a big advantage.However, the costs of raw materials like nickel and cobalt used in making batters are hitting record highs, causing the production costs of Tesla's vehicles to rise. The range is one of the primary concerns many consumers have about making the switch to EVs. Still, if car buyers can settle for standard range models, Tesla's lithium iron phosphate (LFP) battery chemistries can provide excellent performance without the price hike.Image source: Tesla.EVs are gaining market share, and Tesla is leading the way. If you're buying Tesla stock with a long-term mindset (three to five years), then the stock is a great buy today. However, I don't know when the bear market turnaround will come, and the stock may drop further in the short term. Investors can mitigate this by slowly easing into the stock over set time periods, potentially buying the stock for a lower price.Today could be one of the best opportunities to buy Tesla stock in a long time. Don't worry about getting the absolute lowest price; a sentiment turnaround could come at any time and cause a rapid stock rise.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028256110,"gmtCreate":1653255775630,"gmtModify":1676535244897,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028256110","repostId":"2237028702","repostType":4,"repost":{"id":"2237028702","pubTimestamp":1653192000,"share":"https://ttm.financial/m/news/2237028702?lang=&edition=fundamental","pubTime":"2022-05-22 12:00","market":"us","language":"en","title":"Nvidia: Ridiculous Times Indeed","url":"https://stock-news.laohu8.com/highlight/detail?id=2237028702","media":"Seekingalpha","summary":"SummaryA friendly reminder that Nvidia will be reporting FQ1'23 earnings on 25 May 2022.In light of ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>A friendly reminder that Nvidia will be reporting FQ1&#39;23 earnings on 25 May 2022.</li><li>In light of macro issues and the collapse of the cryptocurrency market, we expect short-term pain ahead.</li><li>As a result, we encourage patience for NVDA investors for now, given the recent market consolidation.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d7343c8a58ddc860a09d49a813086a1\" tg-width=\"1080\" tg-height=\"741\" referrerpolicy=\"no-referrer\"/><span>Diamond Dogs/iStock via Getty Images</span></p><p><b>Investment Thesis</b></p><p>Nvidia (NASDAQ:NVDA) is expected to report earnings for FQ1&#39;23 on 25 May 2022. However, investors should not be rushing to play the earnings game, considering the macro pessimism. Furthermore, given how NVDA had been closely tied to the cryptocurrency mining, we may expect reduced sales moving forward, seeing how the whole market had lost over $1T of combined value in recent days.</p><p>However, we encourage NVDA investors to ignore the noise as the stock remains a solid investment for the next decade. Nonetheless, please do not buy the dip as we expect the stock to retrace in the next few weeks, as the market grapples with the macro pessimism and crypto crash.</p><p><b>Why Did NVDA Fall From Grace?</b></p><p><b>NVDA Revenue, Net Income, and Gross Margin</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c8b7f527622943487f298f58aec0a8f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>Pre-pandemic, NVDA had grown its revenue and net income at a steady CAGR of 16.44% and 18.9%. It obviously grew exponentially in the past two years, given the massive demand for personal devices due to the increased remote work/ study/ entertainment options during the COVID-19 pandemic. As a result, NVDA grew its revenues at a tremendous CAGR of 57.05%, while its net income rose even faster at a CAGR of 86.94%. The company also steadily improved its gross margins from 58.8% in FY2017 to 64.9% in FY2022.</p><p><b>NVDA 5Y Stock Price</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41f98282f6ea46ae8ad6b84c285f70dc\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>As a result, it is evident that NVDA investors had benefited from its stellar growth, given that the stock had risen by 580% in the past two years, before the drastic moderation that occurred in late 2021.</p><p><b>NVDA 5Y EV/Revenue and P/E Valuations</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb56f00646af22e85bd8a43914c1b14a\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>However, we believe that the market correction is expected, given that NVDA was trading at ridiculous valuations at its peak, with EV/NTM Revenue of 28x and NTM P/E of 72.98x. That is way higher than Intel&#39;s (INTC) valuation of EV/NTM Revenue of 4.19x and NTM P/E of 15.47x in the past three years, and even AMD (AMD) at 10.59x and 65.39x, respectively. In hindsight, it is evident that NVDA has been highly (maybe over) valued, given its exposure to multiple market segments, such as AI technology, autonomous EVs, cloud computing servers, cryptocurrency, and metaverse, amongst others.</p><p>Nonetheless, we may also see a short-term impact, given Meta&#39;s (FB) slowing investments in the Reality Labs ( metaverse),reduced demand for GPUs from the crypto mining, and impacted auto production outputs from China&#39;s Zero Covid Policy. As a result, given the uncertainties, we expect the pain to continue for a while longer as the market consolidates in the next few quarters.</p><p>In the meantime, we encourage you to read our previous article on NVDA, which would help you better understand its market opportunities in the AI technology, automotive, and data center industries.</p><p><b>NVDA Is Still Investing In Growth, Though We See Short-Term Impacts</b></p><p><b>NVDA Cash/ Equivalents, FCF, and FCF Margins</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdb6487d84c744bc4e43411a3930b4d1\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>Nonetheless, NVDA has been an excellent Free Cash Flow (FCF) generator, while reporting its record-breaking FCF of $8.13B and FCF margins of 30.2% in FY2022. The company also ended the year with a decent $1.99B of cash and equivalents, which will prove helpful for its expanding R&amp;D expenses at an average of 21.5% to its annual revenues in the past five years.</p><p><b>NVDA R&amp;D Expenses and % to Revenue</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2295ab78fcdb724f700193b47538ade\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>Assuming that NVDA continues its reinvestments, we may expect the company to spend up to $7.4B in R&amp;D expenses for FY2023. As an investor myself, I believe that high-growth tech companies, such as NVDA, should build up their future capabilities and product innovations, to keep their advantage in the highly competitive semiconductor industry moving forward. Nonetheless, the risks are also inherent that many companies may slow down their Capex investments in the next few quarters, given the impending recession and rising interest rates. Consequently, NVDA may also reduce its R&amp;D expenses for the short term, given the potential deceleration in revenue growth.</p><p><b>NVDA Projected Revenue and Net Income</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2badc1948a2e2ab65b118973f20c6a4\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>Over the next three years, NVDA is expected to report impressive revenue and net income growth at a CAGR of 18.99% and 27.19%, respectively. For FY2023, consensus estimates that the company will report revenues of $34.77B and a net income of $14.39B, representing remarkable YoY growth of 29.2% and 47.5%, respectively.</p><p>Investors will be looking closely at NVDA&#39;s FQ1&#39;23 performance, in which it had guided for revenues of $8.1B and gross margins of 65.2%. Assuming that the company successfully smashed its own and consensus estimates of $8.09B, we can be sure of a short-term recovery. However, it is also important to note that NVDA is expected to record a one-time write-off worth $1.36B for the quarter, due to the collapse of the ARM acquisition. In addition, given the quarter&#39;s exposure to the prolonged lockdowns in China, NVDA&#39;s revenue may also be impacted negatively. As a result, we expect a mixed FQ1&#39;23 performance, potentially leading to a further decline in its stock performance. We shall see.</p><p><b>So, Is NVDA Stock A Buy, Sell, Or Hold?</b></p><p>NVDA is currently trading at an EV/NTM Revenue of 11.93x, and NTM P/E of 30x, lower than its 5Y mean of 13.34x and 39.91x, respectively. The stock is also trading at $171.24 on 19 May 2022, down 50% from 52 weeks high of $346.47. Given the recent market pessimism, there is a likelihood that the stock may retrace further below its 52 weeks low of $135.43 in the next few days, before recovering upon a positive catalyst, namely its FQ1&#39;23 earnings call on 25 May 2022.</p><p>Even then, the NVDA stock could potentially remain stagnant post-earnings, similar to its peer, AMD. The latter had reported stellar FQ1&#39;22 earnings, while also raising its FY2022 guidance. In response, the stock rose by 9% from $91.13 to $99.42 on 3 May 2022, before drifting sideways for the next two weeks to reach $96.67 on 19 May 2022. We can be sure that if such an upbeat earnings call had occurred during the heights of the pandemic, AMD would have seen a more pronounced growth in valuation and stock price, similar to the 25% growth after FQ3&#39;21 earnings and 15% growth after FQ2&#39;21 earnings. As a result, interested tech investors must be aware that we are in the midst of maximum pain, significantly worsened by the cryptocurrency winter, the ongoing Ukraine war, and China&#39;s Zero Covid Policy.</p><p>Given the uncertainties and reasons listed above, we may expect softer FQ2&#39;23 guidance from NVDA&#39;s management as well. Though the stock may seem an attractive buy at its current &#34;undervaluation,&#34; given its growth potential and promising pipeline, we would encourage prudence for now. We expect a more attractive entry point moving forward, after more clarity from its FQ1&#39;23 earnings call. Patient investors will be awarded.</p><p>Therefore, we <i>rate NVDA stock as a Hold for now.</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Ridiculous Times Indeed</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\">\nNvidia: Ridiculous Times Indeed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-22 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513449-nvidia-ridiculous-times-indeed><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA friendly reminder that Nvidia will be reporting FQ1'23 earnings on 25 May 2022.In light of macro issues and the collapse of the cryptocurrency market, we expect short-term pain ahead.As a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513449-nvidia-ridiculous-times-indeed\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4513449-nvidia-ridiculous-times-indeed","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2237028702","content_text":"SummaryA friendly reminder that Nvidia will be reporting FQ1'23 earnings on 25 May 2022.In light of macro issues and the collapse of the cryptocurrency market, we expect short-term pain ahead.As a result, we encourage patience for NVDA investors for now, given the recent market consolidation.Diamond Dogs/iStock via Getty ImagesInvestment ThesisNvidia (NASDAQ:NVDA) is expected to report earnings for FQ1'23 on 25 May 2022. However, investors should not be rushing to play the earnings game, considering the macro pessimism. Furthermore, given how NVDA had been closely tied to the cryptocurrency mining, we may expect reduced sales moving forward, seeing how the whole market had lost over $1T of combined value in recent days.However, we encourage NVDA investors to ignore the noise as the stock remains a solid investment for the next decade. Nonetheless, please do not buy the dip as we expect the stock to retrace in the next few weeks, as the market grapples with the macro pessimism and crypto crash.Why Did NVDA Fall From Grace?NVDA Revenue, Net Income, and Gross MarginS&P Capital IQPre-pandemic, NVDA had grown its revenue and net income at a steady CAGR of 16.44% and 18.9%. It obviously grew exponentially in the past two years, given the massive demand for personal devices due to the increased remote work/ study/ entertainment options during the COVID-19 pandemic. As a result, NVDA grew its revenues at a tremendous CAGR of 57.05%, while its net income rose even faster at a CAGR of 86.94%. The company also steadily improved its gross margins from 58.8% in FY2017 to 64.9% in FY2022.NVDA 5Y Stock PriceSeeking AlphaAs a result, it is evident that NVDA investors had benefited from its stellar growth, given that the stock had risen by 580% in the past two years, before the drastic moderation that occurred in late 2021.NVDA 5Y EV/Revenue and P/E ValuationsS&P Capital IQHowever, we believe that the market correction is expected, given that NVDA was trading at ridiculous valuations at its peak, with EV/NTM Revenue of 28x and NTM P/E of 72.98x. That is way higher than Intel's (INTC) valuation of EV/NTM Revenue of 4.19x and NTM P/E of 15.47x in the past three years, and even AMD (AMD) at 10.59x and 65.39x, respectively. In hindsight, it is evident that NVDA has been highly (maybe over) valued, given its exposure to multiple market segments, such as AI technology, autonomous EVs, cloud computing servers, cryptocurrency, and metaverse, amongst others.Nonetheless, we may also see a short-term impact, given Meta's (FB) slowing investments in the Reality Labs ( metaverse),reduced demand for GPUs from the crypto mining, and impacted auto production outputs from China's Zero Covid Policy. As a result, given the uncertainties, we expect the pain to continue for a while longer as the market consolidates in the next few quarters.In the meantime, we encourage you to read our previous article on NVDA, which would help you better understand its market opportunities in the AI technology, automotive, and data center industries.NVDA Is Still Investing In Growth, Though We See Short-Term ImpactsNVDA Cash/ Equivalents, FCF, and FCF MarginsS&P Capital IQNonetheless, NVDA has been an excellent Free Cash Flow (FCF) generator, while reporting its record-breaking FCF of $8.13B and FCF margins of 30.2% in FY2022. The company also ended the year with a decent $1.99B of cash and equivalents, which will prove helpful for its expanding R&D expenses at an average of 21.5% to its annual revenues in the past five years.NVDA R&D Expenses and % to RevenueS&P Capital IQAssuming that NVDA continues its reinvestments, we may expect the company to spend up to $7.4B in R&D expenses for FY2023. As an investor myself, I believe that high-growth tech companies, such as NVDA, should build up their future capabilities and product innovations, to keep their advantage in the highly competitive semiconductor industry moving forward. Nonetheless, the risks are also inherent that many companies may slow down their Capex investments in the next few quarters, given the impending recession and rising interest rates. Consequently, NVDA may also reduce its R&D expenses for the short term, given the potential deceleration in revenue growth.NVDA Projected Revenue and Net IncomeS&P Capital IQOver the next three years, NVDA is expected to report impressive revenue and net income growth at a CAGR of 18.99% and 27.19%, respectively. For FY2023, consensus estimates that the company will report revenues of $34.77B and a net income of $14.39B, representing remarkable YoY growth of 29.2% and 47.5%, respectively.Investors will be looking closely at NVDA's FQ1'23 performance, in which it had guided for revenues of $8.1B and gross margins of 65.2%. Assuming that the company successfully smashed its own and consensus estimates of $8.09B, we can be sure of a short-term recovery. However, it is also important to note that NVDA is expected to record a one-time write-off worth $1.36B for the quarter, due to the collapse of the ARM acquisition. In addition, given the quarter's exposure to the prolonged lockdowns in China, NVDA's revenue may also be impacted negatively. As a result, we expect a mixed FQ1'23 performance, potentially leading to a further decline in its stock performance. We shall see.So, Is NVDA Stock A Buy, Sell, Or Hold?NVDA is currently trading at an EV/NTM Revenue of 11.93x, and NTM P/E of 30x, lower than its 5Y mean of 13.34x and 39.91x, respectively. The stock is also trading at $171.24 on 19 May 2022, down 50% from 52 weeks high of $346.47. Given the recent market pessimism, there is a likelihood that the stock may retrace further below its 52 weeks low of $135.43 in the next few days, before recovering upon a positive catalyst, namely its FQ1'23 earnings call on 25 May 2022.Even then, the NVDA stock could potentially remain stagnant post-earnings, similar to its peer, AMD. The latter had reported stellar FQ1'22 earnings, while also raising its FY2022 guidance. In response, the stock rose by 9% from $91.13 to $99.42 on 3 May 2022, before drifting sideways for the next two weeks to reach $96.67 on 19 May 2022. We can be sure that if such an upbeat earnings call had occurred during the heights of the pandemic, AMD would have seen a more pronounced growth in valuation and stock price, similar to the 25% growth after FQ3'21 earnings and 15% growth after FQ2'21 earnings. As a result, interested tech investors must be aware that we are in the midst of maximum pain, significantly worsened by the cryptocurrency winter, the ongoing Ukraine war, and China's Zero Covid Policy.Given the uncertainties and reasons listed above, we may expect softer FQ2'23 guidance from NVDA's management as well. Though the stock may seem an attractive buy at its current \"undervaluation,\" given its growth potential and promising pipeline, we would encourage prudence for now. We expect a more attractive entry point moving forward, after more clarity from its FQ1'23 earnings call. Patient investors will be awarded.Therefore, we rate NVDA stock as a Hold for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028256930,"gmtCreate":1653255745820,"gmtModify":1676535244889,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567397810082940","authorIdStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028256930","repostId":"2237028702","repostType":4,"repost":{"id":"2237028702","pubTimestamp":1653192000,"share":"https://ttm.financial/m/news/2237028702?lang=&edition=fundamental","pubTime":"2022-05-22 12:00","market":"us","language":"en","title":"Nvidia: Ridiculous Times Indeed","url":"https://stock-news.laohu8.com/highlight/detail?id=2237028702","media":"Seekingalpha","summary":"SummaryA friendly reminder that Nvidia will be reporting FQ1'23 earnings on 25 May 2022.In light of ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>A friendly reminder that Nvidia will be reporting FQ1&#39;23 earnings on 25 May 2022.</li><li>In light of macro issues and the collapse of the cryptocurrency market, we expect short-term pain ahead.</li><li>As a result, we encourage patience for NVDA investors for now, given the recent market consolidation.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d7343c8a58ddc860a09d49a813086a1\" tg-width=\"1080\" tg-height=\"741\" referrerpolicy=\"no-referrer\"/><span>Diamond Dogs/iStock via Getty Images</span></p><p><b>Investment Thesis</b></p><p>Nvidia (NASDAQ:NVDA) is expected to report earnings for FQ1&#39;23 on 25 May 2022. However, investors should not be rushing to play the earnings game, considering the macro pessimism. Furthermore, given how NVDA had been closely tied to the cryptocurrency mining, we may expect reduced sales moving forward, seeing how the whole market had lost over $1T of combined value in recent days.</p><p>However, we encourage NVDA investors to ignore the noise as the stock remains a solid investment for the next decade. Nonetheless, please do not buy the dip as we expect the stock to retrace in the next few weeks, as the market grapples with the macro pessimism and crypto crash.</p><p><b>Why Did NVDA Fall From Grace?</b></p><p><b>NVDA Revenue, Net Income, and Gross Margin</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c8b7f527622943487f298f58aec0a8f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>Pre-pandemic, NVDA had grown its revenue and net income at a steady CAGR of 16.44% and 18.9%. It obviously grew exponentially in the past two years, given the massive demand for personal devices due to the increased remote work/ study/ entertainment options during the COVID-19 pandemic. As a result, NVDA grew its revenues at a tremendous CAGR of 57.05%, while its net income rose even faster at a CAGR of 86.94%. The company also steadily improved its gross margins from 58.8% in FY2017 to 64.9% in FY2022.</p><p><b>NVDA 5Y Stock Price</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41f98282f6ea46ae8ad6b84c285f70dc\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>As a result, it is evident that NVDA investors had benefited from its stellar growth, given that the stock had risen by 580% in the past two years, before the drastic moderation that occurred in late 2021.</p><p><b>NVDA 5Y EV/Revenue and P/E Valuations</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb56f00646af22e85bd8a43914c1b14a\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>However, we believe that the market correction is expected, given that NVDA was trading at ridiculous valuations at its peak, with EV/NTM Revenue of 28x and NTM P/E of 72.98x. That is way higher than Intel&#39;s (INTC) valuation of EV/NTM Revenue of 4.19x and NTM P/E of 15.47x in the past three years, and even AMD (AMD) at 10.59x and 65.39x, respectively. In hindsight, it is evident that NVDA has been highly (maybe over) valued, given its exposure to multiple market segments, such as AI technology, autonomous EVs, cloud computing servers, cryptocurrency, and metaverse, amongst others.</p><p>Nonetheless, we may also see a short-term impact, given Meta&#39;s (FB) slowing investments in the Reality Labs ( metaverse),reduced demand for GPUs from the crypto mining, and impacted auto production outputs from China&#39;s Zero Covid Policy. As a result, given the uncertainties, we expect the pain to continue for a while longer as the market consolidates in the next few quarters.</p><p>In the meantime, we encourage you to read our previous article on NVDA, which would help you better understand its market opportunities in the AI technology, automotive, and data center industries.</p><p><b>NVDA Is Still Investing In Growth, Though We See Short-Term Impacts</b></p><p><b>NVDA Cash/ Equivalents, FCF, and FCF Margins</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdb6487d84c744bc4e43411a3930b4d1\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>Nonetheless, NVDA has been an excellent Free Cash Flow (FCF) generator, while reporting its record-breaking FCF of $8.13B and FCF margins of 30.2% in FY2022. The company also ended the year with a decent $1.99B of cash and equivalents, which will prove helpful for its expanding R&amp;D expenses at an average of 21.5% to its annual revenues in the past five years.</p><p><b>NVDA R&amp;D Expenses and % to Revenue</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2295ab78fcdb724f700193b47538ade\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>Assuming that NVDA continues its reinvestments, we may expect the company to spend up to $7.4B in R&amp;D expenses for FY2023. As an investor myself, I believe that high-growth tech companies, such as NVDA, should build up their future capabilities and product innovations, to keep their advantage in the highly competitive semiconductor industry moving forward. Nonetheless, the risks are also inherent that many companies may slow down their Capex investments in the next few quarters, given the impending recession and rising interest rates. Consequently, NVDA may also reduce its R&amp;D expenses for the short term, given the potential deceleration in revenue growth.</p><p><b>NVDA Projected Revenue and Net Income</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2badc1948a2e2ab65b118973f20c6a4\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>Over the next three years, NVDA is expected to report impressive revenue and net income growth at a CAGR of 18.99% and 27.19%, respectively. For FY2023, consensus estimates that the company will report revenues of $34.77B and a net income of $14.39B, representing remarkable YoY growth of 29.2% and 47.5%, respectively.</p><p>Investors will be looking closely at NVDA&#39;s FQ1&#39;23 performance, in which it had guided for revenues of $8.1B and gross margins of 65.2%. Assuming that the company successfully smashed its own and consensus estimates of $8.09B, we can be sure of a short-term recovery. However, it is also important to note that NVDA is expected to record a one-time write-off worth $1.36B for the quarter, due to the collapse of the ARM acquisition. In addition, given the quarter&#39;s exposure to the prolonged lockdowns in China, NVDA&#39;s revenue may also be impacted negatively. As a result, we expect a mixed FQ1&#39;23 performance, potentially leading to a further decline in its stock performance. We shall see.</p><p><b>So, Is NVDA Stock A Buy, Sell, Or Hold?</b></p><p>NVDA is currently trading at an EV/NTM Revenue of 11.93x, and NTM P/E of 30x, lower than its 5Y mean of 13.34x and 39.91x, respectively. The stock is also trading at $171.24 on 19 May 2022, down 50% from 52 weeks high of $346.47. Given the recent market pessimism, there is a likelihood that the stock may retrace further below its 52 weeks low of $135.43 in the next few days, before recovering upon a positive catalyst, namely its FQ1&#39;23 earnings call on 25 May 2022.</p><p>Even then, the NVDA stock could potentially remain stagnant post-earnings, similar to its peer, AMD. The latter had reported stellar FQ1&#39;22 earnings, while also raising its FY2022 guidance. In response, the stock rose by 9% from $91.13 to $99.42 on 3 May 2022, before drifting sideways for the next two weeks to reach $96.67 on 19 May 2022. We can be sure that if such an upbeat earnings call had occurred during the heights of the pandemic, AMD would have seen a more pronounced growth in valuation and stock price, similar to the 25% growth after FQ3&#39;21 earnings and 15% growth after FQ2&#39;21 earnings. As a result, interested tech investors must be aware that we are in the midst of maximum pain, significantly worsened by the cryptocurrency winter, the ongoing Ukraine war, and China&#39;s Zero Covid Policy.</p><p>Given the uncertainties and reasons listed above, we may expect softer FQ2&#39;23 guidance from NVDA&#39;s management as well. Though the stock may seem an attractive buy at its current &#34;undervaluation,&#34; given its growth potential and promising pipeline, we would encourage prudence for now. We expect a more attractive entry point moving forward, after more clarity from its FQ1&#39;23 earnings call. Patient investors will be awarded.</p><p>Therefore, we <i>rate NVDA stock as a Hold for now.</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Ridiculous Times Indeed</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\">\nNvidia: Ridiculous Times Indeed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-22 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513449-nvidia-ridiculous-times-indeed><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA friendly reminder that Nvidia will be reporting FQ1'23 earnings on 25 May 2022.In light of macro issues and the collapse of the cryptocurrency market, we expect short-term pain ahead.As a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513449-nvidia-ridiculous-times-indeed\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4513449-nvidia-ridiculous-times-indeed","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2237028702","content_text":"SummaryA friendly reminder that Nvidia will be reporting FQ1'23 earnings on 25 May 2022.In light of macro issues and the collapse of the cryptocurrency market, we expect short-term pain ahead.As a result, we encourage patience for NVDA investors for now, given the recent market consolidation.Diamond Dogs/iStock via Getty ImagesInvestment ThesisNvidia (NASDAQ:NVDA) is expected to report earnings for FQ1'23 on 25 May 2022. However, investors should not be rushing to play the earnings game, considering the macro pessimism. Furthermore, given how NVDA had been closely tied to the cryptocurrency mining, we may expect reduced sales moving forward, seeing how the whole market had lost over $1T of combined value in recent days.However, we encourage NVDA investors to ignore the noise as the stock remains a solid investment for the next decade. Nonetheless, please do not buy the dip as we expect the stock to retrace in the next few weeks, as the market grapples with the macro pessimism and crypto crash.Why Did NVDA Fall From Grace?NVDA Revenue, Net Income, and Gross MarginS&P Capital IQPre-pandemic, NVDA had grown its revenue and net income at a steady CAGR of 16.44% and 18.9%. It obviously grew exponentially in the past two years, given the massive demand for personal devices due to the increased remote work/ study/ entertainment options during the COVID-19 pandemic. As a result, NVDA grew its revenues at a tremendous CAGR of 57.05%, while its net income rose even faster at a CAGR of 86.94%. The company also steadily improved its gross margins from 58.8% in FY2017 to 64.9% in FY2022.NVDA 5Y Stock PriceSeeking AlphaAs a result, it is evident that NVDA investors had benefited from its stellar growth, given that the stock had risen by 580% in the past two years, before the drastic moderation that occurred in late 2021.NVDA 5Y EV/Revenue and P/E ValuationsS&P Capital IQHowever, we believe that the market correction is expected, given that NVDA was trading at ridiculous valuations at its peak, with EV/NTM Revenue of 28x and NTM P/E of 72.98x. That is way higher than Intel's (INTC) valuation of EV/NTM Revenue of 4.19x and NTM P/E of 15.47x in the past three years, and even AMD (AMD) at 10.59x and 65.39x, respectively. In hindsight, it is evident that NVDA has been highly (maybe over) valued, given its exposure to multiple market segments, such as AI technology, autonomous EVs, cloud computing servers, cryptocurrency, and metaverse, amongst others.Nonetheless, we may also see a short-term impact, given Meta's (FB) slowing investments in the Reality Labs ( metaverse),reduced demand for GPUs from the crypto mining, and impacted auto production outputs from China's Zero Covid Policy. As a result, given the uncertainties, we expect the pain to continue for a while longer as the market consolidates in the next few quarters.In the meantime, we encourage you to read our previous article on NVDA, which would help you better understand its market opportunities in the AI technology, automotive, and data center industries.NVDA Is Still Investing In Growth, Though We See Short-Term ImpactsNVDA Cash/ Equivalents, FCF, and FCF MarginsS&P Capital IQNonetheless, NVDA has been an excellent Free Cash Flow (FCF) generator, while reporting its record-breaking FCF of $8.13B and FCF margins of 30.2% in FY2022. The company also ended the year with a decent $1.99B of cash and equivalents, which will prove helpful for its expanding R&D expenses at an average of 21.5% to its annual revenues in the past five years.NVDA R&D Expenses and % to RevenueS&P Capital IQAssuming that NVDA continues its reinvestments, we may expect the company to spend up to $7.4B in R&D expenses for FY2023. As an investor myself, I believe that high-growth tech companies, such as NVDA, should build up their future capabilities and product innovations, to keep their advantage in the highly competitive semiconductor industry moving forward. Nonetheless, the risks are also inherent that many companies may slow down their Capex investments in the next few quarters, given the impending recession and rising interest rates. Consequently, NVDA may also reduce its R&D expenses for the short term, given the potential deceleration in revenue growth.NVDA Projected Revenue and Net IncomeS&P Capital IQOver the next three years, NVDA is expected to report impressive revenue and net income growth at a CAGR of 18.99% and 27.19%, respectively. For FY2023, consensus estimates that the company will report revenues of $34.77B and a net income of $14.39B, representing remarkable YoY growth of 29.2% and 47.5%, respectively.Investors will be looking closely at NVDA's FQ1'23 performance, in which it had guided for revenues of $8.1B and gross margins of 65.2%. Assuming that the company successfully smashed its own and consensus estimates of $8.09B, we can be sure of a short-term recovery. However, it is also important to note that NVDA is expected to record a one-time write-off worth $1.36B for the quarter, due to the collapse of the ARM acquisition. In addition, given the quarter's exposure to the prolonged lockdowns in China, NVDA's revenue may also be impacted negatively. As a result, we expect a mixed FQ1'23 performance, potentially leading to a further decline in its stock performance. We shall see.So, Is NVDA Stock A Buy, Sell, Or Hold?NVDA is currently trading at an EV/NTM Revenue of 11.93x, and NTM P/E of 30x, lower than its 5Y mean of 13.34x and 39.91x, respectively. The stock is also trading at $171.24 on 19 May 2022, down 50% from 52 weeks high of $346.47. Given the recent market pessimism, there is a likelihood that the stock may retrace further below its 52 weeks low of $135.43 in the next few days, before recovering upon a positive catalyst, namely its FQ1'23 earnings call on 25 May 2022.Even then, the NVDA stock could potentially remain stagnant post-earnings, similar to its peer, AMD. The latter had reported stellar FQ1'22 earnings, while also raising its FY2022 guidance. In response, the stock rose by 9% from $91.13 to $99.42 on 3 May 2022, before drifting sideways for the next two weeks to reach $96.67 on 19 May 2022. We can be sure that if such an upbeat earnings call had occurred during the heights of the pandemic, AMD would have seen a more pronounced growth in valuation and stock price, similar to the 25% growth after FQ3'21 earnings and 15% growth after FQ2'21 earnings. As a result, interested tech investors must be aware that we are in the midst of maximum pain, significantly worsened by the cryptocurrency winter, the ongoing Ukraine war, and China's Zero Covid Policy.Given the uncertainties and reasons listed above, we may expect softer FQ2'23 guidance from NVDA's management as well. Though the stock may seem an attractive buy at its current \"undervaluation,\" given its growth potential and promising pipeline, we would encourage prudence for now. We expect a more attractive entry point moving forward, after more clarity from its FQ1'23 earnings call. Patient investors will be awarded.Therefore, we rate NVDA stock as a Hold for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":195875630,"gmtCreate":1621289381720,"gmtModify":1704355066113,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/195875630","repostId":"2135984810","repostType":4,"repost":{"id":"2135984810","pubTimestamp":1621206955,"share":"https://ttm.financial/m/news/2135984810?lang=&edition=fundamental","pubTime":"2021-05-17 07:15","market":"us","language":"en","title":"Earnings to Watch This Week: Home Depot, Walmart, Target and Deere in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2135984810","media":"FX Empire","summary":"HOME DEPOT: The largest home improvement retailer in the United States is expected to report its first-quarter earnings of $3.06 per share, which represents year-over-year growth of about 47% from $2.08 per share seen in the same period a year ago.The home improvement retailer would post revenue growth of 21% to $34.2 billion. In the last four quarters, on average, Home Depot has beaten earnings estimates about 2%.The Atlanta, Georgia-based company’s shares rose over 20% so far this year. Home D","content":"<ul><li>Monday (May 17)</li><li>Tuesday (May 18)</li><li>Wednesday (May 19)</li><li>Thursday (May 20)</li><li>Friday (May 21)</li></ul><p><img src=\"https://static.tigerbbs.com/a1dc301411304347b3baff938af25111\" tg-width=\"1484\" tg-height=\"876\" referrerpolicy=\"no-referrer\"></p><p>Earnings Calendar For The Week Of May 17</p><h2>Monday (May 17)</h2><table width=\"406\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"238\"><b>Company</b></td><td width=\"104\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>DM</u></td><td width=\"238\">Dominion Midstream Partners</td><td width=\"104\">-$0.10</td></tr><tr><td width=\"64\"><u>RYAAY</u></td><td width=\"238\">Ryanair</td><td width=\"104\">-$2.04</td></tr></tbody></table><h2>Tuesday (May 18)</h2><p><b>IN THE SPOTLIGHT: HOME DEPOT, WALMART</b></p><p><b>HOME DEPOT</b>: The largest home improvement retailer in the United States is expected to report its first-quarter earnings of $3.06 per share, which represents year-over-year growth of about 47% from $2.08 per share seen in the same period a year ago.</p><p>The home improvement retailer would post revenue growth of 21% to $34.2 billion. In the last four quarters, on average, Home Depot has beaten earnings estimates about 2%.</p><p>The Atlanta, Georgia-based company’s shares rose over 20% so far this year. Home Depot’s better-than-expected results, which will be announced on Tuesday, could help the stock hit new all-time highs. But the stock’s performance could hinge on margins.</p><p>“We expect a 25% to 30% Q1’21 comp as top-line strength likely continued through the quarter. We model gross margin down 40 bps. For context, in Q4 lumber inflation pulled gross margin down ~30 bps and likely worsened sequentially. On SG&amp;A, assuming the per sq ft 2-year stack holds from Q4 (+24%), SG&amp;A should lever 360 to 400 bps,” noted Simeon Gutman, equity analyst at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>.</p><p>“In our model, this combination produces EPS of $3.55 to $3.85 vs consensus at $2.95. While a ’21 guide was not provided, if the ’20 top-line exit rate held through ’21, HD would expect a flat to slightly positive comp and an EBIT margin of at least 14%.”</p><p><b>WALMART</b>: The Bentonville, Arkansas-based retailer is expected to report its first-quarter earnings of $1.21 per share, which represents year-over-year growth of about 47% from $1.18 per share seen in the same period a year ago.</p><p>However, the multinational retail corporation that operates a chain of hypermarkets’ revenue would decline about 2% to $131.8 billion. In the last four quarters, on average, the retail giant has beaten earnings estimates about 9%.</p><p>“We raise 1Q22 EPS estimate to $1.23 from $1.22, on stronger Walmart U.S. comps, more modest SG&amp;A deleverage, offsetting lower International segment revenues on divestitures, and remain above Street’s $1.21. We raise our Walmart U.S. comps to +0.5%, ahead of Street’s +0.3%, and our updated estimates now imply 2-year stack growth of +10.5% Y/Y, in-line with 4Q21,” noted Oliver Chen, equity analyst at Cowen.</p><p>“We expect a tailwind from stimulus, and improved apparel and other general merchandise categories, offset by grocery and other essential categories normalizing. Recall in 1Q21 Grocery improved +LDD, Health &amp; Wellness +HSD, and General Merchandise +MSD.”</p><table width=\"425\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"238\"><b>Company</b></td><td width=\"123\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>HD</u></td><td width=\"238\">Home Depot</td><td width=\"123\">$3.06</td></tr><tr><td width=\"64\"><u>WMT</u></td><td width=\"238\">Walmart</td><td width=\"123\">$1.21</td></tr><tr><td width=\"64\"><u>SE</u></td><td width=\"238\">Spectra Energy</td><td width=\"123\">-$0.45</td></tr><tr><td width=\"64\"><u>NTES</u></td><td width=\"238\">NetEase</td><td width=\"123\">$6.35</td></tr><tr><td width=\"64\"><u>BZUN</u></td><td width=\"238\">Buzzi Unicem RSP</td><td width=\"123\">$0.60</td></tr><tr><td width=\"64\"><u>M</u></td><td width=\"238\">Macy’s</td><td width=\"123\">-$0.39</td></tr><tr><td width=\"64\"><u>DQ</u></td><td width=\"238\">Daqo New Energy</td><td width=\"123\">$1.18</td></tr><tr><td width=\"64\"><u>BIDU</u></td><td width=\"238\">Baidu</td><td width=\"123\">$10.63</td></tr><tr><td width=\"64\"><u>KC</u></td><td width=\"238\">Kutcho Copper</td><td width=\"123\">-$0.16</td></tr><tr><td width=\"64\"><u>STE</u></td><td width=\"238\">Steris</td><td width=\"123\">$1.79</td></tr><tr><td width=\"64\"><u>TTWO</u></td><td width=\"238\">Take <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive Software</td><td width=\"123\">$0.68</td></tr><tr><td width=\"64\"><u>TCOM</u></td><td width=\"238\">Trip.com Group Ltd</td><td width=\"123\">-$2.05</td></tr><tr><td width=\"64\"><u>JHX</u></td><td width=\"238\">James Hardie Industries</td><td width=\"123\">$0.29</td></tr><tr><td width=\"64\"><u>TTM</u></td><td width=\"238\">Tata Motors</td><td width=\"123\">$0.47</td></tr><tr><td width=\"64\"><u>MBT</u></td><td width=\"238\">Mobile TeleSystems OJSC</td><td width=\"123\">$19.37</td></tr><tr><td width=\"64\"><u>AAP</u></td><td width=\"238\">Advance Auto Parts</td><td width=\"123\">$3.08</td></tr><tr><td width=\"64\"><u>DY</u></td><td width=\"238\">Dycom Industries</td><td width=\"123\">$0.13</td></tr><tr><td width=\"64\"><u>ASND</u></td><td width=\"238\">Ascendant Resources</td><td width=\"123\">-$2.06</td></tr></tbody></table><h2>Wednesday (May 19)</h2><p><b>IN THE SPOTLIGHT: TARGET CORP</b></p><p>Target, <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest North American retailers offering customers both everyday essentials and fashionables, is expected to report its first-quarter earnings of $2.16 per share, which represents year-over-year growth of over 266% from $0.59 per share seen in the same period a year ago.</p><p>In the last four consecutive quarters, on average, the company has delivered an earnings surprise of over 60%. The Minneapolis, Minnesota-based company would post year-over-year revenue growth of over 9% to $21.51 billion.</p><p>Target’s better-than-expected results, which will be announced on May 19, would help the stock hit new all-time highs. Target shares rose over 19% so far this year.</p><p>“We raise 1Q21 EPS to $2.18E, ahead of Street’s $2.10 as we raise our comps estimate to+11.5%, and tweak margin assumptions. We now model comps +11.5%, yielding 2-year stack growth of +22.3%, accelerating sequentially by +30bps,” noted Oliver Chen, equity analyst at Cowen.</p><p>“We are ahead of Street’s+8.2% consensus estimate, and think our estimates could ultimately prove conservative as Target’s (TGT) category portfolio should see the retailer benefit from the stimulus, improving trends in apparel and other re-opening categories, along with continued strength in-home, which will more than offset normalizing food, essentials, and other category comps.”</p><table width=\"453\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"285\"><b>Company</b></td><td width=\"104\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>VIPS</u></td><td width=\"285\">Vipshop</td><td width=\"104\">$2.19</td></tr><tr><td width=\"64\"><u>JD</u></td><td width=\"285\">JD.com</td><td width=\"104\">$2.29</td></tr><tr><td width=\"64\"><u>LOW</u></td><td width=\"285\">Lowe’s Companies</td><td width=\"104\">$2.59</td></tr><tr><td width=\"64\"><u>CAE</u></td><td width=\"285\">Cae USA</td><td width=\"104\">$0.16</td></tr><tr><td width=\"64\"><u>ADI</u></td><td width=\"285\">Analog Devices</td><td width=\"104\">$1.45</td></tr><tr><td width=\"64\"><u>TGT</u></td><td width=\"285\">Target</td><td width=\"104\">$2.16</td></tr><tr><td width=\"64\"><u>TJX</u></td><td width=\"285\">TJX Companies</td><td width=\"104\">$0.30</td></tr><tr><td width=\"64\"><u>EXP</u></td><td width=\"285\">Eagle Materials</td><td width=\"104\">$1.23</td></tr><tr><td width=\"64\"><u>RXN</u></td><td width=\"285\"><a href=\"https://laohu8.com/S/RXN\">Rexnord</a></td><td width=\"104\">$0.45</td></tr><tr><td width=\"64\"><u>KEYS</u></td><td width=\"285\">Keysight Technologies</td><td width=\"104\">$1.33</td></tr><tr><td width=\"64\"><u>CSCO</u></td><td width=\"285\">Cisco Systems</td><td width=\"104\">$0.82</td></tr><tr><td width=\"64\"><u>LB</u></td><td width=\"285\">L Brands</td><td width=\"104\">$1.15</td></tr><tr><td width=\"64\"><u>SNPS</u></td><td width=\"285\">Synopsys</td><td width=\"104\">$1.53</td></tr><tr><td width=\"64\"><u>SQM</u></td><td width=\"285\">Sociedad Quimica Y Minera De Chile</td><td width=\"104\">$0.25</td></tr><tr><td width=\"64\"><u>YY</u></td><td width=\"285\">YY</td><td width=\"104\">-$0.39</td></tr><tr><td width=\"64\"><u>CPRT</u></td><td width=\"285\">Copart</td><td width=\"104\">$0.80</td></tr><tr><td width=\"64\"><u>OMVJF</u></td><td width=\"285\">OMV</td><td width=\"104\">$0.97</td></tr></tbody></table><h2>Thursday (May 20)</h2><table width=\"444\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"238\"><b>Company</b></td><td width=\"142\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>MNRO</u></td><td width=\"238\"><a href=\"https://laohu8.com/S/MNRO\">Monro Muffler Brake</a></td><td width=\"142\">$0.29</td></tr><tr><td width=\"64\"><u>KSS</u></td><td width=\"238\">Kohl’s</td><td width=\"142\">$0.06</td></tr><tr><td width=\"64\"><u>BRC</u></td><td width=\"238\">Brady</td><td width=\"142\">$0.65</td></tr><tr><td width=\"64\"><u>RL</u></td><td width=\"238\">Ralph Lauren</td><td width=\"142\">-$0.75</td></tr><tr><td width=\"64\"><u>HRL</u></td><td width=\"238\">Hormel Foods</td><td width=\"142\">$0.41</td></tr><tr><td width=\"64\"><u>BJ</u></td><td width=\"238\">BJs Wholesale Club Holdings Inc</td><td width=\"142\">$0.56</td></tr><tr><td width=\"64\"><u>PANW</u></td><td width=\"238\"><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></td><td width=\"142\">$1.28</td></tr><tr><td width=\"64\"><u>ROST</u></td><td width=\"238\">Ross Stores</td><td width=\"142\">$0.88</td></tr><tr><td width=\"64\"><u>FLO</u></td><td width=\"238\">Flowers Foods</td><td width=\"142\">$0.40</td></tr><tr><td width=\"64\"><u>AMAT</u></td><td width=\"238\">Applied Materials</td><td width=\"142\">$1.51</td></tr><tr><td width=\"64\"><u>DECK</u></td><td width=\"238\">Deckers Outdoor</td><td width=\"142\">$0.67</td></tr><tr><td width=\"64\"><u>TCEHY</u></td><td width=\"238\">Tencent</td><td width=\"142\">$0.54</td></tr><tr><td width=\"64\"><u>TBLMY</u></td><td width=\"238\">Tiger Brands Ltd PK</td><td width=\"142\">$0.34</td></tr></tbody></table><h2>Friday (May 21)</h2><p><b>IN THE SPOTLIGHT: DEERE &amp; COMPANY</b></p><p>Deere &amp; Company, the world’s largest maker of farm equipment, is expected to report its fiscal second-quarter earnings of $4.49 per share, which represents year-over-year growth of over 112% from $2.11 per share seen in the same period a year ago.</p><p>In the last four consecutive quarters, on average, the agricultural, construction, and forestry equipment manufacturer has delivered an earnings surprise of over 60%. The Moline, Illinois-based company would post year-over-year revenue growth of over 28% to $10.5 billion.</p><p>Deere’s better-than-expected results, which will be announced on Friday, would help the stock hit new all-time highs. Deere shares rose over 42% so far this year.</p><p>“Deere &amp; Company (DE) is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the highest quality, most defensive names within the broader Machinery universe, given an historically lower cyclicality of Ag Equipment and history of strong management execution. FY21 should mark a tangible acceleration in the NA large ag replacement cycle, as commodity tailwinds are complemented by moderating trade headwinds and improving farmer sentiment,” noted Courtney Yakavonis, equity analyst at Morgan Stanley.</p><p>“With mgmt continuing to execute against its 15% mid-cycle operating margin target, we see continued momentum in DE’s margin improvement narrative – representing one of the most attractive idiosyncratic margin improvement narratives in the broader Machinery group.”</p><table width=\"368\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"191\"><b>Company</b></td><td width=\"113\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>ROLL</u></td><td width=\"191\">Rbc Bearings</td><td width=\"113\">$1.05</td></tr><tr><td width=\"64\"><u>DE</u></td><td width=\"191\">Deere &amp; Company</td><td width=\"113\">$4.49</td></tr><tr><td width=\"64\"><u>BKE</u></td><td width=\"191\">Buckle</td><td width=\"113\">$0.29</td></tr><tr><td width=\"64\"><u>BAH</u></td><td width=\"191\">Booz Allen Hamilton</td><td width=\"113\">$0.84</td></tr><tr><td width=\"64\"><u>VFC</u></td><td width=\"191\">VF</td><td width=\"113\">$0.28</td></tr><tr><td width=\"64\"><u>FL</u></td><td width=\"191\">Foot Locker</td><td width=\"113\">$1.06</td></tr></tbody></table>","source":"yahoofinance","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>Earnings to Watch This Week: Home Depot, Walmart, Target and Deere in Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nEarnings to Watch This Week: Home Depot, Walmart, Target and Deere in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 07:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/earnings-watch-next-week-home-072955887.html><strong>FX Empire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Monday (May 17)Tuesday (May 18)Wednesday (May 19)Thursday (May 20)Friday (May 21)Earnings Calendar For The Week Of May 17Monday (May 17)TickerCompanyEPS ForecastDMDominion Midstream Partners-$0.10...</p>\n\n<a href=\"https://finance.yahoo.com/news/earnings-watch-next-week-home-072955887.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DE":"迪尔股份有限公司","TGT":"塔吉特","HD":"家得宝","HBCP":"Home合众银行","WMT":"沃尔玛"},"source_url":"https://finance.yahoo.com/news/earnings-watch-next-week-home-072955887.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2135984810","content_text":"Monday (May 17)Tuesday (May 18)Wednesday (May 19)Thursday (May 20)Friday (May 21)Earnings Calendar For The Week Of May 17Monday (May 17)TickerCompanyEPS ForecastDMDominion Midstream Partners-$0.10RYAAYRyanair-$2.04Tuesday (May 18)IN THE SPOTLIGHT: HOME DEPOT, WALMARTHOME DEPOT: The largest home improvement retailer in the United States is expected to report its first-quarter earnings of $3.06 per share, which represents year-over-year growth of about 47% from $2.08 per share seen in the same period a year ago.The home improvement retailer would post revenue growth of 21% to $34.2 billion. In the last four quarters, on average, Home Depot has beaten earnings estimates about 2%.The Atlanta, Georgia-based company’s shares rose over 20% so far this year. Home Depot’s better-than-expected results, which will be announced on Tuesday, could help the stock hit new all-time highs. But the stock’s performance could hinge on margins.“We expect a 25% to 30% Q1’21 comp as top-line strength likely continued through the quarter. We model gross margin down 40 bps. For context, in Q4 lumber inflation pulled gross margin down ~30 bps and likely worsened sequentially. On SG&A, assuming the per sq ft 2-year stack holds from Q4 (+24%), SG&A should lever 360 to 400 bps,” noted Simeon Gutman, equity analyst at Morgan Stanley.“In our model, this combination produces EPS of $3.55 to $3.85 vs consensus at $2.95. While a ’21 guide was not provided, if the ’20 top-line exit rate held through ’21, HD would expect a flat to slightly positive comp and an EBIT margin of at least 14%.”WALMART: The Bentonville, Arkansas-based retailer is expected to report its first-quarter earnings of $1.21 per share, which represents year-over-year growth of about 47% from $1.18 per share seen in the same period a year ago.However, the multinational retail corporation that operates a chain of hypermarkets’ revenue would decline about 2% to $131.8 billion. In the last four quarters, on average, the retail giant has beaten earnings estimates about 9%.“We raise 1Q22 EPS estimate to $1.23 from $1.22, on stronger Walmart U.S. comps, more modest SG&A deleverage, offsetting lower International segment revenues on divestitures, and remain above Street’s $1.21. We raise our Walmart U.S. comps to +0.5%, ahead of Street’s +0.3%, and our updated estimates now imply 2-year stack growth of +10.5% Y/Y, in-line with 4Q21,” noted Oliver Chen, equity analyst at Cowen.“We expect a tailwind from stimulus, and improved apparel and other general merchandise categories, offset by grocery and other essential categories normalizing. Recall in 1Q21 Grocery improved +LDD, Health & Wellness +HSD, and General Merchandise +MSD.”TickerCompanyEPS ForecastHDHome Depot$3.06WMTWalmart$1.21SESpectra Energy-$0.45NTESNetEase$6.35BZUNBuzzi Unicem RSP$0.60MMacy’s-$0.39DQDaqo New Energy$1.18BIDUBaidu$10.63KCKutcho Copper-$0.16STESteris$1.79TTWOTake Two Interactive Software$0.68TCOMTrip.com Group Ltd-$2.05JHXJames Hardie Industries$0.29TTMTata Motors$0.47MBTMobile TeleSystems OJSC$19.37AAPAdvance Auto Parts$3.08DYDycom Industries$0.13ASNDAscendant Resources-$2.06Wednesday (May 19)IN THE SPOTLIGHT: TARGET CORPTarget, one of the largest North American retailers offering customers both everyday essentials and fashionables, is expected to report its first-quarter earnings of $2.16 per share, which represents year-over-year growth of over 266% from $0.59 per share seen in the same period a year ago.In the last four consecutive quarters, on average, the company has delivered an earnings surprise of over 60%. The Minneapolis, Minnesota-based company would post year-over-year revenue growth of over 9% to $21.51 billion.Target’s better-than-expected results, which will be announced on May 19, would help the stock hit new all-time highs. Target shares rose over 19% so far this year.“We raise 1Q21 EPS to $2.18E, ahead of Street’s $2.10 as we raise our comps estimate to+11.5%, and tweak margin assumptions. We now model comps +11.5%, yielding 2-year stack growth of +22.3%, accelerating sequentially by +30bps,” noted Oliver Chen, equity analyst at Cowen.“We are ahead of Street’s+8.2% consensus estimate, and think our estimates could ultimately prove conservative as Target’s (TGT) category portfolio should see the retailer benefit from the stimulus, improving trends in apparel and other re-opening categories, along with continued strength in-home, which will more than offset normalizing food, essentials, and other category comps.”TickerCompanyEPS ForecastVIPSVipshop$2.19JDJD.com$2.29LOWLowe’s Companies$2.59CAECae USA$0.16ADIAnalog Devices$1.45TGTTarget$2.16TJXTJX Companies$0.30EXPEagle Materials$1.23RXNRexnord$0.45KEYSKeysight Technologies$1.33CSCOCisco Systems$0.82LBL Brands$1.15SNPSSynopsys$1.53SQMSociedad Quimica Y Minera De Chile$0.25YYYY-$0.39CPRTCopart$0.80OMVJFOMV$0.97Thursday (May 20)TickerCompanyEPS ForecastMNROMonro Muffler Brake$0.29KSSKohl’s$0.06BRCBrady$0.65RLRalph Lauren-$0.75HRLHormel Foods$0.41BJBJs Wholesale Club Holdings Inc$0.56PANWPalo Alto Networks$1.28ROSTRoss Stores$0.88FLOFlowers Foods$0.40AMATApplied Materials$1.51DECKDeckers Outdoor$0.67TCEHYTencent$0.54TBLMYTiger Brands Ltd PK$0.34Friday (May 21)IN THE SPOTLIGHT: DEERE & COMPANYDeere & Company, the world’s largest maker of farm equipment, is expected to report its fiscal second-quarter earnings of $4.49 per share, which represents year-over-year growth of over 112% from $2.11 per share seen in the same period a year ago.In the last four consecutive quarters, on average, the agricultural, construction, and forestry equipment manufacturer has delivered an earnings surprise of over 60%. The Moline, Illinois-based company would post year-over-year revenue growth of over 28% to $10.5 billion.Deere’s better-than-expected results, which will be announced on Friday, would help the stock hit new all-time highs. Deere shares rose over 42% so far this year.“Deere & Company (DE) is one of the highest quality, most defensive names within the broader Machinery universe, given an historically lower cyclicality of Ag Equipment and history of strong management execution. FY21 should mark a tangible acceleration in the NA large ag replacement cycle, as commodity tailwinds are complemented by moderating trade headwinds and improving farmer sentiment,” noted Courtney Yakavonis, equity analyst at Morgan Stanley.“With mgmt continuing to execute against its 15% mid-cycle operating margin target, we see continued momentum in DE’s margin improvement narrative – representing one of the most attractive idiosyncratic margin improvement narratives in the broader Machinery group.”TickerCompanyEPS ForecastROLLRbc Bearings$1.05DEDeere & Company$4.49BKEBuckle$0.29BAHBooz Allen Hamilton$0.84VFCVF$0.28FLFoot Locker$1.06","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035570405,"gmtCreate":1647648431110,"gmtModify":1676534254507,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035570405","repostId":"2220484770","repostType":4,"repost":{"id":"2220484770","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":1647644857,"share":"https://ttm.financial/m/news/2220484770?lang=&edition=fundamental","pubTime":"2022-03-19 07:07","market":"us","language":"en","title":"Wall St Closes Higher after Biden-XI Talks End, Oil Steadies","url":"https://stock-news.laohu8.com/highlight/detail?id=2220484770","media":"Reuters","summary":"No. But is it happier that it's around $100 than going up $20 every day?Of course.\"Investors were also monitoring for any impact from Friday's  \"triple witching,\" in which investors unwind positions in futures and options contracts before they expire, which can lead to volatility and trading volume.On Friday the expirations appeared to boost volume as 18.47 billion shares changed hands on U.S. exchanges compared with the 14.56 billion moving average for the last 20 sessions.The Dow Jones Industr","content":"<html><head></head><body><p>* FedEx falls on lower-than-expected quarterly earnings</p><p>* Moderna up on seeking FDA authorization for second booster</p><p>* Indexes rise: Dow 0.8%, S&amp;P 500 1.17%, Nasdaq 2.05%</p><p>March 18 (Reuters) - Wall Street&#39;s three major indexes closed higher on Friday, with the biggest boost from recently battered technology stocks, after talks between U.S. President Joe Biden and Chinese President Xi Jinping over the Ukraine crisis ended without big surprises.</p><p>Investors were also relieved by slowing gains in oil prices as they continued to digest the Federal Reserve&#39;s Wednesday interest rate increase and its aggressive plan for further hikes aimed at combating soaring inflation.</p><p>&#34;The read out from the meeting was as expected,&#34; said Art Hogan, chief market strategist at National Securities in New York regarding the Xi/Biden talks. He said that since Russia/Ukraine talks were continuing, investors were tending toward optimism.</p><p>&#34;Regarding Russia, Ukraine, the market has been more  positive on news from the diplomatic front than negative on the escalation.&#34;</p><p>Hogan also cited calmer oil prices and relief that the highly anticipated Fed news was finally out.</p><p>&#34;Instead of having fears and trepidation of what the Fed might do we have clear roadmap for monetary policy,&#34; he said.</p><p>In addition to less onerous than expected Fed actions, Steve Sosnick, chief strategist at Interactive Brokers in Greenwich, Connecticut said investors were reassured that U.S. crude oil prices weren&#39;t too far above $100 on Friday after recently surpassing $130.</p><p>&#34;At least for this week oil has found a level. That&#39;s someway positive for the market as a rising oil price is overweighted in consumer minds as an inflationary indicator,&#34; said Sosnick. &#34;Does the market like oil around $100? No. But is it happier that it&#39;s around $100 than going up $20 every day? Of course.&#34;</p><p>Investors were also monitoring for any impact from Friday&#39;s  &#34;triple witching,&#34; in which investors unwind positions in futures and options contracts before they expire, which can lead to volatility and trading volume.</p><p>On Friday the expirations appeared to boost volume as 18.47 billion shares changed hands on U.S. exchanges compared with the 14.56 billion moving average for the last 20 sessions.</p><p>The Dow Jones Industrial Average rose 274.17 points, or 0.8%, to 34,754.93, the S&amp;P 500 gained 51.45 points, or 1.17%, to 4,463.12 and the Nasdaq Composite added 279.06 points, or 2.05%, to 13,893.84.</p><p>Wall Street&#39;s three main indexes boasted their biggest weekly percentage gains since early November 2020 with the S&amp;P adding 6.2% while the Dow rose 5.5% and the Nasdaq jumping 8.2%.</p><p>Ten of the 11 major S&amp;P 500 sectors closed higher, with heavyweight technology and consumer discretionary both finishing up 2.2% while communication services rising 1.4%.</p><p>The only declining sector was utilities which ended the session down 0.9%.</p><p>Moderna Inc closed up 6.3% after the drugmaker submitted a request to the U.S. Food and Drug Administration to allow for a second booster of its COVID-19 vaccine.</p><p>Shares of Boeing Co finished up 1.4% after reports the planemaker was edging toward a landmark order from Delta Air Lines    for up to 100 of its 737 MAX 10 jets.</p><p>But shares in U.S. delivery firm FedEx Corp slumped almost 4% after a weaker-than-expected quarterly earnings report.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.20-to-1 ratio; on Nasdaq, a 2.19-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 19 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 44 new highs and 41 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Closes Higher after Biden-XI Talks End, Oil Steadies</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 St Closes Higher after Biden-XI Talks End, Oil Steadies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-19 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* FedEx falls on lower-than-expected quarterly earnings</p><p>* Moderna up on seeking FDA authorization for second booster</p><p>* Indexes rise: Dow 0.8%, S&amp;P 500 1.17%, Nasdaq 2.05%</p><p>March 18 (Reuters) - Wall Street&#39;s three major indexes closed higher on Friday, with the biggest boost from recently battered technology stocks, after talks between U.S. President Joe Biden and Chinese President Xi Jinping over the Ukraine crisis ended without big surprises.</p><p>Investors were also relieved by slowing gains in oil prices as they continued to digest the Federal Reserve&#39;s Wednesday interest rate increase and its aggressive plan for further hikes aimed at combating soaring inflation.</p><p>&#34;The read out from the meeting was as expected,&#34; said Art Hogan, chief market strategist at National Securities in New York regarding the Xi/Biden talks. He said that since Russia/Ukraine talks were continuing, investors were tending toward optimism.</p><p>&#34;Regarding Russia, Ukraine, the market has been more  positive on news from the diplomatic front than negative on the escalation.&#34;</p><p>Hogan also cited calmer oil prices and relief that the highly anticipated Fed news was finally out.</p><p>&#34;Instead of having fears and trepidation of what the Fed might do we have clear roadmap for monetary policy,&#34; he said.</p><p>In addition to less onerous than expected Fed actions, Steve Sosnick, chief strategist at Interactive Brokers in Greenwich, Connecticut said investors were reassured that U.S. crude oil prices weren&#39;t too far above $100 on Friday after recently surpassing $130.</p><p>&#34;At least for this week oil has found a level. That&#39;s someway positive for the market as a rising oil price is overweighted in consumer minds as an inflationary indicator,&#34; said Sosnick. &#34;Does the market like oil around $100? No. But is it happier that it&#39;s around $100 than going up $20 every day? Of course.&#34;</p><p>Investors were also monitoring for any impact from Friday&#39;s  &#34;triple witching,&#34; in which investors unwind positions in futures and options contracts before they expire, which can lead to volatility and trading volume.</p><p>On Friday the expirations appeared to boost volume as 18.47 billion shares changed hands on U.S. exchanges compared with the 14.56 billion moving average for the last 20 sessions.</p><p>The Dow Jones Industrial Average rose 274.17 points, or 0.8%, to 34,754.93, the S&amp;P 500 gained 51.45 points, or 1.17%, to 4,463.12 and the Nasdaq Composite added 279.06 points, or 2.05%, to 13,893.84.</p><p>Wall Street&#39;s three main indexes boasted their biggest weekly percentage gains since early November 2020 with the S&amp;P adding 6.2% while the Dow rose 5.5% and the Nasdaq jumping 8.2%.</p><p>Ten of the 11 major S&amp;P 500 sectors closed higher, with heavyweight technology and consumer discretionary both finishing up 2.2% while communication services rising 1.4%.</p><p>The only declining sector was utilities which ended the session down 0.9%.</p><p>Moderna Inc closed up 6.3% after the drugmaker submitted a request to the U.S. Food and Drug Administration to allow for a second booster of its COVID-19 vaccine.</p><p>Shares of Boeing Co finished up 1.4% after reports the planemaker was edging toward a landmark order from Delta Air Lines    for up to 100 of its 737 MAX 10 jets.</p><p>But shares in U.S. delivery firm FedEx Corp slumped almost 4% after a weaker-than-expected quarterly earnings report.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.20-to-1 ratio; on Nasdaq, a 2.19-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 19 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 44 new highs and 41 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4559":"巴菲特持仓","DOG":"道指反向ETF","OEX":"标普100","BK4500":"航空公司","BK4568":"美国抗疫概念","BK4550":"红杉资本持仓","BA":"波音","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","BK4551":"寇图资本持仓","QID":"纳指两倍做空ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","SPXU":"三倍做空标普500ETF","BK4548":"巴美列捷福持仓","OEF":"标普100指数ETF-iShares","SQQQ":"纳指三倍做空ETF","FDX":"联邦快递","BK4516":"特朗普概念","DXD":"道指两倍做空ETF","QLD":"纳指两倍做多ETF","BK4564":"太空概念","BK4532":"文艺复兴科技持仓","BK4187":"航天航空与国防","SPY":"标普500ETF","PSQ":"纳指反向ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","BK4008":"航空公司","DAL":"达美航空","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","SDS":"两倍做空标普500ETF","TQQQ":"纳指三倍做多ETF","MRNA":"Moderna, Inc.","QQQ":"纳指100ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220484770","content_text":"* FedEx falls on lower-than-expected quarterly earnings* Moderna up on seeking FDA authorization for second booster* Indexes rise: Dow 0.8%, S&P 500 1.17%, Nasdaq 2.05%March 18 (Reuters) - Wall Street's three major indexes closed higher on Friday, with the biggest boost from recently battered technology stocks, after talks between U.S. President Joe Biden and Chinese President Xi Jinping over the Ukraine crisis ended without big surprises.Investors were also relieved by slowing gains in oil prices as they continued to digest the Federal Reserve's Wednesday interest rate increase and its aggressive plan for further hikes aimed at combating soaring inflation.\"The read out from the meeting was as expected,\" said Art Hogan, chief market strategist at National Securities in New York regarding the Xi/Biden talks. He said that since Russia/Ukraine talks were continuing, investors were tending toward optimism.\"Regarding Russia, Ukraine, the market has been more  positive on news from the diplomatic front than negative on the escalation.\"Hogan also cited calmer oil prices and relief that the highly anticipated Fed news was finally out.\"Instead of having fears and trepidation of what the Fed might do we have clear roadmap for monetary policy,\" he said.In addition to less onerous than expected Fed actions, Steve Sosnick, chief strategist at Interactive Brokers in Greenwich, Connecticut said investors were reassured that U.S. crude oil prices weren't too far above $100 on Friday after recently surpassing $130.\"At least for this week oil has found a level. That's someway positive for the market as a rising oil price is overweighted in consumer minds as an inflationary indicator,\" said Sosnick. \"Does the market like oil around $100? No. But is it happier that it's around $100 than going up $20 every day? Of course.\"Investors were also monitoring for any impact from Friday's  \"triple witching,\" in which investors unwind positions in futures and options contracts before they expire, which can lead to volatility and trading volume.On Friday the expirations appeared to boost volume as 18.47 billion shares changed hands on U.S. exchanges compared with the 14.56 billion moving average for the last 20 sessions.The Dow Jones Industrial Average rose 274.17 points, or 0.8%, to 34,754.93, the S&P 500 gained 51.45 points, or 1.17%, to 4,463.12 and the Nasdaq Composite added 279.06 points, or 2.05%, to 13,893.84.Wall Street's three main indexes boasted their biggest weekly percentage gains since early November 2020 with the S&P adding 6.2% while the Dow rose 5.5% and the Nasdaq jumping 8.2%.Ten of the 11 major S&P 500 sectors closed higher, with heavyweight technology and consumer discretionary both finishing up 2.2% while communication services rising 1.4%.The only declining sector was utilities which ended the session down 0.9%.Moderna Inc closed up 6.3% after the drugmaker submitted a request to the U.S. Food and Drug Administration to allow for a second booster of its COVID-19 vaccine.Shares of Boeing Co finished up 1.4% after reports the planemaker was edging toward a landmark order from Delta Air Lines    for up to 100 of its 737 MAX 10 jets.But shares in U.S. delivery firm FedEx Corp slumped almost 4% after a weaker-than-expected quarterly earnings report.Advancing issues outnumbered declining ones on the NYSE by a 2.20-to-1 ratio; on Nasdaq, a 2.19-to-1 ratio favored advancers.The S&P 500 posted 19 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 44 new highs and 41 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034081497,"gmtCreate":1647735547654,"gmtModify":1676534261025,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034081497","repostId":"2220777059","repostType":4,"repost":{"id":"2220777059","pubTimestamp":1647653153,"share":"https://ttm.financial/m/news/2220777059?lang=&edition=fundamental","pubTime":"2022-03-19 09:25","market":"us","language":"en","title":"Sea Limited: The Three-Headed Monster","url":"https://stock-news.laohu8.com/highlight/detail?id=2220777059","media":"seekingalpha","summary":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but B","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Garena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.</li><li>In addition, Shopee&#39;s losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.</li><li>SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea&#39;s second cash cow.</li><li>With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won&#39;t be long before Sea requires another cash infusion.</li><li>Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51b3290f2015840c5d8f754c01de8a85\" tg-width=\"750\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/><span>undefined undefined/iStock via Getty Images</span></p><p>I&#39;ve been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I&#39;m doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let&#39;s get started!</p><p><b>Investment Thesis</b></p><p>Sea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company&#39;s slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee&#39;s losses are also getting worse.</p><p>The Group&#39;s cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.</p><p>On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea&#39;s second cash cow.</p><p>Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.</p><p>The three-headed monster is a Buy at these levels.</p><p><b>Value Proposition</b></p><p>Founded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.</p><blockquote><b>Mission</b>: To better the lives of consumers and small businesses with technology.</blockquote><p>Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea&#39;s main value proposition is providing a vertically-integrated experience through its different core businesses.</p><p><b>Garena</b></p><p>Its digital entertainment division, Garena, was Sea&#39;s first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.</p><p>Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena&#39;s Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>&#39;s findings, Free Fire still holds the most downloads globally as of January 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa392753c19f14d60ee0d992e58c3d2f\" tg-width=\"1280\" tg-height=\"741\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>Garena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.</p><p>In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.</p><p><b>Shopee</b></p><p>Perhaps the most exciting business segment is Sea&#39;s mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6649de846b2942b928a3f3e5d4035003\" tg-width=\"640\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee</span></p><p>Through the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee&#39;s two premium shopping platforms, Shopee Mall and Shopee Premium.</p><p>Along with Shopee&#39;s e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:</p><ul><li><b>Service by Shopee</b> - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.</li><li><b>BuyerProtection</b> - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers&#39; funds in a separate account until delivery is complete, where funds will be released to buyers.</li><li><b>Integrated Logistics Services</b>- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.</li><li><b>Social Features</b> - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).</li><li><b>On-demand Services</b>- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).</li></ul><p>Shopee&#39;s scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee&#39;s most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f9c550b140720336e00cc78e954d184\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p><b>SeaMoney</b></p><p>SeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea&#39;s operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney&#39;s various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.</p><p>Through SeaMoney&#39;s mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a &#34;buy now pay later&#34; payment option, enables consumers to purchase items without accessing credit. For those who are interested, I&#39;ve written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.</p><p>SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c85c862195f86fe9d4f0f8c8beced6b\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SeaBank Website</span></p><p>SeaMoney&#39;s main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea&#39;s other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.</p><p><b>Market Opportunity</b></p><p>Sea&#39;s market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let&#39;s take a look at each industry that Sea operates in.</p><p>First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72bda6df6bc2b7bdf8756d218f53185\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>According to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021&#39;s total figure. Given Garena&#39;s successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity&#39;s findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.</p><p>Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.</p><p>Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee&#39;s vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fcb903aed7c0ec901fc83c4f25f18b8\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.</p><p>Lastly, we have the fintech industry pertaining to SeaMoney. In my <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea&#39;s markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47ec896a6208b6023ae89f654704bbc7\" tg-width=\"1261\" tg-height=\"706\" referrerpolicy=\"no-referrer\"/><span>Source: Ark Invest Big Ideas 2022</span></p><p>As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney&#39;s other brands will benefit from this trend. Also of important note, SeaMoney&#39;s expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eb814b800c3121e3fb8cd0913f239d5\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.</p><p><b>Revenue Model</b></p><p>As mentioned previously, Sea operates three main business segments.</p><p><b>Digital Entertainment</b></p><p>Garena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.</p><p>Investors should take note of how revenue is recognized for this segment. According to Sea&#39;s 10-K:</p><blockquote>Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.</blockquote><p>Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.</p><blockquote>Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.</blockquote><p><b>E-commerce</b></p><p>Shopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.</p><p>Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.</p><p><b>Digital Financial Services</b></p><p>SeaMoney revenue consists of:</p><ul><li>Interest and fees from loans granted to commercial customers</li><li>Interest and fees from Sea&#39;s consumer credit business such as SPayLater</li><li>Commissions charged to merchants when a customer pays using SeaMoney&#39;s mobile wallet</li></ul><p><b>Income Statement</b></p><p>Let&#39;s analyze each of the business segments and then look at the entire Group as a whole.</p><p><b>Digital Entertainment</b></p><p>Garena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/998dfbcf3f3dba11b8f8722710c36ba4\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06de5e6066b66cd5596a445cd912c98\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3&#39;s QAUs of 729 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5bdd570a9eb859a9fef8569c9fad10a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3&#39;s 93 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/092c4a2f47b9336f2753b4548707b39f\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea&#39;s two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28c9f35ee55afb5c7d170a80d26ebf2\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.</p><p><b>E-Commerce</b></p><p>Shopee GMV continues its upward march as e-commerce continues to gain traction in Shopee&#39;s existing and newer markets. However, we&#39;re also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f657f7cacc9e00bc57df0e913fdb9ae\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>GMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fbc7f044de03ec379f262a5bfcdf331\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27710dc2140a6d139900819f51bd688a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The faster growth in Revenue was due to Shopee&#39;s increasing take rate, which displays Shopee&#39;s ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e4267bc5d33a2153e8624f73ed71540\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Despite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9d27cef61bc9a9058233f7eccc5eaa1\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>AEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c0d6aa930a81ea4fc153b7134dbf9d3\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>On the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before &#34;allocation of the headquarters’ common expenses&#34; was $(0.15), an improvement from last year&#39;s $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:</p><blockquote>We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.</blockquote><p><b>Digital Financial Services</b></p><p>SeaMoney&#39;s Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fa5ef6efa513d9040963fda42b4b9f2\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9397aec066366f40ec92c24187347a44\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcaf6046cf3c27e00b233a8428eb2d75\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Furthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.</p><p>As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney&#39;s AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f0d5a1800fef748694417e8cb8fc9f\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>This is the segment that investors should pay special attention to, given that it has the potential to be Sea&#39;s second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney&#39;s long-term margin profile.</p><p><b>Group</b></p><p>With that said, let&#39;s take a look at how the business is doing as a whole.</p><p>FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38de60bd773f3ef7afc4b2e28aa1c08f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Here, we can see how Revenue is distributed across the different segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a86e59478db8a3a4fdc85897f24410e9\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>What&#39;s encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee&#39;s aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd978ba4047cc6e20ac6086ba8420a8f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Operating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbdbde2c2ae744f36f8168ed32f94d62\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Most of the Operating Expenses were used for Sales &amp; Marketing purposes. Unsurprisingly, Shopee had the highest S&amp;M burn rate. Discounts, cashback, celebrity promotions... they&#39;re everywhere.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5253f186120da17c4cd901e5c442bd1e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As a result, Operating Profit Margins is still negative, although it is trending in the right direction.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a27b7833551107397c44acefc5ad2475\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>AEBITDA, on the other hand, is plunging. This is due to Garena&#39;s falling Bookings and Shoppe&#39;s widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d89fb95f74e23e85f8932870c0190bee\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021&#39;s number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.</p><p>On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena&#39;s estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae5e9399a838e5f841dcccaffbe673d8\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Because Garena is such an important piece of Shopee&#39;s and SeaMoney&#39;s growth story, a deceleration in Garena&#39;s business had investors reacting so negatively to Sea&#39;s latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.</p><p><b>Balance Sheet</b></p><p>Sea&#39;s balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc30ee494abc2eda3b75434b96e4a66b\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Adjusting for Sea&#39;s debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d3d0030e6518cc4198245f624cc75e1\" tg-width=\"640\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>With net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won&#39;t be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.</p><p><b>Cash Flow Statement</b></p><p>Here is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0aba061277a1410bb9f3dc176ea0115\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Unlike other high-flying growth companies, Sea&#39;s Share-Based Compensation expenses are relatively low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81fa229682c8880d6edd35535ef6a747\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p><b>Competitive Moats</b></p><p>Based on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.</p><p><b>Brand</b></p><p>As discussed in previous sections, Garena&#39;s games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.</p><p><b>Network Effects</b></p><p>The sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world&#39;s population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.</p><p>With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c641ac08707cc868b9e6004e2deaf950\" tg-width=\"1200\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee Brazil</span></p><p><b>Barriers To Entry</b></p><p>I believe each of Sea&#39;s core businesses is operating in a winner-takes-most environment with high barriers to entry.</p><p>The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena&#39;s Free Fire is certainly a blockbuster game and time in Free Fire&#39;s game means time away from other mobile games.</p><p>Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.</p><p>Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.</p><p><b>Valuation</b></p><p>Based on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2400cd917e5f6ce8c47ef74a8062093\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><span>Source: Author&#39;s Analysis</span></p><p>On the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bed1fd805a89523bbb8fa982bee40079\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>In terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf589a808c84131e9c36aa7b65a5129\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>The valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.</p><p><b>Catalysts</b></p><ul><li><b>Successful International Expansion</b> — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee&#39;s growth could turn exponential.</li><li><b>The Metaverse</b> — Sea&#39;s withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.</li></ul><blockquote>We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.</blockquote><ul><li><b>Regional SuperApp</b> — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.</li><li><b>Continued Growth In SeaMoney</b> — SeaMoney is still in its early stages and continued adoption of Sea&#39;s digital financial services offerings will be a strong addition to Sea&#39;s bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.</li><li><b>Free Fire India Ban Lift</b>— Garena&#39;s weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea&#39;s cash burn problems may be eliminated.</li></ul><p><b>Risks</b></p><ul><li><b>The Pressure to Launch Blockbuster Games</b>— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.</li><li><b>Shopee India Ban</b> — With Free Fire banned in India, there&#39;s also the potential for Shoppe to be banned as well.</li><li><b>Failure to Gain Traction in International Markets</b>— Shopee pulled out of France in early March, an indication that Shoppe&#39;s business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.</li><li><b>Geopolitical Risks</b>— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.</li><li><b>Local Competition</b>— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.</li></ul><p>In addition, there&#39;s a certain level of pride for consumers to see their native-born companies succeed. I&#39;m Indonesian, and it makes me really happy to see GoTo grow and grow.</p><p>GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here&#39;s a glance of GoTo&#39;s stats for the 12-months ended 30 September 2021:</p><ul><li>Valuation: $26.2 billion to $28.8 billion</li><li>GMV: $28.8 billion</li><li>Revenue: $1 billion</li><li>Gross Orders: 2 billion</li><li>Annual Transacting Users: 55 million</li><li>Driver Partners: 2.5 million</li><li>Merchants: 14 million</li></ul><p>The point is that there are big-time local players operating in Sea&#39;s markets that investors should never ignore. Here&#39;s a little snippet from my previous Shopee article:</p><blockquote>But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.</blockquote><blockquote>Meanwhile, Sea Limited&#39;s stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo&#39;s integration, Shopee&#39;s vertically-integrated business model doesn&#39;t look like a strong competitive advantage anymore.</blockquote><p><b>Conclusion</b></p><p>Each of Sea&#39;s core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.</p><p>That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company&#39;s unsustainable cash burn rate, which will likely lead to further capital raises in the near future.</p><p>Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.</p><p>Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don&#39;t hesitate to share your thoughts as well.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: The Three-Headed Monster</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: The Three-Headed Monster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 09:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220777059","content_text":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea's second cash cow.With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion.Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.undefined undefined/iStock via Getty ImagesI've been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I'm doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let's get started!Investment ThesisSea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company's slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee's losses are also getting worse.The Group's cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea's second cash cow.Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.The three-headed monster is a Buy at these levels.Value PropositionFounded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.Mission: To better the lives of consumers and small businesses with technology.Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea's main value proposition is providing a vertically-integrated experience through its different core businesses.GarenaIts digital entertainment division, Garena, was Sea's first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena's Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor Tower's findings, Free Fire still holds the most downloads globally as of January 2022.Source: SensorTowerGarena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.ShopeePerhaps the most exciting business segment is Sea's mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.Source: ShopeeThrough the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee's two premium shopping platforms, Shopee Mall and Shopee Premium.Along with Shopee's e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:Service by Shopee - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.BuyerProtection - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers' funds in a separate account until delivery is complete, where funds will be released to buyers.Integrated Logistics Services- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.Social Features - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).On-demand Services- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).Shopee's scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee's most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.Source: SensorTowerSeaMoneySeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea's operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney's various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.Through SeaMoney's mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a \"buy now pay later\" payment option, enables consumers to purchase items without accessing credit. For those who are interested, I've written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.Source: SeaBank WebsiteSeaMoney's main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea's other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.Market OpportunitySea's market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let's take a look at each industry that Sea operates in.First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.Source: SensorTowerAccording to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021's total figure. Given Garena's successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity's findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee's vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.Source: e-Conomy SEA 2021Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.Lastly, we have the fintech industry pertaining to SeaMoney. In my PayPal (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea's markets.Source: Ark Invest Big Ideas 2022As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney's other brands will benefit from this trend. Also of important note, SeaMoney's expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.Source: e-Conomy SEA 2021As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.Revenue ModelAs mentioned previously, Sea operates three main business segments.Digital EntertainmentGarena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.Investors should take note of how revenue is recognized for this segment. According to Sea's 10-K:Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.E-commerceShopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.Digital Financial ServicesSeaMoney revenue consists of:Interest and fees from loans granted to commercial customersInterest and fees from Sea's consumer credit business such as SPayLaterCommissions charged to merchants when a customer pays using SeaMoney's mobile walletIncome StatementLet's analyze each of the business segments and then look at the entire Group as a whole.Digital EntertainmentGarena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.Source: Sea Limited Investor Relations and Author's AnalysisThe rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.Source: Sea Limited Investor Relations and Author's AnalysisThe drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3's QAUs of 729 million.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3's 93 million.Source: Sea Limited Investor Relations and Author's AnalysisThe markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea's two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.Source: Sea Limited Investor Relations and Author's AnalysisAs such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.E-CommerceShopee GMV continues its upward march as e-commerce continues to gain traction in Shopee's existing and newer markets. However, we're also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.Source: Sea Limited Investor Relations and Author's AnalysisGMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.Source: Sea Limited Investor Relations and Author's AnalysisThe increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.Source: Sea Limited Investor Relations and Author's AnalysisThe faster growth in Revenue was due to Shopee's increasing take rate, which displays Shopee's ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.Source: Sea Limited Investor Relations and Author's AnalysisDespite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).Source: Sea Limited Investor Relations and Author's AnalysisOn the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before \"allocation of the headquarters’ common expenses\" was $(0.15), an improvement from last year's $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.Digital Financial ServicesSeaMoney's Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.Source: Sea Limited Investor Relations and Author's AnalysisThe growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.Source: Sea Limited Investor Relations and Author's AnalysisThe real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.Source: Sea Limited Investor Relations and Author's AnalysisFurthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney's AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.Source: Sea Limited Investor Relations and Author's AnalysisThis is the segment that investors should pay special attention to, given that it has the potential to be Sea's second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney's long-term margin profile.GroupWith that said, let's take a look at how the business is doing as a whole.FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.Source: Sea Limited Investor Relations and Author's AnalysisHere, we can see how Revenue is distributed across the different segments.Source: Sea Limited Investor Relations and Author's AnalysisWhat's encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee's aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.Source: Sea Limited Investor Relations and Author's AnalysisOperating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.Source: Sea Limited Investor Relations and Author's AnalysisMost of the Operating Expenses were used for Sales & Marketing purposes. Unsurprisingly, Shopee had the highest S&M burn rate. Discounts, cashback, celebrity promotions... they're everywhere.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Operating Profit Margins is still negative, although it is trending in the right direction.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA, on the other hand, is plunging. This is due to Garena's falling Bookings and Shoppe's widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.Source: Sea Limited Investor Relations and Author's AnalysisThe guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021's number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena's estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.Source: Sea Limited FY2021 Q4 Investor PresentationBecause Garena is such an important piece of Shopee's and SeaMoney's growth story, a deceleration in Garena's business had investors reacting so negatively to Sea's latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.Balance SheetSea's balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.Source: Sea Limited FY2021 Q4 Investor PresentationAdjusting for Sea's debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.Source: Sea Limited Investor Relations and Author's AnalysisWith net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.Cash Flow StatementHere is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.Source: Sea Limited Investor Relations and Author's AnalysisUnlike other high-flying growth companies, Sea's Share-Based Compensation expenses are relatively low.Source: Sea Limited Investor Relations and Author's AnalysisCompetitive MoatsBased on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.BrandAs discussed in previous sections, Garena's games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.Network EffectsThe sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world's population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.Source: Shopee BrazilBarriers To EntryI believe each of Sea's core businesses is operating in a winner-takes-most environment with high barriers to entry.The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena's Free Fire is certainly a blockbuster game and time in Free Fire's game means time away from other mobile games.Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and MercadoLibre (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.ValuationBased on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.Source: Author's AnalysisOn the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.Source: KoyfinIn terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.Source: KoyfinThe valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.CatalystsSuccessful International Expansion — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee's growth could turn exponential.The Metaverse — Sea's withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.Regional SuperApp — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.Continued Growth In SeaMoney — SeaMoney is still in its early stages and continued adoption of Sea's digital financial services offerings will be a strong addition to Sea's bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.Free Fire India Ban Lift— Garena's weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea's cash burn problems may be eliminated.RisksThe Pressure to Launch Blockbuster Games— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.Shopee India Ban — With Free Fire banned in India, there's also the potential for Shoppe to be banned as well.Failure to Gain Traction in International Markets— Shopee pulled out of France in early March, an indication that Shoppe's business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.Geopolitical Risks— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.Local Competition— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.In addition, there's a certain level of pride for consumers to see their native-born companies succeed. I'm Indonesian, and it makes me really happy to see GoTo grow and grow.GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here's a glance of GoTo's stats for the 12-months ended 30 September 2021:Valuation: $26.2 billion to $28.8 billionGMV: $28.8 billionRevenue: $1 billionGross Orders: 2 billionAnnual Transacting Users: 55 millionDriver Partners: 2.5 millionMerchants: 14 millionThe point is that there are big-time local players operating in Sea's markets that investors should never ignore. Here's a little snippet from my previous Shopee article:But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.Meanwhile, Sea Limited's stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo's integration, Shopee's vertically-integrated business model doesn't look like a strong competitive advantage anymore.ConclusionEach of Sea's core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company's unsustainable cash burn rate, which will likely lead to further capital raises in the near future.Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don't hesitate to share your thoughts as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148145832,"gmtCreate":1625963615726,"gmtModify":1703751203036,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/148145832","repostId":"1159307278","repostType":4,"repost":{"id":"1159307278","pubTimestamp":1625873648,"share":"https://ttm.financial/m/news/1159307278?lang=&edition=fundamental","pubTime":"2021-07-10 07:34","market":"us","language":"en","title":"5 Things to Know About Virgin Galactic and the First Passenger Flight to Space","url":"https://stock-news.laohu8.com/highlight/detail?id=1159307278","media":"Barrons","summary":"Richard Branson’s planned flight to space on Sunday could be a monumental moment for the fledgling s","content":"<p>Richard Branson’s planned flight to space on Sunday could be a monumental moment for the&nbsp;fledgling space tourism industry.</p>\n<p>So long as there are no issues or delays, the flight will take the 70-year-old founder of&nbsp;Virgin Galactic(ticker: SPCE), company mission specialists, and pilots, on the first passenger trip to space, beating Jeff Bezos’s Blue Origin passenger flight by more than a week.</p>\n<p>Here’s what to watch for Sunday, along with some recent history.</p>\n<p><b>When Will the Virgin Galactic Space Flight Take Off?</b></p>\n<p>The Virgin Galactic Unity 22 spaceflight is expected to launch from Virgin’s spaceport in New Mexico around 9 a.m. eastern time. The launch can be streamed live on the&nbsp;company’s website&nbsp;and on&nbsp;Barron’s&nbsp;below.</p>\n<p><b>How High Up in Space Will Passenger Go?</b></p>\n<p>Galactic’s VSS Unity spacecraft will hit speeds of about Mach 3, or three times the speed of sound, and rise to about 300,000 feet, or 57 miles. That’s about 10 times as high as many commercial flights but still considered the edge of space. The suborbital flight will not pass the so-called Karman line, which is what scientists use to define the boundary of outer space. That line is about 62 miles up.</p>\n<p>Blue Origin plans to take its passengers past the Karman line on its flight.</p>\n<p><b>How Much Did Passengers Pay for the Trip?</b></p>\n<p>Nothing. While this flight could be another step forward for space tourism, the expected crew members are Galactic employees and Branson. Joining the company’s founder on board will be two pilots; Beth Moses, chief astronaut instructor; Colin Bennett, lead operations engineer; and Sirisha Bandla, vice president of government affairs and research operations.</p>\n<p>Still, Branson is no stranger to publicity. Canaccord analyst Ken Herbert believes&nbsp;it’s possible&nbsp;that Galactic could surprise viewers by bringing a paying customer on board with Branson. That would generate additional buzz for the company.</p>\n<p>A move like that would best space-tourism competitor Blue Origin in another way. Bezos is expected to take the first paying passenger to space on his flight later this month. That seat was auctioned off for&nbsp;$28 million.</p>\n<p>A ticket on a future Virgin Galactic flight will run&nbsp;about $250,000.</p>\n<p><b>What Does the Flight Mean for Investors?</b></p>\n<p>The continuation of flight tests brings Galactic one step closer to full commercialization, which means sales and, hopefully, earnings down the road.</p>\n<p>Once fully operational, each Galactic spaceship is expected to make roughly 36 flights a year. Most Galactic spaceships have about six seats for sale. At full capacity, that’s about $54 million per spaceship a year.</p>\n<p>Analysts expect Galactic to do about $3 million in 2021 sales, growing to $51 million in 2022 and $555 million by 2025. Earnings and cash flow are expected to turn positive around 2024.</p>\n<p>The flight and associated news coverage also represent publicity for the company.</p>\n<p><b>How Will Virgin Galactic Stock Benefit?</b></p>\n<p>A successful test flight is a clear positive for Galactic, but it might not be so for its stock. The news of the flight and the potential benefits are, for the most part, already priced into shares of Virgin Galactic.</p>\n<p><img src=\"https://static.tigerbbs.com/a4113576958bcf043e56e1c92578d0cc\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>The stock is up roughly 120% year to date and up more than 200% over the past 12 months, giving the start-up a market capitalization of around $11 billion.</p>\n<p>Investors shouldn’t be disappointed if the stock doesn’t gain on Monday following a successful flight. The ultimate value of the company will be determined down the road.</p>\n<p>Analysts loved the stock when it was cheaper. Back in September, all analysts covering Galactic rated shares Buy. Theaverage Buy-ratingratio for&nbsp;S&amp;P 500&nbsp;stocks is about 55%.</p>\n<p>Shares were $25 in September. Now, only 30% of analysts rate shares Buy as the stock has rocketed north of $50 a share.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Things to Know About Virgin Galactic and the First Passenger Flight to Space</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Things to Know About Virgin Galactic and the First Passenger Flight to Space\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 07:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/virgin-galactic-richard-branson-space-flight-51625848364?mod=hp_LEAD_4><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Richard Branson’s planned flight to space on Sunday could be a monumental moment for the fledgling space tourism industry.\nSo long as there are no issues or delays, the flight will take the 70-year-...</p>\n\n<a href=\"https://www.barrons.com/articles/virgin-galactic-richard-branson-space-flight-51625848364?mod=hp_LEAD_4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"source_url":"https://www.barrons.com/articles/virgin-galactic-richard-branson-space-flight-51625848364?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159307278","content_text":"Richard Branson’s planned flight to space on Sunday could be a monumental moment for the fledgling space tourism industry.\nSo long as there are no issues or delays, the flight will take the 70-year-old founder of Virgin Galactic(ticker: SPCE), company mission specialists, and pilots, on the first passenger trip to space, beating Jeff Bezos’s Blue Origin passenger flight by more than a week.\nHere’s what to watch for Sunday, along with some recent history.\nWhen Will the Virgin Galactic Space Flight Take Off?\nThe Virgin Galactic Unity 22 spaceflight is expected to launch from Virgin’s spaceport in New Mexico around 9 a.m. eastern time. The launch can be streamed live on the company’s website and on Barron’s below.\nHow High Up in Space Will Passenger Go?\nGalactic’s VSS Unity spacecraft will hit speeds of about Mach 3, or three times the speed of sound, and rise to about 300,000 feet, or 57 miles. That’s about 10 times as high as many commercial flights but still considered the edge of space. The suborbital flight will not pass the so-called Karman line, which is what scientists use to define the boundary of outer space. That line is about 62 miles up.\nBlue Origin plans to take its passengers past the Karman line on its flight.\nHow Much Did Passengers Pay for the Trip?\nNothing. While this flight could be another step forward for space tourism, the expected crew members are Galactic employees and Branson. Joining the company’s founder on board will be two pilots; Beth Moses, chief astronaut instructor; Colin Bennett, lead operations engineer; and Sirisha Bandla, vice president of government affairs and research operations.\nStill, Branson is no stranger to publicity. Canaccord analyst Ken Herbert believes it’s possible that Galactic could surprise viewers by bringing a paying customer on board with Branson. That would generate additional buzz for the company.\nA move like that would best space-tourism competitor Blue Origin in another way. Bezos is expected to take the first paying passenger to space on his flight later this month. That seat was auctioned off for $28 million.\nA ticket on a future Virgin Galactic flight will run about $250,000.\nWhat Does the Flight Mean for Investors?\nThe continuation of flight tests brings Galactic one step closer to full commercialization, which means sales and, hopefully, earnings down the road.\nOnce fully operational, each Galactic spaceship is expected to make roughly 36 flights a year. Most Galactic spaceships have about six seats for sale. At full capacity, that’s about $54 million per spaceship a year.\nAnalysts expect Galactic to do about $3 million in 2021 sales, growing to $51 million in 2022 and $555 million by 2025. Earnings and cash flow are expected to turn positive around 2024.\nThe flight and associated news coverage also represent publicity for the company.\nHow Will Virgin Galactic Stock Benefit?\nA successful test flight is a clear positive for Galactic, but it might not be so for its stock. The news of the flight and the potential benefits are, for the most part, already priced into shares of Virgin Galactic.\n\nThe stock is up roughly 120% year to date and up more than 200% over the past 12 months, giving the start-up a market capitalization of around $11 billion.\nInvestors shouldn’t be disappointed if the stock doesn’t gain on Monday following a successful flight. The ultimate value of the company will be determined down the road.\nAnalysts loved the stock when it was cheaper. Back in September, all analysts covering Galactic rated shares Buy. Theaverage Buy-ratingratio for S&P 500 stocks is about 55%.\nShares were $25 in September. Now, only 30% of analysts rate shares Buy as the stock has rocketed north of $50 a share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001027613,"gmtCreate":1641112493836,"gmtModify":1676533573618,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001027613","repostId":"2200444738","repostType":4,"repost":{"id":"2200444738","pubTimestamp":1641099600,"share":"https://ttm.financial/m/news/2200444738?lang=&edition=fundamental","pubTime":"2022-01-02 13:00","market":"us","language":"en","title":"If I Could Buy Only 1 Stock in 2022, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2200444738","media":"Motley Fool","summary":"Our favorite stock picks for the coming year.","content":"<html><head></head><body><p>We&#39;re firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.</p><p>We asked some of our Fool.com contributors to whittle their favorites down to their top choice to buy in 2022 if they could only pick <a href=\"https://laohu8.com/S/AONE.U\">one</a>. Here&#39;s why <b><a href=\"https://laohu8.com/S/MMM\">3M</a></b> (NYSE:MMM), <b>Brookfield Asset Management </b>(NYSE:BAM), and <b>Brookfield Renewable</b> (NYSE:BEP)(NYSE:BEPC) topped their lists as the one stock they&#39;d buy this year. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a909bb3cfb7abaedc74cfef9296edc0a\" tg-width=\"700\" tg-height=\"423\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>A diversified giant that&#39;s still on sale</h2><p><b>Reuben Gregg Brewer (3M):</b> Benjamin Graham, renowned value investor and mentor to Warren Buffet, explains that investors are partnered with &#34;Mr. Market,&#34; a mercurial fellow prone to fits of despair and jubilation. When he&#39;s overly excited, you should consider selling to him; when he&#39;s pessimistic, you should think about buying. Right now, Mr. Market is very downbeat on diversified international industrial giant 3M. One way to see this is that the company&#39;s dividend yield, at around 3.3%, is near the top end of its historical range.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35404c30dd22bffd6cc4a1450aa485c9\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>MMM Dividend Yield data by YCharts</span></p><p>Graham had some other advice when it came to actually selecting stocks. Specifically, he argued that most investors would be wise sticking to large, financially strong companies, with strong dividend histories. 3M stacks up well on these measures. It has a market cap of $100 billion, which makes it a mega-cap stock. Its balance sheet is investment-grade rated by the major credit agencies, so it&#39;s financially strong. And it has increased its dividend annually for over 60 years, making it a very elite Dividend King.</p><p>So why is Mr. Market pessimistic? The answer is a mixture of slowing growth and some product and environmental lawsuits. These are notable problems, but they&#39;re not insurmountable. On the business front, the industrial giant&#39;s operations wax and wane over time just like any other company. Given its history and focus on innovation, it should eventually get back on a better track. As for the lawsuits, they could be costly, but it&#39;s likely that 3M will be able to handle the hit. In the end, this is an attractively priced name with a great history that is dealing with issues that seem transitory.</p><h2>A proven value creator</h2><p><b>Matt DiLallo (Brookfield Asset Management):</b> I like to invest. Because of that, I routinely purchase a variety of stocks. However, if I could only buy one in the coming year, Brookfield Asset Management would be my top choice.</p><p>For starters, I love the company&#39;s management. CEO Bruce Flatt is a personal favorite of mine. He&#39;s right up there with Warren Buffett in my book as one of the best value investors around. I enjoy reading his quarterly letter to shareholders, which Flatt fills with investing and economic insight. He&#39;s also a proven value creator. Since becoming CEO in 2002, he&#39;s helped Brookfield deliver a 15.7% total annualized return, pulverizing the <b>S&amp;P 500</b>&#39;s 10.6% total return during that time frame. </p><p>I also like the company&#39;s business model. Brookfield is a leading global alternative asset manager focused on real estate, infrastructure, and renewable energy -- three of my favorite investing themes. An investment in Brookfield provides broad exposure to those three asset classes and many more. Brookfield invests directly across those themes and manages private equity funds focused on those sectors.</p><p>Finally, Brookfield has enormous upside potential. It expects to double its fee-bearing assets under management over the next five years. Combine that with performance-based earnings on its funds and the compounding value of its balance sheet investments, and it has the potential of generating up to 25% annualized total returns over the next five years. That upside, along with all the other positives, is why I&#39;d buy Brookfield if it were the only stock I could purchase this year. </p><h2>Investors are overlooking the growth potential here</h2><p><b>Neha Chamaria</b> <b>(Brookfield Renewable)</b>: 2021 is turning out to be a record-setting year for global renewable electricity addition, but this could just be the beginning. Yet shares of one of the largest pure-play renewables companies that&#39;s growing at a steady pace have languished this year, which is why Brookfield Renewable would be at the top of my shopping list of stocks to buy in 2022.</p><p>Brookfield Renewable, in fact, generated record funds from operations (FFO) in its third quarter and believes it could grow FFO by nearly 20% per year through 2026 through a combination of organic and inorganic growth. 2021 was also a solid year in terms of growth initiatives, with Brookfield Renewable expanding its U.S. distributed-generation business by nearly five times, signing agreements to acquire multiple late-stage solar development projects in the U.S. and even making meaningful headway in the high-potential green hydrogen space.</p><p>Brookfield Renewable&#39;s current development pipeline is larger than ever, and the company is committed to growing dividends annually by 5% to 9%. That shouldn&#39;t be tough given the solid pace of growth in its FFO. That dividend growth, its dividend yield of 3.4%, and the humongous growth potential in renewable energy are the biggest reasons why I consider Brookfield Renewable a top stock for 2022.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock in 2022, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock in 2022, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-02 13:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We're firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.We asked some of our Fool.com contributors to whittle their favorites down to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAM":"布鲁克菲尔德资产管理","BK4534":"瑞士信贷持仓","BK4206":"工业集团企业","BEP":"Brookfield Renewable Partners LP","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4512":"苹果概念","BK4135":"资产管理与托管银行","BEPC":"Brookfield Renewable Corp.","MMM":"3M","BK4133":"新能源发电业者"},"source_url":"https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200444738","content_text":"We're firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.We asked some of our Fool.com contributors to whittle their favorites down to their top choice to buy in 2022 if they could only pick one. Here's why 3M (NYSE:MMM), Brookfield Asset Management (NYSE:BAM), and Brookfield Renewable (NYSE:BEP)(NYSE:BEPC) topped their lists as the one stock they'd buy this year. Image source: Getty Images.A diversified giant that's still on saleReuben Gregg Brewer (3M): Benjamin Graham, renowned value investor and mentor to Warren Buffet, explains that investors are partnered with \"Mr. Market,\" a mercurial fellow prone to fits of despair and jubilation. When he's overly excited, you should consider selling to him; when he's pessimistic, you should think about buying. Right now, Mr. Market is very downbeat on diversified international industrial giant 3M. One way to see this is that the company's dividend yield, at around 3.3%, is near the top end of its historical range.MMM Dividend Yield data by YChartsGraham had some other advice when it came to actually selecting stocks. Specifically, he argued that most investors would be wise sticking to large, financially strong companies, with strong dividend histories. 3M stacks up well on these measures. It has a market cap of $100 billion, which makes it a mega-cap stock. Its balance sheet is investment-grade rated by the major credit agencies, so it's financially strong. And it has increased its dividend annually for over 60 years, making it a very elite Dividend King.So why is Mr. Market pessimistic? The answer is a mixture of slowing growth and some product and environmental lawsuits. These are notable problems, but they're not insurmountable. On the business front, the industrial giant's operations wax and wane over time just like any other company. Given its history and focus on innovation, it should eventually get back on a better track. As for the lawsuits, they could be costly, but it's likely that 3M will be able to handle the hit. In the end, this is an attractively priced name with a great history that is dealing with issues that seem transitory.A proven value creatorMatt DiLallo (Brookfield Asset Management): I like to invest. Because of that, I routinely purchase a variety of stocks. However, if I could only buy one in the coming year, Brookfield Asset Management would be my top choice.For starters, I love the company's management. CEO Bruce Flatt is a personal favorite of mine. He's right up there with Warren Buffett in my book as one of the best value investors around. I enjoy reading his quarterly letter to shareholders, which Flatt fills with investing and economic insight. He's also a proven value creator. Since becoming CEO in 2002, he's helped Brookfield deliver a 15.7% total annualized return, pulverizing the S&P 500's 10.6% total return during that time frame. I also like the company's business model. Brookfield is a leading global alternative asset manager focused on real estate, infrastructure, and renewable energy -- three of my favorite investing themes. An investment in Brookfield provides broad exposure to those three asset classes and many more. Brookfield invests directly across those themes and manages private equity funds focused on those sectors.Finally, Brookfield has enormous upside potential. It expects to double its fee-bearing assets under management over the next five years. Combine that with performance-based earnings on its funds and the compounding value of its balance sheet investments, and it has the potential of generating up to 25% annualized total returns over the next five years. That upside, along with all the other positives, is why I'd buy Brookfield if it were the only stock I could purchase this year. Investors are overlooking the growth potential hereNeha Chamaria (Brookfield Renewable): 2021 is turning out to be a record-setting year for global renewable electricity addition, but this could just be the beginning. Yet shares of one of the largest pure-play renewables companies that's growing at a steady pace have languished this year, which is why Brookfield Renewable would be at the top of my shopping list of stocks to buy in 2022.Brookfield Renewable, in fact, generated record funds from operations (FFO) in its third quarter and believes it could grow FFO by nearly 20% per year through 2026 through a combination of organic and inorganic growth. 2021 was also a solid year in terms of growth initiatives, with Brookfield Renewable expanding its U.S. distributed-generation business by nearly five times, signing agreements to acquire multiple late-stage solar development projects in the U.S. and even making meaningful headway in the high-potential green hydrogen space.Brookfield Renewable's current development pipeline is larger than ever, and the company is committed to growing dividends annually by 5% to 9%. That shouldn't be tough given the solid pace of growth in its FFO. That dividend growth, its dividend yield of 3.4%, and the humongous growth potential in renewable energy are the biggest reasons why I consider Brookfield Renewable a top stock for 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830849114,"gmtCreate":1629065553038,"gmtModify":1676529917117,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/830849114","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","pubTimestamp":1628997765,"share":"https://ttm.financial/m/news/1127633167?lang=&edition=fundamental","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p>\n<p>The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock&nbsp;that returns 10 times what you paid for it.</p>\n<p>Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified&nbsp;in a&nbsp;<i>Barron’s</i>&nbsp;cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p>\n<p>Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p>\n<p>Many investors are happy to stick with large, well-known compounders, such as&nbsp;Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and&nbsp;Eli Lilly(LLY).</p>\n<p><i>Barron’s</i>&nbsp;sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p>\n<p>Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p>\n<table>\n <thead>\n  <tr>\n   <th>Company / Ticker</th>\n   <th>Recent Price</th>\n   <th>YTD Change</th>\n   <th>2021E P/E</th>\n   <th>2021E Price/Sales</th>\n   <th>2022E P/E</th>\n   <th>2022E Price/Sales</th>\n   <th>LT Growth Rate*</th>\n   <th>Market Value (bil)</th>\n   <th>Comment</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>Amedysis / AMED</td>\n   <td>$185.15</td>\n   <td>-37%</td>\n   <td>30.2</td>\n   <td>2.7</td>\n   <td>27.7</td>\n   <td>2.4</td>\n   <td>10.5%</td>\n   <td>$6.3</td>\n   <td>Leader in home health care</td>\n  </tr>\n  <tr>\n   <td>Amyris / AMRS</td>\n   <td>13.64</td>\n   <td>121</td>\n   <td>NM</td>\n   <td>10.4</td>\n   <td>NM</td>\n   <td>9.7</td>\n   <td>NA</td>\n   <td>4.1</td>\n   <td>Leading company in synthetic biology</td>\n  </tr>\n  <tr>\n   <td>Booz Allen Hamilton Holding / BAH</td>\n   <td>81.73</td>\n   <td>-6</td>\n   <td>19.4</td>\n   <td>1.3</td>\n   <td>17.7</td>\n   <td>1.2</td>\n   <td>8.6</td>\n   <td>11.0</td>\n   <td>Defense-department consultant</td>\n  </tr>\n  <tr>\n   <td>J.B. Hunt Transport Services / JBHT</td>\n   <td>172.76</td>\n   <td>26</td>\n   <td>25.8</td>\n   <td>1.5</td>\n   <td>22.2</td>\n   <td>1.4</td>\n   <td>18.4</td>\n   <td>18.2</td>\n   <td>Strong in intermodal freight</td>\n  </tr>\n  <tr>\n   <td>Marriott Vacations Worldwide / VAC</td>\n   <td>147.15</td>\n   <td>7</td>\n   <td>40.9</td>\n   <td>1.6</td>\n   <td>15.7</td>\n   <td>1.4</td>\n   <td>NA</td>\n   <td>6.3</td>\n   <td>Top company in vacation timeshares</td>\n  </tr>\n  <tr>\n   <td>SiteOne Landscape Supply / SITE</td>\n   <td>197.10</td>\n   <td>24</td>\n   <td>45.7</td>\n   <td>2.6</td>\n   <td>43.5</td>\n   <td>2.5</td>\n   <td>19.3</td>\n   <td>8.8</td>\n   <td>Big supplier of landscaping supplies</td>\n  </tr>\n  <tr>\n   <td>Staar Surgical / STAA</td>\n   <td>138.19</td>\n   <td>74</td>\n   <td>192.3</td>\n   <td>28.6</td>\n   <td>140.8</td>\n   <td>22.5</td>\n   <td>30.0</td>\n   <td>6.6</td>\n   <td>Maker of implantable lens for myopia</td>\n  </tr>\n  <tr>\n   <td>Stitch Fix / SFIX</td>\n   <td>44.38</td>\n   <td>-24</td>\n   <td>NM</td>\n   <td>1.9</td>\n   <td>1890.3</td>\n   <td>1.7</td>\n   <td>30.0</td>\n   <td>4.8</td>\n   <td>Data-driven subscription clothing firm</td>\n  </tr>\n  <tr>\n   <td>Trex / TREX</td>\n   <td>105.94</td>\n   <td>27</td>\n   <td>51.9</td>\n   <td>10.5</td>\n   <td>43.6</td>\n   <td>9.3</td>\n   <td>18.8</td>\n   <td>12.2</td>\n   <td>Top maker of synthetic wood decking</td>\n  </tr>\n  <tr>\n   <td>Upwork / UPWK</td>\n   <td>44.31</td>\n   <td>28</td>\n   <td>NM</td>\n   <td>11.4</td>\n   <td>556.8</td>\n   <td>9.2</td>\n   <td>NA</td>\n   <td>5.7</td>\n   <td>Online clearinghouse for free-lancers</td>\n  </tr>\n </tbody>\n</table>\n<p>E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p>\n<p>Source: FactSet</p>\n<p>Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p>\n<p>“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p>\n<p>Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p>\n<p>Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p>\n<p>Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p>\n<p><i>Barron’s</i>&nbsp;wrote&nbsp;favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p>\n<p>“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p>\n<p>Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p>\n<p>“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p>\n<p>J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the&nbsp;Barron’s Roundtable.</p>\n<p>J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p>\n<p>Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p>\n<p>Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p>\n<p>“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p>\n<p>The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p>\n<p>SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p>\n<p></p>\n<p>“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p>\n<p>The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p>\n<p>Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p>\n<p>“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p>\n<p>Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p>\n<p>At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p>\n<p>Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p>\n<p>“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p>\n<p>Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p>\n<p>Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p>\n<p>Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p>\n<p>T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p>\n<p>Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p>\n<p>The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p>\n<p>The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p>\n<p>“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 10 Standout Stocks Could Be the Next Amazon</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\">\nThese 10 Standout Stocks Could Be the Next Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAH":"博思艾伦咨询公司","AMRS":"阿米瑞斯","STAA":"STAAR Surgical Company","VAC":"万豪度假环球","UPWK":"Upwork Inc.","SITE":"SiteOne Landscape Supply, Inc.","SFIX":"Stitch Fix Inc.","JBHT":"JB Hunt运输服务","TREX":"Trex Co Inc","AMED":"阿米斯医疗"},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869197008,"gmtCreate":1632265666804,"gmtModify":1676530736425,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/869197008","repostId":"1154232593","repostType":4,"repost":{"id":"1154232593","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":1632236324,"share":"https://ttm.financial/m/news/1154232593?lang=&edition=fundamental","pubTime":"2021-09-21 22:58","market":"other","language":"en","title":"Dow erases a 343-point rebound and turns red","url":"https://stock-news.laohu8.com/highlight/detail?id=1154232593","media":"Tiger Newspress","summary":"(Sept 21) After yesterday afternoon's surge higher, futures markets overnight extended the momentum,","content":"<p>(Sept 21)&nbsp;After yesterday afternoon's surge higher, futures markets overnight extended the momentum, lifting US markets up over 1% at their peak around the European open (remember, much of Asian liquidity is on holiday still).</p>\n<p>Since then, things have gone downhill and the selling pressure since the US opened has sent Small Caps, S&amp;P, Dow, and Nasdaq into the red for the day...</p>\n<p><img src=\"https://static.tigerbbs.com/098e0b3b1c0255545ee40a5e5ac19c60\" tg-width=\"1232\" tg-height=\"578\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow erases a 343-point rebound and turns red</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 erases a 343-point rebound and turns red\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\">2021-09-21 22:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Sept 21)&nbsp;After yesterday afternoon's surge higher, futures markets overnight extended the momentum, lifting US markets up over 1% at their peak around the European open (remember, much of Asian liquidity is on holiday still).</p>\n<p>Since then, things have gone downhill and the selling pressure since the US opened has sent Small Caps, S&amp;P, Dow, and Nasdaq into the red for the day...</p>\n<p><img src=\"https://static.tigerbbs.com/098e0b3b1c0255545ee40a5e5ac19c60\" tg-width=\"1232\" tg-height=\"578\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154232593","content_text":"(Sept 21) After yesterday afternoon's surge higher, futures markets overnight extended the momentum, lifting US markets up over 1% at their peak around the European open (remember, much of Asian liquidity is on holiday still).\nSince then, things have gone downhill and the selling pressure since the US opened has sent Small Caps, S&P, Dow, and Nasdaq into the red for the day...","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172442433,"gmtCreate":1626988830622,"gmtModify":1703481807806,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/172442433","repostId":"1154266565","repostType":4,"repost":{"id":"1154266565","pubTimestamp":1626955588,"share":"https://ttm.financial/m/news/1154266565?lang=&edition=fundamental","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p>\n<p>But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p>\n<p>Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p>\n<p>If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p>\n<p>\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p>\n<p>\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p>\n<p>Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p>\n<p>She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p>\n<p>The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p>\n<p><b>Not the time to bail on the market</b></p>\n<p>So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p>\n<p>\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p>\n<p>Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p>\n<p>\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p>\n<p>Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p>\n<p><b>Buy the dips</b></p>\n<p>Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p>\n<p>\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p>\n<p>He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p>\n<p>\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</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>How to invest as the Delta variant takes hold</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow to invest as the Delta variant takes hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow ...</p>\n\n<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125196388,"gmtCreate":1624662958644,"gmtModify":1703842907417,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/125196388","repostId":"1177764085","repostType":4,"repost":{"id":"1177764085","pubTimestamp":1624662146,"share":"https://ttm.financial/m/news/1177764085?lang=&edition=fundamental","pubTime":"2021-06-26 07:02","market":"us","language":"en","title":"S&P 500 climbs to another record led by bank shares, notches its best week since February","url":"https://stock-news.laohu8.com/highlight/detail?id=1177764085","media":"CNBC","summary":"U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that ","content":"<div>\n<p>U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that higher inflation will be temporary as the economy continues to recover from the pandemic.\nThe broad ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>S&P 500 climbs to another record led by bank shares, notches its best week since February</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\">\nS&P 500 climbs to another record led by bank shares, notches its best week since February\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 07:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that higher inflation will be temporary as the economy continues to recover from the pandemic.\nThe broad ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/24/stock-market-futures-open-to-close-.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1177764085","content_text":"U.S. stocks rose on Friday with the S&P 500 building on its rally to records, as investors bet that higher inflation will be temporary as the economy continues to recover from the pandemic.\nThe broad equity benchmark climbed 0.3% to hit another closing record high of 4,280.70. Financials were the best-performing S&P 500 sector with a 1.3% gain. The Dow Jones Industrial Average rose 237.02 points, or 0.7%, to 34,433.84, sitting less than 2% from its record. The Nasdaq Composite erased earlier gains and closed 0.1% lower at 14,360.39 amid a rise in bond yields. The 10-year Treasury yield jumped 4 basis points to 1.52%.\nThe S&P 500 rallied 2.7% for the week, notching its biggest weekly gain since early February. The Dow gained 3.4% this week for its best week since mid-March, while the Nasdaq advanced 2.4%.\nFriday’s rally came after a key inflation indicator that the Federal Reserve uses to set policy rose 3.4% in May, the fastest increase since the early 1990s, the Commerce Department reported Friday. The reading matched the expectation from economists polled by Dow Jones. The core index rose 0.5% for the month, which actually was below the 0.6% estimate.\nThe core personal consumption expenditures price index increase reflects the rapid pace of economic expansion and resulting price pressures, and amplified how far the nation has come since the pandemic-induced shutdown of 2020.\n“This provided support to the Fed’s argument that inflation is transitory and will help allay fears that we are witnessing runaway inflation,” said Anu Gaggar, senior global Investment analyst at Commonwealth Financial Network. “This should continue to provide support to risk assets such as equities.”\nBank shares jumped after the Federal Reserve announced the banking industry could easily withstand a severe recession. The Fed, in releasing the results of its annual stress test, said the 23 institutions in the 2021 exam remained “well above” minimum required capital levels during a hypothetical economic downturn. The decision cleared the way for the banks to raise dividends and buy back more stock, which was suspended during the pandemic.\nWells Fargo climbed 2.6%, while Fifth Third and PNC all gained over 2%. JPMorgan and Bank of America both rose more than 1%.\nNike’s stock surged 15.5%, helping to boost sentiment for the Dow. The company reported earnings and revenue that blew past Wall Street estimates. Digital sales also jumped 41% since last year and 147% from two years ago.\nOn the flipside,FedEx dipped 3.6% despite beating on the top and bottom lines of its earnings. FedEx also gave a strong yearly outlook.\nFriday saw heightened trading volume as FTSE Russell was set to rebalance its U.S. stock indexes at the market close. Bank of America estimated that more than $170 billion worth of shares would be changed hands as a result of 625 changes in total to Russell indexes, including the Russell 1000 and Russell 2000.\nPresident Joe Biden announced Thursday that the White House struck an infrastructure deal with a bipartisan group of senators. The lawmakers have worked for weeks to craft a roughly $1 trillion package that could get through Congress with support from both parties. The framework will include $579 billion in new spending on transportation like roads, bridges and rail, electric vehicle infrastructure and electric transit, among other things.\nThe stock market came back from last week’s swoon induced by worries about a tighter Federal Reserve. Last week, the Dow fell 3.5% and the S&P 500 shed 1.9% as the Fed moved up its timeline for interest-rate increases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168158084,"gmtCreate":1623967921648,"gmtModify":1703824736463,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/168158084","repostId":"2144742672","repostType":4,"repost":{"id":"2144742672","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":1623943500,"share":"https://ttm.financial/m/news/2144742672?lang=&edition=fundamental","pubTime":"2021-06-17 23:25","market":"us","language":"en","title":"Facebook launches ads globally for Instagram Reels","url":"https://stock-news.laohu8.com/highlight/detail?id=2144742672","media":"Reuters","summary":"June 17 (Reuters) - Facebook Inc is launching ads globally on its TikTok clone Instagram Reels, the ","content":"<p>June 17 (Reuters) - <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc is launching ads globally on its TikTok clone Instagram Reels, the company said on Thursday.</p>\n<p>The social media company, which is aiming to make money from its short-form video feature, began testing Instagram Reels ads in India, Brazil, Germany and Australia in April. The tests ran with brands such as BMW, Louis Vuitton, Netflix and Uber.</p>\n<p>\"We see Reels as a great way for people to discover new content on Instagram, and so ads are a natural fit,\" said Instagram's Chief Operating Officer Justin Osofsky. \"Brands of all sizes can take advantage of this new creative format in an environment where people are already being entertained.\"</p>\n<p>The company said that Reels ads, which will loop and can be up to 30 seconds long, will appear between individual Reels.</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>Facebook launches ads globally for Instagram Reels</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\">\nFacebook launches ads globally for Instagram Reels\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\">2021-06-17 23:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 17 (Reuters) - <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc is launching ads globally on its TikTok clone Instagram Reels, the company said on Thursday.</p>\n<p>The social media company, which is aiming to make money from its short-form video feature, began testing Instagram Reels ads in India, Brazil, Germany and Australia in April. The tests ran with brands such as BMW, Louis Vuitton, Netflix and Uber.</p>\n<p>\"We see Reels as a great way for people to discover new content on Instagram, and so ads are a natural fit,\" said Instagram's Chief Operating Officer Justin Osofsky. \"Brands of all sizes can take advantage of this new creative format in an environment where people are already being entertained.\"</p>\n<p>The company said that Reels ads, which will loop and can be up to 30 seconds long, will appear between individual Reels.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144742672","content_text":"June 17 (Reuters) - Facebook Inc is launching ads globally on its TikTok clone Instagram Reels, the company said on Thursday.\nThe social media company, which is aiming to make money from its short-form video feature, began testing Instagram Reels ads in India, Brazil, Germany and Australia in April. The tests ran with brands such as BMW, Louis Vuitton, Netflix and Uber.\n\"We see Reels as a great way for people to discover new content on Instagram, and so ads are a natural fit,\" said Instagram's Chief Operating Officer Justin Osofsky. \"Brands of all sizes can take advantage of this new creative format in an environment where people are already being entertained.\"\nThe company said that Reels ads, which will loop and can be up to 30 seconds long, will appear between individual Reels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115933386,"gmtCreate":1622945285045,"gmtModify":1704193517078,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/115933386","repostId":"1106312903","repostType":4,"repost":{"id":"1106312903","pubTimestamp":1622855773,"share":"https://ttm.financial/m/news/1106312903?lang=&edition=fundamental","pubTime":"2021-06-05 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1106312903","media":"Renaissance Capital","summary":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental h","content":"<p><b>Summary</b></p>\n<ul>\n <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li>\n <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li>\n <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li>\n</ul>\n<p>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p>\n<p>Payments platform&nbsp;<b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p>\n<p>Chinese online recruitment platform&nbsp;<b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p>\n<p>Mental health services provider&nbsp;<b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p>\n<p>Israel’s&nbsp;<b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p>\n<p>BPO vendor&nbsp;<b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p>\n<p>Data-driven marketing platform&nbsp;<b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p>\n<p>Online luxury goods marketplace&nbsp;<b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p>\n<p>Chinese online tutoring platform&nbsp;<b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p>\n<p>Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&amp;P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO</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\">\nU.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LFST":"LifeStance Health Group, Inc.","MNDY":"Monday.com Ltd.","TASK":"TaskUs Inc.","MQ":"Marqeta, Inc.",".IXIC":"NASDAQ Composite","BZ":"BOSS直聘","ZETA":"Zeta Global Holdings Corp.",".SPX":"S&P 500 Index","ZME":"掌门教育",".DJI":"道琼斯","DIBS":"1stdibs.com Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106312903","content_text":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.\nChinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.\nChinese online recruitment platform Kanzhun(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.\nMental health services provider LifeStance Health(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.\nIsrael’s monday.com(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.\nBPO vendor TaskUs(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.\nData-driven marketing platform Zeta Global(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.\nOnline luxury goods marketplace 1stDibs(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.\nChinese online tutoring platform Zhangmen Education(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100709607,"gmtCreate":1619647790709,"gmtModify":1704727198346,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Apple best. Please like and comment.","listText":"Apple best. Please like and comment.","text":"Apple best. Please like and comment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/100709607","repostId":"1179396069","repostType":4,"repost":{"id":"1179396069","pubTimestamp":1619573853,"share":"https://ttm.financial/m/news/1179396069?lang=&edition=fundamental","pubTime":"2021-04-28 09:37","market":"us","language":"en","title":"Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396069","media":"Barrons","summary":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g","content":"<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p>\n<p>The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p>\n<p>That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p>\n<p>Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p>\n<p>Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p>\n<p>As always, the quarter is about more than just earnings.</p>\n<p>For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p>\n<p>Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p>\n<p>“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p>\n<p>And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p>\n<p>That would certainly qualify as a job well done.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2\">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.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396069","content_text":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.\nThat’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.\nOverall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.\nApple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.\nAs always, the quarter is about more than just earnings.\nFor one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.\nAnother is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.\n“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.\nAnd if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.\nThat would certainly qualify as a job well done.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346650351,"gmtCreate":1618033922973,"gmtModify":1704706215951,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Response to my comment, thank you","listText":"Response to my comment, thank you","text":"Response to my comment, thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/346650351","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","pubTimestamp":1617982207,"share":"https://ttm.financial/m/news/1142324412?lang=&edition=fundamental","pubTime":"2021-04-09 23:30","market":"us","language":"en","title":"XPeng Inc.: A Reawakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1142324412","media":"seekingalpha","summary":"Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage  was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go","content":"<p><b>Summary</b></p>\n<ul>\n <li>Valuation is middling but not overvalued like in the past.</li>\n <li>Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.</li>\n <li>Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.</li>\n <li>Feared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0f3343d69719839f9b8f1d337c3984\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Robert Way/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>The stock price of&nbsp;XPEV&nbsp;has been converging with the performance of the S&amp;P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.</p>\n<p><i>The frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&amp;P 500 more closely</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f04001d604ecc7892ef3a76c498578b\" tg-width=\"640\" tg-height=\"236\"><span>Source: SeekingAlpha</span></p>\n<p><i>XPEV's G3 Super Long Range Smart SUV</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68446a741f9f97afc10f2149c4e13e13\" tg-width=\"640\" tg-height=\"388\"><span>Source: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA</span></p>\n<p><b>Industry and commercial positives</b></p>\n<p>Optimism on EVs and&nbsp;strong industry growth&nbsp;rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):</p>\n<ol>\n <li><b>Deliveries met despite fears on chip shortage.</b>While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked&nbsp;in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered&nbsp;20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.</li>\n <li><b>Government support, China's creation of an EV ecosystem.</b>XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.</li>\n <li><b>Listing in Hong Kong adds to investor base and liquidity.</b>Going forward,XPEV,NIO, and&nbsp;LI&nbsp;intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.</li>\n</ol>\n<p>Of note, in late March, XPEV held an&nbsp;autonomous driving expedition&nbsp;covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the&nbsp;competitive landscape&nbsp;against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results&nbsp;performed better&nbsp;than TSLA's with fewer human interventions per 100km and better navigation in complex situations.</p>\n<p><b>XPEV's improving financials</b></p>\n<p>Now that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.</p>\n<p>Another point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.</p>\n<p>Meanwhile, the balance sheet is expected to remain strong. Equity to total liabilities &amp; equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.</p>\n<p><i>XPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8258dce0cc10e8118a23afce7655bed\" tg-width=\"726\" tg-height=\"737\"><span>*EST = estimate by analysts' consensus from SeekingAlpha</span></p>\n<p><b>XPEV's valuation: somewhere in the middle</b></p>\n<p>XPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.</p>\n<img src=\"https://static.tigerbbs.com/fa975ce545e950a20f809bcc7f698ef6\" tg-width=\"911\" tg-height=\"594\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Conclusion and Risks</b></p>\n<p>XPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.</p>\n<p>Competition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.</p>\n<p>Much feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.</p>\n<p>On a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.</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>XPeng Inc.: A Reawakening</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\">\nXPeng Inc.: A Reawakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418326-xpeng-inc-reawakening><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142324412","content_text":"Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and finally reach positive profits soon; major improvements seen in operating margins.\nFeared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.\n\nPhoto by Robert Way/iStock Editorial via Getty Images\nIntroduction\nThe stock price of XPEV has been converging with the performance of the S&P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.\nThe frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&P 500 more closely\nSource: SeekingAlpha\nXPEV's G3 Super Long Range Smart SUV\nSource: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA\nIndustry and commercial positives\nOptimism on EVs and strong industry growth rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):\n\nDeliveries met despite fears on chip shortage.While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered 20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.\nGovernment support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.\nListing in Hong Kong adds to investor base and liquidity.Going forward,XPEV,NIO, and LI intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.\n\nOf note, in late March, XPEV held an autonomous driving expedition covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the competitive landscape against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results performed better than TSLA's with fewer human interventions per 100km and better navigation in complex situations.\nXPEV's improving financials\nNow that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.\nAnother point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.\nMeanwhile, the balance sheet is expected to remain strong. Equity to total liabilities & equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.\nXPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation\n*EST = estimate by analysts' consensus from SeekingAlpha\nXPEV's valuation: somewhere in the middle\nXPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.\n\n\n\n\n\n\nConclusion and Risks\nXPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.\nCompetition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.\nMuch feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.\nOn a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011742752,"gmtCreate":1648944252478,"gmtModify":1676534424245,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011742752","repostId":"1164394533","repostType":4,"repost":{"id":"1164394533","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":1648917046,"share":"https://ttm.financial/m/news/1164394533?lang=&edition=fundamental","pubTime":"2022-04-03 00:30","market":"us","language":"en","title":"Tesla Delivers 310,048 Electric Vehicles in the First Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1164394533","media":"Tiger Newspress","summary":"$Tesla$ just reported first-quarter vehicle production and delivery numbers for 2022.Here’s how they did.Electric vehicle deliveries : 310,048Electric vehicle production : 305,407Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.The company recently opened a new factory in Brandenburg, G","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> just reported first-quarter vehicle production and delivery numbers for 2022.</p><p>Here’s how they did.</p><p><b>Electric vehicle deliveries (total): 310,048</b></p><p><b>Electric vehicle production (total): 305,407</b></p><p>Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.</p><p>Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.</p><p>The company recently opened a new factory in Brandenburg, Germany, and had a ribbon-cutting ceremony on March 22. Tesla also plans to host a grand opening and “cyber rodeo” event on April 7, at another new vehicle assembly plant it’s building in Austin, Texas.</p><p>Tesla moved its headquarters to Austin officially as of Dec. 1, but still operates its first electric car factory in Fremont, California.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Delivers 310,048 Electric Vehicles in the First Quarter</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 Delivers 310,048 Electric Vehicles in the First Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-03 00:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> just reported first-quarter vehicle production and delivery numbers for 2022.</p><p>Here’s how they did.</p><p><b>Electric vehicle deliveries (total): 310,048</b></p><p><b>Electric vehicle production (total): 305,407</b></p><p>Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.</p><p>Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.</p><p>The company recently opened a new factory in Brandenburg, Germany, and had a ribbon-cutting ceremony on March 22. Tesla also plans to host a grand opening and “cyber rodeo” event on April 7, at another new vehicle assembly plant it’s building in Austin, Texas.</p><p>Tesla moved its headquarters to Austin officially as of Dec. 1, but still operates its first electric car factory in Fremont, California.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164394533","content_text":"Tesla just reported first-quarter vehicle production and delivery numbers for 2022.Here’s how they did.Electric vehicle deliveries (total): 310,048Electric vehicle production (total): 305,407Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.The company recently opened a new factory in Brandenburg, Germany, and had a ribbon-cutting ceremony on March 22. Tesla also plans to host a grand opening and “cyber rodeo” event on April 7, at another new vehicle assembly plant it’s building in Austin, Texas.Tesla moved its headquarters to Austin officially as of Dec. 1, but still operates its first electric car factory in Fremont, California.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037144782,"gmtCreate":1648072373952,"gmtModify":1676534298864,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037144782","repostId":"2221037062","repostType":4,"repost":{"id":"2221037062","pubTimestamp":1648049400,"share":"https://ttm.financial/m/news/2221037062?lang=&edition=fundamental","pubTime":"2022-03-23 23:30","market":"us","language":"en","title":"Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2221037062","media":"Motley Fool","summary":"There are always stocks to buy if you're Ark Invest's ace stock picker.","content":"<html><head></head><body><p>Cathie Wood did an interesting thing last week as stocks were rallying. The CEO, co-founder, and ace stock picker for the Ark Invest family of exchange-traded funds (<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>s) stood pat on her buying urges. She lightened a few positions last week, but she failed to execute a buy order in any of the final three trading days of last week.</p><p>The streak ended on Monday. <b>Shopify</b>, <b>Twilio</b>, and <b>Adaptive Biotechnologies</b> are the three stocks that Ark Invest bought. What does Wood see in these three fast-growing companies? Let&#39;s take a closer look.</p><h2>Shopify</h2><p>It&#39;s been a rough few months for Shopify investors. The fast-growing e-commerce specialist has seen its stock plunge more than 60% since peaking in November. Shopify stock came back to life with last week&#39;s market rally in growth stocks, but a 12% slide on Monday to kick off this new trading week shows that shareholders are still looking to take profits following sharp upticks.</p><p>Revenue growth is slowing at Shopify. Its top line surged 86% in 2020, slowing to a 57% pace in 2021. Growth has decelerated sharply the last three quarters. Shopify itself was vague about its guidance, but analysts are holding out for a 31% increase in 2022. Shopify continues to stand out for its ability to arm merchants of all sizes with the tools to establish an online presence that plays nice with most popular e-commerce and social media platforms.</p><h2>Twilio</h2><p>There is a lot to like about Twilio, the undisputed leader of in-app communication solutions. Twilio&#39;s cloud-based tools help many of the most popular apps be more effective by providing two-way communication with users -- for everything from service notifications to verification -- without having to leave an app.</p><p>It&#39;s growing briskly. Revenue rose 61% in 2021, including a 54% year-over-year uptick for its latest quarter. Acquisitions have helped pad Twilio&#39;s growth over the years. Organic revenue rose a more modest 44% clip last year if you back out the bump in political election season revenue from late 2020, but the appeal of the platform remains strong. Retention rates are still healthy, and Twilio continues to successfully expand its offerings.</p><h2>Adaptive Biotechnologies</h2><p>It&#39;s been a rough year for Adaptive Biotechnologies. Its CFO resigned in January, and earlier this month the biotech upstart announced that it would be laying off 12% of its staff. The reorganization is part of Adaptive narrowing the focus of its immune system genetic sequencing technology to key in on minimal residual disease and immune medicine.</p><p>The stock has been cut by more than half so far in 2022, and it&#39;s down 82% since peaking 14 months ago. The technology is promising, and Adaptive Biotechnologies is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the stocks that Wood was buying earlier last week before she took a three-day break from purchases. Analysts don&#39;t see the company turning a profit for several more years, but that&#39;s not necessarily a deal breaker for biotech stocks as long as they have the liquidity in place to hold out for a medical breakthrough.</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>Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/22/cathie-wood-goes-bargain-hunting-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood did an interesting thing last week as stocks were rallying. The CEO, co-founder, and ace stock picker for the Ark Invest family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETF|...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/22/cathie-wood-goes-bargain-hunting-3-stocks-she-just/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADPT":"Adaptive Biotechnologies Corp","TWLO":"Twilio Inc","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/03/22/cathie-wood-goes-bargain-hunting-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221037062","content_text":"Cathie Wood did an interesting thing last week as stocks were rallying. The CEO, co-founder, and ace stock picker for the Ark Invest family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETF|ETFs) stood pat on her buying urges. She lightened a few positions last week, but she failed to execute a buy order in any of the final three trading days of last week.The streak ended on Monday. Shopify, Twilio, and Adaptive Biotechnologies are the three stocks that Ark Invest bought. What does Wood see in these three fast-growing companies? Let's take a closer look.ShopifyIt's been a rough few months for Shopify investors. The fast-growing e-commerce specialist has seen its stock plunge more than 60% since peaking in November. Shopify stock came back to life with last week's market rally in growth stocks, but a 12% slide on Monday to kick off this new trading week shows that shareholders are still looking to take profits following sharp upticks.Revenue growth is slowing at Shopify. Its top line surged 86% in 2020, slowing to a 57% pace in 2021. Growth has decelerated sharply the last three quarters. Shopify itself was vague about its guidance, but analysts are holding out for a 31% increase in 2022. Shopify continues to stand out for its ability to arm merchants of all sizes with the tools to establish an online presence that plays nice with most popular e-commerce and social media platforms.TwilioThere is a lot to like about Twilio, the undisputed leader of in-app communication solutions. Twilio's cloud-based tools help many of the most popular apps be more effective by providing two-way communication with users -- for everything from service notifications to verification -- without having to leave an app.It's growing briskly. Revenue rose 61% in 2021, including a 54% year-over-year uptick for its latest quarter. Acquisitions have helped pad Twilio's growth over the years. Organic revenue rose a more modest 44% clip last year if you back out the bump in political election season revenue from late 2020, but the appeal of the platform remains strong. Retention rates are still healthy, and Twilio continues to successfully expand its offerings.Adaptive BiotechnologiesIt's been a rough year for Adaptive Biotechnologies. Its CFO resigned in January, and earlier this month the biotech upstart announced that it would be laying off 12% of its staff. The reorganization is part of Adaptive narrowing the focus of its immune system genetic sequencing technology to key in on minimal residual disease and immune medicine.The stock has been cut by more than half so far in 2022, and it's down 82% since peaking 14 months ago. The technology is promising, and Adaptive Biotechnologies is one of the stocks that Wood was buying earlier last week before she took a three-day break from purchases. Analysts don't see the company turning a profit for several more years, but that's not necessarily a deal breaker for biotech stocks as long as they have the liquidity in place to hold out for a medical breakthrough.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030761179,"gmtCreate":1645827832041,"gmtModify":1676534067096,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030761179","repostId":"2214974048","repostType":4,"repost":{"id":"2214974048","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":1645802130,"share":"https://ttm.financial/m/news/2214974048?lang=&edition=fundamental","pubTime":"2022-02-25 23:15","market":"us","language":"en","title":"Stock Market Stages Epic Turnaround after Russia Invaded Ukraine. Here Are 3 Reasons for the Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=2214974048","media":"Dow Jones","summary":"Investors also could be bargain hunting, or buying the dip, which is a risky proposition because the developments in Kyiv aren't yet clear and could evolve into Moscow targeting neighboring countries, if he is bent on restoring Soviet-era bloc in Eastern Europe.\"It is a pretty remarkable turnaround through,\" Randy Frederick, managing director at Schwab Center for Financial Research, told MarketWatch.Schwab's Liz Ann Sonders told CNBC that she doesn't think the market is out of the woods but beli","content":"<html><head></head><body><p>U.S. stock-market investors shook off an unprovoked Russian invasion of Ukraine to end decidedly in positive territory on Thursday.</p><p>The Nasdaq Composite Index, for example, had fallen by 3.45% at its lows of the session but clawed back to a gain of over 3%, driven higher by large-capitalization information technology stocks and notable gains in the cybersecurity sector.</p><p>The last time the tech-heavy index staged a comeback of this magnitude was Jan. 24, 2022 when it fell 4.90% at its low, but closed up 0.63%, according to Dow Jones Market Data.</p><p>In fact, there have only been eight trading sessions in which the Nasdaq Composite was down at least 3% on an intraday basis, but ended the day higher (not including today).</p><p>The Nasdaq Composite&#39;s turnaround also reflect a broader reversal from a very bearish tone for markets for the S&amp;P 500 and the Dow Jones Industrial Average , even if the index finished once again on the brink of correction territory. The Dow industrials were down 859.12 points at Thursday&#39;s nadir, or 2.6%, and the S&amp;P was down 2.55% at its lows.</p><p>Investors scooped up shares in the tech sector and communication services, both up by around 2.8%, at last check. Gains there contributed to the bounce back, which also saw yields for the 10-year Treasury note rise to 1.969, after hitting a low around 1.85%.</p><p>So why the turnaround?</p><h2>Not so SWIFT</h2><p>The frenzied action on Wall Street came after Russian President Vladimir Putin ordered special operations into Ukraine. The U.S. and most of the international community declared the move an invasion and leveled further sanctions against, Moscow, including fresh sanctions from the U.S., including those on Russian banks, the country&#39;s elites and its largest state-owned enterprises.</p><p>&#34;Putin is the aggressor. Putin chose this war, and now he and his country will bear the consequences,&#34; President Biden said during a speech at the White House Thursday afternoon.</p><p>Market participants, however, may have taken solace in the fact that Biden hasn&#39;t yet booted Russia out of the SWIFT payment network. SWIFT, which stands for the Society for Worldwide Interbank Financial Telecommunication, is a payments-related messaging service that helps banks world-wide execute financial transactions.</p><p>Although, such a move may come, keeping Russia in the Swift network may avoid hurting other members of the network that, which could have hurt some economies in Europe.</p><h2>Buy the dip?</h2><p>Investors also could be bargain hunting, or buying the dip, which is a risky proposition because the developments in Kyiv aren&#39;t yet clear and could evolve into Moscow targeting neighboring countries, if he is bent on restoring Soviet-era bloc in Eastern Europe.</p><p>&#34;It is a pretty remarkable turnaround through,&#34; Randy Frederick, managing director at Schwab Center for Financial Research, told MarketWatch.</p><p>Schwab&#39;s Liz Ann Sonders told CNBC that she doesn&#39;t think the market is out of the woods but believed that algorithmic, or computer-driven, trading may have contributing to the reversal. It is probably some version of &#34;buy the rumor sell the fact,&#34; she said.</p><h2>The technicals</h2><p>Investors might also have responded to so-called oversold conditions present in the market that ultimately gave way to a flurry of technical buying. Near midday Thursday, the Arms Index, which is a volume-weighted breadth measure, suggests there is no panic in the stock market&#39;s selloff with signs of opportunistic buying emerging even at that point.</p><p>MarketWatch&#39;s Tomi Kilgore noted that earlier this week that the Relative Strength Index, or RSI, a momentum indicator that measures the magnitude of recent gains against the magnitude of recent declines, was still above its January low for the S&amp;P 500, despite a slide into correction.</p><p>He wrote that when prices make new lows but underlying technicals make higher lows is referred to as &#34;bullish divergence,&#34; and suggested a downtrend may be running out of steam.</p><p>Kilgore notes that another positive sign from the RSI indicator is that it remained above what many chart watchers view as the oversold threshold of 30.</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>Stock Market Stages Epic Turnaround after Russia Invaded Ukraine. Here Are 3 Reasons for the Rebound</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\">\nStock Market Stages Epic Turnaround after Russia Invaded Ukraine. Here Are 3 Reasons for the Rebound\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\">2022-02-25 23:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock-market investors shook off an unprovoked Russian invasion of Ukraine to end decidedly in positive territory on Thursday.</p><p>The Nasdaq Composite Index, for example, had fallen by 3.45% at its lows of the session but clawed back to a gain of over 3%, driven higher by large-capitalization information technology stocks and notable gains in the cybersecurity sector.</p><p>The last time the tech-heavy index staged a comeback of this magnitude was Jan. 24, 2022 when it fell 4.90% at its low, but closed up 0.63%, according to Dow Jones Market Data.</p><p>In fact, there have only been eight trading sessions in which the Nasdaq Composite was down at least 3% on an intraday basis, but ended the day higher (not including today).</p><p>The Nasdaq Composite&#39;s turnaround also reflect a broader reversal from a very bearish tone for markets for the S&amp;P 500 and the Dow Jones Industrial Average , even if the index finished once again on the brink of correction territory. The Dow industrials were down 859.12 points at Thursday&#39;s nadir, or 2.6%, and the S&amp;P was down 2.55% at its lows.</p><p>Investors scooped up shares in the tech sector and communication services, both up by around 2.8%, at last check. Gains there contributed to the bounce back, which also saw yields for the 10-year Treasury note rise to 1.969, after hitting a low around 1.85%.</p><p>So why the turnaround?</p><h2>Not so SWIFT</h2><p>The frenzied action on Wall Street came after Russian President Vladimir Putin ordered special operations into Ukraine. The U.S. and most of the international community declared the move an invasion and leveled further sanctions against, Moscow, including fresh sanctions from the U.S., including those on Russian banks, the country&#39;s elites and its largest state-owned enterprises.</p><p>&#34;Putin is the aggressor. Putin chose this war, and now he and his country will bear the consequences,&#34; President Biden said during a speech at the White House Thursday afternoon.</p><p>Market participants, however, may have taken solace in the fact that Biden hasn&#39;t yet booted Russia out of the SWIFT payment network. SWIFT, which stands for the Society for Worldwide Interbank Financial Telecommunication, is a payments-related messaging service that helps banks world-wide execute financial transactions.</p><p>Although, such a move may come, keeping Russia in the Swift network may avoid hurting other members of the network that, which could have hurt some economies in Europe.</p><h2>Buy the dip?</h2><p>Investors also could be bargain hunting, or buying the dip, which is a risky proposition because the developments in Kyiv aren&#39;t yet clear and could evolve into Moscow targeting neighboring countries, if he is bent on restoring Soviet-era bloc in Eastern Europe.</p><p>&#34;It is a pretty remarkable turnaround through,&#34; Randy Frederick, managing director at Schwab Center for Financial Research, told MarketWatch.</p><p>Schwab&#39;s Liz Ann Sonders told CNBC that she doesn&#39;t think the market is out of the woods but believed that algorithmic, or computer-driven, trading may have contributing to the reversal. It is probably some version of &#34;buy the rumor sell the fact,&#34; she said.</p><h2>The technicals</h2><p>Investors might also have responded to so-called oversold conditions present in the market that ultimately gave way to a flurry of technical buying. Near midday Thursday, the Arms Index, which is a volume-weighted breadth measure, suggests there is no panic in the stock market&#39;s selloff with signs of opportunistic buying emerging even at that point.</p><p>MarketWatch&#39;s Tomi Kilgore noted that earlier this week that the Relative Strength Index, or RSI, a momentum indicator that measures the magnitude of recent gains against the magnitude of recent declines, was still above its January low for the S&amp;P 500, despite a slide into correction.</p><p>He wrote that when prices make new lows but underlying technicals make higher lows is referred to as &#34;bullish divergence,&#34; and suggested a downtrend may be running out of steam.</p><p>Kilgore notes that another positive sign from the RSI indicator is that it remained above what many chart watchers view as the oversold threshold of 30.</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":"2214974048","content_text":"U.S. stock-market investors shook off an unprovoked Russian invasion of Ukraine to end decidedly in positive territory on Thursday.The Nasdaq Composite Index, for example, had fallen by 3.45% at its lows of the session but clawed back to a gain of over 3%, driven higher by large-capitalization information technology stocks and notable gains in the cybersecurity sector.The last time the tech-heavy index staged a comeback of this magnitude was Jan. 24, 2022 when it fell 4.90% at its low, but closed up 0.63%, according to Dow Jones Market Data.In fact, there have only been eight trading sessions in which the Nasdaq Composite was down at least 3% on an intraday basis, but ended the day higher (not including today).The Nasdaq Composite's turnaround also reflect a broader reversal from a very bearish tone for markets for the S&P 500 and the Dow Jones Industrial Average , even if the index finished once again on the brink of correction territory. The Dow industrials were down 859.12 points at Thursday's nadir, or 2.6%, and the S&P was down 2.55% at its lows.Investors scooped up shares in the tech sector and communication services, both up by around 2.8%, at last check. Gains there contributed to the bounce back, which also saw yields for the 10-year Treasury note rise to 1.969, after hitting a low around 1.85%.So why the turnaround?Not so SWIFTThe frenzied action on Wall Street came after Russian President Vladimir Putin ordered special operations into Ukraine. The U.S. and most of the international community declared the move an invasion and leveled further sanctions against, Moscow, including fresh sanctions from the U.S., including those on Russian banks, the country's elites and its largest state-owned enterprises.\"Putin is the aggressor. Putin chose this war, and now he and his country will bear the consequences,\" President Biden said during a speech at the White House Thursday afternoon.Market participants, however, may have taken solace in the fact that Biden hasn't yet booted Russia out of the SWIFT payment network. SWIFT, which stands for the Society for Worldwide Interbank Financial Telecommunication, is a payments-related messaging service that helps banks world-wide execute financial transactions.Although, such a move may come, keeping Russia in the Swift network may avoid hurting other members of the network that, which could have hurt some economies in Europe.Buy the dip?Investors also could be bargain hunting, or buying the dip, which is a risky proposition because the developments in Kyiv aren't yet clear and could evolve into Moscow targeting neighboring countries, if he is bent on restoring Soviet-era bloc in Eastern Europe.\"It is a pretty remarkable turnaround through,\" Randy Frederick, managing director at Schwab Center for Financial Research, told MarketWatch.Schwab's Liz Ann Sonders told CNBC that she doesn't think the market is out of the woods but believed that algorithmic, or computer-driven, trading may have contributing to the reversal. It is probably some version of \"buy the rumor sell the fact,\" she said.The technicalsInvestors might also have responded to so-called oversold conditions present in the market that ultimately gave way to a flurry of technical buying. Near midday Thursday, the Arms Index, which is a volume-weighted breadth measure, suggests there is no panic in the stock market's selloff with signs of opportunistic buying emerging even at that point.MarketWatch's Tomi Kilgore noted that earlier this week that the Relative Strength Index, or RSI, a momentum indicator that measures the magnitude of recent gains against the magnitude of recent declines, was still above its January low for the S&P 500, despite a slide into correction.He wrote that when prices make new lows but underlying technicals make higher lows is referred to as \"bullish divergence,\" and suggested a downtrend may be running out of steam.Kilgore notes that another positive sign from the RSI indicator is that it remained above what many chart watchers view as the oversold threshold of 30.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881445908,"gmtCreate":1631397632604,"gmtModify":1676530539335,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881445908","repostId":"1147045390","repostType":4,"repost":{"id":"1147045390","pubTimestamp":1631321547,"share":"https://ttm.financial/m/news/1147045390?lang=&edition=fundamental","pubTime":"2021-09-11 08:52","market":"us","language":"en","title":"Why Apple’s Risk Is Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=1147045390","media":"Barrons","summary":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple  to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30%","content":"<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.</p>\n<p>In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.</p>\n<p>Data from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.</p>\n<p>SensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.</p>\n<p>Gene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.</p>\n<p>Munster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.</p>\n<p>“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”</p>\n<p>Evercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.</p>\n<p>Wedbush analyst Dan Ives told&nbsp;<i>Barron’s</i>&nbsp;he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.</p>\n<p>The ruling is more a positive for companies like&nbsp;Spotify Technology&nbsp;and&nbsp;Match Group&nbsp;than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97&nbsp;on&nbsp;Friday, while Spotify and March gained 0.7% and&nbsp;4.2%, respectively.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Apple’s Risk Is Limited</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Apple’s Risk Is Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2\">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.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147045390","content_text":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.\nIn a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.\nData from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.\nSensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.\nGene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.\nMunster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.\n“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”\nEvercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.\nWedbush analyst Dan Ives told Barron’s he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.\nThe ruling is more a positive for companies like Spotify Technology and Match Group than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97 on Friday, while Spotify and March gained 0.7% and 4.2%, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833639107,"gmtCreate":1629237216209,"gmtModify":1676529972419,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/833639107","repostId":"1115558959","repostType":4,"repost":{"id":"1115558959","pubTimestamp":1629192455,"share":"https://ttm.financial/m/news/1115558959?lang=&edition=fundamental","pubTime":"2021-08-17 17:27","market":"us","language":"en","title":"This Is What Hedge Funds Bought And Sold In Q2: Complete 13F Summary","url":"https://stock-news.laohu8.com/highlight/detail?id=1115558959","media":"zerohedge","summary":"For once, the \"smart money\" was not caught off guard by the resurgent covid pandemic, and as a barra","content":"<p>For once, the \"smart money\" was not caught off guard by the resurgent covid pandemic, and as a barrage of 13F filings published today showed, during the second quarter hedge funds loaded up on companies that would benefit from a new wave of the pandemic even before the delta variant began to rapidly spread throughout the U.S.</p>\n<p>As Bloomberg summarizes, Chase Coleman’s Tiger Global Management and&nbsp;Philippe Laffont’s Coatue Management both increased their stakes in food delivery service&nbsp;DoorDash in the second quarter. Coatue also added to its bet on vaccine maker&nbsp;Moderna, while&nbsp;Stephen Mandel’s Lone Pine Capital took a new stake in the biotech company worth more than $900 million. These purchases were a reversal from the first quarter, when many hedge funds cut positions in<i>Work From Home</i>companies like&nbsp;Peloton and&nbsp;Zoom as vaccinations began to ramp up in the U.S. That, in turn, fueled wagers on companies that had been hardest-hit by travel restrictions and remote work.</p>\n<p>Tiger and Coatue also increased their stakes in Zoom in the three months through June, their 13F filings revealed. The two funds, along with D1 Capital Partners, were among those that added to positions in Peloton, while Viking Global Investors made a new bet on the exercise equipment company.</p>\n<p>13F filings also showed that funds including Soros Fund Management and Temasek snapped up shares of fintech companies. Marqeta was a top new buy for Soros, while Temasek disclosed new positions in SoFi Technologies, Flywire and Payoneer Global. Marqeta and SoFi tumbled last week after reporting disappointing second-quarter results. Temasek also snapped up shares in two new BlackRock carbon transition ETFs (LCTU and LCTD), while Soros took a new position in electric-vehicle producer Proterra, as clean energy continues to be a prominent trend among investors.</p>\n<p>Coatue, Viking and&nbsp;Gabe Plotkin’s Melvin Capital Management also added new positions in Beijing-based JD.com Inc. in the quarter, a move that would prove to be rather unfortunate as shares of the giant online vendor have slumped 16% since June 30. Chinese shares have tumbled since June as Beijing banned for-profit tutoring companies and ordered more than two dozen tech firms to carry out internal inspections and address issues such as data security.</p>\n<p>Some, such as Soros were either lucky or good in cutting their exposure to Chinese ADRs in the second quarter, ahead of the furious selloff. Soros Fund Management exited many of its investments in Chinese ADRs including Baidu, Vipshop Holdings, Tencent Music Entertainment Group and IQiyi, positions it snapped up during the collapse of Archegos Capital Management in March and April, as noted previously.</p>\n<p>Other funds also dumped China-based companies with listings in the U.S. D1 Capital sold its 25-million-share stake in New Oriental Education &amp; Technology Group, while Soroban Capital Partners exited its 2.06-million-share stake in Alibaba. Soroban’s largest new positions favored tech, with the top three additions being Facebook, Twitter and Netflix.</p>\n<p>Some other notable 13F findings:</p>\n<ul>\n <li>Michael Burry, of “The Big Short” fame, owned puts on&nbsp;Cathie Wood’s ARK Innovation ETF and increased its Tesla puts (more here).</li>\n <li>Warren Buffett’s Berkshire Hathaway added to just three positions in the quarter and trimmed its holdings in several companies, including a full exit of controversial Alzheimer’s drug developer Biogen. As firstnoted earlier, Berkshire’s only new position in the quarter, 1.55 million shares of Organon was the result of a spinoff of the women’s health pharmaceutical company from Berkshire holding Merck. Its most significant addition was a 21% increase in its position in grocer Kroger. Besides Biogen, exits included Liberty Global’s Class A shares and Axalta Coating Systems, while Berkshire trimmed positions in Marsh &amp; McLennan, Abbvie, General Motors and Bristol-Myers Squibb.</li>\n <li>Seth Klarman’s long-standing investment in&nbsp;Rupert Murdoch’s media empire finally came to an end during the second quarter. Baupost Group sold its entire Fox Corp. stake, including 7.6 million Class A shares and 5.7 million Class B shares with a combined market value of $446 million at the end of March.</li>\n <li>Carl Icahn, who runs a concentrated portfolio with just 17 reportable investments, sold all of his 9.59 million shares of Tenneco in the quarter. He also has a new undisclosed position in an unnamed stock -- an unusual step that requires a separate filing with the Securities and Exchange Commission.</li>\n <li>Dan Loeb's Third Point added SentinelOne Class A to its investments and exited IAA in the second quarter. The fund also added to its holdings in Intel, boosting its stake to 14 million shares from 1 million, while decreasing its stake in Charter Communications Class A. Upstart Holdings was Third Point's biggest holding, representing 9.8% of disclosed assets</li>\n <li>Elliott Investment Management’s largest purchases of the quarter included a 3-million-share buy of Twitter. The increase in shares comes despite Elliott partner Jesse Cohn’s departure from Twitter’s board on June 9. He originally joined the board as part of a partnership Twitter entered with Elliott and Sliver Lake on March 9, 2020.</li>\n <li>Singapore state-owned investment fund Temasek Holdings’s largest new purchase in the quarter was a 4.84-million-share position in Airbnb. Airbnb reported strong second-quarter earnings last week that were offset by tepid guidance, according to analysts. Temasek also disclosed new positions in SoFi Technologies, Flywire and Payoneer Global.</li>\n</ul>\n<p><i>Here are some other moves made by prominent funds tracked by Bloomberg:</i></p>\n<p>APPALOOSA</p>\n<ul>\n <li>Top new buys: UBER, PHM, BODY, TCVA</li>\n <li>Top exits: CRM, ADBE, DIS, PYPL, IQ, DISCA, BIDU, SHOP</li>\n <li>Boosted stakes in: MOS, FCX</li>\n <li>Cut stakes in: PCG, MU, TMUS, AMZN, CHK, BABA, FB, GOOG, HCA, XLE</li>\n</ul>\n<p>BAUPOST GROUP</p>\n<ul>\n <li>Top new buys: SJR, RTPY, 1865300D</li>\n <li>Top exits: FOXA, FOX, PEAK, FNF, RTP, HIPO</li>\n <li>Boosted stakes in: FB, MU, QRVO, TBPH</li>\n <li>Cut stakes in: INTC, WLTW, EBAY, PSTH, SSNC, ADV, AJAX, NXST, DBRG, LBTYK</li>\n</ul>\n<p>BERKSHIRE HATHAWAY</p>\n<ul>\n <li>Top exits: AXTA, BIIB, LBTYA</li>\n <li>Boosted stakes in: KR, RH, AON</li>\n <li>Cut stakes in: GM, BMY, ABBV, LBTYK, CVX, MMC, USB</li>\n</ul>\n<p>CORVEX MANAGEMENT</p>\n<ul>\n <li>Top new buys: CRM, ZNGA, BOAC, ROVR, TWCT, LGV</li>\n <li>Top exits: FISV, EXPE, GLD, FE, GPN, RADI, ORGN, TALK, ELMS, NFLX</li>\n <li>Boosted stakes in: BLMN, AMZN, GOOGL, DIS, MSFT, CCEP, ATUS, EXC, DOMA, FB</li>\n <li>Cut stakes in: ATVI, TMUS, AJAX, CFAC</li>\n</ul>\n<p>D1 CAPITAL PARTNERS</p>\n<ul>\n <li>Top new buys: PCOR, FTCH, PODD, ALKT, CMG, DLO, DECK, STNE, CRWD, FTV</li>\n <li>Top exits: HLT, NFLX, EDU, BAX, NKE, PPD, LVS, FIS, BX, BMBL</li>\n <li>Boosted stakes in: AMZN, EXPE, CVNA, PTON, BBWI, JD, RH, BLL, BKNG, DIS</li>\n <li>Cut stakes in: MSFT, TMUS, FB, COUP, DHR, DDOG</li>\n</ul>\n<p>DUQUESNE FAMILY OFFICE</p>\n<ul>\n <li>Top new buys: NFLX, ABNB, MRNA, SMAR, GM, COUP, MAR, FTCH, CF, RBLX</li>\n <li>Top exits: C, GOLD, MELI, UBER, TSM, LIN, RUN, JPM, AA, ASHR</li>\n <li>Boosted stakes in: GOOGL, AMZN, CVNA, FB, KBR, MA, V, SBUX, EXPE, OPCH</li>\n <li>Cut stakes in: MSFT, SE, ON, BLDR, PLTR, FLEX, TMUS, SNOW, TECK, FCX</li>\n</ul>\n<p>ELLIOTT INVESTMENT MANAGEMENT</p>\n<ul>\n <li>Top new buys: DUK, DBX, HRB</li>\n <li>Top exits: DISCK, CYH, FB</li>\n <li>Boosted stakes in: TWTR, ETWO, PINS</li>\n <li>Cut stakes in: SNAP, HWM</li>\n</ul>\n<p>GLENVIEW CAPITAL MANAGEMENT</p>\n<ul>\n <li>Top new buys: CNC, AMZN, BABA, CCCS, UBER, AMGN, CHNG, OUST, BOWX, LSAQ</li>\n <li>Top exits: NUAN, LH, MSFT, CAR, LYFT, MAR, PPD, NBSE</li>\n <li>Boosted stakes in: GPN, CCEP, APTV, WBA, DD, CTVA, DVA, NSC, HOLX, ESI</li>\n <li>Cut stakes in: CI, TAK, HCA, MCK, DXC, FB, ANTM, BSX, BAX, FISV</li>\n</ul>\n<p>GREENLIGHT CAPITAL</p>\n<ul>\n <li>Top new buys: SPY, PLBY, GPK, NWS, SRNG, EXPE, DMYI, LIVN, UWMC, PANA</li>\n <li>Top exits: ADT, ALIT, TALK, SEAH</li>\n <li>Boosted stakes in: TECK, GPRO, ODP, CC, CPRI, JOBY, SATS, ASTS, FUBO, REZI</li>\n <li>Cut stakes in: DNMR, APG, KPLT, CNX, XOG, CNXC, JACK, SNX, NUVB, CEIX</li>\n</ul>\n<p>ICAHN</p>\n<ul>\n <li>Top exits: HLF, TEN</li>\n <li>Boosted stakes in: IEP, XRX</li>\n <li>Cut stakes in: OXY, DK, WBT</li>\n</ul>\n<p>JANA PARTNERS</p>\n<ul>\n <li>Top new buys: CSOD</li>\n <li>Boosted stakes in: CONE, VG, SPY, EHC</li>\n <li>Cut stakes in: LH, CAG, THS</li>\n</ul>\n<p>LANSDOWNE</p>\n<ul>\n <li>Top new buys: ILMN, WMG, NVT</li>\n <li>Top exits: ED, DAR, AES, REGI, CDE, PAAS, USO</li>\n <li>Boosted stakes in: ETN, FCX, CARR, AER, DAL, IEUR, BLBD, VMC, RBLX, UVXY</li>\n <li>Cut stakes in: AMAT, TSM, LRCX, MU, RYAAY, GE, ENIA, EGO, ADI, BKNG</li>\n</ul>\n<p>MAVERICK CAPITAL</p>\n<ul>\n <li>Top new buys: CNC, JLL, CANO, FTCH, GPN, BHG, CMAX, ADSK, SE, JWSM</li>\n <li>Top exits: FIS, PLD, ELAN, LVS, SPFR, MAC, DASH, TJX, ZBRA, HPQ</li>\n <li>Boosted stakes in: CVNA, ASO, SNOW, V, BABA, EXPE, TMUS, CCK, XP, ATRA</li>\n <li>Cut stakes in: SEER, AMAT, ALNY, LRCX, AON, AMZN, LPLA, SUM, TGTX, GOOG</li>\n</ul>\n<p>MELVIN CAPITAL MANAGEMENT</p>\n<ul>\n <li>Top new buys: JD, DASH, PYPL, DPZ, MSFT, TGT, VMEO, SE, SHOP, DDOG</li>\n <li>Top exits: NFLX, NUAN, PINS, AAP, NKE, MU, SIG, TPX, TPR, WYNN</li>\n <li>Boosted stakes in: AMZN, ATVI, ALGN, LYV, LH, EXPE, SEAS, SNOW, PVH, TXRH</li>\n <li>Cut stakes in: MA, FB, BBWI, GOOGL, SBUX, UBER, FICO, NTES, HLT, NOW</li>\n</ul>\n<p>OMEGA ADVISORS</p>\n<ul>\n <li>Top new buys: LAD, BHC, VOO, PFSI, EFA, IVW, COG, SCHO, IEUR, EWJ</li>\n <li>Top exits: MGY, IFF, CMCSA</li>\n <li>Boosted stakes in: FOA, WSC, VRT, NRG, PXD, ABR, ASH, ASPU, BABA, FLMN</li>\n <li>Cut stakes in: FOE, NAVI, OCN, TRN, BBDC, FCRD, SRGA, FB, SNR</li>\n</ul>\n<p>PERSHING SQUARE</p>\n<ul>\n <li>Boosted stakes in: DPZ</li>\n <li>Cut stakes in: LOW, QSR, HLT, A</li>\n</ul>\n<p>SOROBAN CAPITAL</p>\n<ul>\n <li>Top new buys: FB, TWTR, NFLX, WAB, KAHC, LGV, BKI, PLNT, MSDA, TIOA</li>\n <li>Top exits: BABA, CMCSA, DPZ, RTX, GRA, GWRE, ALIT, SFTW, SPFR</li>\n <li>Boosted stakes in: LOW, CSX, ADI, UNP, FIS, VYGG, BTNB</li>\n <li>Cut stakes in: ATUS, SPGI, PAYO, KVSB, ME, SUNL, BGRY, GNAC, DOMA, NSH</li>\n</ul>\n<p>SOROS FUND MANAGEMENT</p>\n<ul>\n <li>Top new buys: FIGS, INFO, PTRA, MQ, PPD, VER, NUAN, MGLN, INDI, ACN</li>\n <li>Top exits: BIDU, DEN, VIPS, TME, IQ, DISCK, XLE, MU, ASHR, WAL</li>\n <li>Boosted stakes in: AMZN, MXIM, ELAN, GOOGL, CLVT, DIS, OPEN, W, CRM, SYF</li>\n <li>Cut stakes in: LQD, QS, VICI, UPST, TXN, LVS, ADI, NXPI, DHI, LPLA</li>\n</ul>\n<p>STARBOARD</p>\n<ul>\n <li>Top new buys: PZZA, WPCB, LEGA, KAHC, SLAM, FRXB, ATMR, ROSS, MACC, ACAH</li>\n <li>Boosted stakes in: CERN, BOX, IWM, IWR, TWCT, KVSC, DGNU, PRPB, LNFA, ON</li>\n <li>Cut stakes in: CTVA, IWN, ACM, MAAC, SCOR, NLOK, MMSI, ELAN, CVLT</li>\n</ul>\n<p>TEMASEK HOLDINGS</p>\n<ul>\n <li>Top new buys: ABNB, INTA, FLYW, PAYO, KRE, STEM, LCTU, INTC, SOFI, COPX</li>\n <li>Top exits: XLF, ADBE, INDA, EWZ, ACIU, PCVX</li>\n <li>Boosted stakes in: BILL, BEAM, TMO, DELL, EWY, IBN, IAU, CRM, SNOW, AFRM</li>\n <li>Cut stakes in: WISH, IWM, BABA, MSFT, XLB, CTVA, DASH, RBLX</li>\n</ul>\n<p>THIRD POINT</p>\n<ul>\n <li>Top new buys: S, SOFI, EDR, ZBH, PTON, RTPY, JWSM, ASZ, IACC, AUS</li>\n <li>Top exits: IAA, RACE, KMX, Z, SHOP, CVNA, ETRN, NYT, WISH, RKT</li>\n <li>Boosted stakes in: INTC, AMZN, DELL, CANO, EL, UBER, SU, RH, DD, AES</li>\n <li>Cut stakes in: CHTR, PCG, JD, IQV, DIS, RADI, APTV, BOAC, MTTR, TEL</li>\n</ul>\n<p>TIGER GLOBAL</p>\n<ul>\n <li>Top new buys: PCOR, PATH, COIN, DV, BHG, DLO, APP, S, GRUB, KPLT</li>\n <li>Top exits: ASO</li>\n <li>Boosted stakes in: DASH, DOCU, ZM, SHOP, SE, SNOW, CVNA, PTON, YSG, RNG</li>\n <li>Cut stakes in: CRM, TAL, JD, EDU, RBLX, GDS, UBER, DESP, BABA, RDFN</li>\n</ul>","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>This Is What Hedge Funds Bought And Sold In Q2: Complete 13F Summary</title>\n<style 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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\">\nThis Is What Hedge Funds Bought And Sold In Q2: Complete 13F Summary\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 17:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/what-hedge-funds-bought-and-sold-q2-complete-13f-summary><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For once, the \"smart money\" was not caught off guard by the resurgent covid pandemic, and as a barrage of 13F filings published today showed, during the second quarter hedge funds loaded up on ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/what-hedge-funds-bought-and-sold-q2-complete-13f-summary\">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",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/what-hedge-funds-bought-and-sold-q2-complete-13f-summary","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115558959","content_text":"For once, the \"smart money\" was not caught off guard by the resurgent covid pandemic, and as a barrage of 13F filings published today showed, during the second quarter hedge funds loaded up on companies that would benefit from a new wave of the pandemic even before the delta variant began to rapidly spread throughout the U.S.\nAs Bloomberg summarizes, Chase Coleman’s Tiger Global Management and Philippe Laffont’s Coatue Management both increased their stakes in food delivery service DoorDash in the second quarter. Coatue also added to its bet on vaccine maker Moderna, while Stephen Mandel’s Lone Pine Capital took a new stake in the biotech company worth more than $900 million. These purchases were a reversal from the first quarter, when many hedge funds cut positions inWork From Homecompanies like Peloton and Zoom as vaccinations began to ramp up in the U.S. That, in turn, fueled wagers on companies that had been hardest-hit by travel restrictions and remote work.\nTiger and Coatue also increased their stakes in Zoom in the three months through June, their 13F filings revealed. The two funds, along with D1 Capital Partners, were among those that added to positions in Peloton, while Viking Global Investors made a new bet on the exercise equipment company.\n13F filings also showed that funds including Soros Fund Management and Temasek snapped up shares of fintech companies. Marqeta was a top new buy for Soros, while Temasek disclosed new positions in SoFi Technologies, Flywire and Payoneer Global. Marqeta and SoFi tumbled last week after reporting disappointing second-quarter results. Temasek also snapped up shares in two new BlackRock carbon transition ETFs (LCTU and LCTD), while Soros took a new position in electric-vehicle producer Proterra, as clean energy continues to be a prominent trend among investors.\nCoatue, Viking and Gabe Plotkin’s Melvin Capital Management also added new positions in Beijing-based JD.com Inc. in the quarter, a move that would prove to be rather unfortunate as shares of the giant online vendor have slumped 16% since June 30. Chinese shares have tumbled since June as Beijing banned for-profit tutoring companies and ordered more than two dozen tech firms to carry out internal inspections and address issues such as data security.\nSome, such as Soros were either lucky or good in cutting their exposure to Chinese ADRs in the second quarter, ahead of the furious selloff. Soros Fund Management exited many of its investments in Chinese ADRs including Baidu, Vipshop Holdings, Tencent Music Entertainment Group and IQiyi, positions it snapped up during the collapse of Archegos Capital Management in March and April, as noted previously.\nOther funds also dumped China-based companies with listings in the U.S. D1 Capital sold its 25-million-share stake in New Oriental Education & Technology Group, while Soroban Capital Partners exited its 2.06-million-share stake in Alibaba. Soroban’s largest new positions favored tech, with the top three additions being Facebook, Twitter and Netflix.\nSome other notable 13F findings:\n\nMichael Burry, of “The Big Short” fame, owned puts on Cathie Wood’s ARK Innovation ETF and increased its Tesla puts (more here).\nWarren Buffett’s Berkshire Hathaway added to just three positions in the quarter and trimmed its holdings in several companies, including a full exit of controversial Alzheimer’s drug developer Biogen. As firstnoted earlier, Berkshire’s only new position in the quarter, 1.55 million shares of Organon was the result of a spinoff of the women’s health pharmaceutical company from Berkshire holding Merck. Its most significant addition was a 21% increase in its position in grocer Kroger. Besides Biogen, exits included Liberty Global’s Class A shares and Axalta Coating Systems, while Berkshire trimmed positions in Marsh & McLennan, Abbvie, General Motors and Bristol-Myers Squibb.\nSeth Klarman’s long-standing investment in Rupert Murdoch’s media empire finally came to an end during the second quarter. Baupost Group sold its entire Fox Corp. stake, including 7.6 million Class A shares and 5.7 million Class B shares with a combined market value of $446 million at the end of March.\nCarl Icahn, who runs a concentrated portfolio with just 17 reportable investments, sold all of his 9.59 million shares of Tenneco in the quarter. He also has a new undisclosed position in an unnamed stock -- an unusual step that requires a separate filing with the Securities and Exchange Commission.\nDan Loeb's Third Point added SentinelOne Class A to its investments and exited IAA in the second quarter. The fund also added to its holdings in Intel, boosting its stake to 14 million shares from 1 million, while decreasing its stake in Charter Communications Class A. Upstart Holdings was Third Point's biggest holding, representing 9.8% of disclosed assets\nElliott Investment Management’s largest purchases of the quarter included a 3-million-share buy of Twitter. The increase in shares comes despite Elliott partner Jesse Cohn’s departure from Twitter’s board on June 9. He originally joined the board as part of a partnership Twitter entered with Elliott and Sliver Lake on March 9, 2020.\nSingapore state-owned investment fund Temasek Holdings’s largest new purchase in the quarter was a 4.84-million-share position in Airbnb. Airbnb reported strong second-quarter earnings last week that were offset by tepid guidance, according to analysts. Temasek also disclosed new positions in SoFi Technologies, Flywire and Payoneer Global.\n\nHere are some other moves made by prominent funds tracked by Bloomberg:\nAPPALOOSA\n\nTop new buys: UBER, PHM, BODY, TCVA\nTop exits: CRM, ADBE, DIS, PYPL, IQ, DISCA, BIDU, SHOP\nBoosted stakes in: MOS, FCX\nCut stakes in: PCG, MU, TMUS, AMZN, CHK, BABA, FB, GOOG, HCA, XLE\n\nBAUPOST GROUP\n\nTop new buys: SJR, RTPY, 1865300D\nTop exits: FOXA, FOX, PEAK, FNF, RTP, HIPO\nBoosted stakes in: FB, MU, QRVO, TBPH\nCut stakes in: INTC, WLTW, EBAY, PSTH, SSNC, ADV, AJAX, NXST, DBRG, LBTYK\n\nBERKSHIRE HATHAWAY\n\nTop exits: AXTA, BIIB, LBTYA\nBoosted stakes in: KR, RH, AON\nCut stakes in: GM, BMY, ABBV, LBTYK, CVX, MMC, USB\n\nCORVEX MANAGEMENT\n\nTop new buys: CRM, ZNGA, BOAC, ROVR, TWCT, LGV\nTop exits: FISV, EXPE, GLD, FE, GPN, RADI, ORGN, TALK, ELMS, NFLX\nBoosted stakes in: BLMN, AMZN, GOOGL, DIS, MSFT, CCEP, ATUS, EXC, DOMA, FB\nCut stakes in: ATVI, TMUS, AJAX, CFAC\n\nD1 CAPITAL PARTNERS\n\nTop new buys: PCOR, FTCH, PODD, ALKT, CMG, DLO, DECK, STNE, CRWD, FTV\nTop exits: HLT, NFLX, EDU, BAX, NKE, PPD, LVS, FIS, BX, BMBL\nBoosted stakes in: AMZN, EXPE, CVNA, PTON, BBWI, JD, RH, BLL, BKNG, DIS\nCut stakes in: MSFT, TMUS, FB, COUP, DHR, DDOG\n\nDUQUESNE FAMILY OFFICE\n\nTop new buys: NFLX, ABNB, MRNA, SMAR, GM, COUP, MAR, FTCH, CF, RBLX\nTop exits: C, GOLD, MELI, UBER, TSM, LIN, RUN, JPM, AA, ASHR\nBoosted stakes in: GOOGL, AMZN, CVNA, FB, KBR, MA, V, SBUX, EXPE, OPCH\nCut stakes in: MSFT, SE, ON, BLDR, PLTR, FLEX, TMUS, SNOW, TECK, FCX\n\nELLIOTT INVESTMENT MANAGEMENT\n\nTop new buys: DUK, DBX, HRB\nTop exits: DISCK, CYH, FB\nBoosted stakes in: TWTR, ETWO, PINS\nCut stakes in: SNAP, HWM\n\nGLENVIEW CAPITAL MANAGEMENT\n\nTop new buys: CNC, AMZN, BABA, CCCS, UBER, AMGN, CHNG, OUST, BOWX, LSAQ\nTop exits: NUAN, LH, MSFT, CAR, LYFT, MAR, PPD, NBSE\nBoosted stakes in: GPN, CCEP, APTV, WBA, DD, CTVA, DVA, NSC, HOLX, ESI\nCut stakes in: CI, TAK, HCA, MCK, DXC, FB, ANTM, BSX, BAX, FISV\n\nGREENLIGHT CAPITAL\n\nTop new buys: SPY, PLBY, GPK, NWS, SRNG, EXPE, DMYI, LIVN, UWMC, PANA\nTop exits: ADT, ALIT, TALK, SEAH\nBoosted stakes in: TECK, GPRO, ODP, CC, CPRI, JOBY, SATS, ASTS, FUBO, REZI\nCut stakes in: DNMR, APG, KPLT, CNX, XOG, CNXC, JACK, SNX, NUVB, CEIX\n\nICAHN\n\nTop exits: HLF, TEN\nBoosted stakes in: IEP, XRX\nCut stakes in: OXY, DK, WBT\n\nJANA PARTNERS\n\nTop new buys: CSOD\nBoosted stakes in: CONE, VG, SPY, EHC\nCut stakes in: LH, CAG, THS\n\nLANSDOWNE\n\nTop new buys: ILMN, WMG, NVT\nTop exits: ED, DAR, AES, REGI, CDE, PAAS, USO\nBoosted stakes in: ETN, FCX, CARR, AER, DAL, IEUR, BLBD, VMC, RBLX, UVXY\nCut stakes in: AMAT, TSM, LRCX, MU, RYAAY, GE, ENIA, EGO, ADI, BKNG\n\nMAVERICK CAPITAL\n\nTop new buys: CNC, JLL, CANO, FTCH, GPN, BHG, CMAX, ADSK, SE, JWSM\nTop exits: FIS, PLD, ELAN, LVS, SPFR, MAC, DASH, TJX, ZBRA, HPQ\nBoosted stakes in: CVNA, ASO, SNOW, V, BABA, EXPE, TMUS, CCK, XP, ATRA\nCut stakes in: SEER, AMAT, ALNY, LRCX, AON, AMZN, LPLA, SUM, TGTX, GOOG\n\nMELVIN CAPITAL MANAGEMENT\n\nTop new buys: JD, DASH, PYPL, DPZ, MSFT, TGT, VMEO, SE, SHOP, DDOG\nTop exits: NFLX, NUAN, PINS, AAP, NKE, MU, SIG, TPX, TPR, WYNN\nBoosted stakes in: AMZN, ATVI, ALGN, LYV, LH, EXPE, SEAS, SNOW, PVH, TXRH\nCut stakes in: MA, FB, BBWI, GOOGL, SBUX, UBER, FICO, NTES, HLT, NOW\n\nOMEGA ADVISORS\n\nTop new buys: LAD, BHC, VOO, PFSI, EFA, IVW, COG, SCHO, IEUR, EWJ\nTop exits: MGY, IFF, CMCSA\nBoosted stakes in: FOA, WSC, VRT, NRG, PXD, ABR, ASH, ASPU, BABA, FLMN\nCut stakes in: FOE, NAVI, OCN, TRN, BBDC, FCRD, SRGA, FB, SNR\n\nPERSHING SQUARE\n\nBoosted stakes in: DPZ\nCut stakes in: LOW, QSR, HLT, A\n\nSOROBAN CAPITAL\n\nTop new buys: FB, TWTR, NFLX, WAB, KAHC, LGV, BKI, PLNT, MSDA, TIOA\nTop exits: BABA, CMCSA, DPZ, RTX, GRA, GWRE, ALIT, SFTW, SPFR\nBoosted stakes in: LOW, CSX, ADI, UNP, FIS, VYGG, BTNB\nCut stakes in: ATUS, SPGI, PAYO, KVSB, ME, SUNL, BGRY, GNAC, DOMA, NSH\n\nSOROS FUND MANAGEMENT\n\nTop new buys: FIGS, INFO, PTRA, MQ, PPD, VER, NUAN, MGLN, INDI, ACN\nTop exits: BIDU, DEN, VIPS, TME, IQ, DISCK, XLE, MU, ASHR, WAL\nBoosted stakes in: AMZN, MXIM, ELAN, GOOGL, CLVT, DIS, OPEN, W, CRM, SYF\nCut stakes in: LQD, QS, VICI, UPST, TXN, LVS, ADI, NXPI, DHI, LPLA\n\nSTARBOARD\n\nTop new buys: PZZA, WPCB, LEGA, KAHC, SLAM, FRXB, ATMR, ROSS, MACC, ACAH\nBoosted stakes in: CERN, BOX, IWM, IWR, TWCT, KVSC, DGNU, PRPB, LNFA, ON\nCut stakes in: CTVA, IWN, ACM, MAAC, SCOR, NLOK, MMSI, ELAN, CVLT\n\nTEMASEK HOLDINGS\n\nTop new buys: ABNB, INTA, FLYW, PAYO, KRE, STEM, LCTU, INTC, SOFI, COPX\nTop exits: XLF, ADBE, INDA, EWZ, ACIU, PCVX\nBoosted stakes in: BILL, BEAM, TMO, DELL, EWY, IBN, IAU, CRM, SNOW, AFRM\nCut stakes in: WISH, IWM, BABA, MSFT, XLB, CTVA, DASH, RBLX\n\nTHIRD POINT\n\nTop new buys: S, SOFI, EDR, ZBH, PTON, RTPY, JWSM, ASZ, IACC, AUS\nTop exits: IAA, RACE, KMX, Z, SHOP, CVNA, ETRN, NYT, WISH, RKT\nBoosted stakes in: INTC, AMZN, DELL, CANO, EL, UBER, SU, RH, DD, AES\nCut stakes in: CHTR, PCG, JD, IQV, DIS, RADI, APTV, BOAC, MTTR, TEL\n\nTIGER GLOBAL\n\nTop new buys: PCOR, PATH, COIN, DV, BHG, DLO, APP, S, GRUB, KPLT\nTop exits: ASO\nBoosted stakes in: DASH, DOCU, ZM, SHOP, SE, SNOW, CVNA, PTON, YSG, RNG\nCut stakes in: CRM, TAL, JD, EDU, RBLX, GDS, UBER, DESP, BABA, RDFN","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804341888,"gmtCreate":1627940608544,"gmtModify":1703498082983,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/804341888","repostId":"1172320411","repostType":4,"repost":{"id":"1172320411","pubTimestamp":1627907414,"share":"https://ttm.financial/m/news/1172320411?lang=&edition=fundamental","pubTime":"2021-08-02 20:30","market":"us","language":"en","title":"August Is Actually A Great Month If You Own These 8 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1172320411","media":"investors","summary":"August is feared as $one$ of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.Eight stocks inthe S&P 500, mostly tech and communications services firms likeNvidia,IBD Long-Term Leader$Microsoft$ and$Twitter$, are complete standouts in the S&P 500 in August, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence andMarketSmith.All these stocks not only topped the S&P 500 in August in each of the past five years.","content":"<p>August is feared as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the worst months for the S&amp;P 500 — and for good reason. But investorsstill find ways to make big money.</p>\n<p>Eight stocks inthe S&amp;P 500, mostly tech and communications services firms like<b>Nvidia</b>(NVDA),IBD Long-Term Leader<b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>(MSFT) and<b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>(TWTR), are complete standouts in the S&amp;P 500 in August, says an Investor's Business Daily analysis of data from S&amp;P Global Market Intelligence andMarketSmith.</p>\n<p>All these stocks not only topped the S&amp;P 500 in August in each of the past five years. They also all posted average gains in the month of 4% or more.</p>\n<p>And that qualifies as a good August — which for most people ranks among the very worst months of the year.</p>\n<p><b>August Is Usually Tough For The S&amp;P 500</b></p>\n<p>Going back to 1950, the S&amp;P 500 slipped 0.2% in August on average, says Stock Trader's Almanac. That ranks August as the eleventh-worst month of the year for the index.</p>\n<p>Andunderperformance in Augustisn't a fluke. It can sometimes come in dead last.</p>\n<p>\"August is the worst ... S&amp;P 500 month during 1988 through 2020,\" says Stock Trader's Almanac. \"In post-election years since 1950, August is still ranked no higher than #11 while average performance slips deeper into negative territory.\"</p>\n<p>More recently, though, August spared S&amp;P 500 investors some of the pain.</p>\n<p>Last August, for instance, the S&amp;P 500 vaulted 7% higher during the month. It was at that time investors began to anticipate the reopening of the economy. But in just the prior August of 2019, the S&amp;P 500 slipped 1.8%.</p>\n<p>But not all S&amp;P 500 stocks suffer in August.</p>\n<p><b>Technology Is The S&amp;P 500 Place To Be In August</b></p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> <a href=\"https://laohu8.com/S/AONE.U\">one</a> S&amp;P 500 sector routinely skates through August. Andit's technology.</p>\n<p>The Technology <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR (XLK) is the only sector out of the 11 that topped the S&amp;P 500 in each of the past five years. And during August the past five years, the tech sector gained 4.2% on average. That's a particularly strong showing if you consider the S&amp;P 50o only rose 1.6% on average in August going back to 2016.</p>\n<p>And it's not just the overall S&amp;P 500 tech sector that outperforms in August. Drilling down into the individual tech stock winners tells the same story. Six out of the eight top performing S&amp;P 500 stocks in Augusthail from the tech sector.</p>\n<p>Take the No. 1 performer in the month: high-end computer chip maker Nvidia. It topped the S&amp;P 500 during August in each of the past five years. But it's also put up an average gain in the month of 10.3%. All eyes are on whether Nvidia can pull it off again. Shares are already up nearly 50% this year.</p>\n<p>Analysts are looking for the company in August to report 53% lower adjusted second-quarter profit of $1.02 share. But Nvidia has a knack at overdelivering. Profit in the first-quarter topped expectations by more than 350%.Should you buy Nvidia stock now?</p>\n<p>Another big tech winner in August isMicrosoft. The software giant's shares pushed 4.3% higher in August, on average, the past five years.</p>\n<p><b>Get Ready For August S&amp;P 500 Surprises</b></p>\n<p>August is only starting, and already investors are coming off some surprises. Expect more.</p>\n<p>Take <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> for instance. It, too, is a strong August performer. It's risen more than 8.5% in August, on average, in the past five years. Shares are already up 28.6% this year. Why? The communications firm reported, in July, a profit of 20 cents a share. That demolished expectations by more than 185%. That ranks as one of thetop surprises in an already robust second-quarter profit reporting season.</p>\n<p>So, yes, August isn't usually great for the S&amp;P 500. But you can still find winners if you pick your spots in this tricky month.</p>\n<p><b>Top S&amp;P 500 Stocks In August</b></p>\n<p><i>All topped the index in each August for at least past five years</i></p>\n<p><img src=\"https://static.tigerbbs.com/3a7a31319541a52991d1b6112a83e82a\" tg-width=\"741\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","source":"lsy1610449120050","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>August Is Actually A Great Month If You Own These 8 Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAugust Is Actually A Great Month If You Own These 8 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>August is feared as one of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.\nEight stocks inthe S&P 500, mostly tech and communications services ...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","INTU":"财捷","SNPS":"新思科技","NVDA":"英伟达","MA":"万事达","TWTR":"Twitter","MSFT":"微软","CTAS":"信达思"},"source_url":"https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172320411","content_text":"August is feared as one of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.\nEight stocks inthe S&P 500, mostly tech and communications services firms likeNvidia(NVDA),IBD Long-Term LeaderMicrosoft(MSFT) andTwitter(TWTR), are complete standouts in the S&P 500 in August, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence andMarketSmith.\nAll these stocks not only topped the S&P 500 in August in each of the past five years. They also all posted average gains in the month of 4% or more.\nAnd that qualifies as a good August — which for most people ranks among the very worst months of the year.\nAugust Is Usually Tough For The S&P 500\nGoing back to 1950, the S&P 500 slipped 0.2% in August on average, says Stock Trader's Almanac. That ranks August as the eleventh-worst month of the year for the index.\nAndunderperformance in Augustisn't a fluke. It can sometimes come in dead last.\n\"August is the worst ... S&P 500 month during 1988 through 2020,\" says Stock Trader's Almanac. \"In post-election years since 1950, August is still ranked no higher than #11 while average performance slips deeper into negative territory.\"\nMore recently, though, August spared S&P 500 investors some of the pain.\nLast August, for instance, the S&P 500 vaulted 7% higher during the month. It was at that time investors began to anticipate the reopening of the economy. But in just the prior August of 2019, the S&P 500 slipped 1.8%.\nBut not all S&P 500 stocks suffer in August.\nTechnology Is The S&P 500 Place To Be In August\nJust one S&P 500 sector routinely skates through August. Andit's technology.\nThe Technology Select Sector SPDR (XLK) is the only sector out of the 11 that topped the S&P 500 in each of the past five years. And during August the past five years, the tech sector gained 4.2% on average. That's a particularly strong showing if you consider the S&P 50o only rose 1.6% on average in August going back to 2016.\nAnd it's not just the overall S&P 500 tech sector that outperforms in August. Drilling down into the individual tech stock winners tells the same story. Six out of the eight top performing S&P 500 stocks in Augusthail from the tech sector.\nTake the No. 1 performer in the month: high-end computer chip maker Nvidia. It topped the S&P 500 during August in each of the past five years. But it's also put up an average gain in the month of 10.3%. All eyes are on whether Nvidia can pull it off again. Shares are already up nearly 50% this year.\nAnalysts are looking for the company in August to report 53% lower adjusted second-quarter profit of $1.02 share. But Nvidia has a knack at overdelivering. Profit in the first-quarter topped expectations by more than 350%.Should you buy Nvidia stock now?\nAnother big tech winner in August isMicrosoft. The software giant's shares pushed 4.3% higher in August, on average, the past five years.\nGet Ready For August S&P 500 Surprises\nAugust is only starting, and already investors are coming off some surprises. Expect more.\nTake Twitter for instance. It, too, is a strong August performer. It's risen more than 8.5% in August, on average, in the past five years. Shares are already up 28.6% this year. Why? The communications firm reported, in July, a profit of 20 cents a share. That demolished expectations by more than 185%. That ranks as one of thetop surprises in an already robust second-quarter profit reporting season.\nSo, yes, August isn't usually great for the S&P 500. But you can still find winners if you pick your spots in this tricky month.\nTop S&P 500 Stocks In August\nAll topped the index in each August for at least past five years","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141653501,"gmtCreate":1625870630203,"gmtModify":1703750051163,"author":{"id":"3567397810082940","authorId":"3567397810082940","name":"DavidKoh","avatar":"https://static.tigerbbs.com/ca8adbf01f2d5f5e4a9b41108019ba22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567397810082940","idStr":"3567397810082940"},"themes":[],"htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/141653501","repostId":"1155625151","repostType":4,"repost":{"id":"1155625151","pubTimestamp":1625845018,"share":"https://ttm.financial/m/news/1155625151?lang=&edition=fundamental","pubTime":"2021-07-09 23:36","market":"us","language":"en","title":"Long-Term Prospects for Both Space Tourism and SPCE Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1155625151","media":"investorplace","summary":"Virgin Galactic(NYSE:SPCE) stock bucked the broader market selloff today, as SPCE stock surged rough","content":"<p><b>Virgin Galactic</b>(NYSE:<b><u>SPCE</u></b>) stock bucked the broader market selloff today, as SPCE stock surged roughly 20% on a day when most of Wall Street bled red. That’s quite impressive.</p>\n<p>Why is this happening?</p>\n<p>Virgin Galactic is booming becausethey’re sending Richard Branson into space on Sunday. This will be the first passenger spaceflight<i>ever</i>.</p>\n<p>This is a huge deal. Virgin has been saying it is going to fly people into space for over a decade. On Sunday, it’s going to make that long-term dream a reality. This moment, this coming weekend’s flight, is truly the culmination of 10-plus years of scientific work.</p>\n<p>And just to be clear. We very well could see a “sell the news” event on Monday. But we don’t think that will necessarily happen.</p>\n<p>Instead, we see this first commercial spaceflight as such a momentous accomplishment that it only serves to spark more buying power in SPCE stock.</p>\n<p>We’re looking for a price above $60 by next week.</p>\n<p>SPCE Stock Is a Long-Term Winner</p>\n<p>Our bullish outlook is also supported by a favorable long-term outlook on the company.</p>\n<p>We firmly believe that the space tourism industry will unlock significant economic value, and that Virgin Galactic will capitalize on this value.</p>\n<p>For one, demand for space travel will be enormous. There are a lot of rich people out there who are willing to spend next to anything for a novel experience. And flying to space is just about as novel an experience as you can find these days.</p>\n<p>Supply will be extremely limited, since only about two companies in the entire world will be able to offer commercial space tourism opportunities in the coming years.</p>\n<p>Big demand for space tourism and low supply means attractive unit economics, high margins and loads of profits.</p>\n<p>The long-term potential for space tourism is clearly here, and so is the long-term potential for Virgin Galactic.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Long-Term Prospects for Both Space Tourism and SPCE 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\">\nLong-Term Prospects for Both Space Tourism and SPCE Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-09 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2021/07/long-term-prospects-for-both-space-tourism-and-spce-stock/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Virgin Galactic(NYSE:SPCE) stock bucked the broader market selloff today, as SPCE stock surged roughly 20% on a day when most of Wall Street bled red. That’s quite impressive.\nWhy is this happening?\n...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2021/07/long-term-prospects-for-both-space-tourism-and-spce-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"source_url":"https://investorplace.com/hypergrowthinvesting/2021/07/long-term-prospects-for-both-space-tourism-and-spce-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155625151","content_text":"Virgin Galactic(NYSE:SPCE) stock bucked the broader market selloff today, as SPCE stock surged roughly 20% on a day when most of Wall Street bled red. That’s quite impressive.\nWhy is this happening?\nVirgin Galactic is booming becausethey’re sending Richard Branson into space on Sunday. This will be the first passenger spaceflightever.\nThis is a huge deal. Virgin has been saying it is going to fly people into space for over a decade. On Sunday, it’s going to make that long-term dream a reality. This moment, this coming weekend’s flight, is truly the culmination of 10-plus years of scientific work.\nAnd just to be clear. We very well could see a “sell the news” event on Monday. But we don’t think that will necessarily happen.\nInstead, we see this first commercial spaceflight as such a momentous accomplishment that it only serves to spark more buying power in SPCE stock.\nWe’re looking for a price above $60 by next week.\nSPCE Stock Is a Long-Term Winner\nOur bullish outlook is also supported by a favorable long-term outlook on the company.\nWe firmly believe that the space tourism industry will unlock significant economic value, and that Virgin Galactic will capitalize on this value.\nFor one, demand for space travel will be enormous. There are a lot of rich people out there who are willing to spend next to anything for a novel experience. And flying to space is just about as novel an experience as you can find these days.\nSupply will be extremely limited, since only about two companies in the entire world will be able to offer commercial space tourism opportunities in the coming years.\nBig demand for space tourism and low supply means attractive unit economics, high margins and loads of profits.\nThe long-term potential for space tourism is clearly here, and so is the long-term potential for Virgin Galactic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}