BLsince2020 personal page - To The Moon

BLsince2020

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02-09

$Sprott Physical Silver Trust(PSLV)$ sad..

2023-12-15

$Sprott Physical Silver Trust(PSLV)$ hmm..

2023-12-15

Up up up..

2023-12-14

Huat ah!

2023-11-08

Nice concise info graphic!

@Tiger_Academy:Brian Feroldi: 9 Infographics Learn to Analyze a Cash Flow Statement Fast

2023-10-31

Let's Halloween!

@TigerEvents:Join Tiger's Halloween Fun! Win Big!

2023-02-24

Great article to read!

@Daily_Discussion:🚀Share your strategy for making money on the market！(23 Feb)

2023-01-21

Thanks!

GameStop Layoffs 2023: What to Know About the Latest GME Job Cuts

2022-12-24

$KEPPEL DC REIT(AJBU.SI)$ hmm..

2022-12-23

$IFAST CORPORATION LTD.(AIY.SI)$ how's your bank doing?

2022-12-22

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ this year end.. it's a dip..

2022-12-21

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ dangerous..

2022-12-20

$KEPPEL DC REIT(AJBU.SI)$ be careful..

2022-12-19

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ wait wait wait..

2022-12-18

$IFAST CORPORATION LTD.(AIY.SI)$ recession is still in view..

2022-12-17

$KEPPEL DC REIT(AJBU.SI)$ I will wait and see..

2022-12-16

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ wait wait and wait..

2022-12-15

$SPDR S&P 500 ETF Trust(SPY)$ the hidden bear..

2022-12-14

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ trading sideway..

2022-12-13

$S&P 500(.SPX)$ rate is still up up up..

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/PSLV\">$Sprott Physical Silver Trust(PSLV)$ </a> sad..","listText":"<a href=\"https://ttm.financial/S/PSLV\">$Sprott Physical Silver Trust(PSLV)$ </a> sad..","text":"$Sprott Physical Silver Trust(PSLV)$ sad..","images":[{"img":"https://community-static.tradeup.com/news/d758b4ba7023a6fa626870561d801376","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272032660398328","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":252192482357536,"gmtCreate":1702604262149,"gmtModify":1702604265116,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PSLV\">$Sprott Physical Silver Trust(PSLV)$ </a> hmm..","listText":"<a href=\"https://ttm.financial/S/PSLV\">$Sprott Physical Silver Trust(PSLV)$ </a> hmm..","text":"$Sprott Physical Silver Trust(PSLV)$ hmm..","images":[{"img":"https://community-static.tradeup.com/news/797c493f327dfec0b52c2aff8039cda2","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252192482357536","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":252192102109416,"gmtCreate":1702604199492,"gmtModify":1702604204108,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Up up up..","listText":"Up up up..","text":"Up up up..","images":[{"img":"https://community-static.tradeup.com/news/9a1ac687990c86e7355a2a4103e9e25e","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252192102109416","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251774185812200,"gmtCreate":1702511672368,"gmtModify":1702511677007,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Huat ah!","listText":"Huat ah!","text":"Huat 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graphic!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239045175713864","repostId":"238532604080200","repostType":1,"repost":{"id":238532604080200,"gmtCreate":1699272396733,"gmtModify":1699272410023,"author":{"id":"4104455119105420","authorId":"4104455119105420","name":"Tiger_Academy","avatar":"https://static.tigerbbs.com/3776fe550cd7a945e43d68c025988ed8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Brian Feroldi: 9 Infographics Learn to Analyze a Cash Flow Statement Fast","htmlText":"How to analyze a Cash Flow Statement, FAST. Study these 9 infographics: 1: Cash Flow Statement OverviewImage2: Questions to askImage3: Cash Flow FormulasImage<a href=\"https://twitter.com/BrianFeroldi/status/1721150552984162775/photo/1\"></a>4: Yellow FlagsImage5: Income Statement vs Cash Flow StatementImage6: Balance Sheet vs Cash Flow StatementImage7: Net Income vs Free Cash FlowImage8: 9 Green FlagsImage9:4 Types of Cash FlowImageCredit to <a href=\"https://twitter.com/BrianFeroldi/status/1721150538819985485\" target=\"_blank\">@brianferoldi</a>.<a href=\"https://twitter.com/BrianFeroldi/status/1721150567857160617/photo/1\"></a>","listText":"How to analyze a Cash Flow Statement, FAST. Study these 9 infographics: 1: Cash Flow Statement OverviewImage2: Questions to askImage3: Cash Flow FormulasImage<a href=\"https://twitter.com/BrianFeroldi/status/1721150552984162775/photo/1\"></a>4: Yellow FlagsImage5: Income Statement vs Cash Flow StatementImage6: Balance Sheet vs Cash Flow StatementImage7: Net Income vs Free Cash FlowImage8: 9 Green FlagsImage9:4 Types of Cash FlowImageCredit to <a href=\"https://twitter.com/BrianFeroldi/status/1721150538819985485\" target=\"_blank\">@brianferoldi</a>.<a href=\"https://twitter.com/BrianFeroldi/status/1721150567857160617/photo/1\"></a>","text":"How to analyze a Cash Flow Statement, FAST. Study these 9 infographics: 1: Cash Flow Statement OverviewImage2: Questions to askImage3: Cash Flow FormulasImage4: Yellow FlagsImage5: Income Statement vs Cash Flow StatementImage6: Balance Sheet vs Cash Flow StatementImage7: Net Income vs Free Cash FlowImage8: 9 Green FlagsImage9:4 Types of Cash FlowImageCredit to @brianferoldi.","images":[{"img":"https://community-static.tradeup.com/news/4b23dcf43271ec08fcba6d4efc21e943","width":"529","height":"680"},{"img":"https://community-static.tradeup.com/news/90d5880fda8832646637bc6e4d3ba3b3","width":"529","height":"680"},{"img":"https://community-static.tradeup.com/news/b3a79dbe5fa61f6acc0f4db3cffece23","width":"529","height":"680"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238532604080200","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236236884558000,"gmtCreate":1698707715714,"gmtModify":1698707719813,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Let's Halloween!","listText":"Let's Halloween!","text":"Let's Halloween!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236236884558000","repostId":"234641357262864","repostType":1,"repost":{"id":234641357262864,"gmtCreate":1698311576543,"gmtModify":1698655637693,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Join Tiger's Halloween Fun! Win Big!","htmlText":"Hey there, spooky squad! 🎃Halloween is coming, and it's time for some fang-tastic fun with our new game - Trick Or Trade! Get ready for some fun, and earn points to win a USD 100 stock voucher and AAPL stock!*In this thrilling game, you'll have just 60 seconds to fend off a gang of mischievous Halloween spirits. It's your job to give them a fright and chase them away with a tap – the more, the merrier!Now, here's the twist: each ghostly friend will require different taps and will reward you with various points.Airy the Apparition - Just one tap, and poof, they vanish. Spooktacularly easy!Bubbles the Water Pixie - Disappears with zero taps - A true magic trick!Rocky the Earth Spirit - You'll need to tap twice to send it packing. He's grounded, you see.Flicker the Embergeist - Another one-ta","listText":"Hey there, spooky squad! 🎃Halloween is coming, and it's time for some fang-tastic fun with our new game - Trick Or Trade! Get ready for some fun, and earn points to win a USD 100 stock voucher and AAPL stock!*In this thrilling game, you'll have just 60 seconds to fend off a gang of mischievous Halloween spirits. It's your job to give them a fright and chase them away with a tap – the more, the merrier!Now, here's the twist: each ghostly friend will require different taps and will reward you with various points.Airy the Apparition - Just one tap, and poof, they vanish. Spooktacularly easy!Bubbles the Water Pixie - Disappears with zero taps - A true magic trick!Rocky the Earth Spirit - You'll need to tap twice to send it packing. He's grounded, you see.Flicker the Embergeist - Another one-ta","text":"Hey there, spooky squad! 🎃Halloween is coming, and it's time for some fang-tastic fun with our new game - Trick Or Trade! Get ready for some fun, and earn points to win a USD 100 stock voucher and AAPL stock!*In this thrilling game, you'll have just 60 seconds to fend off a gang of mischievous Halloween spirits. It's your job to give them a fright and chase them away with a tap – the more, the merrier!Now, here's the twist: each ghostly friend will require different taps and will reward you with various points.Airy the Apparition - Just one tap, and poof, they vanish. Spooktacularly easy!Bubbles the Water Pixie - Disappears with zero taps - A true magic trick!Rocky the Earth Spirit - You'll need to tap twice to send it packing. He's grounded, you see.Flicker the Embergeist - Another one-ta","images":[{"img":"https://community-static.tradeup.com/news/ad478b709732d53302c395a52fa1c8e1","width":"1200","height":"630"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234641357262864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957695949,"gmtCreate":1677202056781,"gmtModify":1677202059552,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great article to read!","listText":"Great article to read!","text":"Great article to read!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957695949","repostId":"9957140875","repostType":1,"repost":{"id":9957140875,"gmtCreate":1677118271498,"gmtModify":1677123520340,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"🚀Share your strategy for making money on the market！(23 Feb)","htmlText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion&nbsp;! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/detail&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards]You will be given&nbsp;10-50 Tiger Coins according to the quality &amp; original of the post(NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;5 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for","listText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion&nbsp;! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/detail&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards]You will be given&nbsp;10-50 Tiger Coins according to the quality &amp; original of the post(NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;5 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for","text":"Hi, Tigers!Welcome to Daily Discussion ! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards]You will be given 10-50 Tiger Coins according to the quality & original of the post(NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given 5 Tiger coins if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for","images":[{"img":"https://community-static.tradeup.com/news/742be929a7f43583318c6df6db52c3ca","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/7caf370a5ebea17f35c6439577f7eebd","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/1256c533f59dc852514b26e3412f4f91","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957140875","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952025972,"gmtCreate":1674275413096,"gmtModify":1676538935059,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks!","listText":"Thanks!","text":"Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952025972","repostId":"1161536517","repostType":4,"repost":{"id":"1161536517","pubTimestamp":1674263763,"share":"https://www.laohu8.com/m/news/1161536517?lang=&edition=full","pubTime":"2023-01-21 09:16","market":"us","language":"en","title":"GameStop Layoffs 2023: What to Know About the Latest GME Job Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=1161536517","media":"InvestorPlace","summary":"WDRB reports that hundreds of GameStop (GME) employees may soon be laid off.The company announced fo","content":"<html><head></head><body><ul><li>WDRB reports that hundreds of GameStop (GME) employees may soon be laid off.</li><li>The company announced four rounds of layoffs last year.</li></ul><p>Shares of <a href=\"https://laohu8.com/S/GME\">GameStop</a> are in full focus following what appears to be another round of layoffs for the video-game retailer. According to Kentucky local news station WDRB, the company is in the process of closing down its Shepherdsville, Kentucky, distribution center, which will likely result in the loss of hundreds of jobs. The center first opened in 2016 and initially employed 400 associates. It operated as a place for packing and shipping physical video games and repairing electronic devices.</p><p>The center will close its doors on June 30, with layoffs beginning on March 18. In an internal letter to employees dated Jan. 17, the company explained, “The entire facility will be closed and all employees at the facility will be impacted.”</p><p>A commercial real estate listing with the address of the center confirms this. The center will be available for a new occupant beginning on July 1.</p><h3>What These GameStop Layoffs Mean</h3><p>Layoffs can be seen as both positive and negative for a company. The short-term effect is that it will result in fewer general and administrative costs due to the reduction of employees. This could help improve a company’s bottom-line income. The long-term effect is that fewer employees may stifle future growth and innovation.</p><p>GameStop will still operate several other distribution centers following the closure of its Kentucky facility. For example, it has a warehouse in York, Pennsylvania, and also a distribution facility in Reno, Nevada.</p><p>GameStop isn’t the only company in the video-game industry dealing with layoffs. Earlier this week, software development company Unity Software (NYSE:U) announced that it would be laying off 284 employees. Unity had over 8,000 employees before the reductions were announced.</p><p>If confirmed, GameStop’s layoffs will be the fifth round since 2022. CEO Matt Furlong attributed the reductions to high inflation, low consumer sentiment and profitability goals.</p><p>Meanwhile, analysts appear to be shaky on GameStop’s long-term prospects. The most recent price target update is attributed to Wedbush analyst Michael Pachter, who lowered his price target to $5.30 from $6 after reviewing the company’s third-quarter earnings. For the quarter, revenue tallied in at $1.19 billion, down 8% year-over-year and missing the analyst estimate for $1.35 billion.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop Layoffs 2023: What to Know About the Latest GME Job Cuts</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\">\nGameStop Layoffs 2023: What to Know About the Latest GME Job Cuts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-21 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/gamestop-layoffs-2023-what-to-know-about-the-latest-gme-job-cuts/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WDRB reports that hundreds of GameStop (GME) employees may soon be laid off.The company announced four rounds of layoffs last year.Shares of GameStop are in full focus following what appears to be ...</p>\n\n<a href=\"https://investorplace.com/2023/01/gamestop-layoffs-2023-what-to-know-about-the-latest-gme-job-cuts/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://investorplace.com/2023/01/gamestop-layoffs-2023-what-to-know-about-the-latest-gme-job-cuts/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161536517","content_text":"WDRB reports that hundreds of GameStop (GME) employees may soon be laid off.The company announced four rounds of layoffs last year.Shares of GameStop are in full focus following what appears to be another round of layoffs for the video-game retailer. According to Kentucky local news station WDRB, the company is in the process of closing down its Shepherdsville, Kentucky, distribution center, which will likely result in the loss of hundreds of jobs. The center first opened in 2016 and initially employed 400 associates. It operated as a place for packing and shipping physical video games and repairing electronic devices.The center will close its doors on June 30, with layoffs beginning on March 18. In an internal letter to employees dated Jan. 17, the company explained, “The entire facility will be closed and all employees at the facility will be impacted.”A commercial real estate listing with the address of the center confirms this. The center will be available for a new occupant beginning on July 1.What These GameStop Layoffs MeanLayoffs can be seen as both positive and negative for a company. The short-term effect is that it will result in fewer general and administrative costs due to the reduction of employees. This could help improve a company’s bottom-line income. The long-term effect is that fewer employees may stifle future growth and innovation.GameStop will still operate several other distribution centers following the closure of its Kentucky facility. For example, it has a warehouse in York, Pennsylvania, and also a distribution facility in Reno, Nevada.GameStop isn’t the only company in the video-game industry dealing with layoffs. Earlier this week, software development company Unity Software (NYSE:U) announced that it would be laying off 284 employees. Unity had over 8,000 employees before the reductions were announced.If confirmed, GameStop’s layoffs will be the fifth round since 2022. CEO Matt Furlong attributed the reductions to high inflation, low consumer sentiment and profitability goals.Meanwhile, analysts appear to be shaky on GameStop’s long-term prospects. The most recent price target update is attributed to Wedbush analyst Michael Pachter, who lowered his price target to $5.30 from $6 after reviewing the company’s third-quarter earnings. For the quarter, revenue tallied in at $1.19 billion, down 8% year-over-year and missing the analyst estimate for $1.35 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922702671,"gmtCreate":1671840617294,"gmtModify":1676538601284,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>hmm..","listText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>hmm..","text":"$KEPPEL DC REIT(AJBU.SI)$ hmm..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922702671","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922604819,"gmtCreate":1671752336031,"gmtModify":1676538586830,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>how's your bank doing?","listText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>how's your bank doing?","text":"$IFAST CORPORATION LTD.(AIY.SI)$ how's your bank doing?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922604819","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922901928,"gmtCreate":1671666203665,"gmtModify":1676538571961,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>this year end.. it's a dip..","listText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>this year end.. it's a dip..","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ this year end.. it's a dip..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9922901928","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926566657,"gmtCreate":1671584552379,"gmtModify":1676538559458,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>dangerous..","listText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>dangerous..","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ dangerous..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926566657","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926169257,"gmtCreate":1671494281180,"gmtModify":1676538544797,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>be careful..","listText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>be careful..","text":"$KEPPEL DC REIT(AJBU.SI)$ be careful..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926169257","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926098695,"gmtCreate":1671415306117,"gmtModify":1676538532396,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>wait wait wait..","listText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>wait wait wait..","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ wait wait wait..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926098695","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928535049,"gmtCreate":1671321164282,"gmtModify":1676538523161,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>recession is still in view..","listText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>recession is still in view..","text":"$IFAST CORPORATION LTD.(AIY.SI)$ recession is still in view..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928535049","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928600740,"gmtCreate":1671249278080,"gmtModify":1676538515684,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>I will wait and see..","listText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>I will wait and see..","text":"$KEPPEL DC REIT(AJBU.SI)$ I will wait and see..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9928600740","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928031994,"gmtCreate":1671148689918,"gmtModify":1676538498542,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>wait wait and wait..","listText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>wait wait and wait..","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ wait wait and wait..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928031994","isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921671190,"gmtCreate":1671061661310,"gmtModify":1676538482583,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a><v-v data-views=\"0\"></v-v>the hidden bear..","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a><v-v data-views=\"0\"></v-v>the hidden bear..","text":"$SPDR S&P 500 ETF Trust(SPY)$ the hidden bear..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921671190","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921376143,"gmtCreate":1670985075383,"gmtModify":1676538471470,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>trading sideway..","listText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>trading sideway..","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ trading sideway..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921376143","isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923551311,"gmtCreate":1670888938333,"gmtModify":1676538452801,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"0\"></v-v>rate is still up up up..","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"0\"></v-v>rate is still up up up..","text":"$S&P 500(.SPX)$ rate is still up up up..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9923551311","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9086916837,"gmtCreate":1650410860480,"gmtModify":1676534715788,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a>Debt vs electricity cost.. which will prevail? Let's see the price action today.","listText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a>Debt vs electricity cost.. which will prevail? Let's see the price action today.","text":"$KEPPEL DC REIT(AJBU.SI)$Debt vs electricity cost.. which will prevail? Let's see the price action today.","images":[{"img":"https://community-static.tradeup.com/news/5876d368ec2259e144d234c2a59264dc","width":"1080","height":"3039"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":67,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086916837","isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583376823531101","authorId":"3583376823531101","name":"heng95","avatar":"https://static.tigerbbs.com/57ddf2d0d21c2dec1fa469f9a0168d06","crmLevel":3,"crmLevelSwitch":0},"content":"keep going","text":"keep going","html":"keep going"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9086766675,"gmtCreate":1650498275775,"gmtModify":1676534737159,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>2 days to result release. SP500 declining since last result, not expecting good result for iFast too.","listText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>2 days to result release. SP500 declining since last result, not expecting good result for iFast too.","text":"$IFAST CORPORATION LTD.(AIY.SI)$2 days to result release. SP500 declining since last result, not expecting good result for iFast too.","images":[{"img":"https://community-static.tradeup.com/news/e62f2fa6aae54d54de213ddefc622e74","width":"1080","height":"3039"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":64,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9086766675","isVote":1,"tweetType":1,"viewCount":2100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9061078266,"gmtCreate":1651546333803,"gmtModify":1676534924461,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03067\">$ISHARESHSTECH(03067)$</a>got chance?","listText":"<a href=\"https://ttm.financial/S/03067\">$ISHARESHSTECH(03067)$</a>got chance?","text":"$ISHARESHSTECH(03067)$got chance?","images":[{"img":"https://community-static.tradeup.com/news/39205a3b6686eb5ba002a3243749165a","width":"1080","height":"3037"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061078266","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":343395569,"gmtCreate":1617674547851,"gmtModify":1704701646936,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Juggling the whole economy! I hope he can balance it well and not drop the balls.","listText":"Juggling the whole economy! I hope he can balance it well and not drop the balls.","text":"Juggling the whole economy! I hope he can balance it well and not drop the balls.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/343395569","repostId":"2125757547","repostType":4,"repost":{"id":"2125757547","pubTimestamp":1617610742,"share":"https://www.laohu8.com/m/news/2125757547?lang=&edition=full","pubTime":"2021-04-05 16:19","market":"us","language":"en","title":"FOMC meeting minutes, Powell speaks: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2125757547","media":"Yahoo Finance","summary":"Traders returning from the long holiday weekend will turn their attention to more commentary out of ","content":"<p>Traders returning from the long holiday weekend will turn their attention to more commentary out of the Federal Reserve, with the Federal Open Market Committee's latest meeting minutes and a speech from Fed Chair Jerome Powell on deck. Relatively few new economic data reports or corporate earnings results are scheduled for release.</p><p>The FOMC's meeting minutes, due out Wednesday afternoon, will elucidate members' thinking from their March meeting. At the conclusion of that meeting, the central bank's median forecast for economic growth was sharply upwardly revised, reflecting improving growth trends as the trajectory of new COVID-19 infections improved and vaccinations broadened out. The central bank said it expects real GDP to grow 6.5% this year, versus the 4.2% rate it anticipated in December. The Fed also said it sees the unemployment rate improving to 4.5% by year-end before returning to its pre-pandemic level of 3.5% by 2023.</p><p>Despite these improving projections, the Fed still telegraphed that interest rates would likely remain on hold at current near-zero levels through 2023, with the central bank maintaining its ultra-accommodative monetary policy posturing despite a quicker-than-previously-expected economic recovery. Market participants have been wary of this message, with the Fed suggesting a stubborn tilt toward easy monetary policy even in the face of rising inflation. The Fed's latest forecast showed the median member believed core inflation would rise to 2.4% this year, hitting and exceeding the Fed's 2% target two years earlier than previously anticipated.</p><p>Fed Chair Powell said in his mid-March press conference that inflation would need to be \"on track to exceed 2% moderately for some time\" in order for the Fed to consider its inflation goal met and allow for liftoff on rates. However, that assertion has left some room for interpretation by market participants, leading many to speculate the Fed may be pushed to adjust policy sooner than it has recently telegraphed.</p><h2>'Forecast disagreement'</h2><h2></h2><p>According to a recent survey from Deustche Bank, \"The current gap between the market and the Fed is mostly about forecast disagreement. In particular, survey respondents expect that core PCE in the 2.2%-2.3% range in 2022 and 2023 will beget a more hawkish Fed response,\" Deutsche Bank economist Matthew Luzzetti wrote in a note. \"While we learned at the FOMC meeting that 2.1% core PCE [personal consumption expenditures] inflation is not sufficiently high to trigger liftoff, it is still unclear whether inflation rates in the 2.2%-2.3% range — as expected by our survey and market pricing — would be high enough to get the Fed to tighten. This ambiguity is <a href=\"https://laohu8.com/S/AONE\">one</a> drawback of the Fed's flexible average inflation targeting (FAIT) approach which leaves key parameters undefined.\"</p><p>\"If the Fed were to clearly signal that core PCE inflation in the 2.2%-2.3% range for a year or two is consistent with their view of FAIT and would not trigger a tightening of monetary policy, they could impact market pricing,\" he added. \"Conversely, if the FOMC believes they would raise rates in response to these inflation realizations, then the market is currently pricing an appropriate reaction function and it will take some time for a verdict on whether the Fed or market is correct about the persistence of this inflation shock.\"</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e00f01f2ead30a11c8273f332b00d3da\" tg-width=\"6000\" tg-height=\"4000\" referrerpolicy=\"no-referrer\"><span>WASHINGTON, DC - JANUARY 29: Federal Reserve Board Chairman Jerome Powell speaks during a news conference after a Federal Open Market Committee meeting on January 29, 2020 in Washington, DC. Chairman Powell announced that the Federal Reserve will not be adjusting interest rates. (Photo by Samuel Corum/Getty Images)Samuel Corum via Getty Images</span></p><p>But while the jury appears to be out among market participants when it comes to the timing of the next rate hike, many agree that the first step toward tightening by the Federal Reserve will likely occur in their crisis-era asset purchase program. Fed Chair Powell said that the central bank would be looking for \"substantial further progress\" — and specifically \"actual progress\" in the data and not \"forecast progress\" — toward the Fed's employment and inflation goals before considering tapering.</p><p>Still, with the latest batch of March economic data exceeding estimates, the Fed may soon begin offering up firmer guidance around its plan for tapering the $120 billion per-month asset purchase program, which was first put into place at the start of the pandemic last year.</p><p>\"Financial conditions should remain quite accommodative for a while, and in our view risks an overshoot,\" Rich Rieder, BlackRock chief investment officer, said in a note. \"We think that the Fed should be able to taper asset purchases sooner than many expect and perhaps by the end of the year, or early next year, which suggests to us that communicating its plan could come as early as the June meeting.\"</p><p>While the forthcoming meeting minutes will not take into account FOMC members' appraisal of the latest batch of economic data, it will offer market participants a sense of whether some members were inclined to look past the first signs of a faster-than-expected economic recovery in dictating the direction of monetary policy.</p><p>That said, Fed Chair Powell's public remarks this coming Thursday will offer a more timely view of the central bank's policy thinking. Powell will be speaking at an International Monetary Fund panel on the global economy Thursday afternoon.</p><p>The discussion will come about a week after the Labor Department's March jobs report, which showed a much better than expected gain of 916,000 non-farm payrolls and a dip in the unemployment rate to 6.0%. Plus, last week's Institute for Supply Management's manufacturing purchasing managers' index unexpectedly jumped to a 37-year high, with some survey participants already citing a rise in commodity prices and a supply and demand mismatch that could exacerbate upward price pressures. Market participants will eye Powell's address to see whether or not these prints shift the needle in the Fed's monetary policy projections.</p><p>\"We expect that as the data come in, the volatility in Fed views will become more pronounced over coming months,\" RBC Capital Markets economists wrote in a note last week.</p><h2>Economic calendar</h2><ul><li><p><b>Monday: </b><a href=\"https://laohu8.com/S/MRKT\">Markit</a> U.S. Services PMI, March Final (60.2 expected, 60.0 in prior print); Markit U.S. Composite PMI, March Final (59.1 in prior print); ISM Services Index, March (58.7 expected, 55.3 in February); Factory Orders, February (-0.5% expected, 2.6% in January); Durable Goods Orders, February Final (-1.1% expected, -1.1% in prior print); Durable Goods Orders excluding transportation, February final (-0.9% expected, -0.9% in prior print); Non-defense capital goods orders excluding aircraft, February final (-0.8% in prior print); Non-defense capital goods shipments excluding aircraft, February final (-1.0% in prior print)</p></li><li><p><b>Tuesday:</b> JOLTS Job Openings, February (6.944 million expected, 6.917 million in prior print)</p></li><li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended April 2 (-2.2% during prior week); Trade Balance, February (-$70.5 billion expected, -$68.2 billion in January); Consumer credit, February ($2.800 billion expected, -$1.315 billion in January) FOMC Meeting Minutes, March Meeting</p></li><li><p><b>Thursday: </b>Initial jobless claims, week ended April 3 (690,000 expected, 719,000 during prior week); Continuing claims, week ended March 27 (3.794 million during prior week)</p></li><li><p><b>Friday:</b> Producer Price Index, month-over-month, March (0.5% expected, 0.5% in February); Producer Price Index excluding food and energy, month-over-month, March (0.2% expected, 0.2% in February); Producer Price Index, year-over-year, March (3.8% expected, 2.5% in February); Producer Price Index excluding food and energy year-over-year, March (2.7% expected, 2.5% in February); Wholesale inventories, month-over-month, February final (0.5% expected, 0.5% in prior print)</p></li></ul><h2>Earnings calendar</h2><ul><li><p><b>Monday: </b>N/A</p></li><li><p><b>Tuesday: </b>N/A</p></li><li><p><b>Wednesday:</b> N/A</p></li><li><p><b>Thursday:</b> Constellation Brands (STZ) before market open</p></li><li><p><b>Friday: </b>N/A</p></li></ul>","source":"yahoofinance_au","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>FOMC meeting minutes, Powell speaks: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nFOMC meeting minutes, Powell speaks: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-05 16:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/fomc-meeting-minutes-powell-speaks-what-to-know-in-the-week-ahead-154814153.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traders returning from the long holiday weekend will turn their attention to more commentary out of the Federal Reserve, with the Federal Open Market Committee's latest meeting minutes and a speech ...</p>\n\n<a href=\"https://finance.yahoo.com/news/fomc-meeting-minutes-powell-speaks-what-to-know-in-the-week-ahead-154814153.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/fomc-meeting-minutes-powell-speaks-what-to-know-in-the-week-ahead-154814153.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2125757547","content_text":"Traders returning from the long holiday weekend will turn their attention to more commentary out of the Federal Reserve, with the Federal Open Market Committee's latest meeting minutes and a speech from Fed Chair Jerome Powell on deck. Relatively few new economic data reports or corporate earnings results are scheduled for release.The FOMC's meeting minutes, due out Wednesday afternoon, will elucidate members' thinking from their March meeting. At the conclusion of that meeting, the central bank's median forecast for economic growth was sharply upwardly revised, reflecting improving growth trends as the trajectory of new COVID-19 infections improved and vaccinations broadened out. The central bank said it expects real GDP to grow 6.5% this year, versus the 4.2% rate it anticipated in December. The Fed also said it sees the unemployment rate improving to 4.5% by year-end before returning to its pre-pandemic level of 3.5% by 2023.Despite these improving projections, the Fed still telegraphed that interest rates would likely remain on hold at current near-zero levels through 2023, with the central bank maintaining its ultra-accommodative monetary policy posturing despite a quicker-than-previously-expected economic recovery. Market participants have been wary of this message, with the Fed suggesting a stubborn tilt toward easy monetary policy even in the face of rising inflation. The Fed's latest forecast showed the median member believed core inflation would rise to 2.4% this year, hitting and exceeding the Fed's 2% target two years earlier than previously anticipated.Fed Chair Powell said in his mid-March press conference that inflation would need to be \"on track to exceed 2% moderately for some time\" in order for the Fed to consider its inflation goal met and allow for liftoff on rates. However, that assertion has left some room for interpretation by market participants, leading many to speculate the Fed may be pushed to adjust policy sooner than it has recently telegraphed.'Forecast disagreement'According to a recent survey from Deustche Bank, \"The current gap between the market and the Fed is mostly about forecast disagreement. In particular, survey respondents expect that core PCE in the 2.2%-2.3% range in 2022 and 2023 will beget a more hawkish Fed response,\" Deutsche Bank economist Matthew Luzzetti wrote in a note. \"While we learned at the FOMC meeting that 2.1% core PCE [personal consumption expenditures] inflation is not sufficiently high to trigger liftoff, it is still unclear whether inflation rates in the 2.2%-2.3% range — as expected by our survey and market pricing — would be high enough to get the Fed to tighten. This ambiguity is one drawback of the Fed's flexible average inflation targeting (FAIT) approach which leaves key parameters undefined.\"\"If the Fed were to clearly signal that core PCE inflation in the 2.2%-2.3% range for a year or two is consistent with their view of FAIT and would not trigger a tightening of monetary policy, they could impact market pricing,\" he added. \"Conversely, if the FOMC believes they would raise rates in response to these inflation realizations, then the market is currently pricing an appropriate reaction function and it will take some time for a verdict on whether the Fed or market is correct about the persistence of this inflation shock.\"WASHINGTON, DC - JANUARY 29: Federal Reserve Board Chairman Jerome Powell speaks during a news conference after a Federal Open Market Committee meeting on January 29, 2020 in Washington, DC. Chairman Powell announced that the Federal Reserve will not be adjusting interest rates. (Photo by Samuel Corum/Getty Images)Samuel Corum via Getty ImagesBut while the jury appears to be out among market participants when it comes to the timing of the next rate hike, many agree that the first step toward tightening by the Federal Reserve will likely occur in their crisis-era asset purchase program. Fed Chair Powell said that the central bank would be looking for \"substantial further progress\" — and specifically \"actual progress\" in the data and not \"forecast progress\" — toward the Fed's employment and inflation goals before considering tapering.Still, with the latest batch of March economic data exceeding estimates, the Fed may soon begin offering up firmer guidance around its plan for tapering the $120 billion per-month asset purchase program, which was first put into place at the start of the pandemic last year.\"Financial conditions should remain quite accommodative for a while, and in our view risks an overshoot,\" Rich Rieder, BlackRock chief investment officer, said in a note. \"We think that the Fed should be able to taper asset purchases sooner than many expect and perhaps by the end of the year, or early next year, which suggests to us that communicating its plan could come as early as the June meeting.\"While the forthcoming meeting minutes will not take into account FOMC members' appraisal of the latest batch of economic data, it will offer market participants a sense of whether some members were inclined to look past the first signs of a faster-than-expected economic recovery in dictating the direction of monetary policy.That said, Fed Chair Powell's public remarks this coming Thursday will offer a more timely view of the central bank's policy thinking. Powell will be speaking at an International Monetary Fund panel on the global economy Thursday afternoon.The discussion will come about a week after the Labor Department's March jobs report, which showed a much better than expected gain of 916,000 non-farm payrolls and a dip in the unemployment rate to 6.0%. Plus, last week's Institute for Supply Management's manufacturing purchasing managers' index unexpectedly jumped to a 37-year high, with some survey participants already citing a rise in commodity prices and a supply and demand mismatch that could exacerbate upward price pressures. Market participants will eye Powell's address to see whether or not these prints shift the needle in the Fed's monetary policy projections.\"We expect that as the data come in, the volatility in Fed views will become more pronounced over coming months,\" RBC Capital Markets economists wrote in a note last week.Economic calendarMonday: Markit U.S. Services PMI, March Final (60.2 expected, 60.0 in prior print); Markit U.S. Composite PMI, March Final (59.1 in prior print); ISM Services Index, March (58.7 expected, 55.3 in February); Factory Orders, February (-0.5% expected, 2.6% in January); Durable Goods Orders, February Final (-1.1% expected, -1.1% in prior print); Durable Goods Orders excluding transportation, February final (-0.9% expected, -0.9% in prior print); Non-defense capital goods orders excluding aircraft, February final (-0.8% in prior print); Non-defense capital goods shipments excluding aircraft, February final (-1.0% in prior print)Tuesday: JOLTS Job Openings, February (6.944 million expected, 6.917 million in prior print)Wednesday: MBA Mortgage Applications, week ended April 2 (-2.2% during prior week); Trade Balance, February (-$70.5 billion expected, -$68.2 billion in January); Consumer credit, February ($2.800 billion expected, -$1.315 billion in January) FOMC Meeting Minutes, March MeetingThursday: Initial jobless claims, week ended April 3 (690,000 expected, 719,000 during prior week); Continuing claims, week ended March 27 (3.794 million during prior week)Friday: Producer Price Index, month-over-month, March (0.5% expected, 0.5% in February); Producer Price Index excluding food and energy, month-over-month, March (0.2% expected, 0.2% in February); Producer Price Index, year-over-year, March (3.8% expected, 2.5% in February); Producer Price Index excluding food and energy year-over-year, March (2.7% expected, 2.5% in February); Wholesale inventories, month-over-month, February final (0.5% expected, 0.5% in prior print)Earnings calendarMonday: N/ATuesday: N/AWednesday: N/AThursday: Constellation Brands (STZ) before market openFriday: N/A","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0},"content":"Need to watch him closely.","text":"Need to watch him closely.","html":"Need to watch him closely."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062609328,"gmtCreate":1652054143464,"gmtModify":1676535019143,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>still selling?","listText":"<a href=\"https://ttm.financial/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>still selling?","text":"$Lion-OCBC Sec HSTECH S$(HST.SI)$still selling?","images":[{"img":"https://community-static.tradeup.com/news/1fa12179036712ec304760a1d27ec0cd","width":"1080","height":"3039"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062609328","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":352120299,"gmtCreate":1616909569111,"gmtModify":1704799913511,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Will Telsa continue to deliver?","listText":"Will Telsa continue to deliver?","text":"Will Telsa continue to deliver?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/352120299","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","pubTimestamp":1616772179,"share":"https://www.laohu8.com/m/news/1111192234?lang=&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p>\n<p>Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p>\n<p>Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p>\n<p>So far the market isn’t feeling charitable. But the sample size is only one stock.</p>\n<p>NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p>\n<p>For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p>\n<p>Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p>\n<p>RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p>\n<p>Spak rates Tesla stock Hold and has a $725 price target for shares.</p>\n<p>In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p>\n<p>Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</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>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.</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 Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">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.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0},"content":"Good luck Tesla!","text":"Good luck Tesla!","html":"Good luck Tesla!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340338073,"gmtCreate":1617337564392,"gmtModify":1704698963710,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sector rotation in the making..","listText":"Sector rotation in the making..","text":"Sector rotation in the making..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/340338073","repostId":"1159361065","repostType":4,"repost":{"id":"1159361065","pubTimestamp":1617332969,"share":"https://www.laohu8.com/m/news/1159361065?lang=&edition=full","pubTime":"2021-04-02 11:09","market":"us","language":"en","title":"My 36 Stock $338K Portfolio: Back Into China","url":"https://stock-news.laohu8.com/highlight/detail?id=1159361065","media":"seeking alpha","summary":"Summary\n\nSome major changes in my portfolio in March including an entrance back into a few China sto","content":"<p>Summary</p>\n<ul>\n <li>Some major changes in my portfolio in March including an entrance back into a few China stocks, some new Healthcare picks, and a new large financial SPAC position.</li>\n <li>I also sold off some of my more defensive value positions during the last rotation to add to some of my key tech positions including Apple.</li>\n <li>A portfolio built for individual investors to outperform the majority of money managers through diversity and risk with the goal to be worth millions in retirement.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/2e294fb94acf2a7afdc72d4a5a19699c\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\">Photo by Darren415/iStock via Getty Images</p>\n<p>It is my firm belief that 80% of money managers can't outperform the S&amp;P 500 index over time due primarily to the fees they charge their clients. Each and every individual person intent on having the happiest retirement possible could and should take charge of their retirement portfolios and invest in simple index/mutual funds and/or a balanced portfolio like the one I have set up to maximize returns over decades of performance.</p>\n<p><b>Contributions:</b></p>\n<p>During the month of January, my retirement portfolio had $2,100 in contributions added to it. In February, my spouse and I contributed $12,000 to our IRA portfolios for 2020 with the goal to do another $12,000 in IRA contributions for 2021 later on this year. March had no meaningful retirement contributions for stocks or Mutual Funds. Here is how my portfolio performed compared to the SPDR S&amp;P 500 Trust (SPY) over the beginning of 2021. The rotation to value ended up smashing my portfolio for the month but I am in great position for a rebound if that trend ends as I loaded up on unloved growth stocks and tech names.</p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Fund</p></td>\n   <td><p>SPY</p></td>\n   <td><p>Welsh</p></td>\n   <td><p>Welsh Minus Contributions</p></td>\n  </tr>\n  <tr>\n   <td><p>% Gain Jan 2021</p></td>\n   <td><p>-1.02%</p></td>\n   <td><p>2.85%</p></td>\n   <td><p>2.2%</p></td>\n  </tr>\n  <tr>\n   <td><p>% Gain Feb 2021</p></td>\n   <td><p>2.84%</p></td>\n   <td><p>2.59%</p></td>\n   <td><p>-1.1%</p></td>\n  </tr>\n  <tr>\n   <td><p>% Gain Mar 2021</p></td>\n   <td><p>4.16%</p></td>\n   <td><p>1.53%</p></td>\n   <td><p>1.53%</p></td>\n  </tr>\n  <tr>\n   <td><p>YTD GAINS</p></td>\n   <td><p>5.96%</p></td>\n   <td><p>7.12%</p></td>\n   <td><p>2.66%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Regular contributions to your retirement portfolio help your portfolio to grow even on less than ideal months where you fail to outperform the S&amp;P 500. Not every month will be a winner, but regular contributions can help make anyone's performance look good over time.</p>\n<p>Here's how the SPY has tracked over the beginning of 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/bd63a468f0271481b3d2886431b9b666\" tg-width=\"635\" tg-height=\"403\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>My portfolio was divided up to start 2021 at around 73% stocks and around 27% mutual and index funds with the goal to increase stocks to over 80% of my portfolio over time. It is currently built with approximately 87% domestic stocks and 13% foreign stocks as I have added China stocks this month again to my portfolio. I have about 3% of my portfolio in bond mutual funds so that I know how they work and to have at least a little exposure to this sector over time. I plan to have bonds be a very small portion of my portfolio up to right around age 65. Diversification lifts my whole portfolio's returns over time, so finding the best stocks in every sector is a goal for me each and every year. Here are some of the main changes sincemy last portfolio article in February of 2021.</p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Welsh Portfolio</p></td>\n   <td><p>Stocks</p></td>\n   <td><p>Index/Mutual Funds</p></td>\n   <td><p>Bonds</p></td>\n   <td><p>Domestic</p></td>\n   <td><p>International</p></td>\n  </tr>\n  <tr>\n   <td><p>December 2020</p></td>\n   <td><p>72%</p></td>\n   <td><p>28%</p></td>\n   <td><p>3%</p></td>\n   <td><p>85%</p></td>\n   <td><p>15%</p></td>\n  </tr>\n  <tr>\n   <td><p>January 2021</p></td>\n   <td><p>73%</p></td>\n   <td><p>27%</p></td>\n   <td><p>2.6%</p></td>\n   <td><p>87%</p></td>\n   <td><p>13%</p></td>\n  </tr>\n  <tr>\n   <td><p>February 2021</p></td>\n   <td><p>72%</p></td>\n   <td><p>28%</p></td>\n   <td><p>3%</p></td>\n   <td><p>89%</p></td>\n   <td><p>11%</p></td>\n  </tr>\n  <tr>\n   <td><p>March 2021</p></td>\n   <td><p>73%</p></td>\n   <td><p>27%</p></td>\n   <td><p>3%</p></td>\n   <td><p>87%</p></td>\n   <td><p>13%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Here are the details of my personal ~$338k portfolio then, based on values of approximately $30k, $300k, and $3 million broken down by sectors with brief descriptions of each stock in each sector. The best thing about my portfolio setup is that it is scalable so that people interested in following a similar path can set up their portfolios to follow my path no matter how small or large their holdings are. With fee-free trading and the advent of fractional shares, investors are more capable than ever in setting up amazing portfolios even when starting from scratch.</p>\n<p><b>The Welsh Portfolio 2021</b></p>\n<p>Source: Author</p>\n<p><b>The Information Technology Sector (Aim = 15% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$AAPL</p></td>\n   <td><p>$1,830</p></td>\n   <td><p>$18,300</p></td>\n   <td><p>$183,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$QCOM</p></td>\n   <td><p>$820</p></td>\n   <td><p>$8,200</p></td>\n   <td><p>$82,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$XLNX</p></td>\n   <td><p>$860</p></td>\n   <td><p>$8,600</p></td>\n   <td><p>$86,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$DELL</p></td>\n   <td><p>$490</p></td>\n   <td><p>$4,900</p></td>\n   <td><p>$49,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$RBOX</p></td>\n   <td><p>$480</p></td>\n   <td><p>$4,800</p></td>\n   <td><p>$48,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>18.3%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>1. Apple (AAPL) should be considered as a potential cornerstone piece to any portfolio as one of the world's largest and most profitable companies that prints money almost faster than the Fed. I used the latest rotation from high growth to value in the market in March to add to my stockpile of Apple as the stock hasn't noticeably appreciated in the last 6 months. I hope to keep adding some shares monthly as I think it is a great value at this time and a long-term winner.</p>\n<p>2. QUALCOMM (QCOM) is a major technology solutions provider for companies like Apple and will be an integral part of upcoming transformational secular revolutions like 5G. It's currently my 8th largest individual position with no plans to ever sell currently.</p>\n<p>3. Xilinx (XLNX) is being acquired by Advanced Micro Devices (AMD) in a$35B all-stock transactionhopefully before the end of 2021. I love the built-in arbitrage of all-stock transactions like this for tremendous companies like AMD and didn't mind selling my AMD in 2020 to buy Xilinx. I boosted my shares in Xilinx by a noticeable amount in March after its latest pullback. After this latest add not sure if I will get to add more shares before the end of the year when the AMD deal is close to finishing.</p>\n<p>4. Dell (DELL) is a legacy holding which continues to aggressively grow through value acquisitions like the$67B EMC dealand the future potential full acquisition of the hybrid cloud giant VMware (NYSE:VMW) which it owns ~80% of. Michael Dell is a shareholder winner through and through and following in his stock footpaths I think is a good long-term decision.</p>\n<p>5. Roblox (RBLX) is a teen gaming platform that came public through a direct listing in March of 2021. My hope was that it does not come out of the gate as hot as earlier IPOs DoorDash (DASH) and Airbnb (ABNB), which were too expensive for investing in for me personally when they premiered. I was very happy to get in at the IPO price of $64 a share for a large holding which I might add to in the coming months if it continues to linger around the IPO price or lower. I always try to have an eye on what younger generations are loving and this platform is expanding and growing phenomenally.</p>\n<p><b>Sold:</b>Sold my Microsoft(NASDAQ:MSFT)stock as it was a small position and I wanted to add to my Apple shares as a core holding.</p>\n<p><b>The Health Care Sector (Aim = 15% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$ARWR</p></td>\n   <td><p>$1,520</p></td>\n   <td><p>$15,200</p></td>\n   <td><p>$152,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$MDT</p></td>\n   <td><p>$460</p></td>\n   <td><p>$4,600</p></td>\n   <td><p>$46,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$MDXG</p></td>\n   <td><p>$1,720</p></td>\n   <td><p>$17,200</p></td>\n   <td><p>$172,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$LLY</p></td>\n   <td><p>$460</p></td>\n   <td><p>$4,600</p></td>\n   <td><p>$46,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$PFE</p></td>\n   <td><p>$300</p></td>\n   <td><p>$3,000</p></td>\n   <td><p>$30,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$MNKD</p></td>\n   <td><p>$110</p></td>\n   <td><p>$1,100</p></td>\n   <td><p>$11,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$SMMT</p></td>\n   <td><p>$290</p></td>\n   <td><p>$2,900</p></td>\n   <td><p>$29,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>19.9%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>6. Arrowhead Pharmaceuticals (ARWR) is my 4th largest individual stock position as an RNAi juggernaut entering key Phase 3 trials in 2021. A lovely balance sheet with key partnerships with Janssen (JNJ) and Amgen (AMGN) significantly de-risk its TRiM platform as it continues to expand into additional cell types. It has had a nice consolidation around $80 for a bit now so hopefully some good news will be all it needs to reach for that $100 handle.</p>\n<p>7. Medtronic (MDT) Health Care device maker that I think has significant upside from COVID-19 issues for years to come. Hospitals will need the best equipment companies like Medtronic provide as health issues from Covid-19 could persist for years.</p>\n<p>8. MiMedx (MDXG) was my largest individual stock position for a good portion of 2020 as the company made momentous strides in getting its financials back in order and re-listed on the NASDAQ. I trimmed this position after re-listing as its potentially game-changing knee osteoarthritis data comes out later in 2021. I hope to slowly add back to this position in 2021.</p>\n<p>9. Eli Lilly (LLY) is a favored legacy holding that I hope to slowly add to over time and never sell. Some amazing drugs and a pipeline of potential game changing candidates can give this company real zip when good data hits.</p>\n<p>10. Pfizer (PFE) A healthcare behemoth with a big stake in the fight against COVID-19. It seems like a great deal at current prices after its pullback from recent highs to start the year warranting me starting a new position in the company in late February.</p>\n<p>11. MannKind(NASDAQ:MNKD)Is a former legacy holding that I decided to jump back into after its recent$200M capital raisealong with its collaboration with United Therapeutics.</p>\n<p>12. Summit Therapeutics (SMMT) is also a former holding of mine that I sold after I had about tripled my money in. I love the CDC? And gonorrhea candidates in the coming years along with the CEO and majority shareholders backing as a sub $500M company. I plan on doubling my current shares in April when itsrights offeringexpires.</p>\n<p><b>The Communication Services Sector (Aim = 15% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$DIS</p></td>\n   <td><p>$2,010</p></td>\n   <td><p>$20,100</p></td>\n   <td><p>$201,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$BIDU</p></td>\n   <td><p>$540</p></td>\n   <td><p>$5,400</p></td>\n   <td><p>$54,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$TME</p></td>\n   <td><p>$300</p></td>\n   <td><p>$3,000</p></td>\n   <td><p>$30,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$WWE</p></td>\n   <td><p>$590</p></td>\n   <td><p>$5,900</p></td>\n   <td><p>$59,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$GOOGL</p></td>\n   <td><p>$410</p></td>\n   <td><p>$4,100</p></td>\n   <td><p>$41,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>15.7%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>13. Disney (DIS) will crush Netflix (NFLX) over time as its streaming platform continues to grow by leaps and bounds. Forever stock for me as my 2nd largest individual stock holding while always looking to add cheap shares. Unfortunately, pullbacks have been few and far between meaning I might not be adding shares until the end of 2021.</p>\n<p>14. Baidu (BIDU) My main grab on re-entering the China space. The recent meltdown in stocks from the Hwang family office, Archegos Capital, means that stocks like Baidu are trading at a tremendous discount to where they were just a couple months ago with their fundamentals still intact.</p>\n<p>15. Tencent (TME) Another victim of Archegos Capital, Tencent is a leader in China's music entertainment industry which also initiated a $1B share repurchase buyback program after the crash of its shares.</p>\n<p>16. World Wrestling Entertainment (WWE) is one of the few remaining live event media stocks growing globally, while always a potential takeover target from juggernauts like Disney. Plus, late at night, when finding a good streaming movie seems virtually impossible, putting on a mindless WWE match serves as a great way to end the day for me at least.</p>\n<p>17. Alphabet (GOOGL) One of the latest adds to my portfolio from the infamous FANG names which will most likely land in the never sell category. I prefer it currently over the likes of Facebook (FB) due to privacy issues but that might just be a transitory feeling.</p>\n<p><b>Sold:</b>Sold my AT&amp;T (T) as I sold a lot of defensive names to take advantage of the sell off of quality technology stocks.</p>\n<p><b>The Financial Sector (Aim = 15% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$GBTC</p></td>\n   <td><p>$2,450</p></td>\n   <td><p>$24,500</p></td>\n   <td><p>$245,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$HSBC</p></td>\n   <td><p>$210</p></td>\n   <td><p>$2,100</p></td>\n   <td><p>$21,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$RPLA</p></td>\n   <td><p>$1,280</p></td>\n   <td><p>$12,800</p></td>\n   <td><p>$128,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>16.1%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>18. Bitcoin (GBTC) soared over the back part of 2020 and rallied even more to start 2021 by reaching new all-time highs. Even after the most recent significant pullback, it is still my largest individual stock position as institutions continue to take a greater interest in it. As world banks and the Fed continue to print money like it's going out of style due to COVID-19, alternate money sources like Bitcoin could easily continue to see outsized gains in my opinion. EvenElon Musk likes it. Its pullback to end the month is one of the main reasons for my underperformance to the S&amp;P 500 this month. Still absolutely love it though as my top investment.</p>\n<p>19. HSBC Bank (HSBC) is a legacy holding that might finally see some upside if the United Kingdom can ever get Brexit resolved. That of course, might be a big if.</p>\n<p>20. Finance of America (RPLA) My new value SPAC that goes public on April 1st of 2021. I believe it has a lot of hidden value in the stock which hopefully will be realized upon going public or over its first couple of earnings reports. The goal is to make some nice quick profits in the name and then transfer back into companies like JPMorgan again.</p>\n<p><b>Sold:</b>Sold my stock in JPMorgan (JPM) and BlackRock (BLK) as I took a big position in Finance of America as a value SPAC that I hope to trade out of in the near future after it goes public or after its first earnings report or two.</p>\n<p><b>The Consumer Discretionary Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$TSLA</p></td>\n   <td><p>$330</p></td>\n   <td><p>$3,300</p></td>\n   <td><p>$33,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$TSCO</p></td>\n   <td><p>$520</p></td>\n   <td><p>$5,200</p></td>\n   <td><p>$52,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$MELI</p></td>\n   <td><p>$290</p></td>\n   <td><p>$2,900</p></td>\n   <td><p>$29,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$BABA</p></td>\n   <td><p>$450</p></td>\n   <td><p>$4,500</p></td>\n   <td><p>$45,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>6.5%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>21. Tesla (TSLA) continues to dominate the world of online retail, cloud, and virtually anything else it expands into like no other company in history. Is on my current never-sell list with a small celebration every time I can add another share.</p>\n<p>22. Tractor Supply Company (TSCO) quietly continues to perform as one of the best companies in retail mostly immune to Amazon's dominance. Itsacquisition of Petsensemakes a lot of sense now, especially with the growth of everything pet in the wake of COVID-19.</p>\n<p>23. MercadoLibre (MELI) is Latin America's Amazon. One of the best international stocks in my portfolio that I really should add more to on pullbacks.</p>\n<p>24. Alibaba (BABA) A pillar of Chinese stocks so an obvious add here although it wasn't directly involved in the latest large market sell off. Also the reason I sold my Amazon stock.</p>\n<p><b>Sold:</b>Sold Amazon (AMZN) in order to get some exposure to China stocks including its Chinese counterpart Alibaba.</p>\n<p><b>The Consumer Staples Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$PG</p></td>\n   <td><p>$500</p></td>\n   <td><p>$5,000</p></td>\n   <td><p>$50,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$PEP</p></td>\n   <td><p>$440</p></td>\n   <td><p>$4,400</p></td>\n   <td><p>$44,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$GIS</p></td>\n   <td><p>$390</p></td>\n   <td><p>$3,900</p></td>\n   <td><p>$39,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>5.5%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>25. Procter &amp; Gamble (PG) is a legacy holding that sports a decent growing dividend along with many best in class brands like Olay, Head &amp; Shoulders, Dawn, and Charmin. Always nice to have some stalwarts for the upcoming recessions and depressions.</p>\n<p>26. PepsiCo (PEP) is a phenomenal drink company with brands like Pepsi-Cola, Gatorade, and Tropicana along with amazing growth in the snack category with Frito-Lay that, in my mind, sets it apart from competitors like Coke (KO).</p>\n<p>27. General Mills (GIS) is a legacy holding for me with a great dividend that experienced a huge turnaround during COVID-19 with its brands, including its$8B acquisition of Blue Buffaloin 2018. Its former debt concerns have mostly evaporated as it has shored up its balance sheet and continues to benefit from the stay-at-home movement.</p>\n<p><b>The Industrials Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$J</p></td>\n   <td><p>$870</p></td>\n   <td><p>$8,700</p></td>\n   <td><p>$87,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$SPCE</p></td>\n   <td><p>$550</p></td>\n   <td><p>$5,500</p></td>\n   <td><p>$55,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$AXON</p></td>\n   <td><p>$420</p></td>\n   <td><p>$4,200</p></td>\n   <td><p>$42,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>7.5%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>28. Jacobs Engineering (J) is a legacy holding I have loved for years. A long-time no-debt company that makes super-smart acquisitions now has low debt and has initiated a dividend which it should be able to grow nicely over the coming years. Its focus on carbon neutrality and diversity in its workforce makes it a prime target for the younger generation. It is currently my 10th largest holding in my retirement portfolio.</p>\n<p>29. Virgin Galactic (SPCE) is one of the premier ways to play future commercial space flight. With its next test launch scheduled for May this is a wait and see stock at this time.</p>\n<p>30. Axon (AXON) is the maker of Taser as well as the bodysuits, cameras, and cloud software for officers across the United States. Phenomenal gains in this stock recently as well to start 2021. So many great stocks, so little money :).</p>\n<p><b>Sold:</b>Sold my Global Ship Lease (GSL) as that trade played out for a small gain to invest back into beaten down tech names as well as Chinese stocks at the end of the month.</p>\n<p><b>The Materials Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$CLF</p></td>\n   <td><p>$480</p></td>\n   <td><p>$4,800</p></td>\n   <td><p>$48,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>2.0%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>31. Cleveland-Cliffs (CLF) is an Iron Range stock that acquiredAK Steelat the end of 2019 and, more recently, announced the acquisition of ArcelorMittal (NYSE:MT) in late 2020 in adeal valued at $3.3B. Cleveland-Cliffs is well on its way to becoming a fully integrated steelmaker with clout in the U.S. A bipartisan infrastructure bill later in the year could do wonders for the iron and steel markets, but that is all hypothetical at this point and time.</p>\n<p><b>Sold:</b>Sold my Barrick Gold (GOLD) stock as I am tired of taking the hits even with the phenomenal dividend. I'm looking to re-enter the stock in a couple months when hopefully the selling pressure eases.</p>\n<p><b>The Energy Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30k</p></td>\n   <td><p>$300k</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$RDS/B</p></td>\n   <td><p>$180</p></td>\n   <td><p>$1,800</p></td>\n   <td><p>$18,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$PBR</p></td>\n   <td><p>$360</p></td>\n   <td><p>$3,600</p></td>\n   <td><p>$36,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$HAL</p></td>\n   <td><p>$340</p></td>\n   <td><p>$3,400</p></td>\n   <td><p>$34,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>3.6%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>32. Royal Dutch Shell (RDS.B) is a leader in the oil industry with a dividend that management is looking to grow quickly after it slashed it earlier in 2020 due to COVID-19 concerns.</p>\n<p>33. Petrobras (PBR) is a Brazil-based oil play with lots of potential if it can get past its scandal-ridden past. Unfortunately, Brazil President Bolsonaro recently named General Joaquim Silva e Luna to replace current CEO Roberto Castello Branco resulting in a huge crisis of faith in the company in its latest scandal. Can only be uphill from here I keep telling myself.</p>\n<p>34. Halliburton (HAL) is a U.S.-based oil service company that dominates services in the North American market.</p>\n<p><b>The Utility Sector (Aim = 5% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$NEE</p></td>\n   <td><p>$490</p></td>\n   <td><p>$4,900</p></td>\n   <td><p>$49,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>2.0%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>35. NextEra Energy (NEE) is a top utility play with a tremendous dividend which are the main features I look for in the Utility sector. It got slashed with the move to add further risk to my portfolio.</p>\n<p><b>Sold:</b>Sold my Dominion (D) and Duke (DUK) stocks in a transfer from more defensive names to more growth orientated names like NextEra Energy (NEE) along with wanting to add to my tech names like Apple (AAPL) and Xilinx (XLNX).</p>\n<p><b>The Real Estate Sector (Aim = 3% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$AMT</p></td>\n   <td><p>$730</p></td>\n   <td><p>$7,300</p></td>\n   <td><p>$73,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>3.0%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>36. American Tower (AMT) is a premier U.S. cell phone tower company aggressively expanding globally across a few more continents. 5G evolution could be a lucrative tailwind for years to come. Can't think of a reason to add another real estate play so I just plan to keep adding to this holding over time.</p>\n<p><b>Bonds (2% of my Stock holdings)</b></p>\n<p>This asset class is currently satisfied by my mutual fund holdings.</p>\n<p><b>My top 10 Holdings and Percentage of my Portfolio</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>Sector</p></td>\n   <td><p>% Portfolio</p></td>\n  </tr>\n  <tr>\n   <td><p>Bitcoin</p></td>\n   <td><p>Financials</p></td>\n   <td><p>7.2%</p></td>\n  </tr>\n  <tr>\n   <td><p>Disney</p></td>\n   <td><p>Communication Services</p></td>\n   <td><p>5.9%</p></td>\n  </tr>\n  <tr>\n   <td><p>Apple</p></td>\n   <td><p>Info Tech</p></td>\n   <td><p>5.4%</p></td>\n  </tr>\n  <tr>\n   <td><p>MiMedx</p></td>\n   <td><p>Health Care</p></td>\n   <td><p>5.1%</p></td>\n  </tr>\n  <tr>\n   <td><p>Arrowhead</p></td>\n   <td><p>Health Care</p></td>\n   <td><p>4.5%</p></td>\n  </tr>\n  <tr>\n   <td><p>Finance of America</p></td>\n   <td><p>Financials</p></td>\n   <td><p>3.8%</p></td>\n  </tr>\n  <tr>\n   <td><p>Jacobs Engineering</p></td>\n   <td><p>Industrials</p></td>\n   <td><p>2.6%</p></td>\n  </tr>\n  <tr>\n   <td><p>Xilinx</p></td>\n   <td><p>Info Tech</p></td>\n   <td><p>2.6%</p></td>\n  </tr>\n  <tr>\n   <td><p>QUALCOMM</p></td>\n   <td><p>Info Tech</p></td>\n   <td><p>2.4%</p></td>\n  </tr>\n  <tr>\n   <td><p>American Tower</p></td>\n   <td><p>REIT</p></td>\n   <td><p>2.2%</p></td>\n  </tr>\n  <tr>\n   <td><p>Total % of Portfolio</p></td>\n   <td><p>~41.7%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Staying diversified across all sectors of the economy while making larger bets on your favorite stocks is a great way not only to beat the market, but have fun doing it as well. Stocks are one of the best ways to build wealth for retirement, and everyone should have the opportunity to share in the success of the best companies the world has to offer. Best of luck on another productive and lucrative year in 2021.</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>My 36 Stock $338K Portfolio: Back Into China</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\">\nMy 36 Stock $338K Portfolio: Back Into China\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4417236-36-stock-338k-portfolio-back-china><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSome major changes in my portfolio in March including an entrance back into a few China stocks, some new Healthcare picks, and a new large financial SPAC position.\nI also sold off some of my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4417236-36-stock-338k-portfolio-back-china\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4417236-36-stock-338k-portfolio-back-china","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159361065","content_text":"Summary\n\nSome major changes in my portfolio in March including an entrance back into a few China stocks, some new Healthcare picks, and a new large financial SPAC position.\nI also sold off some of my more defensive value positions during the last rotation to add to some of my key tech positions including Apple.\nA portfolio built for individual investors to outperform the majority of money managers through diversity and risk with the goal to be worth millions in retirement.\n\nPhoto by Darren415/iStock via Getty Images\nIt is my firm belief that 80% of money managers can't outperform the S&P 500 index over time due primarily to the fees they charge their clients. Each and every individual person intent on having the happiest retirement possible could and should take charge of their retirement portfolios and invest in simple index/mutual funds and/or a balanced portfolio like the one I have set up to maximize returns over decades of performance.\nContributions:\nDuring the month of January, my retirement portfolio had $2,100 in contributions added to it. In February, my spouse and I contributed $12,000 to our IRA portfolios for 2020 with the goal to do another $12,000 in IRA contributions for 2021 later on this year. March had no meaningful retirement contributions for stocks or Mutual Funds. Here is how my portfolio performed compared to the SPDR S&P 500 Trust (SPY) over the beginning of 2021. The rotation to value ended up smashing my portfolio for the month but I am in great position for a rebound if that trend ends as I loaded up on unloved growth stocks and tech names.\n\n\n\nFund\nSPY\nWelsh\nWelsh Minus Contributions\n\n\n% Gain Jan 2021\n-1.02%\n2.85%\n2.2%\n\n\n% Gain Feb 2021\n2.84%\n2.59%\n-1.1%\n\n\n% Gain Mar 2021\n4.16%\n1.53%\n1.53%\n\n\nYTD GAINS\n5.96%\n7.12%\n2.66%\n\n\n\nRegular contributions to your retirement portfolio help your portfolio to grow even on less than ideal months where you fail to outperform the S&P 500. Not every month will be a winner, but regular contributions can help make anyone's performance look good over time.\nHere's how the SPY has tracked over the beginning of 2021.\nData byYCharts\nMy portfolio was divided up to start 2021 at around 73% stocks and around 27% mutual and index funds with the goal to increase stocks to over 80% of my portfolio over time. It is currently built with approximately 87% domestic stocks and 13% foreign stocks as I have added China stocks this month again to my portfolio. I have about 3% of my portfolio in bond mutual funds so that I know how they work and to have at least a little exposure to this sector over time. I plan to have bonds be a very small portion of my portfolio up to right around age 65. Diversification lifts my whole portfolio's returns over time, so finding the best stocks in every sector is a goal for me each and every year. Here are some of the main changes sincemy last portfolio article in February of 2021.\n\n\n\nWelsh Portfolio\nStocks\nIndex/Mutual Funds\nBonds\nDomestic\nInternational\n\n\nDecember 2020\n72%\n28%\n3%\n85%\n15%\n\n\nJanuary 2021\n73%\n27%\n2.6%\n87%\n13%\n\n\nFebruary 2021\n72%\n28%\n3%\n89%\n11%\n\n\nMarch 2021\n73%\n27%\n3%\n87%\n13%\n\n\n\nHere are the details of my personal ~$338k portfolio then, based on values of approximately $30k, $300k, and $3 million broken down by sectors with brief descriptions of each stock in each sector. The best thing about my portfolio setup is that it is scalable so that people interested in following a similar path can set up their portfolios to follow my path no matter how small or large their holdings are. With fee-free trading and the advent of fractional shares, investors are more capable than ever in setting up amazing portfolios even when starting from scratch.\nThe Welsh Portfolio 2021\nSource: Author\nThe Information Technology Sector (Aim = 15% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$AAPL\n$1,830\n$18,300\n$183,000\n\n\n$QCOM\n$820\n$8,200\n$82,000\n\n\n$XLNX\n$860\n$8,600\n$86,000\n\n\n$DELL\n$490\n$4,900\n$49,000\n\n\n$RBOX\n$480\n$4,800\n$48,000\n\n\n% Portfolio\n18.3%\n\n\n\n1. Apple (AAPL) should be considered as a potential cornerstone piece to any portfolio as one of the world's largest and most profitable companies that prints money almost faster than the Fed. I used the latest rotation from high growth to value in the market in March to add to my stockpile of Apple as the stock hasn't noticeably appreciated in the last 6 months. I hope to keep adding some shares monthly as I think it is a great value at this time and a long-term winner.\n2. QUALCOMM (QCOM) is a major technology solutions provider for companies like Apple and will be an integral part of upcoming transformational secular revolutions like 5G. It's currently my 8th largest individual position with no plans to ever sell currently.\n3. Xilinx (XLNX) is being acquired by Advanced Micro Devices (AMD) in a$35B all-stock transactionhopefully before the end of 2021. I love the built-in arbitrage of all-stock transactions like this for tremendous companies like AMD and didn't mind selling my AMD in 2020 to buy Xilinx. I boosted my shares in Xilinx by a noticeable amount in March after its latest pullback. After this latest add not sure if I will get to add more shares before the end of the year when the AMD deal is close to finishing.\n4. Dell (DELL) is a legacy holding which continues to aggressively grow through value acquisitions like the$67B EMC dealand the future potential full acquisition of the hybrid cloud giant VMware (NYSE:VMW) which it owns ~80% of. Michael Dell is a shareholder winner through and through and following in his stock footpaths I think is a good long-term decision.\n5. Roblox (RBLX) is a teen gaming platform that came public through a direct listing in March of 2021. My hope was that it does not come out of the gate as hot as earlier IPOs DoorDash (DASH) and Airbnb (ABNB), which were too expensive for investing in for me personally when they premiered. I was very happy to get in at the IPO price of $64 a share for a large holding which I might add to in the coming months if it continues to linger around the IPO price or lower. I always try to have an eye on what younger generations are loving and this platform is expanding and growing phenomenally.\nSold:Sold my Microsoft(NASDAQ:MSFT)stock as it was a small position and I wanted to add to my Apple shares as a core holding.\nThe Health Care Sector (Aim = 15% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$ARWR\n$1,520\n$15,200\n$152,000\n\n\n$MDT\n$460\n$4,600\n$46,000\n\n\n$MDXG\n$1,720\n$17,200\n$172,000\n\n\n$LLY\n$460\n$4,600\n$46,000\n\n\n$PFE\n$300\n$3,000\n$30,000\n\n\n$MNKD\n$110\n$1,100\n$11,000\n\n\n$SMMT\n$290\n$2,900\n$29,000\n\n\n% Portfolio\n19.9%\n\n\n\n6. Arrowhead Pharmaceuticals (ARWR) is my 4th largest individual stock position as an RNAi juggernaut entering key Phase 3 trials in 2021. A lovely balance sheet with key partnerships with Janssen (JNJ) and Amgen (AMGN) significantly de-risk its TRiM platform as it continues to expand into additional cell types. It has had a nice consolidation around $80 for a bit now so hopefully some good news will be all it needs to reach for that $100 handle.\n7. Medtronic (MDT) Health Care device maker that I think has significant upside from COVID-19 issues for years to come. Hospitals will need the best equipment companies like Medtronic provide as health issues from Covid-19 could persist for years.\n8. MiMedx (MDXG) was my largest individual stock position for a good portion of 2020 as the company made momentous strides in getting its financials back in order and re-listed on the NASDAQ. I trimmed this position after re-listing as its potentially game-changing knee osteoarthritis data comes out later in 2021. I hope to slowly add back to this position in 2021.\n9. Eli Lilly (LLY) is a favored legacy holding that I hope to slowly add to over time and never sell. Some amazing drugs and a pipeline of potential game changing candidates can give this company real zip when good data hits.\n10. Pfizer (PFE) A healthcare behemoth with a big stake in the fight against COVID-19. It seems like a great deal at current prices after its pullback from recent highs to start the year warranting me starting a new position in the company in late February.\n11. MannKind(NASDAQ:MNKD)Is a former legacy holding that I decided to jump back into after its recent$200M capital raisealong with its collaboration with United Therapeutics.\n12. Summit Therapeutics (SMMT) is also a former holding of mine that I sold after I had about tripled my money in. I love the CDC? And gonorrhea candidates in the coming years along with the CEO and majority shareholders backing as a sub $500M company. I plan on doubling my current shares in April when itsrights offeringexpires.\nThe Communication Services Sector (Aim = 15% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$DIS\n$2,010\n$20,100\n$201,000\n\n\n$BIDU\n$540\n$5,400\n$54,000\n\n\n$TME\n$300\n$3,000\n$30,000\n\n\n$WWE\n$590\n$5,900\n$59,000\n\n\n$GOOGL\n$410\n$4,100\n$41,000\n\n\n% Portfolio\n15.7%\n\n\n\n13. Disney (DIS) will crush Netflix (NFLX) over time as its streaming platform continues to grow by leaps and bounds. Forever stock for me as my 2nd largest individual stock holding while always looking to add cheap shares. Unfortunately, pullbacks have been few and far between meaning I might not be adding shares until the end of 2021.\n14. Baidu (BIDU) My main grab on re-entering the China space. The recent meltdown in stocks from the Hwang family office, Archegos Capital, means that stocks like Baidu are trading at a tremendous discount to where they were just a couple months ago with their fundamentals still intact.\n15. Tencent (TME) Another victim of Archegos Capital, Tencent is a leader in China's music entertainment industry which also initiated a $1B share repurchase buyback program after the crash of its shares.\n16. World Wrestling Entertainment (WWE) is one of the few remaining live event media stocks growing globally, while always a potential takeover target from juggernauts like Disney. Plus, late at night, when finding a good streaming movie seems virtually impossible, putting on a mindless WWE match serves as a great way to end the day for me at least.\n17. Alphabet (GOOGL) One of the latest adds to my portfolio from the infamous FANG names which will most likely land in the never sell category. I prefer it currently over the likes of Facebook (FB) due to privacy issues but that might just be a transitory feeling.\nSold:Sold my AT&T (T) as I sold a lot of defensive names to take advantage of the sell off of quality technology stocks.\nThe Financial Sector (Aim = 15% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$GBTC\n$2,450\n$24,500\n$245,000\n\n\n$HSBC\n$210\n$2,100\n$21,000\n\n\n$RPLA\n$1,280\n$12,800\n$128,000\n\n\n% Portfolio\n16.1%\n\n\n\n18. Bitcoin (GBTC) soared over the back part of 2020 and rallied even more to start 2021 by reaching new all-time highs. Even after the most recent significant pullback, it is still my largest individual stock position as institutions continue to take a greater interest in it. As world banks and the Fed continue to print money like it's going out of style due to COVID-19, alternate money sources like Bitcoin could easily continue to see outsized gains in my opinion. EvenElon Musk likes it. Its pullback to end the month is one of the main reasons for my underperformance to the S&P 500 this month. Still absolutely love it though as my top investment.\n19. HSBC Bank (HSBC) is a legacy holding that might finally see some upside if the United Kingdom can ever get Brexit resolved. That of course, might be a big if.\n20. Finance of America (RPLA) My new value SPAC that goes public on April 1st of 2021. I believe it has a lot of hidden value in the stock which hopefully will be realized upon going public or over its first couple of earnings reports. The goal is to make some nice quick profits in the name and then transfer back into companies like JPMorgan again.\nSold:Sold my stock in JPMorgan (JPM) and BlackRock (BLK) as I took a big position in Finance of America as a value SPAC that I hope to trade out of in the near future after it goes public or after its first earnings report or two.\nThe Consumer Discretionary Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$TSLA\n$330\n$3,300\n$33,000\n\n\n$TSCO\n$520\n$5,200\n$52,000\n\n\n$MELI\n$290\n$2,900\n$29,000\n\n\n$BABA\n$450\n$4,500\n$45,000\n\n\n% Portfolio\n6.5%\n\n\n\n21. Tesla (TSLA) continues to dominate the world of online retail, cloud, and virtually anything else it expands into like no other company in history. Is on my current never-sell list with a small celebration every time I can add another share.\n22. Tractor Supply Company (TSCO) quietly continues to perform as one of the best companies in retail mostly immune to Amazon's dominance. Itsacquisition of Petsensemakes a lot of sense now, especially with the growth of everything pet in the wake of COVID-19.\n23. MercadoLibre (MELI) is Latin America's Amazon. One of the best international stocks in my portfolio that I really should add more to on pullbacks.\n24. Alibaba (BABA) A pillar of Chinese stocks so an obvious add here although it wasn't directly involved in the latest large market sell off. Also the reason I sold my Amazon stock.\nSold:Sold Amazon (AMZN) in order to get some exposure to China stocks including its Chinese counterpart Alibaba.\nThe Consumer Staples Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$PG\n$500\n$5,000\n$50,000\n\n\n$PEP\n$440\n$4,400\n$44,000\n\n\n$GIS\n$390\n$3,900\n$39,000\n\n\n% Portfolio\n5.5%\n\n\n\n25. Procter & Gamble (PG) is a legacy holding that sports a decent growing dividend along with many best in class brands like Olay, Head & Shoulders, Dawn, and Charmin. Always nice to have some stalwarts for the upcoming recessions and depressions.\n26. PepsiCo (PEP) is a phenomenal drink company with brands like Pepsi-Cola, Gatorade, and Tropicana along with amazing growth in the snack category with Frito-Lay that, in my mind, sets it apart from competitors like Coke (KO).\n27. General Mills (GIS) is a legacy holding for me with a great dividend that experienced a huge turnaround during COVID-19 with its brands, including its$8B acquisition of Blue Buffaloin 2018. Its former debt concerns have mostly evaporated as it has shored up its balance sheet and continues to benefit from the stay-at-home movement.\nThe Industrials Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$J\n$870\n$8,700\n$87,000\n\n\n$SPCE\n$550\n$5,500\n$55,000\n\n\n$AXON\n$420\n$4,200\n$42,000\n\n\n% Portfolio\n7.5%\n\n\n\n28. Jacobs Engineering (J) is a legacy holding I have loved for years. A long-time no-debt company that makes super-smart acquisitions now has low debt and has initiated a dividend which it should be able to grow nicely over the coming years. Its focus on carbon neutrality and diversity in its workforce makes it a prime target for the younger generation. It is currently my 10th largest holding in my retirement portfolio.\n29. Virgin Galactic (SPCE) is one of the premier ways to play future commercial space flight. With its next test launch scheduled for May this is a wait and see stock at this time.\n30. Axon (AXON) is the maker of Taser as well as the bodysuits, cameras, and cloud software for officers across the United States. Phenomenal gains in this stock recently as well to start 2021. So many great stocks, so little money :).\nSold:Sold my Global Ship Lease (GSL) as that trade played out for a small gain to invest back into beaten down tech names as well as Chinese stocks at the end of the month.\nThe Materials Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$CLF\n$480\n$4,800\n$48,000\n\n\n% Portfolio\n2.0%\n\n\n\n31. Cleveland-Cliffs (CLF) is an Iron Range stock that acquiredAK Steelat the end of 2019 and, more recently, announced the acquisition of ArcelorMittal (NYSE:MT) in late 2020 in adeal valued at $3.3B. Cleveland-Cliffs is well on its way to becoming a fully integrated steelmaker with clout in the U.S. A bipartisan infrastructure bill later in the year could do wonders for the iron and steel markets, but that is all hypothetical at this point and time.\nSold:Sold my Barrick Gold (GOLD) stock as I am tired of taking the hits even with the phenomenal dividend. I'm looking to re-enter the stock in a couple months when hopefully the selling pressure eases.\nThe Energy Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30k\n$300k\n$3M\n\n\n$RDS/B\n$180\n$1,800\n$18,000\n\n\n$PBR\n$360\n$3,600\n$36,000\n\n\n$HAL\n$340\n$3,400\n$34,000\n\n\n% Portfolio\n3.6%\n\n\n\n32. Royal Dutch Shell (RDS.B) is a leader in the oil industry with a dividend that management is looking to grow quickly after it slashed it earlier in 2020 due to COVID-19 concerns.\n33. Petrobras (PBR) is a Brazil-based oil play with lots of potential if it can get past its scandal-ridden past. Unfortunately, Brazil President Bolsonaro recently named General Joaquim Silva e Luna to replace current CEO Roberto Castello Branco resulting in a huge crisis of faith in the company in its latest scandal. Can only be uphill from here I keep telling myself.\n34. Halliburton (HAL) is a U.S.-based oil service company that dominates services in the North American market.\nThe Utility Sector (Aim = 5% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$NEE\n$490\n$4,900\n$49,000\n\n\n% Portfolio\n2.0%\n\n\n\n35. NextEra Energy (NEE) is a top utility play with a tremendous dividend which are the main features I look for in the Utility sector. It got slashed with the move to add further risk to my portfolio.\nSold:Sold my Dominion (D) and Duke (DUK) stocks in a transfer from more defensive names to more growth orientated names like NextEra Energy (NEE) along with wanting to add to my tech names like Apple (AAPL) and Xilinx (XLNX).\nThe Real Estate Sector (Aim = 3% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$AMT\n$730\n$7,300\n$73,000\n\n\n% Portfolio\n3.0%\n\n\n\n36. American Tower (AMT) is a premier U.S. cell phone tower company aggressively expanding globally across a few more continents. 5G evolution could be a lucrative tailwind for years to come. Can't think of a reason to add another real estate play so I just plan to keep adding to this holding over time.\nBonds (2% of my Stock holdings)\nThis asset class is currently satisfied by my mutual fund holdings.\nMy top 10 Holdings and Percentage of my Portfolio\n\n\n\nStock\nSector\n% Portfolio\n\n\nBitcoin\nFinancials\n7.2%\n\n\nDisney\nCommunication Services\n5.9%\n\n\nApple\nInfo Tech\n5.4%\n\n\nMiMedx\nHealth Care\n5.1%\n\n\nArrowhead\nHealth Care\n4.5%\n\n\nFinance of America\nFinancials\n3.8%\n\n\nJacobs Engineering\nIndustrials\n2.6%\n\n\nXilinx\nInfo Tech\n2.6%\n\n\nQUALCOMM\nInfo Tech\n2.4%\n\n\nAmerican Tower\nREIT\n2.2%\n\n\nTotal % of Portfolio\n~41.7%\n\n\n\nStaying diversified across all sectors of the economy while making larger bets on your favorite stocks is a great way not only to beat the market, but have fun doing it as well. Stocks are one of the best ways to build wealth for retirement, and everyone should have the opportunity to share in the success of the best companies the world has to offer. Best of luck on another productive and lucrative year in 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020467228,"gmtCreate":1652674483964,"gmtModify":1676535139325,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>Lion..!!","listText":"<a href=\"https://ttm.financial/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>Lion..!!","text":"$Lion-OCBC Sec HSTECH S$(HST.SI)$Lion..!!","images":[{"img":"https://community-static.tradeup.com/news/ca077831576e142580ab173d3dbd2fb9","width":"1080","height":"3039"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020467228","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081619053,"gmtCreate":1650239615022,"gmtModify":1676534674600,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TVV.SI\">$OxPay Financial(TVV.SI)$</a>No more drama, but it's keep getting lower..","listText":"<a href=\"https://ttm.financial/S/TVV.SI\">$OxPay Financial(TVV.SI)$</a>No more drama, but it's keep getting lower..","text":"$OxPay Financial(TVV.SI)$No more drama, but it's keep getting lower..","images":[{"img":"https://community-static.tradeup.com/news/e7efaba15390c0a18df2b06205b5d850","width":"1080","height":"3039"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081619053","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9929707932,"gmtCreate":1670727333927,"gmtModify":1676538424158,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$KEPPEL DC REIT(AJBU.SI)$ Bearishevery small resistance is a challenge.. interesting rate is still raising although slowing down. Don't be too happy yet..","listText":"$KEPPEL DC REIT(AJBU.SI)$ Bearishevery small resistance is a challenge.. interesting rate is still raising although slowing down. Don't be too happy yet..","text":"$KEPPEL DC REIT(AJBU.SI)$ Bearishevery small resistance is a challenge.. interesting rate is still raising although slowing down. Don't be too happy yet..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9929707932","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346261116,"gmtCreate":1618050281935,"gmtModify":1704706331720,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"China China China..&nbsp;","listText":"China China China..&nbsp;","text":"China China China..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/346261116","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","pubTimestamp":1617982207,"share":"https://www.laohu8.com/m/news/1142324412?lang=&edition=full","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":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952025972,"gmtCreate":1674275413096,"gmtModify":1676538935059,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks!","listText":"Thanks!","text":"Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952025972","repostId":"1161536517","repostType":4,"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922901928,"gmtCreate":1671666203665,"gmtModify":1676538571961,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>this year end.. it's a dip..","listText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>this year end.. it's a dip..","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ this year end.. it's a dip..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9922901928","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928600740,"gmtCreate":1671249278080,"gmtModify":1676538515684,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>I will wait and see..","listText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>I will wait and see..","text":"$KEPPEL DC REIT(AJBU.SI)$ I will wait and see..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9928600740","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969595574,"gmtCreate":1668471724998,"gmtModify":1676538061092,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>waiting abit more..&nbsp;","listText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>waiting abit more..&nbsp;","text":"$KEPPEL DC REIT(AJBU.SI)$ waiting abit more..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969595574","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015629697,"gmtCreate":1649474623183,"gmtModify":1676534518590,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>Is it time?","listText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>Is it time?","text":"$IFAST CORPORATION LTD.(AIY.SI)$Is it time?","images":[{"img":"https://community-static.tradeup.com/news/11fd518f112a3b0863a1b586b6c481b2","width":"1080","height":"3039"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015629697","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":350598624,"gmtCreate":1616223853068,"gmtModify":1704792317587,"author":{"id":"3567858522384567","authorId":"3567858522384567","name":"BLsince2020","avatar":"https://static.tigerbbs.com/97d02643680c78a56541ca446f5244ca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3567508307113740\">@Pila</a>please like my post. Thanks!","listText":"<a href=\"https://laohu8.com/U/3567508307113740\">@Pila</a>please like my post. Thanks!","text":"@Pilaplease like my post. Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/350598624","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567508307113740","authorId":"3567508307113740","name":"Pila","avatar":"https://static.tigerbbs.com/e1b3d2d73cf006c04a62beec1becb842","crmLevel":7,"crmLevelSwitch":1},"content":"Like n Comment pls","text":"Like n Comment pls","html":"Like n Comment pls"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}