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2022-04-21

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2022-04-18

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2022-04-15

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2022-04-14

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Meta Platforms: Attractive Risk/Reward; Headwinds Overblown

2022-04-14

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@TigerEvents:🏆【GAME】Hunting Eggs for Extra Saving!

2022-02-03

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2022-02-03

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Better Buy: Microsoft vs. Sony

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10:21","market":"us","language":"en","title":"Meta Platforms: Attractive Risk/Reward; Headwinds Overblown","url":"https://stock-news.laohu8.com/highlight/detail?id=1168787231","media":"TipRanks","summary":"Shares of Meta Platforms (FB) have slowly trended lower after its disastrous earnings report that sh","content":"<div>\n<p>Shares of Meta Platforms (FB) have slowly trended lower after its disastrous earnings report that shed light on the slowdown in DAUs (Daily Active Users). CEO Mark Zuckerberg was quick to point the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/meta-platforms-attractive-risk-reward-headwinds-overblown/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms: Attractive Risk/Reward; Headwinds Overblown</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\">\nMeta Platforms: Attractive Risk/Reward; Headwinds Overblown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-14 10:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/meta-platforms-attractive-risk-reward-headwinds-overblown/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Meta Platforms (FB) have slowly trended lower after its disastrous earnings report that shed light on the slowdown in DAUs (Daily Active Users). CEO Mark Zuckerberg was quick to point the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/meta-platforms-attractive-risk-reward-headwinds-overblown/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.tipranks.com/news/article/meta-platforms-attractive-risk-reward-headwinds-overblown/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168787231","content_text":"Shares of Meta Platforms (FB) have slowly trended lower after its disastrous earnings report that shed light on the slowdown in DAUs (Daily Active Users). CEO Mark Zuckerberg was quick to point the finger at TikTok, with more of his attention now seemingly focused on far-fetched metaverse initiatives.It’s a confusing situation for shareholders, to say the least, with the stock shedding around half of its value from peak to trough. At $216 and change per share, FB stock looks to have regained its footing ahead of rising rates. At around 15 times trailing earnings, the once-beloved FAANG stock now looks to be one of the cheapest tech stocks in this market.Facebook has more than its fair share of haters, but the company itself still seems to be standing on firm ground. Social-media rival TikTok has become evolved to become one of the more popular platforms among young consumers in recent years.Still, FB investors need not fear, given this is not the first time that Zuckerberg’s empire has faced intense competition. With the stock at these depths, I remain incredibly bullish.Can Meta One-Up TikTok?Meta’s ability to replicate the success of its peers is a moat source in my books.The company’s Reels feature appears to be a direct answer to rising competitive pressures from the likes of a TikTok. While the success of the Reels feature has been limited thus far (a lot of TikTok content has been moved over to Reels), it may not take much for the social-media powerhouse to retake the lead as it looks to beckon younger users back to its platform.As Meta Platforms funnels money into improving the feature set of Facebook to become more attractive and relevant to more youthful audiences (think those in the Gen Z cohort), the firm has also set its target on its top rival in TikTok.Reportedly, Meta was funding a Republican firm’s anti-TikTok campaign. Such an effort could take a big stride out of the step of TikTok, as Facebook looks to play the role of one of the good guys, just a year after what can only be described as the perfect storm of negative headlines.TikTok does not seem to be a direct competitor to Facebook at first glance. They’re very different social media platforms that cater to different types of users.Still, the battle for user engagement has caused the two titans to clash in the social space, and Zuckerberg isn’t willing to see his empire go down without a fight.With very deep pockets, I’d look for Zuckerberg to spend his way out of the hole TikTok pushed it into. Whether such spending turns the tides back in Facebook’s favor, though, remains to be seen.Metaverse Euphoria Has Really FadedZuckerberg wants you to view his firm as a metaverse pioneer. He’s putting his money where his mouth is, with billions being put into the effort. It’s an exciting story for sure.However, with rates on the rise, such expensive growth stories with uncertain profitability prospects may be viewed more as a negative than a positive.For now, Zuckerberg is putting his foot on the gas when it comes to metaverse spending. Although I’m not a fan of the hazy future the firm sees itself entering, it’s hard to argue with FB stock’s risk/reward profile, with shares trading at a ridiculous 15.7 times trailing earnings.Many investors are confused about when the billions poured into the metaverse will pay off. For analysts, it’s tough to factor metaverse projects into a financial model.Undoubtedly, the metaverse as Zuckerberg sees it could be more than a decade away. On the flip side, it may be right around the horizon, as various firms continue innovating on the mixed-reality hardware front.Even if Meta’s metaverse projects don’t amount to much, the company still has an enviable social-media family of apps to fall back on. That alone makes me optimistic, even as TikTok and other rivals look to nibble away at the viewership of young consumers.At these depressed multiples, I’d argue that any upside from the metaverse project is essentially thrown in. In addition, I think many are discounting the brilliance of Zuckerberg.You don’t need to like the man, but his ability to see where the puck is headed next in the fast-moving world of tech ought to be respected.Wall Street’s TakeAccording to TipRanks’ consensus rating, FB stock comes in as a Moderate Buy. Out of 46 analyst ratings, there are 32 Buy recommendations, 13 Hold recommendations, and one Sell recommendation.The averageMeta Platforms price target is $325.48, implying 51.3% upside potential. Analyst price targets range from a low of $220 per share to a high of $466 per share.Bottom Line on Meta Platforms StockMeta Platforms is enduring one of its most challenging years to date. Rivals are getting stronger, and metaverse efforts could work against the firm as interest rates soar, while expenditures add up.That said, the stock has already had the band-aid ripped off in one swift rip. It’s been such a painful decline that I do not think it will take much to move the needle higher again.Indeed, many fear that DAUs could be headed much lower from here. Although many Facebook critics may desire such, I don’t think the worthy FAANG member ought to be thrown out of the basket quite yet.The company has a lot to prove, and I have a feeling it’ll prove its doubters wrong, even in the face of a more challenging macro environment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080493642,"gmtCreate":1649902933859,"gmtModify":1676534603455,"author":{"id":"3567935525237856","authorId":"3567935525237856","name":"WY92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yeahh","listText":"Yeahh","text":"Yeahh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080493642","repostId":"9016476123","repostType":1,"repost":{"id":9016476123,"gmtCreate":1649229403658,"gmtModify":1676534474180,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"🏆【GAME】Hunting Eggs for Extra Saving!","htmlText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","listText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","text":"Tiger has prepared some Easter gifts for you, please click here to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","images":[{"img":"https://community-static.tradeup.com/news/15b435c0d10e0e89ad3e06b7bbd04830","width":"2251","height":"1334"},{"img":"https://community-static.tradeup.com/news/ff9640a9df2f24446e07b7a9b658cb4b","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/795038848b7c7b1d7dda27d92b580946","width":"1656","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016476123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091507739,"gmtCreate":1643893180763,"gmtModify":1676533868366,"author":{"id":"3567935525237856","authorId":"3567935525237856","name":"WY92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Fb","listText":"Fb","text":"Fb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091507739","repostId":"1193631380","repostType":4,"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091507954,"gmtCreate":1643893026853,"gmtModify":1676533868342,"author":{"id":"3567935525237856","authorId":"3567935525237856","name":"WY92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091507954","repostId":"2208851365","repostType":4,"repost":{"id":"2208851365","pubTimestamp":1643875554,"share":"https://www.laohu8.com/m/news/2208851365?lang=&edition=full","pubTime":"2022-02-03 16:05","market":"us","language":"en","title":"Better Buy: Microsoft vs. Sony","url":"https://stock-news.laohu8.com/highlight/detail?id=2208851365","media":"Motley Fool","summary":"Which tech juggernaut will be a stronger investment this year?","content":"<html><head></head><body><p><b>Microsoft</b> (NASDAQ:MSFT) and <b>Sony</b> (NYSE:SONY) operate very different business models, but they have overlapping interests in the video game market. That&#39;s why Microsoft&#39;s recent decision to buy <b>Activision Blizzard</b> (NASDAQ:ATVI) for $68.7 billion caused Sony&#39;s stock price to retreat from its highest levels in over two decades.</p><p>However, I believe Microsoft and Sony are still both safe long-term investments as rising interest rates crush more speculative growth stocks. So should you consider buying one stock over the other right now?</p><h2>The differences between Microsoft and Sony</h2><p>Microsoft splits its business into three core divisions that each generate about a third of its revenue. Its Productivity and Business Processes division hosts Office, Dynamics, LinkedIn, and other enterprise software.</p><p>Its Intelligent Cloud segment handles its server products, services, and Azure cloud computing platform. Its More Personal Computing segment houses its Windows, Xbox, search, and advertising businesses.</p><p>Microsoft&#39;s total cloud revenue, which includes all of its cloud-oriented services across all three segments, accounted for 43% of its top line in its latest quarter. Its fastest-growing cloud businesses are Azure, which ranks second in the cloud platform market after <b>Amazon</b> Web Services (AWS), and Dynamics, which competes against <b><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></b> and other players in the customer relationship management (CRM) market.</p><p>Sony operates six main business segments: Game &amp; Network Services (G&amp;NS, 27% of its revenue in its latest quarter), Electronics Products &amp; Solutions (EP&amp;S, 23%), Sony Financial (16%), Imaging &amp; Sensing Solutions (I&amp;SS, 11%), Sony Music (10%), and Sony Pictures (15%).</p><p>The G&amp;NS unit houses its PlayStation console, games, and services. The EP&amp;S unit sells TVs, audio devices, smartphones, cameras, and other consumer electronics. Sony Financial generates most of its revenue from life insurance policies and investments, while the I&amp;SS unit primarily produces image sensors for smartphones and digital cameras.</p><p>Sony Music houses its recorded and streaming music businesses, as well as its anime and mobile gaming divisions. Sony Pictures produces movies as well as TV shows, which are licensed to other media companies.</p><h2>Which company is growing faster?</h2><p>Microsoft&#39;s expansion of its cloud services, especially Azure, Dynamics, and Office 365, offset its slower sales of on-premise software in recent years. Between fiscal 2016 and fiscal 2021 (which ended last June), Microsoft&#39;s revenue grew at a compound annual growth rate (CAGR) of 14.5%, while its earnings per share (EPS) increased at a CAGR of 30.8%.</p><p>That robust growth enabled Microsoft to generate plenty of cash to expand its ecosystem with dozens of acquisitions -- including LinkedIn in 2016, GitHub in 2018, ZeniMax in 2021, and Activision Blizzard this year.</p><p>The stickiness of Microsoft&#39;s ecosystem -- which spans across PCs, consoles, mobile apps, servers, and cloud services -- enables it to continuously lock in both enterprise customers and mainstream consumers. Analysts expect Microsoft&#39;s revenue and earnings to rise 18% and 16%, respectively, this year, as those growth engines continue to fire on all cylinders.</p><p>Sony&#39;s growth was a lot less impressive. Between fiscal 2015 and fiscal 2020 (which ended in March 2021), its revenue grew at a CAGR of just 1.8%. It posted a net loss in 2015, but it returned to profitability the following year, and its EPS increased at a CAGR of 68% between 2016 and 2020.</p><p>Sony&#39;s gaming, financial, and music businesses stayed strong throughout the pandemic in 2020. But its pictures, chipmaking, and consumer electronics divisions all struggled with pandemic-related headwinds and disruptions.</p><p>That balance shifted in the first nine months of fiscal 2021. Its pictures and consumer electronics segments recovered, but its gaming business slowed down against tough comps, the financial segment sold fewer life insurance policies, and its image sensor shipments remained sluggish.</p><p>The concerns regarding Microsoft&#39;s purchase of Activision are likely overblown since Microsoft doesn&#39;t plan to lock in any of its top franchises as platform exclusives anytime soon. Sony also plans to acquire more publishers, starting with Bungie for $3.6 billion, to strengthen its own stable of gaming franchises.</p><p>Sony faces more significant supply chain headwinds than Microsoft, but analysts still expect its revenue to grow 11% this year. Analysts expect Sony&#39;s earnings per share to decline 33% on tax-related charges, but the company still expects its operating profit to rise 26% for the full year.</p><h2>The valuations and verdict</h2><p>Microsoft has better growth metrics than Sony, but its high forward price-to-earnings ratio of 33 reflects those strengths. By comparison, <b>Alphabet </b>and <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> trade at 23 times and 20 times forward earnings, respectively.</p><p>Sony trades at just 17 times forward earnings. That discount likely reflects the market&#39;s trepidation regarding Microsoft&#39;s Activision deal, the supply chain headwinds for its chip business, and its slower life insurance sales.</p><p>Microsoft&#39;s stock is more expensive, but I think it&#39;s better to pay a premium for a high-quality business than to settle with a decent one in this wobbly market. Both stocks are still worth buying today, but I believe Microsoft will still outperform Sony -- as it did over the past five years -- once again in 2022.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Microsoft vs. Sony</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Microsoft vs. Sony\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 16:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/02/better-buy-microsoft-vs-sony/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Sony (NYSE:SONY) operate very different business models, but they have overlapping interests in the video game market. That's why Microsoft's recent decision to buy ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/02/better-buy-microsoft-vs-sony/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","MSFT":"微软","BK4566":"资本集团","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓","BK4554":"元宇宙及AR概念","BK4504":"桥水持仓","BK4516":"特朗普概念","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4097":"系统软件","BK4527":"明星科技股","BK4538":"云计算","BK4528":"SaaS概念","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/02/02/better-buy-microsoft-vs-sony/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208851365","content_text":"Microsoft (NASDAQ:MSFT) and Sony (NYSE:SONY) operate very different business models, but they have overlapping interests in the video game market. That's why Microsoft's recent decision to buy Activision Blizzard (NASDAQ:ATVI) for $68.7 billion caused Sony's stock price to retreat from its highest levels in over two decades.However, I believe Microsoft and Sony are still both safe long-term investments as rising interest rates crush more speculative growth stocks. So should you consider buying one stock over the other right now?The differences between Microsoft and SonyMicrosoft splits its business into three core divisions that each generate about a third of its revenue. Its Productivity and Business Processes division hosts Office, Dynamics, LinkedIn, and other enterprise software.Its Intelligent Cloud segment handles its server products, services, and Azure cloud computing platform. Its More Personal Computing segment houses its Windows, Xbox, search, and advertising businesses.Microsoft's total cloud revenue, which includes all of its cloud-oriented services across all three segments, accounted for 43% of its top line in its latest quarter. Its fastest-growing cloud businesses are Azure, which ranks second in the cloud platform market after Amazon Web Services (AWS), and Dynamics, which competes against Salesforce and other players in the customer relationship management (CRM) market.Sony operates six main business segments: Game & Network Services (G&NS, 27% of its revenue in its latest quarter), Electronics Products & Solutions (EP&S, 23%), Sony Financial (16%), Imaging & Sensing Solutions (I&SS, 11%), Sony Music (10%), and Sony Pictures (15%).The G&NS unit houses its PlayStation console, games, and services. The EP&S unit sells TVs, audio devices, smartphones, cameras, and other consumer electronics. Sony Financial generates most of its revenue from life insurance policies and investments, while the I&SS unit primarily produces image sensors for smartphones and digital cameras.Sony Music houses its recorded and streaming music businesses, as well as its anime and mobile gaming divisions. Sony Pictures produces movies as well as TV shows, which are licensed to other media companies.Which company is growing faster?Microsoft's expansion of its cloud services, especially Azure, Dynamics, and Office 365, offset its slower sales of on-premise software in recent years. Between fiscal 2016 and fiscal 2021 (which ended last June), Microsoft's revenue grew at a compound annual growth rate (CAGR) of 14.5%, while its earnings per share (EPS) increased at a CAGR of 30.8%.That robust growth enabled Microsoft to generate plenty of cash to expand its ecosystem with dozens of acquisitions -- including LinkedIn in 2016, GitHub in 2018, ZeniMax in 2021, and Activision Blizzard this year.The stickiness of Microsoft's ecosystem -- which spans across PCs, consoles, mobile apps, servers, and cloud services -- enables it to continuously lock in both enterprise customers and mainstream consumers. Analysts expect Microsoft's revenue and earnings to rise 18% and 16%, respectively, this year, as those growth engines continue to fire on all cylinders.Sony's growth was a lot less impressive. Between fiscal 2015 and fiscal 2020 (which ended in March 2021), its revenue grew at a CAGR of just 1.8%. It posted a net loss in 2015, but it returned to profitability the following year, and its EPS increased at a CAGR of 68% between 2016 and 2020.Sony's gaming, financial, and music businesses stayed strong throughout the pandemic in 2020. But its pictures, chipmaking, and consumer electronics divisions all struggled with pandemic-related headwinds and disruptions.That balance shifted in the first nine months of fiscal 2021. Its pictures and consumer electronics segments recovered, but its gaming business slowed down against tough comps, the financial segment sold fewer life insurance policies, and its image sensor shipments remained sluggish.The concerns regarding Microsoft's purchase of Activision are likely overblown since Microsoft doesn't plan to lock in any of its top franchises as platform exclusives anytime soon. Sony also plans to acquire more publishers, starting with Bungie for $3.6 billion, to strengthen its own stable of gaming franchises.Sony faces more significant supply chain headwinds than Microsoft, but analysts still expect its revenue to grow 11% this year. Analysts expect Sony's earnings per share to decline 33% on tax-related charges, but the company still expects its operating profit to rise 26% for the full year.The valuations and verdictMicrosoft has better growth metrics than Sony, but its high forward price-to-earnings ratio of 33 reflects those strengths. By comparison, Alphabet and Meta Platforms trade at 23 times and 20 times forward earnings, respectively.Sony trades at just 17 times forward earnings. That discount likely reflects the market's trepidation regarding Microsoft's Activision deal, the supply chain headwinds for its chip business, and its slower life insurance sales.Microsoft's stock is more expensive, but I think it's better to pay a premium for a high-quality business than to settle with a decent one in this wobbly market. Both stocks are still worth buying today, but I believe Microsoft will still outperform Sony -- as it did over the past five years -- once again in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9081738123,"gmtCreate":1650277404910,"gmtModify":1676534684533,"author":{"id":"3567935525237856","authorId":"3567935525237856","name":"WY92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081738123","repostId":"2228393104","repostType":4,"repost":{"id":"2228393104","pubTimestamp":1650276064,"share":"https://www.laohu8.com/m/news/2228393104?lang=&edition=full","pubTime":"2022-04-18 18:01","market":"us","language":"en","title":"2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid Like the Plague","url":"https://stock-news.laohu8.com/highlight/detail?id=2228393104","media":"Motley Fool","summary":"Berkshire Hathaway's portfolio holds roughly four dozen securities, of which two well-known companies are screaming buys and another brand-name stock is a value trap.","content":"<html><head></head><body><p>When it comes to investing prowess, a pretty good argument can be made that Warren Buffett is in a class of his own. Since taking the helm as CEO of <b>Berkshire Hathaway</b> in 1965, he&#39;s created approximately $760 billion in value for shareholders (himself included), and delivered an aggregate return for the Class A shares (BRK.A) of 4,186,398%, through this past week.</p><p>Even though riding Warren Buffett&#39;s coattails has long been a winning strategy, not all Buffett stocks are created equal. Among the roughly four dozen securities currently held by Berkshire Hathaway are two no-brainer buys and <a href=\"https://laohu8.com/S/AONE.U\">one</a> stock that&#39;s best avoided like the plague.</p><h2>Buffett stock No. 1 to buy: Bank of America</h2><p>The first stock to buy hand over fist is the Oracle of Omaha&#39;s second-largest holding, <b>Bank of America</b>.</p><p>Shares of BofA have lost a quarter of their value over the past 10 weeks. It would appear that Wall Street is concerned about the growing prospect of a recession in the wake of historically high inflation. Since bank stocks are cyclical businesses, there&#39;s a good likelihood that they&#39;ll contend with higher loan delinquencies should a recession materialize.</p><p>But there&#39;s another side to this coin. Despite being cyclical, bank stocks can take advantage of disproportionately long periods of economic expansion. Even though recessions are an inevitable part of the economic cycle, they typically only last for a few months to a couple of quarters. By comparison, expansions can last for many years. Bank stocks like BofA allow patient investors to take advantage of the natural expansion of the U.S. or global economy over time.</p><p>What investors should really appreciate about Bank of America is its interest-rate sensitivity. With the trailing-12-month U.S. inflation rate coming in at 8.5% for March, it&#39;s crystal clear that the Federal Reserve is going to do whatever is necessary to quell rising prices. This likely means multiple interest rate hikes are on tap this year.</p><p>In its fourth-quarter investor presentation, Bank of America points out that a 100-basis-point parallel shift in the interest-rate yield curve over 12 months would generate an estimated $6.5 billion in added net interest income.  There&#39;s a good chance we&#39;ll easily surpass a 100-basis-point move over the next year.</p><p>In addition to bringing in a lot of extra interest income on its outstanding variable-rate loans, Bank of America is benefiting from its users shifting to digital formats. When 2021 came to a close, 41 million BofA customers were actively banking with the company online or via mobile app, with 49% of all sales being completed digitally (up from 31% at the end of 2018).  Since digital transactions are considerably less costly than in-person or phone-based interactions, BofA has been able to consolidate some of its branches to further boost its operating efficiency.</p><p>Following their recent pullback, shares of Bank of America can be scooped up for less than 10 times Wall Street&#39;s forward-year earnings forecast and for just 24% above its book value (as of the end of 2021). That&#39;s a bargain for a high-quality bank stock with a rich history of returning capital to shareholders via dividends and buybacks.</p><h2>Buffett stock No. 2 to buy: General Motors</h2><p>A second Warren Buffett stock to buy hand over fist is legacy auto giant <b>General Motors</b>.</p><p>Similar to Bank of America, shares of GM have been taken to the woodshed in recent months. Since hitting an all-time high during early January, shares of GM have fallen 40%. Wall Street is clearly worried about persistent semiconductor shortages and how they are hurting the production of new vehicles.</p><p>However, there&#39;s good news here on multiple fronts. First off, we&#39;re looking at a supply chain issue and not a demand problem. Consumers and businesses have had a healthy appetite for more fuel-efficient vehicles for years, and it&#39;s translating into a number of higher-margin vehicles being traded in -- i.e., more trucks and SUVs, as opposed to sedans -- and replaced by newer, more efficient versions. For investors with a multiyear time horizon, the semiconductor supply shortage shouldn&#39;t be a concern.</p><p>What&#39;s considerably more exciting for General Motors is that its long-awaited shot in the arm of organic growth has arrived. The electrification of automobiles is expected to lead to a multidecade vehicle replacement cycle for consumers and business fleets. It&#39;s an opportunity for GM to lift its vehicle margins while delivering far-above-average annual sales growth.</p><p>Last year, General Motors increased its spending projection on electric vehicles (EVs), autonomous vehicles, and batteries to $35 billion through 2025. CEO Mary Barra has laid out her company&#39;s goals of producing more than 1 million EVs annually in North America by the end of 2025, with two battery plants coming on line by 2023. In total, 30 new EV models are expected to launch worldwide by the midpoint of the decade.</p><p>Keeping in mind that the initial customer deposit totaled only $100, early interest in the Chevy Silverado EV demonstrates what&#39;s to come for General Motors. Just weeks after unveiling the Silverado EV, Barra noted over 110,000 reservations were placed for the popular truck.</p><p>Even if General Motors&#39; earnings forecast were to be cut in 2022 due to supply chain challenges, shares of the company appear far too inexpensive given the accelerated growth it&#39;s likely to enjoy from the EV replacement cycle. This makes GM a no-brainer buy at less than six times Wall Street&#39;s forecast earnings for 2023.</p><h2>The Warren Buffett stock to avoid: Kroger</h2><p>On the other side of the aisle is the Buffett stock that investors would be smart to completely avoid: grocery giant <b>Kroger</b>.</p><p>There&#39;s no question that things couldn&#39;t have gone any better for Kroger over the past two years. First, it benefited immensely from the pandemic. Though panic-buying is rarely ever a positive thing, consumers began stocking up on a variety goods throughout the first year of the COVID-19 pandemic.</p><p>It would also appear that the company has received a boost from inflationary pressures. Since Kroger&#39;s numerous grocery chains are primarily known for selling basic-need goods, such as food, it&#39;s not had any trouble passing along higher costs to consumers.</p><p>One final thing I&#39;ll note is that the Restock Kroger initiative has paid dividends. Restock Kroger, which emphasizes online ordering, was launched in 2017 and really took shape during the pandemic when direct-to-consumer sales became all the rage.</p><p>However, there are a couple of red flags that should keep investors away from Kroger. For starters, comparable-store sales grew by only 0.2% last year if fuel sales are excluded.  Although Kroger is having no trouble passing along price hikes to its shoppers, rising costs throughout its supply chain are offsetting these hikes.</p><p>Another issue is Kroger&#39;s valuation. We&#39;re talking about a company that traditionally grows sales by a low double-digit percentage (1% to 3%) that&#39;s valued at more than 15 times the midpoint of its full-year earnings forecast. That might not sound expensive, but when you consider that Kroger&#39;s board has been repurchasing stock ($1.6 billion in 2021), you&#39;ll see that there&#39;s very little actual growth behind the company&#39;s earnings-per-share figures.</p><p>With the U.S. economy likely beyond the worst of the pandemic and inflation expected to taper off in the second half of 2022 and throughout 2023, Kroger&#39;s perfect scenario looks destined to come to an end sooner rather than later.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid Like the Plague</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid Like the Plague\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-18 18:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/18/2-warren-buffett-stocks-buy-1-to-avoid-like-plague/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When it comes to investing prowess, a pretty good argument can be made that Warren Buffett is in a class of his own. Since taking the helm as CEO of Berkshire Hathaway in 1965, he's created ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/18/2-warren-buffett-stocks-buy-1-to-avoid-like-plague/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4504":"桥水持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4566":"资本集团","BK4176":"多领域控股","BK4574":"无人驾驶","BK4553":"喜马拉雅资本持仓","BK4207":"综合性银行","BRK.B":"伯克希尔B","GM":"通用汽车","BK4559":"巴菲特持仓","BRK.A":"伯克希尔","KR":"克罗格","BK4561":"索罗斯持仓","BAC":"美国银行","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/04/18/2-warren-buffett-stocks-buy-1-to-avoid-like-plague/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228393104","content_text":"When it comes to investing prowess, a pretty good argument can be made that Warren Buffett is in a class of his own. Since taking the helm as CEO of Berkshire Hathaway in 1965, he's created approximately $760 billion in value for shareholders (himself included), and delivered an aggregate return for the Class A shares (BRK.A) of 4,186,398%, through this past week.Even though riding Warren Buffett's coattails has long been a winning strategy, not all Buffett stocks are created equal. Among the roughly four dozen securities currently held by Berkshire Hathaway are two no-brainer buys and one stock that's best avoided like the plague.Buffett stock No. 1 to buy: Bank of AmericaThe first stock to buy hand over fist is the Oracle of Omaha's second-largest holding, Bank of America.Shares of BofA have lost a quarter of their value over the past 10 weeks. It would appear that Wall Street is concerned about the growing prospect of a recession in the wake of historically high inflation. Since bank stocks are cyclical businesses, there's a good likelihood that they'll contend with higher loan delinquencies should a recession materialize.But there's another side to this coin. Despite being cyclical, bank stocks can take advantage of disproportionately long periods of economic expansion. Even though recessions are an inevitable part of the economic cycle, they typically only last for a few months to a couple of quarters. By comparison, expansions can last for many years. Bank stocks like BofA allow patient investors to take advantage of the natural expansion of the U.S. or global economy over time.What investors should really appreciate about Bank of America is its interest-rate sensitivity. With the trailing-12-month U.S. inflation rate coming in at 8.5% for March, it's crystal clear that the Federal Reserve is going to do whatever is necessary to quell rising prices. This likely means multiple interest rate hikes are on tap this year.In its fourth-quarter investor presentation, Bank of America points out that a 100-basis-point parallel shift in the interest-rate yield curve over 12 months would generate an estimated $6.5 billion in added net interest income.  There's a good chance we'll easily surpass a 100-basis-point move over the next year.In addition to bringing in a lot of extra interest income on its outstanding variable-rate loans, Bank of America is benefiting from its users shifting to digital formats. When 2021 came to a close, 41 million BofA customers were actively banking with the company online or via mobile app, with 49% of all sales being completed digitally (up from 31% at the end of 2018).  Since digital transactions are considerably less costly than in-person or phone-based interactions, BofA has been able to consolidate some of its branches to further boost its operating efficiency.Following their recent pullback, shares of Bank of America can be scooped up for less than 10 times Wall Street's forward-year earnings forecast and for just 24% above its book value (as of the end of 2021). That's a bargain for a high-quality bank stock with a rich history of returning capital to shareholders via dividends and buybacks.Buffett stock No. 2 to buy: General MotorsA second Warren Buffett stock to buy hand over fist is legacy auto giant General Motors.Similar to Bank of America, shares of GM have been taken to the woodshed in recent months. Since hitting an all-time high during early January, shares of GM have fallen 40%. Wall Street is clearly worried about persistent semiconductor shortages and how they are hurting the production of new vehicles.However, there's good news here on multiple fronts. First off, we're looking at a supply chain issue and not a demand problem. Consumers and businesses have had a healthy appetite for more fuel-efficient vehicles for years, and it's translating into a number of higher-margin vehicles being traded in -- i.e., more trucks and SUVs, as opposed to sedans -- and replaced by newer, more efficient versions. For investors with a multiyear time horizon, the semiconductor supply shortage shouldn't be a concern.What's considerably more exciting for General Motors is that its long-awaited shot in the arm of organic growth has arrived. The electrification of automobiles is expected to lead to a multidecade vehicle replacement cycle for consumers and business fleets. It's an opportunity for GM to lift its vehicle margins while delivering far-above-average annual sales growth.Last year, General Motors increased its spending projection on electric vehicles (EVs), autonomous vehicles, and batteries to $35 billion through 2025. CEO Mary Barra has laid out her company's goals of producing more than 1 million EVs annually in North America by the end of 2025, with two battery plants coming on line by 2023. In total, 30 new EV models are expected to launch worldwide by the midpoint of the decade.Keeping in mind that the initial customer deposit totaled only $100, early interest in the Chevy Silverado EV demonstrates what's to come for General Motors. Just weeks after unveiling the Silverado EV, Barra noted over 110,000 reservations were placed for the popular truck.Even if General Motors' earnings forecast were to be cut in 2022 due to supply chain challenges, shares of the company appear far too inexpensive given the accelerated growth it's likely to enjoy from the EV replacement cycle. This makes GM a no-brainer buy at less than six times Wall Street's forecast earnings for 2023.The Warren Buffett stock to avoid: KrogerOn the other side of the aisle is the Buffett stock that investors would be smart to completely avoid: grocery giant Kroger.There's no question that things couldn't have gone any better for Kroger over the past two years. First, it benefited immensely from the pandemic. Though panic-buying is rarely ever a positive thing, consumers began stocking up on a variety goods throughout the first year of the COVID-19 pandemic.It would also appear that the company has received a boost from inflationary pressures. Since Kroger's numerous grocery chains are primarily known for selling basic-need goods, such as food, it's not had any trouble passing along higher costs to consumers.One final thing I'll note is that the Restock Kroger initiative has paid dividends. Restock Kroger, which emphasizes online ordering, was launched in 2017 and really took shape during the pandemic when direct-to-consumer sales became all the rage.However, there are a couple of red flags that should keep investors away from Kroger. For starters, comparable-store sales grew by only 0.2% last year if fuel sales are excluded.  Although Kroger is having no trouble passing along price hikes to its shoppers, rising costs throughout its supply chain are offsetting these hikes.Another issue is Kroger's valuation. We're talking about a company that traditionally grows sales by a low double-digit percentage (1% to 3%) that's valued at more than 15 times the midpoint of its full-year earnings forecast. That might not sound expensive, but when you consider that Kroger's board has been repurchasing stock ($1.6 billion in 2021), you'll see that there's very little actual growth behind the company's earnings-per-share figures.With the U.S. economy likely beyond the worst of the pandemic and inflation expected to taper off in the second half of 2022 and throughout 2023, Kroger's perfect scenario looks destined to come to an end sooner rather than later.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091507954,"gmtCreate":1643893026853,"gmtModify":1676533868342,"author":{"id":"3567935525237856","authorId":"3567935525237856","name":"WY92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091507954","repostId":"2208851365","repostType":4,"repost":{"id":"2208851365","pubTimestamp":1643875554,"share":"https://www.laohu8.com/m/news/2208851365?lang=&edition=full","pubTime":"2022-02-03 16:05","market":"us","language":"en","title":"Better Buy: Microsoft vs. Sony","url":"https://stock-news.laohu8.com/highlight/detail?id=2208851365","media":"Motley Fool","summary":"Which tech juggernaut will be a stronger investment this year?","content":"<html><head></head><body><p><b>Microsoft</b> (NASDAQ:MSFT) and <b>Sony</b> (NYSE:SONY) operate very different business models, but they have overlapping interests in the video game market. That&#39;s why Microsoft&#39;s recent decision to buy <b>Activision Blizzard</b> (NASDAQ:ATVI) for $68.7 billion caused Sony&#39;s stock price to retreat from its highest levels in over two decades.</p><p>However, I believe Microsoft and Sony are still both safe long-term investments as rising interest rates crush more speculative growth stocks. So should you consider buying one stock over the other right now?</p><h2>The differences between Microsoft and Sony</h2><p>Microsoft splits its business into three core divisions that each generate about a third of its revenue. Its Productivity and Business Processes division hosts Office, Dynamics, LinkedIn, and other enterprise software.</p><p>Its Intelligent Cloud segment handles its server products, services, and Azure cloud computing platform. Its More Personal Computing segment houses its Windows, Xbox, search, and advertising businesses.</p><p>Microsoft&#39;s total cloud revenue, which includes all of its cloud-oriented services across all three segments, accounted for 43% of its top line in its latest quarter. Its fastest-growing cloud businesses are Azure, which ranks second in the cloud platform market after <b>Amazon</b> Web Services (AWS), and Dynamics, which competes against <b><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></b> and other players in the customer relationship management (CRM) market.</p><p>Sony operates six main business segments: Game &amp; Network Services (G&amp;NS, 27% of its revenue in its latest quarter), Electronics Products &amp; Solutions (EP&amp;S, 23%), Sony Financial (16%), Imaging &amp; Sensing Solutions (I&amp;SS, 11%), Sony Music (10%), and Sony Pictures (15%).</p><p>The G&amp;NS unit houses its PlayStation console, games, and services. The EP&amp;S unit sells TVs, audio devices, smartphones, cameras, and other consumer electronics. Sony Financial generates most of its revenue from life insurance policies and investments, while the I&amp;SS unit primarily produces image sensors for smartphones and digital cameras.</p><p>Sony Music houses its recorded and streaming music businesses, as well as its anime and mobile gaming divisions. Sony Pictures produces movies as well as TV shows, which are licensed to other media companies.</p><h2>Which company is growing faster?</h2><p>Microsoft&#39;s expansion of its cloud services, especially Azure, Dynamics, and Office 365, offset its slower sales of on-premise software in recent years. Between fiscal 2016 and fiscal 2021 (which ended last June), Microsoft&#39;s revenue grew at a compound annual growth rate (CAGR) of 14.5%, while its earnings per share (EPS) increased at a CAGR of 30.8%.</p><p>That robust growth enabled Microsoft to generate plenty of cash to expand its ecosystem with dozens of acquisitions -- including LinkedIn in 2016, GitHub in 2018, ZeniMax in 2021, and Activision Blizzard this year.</p><p>The stickiness of Microsoft&#39;s ecosystem -- which spans across PCs, consoles, mobile apps, servers, and cloud services -- enables it to continuously lock in both enterprise customers and mainstream consumers. Analysts expect Microsoft&#39;s revenue and earnings to rise 18% and 16%, respectively, this year, as those growth engines continue to fire on all cylinders.</p><p>Sony&#39;s growth was a lot less impressive. Between fiscal 2015 and fiscal 2020 (which ended in March 2021), its revenue grew at a CAGR of just 1.8%. It posted a net loss in 2015, but it returned to profitability the following year, and its EPS increased at a CAGR of 68% between 2016 and 2020.</p><p>Sony&#39;s gaming, financial, and music businesses stayed strong throughout the pandemic in 2020. But its pictures, chipmaking, and consumer electronics divisions all struggled with pandemic-related headwinds and disruptions.</p><p>That balance shifted in the first nine months of fiscal 2021. Its pictures and consumer electronics segments recovered, but its gaming business slowed down against tough comps, the financial segment sold fewer life insurance policies, and its image sensor shipments remained sluggish.</p><p>The concerns regarding Microsoft&#39;s purchase of Activision are likely overblown since Microsoft doesn&#39;t plan to lock in any of its top franchises as platform exclusives anytime soon. Sony also plans to acquire more publishers, starting with Bungie for $3.6 billion, to strengthen its own stable of gaming franchises.</p><p>Sony faces more significant supply chain headwinds than Microsoft, but analysts still expect its revenue to grow 11% this year. Analysts expect Sony&#39;s earnings per share to decline 33% on tax-related charges, but the company still expects its operating profit to rise 26% for the full year.</p><h2>The valuations and verdict</h2><p>Microsoft has better growth metrics than Sony, but its high forward price-to-earnings ratio of 33 reflects those strengths. By comparison, <b>Alphabet </b>and <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> trade at 23 times and 20 times forward earnings, respectively.</p><p>Sony trades at just 17 times forward earnings. That discount likely reflects the market&#39;s trepidation regarding Microsoft&#39;s Activision deal, the supply chain headwinds for its chip business, and its slower life insurance sales.</p><p>Microsoft&#39;s stock is more expensive, but I think it&#39;s better to pay a premium for a high-quality business than to settle with a decent one in this wobbly market. Both stocks are still worth buying today, but I believe Microsoft will still outperform Sony -- as it did over the past five years -- once again in 2022.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Microsoft vs. Sony</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Microsoft vs. Sony\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 16:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/02/better-buy-microsoft-vs-sony/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Sony (NYSE:SONY) operate very different business models, but they have overlapping interests in the video game market. That's why Microsoft's recent decision to buy ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/02/better-buy-microsoft-vs-sony/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","MSFT":"微软","BK4566":"资本集团","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓","BK4554":"元宇宙及AR概念","BK4504":"桥水持仓","BK4516":"特朗普概念","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4097":"系统软件","BK4527":"明星科技股","BK4538":"云计算","BK4528":"SaaS概念","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/02/02/better-buy-microsoft-vs-sony/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208851365","content_text":"Microsoft (NASDAQ:MSFT) and Sony (NYSE:SONY) operate very different business models, but they have overlapping interests in the video game market. That's why Microsoft's recent decision to buy Activision Blizzard (NASDAQ:ATVI) for $68.7 billion caused Sony's stock price to retreat from its highest levels in over two decades.However, I believe Microsoft and Sony are still both safe long-term investments as rising interest rates crush more speculative growth stocks. So should you consider buying one stock over the other right now?The differences between Microsoft and SonyMicrosoft splits its business into three core divisions that each generate about a third of its revenue. Its Productivity and Business Processes division hosts Office, Dynamics, LinkedIn, and other enterprise software.Its Intelligent Cloud segment handles its server products, services, and Azure cloud computing platform. Its More Personal Computing segment houses its Windows, Xbox, search, and advertising businesses.Microsoft's total cloud revenue, which includes all of its cloud-oriented services across all three segments, accounted for 43% of its top line in its latest quarter. Its fastest-growing cloud businesses are Azure, which ranks second in the cloud platform market after Amazon Web Services (AWS), and Dynamics, which competes against Salesforce and other players in the customer relationship management (CRM) market.Sony operates six main business segments: Game & Network Services (G&NS, 27% of its revenue in its latest quarter), Electronics Products & Solutions (EP&S, 23%), Sony Financial (16%), Imaging & Sensing Solutions (I&SS, 11%), Sony Music (10%), and Sony Pictures (15%).The G&NS unit houses its PlayStation console, games, and services. The EP&S unit sells TVs, audio devices, smartphones, cameras, and other consumer electronics. Sony Financial generates most of its revenue from life insurance policies and investments, while the I&SS unit primarily produces image sensors for smartphones and digital cameras.Sony Music houses its recorded and streaming music businesses, as well as its anime and mobile gaming divisions. Sony Pictures produces movies as well as TV shows, which are licensed to other media companies.Which company is growing faster?Microsoft's expansion of its cloud services, especially Azure, Dynamics, and Office 365, offset its slower sales of on-premise software in recent years. Between fiscal 2016 and fiscal 2021 (which ended last June), Microsoft's revenue grew at a compound annual growth rate (CAGR) of 14.5%, while its earnings per share (EPS) increased at a CAGR of 30.8%.That robust growth enabled Microsoft to generate plenty of cash to expand its ecosystem with dozens of acquisitions -- including LinkedIn in 2016, GitHub in 2018, ZeniMax in 2021, and Activision Blizzard this year.The stickiness of Microsoft's ecosystem -- which spans across PCs, consoles, mobile apps, servers, and cloud services -- enables it to continuously lock in both enterprise customers and mainstream consumers. Analysts expect Microsoft's revenue and earnings to rise 18% and 16%, respectively, this year, as those growth engines continue to fire on all cylinders.Sony's growth was a lot less impressive. Between fiscal 2015 and fiscal 2020 (which ended in March 2021), its revenue grew at a CAGR of just 1.8%. It posted a net loss in 2015, but it returned to profitability the following year, and its EPS increased at a CAGR of 68% between 2016 and 2020.Sony's gaming, financial, and music businesses stayed strong throughout the pandemic in 2020. But its pictures, chipmaking, and consumer electronics divisions all struggled with pandemic-related headwinds and disruptions.That balance shifted in the first nine months of fiscal 2021. Its pictures and consumer electronics segments recovered, but its gaming business slowed down against tough comps, the financial segment sold fewer life insurance policies, and its image sensor shipments remained sluggish.The concerns regarding Microsoft's purchase of Activision are likely overblown since Microsoft doesn't plan to lock in any of its top franchises as platform exclusives anytime soon. Sony also plans to acquire more publishers, starting with Bungie for $3.6 billion, to strengthen its own stable of gaming franchises.Sony faces more significant supply chain headwinds than Microsoft, but analysts still expect its revenue to grow 11% this year. Analysts expect Sony's earnings per share to decline 33% on tax-related charges, but the company still expects its operating profit to rise 26% for the full year.The valuations and verdictMicrosoft has better growth metrics than Sony, but its high forward price-to-earnings ratio of 33 reflects those strengths. By comparison, Alphabet and Meta Platforms trade at 23 times and 20 times forward earnings, respectively.Sony trades at just 17 times forward earnings. That discount likely reflects the market's trepidation regarding Microsoft's Activision deal, the supply chain headwinds for its chip business, and its slower life insurance sales.Microsoft's stock is more expensive, but I think it's better to pay a premium for a high-quality business than to settle with a decent one in this wobbly market. Both stocks are still worth buying today, but I believe Microsoft will still outperform Sony -- as it did over the past five years -- once again in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089474390,"gmtCreate":1650029800588,"gmtModify":1676534631907,"author":{"id":"3567935525237856","authorId":"3567935525237856","name":"WY92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yeah","listText":"Yeah","text":"Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089474390","repostId":"2227676744","repostType":4,"repost":{"id":"2227676744","pubTimestamp":1649995014,"share":"https://www.laohu8.com/m/news/2227676744?lang=&edition=full","pubTime":"2022-04-15 11:56","market":"us","language":"en","title":"Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","media":"TipRanks","summary":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV","content":"<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</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 Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","TSLA":"特斯拉","BK4511":"特斯拉概念","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","MS":"摩根士丹利","BK4127":"投资银行业与经纪业","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","ULTI":"The Ultimate Software Group","BK4527":"明星科技股","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓"},"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227676744","content_text":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“However,” the 5-star analyst went on to say, “the company may be substantially undervalued as a renewable energy on-shore infrastructure company.” In fact, Jonas views Tesla as the “ultimate battery capex play.”What recent events have shown us is that the world needs to “transition off of the fossil fuel economy (aka the molecular energy economy)” and into the renewable economy. More crudely, the combined effect of war + inflation will result in “energy innovation.”And here investors must ponder the new energy supply chain and supporting infrastructure. In the year ahead, Jonas expects Tesla, and fellow auto industry luminaries to show investors how important they are for this transformation to take place. With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082307233,"gmtCreate":1650517411135,"gmtModify":1676534743415,"author":{"id":"3567935525237856","authorId":"3567935525237856","name":"WY92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082307233","repostId":"2229797806","repostType":4,"repost":{"id":"2229797806","pubTimestamp":1650509285,"share":"https://www.laohu8.com/m/news/2229797806?lang=&edition=full","pubTime":"2022-04-21 10:48","market":"us","language":"en","title":"Nvidia: Growth Beyond Moore's Law","url":"https://stock-news.laohu8.com/highlight/detail?id=2229797806","media":"seekingalpha","summary":"SummaryGlobal demand for computation power continues to grow exponentially, but unfortunately, CPU c","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Global demand for computation power continues to grow exponentially, but unfortunately, CPU capacity no longer grows exponentially. Moore&#39;s law has ended.</li><li>NVIDIA&#39;s GPU-accelerated computing has the best shot at meeting the continuously increasing computational demand.</li><li>Demand for their data center and professional visualization is accelerating, while growth from gaming remains outstanding.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9efbb9b3ba633f1f838307996a187d20\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>NVIDIA (NASDAQ: NASDAQ:NVDA) initially started as a manufacturer of Graphics Processing Unit (GPU), and saw massive success as the gaming industry grew. Leveraging their superior GPU architecture and significant resources (technology, human capital, and cash), they branched out into scientific computing, artificial intelligence, data platforms, robotics, and other related fields. In particular, their GPU-accelerated computing has the best shot at answering the growing demand for computing power. The recent market volatility has lowered NVIDIA stock below its intrinsic value, and investors should take advantage because:</p><ul><li>Global demand for computing power is growing at an exponential rate, but CPU capacity isn&#39;t keeping pace. It is no longer following Moore&#39;s law of doubling every two years. NVIDIA&#39;s GPU-accelerated computing has the best shot at meeting the exponential growth in computing power.</li><li>Revenue growth is accelerating for the data center and professional visualization segments, while demand for gaming products remains outstanding.</li><li>Thanks to their superior products and economic moat, they enjoy outstanding profitability and massive cash flow.</li></ul><p><b>Solution for Post Moore&#39;s law Era</b></p><p>As we are all aware, the need for computing power is increasing at a rapid pace. Today, high-performance computing is being used in just about every industry, and the growth of block-chain technology, artificial intelligence, health care data usage, and data science are all contributing to the massive growth in demand for computing power. The unfortunate part is that the Central Processing Unit (CPU)&#39;s capacity no longer follows Moore&#39;s law anymore, and the growth rate has slowed from its historical trend.</p><p>Leveraging their superior GPU architecture and advanced technology, NVIDIA became a leader in GPU-accelerated computing, and they have the best shot at meeting the exponentially growing demand for computing power. Currently, NVIDIA&#39;s GPU and networking are able to accelerate many of the fastest supercomputers around the world. Also, their massively parallel computing architecture and associated software are well suited for deep learning, machine learning, and other artificial intelligence-related fields. The detail of the architecture is given in the next segment. Given their dominant leadership position in the GPU segment, superb R&amp;D team, and massive financial and technology resources, I expect them to remain a superpower in the high-performance computing industry.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a541f036692908f17b111307c62dcc7f\" tg-width=\"438\" tg-height=\"291\" width=\"100%\" height=\"auto\"/><span>Death of Moore&#39;s Law and GPU-Computing Performance (NVIDIA Investor Relations)</span></p><p><b>Why is GPU-accelerated computing better than a traditional CPU?</b></p><p>GPU is better able to meet higher computational demands than a CPU. Compared to a CPU, GPU has a lot more cores and is capable of much higher data processing throughput. Therefore, a GPU can break complex problems into thousands of separate tasks and work all at once (parallel computing). In contrast, CPU has low latency and zips through a series of problems at a much faster pace.</p><p>NVIDIA is the pioneer in GPU-accelerated computing platform. They have built a very powerful computation platform by combining the CPU and GPU to get the strengths of both. CPU acts as the quarterback of the system to host the unified and balanced system, the GPU accelerates the computing power with its high throughput capacity, and the Data Processing Units (DPUs) provide enhanced and accelerated networking. Leveraging their expertise in the GPU processing, I expect them to keep the lead in high-performance computing for a while.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9395c1954314b57b02b6aee76949ee25\" tg-width=\"292\" tg-height=\"172\" width=\"100%\" height=\"auto\"/><span>Difference Between CPU and GPU (NVIDIA Blog)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95949cf42536303a865925e32b323897\" tg-width=\"614\" tg-height=\"254\" width=\"100%\" height=\"auto\"/><span>Comparison between traditional CPU vs. GPU accelerated computing (NVIDIA Blog)</span></p><p><b>Accelerating demand for their products</b></p><p>Thanks to their superior technology and performance, demand for their products is accelerating. The revenue growth for the data center and professional visualization segments achieved a staggering 71% and 109% YoY, respectively. The main growth drivers for the data center segment were a growing AI workload (deep learning, machine learning, and natural language processing) and cloud computing, while the drivers for professional visualization were the buildout of the hybrid work environment, 3D design, and rendering. The demand for their main segment, gaming, remained strong with 37% YoY growth.</p><p>Due to the increasing demand for automation and broadening applications for artificial intelligence, the market size for related fields will only continue to increase. Given their dominant leadership position in the GPU segment (83%) and superior computing platform design, I expect NVIDIA to maintain a superior growth trajectory across all three segments in the near future and achieve growth that is even higher than their historic levels (5 year average of 34%). They will certainly remain among my top picks for tech stocks for a while.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7786e73c2621f0d201b83456308db814\" tg-width=\"640\" tg-height=\"379\" width=\"100%\" height=\"auto\"/><span>Gaming Segment Performance (NVIDIA Investor Relations)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7328c22425b85f0f3dc425b6b06df6de\" tg-width=\"640\" tg-height=\"388\" width=\"100%\" height=\"auto\"/><span>Data Center Performance (NVIDIA Investor Relations)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/397cf85c2d69b9bf8ab6b747d14b5696\" tg-width=\"640\" tg-height=\"385\" width=\"100%\" height=\"auto\"/><span>Professional Visualization Performance (NVIDIA Investor Relations)</span></p><p><b>Outstanding profitability and cash flow</b></p><p>Superior technology and brand recognition provides an outstanding economic moat for NVIDIA, and this translates into the aforementioned superb market share and profitability. To give you a perspective of their dominance (market share of 83%), the market share of Microsoft Windows is about 75% on desktop, and the market share of Google is above 90% on search engine. NVIDIA is amongst impressive company. Also, given the increasing demand for computational power and NVIDIA&#39;s leadership position in high-performance computing platform, I expect the market share may increase in the future.</p><p>Leveraging their dominance, they can charge a steep premium on their products and services. This clearly shows up in their profit metrics. All of these metrics (EBIT margin, EBITDA margin, and Net income margin) are well above the sector median. Not only are the profit margins superior, but they have actually been increasing over the past three years, indicating that they are maintaining their superiority. Not surprisingly, given their superb profit margin and fast-rising revenue, they generate a massive operating cash flow ($9.1 B in 2021). I expect this to continue to be the case in the foreseeable future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8dafec76b7257c535e7be181cba0c9e\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a12bad0cda765dabed780de5d882efb3\" tg-width=\"520\" tg-height=\"303\" width=\"100%\" height=\"auto\"/><span>NVIDIA Profitability Metric (Seeking Alpha)</span></p><p><b>Intrinsic Value Estimation</b></p><p>I used DCF model to estimate the intrinsic value of NVIDIA. For the estimation, I utilized current operating cash flow ($9.1 B) and current WACC of 8.0% as the discount rate. For the base case, I assumed operating cash flow growth of 50% (mid point between historic value and most recent growth) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed cash flow growth of 52% and 55%, respectively, for the next 5 years and zero growth afterwards. Given the most recent revenue growth was 61.4%, the growth rate of 52% and 55% are well within reason.</p><p>The estimation revealed that the current stock price presents 10-20% upside. Current market volatility is providing a rare opportunity to grab NVIDIA shares at a discount, and I think investors should take advantage of the opportunity. Given their superiority and market dominance, the stock price will achieve its intrinsic value or even trade at a premium in the long run.</p><p><img src=\"https://static.tigerbbs.com/6df7e49d2ebaa7d49c9eb8b97475f416\" tg-width=\"826\" tg-height=\"250\" width=\"100%\" height=\"auto\"/></p><p>The assumptions and data used for the price target estimation are summarized below:</p><ul><li>WACC: 8.0%</li><li>Cash Flow Growth Rate: 50% (Base Case), 52% (Bullish Case), 55% (Very Bullish Case)</li><li>Current Cash Flow: $9.1 B</li><li>Current Stock Price: $221.98 (04/19/2022)</li><li>Tax rate: 20%</li></ul><p><b>Risk</b></p><p>Reflecting the popularity of the company and its high growth expectations, the valuation of NVIDIA remains high even after the market-wide sell off. The P/E ratio of NVIDIA (TTM) is at 55.22x, which is almost twice that of the sector median, 26.38x. The high valuation leaves little room for disappointment, and any miss on revenue or profit could result in a substantial drop in stock price. This is especially true during rising interest rates, which typically hits growth stocks the hardest. Therefore, the investor should monitor the macroeconomic indicators.</p><p>The fields in which NVIDIA competes (GPU, Artificial Intelligence, and computing) are highly competitive, and there is always a chance of a new entrant or existing superpower (e.g., Intel, Google, etc) emerging with new technology that disrupts the market. For example, Apple cut ties with Intel a couple of years ago and started manufacturing their own CPU, which has been performing very well. The investor must keep up with rapid changes within the highly competitive tech landscape.</p><p><b>Conclusion</b></p><p>NVIDIA has been a superb investment, and a darling of Wall Street, for several years at this point. Given their superb technology and outstanding products, I expect the trend to continue. Also, the ever-increasing demand for computing power will accelerate NVIDIA&#39;s revenue growth for the foreseeable future. High valuation and the possibility of new technology may challenge NVIDIA, but they hold massive resources which should enable them to handle these threats. Overall, I expect 10-20% return in the long run.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Growth Beyond Moore's Law</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Growth Beyond Moore's Law\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502479-nvidia-growth-beyond-moores-law><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGlobal demand for computation power continues to grow exponentially, but unfortunately, CPU capacity no longer grows exponentially. Moore's law has ended.NVIDIA's GPU-accelerated computing has ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502479-nvidia-growth-beyond-moores-law\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4534":"瑞士信贷持仓","BK4543":"AI","BK4567":"ESG概念","BK4527":"明星科技股","BK4579":"人工智能","BK4581":"高盛持仓","BK4529":"IDC概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","NVDA":"英伟达","BK4554":"元宇宙及AR概念","BK4549":"软银资本持仓"},"source_url":"https://seekingalpha.com/article/4502479-nvidia-growth-beyond-moores-law","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2229797806","content_text":"SummaryGlobal demand for computation power continues to grow exponentially, but unfortunately, CPU capacity no longer grows exponentially. Moore's law has ended.NVIDIA's GPU-accelerated computing has the best shot at meeting the continuously increasing computational demand.Demand for their data center and professional visualization is accelerating, while growth from gaming remains outstanding.Justin Sullivan/Getty Images NewsInvestment ThesisNVIDIA (NASDAQ: NASDAQ:NVDA) initially started as a manufacturer of Graphics Processing Unit (GPU), and saw massive success as the gaming industry grew. Leveraging their superior GPU architecture and significant resources (technology, human capital, and cash), they branched out into scientific computing, artificial intelligence, data platforms, robotics, and other related fields. In particular, their GPU-accelerated computing has the best shot at answering the growing demand for computing power. The recent market volatility has lowered NVIDIA stock below its intrinsic value, and investors should take advantage because:Global demand for computing power is growing at an exponential rate, but CPU capacity isn't keeping pace. It is no longer following Moore's law of doubling every two years. NVIDIA's GPU-accelerated computing has the best shot at meeting the exponential growth in computing power.Revenue growth is accelerating for the data center and professional visualization segments, while demand for gaming products remains outstanding.Thanks to their superior products and economic moat, they enjoy outstanding profitability and massive cash flow.Solution for Post Moore's law EraAs we are all aware, the need for computing power is increasing at a rapid pace. Today, high-performance computing is being used in just about every industry, and the growth of block-chain technology, artificial intelligence, health care data usage, and data science are all contributing to the massive growth in demand for computing power. The unfortunate part is that the Central Processing Unit (CPU)'s capacity no longer follows Moore's law anymore, and the growth rate has slowed from its historical trend.Leveraging their superior GPU architecture and advanced technology, NVIDIA became a leader in GPU-accelerated computing, and they have the best shot at meeting the exponentially growing demand for computing power. Currently, NVIDIA's GPU and networking are able to accelerate many of the fastest supercomputers around the world. Also, their massively parallel computing architecture and associated software are well suited for deep learning, machine learning, and other artificial intelligence-related fields. The detail of the architecture is given in the next segment. Given their dominant leadership position in the GPU segment, superb R&D team, and massive financial and technology resources, I expect them to remain a superpower in the high-performance computing industry.Death of Moore's Law and GPU-Computing Performance (NVIDIA Investor Relations)Why is GPU-accelerated computing better than a traditional CPU?GPU is better able to meet higher computational demands than a CPU. Compared to a CPU, GPU has a lot more cores and is capable of much higher data processing throughput. Therefore, a GPU can break complex problems into thousands of separate tasks and work all at once (parallel computing). In contrast, CPU has low latency and zips through a series of problems at a much faster pace.NVIDIA is the pioneer in GPU-accelerated computing platform. They have built a very powerful computation platform by combining the CPU and GPU to get the strengths of both. CPU acts as the quarterback of the system to host the unified and balanced system, the GPU accelerates the computing power with its high throughput capacity, and the Data Processing Units (DPUs) provide enhanced and accelerated networking. Leveraging their expertise in the GPU processing, I expect them to keep the lead in high-performance computing for a while.Difference Between CPU and GPU (NVIDIA Blog)Comparison between traditional CPU vs. GPU accelerated computing (NVIDIA Blog)Accelerating demand for their productsThanks to their superior technology and performance, demand for their products is accelerating. The revenue growth for the data center and professional visualization segments achieved a staggering 71% and 109% YoY, respectively. The main growth drivers for the data center segment were a growing AI workload (deep learning, machine learning, and natural language processing) and cloud computing, while the drivers for professional visualization were the buildout of the hybrid work environment, 3D design, and rendering. The demand for their main segment, gaming, remained strong with 37% YoY growth.Due to the increasing demand for automation and broadening applications for artificial intelligence, the market size for related fields will only continue to increase. Given their dominant leadership position in the GPU segment (83%) and superior computing platform design, I expect NVIDIA to maintain a superior growth trajectory across all three segments in the near future and achieve growth that is even higher than their historic levels (5 year average of 34%). They will certainly remain among my top picks for tech stocks for a while.Gaming Segment Performance (NVIDIA Investor Relations)Data Center Performance (NVIDIA Investor Relations)Professional Visualization Performance (NVIDIA Investor Relations)Outstanding profitability and cash flowSuperior technology and brand recognition provides an outstanding economic moat for NVIDIA, and this translates into the aforementioned superb market share and profitability. To give you a perspective of their dominance (market share of 83%), the market share of Microsoft Windows is about 75% on desktop, and the market share of Google is above 90% on search engine. NVIDIA is amongst impressive company. Also, given the increasing demand for computational power and NVIDIA's leadership position in high-performance computing platform, I expect the market share may increase in the future.Leveraging their dominance, they can charge a steep premium on their products and services. This clearly shows up in their profit metrics. All of these metrics (EBIT margin, EBITDA margin, and Net income margin) are well above the sector median. Not only are the profit margins superior, but they have actually been increasing over the past three years, indicating that they are maintaining their superiority. Not surprisingly, given their superb profit margin and fast-rising revenue, they generate a massive operating cash flow ($9.1 B in 2021). I expect this to continue to be the case in the foreseeable future.Data by YChartsNVIDIA Profitability Metric (Seeking Alpha)Intrinsic Value EstimationI used DCF model to estimate the intrinsic value of NVIDIA. For the estimation, I utilized current operating cash flow ($9.1 B) and current WACC of 8.0% as the discount rate. For the base case, I assumed operating cash flow growth of 50% (mid point between historic value and most recent growth) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed cash flow growth of 52% and 55%, respectively, for the next 5 years and zero growth afterwards. Given the most recent revenue growth was 61.4%, the growth rate of 52% and 55% are well within reason.The estimation revealed that the current stock price presents 10-20% upside. Current market volatility is providing a rare opportunity to grab NVIDIA shares at a discount, and I think investors should take advantage of the opportunity. Given their superiority and market dominance, the stock price will achieve its intrinsic value or even trade at a premium in the long run.The assumptions and data used for the price target estimation are summarized below:WACC: 8.0%Cash Flow Growth Rate: 50% (Base Case), 52% (Bullish Case), 55% (Very Bullish Case)Current Cash Flow: $9.1 BCurrent Stock Price: $221.98 (04/19/2022)Tax rate: 20%RiskReflecting the popularity of the company and its high growth expectations, the valuation of NVIDIA remains high even after the market-wide sell off. The P/E ratio of NVIDIA (TTM) is at 55.22x, which is almost twice that of the sector median, 26.38x. The high valuation leaves little room for disappointment, and any miss on revenue or profit could result in a substantial drop in stock price. This is especially true during rising interest rates, which typically hits growth stocks the hardest. Therefore, the investor should monitor the macroeconomic indicators.The fields in which NVIDIA competes (GPU, Artificial Intelligence, and computing) are highly competitive, and there is always a chance of a new entrant or existing superpower (e.g., Intel, Google, etc) emerging with new technology that disrupts the market. For example, Apple cut ties with Intel a couple of years ago and started manufacturing their own CPU, which has been performing very well. The investor must keep up with rapid changes within the highly competitive tech landscape.ConclusionNVIDIA has been a superb investment, and a darling of Wall Street, for several years at this point. Given their superb technology and outstanding products, I expect the trend to continue. Also, the ever-increasing demand for computing power will accelerate NVIDIA's revenue growth for the foreseeable future. High valuation and the possibility of new technology may challenge NVIDIA, but they hold massive resources which should enable them to handle these threats. Overall, I expect 10-20% return in the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080491696,"gmtCreate":1649903039795,"gmtModify":1676534603479,"author":{"id":"3567935525237856","authorId":"3567935525237856","name":"WY92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080491696","repostId":"1168787231","repostType":4,"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080493642,"gmtCreate":1649902933859,"gmtModify":1676534603455,"author":{"id":"3567935525237856","authorId":"3567935525237856","name":"WY92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yeahh","listText":"Yeahh","text":"Yeahh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080493642","repostId":"9016476123","repostType":1,"repost":{"id":9016476123,"gmtCreate":1649229403658,"gmtModify":1676534474180,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"🏆【GAME】Hunting Eggs for Extra Saving!","htmlText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","listText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","text":"Tiger has prepared some Easter gifts for you, please click here to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","images":[{"img":"https://community-static.tradeup.com/news/15b435c0d10e0e89ad3e06b7bbd04830","width":"2251","height":"1334"},{"img":"https://community-static.tradeup.com/news/ff9640a9df2f24446e07b7a9b658cb4b","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/795038848b7c7b1d7dda27d92b580946","width":"1656","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016476123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091507739,"gmtCreate":1643893180763,"gmtModify":1676533868366,"author":{"id":"3567935525237856","authorId":"3567935525237856","name":"WY92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Fb","listText":"Fb","text":"Fb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091507739","repostId":"1193631380","repostType":4,"repost":{"id":"1193631380","pubTimestamp":1643882126,"share":"https://www.laohu8.com/m/news/1193631380?lang=&edition=full","pubTime":"2022-02-03 17:55","market":"us","language":"en","title":"7 Stocks To Watch For February 3, 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1193631380","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:Wall Street expects Amazon.com, Inc. to re","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b>Amazon.com, Inc.</b> to report quarterly earnings at $3.67 per share on revenue of $137.60 billion after the closing bell. Amazon shares fell 3.6% to $2,904.00 in after-hours trading.</li><li>Analysts expect <b>Merck &amp; Co., Inc.</b> to report quarterly earnings at $1.53 per share on revenue of $13.16 billion before the opening bell. Merck shares fell 0.6% to $81.50 in after-hours trading.</li><li><b>Meta Platforms, Inc.</b> reported weaker-than-expected earnings for its fourth quarter and issued a weak forecast. The company’s quarterly revenue, however, came in above analysts’ estimates. Meta Platforms shares dipped 22.9% to $249.05 in the after-hours trading session.</li></ul><ul><li><b>QUALCOMM Incorporated</b> reported better-than-expected earnings for its first quarter and issued strong forecast for the current quarter. QUALCOMM shares dropped 3% to $182.50 in the after-hours trading session.</li><li>Analysts are expecting <b>Ford Motor Company</b> to have earned $0.45 per share on revenue of $35.52 billion for the latest quarter. The company will release earnings after the markets close. Ford shares fell 2.5% to $20.11 in after-hours trading.</li><li><b>McKesson Corporation</b> reported upbeat results for its third quarter and issued strong earnings forecast for FY22. McKesson shares gained 3.2% to $266.60 in the after-hours trading session.</li><li>Analysts expect <b>Honeywell International Inc.</b> to post quarterly earnings at $2.07 per share on revenue of $8.73 billion before the opening bell. Honeywell shares gained 0.2% to $208.00 in after-hours trading.</li></ul></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks To Watch For February 3, 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Stocks To Watch For February 3, 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 17:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/02/25387796/7-stocks-to-watch-for-february-3-2022><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the stocks that may grab investor focus today are:Wall Street expects Amazon.com, Inc. to report quarterly earnings at $3.67 per share on revenue of $137.60 billion after the closing bell. ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/02/25387796/7-stocks-to-watch-for-february-3-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","AMZN":"亚马逊","MRK":"默沙东","MCK":"麦克森药物批发","F":"福特汽车","HON":"霍尼韦尔"},"source_url":"https://www.benzinga.com/news/earnings/22/02/25387796/7-stocks-to-watch-for-february-3-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193631380","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects Amazon.com, Inc. to report quarterly earnings at $3.67 per share on revenue of $137.60 billion after the closing bell. Amazon shares fell 3.6% to $2,904.00 in after-hours trading.Analysts expect Merck & Co., Inc. to report quarterly earnings at $1.53 per share on revenue of $13.16 billion before the opening bell. Merck shares fell 0.6% to $81.50 in after-hours trading.Meta Platforms, Inc. reported weaker-than-expected earnings for its fourth quarter and issued a weak forecast. The company’s quarterly revenue, however, came in above analysts’ estimates. Meta Platforms shares dipped 22.9% to $249.05 in the after-hours trading session.QUALCOMM Incorporated reported better-than-expected earnings for its first quarter and issued strong forecast for the current quarter. QUALCOMM shares dropped 3% to $182.50 in the after-hours trading session.Analysts are expecting Ford Motor Company to have earned $0.45 per share on revenue of $35.52 billion for the latest quarter. The company will release earnings after the markets close. Ford shares fell 2.5% to $20.11 in after-hours trading.McKesson Corporation reported upbeat results for its third quarter and issued strong earnings forecast for FY22. McKesson shares gained 3.2% to $266.60 in the after-hours trading session.Analysts expect Honeywell International Inc. to post quarterly earnings at $2.07 per share on revenue of $8.73 billion before the opening bell. Honeywell shares gained 0.2% to $208.00 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}