zincy personal page - To The Moon

zincy

zincy

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2023-01-06

$Tesla Motors(TSLA)$

2022-08-17

$Apple(AAPL)$i have a pen.... i have an apple

2022-08-17

To the moon we gooooo!

2022-08-16

$NIO 20230120 30.0 CALL$its gonna pay

2022-08-15

Sick

Disney Shares Jumped 1.34% as Dan Loeb’s Third Point Takes New Stake

2022-08-15

$AMC 20220916 25.0 CALL$sick

2022-08-15

$Astra Space(ASTR)$idk lol

2022-08-14

$NIO 20230120 30.0 CALL$sickkk

2022-08-14

Ok

Palantir: Utter Disaster

2022-08-11

$NIO 20230120 30.0 CALL$lets get it goinggg

2022-08-11

$Pacific Biosciences of California(PACB)$woww

2022-08-08

Sick

7 Stocks to Avoid in a Recession

2022-08-08

Sick

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2022-08-08

$AMC Entertainment(AMC)$bear is coming

2022-08-08

$AMC 20220812 25.0 PUT$solid

2022-08-06

$AMC Entertainment(AMC)$to the moooon

2022-08-06

$NIO 20230120 30.0 CALL$wheee

2022-07-21

$AMC Entertainment(AMC)$moon

2022-07-20

$NIO Inc.(NIO)$sinkkk

2022-07-20

$NIO 20220722 20.0 PUT$sicjk

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pay","images":[{"img":"https://community-static.tradeup.com/news/899d6e850522b53ce204d37a6e4fc6c7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993175779","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999700746,"gmtCreate":1660577963587,"gmtModify":1676535800430,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999700746","repostId":"1101167063","repostType":4,"repost":{"id":"1101167063","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1660573295,"share":"https://www.laohu8.com/m/news/1101167063?lang=&edition=full","pubTime":"2022-08-15 22:21","market":"us","language":"en","title":"Disney Shares Jumped 1.34% as Dan Loeb’s Third Point Takes New Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1101167063","media":"Tiger Newspress","summary":"Daniel Loeb’s Third Point has take a new stake in Disney, according to a letter to investors obtaine","content":"<html><head></head><body><p>Daniel Loeb’s Third Point has take a new stake in Disney, according to a letter to investors obtained by CNBC’s David Faber.</p><p>The shares jumped 1.34% on the news.<img src=\"https://static.tigerbbs.com/e8b128e794379167082593306324fb17\" tg-width=\"833\" tg-height=\"833\" width=\"100%\" height=\"auto\"/>In a letter to Disney CEO Bob Chapek, Loeb used the company to “make every attempt” to acquire Comcast’s remaining minority stake prior to the contractual deadline in early 2024.</p><p>“We believe that it would even be prudent for Disney to pay a modest premium to accelerate the integration,” Loeb said in the letter.</p><p>Loeb also said he believes there is a strong case that the ESPN business should be spun off.</p><p>Disney justcame off a strong quarterwith its streaming subscriber growth blowing past estimates. Disney also posted better-than-expected results on both the top and bottom line, bolstered by increased spending at its domestic theme parks.</p><p>ESPN+ has become a stronger product in the past year as Disney moves more exclusive live games to the service. Disney said last month it raise the price of ESPN+ to $9.99 per month from $6.99 per month starting Aug. 23,the largest price increase to date.</p><p>The activist investor has a history of investing in the media giant. He had held a stake for two years from 2020 to early 2022, pushing Disney to ramp up its streaming services.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney Shares Jumped 1.34% as Dan Loeb’s Third Point Takes New Stake</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\">\nDisney Shares Jumped 1.34% as Dan Loeb’s Third Point Takes New Stake\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-15 22:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Daniel Loeb’s Third Point has take a new stake in Disney, according to a letter to investors obtained by CNBC’s David Faber.</p><p>The shares jumped 1.34% on the news.<img src=\"https://static.tigerbbs.com/e8b128e794379167082593306324fb17\" tg-width=\"833\" tg-height=\"833\" width=\"100%\" height=\"auto\"/>In a letter to Disney CEO Bob Chapek, Loeb used the company to “make every attempt” to acquire Comcast’s remaining minority stake prior to the contractual deadline in early 2024.</p><p>“We believe that it would even be prudent for Disney to pay a modest premium to accelerate the integration,” Loeb said in the letter.</p><p>Loeb also said he believes there is a strong case that the ESPN business should be spun off.</p><p>Disney justcame off a strong quarterwith its streaming subscriber growth blowing past estimates. Disney also posted better-than-expected results on both the top and bottom line, bolstered by increased spending at its domestic theme parks.</p><p>ESPN+ has become a stronger product in the past year as Disney moves more exclusive live games to the service. Disney said last month it raise the price of ESPN+ to $9.99 per month from $6.99 per month starting Aug. 23,the largest price increase to date.</p><p>The activist investor has a history of investing in the media giant. He had held a stake for two years from 2020 to early 2022, pushing Disney to ramp up its streaming services.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101167063","content_text":"Daniel Loeb’s Third Point has take a new stake in Disney, according to a letter to investors obtained by CNBC’s David Faber.The shares jumped 1.34% on the news.In a letter to Disney CEO Bob Chapek, Loeb used the company to “make every attempt” to acquire Comcast’s remaining minority stake prior to the contractual deadline in early 2024.“We believe that it would even be prudent for Disney to pay a modest premium to accelerate the integration,” Loeb said in the letter.Loeb also said he believes there is a strong case that the ESPN business should be spun off.Disney justcame off a strong quarterwith its streaming subscriber growth blowing past estimates. Disney also posted better-than-expected results on both the top and bottom line, bolstered by increased spending at its domestic theme parks.ESPN+ has become a stronger product in the past year as Disney moves more exclusive live games to the service. Disney said last month it raise the price of ESPN+ to $9.99 per month from $6.99 per month starting Aug. 23,the largest price increase to date.The activist investor has a history of investing in the media giant. He had held a stake for two years from 2020 to early 2022, pushing Disney to ramp up its streaming services.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999700414,"gmtCreate":1660577949440,"gmtModify":1676535799537,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/AMC 20220916 25.0 CALL\">$AMC 20220916 25.0 CALL$</a>sick","listText":"<a href=\"https://ttm.financial/OPT/AMC 20220916 25.0 CALL\">$AMC 20220916 25.0 CALL$</a>sick","text":"$AMC 20220916 25.0 CALL$sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999700414","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999700007,"gmtCreate":1660577862111,"gmtModify":1676535792260,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASTR\">$Astra Space(ASTR)$</a>idk lol","listText":"<a href=\"https://ttm.financial/S/ASTR\">$Astra Space(ASTR)$</a>idk lol","text":"$Astra Space(ASTR)$idk lol","images":[{"img":"https://community-static.tradeup.com/news/13fcf94389b75cbc760963affe072a4a","width":"1080","height":"1827"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999700007","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999130140,"gmtCreate":1660485659482,"gmtModify":1676533478558,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NIO 20230120 30.0 CALL\">$NIO 20230120 30.0 CALL$</a>sickkk","listText":"<a href=\"https://ttm.financial/OPT/NIO 20230120 30.0 CALL\">$NIO 20230120 30.0 CALL$</a>sickkk","text":"$NIO 20230120 30.0 CALL$sickkk","images":[{"img":"https://community-static.tradeup.com/news/aee233a068f6a50f0fe83dadd76a6fc6","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999130140","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999130933,"gmtCreate":1660485588624,"gmtModify":1676533478546,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999130933","repostId":"1190571853","repostType":2,"repost":{"id":"1190571853","pubTimestamp":1660308827,"share":"https://www.laohu8.com/m/news/1190571853?lang=&edition=full","pubTime":"2022-08-12 20:53","market":"us","language":"en","title":"Palantir: Utter Disaster","url":"https://stock-news.laohu8.com/highlight/detail?id=1190571853","media":"Seeking Alpha","summary":"SummaryThere is no faith in Palantir right now.Headline results were mixed at best.Expenses are on t","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>There is no faith in Palantir right now.</li><li>Headline results were mixed at best.</li><li>Expenses are on the rise, but cash flow is positive and the balance sheet is pristine.</li><li>The pace of growth is clearly slowing, and that is a major issue for an earnings-light company.</li></ul><p>So, Palantir Technologies Inc. (NYSE:PLTR) stock has been one of the best trading stocks you can ask for. It moves with extreme swings higher and lower, our traders have made a bundle, especially by selling premium (i.e., puts and calls). We have stood behind the technology as a gamechanger. This is truly an innovative and disruptive company that has massive reach to both the commercial and government sectors.</p><p>The company is operating in the most important currency of our lifetimes: big data. And while the company innovates, and helps its clients understand data and make decisions, as an investment this has been complete trash, really an utter disaster. That may not be a technical finance term in the literature, but it is a term you hear often at hedge funds and trading floors. Frankly, while we believe in the ability of the company to deliver long-term, and we own some of it, it has been an utter disaster for longs that are not trading in and out. While we are up off the bottom, there are still so many retail &#34;bag-holders&#34; out there.</p><p><b>Trading not investing</b></p><p>The only ones making money in this stock are trading in and out. You can make good money holding a core investment and selling calls, or even selling puts, due to the volatility. Those who scalp nickels and dimes are doing well. Those who are caught near the bottom are hit hard. But investing here requires extreme patience, and frankly, while we get the win on the trades over and over, we recognize that investors are getting slammed here.</p><p><b>Pressure mounts</b></p><p>Unfortunately, despite a market rally, this remains a trader&#39;s market right now, and we think that is the best way to handle Palantir for now. That said, we think you can hold a small core position for the long-term, but with all of the issues facing the company from dilution to a questionable management team, the economic picture has been poor for the company, making matters worse. Governments are spending less. Businesses are tightening up. While we think you can see business recognize the money saving potential of decision making algorithms, company capex on things like this tends to get cut first when businesses tighten their belt. This is a near-term issue, while things like dilution are longer-term. The thing is, we think you should trade this name. We hate to see investors lose money, and we know it can be painful, but it&#39;s been complete trash, in our humble opinion. Is all hope lost here?</p><p><b>Companies like Palantir tend to be expensive before they finally sustain earnings</b></p><p>Companies like Palantir are indeed often extremely expensive in the early stages. Granted, this company has been around for a long time, but is newly public, barely two years old here public. You really cannot value them on an earnings basis because there are no or very little earnings often as they ramp up. Palantir, as we mentioned has that massive dilution problem, which means consistent positive EPS gets kicked further down the road. We think Palantir has a lot of potential, but this market is beyond unforgiving to those companies that do not make money or have sky high valuations. The last few weeks have seen a huge tech rally, and Palantir stock began to see a big bid up, until this week.</p><p><b>Little faith in Palantir</b></p><p>Investors are now starting to see that Palantir may lose money or breakeven for years. Of course, the theory goes that companies like this will lose money as they spend to attract customers and build their moat. They invest heavily in their growth while seeing revenues increase dramatically. And as we know, Palantir is seeing revenues grow tremendously, but even that pace of growth is slowing, and that is a huge risk. If you believe in the tech (we do) you can add selectively to a well-rounded portfolio to improve cost basis, and put faith in management that it can deliver on growing the business profitably without diluting shareholders into oblivion, but it may take years to get a return. It is just easier to make 5,6,7, even 10% on this name by trading over and over. Investing requires patience and belief that things will improve. Right now, this is a tall order for this company and management. There is no, or very little faith.</p><p>While operationally the company is growing sufficiently, management has some credibility issues. What one has to do is determine if what the company offers will solve enough headaches for customers that eventually the growing sales turn into sustained and growing profits. However, the most recent quarter was also &#34;trash,&#34; as we say.</p><p><b>Headline earnings figures mixed</b></p><p>In the just-reported quarter, performance was pretty mixed on the top and bottom lines with revenue just a touch ahead of consensus estimates, and earnings missing horribly. Total revenue grew 25.9% year-over-year to $473.0 million, beating estimates by just over $1 million. However, its profitability was lower than expected by $0.04, and worse, guidance was far less than consensus. That crushed the stock&#39;s momentum that it had going for it. Now revenues are only growing in the 20% range, versus 30+. Ouch. Further, most expected the company to make a tiny profit this quarter, and instead it lost money. Ouch.</p><p><b>Palantir&#39;s Government and Commercial sectors both showing growth</b></p><p>As you likely are aware, Palantir has two reporting segments: both the government and commercial segments. The commercial revenue stream continues to grow rapidly, while government results seem to be slowing. There is a ton of disagreement out there on whether the somewhat shaky economy will help or hurt, but we think it definitely slows both sectors, especially government.</p><p>Deceleration of revenue growth is definitely a negative for a company like this that does not enjoy high earnings. The revenues did rise 26% from last year, and the company&#39;s customer count increased to 304, up from 169 a year ago, but sequentially customer growth seems to be slowing. Palantir added 27 net new customers in the second quarter, with 19 net new commercial customers. We think it is important to note that the commercial space is doing well. The commercial revenue is expanding rapidly, increasing 132% in 2021, and here in Q2, it rose 46% year-over-year. That said, each earnings report it seems the year-over-year growth is a little less. Not great.</p><p>The government business growth has just stalled. Here government revenue expanded to $263 million in revenue in Q2, rising 9% quarter-over-quarter. One positive is that health care (both in government and also commercial) has become a substantial and rapidly growing business, generating approximately $153 million in revenue in the first half of 2022, up from $42 million in the first half of 2020. Decent growth.</p><p><b>Margins show good news</b></p><p>For as much as the company seemed to have whiffed, there has been pockets of good news. Palantir is seeing very positive momentum in its margins. Positive movement in margins is important in a software company as it really highlights strengths, or weaknesses, in the way it distributes its products. Palantir is delivering here. Adjusted gross margin, (these are the margins which excludes the horrible dilutive stock-based compensation expenses) was 81%. The adjusted income from operations, excluding stock-based compensation and related employer payroll taxes, was $108 million, representing adjusted operating margin of 23% ahead of management&#39;s prior guidance of 20%.</p><p>Palantir expenses are on the rise but cash flow is positive.</p><p>While margins were solid, adjusted expenses are on the rise. Expenses were $365 million, up 11% sequentially. With the revenue number and higher expenses however, despite margins, led to a loss in the quarter. As mentioned adjusted earnings per share was a loss of $0.01. Some of this was that there was a $0.05 impact driven primarily by losses on securities held.</p><p>The company also generated $62 million in cash from operations, and the adjusted free cash flow was $61 million. That was the seventh consecutive quarter of positive free cash flow. Over the last year Palantir generated $314 million in adjusted free cash flow. The balance sheet is anything but trash. The company still has a solid $2.4 billion in cash and cash equivalents and absolutely no debt. Now that said, the company did decide a few weeks ago to expand its revolving credit facility by adding a $450 million new incremental delayed draw term loan facility. Long story short, the company has liquidity if needed. Overall, they have an additional liquidity source up to $950 million and it remains entirely undrawn.</p><p>The reason we explain that is this company is in no danger of any sort of bankruptcies. The investment might be horrible as sustained positive EPS remains elusive, but the balance sheet is nice.</p><p><b>Palantir stock valuation</b></p><p>When we look at the valuation of Palantir stock, the bottom line is the stock is expensive to own. Sure, looking at traditional price-to-earnings is futile, but if you did you would see a stock at like 170X FWD EPS. Very pricey. Perhaps the more appropriate measure is the price-to-sales ratio, but not only is this still very high, the market has basically said it is no longer willing to pay for sky high multiples here in 2022. Keep that in mind. At 10.4X sales, the stock is relatively cheaper than it has ever been, but it is still not &#34;cheap&#34; by any stretch at all. We like the cash flow metrics, though the price to cash flow is still about 70X.</p><p><b>Guidance was more than disappointing</b></p><p>The biggest concern right now is not valuation, or the Q2 earnings results. Nor is it the fact that the stock has been a trash investment. The biggest issue right now is also not the never ending dilution (which stinks). It is not the broader market risk either. The largest issue is a slowdown in performance, the slowing growth of revenues, and continued reduced guidance including here in Q3. The Q3 guidance was pretty weak. For Q3 2022, the company &#34;expects revenue of between $474 million to $475 million&#34; which was way below consensus of $505 million. For the year, we are looking at nearly 5% lower revenues than expected. Ouch. For the year management guided &#34;revenue of $1.9 billion&#34; vs. consensus of $1.98 billion. Adjusted income from operations should be $341 million to $343 million.</p><p>So, what is our take?</p><p>We would be selling calls here on the next pop. The volatility is high here and premiums are hefty. On the next big downturn, sell puts a month or two out and out of the money. If assigned, turn right around and sell calls. Trade around the position. Palantir&#39;s growth is slowly fading, though still strong. We also think profitability is elusive. Dilution could continue so long that positive EPS becomes out of reach without future buybacks. Stick to trading the name, or buy a few shares and come back in 10 years.</p><p><b>Take home</b></p><p>We love that the company operates with no debt and has nice positive free cash flow. The company offers amazing solutions for government and businesses by using big data and using analytics to improve operations. But, investments in the stock have been trashed. Traders have won over and over again. While growth will continue, and the balance sheet is solid, we have to keep an eye on the pace of customer growth and contract values. On the next drawdown to the $8 range, we would be buyers.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Utter Disaster</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Utter Disaster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-12 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4533226-palantir-utter-disaster><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThere is no faith in Palantir right now.Headline results were mixed at best.Expenses are on the rise, but cash flow is positive and the balance sheet is pristine.The pace of growth is clearly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4533226-palantir-utter-disaster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4533226-palantir-utter-disaster","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190571853","content_text":"SummaryThere is no faith in Palantir right now.Headline results were mixed at best.Expenses are on the rise, but cash flow is positive and the balance sheet is pristine.The pace of growth is clearly slowing, and that is a major issue for an earnings-light company.So, Palantir Technologies Inc. (NYSE:PLTR) stock has been one of the best trading stocks you can ask for. It moves with extreme swings higher and lower, our traders have made a bundle, especially by selling premium (i.e., puts and calls). We have stood behind the technology as a gamechanger. This is truly an innovative and disruptive company that has massive reach to both the commercial and government sectors.The company is operating in the most important currency of our lifetimes: big data. And while the company innovates, and helps its clients understand data and make decisions, as an investment this has been complete trash, really an utter disaster. That may not be a technical finance term in the literature, but it is a term you hear often at hedge funds and trading floors. Frankly, while we believe in the ability of the company to deliver long-term, and we own some of it, it has been an utter disaster for longs that are not trading in and out. While we are up off the bottom, there are still so many retail \"bag-holders\" out there.Trading not investingThe only ones making money in this stock are trading in and out. You can make good money holding a core investment and selling calls, or even selling puts, due to the volatility. Those who scalp nickels and dimes are doing well. Those who are caught near the bottom are hit hard. But investing here requires extreme patience, and frankly, while we get the win on the trades over and over, we recognize that investors are getting slammed here.Pressure mountsUnfortunately, despite a market rally, this remains a trader's market right now, and we think that is the best way to handle Palantir for now. That said, we think you can hold a small core position for the long-term, but with all of the issues facing the company from dilution to a questionable management team, the economic picture has been poor for the company, making matters worse. Governments are spending less. Businesses are tightening up. While we think you can see business recognize the money saving potential of decision making algorithms, company capex on things like this tends to get cut first when businesses tighten their belt. This is a near-term issue, while things like dilution are longer-term. The thing is, we think you should trade this name. We hate to see investors lose money, and we know it can be painful, but it's been complete trash, in our humble opinion. Is all hope lost here?Companies like Palantir tend to be expensive before they finally sustain earningsCompanies like Palantir are indeed often extremely expensive in the early stages. Granted, this company has been around for a long time, but is newly public, barely two years old here public. You really cannot value them on an earnings basis because there are no or very little earnings often as they ramp up. Palantir, as we mentioned has that massive dilution problem, which means consistent positive EPS gets kicked further down the road. We think Palantir has a lot of potential, but this market is beyond unforgiving to those companies that do not make money or have sky high valuations. The last few weeks have seen a huge tech rally, and Palantir stock began to see a big bid up, until this week.Little faith in PalantirInvestors are now starting to see that Palantir may lose money or breakeven for years. Of course, the theory goes that companies like this will lose money as they spend to attract customers and build their moat. They invest heavily in their growth while seeing revenues increase dramatically. And as we know, Palantir is seeing revenues grow tremendously, but even that pace of growth is slowing, and that is a huge risk. If you believe in the tech (we do) you can add selectively to a well-rounded portfolio to improve cost basis, and put faith in management that it can deliver on growing the business profitably without diluting shareholders into oblivion, but it may take years to get a return. It is just easier to make 5,6,7, even 10% on this name by trading over and over. Investing requires patience and belief that things will improve. Right now, this is a tall order for this company and management. There is no, or very little faith.While operationally the company is growing sufficiently, management has some credibility issues. What one has to do is determine if what the company offers will solve enough headaches for customers that eventually the growing sales turn into sustained and growing profits. However, the most recent quarter was also \"trash,\" as we say.Headline earnings figures mixedIn the just-reported quarter, performance was pretty mixed on the top and bottom lines with revenue just a touch ahead of consensus estimates, and earnings missing horribly. Total revenue grew 25.9% year-over-year to $473.0 million, beating estimates by just over $1 million. However, its profitability was lower than expected by $0.04, and worse, guidance was far less than consensus. That crushed the stock's momentum that it had going for it. Now revenues are only growing in the 20% range, versus 30+. Ouch. Further, most expected the company to make a tiny profit this quarter, and instead it lost money. Ouch.Palantir's Government and Commercial sectors both showing growthAs you likely are aware, Palantir has two reporting segments: both the government and commercial segments. The commercial revenue stream continues to grow rapidly, while government results seem to be slowing. There is a ton of disagreement out there on whether the somewhat shaky economy will help or hurt, but we think it definitely slows both sectors, especially government.Deceleration of revenue growth is definitely a negative for a company like this that does not enjoy high earnings. The revenues did rise 26% from last year, and the company's customer count increased to 304, up from 169 a year ago, but sequentially customer growth seems to be slowing. Palantir added 27 net new customers in the second quarter, with 19 net new commercial customers. We think it is important to note that the commercial space is doing well. The commercial revenue is expanding rapidly, increasing 132% in 2021, and here in Q2, it rose 46% year-over-year. That said, each earnings report it seems the year-over-year growth is a little less. Not great.The government business growth has just stalled. Here government revenue expanded to $263 million in revenue in Q2, rising 9% quarter-over-quarter. One positive is that health care (both in government and also commercial) has become a substantial and rapidly growing business, generating approximately $153 million in revenue in the first half of 2022, up from $42 million in the first half of 2020. Decent growth.Margins show good newsFor as much as the company seemed to have whiffed, there has been pockets of good news. Palantir is seeing very positive momentum in its margins. Positive movement in margins is important in a software company as it really highlights strengths, or weaknesses, in the way it distributes its products. Palantir is delivering here. Adjusted gross margin, (these are the margins which excludes the horrible dilutive stock-based compensation expenses) was 81%. The adjusted income from operations, excluding stock-based compensation and related employer payroll taxes, was $108 million, representing adjusted operating margin of 23% ahead of management's prior guidance of 20%.Palantir expenses are on the rise but cash flow is positive.While margins were solid, adjusted expenses are on the rise. Expenses were $365 million, up 11% sequentially. With the revenue number and higher expenses however, despite margins, led to a loss in the quarter. As mentioned adjusted earnings per share was a loss of $0.01. Some of this was that there was a $0.05 impact driven primarily by losses on securities held.The company also generated $62 million in cash from operations, and the adjusted free cash flow was $61 million. That was the seventh consecutive quarter of positive free cash flow. Over the last year Palantir generated $314 million in adjusted free cash flow. The balance sheet is anything but trash. The company still has a solid $2.4 billion in cash and cash equivalents and absolutely no debt. Now that said, the company did decide a few weeks ago to expand its revolving credit facility by adding a $450 million new incremental delayed draw term loan facility. Long story short, the company has liquidity if needed. Overall, they have an additional liquidity source up to $950 million and it remains entirely undrawn.The reason we explain that is this company is in no danger of any sort of bankruptcies. The investment might be horrible as sustained positive EPS remains elusive, but the balance sheet is nice.Palantir stock valuationWhen we look at the valuation of Palantir stock, the bottom line is the stock is expensive to own. Sure, looking at traditional price-to-earnings is futile, but if you did you would see a stock at like 170X FWD EPS. Very pricey. Perhaps the more appropriate measure is the price-to-sales ratio, but not only is this still very high, the market has basically said it is no longer willing to pay for sky high multiples here in 2022. Keep that in mind. At 10.4X sales, the stock is relatively cheaper than it has ever been, but it is still not \"cheap\" by any stretch at all. We like the cash flow metrics, though the price to cash flow is still about 70X.Guidance was more than disappointingThe biggest concern right now is not valuation, or the Q2 earnings results. Nor is it the fact that the stock has been a trash investment. The biggest issue right now is also not the never ending dilution (which stinks). It is not the broader market risk either. The largest issue is a slowdown in performance, the slowing growth of revenues, and continued reduced guidance including here in Q3. The Q3 guidance was pretty weak. For Q3 2022, the company \"expects revenue of between $474 million to $475 million\" which was way below consensus of $505 million. For the year, we are looking at nearly 5% lower revenues than expected. Ouch. For the year management guided \"revenue of $1.9 billion\" vs. consensus of $1.98 billion. Adjusted income from operations should be $341 million to $343 million.So, what is our take?We would be selling calls here on the next pop. The volatility is high here and premiums are hefty. On the next big downturn, sell puts a month or two out and out of the money. If assigned, turn right around and sell calls. Trade around the position. Palantir's growth is slowly fading, though still strong. We also think profitability is elusive. Dilution could continue so long that positive EPS becomes out of reach without future buybacks. Stick to trading the name, or buy a few shares and come back in 10 years.Take homeWe love that the company operates with no debt and has nice positive free cash flow. The company offers amazing solutions for government and businesses by using big data and using analytics to improve operations. But, investments in the stock have been trashed. Traders have won over and over again. While growth will continue, and the balance sheet is solid, we have to keep an eye on the pace of customer growth and contract values. On the next drawdown to the $8 range, we would be buyers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907431066,"gmtCreate":1660229434358,"gmtModify":1703499445763,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NIO 20230120 30.0 CALL\">$NIO 20230120 30.0 CALL$</a>lets get it goinggg","listText":"<a href=\"https://ttm.financial/OPT/NIO 20230120 30.0 CALL\">$NIO 20230120 30.0 CALL$</a>lets get it goinggg","text":"$NIO 20230120 30.0 CALL$lets get it goinggg","images":[{"img":"https://community-static.tradeup.com/news/b8b759613ada9657935f473b90f550e4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907431066","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9907433237,"gmtCreate":1660229396931,"gmtModify":1703499305366,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PACB\">$Pacific Biosciences of California(PACB)$</a>woww","listText":"<a href=\"https://ttm.financial/S/PACB\">$Pacific Biosciences of California(PACB)$</a>woww","text":"$Pacific Biosciences of California(PACB)$woww","images":[{"img":"https://community-static.tradeup.com/news/e03349b1a0781b299b659631d4117161","width":"1080","height":"1827"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907433237","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9904980745,"gmtCreate":1659973691289,"gmtModify":1703476539643,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904980745","repostId":"1179326728","repostType":4,"repost":{"id":"1179326728","pubTimestamp":1659972660,"share":"https://www.laohu8.com/m/news/1179326728?lang=&edition=full","pubTime":"2022-08-08 23:31","market":"us","language":"en","title":"7 Stocks to Avoid in a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1179326728","media":"InvestorPlace","summary":"While economic downturns bring opportunities for discount divers, it might be better to avoid these ","content":"<html><head></head><body><ul><li>While economic downturns bring opportunities for discount divers, it might be better to avoid these stocks in a recession.</li><li><b>Toll Brothers</b>(<b><u>TOL</u></b>): Since big-ticket items are usually out of the question during recessions, homebuilding firm Toll Brothers would be incredibly suspect.</li><li><b>Zillow</b>(<b><u>Z</u></b>,<b><u>ZG</u></b>): With rising interest rates pressuring would-be homebuyers, now’s not the time to consider Zillow.</li><li><b>Vroom</b>(<b><u>VRM</u></b>): Although cars represent a necessity, Vroom’s premium on its delivery services makes VRM one of the worst stocks to buy in a recession.</li><li><b>Signet Jewelers</b>(<b><u>SIG</u></b>): With some evidence correlating economic downturns with reduced marriages, Signet Jewelers may be one of the worst stocks to buy in a recession.</li><li><b>Macy’s</b>(<b><u>M</u></b>): As inflation forces households to focus their spending on the essentials, department store giant Macy’s faces an uphill battle.</li><li><b>Ruth’s Hospitality Group</b>(<b><u>RUTH</u></b>): Economic downturns pose huge challenges for premium restaurants, hurting prospects for Ruth’s Hospitality Group.</li><li><b>Lindblad Expeditions</b>(<b><u>LIND</u></b>): With money tight during a recession, fewer people will seek exotic vacations, thus challenging Lindblad Expeditions.</li></ul><p>With recent indicators suggesting that the U.S. is in the middle of a downturn, interest regarding stocks to avoid in a recession has naturally picked up. Though contrarianism is an exciting concept, in many cases, it’s better not to fight the tape. Here, large-scale fundamentals along with common sense are your best friends.</p><p>During the second quarter, the U.S. economy shrank by 0.9%, representing the second consecutive quarter where the economy has contracted. During Q1, the gross domestic product decreased at an annualized rate of 1.6%. Interestingly, while many analysts regard two quarters of back-to-back red ink as a recessionary slump, it’s not an official definition. Nevertheless, investors need to pay attention to the worst stocks to buy in a recession.</p><p>While the non-profit, non-partisan National Bureau of Economic Research will make the official determination of a recession, investors shouldn’t wait for such confirmation. Instead, it’s best to think about protecting your portfolio right now. To help strategize your next moves, take some pieces off the board by being cognizant of the worst stocks to buy in a recession.</p><p><b>Stocks to Avoid in a Recession: Toll Brothers (TOL)</b></p><p>One of the easiest names to identify as a stock to avoid in a recession is homebuilding specialist <b>Toll Brothers</b>(NYSE:<b><u>TOL</u></b>). While people with means saw real estate as an intuitive opportunity last year during a monetary ecosystem of low interest rates, this year, the Federal Reserve’s commitment to attacking inflation with raised borrowing costs bodes poorly for TOL and similar investments.</p><p>The cancellation rate among homebuilders reach 14.5% in June, implying a growing number of people concerned about higher interest rates and the impact they could have on economic viability. As if that news wasn’t bad enough, pending home sales slipped 20%in June versus a year earlier as soaring mortgage rates began taking a toll on Toll Brothers.</p><p>While shares have moved up slightly in the trailing month, the momentum could be largely based on misguided contrarian trading. Fundamentally, higher borrowing costs don’t provide a favorable backdrop for homebuilders, making TOL one of the worst stocks to buy in a recession.</p><p><b>Zillow (Z, ZG)</b></p><p>Although one of the beneficiaries of the initial dynamics associated with Covid-19, <b>Zillow</b>(NASDAQ:<b><u>Z</u></b>, NASDAQ:<b><u>ZG</u></b>) – a technology-driven real estate marketplace firm – is now an embattled organization. On a year-to-date basis, shares of the company’s Class C stock slipped 45%. Zillow’s Class A shares didn’t fare much better, down over 43% during the same period.</p><p>As with Toll Brothers above, the headwinds of higher interest rates and concerns about underlying economic stability represent major distractions for Zillow. Recently, the Federal Reserve lifted the benchmark interest rate by 75 basis points, essentially exacerbating the affordability crisis for prospective homebuyers. In addition, sellers who rushed into the arena may be stubborn about lowering prices, considering that they heard so many stories about buyers bidding up prices well above asking last year.</p><p>In addition, the increasing number of layoffs– especially in the tech sector – suggests that even folks who have the money to participate in real estate are going to back off. If the economy stumbles, there will be better discounts to be had. Thus, Zillow is one of the worst stocks to buy in a recession.</p><p><b>Stocks to Avoid in a Recession: Vroom (VRM)</b></p><p>During any period of economic pressure, purchases toward big-ticket items – homes, cars, boats – are incredibly suspect for obvious reasons. With money harder to come by during deflationary cycles, it’s irresponsible to open your wallet to an unnecessary magnitude. Therefore, this dynamic hurts the case for online used-car retailer <b>Vroom</b>(NASDAQ:<b><u>VRM</u></b>).</p><p>On the other hand, people need cars. According to data cited by the World Economic Forum,76% of American commuters use their personal vehicles to move between home and work, making it the most popular mode of transportation in the U.S. By logical deduction, if the majority of employers recall their workers back to the office, demand for car wills likely increase.</p><p>Therefore, I see both sides of the issue when it comes to the used-car segment. However, VRM is probably one of the worst stocks to buy in a recession because the underlying company must charge a premium for the convenience of delivery services. It’s one cost structure that traditional dealerships don’t have to bother with, making Vroom unfortunately uncompetitive.</p><p><b>Signet Jewelers (SIG)</b></p><p>Emblematic of the human desire for connection and socialization,<b>Signet Jewelers</b>(NYSE:<b><u>SIG</u></b>) may be an ideal choice for investors when underlying circumstances are bullish. Billed as the world’s largest retailer of diamond jewelry, Signet operates under various brands, like Kay Jewelers, Zales and Jared. When people feel good about their finances, they may be more inclined to pop the question to their future life partners.</p><p>But what happens when economic circumstances sour? It’s a complicated issue. Some evidence indicates that as recessions materialize, both divorces and marriage proposals decline, eventually rising when the good times return. However, when it comes to divorces, recessions can both increase breakups due to rising stress and reduce them through exacerbating cost barriers.</p><p>Again, it’s a complicated backdrop. But in my estimation, recessions aren’t great for family planning-related endeavors. Therefore, I would have to peg SIG as one of the worst stocks to buy in a recession.</p><p><b>Stocks to Avoid in a Recession: Macy’s (M)</b></p><p>Based on the available evidence, department store icon <b>Macy’s</b>(NYSE:<b><u>M</u></b>) is sadly one of the worst stocks to buy in a recession. Perhaps the best insight as to why comes from <b>Walmart</b>(NYSE:<b><u>WMT</u></b>). Recently, the CEO of the big-box retailer, Doug McMillon, had this to say about his company:</p><blockquote>The increasing levels of food and fuel inflation are affecting how consumers spend, and while we’ve made good progress clearing hardline categories, apparel in Walmart U.S. is requiring more markdown dollars. We’re now anticipating more pressure on general merchandise in the back half; however, we’re encouraged by the start we’re seeing on school supplies.</blockquote><p>Here’s why the above assessment is problematic for Macy’s and its ilk. Essentially, Walmart is saying that consumers are spending money on the essentials, such as education-related products. However, when it comes to discretionary items like apparel, Walmart is having trouble offloading them.</p><p>Likely, this matter will be even more challenging for Macy’s, which usually deals with higher-end discretionary goods. Therefore, M is one of the worst stocks to buy in a recession.</p><p><b>Ruth’s Hospitality Group (RUTH)</b></p><p>Back when the Covid-19 crisis initially capsized the U.S. economy, <b>Ruth’s Hospitality Group</b>(NASDAQ:<b><u>RUTH</u></b>) – which owns Ruth’s Chris Steak House – suffered a catastrophic drop. With the pandemic forcing government agencies to temporarily shut down non-essential businesses, premium-level restaurateurs faced enormous competition.</p><p>Part of the allure of going to a fancy restaurant is the social experience. Therefore, when various jurisdictions relaxed Covid protocols, RUTH rebounded. However, as inflation rises and economic anxieties mount, investors are starting to have a dim view on the company. Since the start of the year, RUTH is down nearly 9%.</p><p>While it’s difficult to say with absolute certainty that RUTH is one of the worst stocks to buy in a recession, some evidence suggests that the eateries sector will experience a“trade-down market” effect. Basically, consumers will spend down a level or two, making the higher-priced restaurants struggle.</p><p><b>Stocks to Avoid in a Recession: Lindblad Expeditions (LIND)</b></p><p>Specializing in unique vacation experiences, <b>Lindblad Expeditions</b>(NASDAQ:<b><u>LIND</u></b>) facilitates trips to Antarctica and other extreme bucket list destinations. However, with money getting tight, LIND may be one of the worst stocks to buy in a recession.</p><p>Indeed, there’s an argument to be made that Lindblad is a value trap. Sure, LIND may be down more than 45% YTD, initially attracting discount divers to the mix. In addition, certain financial performance metrics – such as growth in the first quarter of this year being nearly 38x – seemingly justify the positive speculation.</p><p>However, Q1’s extraordinary year-over-year growth rate only happened because in the year-ago quarter, sales were only $1.8 million. Further, on a trailing-12-month basis, the revenue tally of $213.2 million is significantly below the run rate seen in 2018 and 2019, which averaged $326.4 million.</p><p>Should economic challenges rise, the expenses associated with Lindblad-facilitated vacations will probably be too much for most consumers to handle.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks to Avoid in a Recession</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Stocks to Avoid in a Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/stocks-to-avoid-in-a-recession/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While economic downturns bring opportunities for discount divers, it might be better to avoid these stocks in a recession.Toll Brothers(TOL): Since big-ticket items are usually out of the question ...</p>\n\n<a href=\"https://investorplace.com/2022/08/stocks-to-avoid-in-a-recession/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TOL":"托尔兄弟","Z":"Zillow","M":"梅西百货","RUTH":"鲁斯集团","SIG":"西格内特珠宝","VRM":"Vroom, Inc.","LIND":"Lindblad Expeditions Holdings Inc"},"source_url":"https://investorplace.com/2022/08/stocks-to-avoid-in-a-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179326728","content_text":"While economic downturns bring opportunities for discount divers, it might be better to avoid these stocks in a recession.Toll Brothers(TOL): Since big-ticket items are usually out of the question during recessions, homebuilding firm Toll Brothers would be incredibly suspect.Zillow(Z,ZG): With rising interest rates pressuring would-be homebuyers, now’s not the time to consider Zillow.Vroom(VRM): Although cars represent a necessity, Vroom’s premium on its delivery services makes VRM one of the worst stocks to buy in a recession.Signet Jewelers(SIG): With some evidence correlating economic downturns with reduced marriages, Signet Jewelers may be one of the worst stocks to buy in a recession.Macy’s(M): As inflation forces households to focus their spending on the essentials, department store giant Macy’s faces an uphill battle.Ruth’s Hospitality Group(RUTH): Economic downturns pose huge challenges for premium restaurants, hurting prospects for Ruth’s Hospitality Group.Lindblad Expeditions(LIND): With money tight during a recession, fewer people will seek exotic vacations, thus challenging Lindblad Expeditions.With recent indicators suggesting that the U.S. is in the middle of a downturn, interest regarding stocks to avoid in a recession has naturally picked up. Though contrarianism is an exciting concept, in many cases, it’s better not to fight the tape. Here, large-scale fundamentals along with common sense are your best friends.During the second quarter, the U.S. economy shrank by 0.9%, representing the second consecutive quarter where the economy has contracted. During Q1, the gross domestic product decreased at an annualized rate of 1.6%. Interestingly, while many analysts regard two quarters of back-to-back red ink as a recessionary slump, it’s not an official definition. Nevertheless, investors need to pay attention to the worst stocks to buy in a recession.While the non-profit, non-partisan National Bureau of Economic Research will make the official determination of a recession, investors shouldn’t wait for such confirmation. Instead, it’s best to think about protecting your portfolio right now. To help strategize your next moves, take some pieces off the board by being cognizant of the worst stocks to buy in a recession.Stocks to Avoid in a Recession: Toll Brothers (TOL)One of the easiest names to identify as a stock to avoid in a recession is homebuilding specialist Toll Brothers(NYSE:TOL). While people with means saw real estate as an intuitive opportunity last year during a monetary ecosystem of low interest rates, this year, the Federal Reserve’s commitment to attacking inflation with raised borrowing costs bodes poorly for TOL and similar investments.The cancellation rate among homebuilders reach 14.5% in June, implying a growing number of people concerned about higher interest rates and the impact they could have on economic viability. As if that news wasn’t bad enough, pending home sales slipped 20%in June versus a year earlier as soaring mortgage rates began taking a toll on Toll Brothers.While shares have moved up slightly in the trailing month, the momentum could be largely based on misguided contrarian trading. Fundamentally, higher borrowing costs don’t provide a favorable backdrop for homebuilders, making TOL one of the worst stocks to buy in a recession.Zillow (Z, ZG)Although one of the beneficiaries of the initial dynamics associated with Covid-19, Zillow(NASDAQ:Z, NASDAQ:ZG) – a technology-driven real estate marketplace firm – is now an embattled organization. On a year-to-date basis, shares of the company’s Class C stock slipped 45%. Zillow’s Class A shares didn’t fare much better, down over 43% during the same period.As with Toll Brothers above, the headwinds of higher interest rates and concerns about underlying economic stability represent major distractions for Zillow. Recently, the Federal Reserve lifted the benchmark interest rate by 75 basis points, essentially exacerbating the affordability crisis for prospective homebuyers. In addition, sellers who rushed into the arena may be stubborn about lowering prices, considering that they heard so many stories about buyers bidding up prices well above asking last year.In addition, the increasing number of layoffs– especially in the tech sector – suggests that even folks who have the money to participate in real estate are going to back off. If the economy stumbles, there will be better discounts to be had. Thus, Zillow is one of the worst stocks to buy in a recession.Stocks to Avoid in a Recession: Vroom (VRM)During any period of economic pressure, purchases toward big-ticket items – homes, cars, boats – are incredibly suspect for obvious reasons. With money harder to come by during deflationary cycles, it’s irresponsible to open your wallet to an unnecessary magnitude. Therefore, this dynamic hurts the case for online used-car retailer Vroom(NASDAQ:VRM).On the other hand, people need cars. According to data cited by the World Economic Forum,76% of American commuters use their personal vehicles to move between home and work, making it the most popular mode of transportation in the U.S. By logical deduction, if the majority of employers recall their workers back to the office, demand for car wills likely increase.Therefore, I see both sides of the issue when it comes to the used-car segment. However, VRM is probably one of the worst stocks to buy in a recession because the underlying company must charge a premium for the convenience of delivery services. It’s one cost structure that traditional dealerships don’t have to bother with, making Vroom unfortunately uncompetitive.Signet Jewelers (SIG)Emblematic of the human desire for connection and socialization,Signet Jewelers(NYSE:SIG) may be an ideal choice for investors when underlying circumstances are bullish. Billed as the world’s largest retailer of diamond jewelry, Signet operates under various brands, like Kay Jewelers, Zales and Jared. When people feel good about their finances, they may be more inclined to pop the question to their future life partners.But what happens when economic circumstances sour? It’s a complicated issue. Some evidence indicates that as recessions materialize, both divorces and marriage proposals decline, eventually rising when the good times return. However, when it comes to divorces, recessions can both increase breakups due to rising stress and reduce them through exacerbating cost barriers.Again, it’s a complicated backdrop. But in my estimation, recessions aren’t great for family planning-related endeavors. Therefore, I would have to peg SIG as one of the worst stocks to buy in a recession.Stocks to Avoid in a Recession: Macy’s (M)Based on the available evidence, department store icon Macy’s(NYSE:M) is sadly one of the worst stocks to buy in a recession. Perhaps the best insight as to why comes from Walmart(NYSE:WMT). Recently, the CEO of the big-box retailer, Doug McMillon, had this to say about his company:The increasing levels of food and fuel inflation are affecting how consumers spend, and while we’ve made good progress clearing hardline categories, apparel in Walmart U.S. is requiring more markdown dollars. We’re now anticipating more pressure on general merchandise in the back half; however, we’re encouraged by the start we’re seeing on school supplies.Here’s why the above assessment is problematic for Macy’s and its ilk. Essentially, Walmart is saying that consumers are spending money on the essentials, such as education-related products. However, when it comes to discretionary items like apparel, Walmart is having trouble offloading them.Likely, this matter will be even more challenging for Macy’s, which usually deals with higher-end discretionary goods. Therefore, M is one of the worst stocks to buy in a recession.Ruth’s Hospitality Group (RUTH)Back when the Covid-19 crisis initially capsized the U.S. economy, Ruth’s Hospitality Group(NASDAQ:RUTH) – which owns Ruth’s Chris Steak House – suffered a catastrophic drop. With the pandemic forcing government agencies to temporarily shut down non-essential businesses, premium-level restaurateurs faced enormous competition.Part of the allure of going to a fancy restaurant is the social experience. Therefore, when various jurisdictions relaxed Covid protocols, RUTH rebounded. However, as inflation rises and economic anxieties mount, investors are starting to have a dim view on the company. Since the start of the year, RUTH is down nearly 9%.While it’s difficult to say with absolute certainty that RUTH is one of the worst stocks to buy in a recession, some evidence suggests that the eateries sector will experience a“trade-down market” effect. Basically, consumers will spend down a level or two, making the higher-priced restaurants struggle.Stocks to Avoid in a Recession: Lindblad Expeditions (LIND)Specializing in unique vacation experiences, Lindblad Expeditions(NASDAQ:LIND) facilitates trips to Antarctica and other extreme bucket list destinations. However, with money getting tight, LIND may be one of the worst stocks to buy in a recession.Indeed, there’s an argument to be made that Lindblad is a value trap. Sure, LIND may be down more than 45% YTD, initially attracting discount divers to the mix. In addition, certain financial performance metrics – such as growth in the first quarter of this year being nearly 38x – seemingly justify the positive speculation.However, Q1’s extraordinary year-over-year growth rate only happened because in the year-ago quarter, sales were only $1.8 million. Further, on a trailing-12-month basis, the revenue tally of $213.2 million is significantly below the run rate seen in 2018 and 2019, which averaged $326.4 million.Should economic challenges rise, the expenses associated with Lindblad-facilitated vacations will probably be too much for most consumers to 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70$","images":[{"img":"https://static.tigerbbs.com/9f239a251e73ef76dc731601d8712e94","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/160767724","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018684350,"gmtCreate":1649032865086,"gmtModify":1676534438735,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Oh wowwww shocking news","listText":"Oh wowwww shocking news","text":"Oh wowwww shocking news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018684350","repostId":"1117420101","repostType":4,"repost":{"id":"1117420101","pubTimestamp":1649029947,"share":"https://www.laohu8.com/m/news/1117420101?lang=&edition=full","pubTime":"2022-04-04 07:52","market":"us","language":"en","title":"Facebook Makes a Big Controversial Change","url":"https://stock-news.laohu8.com/highlight/detail?id=1117420101","media":"The Street","summary":"Facebook has made a lot of changes since the Covid-19 pandemic. The most important of these is undou","content":"<html><head></head><body><p>Facebook has made a lot of changes since the Covid-19 pandemic. The most important of these is undoubtedly the change in the name of the company. Since October, Facebook is now called Meta Platforms(<b>FB</b>).</p><p>The decision is aimed at two things: trying to put behind the incessant controversies and scandals linked to its practices both in terms of user data management and content moderation. The other objective displayed by CEO Mark Zuckerberg is to make it clear that the future of the company rests on the metaverse, a virtual world in which we are called upon to interact via our avatars and tech tools such as virtual reality headsets. Facebookmanufacturesone -- Oculus.</p><p>Despite the mockery and financial losses linked to the metaverse, Zuckerberg continues to defend this strategic shift.</p><p>The other important change was made recently when Facebook-Meta announced to its employees that they will be called &#34;metamates&#34; from now on.</p><p>&#34;Meta, Metamates, Me is about being good stewards of our company and mission,&#34; Zuckerberg said in February. “It’s about the sense of responsibility we have for our collective success and to each other as teammates. It’s about taking care of our company and each other.”</p><p>No Need for a Covid-19 Booster Shot to Return to The Office</p><p>At the same time, ZuckerbergpromotedNick Clegg, the former British deputy prime minister, as president for global affairs. Basically, Clegg is the face and voice of Meta-Facebook. He now manages relations with politicians and crafts the group&#39;s message and image to the outside world. We saw this new dynamic at work with the Russian invasion of Ukraine. Clegg is the one who manages Facebook&#39;s communication, especially in the showdown with Russia, which is seeking to win the communication war against Ukraine.</p><p>As the economy has reopened and businesses across the world try to return to some semblance of normalcy by getting their employees back to the office, Facebook is taking it a step further.</p><p>The owner of Instagram, WhatsApp and Facebook has just announced to its employees that they do not need a Covid-19 booster or third dose of Covid-19 vaccine to return to the office.</p><p>“We updated our requirements in early March to align with CDC guidance and now COVID-19 boosters are no longer required for entry, though strongly recommended,&#34; Tracey Clayton, a Meta company spokesperson told TheStreet in an email statement.</p><p>&#34;The primary vaccination requirement (1- or 2-shot series) remains in place,&#34; Clayton added, without further details.</p><p>The change in policy vis-à-vis Covid-19 diverges, for example, with what neighbor and competitor Apple (<b>AAPL</b>) is doing. The iPhone maker continues to require its employees to submit proof that they received a Covid-19 booster shot to enter the office, The Verge wrote in January.</p><p>Twitter Is Split Over Facebook&#39;s Decision</p><p>While waiting to see the reaction of Meta employees in the coming days, the decision is divided on social media and in particular on Twitter. There are those who feel that one should ignore what the company is doing and continue to listen to the health authorities. In a nutshell, users recommend Meta employees to take a Covid-19 booster.</p><p>&#34;Be sure to listen to your government and get your boosters everyone,&#34; one user on Twitter commented.</p><p>&#34;No. U get it,&#34; another user posted.</p><p>Other users seemed relieved that Meta had relaxed its restrictions.</p><p>&#34;I&#39;m glad Meta made the right move $FB,&#34; a user commented.</p><p>Covid-19 infections are on the decline in California, where Meta-Facebook is headquartered. According to data from The New York Times, 76% of the population 5 years old and up is fully vaccinated, while 35% has received a booster shot.</p><p>&#34;An average of 2,936 cases per day were reported in California in the last week. Cases have decreased by 25 percent from the average two weeks ago. Deaths have decreased by 52 percent,&#34; according to an update of the data as of April 2.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Makes a Big Controversial Change</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Makes a Big Controversial Change\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-04 07:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/technology/facebook-makes-a-big-controversial-change><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facebook has made a lot of changes since the Covid-19 pandemic. The most important of these is undoubtedly the change in the name of the company. Since October, Facebook is now called Meta Platforms(...</p>\n\n<a href=\"https://www.thestreet.com/technology/facebook-makes-a-big-controversial-change\">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.thestreet.com/technology/facebook-makes-a-big-controversial-change","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117420101","content_text":"Facebook has made a lot of changes since the Covid-19 pandemic. The most important of these is undoubtedly the change in the name of the company. Since October, Facebook is now called Meta Platforms(FB).The decision is aimed at two things: trying to put behind the incessant controversies and scandals linked to its practices both in terms of user data management and content moderation. The other objective displayed by CEO Mark Zuckerberg is to make it clear that the future of the company rests on the metaverse, a virtual world in which we are called upon to interact via our avatars and tech tools such as virtual reality headsets. Facebookmanufacturesone -- Oculus.Despite the mockery and financial losses linked to the metaverse, Zuckerberg continues to defend this strategic shift.The other important change was made recently when Facebook-Meta announced to its employees that they will be called \"metamates\" from now on.\"Meta, Metamates, Me is about being good stewards of our company and mission,\" Zuckerberg said in February. “It’s about the sense of responsibility we have for our collective success and to each other as teammates. It’s about taking care of our company and each other.”No Need for a Covid-19 Booster Shot to Return to The OfficeAt the same time, ZuckerbergpromotedNick Clegg, the former British deputy prime minister, as president for global affairs. Basically, Clegg is the face and voice of Meta-Facebook. He now manages relations with politicians and crafts the group's message and image to the outside world. We saw this new dynamic at work with the Russian invasion of Ukraine. Clegg is the one who manages Facebook's communication, especially in the showdown with Russia, which is seeking to win the communication war against Ukraine.As the economy has reopened and businesses across the world try to return to some semblance of normalcy by getting their employees back to the office, Facebook is taking it a step further.The owner of Instagram, WhatsApp and Facebook has just announced to its employees that they do not need a Covid-19 booster or third dose of Covid-19 vaccine to return to the office.“We updated our requirements in early March to align with CDC guidance and now COVID-19 boosters are no longer required for entry, though strongly recommended,\" Tracey Clayton, a Meta company spokesperson told TheStreet in an email statement.\"The primary vaccination requirement (1- or 2-shot series) remains in place,\" Clayton added, without further details.The change in policy vis-à-vis Covid-19 diverges, for example, with what neighbor and competitor Apple (AAPL) is doing. The iPhone maker continues to require its employees to submit proof that they received a Covid-19 booster shot to enter the office, The Verge wrote in January.Twitter Is Split Over Facebook's DecisionWhile waiting to see the reaction of Meta employees in the coming days, the decision is divided on social media and in particular on Twitter. There are those who feel that one should ignore what the company is doing and continue to listen to the health authorities. In a nutshell, users recommend Meta employees to take a Covid-19 booster.\"Be sure to listen to your government and get your boosters everyone,\" one user on Twitter commented.\"No. U get it,\" another user posted.Other users seemed relieved that Meta had relaxed its restrictions.\"I'm glad Meta made the right move $FB,\" a user commented.Covid-19 infections are on the decline in California, where Meta-Facebook is headquartered. According to data from The New York Times, 76% of the population 5 years old and up is fully vaccinated, while 35% has received a booster shot.\"An average of 2,936 cases per day were reported in California in the last week. Cases have decreased by 25 percent from the average two weeks ago. Deaths have decreased by 52 percent,\" according to an update of the data as of April 2.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015421343,"gmtCreate":1649547584726,"gmtModify":1676534526696,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>buy the dip","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>buy the dip","text":"$NIO Inc.(NIO)$buy the 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href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>bear is coming","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>bear is coming","text":"$AMC Entertainment(AMC)$bear is coming","images":[{"img":"https://community-static.tradeup.com/news/4ec96a1d0554c48e46b715df819236c1","width":"1080","height":"1827"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904980897","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9085094919,"gmtCreate":1650614600040,"gmtModify":1676534764151,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a>hodl","listText":"<a 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moooon","images":[{"img":"https://static.tigerbbs.com/b9c64494580f964d6056e5897f4daa60","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186109089","isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993737502,"gmtCreate":1660731847108,"gmtModify":1676536388230,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"To the moon we gooooo!&nbsp;","listText":"To the moon we gooooo!&nbsp;","text":"To the moon we gooooo!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993737502","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999700746,"gmtCreate":1660577963587,"gmtModify":1676535800430,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999700746","repostId":"1101167063","repostType":4,"repost":{"id":"1101167063","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1660573295,"share":"https://www.laohu8.com/m/news/1101167063?lang=&edition=full","pubTime":"2022-08-15 22:21","market":"us","language":"en","title":"Disney Shares Jumped 1.34% as Dan Loeb’s Third Point Takes New Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1101167063","media":"Tiger Newspress","summary":"Daniel Loeb’s Third Point has take a new stake in Disney, according to a letter to investors obtaine","content":"<html><head></head><body><p>Daniel Loeb’s Third Point has take a new stake in Disney, according to a letter to investors obtained by CNBC’s David Faber.</p><p>The shares jumped 1.34% on the news.<img src=\"https://static.tigerbbs.com/e8b128e794379167082593306324fb17\" tg-width=\"833\" tg-height=\"833\" width=\"100%\" height=\"auto\"/>In a letter to Disney CEO Bob Chapek, Loeb used the company to “make every attempt” to acquire Comcast’s remaining minority stake prior to the contractual deadline in early 2024.</p><p>“We believe that it would even be prudent for Disney to pay a modest premium to accelerate the integration,” Loeb said in the letter.</p><p>Loeb also said he believes there is a strong case that the ESPN business should be spun off.</p><p>Disney justcame off a strong quarterwith its streaming subscriber growth blowing past estimates. Disney also posted better-than-expected results on both the top and bottom line, bolstered by increased spending at its domestic theme parks.</p><p>ESPN+ has become a stronger product in the past year as Disney moves more exclusive live games to the service. Disney said last month it raise the price of ESPN+ to $9.99 per month from $6.99 per month starting Aug. 23,the largest price increase to date.</p><p>The activist investor has a history of investing in the media giant. He had held a stake for two years from 2020 to early 2022, pushing Disney to ramp up its streaming services.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney Shares Jumped 1.34% as Dan Loeb’s Third Point Takes New Stake</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\">\nDisney Shares Jumped 1.34% as Dan Loeb’s Third Point Takes New Stake\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-15 22:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Daniel Loeb’s Third Point has take a new stake in Disney, according to a letter to investors obtained by CNBC’s David Faber.</p><p>The shares jumped 1.34% on the news.<img src=\"https://static.tigerbbs.com/e8b128e794379167082593306324fb17\" tg-width=\"833\" tg-height=\"833\" width=\"100%\" height=\"auto\"/>In a letter to Disney CEO Bob Chapek, Loeb used the company to “make every attempt” to acquire Comcast’s remaining minority stake prior to the contractual deadline in early 2024.</p><p>“We believe that it would even be prudent for Disney to pay a modest premium to accelerate the integration,” Loeb said in the letter.</p><p>Loeb also said he believes there is a strong case that the ESPN business should be spun off.</p><p>Disney justcame off a strong quarterwith its streaming subscriber growth blowing past estimates. Disney also posted better-than-expected results on both the top and bottom line, bolstered by increased spending at its domestic theme parks.</p><p>ESPN+ has become a stronger product in the past year as Disney moves more exclusive live games to the service. Disney said last month it raise the price of ESPN+ to $9.99 per month from $6.99 per month starting Aug. 23,the largest price increase to date.</p><p>The activist investor has a history of investing in the media giant. He had held a stake for two years from 2020 to early 2022, pushing Disney to ramp up its streaming services.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101167063","content_text":"Daniel Loeb’s Third Point has take a new stake in Disney, according to a letter to investors obtained by CNBC’s David Faber.The shares jumped 1.34% on the news.In a letter to Disney CEO Bob Chapek, Loeb used the company to “make every attempt” to acquire Comcast’s remaining minority stake prior to the contractual deadline in early 2024.“We believe that it would even be prudent for Disney to pay a modest premium to accelerate the integration,” Loeb said in the letter.Loeb also said he believes there is a strong case that the ESPN business should be spun off.Disney justcame off a strong quarterwith its streaming subscriber growth blowing past estimates. Disney also posted better-than-expected results on both the top and bottom line, bolstered by increased spending at its domestic theme parks.ESPN+ has become a stronger product in the past year as Disney moves more exclusive live games to the service. Disney said last month it raise the price of ESPN+ to $9.99 per month from $6.99 per month starting Aug. 23,the largest price increase to date.The activist investor has a history of investing in the media giant. He had held a stake for two years from 2020 to early 2022, pushing Disney to ramp up its streaming services.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904980235,"gmtCreate":1659973669430,"gmtModify":1703476539142,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904980235","repostId":"1179326728","repostType":4,"repost":{"id":"1179326728","pubTimestamp":1659972660,"share":"https://www.laohu8.com/m/news/1179326728?lang=&edition=full","pubTime":"2022-08-08 23:31","market":"us","language":"en","title":"7 Stocks to Avoid in a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1179326728","media":"InvestorPlace","summary":"While economic downturns bring opportunities for discount divers, it might be better to avoid these ","content":"<html><head></head><body><ul><li>While economic downturns bring opportunities for discount divers, it might be better to avoid these stocks in a recession.</li><li><b>Toll Brothers</b>(<b><u>TOL</u></b>): Since big-ticket items are usually out of the question during recessions, homebuilding firm Toll Brothers would be incredibly suspect.</li><li><b>Zillow</b>(<b><u>Z</u></b>,<b><u>ZG</u></b>): With rising interest rates pressuring would-be homebuyers, now’s not the time to consider Zillow.</li><li><b>Vroom</b>(<b><u>VRM</u></b>): Although cars represent a necessity, Vroom’s premium on its delivery services makes VRM one of the worst stocks to buy in a recession.</li><li><b>Signet Jewelers</b>(<b><u>SIG</u></b>): With some evidence correlating economic downturns with reduced marriages, Signet Jewelers may be one of the worst stocks to buy in a recession.</li><li><b>Macy’s</b>(<b><u>M</u></b>): As inflation forces households to focus their spending on the essentials, department store giant Macy’s faces an uphill battle.</li><li><b>Ruth’s Hospitality Group</b>(<b><u>RUTH</u></b>): Economic downturns pose huge challenges for premium restaurants, hurting prospects for Ruth’s Hospitality Group.</li><li><b>Lindblad Expeditions</b>(<b><u>LIND</u></b>): With money tight during a recession, fewer people will seek exotic vacations, thus challenging Lindblad Expeditions.</li></ul><p>With recent indicators suggesting that the U.S. is in the middle of a downturn, interest regarding stocks to avoid in a recession has naturally picked up. Though contrarianism is an exciting concept, in many cases, it’s better not to fight the tape. Here, large-scale fundamentals along with common sense are your best friends.</p><p>During the second quarter, the U.S. economy shrank by 0.9%, representing the second consecutive quarter where the economy has contracted. During Q1, the gross domestic product decreased at an annualized rate of 1.6%. Interestingly, while many analysts regard two quarters of back-to-back red ink as a recessionary slump, it’s not an official definition. Nevertheless, investors need to pay attention to the worst stocks to buy in a recession.</p><p>While the non-profit, non-partisan National Bureau of Economic Research will make the official determination of a recession, investors shouldn’t wait for such confirmation. Instead, it’s best to think about protecting your portfolio right now. To help strategize your next moves, take some pieces off the board by being cognizant of the worst stocks to buy in a recession.</p><p><b>Stocks to Avoid in a Recession: Toll Brothers (TOL)</b></p><p>One of the easiest names to identify as a stock to avoid in a recession is homebuilding specialist <b>Toll Brothers</b>(NYSE:<b><u>TOL</u></b>). While people with means saw real estate as an intuitive opportunity last year during a monetary ecosystem of low interest rates, this year, the Federal Reserve’s commitment to attacking inflation with raised borrowing costs bodes poorly for TOL and similar investments.</p><p>The cancellation rate among homebuilders reach 14.5% in June, implying a growing number of people concerned about higher interest rates and the impact they could have on economic viability. As if that news wasn’t bad enough, pending home sales slipped 20%in June versus a year earlier as soaring mortgage rates began taking a toll on Toll Brothers.</p><p>While shares have moved up slightly in the trailing month, the momentum could be largely based on misguided contrarian trading. Fundamentally, higher borrowing costs don’t provide a favorable backdrop for homebuilders, making TOL one of the worst stocks to buy in a recession.</p><p><b>Zillow (Z, ZG)</b></p><p>Although one of the beneficiaries of the initial dynamics associated with Covid-19, <b>Zillow</b>(NASDAQ:<b><u>Z</u></b>, NASDAQ:<b><u>ZG</u></b>) – a technology-driven real estate marketplace firm – is now an embattled organization. On a year-to-date basis, shares of the company’s Class C stock slipped 45%. Zillow’s Class A shares didn’t fare much better, down over 43% during the same period.</p><p>As with Toll Brothers above, the headwinds of higher interest rates and concerns about underlying economic stability represent major distractions for Zillow. Recently, the Federal Reserve lifted the benchmark interest rate by 75 basis points, essentially exacerbating the affordability crisis for prospective homebuyers. In addition, sellers who rushed into the arena may be stubborn about lowering prices, considering that they heard so many stories about buyers bidding up prices well above asking last year.</p><p>In addition, the increasing number of layoffs– especially in the tech sector – suggests that even folks who have the money to participate in real estate are going to back off. If the economy stumbles, there will be better discounts to be had. Thus, Zillow is one of the worst stocks to buy in a recession.</p><p><b>Stocks to Avoid in a Recession: Vroom (VRM)</b></p><p>During any period of economic pressure, purchases toward big-ticket items – homes, cars, boats – are incredibly suspect for obvious reasons. With money harder to come by during deflationary cycles, it’s irresponsible to open your wallet to an unnecessary magnitude. Therefore, this dynamic hurts the case for online used-car retailer <b>Vroom</b>(NASDAQ:<b><u>VRM</u></b>).</p><p>On the other hand, people need cars. According to data cited by the World Economic Forum,76% of American commuters use their personal vehicles to move between home and work, making it the most popular mode of transportation in the U.S. By logical deduction, if the majority of employers recall their workers back to the office, demand for car wills likely increase.</p><p>Therefore, I see both sides of the issue when it comes to the used-car segment. However, VRM is probably one of the worst stocks to buy in a recession because the underlying company must charge a premium for the convenience of delivery services. It’s one cost structure that traditional dealerships don’t have to bother with, making Vroom unfortunately uncompetitive.</p><p><b>Signet Jewelers (SIG)</b></p><p>Emblematic of the human desire for connection and socialization,<b>Signet Jewelers</b>(NYSE:<b><u>SIG</u></b>) may be an ideal choice for investors when underlying circumstances are bullish. Billed as the world’s largest retailer of diamond jewelry, Signet operates under various brands, like Kay Jewelers, Zales and Jared. When people feel good about their finances, they may be more inclined to pop the question to their future life partners.</p><p>But what happens when economic circumstances sour? It’s a complicated issue. Some evidence indicates that as recessions materialize, both divorces and marriage proposals decline, eventually rising when the good times return. However, when it comes to divorces, recessions can both increase breakups due to rising stress and reduce them through exacerbating cost barriers.</p><p>Again, it’s a complicated backdrop. But in my estimation, recessions aren’t great for family planning-related endeavors. Therefore, I would have to peg SIG as one of the worst stocks to buy in a recession.</p><p><b>Stocks to Avoid in a Recession: Macy’s (M)</b></p><p>Based on the available evidence, department store icon <b>Macy’s</b>(NYSE:<b><u>M</u></b>) is sadly one of the worst stocks to buy in a recession. Perhaps the best insight as to why comes from <b>Walmart</b>(NYSE:<b><u>WMT</u></b>). Recently, the CEO of the big-box retailer, Doug McMillon, had this to say about his company:</p><blockquote>The increasing levels of food and fuel inflation are affecting how consumers spend, and while we’ve made good progress clearing hardline categories, apparel in Walmart U.S. is requiring more markdown dollars. We’re now anticipating more pressure on general merchandise in the back half; however, we’re encouraged by the start we’re seeing on school supplies.</blockquote><p>Here’s why the above assessment is problematic for Macy’s and its ilk. Essentially, Walmart is saying that consumers are spending money on the essentials, such as education-related products. However, when it comes to discretionary items like apparel, Walmart is having trouble offloading them.</p><p>Likely, this matter will be even more challenging for Macy’s, which usually deals with higher-end discretionary goods. Therefore, M is one of the worst stocks to buy in a recession.</p><p><b>Ruth’s Hospitality Group (RUTH)</b></p><p>Back when the Covid-19 crisis initially capsized the U.S. economy, <b>Ruth’s Hospitality Group</b>(NASDAQ:<b><u>RUTH</u></b>) – which owns Ruth’s Chris Steak House – suffered a catastrophic drop. With the pandemic forcing government agencies to temporarily shut down non-essential businesses, premium-level restaurateurs faced enormous competition.</p><p>Part of the allure of going to a fancy restaurant is the social experience. Therefore, when various jurisdictions relaxed Covid protocols, RUTH rebounded. However, as inflation rises and economic anxieties mount, investors are starting to have a dim view on the company. Since the start of the year, RUTH is down nearly 9%.</p><p>While it’s difficult to say with absolute certainty that RUTH is one of the worst stocks to buy in a recession, some evidence suggests that the eateries sector will experience a“trade-down market” effect. Basically, consumers will spend down a level or two, making the higher-priced restaurants struggle.</p><p><b>Stocks to Avoid in a Recession: Lindblad Expeditions (LIND)</b></p><p>Specializing in unique vacation experiences, <b>Lindblad Expeditions</b>(NASDAQ:<b><u>LIND</u></b>) facilitates trips to Antarctica and other extreme bucket list destinations. However, with money getting tight, LIND may be one of the worst stocks to buy in a recession.</p><p>Indeed, there’s an argument to be made that Lindblad is a value trap. Sure, LIND may be down more than 45% YTD, initially attracting discount divers to the mix. In addition, certain financial performance metrics – such as growth in the first quarter of this year being nearly 38x – seemingly justify the positive speculation.</p><p>However, Q1’s extraordinary year-over-year growth rate only happened because in the year-ago quarter, sales were only $1.8 million. Further, on a trailing-12-month basis, the revenue tally of $213.2 million is significantly below the run rate seen in 2018 and 2019, which averaged $326.4 million.</p><p>Should economic challenges rise, the expenses associated with Lindblad-facilitated vacations will probably be too much for most consumers to handle.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks to Avoid in a Recession</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Stocks to Avoid in a Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/stocks-to-avoid-in-a-recession/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While economic downturns bring opportunities for discount divers, it might be better to avoid these stocks in a recession.Toll Brothers(TOL): Since big-ticket items are usually out of the question ...</p>\n\n<a href=\"https://investorplace.com/2022/08/stocks-to-avoid-in-a-recession/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TOL":"托尔兄弟","Z":"Zillow","M":"梅西百货","RUTH":"鲁斯集团","SIG":"西格内特珠宝","VRM":"Vroom, Inc.","LIND":"Lindblad Expeditions Holdings Inc"},"source_url":"https://investorplace.com/2022/08/stocks-to-avoid-in-a-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179326728","content_text":"While economic downturns bring opportunities for discount divers, it might be better to avoid these stocks in a recession.Toll Brothers(TOL): Since big-ticket items are usually out of the question during recessions, homebuilding firm Toll Brothers would be incredibly suspect.Zillow(Z,ZG): With rising interest rates pressuring would-be homebuyers, now’s not the time to consider Zillow.Vroom(VRM): Although cars represent a necessity, Vroom’s premium on its delivery services makes VRM one of the worst stocks to buy in a recession.Signet Jewelers(SIG): With some evidence correlating economic downturns with reduced marriages, Signet Jewelers may be one of the worst stocks to buy in a recession.Macy’s(M): As inflation forces households to focus their spending on the essentials, department store giant Macy’s faces an uphill battle.Ruth’s Hospitality Group(RUTH): Economic downturns pose huge challenges for premium restaurants, hurting prospects for Ruth’s Hospitality Group.Lindblad Expeditions(LIND): With money tight during a recession, fewer people will seek exotic vacations, thus challenging Lindblad Expeditions.With recent indicators suggesting that the U.S. is in the middle of a downturn, interest regarding stocks to avoid in a recession has naturally picked up. Though contrarianism is an exciting concept, in many cases, it’s better not to fight the tape. Here, large-scale fundamentals along with common sense are your best friends.During the second quarter, the U.S. economy shrank by 0.9%, representing the second consecutive quarter where the economy has contracted. During Q1, the gross domestic product decreased at an annualized rate of 1.6%. Interestingly, while many analysts regard two quarters of back-to-back red ink as a recessionary slump, it’s not an official definition. Nevertheless, investors need to pay attention to the worst stocks to buy in a recession.While the non-profit, non-partisan National Bureau of Economic Research will make the official determination of a recession, investors shouldn’t wait for such confirmation. Instead, it’s best to think about protecting your portfolio right now. To help strategize your next moves, take some pieces off the board by being cognizant of the worst stocks to buy in a recession.Stocks to Avoid in a Recession: Toll Brothers (TOL)One of the easiest names to identify as a stock to avoid in a recession is homebuilding specialist Toll Brothers(NYSE:TOL). While people with means saw real estate as an intuitive opportunity last year during a monetary ecosystem of low interest rates, this year, the Federal Reserve’s commitment to attacking inflation with raised borrowing costs bodes poorly for TOL and similar investments.The cancellation rate among homebuilders reach 14.5% in June, implying a growing number of people concerned about higher interest rates and the impact they could have on economic viability. As if that news wasn’t bad enough, pending home sales slipped 20%in June versus a year earlier as soaring mortgage rates began taking a toll on Toll Brothers.While shares have moved up slightly in the trailing month, the momentum could be largely based on misguided contrarian trading. Fundamentally, higher borrowing costs don’t provide a favorable backdrop for homebuilders, making TOL one of the worst stocks to buy in a recession.Zillow (Z, ZG)Although one of the beneficiaries of the initial dynamics associated with Covid-19, Zillow(NASDAQ:Z, NASDAQ:ZG) – a technology-driven real estate marketplace firm – is now an embattled organization. On a year-to-date basis, shares of the company’s Class C stock slipped 45%. Zillow’s Class A shares didn’t fare much better, down over 43% during the same period.As with Toll Brothers above, the headwinds of higher interest rates and concerns about underlying economic stability represent major distractions for Zillow. Recently, the Federal Reserve lifted the benchmark interest rate by 75 basis points, essentially exacerbating the affordability crisis for prospective homebuyers. In addition, sellers who rushed into the arena may be stubborn about lowering prices, considering that they heard so many stories about buyers bidding up prices well above asking last year.In addition, the increasing number of layoffs– especially in the tech sector – suggests that even folks who have the money to participate in real estate are going to back off. If the economy stumbles, there will be better discounts to be had. Thus, Zillow is one of the worst stocks to buy in a recession.Stocks to Avoid in a Recession: Vroom (VRM)During any period of economic pressure, purchases toward big-ticket items – homes, cars, boats – are incredibly suspect for obvious reasons. With money harder to come by during deflationary cycles, it’s irresponsible to open your wallet to an unnecessary magnitude. Therefore, this dynamic hurts the case for online used-car retailer Vroom(NASDAQ:VRM).On the other hand, people need cars. According to data cited by the World Economic Forum,76% of American commuters use their personal vehicles to move between home and work, making it the most popular mode of transportation in the U.S. By logical deduction, if the majority of employers recall their workers back to the office, demand for car wills likely increase.Therefore, I see both sides of the issue when it comes to the used-car segment. However, VRM is probably one of the worst stocks to buy in a recession because the underlying company must charge a premium for the convenience of delivery services. It’s one cost structure that traditional dealerships don’t have to bother with, making Vroom unfortunately uncompetitive.Signet Jewelers (SIG)Emblematic of the human desire for connection and socialization,Signet Jewelers(NYSE:SIG) may be an ideal choice for investors when underlying circumstances are bullish. Billed as the world’s largest retailer of diamond jewelry, Signet operates under various brands, like Kay Jewelers, Zales and Jared. When people feel good about their finances, they may be more inclined to pop the question to their future life partners.But what happens when economic circumstances sour? It’s a complicated issue. Some evidence indicates that as recessions materialize, both divorces and marriage proposals decline, eventually rising when the good times return. However, when it comes to divorces, recessions can both increase breakups due to rising stress and reduce them through exacerbating cost barriers.Again, it’s a complicated backdrop. But in my estimation, recessions aren’t great for family planning-related endeavors. Therefore, I would have to peg SIG as one of the worst stocks to buy in a recession.Stocks to Avoid in a Recession: Macy’s (M)Based on the available evidence, department store icon Macy’s(NYSE:M) is sadly one of the worst stocks to buy in a recession. Perhaps the best insight as to why comes from Walmart(NYSE:WMT). Recently, the CEO of the big-box retailer, Doug McMillon, had this to say about his company:The increasing levels of food and fuel inflation are affecting how consumers spend, and while we’ve made good progress clearing hardline categories, apparel in Walmart U.S. is requiring more markdown dollars. We’re now anticipating more pressure on general merchandise in the back half; however, we’re encouraged by the start we’re seeing on school supplies.Here’s why the above assessment is problematic for Macy’s and its ilk. Essentially, Walmart is saying that consumers are spending money on the essentials, such as education-related products. However, when it comes to discretionary items like apparel, Walmart is having trouble offloading them.Likely, this matter will be even more challenging for Macy’s, which usually deals with higher-end discretionary goods. Therefore, M is one of the worst stocks to buy in a recession.Ruth’s Hospitality Group (RUTH)Back when the Covid-19 crisis initially capsized the U.S. economy, Ruth’s Hospitality Group(NASDAQ:RUTH) – which owns Ruth’s Chris Steak House – suffered a catastrophic drop. With the pandemic forcing government agencies to temporarily shut down non-essential businesses, premium-level restaurateurs faced enormous competition.Part of the allure of going to a fancy restaurant is the social experience. Therefore, when various jurisdictions relaxed Covid protocols, RUTH rebounded. However, as inflation rises and economic anxieties mount, investors are starting to have a dim view on the company. Since the start of the year, RUTH is down nearly 9%.While it’s difficult to say with absolute certainty that RUTH is one of the worst stocks to buy in a recession, some evidence suggests that the eateries sector will experience a“trade-down market” effect. Basically, consumers will spend down a level or two, making the higher-priced restaurants struggle.Stocks to Avoid in a Recession: Lindblad Expeditions (LIND)Specializing in unique vacation experiences, Lindblad Expeditions(NASDAQ:LIND) facilitates trips to Antarctica and other extreme bucket list destinations. However, with money getting tight, LIND may be one of the worst stocks to buy in a recession.Indeed, there’s an argument to be made that Lindblad is a value trap. Sure, LIND may be down more than 45% YTD, initially attracting discount divers to the mix. In addition, certain financial performance metrics – such as growth in the first quarter of this year being nearly 38x – seemingly justify the positive speculation.However, Q1’s extraordinary year-over-year growth rate only happened because in the year-ago quarter, sales were only $1.8 million. Further, on a trailing-12-month basis, the revenue tally of $213.2 million is significantly below the run rate seen in 2018 and 2019, which averaged $326.4 million.Should economic challenges rise, the expenses associated with Lindblad-facilitated vacations will probably be too much for most consumers to handle.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904980396,"gmtCreate":1659973590418,"gmtModify":1703476538479,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/AMC 20220812 25.0 PUT\">$AMC 20220812 25.0 PUT$</a>solid","listText":"<a href=\"https://ttm.financial/OPT/AMC 20220812 25.0 PUT\">$AMC 20220812 25.0 PUT$</a>solid","text":"$AMC 20220812 25.0 PUT$solid","images":[{"img":"https://community-static.tradeup.com/news/9aeaa3c4d9f85cf45d08d5a89b74f564","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904980396","isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9902776988,"gmtCreate":1659759977448,"gmtModify":1703766363572,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>to the moooon","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>to the moooon","text":"$AMC Entertainment(AMC)$to the moooon","images":[{"img":"https://community-static.tradeup.com/news/109f5ca68119e93113853c817a1d42f3","width":"1080","height":"1914"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902776988","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9022564195,"gmtCreate":1653550488717,"gmtModify":1676535302866,"author":{"id":"3571087482782759","authorId":"3571087482782759","name":"zincy","avatar":"https://static.tigerbbs.com/810acb95960865389c4db6baf838820b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GME\">$GameStop(GME)$</a>gamestonk 🚀","listText":"<a href=\"https://ttm.financial/S/GME\">$GameStop(GME)$</a>gamestonk 🚀","text":"$GameStop(GME)$gamestonk 🚀","images":[{"img":"https://community-static.tradeup.com/news/fab368ede16901025a95d2839f08cb95","width":"1080","height":"2865"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022564195","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}