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Joelchua
2022-11-07
$Tesla Motors(TSLA)$
Joelchua
2022-10-23
$Alibaba(09988)$
Joelchua
2022-10-21
$Pinduoduo Inc.(PDD)$
Joelchua
2022-10-20
$Netflix(NFLX)$
Joelchua
2022-10-19
$DBS GROUP HOLDINGS LTD(D05.SI)$
Joelchua
2022-10-15
$Alibaba(09988)$
Joelchua
2022-10-11
$DBS GROUP HOLDINGS LTD(D05.SI)$
Joelchua
2022-10-10
$Apple(AAPL)$
Joelchua
2022-10-04
$Pinduoduo Inc.(PDD)$
Joelchua
2022-10-03
$Pinduoduo Inc.(PDD)$
Joelchua
2022-10-01
$PING AN(02318)$
Joelchua
2022-09-30
$PING AN(02318)$
Joelchua
2022-09-28
$Pinduoduo Inc.(PDD)$
Joelchua
2022-09-27
$Pinduoduo Inc.(PDD)$
Joelchua
2022-09-26
$JD.com(JD)$
Joelchua
2022-09-25
$PING AN(02318)$
Joelchua
2022-09-23
$PING AN(02318)$
Joelchua
2022-09-22
$Pinduoduo Inc.(PDD)$
Joelchua
2022-09-21
$UNITED OVERSEAS BANK LIMITED(U11.SI)$
Joelchua
2022-09-20
$Pinduoduo Inc.(PDD)$
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AN(02318)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913893239","isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919738577,"gmtCreate":1663858863500,"gmtModify":1676537351397,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a><v-v data-views=\"1\"></v-v>","text":"$Pinduoduo Inc.(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919738577","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919891679,"gmtCreate":1663767860291,"gmtModify":1676537332289,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a><v-v data-views=\"1\"></v-v>","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919891679","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910716754,"gmtCreate":1663682845178,"gmtModify":1676537314918,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a><v-v data-views=\"1\"></v-v>","text":"$Pinduoduo Inc.(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910716754","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9010345895,"gmtCreate":1648265893007,"gmtModify":1676534324034,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Shares prices don't matter. Market capitalization does.","listText":"Shares prices don't matter. Market capitalization does.","text":"Shares prices don't matter. Market capitalization does.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010345895","repostId":"2222887366","repostType":4,"repost":{"id":"2222887366","pubTimestamp":1648214614,"share":"https://www.laohu8.com/m/news/2222887366?lang=&edition=full","pubTime":"2022-03-25 21:23","market":"us","language":"en","title":"3 Top Tech Stocks Under $20 Per Share","url":"https://stock-news.laohu8.com/highlight/detail?id=2222887366","media":"Motley Fool","summary":"You can buy pieces of some of the world's most exciting up-and-coming businesses for the price of a large pizza.","content":"<html><head></head><body><p>Shares of the e-commerce giant <b>Amazon</b> cost more than $3,000 for a single share, but they were under $10 when the dot-com bubble burst in the early 2000s. The bottom line is, even companies that grow to be massive, like Amazon, usually start much smaller.</p><p>While history doesn't really repeat, it often rhymes. There are probably quite a few potential "Amazons" out there, trading at really low prices. Below are three companies that I'm currently excited about, and here's the kicker: You can have them for less than $20 per share, which is affordable for most people.</p><p>So when you grab a $20 bill to pay for a dinner on the go this week, think about putting that money into <a href=\"https://laohu8.com/S/AONE.U\">one</a> of these three potential winners.</p><h2>1. SoFi Technologies</h2><p>Banking is a massive and old industry that goes back centuries. However, there's been a lot of innovation within the financial sector in recent years. Reimagining consumer banking is part of that, which is where <b>SoFi Technologies</b> ( SOFI 1.07% ) comes in. SoFi started as a company refinancing student loans, but it's become much more than that.</p><p>The company's "super-app" offers its users various financial services, like money transfers, investing, borrowing, banking, and savings, all in one smartphone app. This creates convenience for users and lowers customer acquisition costs for SoFi because it costs nothing for a user to go from using one service on its app to multiple services. SoFi also acquired Galileo in 2020 for $1.2 billion, a technology platform that helps create digital payment cards and banking products.</p><p>SoFi recently received regulatory approval to become a national bank, which will let the company finance its loans with user deposits, lowering its own cost of capital and increasing its profitability. The company produced $1.0 billion in revenue in 2021, and as its vision for becoming a conglomerate of fintech services becomes a reality, SoFi could continue growing for years to come.</p><h2>2. Palantir Technologies</h2><p>A mathematician in the United Kingdom once said that "data is the new oil. Like oil, data is valuable, but if unrefined, it cannot be used." Data analytics company <b>Palantir Technologies</b> ( PLTR 1.59% ) addresses this very problem. Its two software platforms, Foundry and Gotham, build custom solutions for its clients to analyze data to help make actionable decisions, discover trends, and aid human analysts. The company itself believes in "augmenting human intelligence, not replacing it."</p><p>Palantir started in the early 2000s, first gaining traction with the United States government. A variety of agencies in the government use Palantir, including Homeland Security, Defense, and more. Palantir has expanded into the private sector to work with companies, but the government remains Palantir's largest customer, contributing 58% of revenue in 2021.</p><p>Even though revenue from commercial accounts grew just 31% in 2021 compared to government revenue's 47% increase, the number of Palantir's commercial clients tripled during the year. This could lead to solid revenue growth down the road because the company has a multi-phase selling process that generates revenue once its software becomes mission-critical for its customers.</p><h2>3. Amplitude</h2><p><b>Amplitude</b> ( AMPL -1.66% ) is the self-proclaimed pioneer of "digital optimization," in which data proactively drives how companies make decisions instead of reacting to what's already happened. Amplitude has gotten traction with its business with approximately 1,597 paying members as of the end of 2021, a 54% year-over-year increase.</p><p>Amplitude works with some high-profile customers, including <b>Anheuser-Busch InBev</b>, <b>Atlassian</b>, and <b>Ford</b>. It's also scored recent customer wins, including <b>Toyota</b>, <b>Twilio</b>, and Taco Bell in the fourth quarter alone. Founder and CEO Spenser Skates is in his early 30s, so it can be hard to immediately trust a young company with an unproven CEO bringing a new type of software to market. These notable customer wins could help show some credibility to investors.</p><p>The company's net revenue retention rate (NRR) is 123%, implying that customers tend to spend more money on the product over time. This and Amplitude's impressive customer list is exciting for the company's long-term prospects. At the same time, the stock recently plummeted, falling more than 50% since its Q4 2021 earnings report due to the company calling for 2022 revenue growth of just 35% to 40%, a notable slow-down from 2021 when revenue grew 63% year over year. Management attributed the softer guidance to 2021 being a stronger-than-average year for the company. Investors will need to see how Amplitude executes over the next several quarters, but the stock's dramatic decline should help compensate investors for these short-term question marks.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Tech Stocks Under $20 Per Share</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Tech Stocks Under $20 Per Share\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 21:23 GMT+8 <a href=https://www.fool.com/investing/2022/03/25/3-top-tech-stocks-under-20-per-share/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of the e-commerce giant Amazon cost more than $3,000 for a single share, but they were under $10 when the dot-com bubble burst in the early 2000s. The bottom line is, even companies that grow ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/25/3-top-tech-stocks-under-20-per-share/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4535":"淡马锡持仓","BK4524":"宅经济概念","AMPL":"AmplitudeE, Inc.","BK4559":"巴菲特持仓","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","PLTR":"Palantir Technologies Inc.","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","SOFI":"SoFi Technologies Inc.","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/03/25/3-top-tech-stocks-under-20-per-share/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222887366","content_text":"Shares of the e-commerce giant Amazon cost more than $3,000 for a single share, but they were under $10 when the dot-com bubble burst in the early 2000s. The bottom line is, even companies that grow to be massive, like Amazon, usually start much smaller.While history doesn't really repeat, it often rhymes. There are probably quite a few potential \"Amazons\" out there, trading at really low prices. Below are three companies that I'm currently excited about, and here's the kicker: You can have them for less than $20 per share, which is affordable for most people.So when you grab a $20 bill to pay for a dinner on the go this week, think about putting that money into one of these three potential winners.1. SoFi TechnologiesBanking is a massive and old industry that goes back centuries. However, there's been a lot of innovation within the financial sector in recent years. Reimagining consumer banking is part of that, which is where SoFi Technologies ( SOFI 1.07% ) comes in. SoFi started as a company refinancing student loans, but it's become much more than that.The company's \"super-app\" offers its users various financial services, like money transfers, investing, borrowing, banking, and savings, all in one smartphone app. This creates convenience for users and lowers customer acquisition costs for SoFi because it costs nothing for a user to go from using one service on its app to multiple services. SoFi also acquired Galileo in 2020 for $1.2 billion, a technology platform that helps create digital payment cards and banking products.SoFi recently received regulatory approval to become a national bank, which will let the company finance its loans with user deposits, lowering its own cost of capital and increasing its profitability. The company produced $1.0 billion in revenue in 2021, and as its vision for becoming a conglomerate of fintech services becomes a reality, SoFi could continue growing for years to come.2. Palantir TechnologiesA mathematician in the United Kingdom once said that \"data is the new oil. Like oil, data is valuable, but if unrefined, it cannot be used.\" Data analytics company Palantir Technologies ( PLTR 1.59% ) addresses this very problem. Its two software platforms, Foundry and Gotham, build custom solutions for its clients to analyze data to help make actionable decisions, discover trends, and aid human analysts. The company itself believes in \"augmenting human intelligence, not replacing it.\"Palantir started in the early 2000s, first gaining traction with the United States government. A variety of agencies in the government use Palantir, including Homeland Security, Defense, and more. Palantir has expanded into the private sector to work with companies, but the government remains Palantir's largest customer, contributing 58% of revenue in 2021.Even though revenue from commercial accounts grew just 31% in 2021 compared to government revenue's 47% increase, the number of Palantir's commercial clients tripled during the year. This could lead to solid revenue growth down the road because the company has a multi-phase selling process that generates revenue once its software becomes mission-critical for its customers.3. AmplitudeAmplitude ( AMPL -1.66% ) is the self-proclaimed pioneer of \"digital optimization,\" in which data proactively drives how companies make decisions instead of reacting to what's already happened. Amplitude has gotten traction with its business with approximately 1,597 paying members as of the end of 2021, a 54% year-over-year increase.Amplitude works with some high-profile customers, including Anheuser-Busch InBev, Atlassian, and Ford. It's also scored recent customer wins, including Toyota, Twilio, and Taco Bell in the fourth quarter alone. Founder and CEO Spenser Skates is in his early 30s, so it can be hard to immediately trust a young company with an unproven CEO bringing a new type of software to market. These notable customer wins could help show some credibility to investors.The company's net revenue retention rate (NRR) is 123%, implying that customers tend to spend more money on the product over time. This and Amplitude's impressive customer list is exciting for the company's long-term prospects. At the same time, the stock recently plummeted, falling more than 50% since its Q4 2021 earnings report due to the company calling for 2022 revenue growth of just 35% to 40%, a notable slow-down from 2021 when revenue grew 63% year over year. Management attributed the softer guidance to 2021 being a stronger-than-average year for the company. Investors will need to see how Amplitude executes over the next several quarters, but the stock's dramatic decline should help compensate investors for these short-term question marks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"content":"Thanks everyone for your comments. Let me explain. Recently Amazon did a stock split so share price becomes lower right? That it make $Amazon.com(AMZN)$ a cheaper company? Obviously not.","text":"Thanks everyone for your comments. Let me explain. Recently Amazon did a stock split so share price becomes lower right? That it make $Amazon.com(AMZN)$ a cheaper company? Obviously not.","html":"Thanks everyone for your comments. Let me explain. Recently Amazon did a stock split so share price becomes lower right? That it make $Amazon.com(AMZN)$ a cheaper company? Obviously not."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097568179,"gmtCreate":1645500717758,"gmtModify":1676534033965,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Upon deeper research, I realize that JD and PDD being Alibaba's competitors play in different product levels and service levels so while there may be some market share lost from anti competition, it won't be significant. There will still be room for growth while Alibaba's moat remains intact.","listText":"Upon deeper research, I realize that JD and PDD being Alibaba's competitors play in different product levels and service levels so while there may be some market share lost from anti competition, it won't be significant. There will still be room for growth while Alibaba's moat remains intact.","text":"Upon deeper research, I realize that JD and PDD being Alibaba's competitors play in different product levels and service levels so while there may be some market share lost from anti competition, it won't be significant. There will still be room for growth while Alibaba's moat remains intact.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097568179","repostId":"1108282943","repostType":4,"repost":{"id":"1108282943","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":1645003624,"share":"https://www.laohu8.com/m/news/1108282943?lang=&edition=full","pubTime":"2022-02-16 17:27","market":"us","language":"en","title":"What You Need to Know Before Alibaba's Q3 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1108282943","media":"Tiger Newspress","summary":"Alibaba is set to release its third-quarter fiscal 2022 results on Feb. 24 before the market open.An","content":"<html><head></head><body><p>Alibaba is set to release its third-quarter fiscal 2022 results on Feb. 24 before the market open.</p><p><b>Analyst</b> <b>Opinion</b></p><p>Analysts surveyed by FactSet expect Alibaba to report sales of $38.8 billion, delivering earnings before interest, taxes, and amortization—the preferred adjusted measure of profits—just shy of $7.1 billion, or earnings per share (EPS) of $2.52.</p><p>The estimated sales figure would mark 13% growth from the December quarter of 2020.</p><p>Earnings on an adjusted basis are actually expected to fall 25% from a year ago, when Covid-19 pandemic-era e-commerce was on a tear, but be more than 60% higher than in the September quarter.</p><p><b>Factors to Consider</b></p><p>Alibaba’s strong efforts to add value to consumers and sellers through product enrichment efforts and platform innovations are expected to have driven growth in its e-commerce business in the to-be-reported quarter by driving its customer momentum.</p><p>New monetization formats and strengthening online physical goods GMV on China retail marketplaces are expected to have aided customer management revenues of the company in the quarter under review.</p><p>The growing momentum across paying members on 1688.com is expected to have been a tailwind for the China commerce wholesale business in the fiscal third quarter.</p><p>The infusion of advanced technologies along with increasing validation for Taobao and Tmall portals is expected to have been beneficial in the quarter to be reported. The application of Big Data and AI into the company’s e-commerce platform is anticipated to have continued helping it deliver enhanced customer experience.</p><p>Well-performing Lazada and Trendyol are likely to have aided the performance of Alibaba’s International commerce retail business in the quarter under review.</p><p>A solid momentum across members on the alibaba.com platform coupled with robust cross-border-related value-added services is expected to have contributed well to the International commerce wholesale business’s growth in the fiscal third quarter.</p><p>In addition to the e-commerce business strength, the company’s growing cloud segment is expected to have contributed well to the fiscal third-quarter performance of Alibaba.</p><p>However, we note that the company has been spending heavily in new areas of the core online retail business, including supermarkets, stores, new artificial intelligence, digital entertainment and cloud computing businesses. The impacts of the increased expenses are expected to get reflected in Alibaba’s fiscal third-quarter results.</p><p><b>4 Numbers to Watch</b></p><p>Gross merchandise volume (GMV) represents the total value of merchandise transacted on Alibaba’s platforms in the quarter. It should be a macro indicator of consumer behavior. Expectations are high: Analysts expect GMV to come in near $403 billion, its most ever and 10% more than the same quarter a year ago.</p><p>Customer management revenue (CMR) made up 36% of Alibaba’s total sales in its most recently-reported quarter. CMR comes from services like marketing on Alibaba’s platforms, and is expected to slow if merchants trim their budgets. The company reported $11.1 billion in CMR in the September quarter.</p><p>International commerce represents a growing segment for Alibaba, and one that analysts at Goldman Sachs and others are bullish on. Expectations are for $2.5 billion in revenue from international sales, up 6% from the September quarter and 16% higher than a year ago.</p><p>Cloud computing is another increasingly-important segment for Alibaba. When it last reported quarterly results, cloud revenues of $3.1 billion represented 33% annual growth; similar growth momentum in cloud would be a welcome bonus when Alibaba reports.</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>What You Need to Know Before Alibaba's Q3 Earnings</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\">\nWhat You Need to Know Before Alibaba's Q3 Earnings\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\">2022-02-16 17:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba is set to release its third-quarter fiscal 2022 results on Feb. 24 before the market open.</p><p><b>Analyst</b> <b>Opinion</b></p><p>Analysts surveyed by FactSet expect Alibaba to report sales of $38.8 billion, delivering earnings before interest, taxes, and amortization—the preferred adjusted measure of profits—just shy of $7.1 billion, or earnings per share (EPS) of $2.52.</p><p>The estimated sales figure would mark 13% growth from the December quarter of 2020.</p><p>Earnings on an adjusted basis are actually expected to fall 25% from a year ago, when Covid-19 pandemic-era e-commerce was on a tear, but be more than 60% higher than in the September quarter.</p><p><b>Factors to Consider</b></p><p>Alibaba’s strong efforts to add value to consumers and sellers through product enrichment efforts and platform innovations are expected to have driven growth in its e-commerce business in the to-be-reported quarter by driving its customer momentum.</p><p>New monetization formats and strengthening online physical goods GMV on China retail marketplaces are expected to have aided customer management revenues of the company in the quarter under review.</p><p>The growing momentum across paying members on 1688.com is expected to have been a tailwind for the China commerce wholesale business in the fiscal third quarter.</p><p>The infusion of advanced technologies along with increasing validation for Taobao and Tmall portals is expected to have been beneficial in the quarter to be reported. The application of Big Data and AI into the company’s e-commerce platform is anticipated to have continued helping it deliver enhanced customer experience.</p><p>Well-performing Lazada and Trendyol are likely to have aided the performance of Alibaba’s International commerce retail business in the quarter under review.</p><p>A solid momentum across members on the alibaba.com platform coupled with robust cross-border-related value-added services is expected to have contributed well to the International commerce wholesale business’s growth in the fiscal third quarter.</p><p>In addition to the e-commerce business strength, the company’s growing cloud segment is expected to have contributed well to the fiscal third-quarter performance of Alibaba.</p><p>However, we note that the company has been spending heavily in new areas of the core online retail business, including supermarkets, stores, new artificial intelligence, digital entertainment and cloud computing businesses. The impacts of the increased expenses are expected to get reflected in Alibaba’s fiscal third-quarter results.</p><p><b>4 Numbers to Watch</b></p><p>Gross merchandise volume (GMV) represents the total value of merchandise transacted on Alibaba’s platforms in the quarter. It should be a macro indicator of consumer behavior. Expectations are high: Analysts expect GMV to come in near $403 billion, its most ever and 10% more than the same quarter a year ago.</p><p>Customer management revenue (CMR) made up 36% of Alibaba’s total sales in its most recently-reported quarter. CMR comes from services like marketing on Alibaba’s platforms, and is expected to slow if merchants trim their budgets. The company reported $11.1 billion in CMR in the September quarter.</p><p>International commerce represents a growing segment for Alibaba, and one that analysts at Goldman Sachs and others are bullish on. Expectations are for $2.5 billion in revenue from international sales, up 6% from the September quarter and 16% higher than a year ago.</p><p>Cloud computing is another increasingly-important segment for Alibaba. When it last reported quarterly results, cloud revenues of $3.1 billion represented 33% annual growth; similar growth momentum in cloud would be a welcome bonus when Alibaba reports.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108282943","content_text":"Alibaba is set to release its third-quarter fiscal 2022 results on Feb. 24 before the market open.Analyst OpinionAnalysts surveyed by FactSet expect Alibaba to report sales of $38.8 billion, delivering earnings before interest, taxes, and amortization—the preferred adjusted measure of profits—just shy of $7.1 billion, or earnings per share (EPS) of $2.52.The estimated sales figure would mark 13% growth from the December quarter of 2020.Earnings on an adjusted basis are actually expected to fall 25% from a year ago, when Covid-19 pandemic-era e-commerce was on a tear, but be more than 60% higher than in the September quarter.Factors to ConsiderAlibaba’s strong efforts to add value to consumers and sellers through product enrichment efforts and platform innovations are expected to have driven growth in its e-commerce business in the to-be-reported quarter by driving its customer momentum.New monetization formats and strengthening online physical goods GMV on China retail marketplaces are expected to have aided customer management revenues of the company in the quarter under review.The growing momentum across paying members on 1688.com is expected to have been a tailwind for the China commerce wholesale business in the fiscal third quarter.The infusion of advanced technologies along with increasing validation for Taobao and Tmall portals is expected to have been beneficial in the quarter to be reported. The application of Big Data and AI into the company’s e-commerce platform is anticipated to have continued helping it deliver enhanced customer experience.Well-performing Lazada and Trendyol are likely to have aided the performance of Alibaba’s International commerce retail business in the quarter under review.A solid momentum across members on the alibaba.com platform coupled with robust cross-border-related value-added services is expected to have contributed well to the International commerce wholesale business’s growth in the fiscal third quarter.In addition to the e-commerce business strength, the company’s growing cloud segment is expected to have contributed well to the fiscal third-quarter performance of Alibaba.However, we note that the company has been spending heavily in new areas of the core online retail business, including supermarkets, stores, new artificial intelligence, digital entertainment and cloud computing businesses. The impacts of the increased expenses are expected to get reflected in Alibaba’s fiscal third-quarter results.4 Numbers to WatchGross merchandise volume (GMV) represents the total value of merchandise transacted on Alibaba’s platforms in the quarter. It should be a macro indicator of consumer behavior. Expectations are high: Analysts expect GMV to come in near $403 billion, its most ever and 10% more than the same quarter a year ago.Customer management revenue (CMR) made up 36% of Alibaba’s total sales in its most recently-reported quarter. CMR comes from services like marketing on Alibaba’s platforms, and is expected to slow if merchants trim their budgets. The company reported $11.1 billion in CMR in the September quarter.International commerce represents a growing segment for Alibaba, and one that analysts at Goldman Sachs and others are bullish on. Expectations are for $2.5 billion in revenue from international sales, up 6% from the September quarter and 16% higher than a year ago.Cloud computing is another increasingly-important segment for Alibaba. When it last reported quarterly results, cloud revenues of $3.1 billion represented 33% annual growth; similar growth momentum in cloud would be a welcome bonus when Alibaba reports.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274787036362","authorId":"3479274787036362","name":"huuou","avatar":"https://static.laohu8.com/picture129","crmLevel":1,"crmLevelSwitch":0},"content":"You understand it wrong. JD.COM is China's Amazon. Alibaba is not innovating now, but starting to imitate JD.COM.","text":"You understand it wrong. JD.COM is China's Amazon. Alibaba is not innovating now, but starting to imitate JD.COM.","html":"You understand it wrong. JD.COM is China's Amazon. Alibaba is not innovating now, but starting to imitate JD.COM."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014383529,"gmtCreate":1649604500891,"gmtModify":1676534536773,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"PayPal does look promising I agree. ","listText":"PayPal does look promising I agree. ","text":"PayPal does look promising I agree.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014383529","repostId":"2226574336","repostType":4,"repost":{"id":"2226574336","pubTimestamp":1649553875,"share":"https://www.laohu8.com/m/news/2226574336?lang=&edition=full","pubTime":"2022-04-10 09:24","market":"us","language":"en","title":"Nasdaq Bear Market: 4 Beaten-Down Growth Stocks You'll Regret Not Buying On the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2226574336","media":"Motley Fool","summary":"A big decline in the technology-driven Nasdaq is the ideal time to invest in these innovative companies.","content":"<html><head></head><body><p>It's been a tumultuous start to 2022 for new and tenured investors. Both the iconic <b>Dow Jones Industrial Average</b> and widely followed <b>S&P 500 </b>officially dipped into correction territory with drops surpassing 10%. But for the tech-focused <b>Nasdaq Composite</b>, the decline was even more pronounced. Between mid-November and mid-March, the famed index shed 22% of its value and briefly entered a bear market.</p><p>While big declines in the major market indexes can be scary in the short run, they've historically proven to be the ideal time to put your money to work. That's because every notable dip in the market, which includes the Nasdaq Composite, has eventually been cleared away by a bull market rally.</p><p>Below are four beaten-down growth stocks you'll likely regret not buying on the bear market dip in the Nasdaq.</p><h2>CrowdStrike Holdings</h2><p>One of the smartest buys investors can make during the Nasdaq pullback is cybersecurity stock <b>CrowdStrike Holdings</b>. Shares of the company have fallen 26% since the Nasdaq hit an all-time high in November.</p><p>The beauty of cybersecurity stocks is that they've evolved into a basic necessity service. With businesses shifting their data online and into the cloud at an accelerated rate since the pandemic began, the onus of protecting this data from hackers and robots is increasingly falling on third-party providers like CrowdStrike.</p><p>What makes CrowdStrike the cybersecurity company to own is its cloud-native security platform, known as Falcon. Falcon oversees about 1 trillion events daily and relies on artificial intelligence (AI) to keep end users safe. Since it's built in the cloud and leaning on AI, Falcon can identify and respond to end-user threats faster and more effectively than virtually all on-premises security solutions.</p><p>Over the past five years, CrowdStrike's subscriber count has catapulted from 450 to 16,325, which represents a compound annual growth rate of 105.1%. Equally important, its existing customers are consistently spending more. In five years, the percentage of clients with four or more cloud-module subscriptions has jumped from less than 10% to 69%. This is why CrowdStrike's adjusted subscription gross margin is nearly 80%.</p><h2>PubMatic</h2><p>Another beaten-down high-growth stock you'll regret not buying on the dip is programmatic ad-tech company <b>PubMatic</b>. Shares of PubMatic are down more than 30% since November and almost 65% since hitting an all-time high in March 2021.</p><p>PubMatic's sustainable growth driver is the steady shift of advertising dollars from print to various digital formats. What PubMatic's cloud-based infrastructure does is oversee the sale of digital advertising space for its clients (i.e., publishers). Interestingly, this doesn't always mean placing the highest-priced ad in a display space. Rather, PubMatic's machine-learning algorithms will aim to place relevant ads in front of users. This keeps advertisers happy and can ultimately boost the long-term ad-pricing power for PubMatic's clients over the long run.</p><p>Although global digital ad spend is expected to increase by a little over 10% on an annual basis through 2024, PubMatic has been growing considerably faster. Last year, the company's organic growth rate was 49% and was driven by mobile, video, and connected TV (CTV) programmatic ads. In fact, CTV ad revenue grew more than sixfold in the fourth quarter from the prior-year period.</p><p>With PubMatic profitable on a recurring basis and forecast to grow sales by close to 25% in 2022 and 2023, it makes for the perfect stock to buy following a big dip in the Nasdaq.</p><h2><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</h2><p>A third beaten-down growth stock that's begging to be bought on this decline is fintech giant <b>PayPal Holdings</b>. PayPal's stock has fallen 62% since July 2021.</p><p>As with CrowdStrike and PubMatic, PayPal has a no-brainer growth opportunity on its doorstep. In this instance, I'm talking about digital payments. Even with competition in the digital payments space heating up, PayPal recorded $1.25 trillion in total payment volume (TPV) in 2021 and expects TPV will climb to or beyond $1.5 trillion in 2022.</p><p>What's arguably the most impressive aspect of PayPal is the growing number of payments from existing users. In 2020, there were fewer than 41 transactions per active account. Last year, this figure surpassed 45 per active account (over 19 billion transactions spanning 426 million active users). These figures show how quickly the payments landscape is going digital.</p><p>PayPal's abundant cash flow has also allowed the company to roll out new products and services. The company began allowing users to buy, hold, and sell cryptocurrencies in 2020, and is tinkering with launching a U.S. stock trading platform. It used its mountain of cash to acquire buy now, pay later solutions company Paidy last September, too.</p><p>At just a hair over 20 times Wall Street's forward-year earnings forecast, PayPal is arguably the cheapest it's ever been as a public company.</p><h2>Upstart Holdings</h2><p>The fourth and final beaten-down growth stock you'll regret not buying on the dip is cloud-based lending platform <b>Upstart Holdings</b>. Shares of the company have lost three-quarters of their value since October and are down close to 55% since the Nasdaq Composite hit its all-time high.</p><p>Upstart's claim to fame is the company's AI-driven lending platform. The traditional loan-vetting process can take quite a bit of time and be costly for both lending institutions and the party looking for a loan. Upstart's AI-powered platform can give on-the-spot answers (approval or denial) to roughly two-thirds of personal loan applicants. Furthermore, because the platform relies on machine learning, people who might not otherwise qualify for a loan under the traditional vetting process are sometimes approved using Upstart's process. In other words, it's democratizing access to financial services without putting lending institutions at a higher risk of loan delinquencies.</p><p>Something else investors should take note of is that 94% of fourth-quarter revenue came from fees and services tied to the lending institutions it caters to. In short, there's no credit exposure or loan delinquency risk when it comes to Upstart. This means a rising-rate environment shouldn't chase investors away from this rapidly growing company.</p><p>If you need <a href=\"https://laohu8.com/S/AONE.U\">one</a> more good reason to be excited about Upstart (aside from the company crushing Wall Street's earnings expectations on a regular basis), consider its acquisition of Prodigy Software in 2021. This buyout allows Upstart to push into AI-based auto loans, which is a considerably larger addressable market than personal loans.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Bear Market: 4 Beaten-Down Growth Stocks You'll Regret Not Buying On the Dip</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\">\nNasdaq Bear Market: 4 Beaten-Down Growth Stocks You'll Regret Not Buying On the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-10 09:24 GMT+8 <a href=https://www.fool.com/investing/2022/04/09/nasdaq-bear-market-4-growth-stocks-regret-not-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been a tumultuous start to 2022 for new and tenured investors. Both the iconic Dow Jones Industrial Average and widely followed S&P 500 officially dipped into correction territory with drops ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/09/nasdaq-bear-market-4-growth-stocks-regret-not-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CTV":"Innovid","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","PYPL":"PayPal","BK4581":"高盛持仓","AI":"C3.ai, Inc.","UPST":"Upstart Holdings, Inc.","CRWD":"CrowdStrike Holdings, Inc.","BK4528":"SaaS概念","BK4106":"数据处理与外包服务","PUBM":"PubMatic, Inc.","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4527":"明星科技股","BK4543":"AI","BK4166":"消费信贷"},"source_url":"https://www.fool.com/investing/2022/04/09/nasdaq-bear-market-4-growth-stocks-regret-not-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226574336","content_text":"It's been a tumultuous start to 2022 for new and tenured investors. Both the iconic Dow Jones Industrial Average and widely followed S&P 500 officially dipped into correction territory with drops surpassing 10%. But for the tech-focused Nasdaq Composite, the decline was even more pronounced. Between mid-November and mid-March, the famed index shed 22% of its value and briefly entered a bear market.While big declines in the major market indexes can be scary in the short run, they've historically proven to be the ideal time to put your money to work. That's because every notable dip in the market, which includes the Nasdaq Composite, has eventually been cleared away by a bull market rally.Below are four beaten-down growth stocks you'll likely regret not buying on the bear market dip in the Nasdaq.CrowdStrike HoldingsOne of the smartest buys investors can make during the Nasdaq pullback is cybersecurity stock CrowdStrike Holdings. Shares of the company have fallen 26% since the Nasdaq hit an all-time high in November.The beauty of cybersecurity stocks is that they've evolved into a basic necessity service. With businesses shifting their data online and into the cloud at an accelerated rate since the pandemic began, the onus of protecting this data from hackers and robots is increasingly falling on third-party providers like CrowdStrike.What makes CrowdStrike the cybersecurity company to own is its cloud-native security platform, known as Falcon. Falcon oversees about 1 trillion events daily and relies on artificial intelligence (AI) to keep end users safe. Since it's built in the cloud and leaning on AI, Falcon can identify and respond to end-user threats faster and more effectively than virtually all on-premises security solutions.Over the past five years, CrowdStrike's subscriber count has catapulted from 450 to 16,325, which represents a compound annual growth rate of 105.1%. Equally important, its existing customers are consistently spending more. In five years, the percentage of clients with four or more cloud-module subscriptions has jumped from less than 10% to 69%. This is why CrowdStrike's adjusted subscription gross margin is nearly 80%.PubMaticAnother beaten-down high-growth stock you'll regret not buying on the dip is programmatic ad-tech company PubMatic. Shares of PubMatic are down more than 30% since November and almost 65% since hitting an all-time high in March 2021.PubMatic's sustainable growth driver is the steady shift of advertising dollars from print to various digital formats. What PubMatic's cloud-based infrastructure does is oversee the sale of digital advertising space for its clients (i.e., publishers). Interestingly, this doesn't always mean placing the highest-priced ad in a display space. Rather, PubMatic's machine-learning algorithms will aim to place relevant ads in front of users. This keeps advertisers happy and can ultimately boost the long-term ad-pricing power for PubMatic's clients over the long run.Although global digital ad spend is expected to increase by a little over 10% on an annual basis through 2024, PubMatic has been growing considerably faster. Last year, the company's organic growth rate was 49% and was driven by mobile, video, and connected TV (CTV) programmatic ads. In fact, CTV ad revenue grew more than sixfold in the fourth quarter from the prior-year period.With PubMatic profitable on a recurring basis and forecast to grow sales by close to 25% in 2022 and 2023, it makes for the perfect stock to buy following a big dip in the Nasdaq.PayPal HoldingsA third beaten-down growth stock that's begging to be bought on this decline is fintech giant PayPal Holdings. PayPal's stock has fallen 62% since July 2021.As with CrowdStrike and PubMatic, PayPal has a no-brainer growth opportunity on its doorstep. In this instance, I'm talking about digital payments. Even with competition in the digital payments space heating up, PayPal recorded $1.25 trillion in total payment volume (TPV) in 2021 and expects TPV will climb to or beyond $1.5 trillion in 2022.What's arguably the most impressive aspect of PayPal is the growing number of payments from existing users. In 2020, there were fewer than 41 transactions per active account. Last year, this figure surpassed 45 per active account (over 19 billion transactions spanning 426 million active users). These figures show how quickly the payments landscape is going digital.PayPal's abundant cash flow has also allowed the company to roll out new products and services. The company began allowing users to buy, hold, and sell cryptocurrencies in 2020, and is tinkering with launching a U.S. stock trading platform. It used its mountain of cash to acquire buy now, pay later solutions company Paidy last September, too.At just a hair over 20 times Wall Street's forward-year earnings forecast, PayPal is arguably the cheapest it's ever been as a public company.Upstart HoldingsThe fourth and final beaten-down growth stock you'll regret not buying on the dip is cloud-based lending platform Upstart Holdings. Shares of the company have lost three-quarters of their value since October and are down close to 55% since the Nasdaq Composite hit its all-time high.Upstart's claim to fame is the company's AI-driven lending platform. The traditional loan-vetting process can take quite a bit of time and be costly for both lending institutions and the party looking for a loan. Upstart's AI-powered platform can give on-the-spot answers (approval or denial) to roughly two-thirds of personal loan applicants. Furthermore, because the platform relies on machine learning, people who might not otherwise qualify for a loan under the traditional vetting process are sometimes approved using Upstart's process. In other words, it's democratizing access to financial services without putting lending institutions at a higher risk of loan delinquencies.Something else investors should take note of is that 94% of fourth-quarter revenue came from fees and services tied to the lending institutions it caters to. In short, there's no credit exposure or loan delinquency risk when it comes to Upstart. This means a rising-rate environment shouldn't chase investors away from this rapidly growing company.If you need one more good reason to be excited about Upstart (aside from the company crushing Wall Street's earnings expectations on a regular basis), consider its acquisition of Prodigy Software in 2021. This buyout allows Upstart to push into AI-based auto loans, which is a considerably larger addressable market than personal loans.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010234753,"gmtCreate":1648390838240,"gmtModify":1676534333309,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Can the world go without <a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>? Not quite but possibly. Can the world go without <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> ? Quite impossible. My 2 cents... ","listText":"Can the world go without <a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>? Not quite but possibly. Can the world go without <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> ? Quite impossible. My 2 cents... ","text":"Can the world go without $Meta Platforms, Inc.(FB)$? Not quite but possibly. Can the world go without $Alphabet(GOOGL)$ ? Quite impossible. My 2 cents...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010234753","repostId":"2221071429","repostType":4,"repost":{"id":"2221071429","pubTimestamp":1648343569,"share":"https://www.laohu8.com/m/news/2221071429?lang=&edition=full","pubTime":"2022-03-27 09:12","market":"us","language":"en","title":"Alphabet Vs. Meta: One Is The Much Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2221071429","media":"seekingalpha","summary":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are fa","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/f8682b68644fb0e700ccf73bfd598736\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FotoMaximum/iStock via Getty Images</p><p></p><p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years.</p><p><b> Alphabet And Meta Returns Since 2013</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c7de1c1120c62c3dad9c49e5d4e5a134\" tg-width=\"640\" tg-height=\"112\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>In fact, both have crushed even the red hot Nasdaq during <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.</p><p></p><p><img src=\"https://static.tigerbbs.com/ad549342543f2ced891f57b6c43bb4fd\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>While the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.</p><p>I've bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.</p><p>So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.</p><p>However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.</p><h2>The Challenge Facing Digital Marketers Right Now</h2><p></p><p><img src=\"https://static.tigerbbs.com/a556ac1fd6482c83da2db4af6d5b7540\" tg-width=\"640\" tg-height=\"637\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>eMarketer</p><p></p><p>GOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.</p><p>Both GOOG and FB are losing market share to AMZN because Amazon's ads are 3X as effective at converting to actual sales.</p><p>That's because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.</p><p>Apple's (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.</p><p>This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.</p><p>GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.</p><p>AMZN is the least at risk since it relies far less on cookie tracking than its rivals.</p><p>This kind of business model disruption is part of FB and GOOG's risk profile, which brings us to our first point of comparison.</p><h2>Long-Term Risk Management: Winner Alphabet</h2><p>How do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.</p><h2>Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk</h2><ul><li>4 Things You Need To Know To Profit From ESG Investing</li><li>What Investors Need To Know About Company Long-Term Risk Management (Video)</li></ul><p>Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.</p><ul><li>ESG is NOT "political or personal ethics based investing"</li><li>it's total long-term risk management analysis</li></ul><blockquote><i><b>ESG is just normal risk by another name.</b></i><i>" Simon MacMahon, head of ESG and corporate governance research, Sustainalytics" - Morningstar</i></blockquote><blockquote><i>ESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness." - S&P</i></blockquote><p>ESG is a measure of risk, not of ethics, political correctness, or personal opinion.</p><p>S&P, Fitch, Moody's, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency <b>have been using ESG models in their credit ratings for decades.</b></p><ul><li><b>every credit rating for the last 30 years has included these risk models, you just weren't aware of it </b></li><li>credit and risk management ratings make up 41% of the DK safety and quality model</li><li>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</li></ul><p>Every major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,</p><ul><li>BlackRock</li><li>MSCI</li><li>JPMorgan</li><li>Wells Fargo</li><li>Bank of America</li><li>Deutsche Bank</li><li>virtually every major financial institution in the world</li></ul><p>We use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.</p><p>For context:</p><ul><li>master list average: 62nd percentile</li><li>dividend kings: 63rd percentile</li><li>dividend aristocrats: 67th percentile</li><li>Ultra SWANs: 71st percentile</li></ul><p>The better a company's risk management consensus the more likely it will be able to adapt to challenges to its business model, as we're seeing now with GOOG and FB.</p><h4>Meta Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>26.0%</td><td><p>B Industry Laggard, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>0.7%</td><td><p>32.4/100 High-Risk</p></td></tr><tr><td>Reuters'/Refinitiv 500+ Metric Model</td><td>88.9%</td><td>Good</td></tr><tr><td>S&P 1,000+ Metric Model</td><td>18.0%</td><td><p>Very Poor- Stable Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>50.0%</td><td>Average</td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>30.6%</td><td>Below-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>25.4%</td><td>Poor</td></tr><tr><td><b>Consensus</b></td><td><b>33.7%</b></td><td><p><b>Below-Average (verging on poor) - medium risk</b></p></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)</i></p><p>The rating agency consensus is that FB is below-average at managing its risk, verging on poor.</p><p>Now contrast that with GOOG.</p><h4>Alphabet Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>53.0%</td><td><p>BBB Average, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>39.7%</td><td><p>24.3/100 Medium-Risk</p></td></tr><tr><td>Reuters'/Refinitiv 500+ Metric Model</td><td>85.88%</td><td>Good</td></tr><tr><td>S&P 1,000+ Metric Model</td><td>47.0%</td><td><p>Average- Positive Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>100.00%</td><td><p>#1 Industry Leader</p></td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>60.88</td><td>Above-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>100%</td><td><p>#1 Industry Leader, #1 Company In America</p></td></tr><tr><td><b>Consensus</b></td><td><b>64.6%</b></td><td><b>Above-Average - low risk </b></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)</i></p><p>GOOG doesn't just manage its long-term risk better than FB, it's beating FB by 31%.</p><ul><li>far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business model</li></ul><p>And risk-management isn't the only factor in which GOOG outshines FB by a wide margin.</p><h2>Overall Quality: Winner, Alphabet</h2><p>The Dividend King's overall quality scores are based on a 241 point model that includes:</p><ul><li><p>dividend safety</p></li><li><p>balance sheet strength</p></li><li><p>credit ratings</p></li><li><p>credit default swap medium-term bankruptcy risk data</p></li><li><p>short and long-term bankruptcy risk</p></li><li><p>accounting and corporate fraud risk</p></li><li><p>profitability and business model</p></li><li><p>growth consensus estimates</p></li><li><p>management growth guidance</p></li><li><p>historical earnings growth rates</p></li><li><p>historical cash flow growth rates</p></li><li><p>historical dividend growth rates</p></li><li><p>historical sales growth rates</p></li><li><p>cost of capital</p></li><li><p>long-term risk-management scores from MSCI, Morningstar, FactSet, S&P, Reuters'/Refinitiv, and Just Capital</p></li><li><p>management quality</p></li><li><p>dividend friendly corporate culture/income dependability</p></li><li><p>long-term total returns (a Ben Graham sign of quality)</p></li><li><p>analyst consensus long-term return potential</p></li></ul><p>It actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.</p><ul><li><p>credit and risk management ratings make up 41% of the DK safety and quality model</p></li><li><p>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</p></li></ul><p>How do we know that our safety and quality model works well?</p><p>During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.</p><p>That's because we don't miss anything important about a company's fundamental safety and quality.</p><p>So how do GOOG and FB stack up on one of the world's most comprehensive and accurate safety and quality models?</p><h2>Meta: A Speculative 11/19 Quality Blue-Chip</h2><p><b>Meta Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>FB</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Medium Risk (34th industry percentile risk-management consensus)</td><td>Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk</td><td>2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stock</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>FB</b></td><td><b>67%</b></td><td><b>Average Dependability</b></td><td><b>3</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>FB</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>67%</td><td>3/5 average dependability</td></tr><tr><td><b>Total</b></td><td><b>84%</b></td><td><b>11/13 Speculative Blue-Chip</b></td></tr><tr><td>Risk Rating</td><td><p>2/3 Medium Risk</p></td><td></td></tr><tr><td>2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock</td><td><p>20% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><p>And here's GOOG.</p><h2>Alphabet: A 13/13 Quality Ultra SWAN</h2><p><b>Alphabet Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>GOOG</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Low Risk (65th industry percentile risk-management consensus)</td><td>AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk</td><td>20% OR LESS Max Risk Cap Recommendation</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>GOOG</b></td><td><b>89%</b></td><td><b>Exceptional Dependability</b></td><td><b>5</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>GOOG</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>89%</td><td>5/5 exceptional</td></tr><tr><td><b>Total</b></td><td><b>95%</b></td><td><b>13/13 Ultra SWAN</b></td></tr><tr><td>Risk Rating</td><td>3/3 Low Risk</td><td></td></tr><tr><td>20% OR LESS Max Risk Cap Rec</td><td><p>5% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><ul><li>Meta: 114th highest quality company on the Masterlist: 78th percentile</li><li>Alphabet: 39th highest quality: 92nd percentile</li></ul><p>Both companies are exceptionally high quality given that our company database is one of the best in the world.</p><p>The DK 500 Master List includes the world's highest quality companies including:</p><ul><li><p>All dividend champions</p></li><li><p>All dividend aristocrats</p></li><li><p>All dividend kings</p></li><li><p>All global aristocrats (such as BTI, ENB, and NVS)</p></li><li><p>All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)</p></li><li>48 of the world's best growth stocks (on its way to 100)</li></ul><p>But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.</p><p>Why is GOOG the hands-down winner in this quality fight with FB?</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Quality Rating (out Of 13)</b></td><td><b>Quality Score (Out Of 100)</b></td><td><b>Dividend/Balance Sheet Safety Rating (out of 5)</b></td><td><b>Safety Score (Out Of 100)</b></td><td><b>Dependability Rating (Out Of 5)</b></td><td><b>Dependability Score (out Of 100)</b></td></tr><tr><td><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></td><td>11 Speculative Blue-Chip</td><td>84%</td><td>5 Very Safe</td><td>100%</td><td>3 average</td><td>67%</td></tr><tr><td>Alphabet</td><td>13 Ultra SWAN</td><td>95%</td><td>5 Very Safe</td><td>100%</td><td>5 exceptional</td><td>89%</td></tr></tbody></table><p><i>(Source: DK Research Terminal)</i></p><p>Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.</p><h4>Alphabet's Balance Sheet: AA+ Rated By S&P</h4><p></p><p><img src=\"https://static.tigerbbs.com/a13f13c309fa748452dfea0afb27ebdf\" tg-width=\"491\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>GOOG has $140 billion in cash and just $13 billion in debt.</p><p>Its advanced accounting metrics (F, Z, and M-score) are exceptional.</p><ul><li>F-score is a measure of short-term bankruptcy risk</li><li>4+ is safe, 7+ very safe and GOOG's is 8</li><li>M-score is 84% to 92% accurate at forecasting long-term bankruptcies</li><li>1.81+ is safe, 3+ is very safe and GOOG's is 13.04</li><li>M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting</li><li>-1.78 or lower is safe and GOOG's is -2.48</li></ul><h4>Meta's Balance Sheet: Effectively AAA</h4><p></p><p><img src=\"https://static.tigerbbs.com/68209d14c736c8328e46572200e82060\" tg-width=\"487\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>The only "debt" Meta has is receivables, it actually carries no long-term debt.</p><p>That is why it's the largest company on earth that doesn't pay the $500K per year for a credit rating.</p><p>However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I'm highly confident that it would be AAA-rated.</p><ul><li>because it's literally not possible for FB to default on debt it doesn't have</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Credit Rating</b></td><td><b>30-Year Bankruptcy Probability</b></td></tr><tr><td>AAA (Meta)</td><td>0.07%</td></tr><tr><td>AA+ (Alphabet)</td><td>0.29%</td></tr><tr><td>AA</td><td>0.51%</td></tr><tr><td>AA-</td><td>0.55%</td></tr><tr><td>A+</td><td>0.60%</td></tr><tr><td>A</td><td>0.66%</td></tr><tr><td>A-</td><td>2.5%</td></tr><tr><td>BBB+</td><td>5%</td></tr><tr><td>BBB</td><td>7.5%</td></tr><tr><td>BBB-</td><td>11%</td></tr><tr><td>BB+</td><td>14%</td></tr><tr><td>BB</td><td>17%</td></tr><tr><td>BB-</td><td>21%</td></tr><tr><td>B+</td><td>25%</td></tr><tr><td>B</td><td>37%</td></tr><tr><td>B-</td><td>45%</td></tr><tr><td>CCC+</td><td>52%</td></tr><tr><td>CCC</td><td>59%</td></tr><tr><td>CCC-</td><td>65%</td></tr><tr><td>CC</td><td>70%</td></tr><tr><td>C</td><td>80%</td></tr><tr><td>D</td><td>100%</td></tr></tbody></table><p><i>(Sources: S&P, University of St. Petersberg)</i></p><p>This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately</p><ul><li>1 in 1,429 for FB</li><li>1 in 345 for GOOG</li></ul><p>And both companies' balance sheets are expected to keep getting stronger over time.</p><p><b>Alphabet: Consensus $441 Billion In Net Cash By 2027 </b></p><p></p><p><img src=\"https://static.tigerbbs.com/76c3a6843c329c2b16d3839e0e124674\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p><b>Meta: Consensus $71 Billion In Net Cash By 2027</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ec44680d5d8318ba8ed74d4b40ae28e9\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>Now let's consider profitability, Wall Street's favorite quality proxy.</p><h2>Profitability: Winner, Meta By A Small Amount</h2><p><b>Meta Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/9e2b501a3cd5bb6da5299422362bed67\" tg-width=\"486\" tg-height=\"342\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p><b>Alphabet Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/926a2ab456d218b3ef8cd49552df5565\" tg-width=\"488\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p>Both companies are profit-minting machines.</p><p></p><p><img src=\"https://static.tigerbbs.com/673b7f04eadaf433b4fe704dda171180\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>These are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.</p><p></p><p><img src=\"https://static.tigerbbs.com/9a1b491d8a76dd73ddc3b2ea13e999c8\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>FB's free cash flow is expected to keep growing and reach $77 billion in 2027.</p><p>This is expected to result in impressive buybacks in the coming years.</p><ul><li>$219 billion in consensus buybacks through 2027</li><li>38% of shares at current valuations</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/93f9e72220887060384ea19dc975503c\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>GOOG's annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.</p><ul><li>$380 billion in consensus buybacks through 2027</li><li>21% of shares at current valuations</li></ul><p>Now let's consider one important profitability metric in particular.</p><p>Return on capital or ROC is Joel Greenblatt's gold standard proxy for quality and moatiness.</p><p>ROC = pre-tax profit/operating capital (the money it takes to run the business).</p><ul><li>S&P 500's average in 2021 was 14.6% (average investment pays for itself in 7 years)</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>ROC (Greenblatt)</b></td><td><b>ROC Industry Percentile</b></td><td><b>13-Year Median ROC</b></td><td><b>5-Year ROC Trend (OTC:CAGR)</b></td></tr><tr><td>Meta Platforms</td><td>74%</td><td>65%</td><td>95%</td><td>-16%</td></tr><tr><td>Alphabet</td><td>87%</td><td>67%</td><td>74%</td><td>-7%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In the past year, GOOG's return on capital was higher than FB's and it's also above its 13-year median indicating a more stable moat.</p><p>In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it's once more the winner.</p><h2>Valuation: Winner, Meta</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Average Fair Value</b></td><td><b>Current Price</b></td><td><b>Discount To Fair Value</b></td><td><b>DK Rating</b></td><td><b>PE 2022</b></td><td><b>PEG 2022</b></td></tr><tr><td>Meta Platforms</td><td>$265.75</td><td>$214.35</td><td>19.6%</td><td>Potentially Reasonable Buy</td><td>17.19</td><td>1.49</td></tr><tr><td>Alphabet</td><td>$3,161.89</td><td>$2,771.92</td><td>12.3%</td><td>Potentially Good Buy</td><td>23.51</td><td>1.67</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.</p><ul><li>20% discount is needed to make FB a potentially good buy given its lower quality and risk profile</li></ul><p>If we back out cash we see that FB is once more the more undervalued company.</p><ul><li>FB EV/EBITDA: 9.5</li><li>GOOG EV/EBITDA: 14.5</li></ul><p>However, both companies are trading at highly attractive valuations.</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>12-Month Consensus Total Return Potential</b></td><td><b>12-Month Fundamentally Justified Upside Total Return Potential</b></td></tr><tr><td>Meta Platforms</td><td>48.47%</td><td>23.98%</td></tr><tr><td>Alphabet</td><td>25.77%</td><td>14.11%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.</p><p>Of course, what happens in the next year doesn't matter as much as the kind of returns both companies can deliver over the long-term.</p><h2>Long-Term Total Return Potential: Winner, Alphabet</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Yield</b></td><td><b>FactSet Long-Term Consensus Growth Rate</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Risk-Adjusted Expected Return</b></td></tr><tr><td>Meta Platforms</td><td>0.00%</td><td>11.5%</td><td>11.5%</td><td>8.1%</td></tr><tr><td>Alphabet</td><td>0.00%</td><td>14.1%</td><td>14.1%</td><td>9.9%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.</p><table><colgroup></colgroup><tbody><tr><td><b>Investment Strategy</b></td><td><b>Yield</b></td><td><b>LT Consensus Growth</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Long-Term Risk-Adjusted Expected Return</b></td><td><b>Long-Term Inflation And Risk-Adjusted Expected Returns</b></td><td><b>Years To Double Your Inflation & Risk-Adjusted Wealth</b></td><td><p><b>10 Year Inflation And Risk-Adjusted Return</b></p></td></tr><tr><td>Europe</td><td>2.6%</td><td>12.8%</td><td>15.4%</td><td>10.7%</td><td>8.6%</td><td>8.4</td><td>2.27</td></tr><tr><td>Value</td><td>2.1%</td><td>12.1%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.3</td><td>2.10</td></tr><tr><td><b>Alphabet</b></td><td><b>0.0%</b></td><td><b>14.1%</b></td><td><b>14.1%</b></td><td><b>9.9%</b></td><td><b>7.7%</b></td><td><b>9.4</b></td><td>2.10</td></tr><tr><td>High-Yield</td><td>2.8%</td><td>11.3%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.4</td><td>2.10</td></tr><tr><td>High-Yield + Growth</td><td>1.7%</td><td>11.0%</td><td>12.7%</td><td>8.9%</td><td>6.7%</td><td>10.8</td><td>1.91</td></tr><tr><td>Safe Midstream + Growth</td><td>3.3%</td><td>8.5%</td><td>11.8%</td><td>8.3%</td><td>6.1%</td><td>11.8</td><td>1.80</td></tr><tr><td><b>Meta</b></td><td><b>0.0%</b></td><td><b>11.50%</b></td><td><b>11.5%</b></td><td><b>8.1%</b></td><td><b>5.9%</b></td><td><b>12.3</b></td><td>1.77</td></tr><tr><td>Nasdaq (Growth)</td><td>0.8%</td><td>10.7%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Safe Midstream</td><td>5.5%</td><td>6.0%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Dividend Aristocrats</td><td>2.2%</td><td>8.9%</td><td>11.1%</td><td>7.8%</td><td>5.6%</td><td>12.9</td><td>1.72</td></tr><tr><td>REITs + Growth</td><td>1.8%</td><td>8.9%</td><td>10.6%</td><td>7.4%</td><td>5.2%</td><td>13.7</td><td>1.67</td></tr><tr><td>S&P 500</td><td>1.4%</td><td>8.5%</td><td>9.9%</td><td>7.0%</td><td>4.8%</td><td>15.1</td><td>1.59</td></tr><tr><td>Realty Income</td><td>4.6%</td><td>5.2%</td><td>9.8%</td><td>6.9%</td><td>4.7%</td><td>15.4</td><td>1.58</td></tr><tr><td>Dividend Growth</td><td>1.6%</td><td>8.0%</td><td>9.6%</td><td>6.7%</td><td>4.5%</td><td>15.9</td><td>1.56</td></tr><tr><td>REITs</td><td>2.9%</td><td>6.5%</td><td>9.4%</td><td>6.6%</td><td>4.4%</td><td>16.4</td><td>1.54</td></tr><tr><td>60/40 Retirement Portfolio</td><td>2.1%</td><td>5.1%</td><td>7.2%</td><td>5.1%</td><td>2.9%</td><td>24.9</td><td>1.33</td></tr><tr><td>10-Year US Treasury</td><td>2.3%</td><td>0.0%</td><td>2.3%</td><td>1.6%</td><td>-0.5%</td><td>-131.1</td><td>0.95</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both companies are expected to beat the S&P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.</p><p>What kind of difference does 2.6% per year in potential extra returns actually mean for your life?</p><h4>Inflation-Adjusted Consensus Return Forecast: $1,000 Initial Investment</h4><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>7.7% CAGR Inflation-Adjusted S&P Consensus</b></td><td><b>11.9% Inflation-Adjusted GOOG Consensus</b></td><td><b>9.3% CAGR Inflation-Adjusted FB Consensus</b></td><td><b>Difference Between Inflation Adjusted GOOG and FB Consensus Returns</b></td></tr><tr><td>5</td><td>$1,449.03</td><td>$1,756.06</td><td>$1,561.34</td><td>$194.71</td></tr><tr><td>10</td><td>$2,099.70</td><td>$3,083.73</td><td>$2,437.79</td><td>$645.95</td></tr><tr><td>15</td><td>$3,042.53</td><td>$5,415.21</td><td>$3,806.22</td><td>$1,608.99</td></tr><tr><td>20</td><td>$4,408.74</td><td>$9,509.42</td><td>$5,942.82</td><td>$3,566.60</td></tr><tr><td>25</td><td>$6,388.41</td><td>$16,699.08</td><td>$9,278.77</td><td>$7,420.31</td></tr><tr><td>30</td><td>$9,257.02</td><td>$29,324.53</td><td>$14,487.34</td><td>$14,837.19</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.</p><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>Ratio Inflation-Adjusted GOOG and FB Consensus</b></td></tr><tr><td>5</td><td>1.12</td></tr><tr><td>10</td><td>1.26</td></tr><tr><td>15</td><td>1.42</td></tr><tr><td>20</td><td>1.60</td></tr><tr><td>25</td><td>1.80</td></tr><tr><td>30</td><td>2.02</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In fact, GOOG could potentially double FB's 30-year returns if both companies grow as analysts currently expect.</p><h2>Short & Medium-Term Total Return Potential: Tie</h2><p><b>Meta 2024 Consensus Return Potential </b></p><p></p><p><img src=\"https://static.tigerbbs.com/5f903c32f63dbb4cfa5efa19492b8a0f\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB growing at 11.5% is worth about 20.5X earnings based on the company's historical PEG ratio.</p><ul><li>analyst 12-month consensus forecast is for 21.9 PE</li></ul><p>This means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&P 500 is likely to generate.</p><p>What about the next five years?</p><h4>S&P 500 2027 Consensus Return Potential</h4><table><colgroup></colgroup><tbody><tr><td><b>Year</b></td><td><b>Upside Potential By End of That Year</b></td><td><b>Consensus CAGR Return Potential By End of That Year</b></td><td><b>Probability-Weighted Return (Annualized)</b></td><td><p><b>Inflation And Risk-Adjusted Expected Returns</b></p></td></tr><tr><td>2027</td><td>34.75%</td><td>6.15%</td><td>4.61%</td><td>1.27%</td></tr></tbody></table><p><i>(Source: DK S&P 500 Valuation And Total Return Tool)</i></p><p>For context, analysts expect 35% returns from the S&P 500, which adjusted for inflation and risk is 1% compared to the market's historical 6% to 7% real return.</p><h4><b>Meta 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/66d31fef78452199e2961d8d89d65454\" tg-width=\"275\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB could more than double your money if it grows as analysts expect over the next five years.</p><ul><li>3.2X the S&P 500 consensus</li></ul><h2><b>GOOG 2024 Consensus Return Potential </b></h2><p></p><p><img src=\"https://static.tigerbbs.com/bc664bb22e0ba08e06de0e9bbed286c3\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>GOOG could deliver 13% annual returns through 2024 if it grows as expected.</p><p>In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.</p><h4><b>GOOG 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/e36d07a6169cb075678d6646bca01679\" tg-width=\"399\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>Thanks to GOOG's faster growth rate analysts expect both companies to potentially deliver identical returns.</p><ul><li>about 14% annually over the next five years</li><li>also 3.2X better than the S&P 500</li></ul><h2>Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear Winner</h2><p></p><p><img src=\"https://static.tigerbbs.com/5dea4bc19b8951f30e1b2bea40e989b9\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p><img src=\"https://static.tigerbbs.com/507426f09d401e866c66a1f1dd597e4f\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p></p><p>Both Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.</p><ul><li>far superior valuation</li><li>superior quality</li><li>superior long-term return potential to the S&P 500</li></ul><p>However, when we examine both companies in their entirety one fact is clear.</p><ul><li>GOOG is a higher quality company</li><li>GOOG is a faster-growing company (<i>with potentially 2X better long-term return potential than FB</i>)</li><li>GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)</li><li>GOOG has superior return on capital and a more stable moat</li></ul><p>While FB offers superior valuation and potentially double the short-term return potential, it's a speculative blue-chip currently going through the largest business pivot in the company's history.</p><p>In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.</p><p>Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that's why I have it as a core growth position in my correction plan.</p><p>Not just for the next few weeks, but all of 2022 and beyond.</p><p>Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.</p><blockquote>Luck is what happens when preparation meets, opportunity." - Roman philosopher Seneca the younger</blockquote></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Vs. Meta: One Is The Much Better Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Vs. Meta: One Is The Much Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 09:12 GMT+8 <a href=https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4553":"喜马拉雅资本持仓","BK4508":"社交媒体","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4573":"虚拟现实","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4566":"资本集团"},"source_url":"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2221071429","content_text":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since 2013Portfolio Visualizer PremiumIn fact, both have crushed even the red hot Nasdaq during one of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.YchartsWhile the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.I've bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.The Challenge Facing Digital Marketers Right NoweMarketerGOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.Both GOOG and FB are losing market share to AMZN because Amazon's ads are 3X as effective at converting to actual sales.That's because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.Apple's (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.AMZN is the least at risk since it relies far less on cookie tracking than its rivals.This kind of business model disruption is part of FB and GOOG's risk profile, which brings us to our first point of comparison.Long-Term Risk Management: Winner AlphabetHow do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk4 Things You Need To Know To Profit From ESG InvestingWhat Investors Need To Know About Company Long-Term Risk Management (Video)Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.ESG is NOT \"political or personal ethics based investing\"it's total long-term risk management analysisESG is just normal risk by another name.\" Simon MacMahon, head of ESG and corporate governance research, Sustainalytics\" - MorningstarESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.\" - S&PESG is a measure of risk, not of ethics, political correctness, or personal opinion.S&P, Fitch, Moody's, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency have been using ESG models in their credit ratings for decades.every credit rating for the last 30 years has included these risk models, you just weren't aware of it credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelEvery major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,BlackRockMSCIJPMorganWells FargoBank of AmericaDeutsche Bankvirtually every major financial institution in the worldWe use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.For context:master list average: 62nd percentiledividend kings: 63rd percentiledividend aristocrats: 67th percentileUltra SWANs: 71st percentileThe better a company's risk management consensus the more likely it will be able to adapt to challenges to its business model, as we're seeing now with GOOG and FB.Meta Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model26.0%B Industry Laggard, Negative TrendMorningstar/Sustainalytics 20 Metric Model0.7%32.4/100 High-RiskReuters'/Refinitiv 500+ Metric Model88.9%GoodS&P 1,000+ Metric Model18.0%Very Poor- Stable TrendJust Capital 19 Metric Model50.0%AverageFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile30.6%Below-AverageJust Capital Global Percentile25.4%PoorConsensus33.7%Below-Average (verging on poor) - medium risk(Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)The rating agency consensus is that FB is below-average at managing its risk, verging on poor.Now contrast that with GOOG.Alphabet Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model53.0%BBB Average, Negative TrendMorningstar/Sustainalytics 20 Metric Model39.7%24.3/100 Medium-RiskReuters'/Refinitiv 500+ Metric Model85.88%GoodS&P 1,000+ Metric Model47.0%Average- Positive TrendJust Capital 19 Metric Model100.00%#1 Industry LeaderFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile60.88Above-AverageJust Capital Global Percentile100%#1 Industry Leader, #1 Company In AmericaConsensus64.6%Above-Average - low risk (Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)GOOG doesn't just manage its long-term risk better than FB, it's beating FB by 31%.far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business modelAnd risk-management isn't the only factor in which GOOG outshines FB by a wide margin.Overall Quality: Winner, AlphabetThe Dividend King's overall quality scores are based on a 241 point model that includes:dividend safetybalance sheet strengthcredit ratingscredit default swap medium-term bankruptcy risk datashort and long-term bankruptcy riskaccounting and corporate fraud riskprofitability and business modelgrowth consensus estimatesmanagement growth guidancehistorical earnings growth rateshistorical cash flow growth rateshistorical dividend growth rateshistorical sales growth ratescost of capitallong-term risk-management scores from MSCI, Morningstar, FactSet, S&P, Reuters'/Refinitiv, and Just Capitalmanagement qualitydividend friendly corporate culture/income dependabilitylong-term total returns (a Ben Graham sign of quality)analyst consensus long-term return potentialIt actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelHow do we know that our safety and quality model works well?During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.That's because we don't miss anything important about a company's fundamental safety and quality.So how do GOOG and FB stack up on one of the world's most comprehensive and accurate safety and quality models?Meta: A Speculative 11/19 Quality Blue-ChipMeta Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%FB100%NANARisk RatingMedium Risk (34th industry percentile risk-management consensus)Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stockLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5FB67%Average Dependability3Overall QualityFBFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability67%3/5 average dependabilityTotal84%11/13 Speculative Blue-ChipRisk Rating2/3 Medium Risk2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock20% Margin of Safety For A Potentially Good BuyAnd here's GOOG.Alphabet: A 13/13 Quality Ultra SWANAlphabet Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%GOOG100%NANARisk RatingLow Risk (65th industry percentile risk-management consensus)AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk20% OR LESS Max Risk Cap RecommendationLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5GOOG89%Exceptional Dependability5Overall QualityGOOGFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability89%5/5 exceptionalTotal95%13/13 Ultra SWANRisk Rating3/3 Low Risk20% OR LESS Max Risk Cap Rec5% Margin of Safety For A Potentially Good BuyMeta: 114th highest quality company on the Masterlist: 78th percentileAlphabet: 39th highest quality: 92nd percentileBoth companies are exceptionally high quality given that our company database is one of the best in the world.The DK 500 Master List includes the world's highest quality companies including:All dividend championsAll dividend aristocratsAll dividend kingsAll global aristocrats (such as BTI, ENB, and NVS)All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)48 of the world's best growth stocks (on its way to 100)But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.Why is GOOG the hands-down winner in this quality fight with FB?CompanyQuality Rating (out Of 13)Quality Score (Out Of 100)Dividend/Balance Sheet Safety Rating (out of 5)Safety Score (Out Of 100)Dependability Rating (Out Of 5)Dependability Score (out Of 100)Meta Platforms11 Speculative Blue-Chip84%5 Very Safe100%3 average67%Alphabet13 Ultra SWAN95%5 Very Safe100%5 exceptional89%(Source: DK Research Terminal)Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.Alphabet's Balance Sheet: AA+ Rated By S&PGuruFocus PremiumGOOG has $140 billion in cash and just $13 billion in debt.Its advanced accounting metrics (F, Z, and M-score) are exceptional.F-score is a measure of short-term bankruptcy risk4+ is safe, 7+ very safe and GOOG's is 8M-score is 84% to 92% accurate at forecasting long-term bankruptcies1.81+ is safe, 3+ is very safe and GOOG's is 13.04M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting-1.78 or lower is safe and GOOG's is -2.48Meta's Balance Sheet: Effectively AAAGuruFocus PremiumThe only \"debt\" Meta has is receivables, it actually carries no long-term debt.That is why it's the largest company on earth that doesn't pay the $500K per year for a credit rating.However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I'm highly confident that it would be AAA-rated.because it's literally not possible for FB to default on debt it doesn't haveCredit Rating30-Year Bankruptcy ProbabilityAAA (Meta)0.07%AA+ (Alphabet)0.29%AA0.51%AA-0.55%A+0.60%A0.66%A-2.5%BBB+5%BBB7.5%BBB-11%BB+14%BB17%BB-21%B+25%B37%B-45%CCC+52%CCC59%CCC-65%CC70%C80%D100%(Sources: S&P, University of St. Petersberg)This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately1 in 1,429 for FB1 in 345 for GOOGAnd both companies' balance sheets are expected to keep getting stronger over time.Alphabet: Consensus $441 Billion In Net Cash By 2027 FactSet Research TerminalMeta: Consensus $71 Billion In Net Cash By 2027FactSet Research TerminalNow let's consider profitability, Wall Street's favorite quality proxy.Profitability: Winner, Meta By A Small AmountMeta Profitability Vs PeersGurufocus PremiumAlphabet Profitability Vs PeersGurufocus PremiumBoth companies are profit-minting machines.YchartsThese are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.FactSet Research TerminalFB's free cash flow is expected to keep growing and reach $77 billion in 2027.This is expected to result in impressive buybacks in the coming years.$219 billion in consensus buybacks through 202738% of shares at current valuationsFactSet Research TerminalGOOG's annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.$380 billion in consensus buybacks through 202721% of shares at current valuationsNow let's consider one important profitability metric in particular.Return on capital or ROC is Joel Greenblatt's gold standard proxy for quality and moatiness.ROC = pre-tax profit/operating capital (the money it takes to run the business).S&P 500's average in 2021 was 14.6% (average investment pays for itself in 7 years)CompanyROC (Greenblatt)ROC Industry Percentile13-Year Median ROC5-Year ROC Trend (OTC:CAGR)Meta Platforms74%65%95%-16%Alphabet87%67%74%-7%(Source: DK Research Terminal, FactSet)In the past year, GOOG's return on capital was higher than FB's and it's also above its 13-year median indicating a more stable moat.In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it's once more the winner.Valuation: Winner, MetaCompanyAverage Fair ValueCurrent PriceDiscount To Fair ValueDK RatingPE 2022PEG 2022Meta Platforms$265.75$214.3519.6%Potentially Reasonable Buy17.191.49Alphabet$3,161.89$2,771.9212.3%Potentially Good Buy23.511.67(Source: DK Research Terminal, FactSet)FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.20% discount is needed to make FB a potentially good buy given its lower quality and risk profileIf we back out cash we see that FB is once more the more undervalued company.FB EV/EBITDA: 9.5GOOG EV/EBITDA: 14.5However, both companies are trading at highly attractive valuations.Company12-Month Consensus Total Return Potential12-Month Fundamentally Justified Upside Total Return PotentialMeta Platforms48.47%23.98%Alphabet25.77%14.11%(Source: DK Research Terminal, FactSet)This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.Of course, what happens in the next year doesn't matter as much as the kind of returns both companies can deliver over the long-term.Long-Term Total Return Potential: Winner, AlphabetCompanyYieldFactSet Long-Term Consensus Growth RateLT Consensus Total Return PotentialRisk-Adjusted Expected ReturnMeta Platforms0.00%11.5%11.5%8.1%Alphabet0.00%14.1%14.1%9.9%(Source: DK Research Terminal, FactSet)GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10 Year Inflation And Risk-Adjusted ReturnEurope2.6%12.8%15.4%10.7%8.6%8.42.27Value2.1%12.1%14.1%9.9%7.7%9.32.10Alphabet0.0%14.1%14.1%9.9%7.7%9.42.10High-Yield2.8%11.3%14.1%9.9%7.7%9.42.10High-Yield + Growth1.7%11.0%12.7%8.9%6.7%10.81.91Safe Midstream + Growth3.3%8.5%11.8%8.3%6.1%11.81.80Meta0.0%11.50%11.5%8.1%5.9%12.31.77Nasdaq (Growth)0.8%10.7%11.5%8.1%5.9%12.31.77Safe Midstream5.5%6.0%11.5%8.1%5.9%12.31.77Dividend Aristocrats2.2%8.9%11.1%7.8%5.6%12.91.72REITs + Growth1.8%8.9%10.6%7.4%5.2%13.71.67S&P 5001.4%8.5%9.9%7.0%4.8%15.11.59Realty Income4.6%5.2%9.8%6.9%4.7%15.41.58Dividend Growth1.6%8.0%9.6%6.7%4.5%15.91.56REITs2.9%6.5%9.4%6.6%4.4%16.41.5460/40 Retirement Portfolio2.1%5.1%7.2%5.1%2.9%24.91.3310-Year US Treasury2.3%0.0%2.3%1.6%-0.5%-131.10.95(Source: Morningstar, FactSet, Ycharts)Both companies are expected to beat the S&P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.What kind of difference does 2.6% per year in potential extra returns actually mean for your life?Inflation-Adjusted Consensus Return Forecast: $1,000 Initial InvestmentTime Frame (Years)7.7% CAGR Inflation-Adjusted S&P Consensus11.9% Inflation-Adjusted GOOG Consensus9.3% CAGR Inflation-Adjusted FB ConsensusDifference Between Inflation Adjusted GOOG and FB Consensus Returns5$1,449.03$1,756.06$1,561.34$194.7110$2,099.70$3,083.73$2,437.79$645.9515$3,042.53$5,415.21$3,806.22$1,608.9920$4,408.74$9,509.42$5,942.82$3,566.6025$6,388.41$16,699.08$9,278.77$7,420.3130$9,257.02$29,324.53$14,487.34$14,837.19(Source: Morningstar, FactSet, Ycharts)Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.Time Frame (Years)Ratio Inflation-Adjusted GOOG and FB Consensus51.12101.26151.42201.60251.80302.02(Source: DK Research Terminal, FactSet)In fact, GOOG could potentially double FB's 30-year returns if both companies grow as analysts currently expect.Short & Medium-Term Total Return Potential: TieMeta 2024 Consensus Return Potential FAST Graphs, FactSet ResearchFB growing at 11.5% is worth about 20.5X earnings based on the company's historical PEG ratio.analyst 12-month consensus forecast is for 21.9 PEThis means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&P 500 is likely to generate.What about the next five years?S&P 500 2027 Consensus Return PotentialYearUpside Potential By End of That YearConsensus CAGR Return Potential By End of That YearProbability-Weighted Return (Annualized)Inflation And Risk-Adjusted Expected Returns202734.75%6.15%4.61%1.27%(Source: DK S&P 500 Valuation And Total Return Tool)For context, analysts expect 35% returns from the S&P 500, which adjusted for inflation and risk is 1% compared to the market's historical 6% to 7% real return.Meta 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchFB could more than double your money if it grows as analysts expect over the next five years.3.2X the S&P 500 consensusGOOG 2024 Consensus Return Potential FAST Graphs, FactSet ResearchGOOG could deliver 13% annual returns through 2024 if it grows as expected.In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.GOOG 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchThanks to GOOG's faster growth rate analysts expect both companies to potentially deliver identical returns.about 14% annually over the next five yearsalso 3.2X better than the S&P 500Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear WinnerDividend Kings Automated Investment Decision ToolDividend Kings Automated Investment Decision ToolBoth Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.far superior valuationsuperior qualitysuperior long-term return potential to the S&P 500However, when we examine both companies in their entirety one fact is clear.GOOG is a higher quality companyGOOG is a faster-growing company (with potentially 2X better long-term return potential than FB)GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)GOOG has superior return on capital and a more stable moatWhile FB offers superior valuation and potentially double the short-term return potential, it's a speculative blue-chip currently going through the largest business pivot in the company's history.In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that's why I have it as a core growth position in my correction plan.Not just for the next few weeks, but all of 2022 and beyond.Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.Luck is what happens when preparation meets, opportunity.\" - Roman philosopher Seneca the younger","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092358872,"gmtCreate":1644541776563,"gmtModify":1676533938873,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Well there's not a lot of SG blue chips that are doing well except for the local banks ","listText":"Well there's not a lot of SG blue chips that are doing well except for the local banks ","text":"Well there's not a lot of SG blue chips that are doing well except for the local banks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092358872","repostId":"1174835231","repostType":4,"repost":{"id":"1174835231","pubTimestamp":1644538697,"share":"https://www.laohu8.com/m/news/1174835231?lang=&edition=full","pubTime":"2022-02-11 08:18","market":"us","language":"en","title":"Rally Expected To Stall For Singapore Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1174835231","media":"RTTNews","summary":"The Singapore stock market has climbed higher in six straight sessions, soaring more than 180 points","content":"<html><head></head><body><p>The Singapore stock market has climbed higher in six straight sessions, soaring more than 180 points or 5.5 percent along the way. Now at a fresh 30-month closing high, the Straits Times Index sits just beneath the 3,430-point plateau although investors figure to cash in on Friday.</p><p>The global forecast for the Asian markets is negative on growing concerns over the outlook for interest rates. The European markets were mixed and the U.S. bourse were sharply lower and the Asian markets figure to follow the latter lead.</p><p>The STI finished slightly higher on Thursday following gains from the properties, weakness from the industrials and a mixed picture from the financials.</p><p>For the day, the index rose 7.96 points or 0.23 percent to finish at 3,428.00 after trading between 3,403.95 and 3,435.68. Volume was 1.4 billion shares worth 1.6 billion Singapore dollars. There were 279 gainers and 182 decliners.</p><p>Among the actives, Ascendas REIT rose 0.35 percent, while CapitaLand Integrated Commercial Trust accelerated 0.97 percent, Comfort DelGro climbed 0.69 percent, Dairy Farm International fell 0.34 percent, DBS Group lost 0.35 percent, Genting Singapore strengthened 0.65 percent, Hongkong Land surged 2.88 percent, Keppel Corp slid 0.17 percent, Mapletree Commercial Trust added 0.55 percent, Mapletree Logistics Trust soared 1.71 percent, Oversea-Chinese Banking Corporation collected 0.15 percent, SATS gained 0.50 percent, SembCorp Industries shed 0.41 percent, Singapore Airlines advanced 0.56 percent, Singapore Exchange was up 0.10 percent, Singapore Technologies Engineering spiked 1.05 percent, Thai Beverage rallied 0.76 percent, United Overseas Bank sank 0.79 percent, Wilmar International jumped 0.91 percent and Yangzijiang Shipbuilding, City Developments, Singapore Press Holdings and SingTel were unchanged.</p><p>The lead from Wall Street is broadly negative as the major averages opened lower on Thursday and the losses accelerated as the session progressed.</p><p>The Dow plummeted 526.47 points or 1.47 percent to finish at 35,241.59, while the NASDAQ tumbled 304.73 points or 2.10 percent to close at 14,185.64 and the S&P 500 sank 83.10 points or 1.81 percent to end at 4,504.08.</p><p>The sell-off on Wall Street came after the Labor Department said the annual rate of growth in consumer prices accelerated more than expected in January. The data raised concerns that the Federal Reserve will increase interest rates more aggressively to fight elevated inflation.</p><p>Selling pressure accelerated after comments from St. Louis Federal Reserve President James Bullard, who indicated he supports raising interest rates by 50 basis points next month as part of a plan to raise rates by a full percentage point by the start of July.</p><p>Crude oil futures settled higher Thursday, gaining for a second straight day as falling crude inventories continued to support the commodity's prices. West Texas Intermediate Crude oil futures for March ended higher by $0.22 or 0.25 percent at $89.88 a barrel.</p></body></html>","source":"lsy1626938412129","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>Rally Expected To Stall For Singapore Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRally Expected To Stall For Singapore Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-11 08:18 GMT+8 <a href=https://www.rttnews.com/3262038/rally-expected-to-stall-for-singapore-stock-market.aspx><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has climbed higher in six straight sessions, soaring more than 180 points or 5.5 percent along the way. Now at a fresh 30-month closing high, the Straits Times Index sits ...</p>\n\n<a href=\"https://www.rttnews.com/3262038/rally-expected-to-stall-for-singapore-stock-market.aspx\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3262038/rally-expected-to-stall-for-singapore-stock-market.aspx","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174835231","content_text":"The Singapore stock market has climbed higher in six straight sessions, soaring more than 180 points or 5.5 percent along the way. Now at a fresh 30-month closing high, the Straits Times Index sits just beneath the 3,430-point plateau although investors figure to cash in on Friday.The global forecast for the Asian markets is negative on growing concerns over the outlook for interest rates. The European markets were mixed and the U.S. bourse were sharply lower and the Asian markets figure to follow the latter lead.The STI finished slightly higher on Thursday following gains from the properties, weakness from the industrials and a mixed picture from the financials.For the day, the index rose 7.96 points or 0.23 percent to finish at 3,428.00 after trading between 3,403.95 and 3,435.68. Volume was 1.4 billion shares worth 1.6 billion Singapore dollars. There were 279 gainers and 182 decliners.Among the actives, Ascendas REIT rose 0.35 percent, while CapitaLand Integrated Commercial Trust accelerated 0.97 percent, Comfort DelGro climbed 0.69 percent, Dairy Farm International fell 0.34 percent, DBS Group lost 0.35 percent, Genting Singapore strengthened 0.65 percent, Hongkong Land surged 2.88 percent, Keppel Corp slid 0.17 percent, Mapletree Commercial Trust added 0.55 percent, Mapletree Logistics Trust soared 1.71 percent, Oversea-Chinese Banking Corporation collected 0.15 percent, SATS gained 0.50 percent, SembCorp Industries shed 0.41 percent, Singapore Airlines advanced 0.56 percent, Singapore Exchange was up 0.10 percent, Singapore Technologies Engineering spiked 1.05 percent, Thai Beverage rallied 0.76 percent, United Overseas Bank sank 0.79 percent, Wilmar International jumped 0.91 percent and Yangzijiang Shipbuilding, City Developments, Singapore Press Holdings and SingTel were unchanged.The lead from Wall Street is broadly negative as the major averages opened lower on Thursday and the losses accelerated as the session progressed.The Dow plummeted 526.47 points or 1.47 percent to finish at 35,241.59, while the NASDAQ tumbled 304.73 points or 2.10 percent to close at 14,185.64 and the S&P 500 sank 83.10 points or 1.81 percent to end at 4,504.08.The sell-off on Wall Street came after the Labor Department said the annual rate of growth in consumer prices accelerated more than expected in January. The data raised concerns that the Federal Reserve will increase interest rates more aggressively to fight elevated inflation.Selling pressure accelerated after comments from St. Louis Federal Reserve President James Bullard, who indicated he supports raising interest rates by 50 basis points next month as part of a plan to raise rates by a full percentage point by the start of July.Crude oil futures settled higher Thursday, gaining for a second straight day as falling crude inventories continued to support the commodity's prices. West Texas Intermediate Crude oil futures for March ended higher by $0.22 or 0.25 percent at $89.88 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011208418,"gmtCreate":1648865629845,"gmtModify":1676534414190,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Whenever Warren does a buyback on <a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a>it's time to hop on the value investor train ","listText":"Whenever Warren does a buyback on <a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a>it's time to hop on the value investor train ","text":"Whenever Warren does a buyback on $Berkshire Hathaway(BRK.B)$it's time to hop on the value investor train","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011208418","repostId":"1119316511","repostType":4,"repost":{"id":"1119316511","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":1648799989,"share":"https://www.laohu8.com/m/news/1119316511?lang=&edition=full","pubTime":"2022-04-01 15:59","market":"us","language":"en","title":"Tiger Chart｜ Q1 S&P 500 Top 10 Wrap: Berkshire Soared 18%; Meta Plummeted 33%","url":"https://stock-news.laohu8.com/highlight/detail?id=1119316511","media":"Tiger Newspress","summary":"We analyzed Q1 Performance of S&P 500 Top 10 Companies. Among the top 10 companies by market cap, Be","content":"<html><head></head><body><p>We analyzed Q1 Performance of S&P 500 Top 10 Companies. Among the top 10 companies by market cap, Berkshire stood out, with its share price soaring 18%; Meta plummeted by more than 33%, ranking at the bottom.<img src=\"https://static.tigerbbs.com/b47990d81988dfb6ec08dbf89222018c\" tg-width=\"757\" tg-height=\"1556\" width=\"100%\" height=\"auto\"/></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>Tiger Chart｜ Q1 S&P 500 Top 10 Wrap: Berkshire Soared 18%; Meta Plummeted 33%</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\">\nTiger Chart｜ Q1 S&P 500 Top 10 Wrap: Berkshire Soared 18%; Meta Plummeted 33%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-01 15:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>We analyzed Q1 Performance of S&P 500 Top 10 Companies. Among the top 10 companies by market cap, Berkshire stood out, with its share price soaring 18%; Meta plummeted by more than 33%, ranking at the bottom.<img src=\"https://static.tigerbbs.com/b47990d81988dfb6ec08dbf89222018c\" tg-width=\"757\" tg-height=\"1556\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","BRK.A":"伯克希尔","AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119316511","content_text":"We analyzed Q1 Performance of S&P 500 Top 10 Companies. Among the top 10 companies by market cap, Berkshire stood out, with its share price soaring 18%; Meta plummeted by more than 33%, ranking at the bottom.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007811602,"gmtCreate":1642821882617,"gmtModify":1676533750449,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Earnings are unlikely to grow at the same pace as last year","listText":"Earnings are unlikely to grow at the same pace as last year","text":"Earnings are unlikely to grow at the same pace as last year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007811602","repostId":"2205302378","repostType":4,"repost":{"id":"2205302378","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1642800688,"share":"https://www.laohu8.com/m/news/2205302378?lang=&edition=full","pubTime":"2022-01-22 05:31","market":"us","language":"en","title":"US STOCKS-S&P 500, Nasdaq Post Worst Weeks since Pandemic Start as Netflix Woes Deepen Slide","url":"https://stock-news.laohu8.com/highlight/detail?id=2205302378","media":"Reuters","summary":"* Netflix plunges, weighs on Disney, media stocks* S&P 500, Nasdaq have biggest weekly drops since March 2020* Focus turning to Fed meeting for clarity on policy* Indexes down: Dow 1.3%, S&P 1.89%, Na","content":"<html><head></head><body><p>* Netflix plunges, weighs on Disney, media stocks</p><p>* S&P 500, Nasdaq have biggest weekly drops since March 2020</p><p>* Focus turning to Fed meeting for clarity on policy</p><p>* Indexes down: Dow 1.3%, S&P 1.89%, Nasdaq 2.72%</p><p>Jan 21 (Reuters) - Wall Street's main indexes ended sharply lower on Friday as Netflix shares plunged after a weak earnings report, capping a brutal week for stocks that saw the S&P 500 and Nasdaq log their biggest weekly percentage drops since the onset of the pandemic in March 2020.</p><p>The benchmark S&P 500 posted its third straight week of declines, ending 8.3% down from its early January record high.</p><p>Losses also deepened for the Nasdaq after the tech-heavy index earlier in the week confirmed it was in a correction, closing down over 10% from its November peak. The Nasdaq has now fallen 14.3% from its November peak and on Friday closed at its lowest level since June.</p><p>Netflix shares tumbled 21.8%, weighing on the S&P 500 and the Nasdaq, after the streaming giant forecast weak subscriber growth. Shares of competitor Walt Disney fell 6.9%, dragging on the Dow, while Roku also slid 9.1%.</p><p>"It has really been a continuation of a tech rout,” said Paul Nolte, portfolio manager at Kingsview Investment Management. "It’s really a combination of a rotation out of technology as well as very poor numbers from Netflix that I think is the catalyst for today."</p><p>The Dow Jones Industrial Average fell 450.02 points, or 1.3%, to 34,265.37, the S&P 500 lost 84.79 points, or 1.89%, to 4,397.94 and the Nasdaq Composite dropped 385.10 points, or 2.72%, to 13,768.92.</p><p>For the week, the S&P 500 fell 5.7%, the Dow dropped 4.6% and the Nasdaq declined 7.6%.</p><p>The Dow fell for a sixth straight session, its longest streak of daily declines since February 2020.</p><p>The S&P 500 closed below its 200-day moving average, a key technical level, for the first time since June 2020.</p><p>"When markets get like they've gotten this week, the emotion is what takes over," said Jim Paulsen, chief investment strategist at The Leuthold Group. "Until it finds support, no <a href=\"https://laohu8.com/S/AONE.U\">one</a>'s going care about anything fundamental."</p><p>Stocks are off to a rough start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares.</p><p>Investors are keenly focused on next week's Fed meeting for more clarity on the central bank's plans to tighten monetary policy in the coming months, after data last week showed U.S. consumer prices in December had the largest annual rise in nearly four decades.</p><p>“Between the Fed meeting and earnings, there is a lot that the market could be worried about next week,” said Anu Gaggar, global investment strategist at Commonwealth Financial Network.</p><p>Apple , Tesla and Microsoft are among the large companies due to report next week in a busy week of earnings results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.26-to-1 ratio; on Nasdaq, a 4.34-to-1 ratio favored decliners.</p><p>The S&P 500 posted five new 52-week highs and 24 new lows; the Nasdaq Composite recorded 13 new highs and 1,029 new lows.</p><p>About 14.6 billion shares changed hands in U.S. exchanges, compared with the 10.4 billion daily average over the last 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P 500, Nasdaq Post Worst Weeks since Pandemic Start as Netflix Woes Deepen Slide</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P 500, Nasdaq Post Worst Weeks since Pandemic Start as Netflix Woes Deepen Slide\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-22 05:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Netflix plunges, weighs on Disney, media stocks</p><p>* S&P 500, Nasdaq have biggest weekly drops since March 2020</p><p>* Focus turning to Fed meeting for clarity on policy</p><p>* Indexes down: Dow 1.3%, S&P 1.89%, Nasdaq 2.72%</p><p>Jan 21 (Reuters) - Wall Street's main indexes ended sharply lower on Friday as Netflix shares plunged after a weak earnings report, capping a brutal week for stocks that saw the S&P 500 and Nasdaq log their biggest weekly percentage drops since the onset of the pandemic in March 2020.</p><p>The benchmark S&P 500 posted its third straight week of declines, ending 8.3% down from its early January record high.</p><p>Losses also deepened for the Nasdaq after the tech-heavy index earlier in the week confirmed it was in a correction, closing down over 10% from its November peak. The Nasdaq has now fallen 14.3% from its November peak and on Friday closed at its lowest level since June.</p><p>Netflix shares tumbled 21.8%, weighing on the S&P 500 and the Nasdaq, after the streaming giant forecast weak subscriber growth. Shares of competitor Walt Disney fell 6.9%, dragging on the Dow, while Roku also slid 9.1%.</p><p>"It has really been a continuation of a tech rout,” said Paul Nolte, portfolio manager at Kingsview Investment Management. "It’s really a combination of a rotation out of technology as well as very poor numbers from Netflix that I think is the catalyst for today."</p><p>The Dow Jones Industrial Average fell 450.02 points, or 1.3%, to 34,265.37, the S&P 500 lost 84.79 points, or 1.89%, to 4,397.94 and the Nasdaq Composite dropped 385.10 points, or 2.72%, to 13,768.92.</p><p>For the week, the S&P 500 fell 5.7%, the Dow dropped 4.6% and the Nasdaq declined 7.6%.</p><p>The Dow fell for a sixth straight session, its longest streak of daily declines since February 2020.</p><p>The S&P 500 closed below its 200-day moving average, a key technical level, for the first time since June 2020.</p><p>"When markets get like they've gotten this week, the emotion is what takes over," said Jim Paulsen, chief investment strategist at The Leuthold Group. "Until it finds support, no <a href=\"https://laohu8.com/S/AONE.U\">one</a>'s going care about anything fundamental."</p><p>Stocks are off to a rough start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares.</p><p>Investors are keenly focused on next week's Fed meeting for more clarity on the central bank's plans to tighten monetary policy in the coming months, after data last week showed U.S. consumer prices in December had the largest annual rise in nearly four decades.</p><p>“Between the Fed meeting and earnings, there is a lot that the market could be worried about next week,” said Anu Gaggar, global investment strategist at Commonwealth Financial Network.</p><p>Apple , Tesla and Microsoft are among the large companies due to report next week in a busy week of earnings results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.26-to-1 ratio; on Nasdaq, a 4.34-to-1 ratio favored decliners.</p><p>The S&P 500 posted five new 52-week highs and 24 new lows; the Nasdaq Composite recorded 13 new highs and 1,029 new lows.</p><p>About 14.6 billion shares changed hands in U.S. exchanges, compared with the 10.4 billion daily average over the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4532":"文艺复兴科技持仓",".SPX":"S&P 500 Index","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","BK4507":"流媒体概念","BK4566":"资本集团","BK4524":"宅经济概念","NFLX":"奈飞","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","HUT":"Hut 8 Mining Corp","BK4504":"桥水持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205302378","content_text":"* Netflix plunges, weighs on Disney, media stocks* S&P 500, Nasdaq have biggest weekly drops since March 2020* Focus turning to Fed meeting for clarity on policy* Indexes down: Dow 1.3%, S&P 1.89%, Nasdaq 2.72%Jan 21 (Reuters) - Wall Street's main indexes ended sharply lower on Friday as Netflix shares plunged after a weak earnings report, capping a brutal week for stocks that saw the S&P 500 and Nasdaq log their biggest weekly percentage drops since the onset of the pandemic in March 2020.The benchmark S&P 500 posted its third straight week of declines, ending 8.3% down from its early January record high.Losses also deepened for the Nasdaq after the tech-heavy index earlier in the week confirmed it was in a correction, closing down over 10% from its November peak. The Nasdaq has now fallen 14.3% from its November peak and on Friday closed at its lowest level since June.Netflix shares tumbled 21.8%, weighing on the S&P 500 and the Nasdaq, after the streaming giant forecast weak subscriber growth. Shares of competitor Walt Disney fell 6.9%, dragging on the Dow, while Roku also slid 9.1%.\"It has really been a continuation of a tech rout,” said Paul Nolte, portfolio manager at Kingsview Investment Management. \"It’s really a combination of a rotation out of technology as well as very poor numbers from Netflix that I think is the catalyst for today.\"The Dow Jones Industrial Average fell 450.02 points, or 1.3%, to 34,265.37, the S&P 500 lost 84.79 points, or 1.89%, to 4,397.94 and the Nasdaq Composite dropped 385.10 points, or 2.72%, to 13,768.92.For the week, the S&P 500 fell 5.7%, the Dow dropped 4.6% and the Nasdaq declined 7.6%.The Dow fell for a sixth straight session, its longest streak of daily declines since February 2020.The S&P 500 closed below its 200-day moving average, a key technical level, for the first time since June 2020.\"When markets get like they've gotten this week, the emotion is what takes over,\" said Jim Paulsen, chief investment strategist at The Leuthold Group. \"Until it finds support, no one's going care about anything fundamental.\"Stocks are off to a rough start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares.Investors are keenly focused on next week's Fed meeting for more clarity on the central bank's plans to tighten monetary policy in the coming months, after data last week showed U.S. consumer prices in December had the largest annual rise in nearly four decades.“Between the Fed meeting and earnings, there is a lot that the market could be worried about next week,” said Anu Gaggar, global investment strategist at Commonwealth Financial Network.Apple , Tesla and Microsoft are among the large companies due to report next week in a busy week of earnings results.Declining issues outnumbered advancing ones on the NYSE by a 4.26-to-1 ratio; on Nasdaq, a 4.34-to-1 ratio favored decliners.The S&P 500 posted five new 52-week highs and 24 new lows; the Nasdaq Composite recorded 13 new highs and 1,029 new lows.About 14.6 billion shares changed hands in U.S. exchanges, compared with the 10.4 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014684465,"gmtCreate":1649650576414,"gmtModify":1676534544851,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"One thing <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>has proven time and time again is its ability to spawn new businesses in response to whatever new segment is created in the market. Collaboration, ERP systems, CRM, Cloud, you name it ","listText":"One thing <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>has proven time and time again is its ability to spawn new businesses in response to whatever new segment is created in the market. Collaboration, ERP systems, CRM, Cloud, you name it ","text":"One thing $Microsoft(MSFT)$has proven time and time again is its ability to spawn new businesses in response to whatever new segment is created in the market. Collaboration, ERP systems, CRM, Cloud, you name it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014684465","repostId":"2226752060","repostType":4,"repost":{"id":"2226752060","pubTimestamp":1649647957,"share":"https://www.laohu8.com/m/news/2226752060?lang=&edition=full","pubTime":"2022-04-11 11:32","market":"us","language":"en","title":"Is Microsoft A Good Metaverse Stock? Consider Both The Enterprise And Consumer Metaverse","url":"https://stock-news.laohu8.com/highlight/detail?id=2226752060","media":"seekingalpha","summary":"Elevator PitchMy investment rating for Microsoft Corporation's (NASDAQ:MSFT) shares is a Hold. My pr","content":"<html><head></head><body><h2>Elevator Pitch</h2><p>My investment rating for Microsoft Corporation's (NASDAQ:MSFT) shares is a Hold. My prior March 17, 2022 article for MSFT focused on evaluating the bull and bear case theses for the stock. In this article, I turn my attention to analyzing whether Microsoft is a good proxy for the metaverse investment theme.</p><p>MSFT has been investing in both the enterprise and consumer metaverse, which makes it an unique play on the investment theme. Microsoft is doing the right thing by planting the seeds for future growth by making metaverse-related investments. However, it is still uncertain if the metaverse will live up to its potential in the future, and MSFT's valuations are not particularly enticing. As such, I retain my Hold rating for the company's shares.</p><h2>Is MSFT A Metaverse Stock?</h2><p>MSFT is a metaverse stock. Microsoft might not necessarily be the first name that comes to investors' minds when the metaverse is mentioned like, say, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (FB) or Roblox (RBLX). But there are many signs that suggest MSFT's businesses are closely linked to the metaverse.</p><p>A new <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> that was recently launched, ProShares Metaverse ETF (VERS), which was established to allow investors to "benefit from the metaverse's rapid rise" according to a March 17, 2022 <i>Seeking Alpha News</i> article, includes MSFT as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its top five positions.</p><p>Separately, Microsoft mentioned the word "metaverse" three times in the company's prepared remarks for its Q2 FY 2022 (YE June 30) earnings call, and there was a question asked at the recent quarterly results briefing that focused entirely on MSFT's growth opportunities associated with the metaverse.</p><p>A discussion about MSFT's metaverse-related products and services today will inevitably revolve around HoloLens and Mesh For Microsoft Teams.</p><p>Microsoft has HoloLens when it comes to metaverse-related hardware or devices. The first generation of MSFT's augmented reality or AR headset, HoloLens 1 was introduced to the market in 2015. Microsoft subsequently introduced the second generation of HoloLens (or HoloLens 2) in 2019. It is important to note that HoloLens 2 sells for a few thousand dollars apiece, and the product is clearly targeting enterprises which differentiates it from cheaper (typically a few hundred dollars) AR headsets sold to consumers. The HoloLens 2 headset already has applications in multiple industries, where companies can save on costs and time using this device, as per the chart below.</p><p><b>HoloLens Is Already Used By Companies In Different Industries</b></p><p><img src=\"https://static.tigerbbs.com/c543b8d0f33e26319eb2003cef7d3b1b\" tg-width=\"640\" tg-height=\"254\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Also, Microsoft announced earlier at its yearly <a href=\"https://laohu8.com/S/IGN.AU\">Ignite</a> technology event in November 2021 that it is introducing "Mesh for Microsoft Teams." At the event, MSFT highlighted that Mesh will allow people to participate virtually in meetings "using personalized avatars and immersive spaces that can be accessed from any device, with no special equipment needed." In a nutshell, the integration of Mesh with Teams is really all about making mixed-reality meetings possible. First launched in 2017, business collaboration and group chat platform Microsoft Teams has been a big success for the company; it disclosed at its recent Q2 FY 2022 results briefing that "90% of Fortune 500 companies used Teams Phone" in the recent quarter. Demand for "Mesh For Microsoft Teams" will definitely grow with the rise of hybrid work, and it is noteworthy that Mesh is also compatible with HoloLens 2 as highlighted below.</p><p><b>Key Features Of Mesh</b></p><p><img src=\"https://static.tigerbbs.com/061c1985184eee7800e167d7f00f3699\" tg-width=\"640\" tg-height=\"204\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>I discuss about MSFT's most significant and recent investment in the metaverse in the subsequent section.</p><h2>Is Microsoft Investing In The Metaverse?</h2><p>Microsoft is investing in the metaverse, and the company's most recent move in that respect was its planned purchase of gaming company, Activision Blizzard announced in a press release dated January 18, 2022. MSFT stressed at its most recent quarterly investor call that this deal will help the company "shape what comes next for gaming as platforms like the metaverse develop." The transaction is expected to be concluded by the end of FY 2023 (June 30, 2023), assuming that conditions precedent are fulfilled and the relevant regulatory approvals are secured.</p><p>As I noted in the preceding section of this article, MSFT has put in significant efforts to make headway in the enterprise metaverse with HoloLens 2 and Mesh For Meetings. The proposed Activision deal puts Microsoft in a good position to gain a strong foothold in the consumer metaverse as well.</p><p>A January 10, 2022 <i>Wired</i> article noted that "the things that make the promise of a metaverse intriguing" can already be found in "online games" like <i>World of Warcraft</i>, and highlighted that the metaverse represents "a new way (for gaming companies) to brand their sprawl of digital products and services." Activision's flagship game, <i>World Of Warcraft</i>, is often seen to be an "earlier version" and "preview" of the future metaverse, and there are substantial synergies between Activision's games and Microsoft's ambitions to expand in the consumer metaverse.</p><p>In the next section, I touch on key metrics with respect to Microsoft's proposed acquisition in Activision which represents a key investment for the company in the consumer metaverse.</p><h2>MSFT Stock Key Metrics</h2><p>Microsoft outlined its expectations for the number of gamers worldwide to expand from around 3 billion now to 4.5 billion in the next nine years, as discussed at the company's M&A investor call on January 18, 2022. MSFT emphasized at its M&A briefing in mid-January that its "vision of the metaverse is based on intersecting global communities rooted in strong franchises." In other words, Microsoft needs scale in gaming to build a consumer metaverse.</p><p>Activision boasted as many as 371 million monthly active users (versus a relatively more modest 25 million Microsoft Xbox Game Pass subscribers) as of the end of 2021, and it is estimated that Microsoft will become the "third largest" company in the gaming space behind only Sony (SONY) (OTCPK:SNEJF) and Tencent (OTCPK:TCEHY) (OTCPK:TCTZF) assuming that the deal is successfully completed.</p><p>In summary, the success of Microsoft's proposed investment in Activision could determine if MSFT is able become a force in the consumer metaverse in the future.</p><h2>What Is Microsoft's Long-Term Outlook?</h2><p>A stock is a good investment, if the company's long-term growth prospects are not fully reflected in its valuations. In that respect, MSFT is not the best investment candidate.</p><p>Microsoft's revenue and normalized earnings per share are forecasted to grow by five-CAGRs of +15.1% and +19.4%, respectively for the FY 2022-2026 period as per <i>S&P Capital IQ's</i> consensus estimates. Wall Street analysts also see MSFT's future ROEs falling in the low-30s to low 40s percentage range for the next five years.</p><p>MSFT's 30.5 times consensus forward next twelve months' normalized P/E appears to be largely consistent with the company's expected top line expansion, ROEs and earnings growth going forward. In other words, I don't see any indicators that MSFT is mispriced.</p><p>With regards to the metaverse, it is reasonably safe to assume that the sell-side has not incorporated much of the potential upside relating to the metaverse into the financial forecasts for MSFT or its peers. It is widely accepted by investors and companies that while the metaverse holds a lot of promise in the long term, there is no guarantee that the metaverse investment theme won't fizzle out just like other technology trends in the past.</p><p>As an illustration, Meta Platforms, arguably the company most bullish (considering its corporate name change) on the future of the metaverse, has also expressed its views that it is ready to pivot if things don't work as planned. FB mentioned at the 2022 <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> (MS) Technology, Media and Telecom Conference in March that it "can moderate them over time" assuming it is "less successful." Specifically, Meta Platforms is saying that if investments in any particular growth area (which could be referring to the metaverse and other investment opportunities) don't work out well, it is willingly to allocate capital elsewhere.</p><p>In conclusion, MSFT's outlook is good but largely priced in. At the same time, it will be too aggressive to expect significant revenue or earnings accretion from the metaverse theme.</p><h2>Is MSFT Stock A Buy, Sell, or Hold?</h2><p>MSFT is a Hold. In my earlier March 17, 2022 update, I rated Microsoft as a Hold "after I weighed the pros and cons of a potential investment in the stock and assessed its valuations using different approaches." My views have remained unchanged. Microsoft's investments in the metaverse represent call options, and there could be upside to the company's financial forecasts and valuations if the metaverse turns out to be a much bigger growth opportunity than what is expected. But as it stands now, Microsoft's valuations are fair and deserving of a Hold rating.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Microsoft A Good Metaverse Stock? Consider Both The Enterprise And Consumer Metaverse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Microsoft A Good Metaverse Stock? Consider Both The Enterprise And Consumer Metaverse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-11 11:32 GMT+8 <a href=https://seekingalpha.com/article/4500469-is-microsoft-good-metaverse-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elevator PitchMy investment rating for Microsoft Corporation's (NASDAQ:MSFT) shares is a Hold. My prior March 17, 2022 article for MSFT focused on evaluating the bull and bear case theses for the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500469-is-microsoft-good-metaverse-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","MSFT":"微软","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4577":"网络游戏","BK4538":"云计算","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓"},"source_url":"https://seekingalpha.com/article/4500469-is-microsoft-good-metaverse-stock","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2226752060","content_text":"Elevator PitchMy investment rating for Microsoft Corporation's (NASDAQ:MSFT) shares is a Hold. My prior March 17, 2022 article for MSFT focused on evaluating the bull and bear case theses for the stock. In this article, I turn my attention to analyzing whether Microsoft is a good proxy for the metaverse investment theme.MSFT has been investing in both the enterprise and consumer metaverse, which makes it an unique play on the investment theme. Microsoft is doing the right thing by planting the seeds for future growth by making metaverse-related investments. However, it is still uncertain if the metaverse will live up to its potential in the future, and MSFT's valuations are not particularly enticing. As such, I retain my Hold rating for the company's shares.Is MSFT A Metaverse Stock?MSFT is a metaverse stock. Microsoft might not necessarily be the first name that comes to investors' minds when the metaverse is mentioned like, say, Meta Platforms (FB) or Roblox (RBLX). But there are many signs that suggest MSFT's businesses are closely linked to the metaverse.A new Pacer Swan SOS Fund of Funds ETF|ETF that was recently launched, ProShares Metaverse ETF (VERS), which was established to allow investors to \"benefit from the metaverse's rapid rise\" according to a March 17, 2022 Seeking Alpha News article, includes MSFT as one of its top five positions.Separately, Microsoft mentioned the word \"metaverse\" three times in the company's prepared remarks for its Q2 FY 2022 (YE June 30) earnings call, and there was a question asked at the recent quarterly results briefing that focused entirely on MSFT's growth opportunities associated with the metaverse.A discussion about MSFT's metaverse-related products and services today will inevitably revolve around HoloLens and Mesh For Microsoft Teams.Microsoft has HoloLens when it comes to metaverse-related hardware or devices. The first generation of MSFT's augmented reality or AR headset, HoloLens 1 was introduced to the market in 2015. Microsoft subsequently introduced the second generation of HoloLens (or HoloLens 2) in 2019. It is important to note that HoloLens 2 sells for a few thousand dollars apiece, and the product is clearly targeting enterprises which differentiates it from cheaper (typically a few hundred dollars) AR headsets sold to consumers. The HoloLens 2 headset already has applications in multiple industries, where companies can save on costs and time using this device, as per the chart below.HoloLens Is Already Used By Companies In Different IndustriesAlso, Microsoft announced earlier at its yearly Ignite technology event in November 2021 that it is introducing \"Mesh for Microsoft Teams.\" At the event, MSFT highlighted that Mesh will allow people to participate virtually in meetings \"using personalized avatars and immersive spaces that can be accessed from any device, with no special equipment needed.\" In a nutshell, the integration of Mesh with Teams is really all about making mixed-reality meetings possible. First launched in 2017, business collaboration and group chat platform Microsoft Teams has been a big success for the company; it disclosed at its recent Q2 FY 2022 results briefing that \"90% of Fortune 500 companies used Teams Phone\" in the recent quarter. Demand for \"Mesh For Microsoft Teams\" will definitely grow with the rise of hybrid work, and it is noteworthy that Mesh is also compatible with HoloLens 2 as highlighted below.Key Features Of MeshI discuss about MSFT's most significant and recent investment in the metaverse in the subsequent section.Is Microsoft Investing In The Metaverse?Microsoft is investing in the metaverse, and the company's most recent move in that respect was its planned purchase of gaming company, Activision Blizzard announced in a press release dated January 18, 2022. MSFT stressed at its most recent quarterly investor call that this deal will help the company \"shape what comes next for gaming as platforms like the metaverse develop.\" The transaction is expected to be concluded by the end of FY 2023 (June 30, 2023), assuming that conditions precedent are fulfilled and the relevant regulatory approvals are secured.As I noted in the preceding section of this article, MSFT has put in significant efforts to make headway in the enterprise metaverse with HoloLens 2 and Mesh For Meetings. The proposed Activision deal puts Microsoft in a good position to gain a strong foothold in the consumer metaverse as well.A January 10, 2022 Wired article noted that \"the things that make the promise of a metaverse intriguing\" can already be found in \"online games\" like World of Warcraft, and highlighted that the metaverse represents \"a new way (for gaming companies) to brand their sprawl of digital products and services.\" Activision's flagship game, World Of Warcraft, is often seen to be an \"earlier version\" and \"preview\" of the future metaverse, and there are substantial synergies between Activision's games and Microsoft's ambitions to expand in the consumer metaverse.In the next section, I touch on key metrics with respect to Microsoft's proposed acquisition in Activision which represents a key investment for the company in the consumer metaverse.MSFT Stock Key MetricsMicrosoft outlined its expectations for the number of gamers worldwide to expand from around 3 billion now to 4.5 billion in the next nine years, as discussed at the company's M&A investor call on January 18, 2022. MSFT emphasized at its M&A briefing in mid-January that its \"vision of the metaverse is based on intersecting global communities rooted in strong franchises.\" In other words, Microsoft needs scale in gaming to build a consumer metaverse.Activision boasted as many as 371 million monthly active users (versus a relatively more modest 25 million Microsoft Xbox Game Pass subscribers) as of the end of 2021, and it is estimated that Microsoft will become the \"third largest\" company in the gaming space behind only Sony (SONY) (OTCPK:SNEJF) and Tencent (OTCPK:TCEHY) (OTCPK:TCTZF) assuming that the deal is successfully completed.In summary, the success of Microsoft's proposed investment in Activision could determine if MSFT is able become a force in the consumer metaverse in the future.What Is Microsoft's Long-Term Outlook?A stock is a good investment, if the company's long-term growth prospects are not fully reflected in its valuations. In that respect, MSFT is not the best investment candidate.Microsoft's revenue and normalized earnings per share are forecasted to grow by five-CAGRs of +15.1% and +19.4%, respectively for the FY 2022-2026 period as per S&P Capital IQ's consensus estimates. Wall Street analysts also see MSFT's future ROEs falling in the low-30s to low 40s percentage range for the next five years.MSFT's 30.5 times consensus forward next twelve months' normalized P/E appears to be largely consistent with the company's expected top line expansion, ROEs and earnings growth going forward. In other words, I don't see any indicators that MSFT is mispriced.With regards to the metaverse, it is reasonably safe to assume that the sell-side has not incorporated much of the potential upside relating to the metaverse into the financial forecasts for MSFT or its peers. It is widely accepted by investors and companies that while the metaverse holds a lot of promise in the long term, there is no guarantee that the metaverse investment theme won't fizzle out just like other technology trends in the past.As an illustration, Meta Platforms, arguably the company most bullish (considering its corporate name change) on the future of the metaverse, has also expressed its views that it is ready to pivot if things don't work as planned. FB mentioned at the 2022 Morgan Stanley (MS) Technology, Media and Telecom Conference in March that it \"can moderate them over time\" assuming it is \"less successful.\" Specifically, Meta Platforms is saying that if investments in any particular growth area (which could be referring to the metaverse and other investment opportunities) don't work out well, it is willingly to allocate capital elsewhere.In conclusion, MSFT's outlook is good but largely priced in. At the same time, it will be too aggressive to expect significant revenue or earnings accretion from the metaverse theme.Is MSFT Stock A Buy, Sell, or Hold?MSFT is a Hold. In my earlier March 17, 2022 update, I rated Microsoft as a Hold \"after I weighed the pros and cons of a potential investment in the stock and assessed its valuations using different approaches.\" My views have remained unchanged. Microsoft's investments in the metaverse represent call options, and there could be upside to the company's financial forecasts and valuations if the metaverse turns out to be a much bigger growth opportunity than what is expected. But as it stands now, Microsoft's valuations are fair and deserving of a Hold rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010482014,"gmtCreate":1648448997212,"gmtModify":1676534339244,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Apple engineering is so good it can make itsown EVs. A company that truly understands how to deliver the best user experience withsimplicity.","listText":"Apple engineering is so good it can make itsown EVs. A company that truly understands how to deliver the best user experience withsimplicity.","text":"Apple engineering is so good it can make itsown EVs. A company that truly understands how to deliver the best user experience withsimplicity.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010482014","repostId":"1138520287","repostType":4,"repost":{"id":"1138520287","pubTimestamp":1648446221,"share":"https://www.laohu8.com/m/news/1138520287?lang=&edition=full","pubTime":"2022-03-28 13:43","market":"us","language":"en","title":"Apple Stock: Warren Buffett’s Forever Holding","url":"https://stock-news.laohu8.com/highlight/detail?id=1138520287","media":"The Street","summary":"Years ago, Apple stock wouldn’t have appealed to Warren Buffett. Now, it is a different story. Here’","content":"<html><head></head><body><p>Years ago, Apple stock wouldn’t have appealed to Warren Buffett. Now, it is a different story. Here’s why AAPL could be one of Berkshire Hathaway’s “forever holdings”.</p><p>A few years back, <a href=\"https://laohu8.com/S/AAPL\">Apple stock</a> wouldn’t have been a top-of-mind holding for <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway’s</a> guru Warren Buffett. The Oracle of Omaha is known for his aversion to industries that he does not understand well, which used to include the tech sector.</p><p>The tables have clearly turned. Apple found its way into Berkshire’s portfolio in 2016. Now, the conglomerate owns over 5% of the Cupertino company’s equity, and AAPL accounts for nearly half of Berkshire’s total assets.</p><p><b>Buffett’s “forever holding period”</b></p><p>Part of the reason why Berkshire Hathaway is so heavily invested in Apple stock might not have much to do with Warren Buffett himself.</p><p>Since the early 2010s, the responsibility of portfolio decisions at the conglomerate has been shared with investment managers Ted Weschler and Todd Combs. Both are speculated to become Berkshire Hathaway’s next chief investment officer.</p><p>But even if the Ted-Todd duo may have been most instrumental in nudging Berkshire towards Apple stock a few years ago, Warren Buffett probably also saw the potential in the Cupertino company independently.</p><p>Think of the Oracle’s remarks made decades ago about his investment philosophy:</p><blockquote>“When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever. We are just the opposite of those who hurry to sell and book profits when companies perform well.”</blockquote><p>In my opinion, Apple checks the boxes of what can be considered “outstanding businesses with outstanding managements”, regardless of what sector of the economy the company operates in.</p><p>The Cupertino company has delivered excellent results even past the COVID-19 stay-at-home trends that many thought had distorted Apple’s financial performance and stock valuations.</p><p>The value of the company’s brand is undisputed. As a result, demand for Apple products and services seem to be as robust as ever. CEO Tim Cook and his team probably deserve much credit for what Apple has managed to deliver lately.</p><p><b>Apple could be Buffett’s forever holding</b></p><p>Contrary to what a few experts still feared until recently, I still do not think that Apple’s recent success is a pandemic-driven fluke. The business seems to be strong and the executive team, competent to say the least.</p><p>For this reason, I believe that AAPL will be one of Warren Buffett’s forever holding. The Oracle himself has suggested the same, in his most recent annual letter to investors, when he ranked Apple the second of Berkshire’s “four giants”.</p><p>In the letter, Buffett called Tim Cook “Apple’s brilliant CEO”, and also praised the company’s aggressive share repurchase program. To me, it sounds like Apple stock will remain a staple of Berkshire’s portfolio for a long time.</p><p>Apple stock could be one of Warren Buffett’s “forever holding” in Berkshire Hathaway’s portfolio. If you own AAPL today, what do you think is the ideal holding period for this stock?</p></body></html>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Warren Buffett’s Forever Holding</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Warren Buffett’s Forever Holding\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 13:43 GMT+8 <a href=https://www.thestreet.com/apple/news/apple-stock-warren-buffetts-forever-holding><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Years ago, Apple stock wouldn’t have appealed to Warren Buffett. Now, it is a different story. Here’s why AAPL could be one of Berkshire Hathaway’s “forever holdings”.A few years back, Apple stock ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/apple-stock-warren-buffetts-forever-holding\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","AAPL":"苹果","BRK.B":"伯克希尔B"},"source_url":"https://www.thestreet.com/apple/news/apple-stock-warren-buffetts-forever-holding","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138520287","content_text":"Years ago, Apple stock wouldn’t have appealed to Warren Buffett. Now, it is a different story. Here’s why AAPL could be one of Berkshire Hathaway’s “forever holdings”.A few years back, Apple stock wouldn’t have been a top-of-mind holding for Berkshire Hathaway’s guru Warren Buffett. The Oracle of Omaha is known for his aversion to industries that he does not understand well, which used to include the tech sector.The tables have clearly turned. Apple found its way into Berkshire’s portfolio in 2016. Now, the conglomerate owns over 5% of the Cupertino company’s equity, and AAPL accounts for nearly half of Berkshire’s total assets.Buffett’s “forever holding period”Part of the reason why Berkshire Hathaway is so heavily invested in Apple stock might not have much to do with Warren Buffett himself.Since the early 2010s, the responsibility of portfolio decisions at the conglomerate has been shared with investment managers Ted Weschler and Todd Combs. Both are speculated to become Berkshire Hathaway’s next chief investment officer.But even if the Ted-Todd duo may have been most instrumental in nudging Berkshire towards Apple stock a few years ago, Warren Buffett probably also saw the potential in the Cupertino company independently.Think of the Oracle’s remarks made decades ago about his investment philosophy:“When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever. We are just the opposite of those who hurry to sell and book profits when companies perform well.”In my opinion, Apple checks the boxes of what can be considered “outstanding businesses with outstanding managements”, regardless of what sector of the economy the company operates in.The Cupertino company has delivered excellent results even past the COVID-19 stay-at-home trends that many thought had distorted Apple’s financial performance and stock valuations.The value of the company’s brand is undisputed. As a result, demand for Apple products and services seem to be as robust as ever. CEO Tim Cook and his team probably deserve much credit for what Apple has managed to deliver lately.Apple could be Buffett’s forever holdingContrary to what a few experts still feared until recently, I still do not think that Apple’s recent success is a pandemic-driven fluke. The business seems to be strong and the executive team, competent to say the least.For this reason, I believe that AAPL will be one of Warren Buffett’s forever holding. The Oracle himself has suggested the same, in his most recent annual letter to investors, when he ranked Apple the second of Berkshire’s “four giants”.In the letter, Buffett called Tim Cook “Apple’s brilliant CEO”, and also praised the company’s aggressive share repurchase program. To me, it sounds like Apple stock will remain a staple of Berkshire’s portfolio for a long time.Apple stock could be one of Warren Buffett’s “forever holding” in Berkshire Hathaway’s portfolio. If you own AAPL today, what do you think is the ideal holding period for this stock?","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037724127,"gmtCreate":1648187027207,"gmtModify":1676534314968,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Well as the saying goes it's better to buy a great business at a fair price than a fair business at a great price ","listText":"Well as the saying goes it's better to buy a great business at a fair price than a fair business at a great price ","text":"Well as the saying goes it's better to buy a great business at a fair price than a fair business at a great price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037724127","repostId":"1128119172","repostType":4,"repost":{"id":"1128119172","pubTimestamp":1648173795,"share":"https://www.laohu8.com/m/news/1128119172?lang=&edition=full","pubTime":"2022-03-25 10:03","market":"us","language":"en","title":"6 Blue-Chip Stocks That Will Survive Any Bubble Burst","url":"https://stock-news.laohu8.com/highlight/detail?id=1128119172","media":"InvestorPlace","summary":"Blue-chip stocks are perceived to be capable of surviving market challenges. It isn’t that they are ","content":"<html><head></head><body><p>Blue-chip stocks are perceived to be capable of surviving market challenges. It isn’t that they are never volatile, only that they are the kind of companies that don’t stay down for long.</p><p>When there’s concern about a bubble, the ability to bounce back is important. Many of the companies we’re about to discuss have been helped by bubbles and survived the pops in the past.</p><p>What’s more, as the economy becomes more digital, tech stocks have gained blue-chip status. We’ll be looking at tech stocks as compared with the Nasdaq 100 Technology Sector Index, which tracks the best-performing tech stocks.</p><p>These blue-chip tech stocks should be able to weather any storm.</p><ul><li><a href=\"https://laohu8.com/S/AAPL\">Apple</a></li><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></li><li><a href=\"https://laohu8.com/S/EA\">Electronic Arts</a></li><li><a href=\"https://laohu8.com/S/AMD\">AMD</a></li><li><a href=\"https://laohu8.com/S/ASML\">ASML</a></li><li><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></li></ul><p><b>Blue-Chip Stocks to Buy: </b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></p><p><img src=\"https://static.tigerbbs.com/59cae3276a24df775bcbb2a31ec23862\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: Bloomicon / Shutterstock.com</p><p>In the last year, AAPL stock has returned more than 40% to investors. For the sake of comparison, the NDXT returned 4.73%.</p><p>Apple is a safe bet here because it is thelargest company in the worldbased on market capitalization. That market cap stands at $2.62 trillion at present.</p><p>Market cap is a reasonable indicator of a company’s ability to weather a storm. Apple’s massive market cap gives it exceptional power, or perhaps it’s simply a reflection of its power. Either way, it’s a beacon of sorts.</p><p>Further, Apple simply seems to do well no matter the external challenges. The company reportedall-time high revenues in Q1on the back of record revenue from iPhone, Mac, wearables, and services.</p><ul><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></li></ul><p><img src=\"https://static.tigerbbs.com/23700901ba8a46843e963fe38ea62db6\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: NYCStock / Shutterstock.com</p><p>Microsoft, like Apple, has also outperformed the NDXT handily over the past year. It bested the index’s 4.73% return, rising more than 27% in the same period.</p><p>If the tech bubble bursts, it will survive for many of the same reasons Apple will.</p><p>The argument I’d make for Microsoft isn’t only about scale, it’s also about what the company is able to achieve. There are few firms that are more profitable. The company’s operating margin, return on equity (ROE), and return on assets (ROA) are the best of the best. All of those measurements rank within thetop 3-4%across the industry.</p><p>It all equates to incredibly strong numbers that rarely disappoint. Microsoft’srevenues increased 20%per its most recent earnings report. That is incredible for a company that large to grow that much. Equally incredible, the firm’s net income growth reached 21%, proving the growth wasn’t sloppy in the least.</p><ul><li><a href=\"https://laohu8.com/S/EA\">Electronic Arts</a></li></ul><p><img src=\"https://static.tigerbbs.com/09b94b57b14f4a50c70fd2c05b49efb8\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: ricochet64 / Shutterstock.com</p><p>EA stock actually underperformed relative to the NDXT over the past year, but I included it because of the company’s size and relative takeover potential.</p><p>EA had a strong 2021 and expects to improve upon its $6.19 billion in 2021 bookings (bookings represent a commitment of customers to spend money over a period of time). The company forecasts that bookings willeclipse $8 billionby 2023.</p><p>Strong growth aside, the other reason to consider EA stock is that the company is a potential takeover target. Microsoft is planning to purchase <b>Activision Blizzard</b> (NASDAQ:<b><u>ATVI</u></b>).</p><p>There are suggestions that EA could be next. ATVI stock surged upward when they announced the acquisition, and EA stock would react similarly if such a deal were to emerge.</p><ul><li><a href=\"https://laohu8.com/S/AMD\">AMD</a></li></ul><p><img src=\"https://static.tigerbbs.com/366ab88d7edcb881e4bc2df5617c5e1a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: Grzegorz Czapski / Shutterstock.com</p><p>AMD has significantly outpaced the NXDT over the past year, posting growth in excess of 48%.</p><p>That growth is partly attributable to a rebound in semiconductors overall. Worldwidesemiconductor sales growthreached 25% in 2021.</p><p>That came on the heels of a period between 2018 and 2020 in which global semiconductor sales decreased from $504.1 billion to $492.6 billion. The good news is that in 2022 global semiconductor sales are predicted to reach $680.6 billion.</p><p>Things are going strong at AMD. The companyoutstripped Wall Street’s already strong forecastsin the latest quarter, posting Q4 adjusted earnings of92 cents a share. That beat the 76 cents analysts were counting on. Revenue in the period was $4.8 billion, up 49% from a year earlier and above Wall Street estimates of $4.5 billion.</p><ul><li><a href=\"https://laohu8.com/S/ASML\">ASML</a></li></ul><p><img src=\"https://static.tigerbbs.com/f280baf00c6c2951037dcd8aaf847bd4\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: Ralf Liebhold / Shutterstock</p><p>Tech stocks are often judged by their growth potential as well as the actual growth they experience.</p><p>Between 2019 and 2020 ASMLincreased its net income 39.82%. The Netherlands-based semiconductor equipment manufacturer improved significantly on that figure in 2021 with income topping $6.96 billion, up 71.46% over 2020.</p><p>“We experiencedhigher demand for our systems than our production capacity can accommodate,” said CEO Peter Wennink. “Very strong demand in end markets puts pressure on our customers for more wafer output.”</p><p>That resulted in an earnings beat for the company and $2 billion in net income in the quarter.</p><ul><li><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></li></ul><p><img src=\"https://static.tigerbbs.com/c77e1537ceb776802cda9f6a28bc8246\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: Valeriya Zankovych / Shutterstock.com</p><p>If Apple and Microsoft survive any bubble based on sheer magnitude, then so too does Alphabet. Like those other giants, it easily outpaced the NDXT over the past year with returns above 36%.</p><p>The company made$75 billion in Q4revenues, representing a 32% increase over the $56.9 billion in revenues a year earlier, but 2021 overall was even stronger. Year-over-year revenue increased 41%, reaching $257.63 billion.</p><p>Alphabet is not a defensive play like many blue-chip stocks. It doesn’t even pay a dividend as Apple and Microsoft do. But it is a safe bet. Current expectations are that Alphabet will grow to report in excess of$350 billionin revenues by 2023.</p><p>Betting against Alphabet just doesn’t make sense.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>6 Blue-Chip Stocks That Will Survive Any Bubble Burst</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\">\n6 Blue-Chip Stocks That Will Survive Any Bubble Burst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 10:03 GMT+8 <a href=https://investorplace.com/2022/03/6-blue-chip-stocks-that-will-survive-any-bubble-burst/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Blue-chip stocks are perceived to be capable of surviving market challenges. It isn’t that they are never volatile, only that they are the kind of companies that don’t stay down for long.When there’s ...</p>\n\n<a href=\"https://investorplace.com/2022/03/6-blue-chip-stocks-that-will-survive-any-bubble-burst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EA":"艺电","GOOGL":"谷歌A","MSFT":"微软","GOOG":"谷歌","AMD":"美国超微公司","ASML":"阿斯麦","AAPL":"苹果"},"source_url":"https://investorplace.com/2022/03/6-blue-chip-stocks-that-will-survive-any-bubble-burst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128119172","content_text":"Blue-chip stocks are perceived to be capable of surviving market challenges. It isn’t that they are never volatile, only that they are the kind of companies that don’t stay down for long.When there’s concern about a bubble, the ability to bounce back is important. Many of the companies we’re about to discuss have been helped by bubbles and survived the pops in the past.What’s more, as the economy becomes more digital, tech stocks have gained blue-chip status. We’ll be looking at tech stocks as compared with the Nasdaq 100 Technology Sector Index, which tracks the best-performing tech stocks.These blue-chip tech stocks should be able to weather any storm.AppleMicrosoftElectronic ArtsAMDASMLAlphabetBlue-Chip Stocks to Buy: AppleSource: Bloomicon / Shutterstock.comIn the last year, AAPL stock has returned more than 40% to investors. For the sake of comparison, the NDXT returned 4.73%.Apple is a safe bet here because it is thelargest company in the worldbased on market capitalization. That market cap stands at $2.62 trillion at present.Market cap is a reasonable indicator of a company’s ability to weather a storm. Apple’s massive market cap gives it exceptional power, or perhaps it’s simply a reflection of its power. Either way, it’s a beacon of sorts.Further, Apple simply seems to do well no matter the external challenges. The company reportedall-time high revenues in Q1on the back of record revenue from iPhone, Mac, wearables, and services.MicrosoftSource: NYCStock / Shutterstock.comMicrosoft, like Apple, has also outperformed the NDXT handily over the past year. It bested the index’s 4.73% return, rising more than 27% in the same period.If the tech bubble bursts, it will survive for many of the same reasons Apple will.The argument I’d make for Microsoft isn’t only about scale, it’s also about what the company is able to achieve. There are few firms that are more profitable. The company’s operating margin, return on equity (ROE), and return on assets (ROA) are the best of the best. All of those measurements rank within thetop 3-4%across the industry.It all equates to incredibly strong numbers that rarely disappoint. Microsoft’srevenues increased 20%per its most recent earnings report. That is incredible for a company that large to grow that much. Equally incredible, the firm’s net income growth reached 21%, proving the growth wasn’t sloppy in the least.Electronic ArtsSource: ricochet64 / Shutterstock.comEA stock actually underperformed relative to the NDXT over the past year, but I included it because of the company’s size and relative takeover potential.EA had a strong 2021 and expects to improve upon its $6.19 billion in 2021 bookings (bookings represent a commitment of customers to spend money over a period of time). The company forecasts that bookings willeclipse $8 billionby 2023.Strong growth aside, the other reason to consider EA stock is that the company is a potential takeover target. Microsoft is planning to purchase Activision Blizzard (NASDAQ:ATVI).There are suggestions that EA could be next. ATVI stock surged upward when they announced the acquisition, and EA stock would react similarly if such a deal were to emerge.AMDSource: Grzegorz Czapski / Shutterstock.comAMD has significantly outpaced the NXDT over the past year, posting growth in excess of 48%.That growth is partly attributable to a rebound in semiconductors overall. Worldwidesemiconductor sales growthreached 25% in 2021.That came on the heels of a period between 2018 and 2020 in which global semiconductor sales decreased from $504.1 billion to $492.6 billion. The good news is that in 2022 global semiconductor sales are predicted to reach $680.6 billion.Things are going strong at AMD. The companyoutstripped Wall Street’s already strong forecastsin the latest quarter, posting Q4 adjusted earnings of92 cents a share. That beat the 76 cents analysts were counting on. Revenue in the period was $4.8 billion, up 49% from a year earlier and above Wall Street estimates of $4.5 billion.ASMLSource: Ralf Liebhold / ShutterstockTech stocks are often judged by their growth potential as well as the actual growth they experience.Between 2019 and 2020 ASMLincreased its net income 39.82%. The Netherlands-based semiconductor equipment manufacturer improved significantly on that figure in 2021 with income topping $6.96 billion, up 71.46% over 2020.“We experiencedhigher demand for our systems than our production capacity can accommodate,” said CEO Peter Wennink. “Very strong demand in end markets puts pressure on our customers for more wafer output.”That resulted in an earnings beat for the company and $2 billion in net income in the quarter.AlphabetSource: Valeriya Zankovych / Shutterstock.comIf Apple and Microsoft survive any bubble based on sheer magnitude, then so too does Alphabet. Like those other giants, it easily outpaced the NDXT over the past year with returns above 36%.The company made$75 billion in Q4revenues, representing a 32% increase over the $56.9 billion in revenues a year earlier, but 2021 overall was even stronger. Year-over-year revenue increased 41%, reaching $257.63 billion.Alphabet is not a defensive play like many blue-chip stocks. It doesn’t even pay a dividend as Apple and Microsoft do. But it is a safe bet. Current expectations are that Alphabet will grow to report in excess of$350 billionin revenues by 2023.Betting against Alphabet just doesn’t make sense.","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034147198,"gmtCreate":1647836608644,"gmtModify":1676534270433,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"I will definitely be more optimistic about the moat of companies like <a href=\"https://ttm.financial/S/DOCU\">$Docusign(DOCU)$</a>if they are acquired by major enterprise application software players like <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>or <a href=\"https://ttm.financial/S/SAP\">$SAP SE(SAP)$</a>","listText":"I will definitely be more optimistic about the moat of companies like <a href=\"https://ttm.financial/S/DOCU\">$Docusign(DOCU)$</a>if they are acquired by major enterprise application software players like <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a>or <a href=\"https://ttm.financial/S/SAP\">$SAP SE(SAP)$</a>","text":"I will definitely be more optimistic about the moat of companies like $Docusign(DOCU)$if they are acquired by major enterprise application software players like $Microsoft(MSFT)$or $SAP SE(SAP)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034147198","repostId":"1167260536","repostType":4,"repost":{"id":"1167260536","pubTimestamp":1647818472,"share":"https://www.laohu8.com/m/news/1167260536?lang=&edition=full","pubTime":"2022-03-21 07:21","market":"us","language":"en","title":"It’s Time to Buy the Best Beaten-Down Stocks in Tech and Elsewhere","url":"https://stock-news.laohu8.com/highlight/detail?id=1167260536","media":"MarketWatch","summary":"Sentiment in the stock market is so dark, it’s time to rummage through the hard-hit technology secto","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/7d980b3062932f50c7115a66602ea2b4\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Sentiment in the stock market is so dark, it’s time to rummage through the hard-hit technology sector to pick up potential long-term winners.</p><p>For help, let’s turn to tech expert Chris Armbruster, the co-portfolio manager of the Virtus KAR Mid-Cap Growth FundPHSKX.He’s worth listening to because his fund has such a great record. The fund beats its Morningstar Direct mid-cap growth category and U.S. mid-cap index by over 13 percentage points, annualized, over the past five years. That’s impressive, and not only because so many fund managers regularly lag behind the market.</p><p>‘<b>Grow right through’ rate increases</b></p><p>Tech companies are down in large part because of worries about rising interest rates. That increases the discount rate in valuation models, which lowers estimated net present values. Armbruster acknowledges the challenge, but downplays it as a meaningful issue for tech over the medium term.</p><p>“Whether the fed funds rate is 1% or 2.5% is not going to affect their ability to grow unless it slows down the economy,” he says. “We have had interest rate hike cycles in the past and the very best tech companies grow right through them.”</p><p>The key is to be in the right tech companies, and this is where things get complicated. Fortunately for us, Armbruster took the time recently to share with us the key qualities he looks for in tech and other sectors, below.</p><p>Big picture, you want to be in companies that have competitive strengths to fend off rivals and maintain their long-term growth potential.</p><p>This will remain a source of doubt among many investors looking at tech for two reasons, beyond interest rates.</p><p>1. The pandemic pulled forward a lot of demand. That will hurt the cadence of growth over the next couple of quarters, and that will make investors nervous.</p><p>2. The best tech companies will continue to invest in their businesses, as they should. This creates uncertainty about their path to profitability. “These uncertainties are going to weigh on the multiples until we get a trend line of growth that people can model.” But they aren’t long-term issues.</p><p><b>The bottom line:</b>Take advantage of the confusion to pick up the companies that look like winners because they have the following characteristics.</p><h2>The five most important characteristics</h2><p>Armbruster says buying names with the following five qualities has helped him build his record of outperformance. Besides tech, the list includes companies from other sectors, as examples, but most of them are in tech. You can consider picking some of these up on your own, or just buying Armbruster’s fund for broader exposure to these qualities.</p><p><b>1. High switching costs:</b>This helps investors because it locks in customers and revenue. This quality is often found in software companies. “Once you go through the process of implementing the software, especially at the enterprise level, the inertia is very high, as long as the product is still good,” says Armbruster.</p><p>For this to really pay off in software, the company has to have upgrades and additional add-on modules and products to sell to customers. He cites WorkdayWDAYin human resources and finance cloud apps, and DatadogDDOGin security monitoring and analytics, as examples in his portfolio. Another example is OktaOKTAin identity management software. Once it’s part of all of a customers’ apps, it’s a headache to switch.</p><p>High switching costs can crop up in a lot of sectors. For instance, you can look for situations where a service is embedded in a business process. Here he cites the credit score company EquifaxEFX,from his holdings. “The credit score is engrained into the credit decision process,” he says. You can also find switching costs in industry, when a company’s product gets designed in to its customer’s product. Since a redesign can be expensive, switching costs are elevated. AmphenolAPHin electronic and fiber optic connectors and cables is an example.</p><p><b>2. Scale advantage:</b>Bigger is better if it brings down costs and enhances clout. An obvious example is Amazon.comAMZN,which has built a huge competitive advantage in its extensive fulfillment network. “The secret sauce has always been fulfillment and the scale advantage here,” says Armbruster.</p><p>But here’s one you may not know about: SiteOne Landscape SupplySITE,a wholesale distributor of landscape supplies to residential and commercial landscape businesses. SiteOne is five times the size of the next largest player. “That scale allows them to buy materials at lower cost and fulfill demand better than local players,” says Armbruster. It also creates the financial strength to build out a digital ordering and delivery service that smaller companies cannot provide. SiteOne is growing by purchasing smaller local competitors, in what is still a highly fragmented business. A similar holding, PoolPOOLtakes the same approach in the pool supply and equipment business.</p><p><b>3. Strong brands:</b>Brand power gives companies pricing power, and it helps lower customer acquisition costs. Here, Armbruster cites Monster BeverageMNST.Coca-ColaKO,PepsiPEPand others have come out with good competing energy drinks. But Monster has defended its market share because it’s done a good job of cultivating its brand.</p><p><b>4. Sustainably differentiated business models:</b>“Differentiated” can be tough to define, but you know it when you see it. From the outside, New York-based Signature BankSBNYlooks like just another bank. But when you study it, you notice something different.</p><p>Instead of growing by acquisition, which is typical of regional banks, Signature attracts and retains top banking talent by offering an entrepreneurial setting. Pay is tightly linked to performance. “Signature Bank incentivizes them more, and this creates highly productive teams. They attract an incredible level of banking talent and they stay because their compensation is driven by their performance. It is very differentiated model,” says Armbruster.</p><p>Global-E OnlineGLBE,another example, helps companies launch their e-commerce efforts in foreign countries, no easy task to do on your own because of language and cultural differences. Global-E Online helps with everything from websites, to delivery and customer support. Customers include LVMH Moët Hennessy Louis VuittonLVMUY.Global-E Online helps partner ShopifySHOPexpand its international reach. “The service they provide is differentiated and hard to replicate,” says Armbruster.</p><p><b>5. The network effect:</b>This is a classic quality that helps create protective moats. Basically, it means the more people there are using a service the better it gets. Like Amazon.com, the Latin American e-commerce company MercadoLibreMELIis a good example, because the platform gets more valuable as more buyers and sellers join.</p><h2><b>Don’t do this</b></h2><p>Besides knowing what to buy, you also have to know what to sell. Here, Armbruster follows a basic rule that many growth company investors use. Add to your winners and cut your losers fast, when the fundamentals break down. “We don’t like to dollar-cost average down. It is hard to do in growth names because there is a lot of room for a growth company to fall before the value investors get in,” says Armbruster.</p><p>This approach among growth investors explains why stocks fall so hard and fast when they miss revenue or earnings growth targets by even a small amount. But there are exceptions. The challenge is to figure out whether the hiccup is part of a longer-term issue or a fixable problem.</p><p>For example, Virtus KAR Mid-Cap Growth Fund holding DocuSignDOCUrecently blew up after it missed estimates. Growth was so hot at the company for two years that the company got complacent. “Their sales team did not have to prospect; they just had to pick of up the phone. It seems like they got over-confident,” says Armbruster. “When the phone stopped ringing, they did not have a sales pipeline to reinvigorate the sales rate.”</p><p>But DocuSign’s competitive strengths remain, and it can get the sales efforts back on track. So Armbruster is staying with the position. “Digital signatures seem easy but the regulatory hurdles are high. So their competitive position is intact, and the value of digital signature is there,” he says.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It’s Time to Buy the Best Beaten-Down Stocks in Tech and Elsewhere</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\">\nIt’s Time to Buy the Best Beaten-Down Stocks in Tech and Elsewhere\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-21 07:21 GMT+8 <a href=https://www.marketwatch.com/story/its-time-to-buy-the-best-beaten-down-stocks-in-tech-and-elsewhere-and-this-winning-fund-manger-shows-you-how-11647615098?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sentiment in the stock market is so dark, it’s time to rummage through the hard-hit technology sector to pick up potential long-term winners.For help, let’s turn to tech expert Chris Armbruster, the ...</p>\n\n<a href=\"https://www.marketwatch.com/story/its-time-to-buy-the-best-beaten-down-stocks-in-tech-and-elsewhere-and-this-winning-fund-manger-shows-you-how-11647615098?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OKTA":"Okta Inc.","EFX":"艾可菲","DDOG":"Datadog","WDAY":"Workday"},"source_url":"https://www.marketwatch.com/story/its-time-to-buy-the-best-beaten-down-stocks-in-tech-and-elsewhere-and-this-winning-fund-manger-shows-you-how-11647615098?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167260536","content_text":"Sentiment in the stock market is so dark, it’s time to rummage through the hard-hit technology sector to pick up potential long-term winners.For help, let’s turn to tech expert Chris Armbruster, the co-portfolio manager of the Virtus KAR Mid-Cap Growth FundPHSKX.He’s worth listening to because his fund has such a great record. The fund beats its Morningstar Direct mid-cap growth category and U.S. mid-cap index by over 13 percentage points, annualized, over the past five years. That’s impressive, and not only because so many fund managers regularly lag behind the market.‘Grow right through’ rate increasesTech companies are down in large part because of worries about rising interest rates. That increases the discount rate in valuation models, which lowers estimated net present values. Armbruster acknowledges the challenge, but downplays it as a meaningful issue for tech over the medium term.“Whether the fed funds rate is 1% or 2.5% is not going to affect their ability to grow unless it slows down the economy,” he says. “We have had interest rate hike cycles in the past and the very best tech companies grow right through them.”The key is to be in the right tech companies, and this is where things get complicated. Fortunately for us, Armbruster took the time recently to share with us the key qualities he looks for in tech and other sectors, below.Big picture, you want to be in companies that have competitive strengths to fend off rivals and maintain their long-term growth potential.This will remain a source of doubt among many investors looking at tech for two reasons, beyond interest rates.1. The pandemic pulled forward a lot of demand. That will hurt the cadence of growth over the next couple of quarters, and that will make investors nervous.2. The best tech companies will continue to invest in their businesses, as they should. This creates uncertainty about their path to profitability. “These uncertainties are going to weigh on the multiples until we get a trend line of growth that people can model.” But they aren’t long-term issues.The bottom line:Take advantage of the confusion to pick up the companies that look like winners because they have the following characteristics.The five most important characteristicsArmbruster says buying names with the following five qualities has helped him build his record of outperformance. Besides tech, the list includes companies from other sectors, as examples, but most of them are in tech. You can consider picking some of these up on your own, or just buying Armbruster’s fund for broader exposure to these qualities.1. High switching costs:This helps investors because it locks in customers and revenue. This quality is often found in software companies. “Once you go through the process of implementing the software, especially at the enterprise level, the inertia is very high, as long as the product is still good,” says Armbruster.For this to really pay off in software, the company has to have upgrades and additional add-on modules and products to sell to customers. He cites WorkdayWDAYin human resources and finance cloud apps, and DatadogDDOGin security monitoring and analytics, as examples in his portfolio. Another example is OktaOKTAin identity management software. Once it’s part of all of a customers’ apps, it’s a headache to switch.High switching costs can crop up in a lot of sectors. For instance, you can look for situations where a service is embedded in a business process. Here he cites the credit score company EquifaxEFX,from his holdings. “The credit score is engrained into the credit decision process,” he says. You can also find switching costs in industry, when a company’s product gets designed in to its customer’s product. Since a redesign can be expensive, switching costs are elevated. AmphenolAPHin electronic and fiber optic connectors and cables is an example.2. Scale advantage:Bigger is better if it brings down costs and enhances clout. An obvious example is Amazon.comAMZN,which has built a huge competitive advantage in its extensive fulfillment network. “The secret sauce has always been fulfillment and the scale advantage here,” says Armbruster.But here’s one you may not know about: SiteOne Landscape SupplySITE,a wholesale distributor of landscape supplies to residential and commercial landscape businesses. SiteOne is five times the size of the next largest player. “That scale allows them to buy materials at lower cost and fulfill demand better than local players,” says Armbruster. It also creates the financial strength to build out a digital ordering and delivery service that smaller companies cannot provide. SiteOne is growing by purchasing smaller local competitors, in what is still a highly fragmented business. A similar holding, PoolPOOLtakes the same approach in the pool supply and equipment business.3. Strong brands:Brand power gives companies pricing power, and it helps lower customer acquisition costs. Here, Armbruster cites Monster BeverageMNST.Coca-ColaKO,PepsiPEPand others have come out with good competing energy drinks. But Monster has defended its market share because it’s done a good job of cultivating its brand.4. Sustainably differentiated business models:“Differentiated” can be tough to define, but you know it when you see it. From the outside, New York-based Signature BankSBNYlooks like just another bank. But when you study it, you notice something different.Instead of growing by acquisition, which is typical of regional banks, Signature attracts and retains top banking talent by offering an entrepreneurial setting. Pay is tightly linked to performance. “Signature Bank incentivizes them more, and this creates highly productive teams. They attract an incredible level of banking talent and they stay because their compensation is driven by their performance. It is very differentiated model,” says Armbruster.Global-E OnlineGLBE,another example, helps companies launch their e-commerce efforts in foreign countries, no easy task to do on your own because of language and cultural differences. Global-E Online helps with everything from websites, to delivery and customer support. Customers include LVMH Moët Hennessy Louis VuittonLVMUY.Global-E Online helps partner ShopifySHOPexpand its international reach. “The service they provide is differentiated and hard to replicate,” says Armbruster.5. The network effect:This is a classic quality that helps create protective moats. Basically, it means the more people there are using a service the better it gets. Like Amazon.com, the Latin American e-commerce company MercadoLibreMELIis a good example, because the platform gets more valuable as more buyers and sellers join.Don’t do thisBesides knowing what to buy, you also have to know what to sell. Here, Armbruster follows a basic rule that many growth company investors use. Add to your winners and cut your losers fast, when the fundamentals break down. “We don’t like to dollar-cost average down. It is hard to do in growth names because there is a lot of room for a growth company to fall before the value investors get in,” says Armbruster.This approach among growth investors explains why stocks fall so hard and fast when they miss revenue or earnings growth targets by even a small amount. But there are exceptions. The challenge is to figure out whether the hiccup is part of a longer-term issue or a fixable problem.For example, Virtus KAR Mid-Cap Growth Fund holding DocuSignDOCUrecently blew up after it missed estimates. Growth was so hot at the company for two years that the company got complacent. “Their sales team did not have to prospect; they just had to pick of up the phone. It seems like they got over-confident,” says Armbruster. “When the phone stopped ringing, they did not have a sales pipeline to reinvigorate the sales rate.”But DocuSign’s competitive strengths remain, and it can get the sales efforts back on track. So Armbruster is staying with the position. “Digital signatures seem easy but the regulatory hurdles are high. So their competitive position is intact, and the value of digital signature is there,” he says.","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035938276,"gmtCreate":1647481974913,"gmtModify":1676534235910,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"This just shows how driven the market is purely by emotions and not fundamentals!","listText":"This just shows how driven the market is purely by emotions and not fundamentals!","text":"This just shows how driven the market is purely by emotions and not fundamentals!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035938276","repostId":"1145248977","repostType":4,"repost":{"id":"1145248977","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":1647480603,"share":"https://www.laohu8.com/m/news/1145248977?lang=&edition=full","pubTime":"2022-03-17 09:30","market":"us","language":"en","title":"Hong Kong Stocks Open Sharply Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1145248977","media":"Tiger Newspress","summary":"Hong Kong stocks open sharply higher on Thursday.The Hang Seng Index jumps more than 6% and the Hang","content":"<html><head></head><body><p>Hong Kong stocks open sharply higher on Thursday.The Hang Seng Index jumps more than 6% and the Hang Seng Tech Index jumps more than 10%.Alibaba, Meituan, JD.com, Baidu and XPeng stocks all jump more than 14%.</p><p><img src=\"https://static.tigerbbs.com/e08c64d545b449141dfb8ccc192dd1ee\" tg-width=\"841\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/9c21786a7396dfb3239f6fcaaf2decf6\" tg-width=\"841\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/b1735300d72db4026caaf51ba8448477\" tg-width=\"418\" tg-height=\"714\" referrerpolicy=\"no-referrer\"/></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>Hong Kong Stocks Open Sharply Higher</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong Stocks Open Sharply Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-17 09:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hong Kong stocks open sharply higher on Thursday.The Hang Seng Index jumps more than 6% and the Hang Seng Tech Index jumps more than 10%.Alibaba, Meituan, JD.com, Baidu and XPeng stocks all jump more than 14%.</p><p><img src=\"https://static.tigerbbs.com/e08c64d545b449141dfb8ccc192dd1ee\" tg-width=\"841\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/9c21786a7396dfb3239f6fcaaf2decf6\" tg-width=\"841\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/b1735300d72db4026caaf51ba8448477\" tg-width=\"418\" tg-height=\"714\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145248977","content_text":"Hong Kong stocks open sharply higher on Thursday.The Hang Seng Index jumps more than 6% and the Hang Seng Tech Index jumps more than 10%.Alibaba, Meituan, JD.com, Baidu and XPeng stocks all jump more than 14%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581934394230212","authorId":"3581934394230212","name":"Tiyenger","avatar":"https://static.tigerbbs.com/19f86e7f2a2c2bdd786b78dfd45bd48b","crmLevel":5,"crmLevelSwitch":0},"content":"Totally agree. People were trashing the Chinese stocks like it is the end of the world. I wish them all the best for their investment journey.","text":"Totally agree. People were trashing the Chinese stocks like it is the end of the world. I wish them all the best for their investment journey.","html":"Totally agree. People were trashing the Chinese stocks like it is the end of the world. I wish them all the best for their investment journey."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098685655,"gmtCreate":1644115475714,"gmtModify":1676533891544,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Will be very convinced once they launch a SaaS solution that can be subscribed and deployed quickly for the private sector ","listText":"Will be very convinced once they launch a SaaS solution that can be subscribed and deployed quickly for the private sector ","text":"Will be very convinced once they launch a SaaS solution that can be subscribed and deployed quickly for the private sector","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098685655","repostId":"1196927717","repostType":4,"repost":{"id":"1196927717","pubTimestamp":1644033090,"share":"https://www.laohu8.com/m/news/1196927717?lang=&edition=full","pubTime":"2022-02-05 11:51","market":"us","language":"en","title":"Palantir: Red Flag Or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196927717","media":"Seeking Alpha","summary":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.</li><li>Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.</li><li>During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic & Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit & KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</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: Red Flag Or Opportunity?</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: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8 <a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">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/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103529572,"gmtCreate":1619794383696,"gmtModify":1704272519572,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Interesting ","listText":"Interesting ","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/103529572","repostId":"1180935504","repostType":4,"repost":{"id":"1180935504","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1619785386,"share":"https://www.laohu8.com/m/news/1180935504?lang=&edition=full","pubTime":"2021-04-30 20:23","market":"us","language":"en","title":"JPMorgan development arm seeks to fund vaccine supply chain","url":"https://stock-news.laohu8.com/highlight/detail?id=1180935504","media":"英为财情Investing","summary":"JPMorgan (NYSE:JPM)'s development finance institution which aims to fund more than $100 billion in a","content":"<p>JPMorgan (NYSE:JPM)'s development finance institution which aims to fund more than $100 billion in activities per year is looking to back more supply chain deals to help fight COVID-19 in developing countries, a bank executive told Reuters.</p>\n<p>Some emerging markets such as India have struggled with supplies of vaccines and other medical equipment in the wake of the pandemic.</p>\n<p>\"We'd like to do more transactions that have development and impact at their heart,\" said Faheen Allibhoy, managing director of the institution.</p>\n<p>The vaccine supply chain, gender-focused lending, water and food security, and climate-smart agriculture are areas where the institution will look to focus, Allibhoy said.</p>\n<p>The JPMorgan Development Finance Institution was set up last year and aims to fund more than $100 billion annually in development activities from investment banking deals, with extra contributions from its markets businesses.</p>\n<p>In 2020, the institution qualified 437 transactions as development finance worth a total of $146 billion.</p>\n<p>It has helped with bonds for the governments of Morocco and the Dominican Republic, where the funds raised are aimed at helping companies affected by the pandemic and financing the state budget, respectively.</p>\n<p>In 2021 it is also focusing on more deals where the bank acts as a financing structuring agent, having in February completed its first in Africa, a $620 million deal involving Liquid Telecom, Allibhoy said.</p>\n<p>This month, the bank announced plans to finance and facilitate more than $2.5 trillion over 10 years to advance long-term solutions that fight climate change and contribute to sustainable development.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan development arm seeks to fund vaccine supply chain</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{ 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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\">\nJPMorgan development arm seeks to fund vaccine supply chain\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-04-30 20:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>JPMorgan (NYSE:JPM)'s development finance institution which aims to fund more than $100 billion in activities per year is looking to back more supply chain deals to help fight COVID-19 in developing countries, a bank executive told Reuters.</p>\n<p>Some emerging markets such as India have struggled with supplies of vaccines and other medical equipment in the wake of the pandemic.</p>\n<p>\"We'd like to do more transactions that have development and impact at their heart,\" said Faheen Allibhoy, managing director of the institution.</p>\n<p>The vaccine supply chain, gender-focused lending, water and food security, and climate-smart agriculture are areas where the institution will look to focus, Allibhoy said.</p>\n<p>The JPMorgan Development Finance Institution was set up last year and aims to fund more than $100 billion annually in development activities from investment banking deals, with extra contributions from its markets businesses.</p>\n<p>In 2020, the institution qualified 437 transactions as development finance worth a total of $146 billion.</p>\n<p>It has helped with bonds for the governments of Morocco and the Dominican Republic, where the funds raised are aimed at helping companies affected by the pandemic and financing the state budget, respectively.</p>\n<p>In 2021 it is also focusing on more deals where the bank acts as a financing structuring agent, having in February completed its first in Africa, a $620 million deal involving Liquid Telecom, Allibhoy said.</p>\n<p>This month, the bank announced plans to finance and facilitate more than $2.5 trillion over 10 years to advance long-term solutions that fight climate change and contribute to sustainable development.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180935504","content_text":"JPMorgan (NYSE:JPM)'s development finance institution which aims to fund more than $100 billion in activities per year is looking to back more supply chain deals to help fight COVID-19 in developing countries, a bank executive told Reuters.\nSome emerging markets such as India have struggled with supplies of vaccines and other medical equipment in the wake of the pandemic.\n\"We'd like to do more transactions that have development and impact at their heart,\" said Faheen Allibhoy, managing director of the institution.\nThe vaccine supply chain, gender-focused lending, water and food security, and climate-smart agriculture are areas where the institution will look to focus, Allibhoy said.\nThe JPMorgan Development Finance Institution was set up last year and aims to fund more than $100 billion annually in development activities from investment banking deals, with extra contributions from its markets businesses.\nIn 2020, the institution qualified 437 transactions as development finance worth a total of $146 billion.\nIt has helped with bonds for the governments of Morocco and the Dominican Republic, where the funds raised are aimed at helping companies affected by the pandemic and financing the state budget, respectively.\nIn 2021 it is also focusing on more deals where the bank acts as a financing structuring agent, having in February completed its first in Africa, a $620 million deal involving Liquid Telecom, Allibhoy said.\nThis month, the bank announced plans to finance and facilitate more than $2.5 trillion over 10 years to advance long-term solutions that fight climate change and contribute to sustainable development.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097197306,"gmtCreate":1645370159654,"gmtModify":1676534021938,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Market is overvalued for sure. The faster thedrop the better it is for all long term investors. As Jeremy Grantham says, it will always fall back to the mean ","listText":"Market is overvalued for sure. The faster thedrop the better it is for all long term investors. As Jeremy Grantham says, it will always fall back to the mean ","text":"Market is overvalued for sure. The faster thedrop the better it is for all long term investors. As Jeremy Grantham says, it will always fall back to the mean","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097197306","repostId":"2212622457","repostType":4,"repost":{"id":"2212622457","pubTimestamp":1645322543,"share":"https://www.laohu8.com/m/news/2212622457?lang=&edition=full","pubTime":"2022-02-20 10:02","market":"us","language":"en","title":"Death cross crystallizes in Nasdaq Composite on Friday for first time in 2 years, in a bearish sign for the stock market","url":"https://stock-news.laohu8.com/highlight/detail?id=2212622457","media":"MarketWatch","summary":"The Nasdaq Composite index has produced a \"death cross\" chart pattern on Friday, a bearish chart pat","content":"<html><head></head><body><p>The Nasdaq Composite index has produced a "death cross" chart pattern on Friday, a bearish chart pattern for an asset.</p><p>History suggests this occurrence could weigh on the broader stock market over the shorter term, however, it is unclear if the formation of the downbeat pattern, closely followed by market technicians, signals more pain ahead or simply affirms a downtrend that has taken shape in markets.</p><p>A death cross appears when the 50-day moving average crosses below the 200-day moving average, an event that many chart watchers view as marking the spot a shorter-term correction morphs into a longer-term downtrend.</p><p>On Friday morning, the Nasdaq Composite's 50-day moving average was at 14,710.76, while the its 200-day moving average stood at 14,740.44 (see attached chart).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dcd09b437518341a25b40e8363c0605\" tg-width=\"700\" tg-height=\"333\" width=\"100%\" height=\"auto\"/><span>FactSet</span></p><p>The last time a death cross formed in the Nasdaq Composite was April 16, 2020, according to Dow Jones Market Data.</p><p>It is worth noting that such crosses aren't necessarily good market-timing indicators, however, as they are well telegraphed, but they can help put a selloff in historical perspective, technicians say.</p><p>U.S. stocks, and specifically once-highflying technology stocks, have been buffeted by expectations of a new regime of higher interest rates to be ushered in by the Federal Reserve as it combats surging inflation.</p><p>Concerns about military conflict in Europe also have provoked anxieties among bullish investors and driven down the value in stocks in speculative and yield-sensitive areas of the market, which makes up a large chunk of the Nasdaq Composite constituents.</p><p>On Friday, stocks ended lower, with the Nasdaq Composite down 1.2%, while the S&P 500 index down 0.7% and the Dow Jones Industrial Average was trading 0.7% lower.</p><p>Neither the Dow nor the S&P 500 are close to seeing death crosses. However, a death cross materialized in the small-capitalization oriented Russell 2000 index at the start of 2022, FactSet data show.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Death cross crystallizes in Nasdaq Composite on Friday for first time in 2 years, in a bearish sign for the stock market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDeath cross crystallizes in Nasdaq Composite on Friday for first time in 2 years, in a bearish sign for the stock market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-20 10:02 GMT+8 <a href=https://www.marketwatch.com/story/death-cross-crystallizes-in-nasdaq-composite-on-friday-for-first-time-in-2-years-in-a-bearish-sign-for-the-stock-market-11645196858?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nasdaq Composite index has produced a \"death cross\" chart pattern on Friday, a bearish chart pattern for an asset.History suggests this occurrence could weigh on the broader stock market over the ...</p>\n\n<a href=\"https://www.marketwatch.com/story/death-cross-crystallizes-in-nasdaq-composite-on-friday-for-first-time-in-2-years-in-a-bearish-sign-for-the-stock-market-11645196858?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/death-cross-crystallizes-in-nasdaq-composite-on-friday-for-first-time-in-2-years-in-a-bearish-sign-for-the-stock-market-11645196858?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212622457","content_text":"The Nasdaq Composite index has produced a \"death cross\" chart pattern on Friday, a bearish chart pattern for an asset.History suggests this occurrence could weigh on the broader stock market over the shorter term, however, it is unclear if the formation of the downbeat pattern, closely followed by market technicians, signals more pain ahead or simply affirms a downtrend that has taken shape in markets.A death cross appears when the 50-day moving average crosses below the 200-day moving average, an event that many chart watchers view as marking the spot a shorter-term correction morphs into a longer-term downtrend.On Friday morning, the Nasdaq Composite's 50-day moving average was at 14,710.76, while the its 200-day moving average stood at 14,740.44 (see attached chart).FactSetThe last time a death cross formed in the Nasdaq Composite was April 16, 2020, according to Dow Jones Market Data.It is worth noting that such crosses aren't necessarily good market-timing indicators, however, as they are well telegraphed, but they can help put a selloff in historical perspective, technicians say.U.S. stocks, and specifically once-highflying technology stocks, have been buffeted by expectations of a new regime of higher interest rates to be ushered in by the Federal Reserve as it combats surging inflation.Concerns about military conflict in Europe also have provoked anxieties among bullish investors and driven down the value in stocks in speculative and yield-sensitive areas of the market, which makes up a large chunk of the Nasdaq Composite constituents.On Friday, stocks ended lower, with the Nasdaq Composite down 1.2%, while the S&P 500 index down 0.7% and the Dow Jones Industrial Average was trading 0.7% lower.Neither the Dow nor the S&P 500 are close to seeing death crosses. However, a death cross materialized in the small-capitalization oriented Russell 2000 index at the start of 2022, FactSet data show.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091617295,"gmtCreate":1643851789502,"gmtModify":1676533863499,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Could this be an overreaction from the markets?","listText":"Could this be an overreaction from the markets?","text":"Could this be an overreaction from the markets?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091617295","repostId":"2208364488","repostType":4,"repost":{"id":"2208364488","pubTimestamp":1643842462,"share":"https://www.laohu8.com/m/news/2208364488?lang=&edition=full","pubTime":"2022-02-03 06:54","market":"us","language":"en","title":"Meta Platforms Stock Plunges 20% on Q4 EPS Miss and Worse Than Expected Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2208364488","media":"StreetInsider","summary":"Meta Platforms shares dropped more than 20% after-hours following the company’s Q4 results, with EPS","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> shares dropped more than 20% after-hours following the company’s Q4 results, with EPS of $3.67 coming in worse than the consensus estimate of $3.84. Revenue was $33.67 billion, compared to the Street estimate of $33.38 billion.</p><p><img src=\"https://static.tigerbbs.com/e923813c4a5c3814a0429a51a3a6db23\" tg-width=\"880\" tg-height=\"630\" referrerpolicy=\"no-referrer\"/></p><p>Daily active people (DAP) for Family of Apps (FoA), which includes Facebook, Instagram, Messenger, WhatsApp and other services, was 2.82 billion on average for December 2021, representing an 8% growth year-over-year. Family monthly active people (MAP) was 3.59 billion as of December 31, 2021, representing a 9% year-over-year growth.</p><p>The company repurchased $19.18 billion and $44.81 billion of its Class A common stock in Q4 and 2021, respectively, and has $38.79 billion available and authorized for repurchases as of December 31, 2021.</p><p>The company expects Q1/2022 revenue in the range of $27-29 billion (3-11% growth year-over-year), which is lower than the consensus estimate of $30.1 billion and is expected to be impacted by headwinds to both impression and price growth.</p><p>According to Mark Zuckerberg, Meta founder and CEO, the company made encouraging progress in 2021 in a number of important growth areas like Reels, commerce, and virtual reality, and continues to invest in these and other key priorities this year as it works towards building the metaverse.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms Stock Plunges 20% on Q4 EPS Miss and Worse Than Expected Outlook</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms Stock Plunges 20% on Q4 EPS Miss and Worse Than Expected Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 06:54 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=19548168><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms shares dropped more than 20% after-hours following the company’s Q4 results, with EPS of $3.67 coming in worse than the consensus estimate of $3.84. Revenue was $33.67 billion, compared...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19548168\">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.streetinsider.com/dr/news.php?id=19548168","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208364488","content_text":"Meta Platforms shares dropped more than 20% after-hours following the company’s Q4 results, with EPS of $3.67 coming in worse than the consensus estimate of $3.84. Revenue was $33.67 billion, compared to the Street estimate of $33.38 billion.Daily active people (DAP) for Family of Apps (FoA), which includes Facebook, Instagram, Messenger, WhatsApp and other services, was 2.82 billion on average for December 2021, representing an 8% growth year-over-year. Family monthly active people (MAP) was 3.59 billion as of December 31, 2021, representing a 9% year-over-year growth.The company repurchased $19.18 billion and $44.81 billion of its Class A common stock in Q4 and 2021, respectively, and has $38.79 billion available and authorized for repurchases as of December 31, 2021.The company expects Q1/2022 revenue in the range of $27-29 billion (3-11% growth year-over-year), which is lower than the consensus estimate of $30.1 billion and is expected to be impacted by headwinds to both impression and price growth.According to Mark Zuckerberg, Meta founder and CEO, the company made encouraging progress in 2021 in a number of important growth areas like Reels, commerce, and virtual reality, and continues to invest in these and other key priorities this year as it works towards building the metaverse.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004174759,"gmtCreate":1642549540224,"gmtModify":1676533720980,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"More potential to sink as dividend yield of S&P now is only at 1.3%","listText":"More potential to sink as dividend yield of S&P now is only at 1.3%","text":"More potential to sink as dividend yield of S&P now is only at 1.3%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004174759","repostId":"2204408493","repostType":4,"repost":{"id":"2204408493","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1642541163,"share":"https://www.laohu8.com/m/news/2204408493?lang=&edition=full","pubTime":"2022-01-19 05:26","market":"us","language":"en","title":"US STOCKS-Wall St Sinks as Yields Spike, Financials Fall after Goldman Miss","url":"https://stock-news.laohu8.com/highlight/detail?id=2204408493","media":"Reuters","summary":"* Nasdaq ends down 9.7% from Nov 19 record close* Goldman shares tumble as profit hit by weaker trad","content":"<html><head></head><body><p>* Nasdaq ends down 9.7% from Nov 19 record close</p><p>* Goldman shares tumble as profit hit by weaker trading</p><p>* Benchmark U.S. Treasury yields jump to two-year highs</p><p>* Activision soars on $68.7 billion Microsoft deal</p><p>* Indexes down: Dow 1.51%, S&P 1.84%, Nasdaq 2.6%</p><p>By Lewis Krauskopf, Bansari Mayur Kamdar and Shreyashi Sanyal</p><p>Jan 18 (Reuters) - Wall Street's main indexes fell sharply on Tuesday as weak results from Goldman Sachs weighed on financial stocks and tech shares continued their sell-off to start the year as U.S. Treasury yields rose to milestones.</p><p>The Nasdaq dropped most among major indexes on Tuesday and now has fallen about 9.7% from its Nov. 19 record closing high, close to confirming a 10% correction for the first time since early 2021. The tech-heavy index also closed below its 200-day moving average, a key technical support level, for the first time since April 2020.</p><p>Goldman Sachs shares tumbled 7% after the investment bank missed quarterly profit expectations amid weak trading activity. The financials sector , which has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better-performing groups in 2022, dropped 2.3%.</p><p>“The financials crumbling a little bit under the weight of less-than-impressive earnings quarters is probably the biggest factor today,” said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. “When you have taken out potentially one of the areas that actually was working here, that kind of casts a pall on the market.”</p><p>Benchmark U.S. Treasury yields jumped to two-year highs and two-year yields breached 1% as traders prepared for the Federal Reserve to be more aggressive in tackling unabated inflation.</p><p>The steep ascent in yields to start 2022 has weighed in particular on tech and growth stocks, whose future expected cash flows are discounted more sharply as yields rise.</p><p>“The hot inflation prints have spooked the market that the Fed is going to move and so we are seeing this rise in yields,” said Mona Mahajan, senior investment strategist at Edward Jones.</p><p>"It’s not only the rise in yields but the rapid rise in yields ... that really does cause some indigestion in the market, but particularly in growth, higher valuation, more speculative asset classes,” Mahajan said.</p><p>The Dow Jones Industrial Average fell 543.34 points, or 1.51%, to 35,368.47, the S&P 500 lost 85.74 points, or 1.84%, to 4,577.11 and the Nasdaq Composite dropped 386.86 points, or 2.6%, to 14,506.90.</p><p>Of 11 S&P 500 sectors, 10 ended lower, with technology falling the most. Energy , the top-percentage gainer so far in 2022, was the lone sector in positive territory, rising 0.4%.</p><p>Declines in megacap stocks, including Microsoft , Apple and <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> , weighed heavily on the S&P 500 among individual shares.</p><p>A BofA survey showed that fund managers had cut their overweight positions in tech to their lowest levels since 2008, while another survey by Deutsche Bank found that a majority of respondents believed U.S. technology stocks are in bubble territory.</p><p>Investors are zeroing in on next week's Fed policy meeting for more clarity on central bankers' next moves to rein in inflation. Data last week showed U.S. consumer prices increased solidly in December, culminating in the largest annual rise in inflation in nearly four decades.</p><p>In company news, Activision shares soared nearly 26% after Microsoft announced a deal to buy the video-game maker for $68.7 billion. Shares of other video game companies rose, with Electronic Arts up 2.7% and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> up 1%. Microsoft shares fell 2.4%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 5.52-to-1 ratio; on Nasdaq, a 4.93-to-1 ratio favored decliners.</p><p>The S&P 500 posted 34 new 52-week highs and nine new lows; the Nasdaq Composite recorded 69 new highs and 611 new lows.</p><p>About 11.9 billion shares changed hands in U.S. exchanges, compared with the 10 billion daily average over the last 20 sessions.</p><p>Goldman profit hit by weaker trading, rising expenses; shares tumble.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Sinks as Yields Spike, Financials Fall after Goldman Miss</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Sinks as Yields Spike, Financials Fall after Goldman Miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-19 05:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Nasdaq ends down 9.7% from Nov 19 record close</p><p>* Goldman shares tumble as profit hit by weaker trading</p><p>* Benchmark U.S. Treasury yields jump to two-year highs</p><p>* Activision soars on $68.7 billion Microsoft deal</p><p>* Indexes down: Dow 1.51%, S&P 1.84%, Nasdaq 2.6%</p><p>By Lewis Krauskopf, Bansari Mayur Kamdar and Shreyashi Sanyal</p><p>Jan 18 (Reuters) - Wall Street's main indexes fell sharply on Tuesday as weak results from Goldman Sachs weighed on financial stocks and tech shares continued their sell-off to start the year as U.S. Treasury yields rose to milestones.</p><p>The Nasdaq dropped most among major indexes on Tuesday and now has fallen about 9.7% from its Nov. 19 record closing high, close to confirming a 10% correction for the first time since early 2021. The tech-heavy index also closed below its 200-day moving average, a key technical support level, for the first time since April 2020.</p><p>Goldman Sachs shares tumbled 7% after the investment bank missed quarterly profit expectations amid weak trading activity. The financials sector , which has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better-performing groups in 2022, dropped 2.3%.</p><p>“The financials crumbling a little bit under the weight of less-than-impressive earnings quarters is probably the biggest factor today,” said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. “When you have taken out potentially one of the areas that actually was working here, that kind of casts a pall on the market.”</p><p>Benchmark U.S. Treasury yields jumped to two-year highs and two-year yields breached 1% as traders prepared for the Federal Reserve to be more aggressive in tackling unabated inflation.</p><p>The steep ascent in yields to start 2022 has weighed in particular on tech and growth stocks, whose future expected cash flows are discounted more sharply as yields rise.</p><p>“The hot inflation prints have spooked the market that the Fed is going to move and so we are seeing this rise in yields,” said Mona Mahajan, senior investment strategist at Edward Jones.</p><p>"It’s not only the rise in yields but the rapid rise in yields ... that really does cause some indigestion in the market, but particularly in growth, higher valuation, more speculative asset classes,” Mahajan said.</p><p>The Dow Jones Industrial Average fell 543.34 points, or 1.51%, to 35,368.47, the S&P 500 lost 85.74 points, or 1.84%, to 4,577.11 and the Nasdaq Composite dropped 386.86 points, or 2.6%, to 14,506.90.</p><p>Of 11 S&P 500 sectors, 10 ended lower, with technology falling the most. Energy , the top-percentage gainer so far in 2022, was the lone sector in positive territory, rising 0.4%.</p><p>Declines in megacap stocks, including Microsoft , Apple and <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> , weighed heavily on the S&P 500 among individual shares.</p><p>A BofA survey showed that fund managers had cut their overweight positions in tech to their lowest levels since 2008, while another survey by Deutsche Bank found that a majority of respondents believed U.S. technology stocks are in bubble territory.</p><p>Investors are zeroing in on next week's Fed policy meeting for more clarity on central bankers' next moves to rein in inflation. Data last week showed U.S. consumer prices increased solidly in December, culminating in the largest annual rise in inflation in nearly four decades.</p><p>In company news, Activision shares soared nearly 26% after Microsoft announced a deal to buy the video-game maker for $68.7 billion. Shares of other video game companies rose, with Electronic Arts up 2.7% and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> up 1%. Microsoft shares fell 2.4%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 5.52-to-1 ratio; on Nasdaq, a 4.93-to-1 ratio favored decliners.</p><p>The S&P 500 posted 34 new 52-week highs and nine new lows; the Nasdaq Composite recorded 69 new highs and 611 new lows.</p><p>About 11.9 billion shares changed hands in U.S. exchanges, compared with the 10 billion daily average over the last 20 sessions.</p><p>Goldman profit hit by weaker trading, rising expenses; shares tumble.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4552":"Archegos爆仓风波概念",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4127":"投资银行业与经纪业","BK4550":"红杉资本持仓",".SPX":"S&P 500 Index","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","GS":"高盛"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204408493","content_text":"* Nasdaq ends down 9.7% from Nov 19 record close* Goldman shares tumble as profit hit by weaker trading* Benchmark U.S. Treasury yields jump to two-year highs* Activision soars on $68.7 billion Microsoft deal* Indexes down: Dow 1.51%, S&P 1.84%, Nasdaq 2.6%By Lewis Krauskopf, Bansari Mayur Kamdar and Shreyashi SanyalJan 18 (Reuters) - Wall Street's main indexes fell sharply on Tuesday as weak results from Goldman Sachs weighed on financial stocks and tech shares continued their sell-off to start the year as U.S. Treasury yields rose to milestones.The Nasdaq dropped most among major indexes on Tuesday and now has fallen about 9.7% from its Nov. 19 record closing high, close to confirming a 10% correction for the first time since early 2021. The tech-heavy index also closed below its 200-day moving average, a key technical support level, for the first time since April 2020.Goldman Sachs shares tumbled 7% after the investment bank missed quarterly profit expectations amid weak trading activity. The financials sector , which has been one of the better-performing groups in 2022, dropped 2.3%.“The financials crumbling a little bit under the weight of less-than-impressive earnings quarters is probably the biggest factor today,” said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. “When you have taken out potentially one of the areas that actually was working here, that kind of casts a pall on the market.”Benchmark U.S. Treasury yields jumped to two-year highs and two-year yields breached 1% as traders prepared for the Federal Reserve to be more aggressive in tackling unabated inflation.The steep ascent in yields to start 2022 has weighed in particular on tech and growth stocks, whose future expected cash flows are discounted more sharply as yields rise.“The hot inflation prints have spooked the market that the Fed is going to move and so we are seeing this rise in yields,” said Mona Mahajan, senior investment strategist at Edward Jones.\"It’s not only the rise in yields but the rapid rise in yields ... that really does cause some indigestion in the market, but particularly in growth, higher valuation, more speculative asset classes,” Mahajan said.The Dow Jones Industrial Average fell 543.34 points, or 1.51%, to 35,368.47, the S&P 500 lost 85.74 points, or 1.84%, to 4,577.11 and the Nasdaq Composite dropped 386.86 points, or 2.6%, to 14,506.90.Of 11 S&P 500 sectors, 10 ended lower, with technology falling the most. Energy , the top-percentage gainer so far in 2022, was the lone sector in positive territory, rising 0.4%.Declines in megacap stocks, including Microsoft , Apple and Meta Platforms , weighed heavily on the S&P 500 among individual shares.A BofA survey showed that fund managers had cut their overweight positions in tech to their lowest levels since 2008, while another survey by Deutsche Bank found that a majority of respondents believed U.S. technology stocks are in bubble territory.Investors are zeroing in on next week's Fed policy meeting for more clarity on central bankers' next moves to rein in inflation. Data last week showed U.S. consumer prices increased solidly in December, culminating in the largest annual rise in inflation in nearly four decades.In company news, Activision shares soared nearly 26% after Microsoft announced a deal to buy the video-game maker for $68.7 billion. Shares of other video game companies rose, with Electronic Arts up 2.7% and Take-Two Interactive Software up 1%. Microsoft shares fell 2.4%.Declining issues outnumbered advancing ones on the NYSE by a 5.52-to-1 ratio; on Nasdaq, a 4.93-to-1 ratio favored decliners.The S&P 500 posted 34 new 52-week highs and nine new lows; the Nasdaq Composite recorded 69 new highs and 611 new lows.About 11.9 billion shares changed hands in U.S. exchanges, compared with the 10 billion daily average over the last 20 sessions.Goldman profit hit by weaker trading, rising expenses; shares tumble.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097822337,"gmtCreate":1645413331233,"gmtModify":1676534025752,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"There will always be something to worry about but as long as the world remains, the market will continue to grow long term ","listText":"There will always be something to worry about but as long as the world remains, the market will continue to grow long term ","text":"There will always be something to worry about but as long as the world remains, the market will continue to grow long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097822337","repostId":"1181371656","repostType":4,"repost":{"id":"1181371656","pubTimestamp":1645403586,"share":"https://www.laohu8.com/m/news/1181371656?lang=&edition=full","pubTime":"2022-02-21 08:33","market":"us","language":"en","title":"Singapore Stock Market May Take Further Damage On Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1181371656","media":"RTTNews","summary":"The Singapore stock market on Friday snapped the three-day winning streak in which it had collected ","content":"<html><head></head><body><p>The Singapore stock market on Friday snapped the three-day winning streak in which it had collected more than 20 points or 0.6 percent. The Straits Times Index sits just beneath the 3,430-point plateau and it may extend its losses on Monday.</p><p>The global forecast for the Asian markets is negative due to the ongoing uncertainty created by fears that Russia will imminently invade Ukraine. The European and U.S. markets were down and the Asian bourses are tipped to open in similar fashion.</p><p>The STI finished modestly lower on Friday following losses from the financial shares and industrials, while the properties were mixed.</p><p>For the day, the index slipped 12.67 points or 0.37 percent to finish at 3,428.90 after trading between 3,427.66 and 3,447.39. Volume was 1.3 billion shares worth 1.2 billion Singapore dollars. There were 259 gainers and 226 decliners.</p><p>Among the actives, Ascendas REIT gained 0.35 percent, while CapitaLand Integrated Commercial Trust advanced 0.47 percent, City Developments added 0.41 percent, Dairy Farm International tumbled 1.39 percent, DBS Group fell 0.22 percent, Genting Singapore climbed 0.64 percent, Hongkong Land plunged 2.28 percent, Keppel Corp skidded 0.49 percent, Mapletree Commercial Trust spiked 1.09 percent, Oversea-Chinese Banking Corporation retreated 1.04 percent, SembCorp Industries tanked 1.55 percent, Singapore Airlines rose 0.18 percent, Singapore Exchange lost 0.31 percent, SingTel sank 0.39 percent, Thai Beverage surged 2.90 percent, United Overseas Bank declined 0.88 percent, Wilmar International slumped 0.42 percent and Yangzijiang Shipbuilding, Mapletree Logistics Trust, Singapore Technologies Engineering, SATS, Singapore Press Holdings and Comfort DelGro were unchanged.</p><p>The lead from Wall Street is soft as the major averages opened lower on Friday and remained that way through most of the session, ending firmly in the red.</p><p>The Dow dropped 232.85 points or 0.68 percent to finish at 34,079.18, while the NASDAQ tumbled 168.65 points or 1.23 percent to close at 13,548.07 and the S&P 500 lost 31.39 points or 0.72 percent to end at 4,348.87. For the week, the Dow dropped 1.9 percent, the NASDAQ sank 1.8 percent and the S&P fell 1.6 percent.</p><p>The sustained weakness on Wall Street came amid lingering geopolitical concerns as the Ukrainian government and Russian state-controlled media continued to exchanged accusations of cease-fire violations in the eastern part of the country.</p><p>Uncertainty about the outlook for monetary policy also continued to weigh on the markets ahead of an anticipated interest rate hike by the Federal Reserve next month.</p><p>In U.S. economic news, the National Association of Realtors reported a sharp increase in existing home sales last month. Also, the Conference Board showed an unexpected pullback by its leading U.S. economic indicators in January.</p><p>Crude oil prices drifted lower on Friday amid signs of negotiations to restore the Iran nuclear deal. West Texas Intermediate Crude oil futures for March ended lower by $0.69 or 0.36 percent at $91.07 a barrel. WTI futures shed 2.2 percent in the week.</p></body></html>","source":"lsy1626938412129","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>Singapore Stock Market May Take Further Damage On Monday</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\">\nSingapore Stock Market May Take Further Damage On Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-21 08:33 GMT+8 <a href=https://www.rttnews.com/3264103/singapore-stock-market-may-take-further-damage-on-monday.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market on Friday snapped the three-day winning streak in which it had collected more than 20 points or 0.6 percent. The Straits Times Index sits just beneath the 3,430-point ...</p>\n\n<a href=\"https://www.rttnews.com/3264103/singapore-stock-market-may-take-further-damage-on-monday.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3264103/singapore-stock-market-may-take-further-damage-on-monday.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181371656","content_text":"The Singapore stock market on Friday snapped the three-day winning streak in which it had collected more than 20 points or 0.6 percent. The Straits Times Index sits just beneath the 3,430-point plateau and it may extend its losses on Monday.The global forecast for the Asian markets is negative due to the ongoing uncertainty created by fears that Russia will imminently invade Ukraine. The European and U.S. markets were down and the Asian bourses are tipped to open in similar fashion.The STI finished modestly lower on Friday following losses from the financial shares and industrials, while the properties were mixed.For the day, the index slipped 12.67 points or 0.37 percent to finish at 3,428.90 after trading between 3,427.66 and 3,447.39. Volume was 1.3 billion shares worth 1.2 billion Singapore dollars. There were 259 gainers and 226 decliners.Among the actives, Ascendas REIT gained 0.35 percent, while CapitaLand Integrated Commercial Trust advanced 0.47 percent, City Developments added 0.41 percent, Dairy Farm International tumbled 1.39 percent, DBS Group fell 0.22 percent, Genting Singapore climbed 0.64 percent, Hongkong Land plunged 2.28 percent, Keppel Corp skidded 0.49 percent, Mapletree Commercial Trust spiked 1.09 percent, Oversea-Chinese Banking Corporation retreated 1.04 percent, SembCorp Industries tanked 1.55 percent, Singapore Airlines rose 0.18 percent, Singapore Exchange lost 0.31 percent, SingTel sank 0.39 percent, Thai Beverage surged 2.90 percent, United Overseas Bank declined 0.88 percent, Wilmar International slumped 0.42 percent and Yangzijiang Shipbuilding, Mapletree Logistics Trust, Singapore Technologies Engineering, SATS, Singapore Press Holdings and Comfort DelGro were unchanged.The lead from Wall Street is soft as the major averages opened lower on Friday and remained that way through most of the session, ending firmly in the red.The Dow dropped 232.85 points or 0.68 percent to finish at 34,079.18, while the NASDAQ tumbled 168.65 points or 1.23 percent to close at 13,548.07 and the S&P 500 lost 31.39 points or 0.72 percent to end at 4,348.87. For the week, the Dow dropped 1.9 percent, the NASDAQ sank 1.8 percent and the S&P fell 1.6 percent.The sustained weakness on Wall Street came amid lingering geopolitical concerns as the Ukrainian government and Russian state-controlled media continued to exchanged accusations of cease-fire violations in the eastern part of the country.Uncertainty about the outlook for monetary policy also continued to weigh on the markets ahead of an anticipated interest rate hike by the Federal Reserve next month.In U.S. economic news, the National Association of Realtors reported a sharp increase in existing home sales last month. Also, the Conference Board showed an unexpected pullback by its leading U.S. economic indicators in January.Crude oil prices drifted lower on Friday amid signs of negotiations to restore the Iran nuclear deal. West Texas Intermediate Crude oil futures for March ended lower by $0.69 or 0.36 percent at $91.07 a barrel. WTI futures shed 2.2 percent in the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
