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JadeS

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2022-05-07

Have not been sleeping well for months!! 😔

9 High-Yield Blue-Chips To Help You Sleep Well At Night In This Bear Market

2022-04-11

Own preference

Warren Buffett’s Berkshire Hathaway Bought HP Stock. Why You Should, Too.

2022-04-10

There are those who fall and those who gain more

Hot Stocks: Semiconductor Stocks Fall; BCRX, CCCC Plunge; WDFC Rises on Earnings; KR Set a New High

2022-04-10

$Barrick Gold Corp(GOLD)$👍

2022-04-09

Which one will you choose?

Palantir Vs. Snowflake Stock: Which Is The Better Buy?

2022-04-09

$AT&T Inc(T)$communications

2022-03-30

$Barrick Gold Corp(GOLD)$good prospect

2022-03-19

It is one's opinion

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2021-05-12

Can sustain?

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2021-05-08

A joke that make you rich

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2021-05-04

Nothing remain the same forever

Bill and Melinda Gates are getting divorced. Here are some stocks they owned

2021-04-28

Lesser production

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2021-04-26

Keep an eye on it

What to watch in the markets this week

2021-04-22

Overvalued

Netflix deserves the benefit of the doubt, despite subscriber slowdown, Jim Cramer says

2021-04-21

Can only dream for it

2021-04-21

WildGame

Any Way You Look At It, GameStop Stock Is Still Wildly Overvalued

2021-04-21

Interesting

Here’s everything Apple just announced: New iPad Pros, colorful iMacs, AirTags and more

2021-04-19

Less trading volumes ?

Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?

2021-04-19

Sharing

2021-04-18

Sharing

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not been sleeping well for months!! 😔","listText":"Have not been sleeping well for months!! 😔","text":"Have not been sleeping well for months!! 😔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066342141","repostId":"2233539913","repostType":4,"repost":{"id":"2233539913","kind":"news","pubTimestamp":1651839340,"share":"https://ttm.financial/m/news/2233539913?lang=&edition=fundamental","pubTime":"2022-05-06 20:15","market":"us","language":"en","title":"9 High-Yield Blue-Chips To Help You Sleep Well At Night In This Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2233539913","media":"seekingalpha","summary":"gradyreese/E+ via Getty ImagesThe wild stock market ride in 2022 continues.YChartsOn Wednesday, May ","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/6c9e5cba011e06e7f7d9fd5aca6e0787\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>gradyreese/E+ via Getty Images</p><p></p><p>The wild stock market ride in 2022 continues.</p><p></p><p><img src=\"https://static.tigerbbs.com/80a1bb2e88cfacad35fade7d6e4450db\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts</p><p></p><p>On Wednesday, May 4th, after Fed Chairman Jerome Powell took 75 basis point hikes off the table, the market roared higher with the Nasdaq soaring 3.5%.</p><p>As I write this, the market is down 3.7% and the Nasdaq 5.1%.</p><p>Bonds are getting crushed and even low volatility stocks are selling off, though just a fraction as much.</p><p>Why is the market getting hammered today? There is no news to explain it, it&#39;s just soaring interest rates and crashing stock prices.</p><p>I understand that a lot of investors are getting exhausted by this volatility.</p><p>It seems historic and in a way it is.</p><p></p><p><img src=\"https://static.tigerbbs.com/7afc29e391d43e816b6d641e57034359\" tg-width=\"640\" tg-height=\"653\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Charlie Bilello</p><p></p><p>In fact, it&#39;s the 3rd worst start of the year for stocks in history.</p><p>But guess what?</p><p></p><p><img src=\"https://static.tigerbbs.com/91aaea5881a2fe583b6899f459c4e7c5\" tg-width=\"640\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Daily Shot </p><p></p><p>It&#39;s also a perfectly average correction, just <a href=\"https://laohu8.com/S/AONE.U\">one</a> that&#39;s happening a bit quicker than usual.</p><p>The temptation to sell everything and hide in cash (and under your bed) might be strong, but as I&#39;ve explained in numerous articles, market timing is a great way to destroy your nest egg.</p><blockquote>If you try to time the market you&#39;ll churn your portfolio to death.&#34; - Joshua Brown, CEO Ritholtz Wealth Management</blockquote><p>This article explains why this bear market is normal, healthy, and could end within the next month or so (about 6% lower on the S&amp;P 500).</p><p>But in the meantime, let me show you how to harness the power of the world&#39;s best low volatility, high-yield blue-chips to sleep well at night, while growing rich over time, in this and all future bear markets.</p><p><b>Up 2% YTD While The Market Is Down 15% And Tech -23%... The Ultimate SWAN Portfolio </b></p><p></p><p><img src=\"https://static.tigerbbs.com/6cc28eeeb3fd642ac0aa284500b4617c\" tg-width=\"640\" tg-height=\"260\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>The portfolio I&#39;m highlighting today is up 2% in 2022, beating the market by 17% and the Nasdaq by 25%.</p><ul><li>This is the power of low volatility blue-chips and prudent risk-management</li></ul><h2>9 High-Yield Blue-Chips For The Ultimate Sleep Well At Night Portfolio</h2><p></p><p><img src=\"https://static.tigerbbs.com/830dee466fa7d063f45a3c0379b7eeb5\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>(Source: DK Zen Research Terminal)</p><p></p><ul><li>Verizon (VZ)</li><li><a href=\"https://laohu8.com/S/UGI\">UGI Corp</a> (UGI)</li><li>Altria (MO)</li><li><a href=\"https://laohu8.com/S/MMM\">3M</a> (MMM)</li><li>Merck (MRK)</li><li><a href=\"https://laohu8.com/S/IBM\">IBM</a> (IBM)</li><li>Enbridge (ENB)</li><li>$Royal Bank of Canada(RY-T)$ (RY)</li><li>Realty Income (O)</li></ul><p>I&#39;ve linked to articles covering these companies&#39; long-term investment thesis, growth potential, and risk profiles.</p><p>But the reason for these nine blue-chips is simple.</p><ul><li>4.5% very safe yield</li><li>21.6% average annual volatility (vs. 23% aristocrats and 28% standalone companies)</li><li>Aristocrat level safety and quality</li><li>10.8% long-term return potential</li></ul><h2>World-Class Quality You Can Trust In All Economic And Market Conditions</h2><p></p><p><img src=\"https://static.tigerbbs.com/bd618885cc81dccd2ff7e33fc573bf15\" tg-width=\"640\" tg-height=\"302\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Sorted By Credit Rating (Source: DK Zen Research Terminal)</p><p></p><p>For context, the average aristocrat has</p><ul><li>87% quality</li><li>89% safety score</li><li>84% dependability</li><li>67% LT risk-management percentile</li></ul><p>These high-yield, low volatility blue-chips average 86% Ultra SWAN quality, matching the aristocrats, and are BBB+ stable rated by S&amp;P (on average).</p><p>What does that mean? That this is one of the safest 4.5% yielding portfolio on earth.</p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (161 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>High-Yield, Low Volatility Blue-Chips</b></td><td><b>88%</b></td><td><b>0.5%</b></td><td><b>1.60%</b></td></tr><tr><td>Risk Rating</td><td>Low-Risk (70th industry percentile risk-management consensus)</td><td>BBB+ Stable outlook credit rating 5% 30-year bankruptcy risk</td><td><p>20% OR LESS Max Risk Cap Recommendation Each (IBM and UGI 2.5%)</p></td></tr></tbody></table><p>In the historical average recession, the risk of these companies cutting their dividends is approximately 1 in 200.</p><p>In a severe recession, such as the Great Recession or Pandemic, it&#39;s approximately 1 in 63.</p><p>S&amp;P estimates the average bankruptcy risk at 4.2%, a BBB+ stable credit rating.</p><p>And six rating agencies estimate these blue-chips are in the top 30% of their industries in terms of long-term risk-management.</p><p>And for final confirmation of safety and quality let&#39;s consider their 30-year average dividend growth streak.</p><ul><li>Effectively an aristocrat portfolio</li><li>1.5x longer than the Ben Graham standard of excellence</li></ul><h2>Wonderful Companies At Wonderful Prices</h2><p></p><p><img src=\"https://static.tigerbbs.com/87605a934ed63c5e2974b94481d3a056\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: DK Zen Research Terminal</p><p></p><p>The S&amp;P 500 is about 5% historically overvalued trading at 18x forward earnings.</p><p>These high-yield blue-chips trade at 12.6x earnings, and a 14% historical discount to fair value.</p><p>Analysts expect them to deliver 14% returns in the next year alone, but 23% total returns would be justified by fundamentals.</p><h2>Long-Term Fundamentals That Could Make You Rich</h2><p></p><p><img src=\"https://static.tigerbbs.com/b78f0eb5c79513c5c571e2a4320d3036\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: DK Zen Research Terminal</p><p></p><p>This is effectively a BBB+ rated aristocrat that yields 4.5%, is growing 6.3% and analysts expect to deliver 10.8% annual returns.</p><table><colgroup></colgroup><tbody><tr><td>Investment Strategy</td><td>Yield</td><td>LT Consensus Growth</td><td>LT Consensus Total Return Potential</td><td>Long-Term Risk-Adjusted Expected Return</td><td>Long-Term Inflation And Risk-Adjusted Expected Returns</td><td>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</td><td><p>10 Year Inflation And Risk-Adjusted Expected Return</p></td></tr><tr><td><b>High-Yield, Low Volatility Blue-Chips</b></td><td><b>4.5%</b></td><td><b>6.30%</b></td><td><b>10.8%</b></td><td><b>7.6%</b></td><td><b>5.0%</b></td><td><b>14.4</b></td><td><b>1.63</b></td></tr><tr><td>Adam&#39;s Planned Correction Buys</td><td>3.9%</td><td>18.8%</td><td>22.7%</td><td>15.9%</td><td>13.3%</td><td>5.4</td><td>3.50</td></tr><tr><td>10-Year US Treasury</td><td>3.1%</td><td>0.0%</td><td>3.1%</td><td>3.1%</td><td>0.5%</td><td>133.3</td><td>1.06</td></tr><tr><td>REITs</td><td>2.9%</td><td>6.5%</td><td>9.4%</td><td>6.6%</td><td>4.0%</td><td>17.9</td><td>1.48</td></tr><tr><td>High-Yield</td><td>2.8%</td><td>10.3%</td><td>13.1%</td><td>9.2%</td><td>6.6%</td><td>10.9</td><td>1.90</td></tr><tr><td>S&amp;P 500</td><td>1.5%</td><td>8.5%</td><td>10.0%</td><td>7.0%</td><td>4.5%</td><td>16.2</td><td>1.55</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, YCharts)</i></p><p>What does this mean for you?</p><h4>Inflation-Adjusted Consensus Total Return Potential: $1,000 Initial Investment</h4><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>7.4% CAGR Inflation-Adjusted S&amp;P Consensus</b></td><td><b>8.7% Inflation-Adjusted Aristocrat Consensus</b></td><td><b>8.3% CAGR Inflation-Adjusted High-Yield, Low Volatility Blue-Chip Consensus</b></td><td><b>Difference Between Inflation Adjusted High-Yield, Low Volatility Blue-Chip Consensus And S&amp;P Consensus</b></td></tr><tr><td>5</td><td>$1,432.29</td><td>$1,514.08</td><td>$1,486.41</td><td>$54.12</td></tr><tr><td>10</td><td>$2,051.47</td><td>$2,292.44</td><td>$2,209.42</td><td>$157.96</td></tr><tr><td>15</td><td>$2,938.30</td><td>$3,470.93</td><td>$3,284.12</td><td>$345.82</td></tr><tr><td>20</td><td>$4,208.51</td><td>$5,255.26</td><td>$4,881.55</td><td>$673.04</td></tr><tr><td>25</td><td>$6,027.82</td><td>$7,956.89</td><td>$7,256.01</td><td>$1,228.18</td></tr><tr><td><b>30</b></td><td><b>$8,633.61</b></td><td><b>$12,047.36</b></td><td><b>$10,785.42</b></td><td><b>$2,151.81</b></td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>Analysts think these blue-chips can deliver 11x inflation-adjusted returns over the next 30 years.</p><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>Ratio Aristocrats/S&amp;P</b></td><td><b>Ratio Inflation-Adjusted High-Yield, Low Volatility Blue-Chip Consensus, And S&amp;P Consensus</b></td></tr><tr><td>5</td><td>1.06</td><td>1.04</td></tr><tr><td>10</td><td>1.12</td><td>1.08</td></tr><tr><td>15</td><td>1.18</td><td>1.12</td></tr><tr><td>20</td><td>1.25</td><td>1.16</td></tr><tr><td>25</td><td>1.32</td><td>1.20</td></tr><tr><td><b>30</b></td><td><b>1.40</b></td><td><b>1.25</b></td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>That&#39;s potentially 25% better returns than the market, with 3x the much safer yield on day one and a lot less volatility.</p><h2>Historical Returns Since 1996 (Annual Rebalancing)</h2><blockquote>&#34;The future doesn&#39;t repeat, but it often rhymes.&#34; - Mark Twain</blockquote><p>Past performance is no guarantee of future results, but studies show that blue-chips with relatively stable fundamentals over time offer predictable returns based on yield, growth, and valuation mean reversion.</p><p></p><p><img src=\"https://static.tigerbbs.com/65819e34d5e25e03f6e8073cac9429fb\" tg-width=\"640\" tg-height=\"638\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bank of America </p><p>So let&#39;s take a look at how these high-yield blue-chips have performed over the last 26 years when over 91% of total returns were the result of fundamentals, not luck.</p><p><img src=\"https://static.tigerbbs.com/abf063928bfbc73e00b68ef7db3c80a2\" tg-width=\"640\" tg-height=\"146\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer Premium </p><p></p><p>They almost doubled a 60/40 retirement portfolio and beat the S&amp;P 500 by 3% annually but with 2.6% lower annual volatility.</p><p>Most impressively, during the 2nd biggest stock market crash in US history, they fell no more than a 60/40 portfolio.</p><ul><li>9 blue-chips falling less than a 40% bond portfolio</li></ul><p>And let&#39;s not forget about the main job of this portfolio, generous, safe, and steadily growing income.</p><table><colgroup></colgroup><tbody><tr><td><b>Portfolio</b></td><td><b>1996 Income Per $1,000 Investment</b></td><td><b>2021 Income Per $1,000 Investment</b></td><td><b>Annual Income Growth</b></td><td><b>Starting Yield</b></td><td><b>2021 Yield On Cost</b></td></tr><tr><td>High-Yield Low Volatility Blue-Chips</td><td>$53</td><td>$1,068</td><td>12.76%</td><td>5.3%</td><td>106.8%</td></tr><tr><td>S&amp;P 500</td><td>$22</td><td>$147</td><td>7.89%</td><td>2.2%</td><td>14.7%</td></tr></tbody></table><p><i>(Source: Portfolio Visualizer Premium)</i></p><p>While the market grew its dividends at a decent 8% rate, these much higher-yielding low volatility blue-chips delivered 13% long-term income growth.</p><ul><li>5.3% yield in 1996 and 107% yield on cost in 2021</li></ul><p>What about future income growth?</p><table><colgroup></colgroup><tbody><tr><td><b>Analyst Consensus Income Growth Forecast</b></td><td><b>Risk-Adjusted Expected Income Growth</b></td><td><b>Risk And Tax-Adjusted Expected Income Growth</b></td><td><p><b>Risk, Inflation, And Tax Adjusted Income Growth Consensus</b></p></td></tr><tr><td>10.4%</td><td>7.3%</td><td>6.2%</td><td>3.6%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>Analysts expect 10.4% long-term income growth.</p><p>When we adjust for the risk of these companies not growing as expected, inflation and taxes, we get a real expected income growth rate of 3.6%.</p><p>Now compare that to what they expect from the S&amp;P 500.</p><table><tbody><tr><td><b>Time Frame</b></td><td><b>S&amp;P Inflation-Adjusted Dividend Growth</b></td><td><b>S&amp;P Inflation-Adjusted Earnings Growth</b></td></tr><tr><td>1871-2021</td><td>1.6%</td><td>2.1%</td></tr><tr><td>1945-2021</td><td>2.4%</td><td>3.5%</td></tr><tr><td>1981-2021 (Modern Falling Rate Era)</td><td>2.8%</td><td>3.8%</td></tr><tr><td>2008-2021 (Modern Low Rate Era)</td><td>3.5%</td><td>6.2%</td></tr><tr><td><b>FactSet Future Consensus</b></td><td><b>2.0%</b></td><td><b>5.2%</b></td></tr></tbody></table><p><i>(Sources: S&amp;P, FactSet, Multipl.com)</i></p><p>What about a 60/40 retirement portfolio?</p><ul><li>0.5% consensus inflation, risk, and tax-adjusted income growth.</li></ul><p>In other words, these 6 blue-chip bargains offer:</p><ul><li>3x the market&#39;s yield (and a much safer yield at that)</li><li>nearly 2x its long-term inflation-adjusted consensus income growth potential</li><li><i>7x better long-term inflation-adjusted income growth than a 60/40 retirement portfolio</i></li></ul><p>This is the power of high-yield, low volatility blue-chip investing to change your financial future and your life.</p><h2>Bottom Line: These 9 High-Yield, Low Volatility Blue-Chips Could Be Just What You Need To Sleep Well At Night</h2><p>I know this correction/bear market might seem scary. That&#39;s especially true if you are new to the market, joining in the giddiness following the pandemic.</p><ul><li>The single fastest bull run in history</li><li>+100% in 12 months</li></ul><p>That wasn&#39;t normal, this correction? Totally normal.</p><ul><li>The market&#39;s average peak decline since 1980 is 15%</li><li>In any given year you need to be prepared for this kind of decline</li><li>It&#39;s the cost of owning the best performing asset class in history</li></ul><p>If you have no savings to put to work, then the best course of action is to sit tight and trust your portfolio&#39;s risk management, which you hopefully have remained disciplined with and followed with annual rebalancing.</p><blockquote>Volatility caused by money managers who speculate irrationality with huge sums will offer the true investor more chance to make intelligent investment moves. <b>He can be hurt by such volatility only if he is forced, by either financial or psychological pressures, to sell at untoward times.</b>&#34; - Warren Buffett</blockquote><p>Volatility is not a threat to any prudently diversified and risk-managed portfolio.</p><p>In fact, anyone reinvesting dividends benefits immensely from these kinds of periodic and completely normal sell-offs.</p><p>And that&#39;s where the power of high-yield, low volatility blue-chips like VZ, MRK, UGI, MO, MMM, IBM, ENB, O, and RY come in.</p><ul><li>Aristocrat safety and quality</li><li>30-year average dividend growth streak</li><li>BBB+ stable average credit rating</li><li>4.5% very safe yield (3x that of the S&amp;P 500)</li><li>6.3% long-term growth consensus</li><li>10.8% CAGR total return consensus potential (vs. 13% historical returns over the last 26 years)</li><li>Average annual volatility of 12.5% vs. 15% S&amp;P 500</li><li>Peak decline of 31% during the Great Recession (same as a 60/40 portfolio)</li><li>Up almost 3% YTD vs. -15% S&amp;P 500</li></ul><p>This is the power of trusting the world&#39;s best low volatility high-yield blue-chips when the market is at its most frightening.</p><p>This is how you take charge of your financial destiny and stop praying for luck on Wall Street.</p><p>This is how you can avoid costly mistakes, such as panic selling within 7% of what could be this bear market bottom.</p><p>If you&#39;re exhausted from this correction, you&#39;re not alone.</p><p>Just remember that 97% of long-term investing returns are a function of fundamentals, not luck.</p><p>And the fundamentals of these nine high-yield, low volatility blue-chips are rock solid.</p><p>And that&#39;s why they combine to form one of the best Ultra SWAN portfolios in the world, perfect for troubled times like these.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n9 High-Yield Blue-Chips To Help You Sleep Well At Night In This Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 20:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4507751-9-high-yield-blue-chips-help-sleep-well-bear-market><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>gradyreese/E+ via Getty ImagesThe wild stock market ride in 2022 continues.YChartsOn Wednesday, May 4th, after Fed Chairman Jerome Powell took 75 basis point hikes off the table, the market roared ...</p>\n\n<a href=\"https://seekingalpha.com/article/4507751-9-high-yield-blue-chips-help-sleep-well-bear-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".SPX":"S&P 500 Index","BK4504":"桥水持仓","BK4512":"苹果概念","OEX":"标普100","SPXU":"三倍做空标普500ETF","ENB":"安桥","RY":"加拿大皇家银行","BK4516":"特朗普概念","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","BK4515":"5G概念","BK4144":"石油与天然气的储存和运输","SDS":"两倍做空标普500ETF","UGI":"UGI公用事业","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4007":"制药","IBM":"IBM","BK4075":"烟草","BK4566":"资本集团","BK4575":"芯片概念","BK4080":"零售业房地产投资信托","VZ":"威瑞森","BK4206":"工业集团企业","MRK":"默沙东","BK4559":"巴菲特持仓","MO":"奥驰亚","BK4538":"云计算","IVV":"标普500指数ETF","SH":"标普500反向ETF","BK4550":"红杉资本持仓","BK4579":"人工智能","O":"Realty Income Corp","MMM":"3M","BK4115":"综合电信业务","BK4134":"信息科技咨询与其它服务","BK4207":"综合性银行","UPRO":"三倍做多标普500ETF","BK4197":"燃气公用事业","SSO":"两倍做多标普500ETF","BK4581":"高盛持仓"},"source_url":"https://seekingalpha.com/article/4507751-9-high-yield-blue-chips-help-sleep-well-bear-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233539913","content_text":"gradyreese/E+ via Getty ImagesThe wild stock market ride in 2022 continues.YChartsOn Wednesday, May 4th, after Fed Chairman Jerome Powell took 75 basis point hikes off the table, the market roared higher with the Nasdaq soaring 3.5%.As I write this, the market is down 3.7% and the Nasdaq 5.1%.Bonds are getting crushed and even low volatility stocks are selling off, though just a fraction as much.Why is the market getting hammered today? There is no news to explain it, it's just soaring interest rates and crashing stock prices.I understand that a lot of investors are getting exhausted by this volatility.It seems historic and in a way it is.Charlie BilelloIn fact, it's the 3rd worst start of the year for stocks in history.But guess what?Daily Shot It's also a perfectly average correction, just one that's happening a bit quicker than usual.The temptation to sell everything and hide in cash (and under your bed) might be strong, but as I've explained in numerous articles, market timing is a great way to destroy your nest egg.If you try to time the market you'll churn your portfolio to death.\" - Joshua Brown, CEO Ritholtz Wealth ManagementThis article explains why this bear market is normal, healthy, and could end within the next month or so (about 6% lower on the S&P 500).But in the meantime, let me show you how to harness the power of the world's best low volatility, high-yield blue-chips to sleep well at night, while growing rich over time, in this and all future bear markets.Up 2% YTD While The Market Is Down 15% And Tech -23%... The Ultimate SWAN Portfolio Portfolio Visualizer PremiumThe portfolio I'm highlighting today is up 2% in 2022, beating the market by 17% and the Nasdaq by 25%.This is the power of low volatility blue-chips and prudent risk-management9 High-Yield Blue-Chips For The Ultimate Sleep Well At Night Portfolio(Source: DK Zen Research Terminal)Verizon (VZ)UGI Corp (UGI)Altria (MO)3M (MMM)Merck (MRK)IBM (IBM)Enbridge (ENB)$Royal Bank of Canada(RY-T)$ (RY)Realty Income (O)I've linked to articles covering these companies' long-term investment thesis, growth potential, and risk profiles.But the reason for these nine blue-chips is simple.4.5% very safe yield21.6% average annual volatility (vs. 23% aristocrats and 28% standalone companies)Aristocrat level safety and quality10.8% long-term return potentialWorld-Class Quality You Can Trust In All Economic And Market ConditionsSorted By Credit Rating (Source: DK Zen Research Terminal)For context, the average aristocrat has87% quality89% safety score84% dependability67% LT risk-management percentileThese high-yield, low volatility blue-chips average 86% Ultra SWAN quality, matching the aristocrats, and are BBB+ stable rated by S&P (on average).What does that mean? That this is one of the safest 4.5% yielding portfolio on earth.RatingDividend Kings Safety Score (161 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%High-Yield, Low Volatility Blue-Chips88%0.5%1.60%Risk RatingLow-Risk (70th industry percentile risk-management consensus)BBB+ Stable outlook credit rating 5% 30-year bankruptcy risk20% OR LESS Max Risk Cap Recommendation Each (IBM and UGI 2.5%)In the historical average recession, the risk of these companies cutting their dividends is approximately 1 in 200.In a severe recession, such as the Great Recession or Pandemic, it's approximately 1 in 63.S&P estimates the average bankruptcy risk at 4.2%, a BBB+ stable credit rating.And six rating agencies estimate these blue-chips are in the top 30% of their industries in terms of long-term risk-management.And for final confirmation of safety and quality let's consider their 30-year average dividend growth streak.Effectively an aristocrat portfolio1.5x longer than the Ben Graham standard of excellenceWonderful Companies At Wonderful PricesSource: DK Zen Research TerminalThe S&P 500 is about 5% historically overvalued trading at 18x forward earnings.These high-yield blue-chips trade at 12.6x earnings, and a 14% historical discount to fair value.Analysts expect them to deliver 14% returns in the next year alone, but 23% total returns would be justified by fundamentals.Long-Term Fundamentals That Could Make You RichSource: DK Zen Research TerminalThis is effectively a BBB+ rated aristocrat that yields 4.5%, is growing 6.3% and analysts expect to deliver 10.8% annual 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 Expected ReturnHigh-Yield, Low Volatility Blue-Chips4.5%6.30%10.8%7.6%5.0%14.41.63Adam's Planned Correction Buys3.9%18.8%22.7%15.9%13.3%5.43.5010-Year US Treasury3.1%0.0%3.1%3.1%0.5%133.31.06REITs2.9%6.5%9.4%6.6%4.0%17.91.48High-Yield2.8%10.3%13.1%9.2%6.6%10.91.90S&P 5001.5%8.5%10.0%7.0%4.5%16.21.55(Source: Morningstar, FactSet, YCharts)What does this mean for you?Inflation-Adjusted Consensus Total Return Potential: $1,000 Initial InvestmentTime Frame (Years)7.4% CAGR Inflation-Adjusted S&P Consensus8.7% Inflation-Adjusted Aristocrat Consensus8.3% CAGR Inflation-Adjusted High-Yield, Low Volatility Blue-Chip ConsensusDifference Between Inflation Adjusted High-Yield, Low Volatility Blue-Chip Consensus And S&P Consensus5$1,432.29$1,514.08$1,486.41$54.1210$2,051.47$2,292.44$2,209.42$157.9615$2,938.30$3,470.93$3,284.12$345.8220$4,208.51$5,255.26$4,881.55$673.0425$6,027.82$7,956.89$7,256.01$1,228.1830$8,633.61$12,047.36$10,785.42$2,151.81(Source: DK Research Terminal, FactSet)Analysts think these blue-chips can deliver 11x inflation-adjusted returns over the next 30 years.Time Frame (Years)Ratio Aristocrats/S&PRatio Inflation-Adjusted High-Yield, Low Volatility Blue-Chip Consensus, And S&P Consensus51.061.04101.121.08151.181.12201.251.16251.321.20301.401.25(Source: DK Research Terminal, FactSet)That's potentially 25% better returns than the market, with 3x the much safer yield on day one and a lot less volatility.Historical Returns Since 1996 (Annual Rebalancing)\"The future doesn't repeat, but it often rhymes.\" - Mark TwainPast performance is no guarantee of future results, but studies show that blue-chips with relatively stable fundamentals over time offer predictable returns based on yield, growth, and valuation mean reversion.Bank of America So let's take a look at how these high-yield blue-chips have performed over the last 26 years when over 91% of total returns were the result of fundamentals, not luck.Portfolio Visualizer Premium They almost doubled a 60/40 retirement portfolio and beat the S&P 500 by 3% annually but with 2.6% lower annual volatility.Most impressively, during the 2nd biggest stock market crash in US history, they fell no more than a 60/40 portfolio.9 blue-chips falling less than a 40% bond portfolioAnd let's not forget about the main job of this portfolio, generous, safe, and steadily growing income.Portfolio1996 Income Per $1,000 Investment2021 Income Per $1,000 InvestmentAnnual Income GrowthStarting Yield2021 Yield On CostHigh-Yield Low Volatility Blue-Chips$53$1,06812.76%5.3%106.8%S&P 500$22$1477.89%2.2%14.7%(Source: Portfolio Visualizer Premium)While the market grew its dividends at a decent 8% rate, these much higher-yielding low volatility blue-chips delivered 13% long-term income growth.5.3% yield in 1996 and 107% yield on cost in 2021What about future income growth?Analyst Consensus Income Growth ForecastRisk-Adjusted Expected Income GrowthRisk And Tax-Adjusted Expected Income GrowthRisk, Inflation, And Tax Adjusted Income Growth Consensus10.4%7.3%6.2%3.6%(Source: DK Research Terminal, FactSet)Analysts expect 10.4% long-term income growth.When we adjust for the risk of these companies not growing as expected, inflation and taxes, we get a real expected income growth rate of 3.6%.Now compare that to what they expect from the S&P 500.Time FrameS&P Inflation-Adjusted Dividend GrowthS&P Inflation-Adjusted Earnings Growth1871-20211.6%2.1%1945-20212.4%3.5%1981-2021 (Modern Falling Rate Era)2.8%3.8%2008-2021 (Modern Low Rate Era)3.5%6.2%FactSet Future Consensus2.0%5.2%(Sources: S&P, FactSet, Multipl.com)What about a 60/40 retirement portfolio?0.5% consensus inflation, risk, and tax-adjusted income growth.In other words, these 6 blue-chip bargains offer:3x the market's yield (and a much safer yield at that)nearly 2x its long-term inflation-adjusted consensus income growth potential7x better long-term inflation-adjusted income growth than a 60/40 retirement portfolioThis is the power of high-yield, low volatility blue-chip investing to change your financial future and your life.Bottom Line: These 9 High-Yield, Low Volatility Blue-Chips Could Be Just What You Need To Sleep Well At NightI know this correction/bear market might seem scary. That's especially true if you are new to the market, joining in the giddiness following the pandemic.The single fastest bull run in history+100% in 12 monthsThat wasn't normal, this correction? Totally normal.The market's average peak decline since 1980 is 15%In any given year you need to be prepared for this kind of declineIt's the cost of owning the best performing asset class in historyIf you have no savings to put to work, then the best course of action is to sit tight and trust your portfolio's risk management, which you hopefully have remained disciplined with and followed with annual rebalancing.Volatility caused by money managers who speculate irrationality with huge sums will offer the true investor more chance to make intelligent investment moves. He can be hurt by such volatility only if he is forced, by either financial or psychological pressures, to sell at untoward times.\" - Warren BuffettVolatility is not a threat to any prudently diversified and risk-managed portfolio.In fact, anyone reinvesting dividends benefits immensely from these kinds of periodic and completely normal sell-offs.And that's where the power of high-yield, low volatility blue-chips like VZ, MRK, UGI, MO, MMM, IBM, ENB, O, and RY come in.Aristocrat safety and quality30-year average dividend growth streakBBB+ stable average credit rating4.5% very safe yield (3x that of the S&P 500)6.3% long-term growth consensus10.8% CAGR total return consensus potential (vs. 13% historical returns over the last 26 years)Average annual volatility of 12.5% vs. 15% S&P 500Peak decline of 31% during the Great Recession (same as a 60/40 portfolio)Up almost 3% YTD vs. -15% S&P 500This is the power of trusting the world's best low volatility high-yield blue-chips when the market is at its most frightening.This is how you take charge of your financial destiny and stop praying for luck on Wall Street.This is how you can avoid costly mistakes, such as panic selling within 7% of what could be this bear market bottom.If you're exhausted from this correction, you're not alone.Just remember that 97% of long-term investing returns are a function of fundamentals, not luck.And the fundamentals of these nine high-yield, low volatility blue-chips are rock solid.And that's why they combine to form one of the best Ultra SWAN portfolios in the world, perfect for troubled times like these.","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014848573,"gmtCreate":1649642889484,"gmtModify":1676534543066,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"Own preference&nbsp;","listText":"Own preference&nbsp;","text":"Own preference","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014848573","repostId":"1191869405","repostType":4,"repost":{"id":"1191869405","kind":"news","pubTimestamp":1649638156,"share":"https://ttm.financial/m/news/1191869405?lang=&edition=fundamental","pubTime":"2022-04-11 08:49","market":"us","language":"en","title":"Warren Buffett’s Berkshire Hathaway Bought HP Stock. Why You Should, Too.","url":"https://stock-news.laohu8.com/highlight/detail?id=1191869405","media":"Barrons","summary":"When Bill Hewlett and Dave Packard founded Hewlett-Packard in Palo Alto, Calif., in 1939, Berkshire ","content":"<html><head></head><body><p>When Bill Hewlett and Dave Packard founded Hewlett-Packard in Palo Alto, Calif., in 1939, Berkshire Hathaway founder Warren Buffett was eight years old. Eighty-three years later, Buffett added HP Inc. to his long list of storied investments.</p><p>This past week, Berkshire (ticker: BRK.A) disclosed an 11.4% stake in the PC and printer company HP (HPQ), which is not to be confused with Hewlett Packard Enterprise (HPE), the server, networking, and storage company from which it split in 2014.</p><p>You could argue that Berkshire is a little late here. HP’s PC business soared during the pandemic, driving growth to the highest level since the company was split in two; HP’s stock price has doubled since 2019. Meanwhile, there are signs that PC demand is going to slow from here as the stay-at-home trend fades. Analysts at Goldman Sachs, Morgan Stanley, UBS, and Barclays have all turned cautious on the PC sector for just that reason.</p><p>As <i>Barron’s</i>has repeatedly noted, HP shares are cheap by almost any statistical measure. In an October 2021 column, I described them as a “screaming buy.” (I’d like to think Buffett read the column.) Even after the stock rallied 15% this past week on the Buffett news, HP shares still trade for a modest nine times expected earnings for the October 2023 fiscal year, and just 0.7 times sales. And HP remains exceedingly shareholder-friendly: Over the past eight quarters, it repurchased 26% of its shares—and it has promised to buy back at least $4 billion of stock in the current fiscal year. The stock sports a 2.8% dividend yield.</p><p>For the first time in years, HP also has a growth story to talk about, thanks to the soaring PC demand during the pandemic. Even as the company’s enterprise printer business slowed during office shutdowns, demand for home printers spiked.</p><p>While the pandemic boom may be fading, HP CEO Enrique Lores is expanding the company’s product portfolio to include a broader range of businesses. HP spent $425 million last year to buy the HyperX gaming peripherals unit from memory maker Kingston Technology. A leader in gaming headsets, HyperX also sells keyboards, mice, and microphones.</p><p>Then in late March, HP agreed to buy the headset and audioconferencing company Poly (POLY) for $3.3 billion. It’s a direct play on the future of hybrid work.</p><p>Even so, prominent Wall Street firms are taking a bearish view on HP. Morgan Stanley analyst Erik Woodring, who recently cut his rating on HP shares to Underweight from Equal Weight, thinks consumer hardware spending will be pressured as supply improves, prices fall, and demand normalizes—and he sees macro risks to enterprise demand. UBS analyst David Vogt on Friday reduced his HP rating to Neutral from Buy, citing softening PC demand, the potential for slowing buybacks, and the considerable appreciation in the stock price.</p><p>Paul Wick, portfolio manager of the Columbia Seligman Technology and Information fund, which owns HP stock, thinks Wall Street is missing the bigger picture.</p><p>“We’ve been big fans of Hewlett-Packard and CEO Enrique Lores, who has executed extremely well,” Wick told me during an interview for our <i>Barron’s</i>Live interview series this past week. He concedes the PC business will be flattish but sees a shift to more-profitable commercial models from cheaper consumer units. And he says the printing business is recovering.</p><p>Wick thinks HP can earn $5 a share in fiscal 2024, up from $3.79 in 2021. Buybacks are shrinking the share count quarter after quarter, he notes. “It’s not a sexy business, but it is better than people give it credit for.”</p><p>Berkshire’s big bet on HP is a good reminder that now is the time to be looking for other tech bargains, especially as interest rates head higher. In order to find good candidates, I screened for tech stocks in the S&amp;P 500 trading at less than 10 times Wall Street’s projected earnings for next year. It’s a small group that includes both HP and HP Enterprise, the IT services company DXC Technology (DXC), the two disk-drive stocks Seagate Technology (STX) and Western Digital (WDC), and a handful of chip names, including Micron Technology (MU), which I wrote about bullishly last week, and the mobile phone radio chip firms Qorvo (QRVO) and Skyworks Solutions (SWKS).</p><p>Some of those chip names are part of a new, actively managed exchange-traded fund just launched by Wick.Columbia Seligman Semiconductor &amp; Technology trades under the ticker SEMI and should be a good way to play both cheap tech and ongoing strength in the chip world.</p><p>“Semiconductor fundamentals are strong, and valuations are reasonable—a lot more reasonable than other parts of technology, and even relative to the broad market,” Wick says.</p><p>As it happens, Micron is one of Wick’s top picks; he’s also upbeat on Intel (INTC), which he says is far more attractive than more popular (and expensive) options like Advanced Micro Devices (AMD) and Nvidia (NVDA). He’s also bullish on optical networking plays, including         Ciena (CIEN), Lumentum Holdings (LITE), Ericsson (ERIC), and Viavi Solutions (VIAV), and the enterprise storage company NetApp (NTAP).       They all benefit from increased data center spending.</p><p>My guess is Berkshire won’t be waiting decades to invest in its next Palo Alto-based tech firm.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett’s Berkshire Hathaway Bought HP Stock. Why You Should, Too. </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\">\nWarren Buffett’s Berkshire Hathaway Bought HP Stock. Why You Should, Too. \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-11 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/hp-stock-buffett-buy-51649455403?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Bill Hewlett and Dave Packard founded Hewlett-Packard in Palo Alto, Calif., in 1939, Berkshire Hathaway founder Warren Buffett was eight years old. Eighty-three years later, Buffett added HP Inc....</p>\n\n<a href=\"https://www.barrons.com/articles/hp-stock-buffett-buy-51649455403?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HPQ":"惠普","BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.barrons.com/articles/hp-stock-buffett-buy-51649455403?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191869405","content_text":"When Bill Hewlett and Dave Packard founded Hewlett-Packard in Palo Alto, Calif., in 1939, Berkshire Hathaway founder Warren Buffett was eight years old. Eighty-three years later, Buffett added HP Inc. to his long list of storied investments.This past week, Berkshire (ticker: BRK.A) disclosed an 11.4% stake in the PC and printer company HP (HPQ), which is not to be confused with Hewlett Packard Enterprise (HPE), the server, networking, and storage company from which it split in 2014.You could argue that Berkshire is a little late here. HP’s PC business soared during the pandemic, driving growth to the highest level since the company was split in two; HP’s stock price has doubled since 2019. Meanwhile, there are signs that PC demand is going to slow from here as the stay-at-home trend fades. Analysts at Goldman Sachs, Morgan Stanley, UBS, and Barclays have all turned cautious on the PC sector for just that reason.As Barron’shas repeatedly noted, HP shares are cheap by almost any statistical measure. In an October 2021 column, I described them as a “screaming buy.” (I’d like to think Buffett read the column.) Even after the stock rallied 15% this past week on the Buffett news, HP shares still trade for a modest nine times expected earnings for the October 2023 fiscal year, and just 0.7 times sales. And HP remains exceedingly shareholder-friendly: Over the past eight quarters, it repurchased 26% of its shares—and it has promised to buy back at least $4 billion of stock in the current fiscal year. The stock sports a 2.8% dividend yield.For the first time in years, HP also has a growth story to talk about, thanks to the soaring PC demand during the pandemic. Even as the company’s enterprise printer business slowed during office shutdowns, demand for home printers spiked.While the pandemic boom may be fading, HP CEO Enrique Lores is expanding the company’s product portfolio to include a broader range of businesses. HP spent $425 million last year to buy the HyperX gaming peripherals unit from memory maker Kingston Technology. A leader in gaming headsets, HyperX also sells keyboards, mice, and microphones.Then in late March, HP agreed to buy the headset and audioconferencing company Poly (POLY) for $3.3 billion. It’s a direct play on the future of hybrid work.Even so, prominent Wall Street firms are taking a bearish view on HP. Morgan Stanley analyst Erik Woodring, who recently cut his rating on HP shares to Underweight from Equal Weight, thinks consumer hardware spending will be pressured as supply improves, prices fall, and demand normalizes—and he sees macro risks to enterprise demand. UBS analyst David Vogt on Friday reduced his HP rating to Neutral from Buy, citing softening PC demand, the potential for slowing buybacks, and the considerable appreciation in the stock price.Paul Wick, portfolio manager of the Columbia Seligman Technology and Information fund, which owns HP stock, thinks Wall Street is missing the bigger picture.“We’ve been big fans of Hewlett-Packard and CEO Enrique Lores, who has executed extremely well,” Wick told me during an interview for our Barron’sLive interview series this past week. He concedes the PC business will be flattish but sees a shift to more-profitable commercial models from cheaper consumer units. And he says the printing business is recovering.Wick thinks HP can earn $5 a share in fiscal 2024, up from $3.79 in 2021. Buybacks are shrinking the share count quarter after quarter, he notes. “It’s not a sexy business, but it is better than people give it credit for.”Berkshire’s big bet on HP is a good reminder that now is the time to be looking for other tech bargains, especially as interest rates head higher. In order to find good candidates, I screened for tech stocks in the S&P 500 trading at less than 10 times Wall Street’s projected earnings for next year. It’s a small group that includes both HP and HP Enterprise, the IT services company DXC Technology (DXC), the two disk-drive stocks Seagate Technology (STX) and Western Digital (WDC), and a handful of chip names, including Micron Technology (MU), which I wrote about bullishly last week, and the mobile phone radio chip firms Qorvo (QRVO) and Skyworks Solutions (SWKS).Some of those chip names are part of a new, actively managed exchange-traded fund just launched by Wick.Columbia Seligman Semiconductor & Technology trades under the ticker SEMI and should be a good way to play both cheap tech and ongoing strength in the chip world.“Semiconductor fundamentals are strong, and valuations are reasonable—a lot more reasonable than other parts of technology, and even relative to the broad market,” Wick says.As it happens, Micron is one of Wick’s top picks; he’s also upbeat on Intel (INTC), which he says is far more attractive than more popular (and expensive) options like Advanced Micro Devices (AMD) and Nvidia (NVDA). He’s also bullish on optical networking plays, including         Ciena (CIEN), Lumentum Holdings (LITE), Ericsson (ERIC), and Viavi Solutions (VIAV), and the enterprise storage company NetApp (NTAP).       They all benefit from increased data center spending.My guess is Berkshire won’t be waiting decades to invest in its next Palo Alto-based tech firm.","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015725090,"gmtCreate":1649557021496,"gmtModify":1676534529576,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"There are those who fall and those who gain more&nbsp;","listText":"There are those who fall and those who gain more&nbsp;","text":"There are those who fall and those who gain more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015725090","repostId":"2226576805","repostType":4,"repost":{"id":"2226576805","kind":"news","pubTimestamp":1649463365,"share":"https://ttm.financial/m/news/2226576805?lang=&edition=fundamental","pubTime":"2022-04-09 08:16","market":"us","language":"en","title":"Hot Stocks: Semiconductor Stocks Fall; BCRX, CCCC Plunge; WDFC Rises on Earnings; KR Set a New High","url":"https://stock-news.laohu8.com/highlight/detail?id=2226576805","media":"seekingalpha","summary":"With investors worried about a murky economic future, the major U.S. equity averages posted a mixed ","content":"<html><head></head><body><p>With investors worried about a murky economic future, the major U.S. equity averages posted a mixed performance on Friday. Weakness in tech drove the Nasdaq and S&amp;P 500 lower, while the Dow scratched out a modest gain.</p><p>Semiconductor makers contributed to the slide in technology, with Truist issuing a cautious note on the sector. Nvidia (NVDA), Advanced Micro Devices (<a href=\"https://laohu8.com/S/AMD\">AMD</a>) and Broadcom (AVGO) all finished lower.</p><p>Meanwhile, drug development setbacks sparked multiple sell-offs during the session. BioCryst (BCRX) dropped after the firm was forced to halt enrollment in a clinical trial. At the same time, issues with dose-limiting toxicities sent C4 Therapeutics (CCCC) reeling, with the stock losing more than half its value.</p><p>Looking at some of the day&#39;s standout gainers, WD-40 (WDFC) rallied on earnings news and an analyst&#39;s upgrade allowed Kroger (NYSE:KR) to set a new 52-week high.</p><p><b>Sector In Focus</b></p><p>Worries about the tech space drove the Nasdaq lower again on Friday, with the index dropping nearly 6% over the past four sessions. This slide has been led, in part, by a retreat in shares of computer chip makers, a downward march that continued during Friday&#39;s session.</p><p>Truist provided the most recent catalyst for retreat, with the firm warning that it has seen &#34;hard evidence of order cuts&#34; for semiconductors. Analyst William Stein added that data points to a &#34;sudden negative shift&#34; in demand.</p><p>Weighed down by the darkening industry sentiment, big-name players were among the losers in the sector. Nvidia (NVDA) fell 4.5%, while Advanced Micro Devices (AMD) retreated almost 3%.</p><p>Broadcom (AVGO) also posted a notable slide, declining by nearly 3%.</p><p><b>Standout Gainer</b></p><p>Strong earnings prompted buying interest in WD-40 (WDFC), which rose about 7% on the session.</p><p>The maker of the iconic mechanical lubricating product reported a quarterly profit that exceeded expectations. This came as revenue rose 16% from last year to reach nearly $130M.</p><p>Looking ahead, the firm projected 2022 sales between $522M and $547M, with earnings expected to hit a level of $5.14 to $5.27 per share. Analysts were looking for a figure of $5.18 per share, with sales around $538M.</p><p>WDFC rose $12.37 to conclude trading at $186.88. The advance allowed the stock to bounce off a 52-week low of $170.44 set earlier in the week.</p><p>Even with Friday&#39;s pop, shares have fallen almost 27% since late January.</p><p><b>Standout Loser </b></p><p>BioCryst (BCRX) plunged on news that it has decided to halt enrollment in a clinical trial of its factor D inhibitor, known as BCX9930. Shares dropped almost 38% on the news.</p><p>The company reported that it paused enrollment after testing found elevated serum creatinine levels in some patients. BCX9930 was being tested in paroxysmal nocturnal hemoglobinuria, a rare hematological condition.</p><p>BCRX finished Friday&#39;s trading at $11.12, a decline of $6.76 on the session. With the slide, the stock reversed gains posted in January and early February, but it remained above a 52-week low of $9.23 set last April.</p><p><b>Notable New High</b></p><p>A positive analyst comment sparked gains in Kroger (KR), allowing shares of the grocery store chain to extend recent gains. The stock rose about 3% on the day, setting a fresh 52-week high.</p><p>Bank of America upgraded KR to Buy from Neutral, arguing the company can thrive in a high-inflation environment. The firm also raised the stock&#39;s price target to $75 from $61.</p><p>Analyst Robert Ohmes said elevated inflation, which he sees lasting at least through the first half of 2023, will favor retailers with more variety. Ohmes also praised the firm&#39;s &#34;scale and price leadership, strong execution, digital outlook, and developing ecosystem.&#34;</p><p>KR rose $1.80 to close at $61.67. during the session, the stock also reached an intraday 52-week high of $62.78.</p><p>With Friday&#39;s advance, the stock resumed an upswing posted in late February and early March. That earlier rally was helped in part by a better-than-expected earnings report.</p><p>KR has climbed 39% since Feb. 24 and 56% over the last six months.</p><p><b>Notable New Low</b></p><p>Shares of C4 Therapeutics (CCCC) fell off a cliff on Friday, dragged down by the release of clinical trial data. The stock cratered almost 51%, falling to a new 52-week low.</p><p>The company reported that a Phase 1/2 study of its lead asset, called CFT7455, included two dose-limiting toxicities at the starting dose. The trial was looking at the product in patients with multiple myeloma.</p><p>CCCC stated that the trial also produced early evidence of clinical activity.</p><p>CCCC plummeted in the early afternoon as news of trial data broke. The retreat sent the stock to a new intraday 52-week low of $9.75. Shares recovered a bit before the close but still finished at $11.32, a decline of $11.58 on the day.</p><p>Friday&#39;s drop took CCCC below recent support, adding to weakness shown in late 2021 and early 2022. Shares have fallen almost 78% since setting a 52-week high of $51.21 last September.</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>Hot Stocks: Semiconductor Stocks Fall; BCRX, CCCC Plunge; WDFC Rises on Earnings; KR Set a New High</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\">\nHot Stocks: Semiconductor Stocks Fall; BCRX, CCCC Plunge; WDFC Rises on Earnings; KR Set a New High\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 08:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3822152-hot-stocks-semiconductor-stocks-fall-bcrx-cccc-plunge-wdfc-rises-on-earnings-kr-set-a-new-high><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With investors worried about a murky economic future, the major U.S. equity averages posted a mixed performance on Friday. Weakness in tech drove the Nasdaq and S&P 500 lower, while the Dow scratched ...</p>\n\n<a href=\"https://seekingalpha.com/news/3822152-hot-stocks-semiconductor-stocks-fall-bcrx-cccc-plunge-wdfc-rises-on-earnings-kr-set-a-new-high\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BCRX":"BioCryst制药","WDFC":"WD-40","KR":"克罗格","CCCC":"C4 Therapeutics, Inc."},"source_url":"https://seekingalpha.com/news/3822152-hot-stocks-semiconductor-stocks-fall-bcrx-cccc-plunge-wdfc-rises-on-earnings-kr-set-a-new-high","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2226576805","content_text":"With investors worried about a murky economic future, the major U.S. equity averages posted a mixed performance on Friday. Weakness in tech drove the Nasdaq and S&P 500 lower, while the Dow scratched out a modest gain.Semiconductor makers contributed to the slide in technology, with Truist issuing a cautious note on the sector. Nvidia (NVDA), Advanced Micro Devices (AMD) and Broadcom (AVGO) all finished lower.Meanwhile, drug development setbacks sparked multiple sell-offs during the session. BioCryst (BCRX) dropped after the firm was forced to halt enrollment in a clinical trial. At the same time, issues with dose-limiting toxicities sent C4 Therapeutics (CCCC) reeling, with the stock losing more than half its value.Looking at some of the day's standout gainers, WD-40 (WDFC) rallied on earnings news and an analyst's upgrade allowed Kroger (NYSE:KR) to set a new 52-week high.Sector In FocusWorries about the tech space drove the Nasdaq lower again on Friday, with the index dropping nearly 6% over the past four sessions. This slide has been led, in part, by a retreat in shares of computer chip makers, a downward march that continued during Friday's session.Truist provided the most recent catalyst for retreat, with the firm warning that it has seen \"hard evidence of order cuts\" for semiconductors. Analyst William Stein added that data points to a \"sudden negative shift\" in demand.Weighed down by the darkening industry sentiment, big-name players were among the losers in the sector. Nvidia (NVDA) fell 4.5%, while Advanced Micro Devices (AMD) retreated almost 3%.Broadcom (AVGO) also posted a notable slide, declining by nearly 3%.Standout GainerStrong earnings prompted buying interest in WD-40 (WDFC), which rose about 7% on the session.The maker of the iconic mechanical lubricating product reported a quarterly profit that exceeded expectations. This came as revenue rose 16% from last year to reach nearly $130M.Looking ahead, the firm projected 2022 sales between $522M and $547M, with earnings expected to hit a level of $5.14 to $5.27 per share. Analysts were looking for a figure of $5.18 per share, with sales around $538M.WDFC rose $12.37 to conclude trading at $186.88. The advance allowed the stock to bounce off a 52-week low of $170.44 set earlier in the week.Even with Friday's pop, shares have fallen almost 27% since late January.Standout Loser BioCryst (BCRX) plunged on news that it has decided to halt enrollment in a clinical trial of its factor D inhibitor, known as BCX9930. Shares dropped almost 38% on the news.The company reported that it paused enrollment after testing found elevated serum creatinine levels in some patients. BCX9930 was being tested in paroxysmal nocturnal hemoglobinuria, a rare hematological condition.BCRX finished Friday's trading at $11.12, a decline of $6.76 on the session. With the slide, the stock reversed gains posted in January and early February, but it remained above a 52-week low of $9.23 set last April.Notable New HighA positive analyst comment sparked gains in Kroger (KR), allowing shares of the grocery store chain to extend recent gains. The stock rose about 3% on the day, setting a fresh 52-week high.Bank of America upgraded KR to Buy from Neutral, arguing the company can thrive in a high-inflation environment. The firm also raised the stock's price target to $75 from $61.Analyst Robert Ohmes said elevated inflation, which he sees lasting at least through the first half of 2023, will favor retailers with more variety. Ohmes also praised the firm's \"scale and price leadership, strong execution, digital outlook, and developing ecosystem.\"KR rose $1.80 to close at $61.67. during the session, the stock also reached an intraday 52-week high of $62.78.With Friday's advance, the stock resumed an upswing posted in late February and early March. That earlier rally was helped in part by a better-than-expected earnings report.KR has climbed 39% since Feb. 24 and 56% over the last six months.Notable New LowShares of C4 Therapeutics (CCCC) fell off a cliff on Friday, dragged down by the release of clinical trial data. The stock cratered almost 51%, falling to a new 52-week low.The company reported that a Phase 1/2 study of its lead asset, called CFT7455, included two dose-limiting toxicities at the starting dose. The trial was looking at the product in patients with multiple myeloma.CCCC stated that the trial also produced early evidence of clinical activity.CCCC plummeted in the early afternoon as news of trial data broke. The retreat sent the stock to a new intraday 52-week low of $9.75. Shares recovered a bit before the close but still finished at $11.32, a decline of $11.58 on the day.Friday's drop took CCCC below recent support, adding to weakness shown in late 2021 and early 2022. Shares have fallen almost 78% since setting a 52-week high of $51.21 last September.","news_type":1},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015767953,"gmtCreate":1649556273256,"gmtModify":1676534529419,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOLD\">$Barrick Gold Corp(GOLD)$</a>👍","listText":"<a href=\"https://ttm.financial/S/GOLD\">$Barrick Gold Corp(GOLD)$</a>👍","text":"$Barrick Gold Corp(GOLD)$👍","images":[{"img":"https://community-static.tradeup.com/news/d7f2b779d6e484fcd50c6c2d0c689d1d","width":"1080","height":"3064"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015767953","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9015502283,"gmtCreate":1649502376750,"gmtModify":1676534522343,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"Which one will you choose?&nbsp;","listText":"Which one will you choose?&nbsp;","text":"Which one will you choose?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015502283","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","kind":"news","pubTimestamp":1649469608,"share":"https://ttm.financial/m/news/1179777825?lang=&edition=fundamental","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir&#39;s and Snowflake&#39;s shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies&#39; forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake&#39;s top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR&#39;s Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake&#39;s And Palantir&#39;s 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&amp;P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that &#34;Snowflake shares fell sharply&#34; on the day alongside &#34;several other cloud-related stocks, as investors continued to shun technology stocks.&#34;</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW&#39;s and PLTR&#39;s forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company&#39;s Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR&#39;s shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR&#39;s top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company&#39;s robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side&#39;s consensus 2021 year-end estimate was 219 clients, according to<i>S&amp;P Capital IQ</i>.</p><p>However, Palantir&#39;s non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR&#39;s fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir&#39;s total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR&#39;s Q4 2021 results presentation.</p><p>Looking forward, PLTR&#39;s revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and &#34;annual revenue growth of 30% or greater through 2025.&#34;</p><p>However, Palantir&#39;s near-term profitability guidance didn&#39;t meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street&#39;s consensus Q1 2022 operating margin estimate of 28%, as per<i>S&amp;P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media &amp; Telecom Conference on March 9, 2022, PLTR explained that &#34;the investments in the product&#34; in 2021 &#34;drove more improvement faster than we actually thought they might,&#34; and the company is &#34;giving ourselves a little space there to invest as aggressively as possible.&#34;</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW&#39;s shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake&#39;s stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW&#39;s shares performed poorly because investors were unsatisfied with the company&#39;s fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake&#39;s management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW&#39;s top line expansion, as the company&#39;s sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media &amp; Telecom Conference on March 8, 2022, that &#34;every performance improvement we do, we may have a revenue hit,&#34; but it stressed that &#34;those customers are consuming more&#34; in around half a year&#39;s time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the &#34;data&#34; sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams&#39;Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a &#34;software company&#34; which builds &#34;digital infrastructure for data-driven operations.&#34; This provides support for Harris Williams&#39; categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR&#39;s November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of &#34;data processor.&#34; PLTR emphasized that its platforms &#34;allow organizations to better manage&#34; data &#34;by bringing the right data to the people&#34; and enabling &#34;them to take data-driven decisions&#34; and &#34;conduct sophisticated analytic.&#34;</p><p>In contrast, Snowflake&#39;s cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW&#39;s Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies&#39; growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir&#39;s Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former&#39;s profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&amp;P Capital IQ</i>, Snowflake&#39;s sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir&#39;s top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR&#39;s normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW&#39;s normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake&#39;s profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake&#39;s modest profitability is the company&#39;s dependence on third-party vendors such as Microsoft&#39;s (MSFT) Azure and Amazon&#39;s (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company&#39;s key suppliers of public cloud services are also the company&#39;s competitors and &#34;have a big impact on Snowflake&#39;s path to profitability.&#34; This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company&#39;s revenue can be negatively impacted when the government&#39;s budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR&#39;s commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir&#39;s government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies&#39; long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months&#39; Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&amp;P Capital IQ</i>. Taking into account the difference in the two companies&#39; valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</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 Vs. Snowflake Stock: Which Is The 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\">\nPalantir Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">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.","SNOW":"Snowflake"},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015506480,"gmtCreate":1649502212051,"gmtModify":1676534522326,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/T\">$AT&amp;T Inc(T)$</a>communications&nbsp;","listText":"<a href=\"https://ttm.financial/S/T\">$AT&amp;T Inc(T)$</a>communications&nbsp;","text":"$AT&T Inc(T)$communications","images":[{"img":"https://community-static.tradeup.com/news/156f38b04fcfb11f9fa7737d9d6c2bb7","width":"1080","height":"3064"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015506480","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9019527200,"gmtCreate":1648611621200,"gmtModify":1676534364917,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOLD\">$Barrick Gold Corp(GOLD)$</a>good prospect","listText":"<a href=\"https://ttm.financial/S/GOLD\">$Barrick Gold Corp(GOLD)$</a>good prospect","text":"$Barrick Gold Corp(GOLD)$good prospect","images":[{"img":"https://community-static.tradeup.com/news/7d3f0de987a14a187cf62e6d40999177","width":"1080","height":"3064"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019527200","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9035712518,"gmtCreate":1647680438564,"gmtModify":1676534258275,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"It is one's opinion","listText":"It is one's opinion","text":"It is one's opinion","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035712518","repostId":"1184059964","repostType":4,"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573703375513385","authorId":"3573703375513385","name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3573703375513385","idStr":"3573703375513385"},"content":"green 🍏 🤔😄","text":"green 🍏 🤔😄","html":"green 🍏 🤔😄"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193645574,"gmtCreate":1620786859998,"gmtModify":1704348384298,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"Can sustain?&nbsp;","listText":"Can sustain?&nbsp;","text":"Can sustain?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/193645574","repostId":"1192265758","repostType":4,"isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107912764,"gmtCreate":1620438542758,"gmtModify":1704343696295,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"A joke that make you rich","listText":"A joke that make you rich","text":"A joke that make you rich","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/107912764","repostId":"1192861382","repostType":4,"isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106664118,"gmtCreate":1620113428534,"gmtModify":1704338834364,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"Nothing remain the same forever","listText":"Nothing remain the same forever","text":"Nothing remain the same forever","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106664118","repostId":"1141446343","repostType":4,"repost":{"id":"1141446343","kind":"news","pubTimestamp":1620108260,"share":"https://ttm.financial/m/news/1141446343?lang=&edition=fundamental","pubTime":"2021-05-04 14:04","market":"us","language":"en","title":"Bill and Melinda Gates are getting divorced. Here are some stocks they owned","url":"https://stock-news.laohu8.com/highlight/detail?id=1141446343","media":"seeking alpha","summary":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoftfounder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway, Waste Management, Caterpillar, Canadian National, Walmart, EcoLab, Crown Castle, ","content":"<ul><li>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.</li><li>In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).</li><li><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).</li><li>Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.</li><li>The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and <a href=\"https://laohu8.com/S/BCEL\">Atreca</a>(NASDAQ:BCEL).</li><li>Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago.&nbsp;This is how their wealth ended upsplit between them.</li></ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bill and Melinda Gates are getting divorced. Here are some stocks they owned</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\">\nBill and Melinda Gates are getting divorced. Here are some stocks they owned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 14:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his ...</p>\n\n<a href=\"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WM":"美国废物管理","WCLD":"WisdomTree Cloud Computing Fund","CVAC":"CureVac B.V.","SDGR":"Schrodinger Inc.","KOF":"可口可乐凡萨瓶装","BRK.B":"伯克希尔B","CAT":"卡特彼勒","UPS":"联合包裹","WMT":"沃尔玛","BNTX":"BioNTech SE","VIR":"Vir Biotechnology, Inc.","MSFT":"微软","FDX":"联邦快递","CCI":"冠城","AMRS":"阿米瑞斯","CNI":"加拿大国家铁路"},"source_url":"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141446343","content_text":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).Two stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and Atreca(NASDAQ:BCEL).Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago. This is how their wealth ended upsplit between them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100383171,"gmtCreate":1619580734593,"gmtModify":1704726298345,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"Lesser production","listText":"Lesser production","text":"Lesser production","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/100383171","repostId":"1173682901","repostType":4,"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374919802,"gmtCreate":1619408109406,"gmtModify":1704723389808,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"Keep an eye on it","listText":"Keep an eye on it","text":"Keep an eye on it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/374919802","repostId":"1184404050","repostType":4,"repost":{"id":"1184404050","kind":"news","pubTimestamp":1619319329,"share":"https://ttm.financial/m/news/1184404050?lang=&edition=fundamental","pubTime":"2021-04-25 10:55","market":"us","language":"en","title":"What to watch in the markets this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1184404050","media":"CNBC","summary":"The last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product a","content":"<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to watch in the markets this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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 to watch in the markets this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","AAPL":"苹果",".SPX":"S&P 500 Index","GOOG":"谷歌",".DJI":"道琼斯","AMZN":"亚马逊","GOOGL":"谷歌A",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184404050","content_text":"KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product and the Fed’s favorite inflation measure: the personal consumption expenditures deflator.The final week of April is going to be a busy one for markets with a Federal Reserve meeting and a deluge of earnings news.Hot topics in markets will continue to be inflation and taxes.President Joe Biden is expected to detail his “American Families Plan” and the tax increases to pay for it, including a much higher capital gains tax for the wealthy.The plan is the second part of his Build Back Better agenda and will include new spending proposals aimed at helping families. The president addresses a joint session of Congress Wednesday evening.It’s a huge week for earnings with about a third of the S&P 500 reporting, including Big Tech names, such as Apple,Microsoft,Alphabet and Amazon.As many have already done, firms like Boeing, Ford,Caterpillar and McDonald’s, are likely to detail cost pressures they are facing from rising materials and transportation costs and supply chain disruptions.At the same time, the Fed is expected to defend its policy of letting inflation run hot, while assuring markets it sees the pick-up in prices as only temporary. The central bank meets on Tuesday and Wednesday.The central bank takes the main stage“I think the Fed would like not to be a feature next week, but the Fed will be forced from the background because of concerns about inflation,” said Diane Swonk, chief economist at Grant Thornton.The central bank is not expected to make any policy moves, but Fed Chairman Jerome Powell’s press briefing following the meeting Wednesday will be closely watched.So far, the barrage of earnings news has been positive, with 86% of companies reporting earnings beats. Corporate profits are expected to be up about 33.9% for the first quarter, based on estimates and actual reports, according to Refinitiv. Revenues are about 9.9% higher.There is important inflation data Friday when the Fed’s preferred inflation gauge is reported.The personal consumption expenditure report is expected to show a 1.8% rise in core inflation, still below the Fed’s target of 2%. Other data releases include the first-quarter gross domestic product on Thursday, which is expected to have grown by 6.5%, according to Dow Jones.“I think the Fed has no urgency to shift monetary policy at this point,” said Ian Lyngen, head of U.S. rates strategy at BMO. “The Fed needs to acknowledge that the data is improving. We had a strong first quarter.”“The Fed needs to acknowledge that but at the same time they’re keeping extremely accommodative policy in place, so they’ll have to make a note to the fact that the easy policy is warranted,” he said.Lyngen said the Fed will likely point to continued concerns about the pandemic globally as a potential risk to the economic recovery.Powell is also expected to once more explain that the Fed will let inflation rise above its 2% target for a period of time before it raises rates so that the economy can have more time to heal. “It’s going to be a challenge for the Fed,” said Swonk.The base effects for the next several months will make inflation appear to have jumped sharply because of the comparison to a weak period last year. The consumer price index for April could be above 3%, compared to 2.6% last month, Swonk added.“The Fed is trying to let a lot more people get out onto the dance floor before it calls ‘last call,’” she said. “Really what Powell has been saying since day one is if we take care of people on the margins and bring them back into the labor force, the rest will take care of itself.”Stocks were slightly lower in the past week, and Treasury yields held at lower levels. The 10-year yield,which moves opposite price, was at 1.55% Friday.The S&P 500was down 0.1%, ending the week at 4,180, while Nasdaq Composite was down nearly 0.3% at 14,016. The Dow was off just shy of 0.5% at 34,043.Tax hike prospectsStocks were hit hard on Thursday when after a news report said that Biden is expected to propose a capital gains tax rate of 39.6% for people earning more than $1 million a year.Combined with the 3.8% net investment income tax, the new levy would more than double the long term capital gains rate of 20% or the richest Americans.Strategists said Biden is expected to propose raising the income tax rate for those earning more than $400,000.“I think a lot of people are starting to price in the risk there going to be a significant increase in both corporate and capital gains taxes,” said Lyngen.So far, companies have not provided much in the way of commentary on the proposed hike in corporate taxes to 28% from 21% but they have been talking about other costs.David Bianco, chief investment strategist for the Americas at DWS, said he expects larger companies will do better dealing with supply chain constraints than smaller ones. Big Tech is also likely to fare better during the semiconductor shortage than auto makers, which have already announced production shutdowns, he said.“Next week is tech week. I think we’re going to get down on our knees and just be in awe of their business models and their ability to grow at a behemoth scale,” Bianco said.He said he’s not in favor of Wall Street’s popular trade into cyclicals and out of growth. He still favors growth.“We’re overweight equities really because we’re concerned about rising interest rates,” Bianco said. “I’m not bullish in that I expect the market to rise that much from here.”“We stuck with growth and dug deeper into bond substitutes, utilities, staples, real estate,” he said, adding he is underweight industrials, energy and materials. “Energy is doomed. It’s being nationalized via regulation. I do like industrials, they are well-run companies, but I do think infrastructure spending expectations for classic infrastructure are too high.”He also said industrials are good businesses, but the stocks have become overvalued.Bianco said he likes big box stores, but smaller retailers are facing big challenges that were already impacting them prior to Covid. He also finds small biotech firms attractive.“I like healthcare stocks. Those valuations are reasonable. People have been paranoid about politicians beating on them since 1992. They manage through it and lately they’ve been delivering,” he said.Week ahead calendarMondayEarnings:Tesla,Canadian National Railway, Canon,Check Point Software,Otis Worldwide, Vale,Ameriprise,NXP Semiconductor,Albertsons, Royal Phillips8:30 a.m. Durable goodsTuesdayFOMC begins two day meetingEarnings:Microsoft,Alphabet,Visa,Amgen,Advanced Micro Devices,3M,General Electric,Eli Lilly, Hasbro,United Parcel Service,BP,Novartis,JetBlue,Pultegroup,Archer Daniels Midland,Waste Management,Starbucks,Texas Instrument,Chubb,Mondelez,FireEye,Corning,Raytheon9:00 a.m. S&P/Case-Shiller9:00 a.m. FHFA home prices10:00 a.m. Consumer confidence10:00 a.m. Housing vacanciesWednesdayEarnings:Apple, Boeing,Facebook,Qualcomm,Ford,MGM Resorts,Humana,Norfolk Southern,General Dynamics,Boston Scientific, eBay, Samsung Electronics, GlaxoSmithKline,Yum Brands, SiriusXM, Aflac,Cheesecake Factory,Community Health System,CIT Group,Entergy,CME Group,Hess,Ryder System8:30 a.m. Advance economic indicators2:00 p.m. Fed statement2:30 p.m. Fed Chairman Jerome Powell briefingThursdayEarnings:Amazon,Caterpillar,McDonald’s,Twitter,Bristol-Myers Squibb,Comcast,Merck,Northrop Grumman, Airbus,Kraft Heinz,Intercontinental Exchange,Mastercard,Gilead Sciences,U.S. Steel, Cirrus Logic,Texas Roadhouse, Cabot Oil, PG&E,Royal Dutch Shell,Church & Dwight, Carlyle Group,Southern Co.8:30 a.m. Initial jobless claims8:30 a.m. Real GDP Q110:00 a.m. Pending home salesFridayEarnings:ExxonMobil,Chevron,Colgate-Palmolive,AstraZeneca,Clorox,Barclays, AbbVie, BNP Paribas,Weyerhaeuser,Illinois Tool Works, CBOE Global Markets, Lazard,Newell Brands,Aon,LyondellBasell,Pitney Bowes,Phillips 66,Charter Communications8:30 a.m. Personal income and spending8:30 a.m. Employment cost index Q19:45 a.m. Chicago PMI10:00 a.m. Consumer sentimentSaturdayEarnings:Berkshire Hathaway","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378491565,"gmtCreate":1619053888457,"gmtModify":1704718869427,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"Overvalued&nbsp;","listText":"Overvalued&nbsp;","text":"Overvalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/378491565","repostId":"1146491759","repostType":4,"repost":{"id":"1146491759","kind":"news","pubTimestamp":1619048005,"share":"https://ttm.financial/m/news/1146491759?lang=&edition=fundamental","pubTime":"2021-04-22 07:33","market":"us","language":"en","title":"Netflix deserves the benefit of the doubt, despite subscriber slowdown, Jim Cramer says","url":"https://stock-news.laohu8.com/highlight/detail?id=1146491759","media":"cnbc","summary":"KEY POINTS\n\nNetflix shares dropped 7% after the company posted its earnings report, but CNBC’s Jim C","content":"<div>\n<p>KEY POINTS\n\nNetflix shares dropped 7% after the company posted its earnings report, but CNBC’s Jim Cramer argued its a mistake to give up on the stock.\n“After the incredible performance this company’s...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/21/cramer-netflix-deserves-benefit-of-the-doubt-despite-subscriber-slowdown.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix deserves the benefit of the doubt, despite subscriber slowdown, Jim Cramer says</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\">\nNetflix deserves the benefit of the doubt, despite subscriber slowdown, Jim Cramer says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 07:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/21/cramer-netflix-deserves-benefit-of-the-doubt-despite-subscriber-slowdown.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nNetflix shares dropped 7% after the company posted its earnings report, but CNBC’s Jim Cramer argued its a mistake to give up on the stock.\n“After the incredible performance this company’s...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/21/cramer-netflix-deserves-benefit-of-the-doubt-despite-subscriber-slowdown.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.cnbc.com/2021/04/21/cramer-netflix-deserves-benefit-of-the-doubt-despite-subscriber-slowdown.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1146491759","content_text":"KEY POINTS\n\nNetflix shares dropped 7% after the company posted its earnings report, but CNBC’s Jim Cramer argued its a mistake to give up on the stock.\n“After the incredible performance this company’s given us over the years, you’ve gotta remember that doubting Netflix has been a mistake every step of the way,” Cramer said on “Mad Money.”\nCramer projected that Netflix will reverse its subscriber woes with the release of new productions, relieving worries about attracting viewers to the platform.\n\nCNBC’s Jim Cramer came toNetflix’s defense Wednesday after shares of the streaming giant sold off on its first-quarter report.\nThe stock plunged more than 7% since thereportcame out after Tuesday’s close, despite the company beating estimates on the top and bottom lines. Investors were disappointed by softer-than-expected subscriber growth and an uncertain future in the short term, Cramer noted.\n“After the incredible performance this company’s given us over the years, you’ve gotta remember that doubting Netflix has been a mistake every step of the way,” Cramer said on “Mad Money.”\nNetflix reported having 208 million paid subscribers at the end of March, a 14% increase from a year ago but short of the 210 million figure the company expected.\nDespite the dip in subscriber growth, CFO Spencer Neumann said on the conference call that “business remains healthy,” engagement is increasing and customer turnover is declining.\n“To me, that says ‘please, don’t panic’ ... I think they’ll find a way to jumpstart new sign-ups with must-see content, whether they create it themselves or have to license it from someone else,” Cramer said. “In other words, I am giving Netflix credit for something that doesn’t exist yet, something that will make us feel compelled to subscribe despite all the competition.”\nEarlier Wednesday, Cramer said Netflix stock could potentially drop to $490 a share, though he remains bullish in the long run. Netflix shares finished at $508.90 on Wednesday, down 14% from their peak trade in January.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573703375513385","authorId":"3573703375513385","name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3573703375513385","idStr":"3573703375513385"},"content":"how much overvalued?","text":"how much overvalued?","html":"how much overvalued?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378045493,"gmtCreate":1618984821112,"gmtModify":1704717883400,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"Can only dream for it","listText":"Can only dream for it","text":"Can only dream for it","images":[{"img":"https://static.tigerbbs.com/20d949dcc8c2477ba9c2e054b9700ff6","width":"1080","height":"2766"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/378045493","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573703375513385","authorId":"3573703375513385","name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3573703375513385","idStr":"3573703375513385"},"content":"to dream is free so don't worry","text":"to dream is free so don't worry","html":"to dream is free so don't worry"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":378046211,"gmtCreate":1618984587133,"gmtModify":1704717880657,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"WildGame","listText":"WildGame","text":"WildGame","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/378046211","repostId":"1192608994","repostType":4,"repost":{"id":"1192608994","kind":"news","pubTimestamp":1618983284,"share":"https://ttm.financial/m/news/1192608994?lang=&edition=fundamental","pubTime":"2021-04-21 13:34","market":"us","language":"en","title":"Any Way You Look At It, GameStop Stock Is Still Wildly Overvalued","url":"https://stock-news.laohu8.com/highlight/detail?id=1192608994","media":"InvestorPlace","summary":"GME stock is not worth more than one-third of its present price, or $54.79, even assuming a turnarou","content":"<blockquote>\n <b>GME stock is not worth more than one-third of its present price, or $54.79, even assuming a turnaround.</b>\n</blockquote>\n<p><b>GameStop</b>(NYSE:<b><u>GME</u></b>) sells gaming discs in physical stores that no one is going to anymore. Kids can just as easily rent or buy them online. So why is GME stock trading so high?</p>\n<p>The stock has been on a roller coaster as of late. At the end of December 2020, GME stock was at $18.84. Suddenly it popped to $347.51 as of Jan. 27. By Feb. 19, it was back down to $40.59. Now, as of the close April 19, it is back up to $164.37.</p>\n<p>At that price, the GME stock, which had just $5.1 billion in sales in 2020, has a market capitalization of $10.82 billion. Instead of 2 times sales, most retail stocks trade for 30% to 50% of sales. Clearly, something different is going on with GME stock. It is trying to reform or rejuvenate itself. Nevertheless, the stock still looks to be too expensive, given its present cash flow situation.</p>\n<p>A New Chairman and a New Perception</p>\n<p>Since the beginning of April, GameStop has had a new chairman, (actually he takes over at the company’s upcoming annual meeting). Ryan Cohen, the co-founder, and former chief executive of online pet food company<b>Chewy</b>(NYSE:<b><u>CHWY</u></b>), joined the GameStop board in January and has beenshaking things up there since then.</p>\n<p>He has gotten rid of most of the upper management,including CEO George Sherman, and has effectively acted to replace most of the board. In short, he wants to pivot the company from a brick-and-mortar video game retailer to an e-commerce firm.</p>\n<p><b>Turnaround and E-Commerce Hopes</b></p>\n<p>That is going to take a lot of work. At the end of 2020, GameStop had 4,816 stores, including 253 in Canada, 954 in Europe, and 417 in Australia, according topage 1 of its 10-K report.</p>\n<p>That is a lot of stores that it wants to “de-densify” out of its global store base. It could easily take several years. For example, last year the company rid itself of just 693 stores or about 12.6%. At that rate, it will take over five years even if it got down to a 20% base from today’s number.</p>\n<p>In the meantime, the company’s online sales account for a small percentage of its overall sales. As with many retailers, GameStop is very coy about its actual e-commerce sales. Nowhere will they state the actual dollar amount, either in their press releases or in their 10-K or quarterly filing. However, they are very quick to point out thate-commerce sales rose 175% in Q4, and 191% in 2020.</p>\n<p>This high growth rate implies that the actual online sales amount is very low, probably no more than 10% to 15% of total sales. Some analysts are doubtful ofGameStop’s turnaround plan to turn around e-commerce sales, especially given its negative comp store sales last year. Jefferies, which was hired as an investment banker for GameStop, assumes an upside scenario of a50% transfer of sales to online from bricks and mortar. That is a very rosy scenario and could take many years to occur. Moreover, it also assumes the loss of 50% of total sales now.</p>\n<p><b>Where This Leaves GME Stock Now</b></p>\n<p>The truth is the company made just $63.7 million in free cash flow (FCF) last year, accordingto its own press release. That amounts to a paltry FCF margin of just 1.25% of its $5.1 billion in sales. Even if we assume that the Christmas season FCF of $137.4 million lasts for the whole year (which is FCF neutral), it still amounts to just 2.7% of sales. This is a really low figure.</p>\n<p>Granted, if somehow the company can get to 50% of sales online, the FCF level will rise. Let’s say it can double to a margin of, say, 6% of sales. In addition, sales would be lower by 50%. That would amount to 6% of $2.5 billion, or $150 million in FCF.</p>\n<p>Today’s valuation of $10.8 billion is still too high. That implies that even with a major turnaround (no guarantee this will happen), GME stock trades at an FCF yield of 1.39%. Another way to put this is that the market value is 72.1 times its FCF.</p>\n<p>A more reasonable figure is 36 times FCF, implying a 2.77% FCF yield or 36 times FCF. GME stock is not worth more than $5.4 billion (i.e, 36 times $150 million). This is 50% of its $10.8 billion market cap. GME stock is not worth more than 50% of $164.37, its Monday closing price, or $82.19.</p>\n<p>Most will want a 33% discount, or $54.79. for a 50% ROI. It is also one-third of today’s price.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Any Way You Look At It, GameStop Stock Is Still Wildly Overvalued</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\">\nAny Way You Look At It, GameStop Stock Is Still Wildly Overvalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 13:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/gme-stock-is-not-worth-buying-above-one-third-of-its-price-today-assuming-turnaround/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GME stock is not worth more than one-third of its present price, or $54.79, even assuming a turnaround.\n\nGameStop(NYSE:GME) sells gaming discs in physical stores that no one is going to anymore. Kids ...</p>\n\n<a href=\"https://investorplace.com/2021/04/gme-stock-is-not-worth-buying-above-one-third-of-its-price-today-assuming-turnaround/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://investorplace.com/2021/04/gme-stock-is-not-worth-buying-above-one-third-of-its-price-today-assuming-turnaround/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192608994","content_text":"GME stock is not worth more than one-third of its present price, or $54.79, even assuming a turnaround.\n\nGameStop(NYSE:GME) sells gaming discs in physical stores that no one is going to anymore. Kids can just as easily rent or buy them online. So why is GME stock trading so high?\nThe stock has been on a roller coaster as of late. At the end of December 2020, GME stock was at $18.84. Suddenly it popped to $347.51 as of Jan. 27. By Feb. 19, it was back down to $40.59. Now, as of the close April 19, it is back up to $164.37.\nAt that price, the GME stock, which had just $5.1 billion in sales in 2020, has a market capitalization of $10.82 billion. Instead of 2 times sales, most retail stocks trade for 30% to 50% of sales. Clearly, something different is going on with GME stock. It is trying to reform or rejuvenate itself. Nevertheless, the stock still looks to be too expensive, given its present cash flow situation.\nA New Chairman and a New Perception\nSince the beginning of April, GameStop has had a new chairman, (actually he takes over at the company’s upcoming annual meeting). Ryan Cohen, the co-founder, and former chief executive of online pet food companyChewy(NYSE:CHWY), joined the GameStop board in January and has beenshaking things up there since then.\nHe has gotten rid of most of the upper management,including CEO George Sherman, and has effectively acted to replace most of the board. In short, he wants to pivot the company from a brick-and-mortar video game retailer to an e-commerce firm.\nTurnaround and E-Commerce Hopes\nThat is going to take a lot of work. At the end of 2020, GameStop had 4,816 stores, including 253 in Canada, 954 in Europe, and 417 in Australia, according topage 1 of its 10-K report.\nThat is a lot of stores that it wants to “de-densify” out of its global store base. It could easily take several years. For example, last year the company rid itself of just 693 stores or about 12.6%. At that rate, it will take over five years even if it got down to a 20% base from today’s number.\nIn the meantime, the company’s online sales account for a small percentage of its overall sales. As with many retailers, GameStop is very coy about its actual e-commerce sales. Nowhere will they state the actual dollar amount, either in their press releases or in their 10-K or quarterly filing. However, they are very quick to point out thate-commerce sales rose 175% in Q4, and 191% in 2020.\nThis high growth rate implies that the actual online sales amount is very low, probably no more than 10% to 15% of total sales. Some analysts are doubtful ofGameStop’s turnaround plan to turn around e-commerce sales, especially given its negative comp store sales last year. Jefferies, which was hired as an investment banker for GameStop, assumes an upside scenario of a50% transfer of sales to online from bricks and mortar. That is a very rosy scenario and could take many years to occur. Moreover, it also assumes the loss of 50% of total sales now.\nWhere This Leaves GME Stock Now\nThe truth is the company made just $63.7 million in free cash flow (FCF) last year, accordingto its own press release. That amounts to a paltry FCF margin of just 1.25% of its $5.1 billion in sales. Even if we assume that the Christmas season FCF of $137.4 million lasts for the whole year (which is FCF neutral), it still amounts to just 2.7% of sales. This is a really low figure.\nGranted, if somehow the company can get to 50% of sales online, the FCF level will rise. Let’s say it can double to a margin of, say, 6% of sales. In addition, sales would be lower by 50%. That would amount to 6% of $2.5 billion, or $150 million in FCF.\nToday’s valuation of $10.8 billion is still too high. That implies that even with a major turnaround (no guarantee this will happen), GME stock trades at an FCF yield of 1.39%. Another way to put this is that the market value is 72.1 times its FCF.\nA more reasonable figure is 36 times FCF, implying a 2.77% FCF yield or 36 times FCF. GME stock is not worth more than $5.4 billion (i.e, 36 times $150 million). This is 50% of its $10.8 billion market cap. GME stock is not worth more than 50% of $164.37, its Monday closing price, or $82.19.\nMost will want a 33% discount, or $54.79. for a 50% ROI. It is also one-third of today’s price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378041391,"gmtCreate":1618984351713,"gmtModify":1704717876780,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/378041391","repostId":"1193736432","repostType":4,"repost":{"id":"1193736432","kind":"news","pubTimestamp":1618966262,"share":"https://ttm.financial/m/news/1193736432?lang=&edition=fundamental","pubTime":"2021-04-21 08:51","market":"us","language":"en","title":"Here’s everything Apple just announced: New iPad Pros, colorful iMacs, AirTags and more","url":"https://stock-news.laohu8.com/highlight/detail?id=1193736432","media":"cnbc","summary":"Applejust held its first product launch event of the year, where it announced a colorful new iMac and an updated iPad Pro with 5G and the M1 chip that’s also used in the company’s desktop computers.Apple also announced an AirTag lost-device tracking gadget and a refreshed Apple TV 4K with a brand-new remote.Investors didn’t appear to be impressed by the news. Shares of Apple were down about 2% after the product event wrapped up.Here are some of the highlight announcements, but scroll down to see","content":"<div>\n<p>Applejust held its first product launch event of the year, where it announced a colorful new iMac and an updated iPad Pro with 5G and the M1 chip that’s also used in the company’s desktop computers.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/20/apple-event-live-updates.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here’s everything Apple just announced: New iPad Pros, colorful iMacs, AirTags and more</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere’s everything Apple just announced: New iPad Pros, colorful iMacs, AirTags and more\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 08:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/20/apple-event-live-updates.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Applejust held its first product launch event of the year, where it announced a colorful new iMac and an updated iPad Pro with 5G and the M1 chip that’s also used in the company’s desktop computers.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/20/apple-event-live-updates.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/04/20/apple-event-live-updates.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1193736432","content_text":"Applejust held its first product launch event of the year, where it announced a colorful new iMac and an updated iPad Pro with 5G and the M1 chip that’s also used in the company’s desktop computers.\nApple also announced an AirTag lost-device tracking gadget and a refreshed Apple TV 4K with a brand-new remote.\nInvestors didn’t appear to be impressed by the news. Shares of Apple were down about 2% after the product event wrapped up.\nHere are some of the highlight announcements, but scroll down to see more.\n\nApple Card features for teens and families\nPodcast subscriptions\nAirTag lost item finder\nA purple iPhone 12\nA new Apple TV boxandremote\niMacs in seven colors with Apple’s M1 chip\nImproved iPad Pros with Apple’s M1 chip\n\nApple announces updated iPad Pros with chip from desktop computers\nApple said on Tuesday that it will release new high-end iPad Pros that use the company’s M1 chip, which is also used in its Mac computers. Previously, iPads used A-series chips, which are what powers the company’s iPhones. Apple says it is the most powerful tablet on the market.\nIt also includes an improved USB-C connector that will allow the iPad to connect to higher-resolution monitors and download images from a camera more quickly.\nThe 12.9-inch iPad Pro features an improved screen using an array of LEDs that is brighter and has better color resolution than previous displays using a technology called Mini-LED.\niPad ProSource: Apple Inc.\nThe iPad Pro will also have a 12-megapixel front-facing camera with an ultrawide lens that can automatically pan to keep human subjects in the shot.\nSome models will include 5G support, Apple said. The 11-inch model starts at $799, and the 12.9-inch model costs $1,099. They will be available for preorder on April 30 and will ship in late May.— Kif Leswing\niPad ProSource: Apple Inc.\nApple announces new iMac models that come in different colors\nApple launches new iMac.Source: Apple Inc.\nThese iMacs are powered by Apple's custom M1 silicon, not Intel processors. The computers have a new, thinner aluminum design, and they come in red, blue, purple, orange, yellow, silver, and green. The new thinner design looks a lot like a big iPad.\nApple launches new iMac with new colors.Source: Apple Inc.\nApple says the volume of the computer has been reduced by 50%, resulting in a smaller computer that can fit on a desk more easily. It comes with a 24-inch built-in display and an improved camera that can record 1080p video in low light. Apple says the display runs at \"4.5K\" resolution.\nIt ships with a new magnetic power connector reminiscent of Apple's previous MagSafe laptop chargers and a slightly updated keyboard with an emoji key and a fingerprint sensor. Apple's mouses and keyboard come in the same colors as the new iMacs.\nThe entry-level model costs $1,299, and an upgraded version costs $1,499. The new iMacs will go up for preorder on April 30 and will ship in the second half of May, Apple said.\nApple's first iMacs, released 20 years ago, also came in different colors.\nSource: Apple Inc.\nThe Apple TV finally has a brand-new remoteApple Inc.\nApple is finally rolling out a new, redesigned remote for the Apple TV. It's made of aluminum and has dedicated buttons for navigating menus, which should solve some of the headaches caused by the earlier remote. It will ship in the second half of May with the new Apple TV 4K, which costs $179 or $199 depending on the model.\n— Jessica Bursztynsky\nApple updates Apple TV 4K box with new processor\nApple announced that its Apple TV 4K box has been updated with a new processor, and it will be able to handle high frame rate HDR video which will result in displaying smoother, more colorful sports events.\nIt will also include a new feature that will use the iPhone's camera to tune the TV's picture quality.\nIt also comes with a completely redesigned remote made of aluminum with physical buttons, instead of the old remote’s touchpad. It can also control your TV’s power. Instead of a touchpad, it has a wheel for controlling the display.\nIt starts at $179 for 32GB of storage. It goes up for preorder on April 30 and will start shipping in the second half of May, Apple said.— Kif Leswing\nApple announces long-expected lost-item tracker called AirTag\n\nApple announced AirTag, calling it an iPhone accessory, priced at $29 for one or $99 for four. It will be on store shelves on April 30.\nIt uses Apple technology called Find My, which uses a network of iPhones to find lost objects. It’s using a technique Apple calls “precision finding” that it says is privacy-sensitive.\nThis product has been the source of some scrutiny from lawmakers who have heard that Apple is privileging its own lost-item trackers over others’ using anticompetitive practices and access to the iPhone operating system. Find My opened to third-party accessory makers last month.— Kif Leswing\nApple introduces new iPhone 12 color: Purple\nApple launches a new purple color iPhone for Spring.Source: Apple\nIt goes up for preorder on Friday and will ship on April 30.— Kif Leswing\nApple launching podcast subscription service\nApple announced that it’s launching its podcast subscription service next month, putting itself up further against Spotify and other competitors in the audio streaming wars.\nThe company is also redesigning its Apple Podcast app.\n— Jessica Bursztynsky\nApple says that credit scores are unfair, expands Apple Card to kids over 13 years old\nCEO Tim Cook said Apple will allow partners and spouses to share a credit line on a credit card, allowing both people to build credit scores. It’s also introducing features for families and teenagers. Apple was notably under fire fromco-founder Steve Wozniakafter people discovered that sometimes spouses had different credit limits.— Kif Leswing\nApple CEO Tim Cook kicks off the event\nTim Cook, CEO of Apple, speaks during an Apple Event on April 20th, 2021.Source: Apple Inc.\nWalking around Apple Park, Apple’s campus in Cupertino, California, Apple CEO Tim Cook kicked off the event with factoids about Apple’s environmental efforts, saying that Apple is carbon-neutral and hopes to remove 1 million tons of carbon from the environment per year.— Kif Leswing\nOver 360,000 people livestreaming Apple launch on YouTube\nAs Apple’s event kicks off, YouTube shows more than 360,000 people are streaming it on that platform. Apple’s three launch events last fall each garnered millions of people watching live on YouTube. It’s also available streaming directly on Apple’s website, which isn’t counted in the YouTube numbers.— Kif Leswing\nData point: iPads have been on a hot streak\nVarious models of the Apple Inc. iPad at the company’s Yeouido store during its opening in Seoul, South Korea, on Friday, Feb. 26, 2021.Jean Chung | Bloomberg | Getty Images\nAs Apple prepares to potentially release new iPads, remember that the product has had a great pandemic:In the fourth calendar quarter of 2020, Apple shipped $8.44 billion in iPads — which was up 41% year over year.— Kif Leswing\nApple’s spring events are typically more muted than its fall launch extravaganzas\nApple is best known for its fall launch events, where it reveals new iPhones, but it’s no stranger to hosting somewhat lower-profile events in the spring.\nApple didn’t hold a spring event in 2020 due to the onset of the coronavirus pandemic and instead launched new iPads and other gadgets on its website. In 2019, Apple’s spring announcement focused on services such asApple TV+and theApple Card. But it also announced new iPads in 2018 during an education-focused event at a school in Chicago.\nLast fall, Apple broadcast three prerecorded product launch events in three months, each of which garnered millions of live viewers on YouTube.— Kif Leswing\nYes, the Apple online store is down. No, it’s not a problem, it’s a tradition.\nScreenshot/Apple.com\nOne of Apple’s silliest traditions is that on the morning of an event it pulls its online Apple store down, giving up a few hours of online sales in exchange for building hype over its new products. Apple has done this for years, and technology has certainly gotten to the point where Apple could update its store without downtime — it does it all the time — but why mess with a tradition?— Kif Leswing\nWhat’s at stake for Apple?\nI wrote yesterday about some of thetensions bubbling under the surface at Apple. Yes, this is just another product event, but there are a lot of headaches on the horizon that could threaten its growth, especially in the App Store.\nThere’s the war of words withFacebookover theimpending iOS privacy feature. There’s the upcoming trial with Epic Games that centers on Apple’s control of the App Store. And then there’s Apple’s dependence on China, which is an obvious target for Apple critics. (Just ask Peter Thiel.)\nRead all about it right here.\n— Steve Kovach\nCook gets ready to kick off the event\nAppleCEO Tim Cook is gearing up for Tuesday’s “Spring Loaded” event, where the company is expected to announce new iPads and potentially a handful of other products. “It’s a beautiful spring morning for an #AppleEvent! See you soon,” Cook tweeted.\n— Jessica Bursztynsky","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373072908,"gmtCreate":1618807347804,"gmtModify":1704715146320,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"Less trading volumes ?","listText":"Less trading volumes ?","text":"Less trading volumes ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/373072908","repostId":"2128525488","repostType":4,"repost":{"id":"2128525488","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1618802400,"share":"https://ttm.financial/m/news/2128525488?lang=&edition=fundamental","pubTime":"2021-04-19 11:20","market":"hk","language":"en","title":"Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?","url":"https://stock-news.laohu8.com/highlight/detail?id=2128525488","media":"Dow Jones","summary":"Clients say 'markets don't feel right,' one markets research analyst notes\n\nPeter Andersen, a Boston","content":"<blockquote>\n Clients say 'markets don't feel right,' <a href=\"https://laohu8.com/S/AONE\">one</a> markets research analyst notes\n</blockquote>\n<p>Peter Andersen, a Boston-based money manager, started 2021 feeling upbeat.</p>\n<p>\"I think this is going to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"</p>\n<p>But three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"</p>\n<p>Andersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.</p>\n<p>\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"</p>\n<p>As if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.</p>\n<p>And that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?</p>\n<p>Taken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.</p>\n<p>\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"</p>\n<p>Market observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/0fb6bad128839dbcf6e9ba87c8620e88\" tg-width=\"647\" tg-height=\"426\"></p>\n<p>To be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.</p>\n<p>Also unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.</p>\n<p>\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"</p>\n<p>Dave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.</p>\n<p>Nadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.</p>\n<p>\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"</p>\n<p>Take the Gamestop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.</p>\n<p>Older investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.</p>\n<p>\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"</p>\n<p>That means that a headline, say, about a pause in the use of Johnson &amp; Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.</p>\n<p>For Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.</p>\n<p>In the year to date, however, one of Andersen's top picks, <a href=\"https://laohu8.com/S/TRUP\">Trupanion</a> Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"</p>\n<p>Stocks looked past the Johnson &amp; Johnson news to close higher for the week with both the Dow and S&amp;P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&amp;P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.</p>\n<p>The coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.</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>Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?</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\">\nStocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-04-19 11:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Clients say 'markets don't feel right,' <a href=\"https://laohu8.com/S/AONE\">one</a> markets research analyst notes\n</blockquote>\n<p>Peter Andersen, a Boston-based money manager, started 2021 feeling upbeat.</p>\n<p>\"I think this is going to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"</p>\n<p>But three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"</p>\n<p>Andersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.</p>\n<p>\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"</p>\n<p>As if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.</p>\n<p>And that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?</p>\n<p>Taken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.</p>\n<p>\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"</p>\n<p>Market observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/0fb6bad128839dbcf6e9ba87c8620e88\" tg-width=\"647\" tg-height=\"426\"></p>\n<p>To be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.</p>\n<p>Also unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.</p>\n<p>\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"</p>\n<p>Dave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.</p>\n<p>Nadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.</p>\n<p>\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"</p>\n<p>Take the Gamestop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.</p>\n<p>Older investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.</p>\n<p>\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"</p>\n<p>That means that a headline, say, about a pause in the use of Johnson &amp; Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.</p>\n<p>For Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.</p>\n<p>In the year to date, however, one of Andersen's top picks, <a href=\"https://laohu8.com/S/TRUP\">Trupanion</a> Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"</p>\n<p>Stocks looked past the Johnson &amp; Johnson news to close higher for the week with both the Dow and S&amp;P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&amp;P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.</p>\n<p>The coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128525488","content_text":"Clients say 'markets don't feel right,' one markets research analyst notes\n\nPeter Andersen, a Boston-based money manager, started 2021 feeling upbeat.\n\"I think this is going to be one of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"\nBut three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"\nAndersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.\n\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"\nAs if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.\nAnd that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?\nTaken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.\n\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"\nMarket observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.\n\nTo be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.\nAlso unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.\n\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"\nDave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.\nNadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.\n\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"\nTake the Gamestop Corp. $(GME)$frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.\nOlder investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.\n\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"\nThat means that a headline, say, about a pause in the use of Johnson & Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.\nFor Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.\nIn the year to date, however, one of Andersen's top picks, Trupanion Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"\nStocks looked past the Johnson & Johnson news to close higher for the week with both the Dow and S&P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.\nThe coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573703375513385","authorId":"3573703375513385","name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3573703375513385","idStr":"3573703375513385"},"content":"how come so long never post comments in community?","text":"how come so long never post comments in community?","html":"how come so long never post comments in community?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373041266,"gmtCreate":1618806054355,"gmtModify":1704715129729,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"Sharing","listText":"Sharing","text":"Sharing","images":[{"img":"https://static.tigerbbs.com/9fe0ed937f9706e86fc11828a5bdece8","width":"1080","height":"2766"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/373041266","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":379154592,"gmtCreate":1618709432916,"gmtModify":1704714172909,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573644992811813","idStr":"3573644992811813"},"themes":[],"htmlText":"Sharing","listText":"Sharing","text":"Sharing","images":[{"img":"https://static.tigerbbs.com/50e8900c205c85e8449a6605dadf2dba","width":"1080","height":"2916"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/379154592","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":316484581,"gmtCreate":1611944603243,"gmtModify":1704866490639,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"What you guys think about today's trade","listText":"What you guys think about today's trade","text":"What you guys think about today's trade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/316484581","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573703375513385","authorId":"3573703375513385","name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","crmLevel":2,"crmLevelSwitch":1,"idStr":"3573703375513385","authorIdStr":"3573703375513385"},"content":"I think this is silly","text":"I think this is silly","html":"I think this is silly"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342679149,"gmtCreate":1618215619081,"gmtModify":1704707608494,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/342679149","repostId":"1137529737","repostType":4,"repost":{"id":"1137529737","kind":"news","pubTimestamp":1618184239,"share":"https://ttm.financial/m/news/1137529737?lang=&edition=fundamental","pubTime":"2021-04-12 07:37","market":"us","language":"en","title":"JPMorgan Chase, Nvidia, Goldman Sachs, Coinbase, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1137529737","media":"Barrons","summary":"First-quarter earnings season kicks off this week, beginning as always with results from several of ","content":"<p>First-quarter earnings season kicks off this week, beginning as always with results from several of the largest U.S. banks. Goldman Sachs Group, JPMorgan Chase, and Wells Fargo report on Wednesday, followed&nbsp;by Bank of&nbsp;America and Citigroup on Thursday and Morgan Stanley on Friday.</p><p>Other notable companies reporting this week include industrial&nbsp;supplier&nbsp;Fastenalon Tuesday.Delta Air Lines,PepsiCo,and&nbsp;UnitedHealth Group&nbsp;publish results on Thursday. And&nbsp;Kansas City Southern&nbsp;reports on Friday.&nbsp; A total of 22&nbsp;S&amp;P 500&nbsp;companies report this week, followed by 64 next week.</p><p><img src=\"https://static.tigerbbs.com/ac3c413681d3a9e134223c4d1a02d883\" tg-width=\"1410\" tg-height=\"586\" referrerpolicy=\"no-referrer\"></p><p>It’s also a busy week for economic data. On Tuesday, the Bureau of Labor Statistics reports the consumer price index for March and the National Federation of Independent Business releases its Small Business Optimism Index for March. Then on Thursday, the Census Bureau reports retail sales data for March. And on Friday, the University of Michigan releases its Consumer Sentiment Index for April.</p><p>Housing-market data out this week include the National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for April on Thursday and the Census Bureau’s new residential construction data for March on Friday.</p><p><b>Monday 4/12</b></p><p>Nvidia&nbsp;hosts its 2021 investor day in conjunction with its GPU Technology conference. Nvidia CEO Jensen Huang will give the keynote address.</p><p><b>Tuesday 4/13</b></p><p>Fastenal reports quarterly results.</p><p><b>The Bureau of Labor</b>&nbsp;Statistics reports the consumer price index for March. Economists forecast a 0.4% monthly increase, matching the February data. The core CPI, which excludes volatile food and energy prices, is expected to rise 0.2%, after edging up 0.1% in February.</p><p><b>The National Federation</b>&nbsp;of Independent Business releases its Small Business Optimism Index for March. Consensus estimate is for a 98 reading, higher than February’s 95.8.</p><p><b>Wednesday 4/14</b></p><p><b>Earnings season begins</b>&nbsp;in earnest with some of the largest money-center and investment banks reporting. JPMorgan Chase, Wells Fargo, and Goldman Sachs Group release first-quarter results before the market open.</p><p>First Republic Bankreleases earnings.</p><p><b>Coinbase Global</b>&nbsp;is set to&nbsp;make its Wall Street debut&nbsp;on Wednesday through a direct listing of its shares on the Nasdaq.</p><p><b>The BLS reports</b>&nbsp;export and import price data for March. Expectations are for a 1% month-over-month rise in export prices, while import prices are seen increasing 0.8%. This compares with gains of 1.6% and 1.3%, respectively, in February.</p><p><b>The Federal Reserve</b>&nbsp;releases the beige book for the second of eight times this year. The beige book gathers anecdotal information on current economic conditions from the 12 Fed districts.</p><p><b>Thursday 4/15</b></p><p>Bank of America,BlackRock,Charles Schwab,Citigroup, Delta Air Lines, PepsiCo,PPG Industries,Truist Financial,U.S. Bancorp,and UnitedHealth Group report quarterly results.</p><p><b>The National Association</b>&nbsp;of Home Builders releases its NAHB/Wells Fargo Housing Market Index for April. Economists forecast an 84.5 reading, greater than the March data. Any reading above 50 indicates that home builders are bullish on the housing market for the next six months.</p><p><b>The Census Bureau</b>&nbsp;reports retail sales data for March. The consensus call is for consumer spending to rise 1.3% month over month, after declining 3% in February.</p><p><b>Friday 4/16</b></p><p>Bank of New York Mellon,Citizens Financial Group,Kansas City Southern, Morgan Stanley,PNC Financial Services Group,and&nbsp;State Street&nbsp;hold conference calls to discuss earnings.</p><p><b>The University of Michigan</b>&nbsp;releases its Consumer Sentiment Index for April. Expectations are for an 88 reading. March’s 84.9 figure was the highest since a year earlier.</p><p><b>The Census Bureau</b>&nbsp;reports new residential construction data for March. Economists forecast a seasonally adjusted annual rate of 1.61 million housing starts, a 13% month-over-month increase.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan Chase, Nvidia, Goldman Sachs, Coinbase, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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\">\nJPMorgan Chase, Nvidia, Goldman Sachs, Coinbase, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/jpmorgan-chase-nvidia-goldman-sachs-delta-and-other-stocks-for-investors-to-watch-this-week-51618167609?mod=hp_LEAD_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>First-quarter earnings season kicks off this week, beginning as always with results from several of the largest U.S. banks. Goldman Sachs Group, JPMorgan Chase, and Wells Fargo report on Wednesday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/jpmorgan-chase-nvidia-goldman-sachs-delta-and-other-stocks-for-investors-to-watch-this-week-51618167609?mod=hp_LEAD_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","JPM":"摩根大通",".IXIC":"NASDAQ Composite","NVDA":"英伟达",".SPX":"S&P 500 Index","GS":"高盛","WFC":"富国银行","MS":"摩根士丹利","COIN":"Coinbase Global, Inc."},"source_url":"https://www.barrons.com/articles/jpmorgan-chase-nvidia-goldman-sachs-delta-and-other-stocks-for-investors-to-watch-this-week-51618167609?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137529737","content_text":"First-quarter earnings season kicks off this week, beginning as always with results from several of the largest U.S. banks. Goldman Sachs Group, JPMorgan Chase, and Wells Fargo report on Wednesday, followed by Bank of America and Citigroup on Thursday and Morgan Stanley on Friday.Other notable companies reporting this week include industrial supplier Fastenalon Tuesday.Delta Air Lines,PepsiCo,and UnitedHealth Group publish results on Thursday. And Kansas City Southern reports on Friday.  A total of 22 S&P 500 companies report this week, followed by 64 next week.It’s also a busy week for economic data. On Tuesday, the Bureau of Labor Statistics reports the consumer price index for March and the National Federation of Independent Business releases its Small Business Optimism Index for March. Then on Thursday, the Census Bureau reports retail sales data for March. And on Friday, the University of Michigan releases its Consumer Sentiment Index for April.Housing-market data out this week include the National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for April on Thursday and the Census Bureau’s new residential construction data for March on Friday.Monday 4/12Nvidia hosts its 2021 investor day in conjunction with its GPU Technology conference. Nvidia CEO Jensen Huang will give the keynote address.Tuesday 4/13Fastenal reports quarterly results.The Bureau of Labor Statistics reports the consumer price index for March. Economists forecast a 0.4% monthly increase, matching the February data. The core CPI, which excludes volatile food and energy prices, is expected to rise 0.2%, after edging up 0.1% in February.The National Federation of Independent Business releases its Small Business Optimism Index for March. Consensus estimate is for a 98 reading, higher than February’s 95.8.Wednesday 4/14Earnings season begins in earnest with some of the largest money-center and investment banks reporting. JPMorgan Chase, Wells Fargo, and Goldman Sachs Group release first-quarter results before the market open.First Republic Bankreleases earnings.Coinbase Global is set to make its Wall Street debut on Wednesday through a direct listing of its shares on the Nasdaq.The BLS reports export and import price data for March. Expectations are for a 1% month-over-month rise in export prices, while import prices are seen increasing 0.8%. This compares with gains of 1.6% and 1.3%, respectively, in February.The Federal Reserve releases the beige book for the second of eight times this year. The beige book gathers anecdotal information on current economic conditions from the 12 Fed districts.Thursday 4/15Bank of America,BlackRock,Charles Schwab,Citigroup, Delta Air Lines, PepsiCo,PPG Industries,Truist Financial,U.S. Bancorp,and UnitedHealth Group report quarterly results.The National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for April. Economists forecast an 84.5 reading, greater than the March data. Any reading above 50 indicates that home builders are bullish on the housing market for the next six months.The Census Bureau reports retail sales data for March. The consensus call is for consumer spending to rise 1.3% month over month, after declining 3% in February.Friday 4/16Bank of New York Mellon,Citizens Financial Group,Kansas City Southern, Morgan Stanley,PNC Financial Services Group,and State Street hold conference calls to discuss earnings.The University of Michigan releases its Consumer Sentiment Index for April. Expectations are for an 88 reading. March’s 84.9 figure was the highest since a year earlier.The Census Bureau reports new residential construction data for March. Economists forecast a seasonally adjusted annual rate of 1.61 million housing starts, a 13% month-over-month increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573703375513385","authorId":"3573703375513385","name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","crmLevel":2,"crmLevelSwitch":1,"idStr":"3573703375513385","authorIdStr":"3573703375513385"},"content":"can also put more than 1 word lah ?","text":"can also put more than 1 word lah ?","html":"can also put more than 1 word lah ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340789508,"gmtCreate":1617493048304,"gmtModify":1704699934697,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/340789508","repostId":"1158992788","repostType":4,"repost":{"id":"1158992788","kind":"news","pubTimestamp":1617365040,"share":"https://ttm.financial/m/news/1158992788?lang=&edition=fundamental","pubTime":"2021-04-02 20:04","market":"us","language":"en","title":"2 Top Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1158992788","media":"Motley Fool","summary":"These two tech stocks provide a combination of stability and growth that investors can confidently buy and hold for the long term.The hot stock of the day might sound too good to pass up, but your long-term investment portfolio should focus on stocks that should have strong fundamentals both today and a decade into the future. It's hard to see 10 years into the future, and the unexpected can always leap up to disrupt a sound narrative.However, there are steps we can take to identify companies wi","content":"<blockquote>These two tech stocks provide a combination of stability and growth that investors can confidently buy and hold for the long term.</blockquote><p>The hot stock of the day might sound too good to pass up, but your long-term investment portfolio should focus on stocks that should have strong fundamentals both today and a decade into the future. It's hard to see 10 years into the future, and the unexpected can always leap up to disrupt a sound narrative.</p><p>However, there are steps we can take to identify companies with stellar growth opportunities and sustainable competitive advantages. Some mega-trends are relatively easy to predict, and the best companies enabling those trends are likely to outperform the market over the long term. With a 10-year time horizon, we don't have to take as much care to limit volatility or nitpickvaluation ratios. A decade from now, the winners will have ridden out economic cycles and grown enough to justify all but the most aggressive valuations today.</p><p>These two stocks have established businesses, exposure to major tech trends, and reputable products in growth categories. They're great building blocks for your investment portfolio.</p><p><b>NVIDIA</b></p><p><b>NVIDIA</b>(NASDAQ:NVDA)rose to prominence as a leader in the design and production of graphics processing units (GPU) for computers. The company's products have evolved to become important components in data centers, cryptocurrency mining hardware, autonomous vehicles, and robotics. This aligns NVDIA's fortunes directly with some of thedisruptive technology trendsthat are expected to define the next decade. As blockchain, AI, security, remote connectivity, and video gaming become more prominent, demand for NVIDIA's industry-leading products will also grow.</p><p>The company is also in advanced discussions to acquire a licensed chip design company called Arm, which would expand NVIDIA's operations into a new growth avenue. That'd be especially true if moves from<b>Apple</b>and others to manufacture chips internally boost demand for chip design services.</p><p>The story has a fair share of risks. The semiconductor industry is notoriously cyclical, as demand and pricing can fluctuate drastically based on theproduct replacement cycle, rather than global macroeconomic conditions. Plus, a serious decline in highly volatile cryptocurrency prices could also see a steep drop in demand for the chips used in mining. NVIDIA trades at more than 38 timesforward earnings, nearly 19 timesprice to book, and has anenterprise-value-to-EBITDAratio above 55. If bad news creeps in, share prices could crater quickly.</p><p>Still, NVIDIA is growing rapidly, and its products have an excellent reputation. The company is deeply connected to all of the most exciting technology trends of the next decade, and there's an enormous opportunity ahead for shareholders. It's good to hold today, and it could be much larger in the future.</p><p><b>Microsoft</b></p><p><b>Microsoft</b>(NASDAQ:MSFT)is famous for its Windows operating system and the Office software suite, but it is also one of the major players incloud services. The company also owns the networking and employment social media platform LinkedIn, has a large video game business, and sells the popular Surface brand of touchscreen computers.</p><p>Microsoft has a rare combination of favorable characteristics. The company enjoys stability through enormous scale and product diversity, but it is also delivering exceptional growth -- that's not common. For the first six months of fiscal 2021, total sales increased nearly 15% over the prior year. The company's Azure server products and cloud services grew 50% year over year in the most recent quarter. That segment has expanded to exceed the revenue produced by Microsoft's flagship personal computing products. Almost every business is tech-enabled now, and the inevitable growth of software as a service (SaaS), cybersecurity, and remote collaboration is a catalyst for cloud service providers.</p><p>Microsoft is in direct competition with fearsome heavy-hitters including<b>Amazon</b>,<b>Alphabet</b>, and Apple. That's certainly a risk. That said, Azure is second only to AWS in the cloud market, with 20% share. Encouragingly, it has actually gained market share over the past year. Microsoft will grow by merely maintaining share in the next decade, as cloud services are expected to expand nearly 20% annually.</p><p>At a forward P/E ratio of only 28.7, there's too much upside potential here relative to the risks associated with competition. Microsoft has the established business to make it a relatively safe stock, and it also provides growth potential to outpace the market.</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>2 Top Stocks You Can Buy and Hold for the Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Top Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 20:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/02/2-top-stocks-you-can-buy-and-hold-for-the-next-dec/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These two tech stocks provide a combination of stability and growth that investors can confidently buy and hold for the long term.The hot stock of the day might sound too good to pass up, but your ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/02/2-top-stocks-you-can-buy-and-hold-for-the-next-dec/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/04/02/2-top-stocks-you-can-buy-and-hold-for-the-next-dec/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158992788","content_text":"These two tech stocks provide a combination of stability and growth that investors can confidently buy and hold for the long term.The hot stock of the day might sound too good to pass up, but your long-term investment portfolio should focus on stocks that should have strong fundamentals both today and a decade into the future. It's hard to see 10 years into the future, and the unexpected can always leap up to disrupt a sound narrative.However, there are steps we can take to identify companies with stellar growth opportunities and sustainable competitive advantages. Some mega-trends are relatively easy to predict, and the best companies enabling those trends are likely to outperform the market over the long term. With a 10-year time horizon, we don't have to take as much care to limit volatility or nitpickvaluation ratios. A decade from now, the winners will have ridden out economic cycles and grown enough to justify all but the most aggressive valuations today.These two stocks have established businesses, exposure to major tech trends, and reputable products in growth categories. They're great building blocks for your investment portfolio.NVIDIANVIDIA(NASDAQ:NVDA)rose to prominence as a leader in the design and production of graphics processing units (GPU) for computers. The company's products have evolved to become important components in data centers, cryptocurrency mining hardware, autonomous vehicles, and robotics. This aligns NVDIA's fortunes directly with some of thedisruptive technology trendsthat are expected to define the next decade. As blockchain, AI, security, remote connectivity, and video gaming become more prominent, demand for NVIDIA's industry-leading products will also grow.The company is also in advanced discussions to acquire a licensed chip design company called Arm, which would expand NVIDIA's operations into a new growth avenue. That'd be especially true if moves fromAppleand others to manufacture chips internally boost demand for chip design services.The story has a fair share of risks. The semiconductor industry is notoriously cyclical, as demand and pricing can fluctuate drastically based on theproduct replacement cycle, rather than global macroeconomic conditions. Plus, a serious decline in highly volatile cryptocurrency prices could also see a steep drop in demand for the chips used in mining. NVIDIA trades at more than 38 timesforward earnings, nearly 19 timesprice to book, and has anenterprise-value-to-EBITDAratio above 55. If bad news creeps in, share prices could crater quickly.Still, NVIDIA is growing rapidly, and its products have an excellent reputation. The company is deeply connected to all of the most exciting technology trends of the next decade, and there's an enormous opportunity ahead for shareholders. It's good to hold today, and it could be much larger in the future.MicrosoftMicrosoft(NASDAQ:MSFT)is famous for its Windows operating system and the Office software suite, but it is also one of the major players incloud services. The company also owns the networking and employment social media platform LinkedIn, has a large video game business, and sells the popular Surface brand of touchscreen computers.Microsoft has a rare combination of favorable characteristics. The company enjoys stability through enormous scale and product diversity, but it is also delivering exceptional growth -- that's not common. For the first six months of fiscal 2021, total sales increased nearly 15% over the prior year. The company's Azure server products and cloud services grew 50% year over year in the most recent quarter. That segment has expanded to exceed the revenue produced by Microsoft's flagship personal computing products. Almost every business is tech-enabled now, and the inevitable growth of software as a service (SaaS), cybersecurity, and remote collaboration is a catalyst for cloud service providers.Microsoft is in direct competition with fearsome heavy-hitters includingAmazon,Alphabet, and Apple. That's certainly a risk. That said, Azure is second only to AWS in the cloud market, with 20% share. Encouragingly, it has actually gained market share over the past year. Microsoft will grow by merely maintaining share in the next decade, as cloud services are expected to expand nearly 20% annually.At a forward P/E ratio of only 28.7, there's too much upside potential here relative to the risks associated with competition. Microsoft has the established business to make it a relatively safe stock, and it also provides growth potential to outpace the market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554213821224025","authorId":"3554213821224025","name":"WMIING","avatar":"https://static.tigerbbs.com/39217f40d9dc4a9a15fac00f34f63d83","crmLevel":5,"crmLevelSwitch":0,"idStr":"3554213821224025","authorIdStr":"3554213821224025"},"content":"Comment And like back pls.Thanks","text":"Comment And like back pls.Thanks","html":"Comment And like back pls.Thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388174251,"gmtCreate":1613042287773,"gmtModify":1704877676806,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>hold ?","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>hold ?","text":"$AMC Entertainment(AMC)$hold ?","images":[{"img":"https://static.tigerbbs.com/17b980a937336dd51454f879956d0c76","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/388174251","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373072908,"gmtCreate":1618807347804,"gmtModify":1704715146320,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"Less trading volumes ?","listText":"Less trading volumes ?","text":"Less trading volumes ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/373072908","repostId":"2128525488","repostType":4,"repost":{"id":"2128525488","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1618802400,"share":"https://ttm.financial/m/news/2128525488?lang=&edition=fundamental","pubTime":"2021-04-19 11:20","market":"hk","language":"en","title":"Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?","url":"https://stock-news.laohu8.com/highlight/detail?id=2128525488","media":"Dow Jones","summary":"Clients say 'markets don't feel right,' one markets research analyst notes\n\nPeter Andersen, a Boston","content":"<blockquote>\n Clients say 'markets don't feel right,' <a href=\"https://laohu8.com/S/AONE\">one</a> markets research analyst notes\n</blockquote>\n<p>Peter Andersen, a Boston-based money manager, started 2021 feeling upbeat.</p>\n<p>\"I think this is going to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"</p>\n<p>But three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"</p>\n<p>Andersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.</p>\n<p>\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"</p>\n<p>As if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.</p>\n<p>And that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?</p>\n<p>Taken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.</p>\n<p>\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"</p>\n<p>Market observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/0fb6bad128839dbcf6e9ba87c8620e88\" tg-width=\"647\" tg-height=\"426\"></p>\n<p>To be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.</p>\n<p>Also unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.</p>\n<p>\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"</p>\n<p>Dave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.</p>\n<p>Nadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.</p>\n<p>\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"</p>\n<p>Take the Gamestop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.</p>\n<p>Older investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.</p>\n<p>\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"</p>\n<p>That means that a headline, say, about a pause in the use of Johnson &amp; Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.</p>\n<p>For Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.</p>\n<p>In the year to date, however, one of Andersen's top picks, <a href=\"https://laohu8.com/S/TRUP\">Trupanion</a> Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"</p>\n<p>Stocks looked past the Johnson &amp; Johnson news to close higher for the week with both the Dow and S&amp;P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&amp;P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.</p>\n<p>The coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.</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>Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?</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\">\nStocks are at all-time highs and the U.S. economy is booming. So why is everyone so nervous?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-04-19 11:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Clients say 'markets don't feel right,' <a href=\"https://laohu8.com/S/AONE\">one</a> markets research analyst notes\n</blockquote>\n<p>Peter Andersen, a Boston-based money manager, started 2021 feeling upbeat.</p>\n<p>\"I think this is going to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"</p>\n<p>But three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"</p>\n<p>Andersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.</p>\n<p>\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"</p>\n<p>As if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.</p>\n<p>And that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?</p>\n<p>Taken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.</p>\n<p>\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"</p>\n<p>Market observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/0fb6bad128839dbcf6e9ba87c8620e88\" tg-width=\"647\" tg-height=\"426\"></p>\n<p>To be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.</p>\n<p>Also unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.</p>\n<p>\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"</p>\n<p>Dave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.</p>\n<p>Nadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.</p>\n<p>\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"</p>\n<p>Take the Gamestop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.</p>\n<p>Older investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.</p>\n<p>\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"</p>\n<p>That means that a headline, say, about a pause in the use of Johnson &amp; Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.</p>\n<p>For Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.</p>\n<p>In the year to date, however, one of Andersen's top picks, <a href=\"https://laohu8.com/S/TRUP\">Trupanion</a> Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"</p>\n<p>Stocks looked past the Johnson &amp; Johnson news to close higher for the week with both the Dow and S&amp;P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&amp;P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.</p>\n<p>The coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128525488","content_text":"Clients say 'markets don't feel right,' one markets research analyst notes\n\nPeter Andersen, a Boston-based money manager, started 2021 feeling upbeat.\n\"I think this is going to be one of the historic recoveries, up there with the end of major wars,\" he told MarketWatch around the turn of the year. \"There's enormous demand from consumers. Can you imagine when we get the all-clear and start moving back toward normalcy?\"\nBut three months into the year, Andersen is glum. In an interview last week, he talked about the way big segments of the market seem to be in favor one day, out the next. \"We toggle between value and growth, stay-at-home and re-opening, almost daily,\" he said. \"I don't know who is driving this, but it must be following some kind of algorithm.\"\nAndersen is trying to be patient, recognizing that the economy is at a once-in-a-generation inflection point and that everyone is operating in unprecedented conditions. Still, he said, the financial markets sometimes feel like a house of cards.\n\"It's confounding,\" he said. \"The market is fragile, and surprisingly so. This whole year for me has been really challenging to try to figure out is there any momentum, what direction is it going in and what's responsible for it.\"\nAs if the horrors of the global coronavirus pandemic weren't enough of a curveball, the past 12 months have thrown up a slew of other headwinds against smooth market sailing. There's the surge of retail traders bent on using the stock market as a gambling casino , and a national politics so bitter that the presidential election turned bloody.\nAnd that's not even counting the more existential questions: what's the right level for a stock market that plunged 33% in about two weeks just a year ago? How much of that gain comes down to policy stimulus and how much is real? How much of the expected economic rebound is already priced in? What happens if the vaccine promise falls short? What if this is as good as it gets?\nTaken together, it leaves people who manage money, their clients, and the companies that advise them, just as befuddled as Andersen, with almost as many perceived red flags as there are theories as to what's causing it all.\n\"The most common observation we get from clients is that markets don't \"feel right\", and we absolutely get that,\" wrote Nicholas Colas, co-founder of DataTrek Research, in a recent note. \"For us, a big piece of this unease comes from the novelty of seeing capital markets go from distress to euphoria in such a short period of time.\"\nMarket observers point to all manner of weird quirks that seem to confirm something is askew. Among other things, trading volumes have plunged to start 2021.\n\nTo be sure, the elevated volumes in 2020 were just that -- an outlier. But by some estimates, inexperienced amateur traders now make up as much as 20% of all volume in the markets. And even if all of them aren't out gunning for short-sellers, they still have very different priorities and incentives than much of the rest of the market.\nAlso unsettling was the spike U.S. Treasury yields in only a few weeks in the first quarter this year, spooking stock-market investors, followed by several weeks of Federal Reserve policymakers reassuring markets that any interest rate rises wouldn't start until 2023 and would be telegraphed well in advance. Strangely then, rosy economic data seemingly caused bond yields to plunge in mid-April.\n\"Other weird stuff is going on,\" mused Evercore ISI's Dennis DeBusschere, in a note attempting to explain the government-bond rally. \"SPAC's and Solar are getting hit hard on a relative basis, which is odd given the move lower in 10 year yields. Some are citing that the retail investor-sponsored names are getting hit in general as they move away from the market. And why are homebuilders underperforming with 10 year yields collapsing?\"\nDave Nadig is a long-time student of market structure, including as one of the first developers of exchange-traded funds to help markets avoid another blow-up like 1987's Black Monday.\nNadig thinks markets are healthy -- that is, working efficiently and staying resilient, even through hiccups like the meme-stock rampage in the past couple of months and the Archegos family office blow-up. What's become \"very fragile,\" in his words, is price discovery.\n\"There are some fundamental underpinnings of how markets work that are dissolving,\" he said in an interview. \"What we're realizing is that there's a lot more noise and randomness in the market than people are willing to admit. Mostly what's changed is information flow and data moving faster and faster. Any model you build today by definition fails to take into account an acceleration tomorrow.\"\nTake the Gamestop Corp. $(GME)$frenzy that erupted in January . After a group of disgruntled traders spent several weeks targeting short sellers by driving the price of that stock higher, \"It's no longer a normal stock -- it's an externality in the market that has ripple effects some investors may not even be aware of,\" Nadig said.\nOlder investing models -- and algorithms -- are bumping up against new ones that take into account new conditions, a process Nadig calls \"an arms race,\" and one that's accelerated because of the modern speed of information flow and reaction functions.\n\"We're starting to see cracks in the traditional ways we've always analyzed markets,\" he said. \"We're no longer processing reality, we're processing information, and it gets priced in instantaneously. We've given up on analyzing.\"\nThat means that a headline, say, about a pause in the use of Johnson & Johnson's COVID-19 vaccine shares trade lower, Nadig said. It means that for that day, the entire \"re-opening\" trade -- and by extension, some cyclical trades and some value plays -- suffers.\nFor Peter Andersen, who's managed money for nearly three decades and returned more than 40% for his clients in each of the the past two years, the market's fragility is frustrating. Andersen prides himself on \"fierce independence\" in stock selection that results in a macro-agnostic portfolio. Some of his recent investments have been in cybersecurity, data storage, and pet care.\nIn the year to date, however, one of Andersen's top picks, Trupanion Inc. (TRUP), is down 33%, for no logical reason, he noted. \"It's as if someone thinks everyone is going to euthanize their pets!\"\nStocks looked past the Johnson & Johnson news to close higher for the week with both the Dow and S&P500 index at new records. The Dow Jones Industrial Average gained 1.2%, the S&P 500 was up 1.4%, and the Nasdaq Composite added 1.1%.\nThe coming week will bring U.S. economic data on the housing market, including existing- and new- home sales, and a raft of corporate earnings reports.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573703375513385","authorId":"3573703375513385","name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","crmLevel":2,"crmLevelSwitch":1,"idStr":"3573703375513385","authorIdStr":"3573703375513385"},"content":"how come so long never post comments in community?","text":"how come so long never post comments in community?","html":"how come so long never post comments in community?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382019256,"gmtCreate":1613299472375,"gmtModify":1704879813432,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ADMP\">$Adamis Pharmaceuticals(ADMP)$</a>when is&nbsp;it turning green","listText":"<a href=\"https://laohu8.com/S/ADMP\">$Adamis Pharmaceuticals(ADMP)$</a>when is&nbsp;it turning green","text":"$Adamis Pharmaceuticals(ADMP)$when is it turning green","images":[{"img":"https://static.tigerbbs.com/f8350fedad2043c713130d171f91a553","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/382019256","isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573703375513385","authorId":"3573703375513385","name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","crmLevel":2,"crmLevelSwitch":1,"idStr":"3573703375513385","authorIdStr":"3573703375513385"},"content":"red for CNY","text":"red for CNY","html":"red for CNY"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":193645574,"gmtCreate":1620786859998,"gmtModify":1704348384298,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"Can sustain?&nbsp;","listText":"Can sustain?&nbsp;","text":"Can sustain?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/193645574","repostId":"1192265758","repostType":4,"isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342063732,"gmtCreate":1618130012726,"gmtModify":1704706871673,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/342063732","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","kind":"news","pubTimestamp":1617982207,"share":"https://ttm.financial/m/news/1142324412?lang=&edition=fundamental","pubTime":"2021-04-09 23:30","market":"us","language":"en","title":"XPeng Inc.: A Reawakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1142324412","media":"seekingalpha","summary":"Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage  was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go","content":"<p><b>Summary</b></p>\n<ul>\n <li>Valuation is middling but not overvalued like in the past.</li>\n <li>Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.</li>\n <li>Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.</li>\n <li>Feared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0f3343d69719839f9b8f1d337c3984\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Robert Way/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>The stock price of&nbsp;XPEV&nbsp;has been converging with the performance of the S&amp;P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.</p>\n<p><i>The frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&amp;P 500 more closely</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f04001d604ecc7892ef3a76c498578b\" tg-width=\"640\" tg-height=\"236\"><span>Source: SeekingAlpha</span></p>\n<p><i>XPEV's G3 Super Long Range Smart SUV</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68446a741f9f97afc10f2149c4e13e13\" tg-width=\"640\" tg-height=\"388\"><span>Source: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA</span></p>\n<p><b>Industry and commercial positives</b></p>\n<p>Optimism on EVs and&nbsp;strong industry growth&nbsp;rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):</p>\n<ol>\n <li><b>Deliveries met despite fears on chip shortage.</b>While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked&nbsp;in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered&nbsp;20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.</li>\n <li><b>Government support, China's creation of an EV ecosystem.</b>XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.</li>\n <li><b>Listing in Hong Kong adds to investor base and liquidity.</b>Going forward,XPEV,NIO, and&nbsp;LI&nbsp;intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.</li>\n</ol>\n<p>Of note, in late March, XPEV held an&nbsp;autonomous driving expedition&nbsp;covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the&nbsp;competitive landscape&nbsp;against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results&nbsp;performed better&nbsp;than TSLA's with fewer human interventions per 100km and better navigation in complex situations.</p>\n<p><b>XPEV's improving financials</b></p>\n<p>Now that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.</p>\n<p>Another point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.</p>\n<p>Meanwhile, the balance sheet is expected to remain strong. Equity to total liabilities &amp; equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.</p>\n<p><i>XPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8258dce0cc10e8118a23afce7655bed\" tg-width=\"726\" tg-height=\"737\"><span>*EST = estimate by analysts' consensus from SeekingAlpha</span></p>\n<p><b>XPEV's valuation: somewhere in the middle</b></p>\n<p>XPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.</p>\n<img src=\"https://static.tigerbbs.com/fa975ce545e950a20f809bcc7f698ef6\" tg-width=\"911\" tg-height=\"594\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Conclusion and Risks</b></p>\n<p>XPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.</p>\n<p>Competition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.</p>\n<p>Much feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.</p>\n<p>On a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Inc.: A Reawakening</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Inc.: A Reawakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418326-xpeng-inc-reawakening><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142324412","content_text":"Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and finally reach positive profits soon; major improvements seen in operating margins.\nFeared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.\n\nPhoto by Robert Way/iStock Editorial via Getty Images\nIntroduction\nThe stock price of XPEV has been converging with the performance of the S&P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.\nThe frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&P 500 more closely\nSource: SeekingAlpha\nXPEV's G3 Super Long Range Smart SUV\nSource: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA\nIndustry and commercial positives\nOptimism on EVs and strong industry growth rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):\n\nDeliveries met despite fears on chip shortage.While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered 20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.\nGovernment support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.\nListing in Hong Kong adds to investor base and liquidity.Going forward,XPEV,NIO, and LI intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.\n\nOf note, in late March, XPEV held an autonomous driving expedition covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the competitive landscape against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results performed better than TSLA's with fewer human interventions per 100km and better navigation in complex situations.\nXPEV's improving financials\nNow that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.\nAnother point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.\nMeanwhile, the balance sheet is expected to remain strong. Equity to total liabilities & equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.\nXPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation\n*EST = estimate by analysts' consensus from SeekingAlpha\nXPEV's valuation: somewhere in the middle\nXPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.\n\n\n\n\n\n\nConclusion and Risks\nXPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.\nCompetition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.\nMuch feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.\nOn a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573703375513385","authorId":"3573703375513385","name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","crmLevel":2,"crmLevelSwitch":1,"idStr":"3573703375513385","authorIdStr":"3573703375513385"},"content":"warm lah","text":"warm lah","html":"warm lah"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361107928,"gmtCreate":1614211563964,"gmtModify":1704889559039,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"Rocket up","listText":"Rocket up","text":"Rocket up","images":[{"img":"https://static.tigerbbs.com/1a03b7d3f7c6069dd391536df09e0e77","width":"1080","height":"2738"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/361107928","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":363685430,"gmtCreate":1614134263020,"gmtModify":1704888526473,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"Overpriced","listText":"Overpriced","text":"Overpriced","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/363685430","repostId":"1106446066","repostType":4,"repost":{"id":"1106446066","kind":"news","pubTimestamp":1614133758,"share":"https://ttm.financial/m/news/1106446066?lang=&edition=fundamental","pubTime":"2021-02-24 10:29","market":"us","language":"en","title":"4 reasons Tesla's stock is tumbling","url":"https://stock-news.laohu8.com/highlight/detail?id=1106446066","media":"CNN Business","summary":"New York (CNN Business) - Tesla, the hottest stock in the market for more than a year, has sunk into","content":"<p><b>New York (CNN Business)&nbsp;-&nbsp;</b>Tesla, the&nbsp;hottest stock&nbsp;in the market for more than a year, has sunk into bear market territory.</p>\n<p>Shares of&nbsp;Tesla&nbsp;fell 6% Tuesday after closing down 8.5% Monday, wiping out its gains for the year. The stock closed at a record just above $883 on January 26 and has tumbled since. It fell low as $619 Tuesday, the first time Tesla shares have fallen below $700 since December 31.</p>\n<p>The steep decline has taken Tesla shares below their level when the company&nbsp;entered the S&amp;P 500&nbsp;on December 21. It also knocked CEO Elon Musk into the No. 2 position in the&nbsp;richest person on the planet&nbsp;list, behind&nbsp;Amazon&nbsp;founder Jeff Bezos. The two have been&nbsp;swapping positions&nbsp;repeatedly this year.</p>\n<p>Tesla's stock is selling off for several reasons:</p>\n<p><b>Bitcoin</b></p>\n<p>Tesla announced earlier this month that it had&nbsp;invested $1.5 billion in bitcoin. That helped feed the&nbsp;recent rally in bitcoin&nbsp;and by some estimates earned Tesla a quick $1 billion profit — more than it has ever made from selling cars in a single year.</p>\n<p>But on Saturday, in response to a critic of Tesla's bitcoin investment, Musk&nbsp;tweeted&nbsp;that the prices of both bitcoin and another cryptocurrency called Ether \"do seem high.\" That&nbsp;helped to send the price&nbsp;of&nbsp;bitcoin&nbsp;down 9.3% in trading Monday, which may have helped to drag down Tesla shares.</p>\n<p>\"Bitcoin is the smart move at the right time for Tesla in our opinion, but on the downside its playing with firecrackers and risks and volatility are added to the Tesla story,\" said Daniel Ives, tech analyst for Wedbush Securities, who remains bullish on Tesla shares.</p>\n<p><b>Model Y pricing</b></p>\n<p>Last Thursday, Tesla cut the price of the cheapest version of its Model Y and its best-selling Model 3 cars by $2,000 each. That brought the price for the \"standard range\" Model Y, one that can travel 244 miles on a charge, to $38,490 -- and the standard range Model 3 to $34,590.</p>\n<p>But over the weekend, the cheapest \"standard range\" version of the Model Y disappeared from Tesla's sales site, leaving only the more expensive long-range and performance versions of the SUV. Tesla did not explain its decision.</p>\n<p>\"We see the plausible reasons as either: the mix was skewed too much to the cheaper variant, and thus it was going to kill their margins, or more likely there just wasn't much demand for the lower variant,\" said Gordon Johnson of GLJ Research, one of the more bearish critics on Tesla shares. He said the recent price cuts and other price cuts show that Tesla vehicles do not have the demand that its fans claim.</p>\n<p>\"Tesla can't keep its current factories running at capacity without ... price cuts,\" said Johnson in note on Monday.</p>\n<p><b>Increased competition</b></p>\n<p>Established automakers have recently set ambitious targets for their own EV sales.</p>\n<p>General Motors&nbsp;rolled out an SUV version of its&nbsp;Chevrolet Bolt&nbsp;a week ago, priced well below the Model Y, and announced it intends to sell only&nbsp;emissions-free cars&nbsp;after 2035.Ford&nbsp;set an even more&nbsp;ambitious EV target for its European sales, saying all of the car models it sells there will be EVs by 2030.</p>\n<p>Apple&nbsp;is also considering partnering with an automaker toget into the car business, according to several news reports.</p>\n<p>Those efforts are making some Tesla investors nervous, said Ives, although he believes there will be enough of a shift to EVs for multiple winners among global automakers.</p>\n<p><b>Investors got ahead of themselves</b></p>\n<p>Tesla shares peaked one day before a disappointing earnings report on January 27 that fell&nbsp;short of forecasts from Wall Street analysts.</p>\n<p>The earnings showed that the money Tesla made from the&nbsp;sale of regulatory credits&nbsp;to other automakers outpaced its overall net income. Critics, like Johnson, said it's proof Tesla isn't able to make money building and selling cars (although by some other profit measures Tesla is profitable).</p>\n<p>During the earnings conference call on January 27, Musk also spoke about a shortage of batteries needed to power electric vehicles. He said that even with Tesla's own in-house supply of batteries and its planned expansion of battery production, the company is scrambling to find the batteries it wants to build more vehicles.</p>\n<p>\"The fundamental limit on electric vehicles right now, in general, is total availability of [battery] cells,\" he said. For example, Musk said Tesla would have already started producing a semi-tractor if it had the batteries available to do so.</p>\n<p><b>Shares are still way up</b></p>\n<p>Tesla shares rose a market-leading 743% in 2020, as investors embraced the idea that the future of the auto industry would be electric. Tesla remains by far the most valuable automaker in the world, with a market value well above that of the eight largest automakers combined.</p>\n<p>Even with the recent decline. Tesla shares are up about 1,300% since October 2019, when it reported a third-quarter&nbsp;profit that surprised investors, sending shares on a tear.</p>\n<p>Some investors believe Tesla's stock flew too high. Yet many analysts believe Tesla will bounce back. Ives has a 12-month target price of $950.</p>\n<p>Even so, he has a warning: \"It's 'buckle up the seat belt time' again for Tesla's stock with more volatility on the horizon,\" Ives said.</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>4 reasons Tesla's stock is tumbling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 reasons Tesla's stock is tumbling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-24 10:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/02/23/investing/tesla-shares-bear-market/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) - Tesla, the hottest stock in the market for more than a year, has sunk into bear market territory.\nShares of Tesla fell 6% Tuesday after closing down 8.5% Monday, wiping out ...</p>\n\n<a href=\"https://edition.cnn.com/2021/02/23/investing/tesla-shares-bear-market/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://edition.cnn.com/2021/02/23/investing/tesla-shares-bear-market/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106446066","content_text":"New York (CNN Business) - Tesla, the hottest stock in the market for more than a year, has sunk into bear market territory.\nShares of Tesla fell 6% Tuesday after closing down 8.5% Monday, wiping out its gains for the year. The stock closed at a record just above $883 on January 26 and has tumbled since. It fell low as $619 Tuesday, the first time Tesla shares have fallen below $700 since December 31.\nThe steep decline has taken Tesla shares below their level when the company entered the S&P 500 on December 21. It also knocked CEO Elon Musk into the No. 2 position in the richest person on the planet list, behind Amazon founder Jeff Bezos. The two have been swapping positions repeatedly this year.\nTesla's stock is selling off for several reasons:\nBitcoin\nTesla announced earlier this month that it had invested $1.5 billion in bitcoin. That helped feed the recent rally in bitcoin and by some estimates earned Tesla a quick $1 billion profit — more than it has ever made from selling cars in a single year.\nBut on Saturday, in response to a critic of Tesla's bitcoin investment, Musk tweeted that the prices of both bitcoin and another cryptocurrency called Ether \"do seem high.\" That helped to send the price of bitcoin down 9.3% in trading Monday, which may have helped to drag down Tesla shares.\n\"Bitcoin is the smart move at the right time for Tesla in our opinion, but on the downside its playing with firecrackers and risks and volatility are added to the Tesla story,\" said Daniel Ives, tech analyst for Wedbush Securities, who remains bullish on Tesla shares.\nModel Y pricing\nLast Thursday, Tesla cut the price of the cheapest version of its Model Y and its best-selling Model 3 cars by $2,000 each. That brought the price for the \"standard range\" Model Y, one that can travel 244 miles on a charge, to $38,490 -- and the standard range Model 3 to $34,590.\nBut over the weekend, the cheapest \"standard range\" version of the Model Y disappeared from Tesla's sales site, leaving only the more expensive long-range and performance versions of the SUV. Tesla did not explain its decision.\n\"We see the plausible reasons as either: the mix was skewed too much to the cheaper variant, and thus it was going to kill their margins, or more likely there just wasn't much demand for the lower variant,\" said Gordon Johnson of GLJ Research, one of the more bearish critics on Tesla shares. He said the recent price cuts and other price cuts show that Tesla vehicles do not have the demand that its fans claim.\n\"Tesla can't keep its current factories running at capacity without ... price cuts,\" said Johnson in note on Monday.\nIncreased competition\nEstablished automakers have recently set ambitious targets for their own EV sales.\nGeneral Motors rolled out an SUV version of its Chevrolet Bolt a week ago, priced well below the Model Y, and announced it intends to sell only emissions-free cars after 2035.Ford set an even more ambitious EV target for its European sales, saying all of the car models it sells there will be EVs by 2030.\nApple is also considering partnering with an automaker toget into the car business, according to several news reports.\nThose efforts are making some Tesla investors nervous, said Ives, although he believes there will be enough of a shift to EVs for multiple winners among global automakers.\nInvestors got ahead of themselves\nTesla shares peaked one day before a disappointing earnings report on January 27 that fell short of forecasts from Wall Street analysts.\nThe earnings showed that the money Tesla made from the sale of regulatory credits to other automakers outpaced its overall net income. Critics, like Johnson, said it's proof Tesla isn't able to make money building and selling cars (although by some other profit measures Tesla is profitable).\nDuring the earnings conference call on January 27, Musk also spoke about a shortage of batteries needed to power electric vehicles. He said that even with Tesla's own in-house supply of batteries and its planned expansion of battery production, the company is scrambling to find the batteries it wants to build more vehicles.\n\"The fundamental limit on electric vehicles right now, in general, is total availability of [battery] cells,\" he said. For example, Musk said Tesla would have already started producing a semi-tractor if it had the batteries available to do so.\nShares are still way up\nTesla shares rose a market-leading 743% in 2020, as investors embraced the idea that the future of the auto industry would be electric. Tesla remains by far the most valuable automaker in the world, with a market value well above that of the eight largest automakers combined.\nEven with the recent decline. Tesla shares are up about 1,300% since October 2019, when it reported a third-quarter profit that surprised investors, sending shares on a tear.\nSome investors believe Tesla's stock flew too high. Yet many analysts believe Tesla will bounce back. Ives has a 12-month target price of $950.\nEven so, he has a warning: \"It's 'buckle up the seat belt time' again for Tesla's stock with more volatility on the horizon,\" Ives said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384189841,"gmtCreate":1613625598483,"gmtModify":1704882867392,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EXPR\">$Express,(EXPR)$</a>???","listText":"<a href=\"https://laohu8.com/S/EXPR\">$Express,(EXPR)$</a>???","text":"$Express,(EXPR)$???","images":[{"img":"https://static.tigerbbs.com/05a63d82fcc4f03015090e81c43e545d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/384189841","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573703375513385","authorId":"3573703375513385","name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","crmLevel":2,"crmLevelSwitch":1,"idStr":"3573703375513385","authorIdStr":"3573703375513385"},"content":"response to your comment","text":"response to your comment","html":"response to your comment"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":106664118,"gmtCreate":1620113428534,"gmtModify":1704338834364,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"Nothing remain the same forever","listText":"Nothing remain the same forever","text":"Nothing remain the same forever","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106664118","repostId":"1141446343","repostType":4,"repost":{"id":"1141446343","kind":"news","pubTimestamp":1620108260,"share":"https://ttm.financial/m/news/1141446343?lang=&edition=fundamental","pubTime":"2021-05-04 14:04","market":"us","language":"en","title":"Bill and Melinda Gates are getting divorced. Here are some stocks they owned","url":"https://stock-news.laohu8.com/highlight/detail?id=1141446343","media":"seeking alpha","summary":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoftfounder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway, Waste Management, Caterpillar, Canadian National, Walmart, EcoLab, Crown Castle, ","content":"<ul><li>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.</li><li>In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).</li><li><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).</li><li>Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.</li><li>The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and <a href=\"https://laohu8.com/S/BCEL\">Atreca</a>(NASDAQ:BCEL).</li><li>Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago.&nbsp;This is how their wealth ended upsplit between them.</li></ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bill and Melinda Gates are getting divorced. Here are some stocks they owned</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\">\nBill and Melinda Gates are getting divorced. Here are some stocks they owned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 14:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his ...</p>\n\n<a href=\"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WM":"美国废物管理","WCLD":"WisdomTree Cloud Computing Fund","CVAC":"CureVac B.V.","SDGR":"Schrodinger Inc.","KOF":"可口可乐凡萨瓶装","BRK.B":"伯克希尔B","CAT":"卡特彼勒","UPS":"联合包裹","WMT":"沃尔玛","BNTX":"BioNTech SE","VIR":"Vir Biotechnology, Inc.","MSFT":"微软","FDX":"联邦快递","CCI":"冠城","AMRS":"阿米瑞斯","CNI":"加拿大国家铁路"},"source_url":"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141446343","content_text":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).Two stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and Atreca(NASDAQ:BCEL).Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago. This is how their wealth ended upsplit between them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100383171,"gmtCreate":1619580734593,"gmtModify":1704726298345,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"Lesser production","listText":"Lesser production","text":"Lesser production","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/100383171","repostId":"1173682901","repostType":4,"repost":{"id":"1173682901","kind":"news","pubTimestamp":1619579639,"share":"https://ttm.financial/m/news/1173682901?lang=&edition=fundamental","pubTime":"2021-04-28 11:13","market":"us","language":"en","title":"Apple trims AirPods production plans as sales lose steam","url":"https://stock-news.laohu8.com/highlight/detail?id=1173682901","media":"Nikkei Asia","summary":"Wireless earphones face heated competition from Samsung, Xiaomi and others\nTAIPEI -- Apple is trimmi","content":"<p>Wireless earphones face heated competition from Samsung, Xiaomi and others</p>\n<p>TAIPEI -- Apple is trimming its planned production of AirPods wireless earphones by 25% to 30% this year as intensifying competition dents sales of the U.S. tech giant's fastest-growing product line, sources briefed on the matter told Nikkei Asia.</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>Apple trims AirPods production plans as sales lose steam</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple trims AirPods production plans as sales lose steam\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://asia.nikkei.com/Business/Technology/Apple-trims-AirPods-production-plans-as-sales-lose-steam><strong>Nikkei Asia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wireless earphones face heated competition from Samsung, Xiaomi and others\nTAIPEI -- Apple is trimming its planned production of AirPods wireless earphones by 25% to 30% this year as intensifying ...</p>\n\n<a href=\"https://asia.nikkei.com/Business/Technology/Apple-trims-AirPods-production-plans-as-sales-lose-steam\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://asia.nikkei.com/Business/Technology/Apple-trims-AirPods-production-plans-as-sales-lose-steam","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173682901","content_text":"Wireless earphones face heated competition from Samsung, Xiaomi and others\nTAIPEI -- Apple is trimming its planned production of AirPods wireless earphones by 25% to 30% this year as intensifying competition dents sales of the U.S. tech giant's fastest-growing product line, sources briefed on the matter told Nikkei Asia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378041391,"gmtCreate":1618984351713,"gmtModify":1704717876780,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/378041391","repostId":"1193736432","repostType":4,"repost":{"id":"1193736432","kind":"news","pubTimestamp":1618966262,"share":"https://ttm.financial/m/news/1193736432?lang=&edition=fundamental","pubTime":"2021-04-21 08:51","market":"us","language":"en","title":"Here’s everything Apple just announced: New iPad Pros, colorful iMacs, AirTags and more","url":"https://stock-news.laohu8.com/highlight/detail?id=1193736432","media":"cnbc","summary":"Applejust held its first product launch event of the year, where it announced a colorful new iMac and an updated iPad Pro with 5G and the M1 chip that’s also used in the company’s desktop computers.Apple also announced an AirTag lost-device tracking gadget and a refreshed Apple TV 4K with a brand-new remote.Investors didn’t appear to be impressed by the news. Shares of Apple were down about 2% after the product event wrapped up.Here are some of the highlight announcements, but scroll down to see","content":"<div>\n<p>Applejust held its first product launch event of the year, where it announced a colorful new iMac and an updated iPad Pro with 5G and the M1 chip that’s also used in the company’s desktop computers.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/20/apple-event-live-updates.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here’s everything Apple just announced: New iPad Pros, colorful iMacs, AirTags and more</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere’s everything Apple just announced: New iPad Pros, colorful iMacs, AirTags and more\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 08:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/20/apple-event-live-updates.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Applejust held its first product launch event of the year, where it announced a colorful new iMac and an updated iPad Pro with 5G and the M1 chip that’s also used in the company’s desktop computers.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/20/apple-event-live-updates.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/04/20/apple-event-live-updates.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1193736432","content_text":"Applejust held its first product launch event of the year, where it announced a colorful new iMac and an updated iPad Pro with 5G and the M1 chip that’s also used in the company’s desktop computers.\nApple also announced an AirTag lost-device tracking gadget and a refreshed Apple TV 4K with a brand-new remote.\nInvestors didn’t appear to be impressed by the news. Shares of Apple were down about 2% after the product event wrapped up.\nHere are some of the highlight announcements, but scroll down to see more.\n\nApple Card features for teens and families\nPodcast subscriptions\nAirTag lost item finder\nA purple iPhone 12\nA new Apple TV boxandremote\niMacs in seven colors with Apple’s M1 chip\nImproved iPad Pros with Apple’s M1 chip\n\nApple announces updated iPad Pros with chip from desktop computers\nApple said on Tuesday that it will release new high-end iPad Pros that use the company’s M1 chip, which is also used in its Mac computers. Previously, iPads used A-series chips, which are what powers the company’s iPhones. Apple says it is the most powerful tablet on the market.\nIt also includes an improved USB-C connector that will allow the iPad to connect to higher-resolution monitors and download images from a camera more quickly.\nThe 12.9-inch iPad Pro features an improved screen using an array of LEDs that is brighter and has better color resolution than previous displays using a technology called Mini-LED.\niPad ProSource: Apple Inc.\nThe iPad Pro will also have a 12-megapixel front-facing camera with an ultrawide lens that can automatically pan to keep human subjects in the shot.\nSome models will include 5G support, Apple said. The 11-inch model starts at $799, and the 12.9-inch model costs $1,099. They will be available for preorder on April 30 and will ship in late May.— Kif Leswing\niPad ProSource: Apple Inc.\nApple announces new iMac models that come in different colors\nApple launches new iMac.Source: Apple Inc.\nThese iMacs are powered by Apple's custom M1 silicon, not Intel processors. The computers have a new, thinner aluminum design, and they come in red, blue, purple, orange, yellow, silver, and green. The new thinner design looks a lot like a big iPad.\nApple launches new iMac with new colors.Source: Apple Inc.\nApple says the volume of the computer has been reduced by 50%, resulting in a smaller computer that can fit on a desk more easily. It comes with a 24-inch built-in display and an improved camera that can record 1080p video in low light. Apple says the display runs at \"4.5K\" resolution.\nIt ships with a new magnetic power connector reminiscent of Apple's previous MagSafe laptop chargers and a slightly updated keyboard with an emoji key and a fingerprint sensor. Apple's mouses and keyboard come in the same colors as the new iMacs.\nThe entry-level model costs $1,299, and an upgraded version costs $1,499. The new iMacs will go up for preorder on April 30 and will ship in the second half of May, Apple said.\nApple's first iMacs, released 20 years ago, also came in different colors.\nSource: Apple Inc.\nThe Apple TV finally has a brand-new remoteApple Inc.\nApple is finally rolling out a new, redesigned remote for the Apple TV. It's made of aluminum and has dedicated buttons for navigating menus, which should solve some of the headaches caused by the earlier remote. It will ship in the second half of May with the new Apple TV 4K, which costs $179 or $199 depending on the model.\n— Jessica Bursztynsky\nApple updates Apple TV 4K box with new processor\nApple announced that its Apple TV 4K box has been updated with a new processor, and it will be able to handle high frame rate HDR video which will result in displaying smoother, more colorful sports events.\nIt will also include a new feature that will use the iPhone's camera to tune the TV's picture quality.\nIt also comes with a completely redesigned remote made of aluminum with physical buttons, instead of the old remote’s touchpad. It can also control your TV’s power. Instead of a touchpad, it has a wheel for controlling the display.\nIt starts at $179 for 32GB of storage. It goes up for preorder on April 30 and will start shipping in the second half of May, Apple said.— Kif Leswing\nApple announces long-expected lost-item tracker called AirTag\n\nApple announced AirTag, calling it an iPhone accessory, priced at $29 for one or $99 for four. It will be on store shelves on April 30.\nIt uses Apple technology called Find My, which uses a network of iPhones to find lost objects. It’s using a technique Apple calls “precision finding” that it says is privacy-sensitive.\nThis product has been the source of some scrutiny from lawmakers who have heard that Apple is privileging its own lost-item trackers over others’ using anticompetitive practices and access to the iPhone operating system. Find My opened to third-party accessory makers last month.— Kif Leswing\nApple introduces new iPhone 12 color: Purple\nApple launches a new purple color iPhone for Spring.Source: Apple\nIt goes up for preorder on Friday and will ship on April 30.— Kif Leswing\nApple launching podcast subscription service\nApple announced that it’s launching its podcast subscription service next month, putting itself up further against Spotify and other competitors in the audio streaming wars.\nThe company is also redesigning its Apple Podcast app.\n— Jessica Bursztynsky\nApple says that credit scores are unfair, expands Apple Card to kids over 13 years old\nCEO Tim Cook said Apple will allow partners and spouses to share a credit line on a credit card, allowing both people to build credit scores. It’s also introducing features for families and teenagers. Apple was notably under fire fromco-founder Steve Wozniakafter people discovered that sometimes spouses had different credit limits.— Kif Leswing\nApple CEO Tim Cook kicks off the event\nTim Cook, CEO of Apple, speaks during an Apple Event on April 20th, 2021.Source: Apple Inc.\nWalking around Apple Park, Apple’s campus in Cupertino, California, Apple CEO Tim Cook kicked off the event with factoids about Apple’s environmental efforts, saying that Apple is carbon-neutral and hopes to remove 1 million tons of carbon from the environment per year.— Kif Leswing\nOver 360,000 people livestreaming Apple launch on YouTube\nAs Apple’s event kicks off, YouTube shows more than 360,000 people are streaming it on that platform. Apple’s three launch events last fall each garnered millions of people watching live on YouTube. It’s also available streaming directly on Apple’s website, which isn’t counted in the YouTube numbers.— Kif Leswing\nData point: iPads have been on a hot streak\nVarious models of the Apple Inc. iPad at the company’s Yeouido store during its opening in Seoul, South Korea, on Friday, Feb. 26, 2021.Jean Chung | Bloomberg | Getty Images\nAs Apple prepares to potentially release new iPads, remember that the product has had a great pandemic:In the fourth calendar quarter of 2020, Apple shipped $8.44 billion in iPads — which was up 41% year over year.— Kif Leswing\nApple’s spring events are typically more muted than its fall launch extravaganzas\nApple is best known for its fall launch events, where it reveals new iPhones, but it’s no stranger to hosting somewhat lower-profile events in the spring.\nApple didn’t hold a spring event in 2020 due to the onset of the coronavirus pandemic and instead launched new iPads and other gadgets on its website. In 2019, Apple’s spring announcement focused on services such asApple TV+and theApple Card. But it also announced new iPads in 2018 during an education-focused event at a school in Chicago.\nLast fall, Apple broadcast three prerecorded product launch events in three months, each of which garnered millions of live viewers on YouTube.— Kif Leswing\nYes, the Apple online store is down. No, it’s not a problem, it’s a tradition.\nScreenshot/Apple.com\nOne of Apple’s silliest traditions is that on the morning of an event it pulls its online Apple store down, giving up a few hours of online sales in exchange for building hype over its new products. Apple has done this for years, and technology has certainly gotten to the point where Apple could update its store without downtime — it does it all the time — but why mess with a tradition?— Kif Leswing\nWhat’s at stake for Apple?\nI wrote yesterday about some of thetensions bubbling under the surface at Apple. Yes, this is just another product event, but there are a lot of headaches on the horizon that could threaten its growth, especially in the App Store.\nThere’s the war of words withFacebookover theimpending iOS privacy feature. There’s the upcoming trial with Epic Games that centers on Apple’s control of the App Store. And then there’s Apple’s dependence on China, which is an obvious target for Apple critics. (Just ask Peter Thiel.)\nRead all about it right here.\n— Steve Kovach\nCook gets ready to kick off the event\nAppleCEO Tim Cook is gearing up for Tuesday’s “Spring Loaded” event, where the company is expected to announce new iPads and potentially a handful of other products. “It’s a beautiful spring morning for an #AppleEvent! See you soon,” Cook tweeted.\n— Jessica Bursztynsky","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324191345,"gmtCreate":1615971454787,"gmtModify":1704789091368,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"Comment to collect coins","listText":"Comment to collect coins","text":"Comment to collect coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/324191345","repostId":"1153165448","repostType":4,"repost":{"id":"1153165448","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1615970196,"share":"https://ttm.financial/m/news/1153165448?lang=&edition=fundamental","pubTime":"2021-03-17 16:36","market":"us","language":"en","title":"Apple App Store Discount For Small Businesses Only Makes A 2.7% Dent To Revenue: Research","url":"https://stock-news.laohu8.com/highlight/detail?id=1153165448","media":"Benzinga","summary":"The recent moves by Apple Inc. and Alphabet Inc. to cut app store fees for small developers will not","content":"<p>The recent moves by&nbsp;<b>Apple Inc</b>.&nbsp;and&nbsp;<b>Alphabet Inc.</b>&nbsp;to cut app store fees for small developers will not make any significant negative impact on the tech giants’ revenues, according to new estimates from app analytics firm Sensor Tower.</p>\n<p><b>What Happened:</b>Google would have missed out on only $587 million, or about 5% of Sensor Tower’s estimate of $11.6 billion in Google Play fees for 2020, had the fee change had been in place on Google Play last year, according to Sensor Tower’s estimates, CNBCreported.</p>\n<p>Similarly, Sensor Tower estimates that Apple would have missed out on only $595 million, or about 2.7% of its estimated $21.7 billion in App Store fees in 2020 if Apple’s program had been in place last year.</p>\n<p>Google&nbsp;said&nbsp;Tuesday it is reducing the Google Play app store fees for developers by 50%,replicating&nbsp;Apple’s move last year. Beginning July 1, Android developers will be charged only 15% for the first $1 million in digital sales through the Google Play app store, instead of the regular 30% commission. However, the fees will jump back to 30% when the developers exceed $1 million in app store sales.</p>\n<p><b>The Fortnite Row:</b>The new estimates assume significanceamid the&nbsp;ongoing legal battle&nbsp;between Epic Games Inc. against both Apple and Google over the removal of Epic’s “Fortnite” video game last summer from the tech giants’ app stores. Epic had attempted to skirt the 30% in-app purchase commission that Apple charged by offering an&nbsp;alternative payment optionin Fortnite.</p>\n<p>Following Google’s move on Tuesday to cut the app store fees, Epic Games CEO Tim Sweeney&nbsp;tweeted&nbsp;that while the far majority of developers will get the new 15% rate and will be less inclined to fight, the far majority of revenue is in apps with the 30% rate.</p>\n<p><b>Why It Matters</b>: Apple and Google have been facing several allegations surrounding their app store policies, including fees for digital purchases. The new estimates indicate that developers who make the most revenue from the app stores will still pay almost 30% of digital sales.</p>\n<p><b>Price Action:</b>Apple shares closed almost 1.3% higher on Tuesday at $125.57, while Google shares also closed almost 1.3% higher at $2,092.52.</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>Apple App Store Discount For Small Businesses Only Makes A 2.7% Dent To Revenue: Research</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 App Store Discount For Small Businesses Only Makes A 2.7% Dent To Revenue: Research\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-03-17 16:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The recent moves by&nbsp;<b>Apple Inc</b>.&nbsp;and&nbsp;<b>Alphabet Inc.</b>&nbsp;to cut app store fees for small developers will not make any significant negative impact on the tech giants’ revenues, according to new estimates from app analytics firm Sensor Tower.</p>\n<p><b>What Happened:</b>Google would have missed out on only $587 million, or about 5% of Sensor Tower’s estimate of $11.6 billion in Google Play fees for 2020, had the fee change had been in place on Google Play last year, according to Sensor Tower’s estimates, CNBCreported.</p>\n<p>Similarly, Sensor Tower estimates that Apple would have missed out on only $595 million, or about 2.7% of its estimated $21.7 billion in App Store fees in 2020 if Apple’s program had been in place last year.</p>\n<p>Google&nbsp;said&nbsp;Tuesday it is reducing the Google Play app store fees for developers by 50%,replicating&nbsp;Apple’s move last year. Beginning July 1, Android developers will be charged only 15% for the first $1 million in digital sales through the Google Play app store, instead of the regular 30% commission. However, the fees will jump back to 30% when the developers exceed $1 million in app store sales.</p>\n<p><b>The Fortnite Row:</b>The new estimates assume significanceamid the&nbsp;ongoing legal battle&nbsp;between Epic Games Inc. against both Apple and Google over the removal of Epic’s “Fortnite” video game last summer from the tech giants’ app stores. Epic had attempted to skirt the 30% in-app purchase commission that Apple charged by offering an&nbsp;alternative payment optionin Fortnite.</p>\n<p>Following Google’s move on Tuesday to cut the app store fees, Epic Games CEO Tim Sweeney&nbsp;tweeted&nbsp;that while the far majority of developers will get the new 15% rate and will be less inclined to fight, the far majority of revenue is in apps with the 30% rate.</p>\n<p><b>Why It Matters</b>: Apple and Google have been facing several allegations surrounding their app store policies, including fees for digital purchases. The new estimates indicate that developers who make the most revenue from the app stores will still pay almost 30% of digital sales.</p>\n<p><b>Price Action:</b>Apple shares closed almost 1.3% higher on Tuesday at $125.57, while Google shares also closed almost 1.3% higher at $2,092.52.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153165448","content_text":"The recent moves by Apple Inc. and Alphabet Inc. to cut app store fees for small developers will not make any significant negative impact on the tech giants’ revenues, according to new estimates from app analytics firm Sensor Tower.\nWhat Happened:Google would have missed out on only $587 million, or about 5% of Sensor Tower’s estimate of $11.6 billion in Google Play fees for 2020, had the fee change had been in place on Google Play last year, according to Sensor Tower’s estimates, CNBCreported.\nSimilarly, Sensor Tower estimates that Apple would have missed out on only $595 million, or about 2.7% of its estimated $21.7 billion in App Store fees in 2020 if Apple’s program had been in place last year.\nGoogle said Tuesday it is reducing the Google Play app store fees for developers by 50%,replicating Apple’s move last year. Beginning July 1, Android developers will be charged only 15% for the first $1 million in digital sales through the Google Play app store, instead of the regular 30% commission. However, the fees will jump back to 30% when the developers exceed $1 million in app store sales.\nThe Fortnite Row:The new estimates assume significanceamid the ongoing legal battle between Epic Games Inc. against both Apple and Google over the removal of Epic’s “Fortnite” video game last summer from the tech giants’ app stores. Epic had attempted to skirt the 30% in-app purchase commission that Apple charged by offering an alternative payment optionin Fortnite.\nFollowing Google’s move on Tuesday to cut the app store fees, Epic Games CEO Tim Sweeney tweeted that while the far majority of developers will get the new 15% rate and will be less inclined to fight, the far majority of revenue is in apps with the 30% rate.\nWhy It Matters: Apple and Google have been facing several allegations surrounding their app store policies, including fees for digital purchases. The new estimates indicate that developers who make the most revenue from the app stores will still pay almost 30% of digital sales.\nPrice Action:Apple shares closed almost 1.3% higher on Tuesday at $125.57, while Google shares also closed almost 1.3% higher at $2,092.52.","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312913576,"gmtCreate":1611989520795,"gmtModify":1704866839470,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"Threw my gamestop, not buying","listText":"Threw my gamestop, not buying","text":"Threw my gamestop, not buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/312913576","isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035712518,"gmtCreate":1647680438564,"gmtModify":1676534258275,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"It is one's opinion","listText":"It is one's opinion","text":"It is one's opinion","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035712518","repostId":"1184059964","repostType":4,"repost":{"id":"1184059964","kind":"news","pubTimestamp":1647651682,"share":"https://ttm.financial/m/news/1184059964?lang=&edition=fundamental","pubTime":"2022-03-19 09:01","market":"us","language":"en","title":"Apple Stock: Bright Green Light to Buy, Key Analyst Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1184059964","media":"TheStreet","summary":"One analyst thinks that Apple stock may have finally found its 2022 bottom. The Apple Maven takes a ","content":"<html><head></head><body><p>One analyst thinks that Apple stock may have finally found its 2022 bottom. The Apple Maven takes a closer look.</p><p>As the equities market shows signs that it has finally found its footing (fingers crossed), one vocal Wall Street analyst has given a “bright green light” for Apple stock to climb further.</p><p>Today, the Apple Maven reviews Wedbush’s stance on AAPL, still its top tech pick. Could analyst Dan Ives be right that Apple stock and some of its peers have bottomed for the year?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd834b5930cc8484f73b322c50b95c91\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"/><span>Figure 1: Apple Stock: Bright Green Light To Buy, Says One Analyst</span></p><p><b>Interest rate hikes underway</b></p><p>Mr. Ives’ key catalyst this week has been the Federal Reserve’s announcement on monetary policy. In a move that has been widely anticipated, the US central bank is raising short-term interest rates by 25 basis points. Six more hikes are expected in 2022.</p><p>I explained yesterday that the bullish reaction to the rate bump can be counterintuitive. Shouldn’t higher interest be a drag for tech and growth stocks?</p><p>The key here is that the markets do not usually react to what is happening right at this moment. Rather, it tends to look forward a few months and anticipate future events.</p><p>Dan Ives seems to agree with me that, rather than causing concern, the start of the rate hike campaign has been felt as a relief. Finally, monetary policy will begin to tighten, and investors can slowly start to worry about something other than rampant inflation.</p><p>This is very much what happened in early November of last year. When the Fed announced the start of the tapering process (that is, the winding down of the Bank’s bond purchase program), the Nasdaq immediately rallied — although enthusiasm lasted barely two months.</p><p>Therefore, yes, I believe that the macroeconomics events of the week were a positive for Apple stock. If “left alone” (i.e., absent market-level shocks and concerns), I think that AAPL share price will tend to rise due to the company’s strong fundamentals and execution.</p><p><b>Has AAPL bottomed?</b></p><p>While I think that Apple stock will be worth much more several years down the road, the harder question to answer is whether shares have seen the worst of 2022.</p><p>Any realistic analyst or investor must leave the door open for further share price weakness. I still think it is a bit too early to say, with much conviction, that the early-year selloff in the markets has completely run its course.</p><p>But here’s one thing that I can do: look at the historical data to understand what could happen next. Barron’s has done some of the work for us.</p><p>According to the publication, citing Dow Jones Market Data in an email that landed in my inbox last evening:</p><blockquote>“The start of a Fed tightening is not necessarily bad for stocks. There have been five rate-raising cycles since 1990, and the major stock indexes ended<i>higher</i>a year after the first rate increase 80% of the time.”</blockquote><p>In isolation, this figure is not particularly impressive, since the S&amp;P 500 has produced positive returns for the year 80% of the time in the past 3 decades. But at least, the observation suggests that recent rate hikes have not been any more likely to drag the performance of the stock market.</p><p>I then looked at Apple stock itself. Keep in mind that AAPL dropped as much as 17% from its all-time high, with the YTD bottom being reached as recently as March 14.</p><p>In the iPhone era, i.e. since 2007, Apple shares dropped at least this much a few times: certainly during the Great Recession of 2008, but also in 2013-2014, 2017-2018, and during the more recent COVID-19 bear market.</p><p>Whenever a 17%-plus selloff happened, Apple managed to produce outstanding average returns of 56% one year later! While, in rare instances, share price continued to decline after the 17% drawdown, the stock was in positive territory a year later 92% of the time.</p><p>Check out the histogram below, which shows the distribution of one-year forward returns after Apple stock dipped 17% of more from a peak, since 2007:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d0028f6b3627c6e01dbd676d5158e65\" tg-width=\"823\" tg-height=\"494\" width=\"100%\" height=\"auto\"/><span>Figure 2: AAPL: 1-year return after 17%+ selloff.</span></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>Apple Stock: Bright Green Light to Buy, Key Analyst Says</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: Bright Green Light to Buy, Key Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-bright-green-light-to-buy-says-one-analyst><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One analyst thinks that Apple stock may have finally found its 2022 bottom. The Apple Maven takes a closer look.As the equities market shows signs that it has finally found its footing (fingers ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-bright-green-light-to-buy-says-one-analyst\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-bright-green-light-to-buy-says-one-analyst","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184059964","content_text":"One analyst thinks that Apple stock may have finally found its 2022 bottom. The Apple Maven takes a closer look.As the equities market shows signs that it has finally found its footing (fingers crossed), one vocal Wall Street analyst has given a “bright green light” for Apple stock to climb further.Today, the Apple Maven reviews Wedbush’s stance on AAPL, still its top tech pick. Could analyst Dan Ives be right that Apple stock and some of its peers have bottomed for the year?Figure 1: Apple Stock: Bright Green Light To Buy, Says One AnalystInterest rate hikes underwayMr. Ives’ key catalyst this week has been the Federal Reserve’s announcement on monetary policy. In a move that has been widely anticipated, the US central bank is raising short-term interest rates by 25 basis points. Six more hikes are expected in 2022.I explained yesterday that the bullish reaction to the rate bump can be counterintuitive. Shouldn’t higher interest be a drag for tech and growth stocks?The key here is that the markets do not usually react to what is happening right at this moment. Rather, it tends to look forward a few months and anticipate future events.Dan Ives seems to agree with me that, rather than causing concern, the start of the rate hike campaign has been felt as a relief. Finally, monetary policy will begin to tighten, and investors can slowly start to worry about something other than rampant inflation.This is very much what happened in early November of last year. When the Fed announced the start of the tapering process (that is, the winding down of the Bank’s bond purchase program), the Nasdaq immediately rallied — although enthusiasm lasted barely two months.Therefore, yes, I believe that the macroeconomics events of the week were a positive for Apple stock. If “left alone” (i.e., absent market-level shocks and concerns), I think that AAPL share price will tend to rise due to the company’s strong fundamentals and execution.Has AAPL bottomed?While I think that Apple stock will be worth much more several years down the road, the harder question to answer is whether shares have seen the worst of 2022.Any realistic analyst or investor must leave the door open for further share price weakness. I still think it is a bit too early to say, with much conviction, that the early-year selloff in the markets has completely run its course.But here’s one thing that I can do: look at the historical data to understand what could happen next. Barron’s has done some of the work for us.According to the publication, citing Dow Jones Market Data in an email that landed in my inbox last evening:“The start of a Fed tightening is not necessarily bad for stocks. There have been five rate-raising cycles since 1990, and the major stock indexes endedhighera year after the first rate increase 80% of the time.”In isolation, this figure is not particularly impressive, since the S&P 500 has produced positive returns for the year 80% of the time in the past 3 decades. But at least, the observation suggests that recent rate hikes have not been any more likely to drag the performance of the stock market.I then looked at Apple stock itself. Keep in mind that AAPL dropped as much as 17% from its all-time high, with the YTD bottom being reached as recently as March 14.In the iPhone era, i.e. since 2007, Apple shares dropped at least this much a few times: certainly during the Great Recession of 2008, but also in 2013-2014, 2017-2018, and during the more recent COVID-19 bear market.Whenever a 17%-plus selloff happened, Apple managed to produce outstanding average returns of 56% one year later! While, in rare instances, share price continued to decline after the 17% drawdown, the stock was in positive territory a year later 92% of the time.Check out the histogram below, which shows the distribution of one-year forward returns after Apple stock dipped 17% of more from a peak, since 2007:Figure 2: AAPL: 1-year return after 17%+ selloff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573703375513385","authorId":"3573703375513385","name":"JonLucky","avatar":"https://static.tigerbbs.com/15afb66e92e4e4d6d1a8e9b7854e9d5e","crmLevel":2,"crmLevelSwitch":1,"idStr":"3573703375513385","authorIdStr":"3573703375513385"},"content":"green 🍏 🤔😄","text":"green 🍏 🤔😄","html":"green 🍏 🤔😄"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374919802,"gmtCreate":1619408109406,"gmtModify":1704723389808,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"Keep an eye on it","listText":"Keep an eye on it","text":"Keep an eye on it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/374919802","repostId":"1184404050","repostType":4,"repost":{"id":"1184404050","kind":"news","pubTimestamp":1619319329,"share":"https://ttm.financial/m/news/1184404050?lang=&edition=fundamental","pubTime":"2021-04-25 10:55","market":"us","language":"en","title":"What to watch in the markets this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1184404050","media":"CNBC","summary":"The last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product a","content":"<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to watch in the markets this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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 to watch in the markets this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","AAPL":"苹果",".SPX":"S&P 500 Index","GOOG":"谷歌",".DJI":"道琼斯","AMZN":"亚马逊","GOOGL":"谷歌A",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184404050","content_text":"KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product and the Fed’s favorite inflation measure: the personal consumption expenditures deflator.The final week of April is going to be a busy one for markets with a Federal Reserve meeting and a deluge of earnings news.Hot topics in markets will continue to be inflation and taxes.President Joe Biden is expected to detail his “American Families Plan” and the tax increases to pay for it, including a much higher capital gains tax for the wealthy.The plan is the second part of his Build Back Better agenda and will include new spending proposals aimed at helping families. The president addresses a joint session of Congress Wednesday evening.It’s a huge week for earnings with about a third of the S&P 500 reporting, including Big Tech names, such as Apple,Microsoft,Alphabet and Amazon.As many have already done, firms like Boeing, Ford,Caterpillar and McDonald’s, are likely to detail cost pressures they are facing from rising materials and transportation costs and supply chain disruptions.At the same time, the Fed is expected to defend its policy of letting inflation run hot, while assuring markets it sees the pick-up in prices as only temporary. The central bank meets on Tuesday and Wednesday.The central bank takes the main stage“I think the Fed would like not to be a feature next week, but the Fed will be forced from the background because of concerns about inflation,” said Diane Swonk, chief economist at Grant Thornton.The central bank is not expected to make any policy moves, but Fed Chairman Jerome Powell’s press briefing following the meeting Wednesday will be closely watched.So far, the barrage of earnings news has been positive, with 86% of companies reporting earnings beats. Corporate profits are expected to be up about 33.9% for the first quarter, based on estimates and actual reports, according to Refinitiv. Revenues are about 9.9% higher.There is important inflation data Friday when the Fed’s preferred inflation gauge is reported.The personal consumption expenditure report is expected to show a 1.8% rise in core inflation, still below the Fed’s target of 2%. Other data releases include the first-quarter gross domestic product on Thursday, which is expected to have grown by 6.5%, according to Dow Jones.“I think the Fed has no urgency to shift monetary policy at this point,” said Ian Lyngen, head of U.S. rates strategy at BMO. “The Fed needs to acknowledge that the data is improving. We had a strong first quarter.”“The Fed needs to acknowledge that but at the same time they’re keeping extremely accommodative policy in place, so they’ll have to make a note to the fact that the easy policy is warranted,” he said.Lyngen said the Fed will likely point to continued concerns about the pandemic globally as a potential risk to the economic recovery.Powell is also expected to once more explain that the Fed will let inflation rise above its 2% target for a period of time before it raises rates so that the economy can have more time to heal. “It’s going to be a challenge for the Fed,” said Swonk.The base effects for the next several months will make inflation appear to have jumped sharply because of the comparison to a weak period last year. The consumer price index for April could be above 3%, compared to 2.6% last month, Swonk added.“The Fed is trying to let a lot more people get out onto the dance floor before it calls ‘last call,’” she said. “Really what Powell has been saying since day one is if we take care of people on the margins and bring them back into the labor force, the rest will take care of itself.”Stocks were slightly lower in the past week, and Treasury yields held at lower levels. The 10-year yield,which moves opposite price, was at 1.55% Friday.The S&P 500was down 0.1%, ending the week at 4,180, while Nasdaq Composite was down nearly 0.3% at 14,016. The Dow was off just shy of 0.5% at 34,043.Tax hike prospectsStocks were hit hard on Thursday when after a news report said that Biden is expected to propose a capital gains tax rate of 39.6% for people earning more than $1 million a year.Combined with the 3.8% net investment income tax, the new levy would more than double the long term capital gains rate of 20% or the richest Americans.Strategists said Biden is expected to propose raising the income tax rate for those earning more than $400,000.“I think a lot of people are starting to price in the risk there going to be a significant increase in both corporate and capital gains taxes,” said Lyngen.So far, companies have not provided much in the way of commentary on the proposed hike in corporate taxes to 28% from 21% but they have been talking about other costs.David Bianco, chief investment strategist for the Americas at DWS, said he expects larger companies will do better dealing with supply chain constraints than smaller ones. Big Tech is also likely to fare better during the semiconductor shortage than auto makers, which have already announced production shutdowns, he said.“Next week is tech week. I think we’re going to get down on our knees and just be in awe of their business models and their ability to grow at a behemoth scale,” Bianco said.He said he’s not in favor of Wall Street’s popular trade into cyclicals and out of growth. He still favors growth.“We’re overweight equities really because we’re concerned about rising interest rates,” Bianco said. “I’m not bullish in that I expect the market to rise that much from here.”“We stuck with growth and dug deeper into bond substitutes, utilities, staples, real estate,” he said, adding he is underweight industrials, energy and materials. “Energy is doomed. It’s being nationalized via regulation. I do like industrials, they are well-run companies, but I do think infrastructure spending expectations for classic infrastructure are too high.”He also said industrials are good businesses, but the stocks have become overvalued.Bianco said he likes big box stores, but smaller retailers are facing big challenges that were already impacting them prior to Covid. He also finds small biotech firms attractive.“I like healthcare stocks. Those valuations are reasonable. People have been paranoid about politicians beating on them since 1992. They manage through it and lately they’ve been delivering,” he said.Week ahead calendarMondayEarnings:Tesla,Canadian National Railway, Canon,Check Point Software,Otis Worldwide, Vale,Ameriprise,NXP Semiconductor,Albertsons, Royal Phillips8:30 a.m. Durable goodsTuesdayFOMC begins two day meetingEarnings:Microsoft,Alphabet,Visa,Amgen,Advanced Micro Devices,3M,General Electric,Eli Lilly, Hasbro,United Parcel Service,BP,Novartis,JetBlue,Pultegroup,Archer Daniels Midland,Waste Management,Starbucks,Texas Instrument,Chubb,Mondelez,FireEye,Corning,Raytheon9:00 a.m. S&P/Case-Shiller9:00 a.m. FHFA home prices10:00 a.m. Consumer confidence10:00 a.m. Housing vacanciesWednesdayEarnings:Apple, Boeing,Facebook,Qualcomm,Ford,MGM Resorts,Humana,Norfolk Southern,General Dynamics,Boston Scientific, eBay, Samsung Electronics, GlaxoSmithKline,Yum Brands, SiriusXM, Aflac,Cheesecake Factory,Community Health System,CIT Group,Entergy,CME Group,Hess,Ryder System8:30 a.m. Advance economic indicators2:00 p.m. Fed statement2:30 p.m. Fed Chairman Jerome Powell briefingThursdayEarnings:Amazon,Caterpillar,McDonald’s,Twitter,Bristol-Myers Squibb,Comcast,Merck,Northrop Grumman, Airbus,Kraft Heinz,Intercontinental Exchange,Mastercard,Gilead Sciences,U.S. Steel, Cirrus Logic,Texas Roadhouse, Cabot Oil, PG&E,Royal Dutch Shell,Church & Dwight, Carlyle Group,Southern Co.8:30 a.m. Initial jobless claims8:30 a.m. Real GDP Q110:00 a.m. Pending home salesFridayEarnings:ExxonMobil,Chevron,Colgate-Palmolive,AstraZeneca,Clorox,Barclays, AbbVie, BNP Paribas,Weyerhaeuser,Illinois Tool Works, CBOE Global Markets, Lazard,Newell Brands,Aon,LyondellBasell,Pitney Bowes,Phillips 66,Charter Communications8:30 a.m. Personal income and spending8:30 a.m. Employment cost index Q19:45 a.m. Chicago PMI10:00 a.m. Consumer sentimentSaturdayEarnings:Berkshire Hathaway","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378046211,"gmtCreate":1618984587133,"gmtModify":1704717880657,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"WildGame","listText":"WildGame","text":"WildGame","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/378046211","repostId":"1192608994","repostType":4,"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341777387,"gmtCreate":1617862451349,"gmtModify":1704704080978,"author":{"id":"3573644992811813","authorId":"3573644992811813","name":"JadeS","avatar":"https://community-static.tradeup.com/news/1e6f301e7632a6460b2c962cd5d56f91","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573644992811813","authorIdStr":"3573644992811813"},"themes":[],"htmlText":"No transparency&nbsp;","listText":"No transparency&nbsp;","text":"No transparency","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/341777387","repostId":"1158742817","repostType":4,"repost":{"id":"1158742817","kind":"news","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":1617858631,"share":"https://ttm.financial/m/news/1158742817?lang=&edition=fundamental","pubTime":"2021-04-08 13:10","market":"us","language":"en","title":"Robinhood failed to disclose certain trade executions to public feed","url":"https://stock-news.laohu8.com/highlight/detail?id=1158742817","media":"Reuters","summary":"NEW YORK, April 8 (Reuters) - Retail brokerage Robinhood Financial did not report a certain type of ","content":"<p>NEW YORK, April 8 (Reuters) - Retail brokerage Robinhood Financial did not report a certain type of stock trade it executed for customers last year to a public data feed, according to regulatory data analyzed by Reuters and a source familiar with the matter. So-called fractional shares are offered by many brokerages. They let investors buy a slice of a share instead of the whole thing, so rather than forking out more than $3,000 on a share of Amazon.com Inc, an investor can buy as little as $1 worth.</p>\n<p>Brokerages are required to report all their trades to trade execution facilities (TRFs), according to Financial Industry Regulatory Authority (FINRA) and U.S. Securities and Exchange Commission rules. FINRA’s enforcement has fined other brokerages, including Merrill Lynch and Deutsche Bank AG's U.S. securities division, for violations of its reporting and supervisory rules in the past. LINKS:bit.ly/39Ni0bCreut.rs/3mhgtzKreut.rs/3cBYssDreut.rs/3m7ybpjreut.rs/2PN10eAreut.rs/3diuzwA</p>\n<p>Robinhood launched its fractional share service in December 2019, according to its website, but only began publicly reporting trade executions the week of Jan. 25, 2021, FINRA data relating to over-the-counter transactions show. Data before then does not show any trades reported by Robinhood.</p>\n<p>Robinhood’s lack of reporting to a trade execution facility was confirmed by a person familiar with the company who asked not to be identified in order to discuss a matter that is not public.</p>\n<p>Reuters could not determine how many trades Robinhood failed to report. As of Dec. 31, Robinhood users held $802.5 million in shares bought through its fractional share program, the brokerage said in a regulatory filing. Many of those purchases may have been executed by wholesale brokers.</p>\n<p>A spokeswoman for Robinhood declined to comment on the reporting issue, but said the company, which had 13 million customers as of November, only executes a “very small percentage of its fractional orders from its own inventory.”</p>\n<p>A spokesman for FINRA, which polices brokerages, declined to comment.</p>\n<p>When stocks trade on exchanges, everyone can see the activity. But when stocks trade over-the-counter, as is the case with Robinhood, investors rely on brokers to report the trades to the TRF. The information helps determine share prices. When certain trades are not publicly reported, it diminishes the amount of information available to market participants, and could create an unlevel playing field, FINRA says.</p>\n<p>Still, some experts said that while the omission was sufficiently serious to warrant fines to keep it from happening again, it was not a major lapse. That’s because the number of trades that went unreported would be a small fraction of the overall trading, these people said.</p>\n<p>“Should they deserve to get a parking ticket for it? Yes. Should it be painful enough that they don’t do it again? Yes,” said James Angel, finance professor at Georgetown University who specializes in market structure, when Reuters presented the data to him. “Should it be so overwhelming that it puts them out of business? Heck no.”</p>\n<p>The reporting lapse came as the company, which last month filed for an initial public offering that sources told Reuters values it at around $30 billion, was expanding rapidly and legions of new retail traders were entering the market.</p>\n<p>FINRA rules state that all trades have to be reported - including trades of less than a share - in the name of transparency, since market participants may base decisions on understanding not just prices but who is trading what and when.</p>\n<p>Unlike orders for full shares, which Robinhood sends en-masse to wholesale brokers to execute, Robinhood says its clearing broker arm, Robinhood Securities, executes fractional trades from its own account, which it is licensed to do by the FINRA.</p>\n<p>Robinhood executed around 1.86 million tier-one shares during the week of March 15, and around 3.51 million tier-two shares the week of March 1, the latest FINRA data show.</p>\n<p>Tier-one securities include stocks in the S&amp;P 500 Index, the Russell 1000 Index, and exchange-traded products, while tier-two includes smaller companies. </p>\n<p>(Reporting by John McCrank; editing by Megan Davies and Paritosh Bansal)</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>Robinhood failed to disclose certain trade executions to public feed</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\">\nRobinhood failed to disclose certain trade executions to public feed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-08 13:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, April 8 (Reuters) - Retail brokerage Robinhood Financial did not report a certain type of stock trade it executed for customers last year to a public data feed, according to regulatory data analyzed by Reuters and a source familiar with the matter. So-called fractional shares are offered by many brokerages. They let investors buy a slice of a share instead of the whole thing, so rather than forking out more than $3,000 on a share of Amazon.com Inc, an investor can buy as little as $1 worth.</p>\n<p>Brokerages are required to report all their trades to trade execution facilities (TRFs), according to Financial Industry Regulatory Authority (FINRA) and U.S. Securities and Exchange Commission rules. FINRA’s enforcement has fined other brokerages, including Merrill Lynch and Deutsche Bank AG's U.S. securities division, for violations of its reporting and supervisory rules in the past. LINKS:bit.ly/39Ni0bCreut.rs/3mhgtzKreut.rs/3cBYssDreut.rs/3m7ybpjreut.rs/2PN10eAreut.rs/3diuzwA</p>\n<p>Robinhood launched its fractional share service in December 2019, according to its website, but only began publicly reporting trade executions the week of Jan. 25, 2021, FINRA data relating to over-the-counter transactions show. Data before then does not show any trades reported by Robinhood.</p>\n<p>Robinhood’s lack of reporting to a trade execution facility was confirmed by a person familiar with the company who asked not to be identified in order to discuss a matter that is not public.</p>\n<p>Reuters could not determine how many trades Robinhood failed to report. As of Dec. 31, Robinhood users held $802.5 million in shares bought through its fractional share program, the brokerage said in a regulatory filing. Many of those purchases may have been executed by wholesale brokers.</p>\n<p>A spokeswoman for Robinhood declined to comment on the reporting issue, but said the company, which had 13 million customers as of November, only executes a “very small percentage of its fractional orders from its own inventory.”</p>\n<p>A spokesman for FINRA, which polices brokerages, declined to comment.</p>\n<p>When stocks trade on exchanges, everyone can see the activity. But when stocks trade over-the-counter, as is the case with Robinhood, investors rely on brokers to report the trades to the TRF. The information helps determine share prices. When certain trades are not publicly reported, it diminishes the amount of information available to market participants, and could create an unlevel playing field, FINRA says.</p>\n<p>Still, some experts said that while the omission was sufficiently serious to warrant fines to keep it from happening again, it was not a major lapse. That’s because the number of trades that went unreported would be a small fraction of the overall trading, these people said.</p>\n<p>“Should they deserve to get a parking ticket for it? Yes. Should it be painful enough that they don’t do it again? Yes,” said James Angel, finance professor at Georgetown University who specializes in market structure, when Reuters presented the data to him. “Should it be so overwhelming that it puts them out of business? Heck no.”</p>\n<p>The reporting lapse came as the company, which last month filed for an initial public offering that sources told Reuters values it at around $30 billion, was expanding rapidly and legions of new retail traders were entering the market.</p>\n<p>FINRA rules state that all trades have to be reported - including trades of less than a share - in the name of transparency, since market participants may base decisions on understanding not just prices but who is trading what and when.</p>\n<p>Unlike orders for full shares, which Robinhood sends en-masse to wholesale brokers to execute, Robinhood says its clearing broker arm, Robinhood Securities, executes fractional trades from its own account, which it is licensed to do by the FINRA.</p>\n<p>Robinhood executed around 1.86 million tier-one shares during the week of March 15, and around 3.51 million tier-two shares the week of March 1, the latest FINRA data show.</p>\n<p>Tier-one securities include stocks in the S&amp;P 500 Index, the Russell 1000 Index, and exchange-traded products, while tier-two includes smaller companies. </p>\n<p>(Reporting by John McCrank; editing by Megan Davies and Paritosh Bansal)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158742817","content_text":"NEW YORK, April 8 (Reuters) - Retail brokerage Robinhood Financial did not report a certain type of stock trade it executed for customers last year to a public data feed, according to regulatory data analyzed by Reuters and a source familiar with the matter. So-called fractional shares are offered by many brokerages. They let investors buy a slice of a share instead of the whole thing, so rather than forking out more than $3,000 on a share of Amazon.com Inc, an investor can buy as little as $1 worth.\nBrokerages are required to report all their trades to trade execution facilities (TRFs), according to Financial Industry Regulatory Authority (FINRA) and U.S. Securities and Exchange Commission rules. FINRA’s enforcement has fined other brokerages, including Merrill Lynch and Deutsche Bank AG's U.S. securities division, for violations of its reporting and supervisory rules in the past. LINKS:bit.ly/39Ni0bCreut.rs/3mhgtzKreut.rs/3cBYssDreut.rs/3m7ybpjreut.rs/2PN10eAreut.rs/3diuzwA\nRobinhood launched its fractional share service in December 2019, according to its website, but only began publicly reporting trade executions the week of Jan. 25, 2021, FINRA data relating to over-the-counter transactions show. Data before then does not show any trades reported by Robinhood.\nRobinhood’s lack of reporting to a trade execution facility was confirmed by a person familiar with the company who asked not to be identified in order to discuss a matter that is not public.\nReuters could not determine how many trades Robinhood failed to report. As of Dec. 31, Robinhood users held $802.5 million in shares bought through its fractional share program, the brokerage said in a regulatory filing. Many of those purchases may have been executed by wholesale brokers.\nA spokeswoman for Robinhood declined to comment on the reporting issue, but said the company, which had 13 million customers as of November, only executes a “very small percentage of its fractional orders from its own inventory.”\nA spokesman for FINRA, which polices brokerages, declined to comment.\nWhen stocks trade on exchanges, everyone can see the activity. But when stocks trade over-the-counter, as is the case with Robinhood, investors rely on brokers to report the trades to the TRF. The information helps determine share prices. When certain trades are not publicly reported, it diminishes the amount of information available to market participants, and could create an unlevel playing field, FINRA says.\nStill, some experts said that while the omission was sufficiently serious to warrant fines to keep it from happening again, it was not a major lapse. That’s because the number of trades that went unreported would be a small fraction of the overall trading, these people said.\n“Should they deserve to get a parking ticket for it? Yes. Should it be painful enough that they don’t do it again? Yes,” said James Angel, finance professor at Georgetown University who specializes in market structure, when Reuters presented the data to him. “Should it be so overwhelming that it puts them out of business? Heck no.”\nThe reporting lapse came as the company, which last month filed for an initial public offering that sources told Reuters values it at around $30 billion, was expanding rapidly and legions of new retail traders were entering the market.\nFINRA rules state that all trades have to be reported - including trades of less than a share - in the name of transparency, since market participants may base decisions on understanding not just prices but who is trading what and when.\nUnlike orders for full shares, which Robinhood sends en-masse to wholesale brokers to execute, Robinhood says its clearing broker arm, Robinhood Securities, executes fractional trades from its own account, which it is licensed to do by the FINRA.\nRobinhood executed around 1.86 million tier-one shares during the week of March 15, and around 3.51 million tier-two shares the week of March 1, the latest FINRA data show.\nTier-one securities include stocks in the S&P 500 Index, the Russell 1000 Index, and exchange-traded products, while tier-two includes smaller companies. \n(Reporting by John McCrank; editing by Megan Davies and Paritosh Bansal)","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}