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2022-09-08

Like please

Apple: Delivering For Everyone

2021-04-07

Wow amazing

7 Big Winners From Biden’s American Jobs Plan

2021-04-07

Nice

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please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938469402","repostId":"1154244543","repostType":4,"repost":{"id":"1154244543","kind":"news","pubTimestamp":1662650625,"share":"https://ttm.financial/m/news/1154244543?lang=&edition=fundamental","pubTime":"2022-09-08 23:23","market":"us","language":"en","title":"Apple: Delivering For Everyone","url":"https://stock-news.laohu8.com/highlight/detail?id=1154244543","media":"Seeking Alpha","summary":"SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Newest set of iPhones unveiled on Wednesday.</li><li>Apple didn&#39;t raise prices as some were expecting.</li><li>Finding a balance is the best way to go.</li></ul><p>On Wednesday, technology giant Apple (NASDAQ:AAPL) held its much anticipated September product unveiling event. This year, expectations had been a little muted as consumers grapple with high inflation, so device pricing was going to be the key theme. In the end, Apple delivered with something for everyone, which could set up the company nicely for the holiday season.</p><p>Let me start with some of the non-core products. Apple Watch Series 8 features a new temperature sensor along with some other tracking features, plus car crash detection. The company unveiled a new entry level SE version that goes for $249, which has a 30% larger face and is 20% faster. Consumers are also being treated to a new Ultra version that starts at $799, which is larger and has better battery life, while being geared towards the extreme fitness crowd. A second generation of the AirPods Pro was also unveiled, featuring a new chip and much improved audio.</p><p>Of course, the star of the show was going to be the new series of iPhones. As expected, the new iPhone 14 and 14 Plus are 6.1 and 6.7 inches, respectively, and contain last year&#39;s A15 Bionic chip. These phones, along with the Watch, have a new service using Globalstar (GSAT) satellites for emergency use. The Plus model has the best battery life ever in an iPhone according to the company, while these two entry level devices feature a much improved camera system. The 14 will be available on September 16th, which gives it more than a week of sales in the current fiscal Q4 period, while the 14 Plus isn&#39;t available until October 7th.</p><p>As for the Pro versions, they have a pill-like space at the top of the screen, known as the Dynamic Island, that changes based on the type of notification or action that is occurring, such as charging a phone or playing music. These models have an always-on display, along with a brighter screen and 48 megapixel camera sensor, and feature the newest chipset, the A16 Bionic. Perhaps the biggest news for the iPhone on Wednesday was pricing, which can be seen in the graphic below.</p><p><img src=\"https://static.tigerbbs.com/1c8e821dde238518c28185b25f2325eb\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"/></p><p>Yearly iPhone Lineup(Apple Store)</p><p>There were a handful of reports in recent weeks and months that Apple may increase prices this year, primarily due to inflation. Lately, these rumors seemed to focus more on the Pro versions only, but it turns out we didn&#39;t get any true price increases. Apple is swapping the mini for the Plus, which is a positive for average selling prices, along with the 12 this year being more expensive than the 11 was last year. For those looking for some value, the base 13 mini and regular 13 have double the storage than their year earlier counterparts did last year at the same price.</p><p>The key for Apple here in my opinion is that it is improving its effort to provide something for everyone. Look at what the company did with the Watch. It has its primary version of the device, a cheaper &#34;SE&#34; model, and now a premium Ultra model. This year, Apple has separated the Pro versions of the iPhone a bit more from their entry level counterparts, given the higher end models get the newest chipsets, yet they didn&#39;t get an added price boost. As some of the early analyst comments suggest, Apple delivered modest upgrades this year, so it didn&#39;t take advantage of the consumer by raising prices in a tough inflation environment.</p><p>While it may not be as important as it used to be, the iPhone is still the dominant product line for Apple. In the first nine months of the current fiscal year, which ends later this month, sales of the smartphone represented more than 54.2% of the company&#39;s revenues. That&#39;s actually up a little over the prior year&#39;s first three quarters, as supply chain issues have pressured sales of other devices. As the graphic below shows, the iPhone has still shown some decent revenue growth over the longer term. The 2022 number below with an asterisk is my current estimate, and the key here is that the iPhone could be about to report its first $200 billion fiscal sales year.</p><p><img src=\"https://static.tigerbbs.com/083d5c88f3f6da4fcaea39de2dc047d0\" tg-width=\"640\" tg-height=\"379\" referrerpolicy=\"no-referrer\"/></p><p>Fiscal Year iPhone Revenues(Company Filings)</p><p>It was just a couple of weeks ago where Apple shares were north of $175 and the financial media was talking about a new all-time high potentially coming soon. However, the market has pulled back on fears that the Fed will need to continue its aggressiveness to slow down inflation. September is also the month where the Fed&#39;s maximum balance sheet runoff amount doubles. Thanks to the pullback, the average price target now represents decent upside for Apple shares, but this is a very tough environment to recommend going long almost any name.</p><p>In the end, my key takeaway from Apple&#39;s event on Wednesday was that the company wants to deliver for everyone. The company broadened the Watch lineup by introducing a new Ultra model, while also providing further separation between the Pro and non-Pro models of the iPhone. While there were concerns that Apple could raise smartphone prices, it kept things mostly in check, other than the switch out of the mini for the new Plus model. The company certainly delivered the goods, so now investors will be watching to see how responsive the consumer is.</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: Delivering For Everyone</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: Delivering For Everyone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-08 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1\">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://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154244543","content_text":"SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its much anticipated September product unveiling event. This year, expectations had been a little muted as consumers grapple with high inflation, so device pricing was going to be the key theme. In the end, Apple delivered with something for everyone, which could set up the company nicely for the holiday season.Let me start with some of the non-core products. Apple Watch Series 8 features a new temperature sensor along with some other tracking features, plus car crash detection. The company unveiled a new entry level SE version that goes for $249, which has a 30% larger face and is 20% faster. Consumers are also being treated to a new Ultra version that starts at $799, which is larger and has better battery life, while being geared towards the extreme fitness crowd. A second generation of the AirPods Pro was also unveiled, featuring a new chip and much improved audio.Of course, the star of the show was going to be the new series of iPhones. As expected, the new iPhone 14 and 14 Plus are 6.1 and 6.7 inches, respectively, and contain last year's A15 Bionic chip. These phones, along with the Watch, have a new service using Globalstar (GSAT) satellites for emergency use. The Plus model has the best battery life ever in an iPhone according to the company, while these two entry level devices feature a much improved camera system. The 14 will be available on September 16th, which gives it more than a week of sales in the current fiscal Q4 period, while the 14 Plus isn't available until October 7th.As for the Pro versions, they have a pill-like space at the top of the screen, known as the Dynamic Island, that changes based on the type of notification or action that is occurring, such as charging a phone or playing music. These models have an always-on display, along with a brighter screen and 48 megapixel camera sensor, and feature the newest chipset, the A16 Bionic. Perhaps the biggest news for the iPhone on Wednesday was pricing, which can be seen in the graphic below.Yearly iPhone Lineup(Apple Store)There were a handful of reports in recent weeks and months that Apple may increase prices this year, primarily due to inflation. Lately, these rumors seemed to focus more on the Pro versions only, but it turns out we didn't get any true price increases. Apple is swapping the mini for the Plus, which is a positive for average selling prices, along with the 12 this year being more expensive than the 11 was last year. For those looking for some value, the base 13 mini and regular 13 have double the storage than their year earlier counterparts did last year at the same price.The key for Apple here in my opinion is that it is improving its effort to provide something for everyone. Look at what the company did with the Watch. It has its primary version of the device, a cheaper \"SE\" model, and now a premium Ultra model. This year, Apple has separated the Pro versions of the iPhone a bit more from their entry level counterparts, given the higher end models get the newest chipsets, yet they didn't get an added price boost. As some of the early analyst comments suggest, Apple delivered modest upgrades this year, so it didn't take advantage of the consumer by raising prices in a tough inflation environment.While it may not be as important as it used to be, the iPhone is still the dominant product line for Apple. In the first nine months of the current fiscal year, which ends later this month, sales of the smartphone represented more than 54.2% of the company's revenues. That's actually up a little over the prior year's first three quarters, as supply chain issues have pressured sales of other devices. As the graphic below shows, the iPhone has still shown some decent revenue growth over the longer term. The 2022 number below with an asterisk is my current estimate, and the key here is that the iPhone could be about to report its first $200 billion fiscal sales year.Fiscal Year iPhone Revenues(Company Filings)It was just a couple of weeks ago where Apple shares were north of $175 and the financial media was talking about a new all-time high potentially coming soon. However, the market has pulled back on fears that the Fed will need to continue its aggressiveness to slow down inflation. September is also the month where the Fed's maximum balance sheet runoff amount doubles. Thanks to the pullback, the average price target now represents decent upside for Apple shares, but this is a very tough environment to recommend going long almost any name.In the end, my key takeaway from Apple's event on Wednesday was that the company wants to deliver for everyone. The company broadened the Watch lineup by introducing a new Ultra model, while also providing further separation between the Pro and non-Pro models of the iPhone. While there were concerns that Apple could raise smartphone prices, it kept things mostly in check, other than the switch out of the mini for the new Plus model. The company certainly delivered the goods, so now investors will be watching to see how responsive the consumer is.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341117437,"gmtCreate":1617792913929,"gmtModify":1704703187172,"author":{"id":"3574904070407748","authorId":"3574904070407748","name":"OptionsGod","avatar":"https://static.tigerbbs.com/c7bf4b971d3ba344665a0965c2f67b3b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574904070407748","authorIdStr":"3574904070407748"},"themes":[],"htmlText":"Wow amazing&nbsp;","listText":"Wow amazing&nbsp;","text":"Wow amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341117437","repostId":"1144895237","repostType":4,"repost":{"id":"1144895237","kind":"news","pubTimestamp":1617788997,"share":"https://ttm.financial/m/news/1144895237?lang=&edition=fundamental","pubTime":"2021-04-07 17:49","market":"us","language":"en","title":"7 Big Winners From Biden’s American Jobs Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1144895237","media":"investorplace","summary":"President Joe Biden introduced his American Jobs Plan on March 31. The planoutlines $2.251 trilliono","content":"<p>President Joe Biden introduced his American Jobs Plan on March 31. The planoutlines $2.251 trillionof estimated spending to improve the country and jobs for Americans. It is divided into four major sectors: infrastructure at home, transportation infrastructure, research and development (R&amp;D), workforce development and manufacturing, and the caretaking economy. As a result, infrastructure stocks are set to take off.</p><p>The effects of the announcement are sure to reverberate through the markets. That means certain sectors and stocks therein are going to appreciate in price. It’s very clear that finding the strongest operators in these sectors will be a surefire bet to chase near-certain gains. However, the plan will only become law if it passes later this summer. For that reason, it currently makes sense to invest in those sectors most likely to survive partisan rhetoric.</p><p>So, let’s look at some of those infrastructure stocks set to benefit from President Biden’s American Jobs Plan.</p><ul><li><b>ChargePointHoldings</b>(NYSE:<b><u>CHPT</u></b>)</li><li><b>Cleveland-Cliffs</b>(NYSE:<b><u>CLF</u></b>)</li><li><b>Vulcan Materials</b>(NYSE:<b><u>VMC</u></b>)</li><li><b>Brookfield Infrastructure Partners</b>(NYSE:<b><u>BIP</u></b>)</li><li><b>American Tower REIT</b>(NYSE:<b><u>AMT</u></b>)</li><li><b>Union Pacific</b>(NYSE:<b><u>UNP</u></b>)</li><li><b>Deere &amp; Co.</b>(NYSE:<b><u>DE</u></b>)</li></ul><p><b>Infrastructure Stocks: ChargePoint Holdings (CHPT)</b></p><p><img src=\"https://static.tigerbbs.com/43345974024b144fb37a872dd1771d90\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Michael Vi / Shutterstock.com</p><p>The American Jobs Plan includes $621 billion dedicated to transportation infrastructure. $174 billion of that is earmarked for electric vehicles (EVs). This will serve as a massive tailwind for ChargePoint Holdings.</p><p>ChargePoint Holdings is an EV charging network company that has been around since 2007. It has recently gone public. The recent tech and EV selloff pulled share prices down, but the long-term picture remains bright. And Biden’s commitment to accelerate the EV infrastructure buildout serves as an immediate catalyst.</p><p>ChargePoint has been building out the EV infrastructure charging network since 2007. Thus, it is a pioneer in the EV space. The other pioneering American name in the space,<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>), didn’t release its first vehicle until 2008.</p><p>ChargePoint currently boasts a network of over 132,000 places to charge vehicles in North America and Europe. Additionally, it has 7X more market share than its next closest competitor in networked level 2 charging.</p><p>CHPT stock only began trading on the<b>New York Stock Exchange</b>on March 1, following its initial public offering (IPO) with Switchback Energy. 2020 fiscal year revenuesincreased to $146.5 million, from $144.5 million in 2019. The company is still experiencing losses and will continue to do so. It remains a long-term play, but the short-term catalyst is there.</p><p><b>Cleveland-Cliffs (CLF)</b></p><p><img src=\"https://static.tigerbbs.com/d58f5a192f0b60a4852a611a526745a5\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: IgorGolovniov / Shutterstock.com</p><p>My next pick on this list of infrastructure stocks is CLF. The proposed infrastructure buildout is going to require lots of steel. Cleveland-Cliffs mines ore and manufactures just about every kind of steel imaginable. Biden’s plan calls for $650 billion in spending on infrastructure at home and $621 billion of spending on transportation infrastructure. Therefore, investors can easily understand the opportunity for a leading steelmaker like Cleveland-Cliffs.</p><p>Investors already keen to make a play on steel manufacturing may be considering a few other names, including<b>Nucor</b>(NYSE:<b><u>NUE</u></b>) and<b>ArcelorMittal</b>(NYSE:<b><u>MT</u></b>). However, there’s good reason to consider Cleveland-Cliffs over either of them. Firstly, Nucor is already above its pre-pandemic price, and it looks like investors have already rotated into it as a cyclical play. All of its growth seems to be priced into current share prices.</p><p>Cleveland-Cliffs acquired substantially all of ArcelorMittal’s U.S. operations back in December. CLF stock has been trending upward since, and it looks like it should continue on the infrastructure plan news.</p><p>CLF’s stock appreciation has outpaced its peersover the past three years. The company also acquired AK steel in 2020. The acquisitions have transformed Cleveland-Cliffs into the largest flat-rolled steel manufacturer in North America.</p><p><b>Vulcan Materials (VMC)</b></p><p><img src=\"https://static.tigerbbs.com/39932fac423a7a708494a061632593d1\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: madamF / Shutterstock.com</p><p>Vulcan Materials is the United States’ largest producer of construction aggregates. This includes crushed stone, sand, gravel, asphalt and concrete. Under Biden’s plan, $115 billion has been earmarked for improving highways, bridges and roads.</p><p>Vulcanoperations serve 19 of the 25fastest growing U.S. markets. Moreover, the company operates across what is essentially the southern half of the continental U.S. Growth in this geography’s population, household and employment is projected to far outpace the areas Vulcan Materials doesn’t operate in. Therefore, Vulcan Materials has a strong ability to capture a higher portion of that $115 billion in spending.</p><p>For the full year 2020, Vulcan Materials recorded$4.86 billion in revenue, a record EBITDA of $1.324 billion and earnings of $585 million. The company focused on improved efficiency during the pandemic year. Revenues declined by 1%, yet profits increased 2%.</p><p>Vulcan Materials CEO Tom Hill noted gains in construction employment as a positive catalyst of late for the company. This infrastructure plan only strengthens the case for investing in VMC stock.</p><p><b>Brookfield Infrastructure Partners (BIP)</b></p><p><img src=\"https://static.tigerbbs.com/259558d5e4a485a8520b52e65a9ac51e\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Shutterstock</p><p>Brookfield Infrastructure Partners manages a portfolio of infrastructure assets, making it a natural pick for this list of infrastructure stocks. The company’s holdings include assets across utilities, transport, energy and data infrastructure. Therefore, the company has wide exposure to many of the sectors Biden’s plan intends to address.</p><p>One thing that I appreciate about Brookfield Infrastructure Partners is that the company sets out clear expectations for potential investors. It states that its objective is “to generate a long-term return of 12-15% on equity and provide sustainable distributionsfor unitholders while targeting annual distribution growth of 5-9%.”</p><p>The company has grown over the past year on a net income basis. Net income in 2020 reached $394 million, up from $233 million in the year prior. Perhaps as important, the company saw a large increase in revenues during 2020. Brookfield Infrastructure Partners recorded$8.885 billion in 2020 revenues. In 2019, that figure was a much more modest $6.597 billion.</p><p>So the company itself looks to be in strong position, regardless of the positive catalyst provided by President Biden’s American Jobs Plan. The company israted overweightby Wall Street analysts, and its Q4 earnings-per-share (EPS) earnings beat along with all of the other positives make it a strong play right now.</p><p><b>American Tower REIT (AMT)</b></p><p><img src=\"https://static.tigerbbs.com/d7ceef64c5fa59dffdd1dd6a453f1e43\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Pavel Kapysh / Shutterstock.com</p><p>American Tower REIT (real estate investment trust) is another stock that Wall Street is fond of at present.Eight analysts rate it a buy, while only one rates it a hold. The company builds and operates cell phone towers across the globe. I like this stock as a broader play on the buildout of 5G in the United States. It just makes sense to invest in it as a play on a different narrative in 5G than network competition. AMT stock recently dropped below $200 and has rebounded sharply in the past three weeks to around $240 per share.</p><p>American Tower REIT released Q4 and full-year earnings back on Feb. 25. Althoughrevenue, net income and EBITDA all increasedfor the full year, AMT stock pitched downward for the next week and a half. Perhaps this was attributable to the fact that it missed quarterly EPS expectations. In any case, AMT shares are up again and more than retraced the prior losses.</p><p>Biden’s plan calls for a $100 billion investment into high-speed broadband. Although his plan hasn’t been enacted as law, broadband will certainly be less contentious than some green initiatives. American Tower REIT should benefit along with other infrastructure stocks.</p><p><b>Union Pacific (UNP)</b></p><p><img src=\"https://static.tigerbbs.com/ccda0ccf43b233e8fd63d9138bde861f\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Michael Rosebrock / Shutterstock.com</p><p>Union Pacific is a company and a stock with a few overarching catalysts currently. Firstly, Union Pacific is a strong economic reopening play. Freight is a highly cyclical portion of the economy, and investors are rotating in. Some investors may worry that gains are already priced in. It doesn’t appear so. UNP stock is still below analyst target prices by roughly $10.</p><p>That tangent aside, let’s get back to the overarching catalysts in Union Pacific’s favor. Secondly,Biden’s Jobs for America Plan includes $80 billion of investment toward passenger and freight rail. Both scenarios bode well for Union Pacific and owners of its stock.</p><p>Union Pacific also has a few strong metrics backing it as a business. Its net margin, return on equity and return on assets areall above the 90th percentileof peers in the transportation industry. Further, Union Pacific is broadly value-creating with a return on capital that exceeds its cost of capital.</p><p><b>Deere &amp; Co. (DE)</b></p><p><img src=\"https://static.tigerbbs.com/a577460eb08f8218ccf86b5929ad86c2\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Shutterstock</p><p>Last on this list of infrastructure stocks is Deere &amp; Co. stock. DE stock was flat through all of 2018 and 2019. Shares pretty much hovered around $155, give or take five or 10 bucks. However, DE stock has shot skyward over the past year. Shares are up 233% from the pandemic trough and a still very respectable 127% from pre-pandemic prices.</p><p>Some readers will wonder if that means that most of the getting has been gotten. Analyst target prices indicate there’s room left for growth on average. Optimistic estimates suggest there’s another $50-60 until DE shares max out.</p><p>Although many readers will associate Deere &amp; Co. with lawn mowers and smaller tractors, the company also manufactures a lot of construction equipment. The obvious catalyst here is that Biden’s investment into infrastructure requires the purchase and utilization of construction equipment.</p><p>Deere has drawn so much interest lately because it has been performing well. In Q1 of 2021, revenues and sales increased by 19% to $9.112 billion year-over-year. Investors welcomed that news, of course. But where the company really shined was in profits. Net incomeincreased to $1.224 billion, up 137% from $517 million. The company has figured out how to increase efficiency within its operations. Its goal to reach 15% margins by 2022 is underpinned by smarter machines and maximizing vehicle up time. The results have been positive so far, and infrastructure investments will only help.</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>7 Big Winners From Biden’s American Jobs Plan</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Big Winners From Biden’s American Jobs Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-07 17:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/infrastructure-stocks-7-big-winners-from-bidens-american-jobs-plan/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>President Joe Biden introduced his American Jobs Plan on March 31. The planoutlines $2.251 trillionof estimated spending to improve the country and jobs for Americans. It is divided into four major ...</p>\n\n<a href=\"https://investorplace.com/2021/04/infrastructure-stocks-7-big-winners-from-bidens-american-jobs-plan/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DE":"迪尔股份有限公司","VMC":"火神材料","AMT":"美国电塔","CLF":"克利夫兰克里夫","UNP":"联合太平洋","CHPT":"ChargePoint Holdings Inc.","BIP":"布鲁克菲尔德公共建设"},"source_url":"https://investorplace.com/2021/04/infrastructure-stocks-7-big-winners-from-bidens-american-jobs-plan/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144895237","content_text":"President Joe Biden introduced his American Jobs Plan on March 31. The planoutlines $2.251 trillionof estimated spending to improve the country and jobs for Americans. It is divided into four major sectors: infrastructure at home, transportation infrastructure, research and development (R&D), workforce development and manufacturing, and the caretaking economy. As a result, infrastructure stocks are set to take off.The effects of the announcement are sure to reverberate through the markets. That means certain sectors and stocks therein are going to appreciate in price. It’s very clear that finding the strongest operators in these sectors will be a surefire bet to chase near-certain gains. However, the plan will only become law if it passes later this summer. For that reason, it currently makes sense to invest in those sectors most likely to survive partisan rhetoric.So, let’s look at some of those infrastructure stocks set to benefit from President Biden’s American Jobs Plan.ChargePointHoldings(NYSE:CHPT)Cleveland-Cliffs(NYSE:CLF)Vulcan Materials(NYSE:VMC)Brookfield Infrastructure Partners(NYSE:BIP)American Tower REIT(NYSE:AMT)Union Pacific(NYSE:UNP)Deere & Co.(NYSE:DE)Infrastructure Stocks: ChargePoint Holdings (CHPT)Source: Michael Vi / Shutterstock.comThe American Jobs Plan includes $621 billion dedicated to transportation infrastructure. $174 billion of that is earmarked for electric vehicles (EVs). This will serve as a massive tailwind for ChargePoint Holdings.ChargePoint Holdings is an EV charging network company that has been around since 2007. It has recently gone public. The recent tech and EV selloff pulled share prices down, but the long-term picture remains bright. And Biden’s commitment to accelerate the EV infrastructure buildout serves as an immediate catalyst.ChargePoint has been building out the EV infrastructure charging network since 2007. Thus, it is a pioneer in the EV space. The other pioneering American name in the space,Tesla(NASDAQ:TSLA), didn’t release its first vehicle until 2008.ChargePoint currently boasts a network of over 132,000 places to charge vehicles in North America and Europe. Additionally, it has 7X more market share than its next closest competitor in networked level 2 charging.CHPT stock only began trading on theNew York Stock Exchangeon March 1, following its initial public offering (IPO) with Switchback Energy. 2020 fiscal year revenuesincreased to $146.5 million, from $144.5 million in 2019. The company is still experiencing losses and will continue to do so. It remains a long-term play, but the short-term catalyst is there.Cleveland-Cliffs (CLF)Source: IgorGolovniov / Shutterstock.comMy next pick on this list of infrastructure stocks is CLF. The proposed infrastructure buildout is going to require lots of steel. Cleveland-Cliffs mines ore and manufactures just about every kind of steel imaginable. Biden’s plan calls for $650 billion in spending on infrastructure at home and $621 billion of spending on transportation infrastructure. Therefore, investors can easily understand the opportunity for a leading steelmaker like Cleveland-Cliffs.Investors already keen to make a play on steel manufacturing may be considering a few other names, includingNucor(NYSE:NUE) andArcelorMittal(NYSE:MT). However, there’s good reason to consider Cleveland-Cliffs over either of them. Firstly, Nucor is already above its pre-pandemic price, and it looks like investors have already rotated into it as a cyclical play. All of its growth seems to be priced into current share prices.Cleveland-Cliffs acquired substantially all of ArcelorMittal’s U.S. operations back in December. CLF stock has been trending upward since, and it looks like it should continue on the infrastructure plan news.CLF’s stock appreciation has outpaced its peersover the past three years. The company also acquired AK steel in 2020. The acquisitions have transformed Cleveland-Cliffs into the largest flat-rolled steel manufacturer in North America.Vulcan Materials (VMC)Source: madamF / Shutterstock.comVulcan Materials is the United States’ largest producer of construction aggregates. This includes crushed stone, sand, gravel, asphalt and concrete. Under Biden’s plan, $115 billion has been earmarked for improving highways, bridges and roads.Vulcanoperations serve 19 of the 25fastest growing U.S. markets. Moreover, the company operates across what is essentially the southern half of the continental U.S. Growth in this geography’s population, household and employment is projected to far outpace the areas Vulcan Materials doesn’t operate in. Therefore, Vulcan Materials has a strong ability to capture a higher portion of that $115 billion in spending.For the full year 2020, Vulcan Materials recorded$4.86 billion in revenue, a record EBITDA of $1.324 billion and earnings of $585 million. The company focused on improved efficiency during the pandemic year. Revenues declined by 1%, yet profits increased 2%.Vulcan Materials CEO Tom Hill noted gains in construction employment as a positive catalyst of late for the company. This infrastructure plan only strengthens the case for investing in VMC stock.Brookfield Infrastructure Partners (BIP)Source: ShutterstockBrookfield Infrastructure Partners manages a portfolio of infrastructure assets, making it a natural pick for this list of infrastructure stocks. The company’s holdings include assets across utilities, transport, energy and data infrastructure. Therefore, the company has wide exposure to many of the sectors Biden’s plan intends to address.One thing that I appreciate about Brookfield Infrastructure Partners is that the company sets out clear expectations for potential investors. It states that its objective is “to generate a long-term return of 12-15% on equity and provide sustainable distributionsfor unitholders while targeting annual distribution growth of 5-9%.”The company has grown over the past year on a net income basis. Net income in 2020 reached $394 million, up from $233 million in the year prior. Perhaps as important, the company saw a large increase in revenues during 2020. Brookfield Infrastructure Partners recorded$8.885 billion in 2020 revenues. In 2019, that figure was a much more modest $6.597 billion.So the company itself looks to be in strong position, regardless of the positive catalyst provided by President Biden’s American Jobs Plan. The company israted overweightby Wall Street analysts, and its Q4 earnings-per-share (EPS) earnings beat along with all of the other positives make it a strong play right now.American Tower REIT (AMT)Source: Pavel Kapysh / Shutterstock.comAmerican Tower REIT (real estate investment trust) is another stock that Wall Street is fond of at present.Eight analysts rate it a buy, while only one rates it a hold. The company builds and operates cell phone towers across the globe. I like this stock as a broader play on the buildout of 5G in the United States. It just makes sense to invest in it as a play on a different narrative in 5G than network competition. AMT stock recently dropped below $200 and has rebounded sharply in the past three weeks to around $240 per share.American Tower REIT released Q4 and full-year earnings back on Feb. 25. Althoughrevenue, net income and EBITDA all increasedfor the full year, AMT stock pitched downward for the next week and a half. Perhaps this was attributable to the fact that it missed quarterly EPS expectations. In any case, AMT shares are up again and more than retraced the prior losses.Biden’s plan calls for a $100 billion investment into high-speed broadband. Although his plan hasn’t been enacted as law, broadband will certainly be less contentious than some green initiatives. American Tower REIT should benefit along with other infrastructure stocks.Union Pacific (UNP)Source: Michael Rosebrock / Shutterstock.comUnion Pacific is a company and a stock with a few overarching catalysts currently. Firstly, Union Pacific is a strong economic reopening play. Freight is a highly cyclical portion of the economy, and investors are rotating in. Some investors may worry that gains are already priced in. It doesn’t appear so. UNP stock is still below analyst target prices by roughly $10.That tangent aside, let’s get back to the overarching catalysts in Union Pacific’s favor. Secondly,Biden’s Jobs for America Plan includes $80 billion of investment toward passenger and freight rail. Both scenarios bode well for Union Pacific and owners of its stock.Union Pacific also has a few strong metrics backing it as a business. Its net margin, return on equity and return on assets areall above the 90th percentileof peers in the transportation industry. Further, Union Pacific is broadly value-creating with a return on capital that exceeds its cost of capital.Deere & Co. (DE)Source: ShutterstockLast on this list of infrastructure stocks is Deere & Co. stock. DE stock was flat through all of 2018 and 2019. Shares pretty much hovered around $155, give or take five or 10 bucks. However, DE stock has shot skyward over the past year. Shares are up 233% from the pandemic trough and a still very respectable 127% from pre-pandemic prices.Some readers will wonder if that means that most of the getting has been gotten. Analyst target prices indicate there’s room left for growth on average. Optimistic estimates suggest there’s another $50-60 until DE shares max out.Although many readers will associate Deere & Co. with lawn mowers and smaller tractors, the company also manufactures a lot of construction equipment. The obvious catalyst here is that Biden’s investment into infrastructure requires the purchase and utilization of construction equipment.Deere has drawn so much interest lately because it has been performing well. In Q1 of 2021, revenues and sales increased by 19% to $9.112 billion year-over-year. Investors welcomed that news, of course. But where the company really shined was in profits. Net incomeincreased to $1.224 billion, up 137% from $517 million. The company has figured out how to increase efficiency within its operations. Its goal to reach 15% margins by 2022 is underpinned by smarter machines and maximizing vehicle up time. The results have been positive so far, and infrastructure investments will only help.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341117698,"gmtCreate":1617792872214,"gmtModify":1704703186689,"author":{"id":"3574904070407748","authorId":"3574904070407748","name":"OptionsGod","avatar":"https://static.tigerbbs.com/c7bf4b971d3ba344665a0965c2f67b3b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574904070407748","authorIdStr":"3574904070407748"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341117698","repostId":"1144895237","repostType":4,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":341117437,"gmtCreate":1617792913929,"gmtModify":1704703187172,"author":{"id":"3574904070407748","authorId":"3574904070407748","name":"OptionsGod","avatar":"https://static.tigerbbs.com/c7bf4b971d3ba344665a0965c2f67b3b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574904070407748","authorIdStr":"3574904070407748"},"themes":[],"htmlText":"Wow amazing&nbsp;","listText":"Wow amazing&nbsp;","text":"Wow amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341117437","repostId":"1144895237","repostType":4,"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938469402,"gmtCreate":1662650509807,"gmtModify":1676537110456,"author":{"id":"3574904070407748","authorId":"3574904070407748","name":"OptionsGod","avatar":"https://static.tigerbbs.com/c7bf4b971d3ba344665a0965c2f67b3b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574904070407748","authorIdStr":"3574904070407748"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938469402","repostId":"1154244543","repostType":4,"repost":{"id":"1154244543","kind":"news","pubTimestamp":1662650625,"share":"https://ttm.financial/m/news/1154244543?lang=&edition=fundamental","pubTime":"2022-09-08 23:23","market":"us","language":"en","title":"Apple: Delivering For Everyone","url":"https://stock-news.laohu8.com/highlight/detail?id=1154244543","media":"Seeking Alpha","summary":"SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Newest set of iPhones unveiled on Wednesday.</li><li>Apple didn&#39;t raise prices as some were expecting.</li><li>Finding a balance is the best way to go.</li></ul><p>On Wednesday, technology giant Apple (NASDAQ:AAPL) held its much anticipated September product unveiling event. This year, expectations had been a little muted as consumers grapple with high inflation, so device pricing was going to be the key theme. In the end, Apple delivered with something for everyone, which could set up the company nicely for the holiday season.</p><p>Let me start with some of the non-core products. Apple Watch Series 8 features a new temperature sensor along with some other tracking features, plus car crash detection. The company unveiled a new entry level SE version that goes for $249, which has a 30% larger face and is 20% faster. Consumers are also being treated to a new Ultra version that starts at $799, which is larger and has better battery life, while being geared towards the extreme fitness crowd. A second generation of the AirPods Pro was also unveiled, featuring a new chip and much improved audio.</p><p>Of course, the star of the show was going to be the new series of iPhones. As expected, the new iPhone 14 and 14 Plus are 6.1 and 6.7 inches, respectively, and contain last year&#39;s A15 Bionic chip. These phones, along with the Watch, have a new service using Globalstar (GSAT) satellites for emergency use. The Plus model has the best battery life ever in an iPhone according to the company, while these two entry level devices feature a much improved camera system. The 14 will be available on September 16th, which gives it more than a week of sales in the current fiscal Q4 period, while the 14 Plus isn&#39;t available until October 7th.</p><p>As for the Pro versions, they have a pill-like space at the top of the screen, known as the Dynamic Island, that changes based on the type of notification or action that is occurring, such as charging a phone or playing music. These models have an always-on display, along with a brighter screen and 48 megapixel camera sensor, and feature the newest chipset, the A16 Bionic. Perhaps the biggest news for the iPhone on Wednesday was pricing, which can be seen in the graphic below.</p><p><img src=\"https://static.tigerbbs.com/1c8e821dde238518c28185b25f2325eb\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"/></p><p>Yearly iPhone Lineup(Apple Store)</p><p>There were a handful of reports in recent weeks and months that Apple may increase prices this year, primarily due to inflation. Lately, these rumors seemed to focus more on the Pro versions only, but it turns out we didn&#39;t get any true price increases. Apple is swapping the mini for the Plus, which is a positive for average selling prices, along with the 12 this year being more expensive than the 11 was last year. For those looking for some value, the base 13 mini and regular 13 have double the storage than their year earlier counterparts did last year at the same price.</p><p>The key for Apple here in my opinion is that it is improving its effort to provide something for everyone. Look at what the company did with the Watch. It has its primary version of the device, a cheaper &#34;SE&#34; model, and now a premium Ultra model. This year, Apple has separated the Pro versions of the iPhone a bit more from their entry level counterparts, given the higher end models get the newest chipsets, yet they didn&#39;t get an added price boost. As some of the early analyst comments suggest, Apple delivered modest upgrades this year, so it didn&#39;t take advantage of the consumer by raising prices in a tough inflation environment.</p><p>While it may not be as important as it used to be, the iPhone is still the dominant product line for Apple. In the first nine months of the current fiscal year, which ends later this month, sales of the smartphone represented more than 54.2% of the company&#39;s revenues. That&#39;s actually up a little over the prior year&#39;s first three quarters, as supply chain issues have pressured sales of other devices. As the graphic below shows, the iPhone has still shown some decent revenue growth over the longer term. The 2022 number below with an asterisk is my current estimate, and the key here is that the iPhone could be about to report its first $200 billion fiscal sales year.</p><p><img src=\"https://static.tigerbbs.com/083d5c88f3f6da4fcaea39de2dc047d0\" tg-width=\"640\" tg-height=\"379\" referrerpolicy=\"no-referrer\"/></p><p>Fiscal Year iPhone Revenues(Company Filings)</p><p>It was just a couple of weeks ago where Apple shares were north of $175 and the financial media was talking about a new all-time high potentially coming soon. However, the market has pulled back on fears that the Fed will need to continue its aggressiveness to slow down inflation. September is also the month where the Fed&#39;s maximum balance sheet runoff amount doubles. Thanks to the pullback, the average price target now represents decent upside for Apple shares, but this is a very tough environment to recommend going long almost any name.</p><p>In the end, my key takeaway from Apple&#39;s event on Wednesday was that the company wants to deliver for everyone. The company broadened the Watch lineup by introducing a new Ultra model, while also providing further separation between the Pro and non-Pro models of the iPhone. While there were concerns that Apple could raise smartphone prices, it kept things mostly in check, other than the switch out of the mini for the new Plus model. The company certainly delivered the goods, so now investors will be watching to see how responsive the consumer is.</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: Delivering For Everyone</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: Delivering For Everyone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-08 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1\">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://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154244543","content_text":"SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its much anticipated September product unveiling event. This year, expectations had been a little muted as consumers grapple with high inflation, so device pricing was going to be the key theme. In the end, Apple delivered with something for everyone, which could set up the company nicely for the holiday season.Let me start with some of the non-core products. Apple Watch Series 8 features a new temperature sensor along with some other tracking features, plus car crash detection. The company unveiled a new entry level SE version that goes for $249, which has a 30% larger face and is 20% faster. Consumers are also being treated to a new Ultra version that starts at $799, which is larger and has better battery life, while being geared towards the extreme fitness crowd. A second generation of the AirPods Pro was also unveiled, featuring a new chip and much improved audio.Of course, the star of the show was going to be the new series of iPhones. As expected, the new iPhone 14 and 14 Plus are 6.1 and 6.7 inches, respectively, and contain last year's A15 Bionic chip. These phones, along with the Watch, have a new service using Globalstar (GSAT) satellites for emergency use. The Plus model has the best battery life ever in an iPhone according to the company, while these two entry level devices feature a much improved camera system. The 14 will be available on September 16th, which gives it more than a week of sales in the current fiscal Q4 period, while the 14 Plus isn't available until October 7th.As for the Pro versions, they have a pill-like space at the top of the screen, known as the Dynamic Island, that changes based on the type of notification or action that is occurring, such as charging a phone or playing music. These models have an always-on display, along with a brighter screen and 48 megapixel camera sensor, and feature the newest chipset, the A16 Bionic. Perhaps the biggest news for the iPhone on Wednesday was pricing, which can be seen in the graphic below.Yearly iPhone Lineup(Apple Store)There were a handful of reports in recent weeks and months that Apple may increase prices this year, primarily due to inflation. Lately, these rumors seemed to focus more on the Pro versions only, but it turns out we didn't get any true price increases. Apple is swapping the mini for the Plus, which is a positive for average selling prices, along with the 12 this year being more expensive than the 11 was last year. For those looking for some value, the base 13 mini and regular 13 have double the storage than their year earlier counterparts did last year at the same price.The key for Apple here in my opinion is that it is improving its effort to provide something for everyone. Look at what the company did with the Watch. It has its primary version of the device, a cheaper \"SE\" model, and now a premium Ultra model. This year, Apple has separated the Pro versions of the iPhone a bit more from their entry level counterparts, given the higher end models get the newest chipsets, yet they didn't get an added price boost. As some of the early analyst comments suggest, Apple delivered modest upgrades this year, so it didn't take advantage of the consumer by raising prices in a tough inflation environment.While it may not be as important as it used to be, the iPhone is still the dominant product line for Apple. In the first nine months of the current fiscal year, which ends later this month, sales of the smartphone represented more than 54.2% of the company's revenues. That's actually up a little over the prior year's first three quarters, as supply chain issues have pressured sales of other devices. As the graphic below shows, the iPhone has still shown some decent revenue growth over the longer term. The 2022 number below with an asterisk is my current estimate, and the key here is that the iPhone could be about to report its first $200 billion fiscal sales year.Fiscal Year iPhone Revenues(Company Filings)It was just a couple of weeks ago where Apple shares were north of $175 and the financial media was talking about a new all-time high potentially coming soon. However, the market has pulled back on fears that the Fed will need to continue its aggressiveness to slow down inflation. September is also the month where the Fed's maximum balance sheet runoff amount doubles. Thanks to the pullback, the average price target now represents decent upside for Apple shares, but this is a very tough environment to recommend going long almost any name.In the end, my key takeaway from Apple's event on Wednesday was that the company wants to deliver for everyone. The company broadened the Watch lineup by introducing a new Ultra model, while also providing further separation between the Pro and non-Pro models of the iPhone. While there were concerns that Apple could raise smartphone prices, it kept things mostly in check, other than the switch out of the mini for the new Plus model. The company certainly delivered the goods, so now investors will be watching to see how responsive the consumer is.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341117698,"gmtCreate":1617792872214,"gmtModify":1704703186689,"author":{"id":"3574904070407748","authorId":"3574904070407748","name":"OptionsGod","avatar":"https://static.tigerbbs.com/c7bf4b971d3ba344665a0965c2f67b3b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574904070407748","authorIdStr":"3574904070407748"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341117698","repostId":"1144895237","repostType":4,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}