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CherilynC
2021-03-09
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Is mixed reality the next frontier for Big Tech?
CherilynC
2021-03-09
BREAK $70
Oil Flirting With $70 Challenges World’s Economic Recovery
CherilynC
2021-02-25
It’s never too expensive
Sorry, the original content has been removed
CherilynC
2021-02-25
Agree
Is Dropbox Stock a Buy?
Go to Tiger App to see more news
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18:03","market":"us","language":"en","title":"Is mixed reality the next frontier for Big Tech?","url":"https://stock-news.laohu8.com/highlight/detail?id=1150649189","media":"seekingalpha","summary":"Withrecent datafrom Gartner showing smartphone sales dropping for the last two years, Big Tech is lo","content":"<p>Withrecent datafrom Gartner showing smartphone sales dropping for the last two years, Big Tech is looking around forthe next big thing. Some are pointing to the wide world of mixed reality, which brings together real world and digital elements. It also allows users to interact with and manipulate both physical and virtual items and environments, using next-generation sensing and imaging technologies.</p>\n<p><b><i>Flashback:</i></b> Back in 2007, Apple's Steve Jobs unveiled the iPhone. While it was not the first smartphone to hit the market (remember Blackberries?), it created a whole new way to interact with the devices via touch screens, \"pinching\" to zoom in or out, as well as an App Store. It eventually revolutionized the entire industry, replacing everything from digital cameras to GPS systems, and building entire app ecosystems.</p>\n<p>Notable Apple analyst Ming-Chi Kuo is now saying the tech giant willreleasea mixed reality headset in the middle of next year. It would be priced at around $1,000 and weigh as little as 100-200 grams (if Apple can solve some technical problems). Augmented reality glasses would follow by 2025, while the TF International Securities analyst thinks a \"contact lens type\" wearable will arrive between 2030 and 2040.</p>\n<p><b>Go deeper:</b> Facebook CEO Mark Zuckerbergsaidon Monday that by 2030, people could use advanced smart glasses to \"teleport\" to locations like other people's homes, or allow workers to \"basically teleport to work.\" The company plans to release a pair of smart glasses in partnership with Ray-Ban later this year, although they won't be \"full AR.\" Meanwhile, Microsoft's augmented reality headset, Hololens, is still a niche device at a cost of $3,500, while Alphabet started re-selling Google Glass last year for $999 through some of its hardware resellers.</p>\n<p>Last week, Microsoft debuted Mesh, a mixed-reality platform that allows individuals in different physical locations to participatein a shared holographic experience.</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>Is mixed reality the next frontier for Big Tech?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs mixed reality the next frontier for Big Tech?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 18:03 GMT+8 <a href=https://seekingalpha.com/news/3670553-is-mixed-reality-the-next-frontier-for-big-tech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Withrecent datafrom Gartner showing smartphone sales dropping for the last two years, Big Tech is looking around forthe next big thing. Some are pointing to the wide world of mixed reality, which ...</p>\n\n<a href=\"https://seekingalpha.com/news/3670553-is-mixed-reality-the-next-frontier-for-big-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","MSFT":"微软","GOOGL":"谷歌A","AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3670553-is-mixed-reality-the-next-frontier-for-big-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1150649189","content_text":"Withrecent datafrom Gartner showing smartphone sales dropping for the last two years, Big Tech is looking around forthe next big thing. Some are pointing to the wide world of mixed reality, which brings together real world and digital elements. It also allows users to interact with and manipulate both physical and virtual items and environments, using next-generation sensing and imaging technologies.\nFlashback: Back in 2007, Apple's Steve Jobs unveiled the iPhone. While it was not the first smartphone to hit the market (remember Blackberries?), it created a whole new way to interact with the devices via touch screens, \"pinching\" to zoom in or out, as well as an App Store. It eventually revolutionized the entire industry, replacing everything from digital cameras to GPS systems, and building entire app ecosystems.\nNotable Apple analyst Ming-Chi Kuo is now saying the tech giant willreleasea mixed reality headset in the middle of next year. It would be priced at around $1,000 and weigh as little as 100-200 grams (if Apple can solve some technical problems). Augmented reality glasses would follow by 2025, while the TF International Securities analyst thinks a \"contact lens type\" wearable will arrive between 2030 and 2040.\nGo deeper: Facebook CEO Mark Zuckerbergsaidon Monday that by 2030, people could use advanced smart glasses to \"teleport\" to locations like other people's homes, or allow workers to \"basically teleport to work.\" The company plans to release a pair of smart glasses in partnership with Ray-Ban later this year, although they won't be \"full AR.\" Meanwhile, Microsoft's augmented reality headset, Hololens, is still a niche device at a cost of $3,500, while Alphabet started re-selling Google Glass last year for $999 through some of its hardware resellers.\nLast week, Microsoft debuted Mesh, a mixed-reality platform that allows individuals in different physical locations to participatein a shared holographic experience.","news_type":1},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323015602,"gmtCreate":1615288531206,"gmtModify":1704780639789,"author":{"id":"3575517086746478","authorId":"3575517086746478","name":"CherilynC","avatar":"https://static.tigerbbs.com/9e05056a8c74c7cf8e845972d63e5b34","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575517086746478","authorIdStr":"3575517086746478"},"themes":[],"htmlText":"BREAK $70","listText":"BREAK $70","text":"BREAK $70","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323015602","repostId":"1172767345","repostType":4,"repost":{"id":"1172767345","pubTimestamp":1615288311,"share":"https://ttm.financial/m/news/1172767345?lang=&edition=fundamental","pubTime":"2021-03-09 19:11","market":"fut","language":"en","title":"Oil Flirting With $70 Challenges World’s Economic Recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=1172767345","media":"Bloomberg","summary":"Analysts raise price forecasts, warn of supply shortage risk\nOPEC+ retains supply curbs even as glob","content":"<ul>\n <li>Analysts raise price forecasts, warn of supply shortage risk</li>\n <li>OPEC+ retains supply curbs even as global growth accelerates</li>\n</ul>\n<p>The spike in oil prices has focused attention on how the steady rise in energy costs is threatening to create a drag on the global economic recovery and stoking fears of inflation.</p>\n<p>After surging more than 30% this year on coordinated supply constraints by major exporters and demand returning from the depths of Covid-19 crisis, a missile attack Sunday on a key Saudi Arabian export facility sent Brent crude, the international benchmark, above $70 a barrel for the first time since January 2020.</p>\n<p>While prices have since pulled back, the impact on inflation and the overall global recovery depends on how sustained the underlying rally proves to be.</p>\n<p><img src=\"https://static.tigerbbs.com/4a704759db0dd9d01e42f5acf180da79\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>Here’s a look at some of the factors at play:</p>\n<p><b>What does it mean for global growth?</b></p>\n<p>For economists, the cause of higher prices is what matters, rather than the price itself. Rising energy costs on the back of strong demand normally indicate robust and resilient growth, while a surge from crimped supply could weigh on a recovery.Morgan Stanley economists estimate that oil would need to average $85 a barrel for the global oil burden to rise above longer-term averages.</p>\n<p>“For context, the global oil burden last rose above its long-term average in 2005, but with the backdrop of strong global growth, economies were able to withstand the impact of higher oil prices until 2007, when global growth momentum was already weakening and yet oil prices shot up rapidly,” the bank’s economists wrote last week.</p>\n<p><b>What about inflation?</b></p>\n<p>The run-up in oil prices comes against the backdrop of a global inflation debate that has heated up over the past month. With spikes in bond yields, investors continue to test policy makers, including Federal Reserve Chairman Jerome Powell, on their insistence that inflation isn’t a threat this year, even with trillions of dollars of stimulus being pumped into the global economy.</p>\n<p>Oil and food costs are both bubbling, though as the two most volatile categories of consumer prices they’re easier for policy makers to look past as transitory. And while costs for homes and semiconductors also are on the rise, the prevailing trend worldwide is still one of damped price growth.</p>\n<p>“As good economists, we stand somewhere in the middle: The era of meager inflation seems to be over, but that doesn’t necessarily mean hyperinflation is around the corner,”INGglobal head of macro Carsten Brzeski said in a March 5 report.</p>\n<p><b>What does it mean for central banks?</b></p>\n<p>While energy is a prominent component of consumer-price gauges, policy makers often focus on core indexes that remove volatile components such as oil. If the run-up in prices proves to be substantial and sustained, those costs will filter through to transportation and utilities. That scenario would pressure central banks to rein in their support for the economy, though for now officials continue to stress that high unemployment will offset any inflation pressure.</p>\n<blockquote>\n What Bloomberg Economics Says...Emerging markets “with below-target inflation, stable price expectations, commodity-linked currencies or high real rates could look through the oil-driven price increases without tightening. Others will probably either raise rates (Brazil and Nigeria) or face a higher likelihood of delayed rate cuts (India, Mexico and Turkey) to stem the oil-fueled price gains.”\n</blockquote>\n<blockquote>\n --Ziad Daoud, chief Emerging Markets \n</blockquote>\n<p><b>Who wins from higher prices?</b></p>\n<p>Exporting nations -- including Saudi Arabia, Russia, Norway and Nigeria -- will enjoy a boost to corporate and government revenues that will help repair budgets and improve current-account positions, allowing them to increase spending to drive the recovery. Emerging economies dominate the list of oil producers, which is why they’re affected more than developed ones.</p>\n<p><b>Who loses?</b></p>\n<p>Consuming nations will bear the cost of pricier energy, potentially fanning inflation and hurting their recoveries. Those emerging economies that rely on imported energy could see their current-account positions and fiscal deficits come under pressure. That could trigger capital outflows and weaker currencies, laying the groundwork for inflation and potentially forcing governments and central banks to consider raising interest rates despite slow growth. That includes Turkey, Ukraine and India. As the world’s biggest oil importer, China is also vulnerable to higher prices.</p>\n<p><b>What’s OPEC’s role in the latest price run-up?</b></p>\n<p>The Organization of Petroleum Exporting Countries and allies including Russia delivered a shock decision last week to continue with output cuts that have buoyed the market. Saudi Arabia also raised pricing for next month’s shipments to the U.S. and Asia, signaling it sees demand holding up despite the cost increases. The bullish producer policies come even as Brent easily passed $60 a barrel last month, roughly the annual average level needed for the cartel’s largest producers to balance their budgets this year.</p>\n<p><b>What about geopolitics?</b></p>\n<p>Despite a surge in U.S. output, the price of oil remains tightly linked to fragile geopolitical relationships in the Middle East, which is home to most of the world’s major exporters.</p>\n<p>The responsibility for Sunday’s attack was claimed by Houthi fighters in Yemen, who are backed by Iran, and comes as the Biden administration has started to revise U.S. relationships in the region.</p>\n<p>The U.S. recently rescinded a terrorist designation for the Houthis, and released a report that concluded Saudi crown prince Mohammed bin Salman approved the 2018 murder of journalist Jamal Khashoggi. The U.S. defense chief said Sunday that relations with Saudi Arabia are likely to be “good” but “different.”</p>","source":"lsy1584095487587","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>Oil Flirting With $70 Challenges World’s Economic Recovery</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOil Flirting With $70 Challenges World’s Economic Recovery\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 19:11 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-03-09/oil-flirting-with-70-challenges-world-s-economic-recovery><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts raise price forecasts, warn of supply shortage risk\nOPEC+ retains supply curbs even as global growth accelerates\n\nThe spike in oil prices has focused attention on how the steady rise in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-03-09/oil-flirting-with-70-challenges-world-s-economic-recovery\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2021-03-09/oil-flirting-with-70-challenges-world-s-economic-recovery","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172767345","content_text":"Analysts raise price forecasts, warn of supply shortage risk\nOPEC+ retains supply curbs even as global growth accelerates\n\nThe spike in oil prices has focused attention on how the steady rise in energy costs is threatening to create a drag on the global economic recovery and stoking fears of inflation.\nAfter surging more than 30% this year on coordinated supply constraints by major exporters and demand returning from the depths of Covid-19 crisis, a missile attack Sunday on a key Saudi Arabian export facility sent Brent crude, the international benchmark, above $70 a barrel for the first time since January 2020.\nWhile prices have since pulled back, the impact on inflation and the overall global recovery depends on how sustained the underlying rally proves to be.\n\nHere’s a look at some of the factors at play:\nWhat does it mean for global growth?\nFor economists, the cause of higher prices is what matters, rather than the price itself. Rising energy costs on the back of strong demand normally indicate robust and resilient growth, while a surge from crimped supply could weigh on a recovery.Morgan Stanley economists estimate that oil would need to average $85 a barrel for the global oil burden to rise above longer-term averages.\n“For context, the global oil burden last rose above its long-term average in 2005, but with the backdrop of strong global growth, economies were able to withstand the impact of higher oil prices until 2007, when global growth momentum was already weakening and yet oil prices shot up rapidly,” the bank’s economists wrote last week.\nWhat about inflation?\nThe run-up in oil prices comes against the backdrop of a global inflation debate that has heated up over the past month. With spikes in bond yields, investors continue to test policy makers, including Federal Reserve Chairman Jerome Powell, on their insistence that inflation isn’t a threat this year, even with trillions of dollars of stimulus being pumped into the global economy.\nOil and food costs are both bubbling, though as the two most volatile categories of consumer prices they’re easier for policy makers to look past as transitory. And while costs for homes and semiconductors also are on the rise, the prevailing trend worldwide is still one of damped price growth.\n“As good economists, we stand somewhere in the middle: The era of meager inflation seems to be over, but that doesn’t necessarily mean hyperinflation is around the corner,”INGglobal head of macro Carsten Brzeski said in a March 5 report.\nWhat does it mean for central banks?\nWhile energy is a prominent component of consumer-price gauges, policy makers often focus on core indexes that remove volatile components such as oil. If the run-up in prices proves to be substantial and sustained, those costs will filter through to transportation and utilities. That scenario would pressure central banks to rein in their support for the economy, though for now officials continue to stress that high unemployment will offset any inflation pressure.\n\n What Bloomberg Economics Says...Emerging markets “with below-target inflation, stable price expectations, commodity-linked currencies or high real rates could look through the oil-driven price increases without tightening. Others will probably either raise rates (Brazil and Nigeria) or face a higher likelihood of delayed rate cuts (India, Mexico and Turkey) to stem the oil-fueled price gains.”\n\n\n --Ziad Daoud, chief Emerging Markets \n\nWho wins from higher prices?\nExporting nations -- including Saudi Arabia, Russia, Norway and Nigeria -- will enjoy a boost to corporate and government revenues that will help repair budgets and improve current-account positions, allowing them to increase spending to drive the recovery. Emerging economies dominate the list of oil producers, which is why they’re affected more than developed ones.\nWho loses?\nConsuming nations will bear the cost of pricier energy, potentially fanning inflation and hurting their recoveries. Those emerging economies that rely on imported energy could see their current-account positions and fiscal deficits come under pressure. That could trigger capital outflows and weaker currencies, laying the groundwork for inflation and potentially forcing governments and central banks to consider raising interest rates despite slow growth. That includes Turkey, Ukraine and India. As the world’s biggest oil importer, China is also vulnerable to higher prices.\nWhat’s OPEC’s role in the latest price run-up?\nThe Organization of Petroleum Exporting Countries and allies including Russia delivered a shock decision last week to continue with output cuts that have buoyed the market. Saudi Arabia also raised pricing for next month’s shipments to the U.S. and Asia, signaling it sees demand holding up despite the cost increases. The bullish producer policies come even as Brent easily passed $60 a barrel last month, roughly the annual average level needed for the cartel’s largest producers to balance their budgets this year.\nWhat about geopolitics?\nDespite a surge in U.S. output, the price of oil remains tightly linked to fragile geopolitical relationships in the Middle East, which is home to most of the world’s major exporters.\nThe responsibility for Sunday’s attack was claimed by Houthi fighters in Yemen, who are backed by Iran, and comes as the Biden administration has started to revise U.S. relationships in the region.\nThe U.S. recently rescinded a terrorist designation for the Houthis, and released a report that concluded Saudi crown prince Mohammed bin Salman approved the 2018 murder of journalist Jamal Khashoggi. The U.S. defense chief said Sunday that relations with Saudi Arabia are likely to be “good” but “different.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361261010,"gmtCreate":1614239899630,"gmtModify":1704890035250,"author":{"id":"3575517086746478","authorId":"3575517086746478","name":"CherilynC","avatar":"https://static.tigerbbs.com/9e05056a8c74c7cf8e845972d63e5b34","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575517086746478","authorIdStr":"3575517086746478"},"themes":[],"htmlText":"It’s never too expensive","listText":"It’s never too expensive","text":"It’s never too expensive","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361261010","repostId":"1122955763","repostType":4,"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361269811,"gmtCreate":1614239813833,"gmtModify":1704890032659,"author":{"id":"3575517086746478","authorId":"3575517086746478","name":"CherilynC","avatar":"https://static.tigerbbs.com/9e05056a8c74c7cf8e845972d63e5b34","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575517086746478","authorIdStr":"3575517086746478"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361269811","repostId":"2113367475","repostType":4,"repost":{"id":"2113367475","pubTimestamp":1614238434,"share":"https://ttm.financial/m/news/2113367475?lang=&edition=fundamental","pubTime":"2021-02-25 15:33","market":"us","language":"en","title":"Is Dropbox Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2113367475","media":"Leo Sun","summary":"The cloud storage provider still faces an uphill battle in 2021.","content":"<p><b>Dropbox</b>'s (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.</p>\n<p>Its adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?</p>\n<p>Let's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.</p>\n<p><b>How does Dropbox make money?</b></p>\n<p>Dropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.</p>\n<p><img src=\"https://static.tigerbbs.com/9c94cda2768b544bdd620c1e61c47ae7\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Box</b> (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.</p>\n<p>Dropbox and Box both face intense competition from tech giants like<b>Microsoft</b> (NASDAQ:MSFT),<b>Alphabet</b>'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, and<b>Amazon</b>(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.</p>\n<p><b>The key growth rates</b></p>\n<p>Dropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately held<b>Egynte</b>, and Box.</p>\n<p>However, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.</p>\n<p><img src=\"https://static.tigerbbs.com/2ddc13f2fc431235d2414446686640c4\" tg-width=\"1157\" tg-height=\"286\" referrerpolicy=\"no-referrer\"></p>\n<p>On the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.</p>\n<p><img src=\"https://static.tigerbbs.com/aeb45fd326272095fcdcf2cd6dd239dc\" tg-width=\"1158\" tg-height=\"372\"></p>\n<p>Dropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.</p>\n<p>It noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.</p>\n<p><b>The main weaknesses</b></p>\n<p>Dropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.</p>\n<p><img src=\"https://static.tigerbbs.com/b9ab2901d555fcdbb4b387c551f2d64c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>In other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.</p>\n<p>Second, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.</p>\n<p>Dropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.</p>\n<p>Lastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.</p>\n<p>However, Dropbox's number of outstanding shares actually<i> increased</i> nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.</p>\n<p><b>Is Dropbox worth buying?</b></p>\n<p>Dropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Dropbox Stock a 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\">\nIs Dropbox Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:33 GMT+8 <a href=https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/><strong>Leo Sun</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates...</p>\n\n<a href=\"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBX":"Dropbox Inc."},"source_url":"https://www.fool.com/investing/2021/02/24/is-dropbox-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113367475","content_text":"Dropbox's (NASDAQ:DBX) stock price recently dipped after the cloud storage service provider posted its fourth-quarter earnings. Its revenue rose 13% year over year to $504.1 million, beating estimates by $5.4 million.\nIts adjusted net income jumped 75% to $117.9 million, or $0.28 per share, which also cleared expectations by four cents. Those growth rates look solid, so why weren't investors more impressed?\nLet's dig deeper into Dropbox's strengths and weaknesses to see if it's still worth buying.\nHow does Dropbox make money?\nDropbox operates a freemium model, which grants paid users more storage and additional features. It offers 2GB of storage for free users, and individuals who pay $9.99 per month get 2TB of storage. A new family plan splits 2TB between six users for $16.99 a month, while its enterprise plans start at $12.50.\n\nBox (NYSE:BOX), its smaller competitor, provides 10GB of free storage, but users who pay $10 a month only get 100GB of storage. However, Box's enterprise plans start at just $5 a month.\nDropbox and Box both face intense competition from tech giants likeMicrosoft (NASDAQ:MSFT),Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, andAmazon(NASDAQ:AMZN), which can all afford to offer similar services at lower prices.\nThe key growth rates\nDropbox believes it can continue to attract new individuals and businesses that don't want to be tethered to those big tech giants. After all, it still ranks second in the cloud storage market after Google Drive, according to Datanyze, followed by Microsoft, privately heldEgynte, and Box.\nHowever, Dropbox's revenue only rose 15% in fiscal 2020, compared to its 19% growth in 2019 and 26% growth in 2018. Its growth in paid users also decelerated over the past year.\n\nOn the bright side, Dropbox's ARPPU (average revenue per paying user) continued climbing, and its gross and operating margins expanded.\n\nDropbox attributed its stable ARPPU growth to the growing adoption of its family plan, which was launched in late 2020; new features like Vault, which adds an additional layer of security for sensitive documents; and its integration of the electronic document signing service HelloSign in 2019.\nIt noted the more efficient usage of its infrastructure hardware lifted its gross margins over the past year. Meanwhile, a shift to remote work and a delayed brand campaign during the pandemic reduced its R&D and marketing costs, respectively, and boosted its operating margins.\nThe main weaknesses\nDropbox's core business looks stable, but there are three glaring problems. First, it expects its revenue to rise just 11% year over year in the first quarter of 2021, and a mere 9%-11% for the full year.\n\nIn other words, Dropbox's slowdown will continue as the cloud storage market matures and the top platforms lose their pricing power. Google, Microsoft, and Amazon can afford to operate their cloud storage platforms at losses to tether more users to their other cloud services, but Dropbox and Box can't.\nSecond, Dropbox has remained unprofitable by GAAP measures ever since its IPO in 2018. It posted a net loss of $256.3 million in fiscal 2020, compared to a loss of $57.2 million in 2019, mainly due to non-recurring real estate impairment charges in the fourth quarter.\nDropbox should post a narrower loss in 2021, but its high stock-based compensation expenses -- which gobbled up 14% of its revenue in 2020 -- should prevent it from turning profitable anytime soon.\nLastly, Dropbox is constantly buying back its own shares, which is an odd strategy for an unprofitable tech company that should be focused on growth. It authorized a $600 million buyback program in early 2020, repurchased nearly $400 million in shares throughout the year, and plans to exhaust the program in the first quarter of 2021. It plans to follow up that program with another $1 billion buyback plan.\nHowever, Dropbox's number of outstanding shares actually increased nearly 1% in 2020. In short, it's merely repurchasing its own shares to offset the dilution from its own stock bonuses.\nIs Dropbox worth buying?\nDropbox's stock looks cheap at 16 times forward earnings and less than five times this year's sales. But it's cheap because investors expect its growth to decelerate, and for its GAAP earnings to remain in the red. Dropbox's valuations should limit its downside potential, and it might still be an appealing takeover target -- but it's just not a compelling investment when other tech stocks offer much stronger growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":323015602,"gmtCreate":1615288531206,"gmtModify":1704780639789,"author":{"id":"3575517086746478","authorId":"3575517086746478","name":"CherilynC","avatar":"https://static.tigerbbs.com/9e05056a8c74c7cf8e845972d63e5b34","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575517086746478","authorIdStr":"3575517086746478"},"themes":[],"htmlText":"BREAK $70","listText":"BREAK $70","text":"BREAK $70","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323015602","repostId":"1172767345","repostType":4,"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323015753,"gmtCreate":1615288561172,"gmtModify":1704780639950,"author":{"id":"3575517086746478","authorId":"3575517086746478","name":"CherilynC","avatar":"https://static.tigerbbs.com/9e05056a8c74c7cf8e845972d63e5b34","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575517086746478","authorIdStr":"3575517086746478"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/323015753","repostId":"1150649189","repostType":4,"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361261010,"gmtCreate":1614239899630,"gmtModify":1704890035250,"author":{"id":"3575517086746478","authorId":"3575517086746478","name":"CherilynC","avatar":"https://static.tigerbbs.com/9e05056a8c74c7cf8e845972d63e5b34","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575517086746478","authorIdStr":"3575517086746478"},"themes":[],"htmlText":"It’s never too expensive","listText":"It’s never too expensive","text":"It’s never too expensive","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361261010","repostId":"1122955763","repostType":4,"repost":{"id":"1122955763","pubTimestamp":1614237149,"share":"https://ttm.financial/m/news/1122955763?lang=&edition=fundamental","pubTime":"2021-02-25 15:12","market":"us","language":"en","title":"This Marijuana Stock Is Now ‘Too Expensive,’ Analyst Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122955763","media":"Barrons","summary":"Canopy Growth shares were rising on Wednesday, along with its Canadian cannabis peers. An analyst at","content":"<p>Canopy Growth shares were rising on Wednesday, along with its Canadian cannabis peers. An analyst at Jefferies says the stock is now “too expensive.”</p>\n<p>Owen Bennett lowered his rating on Canopy stock (ticker: CGC) to Underperform from Hold, though he upped his price target to $23.03 from $21.10. He argues the stock’s valuation, relative to peers, is deservedly higher due to its opportunities to enter the U.S. market when it’s legal to do so. Yet he argues investors shouldn’t play U.S. legalization with the stock at these levels.</p>\n<p>As Barron’s note dearlier this month, popular U.S. growers includeCuraleaf Holdings(CURLF),Trulieve Cannabis(TCNNF),Green Thumb Industries(GTBIF), and Cresco Labs(CRLBF).</p>\n<p>Given that Canopy and the U.S. grower it has a contingent deal to acquire, Acreage Holdings, are losing money, Bennett sees other U.S. growers with superior fundamental outlooks. Meanwhile, he says, the Canadian market is still in a period of transition following industrywide missteps in the rollout of legal cannabis. While he sees some encouraging signs, he argues it is still too early to turn bullish on that market.</p>\n<p>Bennett also maintained an Underperform rating onAurora Cannabisshares (ACB) in a note on Wednesday, though he raised his price target to $7.49 from $3.58. He said the company’s second-quarter results, reported earlier this month, “only reinforced our concerns on its underlying business.”</p>\n<p>“First, Canadian sales pressures were more pronounced than we had assumed, with little improvement on the margin profile,” Bennett wrote. “Second, given the near-term debt overhang and its high cash burn rate, we raise questions marks on whether Aurora’s balance sheet is strong enough to support a potential US push.”</p>\n<p>The downgrade hasn’t scared investors away, at least not yet. Canopy stock was up 0.8%, at $35.6, in recent trading. Aurora stock was up 3.8%, at $11.64.ETFMG Alternative Harvest(MJ), a cannabis-focused exchange-traded fund, was up 4.4%, while the S&P 500 was up 1.1%.</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>This Marijuana Stock Is Now ‘Too Expensive,’ 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\">\nThis Marijuana Stock Is Now ‘Too Expensive,’ Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 15:12 GMT+8 <a href=https://www.barrons.com/articles/this-cannabis-stock-is-now-too-expensive-analyst-says-51614198173?mod=hp_DAY_9><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Canopy Growth shares were rising on Wednesday, along with its Canadian cannabis peers. An analyst at Jefferies says the stock is now “too expensive.”\nOwen Bennett lowered his rating on Canopy stock (...</p>\n\n<a href=\"https://www.barrons.com/articles/this-cannabis-stock-is-now-too-expensive-analyst-says-51614198173?mod=hp_DAY_9\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APHA":"Aphria Inc.","ACB":"奥罗拉大麻公司","SNDL":"SNDL Inc.","CGC":"Canopy Growth Corporation","CRON":"Cronos Group Inc.","MJ":"Amplify Alternative Harvest ETF"},"source_url":"https://www.barrons.com/articles/this-cannabis-stock-is-now-too-expensive-analyst-says-51614198173?mod=hp_DAY_9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122955763","content_text":"Canopy Growth shares were rising on Wednesday, along with its Canadian cannabis peers. An analyst at Jefferies says the stock is now “too expensive.”\nOwen Bennett lowered his rating on Canopy stock (ticker: CGC) to Underperform from Hold, though he upped his price target to $23.03 from $21.10. He argues the stock’s valuation, relative to peers, is deservedly higher due to its opportunities to enter the U.S. market when it’s legal to do so. Yet he argues investors shouldn’t play U.S. legalization with the stock at these levels.\nAs Barron’s note dearlier this month, popular U.S. growers includeCuraleaf Holdings(CURLF),Trulieve Cannabis(TCNNF),Green Thumb Industries(GTBIF), and Cresco Labs(CRLBF).\nGiven that Canopy and the U.S. grower it has a contingent deal to acquire, Acreage Holdings, are losing money, Bennett sees other U.S. growers with superior fundamental outlooks. Meanwhile, he says, the Canadian market is still in a period of transition following industrywide missteps in the rollout of legal cannabis. While he sees some encouraging signs, he argues it is still too early to turn bullish on that market.\nBennett also maintained an Underperform rating onAurora Cannabisshares (ACB) in a note on Wednesday, though he raised his price target to $7.49 from $3.58. He said the company’s second-quarter results, reported earlier this month, “only reinforced our concerns on its underlying business.”\n“First, Canadian sales pressures were more pronounced than we had assumed, with little improvement on the margin profile,” Bennett wrote. “Second, given the near-term debt overhang and its high cash burn rate, we raise questions marks on whether Aurora’s balance sheet is strong enough to support a potential US push.”\nThe downgrade hasn’t scared investors away, at least not yet. Canopy stock was up 0.8%, at $35.6, in recent trading. Aurora stock was up 3.8%, at $11.64.ETFMG Alternative Harvest(MJ), a cannabis-focused exchange-traded fund, was up 4.4%, while the S&P 500 was up 1.1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361269811,"gmtCreate":1614239813833,"gmtModify":1704890032659,"author":{"id":"3575517086746478","authorId":"3575517086746478","name":"CherilynC","avatar":"https://static.tigerbbs.com/9e05056a8c74c7cf8e845972d63e5b34","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575517086746478","authorIdStr":"3575517086746478"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361269811","repostId":"2113367475","repostType":4,"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}