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2023-10-02

This article deep value

Sorry, the original content has been removed

2023-09-19

You cannot grab the sea

Better Growth Stock: Sea Limited vs. Grab Holdings

2023-08-24

Phew

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Bull on the sea

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The cliff hanger for free readers....

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Everybody writing K, it should be T for Tesla

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For real time game software, Unreal has always been the better option, especially with UE5 it's been growing in reach. The only prob is that it's not a public company

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Waiting for the apple drop like Isaac Newton

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Snow season

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Alphabet and the captial T

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Big Bear, small Bull trap

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2022-06-27

Just yesterday I read recommendations for Amazon, Disney and Ford. This is confusing

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Motely always recommend the same kind of stock

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Nio to the moooon

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Just finished another Motely Fool article that said to sell Chevron lol?

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Let it snow

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Majulah singapura

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Vroom vroom

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Never knew this was a thing

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Go to Tiger App to see more news

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article deep value","listText":"This article deep value","text":"This article deep value","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/226298430287992","repostId":"2371676880","repostType":2,"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221550516986112,"gmtCreate":1695120616194,"gmtModify":1695120620342,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"You cannot grab the sea","listText":"You cannot grab the sea","text":"You cannot grab the sea","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221550516986112","repostId":"2367679393","repostType":2,"repost":{"id":"2367679393","pubTimestamp":1694914200,"share":"https://www.laohu8.com/m/news/2367679393?lang=&edition=full","pubTime":"2023-09-17 09:30","market":"sg","language":"en","title":"Better Growth Stock: Sea Limited vs. Grab Holdings","url":"https://stock-news.laohu8.com/highlight/detail?id=2367679393","media":"Motley Fool","summary":"Which of these Southeast Asian tech giants is the better buy?","content":"<html><head></head><body><h2 id=\"id_496429749\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p>Sea’s e-commerce and gaming businesses face existential challenges.</p></li><li><p>Grab continues to dominate the region’s mobility and delivery markets.</p></li><li><p>One of these tech leaders has a much brighter future.</p></li></ul><p><strong>Sea Limited</strong> and <strong>Grab</strong> are two of the biggest tech companies in Southeast Asia. Sea owns Shopee, the largest e-commerce marketplace in Southeast Asia and Taiwan, and the video game publisher Garena. Grab, which acquired <strong>Uber Technologies</strong>&#39; Southeast Asian business in 2018, is the region&#39;s largest mobility and delivery services provider. Both companies integrate their own digital payment services -- SeaMoney and GrabPay -- into their mobile apps.</p><p>But over the past 12 months, Sea&#39;s stock price fell 38% while Grab&#39;s stock rose 14%. Let&#39;s see why the e-commerce and gaming leader underperformed the mobility leader -- and if it will remain the weaker investment for the foreseeable future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7b111b4eb6e7a88bc0d73392e9a5995\" alt=\"The Singapore skyline. Image source: Getty Images.\" title=\"The Singapore skyline. Image source: Getty Images.\" tg-width=\"700\" tg-height=\"465\"/><span>The Singapore skyline. Image source: Getty Images.</span></p><h2 id=\"id_3720293121\">Sea faces an existential crisis</h2><p>Sea&#39;s revenue surged 101% in 2020 and 128% in 2021. Shopee&#39;s sales soared as more people shopped online throughout the pandemic, while Garena&#39;s <em>Free Fire</em> became the world&#39;s most downloaded battle royale game for mobile devices. But in 2022, its revenue only grew 25% as both businesses faced tough post-pandemic slowdowns.</p><p>Shopee struggled with fierce competition from <strong>Alibaba</strong>&#39;s Lazada across Southeast Asia, and the macroeconomic headwinds drove it to shut down several of its overseas marketplaces in Latin America, India, and Europe. Garena&#39;s <em>Free Fire</em> lost a lot of its paying users as the pandemic passed, and that slowdown was exacerbated by an unexpected ban in India -- its fastest-growing market -- which lasted from February 2022 to August 2023.</p><p>In 2022, Garena&#39;s bookings plunged 39%, and its revenue fell 9%. That slowdown partly offset Shopee&#39;s 18% growth in gross merchandise volume (GMV) and 42% revenue growth. Garena&#39;s slowdown forced Sea to aggressively cut costs over the past year since it previously subsidized the expansion of its unprofitable Shopee and SeaMoney divisions with <em>Free Fire&#39;</em>s profits.</p><p>Analysts expect Sea&#39;s revenue to rise less than 4% in 2023, but they also expect it to turn profitable for the first time since its IPO. Yet reining in its spending could narrow Shopee&#39;s moat by reducing its promotions and subsidies while delaying Garena&#39;s development of new games to succeed<em> Free Fire</em>. Sea&#39;s stock might seem cheap at less than 2 times this year&#39;s sales, but its high-growth days are likely over, and both of its core businesses could face existential challenges. </p><h2 id=\"id_2613667695\">Grab&#39;s near-term prospects look brighter</h2><p>In 2021, Grab&#39;s first year as a public company, its revenue rose 44% as its GMV grew 29%. In 2022, its revenue and GMV grew another 112% and 24%, respectively.</p><p>That growth was driven by the robust growth of both its mobility and delivery segments, which grew their GMV by 47% and 15%, respectively, for the full year. Its financial services GMV also rose 27% as it expanded its online lending business.</p><p>For 2023, Grab expects its revenue to rise 54% to 61%. It&#39;s still deeply unprofitable because it relies heavily on loss-leading incentives to gain new businesses and consumers, but it&#39;s been reducing those incentives throughout the first half of the year. As a result, it expects to narrow its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) loss from $793 million in 2022 to just $30 to $40 million in 2023.</p><p>Just like Uber, economies of scale are finally kicking in at Grab, which consistently dominates the mobility and food delivery markets across Southeast Asia with its 35 million monthly transacting users (MTUs). And unlike Sea, Grab&#39;s more disciplined spending doesn&#39;t coincide with a significant slowdown in its sales growth. But looking ahead, Grab might face new regulatory headwinds in Singapore, where the Land Transport Authority (LTA) recently launched a review of the ride-hailing industry.</p><p>At 6 times this year&#39;s sales, Grab&#39;s stock might seem a bit pricier than Sea&#39;s. Yet that price-to-sales ratio seems reasonable relative to its growth rates, and it doesn&#39;t face as many competitive challenges as the e-commerce and gaming leader.</p><h2 id=\"id_3444823829\">The better buy: Grab</h2><p>I once considered Sea to be a top long-term play on the economic growth of Southeast Asia, but Shopee and Garena&#39;s recent troubles are forcing me to reconsider that thesis.</p><p>Meanwhile, Grab might face some near-term regulatory challenges, but it&#39;s proven that it has plenty of staying power and remains far ahead of its closest mobility and delivery competitors. Its robust revenue growth and narrowing losses also make it a more promising investment than Sea -- which desperately needs to find fresh ways to grow its sales again.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Growth Stock: Sea Limited vs. Grab Holdings</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\">\nBetter Growth Stock: Sea Limited vs. Grab Holdings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-17 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/16/better-growth-stock-sea-limited-vs-grab-holdings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSSea’s e-commerce and gaming businesses face existential challenges.Grab continues to dominate the region’s mobility and delivery markets.One of these tech leaders has a much brighter future....</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/16/better-growth-stock-sea-limited-vs-grab-holdings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4230":"旅客陆运","SG9999013478.USD":"利安新加坡股息基金","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4505":"高瓴资本持仓","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4548":"巴美列捷福持仓","SG9999001135.SGD":"United ASEAN Fund SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4554":"元宇宙及AR概念","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4551":"寇图资本持仓","SG9999015978.USD":"利安颠覆性创新基金A","BK4585":"ETF&股票定投概念","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","SE":"Sea Ltd","BK4566":"资本集团","BK4536":"外卖概念","BK4535":"淡马锡持仓","SG9999002406.SGD":"利安新加坡信托基金","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","SG9999014906.USD":"大华全球优质成长基金Acc USD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4588":"碎股","BK4550":"红杉资本持仓","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","GRAB":"Grab Holdings","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","BK4022":"陆运"},"source_url":"https://www.fool.com/investing/2023/09/16/better-growth-stock-sea-limited-vs-grab-holdings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2367679393","content_text":"KEY POINTSSea’s e-commerce and gaming businesses face existential challenges.Grab continues to dominate the region’s mobility and delivery markets.One of these tech leaders has a much brighter future.Sea Limited and Grab are two of the biggest tech companies in Southeast Asia. Sea owns Shopee, the largest e-commerce marketplace in Southeast Asia and Taiwan, and the video game publisher Garena. Grab, which acquired Uber Technologies' Southeast Asian business in 2018, is the region's largest mobility and delivery services provider. Both companies integrate their own digital payment services -- SeaMoney and GrabPay -- into their mobile apps.But over the past 12 months, Sea's stock price fell 38% while Grab's stock rose 14%. Let's see why the e-commerce and gaming leader underperformed the mobility leader -- and if it will remain the weaker investment for the foreseeable future.The Singapore skyline. Image source: Getty Images.Sea faces an existential crisisSea's revenue surged 101% in 2020 and 128% in 2021. Shopee's sales soared as more people shopped online throughout the pandemic, while Garena's Free Fire became the world's most downloaded battle royale game for mobile devices. But in 2022, its revenue only grew 25% as both businesses faced tough post-pandemic slowdowns.Shopee struggled with fierce competition from Alibaba's Lazada across Southeast Asia, and the macroeconomic headwinds drove it to shut down several of its overseas marketplaces in Latin America, India, and Europe. Garena's Free Fire lost a lot of its paying users as the pandemic passed, and that slowdown was exacerbated by an unexpected ban in India -- its fastest-growing market -- which lasted from February 2022 to August 2023.In 2022, Garena's bookings plunged 39%, and its revenue fell 9%. That slowdown partly offset Shopee's 18% growth in gross merchandise volume (GMV) and 42% revenue growth. Garena's slowdown forced Sea to aggressively cut costs over the past year since it previously subsidized the expansion of its unprofitable Shopee and SeaMoney divisions with Free Fire's profits.Analysts expect Sea's revenue to rise less than 4% in 2023, but they also expect it to turn profitable for the first time since its IPO. Yet reining in its spending could narrow Shopee's moat by reducing its promotions and subsidies while delaying Garena's development of new games to succeed Free Fire. Sea's stock might seem cheap at less than 2 times this year's sales, but its high-growth days are likely over, and both of its core businesses could face existential challenges. Grab's near-term prospects look brighterIn 2021, Grab's first year as a public company, its revenue rose 44% as its GMV grew 29%. In 2022, its revenue and GMV grew another 112% and 24%, respectively.That growth was driven by the robust growth of both its mobility and delivery segments, which grew their GMV by 47% and 15%, respectively, for the full year. Its financial services GMV also rose 27% as it expanded its online lending business.For 2023, Grab expects its revenue to rise 54% to 61%. It's still deeply unprofitable because it relies heavily on loss-leading incentives to gain new businesses and consumers, but it's been reducing those incentives throughout the first half of the year. As a result, it expects to narrow its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) loss from $793 million in 2022 to just $30 to $40 million in 2023.Just like Uber, economies of scale are finally kicking in at Grab, which consistently dominates the mobility and food delivery markets across Southeast Asia with its 35 million monthly transacting users (MTUs). And unlike Sea, Grab's more disciplined spending doesn't coincide with a significant slowdown in its sales growth. But looking ahead, Grab might face new regulatory headwinds in Singapore, where the Land Transport Authority (LTA) recently launched a review of the ride-hailing industry.At 6 times this year's sales, Grab's stock might seem a bit pricier than Sea's. Yet that price-to-sales ratio seems reasonable relative to its growth rates, and it doesn't face as many competitive challenges as the e-commerce and gaming leader.The better buy: GrabI once considered Sea to be a top long-term play on the economic growth of Southeast Asia, but Shopee and Garena's recent troubles are forcing me to reconsider that thesis.Meanwhile, Grab might face some near-term regulatory challenges, but it's proven that it has plenty of staying power and remains far ahead of its closest mobility and delivery competitors. Its robust revenue growth and narrowing losses also make it a more promising investment than Sea -- which desperately needs to find fresh ways to grow its sales again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212355342672096,"gmtCreate":1692877032521,"gmtModify":1692877036976,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Phew","listText":"Phew","text":"Phew","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212355342672096","repostId":"2361606688","repostType":2,"repost":{"id":"2361606688","pubTimestamp":1692833623,"share":"https://www.laohu8.com/m/news/2361606688?lang=&edition=full","pubTime":"2023-08-24 07:33","market":"us","language":"en","title":"Snowflake Beats Quarterly Estimates on Strong Demand for Data Management Services","url":"https://stock-news.laohu8.com/highlight/detail?id=2361606688","media":"StreetInsider","summary":"Cloud data analytics company $Snowflake(SNOW)$ beat second-quarter revenue and profit estimates on Wednesday, boosted by rising data management and storage needs of businesses amid a surge in the use ","content":"<html><head></head><body><p>Cloud data analytics company <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> beat second-quarter revenue and profit estimates on Wednesday, boosted by rising data management and storage needs of businesses amid a surge in the use of generative artificial intelligence.</p><p>Shares of the company rose more than 3% in trading after the bell.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbf213907eb2f67e260d1e83a1c424d8\" tg-width=\"598\" tg-height=\"607\"/></p><p>Enterprises are increasingly moving their data and infrastructure to the cloud to improve efficiency, helping cloud-related services companies.</p><p>Snowflake offers products and services that clients can use to store, process and consolidate data that helps in producing business insights.</p><p>The Bozeman, Montana-based company&#39;s revenue rose about 36% to $674 million for the quarter ended July 31, above analysts&#39; average estimate of $662.2 million, according to Refinitiv data.</p><p>Excluding items, the second-quarter adjusted profit per share was 22 cents, compared with analysts&#39; average estimate of 10 cents.</p><p>Snowflake&#39;s second-quarter product revenue rose 37% to $640.2 million, above market estimates of $623 million.</p><p>Snowflake is well-positioned to enable the growing interest in artificial intelligence or machine learning, CEO Frank Slootman said, adding that enterprises &#34;cannot have an AI strategy without a data strategy&#34;.</p><p>The company forecast third-quarter product revenue in the range of $670 million to $675 million, compared with analysts&#39; average estimate of $670.8 million, according to Refinitiv data.</p><p>Snowflake had announced a partnership in June with chip company Nvidia to allow customers ranging from financial institutions to healthcare and retail to build AI models using their own data.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Snowflake Beats Quarterly Estimates on Strong Demand for Data Management Services</title>\n<style 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}\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\">\nSnowflake Beats Quarterly Estimates on Strong Demand for Data Management Services\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-24 07:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=22081840><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud data analytics company Snowflake beat second-quarter revenue and profit estimates on Wednesday, boosted by rising data management and storage needs of businesses amid a surge in the use of ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=22081840\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://www.streetinsider.com/dr/news.php?id=22081840","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2361606688","content_text":"Cloud data analytics company Snowflake beat second-quarter revenue and profit estimates on Wednesday, boosted by rising data management and storage needs of businesses amid a surge in the use of generative artificial intelligence.Shares of the company rose more than 3% in trading after the bell.Enterprises are increasingly moving their data and infrastructure to the cloud to improve efficiency, helping cloud-related services companies.Snowflake offers products and services that clients can use to store, process and consolidate data that helps in producing business insights.The Bozeman, Montana-based company's revenue rose about 36% to $674 million for the quarter ended July 31, above analysts' average estimate of $662.2 million, according to Refinitiv data.Excluding items, the second-quarter adjusted profit per share was 22 cents, compared with analysts' average estimate of 10 cents.Snowflake's second-quarter product revenue rose 37% to $640.2 million, above market estimates of $623 million.Snowflake is well-positioned to enable the growing interest in artificial intelligence or machine learning, CEO Frank Slootman said, adding that enterprises \"cannot have an AI strategy without a data strategy\".The company forecast third-quarter product revenue in the range of $670 million to $675 million, compared with analysts' average estimate of $670.8 million, according to Refinitiv data.Snowflake had announced a partnership in June with chip company Nvidia to allow customers ranging from financial institutions to healthcare and retail to build AI models using their own data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919882004,"gmtCreate":1663772132609,"gmtModify":1676537333550,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Bull on the sea&nbsp;","listText":"Bull on the sea&nbsp;","text":"Bull on the sea","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919882004","repostId":"1126746547","repostType":2,"repost":{"id":"1126746547","pubTimestamp":1663738336,"share":"https://www.laohu8.com/m/news/1126746547?lang=&edition=full","pubTime":"2022-09-21 13:32","market":"sg","language":"en","title":"Here's Why Sea Limited Is Suddenly Serious About Cash Flow","url":"https://stock-news.laohu8.com/highlight/detail?id=1126746547","media":"Motley Fool","summary":"How will the market value this stock if its growth potential dissipates?","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Sea Limited is focused on becoming self-sufficient because it can no longer rely on outside financing.</li><li>Its push towards self-sufficiency includes cutting executive pay and tightening e-commerce operations in certain countries.</li><li>The stock&#39;s valuation has plummeted, but it may be warranted if its growth opportunities are reduced.</li></ul><p>E-commerce, payments, and gaming company <b>Sea Limited</b> is turning away from revenue growth and toward cash flow at all costs.</p><p>Investors grew accustomed to mind-numbing growth figures from Sea Limited. Consider that in 2017, the company generated revenue of $414 million. In 2021, it generated revenue of nearly $10 billion -- up 24 times in just four years. And revenue through the first half of 2022 is up another impressive 44% year over year.</p><p>According to <i>Bloomberg</i>, Sea Limited just sent a memo to employees, saying that its top goal is to become cash-flow positive as quickly as possible. And as we&#39;ll see, it&#39;s pulling out all the stops to accomplish this. Here&#39;s what investors need to know.</p><h2>Why Sea Limited is pivoting toward profits</h2><p>In 2017, Sea Limited primarily generated revenue from its video game platform Garena, much of that coming from Asia with a concentration in its home Singapore market. Since then, the company has expanded its revenue sources to include e-commerce (through its Shopee platform) and digital payments (through its fintech arm SeaMoney). It&#39;s expanded and grown substantially in markets like Europe and Latin America.</p><p>Sea Limited is now prioritizing profits over growth because of how quickly the global financing market changed. In his memo to employees, founder and CEO Forrest Li explained, &#34;With investors fleeing for &#39;safe haven&#39; investments, we do not anticipate being able to raise funds in the market.&#34;</p><p>In short, Sea Limited grew and expanded rapidly. But it did so by relying heavily on cash from financing activities, as the chart below shows. And it can&#39;t keep dipping into that honey pot now that the macroeconomic environment is different.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a6de5c2491384ebaf7378436cf315ba\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>SE REVENUE (TTM) DATA BY YCHARTS.</span></p><p>To Li&#39;s point, the cost of capital rose. The Federal Reserve raised interest rates at the fastest pace in decades, giving investors much better returns on relatively risk-free assets. They&#39;re now less willing to lend money to companies like Sea Limited without demanding a much higher rate of return. Basically, the terms for borrowing money aren&#39;t as compelling as they were.</p><p>Similarly, the Federal Reserve has taken liquidity out of the system by shrinking its balance sheet. This has a side effect of causing stock valuations to drop. Sea Limited could raise funds by diluting shares as it&#39;s done in the past, but the terms are far less attractive. Sea Limited stock had ap rice-to-sales (P/S) valuation of over 30 in early 2021. Its valuation has plummeted more than 90% to a P/S ratio under 3 as of this writing -- an all-time low for the company.</p><p>Sea Limited isn&#39;t the only company pivoting in light of market conditions. For example, the parent company of Snapchat, <b>Snap</b>, released a memo to employees earlier this month, and tech website The Verge got hold of it. Snap&#39;s CEO reportedly said: &#34;Our business will be valued based on our ability to generate profits. We must adapt our strategy accordingly.&#34;</p><p>Snap is adapting to the market&#39;s preference for profitability, in part, by launching an enterprise division for its augmented-reality technology. But it&#39;s also cutting projects like its selfie drone. And as we&#39;ll see, Sea Limited is making cuts as well.</p><h2>What Sea Limited is giving up</h2><p>Sea Limited&#39;s video game segment, Garena, is its profitable venture. However, adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for this segment fell 55% year over year in the second quarter of 2022 to $333.6 million, in part due to its hit <i>Free Fire</i>game being banned in India and also a general slowdown in the video game space.</p><p>However, Garena&#39;s struggles appear to be ongoing. According to a September Reuters report, about 15% of Garena&#39;s staff may have just been let go as Sea Limited pivots hard toward profits. Moreover, the same Reuters report says that Sea Limited is shutting down Shopee in Argentina altogether as well as shutting down local operations in Columbia, Chile, and Mexico -- cross-border shipments will still be allowed in those three countries. This follows Sea Limited pulling out of some European markets earlier this year.</p><p>Finally, back to the <i>Bloomberg</i> report, management is extremely serious about cash-flow positivity. It&#39;s reportedly forgoing paychecks for executives until Sea Limited reaches self-sufficiency. This, of course, implies that the company hasn&#39;t been self-sufficient to this point, emphasizing once more that its growth was funded by financing.</p><h2>Lower top-line growth, lower valuation</h2><p>Sea Limited investors should be encouraged that there&#39;s a viable path to self-sufficiency. Consider that in the first half of 2022, the company reported a negative $1.2 billion in cash from operations. But it spent $540 million on property and equipment alone, much of which is for e-commerce infrastructure. Simply curtailing spending to grow Shopee will substantially push the overall business toward breakeven.</p><p>That said, Sea Limited&#39;s e-commerce segment accounted for nearly 59% of overall revenue in Q2. And its 51% year-over-year growth for this segment far exceeded the overall revenue growth of 29%. In other words, the company is cutting back on its top-line growth driver, which typically merits a cheaper valuation.</p><p>Pivoting toward self-sufficiency is important and necessary for Sea Limited in the current economic environment. It also means the stock may be fairly valued in a low-growth, break-even scenario. That makes this a company I would watch from the sidelines for now. Wait and see if management can accomplish its self-sufficiency goal. And see what kind of profits it&#39;s capable of after the pivot is complete to get a better idea of the long-term opportunity.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's Why Sea Limited Is Suddenly Serious About Cash Flow</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why Sea Limited Is Suddenly Serious About Cash Flow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-21 13:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/20/why-sea-limited-suddenly-serious-about-cash-flow/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSSea Limited is focused on becoming self-sufficient because it can no longer rely on outside financing.Its push towards self-sufficiency includes cutting executive pay and tightening e-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/20/why-sea-limited-suddenly-serious-about-cash-flow/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/09/20/why-sea-limited-suddenly-serious-about-cash-flow/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126746547","content_text":"KEY POINTSSea Limited is focused on becoming self-sufficient because it can no longer rely on outside financing.Its push towards self-sufficiency includes cutting executive pay and tightening e-commerce operations in certain countries.The stock's valuation has plummeted, but it may be warranted if its growth opportunities are reduced.E-commerce, payments, and gaming company Sea Limited is turning away from revenue growth and toward cash flow at all costs.Investors grew accustomed to mind-numbing growth figures from Sea Limited. Consider that in 2017, the company generated revenue of $414 million. In 2021, it generated revenue of nearly $10 billion -- up 24 times in just four years. And revenue through the first half of 2022 is up another impressive 44% year over year.According to Bloomberg, Sea Limited just sent a memo to employees, saying that its top goal is to become cash-flow positive as quickly as possible. And as we'll see, it's pulling out all the stops to accomplish this. Here's what investors need to know.Why Sea Limited is pivoting toward profitsIn 2017, Sea Limited primarily generated revenue from its video game platform Garena, much of that coming from Asia with a concentration in its home Singapore market. Since then, the company has expanded its revenue sources to include e-commerce (through its Shopee platform) and digital payments (through its fintech arm SeaMoney). It's expanded and grown substantially in markets like Europe and Latin America.Sea Limited is now prioritizing profits over growth because of how quickly the global financing market changed. In his memo to employees, founder and CEO Forrest Li explained, \"With investors fleeing for 'safe haven' investments, we do not anticipate being able to raise funds in the market.\"In short, Sea Limited grew and expanded rapidly. But it did so by relying heavily on cash from financing activities, as the chart below shows. And it can't keep dipping into that honey pot now that the macroeconomic environment is different.SE REVENUE (TTM) DATA BY YCHARTS.To Li's point, the cost of capital rose. The Federal Reserve raised interest rates at the fastest pace in decades, giving investors much better returns on relatively risk-free assets. They're now less willing to lend money to companies like Sea Limited without demanding a much higher rate of return. Basically, the terms for borrowing money aren't as compelling as they were.Similarly, the Federal Reserve has taken liquidity out of the system by shrinking its balance sheet. This has a side effect of causing stock valuations to drop. Sea Limited could raise funds by diluting shares as it's done in the past, but the terms are far less attractive. Sea Limited stock had ap rice-to-sales (P/S) valuation of over 30 in early 2021. Its valuation has plummeted more than 90% to a P/S ratio under 3 as of this writing -- an all-time low for the company.Sea Limited isn't the only company pivoting in light of market conditions. For example, the parent company of Snapchat, Snap, released a memo to employees earlier this month, and tech website The Verge got hold of it. Snap's CEO reportedly said: \"Our business will be valued based on our ability to generate profits. We must adapt our strategy accordingly.\"Snap is adapting to the market's preference for profitability, in part, by launching an enterprise division for its augmented-reality technology. But it's also cutting projects like its selfie drone. And as we'll see, Sea Limited is making cuts as well.What Sea Limited is giving upSea Limited's video game segment, Garena, is its profitable venture. However, adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for this segment fell 55% year over year in the second quarter of 2022 to $333.6 million, in part due to its hit Free Firegame being banned in India and also a general slowdown in the video game space.However, Garena's struggles appear to be ongoing. According to a September Reuters report, about 15% of Garena's staff may have just been let go as Sea Limited pivots hard toward profits. Moreover, the same Reuters report says that Sea Limited is shutting down Shopee in Argentina altogether as well as shutting down local operations in Columbia, Chile, and Mexico -- cross-border shipments will still be allowed in those three countries. This follows Sea Limited pulling out of some European markets earlier this year.Finally, back to the Bloomberg report, management is extremely serious about cash-flow positivity. It's reportedly forgoing paychecks for executives until Sea Limited reaches self-sufficiency. This, of course, implies that the company hasn't been self-sufficient to this point, emphasizing once more that its growth was funded by financing.Lower top-line growth, lower valuationSea Limited investors should be encouraged that there's a viable path to self-sufficiency. Consider that in the first half of 2022, the company reported a negative $1.2 billion in cash from operations. But it spent $540 million on property and equipment alone, much of which is for e-commerce infrastructure. Simply curtailing spending to grow Shopee will substantially push the overall business toward breakeven.That said, Sea Limited's e-commerce segment accounted for nearly 59% of overall revenue in Q2. And its 51% year-over-year growth for this segment far exceeded the overall revenue growth of 29%. In other words, the company is cutting back on its top-line growth driver, which typically merits a cheaper valuation.Pivoting toward self-sufficiency is important and necessary for Sea Limited in the current economic environment. It also means the stock may be fairly valued in a low-growth, break-even scenario. That makes this a company I would watch from the sidelines for now. Wait and see if management can accomplish its self-sufficiency goal. And see what kind of profits it's capable of after the pivot is complete to get a better idea of the long-term opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079105319,"gmtCreate":1657155318631,"gmtModify":1676535960203,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"The cliff hanger for free readers....","listText":"The cliff hanger for free readers....","text":"The cliff hanger for free readers....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079105319","repostId":"1103023863","repostType":4,"repost":{"id":"1103023863","pubTimestamp":1657150083,"share":"https://www.laohu8.com/m/news/1103023863?lang=&edition=full","pubTime":"2022-07-07 07:28","market":"us","language":"en","title":"Growth Stocks Are Soaring as a Recession Looms Large","url":"https://stock-news.laohu8.com/highlight/detail?id=1103023863","media":"investorplace","summary":"Investors will increasingly pivot into growth stocks that can power through an economic slowdown.The","content":"<html><head></head><body><ul><li>Investors will increasingly pivot into growth stocks that can power through an economic slowdown.</li><li>The 5-year Treasury yield dropped below the 2-year yesterday for the first time this cycle.</li><li>Since yields are plunging, we think this recession-driven selloff is at that critical tipping point where growth stocks start to surge.</li></ul><p>Like it or not, a <b>recession</b> is coming. And Wall Street is finally preparing.</p><p>Yesterday, bond yields and commodity prices plunged while stocks struggled. That’s exactly what you’d expect as investors prep for a recession over the next 12 months.</p><p>But guess what else happened? <b>Investors piled into growth stocks</b>. The signature portfolio in our <b><i>Innovation Investor</i></b> investment research advisory comprises <b>the top 10 growth stocks to buy right now</b>. And it soared more than 6% yesterday!</p><p><img src=\"https://static.tigerbbs.com/4dec2966c935c9760232b4c9c440118f\" tg-width=\"975\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p>This is also typical “recession prep” trading action.</p><p>Usually, when a recession hits, investors seek growth stocks that have so much momentum, they’ll grow through the storm. Not to mention, those same growth stocks also benefit from the lower bond yields that typically accompany recessions.</p><p>Therefore, yesterday’s huge move higher in growth stocks isn’t surprising.</p><p>It’s also just the beginning of something much, much bigger…</p><p>The reality is that the U.S. economy is spiraling into a recession. Wall Street has long neglected this. Finally, investors are waking up. Over the next six months, investors will prepare for and navigate through a recession. And they’ll increasingly pivot into growth stocks that power through an economic slowdown.</p><p>Net-net — growth stocks are in the early stages of a big multi-month breakout.</p><h2>Recession Incoming</h2><p>One of the best recession signals in the markets is a <b>yield curve inversion</b>.</p><p>In short, the U.S. government issues a bunch of “bonds” with different maturity dates. Typically, the Treasuries with shorter maturity dates have lower yields than those with longer maturities. That indicates that investors require more return to hold a certain security for a longer period.</p><p>However, when investors get nervous about a recession, they don’t want to hold short-term bonds. Their confidence in the near-term outlook for the economy is reduced. So, they sell short-term bonds and buy long-term ones instead. This pushes short yields higher and long yields lower. When this dynamic becomes extreme, long yields fall below short yields. This is called a yield curve inversion.</p><p>Yield curve inversions are rare. They only happen about once a decade. <b>But when they do happen, they’re almost always followed by a recession.</b></p><p>Yesterday, the yield curve inverted as the 10-year Treasury yield dropped below the 2-year. Some of you may recall that this 10-2 inversion happened once before in 2022. It did. But what we haven’t seen so far in 2022 — and, indeed, haven’t seen since the months before the COVID-driven recession and before that, 2007 — is a “5-2 inversion.” That’s when the 5-year Treasury yield drops below 2-year.</p><p>That happened yesterday for the first time this cycle. Such an inversion is pretty much a surefire recession indicator.</p><p><img src=\"https://static.tigerbbs.com/eb348086ec4ba7f6e9d3efa4012a7ad8\" tg-width=\"624\" tg-height=\"264\" referrerpolicy=\"no-referrer\"/></p><p>In other words, the bond market is the biggest market in the world. And it’s flashing its biggest warning signal yet that a recession’s on the horizon.</p><p>We’d be fools not to listen.</p><p>That’s why Wall Street played “recession prep” so strongly yesterday. Yields plunged. Commodities crashed. Stocks struggled.</p><h2>Growth Stocks Thrive in Recessions</h2><p>Many investors think that recessions kill all stocks. That’s not true. Recessions impact all stocks differently. And when it comes to growth stocks, recessions can actually be beneficial.</p><p>The reasoning is two-fold.</p><p><b>First</b>, recessions create a scarcity of earnings growth. This pushes investors to allocate funds into the stocks that can still create strong earnings growth despite a no-growth environment. (Those are secular growth stocks).</p><p><b>Second</b>, recessions push bond yields lower. And when bond yields go lower, the future cash flows upon which growth stocks are valued become worth more today. (That’s because bond yields are used as a proxy for the discount rate on those cash flows).</p><p>In other words, investors pile into growth stocks during recessions because they can keep growing. And they benefit from the lower yields that accompany recessions.</p><p>Makes sense, right?</p><p>This is more than just theory. Look at the last “real” recession the U.S. faced in 2008.</p><p>During that downturn, there was a five-month stretch at the end of the market’s selloff where the <b>S&amp;P 500</b> and <b>Dow Jones</b> both dropped about 10%. Yet growth stocks like <b>Amazon</b>(Nasdaq:<b><u>AMZN</u></b>), <b>Netflix</b>(Nasdaq:<b><u>NFLX</u></b>) and <b>Booking</b>(Nasdaq:<b><u>BKNG</u></b>) all rose more than 50%.</p><p><img src=\"https://static.tigerbbs.com/da43cc3c7710e30c731d7a49ea6680a3\" tg-width=\"1430\" tg-height=\"1009\" referrerpolicy=\"no-referrer\"/></p><p>It was the same with the recession before that. In 2001-02, there was a year-long stretch where the stock market dropped more than 20% as the economy’s growth slowed. Yet, over that same period, growth stocks like Amazon rose nearly 150%!</p><p><img src=\"https://static.tigerbbs.com/b0c9a3e3684b35cfb1574b1f66054a21\" tg-width=\"1430\" tg-height=\"951\" referrerpolicy=\"no-referrer\"/></p><p>In every recession-driven stock market selloff, there comes a point where investors start piling into growth stocks to play defense.</p><p><b>We think we’re at that point today.</b></p><p>Usually, it happens when yields start to plunge. In the early 2000s, yields took a dive in mid-2001. And that’s when growth stocks started to soar as the rest of the market struggled. In 2008, yields dropped in late 2008, and growth stocks began to roar as the rest of the market slumped.</p><p>Today, yields are plunging. The 10-year was 3.5% just a week ago. Now it’s at 2.8%.</p><p>Yields are plunging. And as such, we think this recession-driven selloff is at that critical tipping point where <b>growth stocks start to surge.</b></p><h2>The Final Word on Growth Stocks</h2><p>History doesn’t repeat – but it does rhyme.</p><p>Every time a recession hits the stock market, the cycle is simple:</p><ol><li>Recession fears emerge. Stocks and bonds drop as investors sell everything.</li><li>Recession fears are confirmed, leading investors to rush into bonds for safety. Yields drop.</li><li>As yields drop, growth stocks start to rise and even surge, but the rest of the market drops.</li><li>The recession ends, and the whole market rebounds.</li></ol><p>Right now, we are between steps two and three. Recession fears have been all but confirmed. Investors are rushing into bonds. Yields are plunging. And growth stocks are starting to rise from the ashes.</p><p>What comes next? <b>A mega-rally in growth stocks</b>… while the rest of the market flops.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Growth Stocks Are Soaring as a Recession Looms Large</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\">\nGrowth Stocks Are Soaring as a Recession Looms Large\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-07 07:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2022/07/growth-stocks-are-soaring-as-a-recession-looms-large/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors will increasingly pivot into growth stocks that can power through an economic slowdown.The 5-year Treasury yield dropped below the 2-year yesterday for the first time this cycle.Since yields...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2022/07/growth-stocks-are-soaring-as-a-recession-looms-large/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://investorplace.com/hypergrowthinvesting/2022/07/growth-stocks-are-soaring-as-a-recession-looms-large/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103023863","content_text":"Investors will increasingly pivot into growth stocks that can power through an economic slowdown.The 5-year Treasury yield dropped below the 2-year yesterday for the first time this cycle.Since yields are plunging, we think this recession-driven selloff is at that critical tipping point where growth stocks start to surge.Like it or not, a recession is coming. And Wall Street is finally preparing.Yesterday, bond yields and commodity prices plunged while stocks struggled. That’s exactly what you’d expect as investors prep for a recession over the next 12 months.But guess what else happened? Investors piled into growth stocks. The signature portfolio in our Innovation Investor investment research advisory comprises the top 10 growth stocks to buy right now. And it soared more than 6% yesterday!This is also typical “recession prep” trading action.Usually, when a recession hits, investors seek growth stocks that have so much momentum, they’ll grow through the storm. Not to mention, those same growth stocks also benefit from the lower bond yields that typically accompany recessions.Therefore, yesterday’s huge move higher in growth stocks isn’t surprising.It’s also just the beginning of something much, much bigger…The reality is that the U.S. economy is spiraling into a recession. Wall Street has long neglected this. Finally, investors are waking up. Over the next six months, investors will prepare for and navigate through a recession. And they’ll increasingly pivot into growth stocks that power through an economic slowdown.Net-net — growth stocks are in the early stages of a big multi-month breakout.Recession IncomingOne of the best recession signals in the markets is a yield curve inversion.In short, the U.S. government issues a bunch of “bonds” with different maturity dates. Typically, the Treasuries with shorter maturity dates have lower yields than those with longer maturities. That indicates that investors require more return to hold a certain security for a longer period.However, when investors get nervous about a recession, they don’t want to hold short-term bonds. Their confidence in the near-term outlook for the economy is reduced. So, they sell short-term bonds and buy long-term ones instead. This pushes short yields higher and long yields lower. When this dynamic becomes extreme, long yields fall below short yields. This is called a yield curve inversion.Yield curve inversions are rare. They only happen about once a decade. But when they do happen, they’re almost always followed by a recession.Yesterday, the yield curve inverted as the 10-year Treasury yield dropped below the 2-year. Some of you may recall that this 10-2 inversion happened once before in 2022. It did. But what we haven’t seen so far in 2022 — and, indeed, haven’t seen since the months before the COVID-driven recession and before that, 2007 — is a “5-2 inversion.” That’s when the 5-year Treasury yield drops below 2-year.That happened yesterday for the first time this cycle. Such an inversion is pretty much a surefire recession indicator.In other words, the bond market is the biggest market in the world. And it’s flashing its biggest warning signal yet that a recession’s on the horizon.We’d be fools not to listen.That’s why Wall Street played “recession prep” so strongly yesterday. Yields plunged. Commodities crashed. Stocks struggled.Growth Stocks Thrive in RecessionsMany investors think that recessions kill all stocks. That’s not true. Recessions impact all stocks differently. And when it comes to growth stocks, recessions can actually be beneficial.The reasoning is two-fold.First, recessions create a scarcity of earnings growth. This pushes investors to allocate funds into the stocks that can still create strong earnings growth despite a no-growth environment. (Those are secular growth stocks).Second, recessions push bond yields lower. And when bond yields go lower, the future cash flows upon which growth stocks are valued become worth more today. (That’s because bond yields are used as a proxy for the discount rate on those cash flows).In other words, investors pile into growth stocks during recessions because they can keep growing. And they benefit from the lower yields that accompany recessions.Makes sense, right?This is more than just theory. Look at the last “real” recession the U.S. faced in 2008.During that downturn, there was a five-month stretch at the end of the market’s selloff where the S&P 500 and Dow Jones both dropped about 10%. Yet growth stocks like Amazon(Nasdaq:AMZN), Netflix(Nasdaq:NFLX) and Booking(Nasdaq:BKNG) all rose more than 50%.It was the same with the recession before that. In 2001-02, there was a year-long stretch where the stock market dropped more than 20% as the economy’s growth slowed. Yet, over that same period, growth stocks like Amazon rose nearly 150%!In every recession-driven stock market selloff, there comes a point where investors start piling into growth stocks to play defense.We think we’re at that point today.Usually, it happens when yields start to plunge. In the early 2000s, yields took a dive in mid-2001. And that’s when growth stocks started to soar as the rest of the market struggled. In 2008, yields dropped in late 2008, and growth stocks began to roar as the rest of the market slumped.Today, yields are plunging. The 10-year was 3.5% just a week ago. Now it’s at 2.8%.Yields are plunging. And as such, we think this recession-driven selloff is at that critical tipping point where growth stocks start to surge.The Final Word on Growth StocksHistory doesn’t repeat – but it does rhyme.Every time a recession hits the stock market, the cycle is simple:Recession fears emerge. Stocks and bonds drop as investors sell everything.Recession fears are confirmed, leading investors to rush into bonds for safety. Yields drop.As yields drop, growth stocks start to rise and even surge, but the rest of the market drops.The recession ends, and the whole market rebounds.Right now, we are between steps two and three. Recession fears have been all but confirmed. Investors are rushing into bonds. Yields are plunging. And growth stocks are starting to rise from the ashes.What comes next? A mega-rally in growth stocks… while the rest of the market flops.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070937900,"gmtCreate":1656992262800,"gmtModify":1676535929133,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Everybody writing K, it should be T for Tesla","listText":"Everybody writing K, it should be T for Tesla","text":"Everybody writing K, it should be T for Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070937900","repostId":"2248731460","repostType":2,"repost":{"id":"2248731460","pubTimestamp":1656986181,"share":"https://www.laohu8.com/m/news/2248731460?lang=&edition=full","pubTime":"2022-07-05 09:56","market":"us","language":"en","title":"Tesla: 10-K Footnotes And Bears' Arguments","url":"https://stock-news.laohu8.com/highlight/detail?id=2248731460","media":"Seekingalpha","summary":"ThesisI have been a long-term bull on Tesla (NASDAQ:TSLA) as you can see from my previous writings. ","content":"<html><head></head><body><h2>Thesis</h2><p>I have been a long-term bull on Tesla (NASDAQ:TSLA) as you can see from my previous writings. I have published a series of articles arguing for its nonlinear growth potential. In this article, I will switch perspective and address the bears’ counterargument. The point is not to prove them to be wrong. Quite the opposite, their concerns are 100% valid to me. I am analyzing these concerns not to dismiss their concerns, but to provide a full view, so we can all make an informed decision.</p><p>An open mind that can work with conflicting views is the starting point for investing, especially for nonlinear stocks like TSLA. And this has been a cornerstone of my own investing philosophy. And it is also a philosophy that my writing and market service always promote. We always value disconfirming information more than confirming information.</p><p>Charlie Munger was once asked for tips for investors who have to work with two opposing views. And his response quoted below, as usual, is so quotable:</p><blockquote>Charlie Munger: Well, I do have a tip. At times in my life, I have put myself to a standard that I think has helped me: I think I’m not really equipped to comment on this subject until I can state the arguments against my conclusion better than the people on the other side. If you do that all the time; if you’re looking for disconfirming evidence and putting yourself on a grill, that’s a good way to help remove ignorance.</blockquote><p>Following this wisdom, let’s play the game of arguing against ourselves. Many of you probably are familiar with the common bears’ view already such as high valuation, competition, carbon credit, et al. So, this article will limit the scope to two concerns (scale of government subsidies and tax incentives) not often discussed, concerns that have to be gleaned mostly from the footnotes or independent disclosures.</p><h2>Government Subsidies</h2><p>First, TSLA’s current financials are dressed up by a multitude of government aids, both from local state, federal, and also overseas. Musk is very vocal against government aid and if you follow his Twitter, you may form the wrong view that TSLA does not benefit from such aid.</p><p>On the contrary, TSLA benefits extensively from these aids. And given how fickly government policies can change, such aids form a considerable uncertainty for TSLA’s long-term prospects. Take U.S. aid as an example. These aids include federal loans, tax breaks, loan guarantees, bailout assistance, State/Local loans, bond financing, and venture capital. You can see a detailed list of these aids at this link. As of this writing, TSLA receives a total of 110 subsidies with a total face value of more than $2.5B. To put things into perspective, TSLA&#39;s 2021 total net income was only $5.6B.</p><p>These subsidies are not limited to the US alone. They come from overseas markets like Europe and China too, adding a further layer of uncertainties, as elaborated below.</p><p><img src=\"https://static.tigerbbs.com/b26cf6f11d634d38ca8769c4c4ded14b\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Subsidytracker.goodjobsfirst.org</p><h2>Tax Incentives</h2><p>The following chart shows TSLA’s most recent income statement. The taxes are highlighted. And as you can see, it earned $3.6B of pretax income in the quarter ended on March 31, 2022, and reported a provision for income tax of $346M. So this leads to an effective rate of less than 10% (9.6% to be precise). The picture of last year was very similar: $69M of tax provision on a $533M pretax earnings.</p><p>The reasons for such low tax rates, as indicated in its Form 10-K, are several temporary tax incentives. For example, China has approved a tax reduction for TSLA from the normal rate of 25% to 15%. The reason for singling out China here is twofold.</p><p>First, China has become an important market for TSLA. As of 2021, its China sales are nearly half of its U.S. sales, and the China sales contribute about half of its total pretax income. Second, the tax break is scheduled to expire in 2023. Given the large size of its China sales, if the tax rates do invert to 25% by 2023, the additional taxes in China alone will create a non-negligible impact on its earnings.</p><p>To further compound the uncertainty, TSLA cars are also exempted from the 10% purchase tax in China (as detailed in the following Reuters report). This exemption is also scheduled to expire in 2023 and whether it can be extended or not is uncertain.</p><blockquote>BEIJING (Reuters) - China will exempt Tesla Inc&#39;s TSLA.O electric vehicles from its purchase tax, the Ministry of Industry and Information Technology (MIIT) said on Friday. Tesla sees China as one of its most important, growing markets, and the exemption from a 10% purchase tax could reduce the cost of buying a Tesla by up to 99,000 yuan ($13,957.82), according to a post on Tesla’s social media WeChat account.</blockquote><p><img src=\"https://static.tigerbbs.com/369829514fefa1533595fc2ed905bd7e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Tesla form 10-Q</p><h2>Final Thoughts</h2><p>To summarize, the common bearish concerns such as high valuation, competition, carbon credit, et al., are 100% valid. Moreover, TSLA also faces other uncertainties such as extensive government subsidies and tax incentives from the local government, federal government, and overseas markets. These factors help to dress up TSLA’s financials to a substantial extent, but are not sustainable in the long term. Again, the goal here is not to dismiss the bears’ concerns, but to provide a full view, so we can all make a better investment decision.</p><p>Finally, let me conclude with a brief of my bullish thesis to caution bears with some upside risks too. As a nonlinear growth stock, TSLA enjoys higher-order benefits as it scales up its production and delivery, as argued in my earlier article. For such nonlinear stock, market psychology plays a large role, and it is usually a bad idea to short just based on valuation considerations. The price and value of such companies are often disconnected - and for extended periods of time. And Musk seems to be a master to work with this disconnection, as you can see from the chart below. The company has issued a total of $23.8B of new stocks between 2015 and 2021 cumulatively, while the debt was reduced to a mere $5.4B.</p><p><img src=\"https://static.tigerbbs.com/c6638b59bef4e20f516c5922083e8f14\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author based on Seeking Alpha data</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>Tesla: 10-K Footnotes And Bears' Arguments</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\">\nTesla: 10-K Footnotes And Bears' Arguments\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-05 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4521621-tesla-10-k-footnotes-and-bears-arguments><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ThesisI have been a long-term bull on Tesla (NASDAQ:TSLA) as you can see from my previous writings. I have published a series of articles arguing for its nonlinear growth potential. In this article, I...</p>\n\n<a href=\"https://seekingalpha.com/article/4521621-tesla-10-k-footnotes-and-bears-arguments\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4521621-tesla-10-k-footnotes-and-bears-arguments","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248731460","content_text":"ThesisI have been a long-term bull on Tesla (NASDAQ:TSLA) as you can see from my previous writings. I have published a series of articles arguing for its nonlinear growth potential. In this article, I will switch perspective and address the bears’ counterargument. The point is not to prove them to be wrong. Quite the opposite, their concerns are 100% valid to me. I am analyzing these concerns not to dismiss their concerns, but to provide a full view, so we can all make an informed decision.An open mind that can work with conflicting views is the starting point for investing, especially for nonlinear stocks like TSLA. And this has been a cornerstone of my own investing philosophy. And it is also a philosophy that my writing and market service always promote. We always value disconfirming information more than confirming information.Charlie Munger was once asked for tips for investors who have to work with two opposing views. And his response quoted below, as usual, is so quotable:Charlie Munger: Well, I do have a tip. At times in my life, I have put myself to a standard that I think has helped me: I think I’m not really equipped to comment on this subject until I can state the arguments against my conclusion better than the people on the other side. If you do that all the time; if you’re looking for disconfirming evidence and putting yourself on a grill, that’s a good way to help remove ignorance.Following this wisdom, let’s play the game of arguing against ourselves. Many of you probably are familiar with the common bears’ view already such as high valuation, competition, carbon credit, et al. So, this article will limit the scope to two concerns (scale of government subsidies and tax incentives) not often discussed, concerns that have to be gleaned mostly from the footnotes or independent disclosures.Government SubsidiesFirst, TSLA’s current financials are dressed up by a multitude of government aids, both from local state, federal, and also overseas. Musk is very vocal against government aid and if you follow his Twitter, you may form the wrong view that TSLA does not benefit from such aid.On the contrary, TSLA benefits extensively from these aids. And given how fickly government policies can change, such aids form a considerable uncertainty for TSLA’s long-term prospects. Take U.S. aid as an example. These aids include federal loans, tax breaks, loan guarantees, bailout assistance, State/Local loans, bond financing, and venture capital. You can see a detailed list of these aids at this link. As of this writing, TSLA receives a total of 110 subsidies with a total face value of more than $2.5B. To put things into perspective, TSLA's 2021 total net income was only $5.6B.These subsidies are not limited to the US alone. They come from overseas markets like Europe and China too, adding a further layer of uncertainties, as elaborated below.Source: Subsidytracker.goodjobsfirst.orgTax IncentivesThe following chart shows TSLA’s most recent income statement. The taxes are highlighted. And as you can see, it earned $3.6B of pretax income in the quarter ended on March 31, 2022, and reported a provision for income tax of $346M. So this leads to an effective rate of less than 10% (9.6% to be precise). The picture of last year was very similar: $69M of tax provision on a $533M pretax earnings.The reasons for such low tax rates, as indicated in its Form 10-K, are several temporary tax incentives. For example, China has approved a tax reduction for TSLA from the normal rate of 25% to 15%. The reason for singling out China here is twofold.First, China has become an important market for TSLA. As of 2021, its China sales are nearly half of its U.S. sales, and the China sales contribute about half of its total pretax income. Second, the tax break is scheduled to expire in 2023. Given the large size of its China sales, if the tax rates do invert to 25% by 2023, the additional taxes in China alone will create a non-negligible impact on its earnings.To further compound the uncertainty, TSLA cars are also exempted from the 10% purchase tax in China (as detailed in the following Reuters report). This exemption is also scheduled to expire in 2023 and whether it can be extended or not is uncertain.BEIJING (Reuters) - China will exempt Tesla Inc's TSLA.O electric vehicles from its purchase tax, the Ministry of Industry and Information Technology (MIIT) said on Friday. Tesla sees China as one of its most important, growing markets, and the exemption from a 10% purchase tax could reduce the cost of buying a Tesla by up to 99,000 yuan ($13,957.82), according to a post on Tesla’s social media WeChat account.Tesla form 10-QFinal ThoughtsTo summarize, the common bearish concerns such as high valuation, competition, carbon credit, et al., are 100% valid. Moreover, TSLA also faces other uncertainties such as extensive government subsidies and tax incentives from the local government, federal government, and overseas markets. These factors help to dress up TSLA’s financials to a substantial extent, but are not sustainable in the long term. Again, the goal here is not to dismiss the bears’ concerns, but to provide a full view, so we can all make a better investment decision.Finally, let me conclude with a brief of my bullish thesis to caution bears with some upside risks too. As a nonlinear growth stock, TSLA enjoys higher-order benefits as it scales up its production and delivery, as argued in my earlier article. For such nonlinear stock, market psychology plays a large role, and it is usually a bad idea to short just based on valuation considerations. The price and value of such companies are often disconnected - and for extended periods of time. And Musk seems to be a master to work with this disconnection, as you can see from the chart below. The company has issued a total of $23.8B of new stocks between 2015 and 2021 cumulatively, while the debt was reduced to a mere $5.4B.Author based on Seeking Alpha data","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044154636,"gmtCreate":1656726017925,"gmtModify":1676535884047,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"For real time game software, Unreal has always been the better option, especially with UE5 it's been growing in reach. The only prob is that it's not a public company","listText":"For real time game software, Unreal has always been the better option, especially with UE5 it's been growing in reach. The only prob is that it's not a public company","text":"For real time game software, Unreal has always been the better option, especially with UE5 it's been growing in reach. The only prob is that it's not a public company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044154636","repostId":"1147290462","repostType":2,"repost":{"id":"1147290462","pubTimestamp":1656718888,"share":"https://www.laohu8.com/m/news/1147290462?lang=&edition=full","pubTime":"2022-07-02 07:41","market":"us","language":"en","title":"Why is Unity Software Such a Lump In Investors’ Throats?","url":"https://stock-news.laohu8.com/highlight/detail?id=1147290462","media":"TipRanks","summary":"Story HighlightsUnity Software’s prospects in the ever-growing gaming industry look promising. Howev","content":"<div>\n<p>Story HighlightsUnity Software’s prospects in the ever-growing gaming industry look promising. However, debilitating losses have been hurting the company’s stock performance since its inception.Based ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/why-is-unity-software-such-a-lump-in-investors-throats/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Why is Unity Software Such a Lump In Investors’ Throats?</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\">\nWhy is Unity Software Such a Lump In Investors’ Throats?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-02 07:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/why-is-unity-software-such-a-lump-in-investors-throats/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsUnity Software’s prospects in the ever-growing gaming industry look promising. However, debilitating losses have been hurting the company’s stock performance since its inception.Based ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/why-is-unity-software-such-a-lump-in-investors-throats/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"source_url":"https://www.tipranks.com/news/article/why-is-unity-software-such-a-lump-in-investors-throats/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147290462","content_text":"Story HighlightsUnity Software’s prospects in the ever-growing gaming industry look promising. However, debilitating losses have been hurting the company’s stock performance since its inception.Based out of San Francisco, CA, Unity Software Inc. (NYSE: U) is a video game software development company, which focuses on developing interactive, real-time 3D content. The company was founded in 2004 by David Helgason, Nicholas Francis and Joachim Ante.IPO DetailsUnity completed its initial public offering (IPO) on September 17, 2020, raising between $1.09 billion and $1.25 billion.Shares of the company got listed on the New York Stock Exchange on September 18, 2020. The stock debuted on the exchange at a price of $75, closing at $68.35. Since then, its shares have declined 46.1%.Presently, the company commands a market cap of $10.90 billion.Recent DevelopmentsOn March 11, 2022, Unity made its presence felt in the metaverse space by entering into a partnership with a leading live music experience creator, Insomniac Events.On December 1, 2021, Unity announced the completion of the acquisition of Weta Digital for $1.63 billion. Based in Wellington, New Zealand, Weta Digital is a visual special effects and animation company.On November 10, 2021, the company announced two new products, Unity Simulation Pro and Unity SystemGraph, to enable cost-effective, efficient and solid simulation performance for developers.Financial Performance & Track RecordSince its inception, the company has not seen a single year of profitability.In its latest results for the first quarter, the company reported an adjusted loss of $0.09 per share, narrower than the previous year’s loss of $0.10 per share. Revenues jumped 36% year-over-year to $320.1 million.Notably, the company’s liquidity position has improved from the previous year. Cash, cash equivalents, and restricted cash were $1.2 billion as of March 31, 2022, compared to $1.1 billion as of March 31, 2021. Encouragingly, the company reported a free cash flow of $86.4 million for the quarter, compared to the previous year’s figure of a free cash outflow of $100.6 million.Future Projection & ChallengesAccording to a Morodor Intelligence report, the gaming market stood at $198.4 billion in 2021, which is likely to reach a value of $340 billion by 2027, representing a CAGR of 8.9%.Taking this into account, the future of the industry and the company seems to be bright.However, the company continues to face some challenges. Its Audience Pinpointer tool, which delivers targeted audience campaigns, has witnessed software problems. Consequently, data analysis suffered and the company couldn’t monetize it. This has led to a reduction of almost $110 million in revenue estimates.Meanwhile, in its latest earnings call, the company reiterated its 30% revenue growth target for the long term, with strong levels of profitability in the future.Its revenue guidance for the second quarter stands between $290 million and $295 million. Further, the company anticipates a loss of $62 million to $64 million for the second quarter.For the full year, it foresees revenues between $1.35 billion and $1.42 billion. Losses are predicted in the range of $60 million to $75 million.Performance on TipRanksTipRanks’ Stock Investors tool shows that investors currently have a Very Positive stance on Unity Software, as 6.3% of top portfolios tracked by TipRanks increased their exposure to U stock over the past 30 days.However, TipRanks’ Insider Trading Activity tool shows that the confidence in U is currently Very Negative. Corporate Insiders have sold shares worth $1.9 million over the last three months.Overall, the Street is cautiously optimistic about the stock and has a Moderate Buy consensus rating based on 11 Buys, three Holds and one Sell.U’s average price target of $59.07 implies that the stock has upside potential of 60.4% from current levels. Shares have declined 65.2% over the past year.ConclusionUnity Software’s persistently rising topline, which is backed by innovative product offerings, holds it in good stead. Further, the company is also open to growing through inorganic means like acquisitions and partnerships. However, continuous losses since its inception are a sore spot. As of now, the company needs to find ways to become profitable in a bid to boost the investment appeal of its stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4116209035887102","authorId":"4116209035887102","name":"amroui","avatar":"https://community-static.tradeup.com/news/bb03dc92b3df3a11ddb8660dbf7eb694","crmLevel":5,"crmLevelSwitch":1},"content":"We can’t invest directly, but Tencent has a 40% stake in Epic Games. So that’s probably the closest to owning a stake in Unreal’s growth.","text":"We can’t invest directly, but Tencent has a 40% stake in Epic Games. So that’s probably the closest to owning a stake in Unreal’s growth.","html":"We can’t invest directly, but Tencent has a 40% stake in Epic Games. So that’s probably the closest to owning a stake in Unreal’s growth."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045314073,"gmtCreate":1656559722792,"gmtModify":1676535854309,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Waiting for the apple drop like Isaac Newton&nbsp;","listText":"Waiting for the apple drop like Isaac Newton&nbsp;","text":"Waiting for the apple drop like Isaac Newton","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045314073","repostId":"2247102405","repostType":2,"repost":{"id":"2247102405","pubTimestamp":1656554022,"share":"https://www.laohu8.com/m/news/2247102405?lang=&edition=full","pubTime":"2022-06-30 09:53","market":"us","language":"en","title":"Apple: Don't Fight Against The Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2247102405","media":"Seekingalpha","summary":"Price Action ThesisWe follow up with a detailed price action analysis of Apple Inc. (NASDAQ:AAPL) st","content":"<html><head></head><body><h2>Price Action Thesis</h2><p>We follow up with a detailed price action analysis of Apple Inc. (NASDAQ:AAPL) stock. We posited in our previous update in May that AAPL could bottom soon, given the extent of the last sell-off. Notably, it formed a validated bear trap (significant rejection of selling momentum), corroborating its May bottom.</p><p>However, another June sell-off soon took out its May lows, which invalidated its bear trap. As a result, we revisited our price action thesis and realized we had been wrong on AAPL stock. We revised our rating to Buy too early in 2022, as AAPL formed a double top bull trap (significant rejection of buying momentum) at the end of March.</p><p>Therefore, instead of turning cautious due to its double top, we kept our Buy rating and executed poorly. Consequently, we are reminded again by the market never to ignore the presence of double tops, as they often portend early warning signals to significant trend reversals.</p><p>Notwithstanding, AAPL is still holding its June lows. However, we are not convinced that the digestion from its double top has been completed. Also, our reverse cash flow model indicates that AAPL could underperform the market even at the current levels.</p><p>Accordingly, we believe revising our rating from Buy to Hold is appropriate.</p><h2>AAPL - Trend Has Turned Decisively Bearish</h2><p><img src=\"https://static.tigerbbs.com/38a3910949c6058150395b757a3503a6\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AAPL price chart (monthly) (TradingView)</p><p>Despite the steep sell-off from its March double top, AAPL is still in a long-term uptrend. Therefore, we believe some long-term AAPL investors remain unperturbed.</p><p>However, we urge caution as AAPL&#39;s surge from its COVID bottom was too fast, helping the stock outperform the market significantly over the past two years. However, such a massive surge is unsustainable unless the company can continue delivering on massive earnings or free cash flow growth from highly challenging comps.</p><p>Furthermore, AAPL&#39;s price action looks extended. As a result, we believe that the digestion from the double top has not been completed, with steeper sell-offs moving forward.</p><p><img src=\"https://static.tigerbbs.com/9a076eb75f450583b6ab364ebde40ad8\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AAPL price chart (weekly) (TradingView)</p><p>Moving into its weekly chart, we can glean the double top at the end of March. Even though AAPL staged a validated bear trap in May as expected, it has already been invalidated by June&#39;s sell-off. Investors are reminded to accord higher precedence to double top price action. Initial bear traps following a double top are usually unreliable.</p><p>Notwithstanding, AAPL is still holding its June lows, but its momentum has already turned decisively bearish. Therefore, AAPL&#39;s bias continues to the downside if it cannot retake its near-term resistance convincingly.</p><p>Therefore, we will be watching its price action closely. Investors should be prepared for a steep sell-off if it fails its near-term resistance re-test and forms a bull trap.</p><h2>Apple Could Significantly Underperform The Market</h2><p><img src=\"https://static.tigerbbs.com/41ba9d7cfac4a1b1c26f3d4535b442fd\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Apple revenue change % and GAAP EPS change % consensus estimates (S&amp;P Cap IQ)</p><p>Apple still deserves plaudits for its impressive EPS growth, as seen above. Despite tepid revenue growth metrics, it has consistently posted more robust EPS growth, supported by its stock repurchase programs.</p><p>Notwithstanding, Apple&#39;s revenue growth is expected to moderate significantly over the next few years. Moreover, its EPS growth is projected to slow considerably as it laps increasingly challenging comps. Hence, unless Apple can deliver something massive that can move the needle (Apple car?), it&#39;s challenging to expect Apple to outperform the market moving forward.</p><p><img src=\"https://static.tigerbbs.com/55cbe4a98a878e9069e764c8bfc38786\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Apple EBIT margins % and FCF margins % consensus estimates (S&amp;P Cap IQ)</p><p>Notwithstanding, Apple is a massive cash flow machine, converting most of its EBIT profitability into free cash flow (FCF), as seen above. As a result, it&#39;s expected to continue underpinning its robust FCF margins despite the slowdown in revenue growth.</p><table><tbody><tr><td>Stock</td><td>AAPL</td></tr><tr><td>Assumed entry level</td><td>$129</td></tr><tr><td>Hurdle rate (CAGR)</td><td>22.98%</td></tr><tr><td>Projection through</td><td>CQ4&#39;26</td></tr><tr><td>Required FCF yield in CQ4&#39;26</td><td>7.14%</td></tr><tr><td>Assumed TTM FCF margin in CQ4&#39;26</td><td>27%</td></tr><tr><td>Implied TTM revenue by CQ4&#39;26</td><td>$1.4T</td></tr></tbody></table><p><i>AAPL reverse cash flow valuation model. Data source: S&amp;P Cap IQ, author</i></p><p>AAPL has outperformed the Invesco QQQ <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (QQQ) over the past five to ten years. It delivered a 5Y total return CAGR of 31.84% (Vs. QQQ&#39;s 15.99%). It also posted a 10Y total return CAGR of 22.98% (Vs. QQQ&#39;s 17.52%).</p><p>Therefore, to make sense of whether the market expects AAPL to outperform moving ahead, we used an assumed entry price of $129 (near-term support). We also applied a hurdle rate of 22.98% (equivalent to its 10Y average performance) and used the 10Y mean of its FCF yield of 7.14%.</p><p>As a result, we require Apple to post revenue of $1.4T by CQ4&#39;26, which is &#34;impossible,&#34; based on the current consensus estimates. Hence, we believe the market is likely pricing in further weakness in AAPL as it could significantly underperform the market.</p><p>Investors should note that AAPL traded at FCF yields as high as 11.8% over the past ten years. So, its current FCF yield of 4.64% is nowhere near those levels.</p><h2>Is AAPL Stock A Buy, Sell, Or Hold?</h2><p><i>We revise our rating on AAPL from Buy to Hold.</i> While AAPL could maintain its near-term support and hold its June lows, we are convinced it could underperform the market.</p><p>Therefore, it&#39;s better to reallocate capital to other well-beaten down tech stocks that could outperform, given the prolonged bear market in growth stocks.</p><p>Also, our price action analysis indicates that AAPL has moved decisively into a bearish bias. Therefore, the market could use its current consolidation to distribute the stock further before setting up another bull trap to force a steeper sell-off.</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: Don't Fight Against The Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Don't Fight Against The Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 09:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520995-apple-dont-fight-against-the-market><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Price Action ThesisWe follow up with a detailed price action analysis of Apple Inc. (NASDAQ:AAPL) stock. We posited in our previous update in May that AAPL could bottom soon, given the extent of the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520995-apple-dont-fight-against-the-market\">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/4520995-apple-dont-fight-against-the-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247102405","content_text":"Price Action ThesisWe follow up with a detailed price action analysis of Apple Inc. (NASDAQ:AAPL) stock. We posited in our previous update in May that AAPL could bottom soon, given the extent of the last sell-off. Notably, it formed a validated bear trap (significant rejection of selling momentum), corroborating its May bottom.However, another June sell-off soon took out its May lows, which invalidated its bear trap. As a result, we revisited our price action thesis and realized we had been wrong on AAPL stock. We revised our rating to Buy too early in 2022, as AAPL formed a double top bull trap (significant rejection of buying momentum) at the end of March.Therefore, instead of turning cautious due to its double top, we kept our Buy rating and executed poorly. Consequently, we are reminded again by the market never to ignore the presence of double tops, as they often portend early warning signals to significant trend reversals.Notwithstanding, AAPL is still holding its June lows. However, we are not convinced that the digestion from its double top has been completed. Also, our reverse cash flow model indicates that AAPL could underperform the market even at the current levels.Accordingly, we believe revising our rating from Buy to Hold is appropriate.AAPL - Trend Has Turned Decisively BearishAAPL price chart (monthly) (TradingView)Despite the steep sell-off from its March double top, AAPL is still in a long-term uptrend. Therefore, we believe some long-term AAPL investors remain unperturbed.However, we urge caution as AAPL's surge from its COVID bottom was too fast, helping the stock outperform the market significantly over the past two years. However, such a massive surge is unsustainable unless the company can continue delivering on massive earnings or free cash flow growth from highly challenging comps.Furthermore, AAPL's price action looks extended. As a result, we believe that the digestion from the double top has not been completed, with steeper sell-offs moving forward.AAPL price chart (weekly) (TradingView)Moving into its weekly chart, we can glean the double top at the end of March. Even though AAPL staged a validated bear trap in May as expected, it has already been invalidated by June's sell-off. Investors are reminded to accord higher precedence to double top price action. Initial bear traps following a double top are usually unreliable.Notwithstanding, AAPL is still holding its June lows, but its momentum has already turned decisively bearish. Therefore, AAPL's bias continues to the downside if it cannot retake its near-term resistance convincingly.Therefore, we will be watching its price action closely. Investors should be prepared for a steep sell-off if it fails its near-term resistance re-test and forms a bull trap.Apple Could Significantly Underperform The MarketApple revenue change % and GAAP EPS change % consensus estimates (S&P Cap IQ)Apple still deserves plaudits for its impressive EPS growth, as seen above. Despite tepid revenue growth metrics, it has consistently posted more robust EPS growth, supported by its stock repurchase programs.Notwithstanding, Apple's revenue growth is expected to moderate significantly over the next few years. Moreover, its EPS growth is projected to slow considerably as it laps increasingly challenging comps. Hence, unless Apple can deliver something massive that can move the needle (Apple car?), it's challenging to expect Apple to outperform the market moving forward.Apple EBIT margins % and FCF margins % consensus estimates (S&P Cap IQ)Notwithstanding, Apple is a massive cash flow machine, converting most of its EBIT profitability into free cash flow (FCF), as seen above. As a result, it's expected to continue underpinning its robust FCF margins despite the slowdown in revenue growth.StockAAPLAssumed entry level$129Hurdle rate (CAGR)22.98%Projection throughCQ4'26Required FCF yield in CQ4'267.14%Assumed TTM FCF margin in CQ4'2627%Implied TTM revenue by CQ4'26$1.4TAAPL reverse cash flow valuation model. Data source: S&P Cap IQ, authorAAPL has outperformed the Invesco QQQ Pacer Swan SOS Fund of Funds ETF|ETF (QQQ) over the past five to ten years. It delivered a 5Y total return CAGR of 31.84% (Vs. QQQ's 15.99%). It also posted a 10Y total return CAGR of 22.98% (Vs. QQQ's 17.52%).Therefore, to make sense of whether the market expects AAPL to outperform moving ahead, we used an assumed entry price of $129 (near-term support). We also applied a hurdle rate of 22.98% (equivalent to its 10Y average performance) and used the 10Y mean of its FCF yield of 7.14%.As a result, we require Apple to post revenue of $1.4T by CQ4'26, which is \"impossible,\" based on the current consensus estimates. Hence, we believe the market is likely pricing in further weakness in AAPL as it could significantly underperform the market.Investors should note that AAPL traded at FCF yields as high as 11.8% over the past ten years. So, its current FCF yield of 4.64% is nowhere near those levels.Is AAPL Stock A Buy, Sell, Or Hold?We revise our rating on AAPL from Buy to Hold. While AAPL could maintain its near-term support and hold its June lows, we are convinced it could underperform the market.Therefore, it's better to reallocate capital to other well-beaten down tech stocks that could outperform, given the prolonged bear market in growth stocks.Also, our price action analysis indicates that AAPL has moved decisively into a bearish bias. Therefore, the market could use its current consolidation to distribute the stock further before setting up another bull trap to force a steeper sell-off.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042995927,"gmtCreate":1656418237469,"gmtModify":1676535824008,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Snow season&nbsp;","listText":"Snow season&nbsp;","text":"Snow season","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042995927","repostId":"1178214955","repostType":2,"repost":{"id":"1178214955","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1656417889,"share":"https://www.laohu8.com/m/news/1178214955?lang=&edition=full","pubTime":"2022-06-28 20:04","market":"us","language":"en","title":"Pre-Bell｜U.S. Stock Futures Rose; Trip.com Rallied 16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178214955","media":"Tiger Newspress","summary":"Travel and leisure shares propped up U.S. stock index futures after China relaxed some COVID-19 quar","content":"<html><head></head><body><p>Travel and leisure shares propped up U.S. stock index futures after China relaxed some COVID-19 quarantine requirements for international travelers, raising hopes of a revival in global growth.</p><p><b>Market Snapshot</b></p><p>At 8:05 a.m. ET, Dow e-minis were up 199 points, or 0.63%, S&amp;P 500 e-minis were up 23 points, or 0.59%, and Nasdaq 100 e-minis were up 58.75 points, or 0.49%.</p><p><img src=\"https://static.tigerbbs.com/3c0571fd5755f3b3bd06829578dd2097\" tg-width=\"291\" tg-height=\"122\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p>Nike(NKE) – Nike fell 2.4% in premarket trading despite reportingbetter-than-expected quarterly profit and revenue. The athletic apparel and footwear maker forecast current-quarter revenue below analysts’ estimates amid increased promotional activity and ongoing disruptions in its profitable Chia market.</p><p>Spirit Airlines(SAVE) – Spirit added 4% in the premarket as the battle to buy the airline intensifies.JetBlue(JBLU) responded toFrontier Group’s(ULCC) latest improved offer bysweetening its own bid, adding a monthly pre-payment of 10 cents per share between January 2023 and the deal’s close, as well as a $50 million breakup fee increase to $400 million and a $2.50 per share payment when the deal is approved. Frontier rose 2.7%, while JetBlue edged lower by 0.3%.</p><p>Morgan Stanley(MS),Goldman Sachs(GS),Bank of America(BAC),Wells Fargo(WFC) – These banksraised their dividendsafter passing their annual stress tests, butJPMorgan Chase(JPM) andCitigroup(C) kept their payouts flat. Morgan Stanley gained 3.3% in premarket action, Goldman rose 1.7%, Bank of America added 1.1% and Wells Fargo gained 0.7%.</p><p>Occidental Petroleum(OXY) – Occidental Petroleum gained 4% in premarket trading afterBerkshire Hathaway(BRK.B) revealed additional purchases of Occidental Petroleum shares, increasing its stake to 16.4%.</p><p>Jefferies Financial(JEF) – Jefferies slid 4.4% in the premarket after quarterly profit fell short of analysts’ forecasts, although the investment firm’s revenue did exceed estimates. Revenue was down 30% from a year ago amid what Jefferies calls a “challenging” capital markets environment.</p><p>Las Vegas Sands(LVS),Wynn Resorts(WYNN) – Shares of the casino operators moved higher in the premarket as China eased Covid-19 quarantine rules for international arrivals. Las Vegas Sands rallied 6.3%, while Wynn Resorts jumped 6.5%.</p><p>Playtika(PLTK) – The Israel-based mobile game developer saw its shares rise 3.2% in premarket trading following an Axios report that Joffre Capital was buying a majority stake.</p><p>Roivant Sciences(ROIV) – Shares of the biopharmaceutical company jumped 7.9% in the premarket after it unveiled a new biotech company called Priovant Therapeutics in partnership withPfizer(PFE). Pfizer will hold a 25% stake in Priovant, which will focus on novel therapies for autoimmune diseases.</p><p>Snowflake(SNOW) – Snowflake gained 3.4% in premarket action after Jefferies upgraded the cloud computing company’s stock to “buy” from “hold.” Jefferies likes Snowflake’s growth potential and noted its “rock solid” fundamentals and “near flawless” execution. Snowflake had gained more than 32% during a five-session win streak before retreating 2.2% yesterday.</p><p>Trip.com (NASDAQ:TCOM)rallied 16% in early premarket trade until noon as the company experienced solid growth of travel demand in the global markets, especially across Europe and the Asia Pacific amid countries easing travel restrictions.</p><p><b>Market News</b></p><p><b>China cuts COVID quarantine time for international travellers</b></p><p>China will halve to seven days its COVID-19 quarantine period for visitors from overseas, with a further three days spent at home, health authorities said on Tuesday.</p><p>The change came in the National Health Commission&#39;s latest guideline on measures against the disease.</p><p><b>Berkshire Holds 16.4% of Occidental Petroleum After Recent Purchase</b></p><p>Berkshire Hathaway continued to add to its stake in Occidental Petroleum, buying 794,000 shares this past Thursday, according to a filing late Monday.</p><p>Berkshire Hathaway (Ticker BRK/A, BRK/B) led by CEO Warren Buffett had purchased a total of 9.5 million shares on June 17 and June 22. Berkshire&#39;s stake in Occidental Petroleum (OXY) now totals 153.5 million shares and is worth $9 billion.</p><p><b>TSMC to initiate about 6% price hike in 2023</b></p><p>TSMC has determined that prices for most of its manufacturing processes will rise about 6% starting January 2023, despite concerns raised recently about a potentially disappointing second half of 2022 for a number of end markets, according to industry sources.</p><p><b>Elon Musk Has Twitter’s Data, but Getting Answers on Spam Accounts May Be Tougher</b></p><p>Elon Muskhas gained access to the Twitter data that he said was needed to complete his $44 billion acquisition, but data scientists and specialists doubt the stream will provide the conclusive answers he seeks about the number of phony accounts on the platform.</p><p>After somelegal back-and-forthbetween the two sides, Twitter in recent weeks provided Mr. Musk with historical tweet data and access to its so-called fire hose of tweets, people familiar with the matter said. That fire hose shows the full flood of all tweets—people post hundreds of millions of times a day on the platform, according to the company—in near real time.</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>Pre-Bell｜U.S. Stock Futures Rose; Trip.com Rallied 16%</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\">\nPre-Bell｜U.S. Stock Futures Rose; Trip.com Rallied 16%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-28 20:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Travel and leisure shares propped up U.S. stock index futures after China relaxed some COVID-19 quarantine requirements for international travelers, raising hopes of a revival in global growth.</p><p><b>Market Snapshot</b></p><p>At 8:05 a.m. ET, Dow e-minis were up 199 points, or 0.63%, S&amp;P 500 e-minis were up 23 points, or 0.59%, and Nasdaq 100 e-minis were up 58.75 points, or 0.49%.</p><p><img src=\"https://static.tigerbbs.com/3c0571fd5755f3b3bd06829578dd2097\" tg-width=\"291\" tg-height=\"122\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p>Nike(NKE) – Nike fell 2.4% in premarket trading despite reportingbetter-than-expected quarterly profit and revenue. The athletic apparel and footwear maker forecast current-quarter revenue below analysts’ estimates amid increased promotional activity and ongoing disruptions in its profitable Chia market.</p><p>Spirit Airlines(SAVE) – Spirit added 4% in the premarket as the battle to buy the airline intensifies.JetBlue(JBLU) responded toFrontier Group’s(ULCC) latest improved offer bysweetening its own bid, adding a monthly pre-payment of 10 cents per share between January 2023 and the deal’s close, as well as a $50 million breakup fee increase to $400 million and a $2.50 per share payment when the deal is approved. Frontier rose 2.7%, while JetBlue edged lower by 0.3%.</p><p>Morgan Stanley(MS),Goldman Sachs(GS),Bank of America(BAC),Wells Fargo(WFC) – These banksraised their dividendsafter passing their annual stress tests, butJPMorgan Chase(JPM) andCitigroup(C) kept their payouts flat. Morgan Stanley gained 3.3% in premarket action, Goldman rose 1.7%, Bank of America added 1.1% and Wells Fargo gained 0.7%.</p><p>Occidental Petroleum(OXY) – Occidental Petroleum gained 4% in premarket trading afterBerkshire Hathaway(BRK.B) revealed additional purchases of Occidental Petroleum shares, increasing its stake to 16.4%.</p><p>Jefferies Financial(JEF) – Jefferies slid 4.4% in the premarket after quarterly profit fell short of analysts’ forecasts, although the investment firm’s revenue did exceed estimates. Revenue was down 30% from a year ago amid what Jefferies calls a “challenging” capital markets environment.</p><p>Las Vegas Sands(LVS),Wynn Resorts(WYNN) – Shares of the casino operators moved higher in the premarket as China eased Covid-19 quarantine rules for international arrivals. Las Vegas Sands rallied 6.3%, while Wynn Resorts jumped 6.5%.</p><p>Playtika(PLTK) – The Israel-based mobile game developer saw its shares rise 3.2% in premarket trading following an Axios report that Joffre Capital was buying a majority stake.</p><p>Roivant Sciences(ROIV) – Shares of the biopharmaceutical company jumped 7.9% in the premarket after it unveiled a new biotech company called Priovant Therapeutics in partnership withPfizer(PFE). Pfizer will hold a 25% stake in Priovant, which will focus on novel therapies for autoimmune diseases.</p><p>Snowflake(SNOW) – Snowflake gained 3.4% in premarket action after Jefferies upgraded the cloud computing company’s stock to “buy” from “hold.” Jefferies likes Snowflake’s growth potential and noted its “rock solid” fundamentals and “near flawless” execution. Snowflake had gained more than 32% during a five-session win streak before retreating 2.2% yesterday.</p><p>Trip.com (NASDAQ:TCOM)rallied 16% in early premarket trade until noon as the company experienced solid growth of travel demand in the global markets, especially across Europe and the Asia Pacific amid countries easing travel restrictions.</p><p><b>Market News</b></p><p><b>China cuts COVID quarantine time for international travellers</b></p><p>China will halve to seven days its COVID-19 quarantine period for visitors from overseas, with a further three days spent at home, health authorities said on Tuesday.</p><p>The change came in the National Health Commission&#39;s latest guideline on measures against the disease.</p><p><b>Berkshire Holds 16.4% of Occidental Petroleum After Recent Purchase</b></p><p>Berkshire Hathaway continued to add to its stake in Occidental Petroleum, buying 794,000 shares this past Thursday, according to a filing late Monday.</p><p>Berkshire Hathaway (Ticker BRK/A, BRK/B) led by CEO Warren Buffett had purchased a total of 9.5 million shares on June 17 and June 22. Berkshire&#39;s stake in Occidental Petroleum (OXY) now totals 153.5 million shares and is worth $9 billion.</p><p><b>TSMC to initiate about 6% price hike in 2023</b></p><p>TSMC has determined that prices for most of its manufacturing processes will rise about 6% starting January 2023, despite concerns raised recently about a potentially disappointing second half of 2022 for a number of end markets, according to industry sources.</p><p><b>Elon Musk Has Twitter’s Data, but Getting Answers on Spam Accounts May Be Tougher</b></p><p>Elon Muskhas gained access to the Twitter data that he said was needed to complete his $44 billion acquisition, but data scientists and specialists doubt the stream will provide the conclusive answers he seeks about the number of phony accounts on the platform.</p><p>After somelegal back-and-forthbetween the two sides, Twitter in recent weeks provided Mr. Musk with historical tweet data and access to its so-called fire hose of tweets, people familiar with the matter said. That fire hose shows the full flood of all tweets—people post hundreds of millions of times a day on the platform, according to the company—in near real time.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178214955","content_text":"Travel and leisure shares propped up U.S. stock index futures after China relaxed some COVID-19 quarantine requirements for international travelers, raising hopes of a revival in global growth.Market SnapshotAt 8:05 a.m. ET, Dow e-minis were up 199 points, or 0.63%, S&P 500 e-minis were up 23 points, or 0.59%, and Nasdaq 100 e-minis were up 58.75 points, or 0.49%.Pre-Market MoversNike(NKE) – Nike fell 2.4% in premarket trading despite reportingbetter-than-expected quarterly profit and revenue. The athletic apparel and footwear maker forecast current-quarter revenue below analysts’ estimates amid increased promotional activity and ongoing disruptions in its profitable Chia market.Spirit Airlines(SAVE) – Spirit added 4% in the premarket as the battle to buy the airline intensifies.JetBlue(JBLU) responded toFrontier Group’s(ULCC) latest improved offer bysweetening its own bid, adding a monthly pre-payment of 10 cents per share between January 2023 and the deal’s close, as well as a $50 million breakup fee increase to $400 million and a $2.50 per share payment when the deal is approved. Frontier rose 2.7%, while JetBlue edged lower by 0.3%.Morgan Stanley(MS),Goldman Sachs(GS),Bank of America(BAC),Wells Fargo(WFC) – These banksraised their dividendsafter passing their annual stress tests, butJPMorgan Chase(JPM) andCitigroup(C) kept their payouts flat. Morgan Stanley gained 3.3% in premarket action, Goldman rose 1.7%, Bank of America added 1.1% and Wells Fargo gained 0.7%.Occidental Petroleum(OXY) – Occidental Petroleum gained 4% in premarket trading afterBerkshire Hathaway(BRK.B) revealed additional purchases of Occidental Petroleum shares, increasing its stake to 16.4%.Jefferies Financial(JEF) – Jefferies slid 4.4% in the premarket after quarterly profit fell short of analysts’ forecasts, although the investment firm’s revenue did exceed estimates. Revenue was down 30% from a year ago amid what Jefferies calls a “challenging” capital markets environment.Las Vegas Sands(LVS),Wynn Resorts(WYNN) – Shares of the casino operators moved higher in the premarket as China eased Covid-19 quarantine rules for international arrivals. Las Vegas Sands rallied 6.3%, while Wynn Resorts jumped 6.5%.Playtika(PLTK) – The Israel-based mobile game developer saw its shares rise 3.2% in premarket trading following an Axios report that Joffre Capital was buying a majority stake.Roivant Sciences(ROIV) – Shares of the biopharmaceutical company jumped 7.9% in the premarket after it unveiled a new biotech company called Priovant Therapeutics in partnership withPfizer(PFE). Pfizer will hold a 25% stake in Priovant, which will focus on novel therapies for autoimmune diseases.Snowflake(SNOW) – Snowflake gained 3.4% in premarket action after Jefferies upgraded the cloud computing company’s stock to “buy” from “hold.” Jefferies likes Snowflake’s growth potential and noted its “rock solid” fundamentals and “near flawless” execution. Snowflake had gained more than 32% during a five-session win streak before retreating 2.2% yesterday.Trip.com (NASDAQ:TCOM)rallied 16% in early premarket trade until noon as the company experienced solid growth of travel demand in the global markets, especially across Europe and the Asia Pacific amid countries easing travel restrictions.Market NewsChina cuts COVID quarantine time for international travellersChina will halve to seven days its COVID-19 quarantine period for visitors from overseas, with a further three days spent at home, health authorities said on Tuesday.The change came in the National Health Commission's latest guideline on measures against the disease.Berkshire Holds 16.4% of Occidental Petroleum After Recent PurchaseBerkshire Hathaway continued to add to its stake in Occidental Petroleum, buying 794,000 shares this past Thursday, according to a filing late Monday.Berkshire Hathaway (Ticker BRK/A, BRK/B) led by CEO Warren Buffett had purchased a total of 9.5 million shares on June 17 and June 22. Berkshire's stake in Occidental Petroleum (OXY) now totals 153.5 million shares and is worth $9 billion.TSMC to initiate about 6% price hike in 2023TSMC has determined that prices for most of its manufacturing processes will rise about 6% starting January 2023, despite concerns raised recently about a potentially disappointing second half of 2022 for a number of end markets, according to industry sources.Elon Musk Has Twitter’s Data, but Getting Answers on Spam Accounts May Be TougherElon Muskhas gained access to the Twitter data that he said was needed to complete his $44 billion acquisition, but data scientists and specialists doubt the stream will provide the conclusive answers he seeks about the number of phony accounts on the platform.After somelegal back-and-forthbetween the two sides, Twitter in recent weeks provided Mr. Musk with historical tweet data and access to its so-called fire hose of tweets, people familiar with the matter said. That fire hose shows the full flood of all tweets—people post hundreds of millions of times a day on the platform, according to the company—in near real time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046446900,"gmtCreate":1656380239700,"gmtModify":1676535818076,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Alphabet and the captial T","listText":"Alphabet and the captial T","text":"Alphabet and the captial T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046446900","repostId":"2246723138","repostType":4,"repost":{"id":"2246723138","pubTimestamp":1656389023,"share":"https://www.laohu8.com/m/news/2246723138?lang=&edition=full","pubTime":"2022-06-28 12:03","market":"us","language":"en","title":"Better Stock-Split Buy: Alphabet Or Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2246723138","media":"Motley Fool","summary":"These titans will be splitting their stocks shortly. But which one will outperform in the long run?","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Stock splits are fun, but company performances will drive investor profits.</li><li>The economy is top of mind as inflation is running at a 40-year high.</li><li>Concerns and opportunities abound for these two industry leaders.</li></ul><p>Stock splits generate a ton of excitement among investors. A stock split does not directly affect the value of an investor&#39;s holdings but opens up other opportunities. There is often a lot of stock-price movement around the announcement and split dates. But what about afterward? Once the excitement dies down, the stock will start trading on economics again. With this in mind, which of these juggernauts is the better long-term play?</p><p><b>Alphabet</b>, the parent company of Google, and <b>Tesla</b> are on the clock, with Alphabet&#39;s 20-for-1 split coming up on July 1 and Tesla&#39;s date still to be determined. Tesla will hold its shareholder meeting on August 4th when it is expected a 3-for-1 split will be approved. The execution of the split will likely follow shortly after. Based on recent prices, Alphabet will trade in the range of $115 per share and Tesla around $240 per share post-split. This could change drastically in today&#39;s topsy turvy market, of course.</p><p><b>What is the outlook for Alphabet?</b></p><p>Alphabet had a tremendous 2021 by nearly any measure. As shown below, sales and cash from operations rose 41% to $257.6 billion and $91.7 billion, respectively. And the company&#39;s diluted earnings per share (EPS) reached $112.20 on over 90% growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6aa04d417c4ecae043384597580febe\" tg-width=\"2000\" tg-height=\"453\" referrerpolicy=\"no-referrer\"/><span>DATA SOURCE: ALPHABET. CHART BY AUTHOR.</span></p><p>The company followed up this performance with a strong first-quarter 2022 in which sales, cash from operations, and EPS increased year over year. But what about the future? With a potential recession around the corner, investors are rightly concerned that ad budgets will be cut, which could hurt Alphabet&#39;s results.</p><p>Alphabet has a few aces up its sleeve to weather an economic slowdown. First, Google Search currently holds a market share of over 85%,according to Statista. The Federal Trade Commission (FTC) believes it is a monopoly, but unless Congress passes comprehensive legislation, Alphabet will continue to dominate. This gives the company tremendous pricing power, which is critical to maintaining profitability.</p><p>Alphabet also has two other fast-growing revenue streams in YouTube and the Google Cloud. YouTube revenues spiked 46% in 2021 partly due to people staying in more due to COVID-19. The growth slowed to 14% year over year in Q1 2022 as the pandemic waned, but the upward trend remains.</p><p>Google Cloud may be the most important segment to watch moving forward. This segment competes with <b>Amazon</b>&#39;s Amazon Web Services (AWS) and <b>Microsoft</b>&#39;s Azure. Cloud computing is expected to continue its explosive growth in the foreseeable future. Sales for Google Cloud grew 47% in 2021 to $19.2 billion. The rub is that this segment isn&#39;t profitable, while AWS produces enormous operating profits for Amazon. If Alphabet can scale to profitability, it will be a giant boon for profits and shareholders.</p><p>On the valuation front, Alphabet trades for its lowest price-to-earnings (P/E) ratio since the beginning of 2019, as shown below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/832b194f1b0667c75fe5e1101259d5fc\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>GOOG PE RATIO DATA BY YCHARTS.</span></p><p>Even if the company experiences short-term headwinds, this price looks enticing for long-term investors.</p><p><b>What is the outlook for Tesla?</b></p><p>Let&#39;s face it, whatever we think of Tesla&#39;s valuation (it&#39;s high!) or outspoken CEO Elon Musk (he&#39;s polarizing!), the company&#39;s rise has been absolutely phenomenal. And shareholders have been richly rewarded. An investment of $10,000 in Tesla stock 10 years ago would be worth over $1 million today, while the same investment five years ago would be worth more than $95,000.</p><p>There are positive and negative factors on the horizon for Tesla. Gas prices are shocking Americans at the pump. This could lead many to consider an electric vehicle maybe for the first time. Tesla is experiencing massive demand already, with many cars sold out until 2023.</p><p>The big question is whether this demand can continue in a potential recession.</p><p>Consumer sentiment is generally a leading indicator of upcoming consumer spending. As shown below, sentiment is not only lower than in March 2020, but it is far lower than even during the Great Recession. This is disturbing for any company that relies upon consumer spending.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41bff0dde3b248b2b94f3636bc6eb00b\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>US INDEX OF CONSUMER SENTIMENT DATA BY YCHARTS.</span></p><p>Competition is heating up. For years, Tesla has enjoyed an incredible first-mover advantage. Tesla was laser-focused on electric vehicles while other automakers scuffled along. That&#39;s changing quickly as traditional automakers invest billions in electrifying large parts of their fleets in the coming years.</p><p>The final concern is the valuation. Tesla has a larger market cap than the following seven largest automakers combined. Tesla crushes most of these on growth and profitability, and investors have been willing to pay a premium on the stock for years. Still, caution is warranted with an economic storm on the horizon. Companies with high valuations may fare worse than others.</p><p><b>Which has the stronger bull case?</b></p><p>Alphabet has a few advantages over Tesla in an inflationary environment and with an economic slowdown likely. Alphabet relies on business spending while Tesla relies on consumers. Business spending may prove more durable because advertisers must continue to invest to grab limited consumer dollars. Due to inflation, Tesla also has to contend with rising costs for raw materials. One of Tesla&#39;s draws is its profitability, and its margins could be crimped. A manufacturing company will be more affected by this than a tech company.</p><p>This all adds up to Alphabet stock being the better bet currently. That said, Tesla likely has a higher long-term ceiling but much more risk. Long-term investors could consider both stocks and weigh them according to their risk tolerance.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Stock-Split Buy: Alphabet Or Tesla?</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\">\nBetter Stock-Split Buy: Alphabet Or Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-28 12:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSStock splits are fun, but company performances will drive investor profits.The economy is top of mind as inflation is running at a 40-year high.Concerns and opportunities abound for these ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","TSLA":"特斯拉","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246723138","content_text":"KEY POINTSStock splits are fun, but company performances will drive investor profits.The economy is top of mind as inflation is running at a 40-year high.Concerns and opportunities abound for these two industry leaders.Stock splits generate a ton of excitement among investors. A stock split does not directly affect the value of an investor's holdings but opens up other opportunities. There is often a lot of stock-price movement around the announcement and split dates. But what about afterward? Once the excitement dies down, the stock will start trading on economics again. With this in mind, which of these juggernauts is the better long-term play?Alphabet, the parent company of Google, and Tesla are on the clock, with Alphabet's 20-for-1 split coming up on July 1 and Tesla's date still to be determined. Tesla will hold its shareholder meeting on August 4th when it is expected a 3-for-1 split will be approved. The execution of the split will likely follow shortly after. Based on recent prices, Alphabet will trade in the range of $115 per share and Tesla around $240 per share post-split. This could change drastically in today's topsy turvy market, of course.What is the outlook for Alphabet?Alphabet had a tremendous 2021 by nearly any measure. As shown below, sales and cash from operations rose 41% to $257.6 billion and $91.7 billion, respectively. And the company's diluted earnings per share (EPS) reached $112.20 on over 90% growth.DATA SOURCE: ALPHABET. CHART BY AUTHOR.The company followed up this performance with a strong first-quarter 2022 in which sales, cash from operations, and EPS increased year over year. But what about the future? With a potential recession around the corner, investors are rightly concerned that ad budgets will be cut, which could hurt Alphabet's results.Alphabet has a few aces up its sleeve to weather an economic slowdown. First, Google Search currently holds a market share of over 85%,according to Statista. The Federal Trade Commission (FTC) believes it is a monopoly, but unless Congress passes comprehensive legislation, Alphabet will continue to dominate. This gives the company tremendous pricing power, which is critical to maintaining profitability.Alphabet also has two other fast-growing revenue streams in YouTube and the Google Cloud. YouTube revenues spiked 46% in 2021 partly due to people staying in more due to COVID-19. The growth slowed to 14% year over year in Q1 2022 as the pandemic waned, but the upward trend remains.Google Cloud may be the most important segment to watch moving forward. This segment competes with Amazon's Amazon Web Services (AWS) and Microsoft's Azure. Cloud computing is expected to continue its explosive growth in the foreseeable future. Sales for Google Cloud grew 47% in 2021 to $19.2 billion. The rub is that this segment isn't profitable, while AWS produces enormous operating profits for Amazon. If Alphabet can scale to profitability, it will be a giant boon for profits and shareholders.On the valuation front, Alphabet trades for its lowest price-to-earnings (P/E) ratio since the beginning of 2019, as shown below.GOOG PE RATIO DATA BY YCHARTS.Even if the company experiences short-term headwinds, this price looks enticing for long-term investors.What is the outlook for Tesla?Let's face it, whatever we think of Tesla's valuation (it's high!) or outspoken CEO Elon Musk (he's polarizing!), the company's rise has been absolutely phenomenal. And shareholders have been richly rewarded. An investment of $10,000 in Tesla stock 10 years ago would be worth over $1 million today, while the same investment five years ago would be worth more than $95,000.There are positive and negative factors on the horizon for Tesla. Gas prices are shocking Americans at the pump. This could lead many to consider an electric vehicle maybe for the first time. Tesla is experiencing massive demand already, with many cars sold out until 2023.The big question is whether this demand can continue in a potential recession.Consumer sentiment is generally a leading indicator of upcoming consumer spending. As shown below, sentiment is not only lower than in March 2020, but it is far lower than even during the Great Recession. This is disturbing for any company that relies upon consumer spending.US INDEX OF CONSUMER SENTIMENT DATA BY YCHARTS.Competition is heating up. For years, Tesla has enjoyed an incredible first-mover advantage. Tesla was laser-focused on electric vehicles while other automakers scuffled along. That's changing quickly as traditional automakers invest billions in electrifying large parts of their fleets in the coming years.The final concern is the valuation. Tesla has a larger market cap than the following seven largest automakers combined. Tesla crushes most of these on growth and profitability, and investors have been willing to pay a premium on the stock for years. Still, caution is warranted with an economic storm on the horizon. Companies with high valuations may fare worse than others.Which has the stronger bull case?Alphabet has a few advantages over Tesla in an inflationary environment and with an economic slowdown likely. Alphabet relies on business spending while Tesla relies on consumers. Business spending may prove more durable because advertisers must continue to invest to grab limited consumer dollars. Due to inflation, Tesla also has to contend with rising costs for raw materials. One of Tesla's draws is its profitability, and its margins could be crimped. A manufacturing company will be more affected by this than a tech company.This all adds up to Alphabet stock being the better bet currently. That said, Tesla likely has a higher long-term ceiling but much more risk. Long-term investors could consider both stocks and weigh them according to their risk tolerance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046691273,"gmtCreate":1656337378892,"gmtModify":1676535808579,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Big Bear, small Bull trap&nbsp;","listText":"Big Bear, small Bull trap&nbsp;","text":"Big Bear, small Bull trap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046691273","repostId":"1183803255","repostType":2,"repost":{"id":"1183803255","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1656336760,"share":"https://www.laohu8.com/m/news/1183803255?lang=&edition=full","pubTime":"2022-06-27 21:32","market":"us","language":"en","title":"S&P 500 Rises as Stocks Look to Extend Their Rally from Bear Market Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=1183803255","media":"Tiger Newspress","summary":"U.S. stocks rose on Monday morning following a major rebound last week from this year’s steep declin","content":"<html><head></head><body><p>U.S. stocks rose on Monday morning following a major rebound last week from this year’s steep declines. Despite the bounce, Wall Street is preparing to wrap up the worst first half for stocks in decades.</p><p>The Dow Jones Industrial Average rose 0.13%, or 40 points. The S&amp;P 500 gained 0.23%, and the Nasdaq Composite advanced 0.27%.</p><p>Those moves followed a major comeback week that saw the Dow industrials jump more than 800 points, or 2.7%. The S&amp;P 500 popped 3.1%, and the Nasdaq Composite surged 3.3%.</p><p>Those gains helped the major averages post their first positive week since May. The Dow climbed 5.4% last week. The S&amp;P 500 increased 6.5%, and the Nasdaq Composite gained 7.5%.</p><p>The S&amp;P 500 is up 7.5% since hitting a bear-market low in mid-June, although the benchmark is still off 19% from its high and 18% since the year began.</p><p>Market participants continued to assess whether stocks have found a bottom, or are instead just briefly rebounding from oversold conditions. Stocks could continue to get a lift in the near term this week, as investors rebalance their holdings for the quarter-end.</p><p>The market volatility isn’t over yet, however, UBS equity strategist Christopher Swann said in a note Monday.</p><p>“The concerns that caused the index to fall into bear market territory earlier in June have not gone away—including worries over the pace of rate rises, the threat of recession, and political risks,” he said. “While the most probable single scenario, in our view, would feature an economic soft landing and market stabilization, sentiment is likely to remain fickle, and this is not a market to position for any one scenario with high conviction.”</p><p>BioNTech shares advanced almost 3% after the drug maker said its Omicron-based Covid-19 booster generates an improved immune response against that variant.</p><p>Meanwhile, shares of Spirit Airlines fell about 5% after the company said it would accept the latest takeover bid from Frontier Group.</p><p>Nike will report earnings for its fiscal fourth quarter after the bell Monday, ahead of a handful of other key reporters this week including Bed Bath &amp; Beyond, General Mills, Constellation Brands and Walgreens.</p><p>On the economic front, Wall Street is expecting the latest reading of durable goods orders to come out Monday before the bell.</p><p>Traders are also watching for the pending home sales report, which is expected at 10 a.m. ET on Monday.</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>S&P 500 Rises as Stocks Look to Extend Their Rally from Bear Market Lows</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\">\nS&P 500 Rises as Stocks Look to Extend Their Rally from Bear Market Lows\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-27 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks rose on Monday morning following a major rebound last week from this year’s steep declines. Despite the bounce, Wall Street is preparing to wrap up the worst first half for stocks in decades.</p><p>The Dow Jones Industrial Average rose 0.13%, or 40 points. The S&amp;P 500 gained 0.23%, and the Nasdaq Composite advanced 0.27%.</p><p>Those moves followed a major comeback week that saw the Dow industrials jump more than 800 points, or 2.7%. The S&amp;P 500 popped 3.1%, and the Nasdaq Composite surged 3.3%.</p><p>Those gains helped the major averages post their first positive week since May. The Dow climbed 5.4% last week. The S&amp;P 500 increased 6.5%, and the Nasdaq Composite gained 7.5%.</p><p>The S&amp;P 500 is up 7.5% since hitting a bear-market low in mid-June, although the benchmark is still off 19% from its high and 18% since the year began.</p><p>Market participants continued to assess whether stocks have found a bottom, or are instead just briefly rebounding from oversold conditions. Stocks could continue to get a lift in the near term this week, as investors rebalance their holdings for the quarter-end.</p><p>The market volatility isn’t over yet, however, UBS equity strategist Christopher Swann said in a note Monday.</p><p>“The concerns that caused the index to fall into bear market territory earlier in June have not gone away—including worries over the pace of rate rises, the threat of recession, and political risks,” he said. “While the most probable single scenario, in our view, would feature an economic soft landing and market stabilization, sentiment is likely to remain fickle, and this is not a market to position for any one scenario with high conviction.”</p><p>BioNTech shares advanced almost 3% after the drug maker said its Omicron-based Covid-19 booster generates an improved immune response against that variant.</p><p>Meanwhile, shares of Spirit Airlines fell about 5% after the company said it would accept the latest takeover bid from Frontier Group.</p><p>Nike will report earnings for its fiscal fourth quarter after the bell Monday, ahead of a handful of other key reporters this week including Bed Bath &amp; Beyond, General Mills, Constellation Brands and Walgreens.</p><p>On the economic front, Wall Street is expecting the latest reading of durable goods orders to come out Monday before the bell.</p><p>Traders are also watching for the pending home sales report, which is expected at 10 a.m. ET on Monday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183803255","content_text":"U.S. stocks rose on Monday morning following a major rebound last week from this year’s steep declines. Despite the bounce, Wall Street is preparing to wrap up the worst first half for stocks in decades.The Dow Jones Industrial Average rose 0.13%, or 40 points. The S&P 500 gained 0.23%, and the Nasdaq Composite advanced 0.27%.Those moves followed a major comeback week that saw the Dow industrials jump more than 800 points, or 2.7%. The S&P 500 popped 3.1%, and the Nasdaq Composite surged 3.3%.Those gains helped the major averages post their first positive week since May. The Dow climbed 5.4% last week. The S&P 500 increased 6.5%, and the Nasdaq Composite gained 7.5%.The S&P 500 is up 7.5% since hitting a bear-market low in mid-June, although the benchmark is still off 19% from its high and 18% since the year began.Market participants continued to assess whether stocks have found a bottom, or are instead just briefly rebounding from oversold conditions. Stocks could continue to get a lift in the near term this week, as investors rebalance their holdings for the quarter-end.The market volatility isn’t over yet, however, UBS equity strategist Christopher Swann said in a note Monday.“The concerns that caused the index to fall into bear market territory earlier in June have not gone away—including worries over the pace of rate rises, the threat of recession, and political risks,” he said. “While the most probable single scenario, in our view, would feature an economic soft landing and market stabilization, sentiment is likely to remain fickle, and this is not a market to position for any one scenario with high conviction.”BioNTech shares advanced almost 3% after the drug maker said its Omicron-based Covid-19 booster generates an improved immune response against that variant.Meanwhile, shares of Spirit Airlines fell about 5% after the company said it would accept the latest takeover bid from Frontier Group.Nike will report earnings for its fiscal fourth quarter after the bell Monday, ahead of a handful of other key reporters this week including Bed Bath & Beyond, General Mills, Constellation Brands and Walgreens.On the economic front, Wall Street is expecting the latest reading of durable goods orders to come out Monday before the bell.Traders are also watching for the pending home sales report, which is expected at 10 a.m. ET on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046129160,"gmtCreate":1656314045250,"gmtModify":1676535804641,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Just yesterday I read recommendations for Amazon, Disney and Ford. This is confusing","listText":"Just yesterday I read recommendations for Amazon, Disney and Ford. This is confusing","text":"Just yesterday I read recommendations for Amazon, Disney and Ford. This is confusing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046129160","repostId":"1160225697","repostType":2,"repost":{"id":"1160225697","pubTimestamp":1656311088,"share":"https://www.laohu8.com/m/news/1160225697?lang=&edition=full","pubTime":"2022-06-27 14:24","market":"us","language":"en","title":"7 Blue-Chip Stocks to Avoid in a Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1160225697","media":"InvestorPlace","summary":"These stocks do not live up to their blue-chip name","content":"<html><head></head><body><ul><li><b>Amazon.com</b> (<b><u>AMZN</u></b>) – Inflation hurts Amazon customer income levels, weakening online order levels.</li><li><b>Disney</b> (<b><u>DIS</u></b>) – Executive management shuffle is worrisome.</li><li><b>Ford Motor</b> (<b><u>F</u></b>) – Mach-E recall is a severe negative development.</li><li><b>General Motors</b> (<b><u>GM</u></b>) – Hummer EV price hike and Bolt EV price cut send mixed messages.</li><li><b>Home Depot</b> (<b><u>HD</u></b>) – plunging housing market will hurt home improvement demand.</li><li><b>JPMorgan Chase</b> (<b><u>JPM</u></b>) – interest income does not offset fintech bank losses.</li><li><b>Walmart</b> (<b><u>WMT</u></b>) – High inventories will pressure profits.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/630dbaa66c9ee14c4b45e9e853c7bd13\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><span>Source: Shutterstock</span></p><p>In a bear market, not all blue-chip stocks live up to their name. Investors need to identify the blue-chip stocks to avoid in their long-term portfolio. Otherwise, those stocks could lead to bigger losses as the selling pressure intensifies.</p><p>Companies that misjudged the severity of inflation, and what customers wanted, and failed to lighten inventory amid a sudden decline in demand have the highest investment risks. For example, customers may have a medium to very high income but are living paycheck to paycheck.</p><p>They will prioritize paying their mortgage, covering sheltering costs, and having enough income for food first. They may sell their luxury goods and cut spending on discretionary items. Retailers like Walmart, and Home Depot are at risk of profit margins shrinking.</p><p>E-commerce firms are not immune to the slowing economy. Amazon may sell goods at the same price as the physical stores. Consumers who are shopping for food may pick up comparable items at stores. That would hurt Amazon’s sales volumes in 2022.</p><p><img src=\"https://static.tigerbbs.com/a6913495e948d55e389a5e8a5d94b34f\" tg-width=\"293\" tg-height=\"191\" referrerpolicy=\"no-referrer\"/></p><p>In the chart to the right,courtesy of stock rover, a quantitative stock scoring site, few stocks are good quality. Home Depot scores an 83/100 for now. This will worsen as the housing demand crisis worsens in 2022.</p><p>With high priced ticket item category, people will delay purchases of new Ford and General Motors vehicles. Instead of visiting a Disney theme park, they will travel locally.</p><p><b>Amazon.com (AMZN)</b></p><p><b>Amazon.com</b> (NASDAQ:<b><u>AMZN</u></b>) said that customer demand remained strong in the first quarter. The company benefited from continued strength in Prime purchases and levels of usage. Although it did not experience softness, the company is not ignoring the current inflationary headwinds ahead.</p><p>Amazon is bracing for households operating on a tighter budget. It needs to have a product mix that appeals to the everyday consumer. Amazon’s director of investor relations, Dave Fildes, said that it sees around $4 billion in pressure due to higher inflationary pressures and lower productivity. It also expects some fixed cost deleveraging that stretches into the second quarter.</p><p>Amazon has a few advantages over the competition. Its transportation shipping rates are very competitive. By operating an internal shipping system, it can keep realize savings. It has lower costs compared to that of external carriers.</p><p>The company needs to increase employee productivity levels. It ended the first quarter with 1.6 million employees. This is down from its peak of 1.7 million in the period. Due to lower business activity, Amazon needed to lower its headcount. Investors should wait for the company to report higher productivity before considering AMZN stock.</p><p><b>Walt Disney (DIS)</b></p><p><b>Walt Disney</b> (NYSE:<b><u>DIS</u></b>) is stuck in a downtrend that began in November 2021. The bearish stock market is hurting DIS stock. The firm cannot afford weak revenue from its blockbuster titles.</p><p>On June 17, Disney and Pixar’s <i>Lightyear</i> earned $5.2 million in previews. Still, despite competition from<i>Jurassic World Domination</i>and<i>Maverick</i>, the studio should expect revenue of at least $100 million.</p><p>In the television segment, Disney’s executive management shakeup should concern investors. The company abruptly fired executive Peter Rice. It replaced him with Dana Walden. Walden will oversee multiple units. This includes<i>ABC Entertainment</i>,<i>ABC News</i>,<i>Freeform</i>,<i>FX</i>, and<i>Disney Television Studios</i>.</p><p>Peter Rice worked in the industry for more than three decades. The former executive quietly cultivated important relationships with directors and producers. He received only positive feedback from Disney in the past.</p><p>Unfortunately, shareholders need to worry about CEO Bob Chapek. The executive is busy fighting with California and Florida. Disney needs a leader that focuses on developing content that appeals to its audience. For example, customers do not need to pay much for<i>Disney Plus</i>to view Marvel and Star Wars content.</p><p><b>Ford Motor (F)</b></p><p><b>Ford Motor</b>(NYSE:<b><u>F</u></b>) traded at around $24.00 before losing nearly half its value. Thanks to its ownership in <b>Rivian Automotive</b> (NASDAQ:<b><u>RIVN</u></b>), EV investors piled on F stock. When RIVN stock fell from $100, investors sold Ford shares, too.</p><p>Investors ignored the supply chain disruption hurting Ford’s sales volume. At first, investors thought the company could benefit by selling at retail prices without relying on discounts and incentives. They also treated Ford’s 166% year-on-year increase in Mustang Mach-E sales as bullish.</p><p>On June 14, 2022, Ford recalled around 49,000 Mach-Es due to battery safety issues. The recall includes vehicles built between May 27, 2020, and May 24, 2022, built in its Mexico plant. Normally, its strategy of building EVs in low-cost countries would harm quality. This time, the company may issue a fix with software. Still, Ford cannot afford to issue major safety recalls that damage the brand name.</p><p><b>General Motors (GM)</b></p><p>Similar to Ford stock,<b>General Motors</b> (NYSE:<b><u>GM</u></b>) shares are on a downtrend. The automobile maker needs to share rising inflationary costs with customers. GMC raised the price of its Hummer EV Pickup and SUV by $6,250.</p><p>GM needs to address a contradiction with its EV strategy. The high price, limited appeal, and high gas requirement forced GM to end production of the gas-powered Hummer after the financial crisis. To increase attention to its EV line-up, it brought back an EV version of the Hummer.</p><p>As one of the most expensive EVs on the market, GM further increased the price. This may have no impact on demand from rich customers. Yet if the cost of commodity parts, logistics, and technology rises further, that may change.</p><p>On June 6, 2022, GM dropped the price of the 2023 Chevy Bolt EUV by $6,300. The base model will cost below $30,000. It is targeting customers who are shunning high gas prices.</p><p>GM’s contradictory strategy may confuse all customers. Until it has a coherent EV plan, investors should avoid GM stock.</p><p><b>Home Depot (HD)</b></p><p>After peaking at over $400, <b>Home Depot</b> (NYSE:<b><u>HD</u></b>) fell as shareholders braced for the impact of higher interest rates hurting home renovations.</p><p>Housing demand will continue its slowdown in 2022. Mortgage financing costs will destroy home sales. Existing homeowners face higher monthly payments. They will have lower disposable income. This will cut their home renovation budgets.</p><p><b>Lowe’s</b> (NYSE:<b><u>LOW</u></b>), like Home Depot, will face similar headwinds from the slowing home demand. Home Depot has limited options available in differentiating its offerings to grow its market share. Both firms will need to adjust for a loss in demand from professional projects.</p><p>HD stock investors will need to wait out the interest rate tightening cycle. Expect the Federal Reserve to raise interest rates next month and again in September. After that, the consumer price index should start falling. Once inflation rates slow, the central bank will stop raising rates. Mortgage rates will stop rising after that.</p><p>Macroeconomic conditions for housing are poor now. HD stock will under-perform.</p><p><b>JPMorgan Chase (JPM)</b></p><p><b>JPMorgan Chase</b> (NYSE:<b><u>JPM</u></b>) will benefit from higher interest rates. It earns more as it raises lending rates. Despite that tailwind, JPM stock is on a downtrend. The bear market is hurting private equity and asset managers. Investors are selling JPMorgan in sympathy to asset managers losing value and investor inflow.</p><p>In May 2022, only 31% of investors voted in favor of giving CEO Jamie Dimon a $52.6 million stock option award. The loss in confidence will limit JPMorgan’s ability to attract talent. Unable to give new hires a generous stock compensation package, JPMorgan needs to rely on current staff to grow.</p><p>To compete with emerging fintech globally, JPMorgan is pushing into international consumer banking. This aggressive strategy is not risk-free. Its digital bank could lose $1 billion. The bank’s international consumer business head, Sanoke Viswanathan, said that the unit would break even by 2027 or as late as 2028.</p><p>Investors will need to discount the bank further if international bank health worsens. The executive might push its break-even target beyond 2028.</p><p><b>Walmart (WMT)</b></p><p><b>Walmart</b>(NYSE:<b><u>WMT</u></b>) increased its inventory after the pandemic in anticipation of strong consumer demand. But in March, demand shrank considerably. Inflation forced Walmart’s customers to prioritize their spending on necessities like food. The company’s warning on high inventory levels sent WMT stock from $150 to $120 on May 17, 2022.</p><p>Walmart’s inventory increased by 32% YOY. It added apparel, electronics, and many other categories of goods that consumers did not want. Investors should expect weak gross margins soon. It will need to mark down prices as it refreshes its inventory with back-to-school items. Later this year, Walmart needs to prepare for the holiday gift-giving season.</p><p>Internationally, Walmart is managing the high inflation levels in Chile. In China, inflation is at its lowest. However, China&#39;s slow progress in lifting lockdowns will hurt Walmart’s international growth.</p><p><i>Wall Street</i> analysts are optimistic about WMT stock. All analysts rate the stock as a buy or a hold,according to<i>Tipranks</i>. Until Walmart’s inv9IJentories fall, the skeptical investor should ignore the average $157 price target.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Blue-Chip Stocks to Avoid in a Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Blue-Chip Stocks to Avoid in a Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-27 14:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/7-blue-chip-stocks-to-avoid-in-a-bear-market/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon.com (AMZN) – Inflation hurts Amazon customer income levels, weakening online order levels.Disney (DIS) – Executive management shuffle is worrisome.Ford Motor (F) – Mach-E recall is a severe ...</p>\n\n<a href=\"https://investorplace.com/2022/06/7-blue-chip-stocks-to-avoid-in-a-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","JPM":"摩根大通","AMZN":"亚马逊","WMT":"沃尔玛","F":"福特汽车","GM":"通用汽车","HD":"家得宝"},"source_url":"https://investorplace.com/2022/06/7-blue-chip-stocks-to-avoid-in-a-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160225697","content_text":"Amazon.com (AMZN) – Inflation hurts Amazon customer income levels, weakening online order levels.Disney (DIS) – Executive management shuffle is worrisome.Ford Motor (F) – Mach-E recall is a severe negative development.General Motors (GM) – Hummer EV price hike and Bolt EV price cut send mixed messages.Home Depot (HD) – plunging housing market will hurt home improvement demand.JPMorgan Chase (JPM) – interest income does not offset fintech bank losses.Walmart (WMT) – High inventories will pressure profits.Source: ShutterstockIn a bear market, not all blue-chip stocks live up to their name. Investors need to identify the blue-chip stocks to avoid in their long-term portfolio. Otherwise, those stocks could lead to bigger losses as the selling pressure intensifies.Companies that misjudged the severity of inflation, and what customers wanted, and failed to lighten inventory amid a sudden decline in demand have the highest investment risks. For example, customers may have a medium to very high income but are living paycheck to paycheck.They will prioritize paying their mortgage, covering sheltering costs, and having enough income for food first. They may sell their luxury goods and cut spending on discretionary items. Retailers like Walmart, and Home Depot are at risk of profit margins shrinking.E-commerce firms are not immune to the slowing economy. Amazon may sell goods at the same price as the physical stores. Consumers who are shopping for food may pick up comparable items at stores. That would hurt Amazon’s sales volumes in 2022.In the chart to the right,courtesy of stock rover, a quantitative stock scoring site, few stocks are good quality. Home Depot scores an 83/100 for now. This will worsen as the housing demand crisis worsens in 2022.With high priced ticket item category, people will delay purchases of new Ford and General Motors vehicles. Instead of visiting a Disney theme park, they will travel locally.Amazon.com (AMZN)Amazon.com (NASDAQ:AMZN) said that customer demand remained strong in the first quarter. The company benefited from continued strength in Prime purchases and levels of usage. Although it did not experience softness, the company is not ignoring the current inflationary headwinds ahead.Amazon is bracing for households operating on a tighter budget. It needs to have a product mix that appeals to the everyday consumer. Amazon’s director of investor relations, Dave Fildes, said that it sees around $4 billion in pressure due to higher inflationary pressures and lower productivity. It also expects some fixed cost deleveraging that stretches into the second quarter.Amazon has a few advantages over the competition. Its transportation shipping rates are very competitive. By operating an internal shipping system, it can keep realize savings. It has lower costs compared to that of external carriers.The company needs to increase employee productivity levels. It ended the first quarter with 1.6 million employees. This is down from its peak of 1.7 million in the period. Due to lower business activity, Amazon needed to lower its headcount. Investors should wait for the company to report higher productivity before considering AMZN stock.Walt Disney (DIS)Walt Disney (NYSE:DIS) is stuck in a downtrend that began in November 2021. The bearish stock market is hurting DIS stock. The firm cannot afford weak revenue from its blockbuster titles.On June 17, Disney and Pixar’s Lightyear earned $5.2 million in previews. Still, despite competition fromJurassic World DominationandMaverick, the studio should expect revenue of at least $100 million.In the television segment, Disney’s executive management shakeup should concern investors. The company abruptly fired executive Peter Rice. It replaced him with Dana Walden. Walden will oversee multiple units. This includesABC Entertainment,ABC News,Freeform,FX, andDisney Television Studios.Peter Rice worked in the industry for more than three decades. The former executive quietly cultivated important relationships with directors and producers. He received only positive feedback from Disney in the past.Unfortunately, shareholders need to worry about CEO Bob Chapek. The executive is busy fighting with California and Florida. Disney needs a leader that focuses on developing content that appeals to its audience. For example, customers do not need to pay much forDisney Plusto view Marvel and Star Wars content.Ford Motor (F)Ford Motor(NYSE:F) traded at around $24.00 before losing nearly half its value. Thanks to its ownership in Rivian Automotive (NASDAQ:RIVN), EV investors piled on F stock. When RIVN stock fell from $100, investors sold Ford shares, too.Investors ignored the supply chain disruption hurting Ford’s sales volume. At first, investors thought the company could benefit by selling at retail prices without relying on discounts and incentives. They also treated Ford’s 166% year-on-year increase in Mustang Mach-E sales as bullish.On June 14, 2022, Ford recalled around 49,000 Mach-Es due to battery safety issues. The recall includes vehicles built between May 27, 2020, and May 24, 2022, built in its Mexico plant. Normally, its strategy of building EVs in low-cost countries would harm quality. This time, the company may issue a fix with software. Still, Ford cannot afford to issue major safety recalls that damage the brand name.General Motors (GM)Similar to Ford stock,General Motors (NYSE:GM) shares are on a downtrend. The automobile maker needs to share rising inflationary costs with customers. GMC raised the price of its Hummer EV Pickup and SUV by $6,250.GM needs to address a contradiction with its EV strategy. The high price, limited appeal, and high gas requirement forced GM to end production of the gas-powered Hummer after the financial crisis. To increase attention to its EV line-up, it brought back an EV version of the Hummer.As one of the most expensive EVs on the market, GM further increased the price. This may have no impact on demand from rich customers. Yet if the cost of commodity parts, logistics, and technology rises further, that may change.On June 6, 2022, GM dropped the price of the 2023 Chevy Bolt EUV by $6,300. The base model will cost below $30,000. It is targeting customers who are shunning high gas prices.GM’s contradictory strategy may confuse all customers. Until it has a coherent EV plan, investors should avoid GM stock.Home Depot (HD)After peaking at over $400, Home Depot (NYSE:HD) fell as shareholders braced for the impact of higher interest rates hurting home renovations.Housing demand will continue its slowdown in 2022. Mortgage financing costs will destroy home sales. Existing homeowners face higher monthly payments. They will have lower disposable income. This will cut their home renovation budgets.Lowe’s (NYSE:LOW), like Home Depot, will face similar headwinds from the slowing home demand. Home Depot has limited options available in differentiating its offerings to grow its market share. Both firms will need to adjust for a loss in demand from professional projects.HD stock investors will need to wait out the interest rate tightening cycle. Expect the Federal Reserve to raise interest rates next month and again in September. After that, the consumer price index should start falling. Once inflation rates slow, the central bank will stop raising rates. Mortgage rates will stop rising after that.Macroeconomic conditions for housing are poor now. HD stock will under-perform.JPMorgan Chase (JPM)JPMorgan Chase (NYSE:JPM) will benefit from higher interest rates. It earns more as it raises lending rates. Despite that tailwind, JPM stock is on a downtrend. The bear market is hurting private equity and asset managers. Investors are selling JPMorgan in sympathy to asset managers losing value and investor inflow.In May 2022, only 31% of investors voted in favor of giving CEO Jamie Dimon a $52.6 million stock option award. The loss in confidence will limit JPMorgan’s ability to attract talent. Unable to give new hires a generous stock compensation package, JPMorgan needs to rely on current staff to grow.To compete with emerging fintech globally, JPMorgan is pushing into international consumer banking. This aggressive strategy is not risk-free. Its digital bank could lose $1 billion. The bank’s international consumer business head, Sanoke Viswanathan, said that the unit would break even by 2027 or as late as 2028.Investors will need to discount the bank further if international bank health worsens. The executive might push its break-even target beyond 2028.Walmart (WMT)Walmart(NYSE:WMT) increased its inventory after the pandemic in anticipation of strong consumer demand. But in March, demand shrank considerably. Inflation forced Walmart’s customers to prioritize their spending on necessities like food. The company’s warning on high inventory levels sent WMT stock from $150 to $120 on May 17, 2022.Walmart’s inventory increased by 32% YOY. It added apparel, electronics, and many other categories of goods that consumers did not want. Investors should expect weak gross margins soon. It will need to mark down prices as it refreshes its inventory with back-to-school items. Later this year, Walmart needs to prepare for the holiday gift-giving season.Internationally, Walmart is managing the high inflation levels in Chile. In China, inflation is at its lowest. However, China's slow progress in lifting lockdowns will hurt Walmart’s international growth.Wall Street analysts are optimistic about WMT stock. All analysts rate the stock as a buy or a hold,according toTipranks. Until Walmart’s inv9IJentories fall, the skeptical investor should ignore the average $157 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048229293,"gmtCreate":1656213650812,"gmtModify":1676535786408,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Motely always recommend the same kind of stock","listText":"Motely always recommend the same kind of stock","text":"Motely always recommend the same kind of stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048229293","repostId":"1176316604","repostType":2,"repost":{"id":"1176316604","pubTimestamp":1656201911,"share":"https://www.laohu8.com/m/news/1176316604?lang=&edition=full","pubTime":"2022-06-26 08:05","market":"us","language":"en","title":"Got $5,000? Buying These 5 Top Stocks Right Now Would Be a Genius Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1176316604","media":"Motley Fool","summary":"KEY POINTSWhile the market outlook is scary, it doesn't look as bad if you zoom out to a wider inves","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>While the market outlook is scary, it doesn&#39;t look as bad if you zoom out to a wider investing horizon.</li><li>Many stocks have reached record or near-term valuation lows.</li></ul><p>The market is giving investors great buying opportunities; it&#39;s time to take advantage.</p><p>With the market dipping into bear market territory (down 20% or more from its high), there&#39;s a lot of fear around. This uncertainty stems from the federal interest rate hikes, inflation, and a potential recession -- all of which are causing investors to pull out of the market in droves.</p><p>However, this is a mistake. Bear markets aren&#39;t uncommon; they occur once every three and a half years. Also, stocks tend to have some of their strongest performing days during recovery periods. Because of this, wise investors should be looking for great values to pick up during a market panic.</p><p>I&#39;ve got a list of five great buys that are due for a strong recovery when the bear market eventually ends. Investing $5,000 across these top-tier stocks, all of which are trading at comparatively low valuations, could be genius moves that you&#39;re sure to thank yourself for later.</p><p>1. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></p><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> is the parent company of Google and YouTube, among others. It primarily generates revenue through advertisements across its platforms; however, advertisement spending tends to drop during recessions. As a result of this thinking, the stock has been sold off to an all-time low valuation.</p><p>While Alphabet may see short-term headwinds, the long-term dominance of this business is undeniable. It&#39;s a free-cash-flow printing machine, generating $15 billion in the first quarter alone. With nearly $134 billion in cash on its balance sheet, Alphabet is built to weather any recession the economy throws at it.</p><p>Another hidden benefit here lies in Alphabet&#39;s $70 billion stock buyback plan. This program will reduce the number of shares outstanding, which will make each share more valuable when the stock rises from its rock-bottom prices.</p><p>2. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></p><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> makes graphics process units (GPUs) that can be utilized for various tasks. Its biggest recent driver has been its data center division, which surpassed its gaming segment for the first time this quarter. In Q1 (ended May 1) of the 2023 fiscal year, Nvidia&#39;s data center division grew 83% year over year (YOY) to $3.75 billion, whereas gaming increased 31% YOY to $3.62 billion.</p><p>With more businesses and consumer technologies moving to the cloud, Nvidia&#39;s data center will only continue to increase. In its recent conference call, analysts asked whether management was worried about its data center growth in regard the economic headwinds, to which CEO and founder Jensen Huang replied, &#34;Our data center demand is strong and remains strong.&#34;</p><p>GPUs have become integrated with nearly every graphics or computing-related scenario, and Nvidia benefits significantly from that. With the stock trading for 44 times earnings, it&#39;s a solid value for a company that has consistently grown its revenue quarter after quarter and that was trading at a P/E ratio of over 100 late last year.</p><p>3. <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a></p><p>People were stuck inside their homes for two years and couldn&#39;t (or didn&#39;t want to) travel. Now people are traveling again, and companies like Airbnb (ABNB 8.14%) stand to benefit. In its Q1 results, revenue rose 70% YOY and is now up 80% over 2019&#39;s pre-pandemic numbers. This quarter was a record-setting one for Airbnb, and the future looks just as bright.</p><p>Airbnb recently revamped its platform and now has many more options than the standard &#34;choose a location and date&#34; search function that travel websites have used for years. Now, customers can book multiple stays in one trip, investigate unique travel experiences, and utilize travel insurance.</p><p>Airbnb estimates it will see a similar growth rate in Q2 as it did in Q1 and anticipates stronger-than-average demand for Q3 and Q4. Of course, this sentiment could shift if consumers decide to save money instead of traveling, but the long-term move to Airbnb away from standard hotel stays is quite evident.</p><p>4. <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></p><p>In Latin America, e-commerce is growing rapidly thanks to $MercadoLibre(MELI). Through the company&#39;s vast suite of offerings, Latin American residents can enjoy two-day shipping in many locations, digital payments, access to credit cards, and a large e-commerce marketplace.</p><p>MercadoLibre trades for under four times sales. The last time it was this low? How about never. MercadoLibre didn&#39;t even trade this cheaply at the height of the Great Recession. This stock is an unbelievable value right now, and investors should be snatching up every share they can get.</p><p>5. <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a></p><p>Last but not least is cybersecurity provider CrowdStrike. The previous four companies are affected by consumer strength, but not CrowdStrike. This company provides endpoint protection to devices that access a company&#39;s network, like laptops or phones. It uses a cloud-first approach that makes it data-rich and easy to integrate.</p><p>Cybersecurity is an expense companies can&#39;t live without, and one many companies are behind in adopting. This necessity plays into CrowdStrike&#39;s favor regardless of economic conditions.</p><p>The company also happens to be growing like a weed. Q1 commerce revenues rose 44% YOY to $1.3 billion and fintech revenues were up 113% to $971 million.</p><p>However, as the U.S. economy slows down, international markets are likely to also be affected. Second-quarter results will reveal the strength of the Latin American consumer, but until then, investors need to check out how low this stock is valued.</p><p>In FY 2023 Q1 (ending April 30), CrowdStrike reported annual recurring revenue (ARR) growth of 61% to $1.9 billion and converted 32% of its revenue into free cash flow. It also reiterated strong guidance for the rest of the year, with revenue expected to increase 52% over last year&#39;s total.</p><p>The cybersecurity industry has massive tailwinds blowing in its favor, and CrowdStrike is in a prime position to capture market share regardless of economic conditions.</p><p>The common theme with these five companies is that the stocks are down big right now, but if you examine them with a three- to five-year holding mindset, the returns can be immense.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $5,000? Buying These 5 Top Stocks Right Now Would Be a Genius Move</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\">\nGot $5,000? Buying These 5 Top Stocks Right Now Would Be a Genius Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-26 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/25/if-youve-got-5000-buying-these-5-top-stocks-right/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSWhile the market outlook is scary, it doesn't look as bad if you zoom out to a wider investing horizon.Many stocks have reached record or near-term valuation lows.The market is giving ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/25/if-youve-got-5000-buying-these-5-top-stocks-right/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","NVDA":"英伟达","ABNB":"爱彼迎","GOOG":"谷歌","MELI":"MercadoLibre"},"source_url":"https://www.fool.com/investing/2022/06/25/if-youve-got-5000-buying-these-5-top-stocks-right/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176316604","content_text":"KEY POINTSWhile the market outlook is scary, it doesn't look as bad if you zoom out to a wider investing horizon.Many stocks have reached record or near-term valuation lows.The market is giving investors great buying opportunities; it's time to take advantage.With the market dipping into bear market territory (down 20% or more from its high), there's a lot of fear around. This uncertainty stems from the federal interest rate hikes, inflation, and a potential recession -- all of which are causing investors to pull out of the market in droves.However, this is a mistake. Bear markets aren't uncommon; they occur once every three and a half years. Also, stocks tend to have some of their strongest performing days during recovery periods. Because of this, wise investors should be looking for great values to pick up during a market panic.I've got a list of five great buys that are due for a strong recovery when the bear market eventually ends. Investing $5,000 across these top-tier stocks, all of which are trading at comparatively low valuations, could be genius moves that you're sure to thank yourself for later.1. AlphabetAlphabet  is the parent company of Google and YouTube, among others. It primarily generates revenue through advertisements across its platforms; however, advertisement spending tends to drop during recessions. As a result of this thinking, the stock has been sold off to an all-time low valuation.While Alphabet may see short-term headwinds, the long-term dominance of this business is undeniable. It's a free-cash-flow printing machine, generating $15 billion in the first quarter alone. With nearly $134 billion in cash on its balance sheet, Alphabet is built to weather any recession the economy throws at it.Another hidden benefit here lies in Alphabet's $70 billion stock buyback plan. This program will reduce the number of shares outstanding, which will make each share more valuable when the stock rises from its rock-bottom prices.2. NvidiaNvidia makes graphics process units (GPUs) that can be utilized for various tasks. Its biggest recent driver has been its data center division, which surpassed its gaming segment for the first time this quarter. In Q1 (ended May 1) of the 2023 fiscal year, Nvidia's data center division grew 83% year over year (YOY) to $3.75 billion, whereas gaming increased 31% YOY to $3.62 billion.With more businesses and consumer technologies moving to the cloud, Nvidia's data center will only continue to increase. In its recent conference call, analysts asked whether management was worried about its data center growth in regard the economic headwinds, to which CEO and founder Jensen Huang replied, \"Our data center demand is strong and remains strong.\"GPUs have become integrated with nearly every graphics or computing-related scenario, and Nvidia benefits significantly from that. With the stock trading for 44 times earnings, it's a solid value for a company that has consistently grown its revenue quarter after quarter and that was trading at a P/E ratio of over 100 late last year.3. AirbnbPeople were stuck inside their homes for two years and couldn't (or didn't want to) travel. Now people are traveling again, and companies like Airbnb (ABNB 8.14%) stand to benefit. In its Q1 results, revenue rose 70% YOY and is now up 80% over 2019's pre-pandemic numbers. This quarter was a record-setting one for Airbnb, and the future looks just as bright.Airbnb recently revamped its platform and now has many more options than the standard \"choose a location and date\" search function that travel websites have used for years. Now, customers can book multiple stays in one trip, investigate unique travel experiences, and utilize travel insurance.Airbnb estimates it will see a similar growth rate in Q2 as it did in Q1 and anticipates stronger-than-average demand for Q3 and Q4. Of course, this sentiment could shift if consumers decide to save money instead of traveling, but the long-term move to Airbnb away from standard hotel stays is quite evident.4. MercadoLibreIn Latin America, e-commerce is growing rapidly thanks to $MercadoLibre(MELI). Through the company's vast suite of offerings, Latin American residents can enjoy two-day shipping in many locations, digital payments, access to credit cards, and a large e-commerce marketplace.MercadoLibre trades for under four times sales. The last time it was this low? How about never. MercadoLibre didn't even trade this cheaply at the height of the Great Recession. This stock is an unbelievable value right now, and investors should be snatching up every share they can get.5. CrowdStrikeLast but not least is cybersecurity provider CrowdStrike. The previous four companies are affected by consumer strength, but not CrowdStrike. This company provides endpoint protection to devices that access a company's network, like laptops or phones. It uses a cloud-first approach that makes it data-rich and easy to integrate.Cybersecurity is an expense companies can't live without, and one many companies are behind in adopting. This necessity plays into CrowdStrike's favor regardless of economic conditions.The company also happens to be growing like a weed. Q1 commerce revenues rose 44% YOY to $1.3 billion and fintech revenues were up 113% to $971 million.However, as the U.S. economy slows down, international markets are likely to also be affected. Second-quarter results will reveal the strength of the Latin American consumer, but until then, investors need to check out how low this stock is valued.In FY 2023 Q1 (ending April 30), CrowdStrike reported annual recurring revenue (ARR) growth of 61% to $1.9 billion and converted 32% of its revenue into free cash flow. It also reiterated strong guidance for the rest of the year, with revenue expected to increase 52% over last year's total.The cybersecurity industry has massive tailwinds blowing in its favor, and CrowdStrike is in a prime position to capture market share regardless of economic conditions.The common theme with these five companies is that the stocks are down big right now, but if you examine them with a three- to five-year holding mindset, the returns can be immense.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048113225,"gmtCreate":1656161421267,"gmtModify":1676535778170,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Nio to the moooon","listText":"Nio to the moooon","text":"Nio to the moooon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048113225","repostId":"2246204202","repostType":2,"repost":{"id":"2246204202","pubTimestamp":1656132843,"share":"https://www.laohu8.com/m/news/2246204202?lang=&edition=full","pubTime":"2022-06-25 12:54","market":"us","language":"en","title":"China Electric-Vehicle Stocks Are All the Rage, Trouncing Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=2246204202","media":"Bloomberg","summary":"(Bloomberg) -- Shares of China’s electric-vehicle makers are trouncing global industry leader Tesla ","content":"<html><head></head><body><p>(Bloomberg) -- Shares of China’s electric-vehicle makers are trouncing global industry leader <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a>, bolstered by Beijing’s consumption incentives and heavy dip-buying from investors.</p><p>American depository receipts of <a href=\"https://laohu8.com/S/NIO\">Nio Inc.</a>, <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a> and <a href=\"https://laohu8.com/S/LI\">Li Auto Inc.</a> have surged at least 64% each over the past month to be among the top gainers in Chinese stocks traded in the US. The sharp rally reflects improving sentiment following a monthslong slump due to worries over high valuation and supply bottlenecks.</p><p>Their gains easily beat Tesla’s 17% advance, with investor jitters over how Elon Musk will fund a potential <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc. deal weighing on the EV giant’s share price.</p><p>China’s EV industry hit a trough during Shanghai’s lockdown -- when not even one car was sold in the city in April and factories were forced to shut down or operate under heavy restrictions. Authorities have since unveiled a slew of stimulus measures to revive the sector, including subsidies, higher quota for car ownership in Shanghai and Guangdong, and a possible extension of purchase tax exemption for new energy vehicles.</p><p>“There are fund flows buying the dip and capturing the sector’s bounce,” said Andy Wong, fund manager at LW Asset Management Advisors Ltd. in Hong Kong. However, short-term upside potential has narrowed following the recent surge, he noted.</p><p>Meanwhile, Tesla’s shares have seen huge swings and are down about 36% from this quarter’s high in April, even though the firm has staged a remarkable comeback in terms of its production in China. The US automaker’s looming job cuts, uncertainty over Musk’s Twitter deal, and his latest comments about new factories in Germany and Texas losing money are keeping the stock in check.</p><h3>Priced In</h3><p>Year to date, the Nasdaq Golden Dragon China Index has fared better than the broader Nasdaq gauge by almost 18 percentage points</p><p>Yet after such heady gains in China’s EV stocks, investors are in search for further catalysts that can sustain the momentum. Li Auto’s 14-day relative strength index is at 84, well past the 70 level that signals to some investors that the stock is overbought. Readings for XPeng and Nio are also around 70.</p><p>Improving delivery figures offer some comfort as China’s economy gradually heals from the damage inflicted by Covid-19 lockdowns. Li Auto, the largest by market cap among the Chinese trio, delivered 11,496 units in May, up 176% from April and more than double last year’s level.</p><p>“Looking forward, we think catalysts would need to come from earnings and the economy improving” as most of good news for the Chinese auto sector has been priced in, Eason Cui, an analyst with Sunwah Kingsway Capital Holdings Ltd., wrote in a note earlier this month.</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>China Electric-Vehicle Stocks Are All the Rage, Trouncing Tesla</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\">\nChina Electric-Vehicle Stocks Are All the Rage, Trouncing Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-25 12:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/china-electric-vehicle-stocks-rage-010001191.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Shares of China’s electric-vehicle makers are trouncing global industry leader Tesla Inc., bolstered by Beijing’s consumption incentives and heavy dip-buying from investors.American ...</p>\n\n<a href=\"https://finance.yahoo.com/news/china-electric-vehicle-stocks-rage-010001191.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","BK4511":"特斯拉概念","NIO":"蔚来","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","LI":"理想汽车","BK4527":"明星科技股"},"source_url":"https://finance.yahoo.com/news/china-electric-vehicle-stocks-rage-010001191.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246204202","content_text":"(Bloomberg) -- Shares of China’s electric-vehicle makers are trouncing global industry leader Tesla Inc., bolstered by Beijing’s consumption incentives and heavy dip-buying from investors.American depository receipts of Nio Inc., XPeng Inc. and Li Auto Inc. have surged at least 64% each over the past month to be among the top gainers in Chinese stocks traded in the US. The sharp rally reflects improving sentiment following a monthslong slump due to worries over high valuation and supply bottlenecks.Their gains easily beat Tesla’s 17% advance, with investor jitters over how Elon Musk will fund a potential Twitter Inc. deal weighing on the EV giant’s share price.China’s EV industry hit a trough during Shanghai’s lockdown -- when not even one car was sold in the city in April and factories were forced to shut down or operate under heavy restrictions. Authorities have since unveiled a slew of stimulus measures to revive the sector, including subsidies, higher quota for car ownership in Shanghai and Guangdong, and a possible extension of purchase tax exemption for new energy vehicles.“There are fund flows buying the dip and capturing the sector’s bounce,” said Andy Wong, fund manager at LW Asset Management Advisors Ltd. in Hong Kong. However, short-term upside potential has narrowed following the recent surge, he noted.Meanwhile, Tesla’s shares have seen huge swings and are down about 36% from this quarter’s high in April, even though the firm has staged a remarkable comeback in terms of its production in China. The US automaker’s looming job cuts, uncertainty over Musk’s Twitter deal, and his latest comments about new factories in Germany and Texas losing money are keeping the stock in check.Priced InYear to date, the Nasdaq Golden Dragon China Index has fared better than the broader Nasdaq gauge by almost 18 percentage pointsYet after such heady gains in China’s EV stocks, investors are in search for further catalysts that can sustain the momentum. Li Auto’s 14-day relative strength index is at 84, well past the 70 level that signals to some investors that the stock is overbought. Readings for XPeng and Nio are also around 70.Improving delivery figures offer some comfort as China’s economy gradually heals from the damage inflicted by Covid-19 lockdowns. Li Auto, the largest by market cap among the Chinese trio, delivered 11,496 units in May, up 176% from April and more than double last year’s level.“Looking forward, we think catalysts would need to come from earnings and the economy improving” as most of good news for the Chinese auto sector has been priced in, Eason Cui, an analyst with Sunwah Kingsway Capital Holdings Ltd., wrote in a note earlier this month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041234179,"gmtCreate":1656053136591,"gmtModify":1676535759905,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Just finished another Motely Fool article that said to sell Chevron lol?","listText":"Just finished another Motely Fool article that said to sell Chevron lol?","text":"Just finished another Motely Fool article that said to sell Chevron lol?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041234179","repostId":"2245255072","repostType":2,"repost":{"id":"2245255072","pubTimestamp":1656049803,"share":"https://www.laohu8.com/m/news/2245255072?lang=&edition=full","pubTime":"2022-06-24 13:50","market":"us","language":"en","title":"3 No-Brainer Warren Buffett Stocks to Buy Right Now for Lasting Wealth","url":"https://stock-news.laohu8.com/highlight/detail?id=2245255072","media":"Motley Fool","summary":"Building lasting wealth with blue chip stocks doesn't have to be complicated.","content":"<html><head></head><body><p>Stock prices rise and fall, but long-term investing in good companies leads to lasting wealth. Warren Buffett has been investing for over 70 years and has generated substantial wealth for <b>Berkshire Hathaway </b>and its shareholders over the decades.</p><p>Buffett has done this by taking a value-oriented approach, taking a long-term view, and buying great businesses at prices below their intrinsic value. Here are three top Buffett stocks you can add to your portfolio to create and preserve lasting wealth just like <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the all-time greats.</p><h2><b>1. Coca-Cola </b></h2><p>It doesn&#39;t get much more &#34;lasting&#34; than <b>Coca-Cola</b>. People have been buying and drinking the company&#39;s namesake soft drink for 130 years, and it&#39;s unlikely they will stop any time soon. The $256 billion Atlanta-based company has also been paying and increasing its dividend for sixty years now, making it a Dividend King. Shares currently yield just under 3%.  Coca-Cola is Buffett&#39;s fifth-largest position, making up about 6.8% of Berkshire&#39;s portfolio, according to filings. This position has served him well over the years and in this year in particular -- while the Dow Jones Industrial Average and the S&amp;P 500 are down 18% and 23% year to date, respectively, thanks to its rock-solid and defensive business model, Coca-Cola has managed to tread water and stay flat so far year to date.</p><p>While it has a 130-year track record, Coca-Cola keeps managing to reinvent itself and stay fresh with consumers by making acquisitions and rolling out new collaborations like Topo Chico Ranch Water Hard Seltzer and a ready-to-drink Jack Daniels and Coke pre-mixed cocktail this summer.</p><p>Coca-Cola is a great fit for Buffett&#39;s portfolio and could be for yours as well because it is a stock for all seasons with a defensive and recession-resistant business model, a product that consumers love and buy on a routine basis, and an attractive and growing dividend payout.</p><h2><b>2. Chevron </b></h2><p>Energy giant <b>Chevron</b> is another mainstay in Buffett&#39;s portfolio. Buffett likes Chevron so much that Berkshire increased its position in the company by over 300% last quarter, making it the fund&#39;s fourth-largest holding.</p><p>The company was founded 143 years ago, and like Coca-Cola, there&#39;s no reason to believe it is going away any time soon. Despite global efforts to reduce fossil fuel use, we are going to need oil for many more years to come in order to meet the world&#39;s growing energy needs. That said, for investors who are worried that oil usage will decrease in the future, keep in mind that Chevron is also working to diversify and has exposure to other emerging energy technologies. For example, Chevron recently announced that it will invest $2.5 billion into renewable hydrogen energy, which could pay off for Chevron if it is successful, as Goldman Sachs predicts this could be a $1 trillion market annually by 2050.</p><p>Chevron pays out an even more impressive dividend than Coca-Cola, with a current yield of just under 4%. While Chevron isn&#39;t yet a Dividend King, it is a Dividend Aristocrat, meaning that it has increased its dividend payout for 25 years or more. In Chevron&#39;s case, it has increased its dividend for 35 years and counting. The surge in oil and gas prices over the past year makes it likely that Chevron can ramp up its returns to shareholders even further going forward. Chevron is also attractively valued, trading at a very modest 10 times next year&#39;s earnings.</p><p>Chevron has vastly outperformed the broader market this year with a 26% gain year to date on the back of rising oil prices, but shares are almost 20% off of their 52-week highs, so this could be a decent entry point for investors who want another bite of the apple.</p><h2><b>3. American Express </b></h2><p><b>American Express</b> is another one of Buffett&#39;s largest holdings. The Oracle of Omaha likes American Express so much that Berkshire owns a whopping 20% of the company&#39;s shares outstanding. American Express accounts for almost 8% of Berkshire&#39;s portfolio. American Express actually predates both Coca-Cola and Chevron as a 172-year-old company.</p><p>Shares of the $100 billion company are down nearly 30% from their 52-week high and down 24% over the past quarter, and they&#39;re now trading at just 12 times next year&#39;s earnings, making this a Buffet-esque time to buy. While American Express doesn&#39;t offer quite the same yield as Coca-Cola or Chevron, it is a dividend-paying stock and currently yields 1.4%. American Express is not a Dividend Aristocrat because it didn&#39;t raise its payout during 2020 due to the pandemic, which is understandable, but the company has paid a dividend for 33 years, making this a very stable and reliable payout.</p><p>American Express is focused on the higher end of the consumer market, which benefits the company because these customers have more spending power and are also less likely to curtail their spending or activity because of an economic downturn. Going forward, American Express is a great way to build lasting wealth because its offerings, like the American Express Platinum cards, are popular with millennials due to perks such as access to exclusive airport lounges and <b>Uber</b> credits.</p><h2><b>Be like Buffett and build long-term wealth  </b></h2><p>Buffett has built and preserved long-term wealth by investing in solid blue-chip companies over the long term at reasonable valuations. You can be like Buffett and build lasting wealth by buying shares of these three companies, which have all been successful businesses for over a century, are all reasonably valued, are all paying dividends, and all continue to pivot toward the future to ensure they remain major players in the American and global economy for decades to come, if not more. All three are among Buffett&#39;s top five holdings, so they have the stamp of approval from the individual widely considered to be the greatest value investor of all time.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 No-Brainer Warren Buffett Stocks to Buy Right Now for Lasting Wealth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 No-Brainer Warren Buffett Stocks to Buy Right Now for Lasting Wealth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 13:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/23/3-no-brainer-warren-buffett-stocks-to-buy-right-no/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock prices rise and fall, but long-term investing in good companies leads to lasting wealth. Warren Buffett has been investing for over 70 years and has generated substantial wealth for Berkshire ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/23/3-no-brainer-warren-buffett-stocks-to-buy-right-no/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐","AXP":"美国运通","CVX":"雪佛龙"},"source_url":"https://www.fool.com/investing/2022/06/23/3-no-brainer-warren-buffett-stocks-to-buy-right-no/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245255072","content_text":"Stock prices rise and fall, but long-term investing in good companies leads to lasting wealth. Warren Buffett has been investing for over 70 years and has generated substantial wealth for Berkshire Hathaway and its shareholders over the decades.Buffett has done this by taking a value-oriented approach, taking a long-term view, and buying great businesses at prices below their intrinsic value. Here are three top Buffett stocks you can add to your portfolio to create and preserve lasting wealth just like one of the all-time greats.1. Coca-Cola It doesn't get much more \"lasting\" than Coca-Cola. People have been buying and drinking the company's namesake soft drink for 130 years, and it's unlikely they will stop any time soon. The $256 billion Atlanta-based company has also been paying and increasing its dividend for sixty years now, making it a Dividend King. Shares currently yield just under 3%.  Coca-Cola is Buffett's fifth-largest position, making up about 6.8% of Berkshire's portfolio, according to filings. This position has served him well over the years and in this year in particular -- while the Dow Jones Industrial Average and the S&P 500 are down 18% and 23% year to date, respectively, thanks to its rock-solid and defensive business model, Coca-Cola has managed to tread water and stay flat so far year to date.While it has a 130-year track record, Coca-Cola keeps managing to reinvent itself and stay fresh with consumers by making acquisitions and rolling out new collaborations like Topo Chico Ranch Water Hard Seltzer and a ready-to-drink Jack Daniels and Coke pre-mixed cocktail this summer.Coca-Cola is a great fit for Buffett's portfolio and could be for yours as well because it is a stock for all seasons with a defensive and recession-resistant business model, a product that consumers love and buy on a routine basis, and an attractive and growing dividend payout.2. Chevron Energy giant Chevron is another mainstay in Buffett's portfolio. Buffett likes Chevron so much that Berkshire increased its position in the company by over 300% last quarter, making it the fund's fourth-largest holding.The company was founded 143 years ago, and like Coca-Cola, there's no reason to believe it is going away any time soon. Despite global efforts to reduce fossil fuel use, we are going to need oil for many more years to come in order to meet the world's growing energy needs. That said, for investors who are worried that oil usage will decrease in the future, keep in mind that Chevron is also working to diversify and has exposure to other emerging energy technologies. For example, Chevron recently announced that it will invest $2.5 billion into renewable hydrogen energy, which could pay off for Chevron if it is successful, as Goldman Sachs predicts this could be a $1 trillion market annually by 2050.Chevron pays out an even more impressive dividend than Coca-Cola, with a current yield of just under 4%. While Chevron isn't yet a Dividend King, it is a Dividend Aristocrat, meaning that it has increased its dividend payout for 25 years or more. In Chevron's case, it has increased its dividend for 35 years and counting. The surge in oil and gas prices over the past year makes it likely that Chevron can ramp up its returns to shareholders even further going forward. Chevron is also attractively valued, trading at a very modest 10 times next year's earnings.Chevron has vastly outperformed the broader market this year with a 26% gain year to date on the back of rising oil prices, but shares are almost 20% off of their 52-week highs, so this could be a decent entry point for investors who want another bite of the apple.3. American Express American Express is another one of Buffett's largest holdings. The Oracle of Omaha likes American Express so much that Berkshire owns a whopping 20% of the company's shares outstanding. American Express accounts for almost 8% of Berkshire's portfolio. American Express actually predates both Coca-Cola and Chevron as a 172-year-old company.Shares of the $100 billion company are down nearly 30% from their 52-week high and down 24% over the past quarter, and they're now trading at just 12 times next year's earnings, making this a Buffet-esque time to buy. While American Express doesn't offer quite the same yield as Coca-Cola or Chevron, it is a dividend-paying stock and currently yields 1.4%. American Express is not a Dividend Aristocrat because it didn't raise its payout during 2020 due to the pandemic, which is understandable, but the company has paid a dividend for 33 years, making this a very stable and reliable payout.American Express is focused on the higher end of the consumer market, which benefits the company because these customers have more spending power and are also less likely to curtail their spending or activity because of an economic downturn. Going forward, American Express is a great way to build lasting wealth because its offerings, like the American Express Platinum cards, are popular with millennials due to perks such as access to exclusive airport lounges and Uber credits.Be like Buffett and build long-term wealth  Buffett has built and preserved long-term wealth by investing in solid blue-chip companies over the long term at reasonable valuations. You can be like Buffett and build lasting wealth by buying shares of these three companies, which have all been successful businesses for over a century, are all reasonably valued, are all paying dividends, and all continue to pivot toward the future to ensure they remain major players in the American and global economy for decades to come, if not more. All three are among Buffett's top five holdings, so they have the stamp of approval from the individual widely considered to be the greatest value investor of all time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041845487,"gmtCreate":1656036391649,"gmtModify":1676535755970,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Let it snow","listText":"Let it snow","text":"Let it snow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041845487","repostId":"1172215160","repostType":4,"repost":{"id":"1172215160","pubTimestamp":1656036108,"share":"https://www.laohu8.com/m/news/1172215160?lang=&edition=full","pubTime":"2022-06-24 10:01","market":"us","language":"en","title":"Why Snowflake Stock Surged 12% Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1172215160","media":"Motley Fool","summary":"The popular tech stock could deliver handsome rewards to investors.What happenedShares of Snowflake ","content":"<html><head></head><body><p>The popular tech stock could deliver handsome rewards to investors.</p><h3>What happened</h3><p>Shares of <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> popped 12.4% on Thursday, following positive analyst commentary.</p><h3>So what</h3><p>JPMorgan Chase analyst Mark Murphy lifted his rating on Snowflake&#39;s stock from neutral to overweight. He sees the data-warehousing leader&#39;s shares climbing another 15% from their closing price on Thursday.</p><p>Murphy&#39;s upgrade comes after JPMorgan Chase&#39;s annual survey of chief investment officers. Almost two-thirds of Snowflake&#39;s existing clients said they planned to spend more on their cloud services in 2022. That was the highest among all the software companies JPMorgan Chase surveyed.</p><p>Better still, Murphy expects Snowflake to ramp up its free cash flow production as it scales its revenue base in the year ahead. Murphy also praised the company&#39;s ability to increase sales, despite its already impressive size. &#34;The pent-up demand for its solutions has allowed Snowflake to exhibit a very rare level of growth at scale,&#34; Murphy said.</p><p>Additionally, Murphy noted that following the recent market swoon, Snowflake&#39;s stock was trading near its initial public offering (IPO) price. Even after today&#39;s gains, Snowflake&#39;s shares can be had for less than 20% above their $120 IPO price -- and more than 60% below their highs back in November.</p><h3>Now what</h3><p>JPMorgan Chase&#39;s survey certainly bodes well for Snowflake&#39;s growth prospects. The world is awash in data, and much of that information is flowing increasingly to the cloud.</p><p>Snowflake appears to be cementing its place as the leading cloud-data platform. It thus stands to benefit from the big-data megatrend more than perhaps any other business.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Snowflake Stock Surged 12% Thursday</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\">\nWhy Snowflake Stock Surged 12% Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 10:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/23/why-snowflake-stock-surged-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The popular tech stock could deliver handsome rewards to investors.What happenedShares of Snowflake popped 12.4% on Thursday, following positive analyst commentary.So whatJPMorgan Chase analyst Mark ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/23/why-snowflake-stock-surged-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://www.fool.com/investing/2022/06/23/why-snowflake-stock-surged-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172215160","content_text":"The popular tech stock could deliver handsome rewards to investors.What happenedShares of Snowflake popped 12.4% on Thursday, following positive analyst commentary.So whatJPMorgan Chase analyst Mark Murphy lifted his rating on Snowflake's stock from neutral to overweight. He sees the data-warehousing leader's shares climbing another 15% from their closing price on Thursday.Murphy's upgrade comes after JPMorgan Chase's annual survey of chief investment officers. Almost two-thirds of Snowflake's existing clients said they planned to spend more on their cloud services in 2022. That was the highest among all the software companies JPMorgan Chase surveyed.Better still, Murphy expects Snowflake to ramp up its free cash flow production as it scales its revenue base in the year ahead. Murphy also praised the company's ability to increase sales, despite its already impressive size. \"The pent-up demand for its solutions has allowed Snowflake to exhibit a very rare level of growth at scale,\" Murphy said.Additionally, Murphy noted that following the recent market swoon, Snowflake's stock was trading near its initial public offering (IPO) price. Even after today's gains, Snowflake's shares can be had for less than 20% above their $120 IPO price -- and more than 60% below their highs back in November.Now whatJPMorgan Chase's survey certainly bodes well for Snowflake's growth prospects. The world is awash in data, and much of that information is flowing increasingly to the cloud.Snowflake appears to be cementing its place as the leading cloud-data platform. It thus stands to benefit from the big-data megatrend more than perhaps any other business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043422172,"gmtCreate":1655953804996,"gmtModify":1676535739711,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Majulah singapura","listText":"Majulah singapura","text":"Majulah singapura","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043422172","repostId":"1147488699","repostType":4,"repost":{"id":"1147488699","pubTimestamp":1655949360,"share":"https://www.laohu8.com/m/news/1147488699?lang=&edition=full","pubTime":"2022-06-23 09:56","market":"sg","language":"en","title":"Singapore Stocks Open Higher on Thursday Despite Modest Losses in the US; STI up 0.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1147488699","media":"The Business Times","summary":"SINGAPORE stocks were up in early trade on Thursday (Jun 23), disregarding the modest losses that Wa","content":"<html><head></head><body><p>SINGAPORE stocks were up in early trade on Thursday (Jun 23), disregarding the modest losses that Wall Street sustained just a day earlier.</p><p>The benchmark Straits Times Index (STI) moved up 0.5 percent or 15.38 points to 3,108.69. Across the broader market, gainers outnumbered losers 81 to 28 after 29.7 million securities worth S$43.2 million changed hands. The most active counter by volume wasYangzijiang Financial Holding, which rose 1.1 percent or S$0.005 to S$0.45 with 6.1 million shares changing hands as at 9 am.</p><p>Other heavily traded securities includedNetLink NBN Trust, which gained 1.1 percent or S$0.01 to S$0.945 with 1.7 million units traded, as well asRex International which slipped 3.5 percent or S$0.01 to S$0.28 with 912,400 shares traded.</p><p>One of the most actively traded index counters by volume was Singtel, which inched up 0.4 percent or S$0.01 to S$2.53 with 835,600 shares changing hands.</p><p>All 3 Singapore banks saw positive gains at the opening bell.DBS traded up 1.1 percent or S$0.33 at S$30.29,UOB gained 0.5 per cent or S$0.12 to S$26.74, while OCBC moved up 0.2 percent or S$0.02 to S$11.38.</p><p>In the US, stocks ended Wednesday’s trading session with modest losses as oil prices retreated and Federal Reserve Chief Jerome Powell acknowledged interest rate hikes could lead to a recession.</p><p>The Dow Jones Industrial Average dropped 0.2 percent to end at 30,483.13, the broad-based S&amp;P 500 dipped 0.1 percent to close at 3,759.89, while the tech-rich Nasdaq Composite Index declined 0.2 percent to 11,053.10.</p><p>European stocks also closed lower on Wednesday, mirroring the slide in the US after Powell said the US central bank is “strongly committed” to bringing down inflation.</p><p>The pan-European Stoxx 600 index closed down 0.7 percent, after having fallen 1.8 percent to its lowest since January 2021.</p><p>Elsewhere in Asia, Tokyo shares opened higher on Thursday as investors weighed on recession and inflation risks after Powell pointed to the need for further rate hikes.</p><p>The benchmark Nikkei 225 index rose 0.22 percent or 58.77 points to 26,208.32, while the broader Topix index added 0.41 percent or 7.62 points to 1,860.27.</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>Singapore Stocks Open Higher on Thursday Despite Modest Losses in the US; STI up 0.5%</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks Open Higher on Thursday Despite Modest Losses in the US; STI up 0.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/singapore-stocks-open-higher-on-thursday-despite-modest-losses-in-the-us-sti-up-05><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE stocks were up in early trade on Thursday (Jun 23), disregarding the modest losses that Wall Street sustained just a day earlier.The benchmark Straits Times Index (STI) moved up 0.5 percent ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/singapore-stocks-open-higher-on-thursday-despite-modest-losses-in-the-us-sti-up-05\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.businesstimes.com.sg/stocks/singapore-stocks-open-higher-on-thursday-despite-modest-losses-in-the-us-sti-up-05","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147488699","content_text":"SINGAPORE stocks were up in early trade on Thursday (Jun 23), disregarding the modest losses that Wall Street sustained just a day earlier.The benchmark Straits Times Index (STI) moved up 0.5 percent or 15.38 points to 3,108.69. Across the broader market, gainers outnumbered losers 81 to 28 after 29.7 million securities worth S$43.2 million changed hands. The most active counter by volume wasYangzijiang Financial Holding, which rose 1.1 percent or S$0.005 to S$0.45 with 6.1 million shares changing hands as at 9 am.Other heavily traded securities includedNetLink NBN Trust, which gained 1.1 percent or S$0.01 to S$0.945 with 1.7 million units traded, as well asRex International which slipped 3.5 percent or S$0.01 to S$0.28 with 912,400 shares traded.One of the most actively traded index counters by volume was Singtel, which inched up 0.4 percent or S$0.01 to S$2.53 with 835,600 shares changing hands.All 3 Singapore banks saw positive gains at the opening bell.DBS traded up 1.1 percent or S$0.33 at S$30.29,UOB gained 0.5 per cent or S$0.12 to S$26.74, while OCBC moved up 0.2 percent or S$0.02 to S$11.38.In the US, stocks ended Wednesday’s trading session with modest losses as oil prices retreated and Federal Reserve Chief Jerome Powell acknowledged interest rate hikes could lead to a recession.The Dow Jones Industrial Average dropped 0.2 percent to end at 30,483.13, the broad-based S&P 500 dipped 0.1 percent to close at 3,759.89, while the tech-rich Nasdaq Composite Index declined 0.2 percent to 11,053.10.European stocks also closed lower on Wednesday, mirroring the slide in the US after Powell said the US central bank is “strongly committed” to bringing down inflation.The pan-European Stoxx 600 index closed down 0.7 percent, after having fallen 1.8 percent to its lowest since January 2021.Elsewhere in Asia, Tokyo shares opened higher on Thursday as investors weighed on recession and inflation risks after Powell pointed to the need for further rate hikes.The benchmark Nikkei 225 index rose 0.22 percent or 58.77 points to 26,208.32, while the broader Topix index added 0.41 percent or 7.62 points to 1,860.27.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043426703,"gmtCreate":1655953762002,"gmtModify":1676535739697,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Vroom vroom&nbsp;","listText":"Vroom vroom&nbsp;","text":"Vroom vroom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043426703","repostId":"1131694615","repostType":2,"repost":{"id":"1131694615","pubTimestamp":1655951699,"share":"https://www.laohu8.com/m/news/1131694615?lang=&edition=full","pubTime":"2022-06-23 10:34","market":"us","language":"en","title":"Tesla Had Its Stock Price Target By Morgan Stanley, It’s a \"WACC\" Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=1131694615","media":"Barron's","summary":"Morgan Stanley analyst Adam Jonas cut his Tesla price target Wednesday afternoon. He’s still a Bull,","content":"<html><head></head><body><p>Morgan Stanley analyst Adam Jonas cut his Tesla price target Wednesday afternoon. He’s still a Bull, with a Buy-rating. And his target price only dropped $100, moving from $1,300 to $1,200.</p><p>It doesn’t seem like all that big a deal. Still, his report helps investor understand how the minds of Wall Street analysts work. The price decline is entirely because of an increase in the weighted average cost of capital—the cost companies pay to finance their business. It has nothing to do with how many cars Tesla is selling—or not selling.</p><p>The report updated key numbers before Tesla reports them. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> should report Q2 delivery figures next week—around July 2. A few weeks later, Q2 earnings will be due.</p><p>The second quarter has been wild, with production delays due to Covid-19 wreaking havoc on operations. Jonas cut his second-quarter delivery estimate to 270,000 units from 316,000 units.</p><p>Lower deliveries will result in lower gross profit margins. Jonas now projects margins, excluding regulatory credits, will come in at 24.6% instead of his prior estimate of 25.8%.</p><p>None of those cuts impacted the price target though. That was driven by a reduction in the weighted average cost of capital.</p><p>“Target to $1,200 from $1,300 on WACC increase to 9.0% [versus] 8.5% previously,” wrote Jonas. The 0.5% “increase in WACC….accounts for approximately 100% of the price target decline.”</p><p>WACC sounds like a term from business school. It is. Essentially, a WACC takes into account a company’s cost of debt and cost of equity. The WACC is used in things like discounted cash flows that help analysts and investors value stocks.</p><p>The cost of debt is easy enough to understand. Companies pay interest rates on bonds and to lenders. The rate is the cost. The cost of equity is a little more difficult to fathom. It’s essentially the return shareholders deem acceptable for any stock. A cost of equity is influenced by things such as stock volatility and government bond yields.</p><p>Government bond yields represent the risk-free return. Investors can buy Treasuries and know they will get their money back. (The government can print dollars.) A stock, which is risky, should always earn a nice spread over U.S. Treasury bonds.</p><p>Jonas wrote WACC increased because of the “higher risk free rate.” Government bonds are yielding more, so stocks have to return more. And better returns mean paying lower prices for the same business.</p><p>This is all very academic. But it is how analysts adjust models for things such as rising rates as well as unusual situations.</p><p>Tesla stock doesn’t seem to be impacted too much by the midday price target cut. Shares are down roughly $12 since the report was published, but the market weakened into the close too.</p><p>Tesla stock finished down 0.4% on the day, at $708.26 a share. The S&amp;P 500 and Dow Jones Industrial Average dropped 0.1% and 0.2% after spending much of Wednesday in the green.</p><p>The average analyst price target for Tesla stock is down to about $910. The target peaked at almost $1,000 a share back in April, shortly after first-quarter results were released.</p></body></html>","source":"lsy1610680873436","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>Tesla Had Its Stock Price Target By Morgan Stanley, It’s a \"WACC\" Problem</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\">\nTesla Had Its Stock Price Target By Morgan Stanley, It’s a \"WACC\" Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-price-target-cut-51655932187?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley analyst Adam Jonas cut his Tesla price target Wednesday afternoon. He’s still a Bull, with a Buy-rating. And his target price only dropped $100, moving from $1,300 to $1,200.It doesn’t ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-price-target-cut-51655932187?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-price-target-cut-51655932187?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131694615","content_text":"Morgan Stanley analyst Adam Jonas cut his Tesla price target Wednesday afternoon. He’s still a Bull, with a Buy-rating. And his target price only dropped $100, moving from $1,300 to $1,200.It doesn’t seem like all that big a deal. Still, his report helps investor understand how the minds of Wall Street analysts work. The price decline is entirely because of an increase in the weighted average cost of capital—the cost companies pay to finance their business. It has nothing to do with how many cars Tesla is selling—or not selling.The report updated key numbers before Tesla reports them. Tesla should report Q2 delivery figures next week—around July 2. A few weeks later, Q2 earnings will be due.The second quarter has been wild, with production delays due to Covid-19 wreaking havoc on operations. Jonas cut his second-quarter delivery estimate to 270,000 units from 316,000 units.Lower deliveries will result in lower gross profit margins. Jonas now projects margins, excluding regulatory credits, will come in at 24.6% instead of his prior estimate of 25.8%.None of those cuts impacted the price target though. That was driven by a reduction in the weighted average cost of capital.“Target to $1,200 from $1,300 on WACC increase to 9.0% [versus] 8.5% previously,” wrote Jonas. The 0.5% “increase in WACC….accounts for approximately 100% of the price target decline.”WACC sounds like a term from business school. It is. Essentially, a WACC takes into account a company’s cost of debt and cost of equity. The WACC is used in things like discounted cash flows that help analysts and investors value stocks.The cost of debt is easy enough to understand. Companies pay interest rates on bonds and to lenders. The rate is the cost. The cost of equity is a little more difficult to fathom. It’s essentially the return shareholders deem acceptable for any stock. A cost of equity is influenced by things such as stock volatility and government bond yields.Government bond yields represent the risk-free return. Investors can buy Treasuries and know they will get their money back. (The government can print dollars.) A stock, which is risky, should always earn a nice spread over U.S. Treasury bonds.Jonas wrote WACC increased because of the “higher risk free rate.” Government bonds are yielding more, so stocks have to return more. And better returns mean paying lower prices for the same business.This is all very academic. But it is how analysts adjust models for things such as rising rates as well as unusual situations.Tesla stock doesn’t seem to be impacted too much by the midday price target cut. Shares are down roughly $12 since the report was published, but the market weakened into the close too.Tesla stock finished down 0.4% on the day, at $708.26 a share. The S&P 500 and Dow Jones Industrial Average dropped 0.1% and 0.2% after spending much of Wednesday in the green.The average analyst price target for Tesla stock is down to about $910. The target peaked at almost $1,000 a share back in April, shortly after first-quarter results were released.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009232955,"gmtCreate":1640681833011,"gmtModify":1676533533915,"author":{"id":"3575779080875375","authorId":"3575779080875375","name":"lamboandro","avatar":"https://static.tigerbbs.com/fbddf94bce28e9d758a333a569519356","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Never knew this was a thing","listText":"Never knew this was a thing","text":"Never knew this was a thing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009232955","repostId":"1158499774","repostType":4,"repost":{"id":"1158499774","pubTimestamp":1640681542,"share":"https://www.laohu8.com/m/news/1158499774?lang=&edition=full","pubTime":"2021-12-28 16:52","market":"us","language":"en","title":"The stock market's Santa Claus rally is just getting started — and tech stocks are your best bet for the near term","url":"https://stock-news.laohu8.com/highlight/detail?id=1158499774","media":"Markets insider","summary":"The Santa Claus rally has just gotten underway and should last through Jan. 4, according to Doug Ram","content":"<ul>\n <li>The Santa Claus rally has just gotten underway and should last through Jan. 4, according to Doug Ramsey, the chief investment officer at the Leuthold Group.</li>\n <li>Ramsey says that, since 2000, the rally has generated an average gain of 0.96% for the S&amp;P 500, far outpacing the normal seven-day average of 0.19%.</li>\n <li>Investors seeking extra juice should weight more towards tech stocks, which have historically been Santa-Claus-rally outperformers, according to Ramsey.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02e8b006bde94437e603888e55d5f81f\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Santa rallies have a long tradition on Wall Street.</span></p>\n<p>Those looking to best maximize the stock market's so-called Santa Claus rally should've waited until after Christmas, according to Doug Ramsey of the Leuthold Group.</p>\n<p>In a recent client note, the firm's chief investment officer noted that the rally would start on Dec. 27 and run through Jan. 4. The period has historically spanned the last five trading days of a given year, as well as the first two of the new year.</p>\n<p>Since 2000, the&nbsp;S&amp;P 500's gain over the period has been 0.96%, far outpacing the normal seven-day average of 0.19%. And the Santa Claus rally has shown remarkable durability even after being labeled a trend in 1972, posting an average gain of 1.26% over the period, Ramsey found.</p>\n<p>For investors looking to get a little more juice out of the Santa Claus rally, Ramsey recommended betting on the tech-heavy&nbsp;Nasdaq. He highlighted its market-beating 1.46% return since 2000, although acknowledged that the average is skewed by the bubble years of 2000 and 2001.</p>\n<p>Check out the historical success of the Nasdaq's Santa Claus rally:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b129d4ab990f7639b30b42c4b6a48868\" tg-width=\"672\" tg-height=\"526\" width=\"100%\" height=\"auto\"><span>The Leuthold Group</span></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The stock market's Santa Claus rally is just getting started — and tech stocks are your best bet for the near term</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\">\nThe stock market's Santa Claus rally is just getting started — and tech stocks are your best bet for the near term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 16:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/stock-market-outlook-santa-claus-rally-just-starting-buy-tech-2021-12><strong>Markets insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Santa Claus rally has just gotten underway and should last through Jan. 4, according to Doug Ramsey, the chief investment officer at the Leuthold Group.\nRamsey says that, since 2000, the rally has...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-santa-claus-rally-just-starting-buy-tech-2021-12\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://markets.businessinsider.com/news/stocks/stock-market-outlook-santa-claus-rally-just-starting-buy-tech-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158499774","content_text":"The Santa Claus rally has just gotten underway and should last through Jan. 4, according to Doug Ramsey, the chief investment officer at the Leuthold Group.\nRamsey says that, since 2000, the rally has generated an average gain of 0.96% for the S&P 500, far outpacing the normal seven-day average of 0.19%.\nInvestors seeking extra juice should weight more towards tech stocks, which have historically been Santa-Claus-rally outperformers, according to Ramsey.\n\nSanta rallies have a long tradition on Wall Street.\nThose looking to best maximize the stock market's so-called Santa Claus rally should've waited until after Christmas, according to Doug Ramsey of the Leuthold Group.\nIn a recent client note, the firm's chief investment officer noted that the rally would start on Dec. 27 and run through Jan. 4. The period has historically spanned the last five trading days of a given year, as well as the first two of the new year.\nSince 2000, the S&P 500's gain over the period has been 0.96%, far outpacing the normal seven-day average of 0.19%. And the Santa Claus rally has shown remarkable durability even after being labeled a trend in 1972, posting an average gain of 1.26% over the period, Ramsey found.\nFor investors looking to get a little more juice out of the Santa Claus rally, Ramsey recommended betting on the tech-heavy Nasdaq. He highlighted its market-beating 1.46% return since 2000, although acknowledged that the average is skewed by the bubble years of 2000 and 2001.\nCheck out the historical success of the Nasdaq's Santa Claus rally:\nThe Leuthold Group","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}