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2021-03-30
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2021-04-18
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2021-05-26
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2021-04-21
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2021-04-13
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2021-04-06
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2021-03-16
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2021-03-05
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2022-01-30
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Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year
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2022-01-14
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3 Explosive Stocks to Buy Right Now
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2021-09-05
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Beat the market with this quant system that’s very bullish on stocks at record highs
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2021-05-04
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2021-04-22
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2021-04-16
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2021-04-03
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2021-02-22
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2022-04-09
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Palantir Vs. Snowflake Stock: Which Is The Better Buy?
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2022-03-15
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Tesla Stock: 2022 Is The Moment Of Truth
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10:30","market":"us","language":"en","title":"7 Stocks to Buy Ahead of the Next Big Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1144536848","media":"InvestorPlace","summary":"These stocks should weather the storm if rates continue rising.Albemarle(ALB): Raised its 2022 guida","content":"<html><head></head><body><ul><li>These stocks should weather the storm if rates continue rising.</li><li><b>Albemarle</b>(<b><u>ALB</u></b>): Raised its 2022 guidance for the third time, driven by significant pricing increases from renegotiated lithium contracts.</li><li><b>Bank of America</b> (<b><u>BAC</u></b>): Q2 net interest income jumped 22% year-over-year to $12.4 billion.</li><li><b>Charles Schwab</b> (<b><u>SCHW</u></b>): Added 1 million new accounts during the second quarter.</li><li><b>CME</b>(<b>CME</b>): The derivatives exchange is expected to benefit from rising interest rates due to increased hedging against market volatility.</li><li><b>Equinix</b>(<b><u>EQIX</u></b>): The data center REIT reported record bookings, fueled by strong capacity demand.</li><li><b>Marathon Petroleum</b> (<b><u>MPC</u></b>): Operating income from the Refining & Marketing segment skyrocketed to $7.1 billion.</li><li><b>T-Mobile</b> (<b><u>TMUS</u></b>): Postpaid subscriber additions in Q2 surpassed the combined subscriber additions of its rivals in the 5G space.</li></ul><p>Wall Street is searching for solid stocks to buy that could shield long-term portfolios from market volatility ahead of the anticipated interest rate hikes.</p><p>While inflation may have peaked in July, it remains well above the Federal Reserve’s (Fed) 2% target. So far in 2022, the central bank has already raised its overnight lending rate by 2.25%.</p><p>Investors will most likely see further interest rate hikes through the rest of the year in the Fed’s bid to bring down inflation.</p><p>Chairman Jerome Powell recently remarked that the Fed aims to utilize its policymaking “tools forcefully to bring demand and supply into better balance.” Thus, the Fed is committed to a more contractionary monetary policy in the months ahead.</p><p>Meanwhile, August ended on a down note, reversing some of the gains seen earlier in the summer. As a result, the benchmark <b>S&P 500</b> index is currently down 17% year-to-date (YTD), compared with the nearly 25% decline in the <b>Nasdaq 100</b> index.</p><p>Against this backdrop, it’s no surprise that investors are increasingly focused on stable stocks to buy in sectors that may outperform the broader market. Among them are the financial, communication services, healthcare and utilities sectors.</p><p>With that information, here are the seven stocks to buy that have significant potential to benefit from rising interest rates.</p><p><b>Albemarle (ALB)</b></p><p>52-week range: $169.93 – $298.17</p><p><b>Albemarle</b>(NYSE:<b>ALB</b>) is the largest lithium producer worldwide, relying on its salt brine deposits in Chile and the U.S., as well as from its joint venture mines in Australia.</p><p>The company is also a global leader in bromine production, used widely in flame retardants.</p><p>The lithium giant released Q2 results on Aug. 3. Revenue soared 91% year over year (YOY) to $1.48 billion. Adjusted earnings per share skyrocketed to $3.45 per diluted share, up 288% from 89 cents in the prior-year quarter. Cash and equivalents ended the quarter at $930.6 million.</p><p>The lithium segment continues to benefit from growth in the electric vehicle (EV) space. This segment achieved 178% year-over-year revenue growth, driven by a significant increase in pricing from renegotiated lithium contracts.</p><p>Meanwhile, the Inflation Reduction Act that specifically addresses EV batteries and energy storage should also offer further tailwinds for long-term growth.</p><p>Meanwhile, management raised its 2022 guidance for the third time. It now projects revenue to grow by at least 110% to a range of $7.1 billion to $7.5 billion.</p><p>ALB stock is up almost 15% YTD. Shares are trading at 14.2 times forward earnings and 7.7 times sales.</p><p>Analysts’ 12-month median price forecast for Albemarle stock stands at $300. Investors could regard dips in ALB stock as an opportunity to enter the lithium leader.</p><p><b>Bank of America (BAC)</b></p><p>52-week range: $29.67 – $50.11</p><p><b>Bank of America</b> (NYSE:<b><u>BAC</u></b>) is the second-largest bank in the U.S., with more than $2 trillion in assets. It offers consumer banking, wealth management, investment management and global banking services.</p><p>The bank announced Q2 financials on Jul. 18. Revenue increased 6% year over year to $22.7 billion. Diluted earnings came in at 73 cents per diluted share, down 29% from $1.03 in the prior-year quarter.</p><p>The financial giant is extremely sensitive to changes in interest rates. For instance, in Q2, net interest income soared 22% year over year to $12.4 billion.</p><p>The bank revealed that another 1% increase in interest rates would cause net interest income to jump by roughly $5 billion over the next 12 months.</p><p>Meanwhile, average loan and lease balances jumped 12% year over year to $1 trillion. The bank boasts a significant commercial loan base with floating-rate loans. Management anticipates an additional $1 billion net interest income in the third quarter.</p><p>So far in 2022, BAC stock is down 24.5%, making it one of the best banking stocks to buy on the dip.</p><p>It currently generates a 2.6% dividend yield. Shares look like a great value at 10.7 times forward earnings and 1.1 times book value. The 12-month median price forecast for BAC stock stands at $42.</p><p><b>Charles Schwab (SCHW)</b></p><p>52-week range: $59.35 – $96.24</p><p><b>Charles Schwab</b> (NYSE:<b><u>SCHW</u></b>) is the largest brokerage firm in the U.S. It offers securities brokerage, asset management, and banking services. Client assets exceeded $8 trillion at the end of 2021.</p><p>The brokerage name released Q2 results on Jul. 18. Revenue soared 13% year over year to $5.1 billion, driven primarily by a 31% increase in net interest income. Adjusted earnings per share came in at 97 cents, up 39% from 70 cents a year ago.</p><p>The company added 1 million new accounts during the quarter. It currently has roughly 34 million active accounts, representing 5% year-over-year growth.</p><p>Given its banking business with over $400 billion of deposits, Schwab is expected to deliver substantial earnings growth driven by rising interest rates. Interest rate-related revenue currently accounts for more than 50% of net revenue.</p><p>SCHW stock is down almost 16% year to date, making it among the better stocks to buy on the dip. It supports a 1.2% dividend yield at the current price level. Shares trade at18.4 times forward earnings and 4 times book value. Wall Street’s 12-month median price forecast for Charles Schwab stock stands at$86.5.</p><p><b>CME Group (CME)</b></p><p>52-week range: $183.15 – $256.94</p><p><b>CME Group</b>(NASDAQ:<b>CME</b>) is the largest derivatives exchange in the U.S. It operates the <b>Chicago Board of Trade</b>, the <b>Chicago Mercantile Exchange</b> and the <b>New York Mercantile Exchange</b>.</p><p>The exchange reportedQ2 results in late July. The company reported revenue of $1.24 billion, compared to $1.18 billion a year ago. Adjusted net income increased to $1.97 per diluted share, up from $1.64 in the prior-year quarter. Cash and equivalents ended the quarter at $1.9 billion.</p><p>The derivatives exchange is well-known for its interest rate products. These instruments allow investors to lock in borrowing costs to hedge the interest rates on assets and liabilities.</p><p>Rising interest rates imply that more and more investors will be interested in hedging various risks and looking for stock to buy that accomplish that.</p><p>Meanwhile, CME pays a quarterly dividend plus a variable dividend at the end of the year based on the company’s earnings. The current dividend yield stands at 2%.</p><p>CME stock is down more than 14% year to date. Shares are trading at 24.9 times forward earnings and 2.5 times book value.</p><p>The 12-month median price forecast for CME stock stands at $216.</p><p><b>Equinix(EQIX)</b></p><p>52-week range: $606.12 – $885.26</p><p><b>Equinix</b> (NASDAQ:<b><u>EQIX</u></b>) is one of the largest data center real estate investment trusts (REITs) worldwide.</p><p>It specializes in digital infrastructure and global interconnection services and serves a diversified base of global enterprises in 31 countries.</p><p>The data center giant issued Q2 metrics on Jul. 27. Revenue increased 10% year over year to $1.8 billion, marking the REIT’s 78th consecutive quarter of revenue growth.</p><p>Adjusted funds from operations (“AFFO”) stood at $7.58 per share, a 6% increase over the previous quarter. Cash and equivalents ended the period at $1.9 billion.</p><p>Equinix enjoyed record bookings, driven by robust capacity demand. Strong bookings are expected to add an incremental $62 million to full-year revenue numbers.</p><p>Meanwhile, Equinix continues to expand its global platform, with close to 50 major ongoing projects in 21 countries. In 2022, management anticipates roughly 9% – 10% revenue growth along with 8% – 9% AFFO growth, making it one of the fast-growing stocks to buy for the future.</p><p>The market selloff in growth stocks has pulled EQIX stock down 22% year to date, and the dividend yield currently stands at 1.9%. The 12-month median price forecast for Equinix stock is $805. Such a move would mean an upside of over 23%.</p><p><b>Marathon Petroleum</b> <b>(MPC)</b></p><p>52-week range: $56.08 – $114.35</p><p><b>Marathon Petroleum</b> (NYSE:<b><u>MPC</u></b>) refines, produces, transports, and sells petroleum products. The company ranks as the third-largest crude oil refining company stateside, boasting total throughput of 3.1 million barrels per day.</p><p>The oil refiner announced Q2 financials on Aug. 2. Revenue jumped 82% year over year to $54.2 billion. Adjusted net income skyrocketed to $10.61 per diluted share, up from 67 cents a year ago. Cash, equivalents, and short-term investments ended the quarter at $13.3 billion.</p><p>The refiner continues to benefit from increased fuel prices, making it one of the more intriguing energy stocks to buy now.</p><p>The Refining & Marketing segment delivered an operating income of $7.1 billion, up from $224 million in the prior-year quarter. The impressive increase reflects higher margins and throughput.</p><p>The company repurchased shares worth $4.1 billion through the quarter. Meanwhile, management recently announced a new $5 billion repurchase program with no expiration date.</p><p>MPC stock is up more than 57% YTD. Shares are trading at 5.4 times forward earnings and 0.4 times sales. The 12-month median price forecast for Marathon Petroleum stands at $120.</p><p><b>T-Mobile US (TMUS)</b></p><p>52-week range: $101.51 – $148.04</p><p><b>T-Mobile</b> (NASDAQ:<b><u>TMUS</u></b>), the leading B2C wireless communications service provider, offers services via its flagship brands, T-Mobile, Metro by T-Mobile, and Sprint. In terms of wireless subscriptions, it holds third place in the U.S.</p><p>The wireless service provider announced Q2 results in late July. Revenue grew 6% year over year to $15.3 billion.</p><p>T-Mobile reported a $108 million net loss due to merger-related costs and other special expense items amounting to $1.9 billion.</p><p>Net loss per diluted share stood at 9 cents, compared to diluted earnings per share of 78 cents a year ago. Free cash flow grew 5% year over year to $1.8 billion.</p><p>In recent years, T-Mobile has achieved industry-leading growth in postpaid and broadband customers, becoming a clear leader in 5G coverage.</p><p>T-Mobile added 1.7 million postpaid customers during the quarter, including 723,000 postpaid phone customers. Postpaid subscriber additions surpassed <b>Verizon</b> (NYSE:<b>VZ</b>) and <b>AT&T</b>‘s (NYSE:<b>T</b>) additions combined.</p><p>Meanwhile, T-Mobile’s 5G wireless broadband offering added 560,000 net new customers, ending the quarter with over 1.5 million home internet subscribers.</p><p>Management anticipates adding between 6 million and 6.3 million postpaid net customers in 2022, up from a previous forecast for 5.3 million to 5.8 million subscriber additions.</p><p>TMUS stock is up 24% year to date, making it one of the telecom stocks to buy now. Shares are changing hands at 59 forward earnings and 2.3 times sales. Finally, the 12-month median price forecast for T-Mobile stock stands at$169.</p></body></html>","source":"investorplace","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 Stocks to Buy Ahead of the Next Big Rate Hikes</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\">\n7 Stocks to Buy Ahead of the Next Big Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-04 10:30 GMT+8 <a href=https://investorplace.com/2022/09/7-stocks-to-buy-ahead-of-the-next-big-rate-hikes/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These stocks should weather the storm if rates continue rising.Albemarle(ALB): Raised its 2022 guidance for the third time, driven by significant pricing increases from renegotiated lithium contracts....</p>\n\n<a href=\"https://investorplace.com/2022/09/7-stocks-to-buy-ahead-of-the-next-big-rate-hikes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2022/09/7-stocks-to-buy-ahead-of-the-next-big-rate-hikes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144536848","content_text":"These stocks should weather the storm if rates continue rising.Albemarle(ALB): Raised its 2022 guidance for the third time, driven by significant pricing increases from renegotiated lithium contracts.Bank of America (BAC): Q2 net interest income jumped 22% year-over-year to $12.4 billion.Charles Schwab (SCHW): Added 1 million new accounts during the second quarter.CME(CME): The derivatives exchange is expected to benefit from rising interest rates due to increased hedging against market volatility.Equinix(EQIX): The data center REIT reported record bookings, fueled by strong capacity demand.Marathon Petroleum (MPC): Operating income from the Refining & Marketing segment skyrocketed to $7.1 billion.T-Mobile (TMUS): Postpaid subscriber additions in Q2 surpassed the combined subscriber additions of its rivals in the 5G space.Wall Street is searching for solid stocks to buy that could shield long-term portfolios from market volatility ahead of the anticipated interest rate hikes.While inflation may have peaked in July, it remains well above the Federal Reserve’s (Fed) 2% target. So far in 2022, the central bank has already raised its overnight lending rate by 2.25%.Investors will most likely see further interest rate hikes through the rest of the year in the Fed’s bid to bring down inflation.Chairman Jerome Powell recently remarked that the Fed aims to utilize its policymaking “tools forcefully to bring demand and supply into better balance.” Thus, the Fed is committed to a more contractionary monetary policy in the months ahead.Meanwhile, August ended on a down note, reversing some of the gains seen earlier in the summer. As a result, the benchmark S&P 500 index is currently down 17% year-to-date (YTD), compared with the nearly 25% decline in the Nasdaq 100 index.Against this backdrop, it’s no surprise that investors are increasingly focused on stable stocks to buy in sectors that may outperform the broader market. Among them are the financial, communication services, healthcare and utilities sectors.With that information, here are the seven stocks to buy that have significant potential to benefit from rising interest rates.Albemarle (ALB)52-week range: $169.93 – $298.17Albemarle(NYSE:ALB) is the largest lithium producer worldwide, relying on its salt brine deposits in Chile and the U.S., as well as from its joint venture mines in Australia.The company is also a global leader in bromine production, used widely in flame retardants.The lithium giant released Q2 results on Aug. 3. Revenue soared 91% year over year (YOY) to $1.48 billion. Adjusted earnings per share skyrocketed to $3.45 per diluted share, up 288% from 89 cents in the prior-year quarter. Cash and equivalents ended the quarter at $930.6 million.The lithium segment continues to benefit from growth in the electric vehicle (EV) space. This segment achieved 178% year-over-year revenue growth, driven by a significant increase in pricing from renegotiated lithium contracts.Meanwhile, the Inflation Reduction Act that specifically addresses EV batteries and energy storage should also offer further tailwinds for long-term growth.Meanwhile, management raised its 2022 guidance for the third time. It now projects revenue to grow by at least 110% to a range of $7.1 billion to $7.5 billion.ALB stock is up almost 15% YTD. Shares are trading at 14.2 times forward earnings and 7.7 times sales.Analysts’ 12-month median price forecast for Albemarle stock stands at $300. Investors could regard dips in ALB stock as an opportunity to enter the lithium leader.Bank of America (BAC)52-week range: $29.67 – $50.11Bank of America (NYSE:BAC) is the second-largest bank in the U.S., with more than $2 trillion in assets. It offers consumer banking, wealth management, investment management and global banking services.The bank announced Q2 financials on Jul. 18. Revenue increased 6% year over year to $22.7 billion. Diluted earnings came in at 73 cents per diluted share, down 29% from $1.03 in the prior-year quarter.The financial giant is extremely sensitive to changes in interest rates. For instance, in Q2, net interest income soared 22% year over year to $12.4 billion.The bank revealed that another 1% increase in interest rates would cause net interest income to jump by roughly $5 billion over the next 12 months.Meanwhile, average loan and lease balances jumped 12% year over year to $1 trillion. The bank boasts a significant commercial loan base with floating-rate loans. Management anticipates an additional $1 billion net interest income in the third quarter.So far in 2022, BAC stock is down 24.5%, making it one of the best banking stocks to buy on the dip.It currently generates a 2.6% dividend yield. Shares look like a great value at 10.7 times forward earnings and 1.1 times book value. The 12-month median price forecast for BAC stock stands at $42.Charles Schwab (SCHW)52-week range: $59.35 – $96.24Charles Schwab (NYSE:SCHW) is the largest brokerage firm in the U.S. It offers securities brokerage, asset management, and banking services. Client assets exceeded $8 trillion at the end of 2021.The brokerage name released Q2 results on Jul. 18. Revenue soared 13% year over year to $5.1 billion, driven primarily by a 31% increase in net interest income. Adjusted earnings per share came in at 97 cents, up 39% from 70 cents a year ago.The company added 1 million new accounts during the quarter. It currently has roughly 34 million active accounts, representing 5% year-over-year growth.Given its banking business with over $400 billion of deposits, Schwab is expected to deliver substantial earnings growth driven by rising interest rates. Interest rate-related revenue currently accounts for more than 50% of net revenue.SCHW stock is down almost 16% year to date, making it among the better stocks to buy on the dip. It supports a 1.2% dividend yield at the current price level. Shares trade at18.4 times forward earnings and 4 times book value. Wall Street’s 12-month median price forecast for Charles Schwab stock stands at$86.5.CME Group (CME)52-week range: $183.15 – $256.94CME Group(NASDAQ:CME) is the largest derivatives exchange in the U.S. It operates the Chicago Board of Trade, the Chicago Mercantile Exchange and the New York Mercantile Exchange.The exchange reportedQ2 results in late July. The company reported revenue of $1.24 billion, compared to $1.18 billion a year ago. Adjusted net income increased to $1.97 per diluted share, up from $1.64 in the prior-year quarter. Cash and equivalents ended the quarter at $1.9 billion.The derivatives exchange is well-known for its interest rate products. These instruments allow investors to lock in borrowing costs to hedge the interest rates on assets and liabilities.Rising interest rates imply that more and more investors will be interested in hedging various risks and looking for stock to buy that accomplish that.Meanwhile, CME pays a quarterly dividend plus a variable dividend at the end of the year based on the company’s earnings. The current dividend yield stands at 2%.CME stock is down more than 14% year to date. Shares are trading at 24.9 times forward earnings and 2.5 times book value.The 12-month median price forecast for CME stock stands at $216.Equinix(EQIX)52-week range: $606.12 – $885.26Equinix (NASDAQ:EQIX) is one of the largest data center real estate investment trusts (REITs) worldwide.It specializes in digital infrastructure and global interconnection services and serves a diversified base of global enterprises in 31 countries.The data center giant issued Q2 metrics on Jul. 27. Revenue increased 10% year over year to $1.8 billion, marking the REIT’s 78th consecutive quarter of revenue growth.Adjusted funds from operations (“AFFO”) stood at $7.58 per share, a 6% increase over the previous quarter. Cash and equivalents ended the period at $1.9 billion.Equinix enjoyed record bookings, driven by robust capacity demand. Strong bookings are expected to add an incremental $62 million to full-year revenue numbers.Meanwhile, Equinix continues to expand its global platform, with close to 50 major ongoing projects in 21 countries. In 2022, management anticipates roughly 9% – 10% revenue growth along with 8% – 9% AFFO growth, making it one of the fast-growing stocks to buy for the future.The market selloff in growth stocks has pulled EQIX stock down 22% year to date, and the dividend yield currently stands at 1.9%. The 12-month median price forecast for Equinix stock is $805. Such a move would mean an upside of over 23%.Marathon Petroleum (MPC)52-week range: $56.08 – $114.35Marathon Petroleum (NYSE:MPC) refines, produces, transports, and sells petroleum products. The company ranks as the third-largest crude oil refining company stateside, boasting total throughput of 3.1 million barrels per day.The oil refiner announced Q2 financials on Aug. 2. Revenue jumped 82% year over year to $54.2 billion. Adjusted net income skyrocketed to $10.61 per diluted share, up from 67 cents a year ago. Cash, equivalents, and short-term investments ended the quarter at $13.3 billion.The refiner continues to benefit from increased fuel prices, making it one of the more intriguing energy stocks to buy now.The Refining & Marketing segment delivered an operating income of $7.1 billion, up from $224 million in the prior-year quarter. The impressive increase reflects higher margins and throughput.The company repurchased shares worth $4.1 billion through the quarter. Meanwhile, management recently announced a new $5 billion repurchase program with no expiration date.MPC stock is up more than 57% YTD. Shares are trading at 5.4 times forward earnings and 0.4 times sales. The 12-month median price forecast for Marathon Petroleum stands at $120.T-Mobile US (TMUS)52-week range: $101.51 – $148.04T-Mobile (NASDAQ:TMUS), the leading B2C wireless communications service provider, offers services via its flagship brands, T-Mobile, Metro by T-Mobile, and Sprint. In terms of wireless subscriptions, it holds third place in the U.S.The wireless service provider announced Q2 results in late July. Revenue grew 6% year over year to $15.3 billion.T-Mobile reported a $108 million net loss due to merger-related costs and other special expense items amounting to $1.9 billion.Net loss per diluted share stood at 9 cents, compared to diluted earnings per share of 78 cents a year ago. Free cash flow grew 5% year over year to $1.8 billion.In recent years, T-Mobile has achieved industry-leading growth in postpaid and broadband customers, becoming a clear leader in 5G coverage.T-Mobile added 1.7 million postpaid customers during the quarter, including 723,000 postpaid phone customers. Postpaid subscriber additions surpassed Verizon (NYSE:VZ) and AT&T‘s (NYSE:T) additions combined.Meanwhile, T-Mobile’s 5G wireless broadband offering added 560,000 net new customers, ending the quarter with over 1.5 million home internet subscribers.Management anticipates adding between 6 million and 6.3 million postpaid net customers in 2022, up from a previous forecast for 5.3 million to 5.8 million subscriber additions.TMUS stock is up 24% year to date, making it one of the telecom stocks to buy now. Shares are changing hands at 59 forward earnings and 2.3 times sales. Finally, the 12-month median price forecast for T-Mobile stock stands at$169.","news_type":1},"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998448707,"gmtCreate":1661050792011,"gmtModify":1676536445143,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9998448707","repostId":"2260785313","repostType":4,"repost":{"id":"2260785313","kind":"highlight","pubTimestamp":1661045446,"share":"https://ttm.financial/m/news/2260785313?lang=&edition=full_marsco","pubTime":"2022-08-21 09:30","market":"us","language":"en","title":"No, There Is No New Short-Selling Champion in Tesla Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2260785313","media":"Barrons","summary":"There was a stir in the Tesla investing community when a regulator filing indicated that asset manag","content":"<html><head></head><body><p>There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just a tempest in a teapot. There is no new short-selling champion for Tesla bears to hoist onto their shoulders.</p><p>A put option is, generally speaking, a bearish bet. It gives the holder the right to sell a stock at a fixed price in the future. Holders of put options do better the lower a stock price falls.</p><p>A quarterly regulatory filing indicated that Deer Park had amassed put-option contracts representing more than 4.8 million shares of Tesla (ticker: TSLA) stock. That much Tesla stock is worth roughly $4.3 billion at current prices. On the surface that looks like a massive bet.</p><p>But that isn't really the way options work. The price paid for an options contract depends on many factors including the strike price and time to contract expiration.</p><p>Consider Tesla put options that expire Friday Aug. 19, and give the holder the right to sell Tesla stock at about $800 a share are essentially trading for about one cent. Theoretically, amassing options contracts that reflect 4.8 million shares of Tesla could cost someone $48,000. That's a long way from $4.3 billion.</p><p>It wouldn't be a good idea, though. There isn't high probability that Tesla stock will drop about $100 in the final hour of trading Friday.</p><p>(There isn't much trading volume in those contracts. It's just an example.)</p><p>Deer Park Chief Investment Officer Scott Burg told Barron's the Tesla put-options position amounted to 0.1% of his portfolio. That isn't all that much, and indicates Deer Park probably paid the less than $1 per share represented the puts.</p><p>That isn't a lot for a stock worth about $900. That also means the put options were either expiring soon, or deeply out of the money, or both. Burg didn't get into contract specifics, but said the position was closed profitably. The tiny position is already gone.</p><p>Profits aren't hard to fathom. Tesla stock did fall, along with other technology shares, in the second quarter. Tesla stock dropped almost 38% from the end of March to the end of June while the Nasdaq Composite fell 22% over the same span.</p><p>Burg doesn't consider himself a big Tesla bear. He's says he is bearish on the overall economy and the consumer. He expects Tesla stock to struggle, but just like any other consumer discretionary stock this coming year.</p><p>The whole episode does illustrate an important lesson about options trading. There are many ways to use options in a portfolio.</p><p>Investors can buy options contracts far from current prices. They are cheap and only pay off if extreme events happen. They can also be used to bet on volatility. Options get more valuable as stock volatility rises and less valuable when volatility falls. Options can be used to hedge a portfolio, too.</p><p>What's more, bearish options bets can actually generate income for bullish investors. Take Tesla. It doesn't pay a dividend. If that irks some shareholders they can sell call options contracts. (Selling a call is similar to a put option. Both work out if the stock falls. It's a bearish bet.)</p><p>A Tesla holder selling a $900 call option that expires in September gets about $44. That's almost 5% the value of the Tesla stock. The risk with selling call options against stock held is that the stock could go up. If Tesla hit $1,000, that holder would have essentially sold some of his position for $900, missing out on the additional gain.</p><p>There are many other things pros do with options. People have careers trading options for brokerage firms and asset managers.</p><p>However, options don't indicate with certainty how someone feels about the stock that underlies the options contract.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>No, There Is No New Short-Selling Champion in Tesla Stock</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\">\nNo, There Is No New Short-Selling Champion in Tesla Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:30 GMT+8 <a href=https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA\">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-short-selling-51660942310?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260785313","content_text":"There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just a tempest in a teapot. There is no new short-selling champion for Tesla bears to hoist onto their shoulders.A put option is, generally speaking, a bearish bet. It gives the holder the right to sell a stock at a fixed price in the future. Holders of put options do better the lower a stock price falls.A quarterly regulatory filing indicated that Deer Park had amassed put-option contracts representing more than 4.8 million shares of Tesla (ticker: TSLA) stock. That much Tesla stock is worth roughly $4.3 billion at current prices. On the surface that looks like a massive bet.But that isn't really the way options work. The price paid for an options contract depends on many factors including the strike price and time to contract expiration.Consider Tesla put options that expire Friday Aug. 19, and give the holder the right to sell Tesla stock at about $800 a share are essentially trading for about one cent. Theoretically, amassing options contracts that reflect 4.8 million shares of Tesla could cost someone $48,000. That's a long way from $4.3 billion.It wouldn't be a good idea, though. There isn't high probability that Tesla stock will drop about $100 in the final hour of trading Friday.(There isn't much trading volume in those contracts. It's just an example.)Deer Park Chief Investment Officer Scott Burg told Barron's the Tesla put-options position amounted to 0.1% of his portfolio. That isn't all that much, and indicates Deer Park probably paid the less than $1 per share represented the puts.That isn't a lot for a stock worth about $900. That also means the put options were either expiring soon, or deeply out of the money, or both. Burg didn't get into contract specifics, but said the position was closed profitably. The tiny position is already gone.Profits aren't hard to fathom. Tesla stock did fall, along with other technology shares, in the second quarter. Tesla stock dropped almost 38% from the end of March to the end of June while the Nasdaq Composite fell 22% over the same span.Burg doesn't consider himself a big Tesla bear. He's says he is bearish on the overall economy and the consumer. He expects Tesla stock to struggle, but just like any other consumer discretionary stock this coming year.The whole episode does illustrate an important lesson about options trading. There are many ways to use options in a portfolio.Investors can buy options contracts far from current prices. They are cheap and only pay off if extreme events happen. They can also be used to bet on volatility. Options get more valuable as stock volatility rises and less valuable when volatility falls. Options can be used to hedge a portfolio, too.What's more, bearish options bets can actually generate income for bullish investors. Take Tesla. It doesn't pay a dividend. If that irks some shareholders they can sell call options contracts. (Selling a call is similar to a put option. Both work out if the stock falls. It's a bearish bet.)A Tesla holder selling a $900 call option that expires in September gets about $44. That's almost 5% the value of the Tesla stock. The risk with selling call options against stock held is that the stock could go up. If Tesla hit $1,000, that holder would have essentially sold some of his position for $900, missing out on the additional gain.There are many other things pros do with options. People have careers trading options for brokerage firms and asset managers.However, options don't indicate with certainty how someone feels about the stock that underlies the options contract.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999901384,"gmtCreate":1660445399250,"gmtModify":1676533471983,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9999901384","repostId":"2259170836","repostType":4,"repost":{"id":"2259170836","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1660444338,"share":"https://ttm.financial/m/news/2259170836?lang=&edition=full_marsco","pubTime":"2022-08-14 10:32","market":"us","language":"en","title":"Meme-Stock Investors Are Back! Sort Of, Anyway","url":"https://stock-news.laohu8.com/highlight/detail?id=2259170836","media":"Dow Jones","summary":"Individual investors have waded back into the stock market after laying low through the worst of thi","content":"<html><head></head><body><p>Individual investors have waded back into the stock market after laying low through the worst of this year's selloff. But don't call it a comeback yet.</p><p>So-called retail investors in the last two weeks have ramped up purchases of stocks and bullish call options, helping send meme stocks, such as Bed Bath & Beyond Inc. and AMC Entertainment Holdings Inc., skyrocketing. So far in August, both stocks have logged gains of at least 68%, putting Bed Bath & Beyond on pace for its best month in history.</p><p>The excitement hasn't been limited just to meme stocks. Earlier this month, small traders' purchases of bullish call options jumped to the highest level since April. Comments have also recently spiked on Reddit's WallStreetBets forum, a popular online watering hole for amateur traders, according to TopStonks.</p><p>Individual investors have purchased an average of $1.35 billion a day of U.S. stocks and exchange-traded funds on a net basis so far this month, according to Vanda Research through Thursday. That puts their purchases on pace for their highest monthly average since January, the month when the recent bull market peaked.</p><p>The clamor is reminiscent of the speculative fervor that cascaded over markets in 2020 and 2021, when millions of Americans got hooked on trading stocks, options and cryptocurrencies. Stuck at home during the Covid-19 pandemic and flush with stimulus checks, newbie traders banded together on online forums, pushing up shares of favorite stocks. Some made small fortunes. Others lost big.</p><p>This month is different. For one thing, individual investors' activity is still well off the record highs notched last year. Fears about decades-high inflation and a possible future recession continue to loom, confounding professionals and rookies alike on where the stock market might go from here.</p><p>Patricia Steiding, a 59-year-old office manager in California, has her future retirement on her mind, and she worries about inflation eating into her savings.</p><p>Ms. Steiding scooped up shares of meme stocks like AMC and <a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a> last year. This year, when the market turned downward, she took a break from active trading. The best place for her extra cash, she thought? Her retirement account.</p><p>Now she feels ready to start adding positions again in her E*Trade self-directed brokerage account, and she is focused on finding beaten-down stocks that could benefit as consumers keep spending. She is considering buying shares of cruise line Carnival Corp., as well as some airline stocks.</p><p>There seems to be "a little more stability in the market," Ms. Steiding said.</p><p>Another change from 2020 and 2021: Despite the recent rally, markets are still down for the year, preventing many investors from pouring in money in the same way they did last year. The average retail investor is sitting on a paper loss of 21% in their brokerage accounts this year, according to Vanda Research estimates as of Thursday. The S&P 500 is down 10% so far this year.</p><p>What's more, some of the recent rallies in speculative investments have already fizzled. American depositary receipts of AMTD Digital Inc., a little-known Asian fintech company that became a sensation among individual investors, finished Friday at roughly $192 after soaring to a closing peak of $1,679 less than two weeks earlier.</p><p>Still, analysts say, there are other factors luring investors back in. Stock splits from companies including Amazon.com Inc. and GameStop Corp. have made it cheaper for small investors to scoop up popular stocks. Lower prices across the market have encouraged many to try to buy the dip.</p><p>Those factors may have helped lay the groundwork for individuals' recent interest in speculative stocks, analysts say. And while some small traders have relished in the recent revival of meme-stock mania, others are instead focusing on what they believe will be longer-term wealth-building strategies.</p><p>Arian Adeli, an 18-year-old who is entering college in the Netherlands, dabbled in meme stocks last year, and he is still plowing money into growth stocks and cryptocurrencies. But lately, he has also been focused on buying dividend stocks whose prices have tumbled this year -- even if they aren't the trendy investment strategy among young traders.</p><p>"It's a very good opportunity to build a passive income stream," Mr. Adeli said.</p><p>To be sure, analysts say that much of the market's recent rally -- the S&P 500 has rebounded 17% since a June 16 bottom -- has been driven by professional investors. Some of them have rapidly unwound bearish wagers. Other money managers are reshuffling portfolios and adding new long positions to capitalize on the recent comeback in growth stocks.</p><p>Jason Goepfert, president of Sundial Capital Research, said a more-staid approach by some individual investors could bode well for the strength of the continuing stock-market rebound, noting that frenzied sentiment among individual investors has often signaled that a rally has gone too far.</p><p>"It's a good and positive thing to see people come back into the market and that's going to drive prices higher," Mr. Goepfert said. "We just don't want to see it get out of control."</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>Meme-Stock Investors Are Back! Sort Of, Anyway</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\">\nMeme-Stock Investors Are Back! Sort Of, Anyway\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-14 10:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Individual investors have waded back into the stock market after laying low through the worst of this year's selloff. But don't call it a comeback yet.</p><p>So-called retail investors in the last two weeks have ramped up purchases of stocks and bullish call options, helping send meme stocks, such as Bed Bath & Beyond Inc. and AMC Entertainment Holdings Inc., skyrocketing. So far in August, both stocks have logged gains of at least 68%, putting Bed Bath & Beyond on pace for its best month in history.</p><p>The excitement hasn't been limited just to meme stocks. Earlier this month, small traders' purchases of bullish call options jumped to the highest level since April. Comments have also recently spiked on Reddit's WallStreetBets forum, a popular online watering hole for amateur traders, according to TopStonks.</p><p>Individual investors have purchased an average of $1.35 billion a day of U.S. stocks and exchange-traded funds on a net basis so far this month, according to Vanda Research through Thursday. That puts their purchases on pace for their highest monthly average since January, the month when the recent bull market peaked.</p><p>The clamor is reminiscent of the speculative fervor that cascaded over markets in 2020 and 2021, when millions of Americans got hooked on trading stocks, options and cryptocurrencies. Stuck at home during the Covid-19 pandemic and flush with stimulus checks, newbie traders banded together on online forums, pushing up shares of favorite stocks. Some made small fortunes. Others lost big.</p><p>This month is different. For one thing, individual investors' activity is still well off the record highs notched last year. Fears about decades-high inflation and a possible future recession continue to loom, confounding professionals and rookies alike on where the stock market might go from here.</p><p>Patricia Steiding, a 59-year-old office manager in California, has her future retirement on her mind, and she worries about inflation eating into her savings.</p><p>Ms. Steiding scooped up shares of meme stocks like AMC and <a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a> last year. This year, when the market turned downward, she took a break from active trading. The best place for her extra cash, she thought? Her retirement account.</p><p>Now she feels ready to start adding positions again in her E*Trade self-directed brokerage account, and she is focused on finding beaten-down stocks that could benefit as consumers keep spending. She is considering buying shares of cruise line Carnival Corp., as well as some airline stocks.</p><p>There seems to be "a little more stability in the market," Ms. Steiding said.</p><p>Another change from 2020 and 2021: Despite the recent rally, markets are still down for the year, preventing many investors from pouring in money in the same way they did last year. The average retail investor is sitting on a paper loss of 21% in their brokerage accounts this year, according to Vanda Research estimates as of Thursday. The S&P 500 is down 10% so far this year.</p><p>What's more, some of the recent rallies in speculative investments have already fizzled. American depositary receipts of AMTD Digital Inc., a little-known Asian fintech company that became a sensation among individual investors, finished Friday at roughly $192 after soaring to a closing peak of $1,679 less than two weeks earlier.</p><p>Still, analysts say, there are other factors luring investors back in. Stock splits from companies including Amazon.com Inc. and GameStop Corp. have made it cheaper for small investors to scoop up popular stocks. Lower prices across the market have encouraged many to try to buy the dip.</p><p>Those factors may have helped lay the groundwork for individuals' recent interest in speculative stocks, analysts say. And while some small traders have relished in the recent revival of meme-stock mania, others are instead focusing on what they believe will be longer-term wealth-building strategies.</p><p>Arian Adeli, an 18-year-old who is entering college in the Netherlands, dabbled in meme stocks last year, and he is still plowing money into growth stocks and cryptocurrencies. But lately, he has also been focused on buying dividend stocks whose prices have tumbled this year -- even if they aren't the trendy investment strategy among young traders.</p><p>"It's a very good opportunity to build a passive income stream," Mr. Adeli said.</p><p>To be sure, analysts say that much of the market's recent rally -- the S&P 500 has rebounded 17% since a June 16 bottom -- has been driven by professional investors. Some of them have rapidly unwound bearish wagers. Other money managers are reshuffling portfolios and adding new long positions to capitalize on the recent comeback in growth stocks.</p><p>Jason Goepfert, president of Sundial Capital Research, said a more-staid approach by some individual investors could bode well for the strength of the continuing stock-market rebound, noting that frenzied sentiment among individual investors has often signaled that a rally has gone too far.</p><p>"It's a good and positive thing to see people come back into the market and that's going to drive prices higher," Mr. Goepfert said. "We just don't want to see it get out of control."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUBO":"fuboTV Inc.","ISBC":"投资者银行","BBBY":"3B家居","CUK":"嘉年华存托凭证","AMC":"AMC院线","BK4211":"区域性银行","CCL":"嘉年华邮轮"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259170836","content_text":"Individual investors have waded back into the stock market after laying low through the worst of this year's selloff. But don't call it a comeback yet.So-called retail investors in the last two weeks have ramped up purchases of stocks and bullish call options, helping send meme stocks, such as Bed Bath & Beyond Inc. and AMC Entertainment Holdings Inc., skyrocketing. So far in August, both stocks have logged gains of at least 68%, putting Bed Bath & Beyond on pace for its best month in history.The excitement hasn't been limited just to meme stocks. Earlier this month, small traders' purchases of bullish call options jumped to the highest level since April. Comments have also recently spiked on Reddit's WallStreetBets forum, a popular online watering hole for amateur traders, according to TopStonks.Individual investors have purchased an average of $1.35 billion a day of U.S. stocks and exchange-traded funds on a net basis so far this month, according to Vanda Research through Thursday. That puts their purchases on pace for their highest monthly average since January, the month when the recent bull market peaked.The clamor is reminiscent of the speculative fervor that cascaded over markets in 2020 and 2021, when millions of Americans got hooked on trading stocks, options and cryptocurrencies. Stuck at home during the Covid-19 pandemic and flush with stimulus checks, newbie traders banded together on online forums, pushing up shares of favorite stocks. Some made small fortunes. Others lost big.This month is different. For one thing, individual investors' activity is still well off the record highs notched last year. Fears about decades-high inflation and a possible future recession continue to loom, confounding professionals and rookies alike on where the stock market might go from here.Patricia Steiding, a 59-year-old office manager in California, has her future retirement on her mind, and she worries about inflation eating into her savings.Ms. Steiding scooped up shares of meme stocks like AMC and fuboTV Inc. last year. This year, when the market turned downward, she took a break from active trading. The best place for her extra cash, she thought? Her retirement account.Now she feels ready to start adding positions again in her E*Trade self-directed brokerage account, and she is focused on finding beaten-down stocks that could benefit as consumers keep spending. She is considering buying shares of cruise line Carnival Corp., as well as some airline stocks.There seems to be \"a little more stability in the market,\" Ms. Steiding said.Another change from 2020 and 2021: Despite the recent rally, markets are still down for the year, preventing many investors from pouring in money in the same way they did last year. The average retail investor is sitting on a paper loss of 21% in their brokerage accounts this year, according to Vanda Research estimates as of Thursday. The S&P 500 is down 10% so far this year.What's more, some of the recent rallies in speculative investments have already fizzled. American depositary receipts of AMTD Digital Inc., a little-known Asian fintech company that became a sensation among individual investors, finished Friday at roughly $192 after soaring to a closing peak of $1,679 less than two weeks earlier.Still, analysts say, there are other factors luring investors back in. Stock splits from companies including Amazon.com Inc. and GameStop Corp. have made it cheaper for small investors to scoop up popular stocks. Lower prices across the market have encouraged many to try to buy the dip.Those factors may have helped lay the groundwork for individuals' recent interest in speculative stocks, analysts say. And while some small traders have relished in the recent revival of meme-stock mania, others are instead focusing on what they believe will be longer-term wealth-building strategies.Arian Adeli, an 18-year-old who is entering college in the Netherlands, dabbled in meme stocks last year, and he is still plowing money into growth stocks and cryptocurrencies. But lately, he has also been focused on buying dividend stocks whose prices have tumbled this year -- even if they aren't the trendy investment strategy among young traders.\"It's a very good opportunity to build a passive income stream,\" Mr. Adeli said.To be sure, analysts say that much of the market's recent rally -- the S&P 500 has rebounded 17% since a June 16 bottom -- has been driven by professional investors. Some of them have rapidly unwound bearish wagers. Other money managers are reshuffling portfolios and adding new long positions to capitalize on the recent comeback in growth stocks.Jason Goepfert, president of Sundial Capital Research, said a more-staid approach by some individual investors could bode well for the strength of the continuing stock-market rebound, noting that frenzied sentiment among individual investors has often signaled that a rally has gone too far.\"It's a good and positive thing to see people come back into the market and that's going to drive prices higher,\" Mr. Goepfert said. \"We just don't want to see it get out of control.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":1492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999909967,"gmtCreate":1660445126161,"gmtModify":1676533471926,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9999909967","repostId":"2259349706","repostType":4,"repost":{"id":"2259349706","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1660440324,"share":"https://ttm.financial/m/news/2259349706?lang=&edition=full_marsco","pubTime":"2022-08-14 09:25","market":"us","language":"en","title":"Inflation Surge Cools in July. Should You Still Play Defense with Your Portfolio?","url":"https://stock-news.laohu8.com/highlight/detail?id=2259349706","media":"Dow Jones","summary":"Investors hopeful about a potential retreat in U.S. inflation from its highest levels in decades hav","content":"<html><head></head><body><p>Investors hopeful about a potential retreat in U.S. inflation from its highest levels in decades have been piling into stocks, even as several high-profile investors warn the rally may be a mirage.</p><p>The latest surge in stocks helped lift the Nasdaq Composite out of bear-market territory on Wednesday and the Dow Jones Industrial Average to exit correction territory. But the sharp upswing also prompted debate about if investors should adjust their portfolios, pivoting away from defense plays.</p><p>For the past month, growth stocks in general outperformed their value counterparts. The Russell 1000 Growth Index advanced 13%, while the Russell 1000 Value Index gained 9.5%, according to Dow Jones Market data. Cathie Wood's tech-heavy <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (ARKK) rose 10% in the past month, topping the 8.3% gain of Warren Buffett's Berkshire Hathaway (BRKA) shares for the same period.</p><p>Liz Young, head of investment strategy at SoFi, said investors should consider being in the market and out of cash by the end of summer, though she remains skeptical of the quick rise of stocks since mid-June. "In the case of the Fed's current goal, markets are starting to believe in the possibility of a soft landing," Young wrote in a Thursday note.</p><p>However, that's not what the bond market has been signaling, said Nancy Davis, portfolio manager of the Quadratic Interest Rate Volatility and Inflation Hedge Exchange-Traded Fund <a href=\"https://laohu8.com/S/IVOL\">$(IVOL)$</a>. The yield of 2-year Treasury note remains higher than that of the 10-year treasury bond. "It's a substantial inversion," Davis noted. "It's really the market pricing the low- growth kind of bad scenario."</p><p>Helping to fuel risk appetite, the U.S. consumer-price index was unchanged in July, the Labor Department said Wednesday, compared with the 1.3% gain in the prior month. Economists polled by The Wall Street Journal had estimated a 0.2% advance in July.</p><p>A day later, the U.S. producer-price index fell 0.5% in July, the first negative monthly print since April 2020. That's compared with a 1% jump in June. Economists polled by The Wall Street Journal had forecast a 0.2% advance.</p><h2>A diversified portfolio?</h2><p>Mark Heppenstall, president and chief investment officer at Penn Mutual Asset Management, said that as long as inflation continues to trend lower, the classic 60/40 portfolio, with 60% invested in stocks and 40% in bonds, will continue to provide reasonable returns.</p><p>"In most market environments, it's helpful to have broad and balanced exposure," said Brian Storey, senior portfolio manager at Brinker Capital Investments.</p><p>Storey suggested that investors consider adding high-quality stocks to their portfolio. For investors with a risk posture that's a little more conservative, Storey encourages them to look outside of equity markets. "Some investment-grade fixed-income corporate bonds, or even some noncore fixed-income, like high-yield bonds, bank loans or emerging-market debt -- those are areas [where] spreads widened a lot," Storey said.</p><p>"Given that there doesn't seem to be any extreme areas of stress in financial markets over the next six-to-12 months, those are areas that should see some fairly attractive returns, particularly compared to US Treasurys," Storey said.</p><h2>Growth vs. Value Stocks</h2><p>Still, Storey has been skeptical about whether the recent rally led by growth stocks is sustainable, given that it has been partly driven by the fall in the 10-year treasury yield.</p><p>The 10-year Treasury advanced modestly for the week to 2.848% on Friday, still below its 3.482% high in June.</p><p>"I think now that we're gonna see treasury yields a little bit more range bound," said Storey. "So I think that the decline in yields that has been a catalyst for those Nasdaq stocks is probably not going to be as much of a tailwind in the future."</p><p>Even if the stock rally continues, "I don't think that people are going to be going back to the same kind of leadership names," said Stephen Hoedt, managing director at equity and fixed income research at Key Private Bank. While the rally since June has been led by some "unprofitable technology companies," the market is likely to gravitate for leadership of high quality growth companies, such as some in healthcare and consumer discretionary, Hoedt noted.</p><p>"You just can't put money to work in technology willy-nilly right now. Because there still are significant valuation concerns," Hoedt said. "And the fact that we're in a higher interest rate environment is a headwind for companies that do not have earnings or have more difficult profitability than others."</p><h2>More rate hikes</h2><p>Next week, investors will be focused on initial jobless claims data and existing home sales number.</p><p>Later this month, the Fed will hold its Jackson Hole Economic Symposium, which could be the next major catalyst for market movements, analysts said.</p><p>"There are a lot of hawkish expectations from the forward guidance," Quadratic's Davis said. While the Fed has raised interest rates by 225 basis points already this year, the market is pricing in an additional 117 basis points of hikes to come for the rest of the year, Davis noted.</p><p>She will be tuned into the Jackson Hole summit for any talk about how the Fed officials plan to use the central bank's balance sheet as a monetary policy tool to fight inflation.</p><p>For the past week, the Dow added 2.9% to around 33,761.05. The S&P 500 gained 3.3% to 4,280.15, and the Nasdaq rose 3.1% to 13,047.19.</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>Inflation Surge Cools in July. Should You Still Play Defense with Your Portfolio?</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\">\nInflation Surge Cools in July. Should You Still Play Defense with Your Portfolio?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-14 09:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors hopeful about a potential retreat in U.S. inflation from its highest levels in decades have been piling into stocks, even as several high-profile investors warn the rally may be a mirage.</p><p>The latest surge in stocks helped lift the Nasdaq Composite out of bear-market territory on Wednesday and the Dow Jones Industrial Average to exit correction territory. But the sharp upswing also prompted debate about if investors should adjust their portfolios, pivoting away from defense plays.</p><p>For the past month, growth stocks in general outperformed their value counterparts. The Russell 1000 Growth Index advanced 13%, while the Russell 1000 Value Index gained 9.5%, according to Dow Jones Market data. Cathie Wood's tech-heavy <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (ARKK) rose 10% in the past month, topping the 8.3% gain of Warren Buffett's Berkshire Hathaway (BRKA) shares for the same period.</p><p>Liz Young, head of investment strategy at SoFi, said investors should consider being in the market and out of cash by the end of summer, though she remains skeptical of the quick rise of stocks since mid-June. "In the case of the Fed's current goal, markets are starting to believe in the possibility of a soft landing," Young wrote in a Thursday note.</p><p>However, that's not what the bond market has been signaling, said Nancy Davis, portfolio manager of the Quadratic Interest Rate Volatility and Inflation Hedge Exchange-Traded Fund <a href=\"https://laohu8.com/S/IVOL\">$(IVOL)$</a>. The yield of 2-year Treasury note remains higher than that of the 10-year treasury bond. "It's a substantial inversion," Davis noted. "It's really the market pricing the low- growth kind of bad scenario."</p><p>Helping to fuel risk appetite, the U.S. consumer-price index was unchanged in July, the Labor Department said Wednesday, compared with the 1.3% gain in the prior month. Economists polled by The Wall Street Journal had estimated a 0.2% advance in July.</p><p>A day later, the U.S. producer-price index fell 0.5% in July, the first negative monthly print since April 2020. That's compared with a 1% jump in June. Economists polled by The Wall Street Journal had forecast a 0.2% advance.</p><h2>A diversified portfolio?</h2><p>Mark Heppenstall, president and chief investment officer at Penn Mutual Asset Management, said that as long as inflation continues to trend lower, the classic 60/40 portfolio, with 60% invested in stocks and 40% in bonds, will continue to provide reasonable returns.</p><p>"In most market environments, it's helpful to have broad and balanced exposure," said Brian Storey, senior portfolio manager at Brinker Capital Investments.</p><p>Storey suggested that investors consider adding high-quality stocks to their portfolio. For investors with a risk posture that's a little more conservative, Storey encourages them to look outside of equity markets. "Some investment-grade fixed-income corporate bonds, or even some noncore fixed-income, like high-yield bonds, bank loans or emerging-market debt -- those are areas [where] spreads widened a lot," Storey said.</p><p>"Given that there doesn't seem to be any extreme areas of stress in financial markets over the next six-to-12 months, those are areas that should see some fairly attractive returns, particularly compared to US Treasurys," Storey said.</p><h2>Growth vs. Value Stocks</h2><p>Still, Storey has been skeptical about whether the recent rally led by growth stocks is sustainable, given that it has been partly driven by the fall in the 10-year treasury yield.</p><p>The 10-year Treasury advanced modestly for the week to 2.848% on Friday, still below its 3.482% high in June.</p><p>"I think now that we're gonna see treasury yields a little bit more range bound," said Storey. "So I think that the decline in yields that has been a catalyst for those Nasdaq stocks is probably not going to be as much of a tailwind in the future."</p><p>Even if the stock rally continues, "I don't think that people are going to be going back to the same kind of leadership names," said Stephen Hoedt, managing director at equity and fixed income research at Key Private Bank. While the rally since June has been led by some "unprofitable technology companies," the market is likely to gravitate for leadership of high quality growth companies, such as some in healthcare and consumer discretionary, Hoedt noted.</p><p>"You just can't put money to work in technology willy-nilly right now. Because there still are significant valuation concerns," Hoedt said. "And the fact that we're in a higher interest rate environment is a headwind for companies that do not have earnings or have more difficult profitability than others."</p><h2>More rate hikes</h2><p>Next week, investors will be focused on initial jobless claims data and existing home sales number.</p><p>Later this month, the Fed will hold its Jackson Hole Economic Symposium, which could be the next major catalyst for market movements, analysts said.</p><p>"There are a lot of hawkish expectations from the forward guidance," Quadratic's Davis said. While the Fed has raised interest rates by 225 basis points already this year, the market is pricing in an additional 117 basis points of hikes to come for the rest of the year, Davis noted.</p><p>She will be tuned into the Jackson Hole summit for any talk about how the Fed officials plan to use the central bank's balance sheet as a monetary policy tool to fight inflation.</p><p>For the past week, the Dow added 2.9% to around 33,761.05. The S&P 500 gained 3.3% to 4,280.15, and the Nasdaq rose 3.1% to 13,047.19.</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":"2259349706","content_text":"Investors hopeful about a potential retreat in U.S. inflation from its highest levels in decades have been piling into stocks, even as several high-profile investors warn the rally may be a mirage.The latest surge in stocks helped lift the Nasdaq Composite out of bear-market territory on Wednesday and the Dow Jones Industrial Average to exit correction territory. But the sharp upswing also prompted debate about if investors should adjust their portfolios, pivoting away from defense plays.For the past month, growth stocks in general outperformed their value counterparts. The Russell 1000 Growth Index advanced 13%, while the Russell 1000 Value Index gained 9.5%, according to Dow Jones Market data. Cathie Wood's tech-heavy ARK Innovation ETF (ARKK) rose 10% in the past month, topping the 8.3% gain of Warren Buffett's Berkshire Hathaway (BRKA) shares for the same period.Liz Young, head of investment strategy at SoFi, said investors should consider being in the market and out of cash by the end of summer, though she remains skeptical of the quick rise of stocks since mid-June. \"In the case of the Fed's current goal, markets are starting to believe in the possibility of a soft landing,\" Young wrote in a Thursday note.However, that's not what the bond market has been signaling, said Nancy Davis, portfolio manager of the Quadratic Interest Rate Volatility and Inflation Hedge Exchange-Traded Fund $(IVOL)$. The yield of 2-year Treasury note remains higher than that of the 10-year treasury bond. \"It's a substantial inversion,\" Davis noted. \"It's really the market pricing the low- growth kind of bad scenario.\"Helping to fuel risk appetite, the U.S. consumer-price index was unchanged in July, the Labor Department said Wednesday, compared with the 1.3% gain in the prior month. Economists polled by The Wall Street Journal had estimated a 0.2% advance in July.A day later, the U.S. producer-price index fell 0.5% in July, the first negative monthly print since April 2020. That's compared with a 1% jump in June. Economists polled by The Wall Street Journal had forecast a 0.2% advance.A diversified portfolio?Mark Heppenstall, president and chief investment officer at Penn Mutual Asset Management, said that as long as inflation continues to trend lower, the classic 60/40 portfolio, with 60% invested in stocks and 40% in bonds, will continue to provide reasonable returns.\"In most market environments, it's helpful to have broad and balanced exposure,\" said Brian Storey, senior portfolio manager at Brinker Capital Investments.Storey suggested that investors consider adding high-quality stocks to their portfolio. For investors with a risk posture that's a little more conservative, Storey encourages them to look outside of equity markets. \"Some investment-grade fixed-income corporate bonds, or even some noncore fixed-income, like high-yield bonds, bank loans or emerging-market debt -- those are areas [where] spreads widened a lot,\" Storey said.\"Given that there doesn't seem to be any extreme areas of stress in financial markets over the next six-to-12 months, those are areas that should see some fairly attractive returns, particularly compared to US Treasurys,\" Storey said.Growth vs. Value StocksStill, Storey has been skeptical about whether the recent rally led by growth stocks is sustainable, given that it has been partly driven by the fall in the 10-year treasury yield.The 10-year Treasury advanced modestly for the week to 2.848% on Friday, still below its 3.482% high in June.\"I think now that we're gonna see treasury yields a little bit more range bound,\" said Storey. \"So I think that the decline in yields that has been a catalyst for those Nasdaq stocks is probably not going to be as much of a tailwind in the future.\"Even if the stock rally continues, \"I don't think that people are going to be going back to the same kind of leadership names,\" said Stephen Hoedt, managing director at equity and fixed income research at Key Private Bank. While the rally since June has been led by some \"unprofitable technology companies,\" the market is likely to gravitate for leadership of high quality growth companies, such as some in healthcare and consumer discretionary, Hoedt noted.\"You just can't put money to work in technology willy-nilly right now. Because there still are significant valuation concerns,\" Hoedt said. \"And the fact that we're in a higher interest rate environment is a headwind for companies that do not have earnings or have more difficult profitability than others.\"More rate hikesNext week, investors will be focused on initial jobless claims data and existing home sales number.Later this month, the Fed will hold its Jackson Hole Economic Symposium, which could be the next major catalyst for market movements, analysts said.\"There are a lot of hawkish expectations from the forward guidance,\" Quadratic's Davis said. While the Fed has raised interest rates by 225 basis points already this year, the market is pricing in an additional 117 basis points of hikes to come for the rest of the year, Davis noted.She will be tuned into the Jackson Hole summit for any talk about how the Fed officials plan to use the central bank's balance sheet as a monetary policy tool to fight inflation.For the past week, the Dow added 2.9% to around 33,761.05. The S&P 500 gained 3.3% to 4,280.15, and the Nasdaq rose 3.1% to 13,047.19.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990112300,"gmtCreate":1660308246903,"gmtModify":1676533448117,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990112300","repostId":"1137565495","repostType":4,"repost":{"id":"1137565495","kind":"news","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":1660305132,"share":"https://ttm.financial/m/news/1137565495?lang=&edition=full_marsco","pubTime":"2022-08-12 19:52","market":"us","language":"en","title":"Pre-Bell|Dow Futures Jumped 110 Points; This Cloud Platform Crashed Over 33%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137565495","media":"Tiger Newspress","summary":"U.S. stock futures rose on Friday with the S&P 500 headed for its fourth positive week in a row on t","content":"<html><head></head><body><p>U.S. stock futures rose on Friday with the S&P 500 headed for its fourth positive week in a row on the hope that inflation is peaking. The Dow is up 1.6% for the week, while the Nasdaq Composite is 1% higher. For the Nasdaq, it is also the fourth positive week in a row.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were up 111 points, or 0.33%, S&P 500 e-minis were up 15.25 points, or 0.36%, and Nasdaq 100 e-minis were up 53.25 points, or 0.4%.</p><p><img src=\"https://static.tigerbbs.com/ee9326266fa1ac10eade9d84d7eb9ff6\" tg-width=\"264\" tg-height=\"125\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/HNST\">The Honest Company, Inc.</a></b> – Honest Company’s stock rose 1.6% in the premarket in spite of a wider-than-expected quarterly loss. The natural consumer products maker now sees a wider full-year loss than previously thought, due to cost pressures, but expects improvement as the year goes on, including positive adjusted earnings for the fourth quarter.</p><p><b><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a></b> – Rivian shares fell 1% in premarket trading after the electric vehicle maker widened its loss estimate for 2022. It also affirmed prior production guidance.</p><p><b><a href=\"https://laohu8.com/S/ILMN\">Illumina</a></b> – Illumina tumbled 14.7% in the premarket after the gene-sequencing technology company reported quarterly profit and revenue that was lower than expected, and issued an outlook that was well short of analyst estimates. Illumina said a challenging economic environment is offsetting growth in the use of its gene-sequencing platform.</p><p><b><a href=\"https://laohu8.com/S/TOST\">Toast, Inc.</a></b> – Toast surged 12.9% in premarket action after the restaurant payment technology company raised its full-year earnings outlook. Toast reported a quarterly loss, but it was narrower than analysts had predicted, with Toast noting a record number of new locations using its technology.</p><p><b><a href=\"https://laohu8.com/S/POSH\">Poshmark, Inc.</a></b> – Poshmark fell 1.4% in the premarket after the online fashion retailer issued weaker revenue guidance than expected for the current quarter. Poshmark reported a loss for its latest quarter on increased marketing and research and development expenses, but sales were better than analysts had anticipated.</p><p><b><a href=\"https://laohu8.com/S/UP\">Wheels Up Experience Inc.</a></b> – The private jet company’s stock added 2% in premarket action after it reported better-than-expected quarterly revenue, although its loss was slightly wider than anticipated. Wheels Up also saw a 16% jump in active users.</p><p><b><a href=\"https://laohu8.com/S/OLO\">Olo Inc.</a></b> – Olo plunged 33% in premarket trading after the restaurant software maker issued a weaker-than-expected current quarter and full-year revenue outlook.</p><p><b><a href=\"https://laohu8.com/S/LZ\">LegalZoom.com, Inc</a></b> – LegalZoom added 2.1% in the premarket after the purveyor of online legal forms reported better than expected quarterly earnings.</p><p><b>Market News</b></p><p>The cooler inflation reading for July is welcome news and may mean it’s appropriate for the Federal Reserve to slow its interest-rate increase to 50 basis points at its September meeting, but the fight against fast price growth is far from over, San Francisco Fed President Mary Daly said.</p><p>Two U.S. lawmakers who chair subcommittees overseeing auto safety asked the federal auto safety regulator for a briefing on its probes into crashes involving <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> electric vehicles using Autopilot and advanced driver assistance systems.</p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> has asked suppliers to build at least as many of its next-generation iPhones this year as in 2021, counting on an affluent clientele and dwindling competition to weather a global electronics downturn. It is telling its assemblers to make 90 million of its newest devices, on par with last year, despite deteriorating projections for the smartphone market, according to people with knowledge of the matter.</p><p><b><a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a></b> said it plans to stop selling its legacy talc-based baby-powder products globally in 2023, a move that comes amid continued legal battles and years after the company discontinued the product in the US and Canada. It had made the “commercial decision” to transition all its baby powder products to use cornstarch instead of talcum powder after conducting an assessment of its portfolio.</p><p>Index provider <b><a href=\"https://laohu8.com/S/MSCI\">MSCI Inc</a></b> said on Thursday that 13 securities will be added to and eight deleted from its widely followed ACWI index as part of its quarterly index review. The three largest additions to the MSCI world index by market capitalization will be Carlisle Cos Inc, Texas Pacific Land Corp and Gaming And Leisure Properties Inc, all U.S.-based.</p><p><b><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a></b> says it now expects a 2022 loss of $5.45 billion, from a previous estimate of a $4.75 billion loss. It said it lost $1.7 billion, or $1.89 a share, in the second quarter, compared with a loss of $580 million, or $5.74 a share, in the year-ago period. Adjusted for one-time items, Rivian lost $1.62 a share in the quarter.</p><p><b><a href=\"https://laohu8.com/S/CSSEP\">Chicken Soup</a></b> takes on the Redbox network of 36,000 DVD rental kiosks, along with its own modest streaming video business. Redbox holders received 0.087 Chicken Soup shares for each Redbox share.</p><p><b><a href=\"https://laohu8.com/S/ILMN\">Illumina</a></b> reported a loss of $535 million, or $3.40 a share, compared with net income of $187 million, or $1.26 a share, in the year-ago period. Adjusted for $609 million in legal contingencies, plus selling, general and administrative expenses and other costs, earnings were 57 cents a share. Revenue rose to $1.16 billion from $1.13 billion in the year-ago quarter.</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|Dow Futures Jumped 110 Points; This Cloud Platform Crashed Over 33%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell|Dow Futures Jumped 110 Points; This Cloud Platform Crashed Over 33%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-12 19:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures rose on Friday with the S&P 500 headed for its fourth positive week in a row on the hope that inflation is peaking. The Dow is up 1.6% for the week, while the Nasdaq Composite is 1% higher. For the Nasdaq, it is also the fourth positive week in a row.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were up 111 points, or 0.33%, S&P 500 e-minis were up 15.25 points, or 0.36%, and Nasdaq 100 e-minis were up 53.25 points, or 0.4%.</p><p><img src=\"https://static.tigerbbs.com/ee9326266fa1ac10eade9d84d7eb9ff6\" tg-width=\"264\" tg-height=\"125\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/HNST\">The Honest Company, Inc.</a></b> – Honest Company’s stock rose 1.6% in the premarket in spite of a wider-than-expected quarterly loss. The natural consumer products maker now sees a wider full-year loss than previously thought, due to cost pressures, but expects improvement as the year goes on, including positive adjusted earnings for the fourth quarter.</p><p><b><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a></b> – Rivian shares fell 1% in premarket trading after the electric vehicle maker widened its loss estimate for 2022. It also affirmed prior production guidance.</p><p><b><a href=\"https://laohu8.com/S/ILMN\">Illumina</a></b> – Illumina tumbled 14.7% in the premarket after the gene-sequencing technology company reported quarterly profit and revenue that was lower than expected, and issued an outlook that was well short of analyst estimates. Illumina said a challenging economic environment is offsetting growth in the use of its gene-sequencing platform.</p><p><b><a href=\"https://laohu8.com/S/TOST\">Toast, Inc.</a></b> – Toast surged 12.9% in premarket action after the restaurant payment technology company raised its full-year earnings outlook. Toast reported a quarterly loss, but it was narrower than analysts had predicted, with Toast noting a record number of new locations using its technology.</p><p><b><a href=\"https://laohu8.com/S/POSH\">Poshmark, Inc.</a></b> – Poshmark fell 1.4% in the premarket after the online fashion retailer issued weaker revenue guidance than expected for the current quarter. Poshmark reported a loss for its latest quarter on increased marketing and research and development expenses, but sales were better than analysts had anticipated.</p><p><b><a href=\"https://laohu8.com/S/UP\">Wheels Up Experience Inc.</a></b> – The private jet company’s stock added 2% in premarket action after it reported better-than-expected quarterly revenue, although its loss was slightly wider than anticipated. Wheels Up also saw a 16% jump in active users.</p><p><b><a href=\"https://laohu8.com/S/OLO\">Olo Inc.</a></b> – Olo plunged 33% in premarket trading after the restaurant software maker issued a weaker-than-expected current quarter and full-year revenue outlook.</p><p><b><a href=\"https://laohu8.com/S/LZ\">LegalZoom.com, Inc</a></b> – LegalZoom added 2.1% in the premarket after the purveyor of online legal forms reported better than expected quarterly earnings.</p><p><b>Market News</b></p><p>The cooler inflation reading for July is welcome news and may mean it’s appropriate for the Federal Reserve to slow its interest-rate increase to 50 basis points at its September meeting, but the fight against fast price growth is far from over, San Francisco Fed President Mary Daly said.</p><p>Two U.S. lawmakers who chair subcommittees overseeing auto safety asked the federal auto safety regulator for a briefing on its probes into crashes involving <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> electric vehicles using Autopilot and advanced driver assistance systems.</p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> has asked suppliers to build at least as many of its next-generation iPhones this year as in 2021, counting on an affluent clientele and dwindling competition to weather a global electronics downturn. It is telling its assemblers to make 90 million of its newest devices, on par with last year, despite deteriorating projections for the smartphone market, according to people with knowledge of the matter.</p><p><b><a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a></b> said it plans to stop selling its legacy talc-based baby-powder products globally in 2023, a move that comes amid continued legal battles and years after the company discontinued the product in the US and Canada. It had made the “commercial decision” to transition all its baby powder products to use cornstarch instead of talcum powder after conducting an assessment of its portfolio.</p><p>Index provider <b><a href=\"https://laohu8.com/S/MSCI\">MSCI Inc</a></b> said on Thursday that 13 securities will be added to and eight deleted from its widely followed ACWI index as part of its quarterly index review. The three largest additions to the MSCI world index by market capitalization will be Carlisle Cos Inc, Texas Pacific Land Corp and Gaming And Leisure Properties Inc, all U.S.-based.</p><p><b><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a></b> says it now expects a 2022 loss of $5.45 billion, from a previous estimate of a $4.75 billion loss. It said it lost $1.7 billion, or $1.89 a share, in the second quarter, compared with a loss of $580 million, or $5.74 a share, in the year-ago period. Adjusted for one-time items, Rivian lost $1.62 a share in the quarter.</p><p><b><a href=\"https://laohu8.com/S/CSSEP\">Chicken Soup</a></b> takes on the Redbox network of 36,000 DVD rental kiosks, along with its own modest streaming video business. Redbox holders received 0.087 Chicken Soup shares for each Redbox share.</p><p><b><a href=\"https://laohu8.com/S/ILMN\">Illumina</a></b> reported a loss of $535 million, or $3.40 a share, compared with net income of $187 million, or $1.26 a share, in the year-ago period. Adjusted for $609 million in legal contingencies, plus selling, general and administrative expenses and other costs, earnings were 57 cents a share. Revenue rose to $1.16 billion from $1.13 billion in the year-ago quarter.</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":"1137565495","content_text":"U.S. stock futures rose on Friday with the S&P 500 headed for its fourth positive week in a row on the hope that inflation is peaking. The Dow is up 1.6% for the week, while the Nasdaq Composite is 1% higher. For the Nasdaq, it is also the fourth positive week in a row.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were up 111 points, or 0.33%, S&P 500 e-minis were up 15.25 points, or 0.36%, and Nasdaq 100 e-minis were up 53.25 points, or 0.4%.Pre-Market MoversThe Honest Company, Inc. – Honest Company’s stock rose 1.6% in the premarket in spite of a wider-than-expected quarterly loss. The natural consumer products maker now sees a wider full-year loss than previously thought, due to cost pressures, but expects improvement as the year goes on, including positive adjusted earnings for the fourth quarter.Rivian Automotive, Inc. – Rivian shares fell 1% in premarket trading after the electric vehicle maker widened its loss estimate for 2022. It also affirmed prior production guidance.Illumina – Illumina tumbled 14.7% in the premarket after the gene-sequencing technology company reported quarterly profit and revenue that was lower than expected, and issued an outlook that was well short of analyst estimates. Illumina said a challenging economic environment is offsetting growth in the use of its gene-sequencing platform.Toast, Inc. – Toast surged 12.9% in premarket action after the restaurant payment technology company raised its full-year earnings outlook. Toast reported a quarterly loss, but it was narrower than analysts had predicted, with Toast noting a record number of new locations using its technology.Poshmark, Inc. – Poshmark fell 1.4% in the premarket after the online fashion retailer issued weaker revenue guidance than expected for the current quarter. Poshmark reported a loss for its latest quarter on increased marketing and research and development expenses, but sales were better than analysts had anticipated.Wheels Up Experience Inc. – The private jet company’s stock added 2% in premarket action after it reported better-than-expected quarterly revenue, although its loss was slightly wider than anticipated. Wheels Up also saw a 16% jump in active users.Olo Inc. – Olo plunged 33% in premarket trading after the restaurant software maker issued a weaker-than-expected current quarter and full-year revenue outlook.LegalZoom.com, Inc – LegalZoom added 2.1% in the premarket after the purveyor of online legal forms reported better than expected quarterly earnings.Market NewsThe cooler inflation reading for July is welcome news and may mean it’s appropriate for the Federal Reserve to slow its interest-rate increase to 50 basis points at its September meeting, but the fight against fast price growth is far from over, San Francisco Fed President Mary Daly said.Two U.S. lawmakers who chair subcommittees overseeing auto safety asked the federal auto safety regulator for a briefing on its probes into crashes involving Tesla Motors electric vehicles using Autopilot and advanced driver assistance systems.Apple has asked suppliers to build at least as many of its next-generation iPhones this year as in 2021, counting on an affluent clientele and dwindling competition to weather a global electronics downturn. It is telling its assemblers to make 90 million of its newest devices, on par with last year, despite deteriorating projections for the smartphone market, according to people with knowledge of the matter.Johnson & Johnson said it plans to stop selling its legacy talc-based baby-powder products globally in 2023, a move that comes amid continued legal battles and years after the company discontinued the product in the US and Canada. It had made the “commercial decision” to transition all its baby powder products to use cornstarch instead of talcum powder after conducting an assessment of its portfolio.Index provider MSCI Inc said on Thursday that 13 securities will be added to and eight deleted from its widely followed ACWI index as part of its quarterly index review. The three largest additions to the MSCI world index by market capitalization will be Carlisle Cos Inc, Texas Pacific Land Corp and Gaming And Leisure Properties Inc, all U.S.-based.Rivian Automotive, Inc. says it now expects a 2022 loss of $5.45 billion, from a previous estimate of a $4.75 billion loss. It said it lost $1.7 billion, or $1.89 a share, in the second quarter, compared with a loss of $580 million, or $5.74 a share, in the year-ago period. Adjusted for one-time items, Rivian lost $1.62 a share in the quarter.Chicken Soup takes on the Redbox network of 36,000 DVD rental kiosks, along with its own modest streaming video business. Redbox holders received 0.087 Chicken Soup shares for each Redbox share.Illumina reported a loss of $535 million, or $3.40 a share, compared with net income of $187 million, or $1.26 a share, in the year-ago period. Adjusted for $609 million in legal contingencies, plus selling, general and administrative expenses and other costs, earnings were 57 cents a share. Revenue rose to $1.16 billion from $1.13 billion in the year-ago quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905169277,"gmtCreate":1659839061100,"gmtModify":1703766945980,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905169277","repostId":"2257249151","repostType":4,"repost":{"id":"2257249151","kind":"highlight","pubTimestamp":1659837878,"share":"https://ttm.financial/m/news/2257249151?lang=&edition=full_marsco","pubTime":"2022-08-07 10:04","market":"hk","language":"en","title":"Alibaba Has 1 Monster Hidden Asset","url":"https://stock-news.laohu8.com/highlight/detail?id=2257249151","media":"Motley Fool","summary":"Alibaba was set to IPO its stake in Ant Group in 2020 at a massive valuation. The company may be rekindling the IPO.","content":"<html><head></head><body><p><b>Alibaba</b> has taken steps that could revive an IPO of its Ant Group holding. Its previous attempt to bring the company public fetched an enormous valuation. Though its IPO was pulled off the table, Alibaba still owns a significant interest in the valuable company. Here's what's happening now.</p><h2>Hidden gem</h2><p>Ant Group operates a digital payment app branded as Alipay. The company was founded by Jack Ma, who also founded Alibaba. Alipay's 1.3 billion users transact on Alibaba's e-commerce websites and anywhere mobile payments are accepted. The app also allows users to access its money market fund, its buy now, pay later service, and online banking. Alibaba owns 33% of Ant Group.</p><p>In 2020, Ant planned to IPO as a stand-alone company, which would've valued the fast-growing company at over $300 billion. At that time, Ant Group would've been larger than U.S. banks <b>Wells Fargo</b> and <b>Goldman Sachs</b>.</p><p>Unfortunately for Ant shareholders, the IPO was scrapped at the last minute by the Chinese government, which began to issue sweeping regulations on Chinese tech companies, like Ant, that performed financial services but were not regulated like financial institutions. Many Chinese stocks, including Alibaba, began a precipitous fall. Alibaba shares fell from over $300 per share in October 2020 to their current price of around $90.</p><h2>Is Alibaba stock a buy right now?</h2><p>If Ant Group is worth over $300 billion, which it was valued at before its ill-fated IPO, Alibaba's one-third stake would be worth about $100 billion. On top of that, Alibaba's primary businesses include its popular e-commerce platform and rapid-growth cloud business, which holds 5% of the global cloud market.</p><p>Altogether, Alibaba pulled in $9.7 billion of net income in its year ended March 31, 2022. So, using its five-year average P/E ratio of 32 times as a proxy, Alibaba should be worth $310 billion. Adding the company's $100 billion stake in Ant Group would bring Alibaba's total value to approximately $410 billion. Alibaba's current market cap is only $275 billion, which may represent a significant value opportunity to shareholders.</p><p>Chinese fintech regulation was one cause of the share price's decimation, but it would appear those issues are behind the company. Shareholders are now grappling with a potential delisting of Alibaba shares from American stock exchanges. The problem with delisting is that many large institutional investment companies cannot hold shares of companies not listed on a major exchange.</p><p>Many of those investors may already be out of the stock, presenting an opportunity for individual investors able to hold shares if they move to the OTC markets or foreign exchanges. An IPO of Ant Group may be a catalyst for the market to recognize Alibaba shares' hidden value, potentially keeping it from being delisted.</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>Alibaba Has 1 Monster Hidden Asset</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\">\nAlibaba Has 1 Monster Hidden Asset\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 10:04 GMT+8 <a href=https://www.fool.com/investing/2022/08/06/alibaba-has-1-monster-hidden-asset/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba has taken steps that could revive an IPO of its Ant Group holding. Its previous attempt to bring the company public fetched an enormous valuation. Though its IPO was pulled off the table, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/06/alibaba-has-1-monster-hidden-asset/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/08/06/alibaba-has-1-monster-hidden-asset/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257249151","content_text":"Alibaba has taken steps that could revive an IPO of its Ant Group holding. Its previous attempt to bring the company public fetched an enormous valuation. Though its IPO was pulled off the table, Alibaba still owns a significant interest in the valuable company. Here's what's happening now.Hidden gemAnt Group operates a digital payment app branded as Alipay. The company was founded by Jack Ma, who also founded Alibaba. Alipay's 1.3 billion users transact on Alibaba's e-commerce websites and anywhere mobile payments are accepted. The app also allows users to access its money market fund, its buy now, pay later service, and online banking. Alibaba owns 33% of Ant Group.In 2020, Ant planned to IPO as a stand-alone company, which would've valued the fast-growing company at over $300 billion. At that time, Ant Group would've been larger than U.S. banks Wells Fargo and Goldman Sachs.Unfortunately for Ant shareholders, the IPO was scrapped at the last minute by the Chinese government, which began to issue sweeping regulations on Chinese tech companies, like Ant, that performed financial services but were not regulated like financial institutions. Many Chinese stocks, including Alibaba, began a precipitous fall. Alibaba shares fell from over $300 per share in October 2020 to their current price of around $90.Is Alibaba stock a buy right now?If Ant Group is worth over $300 billion, which it was valued at before its ill-fated IPO, Alibaba's one-third stake would be worth about $100 billion. On top of that, Alibaba's primary businesses include its popular e-commerce platform and rapid-growth cloud business, which holds 5% of the global cloud market.Altogether, Alibaba pulled in $9.7 billion of net income in its year ended March 31, 2022. So, using its five-year average P/E ratio of 32 times as a proxy, Alibaba should be worth $310 billion. Adding the company's $100 billion stake in Ant Group would bring Alibaba's total value to approximately $410 billion. Alibaba's current market cap is only $275 billion, which may represent a significant value opportunity to shareholders.Chinese fintech regulation was one cause of the share price's decimation, but it would appear those issues are behind the company. Shareholders are now grappling with a potential delisting of Alibaba shares from American stock exchanges. The problem with delisting is that many large institutional investment companies cannot hold shares of companies not listed on a major exchange.Many of those investors may already be out of the stock, presenting an opportunity for individual investors able to hold shares if they move to the OTC markets or foreign exchanges. An IPO of Ant Group may be a catalyst for the market to recognize Alibaba shares' hidden value, potentially keeping it from being delisted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905160808,"gmtCreate":1659839004006,"gmtModify":1703766944004,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9905160808","repostId":"1140000941","repostType":4,"repost":{"id":"1140000941","kind":"news","pubTimestamp":1659838665,"share":"https://ttm.financial/m/news/1140000941?lang=&edition=full_marsco","pubTime":"2022-08-07 10:17","market":"us","language":"en","title":"Weekend Stock Spotlight: PayPal, General Electric, Ford And How Ethereum Miners Are Fighting The Merge","url":"https://stock-news.laohu8.com/highlight/detail?id=1140000941","media":"Benzinga","summary":"ZINGER KEY POINTSWhy PayPal may have reached at an attractive level to buy the stock after falling 6","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Why PayPal may have reached at an attractive level to buy the stock after falling 68% from its high of around $308.</li><li>As Ethereum's upcoming Merge draws near, groups are making plans for forks to run the old version of Ethereum using miners.</li></ul><p>In "GE Stock Is a Buy as Breakup Looms," Barron's Al Root writes that after more than 20 years of decline, <b>General Electric Co</b> is entering the final stages of a dismantling process that will leave just three parts remaining.</p><p>"Buy PayPal Stock. The Battered Payments Company Is Starting to Perk Up," by Barron's Carleton English, explores why <b>PayPal Holdings Inc</b> may have reached at an attractive level to buy the stock after falling 68% from its high of around $308.</p><p>"Shale Drillers Warn of Higher Costs as They Report Record Profits," by The Wall Street Journal's Benoît Morenne, says that shale companies, like <b>Pioneer Natural Resources Co</b> and <b>Continental Resources Inc</b> are reporting exponentially higher profits but are warning that inflation is leading to increased spending.</p><p>In The Wall Street Journal's "At Ford, Quality Is Now Problem 1," Nora Eckert writes about the steps being taken by <b>Josh Halliburton</b>, the newly hired executive director of quality at <b>Ford Motor Co</b>, to help improve the automaker's quality record.</p><p>"Fed’s Bowman Backs More Large Rate Hikes Until Inflation Eases," by Bloomberg's Jonnelle Marte, explains why Fed Governor <b>Michelle Bowman</b> says the Federal Reserve should remain open to large interest rate hikes similar to the 75 basis-point increase in July.</p></body></html>","source":"lsy1606299360108","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>Weekend Stock Spotlight: PayPal, General Electric, Ford And How Ethereum Miners Are Fighting The Merge</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\">\nWeekend Stock Spotlight: PayPal, General Electric, Ford And How Ethereum Miners Are Fighting The Merge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 10:17 GMT+8 <a href=https://www.benzinga.com/news/large-cap/22/08/28387359/weekend-stock-spotlight><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSWhy PayPal may have reached at an attractive level to buy the stock after falling 68% from its high of around $308.As Ethereum's upcoming Merge draws near, groups are making plans for...</p>\n\n<a href=\"https://www.benzinga.com/news/large-cap/22/08/28387359/weekend-stock-spotlight\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","GE":"GE航空航天","PYPL":"PayPal"},"source_url":"https://www.benzinga.com/news/large-cap/22/08/28387359/weekend-stock-spotlight","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140000941","content_text":"ZINGER KEY POINTSWhy PayPal may have reached at an attractive level to buy the stock after falling 68% from its high of around $308.As Ethereum's upcoming Merge draws near, groups are making plans for forks to run the old version of Ethereum using miners.In \"GE Stock Is a Buy as Breakup Looms,\" Barron's Al Root writes that after more than 20 years of decline, General Electric Co is entering the final stages of a dismantling process that will leave just three parts remaining.\"Buy PayPal Stock. The Battered Payments Company Is Starting to Perk Up,\" by Barron's Carleton English, explores why PayPal Holdings Inc may have reached at an attractive level to buy the stock after falling 68% from its high of around $308.\"Shale Drillers Warn of Higher Costs as They Report Record Profits,\" by The Wall Street Journal's Benoît Morenne, says that shale companies, like Pioneer Natural Resources Co and Continental Resources Inc are reporting exponentially higher profits but are warning that inflation is leading to increased spending.In The Wall Street Journal's \"At Ford, Quality Is Now Problem 1,\" Nora Eckert writes about the steps being taken by Josh Halliburton, the newly hired executive director of quality at Ford Motor Co, to help improve the automaker's quality record.\"Fed’s Bowman Backs More Large Rate Hikes Until Inflation Eases,\" by Bloomberg's Jonnelle Marte, explains why Fed Governor Michelle Bowman says the Federal Reserve should remain open to large interest rate hikes similar to the 75 basis-point increase in July.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908601814,"gmtCreate":1659366741939,"gmtModify":1705979578167,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908601814","repostId":"1136914958","repostType":4,"isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908603703,"gmtCreate":1659366686402,"gmtModify":1705979577202,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9908603703","repostId":"2255791495","repostType":4,"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075072819,"gmtCreate":1658119179831,"gmtModify":1676536108601,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075072819","repostId":"1123306573","repostType":4,"repost":{"id":"1123306573","kind":"news","pubTimestamp":1658202743,"share":"https://ttm.financial/m/news/1123306573?lang=&edition=full_marsco","pubTime":"2022-07-19 11:52","market":"us","language":"en","title":"3 Dangerous Dow Stocks to Sell Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1123306573","media":"InvestorPlace","summary":"Sticky inflation and recession fears are sending shockwaves through the stock market. Here are three","content":"<html><head></head><body><ul><li>Sticky inflation and recession fears are sending shockwaves through the stock market. Here are three vulnerable Dow stocks to sell before the beating worsens.</li><li><b>Goldman Sachs</b>(<b><u>GS</u></b>): Bank earnings have begun with underwhelming results. Goldman is next on the chopping block.</li><li><b>Caterpillar</b>(<b><u>CAT</u></b>): The commodity unwind has taken cyclical stocks to the woodshed.</li><li><b>Walgreens Boots Alliance</b>(<b><u>WBA</u></b>): Walgreens shares have been sinking for seven years and look terrible after last month's earnings report.</li></ul><p>Inflation stormed the stage again this week with a pair of hotter-than-expected reports for June. The news had investors rushing the exits as odds of a 1% rate hike at the Federal Reserve’s next meeting surged past 50%. Emboldened bears have returned, and the backdrop for risk assets is as treacherous as ever. While some Dow stocks are holding firm against the onslaught, many look terrible. Today I’m featuring three dangerous Dow stocks to sell now.</p><p>They all suffer from relative weakness and boast some of the worst price charts of all the giants that call the <b>Dow Jones Industrial Average</b> home. The thing with underperformance is it tends to feed on itself. Would-be buyers often steer clear in favor of stronger stocks that offer cleaner trends and easier upside. After analyzing the daily and weekly time frames, these were the three worst-lookers of the bunch.</p><p><b>Goldman Sachs (GS)</b><img src=\"https://static.tigerbbs.com/1b9186086a7a23dfa23d99846d261759\" tg-width=\"1856\" tg-height=\"855\" referrerpolicy=\"no-referrer\"/>Source: The thinkorswim® platform from TD Ameritrade</p><p><b>JPMorgan Chase</b>(NYSE:<b><u>JPM</u></b>) kicked off bank earnings with an underwhelming report on Thursday that had the banking giant off 5%. The negative commentary from CEO Jamie Dimon regarding the economy’s prospects didn’t help either. I think <b>Goldman Sachs</b>(NYSE:<b><u>GS</u></b>) could be next on the chopping block. Shares slipped alongside JPM stock but still have plenty of room to fall before giving back all of the post-pandemic gains.</p><p>The leading investment bank is scheduled to report earnings on Monday morning, but given the issues weighing on asset values, it’s unlikely GS will fare any better than its predecessor. Recessions aren’t known for their kindness to banks.</p><p>On the price front, GS is in a consistent daily downtrend below all moving averages. The weekly 200-day moving average beckons as the next stop at $265.</p><p><b>Caterpillar (CAT)</b><img src=\"https://static.tigerbbs.com/e1a6df5e403b4dacd10e181912894b36\" tg-width=\"1855\" tg-height=\"853\" referrerpolicy=\"no-referrer\"/>Source: The thinkorswim® platform from TD Ameritrade</p><p>I can think of three reasons to abandon<b>Caterpillar</b>(NYSE:<b><u>CAT</u></b>). First, it’s one of the messiest movers in the Dow. The price chart is riddled with gaps and sharp moves in both directions, giving little edge to traders. Second, it’s suffered alongside the recent fallout in basic materials and commodities. Just over one month ago, it was nearing its 52-week high. Now, after falling virtually every day since, prices have cracked significant support, completed a topping pattern and notched a 52-week low. The turnaround has left heaps of resistance overhead to thwart future recovery attempts.</p><p>Third, the sudden shift away from commodities has taken and will continue to take a toll on cyclical stocks like Cat and <b>Deere</b>(NYSE:<b><u>DE</u></b>). Recessions are their kryptonite. While prices are extremely oversold in the short run, and a bounce could be in store, I suggest selling in the strength and revisiting CAT later when things have improved.</p><p><b>Walgreens Boots Alliance (WBA)</b><img src=\"https://static.tigerbbs.com/ff66a1d400bf78b8ba00f4bb7ba99f79\" tg-width=\"1856\" tg-height=\"856\" referrerpolicy=\"no-referrer\"/>Source: The thinkorswim® platform from TD Ameritrade</p><p>Today’s final contender for dangerous Dow stocks to sell is <b>Walgreens Boots Alliance</b>(NASDAQ:<b><u>WBA</u></b>). Most large-cap stocks were flourishing before this year’s reversal of fortune. Walgreens wasn’t one of them. Over the past seven years, the wellness store has suffered in good times and bad. Shares peaked in 2015 at $97.30 and have since crumbled by 62%.</p><p>This year’s descent gives little hope for an end to the spiral. Distribution days litter the chart, and prices were torched following last month’s earnings announcement. WBA failed to rebound alongside the rest of the market recently and fell to a 52-week low on Thursday amid increasing volume.</p><p>Look for prices to fall to the 2020 lows near $33.</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>3 Dangerous Dow Stocks to Sell Now</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 Dangerous Dow Stocks to Sell Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 11:52 GMT+8 <a href=https://investorplace.com/dow-stocks-to-sell/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sticky inflation and recession fears are sending shockwaves through the stock market. Here are three vulnerable Dow stocks to sell before the beating worsens.Goldman Sachs(GS): Bank earnings have ...</p>\n\n<a href=\"https://investorplace.com/dow-stocks-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WBA":"沃尔格林联合博姿","GS":"高盛","CAT":"卡特彼勒"},"source_url":"https://investorplace.com/dow-stocks-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123306573","content_text":"Sticky inflation and recession fears are sending shockwaves through the stock market. Here are three vulnerable Dow stocks to sell before the beating worsens.Goldman Sachs(GS): Bank earnings have begun with underwhelming results. Goldman is next on the chopping block.Caterpillar(CAT): The commodity unwind has taken cyclical stocks to the woodshed.Walgreens Boots Alliance(WBA): Walgreens shares have been sinking for seven years and look terrible after last month's earnings report.Inflation stormed the stage again this week with a pair of hotter-than-expected reports for June. The news had investors rushing the exits as odds of a 1% rate hike at the Federal Reserve’s next meeting surged past 50%. Emboldened bears have returned, and the backdrop for risk assets is as treacherous as ever. While some Dow stocks are holding firm against the onslaught, many look terrible. Today I’m featuring three dangerous Dow stocks to sell now.They all suffer from relative weakness and boast some of the worst price charts of all the giants that call the Dow Jones Industrial Average home. The thing with underperformance is it tends to feed on itself. Would-be buyers often steer clear in favor of stronger stocks that offer cleaner trends and easier upside. After analyzing the daily and weekly time frames, these were the three worst-lookers of the bunch.Goldman Sachs (GS)Source: The thinkorswim® platform from TD AmeritradeJPMorgan Chase(NYSE:JPM) kicked off bank earnings with an underwhelming report on Thursday that had the banking giant off 5%. The negative commentary from CEO Jamie Dimon regarding the economy’s prospects didn’t help either. I think Goldman Sachs(NYSE:GS) could be next on the chopping block. Shares slipped alongside JPM stock but still have plenty of room to fall before giving back all of the post-pandemic gains.The leading investment bank is scheduled to report earnings on Monday morning, but given the issues weighing on asset values, it’s unlikely GS will fare any better than its predecessor. Recessions aren’t known for their kindness to banks.On the price front, GS is in a consistent daily downtrend below all moving averages. The weekly 200-day moving average beckons as the next stop at $265.Caterpillar (CAT)Source: The thinkorswim® platform from TD AmeritradeI can think of three reasons to abandonCaterpillar(NYSE:CAT). First, it’s one of the messiest movers in the Dow. The price chart is riddled with gaps and sharp moves in both directions, giving little edge to traders. Second, it’s suffered alongside the recent fallout in basic materials and commodities. Just over one month ago, it was nearing its 52-week high. Now, after falling virtually every day since, prices have cracked significant support, completed a topping pattern and notched a 52-week low. The turnaround has left heaps of resistance overhead to thwart future recovery attempts.Third, the sudden shift away from commodities has taken and will continue to take a toll on cyclical stocks like Cat and Deere(NYSE:DE). Recessions are their kryptonite. While prices are extremely oversold in the short run, and a bounce could be in store, I suggest selling in the strength and revisiting CAT later when things have improved.Walgreens Boots Alliance (WBA)Source: The thinkorswim® platform from TD AmeritradeToday’s final contender for dangerous Dow stocks to sell is Walgreens Boots Alliance(NASDAQ:WBA). Most large-cap stocks were flourishing before this year’s reversal of fortune. Walgreens wasn’t one of them. Over the past seven years, the wellness store has suffered in good times and bad. Shares peaked in 2015 at $97.30 and have since crumbled by 62%.This year’s descent gives little hope for an end to the spiral. Distribution days litter the chart, and prices were torched following last month’s earnings announcement. WBA failed to rebound alongside the rest of the market recently and fell to a 52-week low on Thursday amid increasing volume.Look for prices to fall to the 2020 lows near $33.","news_type":1},"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075076705,"gmtCreate":1658119145207,"gmtModify":1676536108585,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075076705","repostId":"1176257132","repostType":4,"isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076487969,"gmtCreate":1657892714051,"gmtModify":1676536077936,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076487969","repostId":"1191680095","repostType":4,"repost":{"id":"1191680095","kind":"news","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":1657891980,"share":"https://ttm.financial/m/news/1191680095?lang=&edition=full_marsco","pubTime":"2022-07-15 21:33","market":"us","language":"en","title":"Dow Pops 400 Points As Wall Street Digests Fresh Batch of Bank Earnings, Strong Retail Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=1191680095","media":"Tiger Newspress","summary":"U.S. stock futures popped on Friday as traders digested a fresh batch of bank earnings and retail sa","content":"<html><head></head><body><p>U.S. stock futures popped on Friday as traders digested a fresh batch of bank earnings and retail sales that came in ahead of expectations.</p><p>Dow Jones Industrial Average futures gained 354 points, or 1.16%. S&P 500 jumped 1% and Nasdaq 100 futures added 0.85%.</p><p>A new round of bank results from Wells FargoandCitigroupoffered further insight into the state of the economy. Wells Fargo shares slipped more than 1% in the premarket as quarterly profits declined 48% and the bank set aside funds for bad loans.Citigroup added 3% as the bank beat estimates and benefitted from a rising rate environment.</p><p>A day earlier, investors combed through troubling reports from JPMorgan Chase and Morgan Stanley, which kicked off major bank earnings, and also weighed the likelihood of larger interest rate hikes from the Federal Reserve and looming recession concerns.</p><p>Shares of JPMorgan Chase dropped about 3.5%after the bank said it built up reserves for bad loans, and suspended share buybacks. Meanwhile, Morgan Stanley’s stock declined 0.4% after reporting weaker-than-expected investment banking revenue.</p><p>“I don’t have a lot of bullishness on our ability to grow earnings in this environment,” G Squared Private Wealth CIO Victoria Greene said Thursday on CNBC’s “Closing Bell: Overtime.” “I don’t think it was bad or tragic, you know, but I think unfortunately, this earnings season, any miss on earnings or margins is going to be punished and any actual beats may actually be picked apart.”</p><p>June retail sales came in ahead of expectations on Friday, rising 1% on a monthly basis and ahead of Dow Jones’ estimate of 0.9% and indicating that consumers are bolstering retail spending even as inflation hits record highs.</p><p>In corporate news, Pinterest shares surged 14% following a Wall Street Journal report that said activist investor Elliott Management took a stake of more than 9% in the social media company.</p><p>Wall Street is coming off a mixed session, with the Dow dropping nearly 0.5% on Tuesday. The S&P 500 dipped 0.3%, and the Nasdaq Composite inched 0.03% higher.</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>Dow Pops 400 Points As Wall Street Digests Fresh Batch of Bank Earnings, Strong Retail Sales</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\">\nDow Pops 400 Points As Wall Street Digests Fresh Batch of Bank Earnings, Strong Retail Sales\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\">2022-07-15 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures popped on Friday as traders digested a fresh batch of bank earnings and retail sales that came in ahead of expectations.</p><p>Dow Jones Industrial Average futures gained 354 points, or 1.16%. S&P 500 jumped 1% and Nasdaq 100 futures added 0.85%.</p><p>A new round of bank results from Wells FargoandCitigroupoffered further insight into the state of the economy. Wells Fargo shares slipped more than 1% in the premarket as quarterly profits declined 48% and the bank set aside funds for bad loans.Citigroup added 3% as the bank beat estimates and benefitted from a rising rate environment.</p><p>A day earlier, investors combed through troubling reports from JPMorgan Chase and Morgan Stanley, which kicked off major bank earnings, and also weighed the likelihood of larger interest rate hikes from the Federal Reserve and looming recession concerns.</p><p>Shares of JPMorgan Chase dropped about 3.5%after the bank said it built up reserves for bad loans, and suspended share buybacks. Meanwhile, Morgan Stanley’s stock declined 0.4% after reporting weaker-than-expected investment banking revenue.</p><p>“I don’t have a lot of bullishness on our ability to grow earnings in this environment,” G Squared Private Wealth CIO Victoria Greene said Thursday on CNBC’s “Closing Bell: Overtime.” “I don’t think it was bad or tragic, you know, but I think unfortunately, this earnings season, any miss on earnings or margins is going to be punished and any actual beats may actually be picked apart.”</p><p>June retail sales came in ahead of expectations on Friday, rising 1% on a monthly basis and ahead of Dow Jones’ estimate of 0.9% and indicating that consumers are bolstering retail spending even as inflation hits record highs.</p><p>In corporate news, Pinterest shares surged 14% following a Wall Street Journal report that said activist investor Elliott Management took a stake of more than 9% in the social media company.</p><p>Wall Street is coming off a mixed session, with the Dow dropping nearly 0.5% on Tuesday. The S&P 500 dipped 0.3%, and the Nasdaq Composite inched 0.03% higher.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191680095","content_text":"U.S. stock futures popped on Friday as traders digested a fresh batch of bank earnings and retail sales that came in ahead of expectations.Dow Jones Industrial Average futures gained 354 points, or 1.16%. S&P 500 jumped 1% and Nasdaq 100 futures added 0.85%.A new round of bank results from Wells FargoandCitigroupoffered further insight into the state of the economy. Wells Fargo shares slipped more than 1% in the premarket as quarterly profits declined 48% and the bank set aside funds for bad loans.Citigroup added 3% as the bank beat estimates and benefitted from a rising rate environment.A day earlier, investors combed through troubling reports from JPMorgan Chase and Morgan Stanley, which kicked off major bank earnings, and also weighed the likelihood of larger interest rate hikes from the Federal Reserve and looming recession concerns.Shares of JPMorgan Chase dropped about 3.5%after the bank said it built up reserves for bad loans, and suspended share buybacks. Meanwhile, Morgan Stanley’s stock declined 0.4% after reporting weaker-than-expected investment banking revenue.“I don’t have a lot of bullishness on our ability to grow earnings in this environment,” G Squared Private Wealth CIO Victoria Greene said Thursday on CNBC’s “Closing Bell: Overtime.” “I don’t think it was bad or tragic, you know, but I think unfortunately, this earnings season, any miss on earnings or margins is going to be punished and any actual beats may actually be picked apart.”June retail sales came in ahead of expectations on Friday, rising 1% on a monthly basis and ahead of Dow Jones’ estimate of 0.9% and indicating that consumers are bolstering retail spending even as inflation hits record highs.In corporate news, Pinterest shares surged 14% following a Wall Street Journal report that said activist investor Elliott Management took a stake of more than 9% in the social media company.Wall Street is coming off a mixed session, with the Dow dropping nearly 0.5% on Tuesday. The S&P 500 dipped 0.3%, and the Nasdaq Composite inched 0.03% higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071641130,"gmtCreate":1657527462220,"gmtModify":1676536020460,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9071641130","repostId":"1164092479","repostType":4,"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073323533,"gmtCreate":1657288337622,"gmtModify":1676535985432,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Dip drop ?","listText":"Dip drop ?","text":"Dip drop ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073323533","repostId":"1173595514","repostType":4,"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051254289,"gmtCreate":1654702813241,"gmtModify":1676535495439,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9051254289","repostId":"1154025268","repostType":2,"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050610118,"gmtCreate":1654181125634,"gmtModify":1676535408107,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9050610118","repostId":"1144656441","repostType":4,"repost":{"id":"1144656441","kind":"news","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":1654180266,"share":"https://ttm.financial/m/news/1144656441?lang=&edition=full_marsco","pubTime":"2022-06-02 22:31","market":"us","language":"en","title":"Fed Vice Chair Lael Brainard Says It’s Hard to See the Case for the Fed Pausing Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1144656441","media":"Tiger Newspress","summary":"Federal Reserve Vice Chair Lael Brainard said Thursday that it’s unlikely the central bank will be t","content":"<html><head></head><body><p>Federal Reserve Vice Chair Lael Brainard said Thursday that it’s unlikely the central bank will be taking a break from its current rate-hiking cycle anytime soon.</p><p>Though she stressed that Fed policymakers will remain data-dependent, Brainard said the most likely path will be that the increases will continue until inflation is tamed.</p><p>“Right now, it’s very hard to see the case for a pause,” she told CNBC’sSara Eisenduring a live “Squawk on the Street” interview. “We’ve still got a lot of work to do to get inflation down to our 2% target.”</p><p>The idea of implementing two more 50 basis point rate increases over the summer then taking a step back in September has been floated by a few officials, most notably Atlanta Fed President Raphael Bostic. Minutes from the May meeting indicated some support for the idea of evaluating where things stand in the fall, but there were no commitments.</p><p>In recent days, policymakers including San Francisco Fed President Mary Daly and Governor Christopher Waller have stressed the importance of using the central bank’s policy tools aggressively to bring down inflation running around its fastest pace since the early 1980s.</p><p>“We’re certainly going to do what is necessary to bring inflation back down,” Brainard said. “That’s our No. 1 challenge right now. We are starting from a position of strength. The economy has a lot of momentum.”</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>Fed Vice Chair Lael Brainard Says It’s Hard to See the Case for the Fed Pausing Rate Hikes</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\">\nFed Vice Chair Lael Brainard Says It’s Hard to See the Case for the Fed Pausing Rate Hikes\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\">2022-06-02 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Federal Reserve Vice Chair Lael Brainard said Thursday that it’s unlikely the central bank will be taking a break from its current rate-hiking cycle anytime soon.</p><p>Though she stressed that Fed policymakers will remain data-dependent, Brainard said the most likely path will be that the increases will continue until inflation is tamed.</p><p>“Right now, it’s very hard to see the case for a pause,” she told CNBC’sSara Eisenduring a live “Squawk on the Street” interview. “We’ve still got a lot of work to do to get inflation down to our 2% target.”</p><p>The idea of implementing two more 50 basis point rate increases over the summer then taking a step back in September has been floated by a few officials, most notably Atlanta Fed President Raphael Bostic. Minutes from the May meeting indicated some support for the idea of evaluating where things stand in the fall, but there were no commitments.</p><p>In recent days, policymakers including San Francisco Fed President Mary Daly and Governor Christopher Waller have stressed the importance of using the central bank’s policy tools aggressively to bring down inflation running around its fastest pace since the early 1980s.</p><p>“We’re certainly going to do what is necessary to bring inflation back down,” Brainard said. “That’s our No. 1 challenge right now. We are starting from a position of strength. The economy has a lot of momentum.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144656441","content_text":"Federal Reserve Vice Chair Lael Brainard said Thursday that it’s unlikely the central bank will be taking a break from its current rate-hiking cycle anytime soon.Though she stressed that Fed policymakers will remain data-dependent, Brainard said the most likely path will be that the increases will continue until inflation is tamed.“Right now, it’s very hard to see the case for a pause,” she told CNBC’sSara Eisenduring a live “Squawk on the Street” interview. “We’ve still got a lot of work to do to get inflation down to our 2% target.”The idea of implementing two more 50 basis point rate increases over the summer then taking a step back in September has been floated by a few officials, most notably Atlanta Fed President Raphael Bostic. Minutes from the May meeting indicated some support for the idea of evaluating where things stand in the fall, but there were no commitments.In recent days, policymakers including San Francisco Fed President Mary Daly and Governor Christopher Waller have stressed the importance of using the central bank’s policy tools aggressively to bring down inflation running around its fastest pace since the early 1980s.“We’re certainly going to do what is necessary to bring inflation back down,” Brainard said. “That’s our No. 1 challenge right now. We are starting from a position of strength. The economy has a lot of momentum.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027762461,"gmtCreate":1654090105653,"gmtModify":1676535392168,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027762461","repostId":"2240556413","repostType":4,"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022731173,"gmtCreate":1653577939592,"gmtModify":1676535307752,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022731173","repostId":"2238050922","repostType":4,"repost":{"id":"2238050922","kind":"highlight","pubTimestamp":1653575163,"share":"https://ttm.financial/m/news/2238050922?lang=&edition=full_marsco","pubTime":"2022-05-26 22:26","market":"us","language":"en","title":"4 Widely Held Stocks Billionaires Dumped in the First Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=2238050922","media":"Motley Fool","summary":"Select billionaire money managers significantly pared down their positions in these popular stocks.","content":"<html><head></head><body><p>A little more than a week ago, Wall Street's brightest and most-successful money managers lifted their funds' proverbial hoods and gave investors a look at what they'd been buying and selling in the most-recent quarter.</p><p>Although Form 13F filings demonstrated quite a bit of buying from active money managers, especially in beaten-down growth stocks, they also unveiled some potentially surprising selling activity. What follows are four widely held stocks that billionaire money managers dumped during the first quarter.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F681419%2Finvestor-pressing-sell-button-getty.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Shopify</h2><p>To begin with, cloud-based e-commerce platform <b>Shopify</b> was given a sizable reduction by Stephen Mandel of Lone Pine Capital. Entering 2022, Mandel's fund held a greater than 1% stake in Shopify's outstanding shares. But following the sale of more than 355,000 shares during the first quarter, Lone Pine's stake is down to about 0.91%.</p><p>The likeliest reason for Mandel paring down one of Lone Pine's core positions is the expectation that a recession will occur in the United States. With first-quarter U.S. gross domestic product (GDP) retracing 1.4%, there's even a possibility we're already in a recession and just don't (officially) know it.</p><p>Since Shopify's operating model is primarily geared to help small businesses grow, and small businesses might not be profitable or time-tested, there's some level of concern that a key component of Shopify's growth could struggle for however long a U.S. economic slowdown/recession lasts.</p><p>The other possible reason for Mandel reducing Lone Pine's stake in Shopify is valuation. The company has consistently traded at a nosebleed premium to its sales and profit potential since the pandemic began. On one hand, this made sense given the e-commerce solutions the company provides. With various lockdowns throughout the U.S. and internationally, consumers turned to online retail solutions en masse in 2020.</p><p>On the other hand, with inflation soaring and access to capital becoming pricier as lending rates rise, growth prospects for small businesses appear muted. Even with Shopify nearly 80% below its all-time high, set just six months ago, the company still trades at 6 times Wall Street's forecast sales in 2022 and at a triple-digit projected price-to-earnings ratio.</p><p>While I do believe a premium is warranted for Shopify's impressive growth rate, it could be a bumpy ride until the Fed's monetary tightening cycle is complete.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F681419%2F16756851854_91c8a910c8_k.jpg&w=700&op=resize\" referrerpolicy=\"no-referrer\"/><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p><h2>Berkshire Hathaway</h2><p>Another widely held stock that was given the partial heave-ho in the first quarter by a billionaire money manager is conglomerate <b>Berkshire Hathaway</b>. Jim Simons of Renaissance Technologies sold 868,800 Class B shares (BRK.B), which amounted to a 92% reduction in his fund's stake, relative to where things stood on Dec. 31, 2021.</p><p>The most logical reason to nearly exit this position in Berkshire probably has to do with signs of economic weakness in the United States. As noted, U.S. GDP went backward in the first quarter, and a number of recent big-box retailer reports have shown inventory levels are rising and low-income consumers are feeling the pinch of inflation. Because Berkshire Hathaway's investment portfolio is packed with cyclical businesses, shares of the company are at risk of coming under some short-term pressure.</p><p>However, it would be foolish (with a small 'f') to overlook Buffett's long-term track record. Since taking over as CEO in 1965, he's led the company's Class A shares (BRK.A) to an average annual return of 20.1%, which works out to 3,641,613%, in aggregate, over 57 years. By acquiring and investing in time-tested businesses, and hanging on to those investments for long periods, Buffett has demonstrated how powerful time and patience can be.</p><p>What's more, Buffett's company is on pace to collect more than $6 billion in dividend income over the next 12 months. Companies that pay a dividend are almost always profitable and time-tested. They also have a history of vastly outperforming stocks that don't pay a dividend.</p><p>In other words, Simons' fund may eventually regret selling most of its stake in Berkshire Hathaway.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F681419%2Fhacker-bitcoin-cryptocurrency-money-finances-laptop-illegal-getty.jpg&w=700&op=resize\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>CrowdStrike Holdings</h2><p>Cybersecurity stock <b>CrowdStrike Holdings</b> is yet another widely held stock that was on one billionaire's sell list in the first quarter. Philippe Laffont of Coatue Management sold nearly 485,000 shares, equating to 44% of Coatue's stake entering 2022.</p><p>The probable reason for Laffont to reduce his fund's position in CrowdStrike is valuation. Similar to Shopify, CrowdStrike has traded at a nosebleed valuation relative to sales and profits since the pandemic began.</p><p>As a premier provider of end-user security, it found itself in the right place at the right time when the pandemic hit and people were forced to lean on the internet and cloud more than ever before. But even after a 50% retracement in its shares, CrowdStrike is still valued at 16 times Wall Street's sales estimate for the company in 2022, and north of 100 times analysts' profit projection.</p><p>Although CrowdStrike is pricey, it does have two catalysts working in its favor. First, cybersecurity has evolved into a basic necessity over the past two decades. No matter how poorly the U.S. economy is performing, businesses of all sizes need protection. Because hackers and robots don't take a day off from trying to steal data, demand for cybersecurity solutions remains elevated.</p><p>The other buy-side catalyst is the company's cloud-native platform, known as Falcon. This platform oversees about a trillion events daily and leans on artificial intelligence to become more efficient at recognizing and responding to potential threats over time. A gross retention rate of 98% suggests that businesses have come to trust CrowdStrike's solutions.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F681419%2Ftsla-model-s.jpg&w=700&op=resize\" referrerpolicy=\"no-referrer\"/><span>Charging a Tesla Model S. Image source: Tesla.</span></p><h2>Tesla</h2><p>Lastly, at least one billionaire was hitting the brakes on electric vehicle (EV) manufacturer <b>Tesla</b>. Israel Englander of Millennium Management sold 551,827 shares of Tesla during the first quarter, which was just shy of half of his fund's stake entering the year.</p><p>Why sell Tesla? The most obvious reason would be the expectation of production shortfalls and challenges in the coming quarters. Whereas most major automakers have reduced production due to supply shortages, Tesla has maintained a production pace that would allow the company to eclipse the psychologically important 1 million mark this year. However, with strict COVID-19 lockdowns in China, meeting previous production forecasts appears all but impossible now.</p><p>Valuation has been a persistent concern, as well, for years. While traditional auto stocks are valued at single-digit price-to-earnings multiples, Tesla was valued as high as 15 times sales and more than 100 times forecast earnings earlier this year. Even now, with shares 47% below their all-time high, Tesla is still valued at a lofty 8 times Wall Street's forecast for sales and 54 times projected profits for 2022.</p><p>On the other side of the coin, we have Tesla's competitive advantages, such as its mass production, as well as the range, power, and capacity provided by its batteries. First-mover advantages certainly count for something in next-big-thing industries, and it's hard to overlook the EV maker's market share lead in the U.S.</p><p>However, CEO Elon Musk looks to be the real wild card for the company -- and it's never a good thing when the CEO is the focus. Though innovative, Musk has proved to be a liability and distraction for Tesla on more than one occasion. In an economic environment where valuations are being heavily scrutinized by Wall Street and investors, Tesla is a company that might not fare well.</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>4 Widely Held Stocks Billionaires Dumped in the First Quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Widely Held Stocks Billionaires Dumped in the First Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 22:26 GMT+8 <a href=https://www.fool.com/investing/2022/05/26/4-widely-held-stocks-billionaires-dumped-in-q1/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A little more than a week ago, Wall Street's brightest and most-successful money managers lifted their funds' proverbial hoods and gave investors a look at what they'd been buying and selling in the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/26/4-widely-held-stocks-billionaires-dumped-in-q1/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","BRK.A":"伯克希尔","TSLA":"特斯拉","BRK.B":"伯克希尔B","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2022/05/26/4-widely-held-stocks-billionaires-dumped-in-q1/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238050922","content_text":"A little more than a week ago, Wall Street's brightest and most-successful money managers lifted their funds' proverbial hoods and gave investors a look at what they'd been buying and selling in the most-recent quarter.Although Form 13F filings demonstrated quite a bit of buying from active money managers, especially in beaten-down growth stocks, they also unveiled some potentially surprising selling activity. What follows are four widely held stocks that billionaire money managers dumped during the first quarter.Image source: Getty Images.ShopifyTo begin with, cloud-based e-commerce platform Shopify was given a sizable reduction by Stephen Mandel of Lone Pine Capital. Entering 2022, Mandel's fund held a greater than 1% stake in Shopify's outstanding shares. But following the sale of more than 355,000 shares during the first quarter, Lone Pine's stake is down to about 0.91%.The likeliest reason for Mandel paring down one of Lone Pine's core positions is the expectation that a recession will occur in the United States. With first-quarter U.S. gross domestic product (GDP) retracing 1.4%, there's even a possibility we're already in a recession and just don't (officially) know it.Since Shopify's operating model is primarily geared to help small businesses grow, and small businesses might not be profitable or time-tested, there's some level of concern that a key component of Shopify's growth could struggle for however long a U.S. economic slowdown/recession lasts.The other possible reason for Mandel reducing Lone Pine's stake in Shopify is valuation. The company has consistently traded at a nosebleed premium to its sales and profit potential since the pandemic began. On one hand, this made sense given the e-commerce solutions the company provides. With various lockdowns throughout the U.S. and internationally, consumers turned to online retail solutions en masse in 2020.On the other hand, with inflation soaring and access to capital becoming pricier as lending rates rise, growth prospects for small businesses appear muted. Even with Shopify nearly 80% below its all-time high, set just six months ago, the company still trades at 6 times Wall Street's forecast sales in 2022 and at a triple-digit projected price-to-earnings ratio.While I do believe a premium is warranted for Shopify's impressive growth rate, it could be a bumpy ride until the Fed's monetary tightening cycle is complete.Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.Berkshire HathawayAnother widely held stock that was given the partial heave-ho in the first quarter by a billionaire money manager is conglomerate Berkshire Hathaway. Jim Simons of Renaissance Technologies sold 868,800 Class B shares (BRK.B), which amounted to a 92% reduction in his fund's stake, relative to where things stood on Dec. 31, 2021.The most logical reason to nearly exit this position in Berkshire probably has to do with signs of economic weakness in the United States. As noted, U.S. GDP went backward in the first quarter, and a number of recent big-box retailer reports have shown inventory levels are rising and low-income consumers are feeling the pinch of inflation. Because Berkshire Hathaway's investment portfolio is packed with cyclical businesses, shares of the company are at risk of coming under some short-term pressure.However, it would be foolish (with a small 'f') to overlook Buffett's long-term track record. Since taking over as CEO in 1965, he's led the company's Class A shares (BRK.A) to an average annual return of 20.1%, which works out to 3,641,613%, in aggregate, over 57 years. By acquiring and investing in time-tested businesses, and hanging on to those investments for long periods, Buffett has demonstrated how powerful time and patience can be.What's more, Buffett's company is on pace to collect more than $6 billion in dividend income over the next 12 months. Companies that pay a dividend are almost always profitable and time-tested. They also have a history of vastly outperforming stocks that don't pay a dividend.In other words, Simons' fund may eventually regret selling most of its stake in Berkshire Hathaway.Image source: Getty Images.CrowdStrike HoldingsCybersecurity stock CrowdStrike Holdings is yet another widely held stock that was on one billionaire's sell list in the first quarter. Philippe Laffont of Coatue Management sold nearly 485,000 shares, equating to 44% of Coatue's stake entering 2022.The probable reason for Laffont to reduce his fund's position in CrowdStrike is valuation. Similar to Shopify, CrowdStrike has traded at a nosebleed valuation relative to sales and profits since the pandemic began.As a premier provider of end-user security, it found itself in the right place at the right time when the pandemic hit and people were forced to lean on the internet and cloud more than ever before. But even after a 50% retracement in its shares, CrowdStrike is still valued at 16 times Wall Street's sales estimate for the company in 2022, and north of 100 times analysts' profit projection.Although CrowdStrike is pricey, it does have two catalysts working in its favor. First, cybersecurity has evolved into a basic necessity over the past two decades. No matter how poorly the U.S. economy is performing, businesses of all sizes need protection. Because hackers and robots don't take a day off from trying to steal data, demand for cybersecurity solutions remains elevated.The other buy-side catalyst is the company's cloud-native platform, known as Falcon. This platform oversees about a trillion events daily and leans on artificial intelligence to become more efficient at recognizing and responding to potential threats over time. A gross retention rate of 98% suggests that businesses have come to trust CrowdStrike's solutions.Charging a Tesla Model S. Image source: Tesla.TeslaLastly, at least one billionaire was hitting the brakes on electric vehicle (EV) manufacturer Tesla. Israel Englander of Millennium Management sold 551,827 shares of Tesla during the first quarter, which was just shy of half of his fund's stake entering the year.Why sell Tesla? The most obvious reason would be the expectation of production shortfalls and challenges in the coming quarters. Whereas most major automakers have reduced production due to supply shortages, Tesla has maintained a production pace that would allow the company to eclipse the psychologically important 1 million mark this year. However, with strict COVID-19 lockdowns in China, meeting previous production forecasts appears all but impossible now.Valuation has been a persistent concern, as well, for years. While traditional auto stocks are valued at single-digit price-to-earnings multiples, Tesla was valued as high as 15 times sales and more than 100 times forecast earnings earlier this year. Even now, with shares 47% below their all-time high, Tesla is still valued at a lofty 8 times Wall Street's forecast for sales and 54 times projected profits for 2022.On the other side of the coin, we have Tesla's competitive advantages, such as its mass production, as well as the range, power, and capacity provided by its batteries. First-mover advantages certainly count for something in next-big-thing industries, and it's hard to overlook the EV maker's market share lead in the U.S.However, CEO Elon Musk looks to be the real wild card for the company -- and it's never a good thing when the CEO is the focus. Though innovative, Musk has proved to be a liability and distraction for Tesla on more than one occasion. In an economic environment where valuations are being heavily scrutinized by Wall Street and investors, Tesla is a company that might not fare well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021659312,"gmtCreate":1653050490736,"gmtModify":1676535214528,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021659312","repostId":"2236016118","repostType":4,"repost":{"id":"2236016118","kind":"highlight","pubTimestamp":1653049962,"share":"https://ttm.financial/m/news/2236016118?lang=&edition=full_marsco","pubTime":"2022-05-20 20:32","market":"us","language":"en","title":"Amazon Cut From Focus List at Citi, but Still a Top Pick","url":"https://stock-news.laohu8.com/highlight/detail?id=2236016118","media":"Seekingalpha","summary":"Amazon (NASDAQ:AMZN) is not safe from softening consumer spending trends, Citi says.The New York-bas","content":"<html><head></head><body><p>Amazon (NASDAQ:AMZN) is not safe from softening consumer spending trends, Citi says.</p><p>The New York-based bank indicated that while it still believes in the eCommerce and cloud giant, the recent slide for shares and growing inflation concerns prompted some reflection.</p><p>“Given macro uncertainty and lack of near-term catalysts, we are removing Amazon from Citi’s NAM Focus List,” a note released on Friday morning reads.</p><p>The bank’s analyst Ronald Josey added that a weaker consumer in a more challenged macro environment could meaningfully impact earnings moving forward. Even Amazon (AMZN), he advised, will not be able to completely avoid the changing dynamics in consumer discretionary spending.</p><p>Still, the Seattle-based behemoth remains a top pick for the internet sector and remains “Buy” rated at the bank. Josey indicated that while the removal from a “Focus List” indicates some trepidation, it does not break the overall bullish thesis on the stock. Indeed, the troubled consumer could prove positive for Amazon (AMZN) in his view.</p><p>“We believe Amazon remains relatively well positioned to reaccelerate retail growth in [the second half of 2022] and we view July’s Prime Day and the upcoming Back-to-School and Holiday shopping seasons as core catalysts, particularly as comps get significantly easier beginning in [the third quarter] on what we believe are modest expectations,” Josey wrote. “To the extent other retailers pass on inflationary costs and fees to consumers via higher pricing, we believe Amazon is likely to follow to remain competitive on prices overall.”</p><p>As a result of these encouraging dynamics, Josey indicated the current post-plunge entry point is quite promising even if there might be short-term pain.</p><p>“We believe much of the risk is priced in, particularly for longer-term investors,” he wrote to clients, reiterating a $4,100 price target for shares.</p><p>Shares of Amazon (AMZN) accelerated 1.78% to the upside 90 minutes prior to Friday's market open.</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>Amazon Cut From Focus List at Citi, but Still a Top Pick</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Cut From Focus List at Citi, but Still a Top Pick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 20:32 GMT+8 <a href=https://seekingalpha.com/news/3841298-amazon-cut-from-focus-list-at-citi-but-still-a-top-pick><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon (NASDAQ:AMZN) is not safe from softening consumer spending trends, Citi says.The New York-based bank indicated that while it still believes in the eCommerce and cloud giant, the recent slide ...</p>\n\n<a href=\"https://seekingalpha.com/news/3841298-amazon-cut-from-focus-list-at-citi-but-still-a-top-pick\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","C":"花旗"},"source_url":"https://seekingalpha.com/news/3841298-amazon-cut-from-focus-list-at-citi-but-still-a-top-pick","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236016118","content_text":"Amazon (NASDAQ:AMZN) is not safe from softening consumer spending trends, Citi says.The New York-based bank indicated that while it still believes in the eCommerce and cloud giant, the recent slide for shares and growing inflation concerns prompted some reflection.“Given macro uncertainty and lack of near-term catalysts, we are removing Amazon from Citi’s NAM Focus List,” a note released on Friday morning reads.The bank’s analyst Ronald Josey added that a weaker consumer in a more challenged macro environment could meaningfully impact earnings moving forward. Even Amazon (AMZN), he advised, will not be able to completely avoid the changing dynamics in consumer discretionary spending.Still, the Seattle-based behemoth remains a top pick for the internet sector and remains “Buy” rated at the bank. Josey indicated that while the removal from a “Focus List” indicates some trepidation, it does not break the overall bullish thesis on the stock. Indeed, the troubled consumer could prove positive for Amazon (AMZN) in his view.“We believe Amazon remains relatively well positioned to reaccelerate retail growth in [the second half of 2022] and we view July’s Prime Day and the upcoming Back-to-School and Holiday shopping seasons as core catalysts, particularly as comps get significantly easier beginning in [the third quarter] on what we believe are modest expectations,” Josey wrote. “To the extent other retailers pass on inflationary costs and fees to consumers via higher pricing, we believe Amazon is likely to follow to remain competitive on prices overall.”As a result of these encouraging dynamics, Josey indicated the current post-plunge entry point is quite promising even if there might be short-term pain.“We believe much of the risk is priced in, particularly for longer-term investors,” he wrote to clients, reiterating a $4,100 price target for shares.Shares of Amazon (AMZN) accelerated 1.78% to the upside 90 minutes prior to Friday's market open.","news_type":1},"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021650737,"gmtCreate":1653050447829,"gmtModify":1676535214520,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575807346407979","idStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9021650737","repostId":"1136827320","repostType":4,"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":354342067,"gmtCreate":1617147875759,"gmtModify":1704696350440,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575807346407979","authorIdStr":"3575807346407979"},"themes":[],"htmlText":"Pls cmt and like","listText":"Pls cmt and like","text":"Pls cmt and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/354342067","repostId":"1163996400","repostType":4,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379486784,"gmtCreate":1618789940048,"gmtModify":1704714805423,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575807346407979","authorIdStr":"3575807346407979"},"themes":[],"htmlText":"Pls like n cmt","listText":"Pls like n cmt","text":"Pls like n cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/379486784","repostId":"1162662309","repostType":4,"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136906236,"gmtCreate":1621988502525,"gmtModify":1704365470644,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575807346407979","authorIdStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/136906236","repostId":"2138196079","repostType":4,"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581761980405366","authorId":"3581761980405366","name":"J288","avatar":"https://static.tigerbbs.com/f139ffb0e1f3cec014732c0986adcded","crmLevel":4,"crmLevelSwitch":1,"idStr":"3581761980405366","authorIdStr":"3581761980405366"},"content":"help me pls. Tq","text":"help me pls. Tq","html":"help me pls. Tq"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378344802,"gmtCreate":1619006137506,"gmtModify":1704718163390,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575807346407979","authorIdStr":"3575807346407979"},"themes":[],"htmlText":"Pls like n cmt","listText":"Pls like n cmt","text":"Pls like n cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/378344802","repostId":"2129829074","repostType":4,"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569477879515338","authorId":"3569477879515338","name":"EmmanuelQeen","avatar":"https://static.tigerbbs.com/229c717db2c50af149c3454594cc38dd","crmLevel":5,"crmLevelSwitch":0,"idStr":"3569477879515338","authorIdStr":"3569477879515338"},"content":"ok, pls give a response to this reply. tq!","text":"ok, pls give a response to this reply. tq!","html":"ok, pls give a response to this reply. tq!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345539741,"gmtCreate":1618322794183,"gmtModify":1704709159364,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575807346407979","authorIdStr":"3575807346407979"},"themes":[],"htmlText":"Pls like n cmt","listText":"Pls like n cmt","text":"Pls like n 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cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/367987216","repostId":"1151606825","repostType":4,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093130692,"gmtCreate":1643548434829,"gmtModify":1676533830160,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575807346407979","authorIdStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9093130692","repostId":"1157223555","repostType":4,"repost":{"id":"1157223555","kind":"news","pubTimestamp":1643443466,"share":"https://ttm.financial/m/news/1157223555?lang=&edition=full_marsco","pubTime":"2022-01-29 16:04","market":"us","language":"en","title":"Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1157223555","media":"Bloomberg","summary":"Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve wi","content":"<html><head></head><body><p>Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.</p><p>Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.</p><p>Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.</p><p>The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.</p><p>Fed Kicks Off Most Aggressive Global Tightening in Decades</p><p>“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”</p><p>The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.</p><p>Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.</p><p>Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase & Co. and Deutsche Bank AG see five.</p><p>Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.</p><p>Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.</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>Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs Predicts Fed Will Raise Rates Five Times This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 16:04 GMT+8 <a href=https://finance.yahoo.com/news/goldman-sachs-predicts-fed-raise-071350897.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.Economists led by Jan ...</p>\n\n<a href=\"https://finance.yahoo.com/news/goldman-sachs-predicts-fed-raise-071350897.html\">Web Link</a>\n\n</div>\n\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":"https://finance.yahoo.com/news/goldman-sachs-predicts-fed-raise-071350897.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157223555","content_text":"Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.Fed Kicks Off Most Aggressive Global Tightening in Decades“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase & Co. and Deutsche Bank AG see five.Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005955579,"gmtCreate":1642155143183,"gmtModify":1676533687285,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575807346407979","authorIdStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9005955579","repostId":"2203761712","repostType":4,"repost":{"id":"2203761712","kind":"highlight","pubTimestamp":1642154400,"share":"https://ttm.financial/m/news/2203761712?lang=&edition=full_marsco","pubTime":"2022-01-14 18:00","market":"us","language":"en","title":"3 Explosive Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2203761712","media":"Motley Fool","summary":"The market sell-off isn't taking into account how strong these companies are.","content":"<html><head></head><body><p>Explosive, high-growth stocks have been hated by the stock market lately. Most are down significantly from their highs, and it's time to take advantage of these sale prices.</p><p>Three stocks with massive upside potential are <b>Crowdstrike </b>(NASDAQ:CRWD), <b>The Trade Desk</b> (NASDAQ:TTD), and <b>Twilio</b> (NYSE:TWLO). Each has both explosive growth and exciting 2022 prospects. Additionally, all are more than 30% below their all-time highs, giving investors a chance to buy at a bargain price.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a909bb3cfb7abaedc74cfef9296edc0a\" tg-width=\"700\" tg-height=\"423\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Crowdstrike</h2><p>Crowdstrike's mission is simple: "to stop breaches." To achieve that, Crowdstrike created a cloud-native security platform securing network endpoints like laptops and phones. Its software can be used by employees everywhere, not just in the office. Many cybersecurity companies exist, but Crowdstrike separates itself from the field with its threat graph. This competitive advantage uses artificial intelligence (AI) to gather data from other attacks across all of its customers and then use that information to prevent attacks locally.</p><p>Businesses have rapidly adopted Crowdstrike's technology. Crowdstrike's revenue increased 63% to $380 million during the third quarter by adding over 1,600 net new customers. This brought its annual recurring revenue (ARR) up to $1.5 billion among more than 14,000 customers. While unprofitable now, more than half of Crowdstrike's operating expenses are sales and marketing costs, showcasing Crowdstrike's willingness to capture every available customer. Should management decide it is pleased with the number of customers and wants to transition its focus to prioritizing profitability, Crowdstrike could slash its marketing spend and turn a profit.</p><p>Crowdstrike isn't resting on its laurels. It recently opened up a new market by acquiring SecureCircle, extending Crowdstrike's endpoint defense capabilities to include data. Now employees can securely access software-as-a-service (SaaS) programs with large data sets. Management provided fourth-quarter estimates that would indicate revenue growth of 55% at the midpoint. The future looks bright for Crowdstrike, as it projects a $116 billion market opportunity in 2025 with its current and future offerings.</p><h2>2. The Trade Desk</h2><p>Advertisements are everywhere. A fine line exists between annoying ads and useful, targeted ones. The Trade Desk's demand-side platform matches advertisers with different opportunities across the internet, ensuring ads reach their intended audiences. Companies can even link their advertisement campaigns to certain business objectives to determine if they are having a measurable effect.</p><p>Many companies cut back on their advertisement spending during 2020 because of the uncertainty caused by the pandemic, but it came roaring back in 2021. The Trade Desk benefited from this trend and saw its revenue grow 39% to $301 million during Q3. Over the last nine months, its revenue has been up an impressive 55%. Unlike the other two stocks, The Trade Desk is profitable and sported a nearly 20% profit margin.</p><p>The Trade Desk sees a huge market opportunity in connected TV advertising. Inside the U.S., more than 87 million households are potential advertisement targets and represent a significant improvement over linear TV advertising. With tracking cookies going away, The Trade Desk's Unified ID 2.0 (UID2) solution respects user privacy while maintaining relevant advertising information. Customers have even found UID2 works better than cookies. The Trade Desk is ushering in a new advertising age and improving business outcomes along the way.</p><h2>3. Twilio</h2><p>Communicating with customers is key for businesses that want to maintain them. Twilio enables this by providing the tools necessary to interact with customers through email, text, or video. The uses for Twilio's messaging system are vast -- it can be used for marketing, conversations, user verification, or even mass alerts. Chances are that if a business has a desire to communicate with its clientele in a certain manner, Twilio can make it happen.</p><p>Twilio is a much larger company than the previous two, as its Q3 revenue was $740 million -- more than The Trade Desk and Crowdstrike combined. Its revenue grew 65%, but its organic revenue grew much slower at 38% once the contribution from its acquisitions made after Nov. 1, 2020 -- Segment and ZipWhip -- and fees imposed by U.S. carriers are removed. Organic revenue gives investors insight into how Twilio's core business is growing, without additional tailwinds. Its customers spent 31 cents more for each dollar spent last quarter, showcasing Twilio's expansion potential.</p><p>Management is excited about Twilio's growth prospects, as they predicted organic growth of at least 30% over the next three years during its Q3 earnings call. Couple that with the multiple acquisitions Twilio has made, and its pursuit of connecting businesses with customers through all avenues of communication is on track.</p><p>One common Twilio criticism is its serial unprofitability. Twilio spends heavily on research and development as well as sales and marketing. As more customers come on board due to technological innovations or sales success, revenue growth will eventually allow Twilio to turn a profit, as long as expenses don't outpace the sales revenue.</p><p>During the last few months, each has seen their price-to-sales multiples decrease.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a11c35d83e30db73c5e2e8105e77503\" tg-width=\"720\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>CRWD PS Ratio data by YCharts</span></p><p>Twilio's valuation is quite a bit lower than Crowdstrike's and The Trade Desk's because its gross margin is only 51%, whereas the others are 75% and 81%, respectively. If all three become profitable, Twilio will likely generate fewer profits on a per-dollar basis because their product costs more than the other two. Regardless, these three companies have not seen their multiples fall below pre-pandemic levels. The growth that the pandemic provided each business has created a hefty tailwind, and they may never return to that lower threshold.</p><p>All three companies have expansion areas identified and are working to capture the market. The explosive revenue growth indicates current business execution as well. While past success is not a future indicator, it's the best tool investors have. With Crowdstrike, The Trade Desk, and Twilio, growth investors can be confident they are buying three winners.</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 Explosive Stocks to Buy Right Now</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 Explosive Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 18:00 GMT+8 <a href=https://www.fool.com/investing/2022/01/13/3-explosive-stocks-to-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Explosive, high-growth stocks have been hated by the stock market lately. Most are down significantly from their highs, and it's time to take advantage of these sale prices.Three stocks with massive ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/13/3-explosive-stocks-to-buy-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","BK4543":"AI","BK4116":"互联网服务与基础架构","ARR":"ARMOUR住宅房地产公司","BK4560":"网络安全概念","CRWD":"CrowdStrike Holdings, Inc.","BK4528":"SaaS概念","BK4023":"应用软件","BK4110":"抵押房地产投资信托","AI":"C3.ai, Inc.","BK4532":"文艺复兴科技持仓","BK4548":"巴美列捷福持仓","TWLO":"Twilio Inc","TTD":"Trade Desk Inc.","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/01/13/3-explosive-stocks-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203761712","content_text":"Explosive, high-growth stocks have been hated by the stock market lately. Most are down significantly from their highs, and it's time to take advantage of these sale prices.Three stocks with massive upside potential are Crowdstrike (NASDAQ:CRWD), The Trade Desk (NASDAQ:TTD), and Twilio (NYSE:TWLO). Each has both explosive growth and exciting 2022 prospects. Additionally, all are more than 30% below their all-time highs, giving investors a chance to buy at a bargain price.Image source: Getty Images.1. CrowdstrikeCrowdstrike's mission is simple: \"to stop breaches.\" To achieve that, Crowdstrike created a cloud-native security platform securing network endpoints like laptops and phones. Its software can be used by employees everywhere, not just in the office. Many cybersecurity companies exist, but Crowdstrike separates itself from the field with its threat graph. This competitive advantage uses artificial intelligence (AI) to gather data from other attacks across all of its customers and then use that information to prevent attacks locally.Businesses have rapidly adopted Crowdstrike's technology. Crowdstrike's revenue increased 63% to $380 million during the third quarter by adding over 1,600 net new customers. This brought its annual recurring revenue (ARR) up to $1.5 billion among more than 14,000 customers. While unprofitable now, more than half of Crowdstrike's operating expenses are sales and marketing costs, showcasing Crowdstrike's willingness to capture every available customer. Should management decide it is pleased with the number of customers and wants to transition its focus to prioritizing profitability, Crowdstrike could slash its marketing spend and turn a profit.Crowdstrike isn't resting on its laurels. It recently opened up a new market by acquiring SecureCircle, extending Crowdstrike's endpoint defense capabilities to include data. Now employees can securely access software-as-a-service (SaaS) programs with large data sets. Management provided fourth-quarter estimates that would indicate revenue growth of 55% at the midpoint. The future looks bright for Crowdstrike, as it projects a $116 billion market opportunity in 2025 with its current and future offerings.2. The Trade DeskAdvertisements are everywhere. A fine line exists between annoying ads and useful, targeted ones. The Trade Desk's demand-side platform matches advertisers with different opportunities across the internet, ensuring ads reach their intended audiences. Companies can even link their advertisement campaigns to certain business objectives to determine if they are having a measurable effect.Many companies cut back on their advertisement spending during 2020 because of the uncertainty caused by the pandemic, but it came roaring back in 2021. The Trade Desk benefited from this trend and saw its revenue grow 39% to $301 million during Q3. Over the last nine months, its revenue has been up an impressive 55%. Unlike the other two stocks, The Trade Desk is profitable and sported a nearly 20% profit margin.The Trade Desk sees a huge market opportunity in connected TV advertising. Inside the U.S., more than 87 million households are potential advertisement targets and represent a significant improvement over linear TV advertising. With tracking cookies going away, The Trade Desk's Unified ID 2.0 (UID2) solution respects user privacy while maintaining relevant advertising information. Customers have even found UID2 works better than cookies. The Trade Desk is ushering in a new advertising age and improving business outcomes along the way.3. TwilioCommunicating with customers is key for businesses that want to maintain them. Twilio enables this by providing the tools necessary to interact with customers through email, text, or video. The uses for Twilio's messaging system are vast -- it can be used for marketing, conversations, user verification, or even mass alerts. Chances are that if a business has a desire to communicate with its clientele in a certain manner, Twilio can make it happen.Twilio is a much larger company than the previous two, as its Q3 revenue was $740 million -- more than The Trade Desk and Crowdstrike combined. Its revenue grew 65%, but its organic revenue grew much slower at 38% once the contribution from its acquisitions made after Nov. 1, 2020 -- Segment and ZipWhip -- and fees imposed by U.S. carriers are removed. Organic revenue gives investors insight into how Twilio's core business is growing, without additional tailwinds. Its customers spent 31 cents more for each dollar spent last quarter, showcasing Twilio's expansion potential.Management is excited about Twilio's growth prospects, as they predicted organic growth of at least 30% over the next three years during its Q3 earnings call. Couple that with the multiple acquisitions Twilio has made, and its pursuit of connecting businesses with customers through all avenues of communication is on track.One common Twilio criticism is its serial unprofitability. Twilio spends heavily on research and development as well as sales and marketing. As more customers come on board due to technological innovations or sales success, revenue growth will eventually allow Twilio to turn a profit, as long as expenses don't outpace the sales revenue.During the last few months, each has seen their price-to-sales multiples decrease.CRWD PS Ratio data by YChartsTwilio's valuation is quite a bit lower than Crowdstrike's and The Trade Desk's because its gross margin is only 51%, whereas the others are 75% and 81%, respectively. If all three become profitable, Twilio will likely generate fewer profits on a per-dollar basis because their product costs more than the other two. Regardless, these three companies have not seen their multiples fall below pre-pandemic levels. The growth that the pandemic provided each business has created a hefty tailwind, and they may never return to that lower threshold.All three companies have expansion areas identified and are working to capture the market. The explosive revenue growth indicates current business execution as well. While past success is not a future indicator, it's the best tool investors have. With Crowdstrike, The Trade Desk, and Twilio, growth investors can be confident they are buying three winners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814655857,"gmtCreate":1630815658479,"gmtModify":1676530400360,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575807346407979","authorIdStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/814655857","repostId":"1157895022","repostType":4,"repost":{"id":"1157895022","kind":"news","pubTimestamp":1630810619,"share":"https://ttm.financial/m/news/1157895022?lang=&edition=full_marsco","pubTime":"2021-09-05 10:56","market":"us","language":"en","title":"Beat the market with this quant system that’s very bullish on stocks at record highs","url":"https://stock-news.laohu8.com/highlight/detail?id=1157895022","media":"MarketWatch","summary":"Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do ","content":"<blockquote>\n <b>Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do so. So far his team of computer scientists’ strategy has paid off.</b>\n</blockquote>\n<p>Imagine you had a money-making machine to harvest gains in the stock market while you sat back to enjoy life.</p>\n<p>That’s everyone’s dream, right? Investor Vance Howard thinks he’s found it.</p>\n<p>Howard and his small army of computer programmers atHoward Capital Managementin Roswell, Ga., have a quantitative system that posts great returns.</p>\n<p>His HCM Tactical Growth Fund HCMGX,+0.35%beats its Russell 1000 benchmark index and large-blend fund category by 8.5-10.4 percentage points annualized over the past five years, according to Morningstar. That is no small feat, and not only because it has to overcome a 2.22% fee. Beating the market is simply not easy. His HCM Dividend Sector PlusHCMQX,-0.05%) and HCM Income PlusHCMLX,+0.30%funds post similar outperformance.</p>\n<p>There are drawbacks, which I detail below. (Among them: Potentially long stretches of underperformance and regular tax bills.) But first, what can we learn from this winner?</p>\n<p>So-called quants never share all the details of their proprietary systems, but Howard shares a lot, as you’ll see. And this Texas rancher has a lot of good advice based on “horse sense” — not surprising, given his infectious passion for the markets, and his three decades of experience as a pro.</p>\n<p>Here are five lessons, 12 exchange traded funds (ETFs) and four stocks to consider, from a recent interview with him.</p>\n<p><b>Lesson #1: Don’t be emotional</b></p>\n<p>It’s no surprise so many people do poorly in the market. Evolution has programmed us to fail. For survival, we’ve learned to run from things that frightens us. And crave more of things that are pleasurable — like sweets or fats to store calories ahead of what might be a long stretch without food. But in the market, acting on the emotions of fear and greed invariably make us do the wrong thing at the wrong time. Sell at the bottom, buy at the top.</p>\n<p>Likewise, we’re programmed to believe being with the crowd brings safety. If you’re a zebra on the Savanna, you are more likely to get picked off by a predator if you go it alone. The problem here is being part of a crowd — and crowd psychology — dumb us down to a purely emotional level. This is why people in crowds do terrible things they would never do on their own. It doesn’t matter how smart you are. When you join a crowd, you lose a lot of IQ points. Base emotions take over.</p>\n<p>To do well in the market, you have to counteract these tendencies. “One of the biggest mistakes individual investors and money managers make is getting emotional,” says Howard. “Let your emotions go.”</p>\n<p><b>Lesson #2: Have a system and stick to it</b></p>\n<p>To exorcise emotion, have a system. “And don’t second guess it,” says Howard. “This keeps you from letting the pandemic or Afghanistan scare you out of the market.” He calls his system the HCM-BuyLine. It is basically a momentum and trend-following system — which often works well in the markets.</p>\n<p>The HCM-BuyLine basically works like this. First, rather than use the S&P 500SPX,-0.03%or the Dow Jones Industrial AverageDJIA,-0.21%,Howard blends several stock indices to create his own index. Then he uses a moving average that tells him whether the market is in an uptrend or downtrend.</p>\n<p>When the moving average drops 3.5%, he sells 35%. If it drops 6.5%, he sells another 35%. He rarely goes to 100% cash.</p>\n<p>“If the BuyLine is positive, we will stay long no matter what,” he says. “We take all the emotion out of the equation by letting the math decide.”</p>\n<p>Right now, it’s bullish. (More on this below.)</p>\n<p>Your system also has to tell you when to get back in.</p>\n<p>“That’s where most people screw up,” he says. “They get out of the market, and they don’t know when to get back in.” The HCM-BuyLine gives a buy signal when his custom index trades above its moving average for six consecutive sessions, and then goes on to trade above the high hit during those six days.</p>\n<p>You don’t need a system that calls exact market tops or bottoms. Instead, the BuyLine keeps Howard out of down markets 85% of the time, and in for 85% of the good times.</p>\n<p>“If we can do that consistently, we have superior returns and a less stressful life,” he says. “Being all in during a bad tape is no fun.”</p>\n<p>His system is slow to get him out of the market, but quick to get him back in. Not even a 10% correction will necessarily move him out. He’s often buying those pullbacks. Getting back in fast makes sense, because recoveries off bottoms tend to happen fast.</p>\n<p>“The HCM-BuyLine takes all the emotion out of the process,” says Howard.</p>\n<p><b>Lesson #3: Don’t fight the tape</b></p>\n<p>This concept is one of the core pieces of wisdom from Marty Zweig’s classic book, “Winning on Wall Street.”</p>\n<p>“You have to stay on the right side of market,” agrees Howard. “If you try to trade long in a bad market, it is painful.”</p>\n<p>In other words, don’t try to be a hero.</p>\n<p>“Sometimes, not losing money is where you want to be,” he says.</p>\n<p>Likewise, don’t turn cautious just because the market hits new highs — like now. You should love new highs, because it is a sign of market strength that may likely endure.</p>\n<p><b>Lesson #4: Keep it simple</b></p>\n<p>As you’ll see below, Howard doesn’t use esoteric instruments such as derivatives, swaps or index options. He doesn’t even trade foreign stocks or currencies. This is refreshing for individual investors, because we have a harder time accessing those tools.</p>\n<p>“You don’t have to trade crazy stuff,” he says. “You can trade plain-vanilla ETFs and beat everybody out there.”</p>\n<p><b>Lesson #5: How to trade the current market</b></p>\n<p>First, be long.</p>\n<p>“The HCM-BuyLine is very positive. We are 100% in,” says Howard. “The market is broadening out. It is getting pretty exciting. We do not see it turn around any time soon. We are buying pullbacks.”</p>\n<p>One bullish signal is all the cash on the sidelines. “If there is any relief in Covid, we may see a big rally. We may end up with a great fall [season].”</p>\n<p>Howard uses momentum indicators to select stocks and ETFs, too. For sectors he favors the following.</p>\n<p>He likes health care, tradable through the iShares US HealthcareIYH,-0.04%and ProShares Ultra Health CareRXL,+0.12%ETFs. He’s turning more bullish on biotech, which he plays via the iShares Biotechnology ETFIBB,-0.11%.</p>\n<p>He likes consumer discretionary tradable through the iShares US Consumer ServicesIYC,-0.30%,and airlines via US Global JetsJETS,-1.17%.He also likes tech exposure via the Invesco QQQ TrustQQQ,+0.31%,iShares US TechnologyIYW,+0.50%and iShares SemiconductorSOXX,+0.75%.</p>\n<p>He likes small-caps via the Vanguard Small-Cap Growth Index FundVBK,+0.07%.And convertible bonds via SPDR Bloomberg Barclays Convertible SecuritiesCWB,+0.64%and iShares Convertible BondICVT,+0.37%.</p>\n<p>As for individual names, he singles out MicrosoftMSFT,-0.00%and AppleAAPL,+0.42%in tech, as well as Amazon.comAMZN,+0.43%and TeslaTSLA,+0.16%.</p>\n<p>Also consider Howard’s two ETFs: The HCM Defender 100 IndexQQH,+0.62%and HCM Defender 500 IndexLGH,+1.32%.</p>\n<p>He prefers to add to holdings on 1%-3% dips.</p>\n<p><b>A few drawbacks</b></p>\n<p>His HCM Tactical Growth fund has a history of posting two-year stretches of underperformance of 1.5% to 8.8%, since it was launched in 2015. The fund then came roaring back to net the very positive five-year outperformance cited above. Investing in his system can require patience.</p>\n<p>Every manager, including Warren Buffett, can have a stretch of underperformance, says Howard.</p>\n<p>“We are in the odds game,” he says. “Even in the odds game, you can have a bad hand or two thrown at you.”</p>\n<p>Another challenge is the high turnover, which is 140% a year for Tactical Growth. This means Uncle Sam takes a big cut in the good years. So if you buy Howard’s funds, you may want to do so in a tax-protected account.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beat the market with this quant system that’s very bullish on stocks at record highs</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\">\nBeat the market with this quant system that’s very bullish on stocks at record highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-05 10:56 GMT+8 <a href=https://www.marketwatch.com/story/beat-the-market-with-this-quant-system-thats-very-bullish-on-stocks-at-record-highs-11630761531?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do so. So far his team of computer scientists’ strategy has paid off.\n\nImagine you had a money-making ...</p>\n\n<a href=\"https://www.marketwatch.com/story/beat-the-market-with-this-quant-system-thats-very-bullish-on-stocks-at-record-highs-11630761531?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/beat-the-market-with-this-quant-system-thats-very-bullish-on-stocks-at-record-highs-11630761531?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157895022","content_text":"Vance Howard’s HCM Tactical Growth Fund moves you in and out of the stock market when prudent to do so. So far his team of computer scientists’ strategy has paid off.\n\nImagine you had a money-making machine to harvest gains in the stock market while you sat back to enjoy life.\nThat’s everyone’s dream, right? Investor Vance Howard thinks he’s found it.\nHoward and his small army of computer programmers atHoward Capital Managementin Roswell, Ga., have a quantitative system that posts great returns.\nHis HCM Tactical Growth Fund HCMGX,+0.35%beats its Russell 1000 benchmark index and large-blend fund category by 8.5-10.4 percentage points annualized over the past five years, according to Morningstar. That is no small feat, and not only because it has to overcome a 2.22% fee. Beating the market is simply not easy. His HCM Dividend Sector PlusHCMQX,-0.05%) and HCM Income PlusHCMLX,+0.30%funds post similar outperformance.\nThere are drawbacks, which I detail below. (Among them: Potentially long stretches of underperformance and regular tax bills.) But first, what can we learn from this winner?\nSo-called quants never share all the details of their proprietary systems, but Howard shares a lot, as you’ll see. And this Texas rancher has a lot of good advice based on “horse sense” — not surprising, given his infectious passion for the markets, and his three decades of experience as a pro.\nHere are five lessons, 12 exchange traded funds (ETFs) and four stocks to consider, from a recent interview with him.\nLesson #1: Don’t be emotional\nIt’s no surprise so many people do poorly in the market. Evolution has programmed us to fail. For survival, we’ve learned to run from things that frightens us. And crave more of things that are pleasurable — like sweets or fats to store calories ahead of what might be a long stretch without food. But in the market, acting on the emotions of fear and greed invariably make us do the wrong thing at the wrong time. Sell at the bottom, buy at the top.\nLikewise, we’re programmed to believe being with the crowd brings safety. If you’re a zebra on the Savanna, you are more likely to get picked off by a predator if you go it alone. The problem here is being part of a crowd — and crowd psychology — dumb us down to a purely emotional level. This is why people in crowds do terrible things they would never do on their own. It doesn’t matter how smart you are. When you join a crowd, you lose a lot of IQ points. Base emotions take over.\nTo do well in the market, you have to counteract these tendencies. “One of the biggest mistakes individual investors and money managers make is getting emotional,” says Howard. “Let your emotions go.”\nLesson #2: Have a system and stick to it\nTo exorcise emotion, have a system. “And don’t second guess it,” says Howard. “This keeps you from letting the pandemic or Afghanistan scare you out of the market.” He calls his system the HCM-BuyLine. It is basically a momentum and trend-following system — which often works well in the markets.\nThe HCM-BuyLine basically works like this. First, rather than use the S&P 500SPX,-0.03%or the Dow Jones Industrial AverageDJIA,-0.21%,Howard blends several stock indices to create his own index. Then he uses a moving average that tells him whether the market is in an uptrend or downtrend.\nWhen the moving average drops 3.5%, he sells 35%. If it drops 6.5%, he sells another 35%. He rarely goes to 100% cash.\n“If the BuyLine is positive, we will stay long no matter what,” he says. “We take all the emotion out of the equation by letting the math decide.”\nRight now, it’s bullish. (More on this below.)\nYour system also has to tell you when to get back in.\n“That’s where most people screw up,” he says. “They get out of the market, and they don’t know when to get back in.” The HCM-BuyLine gives a buy signal when his custom index trades above its moving average for six consecutive sessions, and then goes on to trade above the high hit during those six days.\nYou don’t need a system that calls exact market tops or bottoms. Instead, the BuyLine keeps Howard out of down markets 85% of the time, and in for 85% of the good times.\n“If we can do that consistently, we have superior returns and a less stressful life,” he says. “Being all in during a bad tape is no fun.”\nHis system is slow to get him out of the market, but quick to get him back in. Not even a 10% correction will necessarily move him out. He’s often buying those pullbacks. Getting back in fast makes sense, because recoveries off bottoms tend to happen fast.\n“The HCM-BuyLine takes all the emotion out of the process,” says Howard.\nLesson #3: Don’t fight the tape\nThis concept is one of the core pieces of wisdom from Marty Zweig’s classic book, “Winning on Wall Street.”\n“You have to stay on the right side of market,” agrees Howard. “If you try to trade long in a bad market, it is painful.”\nIn other words, don’t try to be a hero.\n“Sometimes, not losing money is where you want to be,” he says.\nLikewise, don’t turn cautious just because the market hits new highs — like now. You should love new highs, because it is a sign of market strength that may likely endure.\nLesson #4: Keep it simple\nAs you’ll see below, Howard doesn’t use esoteric instruments such as derivatives, swaps or index options. He doesn’t even trade foreign stocks or currencies. This is refreshing for individual investors, because we have a harder time accessing those tools.\n“You don’t have to trade crazy stuff,” he says. “You can trade plain-vanilla ETFs and beat everybody out there.”\nLesson #5: How to trade the current market\nFirst, be long.\n“The HCM-BuyLine is very positive. We are 100% in,” says Howard. “The market is broadening out. It is getting pretty exciting. We do not see it turn around any time soon. We are buying pullbacks.”\nOne bullish signal is all the cash on the sidelines. “If there is any relief in Covid, we may see a big rally. We may end up with a great fall [season].”\nHoward uses momentum indicators to select stocks and ETFs, too. For sectors he favors the following.\nHe likes health care, tradable through the iShares US HealthcareIYH,-0.04%and ProShares Ultra Health CareRXL,+0.12%ETFs. He’s turning more bullish on biotech, which he plays via the iShares Biotechnology ETFIBB,-0.11%.\nHe likes consumer discretionary tradable through the iShares US Consumer ServicesIYC,-0.30%,and airlines via US Global JetsJETS,-1.17%.He also likes tech exposure via the Invesco QQQ TrustQQQ,+0.31%,iShares US TechnologyIYW,+0.50%and iShares SemiconductorSOXX,+0.75%.\nHe likes small-caps via the Vanguard Small-Cap Growth Index FundVBK,+0.07%.And convertible bonds via SPDR Bloomberg Barclays Convertible SecuritiesCWB,+0.64%and iShares Convertible BondICVT,+0.37%.\nAs for individual names, he singles out MicrosoftMSFT,-0.00%and AppleAAPL,+0.42%in tech, as well as Amazon.comAMZN,+0.43%and TeslaTSLA,+0.16%.\nAlso consider Howard’s two ETFs: The HCM Defender 100 IndexQQH,+0.62%and HCM Defender 500 IndexLGH,+1.32%.\nHe prefers to add to holdings on 1%-3% dips.\nA few drawbacks\nHis HCM Tactical Growth fund has a history of posting two-year stretches of underperformance of 1.5% to 8.8%, since it was launched in 2015. The fund then came roaring back to net the very positive five-year outperformance cited above. Investing in his system can require patience.\nEvery manager, including Warren Buffett, can have a stretch of underperformance, says Howard.\n“We are in the odds game,” he says. “Even in the odds game, you can have a bad hand or two thrown at you.”\nAnother challenge is the high turnover, which is 140% a year for Tactical Growth. This means Uncle Sam takes a big cut in the good years. So if you buy Howard’s funds, you may want to do so in a tax-protected account.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102065328,"gmtCreate":1620169258564,"gmtModify":1704339510070,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575807346407979","authorIdStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/102065328","repostId":"1191168108","repostType":4,"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376270819,"gmtCreate":1619134673931,"gmtModify":1704720060179,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575807346407979","authorIdStr":"3575807346407979"},"themes":[],"htmlText":"Pls like n cmt","listText":"Pls like n cmt","text":"Pls like n cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/376270819","repostId":"2129336009","repostType":4,"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581629167637532","authorId":"3581629167637532","name":"CuriousPhD","avatar":"https://static.tigerbbs.com/6f2eb06a7bbc1da3f700038e46d4e807","crmLevel":6,"crmLevelSwitch":0,"idStr":"3581629167637532","authorIdStr":"3581629167637532"},"content":"Please do the same for me","text":"Please do the same for me","html":"Please do the same for 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cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/347787776","repostId":"1184470866","repostType":4,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340406054,"gmtCreate":1617442613978,"gmtModify":1704699748368,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575807346407979","authorIdStr":"3575807346407979"},"themes":[],"htmlText":"Pls like n cmt","listText":"Pls like n cmt","text":"Pls like n cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/340406054","repostId":"2124875875","repostType":4,"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360519957,"gmtCreate":1613955242079,"gmtModify":1704886078163,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575807346407979","authorIdStr":"3575807346407979"},"themes":[],"htmlText":"Pls comment and like","listText":"Pls comment and like","text":"Pls comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/360519957","repostId":"1143100356","repostType":4,"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015248827,"gmtCreate":1649496322736,"gmtModify":1676534521694,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575807346407979","authorIdStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9015248827","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","kind":"news","pubTimestamp":1649469608,"share":"https://ttm.financial/m/news/1179777825?lang=&edition=full_marsco","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR's Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake's And Palantir's 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that "Snowflake shares fell sharply" on the day alongside "several other cloud-related stocks, as investors continued to shun technology stocks."</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according to<i>S&P Capital IQ</i>.</p><p>However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.</p><p>Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and "annual revenue growth of 30% or greater through 2025."</p><p>However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as per<i>S&P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that "the investments in the product" in 2021 "drove more improvement faster than we actually thought they might," and the company is "giving ourselves a little space there to invest as aggressively as possible."</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that "every performance improvement we do, we may have a revenue hit," but it stressed that "those customers are consuming more" in around half a year's time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the "data" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a "software company" which builds "digital infrastructure for data-driven operations." This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of "data processor." PLTR emphasized that its platforms "allow organizations to better manage" data "by bringing the right data to the people" and enabling "them to take data-driven decisions" and "conduct sophisticated analytic."</p><p>In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW's Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies' growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir's Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&P Capital IQ</i>, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and "have a big impact on Snowflake's path to profitability." This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&P Capital IQ</i>. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Vs. Snowflake Stock: Which Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8 <a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","SNOW":"Snowflake"},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032658462,"gmtCreate":1647360299156,"gmtModify":1676534220636,"author":{"id":"3575807346407979","authorId":"3575807346407979","name":"XW4EYQ","avatar":"https://static.tigerbbs.com/de3f10a9c3304a65bad52cfc9b4792f0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575807346407979","authorIdStr":"3575807346407979"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9032658462","repostId":"1193863909","repostType":4,"repost":{"id":"1193863909","kind":"news","pubTimestamp":1647358200,"share":"https://ttm.financial/m/news/1193863909?lang=&edition=full_marsco","pubTime":"2022-03-15 23:30","market":"us","language":"en","title":"Tesla Stock: 2022 Is The Moment Of Truth","url":"https://stock-news.laohu8.com/highlight/detail?id=1193863909","media":"TheStreet","summary":"Tesla stock performed superbly in the past five years. Is this a good sign in the face of multiple h","content":"<html><head></head><body><p>Tesla stock performed superbly in the past five years. Is this a good sign in the face of multiple headwinds in 2022, or is TSLA ripe for a sharper correction from here?</p><p>Has Tesla stock (<b>TSLA</b>) been a good investment? It depends on who you ask. So far in 2022, TSLA has been a loser in absolute terms and relative to most equity benchmarks.</p><p>However, looking back a few years, this stock has been one of the best performers among large-cap names. The big question is: will Tesla be able to defend its rich valuations in a year of numerous market headwinds? Or is a sharper decline only a matter of time?</p><p><b>TSLA: impressive performance</b></p><p>Let’s start with the chart below. It shows how, so far in 2022, Tesla stock (blue line) has underperformed the tech-rich Nasdaq 100 and the autonomous/electric vehicle peer group (<b>DRIV</b>). Compared to other high-growth, high-valuation names like those contained in the ARK Innovation ETF (<b>ARKK</b>), however, TSLA has done better.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c356bf8e260123d0cea375b56d4aa04c\" tg-width=\"1200\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/><span>Figure 2:Tesla stock (blue line) has underperformed the tech-rich Nasdaq 100 and the autonomous/electric vehicle peer group DRIV.</span></p><p>This is not to say, however, that TSLA has been a bad investment in the past several months or couple of years — quite the opposite, in fact.</p><p>This next chart shows how Tesla stock has lavishly outperformed all of the names mentioned above since around the bottom of the COVID-19 bear. The five-year chart (not depicted here) does not look much worse than this.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38e8e05e137bc2bd78a417bc0964ec74\" tg-width=\"1200\" tg-height=\"628\" referrerpolicy=\"no-referrer\"/><span>Figure 3:Tesla stock has lavishly outperformed Nasdaq 100, ARKK and DRIV.</span></p><p><b>Resilience or correction ahead?</b></p><p>There are two ways to interpret recent price action in Tesla stock. The glass-half-full view is that TSLA has been resilient to this year’s selloff. Considering roughly 90% in <i>annualized</i> returns between 2017 and 2021, Tesla’s 28% YTD dip in 2022 has been fairly small by comparison.</p><p>Bulls have business fundamentals reasons to think that Tesla will continue to climb from here, given enough time. The electric vehicle industry is expected to grow aggressively in the next several years: CAGR of 23% through 2027, according to one source.</p><p>The Russia-Ukraine crisis and spike in crude oil prices could also be a positive for Tesla in the end. Tesla’s products are one answer to the global dependence on hydrocarbons that has caused so much turmoil, including inflationary pressures, in the past few months.</p><p>But then, there is the glass-half-empty argument. Tesla stock is still up 77% per year for the past five years, despite all the macroeconomic and geopolitical headwinds. Isn’t it time for shares to de-risk a bit more, as those of so many of Tesla’s peers have since early last year?</p><p>Supporting this idea are rich valuations. According to Seeking Alpha, Tesla stock commands a very high 2022 P/E of 73 times on earnings growth that is expected to decline to a fairly modest 15% through 2025. Is this multiple justifiable in the current market environment?</p><p><b>2022 will be the moment of truth</b></p><p>Clearly, it is impossible to tell for sure whether the optimistic or the pessimistic views on Tesla stock will prove to be correct in the end. The remainder of 2022 will be crucial at determining which way Tesla stock will bifurcate.</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 Stock: 2022 Is The Moment Of Truth</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 Stock: 2022 Is The Moment Of Truth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-15 23:30 GMT+8 <a href=https://www.thestreet.com/memestocks/reddit-trends/tesla-stock-2022-is-the-moment-of-truth><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock performed superbly in the past five years. Is this a good sign in the face of multiple headwinds in 2022, or is TSLA ripe for a sharper correction from here?Has Tesla stock (TSLA) been a ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/tesla-stock-2022-is-the-moment-of-truth\">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.thestreet.com/memestocks/reddit-trends/tesla-stock-2022-is-the-moment-of-truth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193863909","content_text":"Tesla stock performed superbly in the past five years. Is this a good sign in the face of multiple headwinds in 2022, or is TSLA ripe for a sharper correction from here?Has Tesla stock (TSLA) been a good investment? It depends on who you ask. So far in 2022, TSLA has been a loser in absolute terms and relative to most equity benchmarks.However, looking back a few years, this stock has been one of the best performers among large-cap names. The big question is: will Tesla be able to defend its rich valuations in a year of numerous market headwinds? Or is a sharper decline only a matter of time?TSLA: impressive performanceLet’s start with the chart below. It shows how, so far in 2022, Tesla stock (blue line) has underperformed the tech-rich Nasdaq 100 and the autonomous/electric vehicle peer group (DRIV). Compared to other high-growth, high-valuation names like those contained in the ARK Innovation ETF (ARKK), however, TSLA has done better.Figure 2:Tesla stock (blue line) has underperformed the tech-rich Nasdaq 100 and the autonomous/electric vehicle peer group DRIV.This is not to say, however, that TSLA has been a bad investment in the past several months or couple of years — quite the opposite, in fact.This next chart shows how Tesla stock has lavishly outperformed all of the names mentioned above since around the bottom of the COVID-19 bear. The five-year chart (not depicted here) does not look much worse than this.Figure 3:Tesla stock has lavishly outperformed Nasdaq 100, ARKK and DRIV.Resilience or correction ahead?There are two ways to interpret recent price action in Tesla stock. The glass-half-full view is that TSLA has been resilient to this year’s selloff. Considering roughly 90% in annualized returns between 2017 and 2021, Tesla’s 28% YTD dip in 2022 has been fairly small by comparison.Bulls have business fundamentals reasons to think that Tesla will continue to climb from here, given enough time. The electric vehicle industry is expected to grow aggressively in the next several years: CAGR of 23% through 2027, according to one source.The Russia-Ukraine crisis and spike in crude oil prices could also be a positive for Tesla in the end. Tesla’s products are one answer to the global dependence on hydrocarbons that has caused so much turmoil, including inflationary pressures, in the past few months.But then, there is the glass-half-empty argument. Tesla stock is still up 77% per year for the past five years, despite all the macroeconomic and geopolitical headwinds. Isn’t it time for shares to de-risk a bit more, as those of so many of Tesla’s peers have since early last year?Supporting this idea are rich valuations. According to Seeking Alpha, Tesla stock commands a very high 2022 P/E of 73 times on earnings growth that is expected to decline to a fairly modest 15% through 2025. Is this multiple justifiable in the current market environment?2022 will be the moment of truthClearly, it is impossible to tell for sure whether the optimistic or the pessimistic views on Tesla stock will prove to be correct in the end. The remainder of 2022 will be crucial at determining which way Tesla stock will bifurcate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}