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2022-12-15

$Tesla Motors(TSLA)$ Don't catch the dropping parang toh especially when u can't see if it is near the bottom. My thought is gonna continue to free fall. Hmm I don't think will go lower than $90 though some said drop till $75. [Happy] Well don't understand what EM has got up in his brain, but he definitely need to tweet less.

2021-03-24

who needs like and comment today? ?

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2021-03-20

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2023-05-28

Of course, it is not possible for every quarter, but now is just the beginning. If you don't ride the wave, then when? [Facepalm] [Facepalm] Writer must have short like many others and is losing big time now [LOL] [LOL] [LOL]

Sorry, the original content has been removed

2021-06-30

Important is it sustainable? Well, looks like it is

Tech stocks propel S&P 500, Nasdaq to fresh highs

2021-08-14

A transaction consist of sell and buy. When you are the one selling out of fear, think…. Who are those accumulating?So before you let your fear run over you, think again… will $Alibaba(BABA)$continue tostay profitable?

If you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money

2022-10-13

$SPDR S&P 500 ETF Trust(SPY)$About time to rebound a little

2022-10-02

Price too attractive, already bought some. Hope to see it goes up these 2 weeks

Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds

2021-03-08

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Tesla To Unveil Updated Cybertruck In Coming Quarter

2022-12-15

@LuckyPiggie this lagi best... Buy $75[Happy] [LOL] [Happy] Writer must have short Telsa big time [Happy] [Happy]

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2021-05-07

just another weirdly written summary ??

Amazon: The Most Clearly Undervalued Company

2022-10-14

$SPDR S&P 500 ETF Trust(SPY)$Let end the week with bull

2022-10-07

$Alibaba(BABA)$Last day of the week, u can do it

2022-08-26

Let me know if you need help to like and comment cheers

Is Amazon Stock Still a Buy After Shutting Down Its Healthcare Service?

2021-03-17

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5 sturdy value stocks to protect your portfolio from rising interest rates

2022-12-01

Manipulator [Happy] [Happy]

Was Wednesday's Stock Market Surge Premature?

2021-03-19

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Nasdaq tumbles 3% as soaring yields hit tech shares, S&P 500 closes 1.5% lower

2021-03-01

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Berkshire’s Busy 2020 Broke a Record Despite Lack of Major Deals

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Continue going down","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Continue going down","text":"$Tesla Motors(TSLA)$ Continue going down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290975667609824","isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271303615078512,"gmtCreate":1707274015725,"gmtModify":1707274018239,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;[Strong]&nbsp;&nbsp;","text":"$NVIDIA Corp(NVDA)$ [Strong] [Strong] [Strong] [Strong] [Strong] [Strong] [Strong] [Strong] [Strong] [Strong] [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271303615078512","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256516829733080,"gmtCreate":1703645363862,"gmtModify":1703645368415,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Test and test and test&nbsp;","listText":"Test and test and test&nbsp;","text":"Test and test and test","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256516829733080","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255101193597120,"gmtCreate":1703294069788,"gmtModify":1703294073915,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Test and tested 👯‍♀️💃","listText":"Test and tested 👯‍♀️💃","text":"Test and tested 👯‍♀️💃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/255101193597120","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979029383,"gmtCreate":1685260645243,"gmtModify":1685260650888,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Of course,&nbsp;it is not possible for every quarter, but now is just the beginning. If you don't ride the wave, then when?&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp; Writer must have short like many others&nbsp;and is losing big time now&nbsp;[LOL]&nbsp;[LOL]&nbsp;[LOL]&nbsp;","listText":"Of course,&nbsp;it is not possible for every quarter, but now is just the beginning. If you don't ride the wave, then when?&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp; Writer must have short like many others&nbsp;and is losing big time now&nbsp;[LOL]&nbsp;[LOL]&nbsp;[LOL]&nbsp;","text":"Of course, it is not possible for every quarter, but now is just the beginning. If you don't ride the wave, then when? [Facepalm] [Facepalm] Writer must have short like many others and is losing big time now [LOL] [LOL] [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979029383","repostId":"2338634435","repostType":2,"repost":{"id":"2338634435","pubTimestamp":1685230200,"share":"https://www.laohu8.com/m/news/2338634435?lang=&edition=full","pubTime":"2023-05-28 07:30","market":"us","language":"en","title":"Nvidia: Don't Wait Till Everyone Starts Selling?","url":"https://stock-news.laohu8.com/highlight/detail?id=2338634435","media":"Seeking Alpha","summary":"SummaryNvidia sent bearish investors fleeing for the hills as the stock made a new all-time high.CEO","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Nvidia sent bearish investors fleeing for the hills as the stock made a new all-time high.</p></li><li><p>CEO Jensen Huang and his team played its AI picks-and-shovels card to maximum effect while posting blockbuster guidance, putting numbers to the hype.</p></li><li><p>However, the market quickly priced in the optimism, lowering the risk/reward appeal to investors who missed adding pre-earnings.</p></li><li><p>Can Nvidia continue to post such massive outperformance in guidance every quarter? It&#39;s essential to maintain sanity and don&#39;t keep chasing unsustainable momentum.</p></li><li><p>Taking some profits/exposure off the table with NVDA still overvalued is the right thing to do. Keeping an allocation to continue riding the hype train until the momentum dissipates.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b298b511b485b5e5562841f5ca6aaef8\" alt=\"Justin Sullivan\" title=\"Justin Sullivan\" tg-width=\"750\" tg-height=\"512\"/><span>Justin Sullivan</span></p><p>NVIDIA Corporation (NASDAQ:NVDA) sent bearish investors running for cover as NVDA re-tested its November 2021 highs, following a blowout guidance, putting solid numbers behind the generative AI hype.</p><p>CEO Jensen Huang&#39;s answer to the bears (including me) is that Nvidia is clearly the AI picks and shovels market leader, trusted by &#34;cloud service providers or CSPs, consumer Internet companies and enterprises.&#34;</p><p>With AMD (AMD) and Intel (INTC) nowhere close to disrupting Nvidia&#39;s full-stack ecosystem, the company is well-placed to help the world build its generative AI infrastructure.</p><p>Huang&#39;s stunning guidance suggests that Nvidia is ready to post YoY revenue growth of about 64% in the upcoming quarter, led by its leadership in data center GPUs. In addition, management added that underlying demand by the cloud service providers or CSPs is robust. As such, the company has &#34;visibility right now for [its] data center demand that has probably extended out a few quarters.&#34;</p><p>The company has strengthened its supply chain resilience by making big orders with its suppliers. As a result, Nvidia&#39;s orders have pleasantly surprised the semi-supply chain, as DIGITIMES highlighted that it &#34;has placed rush orders with TSMC (TSM) for its H100 and A100 GPUs, as well as the H800 and A800 designed specifically for China.&#34;</p><p>As such, it has lifted the gloom over Taiwan Semiconductor or TSMC&#39;s FY23 revenue growth projections, which is expected to see a significant boost. Accordingly, the &#34;rush orders&#34; have raised TSMC&#39;s 5nm process utilization rate &#34;close to full capacity.&#34; It has also increased the utilization rates for its 6nm and 7nm process family.</p><p>Therefore, the orders are in, suggesting why the market rewarded Nvidia with a 25% increase to close Thursday&#39;s (May 25) session. In addition, I highlighted in a recent Intel article stressing why Nvidia is ready to take on Intel&#39;s data center CPU leadership by remodeling it with its data center GPUs.</p><p>With an unmatched software ecosystem at the moment, Nvidia is riding the AI hype in full swing while leaving its arch-rivals behind. However, Nvidia is in no mood to rest on its laurels, as Huang cautioned that the competition is highly intense:</p><blockquote>Regarding competition, we have competition from every direction. Start-ups, really, really well funded and innovative start-ups, countless of them all over the world. We have competitions from existing semiconductor companies. We have competition from CSPs with internal projects, and many of you know about most of these. And so we&#39;re mindful of competition all the time, and we get competition all the time. - <em>Nvidia FQ1&#39;24 earnings call</em></blockquote><p>However, what&#39;s important for investors to recognize is that Nvidia is focused on offering its customers the most cost-effective package (hardware and software).</p><p>The high costs of offering high-quality AI solutions and continued cloud optimization by enterprise customers suggest that service providers will likely be very sensitive to costs.</p><p>As such, Nvidia believes it has such a significant lead in this aspect that Huang is confident that the company offers its customers the &#34;lowest-cost solution.&#34;</p><p>With that in mind, Nvidia likely sees significant opportunities to reach into the $1T data center installed base. Moreover, with generative AI demanding more intense computational resources, Nvidia&#39;s solutions would likely see GPU CapEx spending increasing markedly from just &#34;10% historically.&#34;</p><p>However, the critical question is whether Huang and his team can consistently deliver such monstrous guidance, stunning analysts and investors moving ahead.</p><p>While I do not doubt that, Nvidia remains a core holding in my portfolio, I already took the opportunity to unload some exposure at the highs yesterday. Interestingly, given the significantly revised forward estimates following management&#39;s guidance, NVDA&#39;s overvaluation has not &#34;worsened&#34; compared to pre-earnings.</p><p>It&#39;s still overvalued but to a similar extent based on my blended fair value estimates. In addition, its pre-earnings NTM adjusted P/E of 70x is way higher than its post-earnings adjusted P/E of 42.3x.</p><p>Therefore, if we consider NVDA&#39;s relative and intrinsic valuation per se, investors shouldn&#39;t be stunned by the market&#39;s reaction. Instead, market operators quickly priced in the company&#39;s blockbuster guidance appropriately.</p><p>However, NVDA&#39;s price action still suggests significant caution as more FOMO buyers rush in, attempting to buy the potential breakout opportunity. As a result, I assessed that the possibility of another spike or two to force out early short-sellers is possible. If that happens, I would consider closing all my positions in NVDA and wait for a steep pullback that could help level off a significant level of optimism before I return.</p><p>While I reiterate my Sell rating, I urge investors not to close all their positions but take exposure off progressively to hedge against further upside volatility until they see a decisive bull trap.</p><p><em>Important note: Investors are reminded to do their own due diligence and not rely on the information provided as financial advice. The rating is also not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Don't Wait Till Everyone Starts Selling?</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\">\nNvidia: Don't Wait Till Everyone Starts Selling?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-28 07:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4607729-nvidia-dont-wait-till-everyone-starts-selling><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia sent bearish investors fleeing for the hills as the stock made a new all-time high.CEO Jensen Huang and his team played its AI picks-and-shovels card to maximum effect while posting ...</p>\n\n<a href=\"https://seekingalpha.com/article/4607729-nvidia-dont-wait-till-everyone-starts-selling\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4526":"热门中概股","BK4588":"碎股","BK4141":"半导体产品","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4573":"虚拟现实","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4512":"苹果概念","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1548497426.USD":"安联环球人工智能AT Acc","NVDA":"英伟达","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4549":"软银资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4532":"文艺复兴科技持仓","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4534":"瑞士信贷持仓","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4587":"ChatGPT概念","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4535":"淡马锡持仓"},"source_url":"https://seekingalpha.com/article/4607729-nvidia-dont-wait-till-everyone-starts-selling","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2338634435","content_text":"SummaryNvidia sent bearish investors fleeing for the hills as the stock made a new all-time high.CEO Jensen Huang and his team played its AI picks-and-shovels card to maximum effect while posting blockbuster guidance, putting numbers to the hype.However, the market quickly priced in the optimism, lowering the risk/reward appeal to investors who missed adding pre-earnings.Can Nvidia continue to post such massive outperformance in guidance every quarter? It's essential to maintain sanity and don't keep chasing unsustainable momentum.Taking some profits/exposure off the table with NVDA still overvalued is the right thing to do. Keeping an allocation to continue riding the hype train until the momentum dissipates.Justin SullivanNVIDIA Corporation (NASDAQ:NVDA) sent bearish investors running for cover as NVDA re-tested its November 2021 highs, following a blowout guidance, putting solid numbers behind the generative AI hype.CEO Jensen Huang's answer to the bears (including me) is that Nvidia is clearly the AI picks and shovels market leader, trusted by \"cloud service providers or CSPs, consumer Internet companies and enterprises.\"With AMD (AMD) and Intel (INTC) nowhere close to disrupting Nvidia's full-stack ecosystem, the company is well-placed to help the world build its generative AI infrastructure.Huang's stunning guidance suggests that Nvidia is ready to post YoY revenue growth of about 64% in the upcoming quarter, led by its leadership in data center GPUs. In addition, management added that underlying demand by the cloud service providers or CSPs is robust. As such, the company has \"visibility right now for [its] data center demand that has probably extended out a few quarters.\"The company has strengthened its supply chain resilience by making big orders with its suppliers. As a result, Nvidia's orders have pleasantly surprised the semi-supply chain, as DIGITIMES highlighted that it \"has placed rush orders with TSMC (TSM) for its H100 and A100 GPUs, as well as the H800 and A800 designed specifically for China.\"As such, it has lifted the gloom over Taiwan Semiconductor or TSMC's FY23 revenue growth projections, which is expected to see a significant boost. Accordingly, the \"rush orders\" have raised TSMC's 5nm process utilization rate \"close to full capacity.\" It has also increased the utilization rates for its 6nm and 7nm process family.Therefore, the orders are in, suggesting why the market rewarded Nvidia with a 25% increase to close Thursday's (May 25) session. In addition, I highlighted in a recent Intel article stressing why Nvidia is ready to take on Intel's data center CPU leadership by remodeling it with its data center GPUs.With an unmatched software ecosystem at the moment, Nvidia is riding the AI hype in full swing while leaving its arch-rivals behind. However, Nvidia is in no mood to rest on its laurels, as Huang cautioned that the competition is highly intense:Regarding competition, we have competition from every direction. Start-ups, really, really well funded and innovative start-ups, countless of them all over the world. We have competitions from existing semiconductor companies. We have competition from CSPs with internal projects, and many of you know about most of these. And so we're mindful of competition all the time, and we get competition all the time. - Nvidia FQ1'24 earnings callHowever, what's important for investors to recognize is that Nvidia is focused on offering its customers the most cost-effective package (hardware and software).The high costs of offering high-quality AI solutions and continued cloud optimization by enterprise customers suggest that service providers will likely be very sensitive to costs.As such, Nvidia believes it has such a significant lead in this aspect that Huang is confident that the company offers its customers the \"lowest-cost solution.\"With that in mind, Nvidia likely sees significant opportunities to reach into the $1T data center installed base. Moreover, with generative AI demanding more intense computational resources, Nvidia's solutions would likely see GPU CapEx spending increasing markedly from just \"10% historically.\"However, the critical question is whether Huang and his team can consistently deliver such monstrous guidance, stunning analysts and investors moving ahead.While I do not doubt that, Nvidia remains a core holding in my portfolio, I already took the opportunity to unload some exposure at the highs yesterday. Interestingly, given the significantly revised forward estimates following management's guidance, NVDA's overvaluation has not \"worsened\" compared to pre-earnings.It's still overvalued but to a similar extent based on my blended fair value estimates. In addition, its pre-earnings NTM adjusted P/E of 70x is way higher than its post-earnings adjusted P/E of 42.3x.Therefore, if we consider NVDA's relative and intrinsic valuation per se, investors shouldn't be stunned by the market's reaction. Instead, market operators quickly priced in the company's blockbuster guidance appropriately.However, NVDA's price action still suggests significant caution as more FOMO buyers rush in, attempting to buy the potential breakout opportunity. As a result, I assessed that the possibility of another spike or two to force out early short-sellers is possible. If that happens, I would consider closing all my positions in NVDA and wait for a steep pullback that could help level off a significant level of optimism before I return.While I reiterate my Sell rating, I urge investors not to close all their positions but take exposure off progressively to hedge against further upside volatility until they see a decisive bull trap.Important note: Investors are reminded to do their own due diligence and not rely on the information provided as financial advice. The rating is also not intended to time a specific entry/exit at the point of writing unless otherwise specified.","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921486655,"gmtCreate":1671112481978,"gmtModify":1676538492261,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Don't catch the dropping parang toh especially when u can't see if it is near the bottom. My thought is gonna continue to free fall.&nbsp;Hmm I don't think will go lower than $90 though some said drop till $75.&nbsp;[Happy]&nbsp; Well don't understand what EM has got up in his brain, but he definitely need to tweet less.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Don't catch the dropping parang toh especially when u can't see if it is near the bottom. My thought is gonna continue to free fall.&nbsp;Hmm I don't think will go lower than $90 though some said drop till $75.&nbsp;[Happy]&nbsp; Well don't understand what EM has got up in his brain, but he definitely need to tweet less.","text":"$Tesla Motors(TSLA)$ Don't catch the dropping parang toh especially when u can't see if it is near the bottom. My thought is gonna continue to free fall. Hmm I don't think will go lower than $90 though some said drop till $75. [Happy] Well don't understand what EM has got up in his brain, but he definitely need to tweet less.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":46,"commentSize":46,"repostSize":0,"link":"https://ttm.financial/post/9921486655","isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"hahha ... maybe he bought twitter just to catch the 19yr old boy that tracking him [LOL] [LOL] expensive game sia [Duh] ...","text":"hahha ... maybe he bought twitter just to catch the 19yr old boy that tracking him [LOL] [LOL] expensive game sia [Duh] ...","html":"hahha ... maybe he bought twitter just to catch the 19yr old boy that tracking him [LOL] [LOL] expensive game sia [Duh] ..."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921536827,"gmtCreate":1671084752570,"gmtModify":1676538487627,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4107063207857540\">@LuckyPiggie&nbsp;</a>this lagi best...&nbsp;Buy $75[Happy]&nbsp;[LOL]&nbsp;[Happy]&nbsp; Writer must have short Telsa big time&nbsp;[Happy]&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/U/4107063207857540\">@LuckyPiggie&nbsp;</a>this lagi best...&nbsp;Buy $75[Happy]&nbsp;[LOL]&nbsp;[Happy]&nbsp; Writer must have short Telsa big time&nbsp;[Happy]&nbsp;[Happy]&nbsp;","text":"@LuckyPiggie this lagi best... Buy $75[Happy] [LOL] [Happy] Writer must have short Telsa big time [Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/9921536827","repostId":"2291571778","repostType":2,"repost":{"id":"2291571778","pubTimestamp":1671084084,"share":"https://www.laohu8.com/m/news/2291571778?lang=&edition=full","pubTime":"2022-12-15 14:01","market":"us","language":"en","title":"Tesla: I'd Buy After A 53.4% Drop","url":"https://stock-news.laohu8.com/highlight/detail?id=2291571778","media":"Seeking Alpha","summary":"SummaryTesla is a stock I'd be extra cautious about because its founder is involved in ever-more int","content":"<html><head></head><body><h2>Summary</h2><ul><li>Tesla is a stock I&#39;d be extra cautious about because its founder is involved in ever-more intense political controversies.</li><li>I&#39;ve covered it in past articles, getting fair value estimates near $250 on the assumption that the company keeps growing fairly quickly.</li><li>Nevertheless, I always rated it &#39;hold&#39; because I thought that the uncertainty surrounding the company undermined any thesis based on future growth assumptions.</li><li>In this article, I explain why I&#39;d buy Tesla at $75, a 53.4% drop, even though its financials and growth trajectory would seem to suggest it&#39;s worth more than that.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecebf7dbd139bf94cb13d4dce8d8da49\" tg-width=\"1080\" tg-height=\"704\" referrerpolicy=\"no-referrer\"/><span>Dimitrios Kambouris</span></p><p><b>Tesla</b>(NASDAQ:TSLA) is one of the toughest stocks out there to analyze. On the one hand, it has strong historical growth and adominant position in its market. On the other hand, it is veryexpensive (going by valuation multiples) and its founder is constantly getting in trouble for his provocative statements. In some cases, Musk has faced legal consequences for things he has said; for example, he once had to pay a $20 million fine for claiming that he had secured funding to take Tesla private.</p><p>This time around, Twitter is what’s getting people worried about their Tesla stock holdings. Elon Musk’s acquisition of Twitter was controversial in itself, now Elon musk is raising eyebrows for his posts on the platform. It would be hard to directly quote Musk’s recent posts without running afoul of Seeking Alpha’s political comment guidelines, so I will simply leave links to them off-platform here and here. Suffice it to say, the comments made some people very,<i>very</i> upset.</p><p>Shortly after Elon posted his two notorious Tweets, Tesla stock fell 6.3% in a single trading day. There was little material news about TSLA on the day that crash happened; the most recent big story was a bullish one about a surge in deliveries from Tesla Shanghai. Most likely, Musk’s tweets caused the selloff. Given the lack of other negative news, it’s the default assumption.</p><p>For me personally, nothing Musk is doing makes Tesla an “avoid at any price” stock. Tesla has great brand recognition, strong growth, and just recently got its tax credits back. The stock has a lot of things going for it. However, Musk’s risk taking is a serious enough concern for me to demand some kind of discount.</p><p>In past articles, I got fair value estimates for Tesla well above the current stock price. However, I never rated the stock any higher than a hold; in one article I rated it a sell. The reason for that is the immense uncertainty that Tesla is subject to. Whether it’s Musk’s Tweets or the federal investigation of the Twitter deal, there are many risk factors, some of which could impede the growth that makes the stock appear to have such a great future. For this reason, I’d want to see a price of $75 or lower before I’d buy the stock, even though I get value estimates above $200 when I value it by conventional means.</p><h2>My Past Coverage of Tesla</h2><p>In past articles, I’ve usually found Tesla to be worth something like $200-$300, going by a combination of multiples and discounted cash flows. In some cases, those prices were above the market price, but I never gave the stock a ‘buy’ rating, because I felt there were too many risks to the growth story. Some examples of valuations I arrived at include:</p><ul><li><p>$338 in “Tesla: the $4 Trillion Price Target is a Red Flag.”</p></li><li><p>$879 ($293 in post-split terms) in “Tesla: the EV Tax Credit is a Huge Catalyst.”</p></li><li><p>A sell rating (no specific price target) in “Long BYD, Short Tesla: a Great Tactical Pair Trade.”</p></li></ul><p>Now, you might wonder why I keep rating Tesla ‘hold’ or ‘sell’ when my models always give it upside. The reason has to do with how discounted cash flow models are constructed. You have to estimate future cash flows in order to make the math work, there’s no way around it. Tesla’s historical growth is extremely strong, and even if you cut the future growth estimates to half or a third of the actual historical growth, you still end up with pretty high price targets. In some of my previous articles, I cut Tesla’s future growth estimate down to the projected growth in the EV industry, which is a lot slower than Tesla’s actual growth rate. It still resulted in upside.</p><p>Still, I can’t rate the stock a buy, because I do think the risks here are serious enough to potentially end Tesla’s growth streak.</p><p>The first is demographics. Musk’s recent Twitter posts haven’t been received well by the demographics that tend to buy electric cars. Recently, Musk appeared on stage at a Dave Chapelle performance in San Francisco–the city with the second highest number of EV chargers in the U.S.--and was ‘booed’ by some audience members. This evidence might seem anecdotal, but it is known that Musk has low approval ratings in EV-friendly states like Oregon. Combining hard data with news reports, one gets the sense that Elon Musk isn’t being received well in States that are pushing green energy.</p><p>EV ownership in the U.S. skews toward affluent, educated, progressive-leaning individuals. Tesla has more conservative customers than other EV companies do, but it still has more democrat than republican owners. Many commentators believe that Musk’s recent Twitter posts have been designed to court conservative support. It is known that Musk is popular among conservatives, and he seems to be trying to shore up that support, but the problem is that Tesla’s customers come from other groups.</p><p>It’s not clear that Musk has angered enough people to get large numbers of them abandoning Tesla. A few people have said that they would buy Chevy Bolts in retaliation for Musk’s Twitter posts, but sales forecasts suggest there aren’t that many of them. By all accounts, Tesla’s sales are growing, not declining. Still, there is a possibility of Elon Musk alienating his core customer base; if he does so, we’d expect Tesla’s sales to take a hit.</p><p>There’s no shortage of companies selling electric cars. We’ve got European companies like <b>Volkswagen</b> (OTCPK:VWAGY), American companies like <b>General Motors</b> (GM) and Chinese companies like <b>NIO</b> (NIO) building EVs now. If the people who are upset about Musk’s job at Twitter wanted to ditch Tesla, they could do so. So a loss of sales is in principle a potential risk factor.</p><p>There’s also Musk’s selling of Twitter stock. As a long-term value investor, this does not really count as a risk to me, but it is a risk to those taking short term positions. Musk had to sell Tesla stock to put up collateral for the Twitter loans. He has sold at least $16.4 billion worth of TSLA, or 3.15% of the float. Insider selling of that magnitude can push a stock’s price downward, as stock prices are a function of supply and demand. If you don’t own Tesla stock now, and want to take a long-term position in the future, this is only good news, but for somebody who already owns Tesla stock, with no plans to average down, it’s very bad. If you already own Tesla and are hoping to get back to purchase prices well above $200, you might be waiting a while. Musk is rattling investor confidence and he may have more sales planned. If you don’t own Tesla stock, or own a little and plan on averaging down, then read on, because in the next section I explain why Tesla stock would be genuinely interesting at $75.</p><h2>Why Tesla Would Be Interesting at $75</h2><p>In previous sections, I explained why Tesla, with moderate growth assumptions, appeared to be worth $200 or more. In a DCF model it only takes about 20% growth in free cash flow for TSLA to come out with a fair value estimate well above $200. However, two things have to be kept in mind:</p><ol><li><p>Interest rates are rising.</p></li><li><p>There are genuine risks to Tesla’s operating performance.</p></li></ol><p>Interest rates going up takes a bite out of the value of cash flows from any company, and Elon Musk’s political commentary puts Tesla’s U.S. revenue at risk. So, a new Tesla model is needed to account for the risks. In past models, I discounted TSLA stock at just 8%. That’s a discount rate that includes a risk premium, but not a very large one. Today, Tesla is in the political crosshairs to an extent not seen when I wrote my last Tesla article, so more risk needs to be accounted for.</p><p>There are two ways to do this:</p><ol><li><p>Simply run one of my previous models at a far higher discount rate.</p></li><li><p>Lower the growth assumption.</p></li></ol><p>The first method is pretty straightforward. If you take my previous model that got a $338 FV estimate, and up the discount rate to 15%, you get a $111 price target. I think buying Tesla at that level would be basically sensible, but it helps to go even stricter still. Remember: when you buy TSLA shares, you’re paying for a lot of future growth. The nature of a ‘financial risk’ is that it can cause growth to disappear, and profits to turn into losses, so we need to account for those scenarios.</p><p>I do not think we need to model for a scenario where Tesla’s growth becomes negative. Tesla sells a lot of cars in China, a country that is not plugged into U.S. social media discourse, and where Elon Musk’s private behavior probably isn’t a concern for very many people. The U.S. market position does seem to be at risk, so we can model for a scenario where growth declines to 0%, based on current trends continuing in China while U.S. sales decline. Note that I don’t think this scenario will actually occur, it just helps to model worst case scenarios.</p><p>Under zero growth assumptions, we can simply value TSLA in terms of terminal value. This is where you discount free cash flow at a chosen discount rate. The range we get for Tesla, using 3.5% (no risk premium) and 15% (extremely large risk premium) is shown below.</p><p><img src=\"https://static.tigerbbs.com/e0f7a6ae9f247b5aac92b75634596020\" tg-width=\"735\" tg-height=\"138\" referrerpolicy=\"no-referrer\"/></p><p>So, to sum up, our total range of values under, when we account for immense risk, goes from:</p><ul><li><p>$19.33 (high discount rate, no growth).</p></li><li><p>$111 (high discount rate, high growth).</p></li></ul><p>The mean of the high and low values is $65. If you want to be extremely conservative, aim for $65 before buying Tesla. Personally, I’d probably buy at $75, because the worst-case scenarios I’m modelling for here are rather extreme. Most likely Tesla will do better than 0% growth. But in an environment of rising rates, it pays to play it safe. For the most risk averse investors, Tesla does not appear to be a buy.</p><p>This article is written by Growth at a Good Price for reference only. Please note the risks.</p></body></html>","source":"seekingalpha_fund","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: I'd Buy After A 53.4% Drop</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; 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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\">\nTesla: I'd Buy After A 53.4% Drop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 14:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564344-tesla-stock-buy-post-53-4-percent-drop><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is a stock I'd be extra cautious about because its founder is involved in ever-more intense political controversies.I've covered it in past articles, getting fair value estimates near $...</p>\n\n<a href=\"https://seekingalpha.com/article/4564344-tesla-stock-buy-post-53-4-percent-drop\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4550":"红杉资本持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4574":"无人驾驶","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4551":"寇图资本持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://seekingalpha.com/article/4564344-tesla-stock-buy-post-53-4-percent-drop","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291571778","content_text":"SummaryTesla is a stock I'd be extra cautious about because its founder is involved in ever-more intense political controversies.I've covered it in past articles, getting fair value estimates near $250 on the assumption that the company keeps growing fairly quickly.Nevertheless, I always rated it 'hold' because I thought that the uncertainty surrounding the company undermined any thesis based on future growth assumptions.In this article, I explain why I'd buy Tesla at $75, a 53.4% drop, even though its financials and growth trajectory would seem to suggest it's worth more than that.Dimitrios KambourisTesla(NASDAQ:TSLA) is one of the toughest stocks out there to analyze. On the one hand, it has strong historical growth and adominant position in its market. On the other hand, it is veryexpensive (going by valuation multiples) and its founder is constantly getting in trouble for his provocative statements. In some cases, Musk has faced legal consequences for things he has said; for example, he once had to pay a $20 million fine for claiming that he had secured funding to take Tesla private.This time around, Twitter is what’s getting people worried about their Tesla stock holdings. Elon Musk’s acquisition of Twitter was controversial in itself, now Elon musk is raising eyebrows for his posts on the platform. It would be hard to directly quote Musk’s recent posts without running afoul of Seeking Alpha’s political comment guidelines, so I will simply leave links to them off-platform here and here. Suffice it to say, the comments made some people very,very upset.Shortly after Elon posted his two notorious Tweets, Tesla stock fell 6.3% in a single trading day. There was little material news about TSLA on the day that crash happened; the most recent big story was a bullish one about a surge in deliveries from Tesla Shanghai. Most likely, Musk’s tweets caused the selloff. Given the lack of other negative news, it’s the default assumption.For me personally, nothing Musk is doing makes Tesla an “avoid at any price” stock. Tesla has great brand recognition, strong growth, and just recently got its tax credits back. The stock has a lot of things going for it. However, Musk’s risk taking is a serious enough concern for me to demand some kind of discount.In past articles, I got fair value estimates for Tesla well above the current stock price. However, I never rated the stock any higher than a hold; in one article I rated it a sell. The reason for that is the immense uncertainty that Tesla is subject to. Whether it’s Musk’s Tweets or the federal investigation of the Twitter deal, there are many risk factors, some of which could impede the growth that makes the stock appear to have such a great future. For this reason, I’d want to see a price of $75 or lower before I’d buy the stock, even though I get value estimates above $200 when I value it by conventional means.My Past Coverage of TeslaIn past articles, I’ve usually found Tesla to be worth something like $200-$300, going by a combination of multiples and discounted cash flows. In some cases, those prices were above the market price, but I never gave the stock a ‘buy’ rating, because I felt there were too many risks to the growth story. Some examples of valuations I arrived at include:$338 in “Tesla: the $4 Trillion Price Target is a Red Flag.”$879 ($293 in post-split terms) in “Tesla: the EV Tax Credit is a Huge Catalyst.”A sell rating (no specific price target) in “Long BYD, Short Tesla: a Great Tactical Pair Trade.”Now, you might wonder why I keep rating Tesla ‘hold’ or ‘sell’ when my models always give it upside. The reason has to do with how discounted cash flow models are constructed. You have to estimate future cash flows in order to make the math work, there’s no way around it. Tesla’s historical growth is extremely strong, and even if you cut the future growth estimates to half or a third of the actual historical growth, you still end up with pretty high price targets. In some of my previous articles, I cut Tesla’s future growth estimate down to the projected growth in the EV industry, which is a lot slower than Tesla’s actual growth rate. It still resulted in upside.Still, I can’t rate the stock a buy, because I do think the risks here are serious enough to potentially end Tesla’s growth streak.The first is demographics. Musk’s recent Twitter posts haven’t been received well by the demographics that tend to buy electric cars. Recently, Musk appeared on stage at a Dave Chapelle performance in San Francisco–the city with the second highest number of EV chargers in the U.S.--and was ‘booed’ by some audience members. This evidence might seem anecdotal, but it is known that Musk has low approval ratings in EV-friendly states like Oregon. Combining hard data with news reports, one gets the sense that Elon Musk isn’t being received well in States that are pushing green energy.EV ownership in the U.S. skews toward affluent, educated, progressive-leaning individuals. Tesla has more conservative customers than other EV companies do, but it still has more democrat than republican owners. Many commentators believe that Musk’s recent Twitter posts have been designed to court conservative support. It is known that Musk is popular among conservatives, and he seems to be trying to shore up that support, but the problem is that Tesla’s customers come from other groups.It’s not clear that Musk has angered enough people to get large numbers of them abandoning Tesla. A few people have said that they would buy Chevy Bolts in retaliation for Musk’s Twitter posts, but sales forecasts suggest there aren’t that many of them. By all accounts, Tesla’s sales are growing, not declining. Still, there is a possibility of Elon Musk alienating his core customer base; if he does so, we’d expect Tesla’s sales to take a hit.There’s no shortage of companies selling electric cars. We’ve got European companies like Volkswagen (OTCPK:VWAGY), American companies like General Motors (GM) and Chinese companies like NIO (NIO) building EVs now. If the people who are upset about Musk’s job at Twitter wanted to ditch Tesla, they could do so. So a loss of sales is in principle a potential risk factor.There’s also Musk’s selling of Twitter stock. As a long-term value investor, this does not really count as a risk to me, but it is a risk to those taking short term positions. Musk had to sell Tesla stock to put up collateral for the Twitter loans. He has sold at least $16.4 billion worth of TSLA, or 3.15% of the float. Insider selling of that magnitude can push a stock’s price downward, as stock prices are a function of supply and demand. If you don’t own Tesla stock now, and want to take a long-term position in the future, this is only good news, but for somebody who already owns Tesla stock, with no plans to average down, it’s very bad. If you already own Tesla and are hoping to get back to purchase prices well above $200, you might be waiting a while. Musk is rattling investor confidence and he may have more sales planned. If you don’t own Tesla stock, or own a little and plan on averaging down, then read on, because in the next section I explain why Tesla stock would be genuinely interesting at $75.Why Tesla Would Be Interesting at $75In previous sections, I explained why Tesla, with moderate growth assumptions, appeared to be worth $200 or more. In a DCF model it only takes about 20% growth in free cash flow for TSLA to come out with a fair value estimate well above $200. However, two things have to be kept in mind:Interest rates are rising.There are genuine risks to Tesla’s operating performance.Interest rates going up takes a bite out of the value of cash flows from any company, and Elon Musk’s political commentary puts Tesla’s U.S. revenue at risk. So, a new Tesla model is needed to account for the risks. In past models, I discounted TSLA stock at just 8%. That’s a discount rate that includes a risk premium, but not a very large one. Today, Tesla is in the political crosshairs to an extent not seen when I wrote my last Tesla article, so more risk needs to be accounted for.There are two ways to do this:Simply run one of my previous models at a far higher discount rate.Lower the growth assumption.The first method is pretty straightforward. If you take my previous model that got a $338 FV estimate, and up the discount rate to 15%, you get a $111 price target. I think buying Tesla at that level would be basically sensible, but it helps to go even stricter still. Remember: when you buy TSLA shares, you’re paying for a lot of future growth. The nature of a ‘financial risk’ is that it can cause growth to disappear, and profits to turn into losses, so we need to account for those scenarios.I do not think we need to model for a scenario where Tesla’s growth becomes negative. Tesla sells a lot of cars in China, a country that is not plugged into U.S. social media discourse, and where Elon Musk’s private behavior probably isn’t a concern for very many people. The U.S. market position does seem to be at risk, so we can model for a scenario where growth declines to 0%, based on current trends continuing in China while U.S. sales decline. Note that I don’t think this scenario will actually occur, it just helps to model worst case scenarios.Under zero growth assumptions, we can simply value TSLA in terms of terminal value. This is where you discount free cash flow at a chosen discount rate. The range we get for Tesla, using 3.5% (no risk premium) and 15% (extremely large risk premium) is shown below.So, to sum up, our total range of values under, when we account for immense risk, goes from:$19.33 (high discount rate, no growth).$111 (high discount rate, high growth).The mean of the high and low values is $65. If you want to be extremely conservative, aim for $65 before buying Tesla. Personally, I’d probably buy at $75, because the worst-case scenarios I’m modelling for here are rather extreme. Most likely Tesla will do better than 0% growth. But in an environment of rising rates, it pays to play it safe. For the most risk averse investors, Tesla does not appear to be a buy.This article is written by Growth at a Good Price for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"haha 75 was back 2 yrs ago .. if he bought at that time , of course can talk big . [LOL] .. so another 50% down is quite possible as some said.","text":"haha 75 was back 2 yrs ago .. if he bought at that time , of course can talk big . [LOL] .. so another 50% down is quite possible as some said.","html":"haha 75 was back 2 yrs ago .. if he bought at that time , of course can talk big . [LOL] .. so another 50% down is quite possible as some said."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920843094,"gmtCreate":1670468431619,"gmtModify":1676538374924,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Should be down a little more","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Should be down a little more","text":"$Tesla Motors(TSLA)$ Should be down a little more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9920843094","isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"130 ok ? [Tongue] maybe in jan or feb 🤔","text":"130 ok ? [Tongue] maybe in jan or feb 🤔","html":"130 ok ? [Tongue] maybe in jan or feb 🤔"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965915538,"gmtCreate":1669870811125,"gmtModify":1676538260834,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Manipulator&nbsp;[Happy]&nbsp;[Happy]&nbsp;","listText":"Manipulator&nbsp;[Happy]&nbsp;[Happy]&nbsp;","text":"Manipulator [Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/9965915538","repostId":"2288612530","repostType":4,"repost":{"id":"2288612530","pubTimestamp":1669861884,"share":"https://www.laohu8.com/m/news/2288612530?lang=&edition=full","pubTime":"2022-12-01 10:31","market":"us","language":"en","title":"Was Wednesday's Stock Market Surge Premature?","url":"https://stock-news.laohu8.com/highlight/detail?id=2288612530","media":"Motley Fool","summary":"What the Federal Reserve chair said wasn't any big surprise, but Wall Street heard what it wanted to hear.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Markets surged after Fed chair Jerome Powell gave a speech on monetary policy.</li><li>Investors focused on the idea that the Fed will moderate the pace of future rate increases.</li><li>That, however, doesn&#39;t mean that the central bank won&#39;t keep monetary policy at restrictive levels for an extended period.</li></ul><p>Stock market participants had been looking forward to Wednesday for quite a while, as they anticipated getting valuable insight when Federal Reserve chair Jerome Powell gave a speech about his views on monetary policy. As it turned out, Powell&#39;s comments were well-received by investors, and that resulted in solid gains of more than 2% for the <b>Dow Jones Industrial Average</b> and even bigger advances for the <b>Nasdaq Composite</b> and <b>S&amp;P 500</b>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a315992249cfa713089395a7fa48663d\" tg-width=\"1216\" tg-height=\"290\" width=\"100%\" height=\"auto\"/><span>Data source: Yahoo! Finance.</span></p><p>Until Powell began speaking in the afternoon, major market indexes were flat to slightly lower on the day. Yet even though what Powell said didn&#39;t really come as any big surprise to those who followed the relevant financial markets, it nevertheless seemed to give investors more confidence that their reading on the situation facing stock markets was correct.</p><p>That doesn&#39;t necessarily mean that the immediate future won&#39;t remain volatile, but it nevertheless led some to conclude that eventual victory over inflation and recessionary pressures was inevitable.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0a9308e7ec2ef77edad00c41db7fc50\" tg-width=\"700\" tg-height=\"367\" width=\"100%\" height=\"auto\"/><span>Federal Reserve building. Image source: Getty Images.</span></p><h2>What Powell said</h2><p>Powell continued to emphasize that there are two key components to Federal Reserve policy that some will find contradictory but that nevertheless apply. First and most important, the Fed is still concerned about the uncomfortably high level of inflation in the market.</p><p>That came at the beginning of Powell&#39;s speech, and the Fed chair emphasized that higher prices are causing substantial hardship for tens of millions of people across the nation. Such levels of price instability are fundamentally incompatible with a working economy, and current estimates of inflation, as measured by the Fed&#39;s preferred personal consumption expenditure metric, is coming in at 6%.</p><p>That left Powell to conclude that there&#39;s still a lot of work to do before inflation comes under control, let alone before it gets back to the 2% long-term target that the Fed prefers to see. Indeed, Powell warned that he believes the eventual level at which interest rates will rise sufficiently to get inflation under control will likely be higher than he thought at the time of the Federal Open Market Committee&#39;s meeting in September.</p><p>Yet at the same time, Powell acknowledged that using interest-rate increases to moderate inflationary pressures is an imprecise science. He also said there are definite lags between the time the central bank boosts rates and when the effects of tighter monetary policy actually show up in economic data, particularly concerning inflation.</p><p>Therefore, Powell said, &#34;It makes sense to moderate the pace of our rate increases as we approach the level of restraint that will be sufficient to bring inflation down.&#34; In addressing the timing of such moderation, the Fed chair said that a slowing of rate increases could come as soon as its December meeting.</p><p>Market watchers immediately took that comment to mean that the Fed would likely raise interest rates by just half a percentage point in December, slowing from the 0.75 percentage-point boosts that the central bank has made at its last four consecutive meetings. That, in turn, ignited the massive stock market rally, and longer-term interest rates also moved lower on the news, as bond investors foresaw a shorter period of time to fight inflation.</p><h2>Not a shocker</h2><p>Those watching the credit markets shouldn&#39;t have been surprised by what Powell said because it was already largely reflected in certain securities prices. As early as four weeks ago, federal funds rate futures showed that investors thought it more likely than not that the Fed would do a December increase of only half a percentage point.</p><p>Moreover, the short-term jump in stocks seemingly ignored the rest of Powell&#39;s monetary-policy comments. The chair repeated that restrictively high interest rates could be necessary for a significant period of time, and the central bank remains extremely wary of being premature in reversing course. Indeed, Powell pointed to several data points that remain worrisome, including above-normal wage growth, rising prices for housing services, and continued disruptions in labor markets that began with the COVID-19 pandemic.</p><p>Of course, it&#39;s possible that stock markets have overreacted in falling so far from their record levels in late 2021, so a reversal -- in light of things going mostly as expected -- is actually warranted. Regardless, investors need to be prepared for it to take more time than they might think for the Fed&#39;s inflation-fighting saga to play out to the bitter end.</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>Was Wednesday's Stock Market Surge Premature?</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\">\nWas Wednesday's Stock Market Surge Premature?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/30/was-wednesdays-stock-market-surge-premature/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMarkets surged after Fed chair Jerome Powell gave a speech on monetary policy.Investors focused on the idea that the Fed will moderate the pace of future rate increases.That, however, doesn'...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/30/was-wednesdays-stock-market-surge-premature/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.fool.com/investing/2022/11/30/was-wednesdays-stock-market-surge-premature/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288612530","content_text":"KEY POINTSMarkets surged after Fed chair Jerome Powell gave a speech on monetary policy.Investors focused on the idea that the Fed will moderate the pace of future rate increases.That, however, doesn't mean that the central bank won't keep monetary policy at restrictive levels for an extended period.Stock market participants had been looking forward to Wednesday for quite a while, as they anticipated getting valuable insight when Federal Reserve chair Jerome Powell gave a speech about his views on monetary policy. As it turned out, Powell's comments were well-received by investors, and that resulted in solid gains of more than 2% for the Dow Jones Industrial Average and even bigger advances for the Nasdaq Composite and S&P 500.Data source: Yahoo! Finance.Until Powell began speaking in the afternoon, major market indexes were flat to slightly lower on the day. Yet even though what Powell said didn't really come as any big surprise to those who followed the relevant financial markets, it nevertheless seemed to give investors more confidence that their reading on the situation facing stock markets was correct.That doesn't necessarily mean that the immediate future won't remain volatile, but it nevertheless led some to conclude that eventual victory over inflation and recessionary pressures was inevitable.Federal Reserve building. Image source: Getty Images.What Powell saidPowell continued to emphasize that there are two key components to Federal Reserve policy that some will find contradictory but that nevertheless apply. First and most important, the Fed is still concerned about the uncomfortably high level of inflation in the market.That came at the beginning of Powell's speech, and the Fed chair emphasized that higher prices are causing substantial hardship for tens of millions of people across the nation. Such levels of price instability are fundamentally incompatible with a working economy, and current estimates of inflation, as measured by the Fed's preferred personal consumption expenditure metric, is coming in at 6%.That left Powell to conclude that there's still a lot of work to do before inflation comes under control, let alone before it gets back to the 2% long-term target that the Fed prefers to see. Indeed, Powell warned that he believes the eventual level at which interest rates will rise sufficiently to get inflation under control will likely be higher than he thought at the time of the Federal Open Market Committee's meeting in September.Yet at the same time, Powell acknowledged that using interest-rate increases to moderate inflationary pressures is an imprecise science. He also said there are definite lags between the time the central bank boosts rates and when the effects of tighter monetary policy actually show up in economic data, particularly concerning inflation.Therefore, Powell said, \"It makes sense to moderate the pace of our rate increases as we approach the level of restraint that will be sufficient to bring inflation down.\" In addressing the timing of such moderation, the Fed chair said that a slowing of rate increases could come as soon as its December meeting.Market watchers immediately took that comment to mean that the Fed would likely raise interest rates by just half a percentage point in December, slowing from the 0.75 percentage-point boosts that the central bank has made at its last four consecutive meetings. That, in turn, ignited the massive stock market rally, and longer-term interest rates also moved lower on the news, as bond investors foresaw a shorter period of time to fight inflation.Not a shockerThose watching the credit markets shouldn't have been surprised by what Powell said because it was already largely reflected in certain securities prices. As early as four weeks ago, federal funds rate futures showed that investors thought it more likely than not that the Fed would do a December increase of only half a percentage point.Moreover, the short-term jump in stocks seemingly ignored the rest of Powell's monetary-policy comments. The chair repeated that restrictively high interest rates could be necessary for a significant period of time, and the central bank remains extremely wary of being premature in reversing course. Indeed, Powell pointed to several data points that remain worrisome, including above-normal wage growth, rising prices for housing services, and continued disruptions in labor markets that began with the COVID-19 pandemic.Of course, it's possible that stock markets have overreacted in falling so far from their record levels in late 2021, so a reversal -- in light of things going mostly as expected -- is actually warranted. Regardless, investors need to be prepared for it to take more time than they might think for the Fed's inflation-fighting saga to play out to the bitter end.","news_type":1},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"look at xpeng.. shot to Pluto . [LOL] alth result wasnt good.","text":"look at xpeng.. shot to Pluto . [LOL] alth result wasnt good.","html":"look at xpeng.. shot to Pluto . [LOL] alth result wasnt good."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966163029,"gmtCreate":1669442609261,"gmtModify":1676538197888,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Interesting data","listText":"Interesting data","text":"Interesting data","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966163029","repostId":"9966085104","repostType":1,"repost":{"id":9966085104,"gmtCreate":1669347714009,"gmtModify":1676538187056,"author":{"id":"4098923898631570","authorId":"4098923898631570","name":"Optionskiwi","avatar":"https://community-static.tradeup.com/news/ba8b1a5fea08b02c9b059887b1227fcd","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"How is November treating you? ","htmlText":"With the US share market closed for Thanksgiving it is a good opportunity to reflect on the returns of the <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$ </a>month and year to date and exam what may lie ahead. 2022 has been a difficult year for stocks with the <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$ </a>falling 27.5% from its January intraday high of 4,818 to an intraday low of 3,491 in mid-October.From this October low the market has rallied 15.6% to 4,034 on Wednesday.So, will this bear market rally succeed where others (January, March, May and June) have failed this year? &nbsp;Time will tell!Mid Term Election EffectWhat we do know is that historically stocks tend to sell off in the two quarters ahead of midterm elections an","listText":"With the US share market closed for Thanksgiving it is a good opportunity to reflect on the returns of the <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$ </a>month and year to date and exam what may lie ahead. 2022 has been a difficult year for stocks with the <a target=\"_blank\" href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$ </a>falling 27.5% from its January intraday high of 4,818 to an intraday low of 3,491 in mid-October.From this October low the market has rallied 15.6% to 4,034 on Wednesday.So, will this bear market rally succeed where others (January, March, May and June) have failed this year? &nbsp;Time will tell!Mid Term Election EffectWhat we do know is that historically stocks tend to sell off in the two quarters ahead of midterm elections an","text":"With the US share market closed for Thanksgiving it is a good opportunity to reflect on the returns of the $S&P 500(.SPX)$ month and year to date and exam what may lie ahead. 2022 has been a difficult year for stocks with the $S&P 500(.SPX)$ falling 27.5% from its January intraday high of 4,818 to an intraday low of 3,491 in mid-October.From this October low the market has rallied 15.6% to 4,034 on Wednesday.So, will this bear market rally succeed where others (January, March, May and June) have failed this year? Time will tell!Mid Term Election EffectWhat we do know is that historically stocks tend to sell off in the two quarters ahead of midterm elections an","images":[{"img":"https://community-static.tradeup.com/news/fb553fc6f643b81362aa8bf938fff613","width":"389","height":"349"},{"img":"https://community-static.tradeup.com/news/0997ec0ac508e958ab4efe9fc58e92e4","width":"753","height":"583"},{"img":"https://community-static.tradeup.com/news/70402eae820a937070f30fb2257b5bf0","width":"487","height":"1164"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966085104","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968997746,"gmtCreate":1669090437786,"gmtModify":1676538150554,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Writer seem to have lots of grudges against Zuckerberg&nbsp;[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;","listText":"Writer seem to have lots of grudges against Zuckerberg&nbsp;[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;","text":"Writer seem to have lots of grudges against Zuckerberg [Happy] [Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9968997746","repostId":"1146987521","repostType":4,"repost":{"id":"1146987521","pubTimestamp":1668987993,"share":"https://www.laohu8.com/m/news/1146987521?lang=&edition=full","pubTime":"2022-11-21 07:46","market":"us","language":"en","title":"Don’t Make the Mega-Mistake of Buying META Stock Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1146987521","media":"InvestorPlace","summary":"Meta Platforms (META) CEO Mark Zuckerberg released an apology to the company’s employees.This doesn’","content":"<html><head></head><body><ul><li><b>Meta Platforms</b> (<b>META</b>) CEO Mark Zuckerberg released an apology to the company’s employees.</li><li>This doesn’t mean that Zuckerberg will back off of his stubborn wager on the metaverse.</li><li>Investors should stay cautious on META stock.</li></ul><p>Without a doubt, the fate of <b>Meta Platforms</b> (NASDAQ: <b>META</b>) stock rests in the hands of its founder and CEO, Mark Zuckerberg. Going forward, META will have to be on board with Zuckerberg’s insistence on morphing Meta into a metaverse business.</p><p>Before taking a position, however, financial traders should carefully read the CEO’s seemingly apologetic message to Meta’s employees. After some consideration, you might doubt young Zuck’s sincerity, and his willingness to reassess his business strategy.</p><p>When one person controls a company completely, the result can be a huge success or a dismal failure. It’s too soon to know how Meta Platforms will end up in five or 10 years. If 2022 is any indication, however, then the outlook doesn’t look bright.</p><p>This isn’t to suggest that Zuckerberg is deliberately trying to run his business into the ground. Yet, a stubborn leader can cause significant damage, and the last thing you need now is to invest in a metaverse-obsessed Titanic.</p><p><b>META Stock Is on a Collision Course</b></p><p>The Meta Platforms perma-bulls might point out that META stock had a rally recently. During this time, however, practically the entire stock market moved up due to a lower-than-expected inflation print.</p><p>Thus, a rising tide lifted all boats, including Meta Platforms. Even with that quick bump, though, Meta shares were far below their early-January price of around $338.</p><p>In other words, stubborn shareholders have been wrong for most of 2022, and just maybe a stubborn CEO is to blame. Quite frankly, the metaverse simply hasn’t been the huge hit that Zuckerberg probably expected it to be.</p><p>Sure, Millennials and Zoomers are open-minded about technology, but they don’t necessarily want to spend a lot of money on a special headset during this time of high inflation.</p><p><b>Zuckerberg’s Apology Just Isn’t Enough</b></p><p>It’s one thing to apologize; making meaningful changes is another matter entirely. Prospective investors should ask themselves: What specifically is Meta Platforms’ CEO doing to return the company to its former status and prosperity?</p><p>Yes, Zuckerberg is laying off over 11,000 employees, or roughly 11% of Meta’s workforce. However, this is likely to decrease morale at the company and could reduce the quality of Meta Platforms’ customer service. Besides, some analysts doubt that the job cuts will have a substantial positive impact on Meta’s bottom line.</p><p>Moreover, even while Meta Platforms is laying off so many workers, the company is still guiding for a whopping $34 billion to $37 billion in 2023capital expenditures.</p><p>So, while Zuckerberg can say he’s “especially sorry” in a letter to Meta’s employees, this shouldn’t provide much comfort or confidence to the company’s laid-off workers – or to the shareholders, for that matter.</p><p><b>What You Can Do Now</b></p><p>It’s been suggested, and rightly so, that Meta Platformshired too many people and is only now seriously considering retrenchment. While Zuckerberg’s job cuts are well-publicized, they may be a case of “too little, too late.”</p><p>An apology letter simply won’t be enough to convince skeptical prospective investors. The question remains: Is Zuckerberg really prepared to cut back on his headlong foray into the metaverse?</p><p>So far, there’s scant evidence that this is the case. Therefore, it’s just not the right time to invest in META stock.</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>Don’t Make the Mega-Mistake of Buying META Stock 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\">\nDon’t Make the Mega-Mistake of Buying META Stock Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 07:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2022/11/dont-make-the-mega-mistake-of-buying-meta-stock-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms (META) CEO Mark Zuckerberg released an apology to the company’s employees.This doesn’t mean that Zuckerberg will back off of his stubborn wager on the metaverse.Investors should stay ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/11/dont-make-the-mega-mistake-of-buying-meta-stock-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://investorplace.com/market360/2022/11/dont-make-the-mega-mistake-of-buying-meta-stock-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146987521","content_text":"Meta Platforms (META) CEO Mark Zuckerberg released an apology to the company’s employees.This doesn’t mean that Zuckerberg will back off of his stubborn wager on the metaverse.Investors should stay cautious on META stock.Without a doubt, the fate of Meta Platforms (NASDAQ: META) stock rests in the hands of its founder and CEO, Mark Zuckerberg. Going forward, META will have to be on board with Zuckerberg’s insistence on morphing Meta into a metaverse business.Before taking a position, however, financial traders should carefully read the CEO’s seemingly apologetic message to Meta’s employees. After some consideration, you might doubt young Zuck’s sincerity, and his willingness to reassess his business strategy.When one person controls a company completely, the result can be a huge success or a dismal failure. It’s too soon to know how Meta Platforms will end up in five or 10 years. If 2022 is any indication, however, then the outlook doesn’t look bright.This isn’t to suggest that Zuckerberg is deliberately trying to run his business into the ground. Yet, a stubborn leader can cause significant damage, and the last thing you need now is to invest in a metaverse-obsessed Titanic.META Stock Is on a Collision CourseThe Meta Platforms perma-bulls might point out that META stock had a rally recently. During this time, however, practically the entire stock market moved up due to a lower-than-expected inflation print.Thus, a rising tide lifted all boats, including Meta Platforms. Even with that quick bump, though, Meta shares were far below their early-January price of around $338.In other words, stubborn shareholders have been wrong for most of 2022, and just maybe a stubborn CEO is to blame. Quite frankly, the metaverse simply hasn’t been the huge hit that Zuckerberg probably expected it to be.Sure, Millennials and Zoomers are open-minded about technology, but they don’t necessarily want to spend a lot of money on a special headset during this time of high inflation.Zuckerberg’s Apology Just Isn’t EnoughIt’s one thing to apologize; making meaningful changes is another matter entirely. Prospective investors should ask themselves: What specifically is Meta Platforms’ CEO doing to return the company to its former status and prosperity?Yes, Zuckerberg is laying off over 11,000 employees, or roughly 11% of Meta’s workforce. However, this is likely to decrease morale at the company and could reduce the quality of Meta Platforms’ customer service. Besides, some analysts doubt that the job cuts will have a substantial positive impact on Meta’s bottom line.Moreover, even while Meta Platforms is laying off so many workers, the company is still guiding for a whopping $34 billion to $37 billion in 2023capital expenditures.So, while Zuckerberg can say he’s “especially sorry” in a letter to Meta’s employees, this shouldn’t provide much comfort or confidence to the company’s laid-off workers – or to the shareholders, for that matter.What You Can Do NowIt’s been suggested, and rightly so, that Meta Platformshired too many people and is only now seriously considering retrenchment. While Zuckerberg’s job cuts are well-publicized, they may be a case of “too little, too late.”An apology letter simply won’t be enough to convince skeptical prospective investors. The question remains: Is Zuckerberg really prepared to cut back on his headlong foray into the metaverse?So far, there’s scant evidence that this is the case. Therefore, it’s just not the right time to invest in META stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"or you work for Meta [LOL] [Chuckle]","text":"or you work for Meta [LOL] [Chuckle]","html":"or you work for Meta [LOL] [Chuckle]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987443985,"gmtCreate":1667973056948,"gmtModify":1676537992966,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Whether or not it hit 1 trillion in 2025, price will almost certain be higher than now. Do u agree?","listText":"Whether or not it hit 1 trillion in 2025, price will almost certain be higher than now. Do u agree?","text":"Whether or not it hit 1 trillion in 2025, price will almost certain be higher than now. Do u agree?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/9987443985","repostId":"2281997054","repostType":4,"repost":{"id":"2281997054","pubTimestamp":1667971668,"share":"https://www.laohu8.com/m/news/2281997054?lang=&edition=full","pubTime":"2022-11-09 13:27","market":"us","language":"en","title":"Will Meta Platforms Be a Trillion-Dollar Stock by 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=2281997054","media":"Motley Fool","summary":"The comeback story could be glorious.","content":"<html><head></head><body><p>Investors often look for the next big thing, and wonder which stock will become the next trillion-dollar company. But social media conglomerate <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b> has already reached that mountaintop. Unfortunately, the stock&#39;s staggering downfall has valued the company at roughly $240 billion today.</p><p>So can Meta Platforms regain its mojo and bounce back to a trillion-dollar market valuation by 2025? It&#39;s hard seeing any stock rising four-fold any time soon in this market, but Meta&#39;s potential recovery isn&#39;t as farfetched as it sounds once you dig into the numbers. Here is what investors need to know.</p><h2>Falling from grace</h2><p>Sometimes you need to look backward before moving forward. Investors should understand Meta&#39;s sharp decline, because it goes beyond today&#39;s bear market. Meta&#39;s struggles come primarily from Wall Street&#39;s worries over Meta&#39;s aggressive investments in Reality Labs. CEO Mark Zuckerberg believes in the metaverse, and sees a big opportunity for Meta when (or if) it becomes mainstream.</p><p>You can see below just how much Meta&#39;s spending has increased. The money spent on Reality Labs hasn&#39;t yet produced any returns for shareholders -- in fact, the business segment has lost $9.4 billion year-to-date. Zuckerberg signaled during the company&#39;s earnings call that spending would <i>increase</i> in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5c8041532b647327c035660ff678287\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>META Capital Expenditures (TTM) data by YCharts</span></p><p>Add in a downcycle in advertising spending spurred by recession fears, and Wall Street is seemingly more negative on Meta Platforms than possibly at any time in the company&#39;s history. That sentiment is reflected in Meta&#39;s valuation, which at a price-to-earnings ratio (P/E) of 8.6 is its lowest ever.</p><h2>The journey to $1 trillion</h2><p>So how do you go from a beaten-down stock that nobody likes to a trillion-dollar company by 2025? First, remember that a company&#39;s share price doesn&#39;t necessarily reflect the quality of the business. Yes, Meta&#39;s dealing with challenges right now, but Wall Street believes that Meta&#39;s profits will still grow over time. A consensus of analyst estimates calls for Meta&#39;s earnings-per-share (EPS) to increase a total of 33% over the next several years and hit $12 by 2025.</p><p>One would hope that Meta&#39;s business will right itself by then; the advertising industry is cyclical, and should rebound with the economy. Reality Labs could look a lot different by then versus today, and perhaps Wall Street will again love Meta Platforms.</p><p>Meta needs a share price of approximately $379 to hit a $1 trillion market capitalization using the current number of outstanding shares. The company routinely repurchases shares, but let&#39;s assume that analysts factored that into their EPS estimates. Hypothetically, if Meta did earn $12 per share and traded at its median P/E over the past decade of 34 P/E, the resulting share price would be $408, enough to reach the target $1 trillion market value.</p><h2>Remember this</h2><p>Successfully achieving this would mean investors got a four-fold return on their investment if they bought shares today. That&#39;s an excellent return, probably beating the market over those years.</p><p>But this exercise isn&#39;t necessarily to split hairs about whether Meta will or won&#39;t be worth a certain amount by a specific year. Instead, it&#39;s a thought exercise that shows you just how attractive Meta&#39;s stock has become. If it hits analyst EPS estimates, the stock could maintain its current bottom-of-the-barrel P/E and still return 33% over three years. I would argue that a lot has gone wrong if sentiment (reflected by P/E) doesn&#39;t budge an inch higher over the next three years.</p><p>The most likely outcome seems that Meta&#39;s ad business eventually picks back up, and Zuckerberg extracts <i>at least some</i> value out of Reality Labs. The bar is pretty low here, which is why Meta&#39;s stock is so compelling at these prices. You don&#39;t need a home run; hitting a single to first base can still be a very successful investment, and anything beyond that is icing on the cake.</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>Will Meta Platforms Be a Trillion-Dollar Stock by 2025?</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\">\nWill Meta Platforms Be a Trillion-Dollar Stock by 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 13:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/08/will-meta-platforms-be-a-trillion-dollar-stock-by/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors often look for the next big thing, and wonder which stock will become the next trillion-dollar company. But social media conglomerate Meta Platforms has already reached that mountaintop. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/08/will-meta-platforms-be-a-trillion-dollar-stock-by/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://www.fool.com/investing/2022/11/08/will-meta-platforms-be-a-trillion-dollar-stock-by/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281997054","content_text":"Investors often look for the next big thing, and wonder which stock will become the next trillion-dollar company. But social media conglomerate Meta Platforms has already reached that mountaintop. Unfortunately, the stock's staggering downfall has valued the company at roughly $240 billion today.So can Meta Platforms regain its mojo and bounce back to a trillion-dollar market valuation by 2025? It's hard seeing any stock rising four-fold any time soon in this market, but Meta's potential recovery isn't as farfetched as it sounds once you dig into the numbers. Here is what investors need to know.Falling from graceSometimes you need to look backward before moving forward. Investors should understand Meta's sharp decline, because it goes beyond today's bear market. Meta's struggles come primarily from Wall Street's worries over Meta's aggressive investments in Reality Labs. CEO Mark Zuckerberg believes in the metaverse, and sees a big opportunity for Meta when (or if) it becomes mainstream.You can see below just how much Meta's spending has increased. The money spent on Reality Labs hasn't yet produced any returns for shareholders -- in fact, the business segment has lost $9.4 billion year-to-date. Zuckerberg signaled during the company's earnings call that spending would increase in 2023.META Capital Expenditures (TTM) data by YChartsAdd in a downcycle in advertising spending spurred by recession fears, and Wall Street is seemingly more negative on Meta Platforms than possibly at any time in the company's history. That sentiment is reflected in Meta's valuation, which at a price-to-earnings ratio (P/E) of 8.6 is its lowest ever.The journey to $1 trillionSo how do you go from a beaten-down stock that nobody likes to a trillion-dollar company by 2025? First, remember that a company's share price doesn't necessarily reflect the quality of the business. Yes, Meta's dealing with challenges right now, but Wall Street believes that Meta's profits will still grow over time. A consensus of analyst estimates calls for Meta's earnings-per-share (EPS) to increase a total of 33% over the next several years and hit $12 by 2025.One would hope that Meta's business will right itself by then; the advertising industry is cyclical, and should rebound with the economy. Reality Labs could look a lot different by then versus today, and perhaps Wall Street will again love Meta Platforms.Meta needs a share price of approximately $379 to hit a $1 trillion market capitalization using the current number of outstanding shares. The company routinely repurchases shares, but let's assume that analysts factored that into their EPS estimates. Hypothetically, if Meta did earn $12 per share and traded at its median P/E over the past decade of 34 P/E, the resulting share price would be $408, enough to reach the target $1 trillion market value.Remember thisSuccessfully achieving this would mean investors got a four-fold return on their investment if they bought shares today. That's an excellent return, probably beating the market over those years.But this exercise isn't necessarily to split hairs about whether Meta will or won't be worth a certain amount by a specific year. Instead, it's a thought exercise that shows you just how attractive Meta's stock has become. If it hits analyst EPS estimates, the stock could maintain its current bottom-of-the-barrel P/E and still return 33% over three years. I would argue that a lot has gone wrong if sentiment (reflected by P/E) doesn't budge an inch higher over the next three years.The most likely outcome seems that Meta's ad business eventually picks back up, and Zuckerberg extracts at least some value out of Reality Labs. The bar is pretty low here, which is why Meta's stock is so compelling at these prices. You don't need a home run; hitting a single to first base can still be a very successful investment, and anything beyond that is icing on the cake.","news_type":1},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"hello hello .. u got hook into Metaverse vitual world ? Come back to reality [Tongue]","text":"hello hello .. u got hook into Metaverse vitual world ? Come back to reality [Tongue]","html":"hello hello .. u got hook into Metaverse vitual world ? Come back to reality [Tongue]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987984844,"gmtCreate":1667793502888,"gmtModify":1676537964566,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a><v-v data-views=\"1\"></v-v>","text":"$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9987984844","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983214607,"gmtCreate":1666245296109,"gmtModify":1676537729364,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Yeah man, just like i do not your advice, I suggest others don't either&nbsp;[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;","listText":"Yeah man, just like i do not your advice, I suggest others don't either&nbsp;[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;","text":"Yeah man, just like i do not your advice, I suggest others don't either [Happy] [Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9983214607","repostId":"2276806764","repostType":4,"repost":{"id":"2276806764","pubTimestamp":1666238347,"share":"https://www.laohu8.com/m/news/2276806764?lang=&edition=full","pubTime":"2022-10-20 11:59","market":"us","language":"en","title":"Apple: I'm Siding With Wall Street This Time","url":"https://stock-news.laohu8.com/highlight/detail?id=2276806764","media":"seekingalpha","summary":"SummaryUsually, I do not like to follow advice from Wall Street. And I suggest you do not either.How","content":"<html><head></head><body><p>Summary</p><ul><li>Usually, I do not like to follow advice from Wall Street. And I suggest you do not either.</li><li>However, I am siding with Wall Street on Apple this time.</li><li>In my view, many bearish analyses misunderstood Tim Cook only as an operation manager and drastically underestimated his innovation and marketing prowess.</li><li>Under Cook’s leadership, Apple keeps churning out iconic products like  AirPods and is also successfully transitioning into a subscriber-based model.</li><li>In terms of profitability and valuation, I see a total annual return easily in the double digits, with about 5% coming from owners’ earnings yield and 5% from organic growth.</li></ul><h3>Thesis</h3><p>There is a clear divergence of opinion regarding Apple (NASDAQ:AAPL) between Main Street opinions and Wall Street opinions. As you can see from the following chart, a total of 35 Seeking Alpha Authors wrote about AAPL in the Last 30 Days. Only 1 is recommending Strong Buy. In contrast, out of a total of 44 Wall Street analysts, 26 were recommending a strong buy. On the selling end, a total of 6 SA authors are either recommending sell or strong sell. While in contrast, only 1 Wall Street analyst is recommending selling and no one recommends strong selling.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3ed291efc97dbecc78a492b19a8cf75\" tg-width=\"640\" tg-height=\"163\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>Usually, I do not like to follow investment advice from Wall Street. Wall Street opinions are almost synonymous with herd thinking in many investors&#39; minds, and for good reasons. However, in the case of AAPL under current conditions, I am going to do something that seems absurd. I am siding with Wall Street this time. Much of the financial, profitability, and valuation considerations have been detailed in our earlier articles.</p><p>And today, I will focus the article to address an issue that was frequently mentioned in many of the bear arguments. The issue involves Tim Cook and the arguments more or less go like the following: yes, Tim Cook is a fantastic professional manager, but not an innovator. As a result, Apple under his reign is becoming less innovative, less adventurous, and more mediocre.</p><p>And next, you will see why I disagree.</p><h3>Yes, Tim Cook is a fantastic professional manager</h3><p>There is no need to argue about this at all. During Cook&#39;s tenure, Apple&#39;s market cap grew almost sevenfold to a staggering $2.3 trillion as of this writing, transforming AAPL from a tech company into a tech giant.</p><p>More importantly and fundamentally, as an operation genius, Cook has reshaped the profitability drivers for AAPL and made it more sustainable. No matter how much you love and admire Steve Jobs (like I do), AAPL has been consistently on the verge of chaos under his regain. A simple DuPont analysis elucidates this fundamental shift as shown in the chart below. At the end of the Jobs era (2010 to 2012), AAPL&#39;s profitability, measured by ROCE (return on capital employed ), was an astronomical but unsustainable 443%. Since Cook took over, the ROCE has decreased by 88.4% in relative terms to 183% from 2019 to 2021. No one likes seeing a decrease in profitability, and the decrease here seemed so dramatic.</p><p>However, if you dissect the decrease, you would see that out of the 88.4% decrease, 74% of it came from the decreased leverage, which is actually a good thing. Cook also stabilized and improved the asset utilization, which contributed a positive 6.4% to the ROCE. Then profit margin decrease contributed a negative 20.9% to the ROCE change largely due to intensified competition in the smartphone market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c8ab37ef43d6df7e215214aaf8e33eb\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\"/><span>Source: author and Seeking Alpha data.</span></p><p>But he is not making Apple any less innovative</p><p>It is true that Steve Jobs, with Jony Ive behind him, delivered so many groundbreaking innovations and make Apple truly unique. It is not a tech company, but a luxury brand in my view. By the time Cook took over, innovation at the scale of creating an entirely new category like the iPhone or iPod has become much more difficult. As a matter of fact, managing AAPL&#39;s existing iconic products like the iPhone, Mac, and iPad already presents tremendous challenges. And I consider Cook&#39;s repositioning and streamlining of these existing products already a major innovation.</p><p>Furthermore, Cook has also been quietly bringing out innovative products that are massively popular and profitable at the same time. The Apple Watch and AirPods are two notable examples. He successfully adjusted the positioning of the Apple Watch after the release of the first generation. And this year, he further subdivided Ultra, a sports watch for the professional field.</p><p>The Airpods are an even more impressive demonstration of Cook&#39;s innovation capability and also his operation and marketing genius. From the appearance of AirPods to the release of the latest AirPods Pro 2, it has only been more than five years and there are only a few products in the AirPods series. But it has almost become a must-buy product for all iPhone users around the world. As a parent with a teenage kid, I have first-row seat to witness how the AirPods have become a life necessity for almost everyone in his school. Piper Sandler&#39;s data confirms the same trend: 72% of US teens own AirPods (and 87% own iPhones, 87% plan to buy one, and 30% own an Apple Watch).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71cc51fd4c3d9267f6a5c1be91428b97\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/><span>Source: ped30.com</span></p><p>All told, IDC estimates that AirPods sales reached about 120 million pairs in 2021, accounting for half of Apple&#39;s wearable device sales and becoming the fastest-growing product line in this part of the business. With the little AirPods, Tim Cook quietly created a new category (again, not as ground-shaking as the iPhone or iPad) valued at nearly $40 billion (to put it under perspective, it is equivalent to Xiaomi&#39;s market cap).</p><p>And the genius of Cook is that, unlike the iPhone, the AirPods do not even update at high frequency and do need so many series. But it never fails to bring in beautiful sales data since its inception.</p><p><img src=\"https://static.tigerbbs.com/252d16c5dbf9854fc240f685bb193c5d\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/>Source: idc.com</p><h2>Risks and final thoughts</h2><p>Besides Apple Watch and AirPods, under Cook&#39;s leadership, AAPL has also been successfully transitioning into a subscriber-based business model and away from a hardware-based model. Cook has been building an inseparable ecosystem to connect all Apple devices and bring users a more convenient and seamless Apple experience. I see this grand plan itself as a major innovation of Tim Cook. And I also see that it has been succeeding and with almost limitless potential. Under this grand plan, buying a Mac, or an iPhone is only the beginning of the continuous purchases of other AAPL products.</p><p>Of course, there are definitely risks. Besides all the often-mentioned bearish arguments such as valuation, competition, currency headwinds, and global supply chain disruptions, I see two structural risks. The first one involves its large exposure to China, which is a key market that has been driving a good part of its growth so far. Key risks here include new lockdowns in China due to the COVID resurgence and the escalation of China-US trade tension. The second one involves a remote anti-trust risk with its expansion and dominance in several market segments.</p><p>To conclude, I am siding with Wall Street&#39;s opinion on AAPL this time. My overall impression of its finances, profitability and valuation are summarized below (and detailed in our earlier article here).</p><blockquote><i>Its current price of ~$140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.</i></blockquote><p>In this article, I want to focus on a bearish argument surrounding Tim Cook. My thesis is to argue that he is only a fantastic professional manager but also an innovator too. The Apple Watch and especially the AirPods are good examples. The design of AirPods inherits the Apple spirit beautifully in my view. The easy-to-use features quickly made the public accept this new product with a premier price tag of around $200. And both the Apple Watch and AirPods have become a trend, an icon, and a culture just like the iPod and iPhone.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: I'm Siding With Wall Street This Time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: I'm Siding With Wall Street This Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4547434-apple-i-am-siding-with-wall-street-this-time><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryUsually, I do not like to follow advice from Wall Street. And I suggest you do not either.However, I am siding with Wall Street on Apple this time.In my view, many bearish analyses ...</p>\n\n<a href=\"https://seekingalpha.com/article/4547434-apple-i-am-siding-with-wall-street-this-time\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4547434-apple-i-am-siding-with-wall-street-this-time","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2276806764","content_text":"SummaryUsually, I do not like to follow advice from Wall Street. And I suggest you do not either.However, I am siding with Wall Street on Apple this time.In my view, many bearish analyses misunderstood Tim Cook only as an operation manager and drastically underestimated his innovation and marketing prowess.Under Cook’s leadership, Apple keeps churning out iconic products like  AirPods and is also successfully transitioning into a subscriber-based model.In terms of profitability and valuation, I see a total annual return easily in the double digits, with about 5% coming from owners’ earnings yield and 5% from organic growth.ThesisThere is a clear divergence of opinion regarding Apple (NASDAQ:AAPL) between Main Street opinions and Wall Street opinions. As you can see from the following chart, a total of 35 Seeking Alpha Authors wrote about AAPL in the Last 30 Days. Only 1 is recommending Strong Buy. In contrast, out of a total of 44 Wall Street analysts, 26 were recommending a strong buy. On the selling end, a total of 6 SA authors are either recommending sell or strong sell. While in contrast, only 1 Wall Street analyst is recommending selling and no one recommends strong selling.Source: Seeking Alpha dataUsually, I do not like to follow investment advice from Wall Street. Wall Street opinions are almost synonymous with herd thinking in many investors' minds, and for good reasons. However, in the case of AAPL under current conditions, I am going to do something that seems absurd. I am siding with Wall Street this time. Much of the financial, profitability, and valuation considerations have been detailed in our earlier articles.And today, I will focus the article to address an issue that was frequently mentioned in many of the bear arguments. The issue involves Tim Cook and the arguments more or less go like the following: yes, Tim Cook is a fantastic professional manager, but not an innovator. As a result, Apple under his reign is becoming less innovative, less adventurous, and more mediocre.And next, you will see why I disagree.Yes, Tim Cook is a fantastic professional managerThere is no need to argue about this at all. During Cook's tenure, Apple's market cap grew almost sevenfold to a staggering $2.3 trillion as of this writing, transforming AAPL from a tech company into a tech giant.More importantly and fundamentally, as an operation genius, Cook has reshaped the profitability drivers for AAPL and made it more sustainable. No matter how much you love and admire Steve Jobs (like I do), AAPL has been consistently on the verge of chaos under his regain. A simple DuPont analysis elucidates this fundamental shift as shown in the chart below. At the end of the Jobs era (2010 to 2012), AAPL's profitability, measured by ROCE (return on capital employed ), was an astronomical but unsustainable 443%. Since Cook took over, the ROCE has decreased by 88.4% in relative terms to 183% from 2019 to 2021. No one likes seeing a decrease in profitability, and the decrease here seemed so dramatic.However, if you dissect the decrease, you would see that out of the 88.4% decrease, 74% of it came from the decreased leverage, which is actually a good thing. Cook also stabilized and improved the asset utilization, which contributed a positive 6.4% to the ROCE. Then profit margin decrease contributed a negative 20.9% to the ROCE change largely due to intensified competition in the smartphone market.Source: author and Seeking Alpha data.But he is not making Apple any less innovativeIt is true that Steve Jobs, with Jony Ive behind him, delivered so many groundbreaking innovations and make Apple truly unique. It is not a tech company, but a luxury brand in my view. By the time Cook took over, innovation at the scale of creating an entirely new category like the iPhone or iPod has become much more difficult. As a matter of fact, managing AAPL's existing iconic products like the iPhone, Mac, and iPad already presents tremendous challenges. And I consider Cook's repositioning and streamlining of these existing products already a major innovation.Furthermore, Cook has also been quietly bringing out innovative products that are massively popular and profitable at the same time. The Apple Watch and AirPods are two notable examples. He successfully adjusted the positioning of the Apple Watch after the release of the first generation. And this year, he further subdivided Ultra, a sports watch for the professional field.The Airpods are an even more impressive demonstration of Cook's innovation capability and also his operation and marketing genius. From the appearance of AirPods to the release of the latest AirPods Pro 2, it has only been more than five years and there are only a few products in the AirPods series. But it has almost become a must-buy product for all iPhone users around the world. As a parent with a teenage kid, I have first-row seat to witness how the AirPods have become a life necessity for almost everyone in his school. Piper Sandler's data confirms the same trend: 72% of US teens own AirPods (and 87% own iPhones, 87% plan to buy one, and 30% own an Apple Watch).Source: ped30.comAll told, IDC estimates that AirPods sales reached about 120 million pairs in 2021, accounting for half of Apple's wearable device sales and becoming the fastest-growing product line in this part of the business. With the little AirPods, Tim Cook quietly created a new category (again, not as ground-shaking as the iPhone or iPad) valued at nearly $40 billion (to put it under perspective, it is equivalent to Xiaomi's market cap).And the genius of Cook is that, unlike the iPhone, the AirPods do not even update at high frequency and do need so many series. But it never fails to bring in beautiful sales data since its inception.Source: idc.comRisks and final thoughtsBesides Apple Watch and AirPods, under Cook's leadership, AAPL has also been successfully transitioning into a subscriber-based business model and away from a hardware-based model. Cook has been building an inseparable ecosystem to connect all Apple devices and bring users a more convenient and seamless Apple experience. I see this grand plan itself as a major innovation of Tim Cook. And I also see that it has been succeeding and with almost limitless potential. Under this grand plan, buying a Mac, or an iPhone is only the beginning of the continuous purchases of other AAPL products.Of course, there are definitely risks. Besides all the often-mentioned bearish arguments such as valuation, competition, currency headwinds, and global supply chain disruptions, I see two structural risks. The first one involves its large exposure to China, which is a key market that has been driving a good part of its growth so far. Key risks here include new lockdowns in China due to the COVID resurgence and the escalation of China-US trade tension. The second one involves a remote anti-trust risk with its expansion and dominance in several market segments.To conclude, I am siding with Wall Street's opinion on AAPL this time. My overall impression of its finances, profitability and valuation are summarized below (and detailed in our earlier article here).Its current price of ~$140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.In this article, I want to focus on a bearish argument surrounding Tim Cook. My thesis is to argue that he is only a fantastic professional manager but also an innovator too. The Apple Watch and especially the AirPods are good examples. The design of AirPods inherits the Apple spirit beautifully in my view. The easy-to-use features quickly made the public accept this new product with a premier price tag of around $200. And both the Apple Watch and AirPods have become a trend, an icon, and a culture just like the iPod and iPhone.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"content":"Yeah man, just like i do not follow* your advice, I suggest others don't either [Tongue][Tongue][Tongue]","text":"Yeah man, just like i do not follow* your advice, I suggest others don't either [Tongue][Tongue][Tongue]","html":"Yeah man, just like i do not follow* your advice, I suggest others don't either [Tongue][Tongue][Tongue]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980239801,"gmtCreate":1665733231503,"gmtModify":1676537657331,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"1\"></v-v>Let end the week with bull","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"1\"></v-v>Let end the week with bull","text":"$SPDR S&P 500 ETF Trust(SPY)$Let end the week with bull","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/9980239801","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"unfortunately red ... it tried to move above resistance but failed. Back to the same spot","text":"unfortunately red ... it tried to move above resistance but failed. Back to the same spot","html":"unfortunately red ... it tried to move above resistance but failed. Back to the same spot"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980397237,"gmtCreate":1665645351829,"gmtModify":1676537641917,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"1\"></v-v>About time to rebound a little&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"1\"></v-v>About time to rebound a little&nbsp;","text":"$SPDR S&P 500 ETF Trust(SPY)$About time to rebound a little","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":11,"repostSize":0,"link":"https://ttm.financial/post/9980397237","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"sadly i no buy last nite [Cry]","text":"sadly i no buy last nite [Cry]","html":"sadly i no buy last nite [Cry]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915760931,"gmtCreate":1665110152723,"gmtModify":1676537559243,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Last day of the week, u can do it","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Last day of the week, u can do it","text":"$Alibaba(BABA)$Last day of the week, u can do it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/9915760931","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"catch the economic data later at 830pm. remember bad news is good news [Grin] .. if good news , 🏃‍♂️ 🏃‍♂️ 🏃‍♂️","text":"catch the economic data later at 830pm. remember bad news is good news [Grin] .. if good news , 🏃‍♂️ 🏃‍♂️ 🏃‍♂️","html":"catch the economic data later at 830pm. remember bad news is good news [Grin] .. if good news , 🏃‍♂️ 🏃‍♂️ 🏃‍♂️"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915928388,"gmtCreate":1664938942344,"gmtModify":1676537532938,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Yes baba up moreup more&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Yes baba up moreup more&nbsp;","text":"$Alibaba(BABA)$Yes baba up moreup more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9915928388","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"To the Moon [Grin] [Cool]","text":"To the Moon [Grin] [Cool]","html":"To the Moon [Grin] [Cool]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912028583,"gmtCreate":1664711741343,"gmtModify":1676537497248,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Come on baba, u can&nbsp;do it&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Come on baba, u can&nbsp;do it&nbsp;","text":"$Alibaba(BABA)$Come on baba, u can do it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912028583","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912021551,"gmtCreate":1664711609774,"gmtModify":1676537497223,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Price too attractive, already bought some. Hope to see it goes up these 2 weeks","listText":"Price too attractive, already bought some. Hope to see it goes up these 2 weeks","text":"Price too attractive, already bought some. Hope to see it goes up these 2 weeks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9912021551","repostId":"1157459217","repostType":4,"repost":{"id":"1157459217","pubTimestamp":1664676789,"share":"https://www.laohu8.com/m/news/1157459217?lang=&edition=full","pubTime":"2022-10-02 10:13","market":"us","language":"en","title":"Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=1157459217","media":"TipRanks","summary":"Over the mid term,Alibaba’s share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected?","content":"<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds</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\">\nAlibaba Stock: Attractive Valuation Despite Mid-Term Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 10:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157459217","content_text":"Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected? J.P. Morgan’sAlex Yao has an idea. The analyst believes “sentiment-driven fund flow is the current key share price driver and revenue recovery is the key determinant of market sentiment.”That is a bit of problem, then. Because Yao expects weak China consumption in the September quarter (F2Q23) to impact the revenue outlook.Since late August, Covid has once again been a disruptive force in a host of cities across China, and as such, Yao expects “limited improvement” in Alibaba’s core-core CMR (customer-management revenue) compared to the June quarter.The analyst sees the September quarter’s CMR falling by 4% from the same period last year, hardly any better than the June quarter’s 5% drop. On account of “low visibility of consumer sentiment improvement” or any relaxion of the Covid policies, the decline will continue in the December quarter, albeit at a slower pace (Yao expects a 2% year-over-year decline vs. anticipation of a positive turn previously).In contrast, given Alibaba’s firm commitment to cost-cutting and efficiency-improving measures, Yao sees “potential upside to consensus bottom-line projections.”However, that might not have enough of a positive effect right now. “Alibaba’s weakening revenue outlook in the near term could continue to weigh on the share price despite an unchanged, or even potentially better, profit outlook,” the analyst said, before summing up, “Nonetheless, we believe Alibaba’s share price is attractive on a 12-month view on 1) profit growth recovery to 20%+ in FY2024, 2) current consensus FY2024 PE of only 9x.”To this end, Yao rates BABA shares an Overweight (i.e., Buy) along with a $135 price target. This figure leaves room for 12-month share appreciation of ~69%. Yao’s rating stays an Overweight (i.e., Buy).Overall, Wall Street takes a bullish stance on Alibaba shares. 17 Buys and 1 Sell issued over the previous three months, making the stock a Strong Buy. Meanwhile, the $149.06 average price target suggests ~86% upside from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9921486655,"gmtCreate":1671112481978,"gmtModify":1676538492261,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Don't catch the dropping parang toh especially when u can't see if it is near the bottom. My thought is gonna continue to free fall.&nbsp;Hmm I don't think will go lower than $90 though some said drop till $75.&nbsp;[Happy]&nbsp; Well don't understand what EM has got up in his brain, but he definitely need to tweet less.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>Don't catch the dropping parang toh especially when u can't see if it is near the bottom. My thought is gonna continue to free fall.&nbsp;Hmm I don't think will go lower than $90 though some said drop till $75.&nbsp;[Happy]&nbsp; Well don't understand what EM has got up in his brain, but he definitely need to tweet less.","text":"$Tesla Motors(TSLA)$ Don't catch the dropping parang toh especially when u can't see if it is near the bottom. My thought is gonna continue to free fall. Hmm I don't think will go lower than $90 though some said drop till $75. [Happy] Well don't understand what EM has got up in his brain, but he definitely need to tweet less.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":46,"commentSize":46,"repostSize":0,"link":"https://ttm.financial/post/9921486655","isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"hahha ... maybe he bought twitter just to catch the 19yr old boy that tracking him [LOL] [LOL] expensive game sia [Duh] ...","text":"hahha ... maybe he bought twitter just to catch the 19yr old boy that tracking him [LOL] [LOL] expensive game sia [Duh] ...","html":"hahha ... maybe he bought twitter just to catch the 19yr old boy that tracking him [LOL] [LOL] expensive game sia [Duh] ..."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351022842,"gmtCreate":1616547228986,"gmtModify":1704795469238,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"who needs like and comment today? ?","listText":"who needs like and comment today? ?","text":"who needs like and comment today? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":16,"repostSize":0,"link":"https://ttm.financial/post/351022842","repostId":"1101903714","repostType":4,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568042901804000","authorId":"3568042901804000","name":"beankim","avatar":"https://static.tigerbbs.com/7e86bf0ae7dd84473464d6af842304eb","crmLevel":6,"crmLevelSwitch":1},"content":"do u need anything?","text":"do u need anything?","html":"do u need anything?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350238703,"gmtCreate":1616209519502,"gmtModify":1704792203395,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"who needs like and comment today? ?","listText":"who needs like and comment today? ?","text":"who needs like and comment today? ?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":16,"commentSize":13,"repostSize":0,"link":"https://ttm.financial/post/350238703","repostId":"1106180509","repostType":4,"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574371072881465","authorId":"3574371072881465","name":"KarHingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"content":"Need help on Reply This comment hAha ?","text":"Need help on Reply This comment hAha ?","html":"Need help on Reply This comment hAha ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979029383,"gmtCreate":1685260645243,"gmtModify":1685260650888,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Of course,&nbsp;it is not possible for every quarter, but now is just the beginning. If you don't ride the wave, then when?&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp; Writer must have short like many others&nbsp;and is losing big time now&nbsp;[LOL]&nbsp;[LOL]&nbsp;[LOL]&nbsp;","listText":"Of course,&nbsp;it is not possible for every quarter, but now is just the beginning. If you don't ride the wave, then when?&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp; Writer must have short like many others&nbsp;and is losing big time now&nbsp;[LOL]&nbsp;[LOL]&nbsp;[LOL]&nbsp;","text":"Of course, it is not possible for every quarter, but now is just the beginning. If you don't ride the wave, then when? [Facepalm] [Facepalm] Writer must have short like many others and is losing big time now [LOL] [LOL] [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979029383","repostId":"2338634435","repostType":2,"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153673492,"gmtCreate":1625024461516,"gmtModify":1703850393408,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Important is it&nbsp;sustainable?&nbsp;Well,&nbsp;looks like it is","listText":"Important is it&nbsp;sustainable?&nbsp;Well,&nbsp;looks like it is","text":"Important is it sustainable? Well, looks like it is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/153673492","repostId":"1122418477","repostType":4,"repost":{"id":"1122418477","pubTimestamp":1625008161,"share":"https://www.laohu8.com/m/news/1122418477?lang=&edition=full","pubTime":"2021-06-30 07:09","market":"us","language":"en","title":"Tech stocks propel S&P 500, Nasdaq to fresh highs","url":"https://stock-news.laohu8.com/highlight/detail?id=1122418477","media":"CNBC","summary":"The S&P 500 notched another record high on Tuesday amid bullish economic data but retreated toward the flat line later in the session as Wall Street continued its recent period of low volatility.The broad market index ticked up less than 0.1% to 4,291.80, good enough for its fourth-straight record close. The Dow Jones Industrial Average finished with a gain of about 9 points after being up more than 100 points earlier in the session, closing at 34,292.29. The tech-heavy Nasdaq Composite added ab","content":"<div>\n<p>The S&P 500 notched another record high on Tuesday amid bullish economic data but retreated toward the flat line later in the session as Wall Street continued its recent period of low volatility.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech stocks propel S&P 500, Nasdaq to fresh 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\">\nTech stocks propel S&P 500, Nasdaq to fresh highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/28/stock-market-futures-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 notched another record high on Tuesday amid bullish economic data but retreated toward the flat line later in the session as Wall Street continued its recent period of low volatility.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/28/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SWKS":"思佳讯","AMD":"美国超微公司"},"source_url":"https://www.cnbc.com/2021/06/28/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1122418477","content_text":"The S&P 500 notched another record high on Tuesday amid bullish economic data but retreated toward the flat line later in the session as Wall Street continued its recent period of low volatility.\nThe broad market index ticked up less than 0.1% to 4,291.80, good enough for its fourth-straight record close. The Dow Jones Industrial Average finished with a gain of about 9 points after being up more than 100 points earlier in the session, closing at 34,292.29. The tech-heavy Nasdaq Composite added about 0.2% for its own record of 14,528.33.\nHomebuilder stocks moved higher after S&P Case-Shiller saidhome prices rose more than 14% in Aprilcompared to the prior year. Five U.S. cities, including Seattle, saw their largest annual increase on record. Shares of PulteGroup rose 2%.\nSemiconductor stocks gained strength later in the session, with Skyworks and Advanced Micro Devices climbing 4.5% and 2.8%, respectively. General Electric boosted the industrials sector, rising over 1% afterGoldman Sachs named the stock a top idea.\nThe market has churned out a series of record highs in recent weeks, but the gains have been relatively modest and some strategists have pointed to weak market breadth, measured by the performance of the average stock and the number of individual names making new highs, as a potential area of concern.\nOn Tuesday, there were slightly more declining stocks in the S&P 500 than those that rose during the session.\nHowever, the diminished breadth and volatility could simply be a natural pause during the summer months ahead of the busy earnings season in July, said Bill McMahon, the chief investment officer for active equity strategies at Charles Schwab Investment Management.\n\"I think people are in a little bit of a wait-and-see mode, so it's not surprising to see volatility decline and breadth worsen a tad,\" McMahon said, adding that concern about the spreading Delta variant of Covid-19 could also be weighing on stocks.\nShares of Morgan Stanley jumped more than 3% after the bank said it willdouble its quarterly dividend. The bank also announced a $12 billion stock buyback program. The announcement follows last week's stress tests by the Federal Reserve, which all 23 major banks passed. However, some other bank stocks gave up early gains and weighed on the broader indexes despite increasing their own payout plans.\nThe Conference Board's consumer confidence reading for June came in higher than expected, adding to the bullish readings about the economic recovery.\nWith the market entering the final trading days of June and the second quarter, the S&P 500 is on track to register its fifth straight month of gains. The Nasdaq is pacing for its seventh positive month in the last eight. The Dow, however, is in the red for the month, and on track to snap a four-month winning streak.\nSo far in 2021, the S&P 500 has added 14%, while the Nasdaq has added more than 12% with the Dow close behind.\nJPMorgan quantitative strategist Dubravkos Lakos-Bujas said on CNBC's \"Squawk Box\" that the market appeared to have near-term upside.\n\"The growth policy backdrop in our opinion still remains supportive for risk assets in general, certainly including equities. At the same time, the positioning is not really stretched to where we are in a problematic territory. So we do think there is still a runway. ... The summer period, the next two months, is where I think the market continues to break out,\" the strategist said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"content":"There are still rooms to go up in my opinion ?","text":"There are still rooms to go up in my opinion ?","html":"There are still rooms to go up in my opinion ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897649354,"gmtCreate":1628916023878,"gmtModify":1676529893260,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"A transaction consist of sell and buy.&nbsp;When&nbsp;you are the one&nbsp;selling out of fear, think…. Who are those accumulating?So before you let your&nbsp;fear run over you, think again… will <a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>continue tostay profitable?","listText":"A transaction consist of sell and buy.&nbsp;When&nbsp;you are the one&nbsp;selling out of fear, think…. Who are those accumulating?So before you let your&nbsp;fear run over you, think again… will <a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>continue tostay profitable?","text":"A transaction consist of sell and buy. When you are the one selling out of fear, think…. Who are those accumulating?So before you let your fear run over you, think again… will $Alibaba(BABA)$continue tostay profitable?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/897649354","repostId":"1173847412","repostType":4,"repost":{"id":"1173847412","pubTimestamp":1628905097,"share":"https://www.laohu8.com/m/news/1173847412?lang=&edition=full","pubTime":"2021-08-14 09:38","market":"us","language":"en","title":"If you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money","url":"https://stock-news.laohu8.com/highlight/detail?id=1173847412","media":"MarketWatch","summary":"Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others. The stock market is near all-time highs, but train-wreck season lies just around the corner.I say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.The smart money signal: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insid","content":"<p>Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a750143fbfb2e7d732bb3dcc80114d61\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>(Photo by Chung Sung-Jun/Getty Images)</span></p>\n<p>The stock market is near all-time highs, but train-wreck season lies just around the corner.</p>\n<p>Should you sell? After all, the S&amp;P 500,Nasdaq&nbsp;and Dow Jones Industrial Average&nbsp;often hit a rough patch in September and October.</p>\n<p>I say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.</p>\n<p>1. There’s no guarantee that the seasonal weakness will repeat. Besides, the ability to time market turns is tough.</p>\n<p>2. Fears about the delta variant of Covid are overblown. More people are getting vaccinated, and most of them won’t suffer severe symptoms if infected, say market strategists at T. Rowe Price.</p>\n<p>3. There’s a lot of embedded demand in the economy and it will sustain growth, says Leuthold Group strategist Jim Paulsen.</p>\n<p>On the consumer front (most of the economy): Personal savings at a record high, durable goods purchases are near a 50-year low, and new household formation is at a record high. People buy stuff to fill new homes. Next, the economy has plenty of room to grow given the elevated jobless rate and big excess lending capacity at banks.</p>\n<p><b>Five smart money stocks</b></p>\n<p>At my stock letter Brush Up on Stocks, I favor stocks that corporate insiders like. But not just&nbsp;<i>any</i>&nbsp;insiders. I go for stocks picked up by insiders with&nbsp;<i>great</i>&nbsp;records. Here are two, trading near where insiders just bought.</p>\n<p><b>Activision Blizzard</b></p>\n<p>This is the company behind the most popular and addictive online games — like Call of Duty, World of Warcraft, Diablo, Overwatch and Candy Crush.<b>Activision Blizzard</b>&nbsp;makes money via game sales and subscriptions, by selling in-game content and ads. It has around 408 million regular users.</p>\n<p>Besides winning over new fans, the company regularly launches new games and expands existing franchises — most recently with World of Warcraft: The Burning Crusade, in June. This addition marks “the start of what is intended to be a very significant 18-month period for content releases,” says the company. Sales grew 19% to $2.30 billion in the second quarter, and operating margins are rich at 42%.</p>\n<p>One risk is that fallout from allegations of sexual misconduct and&nbsp;a related lawsuit by the California Department of Fair Employment and Housing will “make it difficult for the firm to attract and retain top talent in a very competitive industry,” says&nbsp;Morningstar analyst Neil Macker.</p>\n<p><b>The smart money signal</b>: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insider to follow because he bought $4.3 million in March 2019 at $43 and the stock is now almost a double. Also, in my system of insider analysis, repeat buying on strength (as opposed to profit taking) is bullish. He also bought at $3.70 back in 2004.</p>\n<p><b>B. Riley Financial</b></p>\n<p>I introduced this name in my stock letter in March 2018 at $20 and reiterated it over a dozen times into strength after that. It now trades for over $65. Despite the hefty gains, I think&nbsp;<b>B. Riley Financia</b>&nbsp;is still a hold, and a buy for anyone who does not own.</p>\n<p>This is a Los Angeles-based investment bank that also manages money and does stock research. It specializes in small- and mid-cap stocks. B. Riley Financial is a good proxy for the overall market and the U.S. economy, given its banking and market-related businesses. This will be a plus, as economic growth holds up. It also continues to expand via acquisitions.&nbsp;Revenue grew 26% in the second quarter to $336.8 million, in part because of an acquisition. It pays a 2.9% dividend yield.</p>\n<p><b>The smart money signal</b>: CEO Bryant Riley purchased $3.4 million worth of stock at $63 to $68 in early June and August. He has a long record of buying over $22 million worth of stock in the $8 to $48 range since 2014, including $6.6 million in purchases near the start of this year at $46 to $48.71 (already up over 40%).</p>\n<p><b>Alibaba Group</b></p>\n<p>If you like to buy quality companies whose stocks are beaten down by a host of problems, then Chinese consumer platform&nbsp;<b>Alibaba Group</b>&nbsp;may be for you.</p>\n<p>Its shares are down 40% since October because of rising U.S.-China tensions, some weakness in its core consumer business, the possible loss of tax breaks in China, and allegations of sexual assault inside the company.</p>\n<p>These are serious issues, but this is also a company with serious potential. Over one billion consumers use its marketplaces, including 891 million in China and 240 million abroad. Organic sales growth is 32%. It’s in the early stages of rolling out its AliCloud cloud computing business, which could be the next big growth driver.</p>\n<p><b>The smart money signal</b>: This company is singled out by Albert Meyer of Bastiat Capital, which has posted 22% annualized growth over the past five years compared to 17.7% for the S&amp;P 500.</p>\n<p><b>An attractive spinoff</b></p>\n<p>One tactic that works fairly consistently in investing is buying spinoffs. Companies don’t like to burn shareholders, so they tend to do spinoffs at a discount, as a kind of “gift.” Money managers who get spun-off shares often dump them anyway, because the new company does not fit their mandate.</p>\n<p>A good spinoff to consider right now is&nbsp;<b>Organon</b>,a mid-size pharma company. It was jettisoned from Merck&nbsp;in May. Organon just bounced 12% on Aug. 12 after it posted a solid quarter, but it still trades below the spinoff price of around $38. At this level, the stock looks attractively cheap, trading near five times 2021 earnings.</p>\n<p>Of course, Organon is cheap because it has issues. The chief one is the looming patent cliff on many of its products. Its Nexplanon birth control rolls off patent during 2025-2027, and that’s 11% of sales.</p>\n<p>But this might not be such a threat. “There is a strong possibility that it can extend its patent to as late as 2030,” says Bruce Kaser, a value investor who is the editor of the Cabot Turnaround Letter. Nexplanon is a rod implanted under the skin, so women may be reluctant to go with a discount version. Another problem: Organon sells into China, where the government is cutting the prices of its products. But the worst of the damage may be over.</p>\n<p>On the upside, Organon plans to regularly launch new products. And the company has $1.3 billion in annual free cash flow supporting a dividend yield of 3.3%.</p>\n<p><b>The smart money signal</b>: Organon was recently suggested in the Cabot Turnaround Letter, which has a good record. Its portfolio is up 135.8% in the past 12 months, compared with 36.5% for S&amp;P 500.</p>\n<p><b>An education play</b></p>\n<p>If universities have allowed their participation in the culture wars to distract them from the core mission of basic education,<b>Chegg</b>&nbsp;is there to pick up the slack.</p>\n<p>This online education company helps college and high school students master their math and writing skills. The company also helps students save on expensive text books by offering rentals and e-textbook versions.</p>\n<p>While online education has a black eye, Chegg is the exception. Last year student subscriptions jumped 67% to 6.6 million from a year earlier. Sales grew 30% in the quarter, and the company guided to 28% sales growth for this year, to $805 million to $815 million.</p>\n<p>“Online learning had a bad reputation for overcharging, while success rates were minimal,” says money manager Kevin Landis. “But Chegg is different.”</p>\n<p>He likes the robust growth in the U.S. and the big potential for international growth, particularly in Asia.</p>\n<p><b>The smart money signal</b>: Landis’ Firsthand Technology Opportunities&nbsp;beats its Morningstar technology fund category by eight percentage points annualized over the past five years. Chegg is the second-largest position, at 8% of the portfolio. Chegg is the sixth-biggest holding of the Alger Weatherbie Specialized Growth Fund,which beats its mid-cap growth category by 5.7 percentage points annualized over the past five years.</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>If you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money</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\">\nIf you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others\n(Photo by Chung Sung-Jun/Getty Images)\nThe stock market is near all-time highs, ...</p>\n\n<a href=\"https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?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":{"ATVI":"动视暴雪","RILY":"B. Riley Financial, Inc.","OGN":"Organon & Co","BABA":"阿里巴巴","CHGG":"Chegg Inc"},"source_url":"https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173847412","content_text":"Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others\n(Photo by Chung Sung-Jun/Getty Images)\nThe stock market is near all-time highs, but train-wreck season lies just around the corner.\nShould you sell? After all, the S&P 500,Nasdaq and Dow Jones Industrial Average often hit a rough patch in September and October.\nI say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.\n1. There’s no guarantee that the seasonal weakness will repeat. Besides, the ability to time market turns is tough.\n2. Fears about the delta variant of Covid are overblown. More people are getting vaccinated, and most of them won’t suffer severe symptoms if infected, say market strategists at T. Rowe Price.\n3. There’s a lot of embedded demand in the economy and it will sustain growth, says Leuthold Group strategist Jim Paulsen.\nOn the consumer front (most of the economy): Personal savings at a record high, durable goods purchases are near a 50-year low, and new household formation is at a record high. People buy stuff to fill new homes. Next, the economy has plenty of room to grow given the elevated jobless rate and big excess lending capacity at banks.\nFive smart money stocks\nAt my stock letter Brush Up on Stocks, I favor stocks that corporate insiders like. But not just any insiders. I go for stocks picked up by insiders with great records. Here are two, trading near where insiders just bought.\nActivision Blizzard\nThis is the company behind the most popular and addictive online games — like Call of Duty, World of Warcraft, Diablo, Overwatch and Candy Crush.Activision Blizzard makes money via game sales and subscriptions, by selling in-game content and ads. It has around 408 million regular users.\nBesides winning over new fans, the company regularly launches new games and expands existing franchises — most recently with World of Warcraft: The Burning Crusade, in June. This addition marks “the start of what is intended to be a very significant 18-month period for content releases,” says the company. Sales grew 19% to $2.30 billion in the second quarter, and operating margins are rich at 42%.\nOne risk is that fallout from allegations of sexual misconduct and a related lawsuit by the California Department of Fair Employment and Housing will “make it difficult for the firm to attract and retain top talent in a very competitive industry,” says Morningstar analyst Neil Macker.\nThe smart money signal: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insider to follow because he bought $4.3 million in March 2019 at $43 and the stock is now almost a double. Also, in my system of insider analysis, repeat buying on strength (as opposed to profit taking) is bullish. He also bought at $3.70 back in 2004.\nB. Riley Financial\nI introduced this name in my stock letter in March 2018 at $20 and reiterated it over a dozen times into strength after that. It now trades for over $65. Despite the hefty gains, I think B. Riley Financia is still a hold, and a buy for anyone who does not own.\nThis is a Los Angeles-based investment bank that also manages money and does stock research. It specializes in small- and mid-cap stocks. B. Riley Financial is a good proxy for the overall market and the U.S. economy, given its banking and market-related businesses. This will be a plus, as economic growth holds up. It also continues to expand via acquisitions. Revenue grew 26% in the second quarter to $336.8 million, in part because of an acquisition. It pays a 2.9% dividend yield.\nThe smart money signal: CEO Bryant Riley purchased $3.4 million worth of stock at $63 to $68 in early June and August. He has a long record of buying over $22 million worth of stock in the $8 to $48 range since 2014, including $6.6 million in purchases near the start of this year at $46 to $48.71 (already up over 40%).\nAlibaba Group\nIf you like to buy quality companies whose stocks are beaten down by a host of problems, then Chinese consumer platform Alibaba Group may be for you.\nIts shares are down 40% since October because of rising U.S.-China tensions, some weakness in its core consumer business, the possible loss of tax breaks in China, and allegations of sexual assault inside the company.\nThese are serious issues, but this is also a company with serious potential. Over one billion consumers use its marketplaces, including 891 million in China and 240 million abroad. Organic sales growth is 32%. It’s in the early stages of rolling out its AliCloud cloud computing business, which could be the next big growth driver.\nThe smart money signal: This company is singled out by Albert Meyer of Bastiat Capital, which has posted 22% annualized growth over the past five years compared to 17.7% for the S&P 500.\nAn attractive spinoff\nOne tactic that works fairly consistently in investing is buying spinoffs. Companies don’t like to burn shareholders, so they tend to do spinoffs at a discount, as a kind of “gift.” Money managers who get spun-off shares often dump them anyway, because the new company does not fit their mandate.\nA good spinoff to consider right now is Organon,a mid-size pharma company. It was jettisoned from Merck in May. Organon just bounced 12% on Aug. 12 after it posted a solid quarter, but it still trades below the spinoff price of around $38. At this level, the stock looks attractively cheap, trading near five times 2021 earnings.\nOf course, Organon is cheap because it has issues. The chief one is the looming patent cliff on many of its products. Its Nexplanon birth control rolls off patent during 2025-2027, and that’s 11% of sales.\nBut this might not be such a threat. “There is a strong possibility that it can extend its patent to as late as 2030,” says Bruce Kaser, a value investor who is the editor of the Cabot Turnaround Letter. Nexplanon is a rod implanted under the skin, so women may be reluctant to go with a discount version. Another problem: Organon sells into China, where the government is cutting the prices of its products. But the worst of the damage may be over.\nOn the upside, Organon plans to regularly launch new products. And the company has $1.3 billion in annual free cash flow supporting a dividend yield of 3.3%.\nThe smart money signal: Organon was recently suggested in the Cabot Turnaround Letter, which has a good record. Its portfolio is up 135.8% in the past 12 months, compared with 36.5% for S&P 500.\nAn education play\nIf universities have allowed their participation in the culture wars to distract them from the core mission of basic education,Chegg is there to pick up the slack.\nThis online education company helps college and high school students master their math and writing skills. The company also helps students save on expensive text books by offering rentals and e-textbook versions.\nWhile online education has a black eye, Chegg is the exception. Last year student subscriptions jumped 67% to 6.6 million from a year earlier. Sales grew 30% in the quarter, and the company guided to 28% sales growth for this year, to $805 million to $815 million.\n“Online learning had a bad reputation for overcharging, while success rates were minimal,” says money manager Kevin Landis. “But Chegg is different.”\nHe likes the robust growth in the U.S. and the big potential for international growth, particularly in Asia.\nThe smart money signal: Landis’ Firsthand Technology Opportunities beats its Morningstar technology fund category by eight percentage points annualized over the past five years. Chegg is the second-largest position, at 8% of the portfolio. Chegg is the sixth-biggest holding of the Alger Weatherbie Specialized Growth Fund,which beats its mid-cap growth category by 5.7 percentage points annualized over the past five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000211","authorId":"9000000000000211","name":"咪咕蜡","avatar":"https://static.tigerbbs.com/075bc3e15bde527a282c42a96ff35a51","crmLevel":1,"crmLevelSwitch":0},"content":"Rational people will not reduce their holdings of Ali unless they are short-term players","text":"Rational people will not reduce their holdings of Ali unless they are short-term players","html":"Rational people will not reduce their holdings of Ali unless they are short-term players"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980397237,"gmtCreate":1665645351829,"gmtModify":1676537641917,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"1\"></v-v>About time to rebound a little&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"1\"></v-v>About time to rebound a little&nbsp;","text":"$SPDR S&P 500 ETF Trust(SPY)$About time to rebound a little","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":11,"repostSize":0,"link":"https://ttm.financial/post/9980397237","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"sadly i no buy last nite [Cry]","text":"sadly i no buy last nite [Cry]","html":"sadly i no buy last nite [Cry]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912021551,"gmtCreate":1664711609774,"gmtModify":1676537497223,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Price too attractive, already bought some. Hope to see it goes up these 2 weeks","listText":"Price too attractive, already bought some. Hope to see it goes up these 2 weeks","text":"Price too attractive, already bought some. Hope to see it goes up these 2 weeks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9912021551","repostId":"1157459217","repostType":4,"repost":{"id":"1157459217","pubTimestamp":1664676789,"share":"https://www.laohu8.com/m/news/1157459217?lang=&edition=full","pubTime":"2022-10-02 10:13","market":"us","language":"en","title":"Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=1157459217","media":"TipRanks","summary":"Over the mid term,Alibaba’s share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected?","content":"<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds</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 Stock: Attractive Valuation Despite Mid-Term Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 10:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157459217","content_text":"Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected? J.P. Morgan’sAlex Yao has an idea. The analyst believes “sentiment-driven fund flow is the current key share price driver and revenue recovery is the key determinant of market sentiment.”That is a bit of problem, then. Because Yao expects weak China consumption in the September quarter (F2Q23) to impact the revenue outlook.Since late August, Covid has once again been a disruptive force in a host of cities across China, and as such, Yao expects “limited improvement” in Alibaba’s core-core CMR (customer-management revenue) compared to the June quarter.The analyst sees the September quarter’s CMR falling by 4% from the same period last year, hardly any better than the June quarter’s 5% drop. On account of “low visibility of consumer sentiment improvement” or any relaxion of the Covid policies, the decline will continue in the December quarter, albeit at a slower pace (Yao expects a 2% year-over-year decline vs. anticipation of a positive turn previously).In contrast, given Alibaba’s firm commitment to cost-cutting and efficiency-improving measures, Yao sees “potential upside to consensus bottom-line projections.”However, that might not have enough of a positive effect right now. “Alibaba’s weakening revenue outlook in the near term could continue to weigh on the share price despite an unchanged, or even potentially better, profit outlook,” the analyst said, before summing up, “Nonetheless, we believe Alibaba’s share price is attractive on a 12-month view on 1) profit growth recovery to 20%+ in FY2024, 2) current consensus FY2024 PE of only 9x.”To this end, Yao rates BABA shares an Overweight (i.e., Buy) along with a $135 price target. This figure leaves room for 12-month share appreciation of ~69%. Yao’s rating stays an Overweight (i.e., Buy).Overall, Wall Street takes a bullish stance on Alibaba shares. 17 Buys and 1 Sell issued over the previous three months, making the stock a Strong Buy. Meanwhile, the $149.06 average price target suggests ~86% upside from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320704001,"gmtCreate":1615173938903,"gmtModify":1704779102730,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"who needs like and comment today? ?","listText":"who needs like and comment today? ?","text":"who needs like and comment today? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/320704001","repostId":"1171938400","repostType":4,"repost":{"id":"1171938400","pubTimestamp":1615173896,"share":"https://www.laohu8.com/m/news/1171938400?lang=&edition=full","pubTime":"2021-03-08 11:24","market":"us","language":"en","title":"Tesla To Unveil Updated Cybertruck In Coming Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1171938400","media":"Benzinga","summary":"Tesla Inc CEO Elon Musk said over the weekend that an updated version of the upcoming Cybertruck wil","content":"<p><b>Tesla Inc</b>&nbsp;CEO Elon Musk said over the weekend that an updated version of the upcoming Cybertruck will be unveiled in the next quarter.</p>\n<p><b>What Happened:</b>&nbsp;The entrepreneur teased the reveal of the electric pickup in a tweet.</p>\n<p><img src=\"https://static.tigerbbs.com/cdc67547cd3e89af17d86fdf9dde6010\" tg-width=\"682\" tg-height=\"127\"></p>\n<p>Musk said the present focus has to be on building the Gigafactory in Texas where the vehicle will be built.</p>\n<p><b>Why It Matters:</b>&nbsp;In October last year, Musk had said that theCybertruckwas going to be “better than what we showed.”</p>\n<p>The highly anticipated vehicle wasfirst unveiledin November 2019 and was put up for sale on the Tesla website for $39,900 without added incentives.</p>\n<p>In May last year, Musk went on adrive with comedian Jay Lenoand at the time Musk had said about the vehicle they drove that it was “pretty close” to the final version, but the proportions needed to be 5% smaller to fit in a standard garage.</p>\n<p><b>Price Action:</b>&nbsp;Tesla shares closed nearly 3.8% lower at $597.95 on Friday and fell 0.28% in the after-hours trading.</p>","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>Tesla To Unveil Updated Cybertruck In Coming 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\">\nTesla To Unveil Updated Cybertruck In Coming Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc CEO Elon Musk said over the weekend that an updated version of the upcoming Cybertruck will be unveiled in the next quarter.\nWhat Happened: The entrepreneur teased the reveal of the electric...</p>\n\n<a href=\"https://www.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter\">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.benzinga.com/news/21/03/20048242/tesla-to-unveil-updated-cybertruck-in-the-next-quarter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171938400","content_text":"Tesla Inc CEO Elon Musk said over the weekend that an updated version of the upcoming Cybertruck will be unveiled in the next quarter.\nWhat Happened: The entrepreneur teased the reveal of the electric pickup in a tweet.\n\nMusk said the present focus has to be on building the Gigafactory in Texas where the vehicle will be built.\nWhy It Matters: In October last year, Musk had said that theCybertruckwas going to be “better than what we showed.”\nThe highly anticipated vehicle wasfirst unveiledin November 2019 and was put up for sale on the Tesla website for $39,900 without added incentives.\nIn May last year, Musk went on adrive with comedian Jay Lenoand at the time Musk had said about the vehicle they drove that it was “pretty close” to the final version, but the proportions needed to be 5% smaller to fit in a standard garage.\nPrice Action: Tesla shares closed nearly 3.8% lower at $597.95 on Friday and fell 0.28% in the after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921536827,"gmtCreate":1671084752570,"gmtModify":1676538487627,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4107063207857540\">@LuckyPiggie&nbsp;</a>this lagi best...&nbsp;Buy $75[Happy]&nbsp;[LOL]&nbsp;[Happy]&nbsp; Writer must have short Telsa big time&nbsp;[Happy]&nbsp;[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/U/4107063207857540\">@LuckyPiggie&nbsp;</a>this lagi best...&nbsp;Buy $75[Happy]&nbsp;[LOL]&nbsp;[Happy]&nbsp; Writer must have short Telsa big time&nbsp;[Happy]&nbsp;[Happy]&nbsp;","text":"@LuckyPiggie this lagi best... Buy $75[Happy] [LOL] [Happy] Writer must have short Telsa big time [Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/9921536827","repostId":"2291571778","repostType":2,"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"haha 75 was back 2 yrs ago .. if he bought at that time , of course can talk big . [LOL] .. so another 50% down is quite possible as some said.","text":"haha 75 was back 2 yrs ago .. if he bought at that time , of course can talk big . [LOL] .. so another 50% down is quite possible as some said.","html":"haha 75 was back 2 yrs ago .. if he bought at that time , of course can talk big . [LOL] .. so another 50% down is quite possible as some said."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104627908,"gmtCreate":1620387353704,"gmtModify":1704342926517,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"just another weirdly written summary ??","listText":"just another weirdly written summary ??","text":"just another weirdly written summary ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/104627908","repostId":"1157328258","repostType":4,"repost":{"id":"1157328258","pubTimestamp":1620360165,"share":"https://www.laohu8.com/m/news/1157328258?lang=&edition=full","pubTime":"2021-05-07 12:02","market":"us","language":"en","title":"Amazon: The Most Clearly Undervalued Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1157328258","media":"Seeking alpha","summary":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entere","content":"<p>Summary</p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul><p>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p>#1 Price vs. Growth</p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p>#2 Comparative Valuation</p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p>#3 Discounted Cash Flow Model</p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p>Some explanations:</p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul><p>Here is the model itself:</p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><i>Source: Author</i></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p>Final thoughts</p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol>","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: The Most Clearly Undervalued Company</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\">\nAmazon: The Most Clearly Undervalued Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company><strong>Seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-...</p>\n\n<a href=\"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company\">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"},"source_url":"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157328258","content_text":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.#1 Price vs. GrowthFirst of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:Source: VisualizedAnalytics.comThe 'Third-Party Seller Services' segment - the exponential growth continues:Source: VisualizedAnalytics.comThe 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:Source: VisualizedAnalytics.comThe 'Other' (advertising services) segment has also showed a significant acceleration:Source: VisualizedAnalytics.comThe growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:Source: VisualizedAnalytics.comGeographically, Amazon's revenue was also significantly better than the trend:Source: VisualizedAnalytics.comSo, statistically, not subjectively, we should recognize the acceleration of the company's growthin all key segments. In my opinion, this is exactly what is expected from Amazon.Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:Source: VisualizedAnalytics.comThere is also a certain influence of the company's revenue growth rate on its multiples:Source: VisualizedAnalytics.comBased on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:Source: VisualizedAnalytics.comAs you can see, firstly, this model indicates that the company's current price is alreadybelow the balanced level. And secondly, it assumes a25% growthin capitalization in the next four quarters.#2 Comparative ValuationIn the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:Source: VisualizedAnalytics.comAs you can see, judging by this multiple, Amazon is significantly undervalued.#3 Discounted Cash Flow ModelWhen predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:Source: Seeking Alpha ProWhen predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.Here is the calculation of the Weighted Average Cost of Capital:Source: AuthorSome explanations:In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.Here is the model itself:(In high resolution)Source: AuthorThe DCF-based target price of Amazon's shares is $4,280, offering 29% upside.Final thoughtsAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company isundervalued.Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company ismuch cheaperthan the market.DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,it is better to invest in a company facing growth problems than aging problems.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578446470950082","authorId":"3578446470950082","name":"DukeAlan","avatar":"https://static.tigerbbs.com/5d8e6962022e3365333d669221455dd6","crmLevel":3,"crmLevelSwitch":0},"content":"have not seen you posting stuff for awhile.","text":"have not seen you posting stuff for awhile.","html":"have not seen you posting stuff for awhile."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980239801,"gmtCreate":1665733231503,"gmtModify":1676537657331,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"1\"></v-v>Let end the week with bull","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"1\"></v-v>Let end the week with bull","text":"$SPDR S&P 500 ETF Trust(SPY)$Let end the week with bull","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/9980239801","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"unfortunately red ... it tried to move above resistance but failed. Back to the same spot","text":"unfortunately red ... it tried to move above resistance but failed. Back to the same spot","html":"unfortunately red ... it tried to move above resistance but failed. Back to the same spot"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915760931,"gmtCreate":1665110152723,"gmtModify":1676537559243,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Last day of the week, u can do it","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>Last day of the week, u can do it","text":"$Alibaba(BABA)$Last day of the week, u can do it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/9915760931","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"catch the economic data later at 830pm. remember bad news is good news [Grin] .. if good news , 🏃‍♂️ 🏃‍♂️ 🏃‍♂️","text":"catch the economic data later at 830pm. remember bad news is good news [Grin] .. if good news , 🏃‍♂️ 🏃‍♂️ 🏃‍♂️","html":"catch the economic data later at 830pm. remember bad news is good news [Grin] .. if good news , 🏃‍♂️ 🏃‍♂️ 🏃‍♂️"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995558698,"gmtCreate":1661485617316,"gmtModify":1676536528940,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Let me know if you need help to like and comment cheers&nbsp;","listText":"Let me know if you need help to like and comment cheers&nbsp;","text":"Let me know if you need help to like and comment cheers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/9995558698","repostId":"2262012959","repostType":4,"repost":{"id":"2262012959","pubTimestamp":1661482172,"share":"https://www.laohu8.com/m/news/2262012959?lang=&edition=full","pubTime":"2022-08-26 10:49","market":"us","language":"en","title":"Is Amazon Stock Still a Buy After Shutting Down Its Healthcare Service?","url":"https://stock-news.laohu8.com/highlight/detail?id=2262012959","media":"Motley Fool","summary":"Amazon Care's days are numbered.","content":"<html><head></head><body><p>In his 2018 letter to shareholders, <b>Amazon</b> founder and then CEO Jeff Bezos explained why taking bold risks would remain a vital component of the e-commerce titan&#39;s growth strategy.</p><p>&#34;If the size of your failures isn&#39;t growing, you&#39;re not going to be inventing at a size that can actually move the needle,&#34; Bezos said. &#34;Amazon will be experimenting at the right scale for a company of our size if we occasionally have multibillion-dollar failures.&#34;</p><p>Bezos&#39; hand-picked successor, Andy Jassy, has embraced this spirit of risk-taking. But Jassy and his lieutenants have also been quick to recognize failure.</p><p>Amazon Health Services senior vice president Neil Lindsay acknowledged Amazon&#39;s latest misstep in a memo to the division&#39;s employees on Wednesday.  Lindsay said the company will shutter Amazon Care, its urgent and primary care service, on Dec. 31.</p><p>It&#39;s not clear if Amazon&#39;s losses on its latest healthcare experiment will reach into the billions of dollars, but Amazon Care was certainly a major initiative for the company. Amazon Care debuted in 2019 as a service for Amazon&#39;s own employees. Its telehealth offerings and in-home care options from traveling nurses became popular, prompting Amazon to offer the service to other companies.</p><p>The initiative appeared to be progressing. Amazon landed some marquee customers, such as upscale hotel chain <b>Hilton Worldwide Holdings</b>. In February, Amazon announced its plans to roll out Amazon Care nationwide.</p><p>Yet cracks began to surface. Earlier this month, the <i>Washington Post</i> reported that Amazon&#39;s obsession with customer satisfaction and efficiency was making it difficult for it to follow medical best practices proposed by healthcare professionals. <i>The</i> <i>Washington Post </i>also noted that a shortage of nurses was further crimping Amazon&#39;s expansion plans.</p><p>Still, Lindsay&#39;s memo came as a surprise. Jassy highlighted Amazon Care as an example of &#34;iterative innovation&#34; in his letter to shareholders in April. In July, Amazon struck a deal to acquire primary care chain <b>One Medical</b> for roughly $3.9 billion, further signaling the company&#39;s growing healthcare ambitions. Amazon is also reportedly attempting to acquire home health services provider <b>Signify Health</b>, according to <i>The</i> <i>Wall Street Journal</i>.</p><p>It now appears that Amazon is planning to use acquisitions to alter course, rather than beef up its Amazon Care offerings.</p><p>&#34;We&#39;ve gathered and listened to extensive feedback from our enterprise customers and their employees, and evolved the service to continuously improve the experience for customers,&#34; Lindsay said. &#34;However, despite these efforts, we&#39;ve determined that Amazon Care isn&#39;t the right long-term solution for our enterprise customers.&#34;</p><p>Yet Amazon Care&#39;s setbacks will not result in a total loss. Like it&#39;s done many times in the past, Amazon will apply the lessons from its Amazon Care experiment to its future healthcare endeavors.</p><p>&#34;As we take our learnings from Amazon Care, we will continue to invent, learn from our customers and industry partners, and hold ourselves to the highest standards as we further help reimagine the future of healthcare,&#34; Lindsay said.</p><h2>So, is Amazon stock still a buy?</h2><p>Although Amazon Care&#39;s failure is disappointing, there&#39;s no reason to panic. Amazon derives most of its sales from its e-commerce operations and most of its profits from its cloud computing division. Healthcare is an intriguing opportunity, but it&#39;s not central to Amazon&#39;s business.</p><p>Thus, there&#39;s no need for investors to rush to sell Amazon&#39;s stock. If you thought Amazon&#39;s stock was a buy before this Amazon Care news broke, there&#39;s little reason to alter your bullish view of the e-commerce and cloud computing titan.</p><p>Moreover, shutting down Amazon Care could make it easier for Amazon to gain regulatory approval for its pending acquisition of One Medical. Amazon likely views One Medical&#39;s convenient primary care model as a superior approach with a greater likelihood of long-term success. Amazon could thus be taking one step backward to take two steps forward with its healthcare ambitions.</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>Is Amazon Stock Still a Buy After Shutting Down Its Healthcare Service?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon Stock Still a Buy After Shutting Down Its Healthcare Service?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/25/is-amazon-stock-a-buy-shutting-down-amazon-care/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In his 2018 letter to shareholders, Amazon founder and then CEO Jeff Bezos explained why taking bold risks would remain a vital component of the e-commerce titan's growth strategy.\"If the size of your...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/25/is-amazon-stock-a-buy-shutting-down-amazon-care/\">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"},"source_url":"https://www.fool.com/investing/2022/08/25/is-amazon-stock-a-buy-shutting-down-amazon-care/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262012959","content_text":"In his 2018 letter to shareholders, Amazon founder and then CEO Jeff Bezos explained why taking bold risks would remain a vital component of the e-commerce titan's growth strategy.\"If the size of your failures isn't growing, you're not going to be inventing at a size that can actually move the needle,\" Bezos said. \"Amazon will be experimenting at the right scale for a company of our size if we occasionally have multibillion-dollar failures.\"Bezos' hand-picked successor, Andy Jassy, has embraced this spirit of risk-taking. But Jassy and his lieutenants have also been quick to recognize failure.Amazon Health Services senior vice president Neil Lindsay acknowledged Amazon's latest misstep in a memo to the division's employees on Wednesday.  Lindsay said the company will shutter Amazon Care, its urgent and primary care service, on Dec. 31.It's not clear if Amazon's losses on its latest healthcare experiment will reach into the billions of dollars, but Amazon Care was certainly a major initiative for the company. Amazon Care debuted in 2019 as a service for Amazon's own employees. Its telehealth offerings and in-home care options from traveling nurses became popular, prompting Amazon to offer the service to other companies.The initiative appeared to be progressing. Amazon landed some marquee customers, such as upscale hotel chain Hilton Worldwide Holdings. In February, Amazon announced its plans to roll out Amazon Care nationwide.Yet cracks began to surface. Earlier this month, the Washington Post reported that Amazon's obsession with customer satisfaction and efficiency was making it difficult for it to follow medical best practices proposed by healthcare professionals. The Washington Post also noted that a shortage of nurses was further crimping Amazon's expansion plans.Still, Lindsay's memo came as a surprise. Jassy highlighted Amazon Care as an example of \"iterative innovation\" in his letter to shareholders in April. In July, Amazon struck a deal to acquire primary care chain One Medical for roughly $3.9 billion, further signaling the company's growing healthcare ambitions. Amazon is also reportedly attempting to acquire home health services provider Signify Health, according to The Wall Street Journal.It now appears that Amazon is planning to use acquisitions to alter course, rather than beef up its Amazon Care offerings.\"We've gathered and listened to extensive feedback from our enterprise customers and their employees, and evolved the service to continuously improve the experience for customers,\" Lindsay said. \"However, despite these efforts, we've determined that Amazon Care isn't the right long-term solution for our enterprise customers.\"Yet Amazon Care's setbacks will not result in a total loss. Like it's done many times in the past, Amazon will apply the lessons from its Amazon Care experiment to its future healthcare endeavors.\"As we take our learnings from Amazon Care, we will continue to invent, learn from our customers and industry partners, and hold ourselves to the highest standards as we further help reimagine the future of healthcare,\" Lindsay said.So, is Amazon stock still a buy?Although Amazon Care's failure is disappointing, there's no reason to panic. Amazon derives most of its sales from its e-commerce operations and most of its profits from its cloud computing division. Healthcare is an intriguing opportunity, but it's not central to Amazon's business.Thus, there's no need for investors to rush to sell Amazon's stock. If you thought Amazon's stock was a buy before this Amazon Care news broke, there's little reason to alter your bullish view of the e-commerce and cloud computing titan.Moreover, shutting down Amazon Care could make it easier for Amazon to gain regulatory approval for its pending acquisition of One Medical. Amazon likely views One Medical's convenient primary care model as a superior approach with a greater likelihood of long-term success. Amazon could thus be taking one step backward to take two steps forward with its healthcare ambitions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"post some new comments [Grin]","text":"post some new comments [Grin]","html":"post some new comments [Grin]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324943035,"gmtCreate":1615956338627,"gmtModify":1704788911381,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"who needs like and comment today? ?","listText":"who needs like and comment today? ?","text":"who needs like and comment today? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/324943035","repostId":"1107740379","repostType":4,"repost":{"id":"1107740379","pubTimestamp":1615949781,"share":"https://www.laohu8.com/m/news/1107740379?lang=&edition=full","pubTime":"2021-03-17 10:56","market":"us","language":"en","title":"5 sturdy value stocks to protect your portfolio from rising interest rates","url":"https://stock-news.laohu8.com/highlight/detail?id=1107740379","media":"MarketWatch","summary":"Johnson & Johnson, General Motors and three other companies have high intrinsic value and catalysts that bode well for a post-pandemic world.It’s hard to imagine that the benchmark Treasury bond yielding halfway between 1% and 2% would cause panic in the stock market, but that’s exactly what’s happened.U.S. Treasurys, which are used as a reference rate for all kinds of loans, stood at over 13% some 40 years ago and almost 5% in 2001.But considering where Treasurys have been lately, it’s importan","content":"<p>Johnson &amp; Johnson, General Motors and three other companies have high intrinsic value and catalysts that bode well for a post-pandemic world.</p>\n<p>It’s hard to imagine that the benchmark Treasury bond yielding halfway between 1% and 2% would cause panic in the stock market, but that’s exactly what’s happened.</p>\n<p>U.S. Treasurys, which are used as a reference rate for all kinds of loans, stood at over 13% some 40 years ago and almost 5% in 2001.</p>\n<p>But considering where Treasurys have been lately, it’s important to remember that low and high are relative terms. As recently as last summer, 10-year Treasurys&nbsp;commanded a 0.5% rate. That means interest rates have tripled in less than a year.</p>\n<p>Rapid changes like that can have a real impact on your portfolio. Consider that the massive iShares Core U.S. Aggregate Bond ETF,which has $85 billion under management, has dipped 4% already this year even as the S&amp;P 500 Index&nbsp;of the largest U.S. stocks has powered 5% higher.</p>\n<p>Some analysts predict&nbsp;rates are only getting started, thanks to stimulus checks, government spending and the long-shot chance of tighter policies from the Federal Reserve later this year.</p>\n<p>If you want to insulate your portfolio from rising rates, here are five low-risk value stocks that could see you through any choppiness in the months ahead.</p>\n<p><b>Bank of America</b></p>\n<p>Historically, increases in interest rates mean expanding profit margins for the financial sector. And Bank of America,&nbsp;the second-largest U.S. bank by assets, has a massive scale that is sure to pay off as rates rise.</p>\n<p>The stock isn’t just seeing momentum recently because of the prospect of higher rates. The shares are up almost 60% in the past 12 months since the COVID-19 lows of 2020, outperforming the S&amp;P 500 in the same period.&nbsp; It’s also riding an impressive streak of earnings reports, topping Wall Street expectations in 15 of the last 16 quarters.</p>\n<p>Adding to the appeal is that at the end of 2020 iconic investor Warren Buffett and his Berkshire Hathaway&nbsp;investment company pumped more than&nbsp;$2 billioninto Bank of America’s stock to push the stake up to nearly 12% of the entire company. That puts BofA as the No. 2 position in Berkshire’s portfolio, behind&nbsp;only tech giant Apple,and giving the stock a huge vote of confidence. What’s more, Buffett &amp; Co. sought approval from the Federal Reserve to double that already massive investment, up to a total of&nbsp;24.9%&nbsp;of Bank of America’s outstanding shares.</p>\n<p>Adjusted for splits, BofA stock is back to levels not seen since 2008, before the financial crisis sent shares to low single digits and resulted in a dividend reduction to just a penny per share. The combination of a rising rate environment, strong institutional buying pressure and massive scale make this stock a stable investment that investors may want to look into.</p>\n<p><b>Johnson &amp; Johnson</b></p>\n<p>Another mega-cap stock that should be a familiar favorite of value investors, Johnson &amp; Johnson&nbsp;stands out because of a combination of intrinsic value and specific factors that should help it thrive despite the challenges of 2021.</p>\n<p>J&amp;J is one of only&nbsp;two&nbsp;S&amp;P&nbsp;500 companies (tech giant Microsoft&nbsp;is the other) with a perfect&nbsp;AAA credit rating.&nbsp;It’s also among the 10 largest U.S. companies by market cap, boasts $25 billion in cash and tallies more than $20 billion in annual operating cash flow. When it comes to stability and tangible value on the balance sheet, it’s hard to top this health-care giant.</p>\n<p>In 2021, there are also a few factors that should help J&amp;J power even higher. While it is too big and stable to get quite the short-term momentum of a stock like Moderna&nbsp;or Novavax,J&amp;J is set to benefit from a nice tailwind thanks to the fact its own single-dose coronavirus vaccine received&nbsp;Emergency Use Authorization&nbsp;from the U.S. Food and Drug Administration in late February.</p>\n<p>Johnson &amp; Johnson has a tremendous portfolio of health-care products to fall back on beyond the vaccine, including over-the-counter medication like Tylenol and its eponymous baby-care products, prescription drugs and medical devices. If you want a “sure thing” stock in an uncertain market environment, it could be hard to find a better candidate than JNJ.</p>\n<p><b>Walmart</b></p>\n<p>Keeping with the theme of tremendous scale, big box retailer Walmart&nbsp;is a $380 billion powerhouse that recorded more than $36 billion in operating cash flow last fiscal year. It’s up nearly 50% from its 2020 lows, outperforming the major stock market indexes in the same period, thanks in part to selling groceries and household goods that have remained in strong demand despite disruptions to other spending categories.</p>\n<p>This bodes well for the stability of Walmart going forward, as these categories should remain strong for the foreseeable future. Furthermore, the pandemic forced WMT to increase its already impressive digital penetration with customers and accelerated its membership platform Walmart+. This service, at $12 a month or $98 a year, allows for free next-day shipping with no minimum orders and free-from-store delivery for orders of at least $35. There’s even a 5-cent saving on gasoline for members, making this program seem like as good of a value as WMT stock itself.</p>\n<p>The icing on the cake is an impressive track record of 48 years of consecutive dividend increase that proves Walmart isn’t just a reliable source of income but also a stock that’s committed to its shareholders. Dividends are a tangible sign of real value in a stock, as you have to have regular and material profits to back them up, and a long history of increase shows long-term value investors can depend on WMT regardless of short-term ups and downs for the U.S. economy.</p>\n<p><b>CVS</b></p>\n<p>Though you may think of CVS&nbsp;as simply a retailer of a different sort, the reality is that CVS has become much more than a drugstore in 2021. Over the past few years, an investment in acute care and vaccination services in-store has paid off big time as CVS is now a critical part of the vaccine rollout in the U.S. In fact, a recent Wall Street Journal report noted the company has delivered over&nbsp;3 million vaccines.</p>\n<p>That’s a short-term opportunity, to be sure. But more importantly, it has brought all those customers into its store and signed many of them up for marketing updates or its ExtraCare rewards program to keep them coming back over the long haul.</p>\n<p>Speaking of the long haul, investors should not be fooled into thinking this is just a vaccine play. CVS has been shrewd in recent years, growing into a dominant provider of pharmacy benefit management solutions&nbsp; and even acquiring primary care insurance provider&nbsp;Aetna in 2018. These operations ensure CVS thrives whether individual patients come in to their brick-and-mortar stores with a prescription or not. In fact, under the Global Industry Classification Standard the stock is grouped into “health-care plans” with other stocks like Cigna&nbsp;and UnitedHealthGroup&nbsp;and not with retailers.</p>\n<p>The kicker is that CVS has a forward price-to-earnings ratio of about 9 right now, less than half that of the S&amp;P 500’s 22, and well below peers like UNH in its industry group that are around 20. With a health-care focus that insulates it from rates and an attractive valuation, CVS is worth a look.</p>\n<p><b>General Motors</b></p>\n<p>I made the case for General Motors&nbsp;earlier this year in a&nbsp;MarketWatch column. And with shares up about 40% year-to-date, it’s worth repeating that call here as GM has a lot of intrinsic value and remains at an attractive price even after this run.</p>\n<p>Case in point: GM is sitting on a forward P/E of less than 7, compared with 11 for Toyota&nbsp;and about 22 for the market at large.</p>\n<p>You might say that’s because the market is discounting GM’s stock for a lack of innovation in the age of electric vehicles. But the truth is that GM is actually running with the pack of EV manfucaturers quite well. Its new&nbsp;Ultium battery power system&nbsp;is modular, allowing it to grow quickly into the many vehicle lines offered by this legacy automaker, and its BrightDrop subsidiary continues to innovate with developments include a&nbsp;250-mile range delivery van. GM has publicly pledged to have a 100% electric portfolio by 2035, and is well on its way to that long-term goal.</p>\n<p>Now, you may write off this promise as the desperate public relations campaign of a company that has already been eclipsed by Tesla.But GM has one big thing Tesla doesn’t — a mature manufacturing operation that cranks out 7.7 million vehicles a year, and property and equipment valued at almost $80 billion, according to SEC filings.</p>\n<p>Yes, the pandemic has created short-term disruptions for the automaker. And yes, there is long-term risk of missing out on the EV revolution. But GM has a ton of intrinsic value right now. And if rates are rising thanks to an economic recovery, you can expect folks to eagerly spend on GM vehicles rather than pay more in financing costs or sticker price later.</p>","source":"market_watch","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>5 sturdy value stocks to protect your portfolio from rising interest rates</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\">\n5 sturdy value stocks to protect your portfolio from rising interest rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/five-sturdy-value-stocks-to-protect-your-portfolio-from-rising-interest-rates-11615897033?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Johnson & Johnson, General Motors and three other companies have high intrinsic value and catalysts that bode well for a post-pandemic world.\nIt’s hard to imagine that the benchmark Treasury bond ...</p>\n\n<a href=\"https://www.marketwatch.com/story/five-sturdy-value-stocks-to-protect-your-portfolio-from-rising-interest-rates-11615897033?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":{"CVS":"西维斯健康","WMT":"沃尔玛","JNJ":"强生","BAC":"美国银行","GM":"通用汽车"},"source_url":"https://www.marketwatch.com/story/five-sturdy-value-stocks-to-protect-your-portfolio-from-rising-interest-rates-11615897033?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107740379","content_text":"Johnson & Johnson, General Motors and three other companies have high intrinsic value and catalysts that bode well for a post-pandemic world.\nIt’s hard to imagine that the benchmark Treasury bond yielding halfway between 1% and 2% would cause panic in the stock market, but that’s exactly what’s happened.\nU.S. Treasurys, which are used as a reference rate for all kinds of loans, stood at over 13% some 40 years ago and almost 5% in 2001.\nBut considering where Treasurys have been lately, it’s important to remember that low and high are relative terms. As recently as last summer, 10-year Treasurys commanded a 0.5% rate. That means interest rates have tripled in less than a year.\nRapid changes like that can have a real impact on your portfolio. Consider that the massive iShares Core U.S. Aggregate Bond ETF,which has $85 billion under management, has dipped 4% already this year even as the S&P 500 Index of the largest U.S. stocks has powered 5% higher.\nSome analysts predict rates are only getting started, thanks to stimulus checks, government spending and the long-shot chance of tighter policies from the Federal Reserve later this year.\nIf you want to insulate your portfolio from rising rates, here are five low-risk value stocks that could see you through any choppiness in the months ahead.\nBank of America\nHistorically, increases in interest rates mean expanding profit margins for the financial sector. And Bank of America, the second-largest U.S. bank by assets, has a massive scale that is sure to pay off as rates rise.\nThe stock isn’t just seeing momentum recently because of the prospect of higher rates. The shares are up almost 60% in the past 12 months since the COVID-19 lows of 2020, outperforming the S&P 500 in the same period.  It’s also riding an impressive streak of earnings reports, topping Wall Street expectations in 15 of the last 16 quarters.\nAdding to the appeal is that at the end of 2020 iconic investor Warren Buffett and his Berkshire Hathaway investment company pumped more than $2 billioninto Bank of America’s stock to push the stake up to nearly 12% of the entire company. That puts BofA as the No. 2 position in Berkshire’s portfolio, behind only tech giant Apple,and giving the stock a huge vote of confidence. What’s more, Buffett & Co. sought approval from the Federal Reserve to double that already massive investment, up to a total of 24.9% of Bank of America’s outstanding shares.\nAdjusted for splits, BofA stock is back to levels not seen since 2008, before the financial crisis sent shares to low single digits and resulted in a dividend reduction to just a penny per share. The combination of a rising rate environment, strong institutional buying pressure and massive scale make this stock a stable investment that investors may want to look into.\nJohnson & Johnson\nAnother mega-cap stock that should be a familiar favorite of value investors, Johnson & Johnson stands out because of a combination of intrinsic value and specific factors that should help it thrive despite the challenges of 2021.\nJ&J is one of only two S&P 500 companies (tech giant Microsoft is the other) with a perfect AAA credit rating. It’s also among the 10 largest U.S. companies by market cap, boasts $25 billion in cash and tallies more than $20 billion in annual operating cash flow. When it comes to stability and tangible value on the balance sheet, it’s hard to top this health-care giant.\nIn 2021, there are also a few factors that should help J&J power even higher. While it is too big and stable to get quite the short-term momentum of a stock like Moderna or Novavax,J&J is set to benefit from a nice tailwind thanks to the fact its own single-dose coronavirus vaccine received Emergency Use Authorization from the U.S. Food and Drug Administration in late February.\nJohnson & Johnson has a tremendous portfolio of health-care products to fall back on beyond the vaccine, including over-the-counter medication like Tylenol and its eponymous baby-care products, prescription drugs and medical devices. If you want a “sure thing” stock in an uncertain market environment, it could be hard to find a better candidate than JNJ.\nWalmart\nKeeping with the theme of tremendous scale, big box retailer Walmart is a $380 billion powerhouse that recorded more than $36 billion in operating cash flow last fiscal year. It’s up nearly 50% from its 2020 lows, outperforming the major stock market indexes in the same period, thanks in part to selling groceries and household goods that have remained in strong demand despite disruptions to other spending categories.\nThis bodes well for the stability of Walmart going forward, as these categories should remain strong for the foreseeable future. Furthermore, the pandemic forced WMT to increase its already impressive digital penetration with customers and accelerated its membership platform Walmart+. This service, at $12 a month or $98 a year, allows for free next-day shipping with no minimum orders and free-from-store delivery for orders of at least $35. There’s even a 5-cent saving on gasoline for members, making this program seem like as good of a value as WMT stock itself.\nThe icing on the cake is an impressive track record of 48 years of consecutive dividend increase that proves Walmart isn’t just a reliable source of income but also a stock that’s committed to its shareholders. Dividends are a tangible sign of real value in a stock, as you have to have regular and material profits to back them up, and a long history of increase shows long-term value investors can depend on WMT regardless of short-term ups and downs for the U.S. economy.\nCVS\nThough you may think of CVS as simply a retailer of a different sort, the reality is that CVS has become much more than a drugstore in 2021. Over the past few years, an investment in acute care and vaccination services in-store has paid off big time as CVS is now a critical part of the vaccine rollout in the U.S. In fact, a recent Wall Street Journal report noted the company has delivered over 3 million vaccines.\nThat’s a short-term opportunity, to be sure. But more importantly, it has brought all those customers into its store and signed many of them up for marketing updates or its ExtraCare rewards program to keep them coming back over the long haul.\nSpeaking of the long haul, investors should not be fooled into thinking this is just a vaccine play. CVS has been shrewd in recent years, growing into a dominant provider of pharmacy benefit management solutions  and even acquiring primary care insurance provider Aetna in 2018. These operations ensure CVS thrives whether individual patients come in to their brick-and-mortar stores with a prescription or not. In fact, under the Global Industry Classification Standard the stock is grouped into “health-care plans” with other stocks like Cigna and UnitedHealthGroup and not with retailers.\nThe kicker is that CVS has a forward price-to-earnings ratio of about 9 right now, less than half that of the S&P 500’s 22, and well below peers like UNH in its industry group that are around 20. With a health-care focus that insulates it from rates and an attractive valuation, CVS is worth a look.\nGeneral Motors\nI made the case for General Motors earlier this year in a MarketWatch column. And with shares up about 40% year-to-date, it’s worth repeating that call here as GM has a lot of intrinsic value and remains at an attractive price even after this run.\nCase in point: GM is sitting on a forward P/E of less than 7, compared with 11 for Toyota and about 22 for the market at large.\nYou might say that’s because the market is discounting GM’s stock for a lack of innovation in the age of electric vehicles. But the truth is that GM is actually running with the pack of EV manfucaturers quite well. Its new Ultium battery power system is modular, allowing it to grow quickly into the many vehicle lines offered by this legacy automaker, and its BrightDrop subsidiary continues to innovate with developments include a 250-mile range delivery van. GM has publicly pledged to have a 100% electric portfolio by 2035, and is well on its way to that long-term goal.\nNow, you may write off this promise as the desperate public relations campaign of a company that has already been eclipsed by Tesla.But GM has one big thing Tesla doesn’t — a mature manufacturing operation that cranks out 7.7 million vehicles a year, and property and equipment valued at almost $80 billion, according to SEC filings.\nYes, the pandemic has created short-term disruptions for the automaker. And yes, there is long-term risk of missing out on the EV revolution. But GM has a ton of intrinsic value right now. And if rates are rising thanks to an economic recovery, you can expect folks to eagerly spend on GM vehicles rather than pay more in financing costs or sticker price later.","news_type":1},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965915538,"gmtCreate":1669870811125,"gmtModify":1676538260834,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Manipulator&nbsp;[Happy]&nbsp;[Happy]&nbsp;","listText":"Manipulator&nbsp;[Happy]&nbsp;[Happy]&nbsp;","text":"Manipulator [Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/9965915538","repostId":"2288612530","repostType":4,"repost":{"id":"2288612530","pubTimestamp":1669861884,"share":"https://www.laohu8.com/m/news/2288612530?lang=&edition=full","pubTime":"2022-12-01 10:31","market":"us","language":"en","title":"Was Wednesday's Stock Market Surge Premature?","url":"https://stock-news.laohu8.com/highlight/detail?id=2288612530","media":"Motley Fool","summary":"What the Federal Reserve chair said wasn't any big surprise, but Wall Street heard what it wanted to hear.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Markets surged after Fed chair Jerome Powell gave a speech on monetary policy.</li><li>Investors focused on the idea that the Fed will moderate the pace of future rate increases.</li><li>That, however, doesn&#39;t mean that the central bank won&#39;t keep monetary policy at restrictive levels for an extended period.</li></ul><p>Stock market participants had been looking forward to Wednesday for quite a while, as they anticipated getting valuable insight when Federal Reserve chair Jerome Powell gave a speech about his views on monetary policy. As it turned out, Powell&#39;s comments were well-received by investors, and that resulted in solid gains of more than 2% for the <b>Dow Jones Industrial Average</b> and even bigger advances for the <b>Nasdaq Composite</b> and <b>S&amp;P 500</b>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a315992249cfa713089395a7fa48663d\" tg-width=\"1216\" tg-height=\"290\" width=\"100%\" height=\"auto\"/><span>Data source: Yahoo! Finance.</span></p><p>Until Powell began speaking in the afternoon, major market indexes were flat to slightly lower on the day. Yet even though what Powell said didn&#39;t really come as any big surprise to those who followed the relevant financial markets, it nevertheless seemed to give investors more confidence that their reading on the situation facing stock markets was correct.</p><p>That doesn&#39;t necessarily mean that the immediate future won&#39;t remain volatile, but it nevertheless led some to conclude that eventual victory over inflation and recessionary pressures was inevitable.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0a9308e7ec2ef77edad00c41db7fc50\" tg-width=\"700\" tg-height=\"367\" width=\"100%\" height=\"auto\"/><span>Federal Reserve building. Image source: Getty Images.</span></p><h2>What Powell said</h2><p>Powell continued to emphasize that there are two key components to Federal Reserve policy that some will find contradictory but that nevertheless apply. First and most important, the Fed is still concerned about the uncomfortably high level of inflation in the market.</p><p>That came at the beginning of Powell&#39;s speech, and the Fed chair emphasized that higher prices are causing substantial hardship for tens of millions of people across the nation. Such levels of price instability are fundamentally incompatible with a working economy, and current estimates of inflation, as measured by the Fed&#39;s preferred personal consumption expenditure metric, is coming in at 6%.</p><p>That left Powell to conclude that there&#39;s still a lot of work to do before inflation comes under control, let alone before it gets back to the 2% long-term target that the Fed prefers to see. Indeed, Powell warned that he believes the eventual level at which interest rates will rise sufficiently to get inflation under control will likely be higher than he thought at the time of the Federal Open Market Committee&#39;s meeting in September.</p><p>Yet at the same time, Powell acknowledged that using interest-rate increases to moderate inflationary pressures is an imprecise science. He also said there are definite lags between the time the central bank boosts rates and when the effects of tighter monetary policy actually show up in economic data, particularly concerning inflation.</p><p>Therefore, Powell said, &#34;It makes sense to moderate the pace of our rate increases as we approach the level of restraint that will be sufficient to bring inflation down.&#34; In addressing the timing of such moderation, the Fed chair said that a slowing of rate increases could come as soon as its December meeting.</p><p>Market watchers immediately took that comment to mean that the Fed would likely raise interest rates by just half a percentage point in December, slowing from the 0.75 percentage-point boosts that the central bank has made at its last four consecutive meetings. That, in turn, ignited the massive stock market rally, and longer-term interest rates also moved lower on the news, as bond investors foresaw a shorter period of time to fight inflation.</p><h2>Not a shocker</h2><p>Those watching the credit markets shouldn&#39;t have been surprised by what Powell said because it was already largely reflected in certain securities prices. As early as four weeks ago, federal funds rate futures showed that investors thought it more likely than not that the Fed would do a December increase of only half a percentage point.</p><p>Moreover, the short-term jump in stocks seemingly ignored the rest of Powell&#39;s monetary-policy comments. The chair repeated that restrictively high interest rates could be necessary for a significant period of time, and the central bank remains extremely wary of being premature in reversing course. Indeed, Powell pointed to several data points that remain worrisome, including above-normal wage growth, rising prices for housing services, and continued disruptions in labor markets that began with the COVID-19 pandemic.</p><p>Of course, it&#39;s possible that stock markets have overreacted in falling so far from their record levels in late 2021, so a reversal -- in light of things going mostly as expected -- is actually warranted. Regardless, investors need to be prepared for it to take more time than they might think for the Fed&#39;s inflation-fighting saga to play out to the bitter end.</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>Was Wednesday's Stock Market Surge Premature?</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\">\nWas Wednesday's Stock Market Surge Premature?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/30/was-wednesdays-stock-market-surge-premature/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMarkets surged after Fed chair Jerome Powell gave a speech on monetary policy.Investors focused on the idea that the Fed will moderate the pace of future rate increases.That, however, doesn'...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/30/was-wednesdays-stock-market-surge-premature/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.fool.com/investing/2022/11/30/was-wednesdays-stock-market-surge-premature/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288612530","content_text":"KEY POINTSMarkets surged after Fed chair Jerome Powell gave a speech on monetary policy.Investors focused on the idea that the Fed will moderate the pace of future rate increases.That, however, doesn't mean that the central bank won't keep monetary policy at restrictive levels for an extended period.Stock market participants had been looking forward to Wednesday for quite a while, as they anticipated getting valuable insight when Federal Reserve chair Jerome Powell gave a speech about his views on monetary policy. As it turned out, Powell's comments were well-received by investors, and that resulted in solid gains of more than 2% for the Dow Jones Industrial Average and even bigger advances for the Nasdaq Composite and S&P 500.Data source: Yahoo! Finance.Until Powell began speaking in the afternoon, major market indexes were flat to slightly lower on the day. Yet even though what Powell said didn't really come as any big surprise to those who followed the relevant financial markets, it nevertheless seemed to give investors more confidence that their reading on the situation facing stock markets was correct.That doesn't necessarily mean that the immediate future won't remain volatile, but it nevertheless led some to conclude that eventual victory over inflation and recessionary pressures was inevitable.Federal Reserve building. Image source: Getty Images.What Powell saidPowell continued to emphasize that there are two key components to Federal Reserve policy that some will find contradictory but that nevertheless apply. First and most important, the Fed is still concerned about the uncomfortably high level of inflation in the market.That came at the beginning of Powell's speech, and the Fed chair emphasized that higher prices are causing substantial hardship for tens of millions of people across the nation. Such levels of price instability are fundamentally incompatible with a working economy, and current estimates of inflation, as measured by the Fed's preferred personal consumption expenditure metric, is coming in at 6%.That left Powell to conclude that there's still a lot of work to do before inflation comes under control, let alone before it gets back to the 2% long-term target that the Fed prefers to see. Indeed, Powell warned that he believes the eventual level at which interest rates will rise sufficiently to get inflation under control will likely be higher than he thought at the time of the Federal Open Market Committee's meeting in September.Yet at the same time, Powell acknowledged that using interest-rate increases to moderate inflationary pressures is an imprecise science. He also said there are definite lags between the time the central bank boosts rates and when the effects of tighter monetary policy actually show up in economic data, particularly concerning inflation.Therefore, Powell said, \"It makes sense to moderate the pace of our rate increases as we approach the level of restraint that will be sufficient to bring inflation down.\" In addressing the timing of such moderation, the Fed chair said that a slowing of rate increases could come as soon as its December meeting.Market watchers immediately took that comment to mean that the Fed would likely raise interest rates by just half a percentage point in December, slowing from the 0.75 percentage-point boosts that the central bank has made at its last four consecutive meetings. That, in turn, ignited the massive stock market rally, and longer-term interest rates also moved lower on the news, as bond investors foresaw a shorter period of time to fight inflation.Not a shockerThose watching the credit markets shouldn't have been surprised by what Powell said because it was already largely reflected in certain securities prices. As early as four weeks ago, federal funds rate futures showed that investors thought it more likely than not that the Fed would do a December increase of only half a percentage point.Moreover, the short-term jump in stocks seemingly ignored the rest of Powell's monetary-policy comments. The chair repeated that restrictively high interest rates could be necessary for a significant period of time, and the central bank remains extremely wary of being premature in reversing course. Indeed, Powell pointed to several data points that remain worrisome, including above-normal wage growth, rising prices for housing services, and continued disruptions in labor markets that began with the COVID-19 pandemic.Of course, it's possible that stock markets have overreacted in falling so far from their record levels in late 2021, so a reversal -- in light of things going mostly as expected -- is actually warranted. Regardless, investors need to be prepared for it to take more time than they might think for the Fed's inflation-fighting saga to play out to the bitter end.","news_type":1},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107063207857540","authorId":"4107063207857540","name":"LuckyPiggie","avatar":"https://community-static.tradeup.com/news/33330ac1fe6d6c956e10045c870d6f46","crmLevel":6,"crmLevelSwitch":1},"content":"look at xpeng.. shot to Pluto . [LOL] alth result wasnt good.","text":"look at xpeng.. shot to Pluto . [LOL] alth result wasnt good.","html":"look at xpeng.. shot to Pluto . [LOL] alth result wasnt good."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327488713,"gmtCreate":1616117287632,"gmtModify":1704791147174,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"who needs like and comment today? ?","listText":"who needs like and comment today? ?","text":"who needs like and comment today? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/327488713","repostId":"1103812798","repostType":4,"repost":{"id":"1103812798","pubTimestamp":1616111217,"share":"https://www.laohu8.com/m/news/1103812798?lang=&edition=full","pubTime":"2021-03-19 07:46","market":"us","language":"en","title":"Nasdaq tumbles 3% as soaring yields hit tech shares, S&P 500 closes 1.5% lower","url":"https://stock-news.laohu8.com/highlight/detail?id=1103812798","media":"cnbc","summary":"Technology shares led the U.S. stock market lower on Thursday as a spike in bond yields fueled conce","content":"<div>\n<p>Technology shares led the U.S. stock market lower on Thursday as a spike in bond yields fueled concern about equity valuations and prompted investors to sell growth-focused high flyers.\nThe Nasdaq ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/17/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq tumbles 3% as soaring yields hit tech shares, S&P 500 closes 1.5% lower</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\">\nNasdaq tumbles 3% as soaring yields hit tech shares, S&P 500 closes 1.5% lower\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 07:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/17/stock-market-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology shares led the U.S. stock market lower on Thursday as a spike in bond yields fueled concern about equity valuations and prompted investors to sell growth-focused high flyers.\nThe Nasdaq ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/17/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/03/17/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103812798","content_text":"Technology shares led the U.S. stock market lower on Thursday as a spike in bond yields fueled concern about equity valuations and prompted investors to sell growth-focused high flyers.\nThe Nasdaq Composite dropped 3% to 13,116.17 for its worst day since Feb. 25 as Apple, Amazon and Netflix all fell more than 3%. Tesla slipped nearly 7%. The S&P 500 slid 1.5% to 3,915.46, falling from a record closing high reached in the previous session. The Dow Jones Industrial Average fell 153.07 points, or 0.5%, to 32,862.30 after hitting a new intraday record earlier in the day amid a rally in bank stocks.\nThe 10-year Treasury yield jumped 11 basis points above 1.75% at its session high, reaching its highest level since January 2020. The 30-year rate also climbed 6 basis points at one point, breaching the 2.5% level for the first time since August 2019. The jump in bond yields came after the Federal Reserve expressed its willingness to allow an overshoot in inflation. Rising rates can have an outsized impact on growth stocks as they make their future returns less valuable today.\n“Risk of rates rising too fast remains a key concern,” said Craig Johnson, technical market strategist at Piper Sandler. “Buying pressure has not been equal over the last several weeks as growth stocks lag behind due to headwinds from higher interest rates.”\nBank stocks outperformed as higher interest rates tend to improve their profit margins. Banks can earn more from the widening gap between the rate they borrow at in the short term and the rate they lend out at in the long term. U.S. Bancorp and Wells Fargo popped 3.3% and 2.4%, respectively. JPMorgan jumped 1.7%, while Bank of America gained 2.6%.\nInvestors also digested a mixed bag of economic data Thursday.Weekly initial jobless claims totaled 770,000 for the week ended March 13, worse than an estimate of 700,000, according to economists polled by Dow Jones.\nMeanwhile, the Philadelphia Federal Reserve’s manufacturing index showed a reading of 51.8, well exceeding Dow Jones consensus of 22.0 and hitting the highest level for the gauge since 1973.\nThe energy sector was the biggest loser with a 4.7% decline Thursday amid a drop in oil prices. WTI crude futures slid more than 7% to $60 per barrel, falling for a fifth straight day and suffering its worst day since September.\nThe blue-chip Dow closed above 33,000 for the first time on Wednesday after the Fed said it does not expect to hike interest rates through 2023.\nFed Chair Jerome Powell reiterated that the central bank wants to see inflation consistently above its 2% target and material improvement in the U.S. labor market before considering changes to rates or its monthly bond purchases.\n“By saying that they’re willing to let inflation run hot at a time inflation concerns are rising is another way for the Fed to say that they are willing to let long-term interest rates rise further,” said Matt Maley, chief market strategist at Miller Tabak.\nThe Fed upgraded its economic outlook, expecting to see gross domestic product grow 6.5% in 2021 and inflation rise 2.2% this year as measured by personal consumption expenditures. The central bank’s stated goal is to keep inflation at 2% over the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574996021054734","authorId":"3574996021054734","name":"Teslawonder","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"consolidate to move the wave. pls continue comment. thx","text":"consolidate to move the wave. pls continue comment. thx","html":"consolidate to move the wave. pls continue comment. thx"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362097094,"gmtCreate":1614571103518,"gmtModify":1704772545200,"author":{"id":"3576472032670521","authorId":"3576472032670521","name":"EV8","avatar":"https://community-static.tradeup.com/news/49db5086746d5ad4581b298b77a14995","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"who needs like and comment today? ?","listText":"who needs like and comment today? ?","text":"who needs like and comment today? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/362097094","repostId":"1140907630","repostType":4,"repost":{"id":"1140907630","pubTimestamp":1614569389,"share":"https://www.laohu8.com/m/news/1140907630?lang=&edition=full","pubTime":"2021-03-01 11:29","market":"us","language":"en","title":"Berkshire’s Busy 2020 Broke a Record Despite Lack of Major Deals","url":"https://stock-news.laohu8.com/highlight/detail?id=1140907630","media":"bloomberg","summary":"Read more about Berkshire’s letter hereWarren Buffett made no splashy deals in 2020, and he didn’t w","content":"<p><a href=\"https://laohu8.com/NW/2114358303\" target=\"_blank\">Read more about Berkshire’s letter here</a></p><p>Warren Buffett made no splashy deals in 2020, and he didn’t weigh in on some of the year’s most contentious topics in his much-anticipated annual letter. Behind the scenes, the 90-year oldbillionaire was hardly inactive.</p><p>Berkshire Hathaway Inc. was firing up another engine: stocks -- both buying its own and trading others. The conglomerate snapped up $24.7 billion of Berkshire shares last year, a stark record for the business sitting atop a $138 billion cash pile. It also almost doubled the volume of buying and selling of other stocks compared to 2019.</p><p>The moves signal a carefully forged path in markets sent convulsing by the pandemic and then lifted by stimulus that’s paved the way for heavy retail trading and an unprecedented SPAC boom. And Buffett is sticking close to home -- ultimately becoming a net seller of shares in other companies for the first time since 2016, while his prolific repurchases of Berkshire stock continued into this year with at least $4.2 billion of buybacks through mid-February, according to a regulatory filing Saturday.</p><p>“Last year we demonstrated our enthusiasm for Berkshire’s spread of properties by repurchasing the equivalent of 80,998 ‘A’ shares,” Buffett said in the letter released Saturday. “That action increased your ownership in all of Berkshire’s businesses by 5.2% without requiring you to so much as touch your wallet.”</p><p>Buffett's War Chest</p><p>Berkshire held more than $138 billion in cash at the end of last year</p><p>Source: Company filings</p><p>Buffett spent a sizable portion of Saturday’s letter delving into buybacks, a substantial shift for an investor who previously had largely shunned the practice and instead favored purchasing big businesses or stocks of other companies. Heloosenedthe buyback policy in 2018 as Berkshire’s cash pile kept reaching new heights. And Berkshire stock, which has underperformed the broader market in recent years, continued that trend last year with shares just gaining 2.4% compared to the 16% rally in the S&amp;P 500 Index.</p><p>Buffett had long been careful with buybacks, a trait that harkens back to his days running a partnership. In his letter released in 2019 after the buyback change, he made it clear that he wants investors to be fully informed about the company before they decide to sell their shares back to the firm.</p><p>He spent his recent letter acknowledging that there were investors, including index funds, professional managers and individuals, who were required to hold some Berkshire shares or would be likely to come and go based on their investing judgment. He’d still stick by the investors who want to invest for the long term, he added.</p><p>“Charlie and I would be less than human if we did notfeela special kinship with our fifth bucket: the million-plus individual investors who simply trust us to represent their interests, whatever the future may bring,” Buffett said in his letter released Saturday, referring to long-time business partner, Charlie Munger. “They have joined us with no intent to leave, adopting a mindset similar to that held by our original partners.”</p><p>Cash Pile</p><p>Berkshire still has more than $138 billion in cash to deploy. A portion of the never-ending cash flow will be sucked up by two of its businesses, the railroad and energy operations, and Buffett said the incremental investment will probably generate “appropriate” returns. Railroad BNSF has invested $41 billion in fixed assets, and has paid $41.8 billion in dividends to the conglomerate since its purchase in 2010, Buffett said in his letter.</p><p>While the attractiveness of share buybacks might come or go based on the market’s price for Berkshire, the conglomerate still has those two large operations that continuously help reinvest funds, according to shareholder Thomas Russo. That, Russo argues, helps ease the pressure on Berkshire to do an “elephant-sized acquisition” to generate more returns.</p><p>“He doesn’t really have to find the elephant because he has two elephants already corralled that need to be fed,” said Russo, who oversees a portfolio including Berkshire at investment adviser Gardner Russo &amp; Gardner. “One of them is Burlington Northern and one of them is Berkshire Hathaway Energy. He can deploy tens of billions of dollars on an ongoing basis, bringing bothup tostandard,” and then still have funds to deploy in an acquisition.</p><p>One of Berkshire’s top three most valuable assets these days is actually a $120 billion holding of Apple Inc. shares, an investment he likened in importance to the railroad. Berkshire hasended upwith an even larger portion of the company’s shares thanks in part to Apple’s own appetite for buybacks, Buffett acknowledged in the letter.</p><p>What's moving marketsStart your day with the 5 Things newsletter.EmailBloomberg may send me offers and promotions.Sign UpBy submitting my information, I agree to thePrivacy Policyand&nbsp;Terms of Service.</p><p>“He’s redefined what an elephant can be,” said James Armstrong, who manages assets including Berkshire shares as president of Henry H. Armstrong Associates. “An elephant can be thought of as a 5.4% interest in Apple.”</p><p>Some of Berkshire’s major tweaks to its $281 billion stock portfolio last year were done to reposition its holdings. Throughout 2020, Buffett’s company cut its holdings in banks, insurance and finance firms -- an exposure that constituted more than 41% of the portfolio at the end of 2019 -- to just 24% of the portfolio by the end of last year. He alsodumpedhis airline stocks earlier in the pandemic.</p><p>Chevron, Verizon</p><p>The company did find stocks tobuylast year, including two large stakes in Chevron Corp. and Verizon Communications Inc., plus some purchases of pharmaceutical companies. Berkshire alsobought$6 billion worth of stock in five of Japan’s biggest trading companies.</p><p>“He’s been a net seller, however, more recently it seems like he’s identified some opportunities, buying blocks of Japanese industrial stocks” and some health care stocks, Jim Shanahan, an analyst at Edward D. Jones &amp; Co., said in an interview. “He is finding some value given all the limitations. He can’t put a substantial amount of capital to work into any individual stock unless it’s a large one. But being willing to consider investments in a basket of similar companies creates a little bit more opportunity for them too.”</p><p>Buffett made little mention in this year’s letter about one of the looming questions over the conglomerate: Succession. The investor, who’sreceivedhis coronavirus vaccine, proved he’s still willing to travel by announcing he’ll head to Los Angeles to film this year’s annual meeting alongside Munger, 97, who wasn’t able to make it to last year’s event in Omaha, Nebraska.</p><p>“This year our meeting will be held in Los Angeles. . .and Charlie will be on stage with me offering answers and observations throughout the 3 1/2-hour question period,” Buffett said in the letter. “I missed him last year and, more important, you clearly missed him.”</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Berkshire’s Busy 2020 Broke a Record Despite Lack of Major Deals</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\">\nBerkshire’s Busy 2020 Broke a Record Despite Lack of Major Deals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-02-28/berkshire-s-busy-2020-broke-a-record-despite-lack-of-major-deals><strong>bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Read more about Berkshire’s letter hereWarren Buffett made no splashy deals in 2020, and he didn’t weigh in on some of the year’s most contentious topics in his much-anticipated annual letter. Behind ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-02-28/berkshire-s-busy-2020-broke-a-record-despite-lack-of-major-deals\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/480431b5715196c0e96044cc36788e36","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.bloomberg.com/news/articles/2021-02-28/berkshire-s-busy-2020-broke-a-record-despite-lack-of-major-deals","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140907630","content_text":"Read more about Berkshire’s letter hereWarren Buffett made no splashy deals in 2020, and he didn’t weigh in on some of the year’s most contentious topics in his much-anticipated annual letter. Behind the scenes, the 90-year oldbillionaire was hardly inactive.Berkshire Hathaway Inc. was firing up another engine: stocks -- both buying its own and trading others. The conglomerate snapped up $24.7 billion of Berkshire shares last year, a stark record for the business sitting atop a $138 billion cash pile. It also almost doubled the volume of buying and selling of other stocks compared to 2019.The moves signal a carefully forged path in markets sent convulsing by the pandemic and then lifted by stimulus that’s paved the way for heavy retail trading and an unprecedented SPAC boom. And Buffett is sticking close to home -- ultimately becoming a net seller of shares in other companies for the first time since 2016, while his prolific repurchases of Berkshire stock continued into this year with at least $4.2 billion of buybacks through mid-February, according to a regulatory filing Saturday.“Last year we demonstrated our enthusiasm for Berkshire’s spread of properties by repurchasing the equivalent of 80,998 ‘A’ shares,” Buffett said in the letter released Saturday. “That action increased your ownership in all of Berkshire’s businesses by 5.2% without requiring you to so much as touch your wallet.”Buffett's War ChestBerkshire held more than $138 billion in cash at the end of last yearSource: Company filingsBuffett spent a sizable portion of Saturday’s letter delving into buybacks, a substantial shift for an investor who previously had largely shunned the practice and instead favored purchasing big businesses or stocks of other companies. Heloosenedthe buyback policy in 2018 as Berkshire’s cash pile kept reaching new heights. And Berkshire stock, which has underperformed the broader market in recent years, continued that trend last year with shares just gaining 2.4% compared to the 16% rally in the S&P 500 Index.Buffett had long been careful with buybacks, a trait that harkens back to his days running a partnership. In his letter released in 2019 after the buyback change, he made it clear that he wants investors to be fully informed about the company before they decide to sell their shares back to the firm.He spent his recent letter acknowledging that there were investors, including index funds, professional managers and individuals, who were required to hold some Berkshire shares or would be likely to come and go based on their investing judgment. He’d still stick by the investors who want to invest for the long term, he added.“Charlie and I would be less than human if we did notfeela special kinship with our fifth bucket: the million-plus individual investors who simply trust us to represent their interests, whatever the future may bring,” Buffett said in his letter released Saturday, referring to long-time business partner, Charlie Munger. “They have joined us with no intent to leave, adopting a mindset similar to that held by our original partners.”Cash PileBerkshire still has more than $138 billion in cash to deploy. A portion of the never-ending cash flow will be sucked up by two of its businesses, the railroad and energy operations, and Buffett said the incremental investment will probably generate “appropriate” returns. Railroad BNSF has invested $41 billion in fixed assets, and has paid $41.8 billion in dividends to the conglomerate since its purchase in 2010, Buffett said in his letter.While the attractiveness of share buybacks might come or go based on the market’s price for Berkshire, the conglomerate still has those two large operations that continuously help reinvest funds, according to shareholder Thomas Russo. That, Russo argues, helps ease the pressure on Berkshire to do an “elephant-sized acquisition” to generate more returns.“He doesn’t really have to find the elephant because he has two elephants already corralled that need to be fed,” said Russo, who oversees a portfolio including Berkshire at investment adviser Gardner Russo & Gardner. “One of them is Burlington Northern and one of them is Berkshire Hathaway Energy. He can deploy tens of billions of dollars on an ongoing basis, bringing bothup tostandard,” and then still have funds to deploy in an acquisition.One of Berkshire’s top three most valuable assets these days is actually a $120 billion holding of Apple Inc. shares, an investment he likened in importance to the railroad. Berkshire hasended upwith an even larger portion of the company’s shares thanks in part to Apple’s own appetite for buybacks, Buffett acknowledged in the letter.What's moving marketsStart your day with the 5 Things newsletter.EmailBloomberg may send me offers and promotions.Sign UpBy submitting my information, I agree to thePrivacy Policyand Terms of Service.“He’s redefined what an elephant can be,” said James Armstrong, who manages assets including Berkshire shares as president of Henry H. Armstrong Associates. “An elephant can be thought of as a 5.4% interest in Apple.”Some of Berkshire’s major tweaks to its $281 billion stock portfolio last year were done to reposition its holdings. Throughout 2020, Buffett’s company cut its holdings in banks, insurance and finance firms -- an exposure that constituted more than 41% of the portfolio at the end of 2019 -- to just 24% of the portfolio by the end of last year. He alsodumpedhis airline stocks earlier in the pandemic.Chevron, VerizonThe company did find stocks tobuylast year, including two large stakes in Chevron Corp. and Verizon Communications Inc., plus some purchases of pharmaceutical companies. Berkshire alsobought$6 billion worth of stock in five of Japan’s biggest trading companies.“He’s been a net seller, however, more recently it seems like he’s identified some opportunities, buying blocks of Japanese industrial stocks” and some health care stocks, Jim Shanahan, an analyst at Edward D. Jones & Co., said in an interview. “He is finding some value given all the limitations. He can’t put a substantial amount of capital to work into any individual stock unless it’s a large one. But being willing to consider investments in a basket of similar companies creates a little bit more opportunity for them too.”Buffett made little mention in this year’s letter about one of the looming questions over the conglomerate: Succession. The investor, who’sreceivedhis coronavirus vaccine, proved he’s still willing to travel by announcing he’ll head to Los Angeles to film this year’s annual meeting alongside Munger, 97, who wasn’t able to make it to last year’s event in Omaha, Nebraska.“This year our meeting will be held in Los Angeles. . .and Charlie will be on stage with me offering answers and observations throughout the 3 1/2-hour question period,” Buffett said in the letter. “I missed him last year and, more important, you clearly missed him.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}