Apple456 personal page - To The Moon

Apple456

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2022-10-07

$TSLA 20221118 255.0 PUT$

2022-10-05

$TSLA 20221118 255.0 PUT$

2022-10-05

$TSLA 20221118 255.0 PUT$

2022-08-10

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2022-07-10

$Nasdaq100 Bull 3X ETF(TQQQ)$Long position 🤞🏻🤞🏻

2021-09-18

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2021-08-26

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2021-08-18

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2021-07-09

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2021-06-23

$SMIC(00981)$[Cry]

2021-05-13

?

Wall Street ends with broad sell-off on spiking inflation fears

2021-05-08

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2021-05-08

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2021-03-27

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Top 10 Undervalued Income Stocks For 2021 - Value Beats Growth

2021-03-27

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NEW YORK, May 12  - Wall Street closed lower on Wednesday with the S&P suffering its biggest $one$-day percentage drop since February, as inflation data fueled concerns over whether interest rate hikes from the Fed could happen sooner than anticipated.All three major U.S. stock indexes ended the session deep in the red following the Labor Department's April consumer prices report, which showed the biggest rise in nearly 12 years.The report was ","content":"<p>* U.S. consumer prices jump most since June 2009</p><p>* Megacap growth stocks weigh heaviest</p><p>* Energy shares gain as crude climbs</p><p>* Indexes down: Dow 1.99%, S&amp;P 2.14%, Nasdaq 2.67%</p><p>NEW YORK, May 12 (Reuters) - Wall Street closed lower on Wednesday with the S&amp;P suffering its biggest <a href=\"https://laohu8.com/S/AONE\">one</a>-day percentage drop since February, as inflation data fueled concerns over whether interest rate hikes from the Fed could happen sooner than anticipated.</p><p>All three major U.S. stock indexes ended the session deep in the red following the Labor Department's April consumer prices report, which showed the biggest rise in nearly 12 years.</p><p>The report was hotly anticipated by market participants who have grown increasingly worried over whether current price jumps will defy the U.S. Federal Reserve's reassurances by morphing into long-term inflation.</p><p>But pent-up demand from consumers flush with stimulus and savings is colliding with a supply drought, sending commodity prices spiking, while a labor shortage drives wages higher.</p><p>\"The topic on everyone's mind is obviously inflation,\" said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. \"It's something the (Fed) has been looking for and they're finally getting their wish.\"</p><p>\"The question is how long will its fires run hot before starting to simmer?\"</p><p>That concern is shared by Stuart Cole, head macro economist at Equiti Capital in London.</p><p>\"Going forward, the big question is just how long can the Fed maintain its dovish stance in opposition to the markets,\" Cole said. \"Particularly if companies begin raising wages to encourage unemployed labor back into the workforce, in turn driving a large hole in the Fed’s transitory inflation argument.\"</p><p>Core consumer prices <a href=\"https://laohu8.com/S/CPI.UK\">$(CPI.UK)$</a>, which exclude volatile food and energy items, grew at 3% year-on-year, shooting above the central bank's average annual 2% inflation growth target.</p><p>The Dow Jones Industrial Averagefell 681.5 points, or 1.99%, to 33,587.66, the S&amp;P 500    lost 89.06 points, or 2.14%, to 4,063.04 and the Nasdaq Composite    dropped 357.75 points, or 2.67%, to 13,031.68.</p><p>Of the 11 major sectors in the S&amp;P 500, 10 closed in negative territory, with consumer discretionary    down most.</p><p>Energy&nbsp;was the sole gainer, advancing 0.1%, boosted by rising crude prices.</p><p>Market-leading mega-caps, including Amazon.com Inc, Apple Inc, Alphabet In, Microsoft Corp&nbsp;and Tesla Inc, fell between 2% and 3% as investors shied away from what many feel are stretched valuations.</p><p>\"The CPI number being stronger than expected has led to further weakness in tech stocks,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. \"Tech investors are concerned that higher rates are going to lead to multiple compression and less attractive valuations for tech names in a higher rate environment.\"</p><p>The CBOE Volatility index   , a gauge of market anxiety, close at 27.64, its highest level since March 4.</p><p>Online dating platform Bumble Inc    gained in after-hours trading after posting quarterly results.</p><p>First-quarter earnings season is on the wane, with 456 constituents of the S&amp;P 500 having reported. Of those, 86.8% have beaten consensus estimates, according to Refinitiv IBES.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 6.05-to-1 ratio; on Nasdaq, a 3.84-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 118 new lows.</p><p>Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.44 billion average over the last 20 trading days.</p><p><b><i>Financial&nbsp;Report</i></b></p><p><a href=\"https://laohu8.com/NW/2135975610\" target=\"_blank\">AppLovin stock wobbles following first public quarterly results</a></p><p><a href=\"https://laohu8.com/NW/2135361078\" target=\"_blank\">Wish stock plunges after earnings, is more than half off the IPO price</a></p><p><a href=\"https://laohu8.com/NW/2135610373\" target=\"_blank\">Poshmark Q1 sales rise 42%, but stock tanks after hours</a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nWall Street ends with broad sell-off on spiking inflation fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-13 04:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* U.S. consumer prices jump most since June 2009</p><p>* Megacap growth stocks weigh heaviest</p><p>* Energy shares gain as crude climbs</p><p>* Indexes down: Dow 1.99%, S&amp;P 2.14%, Nasdaq 2.67%</p><p>NEW YORK, May 12 (Reuters) - Wall Street closed lower on Wednesday with the S&amp;P suffering its biggest <a href=\"https://laohu8.com/S/AONE\">one</a>-day percentage drop since February, as inflation data fueled concerns over whether interest rate hikes from the Fed could happen sooner than anticipated.</p><p>All three major U.S. stock indexes ended the session deep in the red following the Labor Department's April consumer prices report, which showed the biggest rise in nearly 12 years.</p><p>The report was hotly anticipated by market participants who have grown increasingly worried over whether current price jumps will defy the U.S. Federal Reserve's reassurances by morphing into long-term inflation.</p><p>But pent-up demand from consumers flush with stimulus and savings is colliding with a supply drought, sending commodity prices spiking, while a labor shortage drives wages higher.</p><p>\"The topic on everyone's mind is obviously inflation,\" said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. \"It's something the (Fed) has been looking for and they're finally getting their wish.\"</p><p>\"The question is how long will its fires run hot before starting to simmer?\"</p><p>That concern is shared by Stuart Cole, head macro economist at Equiti Capital in London.</p><p>\"Going forward, the big question is just how long can the Fed maintain its dovish stance in opposition to the markets,\" Cole said. \"Particularly if companies begin raising wages to encourage unemployed labor back into the workforce, in turn driving a large hole in the Fed’s transitory inflation argument.\"</p><p>Core consumer prices <a href=\"https://laohu8.com/S/CPI.UK\">$(CPI.UK)$</a>, which exclude volatile food and energy items, grew at 3% year-on-year, shooting above the central bank's average annual 2% inflation growth target.</p><p>The Dow Jones Industrial Averagefell 681.5 points, or 1.99%, to 33,587.66, the S&amp;P 500    lost 89.06 points, or 2.14%, to 4,063.04 and the Nasdaq Composite    dropped 357.75 points, or 2.67%, to 13,031.68.</p><p>Of the 11 major sectors in the S&amp;P 500, 10 closed in negative territory, with consumer discretionary    down most.</p><p>Energy&nbsp;was the sole gainer, advancing 0.1%, boosted by rising crude prices.</p><p>Market-leading mega-caps, including Amazon.com Inc, Apple Inc, Alphabet In, Microsoft Corp&nbsp;and Tesla Inc, fell between 2% and 3% as investors shied away from what many feel are stretched valuations.</p><p>\"The CPI number being stronger than expected has led to further weakness in tech stocks,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. \"Tech investors are concerned that higher rates are going to lead to multiple compression and less attractive valuations for tech names in a higher rate environment.\"</p><p>The CBOE Volatility index   , a gauge of market anxiety, close at 27.64, its highest level since March 4.</p><p>Online dating platform Bumble Inc    gained in after-hours trading after posting quarterly results.</p><p>First-quarter earnings season is on the wane, with 456 constituents of the S&amp;P 500 having reported. Of those, 86.8% have beaten consensus estimates, according to Refinitiv IBES.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 6.05-to-1 ratio; on Nasdaq, a 3.84-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 118 new lows.</p><p>Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.44 billion average over the last 20 trading days.</p><p><b><i>Financial&nbsp;Report</i></b></p><p><a href=\"https://laohu8.com/NW/2135975610\" target=\"_blank\">AppLovin stock wobbles following first public quarterly results</a></p><p><a href=\"https://laohu8.com/NW/2135361078\" target=\"_blank\">Wish stock plunges after earnings, is more than half off the IPO price</a></p><p><a href=\"https://laohu8.com/NW/2135610373\" target=\"_blank\">Poshmark Q1 sales rise 42%, but stock tanks after hours</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135584610","content_text":"* U.S. consumer prices jump most since June 2009* Megacap growth stocks weigh heaviest* Energy shares gain as crude climbs* Indexes down: Dow 1.99%, S&P 2.14%, Nasdaq 2.67%NEW YORK, May 12 (Reuters) - Wall Street closed lower on Wednesday with the S&P suffering its biggest one-day percentage drop since February, as inflation data fueled concerns over whether interest rate hikes from the Fed could happen sooner than anticipated.All three major U.S. stock indexes ended the session deep in the red following the Labor Department's April consumer prices report, which showed the biggest rise in nearly 12 years.The report was hotly anticipated by market participants who have grown increasingly worried over whether current price jumps will defy the U.S. Federal Reserve's reassurances by morphing into long-term inflation.But pent-up demand from consumers flush with stimulus and savings is colliding with a supply drought, sending commodity prices spiking, while a labor shortage drives wages higher.\"The topic on everyone's mind is obviously inflation,\" said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. \"It's something the (Fed) has been looking for and they're finally getting their wish.\"\"The question is how long will its fires run hot before starting to simmer?\"That concern is shared by Stuart Cole, head macro economist at Equiti Capital in London.\"Going forward, the big question is just how long can the Fed maintain its dovish stance in opposition to the markets,\" Cole said. \"Particularly if companies begin raising wages to encourage unemployed labor back into the workforce, in turn driving a large hole in the Fed’s transitory inflation argument.\"Core consumer prices $(CPI.UK)$, which exclude volatile food and energy items, grew at 3% year-on-year, shooting above the central bank's average annual 2% inflation growth target.The Dow Jones Industrial Averagefell 681.5 points, or 1.99%, to 33,587.66, the S&P 500    lost 89.06 points, or 2.14%, to 4,063.04 and the Nasdaq Composite    dropped 357.75 points, or 2.67%, to 13,031.68.Of the 11 major sectors in the S&P 500, 10 closed in negative territory, with consumer discretionary    down most.Energy was the sole gainer, advancing 0.1%, boosted by rising crude prices.Market-leading mega-caps, including Amazon.com Inc, Apple Inc, Alphabet In, Microsoft Corp and Tesla Inc, fell between 2% and 3% as investors shied away from what many feel are stretched valuations.\"The CPI number being stronger than expected has led to further weakness in tech stocks,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. \"Tech investors are concerned that higher rates are going to lead to multiple compression and less attractive valuations for tech names in a higher rate environment.\"The CBOE Volatility index   , a gauge of market anxiety, close at 27.64, its highest level since March 4.Online dating platform Bumble Inc    gained in after-hours trading after posting quarterly results.First-quarter earnings season is on the wane, with 456 constituents of the S&P 500 having reported. Of those, 86.8% have beaten consensus estimates, according to Refinitiv IBES.Declining issues outnumbered advancing ones on the NYSE by a 6.05-to-1 ratio; on Nasdaq, a 3.84-to-1 ratio favored decliners.The S&P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 118 new lows.Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.44 billion average over the last 20 trading days.Financial ReportAppLovin stock wobbles following first public quarterly resultsWish stock plunges after earnings, is more than half off the IPO pricePoshmark Q1 sales rise 42%, but stock tanks after hours","news_type":1},"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107171864,"gmtCreate":1620458336058,"gmtModify":1704344044524,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"Pls like and comments. Thanks.","listText":"Pls like and comments. Thanks.","text":"Pls like and comments. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/107171864","repostId":"1173129939","repostType":4,"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107147597,"gmtCreate":1620458013319,"gmtModify":1704344038951,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/107147597","repostId":"1140579879","repostType":4,"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356492036,"gmtCreate":1616804604725,"gmtModify":1704799188376,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356492036","repostId":"1114428323","repostType":4,"repost":{"id":"1114428323","kind":"news","pubTimestamp":1616771427,"share":"https://ttm.financial/m/news/1114428323?lang=&edition=fundamental","pubTime":"2021-03-26 23:10","market":"us","language":"en","title":"Top 10 Undervalued Income Stocks For 2021 - Value Beats Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1114428323","media":"seekingalpha","summary":"At the end of 2020, we showcased a list of 10 undervalued income stocks for 2021. Looking back, we see that the performance, on average, has been great so far.In this report, we examine the reasons for that and will look at whether all 10 are still strong buys today.In some cases, the opportunity is even better now, in others, it may be time to lock in some gains.In the above chart, we see a very clear trend that emerged towards the end of February. The growth-heavy Nasdaq index  started to decl","content":"<p><b>Summary</b></p>\n<ul>\n <li>At the end of 2020, we showcased a list of 10 undervalued income stocks for 2021. Looking back, we see that the performance, on average, has been great so far.</li>\n <li>In this report, we examine the reasons for that and will look at whether all 10 are still strong buys today.</li>\n <li>In some cases, the opportunity is even better now, in others, it may be time to lock in some gains.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2d4b3c6dfc0c9c3580bdfc40f4151fb\" tg-width=\"1536\" tg-height=\"1025\"><span>Photo by VeranikaSmirnaya/iStock via Getty Images</span></p>\n<p>We wrote an article at the end of December in which we showcased 10 attractive income stocks that traded at inexpensive valuations back then. This resulted in a combination of upside potential and above-average income for investors that bought these stocks at the time. In this article, we will look again at the same ten stocks to see what has changed and whether they are all still attractive at current valuations.</p>\n<p><b>Top 10 Value Picks For Dividend Investors</b></p>\n<p>Our choices in&nbsp;our original article&nbsp;included the following 10 stocks:</p>\n<p>- Bristol-Myers Squibb (BMY) and AbbVie (ABBV) in healthcare</p>\n<p>- MPLX (MPLX) and Enterprise Products (EPD) in energy</p>\n<p>- Prudential (PRU) and Citigroup (C) in financials</p>\n<p>- Simon Property Group (SPG) and W. P. Carey (WPC) in real estate</p>\n<p>- AT&amp;T (T) in telecommunication</p>\n<p>- Intel (INTC) in tech</p>\n<p>Looking back one quarter later, we see that shares have performed like this:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/efdd2ae3235c94c5e041ed4f3925d561\" tg-width=\"635\" tg-height=\"555\"><span>Data by YCharts</span></p>\n<p>Year-to-date, they delivered an average return of 12% and a median return of 15%. Contrast this with the year-to-date return of 3% that was delivered by the S&amp;P 500 index (SPY), and we see that our picks clearly outperformed the broad market, delivering 4-5 times the performance enjoyed by those that put their money into the index.</p>\n<p><b>2020 Versus 2021: Growth Versus Value</b></p>\n<p>This was, I believe, partially the result of investing in high-yielding stocks that traded at very inexpensive valuations and were thus undervalued, but the portfolio also benefited from an overall shift in the market's focus.</p>\n<p>2020 was the year of growth stocks, which saw many \"growthy\" tech names generate very attractive gains. The same could be said about EV stocks, renewable stocks, etc., which all flourished last year thanks to an appetite for growth stocks and unprecedented monetary stimulus. In 2021, that has changed to some degree:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a81cfc9a5d54fce53409f7ea5cd0975\" tg-width=\"635\" tg-height=\"470\"><span>Data by YCharts</span></p>\n<p>In the above chart, we see a very clear trend that emerged towards the end of February. The growth-heavy Nasdaq index (NASDAQ:QQQ) started to decline, underperforming the S&amp;P 500 index this year, whereas the less techy, less growth-focused Dow Jones index (NYSEARCA:DIA) has beaten the S&amp;P 500 so far in 2021. Looking at two ETFs that focus on either Value (VTV) or Growth(NYSEARCA:VUG), we see that the value theme clearly has been the winner so far this year, beating all three indexes, whereas the growth-themed ETF is down this year. The good news is that our basket of stocks still easily outperformed the Value ETF, which shows that we seem to have at least some skill when it comes to picking individual stocks (or maybe we got lucky).</p>\n<p><b>Are Those 10 Still Great Buys Today?</b></p>\n<p>Since some of these stocks have moved so much already in the first three months, they may not all be an opportune buy any longer, which is why we will take a quick look at all ten individually.</p>\n<p><b>1. AbbVie</b></p>\n<p>AbbVie was one of our two healthcare picks in the original article. The company combines many positives, including an above-average yield, a low valuation, and steady growth even during the pandemic. AbbVie's most recent quarterly results showcase its outstanding resilience during the current crisis: The company managed to grow its revenues across its portfolio, with Humira, Imbruvica, and its new drugs Skyrizi and Rinvoq&nbsp;showing&nbsp;a strong performance.</p>\n<p>Even better, the company guided earnings above consensus, forecasting earnings per share of $12.40 for the current year. Relative to its share price of $103, this means that shares got even cheaper since our December article, they are now trading for just 8.3 times forward earnings. In short, there is nothing not to like, and I believe that 5.1%-yielding AbbVie is a&nbsp;strong buy.</p>\n<p><b>2. Bristol-Myers Squibb</b></p>\n<p>Bristol-Myers is the other healthcare pick in our original list. Like AbbVie, its shares were very inexpensive in December, and like AbbVie, it has continued to deliver strong operational results. Its most recent quarterly update included a 39% revenue growth rate compared to the previous year's quarter. This was impacted by one-time items from the Celgene takeover, but even adjusted for that, revenue growth came in at a strong 10% year over year.</p>\n<p>Like AbbVie, Bristol-Myers has also increased its earnings per share guidance for 2021, now forecasting profits of ~$7.30&nbsp;per share. Since shares are essentially flat since the beginning of the year, investors get an even better deal right now in terms of Bristol-Myers' valuation, which stands at 8.3 times net profits right now. Bristol-Myers is also one of the stocks Berkshire Hathaway (BRK.A)(BRK.B)&nbsp;has continued to add to&nbsp;in the most recent quarter, which indicates that this is indeed a strong pick for value investors.</p>\n<p><b>3. MPLX</b></p>\n<p>MPLX is a natural gas midstream player that offered a great income yield in December, at almost 13%. On top of that, shares were very inexpensive, trading at a distributable cash flow yield of almost 19%.</p>\n<p>Like many other energy-related names, MPLX has performed very well in Q1, delivering a performance of almost 20% in three months. Nevertheless, shares are not at all expensive, trading at a single-digit<i>earnings</i>multiple - even though earnings are generally a lot lower than cash flows for pipeline companies due to non-cash depreciation charges. Management believes that the company will have ample surplus cash this year, even after making its hefty dividend payments.</p>\n<p>Its CEO stated that shares are undervalued and that the company will likely do&nbsp;buybacks&nbsp;this year, which is a major positive. This will not only be highly accretive thanks to the low valuation shares are trading at, but should also further support the price. Shares are a less outstanding buy compared to December (or&nbsp;earlier in 2020), but they still look very compelling, we believe. They also still offer a very attractive dividend yield of 11% at today's price.</p>\n<p><b>4. Enterprise Products</b></p>\n<p>Like MPLX, Enterprise Products has performed well so far this year, on the back of enthusiasm for energy-related names. Its profits and cash flows are not really tied to the price of oil, but the market still bid up shares in recent months. The same had been true in 2020 when shares were sold off in tandem with other energy names, even though Enterprise Products' cash flows were not really impacted by lower oil prices.</p>\n<p>Shares are up by double-digits so far this year, but Enterprise Products' shares are not at all expensive. Considering that shares are trading at just around 7 times this year's distributable cash flows, while shares offer a dividend yield of 8.1%, makes us believe that this is still a strong pick for income investors. The fact that management has been buying back shares is another tailwind that could gain relevance as growth spending slows down, which should free up more money for buybacks going forward. We thus&nbsp;still like Enterprise Products&nbsp;as a high-quality midstream company at current prices.</p>\n<p><b>5. Prudential Financial</b></p>\n<p>This insurer has had a very solid 2020 and seeks to generate even stronger profits this year. Shares are up by double-digits so far this year but do not look expensive. With current forecasts seeing the company earn about $11.50 per share this year, and even more next year, shares trade at a ~8 times forward earnings multiple right now. The company continues to reward shareholders handsomely, as Prudential has raised its dividend by 5% in February.</p>\n<p>At current prices, the stock yields 5.1%, which is quite attractive in a low-yield world. Management plans to return a total of $10 billion to the company's owners through 2023, which equates to shareholder returns in the 10% range. Investors can thus count on more dividend increases down the road, coupled with some buybacks that will be quite accretive as long as shares continue to trade at an inexpensive valuation. Shares were a better buy in December, but they still look solid today.</p>\n<p><b>6. Citigroup</b></p>\n<p>Citigroup was the only bank on our list, and I mainly chose it over peers due to its below-average valuation and above-average dividend yield. 2021 has been great for bank stocks so far, due to an overall shift to value stocks, combined with rising interest spreads that are beneficial for banks' earnings.</p>\n<p>Shares rose by double-digits so far this year, hitting a high of $76 about two weeks ago. At that price, shares were trading above tangible book value, which stands at $73.80 right now, which is why I sold part of my position in the mid-$70s. Nevertheless, I did not sell my entire stake, as I feel that shares could rise above that level at some point in 2021, even though they have pulled back a little for now.</p>\n<p>The fact that banks are allowed to return more capital to their owners this year could become a catalyst for share price gains in 2021, as Citigroup will likely seek to increase its dividend and ramp up share repurchases. Trading marginally below tangible book value and at around 10 times this year's earnings, Citigroup is not at all expensive, although also not an absolute bargain any longer. I am moderately bullish, but wouldn't buy more at current valuations.</p>\n<p><b>7. Simon Property</b></p>\n<p>Simon Property is the leading mall player in the US, especially following the close of its acquisition of Taubman. The company had a harsh 2020, but its assets will, we believe, remain in use for a long time. High-quality malls in major metropolitan areas will not lose their value due to online shopping, as retail space can be used for more experimental retail, restaurants, bars, co-working spaces, hotels, and so on.</p>\n<p>This was our thesis throughout 2020, which is why we were very bullish on the stock when it traded at ultra-low valuations last year. In 2021, shares have, so far, returned almost 30%, as the market is increasingly realizing that the pandemic was not the end for high-quality retail real estate such as the properties that Simon Property owns. Shares breached $120 earlier in March but have pulled back a little for now.</p>\n<p>Trading at ~11 times this year's FFO, Simon Property is not an absolute bargain stock any longer. I personally believe that shares will rise back towards pre-crisis levels of $150+ eventually, but that may take some time, and there is not necessarily massive upside left in 2021. I continue to hold my Simon Property position and am bullish with a long-term view, but the best time to add this stock wasin 2020 when it traded at double-digits.</p>\n<p><b>8. W. P. Carey</b></p>\n<p>Unlike Simon Property, W. P. Carey has not risen a lot this year. Instead, shares are down slightly, potentially due to the fact that real estate investors moved towards more cyclical picks in the sector for the reopening trade. W. P. Carey is a rock-solid, low-risk income stock that offers a yield of 6.0% right here and that trades at 15 times forward FFO. This is an above-average valuation compared to the other stocks in this list, but that seems justified based on the fact that W. P. Carey has always traded at higher valuations than most of these stocks.</p>\n<p>As income investors can still not generate attractive yields from bonds, they will, I believe, eventually flock back towards low-risk REITs such as W. P. Carey or Realty Income (O), which could propel shares of these companies back to pre-crisis levels. In W. P. Carey's case, they traded at around $90 before the pandemic, which equates to a yield of around 4.5%. A recovery to that level does not seem unrealistic, I believe, which is why I continue to see W. P. Carey as a moderate-return, low-risk stock, which makes it attractive from a risk-to-reward perspective.</p>\n<p><b>9. AT&amp;T</b></p>\n<p>AT&amp;T remains a battleground stock, with bulls touting the undervaluation and potential in streaming, while bears focus on the high debt load. We do not see AT&amp;T as an extremely-high-quality pick, but the company's shares offer a solid yield of almost 7% and current management seems to have the right focus. Plans to monetize non-core assets, including DirecTV, are great, and the company plans to deleverage meaningfully over the coming years. AT&amp;T is not a high-growth company and will not turn into one, but the fact that the performance of HBO Max has&nbsp;beaten management's expectations&nbsp;is a positive for sure. At less than 10 times net profits, AT&amp;T remains quite inexpensive and if management executes on its plans, shares could deliver quite solid returns over the coming years.</p>\n<p><b>10. Intel</b></p>\n<p>Intel is a somewhat weird stock - the company executes well and grows steadily, but its shares see big swings up and down depending on whether investors are focusing on positive news items or negative news items at the moment. So far this year, they seem to do the prior, as shares have risen by 25% in just three months. This can't be explained by the underlying operational performance, which has been solid but didn't include growth of 20%+. Instead, the market is currently liking Intel's stock based on recent news such as a new CEO and plans to invest heavily to grow production capacity.</p>\n<p>I think the best time to buy Intel's shares is when the market is&nbsp;focusing on the bad news, whereas one may want to lock in gains when shares are trading at the top end of the recent valuation range. At 13.5 times forward earnings, Intel's shares trade at a premium to the median earnings multiple they have traded at over the last couple of years, thus I wouldn't buy here. Instead, locking in gains in the high $60s seemed like an opportune choice. I wouldn't be too surprised if shares fell back towards the mid-$50s or lower at some point during this year.</p>\n<p><b>Takeaway</b></p>\n<p>Our picks for 2020 have done very well so far, easily beating the market and even purely value-focused ETFs. However, not all of these stocks are necessarily still a great buy. I personally wouldn't buy Intel now, as the stock has already delivered easily more than 20% this year, and is trading at the higher end of the recent valuation range. On the other hand, some of our picks, such as AbbVie or W. P. Carey, are still priced very favorably and may even be a better buy right now compared to the beginning of the year.</p>\n<p>We welcome you to share your comments on the above stocks, as well as your picks for the remainder of 2021!</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top 10 Undervalued Income Stocks For 2021 - Value Beats Growth</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\">\nTop 10 Undervalued Income Stocks For 2021 - Value Beats Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4416178-top-10-undervalued-income-stocks-for-2021-value-beats-growth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAt the end of 2020, we showcased a list of 10 undervalued income stocks for 2021. Looking back, we see that the performance, on average, has been great so far.\nIn this report, we examine the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4416178-top-10-undervalued-income-stocks-for-2021-value-beats-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABBV":"艾伯维公司","SPG":"西蒙地产","MPLX":"MPLX LP","BMY":"施贵宝","INTC":"英特尔","T":"美国电话电报","EPD":"Enterprise Products Partners L.P","C":"花旗","WPC":"W. P. Carey Inc","PFH":"Prudential Financial Inc"},"source_url":"https://seekingalpha.com/article/4416178-top-10-undervalued-income-stocks-for-2021-value-beats-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1114428323","content_text":"Summary\n\nAt the end of 2020, we showcased a list of 10 undervalued income stocks for 2021. Looking back, we see that the performance, on average, has been great so far.\nIn this report, we examine the reasons for that and will look at whether all 10 are still strong buys today.\nIn some cases, the opportunity is even better now, in others, it may be time to lock in some gains.\n\nPhoto by VeranikaSmirnaya/iStock via Getty Images\nWe wrote an article at the end of December in which we showcased 10 attractive income stocks that traded at inexpensive valuations back then. This resulted in a combination of upside potential and above-average income for investors that bought these stocks at the time. In this article, we will look again at the same ten stocks to see what has changed and whether they are all still attractive at current valuations.\nTop 10 Value Picks For Dividend Investors\nOur choices in our original article included the following 10 stocks:\n- Bristol-Myers Squibb (BMY) and AbbVie (ABBV) in healthcare\n- MPLX (MPLX) and Enterprise Products (EPD) in energy\n- Prudential (PRU) and Citigroup (C) in financials\n- Simon Property Group (SPG) and W. P. Carey (WPC) in real estate\n- AT&T (T) in telecommunication\n- Intel (INTC) in tech\nLooking back one quarter later, we see that shares have performed like this:\nData by YCharts\nYear-to-date, they delivered an average return of 12% and a median return of 15%. Contrast this with the year-to-date return of 3% that was delivered by the S&P 500 index (SPY), and we see that our picks clearly outperformed the broad market, delivering 4-5 times the performance enjoyed by those that put their money into the index.\n2020 Versus 2021: Growth Versus Value\nThis was, I believe, partially the result of investing in high-yielding stocks that traded at very inexpensive valuations and were thus undervalued, but the portfolio also benefited from an overall shift in the market's focus.\n2020 was the year of growth stocks, which saw many \"growthy\" tech names generate very attractive gains. The same could be said about EV stocks, renewable stocks, etc., which all flourished last year thanks to an appetite for growth stocks and unprecedented monetary stimulus. In 2021, that has changed to some degree:\nData by YCharts\nIn the above chart, we see a very clear trend that emerged towards the end of February. The growth-heavy Nasdaq index (NASDAQ:QQQ) started to decline, underperforming the S&P 500 index this year, whereas the less techy, less growth-focused Dow Jones index (NYSEARCA:DIA) has beaten the S&P 500 so far in 2021. Looking at two ETFs that focus on either Value (VTV) or Growth(NYSEARCA:VUG), we see that the value theme clearly has been the winner so far this year, beating all three indexes, whereas the growth-themed ETF is down this year. The good news is that our basket of stocks still easily outperformed the Value ETF, which shows that we seem to have at least some skill when it comes to picking individual stocks (or maybe we got lucky).\nAre Those 10 Still Great Buys Today?\nSince some of these stocks have moved so much already in the first three months, they may not all be an opportune buy any longer, which is why we will take a quick look at all ten individually.\n1. AbbVie\nAbbVie was one of our two healthcare picks in the original article. The company combines many positives, including an above-average yield, a low valuation, and steady growth even during the pandemic. AbbVie's most recent quarterly results showcase its outstanding resilience during the current crisis: The company managed to grow its revenues across its portfolio, with Humira, Imbruvica, and its new drugs Skyrizi and Rinvoq showing a strong performance.\nEven better, the company guided earnings above consensus, forecasting earnings per share of $12.40 for the current year. Relative to its share price of $103, this means that shares got even cheaper since our December article, they are now trading for just 8.3 times forward earnings. In short, there is nothing not to like, and I believe that 5.1%-yielding AbbVie is a strong buy.\n2. Bristol-Myers Squibb\nBristol-Myers is the other healthcare pick in our original list. Like AbbVie, its shares were very inexpensive in December, and like AbbVie, it has continued to deliver strong operational results. Its most recent quarterly update included a 39% revenue growth rate compared to the previous year's quarter. This was impacted by one-time items from the Celgene takeover, but even adjusted for that, revenue growth came in at a strong 10% year over year.\nLike AbbVie, Bristol-Myers has also increased its earnings per share guidance for 2021, now forecasting profits of ~$7.30 per share. Since shares are essentially flat since the beginning of the year, investors get an even better deal right now in terms of Bristol-Myers' valuation, which stands at 8.3 times net profits right now. Bristol-Myers is also one of the stocks Berkshire Hathaway (BRK.A)(BRK.B) has continued to add to in the most recent quarter, which indicates that this is indeed a strong pick for value investors.\n3. MPLX\nMPLX is a natural gas midstream player that offered a great income yield in December, at almost 13%. On top of that, shares were very inexpensive, trading at a distributable cash flow yield of almost 19%.\nLike many other energy-related names, MPLX has performed very well in Q1, delivering a performance of almost 20% in three months. Nevertheless, shares are not at all expensive, trading at a single-digitearningsmultiple - even though earnings are generally a lot lower than cash flows for pipeline companies due to non-cash depreciation charges. Management believes that the company will have ample surplus cash this year, even after making its hefty dividend payments.\nIts CEO stated that shares are undervalued and that the company will likely do buybacks this year, which is a major positive. This will not only be highly accretive thanks to the low valuation shares are trading at, but should also further support the price. Shares are a less outstanding buy compared to December (or earlier in 2020), but they still look very compelling, we believe. They also still offer a very attractive dividend yield of 11% at today's price.\n4. Enterprise Products\nLike MPLX, Enterprise Products has performed well so far this year, on the back of enthusiasm for energy-related names. Its profits and cash flows are not really tied to the price of oil, but the market still bid up shares in recent months. The same had been true in 2020 when shares were sold off in tandem with other energy names, even though Enterprise Products' cash flows were not really impacted by lower oil prices.\nShares are up by double-digits so far this year, but Enterprise Products' shares are not at all expensive. Considering that shares are trading at just around 7 times this year's distributable cash flows, while shares offer a dividend yield of 8.1%, makes us believe that this is still a strong pick for income investors. The fact that management has been buying back shares is another tailwind that could gain relevance as growth spending slows down, which should free up more money for buybacks going forward. We thus still like Enterprise Products as a high-quality midstream company at current prices.\n5. Prudential Financial\nThis insurer has had a very solid 2020 and seeks to generate even stronger profits this year. Shares are up by double-digits so far this year but do not look expensive. With current forecasts seeing the company earn about $11.50 per share this year, and even more next year, shares trade at a ~8 times forward earnings multiple right now. The company continues to reward shareholders handsomely, as Prudential has raised its dividend by 5% in February.\nAt current prices, the stock yields 5.1%, which is quite attractive in a low-yield world. Management plans to return a total of $10 billion to the company's owners through 2023, which equates to shareholder returns in the 10% range. Investors can thus count on more dividend increases down the road, coupled with some buybacks that will be quite accretive as long as shares continue to trade at an inexpensive valuation. Shares were a better buy in December, but they still look solid today.\n6. Citigroup\nCitigroup was the only bank on our list, and I mainly chose it over peers due to its below-average valuation and above-average dividend yield. 2021 has been great for bank stocks so far, due to an overall shift to value stocks, combined with rising interest spreads that are beneficial for banks' earnings.\nShares rose by double-digits so far this year, hitting a high of $76 about two weeks ago. At that price, shares were trading above tangible book value, which stands at $73.80 right now, which is why I sold part of my position in the mid-$70s. Nevertheless, I did not sell my entire stake, as I feel that shares could rise above that level at some point in 2021, even though they have pulled back a little for now.\nThe fact that banks are allowed to return more capital to their owners this year could become a catalyst for share price gains in 2021, as Citigroup will likely seek to increase its dividend and ramp up share repurchases. Trading marginally below tangible book value and at around 10 times this year's earnings, Citigroup is not at all expensive, although also not an absolute bargain any longer. I am moderately bullish, but wouldn't buy more at current valuations.\n7. Simon Property\nSimon Property is the leading mall player in the US, especially following the close of its acquisition of Taubman. The company had a harsh 2020, but its assets will, we believe, remain in use for a long time. High-quality malls in major metropolitan areas will not lose their value due to online shopping, as retail space can be used for more experimental retail, restaurants, bars, co-working spaces, hotels, and so on.\nThis was our thesis throughout 2020, which is why we were very bullish on the stock when it traded at ultra-low valuations last year. In 2021, shares have, so far, returned almost 30%, as the market is increasingly realizing that the pandemic was not the end for high-quality retail real estate such as the properties that Simon Property owns. Shares breached $120 earlier in March but have pulled back a little for now.\nTrading at ~11 times this year's FFO, Simon Property is not an absolute bargain stock any longer. I personally believe that shares will rise back towards pre-crisis levels of $150+ eventually, but that may take some time, and there is not necessarily massive upside left in 2021. I continue to hold my Simon Property position and am bullish with a long-term view, but the best time to add this stock wasin 2020 when it traded at double-digits.\n8. W. P. Carey\nUnlike Simon Property, W. P. Carey has not risen a lot this year. Instead, shares are down slightly, potentially due to the fact that real estate investors moved towards more cyclical picks in the sector for the reopening trade. W. P. Carey is a rock-solid, low-risk income stock that offers a yield of 6.0% right here and that trades at 15 times forward FFO. This is an above-average valuation compared to the other stocks in this list, but that seems justified based on the fact that W. P. Carey has always traded at higher valuations than most of these stocks.\nAs income investors can still not generate attractive yields from bonds, they will, I believe, eventually flock back towards low-risk REITs such as W. P. Carey or Realty Income (O), which could propel shares of these companies back to pre-crisis levels. In W. P. Carey's case, they traded at around $90 before the pandemic, which equates to a yield of around 4.5%. A recovery to that level does not seem unrealistic, I believe, which is why I continue to see W. P. Carey as a moderate-return, low-risk stock, which makes it attractive from a risk-to-reward perspective.\n9. AT&T\nAT&T remains a battleground stock, with bulls touting the undervaluation and potential in streaming, while bears focus on the high debt load. We do not see AT&T as an extremely-high-quality pick, but the company's shares offer a solid yield of almost 7% and current management seems to have the right focus. Plans to monetize non-core assets, including DirecTV, are great, and the company plans to deleverage meaningfully over the coming years. AT&T is not a high-growth company and will not turn into one, but the fact that the performance of HBO Max has beaten management's expectations is a positive for sure. At less than 10 times net profits, AT&T remains quite inexpensive and if management executes on its plans, shares could deliver quite solid returns over the coming years.\n10. Intel\nIntel is a somewhat weird stock - the company executes well and grows steadily, but its shares see big swings up and down depending on whether investors are focusing on positive news items or negative news items at the moment. So far this year, they seem to do the prior, as shares have risen by 25% in just three months. This can't be explained by the underlying operational performance, which has been solid but didn't include growth of 20%+. Instead, the market is currently liking Intel's stock based on recent news such as a new CEO and plans to invest heavily to grow production capacity.\nI think the best time to buy Intel's shares is when the market is focusing on the bad news, whereas one may want to lock in gains when shares are trading at the top end of the recent valuation range. At 13.5 times forward earnings, Intel's shares trade at a premium to the median earnings multiple they have traded at over the last couple of years, thus I wouldn't buy here. Instead, locking in gains in the high $60s seemed like an opportune choice. I wouldn't be too surprised if shares fell back towards the mid-$50s or lower at some point during this year.\nTakeaway\nOur picks for 2020 have done very well so far, easily beating the market and even purely value-focused ETFs. However, not all of these stocks are necessarily still a great buy. I personally wouldn't buy Intel now, as the stock has already delivered easily more than 20% this year, and is trading at the higher end of the recent valuation range. On the other hand, some of our picks, such as AbbVie or W. P. Carey, are still priced very favorably and may even be a better buy right now compared to the beginning of the year.\nWe welcome you to share your comments on the above stocks, as well as your picks for the remainder of 2021!","news_type":1},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356491225,"gmtCreate":1616804420567,"gmtModify":1704799184968,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356491225","repostId":"1155582622","repostType":2,"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":887024914,"gmtCreate":1631947247538,"gmtModify":1676530676365,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>[Cry]&nbsp;","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>[Cry]&nbsp;","text":"$Zoom(ZM)$[Cry]","images":[{"img":"https://static.tigerbbs.com/7a3a111ab000b5ce28878329eca15021","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/887024914","isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":833653153,"gmtCreate":1629241873072,"gmtModify":1676529973708,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/833653153","repostId":"1143572790","repostType":4,"repost":{"id":"1143572790","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629090926,"share":"https://ttm.financial/m/news/1143572790?lang=&edition=fundamental","pubTime":"2021-08-16 13:15","market":"us","language":"en","title":"Cathie Wood's Ark Adds Another $29M To Palantir Stake After Q2 Earnings Beat, Buys DraftKings On Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1143572790","media":"Benzinga","summary":"Cathie Wood-led Ark Invest on Friday snapped up 1.156 million shares — estimated to be worth about $","content":"<p><b>Cathie Wood</b>-led Ark Invest on Friday snapped up 1.156 million shares — estimated to be worth about $28.78 million — in&nbsp;<b>Palantir Technologies Inc</b>.</p>\n<p>Palantir shares closed marginally higher at $24.90 on Friday, just a day after they soared more than 11% as the&nbsp;<b>Peter Thiel</b>-co-founded&nbsp;data analytics firm beat Wall Street expectations for the second quarter earnings and gave an upbeat guidance for the current quarter.</p>\n<p>The New York-based investment firm owns Palantir via all of its six active exchange traded funds but deployed&nbsp;<b>Ark Innovation ETF</b>&nbsp;on Friday to buy shares in Palantir.</p>\n<p>The latest buy lifted the consolidated position via the six ETFs to 32 million Palantir shares, worth $798.48 million, as of Friday’s trades.</p>\n<p>The popular investment firm best known for bets in&nbsp;<b>Tesla Inc</b>&nbsp;also snapped up 10,996 shares — estimated to be worth about $588,286 — in&nbsp;<b>DraftKings Inc</b>&nbsp;on the dip.</p>\n<p>DraftKings shares closed 2.03% to $53.50 on Friday.</p>\n<p>Ark Invest investment deployed&nbsp;<b>Ark Fintech Innovation ETF</b>&nbsp;to buy shares in DraftKings on Friday but also owns positions in the online sports betting company via ARKK and the&nbsp;<b>Ark Next Generation Internet ETF</b>.</p>\n<p>The three ETFs held 13.89 million shares, estimated to be worth $758.82 million, in DraftKings, as of Friday’s trades.</p>\n<p>Some of the other key Ark sells on Friday included&nbsp;<b>Seer Inc</b>, which it bought via the&nbsp;<b>Ark Genomic Revolution ETF</b>&nbsp;and buys included&nbsp;<b>Markforged Holding Corp</b>&nbsp;the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Ark Adds Another $29M To Palantir Stake After Q2 Earnings Beat, Buys DraftKings On Dip</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's Ark Adds Another $29M To Palantir Stake After Q2 Earnings Beat, Buys DraftKings On Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-16 13:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Cathie Wood</b>-led Ark Invest on Friday snapped up 1.156 million shares — estimated to be worth about $28.78 million — in&nbsp;<b>Palantir Technologies Inc</b>.</p>\n<p>Palantir shares closed marginally higher at $24.90 on Friday, just a day after they soared more than 11% as the&nbsp;<b>Peter Thiel</b>-co-founded&nbsp;data analytics firm beat Wall Street expectations for the second quarter earnings and gave an upbeat guidance for the current quarter.</p>\n<p>The New York-based investment firm owns Palantir via all of its six active exchange traded funds but deployed&nbsp;<b>Ark Innovation ETF</b>&nbsp;on Friday to buy shares in Palantir.</p>\n<p>The latest buy lifted the consolidated position via the six ETFs to 32 million Palantir shares, worth $798.48 million, as of Friday’s trades.</p>\n<p>The popular investment firm best known for bets in&nbsp;<b>Tesla Inc</b>&nbsp;also snapped up 10,996 shares — estimated to be worth about $588,286 — in&nbsp;<b>DraftKings Inc</b>&nbsp;on the dip.</p>\n<p>DraftKings shares closed 2.03% to $53.50 on Friday.</p>\n<p>Ark Invest investment deployed&nbsp;<b>Ark Fintech Innovation ETF</b>&nbsp;to buy shares in DraftKings on Friday but also owns positions in the online sports betting company via ARKK and the&nbsp;<b>Ark Next Generation Internet ETF</b>.</p>\n<p>The three ETFs held 13.89 million shares, estimated to be worth $758.82 million, in DraftKings, as of Friday’s trades.</p>\n<p>Some of the other key Ark sells on Friday included&nbsp;<b>Seer Inc</b>, which it bought via the&nbsp;<b>Ark Genomic Revolution ETF</b>&nbsp;and buys included&nbsp;<b>Markforged Holding Corp</b>&nbsp;the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","ARKG":"ARK Genomic Revolution ETF","ARKF":"ARK Fintech Innovation ETF","PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143572790","content_text":"Cathie Wood-led Ark Invest on Friday snapped up 1.156 million shares — estimated to be worth about $28.78 million — in Palantir Technologies Inc.\nPalantir shares closed marginally higher at $24.90 on Friday, just a day after they soared more than 11% as the Peter Thiel-co-founded data analytics firm beat Wall Street expectations for the second quarter earnings and gave an upbeat guidance for the current quarter.\nThe New York-based investment firm owns Palantir via all of its six active exchange traded funds but deployed Ark Innovation ETF on Friday to buy shares in Palantir.\nThe latest buy lifted the consolidated position via the six ETFs to 32 million Palantir shares, worth $798.48 million, as of Friday’s trades.\nThe popular investment firm best known for bets in Tesla Inc also snapped up 10,996 shares — estimated to be worth about $588,286 — in DraftKings Inc on the dip.\nDraftKings shares closed 2.03% to $53.50 on Friday.\nArk Invest investment deployed Ark Fintech Innovation ETF to buy shares in DraftKings on Friday but also owns positions in the online sports betting company via ARKK and the Ark Next Generation Internet ETF.\nThe three ETFs held 13.89 million shares, estimated to be worth $758.82 million, in DraftKings, as of Friday’s trades.\nSome of the other key Ark sells on Friday included Seer Inc, which it bought via the Ark Genomic Revolution ETF and buys included Markforged Holding Corp the Ark Autonomous Technology & Robotics ETF.","news_type":1},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191265437,"gmtCreate":1620881769229,"gmtModify":1704349846359,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191265437","repostId":"2135584610","repostType":4,"repost":{"id":"2135584610","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1620850937,"share":"https://ttm.financial/m/news/2135584610?lang=&edition=fundamental","pubTime":"2021-05-13 04:22","market":"us","language":"en","title":"Wall Street ends with broad sell-off on spiking inflation fears","url":"https://stock-news.laohu8.com/highlight/detail?id=2135584610","media":"Reuters","summary":"* Indexes down: Dow 1.99%, S&P 2.14%, Nasdaq 2.67%. NEW YORK, May 12  - Wall Street closed lower on Wednesday with the S&P suffering its biggest $one$-day percentage drop since February, as inflation data fueled concerns over whether interest rate hikes from the Fed could happen sooner than anticipated.All three major U.S. stock indexes ended the session deep in the red following the Labor Department's April consumer prices report, which showed the biggest rise in nearly 12 years.The report was ","content":"<p>* U.S. consumer prices jump most since June 2009</p><p>* Megacap growth stocks weigh heaviest</p><p>* Energy shares gain as crude climbs</p><p>* Indexes down: Dow 1.99%, S&amp;P 2.14%, Nasdaq 2.67%</p><p>NEW YORK, May 12 (Reuters) - Wall Street closed lower on Wednesday with the S&amp;P suffering its biggest <a href=\"https://laohu8.com/S/AONE\">one</a>-day percentage drop since February, as inflation data fueled concerns over whether interest rate hikes from the Fed could happen sooner than anticipated.</p><p>All three major U.S. stock indexes ended the session deep in the red following the Labor Department's April consumer prices report, which showed the biggest rise in nearly 12 years.</p><p>The report was hotly anticipated by market participants who have grown increasingly worried over whether current price jumps will defy the U.S. Federal Reserve's reassurances by morphing into long-term inflation.</p><p>But pent-up demand from consumers flush with stimulus and savings is colliding with a supply drought, sending commodity prices spiking, while a labor shortage drives wages higher.</p><p>\"The topic on everyone's mind is obviously inflation,\" said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. \"It's something the (Fed) has been looking for and they're finally getting their wish.\"</p><p>\"The question is how long will its fires run hot before starting to simmer?\"</p><p>That concern is shared by Stuart Cole, head macro economist at Equiti Capital in London.</p><p>\"Going forward, the big question is just how long can the Fed maintain its dovish stance in opposition to the markets,\" Cole said. \"Particularly if companies begin raising wages to encourage unemployed labor back into the workforce, in turn driving a large hole in the Fed’s transitory inflation argument.\"</p><p>Core consumer prices <a href=\"https://laohu8.com/S/CPI.UK\">$(CPI.UK)$</a>, which exclude volatile food and energy items, grew at 3% year-on-year, shooting above the central bank's average annual 2% inflation growth target.</p><p>The Dow Jones Industrial Averagefell 681.5 points, or 1.99%, to 33,587.66, the S&amp;P 500    lost 89.06 points, or 2.14%, to 4,063.04 and the Nasdaq Composite    dropped 357.75 points, or 2.67%, to 13,031.68.</p><p>Of the 11 major sectors in the S&amp;P 500, 10 closed in negative territory, with consumer discretionary    down most.</p><p>Energy&nbsp;was the sole gainer, advancing 0.1%, boosted by rising crude prices.</p><p>Market-leading mega-caps, including Amazon.com Inc, Apple Inc, Alphabet In, Microsoft Corp&nbsp;and Tesla Inc, fell between 2% and 3% as investors shied away from what many feel are stretched valuations.</p><p>\"The CPI number being stronger than expected has led to further weakness in tech stocks,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. \"Tech investors are concerned that higher rates are going to lead to multiple compression and less attractive valuations for tech names in a higher rate environment.\"</p><p>The CBOE Volatility index   , a gauge of market anxiety, close at 27.64, its highest level since March 4.</p><p>Online dating platform Bumble Inc    gained in after-hours trading after posting quarterly results.</p><p>First-quarter earnings season is on the wane, with 456 constituents of the S&amp;P 500 having reported. Of those, 86.8% have beaten consensus estimates, according to Refinitiv IBES.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 6.05-to-1 ratio; on Nasdaq, a 3.84-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 118 new lows.</p><p>Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.44 billion average over the last 20 trading days.</p><p><b><i>Financial&nbsp;Report</i></b></p><p><a href=\"https://laohu8.com/NW/2135975610\" target=\"_blank\">AppLovin stock wobbles following first public quarterly results</a></p><p><a href=\"https://laohu8.com/NW/2135361078\" target=\"_blank\">Wish stock plunges after earnings, is more than half off the IPO price</a></p><p><a href=\"https://laohu8.com/NW/2135610373\" target=\"_blank\">Poshmark Q1 sales rise 42%, but stock tanks after hours</a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends with broad sell-off on spiking inflation fears</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\">\nWall Street ends with broad sell-off on spiking inflation fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-13 04:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* U.S. consumer prices jump most since June 2009</p><p>* Megacap growth stocks weigh heaviest</p><p>* Energy shares gain as crude climbs</p><p>* Indexes down: Dow 1.99%, S&amp;P 2.14%, Nasdaq 2.67%</p><p>NEW YORK, May 12 (Reuters) - Wall Street closed lower on Wednesday with the S&amp;P suffering its biggest <a href=\"https://laohu8.com/S/AONE\">one</a>-day percentage drop since February, as inflation data fueled concerns over whether interest rate hikes from the Fed could happen sooner than anticipated.</p><p>All three major U.S. stock indexes ended the session deep in the red following the Labor Department's April consumer prices report, which showed the biggest rise in nearly 12 years.</p><p>The report was hotly anticipated by market participants who have grown increasingly worried over whether current price jumps will defy the U.S. Federal Reserve's reassurances by morphing into long-term inflation.</p><p>But pent-up demand from consumers flush with stimulus and savings is colliding with a supply drought, sending commodity prices spiking, while a labor shortage drives wages higher.</p><p>\"The topic on everyone's mind is obviously inflation,\" said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. \"It's something the (Fed) has been looking for and they're finally getting their wish.\"</p><p>\"The question is how long will its fires run hot before starting to simmer?\"</p><p>That concern is shared by Stuart Cole, head macro economist at Equiti Capital in London.</p><p>\"Going forward, the big question is just how long can the Fed maintain its dovish stance in opposition to the markets,\" Cole said. \"Particularly if companies begin raising wages to encourage unemployed labor back into the workforce, in turn driving a large hole in the Fed’s transitory inflation argument.\"</p><p>Core consumer prices <a href=\"https://laohu8.com/S/CPI.UK\">$(CPI.UK)$</a>, which exclude volatile food and energy items, grew at 3% year-on-year, shooting above the central bank's average annual 2% inflation growth target.</p><p>The Dow Jones Industrial Averagefell 681.5 points, or 1.99%, to 33,587.66, the S&amp;P 500    lost 89.06 points, or 2.14%, to 4,063.04 and the Nasdaq Composite    dropped 357.75 points, or 2.67%, to 13,031.68.</p><p>Of the 11 major sectors in the S&amp;P 500, 10 closed in negative territory, with consumer discretionary    down most.</p><p>Energy&nbsp;was the sole gainer, advancing 0.1%, boosted by rising crude prices.</p><p>Market-leading mega-caps, including Amazon.com Inc, Apple Inc, Alphabet In, Microsoft Corp&nbsp;and Tesla Inc, fell between 2% and 3% as investors shied away from what many feel are stretched valuations.</p><p>\"The CPI number being stronger than expected has led to further weakness in tech stocks,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. \"Tech investors are concerned that higher rates are going to lead to multiple compression and less attractive valuations for tech names in a higher rate environment.\"</p><p>The CBOE Volatility index   , a gauge of market anxiety, close at 27.64, its highest level since March 4.</p><p>Online dating platform Bumble Inc    gained in after-hours trading after posting quarterly results.</p><p>First-quarter earnings season is on the wane, with 456 constituents of the S&amp;P 500 having reported. Of those, 86.8% have beaten consensus estimates, according to Refinitiv IBES.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 6.05-to-1 ratio; on Nasdaq, a 3.84-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 118 new lows.</p><p>Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.44 billion average over the last 20 trading days.</p><p><b><i>Financial&nbsp;Report</i></b></p><p><a href=\"https://laohu8.com/NW/2135975610\" target=\"_blank\">AppLovin stock wobbles following first public quarterly results</a></p><p><a href=\"https://laohu8.com/NW/2135361078\" target=\"_blank\">Wish stock plunges after earnings, is more than half off the IPO price</a></p><p><a href=\"https://laohu8.com/NW/2135610373\" target=\"_blank\">Poshmark Q1 sales rise 42%, but stock tanks after hours</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135584610","content_text":"* U.S. consumer prices jump most since June 2009* Megacap growth stocks weigh heaviest* Energy shares gain as crude climbs* Indexes down: Dow 1.99%, S&P 2.14%, Nasdaq 2.67%NEW YORK, May 12 (Reuters) - Wall Street closed lower on Wednesday with the S&P suffering its biggest one-day percentage drop since February, as inflation data fueled concerns over whether interest rate hikes from the Fed could happen sooner than anticipated.All three major U.S. stock indexes ended the session deep in the red following the Labor Department's April consumer prices report, which showed the biggest rise in nearly 12 years.The report was hotly anticipated by market participants who have grown increasingly worried over whether current price jumps will defy the U.S. Federal Reserve's reassurances by morphing into long-term inflation.But pent-up demand from consumers flush with stimulus and savings is colliding with a supply drought, sending commodity prices spiking, while a labor shortage drives wages higher.\"The topic on everyone's mind is obviously inflation,\" said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. \"It's something the (Fed) has been looking for and they're finally getting their wish.\"\"The question is how long will its fires run hot before starting to simmer?\"That concern is shared by Stuart Cole, head macro economist at Equiti Capital in London.\"Going forward, the big question is just how long can the Fed maintain its dovish stance in opposition to the markets,\" Cole said. \"Particularly if companies begin raising wages to encourage unemployed labor back into the workforce, in turn driving a large hole in the Fed’s transitory inflation argument.\"Core consumer prices $(CPI.UK)$, which exclude volatile food and energy items, grew at 3% year-on-year, shooting above the central bank's average annual 2% inflation growth target.The Dow Jones Industrial Averagefell 681.5 points, or 1.99%, to 33,587.66, the S&P 500    lost 89.06 points, or 2.14%, to 4,063.04 and the Nasdaq Composite    dropped 357.75 points, or 2.67%, to 13,031.68.Of the 11 major sectors in the S&P 500, 10 closed in negative territory, with consumer discretionary    down most.Energy was the sole gainer, advancing 0.1%, boosted by rising crude prices.Market-leading mega-caps, including Amazon.com Inc, Apple Inc, Alphabet In, Microsoft Corp and Tesla Inc, fell between 2% and 3% as investors shied away from what many feel are stretched valuations.\"The CPI number being stronger than expected has led to further weakness in tech stocks,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. \"Tech investors are concerned that higher rates are going to lead to multiple compression and less attractive valuations for tech names in a higher rate environment.\"The CBOE Volatility index   , a gauge of market anxiety, close at 27.64, its highest level since March 4.Online dating platform Bumble Inc    gained in after-hours trading after posting quarterly results.First-quarter earnings season is on the wane, with 456 constituents of the S&P 500 having reported. Of those, 86.8% have beaten consensus estimates, according to Refinitiv IBES.Declining issues outnumbered advancing ones on the NYSE by a 6.05-to-1 ratio; on Nasdaq, a 3.84-to-1 ratio favored decliners.The S&P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 118 new lows.Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.44 billion average over the last 20 trading days.Financial ReportAppLovin stock wobbles following first public quarterly resultsWish stock plunges after earnings, is more than half off the IPO pricePoshmark Q1 sales rise 42%, but stock tanks after hours","news_type":1},"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107171864,"gmtCreate":1620458336058,"gmtModify":1704344044524,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"Pls like and comments. Thanks.","listText":"Pls like and comments. Thanks.","text":"Pls like and comments. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/107171864","repostId":"1173129939","repostType":4,"repost":{"id":"1173129939","kind":"news","pubTimestamp":1620452048,"share":"https://ttm.financial/m/news/1173129939?lang=&edition=fundamental","pubTime":"2021-05-08 13:34","market":"hk","language":"en","title":"U.S. auto part makers brace for a bumpy ride as chip shortage to intensify","url":"https://stock-news.laohu8.com/highlight/detail?id=1173129939","media":"Nasdaq","summary":"By Ankit Ajmera\nMay 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major au","content":"<p>By Ankit Ajmera</p>\n<p>May 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major automakers as a global semiconductor chip shortage worsens before easing in the second half of the year and aiding in a partial recovery of lost sales.</p>\n<p>The chip shortage came at an inopportune time for automakers as demand rebounded from pandemic lows due to low interest rates and consumers' preference for personal transport amid the health crisis.</p>\n<p>\"We've embedded a 3% reduction in industry production to factor in what we're anticipating and expecting as further announced downtime that hasn't been publicly announced at this point,\" Lear CorpLEA.NChief Financial Officer Jason Cardew said on Friday.</p>\n<p>\"We have line of sight on a more meaningful reduction (in production) in the second quarter than IHS Markit and others are projecting,\" Cardew said.</p>\n<p>Ford Motor CoF.N, a major customer for Lear and peers including BorgWarnerBWA.Nand Magna InternationalMG.TO, has said the chip shortage would halve its vehicle output in the second quarter.</p>\n<p>Europe's VolkswagenVOWG_p.DE, another customer for the three suppliers, has said it is in \"crisis mode\" over the lack of badly needed automotive chips, with the shortage intensifying and hitting its profits in the second quarter.</p>\n<p>Lear, which makes automotive seating, cut its global vehicle production forecast to a 9% rise, from up to 12% it had predicted at the beginning of the year, while also expecting second-quarter revenue to fall 9% from the first.</p>\n<p>Auto suppliers also cautioned that the pain from the shortage could linger at least until the next year.</p>\n<p>\"We don't expect the supply/demand imbalance to fully recover to normalized levels until 2022,\" said Joseph Massaro, chief financial officer of AptivAPTV.N, a maker of advanced driver assistance systems, vehicle computers and high-voltage cabling.</p>\n<p>Auto suppliers are also grappling with pressure on their margins from rising costs of key inputs such as steel and copper.</p>\n<p>However, many expect to offset some of those costs as automaker customers focus on building higher margin, more profitable pickup trucks and sport utility vehicles.</p>\n<p>\"On the biggest raw material purchases, we have about 60% pass through with our customers,\" BorgWarner Chief Executive Officer Frederic Lissalde said.</p>\n<p>Still, most suppliers have raised or reaffirmed their full-year financial outlooks, thanks to the better-than-expected performance in the first quarter.</p>\n<p>Analysts highlighted risks associated with the production outlooks from some suppliers as chip demand rises from other sectors such as enterprise, cloud and consumer electronics following speedy COVID-19 vaccinations and economies reopening.</p>\n<p>\"The question in my mind is can this (production loss) be made up later on in the year. And that's really an unknown,\" Magna Chief Financial Officer Vincent Galifi said.</p>","source":"lsy1603171495471","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>U.S. auto part makers brace for a bumpy ride as chip shortage to intensify</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\">\nU.S. auto part makers brace for a bumpy ride as chip shortage to intensify\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 13:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.nasdaq.com/articles/u.s.-auto-part-makers-brace-for-a-bumpy-ride-as-chip-shortage-to-intensify-2021-05-07><strong>Nasdaq</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>By Ankit Ajmera\nMay 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major automakers as a global semiconductor chip shortage worsens before easing in the second half of the ...</p>\n\n<a href=\"https://www.nasdaq.com/articles/u.s.-auto-part-makers-brace-for-a-bumpy-ride-as-chip-shortage-to-intensify-2021-05-07\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车"},"source_url":"https://www.nasdaq.com/articles/u.s.-auto-part-makers-brace-for-a-bumpy-ride-as-chip-shortage-to-intensify-2021-05-07","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173129939","content_text":"By Ankit Ajmera\nMay 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major automakers as a global semiconductor chip shortage worsens before easing in the second half of the year and aiding in a partial recovery of lost sales.\nThe chip shortage came at an inopportune time for automakers as demand rebounded from pandemic lows due to low interest rates and consumers' preference for personal transport amid the health crisis.\n\"We've embedded a 3% reduction in industry production to factor in what we're anticipating and expecting as further announced downtime that hasn't been publicly announced at this point,\" Lear CorpLEA.NChief Financial Officer Jason Cardew said on Friday.\n\"We have line of sight on a more meaningful reduction (in production) in the second quarter than IHS Markit and others are projecting,\" Cardew said.\nFord Motor CoF.N, a major customer for Lear and peers including BorgWarnerBWA.Nand Magna InternationalMG.TO, has said the chip shortage would halve its vehicle output in the second quarter.\nEurope's VolkswagenVOWG_p.DE, another customer for the three suppliers, has said it is in \"crisis mode\" over the lack of badly needed automotive chips, with the shortage intensifying and hitting its profits in the second quarter.\nLear, which makes automotive seating, cut its global vehicle production forecast to a 9% rise, from up to 12% it had predicted at the beginning of the year, while also expecting second-quarter revenue to fall 9% from the first.\nAuto suppliers also cautioned that the pain from the shortage could linger at least until the next year.\n\"We don't expect the supply/demand imbalance to fully recover to normalized levels until 2022,\" said Joseph Massaro, chief financial officer of AptivAPTV.N, a maker of advanced driver assistance systems, vehicle computers and high-voltage cabling.\nAuto suppliers are also grappling with pressure on their margins from rising costs of key inputs such as steel and copper.\nHowever, many expect to offset some of those costs as automaker customers focus on building higher margin, more profitable pickup trucks and sport utility vehicles.\n\"On the biggest raw material purchases, we have about 60% pass through with our customers,\" BorgWarner Chief Executive Officer Frederic Lissalde said.\nStill, most suppliers have raised or reaffirmed their full-year financial outlooks, thanks to the better-than-expected performance in the first quarter.\nAnalysts highlighted risks associated with the production outlooks from some suppliers as chip demand rises from other sectors such as enterprise, cloud and consumer electronics following speedy COVID-19 vaccinations and economies reopening.\n\"The question in my mind is can this (production loss) be made up later on in the year. And that's really an unknown,\" Magna Chief Financial Officer Vincent Galifi said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837794562,"gmtCreate":1629915807556,"gmtModify":1676530171371,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"Time to change to soup [Speechless]&nbsp;","listText":"Time to change to soup [Speechless]&nbsp;","text":"Time to change to soup [Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837794562","repostId":"1146984168","repostType":2,"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141114610,"gmtCreate":1625841841330,"gmtModify":1703749723599,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MOS\">$Mosaic(MOS)$</a>Bullish","listText":"<a href=\"https://laohu8.com/S/MOS\">$Mosaic(MOS)$</a>Bullish","text":"$Mosaic(MOS)$Bullish","images":[{"img":"https://static.tigerbbs.com/9ef6f3c8b6d886b388db1cbe85746b4f","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141114610","isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":123431637,"gmtCreate":1624433532129,"gmtModify":1703836542692,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$SMIC(00981)$</a>[Cry]&nbsp;","listText":"<a href=\"https://laohu8.com/S/00981\">$SMIC(00981)$</a>[Cry]&nbsp;","text":"$SMIC(00981)$[Cry]","images":[{"img":"https://static.tigerbbs.com/411e4c7ca09446f9b4cbbd105fb6b444","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/123431637","isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":107147597,"gmtCreate":1620458013319,"gmtModify":1704344038951,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/107147597","repostId":"1140579879","repostType":4,"repost":{"id":"1140579879","kind":"news","pubTimestamp":1620453263,"share":"https://ttm.financial/m/news/1140579879?lang=&edition=fundamental","pubTime":"2021-05-08 13:54","market":"hk","language":"en","title":"Elon Musk could make fireworks on 'SNL.' Investors are betting on it","url":"https://stock-news.laohu8.com/highlight/detail?id=1140579879","media":"CNN","summary":"New York (CNN Business)Live from New York, it's ... a market-moving corporate liability.\nThis weeken","content":"<p>New York (CNN Business)Live from New York, it's ... a market-moving corporate liability.</p>\n<p>This weekend, Tesla CEO Elon Musk is hosting \"Saturday Night Live,\" which, in case the name wasn't clear enough, is broadcast live. That means NBC relying on Musk to filter his thoughts in real time, despite little evidence, historically, of him holding back on just about anything he wants to say — even when under scrutiny by federal regulators.</p>\n<p>Wall Street is already betting that Musk will take the opportunity to play a little investing game.</p>\n<p>The cryptocurrency dogecoin, one of Musk's favorite market playthings, has been trading higher in anticipation of the SNL appearance. And Tesla stock, which fell into bear territory after hitting record highs in January, was up 1.5% Friday.</p>\n<p>Dogecoin was trading at around 65 cents on Friday, just shy of its all-time high of 69 cents. The shiba inu-themed digital currency that began as a joke has surged more than 12,000% since January, fueled in no small measure by Musk's tweets. Just a few words from Musk on Twitter, where he boasts more than 53 million followers, caused the crypto to spike 100%.</p>\n<p>\"Musk will undoubtedly have a sketch on cryptocurrencies that will probably go viral for days and further motivate his army of followers to try to send Dogecoin to the moon,\" wrote Ed Moya, a senior market analyst with online trading firm Oanda.</p>\n<p>Last week, Musk dubbed himself the \"dogefather\" in a brief tweet promoting his SNL appearance. The coin shot up more than 30%.</p>\n<p>So far, Musk has managed to tweet and say just about anything he wants — including his skepticism about Covid-19 and threats to workers who consider unionizing — without serious repercussions. He settled securities fraud charges with the SEC in 2018 by paying a fine, and is currently appealing a ruling in March from the National Labor Relations board that ordered Tesla to delete a three-year-old tweet discouraging unionization.</p>\n<p>He famously smoked weed and played with a samurai sword on Joe Rogan's podcast in 2018, a move that displeased shareholders and prompted two high-level executive departures. NASA, which had contracted Musk's SpaceX to carry astronauts to the International Space Station, ordered a safety review of the company amid concerns about Musk's behavior, according to multiple news reports.</p>\n<p>But Tesla's 2020 stock performance was so robust — shares rose by more than 700% — few if any investors seem bothered by his tendency toward erratic behavior.</p>\n<p>Still, several cast members on SNL publicly expressed their concerns about giving Musk an even bigger platform as host of the show.</p>\n<p>Musk, the self-annointed \"Technoking\" of Tesla, is often described as eccentric visionary, or, just as often, a reckless businessman with Peter Pan syndrome and a penchant for trolling his rivals. In either case, he is fundamentally unpredictable.</p>\n<p>He said it best himself in a promotional video released by SNL on Thursday. \"I'm a wild card, so there's no telling what I may do.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk could make fireworks on 'SNL.' Investors are betting on it</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\">\nElon Musk could make fireworks on 'SNL.' Investors are betting on it\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 13:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/05/07/investing/elon-musk-dogecoin-snl/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)Live from New York, it's ... a market-moving corporate liability.\nThis weekend, Tesla CEO Elon Musk is hosting \"Saturday Night Live,\" which, in case the name wasn't clear enough...</p>\n\n<a href=\"https://edition.cnn.com/2021/05/07/investing/elon-musk-dogecoin-snl/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://edition.cnn.com/2021/05/07/investing/elon-musk-dogecoin-snl/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140579879","content_text":"New York (CNN Business)Live from New York, it's ... a market-moving corporate liability.\nThis weekend, Tesla CEO Elon Musk is hosting \"Saturday Night Live,\" which, in case the name wasn't clear enough, is broadcast live. That means NBC relying on Musk to filter his thoughts in real time, despite little evidence, historically, of him holding back on just about anything he wants to say — even when under scrutiny by federal regulators.\nWall Street is already betting that Musk will take the opportunity to play a little investing game.\nThe cryptocurrency dogecoin, one of Musk's favorite market playthings, has been trading higher in anticipation of the SNL appearance. And Tesla stock, which fell into bear territory after hitting record highs in January, was up 1.5% Friday.\nDogecoin was trading at around 65 cents on Friday, just shy of its all-time high of 69 cents. The shiba inu-themed digital currency that began as a joke has surged more than 12,000% since January, fueled in no small measure by Musk's tweets. Just a few words from Musk on Twitter, where he boasts more than 53 million followers, caused the crypto to spike 100%.\n\"Musk will undoubtedly have a sketch on cryptocurrencies that will probably go viral for days and further motivate his army of followers to try to send Dogecoin to the moon,\" wrote Ed Moya, a senior market analyst with online trading firm Oanda.\nLast week, Musk dubbed himself the \"dogefather\" in a brief tweet promoting his SNL appearance. The coin shot up more than 30%.\nSo far, Musk has managed to tweet and say just about anything he wants — including his skepticism about Covid-19 and threats to workers who consider unionizing — without serious repercussions. He settled securities fraud charges with the SEC in 2018 by paying a fine, and is currently appealing a ruling in March from the National Labor Relations board that ordered Tesla to delete a three-year-old tweet discouraging unionization.\nHe famously smoked weed and played with a samurai sword on Joe Rogan's podcast in 2018, a move that displeased shareholders and prompted two high-level executive departures. NASA, which had contracted Musk's SpaceX to carry astronauts to the International Space Station, ordered a safety review of the company amid concerns about Musk's behavior, according to multiple news reports.\nBut Tesla's 2020 stock performance was so robust — shares rose by more than 700% — few if any investors seem bothered by his tendency toward erratic behavior.\nStill, several cast members on SNL publicly expressed their concerns about giving Musk an even bigger platform as host of the show.\nMusk, the self-annointed \"Technoking\" of Tesla, is often described as eccentric visionary, or, just as often, a reckless businessman with Peter Pan syndrome and a penchant for trolling his rivals. In either case, he is fundamentally unpredictable.\nHe said it best himself in a promotional video released by SNL on Thursday. \"I'm a wild card, so there's no telling what I may do.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915732410,"gmtCreate":1665107252530,"gmtModify":1676537558487,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TSLA 20221118 255.0 PUT\">$TSLA 20221118 255.0 PUT$</a>","listText":"<a href=\"https://ttm.financial/OPT/TSLA 20221118 255.0 PUT\">$TSLA 20221118 255.0 PUT$</a>","text":"$TSLA 20221118 255.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/ddbcd72eea873a42d34a1d5f5756584d","width":"750","height":"1464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915732410","isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9907350334,"gmtCreate":1660145442530,"gmtModify":1703478393872,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"Already enjoying TQQQ","listText":"Already enjoying TQQQ","text":"Already enjoying TQQQ","images":[{"img":"https://community-static.tradeup.com/news/d2afdfa22f9f29482bad3856a09eb7a5"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907350334","repostId":"1146749001","repostType":4,"repost":{"id":"1146749001","kind":"news","pubTimestamp":1660145460,"share":"https://ttm.financial/m/news/1146749001?lang=&edition=fundamental","pubTime":"2022-08-10 23:31","market":"other","language":"en","title":"Is TQQQ A Buy After A 25% Rally In The Last Month?","url":"https://stock-news.laohu8.com/highlight/detail?id=1146749001","media":"Seeking Alpha","summary":"SummaryTQQQ has enjoyed a large rebound as broader markets have had a good run in the last month.Whi","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>TQQQ has enjoyed a large rebound as broader markets have had a good run in the last month.</li><li>While I missed the rally, I still think we could see lower prices and a better entry point in the future.</li><li>This is primarily due to the rich valuation of the largest components of the underlying QQQ ETF.</li></ul><p>Since I wrote my last article on the ProShares UltraPro QQQ ETF (NASDAQ:TQQQ) a little more than a month ago, the broader markets have rallied, leading to an approximate 25% return from the last week of June. I&#39;m maintaining a hold fornow, but the last month shows the power of the triple-leveraged exchange-traded funds (&#34;ETFs&#34;) if you have some skill (or luck, take your pick) on the short-term timing of the market. The other possibility is that you lose all those gains in a week as you feel the other side of the double-edged sword that are leveraged ETFs.</p><p><b>Investment Thesis</b></p><p>TQQQ has stayed on my watchlist for all of 2022, as I intend to hold my nose and buy a small position if the market selloff worsens. While TQQQ isn&#39;t suitable for a large position, it could be an interesting way for investors to play a rebound in large-cap growth. I would rather be late to buy TQQQ than early, but it is hard to know when that is. While the markets have rallied as of late, the valuations on the major components of the ETF make me think we could see better prices to buy TQQQ ahead.</p><p><b>Top 10 Holdings</b></p><p>Most of you are familiar with the top 10 holdings of TQQQ. There has been some shuffling in 2022 due to some stocks being hit harder than others. For the most part, the top 10 is made up of the tech giants like Apple (AAPL) and Microsoft (MSFT).</p><p><img src=\"https://static.tigerbbs.com/32f0785a885a0d65f1c95431c66719c2\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/></p><p>QQQ Top 10 (proshares.com)</p><p><b>Apple &amp; Microsoft</b></p><p>I will be writing full articles on these two blue-chip tech giants at some point in the next couple of weeks, but my opinion on these two companies really hasn&#39;t changed much, even after the most recent quarterly earnings. I held positions in both in the past, but I&#39;m pretty much neutral on both with the current valuations. Because these two companies make up nearly a quarter of the ETF, they will be huge drivers of returns moving forward. If shares continue to bounce back like they have in the last month, with both up double digits, TQQQ should be just fine. If shares of Apple and Microsoft suffer, that will have an outsized impact on TQQQ, even if the rest of the stocks are performing better.</p><p><b>Amazon</b></p><p>Amazon.com, Inc. (AMZN) shares have had an even better run than Apple or Microsoft in the last month, as shares have jumped almost 30%. While I haven&#39;t had much of a chance to dig into the most recent quarterly report yet, Amazon is the last big tech company I own. There is a lot of debate on the valuation, but I think it is attractive right now. As long as the advertising and AWS segments keep humming along, I will continue to own shares. They have been investing in the other segments of the business, which should pay off over the next couple of years.</p><p><b>Tesla, Google &amp; Facebook</b></p><p>These three companies in the top 10 holdings are the tech companies that I have no interest in owning. The reasoning is different for all three, but I will keep this section brief. Tesla (TSLA) is the public company that most closely resembles a circus in my mind, with a P.T. Barnum-like character at the top in Elon Musk. I also have some nagging questions on their financials, stock sales, as well as other problems that keep me out of Tesla. Despite my caution on Tesla, the stock has rallied more than 30% in the last month.</p><p>Google (GOOG,GOOGL) and Facebook/Meta Platforms (META) have both had smaller rallies in the last month. Outside of the valuation and margin profile, there isn&#39;t much that I like about either company, to be honest. I don&#39;t like the companies, I don&#39;t like their histories, I don&#39;t like their operations, and I don&#39;t like their founders. I know that these opinions might not be popular, but I would rather invest in other companies for a variety of reasons.</p><p><b>Nvidia</b></p><p>NVIDIA Corporation (NVDA) is the one company on the top 10 list that I have been looking closer at lately. Like Amazon and Tesla, Nvidia has seen a huge rally in the last month (30%). The valuation is still rich, but it has come down significantly from its peak in late 2021. I don&#39;t think it&#39;s a buy yet, but with the potential of the business over the next decade, Nvidia will be a stock that stays on my watchlist permanently. As far as the semiconductor industry goes, Nvidia is recognized as an innovator for several different areas, including crypto, gaming, and data centers, and the future looks bright to me.</p><p><b>Pepsi &amp; Costco</b></p><p>PepsiCo, Inc. (PEP) and Costco (COST) are not tech companies like the others in the top 10 holdings, but they are also richly valued. They are up slightly over the last month. Both companies are trading well above their average multiples, and well above what I would consider fair value for a company growing at those rates. You can count on stable and growing dividends from both, but I would rather be selling both stocks than buying them.</p><p><b>Conclusion</b></p><p>TQQQ has rallied hard over the last month. While I want to own the ETF at some point, I&#39;m not trying to be on the wrong end of a leveraged ETF because it can get ugly in a hurry. The top 10 is dominated by the large tech giants, but I think most of the companies are still too expensive to go long here. I am bullish on Amazon, and I like Nvidia as well, while that valuation is still expensive, so I&#39;m hoping for a lower entry point. The rest of the top 10 isn&#39;t appealing to me for various reasons. I plan to write up a handful of the top 10 in more detail at some point in the near future, but when it comes to TQQQ, I&#39;m still waiting for the fear and capitulation sign that I&#39;m looking for.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is TQQQ A Buy After A 25% Rally In The Last Month?</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 TQQQ A Buy After A 25% Rally In The Last Month?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4531573-is-tqqq-a-buy-after-a-25-percent-rally-in-the-last-month?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTQQQ has enjoyed a large rebound as broader markets have had a good run in the last month.While I missed the rally, I still think we could see lower prices and a better entry point in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4531573-is-tqqq-a-buy-after-a-25-percent-rally-in-the-last-month?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQQQ":"纳指三倍做多ETF"},"source_url":"https://seekingalpha.com/article/4531573-is-tqqq-a-buy-after-a-25-percent-rally-in-the-last-month?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146749001","content_text":"SummaryTQQQ has enjoyed a large rebound as broader markets have had a good run in the last month.While I missed the rally, I still think we could see lower prices and a better entry point in the future.This is primarily due to the rich valuation of the largest components of the underlying QQQ ETF.Since I wrote my last article on the ProShares UltraPro QQQ ETF (NASDAQ:TQQQ) a little more than a month ago, the broader markets have rallied, leading to an approximate 25% return from the last week of June. I'm maintaining a hold fornow, but the last month shows the power of the triple-leveraged exchange-traded funds (\"ETFs\") if you have some skill (or luck, take your pick) on the short-term timing of the market. The other possibility is that you lose all those gains in a week as you feel the other side of the double-edged sword that are leveraged ETFs.Investment ThesisTQQQ has stayed on my watchlist for all of 2022, as I intend to hold my nose and buy a small position if the market selloff worsens. While TQQQ isn't suitable for a large position, it could be an interesting way for investors to play a rebound in large-cap growth. I would rather be late to buy TQQQ than early, but it is hard to know when that is. While the markets have rallied as of late, the valuations on the major components of the ETF make me think we could see better prices to buy TQQQ ahead.Top 10 HoldingsMost of you are familiar with the top 10 holdings of TQQQ. There has been some shuffling in 2022 due to some stocks being hit harder than others. For the most part, the top 10 is made up of the tech giants like Apple (AAPL) and Microsoft (MSFT).QQQ Top 10 (proshares.com)Apple & MicrosoftI will be writing full articles on these two blue-chip tech giants at some point in the next couple of weeks, but my opinion on these two companies really hasn't changed much, even after the most recent quarterly earnings. I held positions in both in the past, but I'm pretty much neutral on both with the current valuations. Because these two companies make up nearly a quarter of the ETF, they will be huge drivers of returns moving forward. If shares continue to bounce back like they have in the last month, with both up double digits, TQQQ should be just fine. If shares of Apple and Microsoft suffer, that will have an outsized impact on TQQQ, even if the rest of the stocks are performing better.AmazonAmazon.com, Inc. (AMZN) shares have had an even better run than Apple or Microsoft in the last month, as shares have jumped almost 30%. While I haven't had much of a chance to dig into the most recent quarterly report yet, Amazon is the last big tech company I own. There is a lot of debate on the valuation, but I think it is attractive right now. As long as the advertising and AWS segments keep humming along, I will continue to own shares. They have been investing in the other segments of the business, which should pay off over the next couple of years.Tesla, Google & FacebookThese three companies in the top 10 holdings are the tech companies that I have no interest in owning. The reasoning is different for all three, but I will keep this section brief. Tesla (TSLA) is the public company that most closely resembles a circus in my mind, with a P.T. Barnum-like character at the top in Elon Musk. I also have some nagging questions on their financials, stock sales, as well as other problems that keep me out of Tesla. Despite my caution on Tesla, the stock has rallied more than 30% in the last month.Google (GOOG,GOOGL) and Facebook/Meta Platforms (META) have both had smaller rallies in the last month. Outside of the valuation and margin profile, there isn't much that I like about either company, to be honest. I don't like the companies, I don't like their histories, I don't like their operations, and I don't like their founders. I know that these opinions might not be popular, but I would rather invest in other companies for a variety of reasons.NvidiaNVIDIA Corporation (NVDA) is the one company on the top 10 list that I have been looking closer at lately. Like Amazon and Tesla, Nvidia has seen a huge rally in the last month (30%). The valuation is still rich, but it has come down significantly from its peak in late 2021. I don't think it's a buy yet, but with the potential of the business over the next decade, Nvidia will be a stock that stays on my watchlist permanently. As far as the semiconductor industry goes, Nvidia is recognized as an innovator for several different areas, including crypto, gaming, and data centers, and the future looks bright to me.Pepsi & CostcoPepsiCo, Inc. (PEP) and Costco (COST) are not tech companies like the others in the top 10 holdings, but they are also richly valued. They are up slightly over the last month. Both companies are trading well above their average multiples, and well above what I would consider fair value for a company growing at those rates. You can count on stable and growing dividends from both, but I would rather be selling both stocks than buying them.ConclusionTQQQ has rallied hard over the last month. While I want to own the ETF at some point, I'm not trying to be on the wrong end of a leveraged ETF because it can get ugly in a hurry. The top 10 is dominated by the large tech giants, but I think most of the companies are still too expensive to go long here. I am bullish on Amazon, and I like Nvidia as well, while that valuation is still expensive, so I'm hoping for a lower entry point. The rest of the top 10 isn't appealing to me for various reasons. I plan to write up a handful of the top 10 in more detail at some point in the near future, but when it comes to TQQQ, I'm still waiting for the fear and capitulation sign that I'm looking for.","news_type":1},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9073548168,"gmtCreate":1657383026254,"gmtModify":1676536000177,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TQQQ\">$Nasdaq100 Bull 3X ETF(TQQQ)$</a>Long position 🤞🏻🤞🏻","listText":"<a href=\"https://ttm.financial/S/TQQQ\">$Nasdaq100 Bull 3X ETF(TQQQ)$</a>Long position 🤞🏻🤞🏻","text":"$Nasdaq100 Bull 3X ETF(TQQQ)$Long position 🤞🏻🤞🏻","images":[{"img":"https://community-static.tradeup.com/news/bec40019eba2968758e963357c529391","width":"750","height":"1464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073548168","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356492036,"gmtCreate":1616804604725,"gmtModify":1704799188376,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356492036","repostId":"1114428323","repostType":4,"repost":{"id":"1114428323","kind":"news","pubTimestamp":1616771427,"share":"https://ttm.financial/m/news/1114428323?lang=&edition=fundamental","pubTime":"2021-03-26 23:10","market":"us","language":"en","title":"Top 10 Undervalued Income Stocks For 2021 - Value Beats Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1114428323","media":"seekingalpha","summary":"At the end of 2020, we showcased a list of 10 undervalued income stocks for 2021. Looking back, we see that the performance, on average, has been great so far.In this report, we examine the reasons for that and will look at whether all 10 are still strong buys today.In some cases, the opportunity is even better now, in others, it may be time to lock in some gains.In the above chart, we see a very clear trend that emerged towards the end of February. The growth-heavy Nasdaq index  started to decl","content":"<p><b>Summary</b></p>\n<ul>\n <li>At the end of 2020, we showcased a list of 10 undervalued income stocks for 2021. Looking back, we see that the performance, on average, has been great so far.</li>\n <li>In this report, we examine the reasons for that and will look at whether all 10 are still strong buys today.</li>\n <li>In some cases, the opportunity is even better now, in others, it may be time to lock in some gains.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2d4b3c6dfc0c9c3580bdfc40f4151fb\" tg-width=\"1536\" tg-height=\"1025\"><span>Photo by VeranikaSmirnaya/iStock via Getty Images</span></p>\n<p>We wrote an article at the end of December in which we showcased 10 attractive income stocks that traded at inexpensive valuations back then. This resulted in a combination of upside potential and above-average income for investors that bought these stocks at the time. In this article, we will look again at the same ten stocks to see what has changed and whether they are all still attractive at current valuations.</p>\n<p><b>Top 10 Value Picks For Dividend Investors</b></p>\n<p>Our choices in&nbsp;our original article&nbsp;included the following 10 stocks:</p>\n<p>- Bristol-Myers Squibb (BMY) and AbbVie (ABBV) in healthcare</p>\n<p>- MPLX (MPLX) and Enterprise Products (EPD) in energy</p>\n<p>- Prudential (PRU) and Citigroup (C) in financials</p>\n<p>- Simon Property Group (SPG) and W. P. Carey (WPC) in real estate</p>\n<p>- AT&amp;T (T) in telecommunication</p>\n<p>- Intel (INTC) in tech</p>\n<p>Looking back one quarter later, we see that shares have performed like this:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/efdd2ae3235c94c5e041ed4f3925d561\" tg-width=\"635\" tg-height=\"555\"><span>Data by YCharts</span></p>\n<p>Year-to-date, they delivered an average return of 12% and a median return of 15%. Contrast this with the year-to-date return of 3% that was delivered by the S&amp;P 500 index (SPY), and we see that our picks clearly outperformed the broad market, delivering 4-5 times the performance enjoyed by those that put their money into the index.</p>\n<p><b>2020 Versus 2021: Growth Versus Value</b></p>\n<p>This was, I believe, partially the result of investing in high-yielding stocks that traded at very inexpensive valuations and were thus undervalued, but the portfolio also benefited from an overall shift in the market's focus.</p>\n<p>2020 was the year of growth stocks, which saw many \"growthy\" tech names generate very attractive gains. The same could be said about EV stocks, renewable stocks, etc., which all flourished last year thanks to an appetite for growth stocks and unprecedented monetary stimulus. In 2021, that has changed to some degree:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a81cfc9a5d54fce53409f7ea5cd0975\" tg-width=\"635\" tg-height=\"470\"><span>Data by YCharts</span></p>\n<p>In the above chart, we see a very clear trend that emerged towards the end of February. The growth-heavy Nasdaq index (NASDAQ:QQQ) started to decline, underperforming the S&amp;P 500 index this year, whereas the less techy, less growth-focused Dow Jones index (NYSEARCA:DIA) has beaten the S&amp;P 500 so far in 2021. Looking at two ETFs that focus on either Value (VTV) or Growth(NYSEARCA:VUG), we see that the value theme clearly has been the winner so far this year, beating all three indexes, whereas the growth-themed ETF is down this year. The good news is that our basket of stocks still easily outperformed the Value ETF, which shows that we seem to have at least some skill when it comes to picking individual stocks (or maybe we got lucky).</p>\n<p><b>Are Those 10 Still Great Buys Today?</b></p>\n<p>Since some of these stocks have moved so much already in the first three months, they may not all be an opportune buy any longer, which is why we will take a quick look at all ten individually.</p>\n<p><b>1. AbbVie</b></p>\n<p>AbbVie was one of our two healthcare picks in the original article. The company combines many positives, including an above-average yield, a low valuation, and steady growth even during the pandemic. AbbVie's most recent quarterly results showcase its outstanding resilience during the current crisis: The company managed to grow its revenues across its portfolio, with Humira, Imbruvica, and its new drugs Skyrizi and Rinvoq&nbsp;showing&nbsp;a strong performance.</p>\n<p>Even better, the company guided earnings above consensus, forecasting earnings per share of $12.40 for the current year. Relative to its share price of $103, this means that shares got even cheaper since our December article, they are now trading for just 8.3 times forward earnings. In short, there is nothing not to like, and I believe that 5.1%-yielding AbbVie is a&nbsp;strong buy.</p>\n<p><b>2. Bristol-Myers Squibb</b></p>\n<p>Bristol-Myers is the other healthcare pick in our original list. Like AbbVie, its shares were very inexpensive in December, and like AbbVie, it has continued to deliver strong operational results. Its most recent quarterly update included a 39% revenue growth rate compared to the previous year's quarter. This was impacted by one-time items from the Celgene takeover, but even adjusted for that, revenue growth came in at a strong 10% year over year.</p>\n<p>Like AbbVie, Bristol-Myers has also increased its earnings per share guidance for 2021, now forecasting profits of ~$7.30&nbsp;per share. Since shares are essentially flat since the beginning of the year, investors get an even better deal right now in terms of Bristol-Myers' valuation, which stands at 8.3 times net profits right now. Bristol-Myers is also one of the stocks Berkshire Hathaway (BRK.A)(BRK.B)&nbsp;has continued to add to&nbsp;in the most recent quarter, which indicates that this is indeed a strong pick for value investors.</p>\n<p><b>3. MPLX</b></p>\n<p>MPLX is a natural gas midstream player that offered a great income yield in December, at almost 13%. On top of that, shares were very inexpensive, trading at a distributable cash flow yield of almost 19%.</p>\n<p>Like many other energy-related names, MPLX has performed very well in Q1, delivering a performance of almost 20% in three months. Nevertheless, shares are not at all expensive, trading at a single-digit<i>earnings</i>multiple - even though earnings are generally a lot lower than cash flows for pipeline companies due to non-cash depreciation charges. Management believes that the company will have ample surplus cash this year, even after making its hefty dividend payments.</p>\n<p>Its CEO stated that shares are undervalued and that the company will likely do&nbsp;buybacks&nbsp;this year, which is a major positive. This will not only be highly accretive thanks to the low valuation shares are trading at, but should also further support the price. Shares are a less outstanding buy compared to December (or&nbsp;earlier in 2020), but they still look very compelling, we believe. They also still offer a very attractive dividend yield of 11% at today's price.</p>\n<p><b>4. Enterprise Products</b></p>\n<p>Like MPLX, Enterprise Products has performed well so far this year, on the back of enthusiasm for energy-related names. Its profits and cash flows are not really tied to the price of oil, but the market still bid up shares in recent months. The same had been true in 2020 when shares were sold off in tandem with other energy names, even though Enterprise Products' cash flows were not really impacted by lower oil prices.</p>\n<p>Shares are up by double-digits so far this year, but Enterprise Products' shares are not at all expensive. Considering that shares are trading at just around 7 times this year's distributable cash flows, while shares offer a dividend yield of 8.1%, makes us believe that this is still a strong pick for income investors. The fact that management has been buying back shares is another tailwind that could gain relevance as growth spending slows down, which should free up more money for buybacks going forward. We thus&nbsp;still like Enterprise Products&nbsp;as a high-quality midstream company at current prices.</p>\n<p><b>5. Prudential Financial</b></p>\n<p>This insurer has had a very solid 2020 and seeks to generate even stronger profits this year. Shares are up by double-digits so far this year but do not look expensive. With current forecasts seeing the company earn about $11.50 per share this year, and even more next year, shares trade at a ~8 times forward earnings multiple right now. The company continues to reward shareholders handsomely, as Prudential has raised its dividend by 5% in February.</p>\n<p>At current prices, the stock yields 5.1%, which is quite attractive in a low-yield world. Management plans to return a total of $10 billion to the company's owners through 2023, which equates to shareholder returns in the 10% range. Investors can thus count on more dividend increases down the road, coupled with some buybacks that will be quite accretive as long as shares continue to trade at an inexpensive valuation. Shares were a better buy in December, but they still look solid today.</p>\n<p><b>6. Citigroup</b></p>\n<p>Citigroup was the only bank on our list, and I mainly chose it over peers due to its below-average valuation and above-average dividend yield. 2021 has been great for bank stocks so far, due to an overall shift to value stocks, combined with rising interest spreads that are beneficial for banks' earnings.</p>\n<p>Shares rose by double-digits so far this year, hitting a high of $76 about two weeks ago. At that price, shares were trading above tangible book value, which stands at $73.80 right now, which is why I sold part of my position in the mid-$70s. Nevertheless, I did not sell my entire stake, as I feel that shares could rise above that level at some point in 2021, even though they have pulled back a little for now.</p>\n<p>The fact that banks are allowed to return more capital to their owners this year could become a catalyst for share price gains in 2021, as Citigroup will likely seek to increase its dividend and ramp up share repurchases. Trading marginally below tangible book value and at around 10 times this year's earnings, Citigroup is not at all expensive, although also not an absolute bargain any longer. I am moderately bullish, but wouldn't buy more at current valuations.</p>\n<p><b>7. Simon Property</b></p>\n<p>Simon Property is the leading mall player in the US, especially following the close of its acquisition of Taubman. The company had a harsh 2020, but its assets will, we believe, remain in use for a long time. High-quality malls in major metropolitan areas will not lose their value due to online shopping, as retail space can be used for more experimental retail, restaurants, bars, co-working spaces, hotels, and so on.</p>\n<p>This was our thesis throughout 2020, which is why we were very bullish on the stock when it traded at ultra-low valuations last year. In 2021, shares have, so far, returned almost 30%, as the market is increasingly realizing that the pandemic was not the end for high-quality retail real estate such as the properties that Simon Property owns. Shares breached $120 earlier in March but have pulled back a little for now.</p>\n<p>Trading at ~11 times this year's FFO, Simon Property is not an absolute bargain stock any longer. I personally believe that shares will rise back towards pre-crisis levels of $150+ eventually, but that may take some time, and there is not necessarily massive upside left in 2021. I continue to hold my Simon Property position and am bullish with a long-term view, but the best time to add this stock wasin 2020 when it traded at double-digits.</p>\n<p><b>8. W. P. Carey</b></p>\n<p>Unlike Simon Property, W. P. Carey has not risen a lot this year. Instead, shares are down slightly, potentially due to the fact that real estate investors moved towards more cyclical picks in the sector for the reopening trade. W. P. Carey is a rock-solid, low-risk income stock that offers a yield of 6.0% right here and that trades at 15 times forward FFO. This is an above-average valuation compared to the other stocks in this list, but that seems justified based on the fact that W. P. Carey has always traded at higher valuations than most of these stocks.</p>\n<p>As income investors can still not generate attractive yields from bonds, they will, I believe, eventually flock back towards low-risk REITs such as W. P. Carey or Realty Income (O), which could propel shares of these companies back to pre-crisis levels. In W. P. Carey's case, they traded at around $90 before the pandemic, which equates to a yield of around 4.5%. A recovery to that level does not seem unrealistic, I believe, which is why I continue to see W. P. Carey as a moderate-return, low-risk stock, which makes it attractive from a risk-to-reward perspective.</p>\n<p><b>9. AT&amp;T</b></p>\n<p>AT&amp;T remains a battleground stock, with bulls touting the undervaluation and potential in streaming, while bears focus on the high debt load. We do not see AT&amp;T as an extremely-high-quality pick, but the company's shares offer a solid yield of almost 7% and current management seems to have the right focus. Plans to monetize non-core assets, including DirecTV, are great, and the company plans to deleverage meaningfully over the coming years. AT&amp;T is not a high-growth company and will not turn into one, but the fact that the performance of HBO Max has&nbsp;beaten management's expectations&nbsp;is a positive for sure. At less than 10 times net profits, AT&amp;T remains quite inexpensive and if management executes on its plans, shares could deliver quite solid returns over the coming years.</p>\n<p><b>10. Intel</b></p>\n<p>Intel is a somewhat weird stock - the company executes well and grows steadily, but its shares see big swings up and down depending on whether investors are focusing on positive news items or negative news items at the moment. So far this year, they seem to do the prior, as shares have risen by 25% in just three months. This can't be explained by the underlying operational performance, which has been solid but didn't include growth of 20%+. Instead, the market is currently liking Intel's stock based on recent news such as a new CEO and plans to invest heavily to grow production capacity.</p>\n<p>I think the best time to buy Intel's shares is when the market is&nbsp;focusing on the bad news, whereas one may want to lock in gains when shares are trading at the top end of the recent valuation range. At 13.5 times forward earnings, Intel's shares trade at a premium to the median earnings multiple they have traded at over the last couple of years, thus I wouldn't buy here. Instead, locking in gains in the high $60s seemed like an opportune choice. I wouldn't be too surprised if shares fell back towards the mid-$50s or lower at some point during this year.</p>\n<p><b>Takeaway</b></p>\n<p>Our picks for 2020 have done very well so far, easily beating the market and even purely value-focused ETFs. However, not all of these stocks are necessarily still a great buy. I personally wouldn't buy Intel now, as the stock has already delivered easily more than 20% this year, and is trading at the higher end of the recent valuation range. On the other hand, some of our picks, such as AbbVie or W. P. Carey, are still priced very favorably and may even be a better buy right now compared to the beginning of the year.</p>\n<p>We welcome you to share your comments on the above stocks, as well as your picks for the remainder of 2021!</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top 10 Undervalued Income Stocks For 2021 - Value Beats Growth</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\">\nTop 10 Undervalued Income Stocks For 2021 - Value Beats Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4416178-top-10-undervalued-income-stocks-for-2021-value-beats-growth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAt the end of 2020, we showcased a list of 10 undervalued income stocks for 2021. Looking back, we see that the performance, on average, has been great so far.\nIn this report, we examine the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4416178-top-10-undervalued-income-stocks-for-2021-value-beats-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABBV":"艾伯维公司","SPG":"西蒙地产","MPLX":"MPLX LP","BMY":"施贵宝","INTC":"英特尔","T":"美国电话电报","EPD":"Enterprise Products Partners L.P","C":"花旗","WPC":"W. P. Carey Inc","PFH":"Prudential Financial Inc"},"source_url":"https://seekingalpha.com/article/4416178-top-10-undervalued-income-stocks-for-2021-value-beats-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1114428323","content_text":"Summary\n\nAt the end of 2020, we showcased a list of 10 undervalued income stocks for 2021. Looking back, we see that the performance, on average, has been great so far.\nIn this report, we examine the reasons for that and will look at whether all 10 are still strong buys today.\nIn some cases, the opportunity is even better now, in others, it may be time to lock in some gains.\n\nPhoto by VeranikaSmirnaya/iStock via Getty Images\nWe wrote an article at the end of December in which we showcased 10 attractive income stocks that traded at inexpensive valuations back then. This resulted in a combination of upside potential and above-average income for investors that bought these stocks at the time. In this article, we will look again at the same ten stocks to see what has changed and whether they are all still attractive at current valuations.\nTop 10 Value Picks For Dividend Investors\nOur choices in our original article included the following 10 stocks:\n- Bristol-Myers Squibb (BMY) and AbbVie (ABBV) in healthcare\n- MPLX (MPLX) and Enterprise Products (EPD) in energy\n- Prudential (PRU) and Citigroup (C) in financials\n- Simon Property Group (SPG) and W. P. Carey (WPC) in real estate\n- AT&T (T) in telecommunication\n- Intel (INTC) in tech\nLooking back one quarter later, we see that shares have performed like this:\nData by YCharts\nYear-to-date, they delivered an average return of 12% and a median return of 15%. Contrast this with the year-to-date return of 3% that was delivered by the S&P 500 index (SPY), and we see that our picks clearly outperformed the broad market, delivering 4-5 times the performance enjoyed by those that put their money into the index.\n2020 Versus 2021: Growth Versus Value\nThis was, I believe, partially the result of investing in high-yielding stocks that traded at very inexpensive valuations and were thus undervalued, but the portfolio also benefited from an overall shift in the market's focus.\n2020 was the year of growth stocks, which saw many \"growthy\" tech names generate very attractive gains. The same could be said about EV stocks, renewable stocks, etc., which all flourished last year thanks to an appetite for growth stocks and unprecedented monetary stimulus. In 2021, that has changed to some degree:\nData by YCharts\nIn the above chart, we see a very clear trend that emerged towards the end of February. The growth-heavy Nasdaq index (NASDAQ:QQQ) started to decline, underperforming the S&P 500 index this year, whereas the less techy, less growth-focused Dow Jones index (NYSEARCA:DIA) has beaten the S&P 500 so far in 2021. Looking at two ETFs that focus on either Value (VTV) or Growth(NYSEARCA:VUG), we see that the value theme clearly has been the winner so far this year, beating all three indexes, whereas the growth-themed ETF is down this year. The good news is that our basket of stocks still easily outperformed the Value ETF, which shows that we seem to have at least some skill when it comes to picking individual stocks (or maybe we got lucky).\nAre Those 10 Still Great Buys Today?\nSince some of these stocks have moved so much already in the first three months, they may not all be an opportune buy any longer, which is why we will take a quick look at all ten individually.\n1. AbbVie\nAbbVie was one of our two healthcare picks in the original article. The company combines many positives, including an above-average yield, a low valuation, and steady growth even during the pandemic. AbbVie's most recent quarterly results showcase its outstanding resilience during the current crisis: The company managed to grow its revenues across its portfolio, with Humira, Imbruvica, and its new drugs Skyrizi and Rinvoq showing a strong performance.\nEven better, the company guided earnings above consensus, forecasting earnings per share of $12.40 for the current year. Relative to its share price of $103, this means that shares got even cheaper since our December article, they are now trading for just 8.3 times forward earnings. In short, there is nothing not to like, and I believe that 5.1%-yielding AbbVie is a strong buy.\n2. Bristol-Myers Squibb\nBristol-Myers is the other healthcare pick in our original list. Like AbbVie, its shares were very inexpensive in December, and like AbbVie, it has continued to deliver strong operational results. Its most recent quarterly update included a 39% revenue growth rate compared to the previous year's quarter. This was impacted by one-time items from the Celgene takeover, but even adjusted for that, revenue growth came in at a strong 10% year over year.\nLike AbbVie, Bristol-Myers has also increased its earnings per share guidance for 2021, now forecasting profits of ~$7.30 per share. Since shares are essentially flat since the beginning of the year, investors get an even better deal right now in terms of Bristol-Myers' valuation, which stands at 8.3 times net profits right now. Bristol-Myers is also one of the stocks Berkshire Hathaway (BRK.A)(BRK.B) has continued to add to in the most recent quarter, which indicates that this is indeed a strong pick for value investors.\n3. MPLX\nMPLX is a natural gas midstream player that offered a great income yield in December, at almost 13%. On top of that, shares were very inexpensive, trading at a distributable cash flow yield of almost 19%.\nLike many other energy-related names, MPLX has performed very well in Q1, delivering a performance of almost 20% in three months. Nevertheless, shares are not at all expensive, trading at a single-digitearningsmultiple - even though earnings are generally a lot lower than cash flows for pipeline companies due to non-cash depreciation charges. Management believes that the company will have ample surplus cash this year, even after making its hefty dividend payments.\nIts CEO stated that shares are undervalued and that the company will likely do buybacks this year, which is a major positive. This will not only be highly accretive thanks to the low valuation shares are trading at, but should also further support the price. Shares are a less outstanding buy compared to December (or earlier in 2020), but they still look very compelling, we believe. They also still offer a very attractive dividend yield of 11% at today's price.\n4. Enterprise Products\nLike MPLX, Enterprise Products has performed well so far this year, on the back of enthusiasm for energy-related names. Its profits and cash flows are not really tied to the price of oil, but the market still bid up shares in recent months. The same had been true in 2020 when shares were sold off in tandem with other energy names, even though Enterprise Products' cash flows were not really impacted by lower oil prices.\nShares are up by double-digits so far this year, but Enterprise Products' shares are not at all expensive. Considering that shares are trading at just around 7 times this year's distributable cash flows, while shares offer a dividend yield of 8.1%, makes us believe that this is still a strong pick for income investors. The fact that management has been buying back shares is another tailwind that could gain relevance as growth spending slows down, which should free up more money for buybacks going forward. We thus still like Enterprise Products as a high-quality midstream company at current prices.\n5. Prudential Financial\nThis insurer has had a very solid 2020 and seeks to generate even stronger profits this year. Shares are up by double-digits so far this year but do not look expensive. With current forecasts seeing the company earn about $11.50 per share this year, and even more next year, shares trade at a ~8 times forward earnings multiple right now. The company continues to reward shareholders handsomely, as Prudential has raised its dividend by 5% in February.\nAt current prices, the stock yields 5.1%, which is quite attractive in a low-yield world. Management plans to return a total of $10 billion to the company's owners through 2023, which equates to shareholder returns in the 10% range. Investors can thus count on more dividend increases down the road, coupled with some buybacks that will be quite accretive as long as shares continue to trade at an inexpensive valuation. Shares were a better buy in December, but they still look solid today.\n6. Citigroup\nCitigroup was the only bank on our list, and I mainly chose it over peers due to its below-average valuation and above-average dividend yield. 2021 has been great for bank stocks so far, due to an overall shift to value stocks, combined with rising interest spreads that are beneficial for banks' earnings.\nShares rose by double-digits so far this year, hitting a high of $76 about two weeks ago. At that price, shares were trading above tangible book value, which stands at $73.80 right now, which is why I sold part of my position in the mid-$70s. Nevertheless, I did not sell my entire stake, as I feel that shares could rise above that level at some point in 2021, even though they have pulled back a little for now.\nThe fact that banks are allowed to return more capital to their owners this year could become a catalyst for share price gains in 2021, as Citigroup will likely seek to increase its dividend and ramp up share repurchases. Trading marginally below tangible book value and at around 10 times this year's earnings, Citigroup is not at all expensive, although also not an absolute bargain any longer. I am moderately bullish, but wouldn't buy more at current valuations.\n7. Simon Property\nSimon Property is the leading mall player in the US, especially following the close of its acquisition of Taubman. The company had a harsh 2020, but its assets will, we believe, remain in use for a long time. High-quality malls in major metropolitan areas will not lose their value due to online shopping, as retail space can be used for more experimental retail, restaurants, bars, co-working spaces, hotels, and so on.\nThis was our thesis throughout 2020, which is why we were very bullish on the stock when it traded at ultra-low valuations last year. In 2021, shares have, so far, returned almost 30%, as the market is increasingly realizing that the pandemic was not the end for high-quality retail real estate such as the properties that Simon Property owns. Shares breached $120 earlier in March but have pulled back a little for now.\nTrading at ~11 times this year's FFO, Simon Property is not an absolute bargain stock any longer. I personally believe that shares will rise back towards pre-crisis levels of $150+ eventually, but that may take some time, and there is not necessarily massive upside left in 2021. I continue to hold my Simon Property position and am bullish with a long-term view, but the best time to add this stock wasin 2020 when it traded at double-digits.\n8. W. P. Carey\nUnlike Simon Property, W. P. Carey has not risen a lot this year. Instead, shares are down slightly, potentially due to the fact that real estate investors moved towards more cyclical picks in the sector for the reopening trade. W. P. Carey is a rock-solid, low-risk income stock that offers a yield of 6.0% right here and that trades at 15 times forward FFO. This is an above-average valuation compared to the other stocks in this list, but that seems justified based on the fact that W. P. Carey has always traded at higher valuations than most of these stocks.\nAs income investors can still not generate attractive yields from bonds, they will, I believe, eventually flock back towards low-risk REITs such as W. P. Carey or Realty Income (O), which could propel shares of these companies back to pre-crisis levels. In W. P. Carey's case, they traded at around $90 before the pandemic, which equates to a yield of around 4.5%. A recovery to that level does not seem unrealistic, I believe, which is why I continue to see W. P. Carey as a moderate-return, low-risk stock, which makes it attractive from a risk-to-reward perspective.\n9. AT&T\nAT&T remains a battleground stock, with bulls touting the undervaluation and potential in streaming, while bears focus on the high debt load. We do not see AT&T as an extremely-high-quality pick, but the company's shares offer a solid yield of almost 7% and current management seems to have the right focus. Plans to monetize non-core assets, including DirecTV, are great, and the company plans to deleverage meaningfully over the coming years. AT&T is not a high-growth company and will not turn into one, but the fact that the performance of HBO Max has beaten management's expectations is a positive for sure. At less than 10 times net profits, AT&T remains quite inexpensive and if management executes on its plans, shares could deliver quite solid returns over the coming years.\n10. Intel\nIntel is a somewhat weird stock - the company executes well and grows steadily, but its shares see big swings up and down depending on whether investors are focusing on positive news items or negative news items at the moment. So far this year, they seem to do the prior, as shares have risen by 25% in just three months. This can't be explained by the underlying operational performance, which has been solid but didn't include growth of 20%+. Instead, the market is currently liking Intel's stock based on recent news such as a new CEO and plans to invest heavily to grow production capacity.\nI think the best time to buy Intel's shares is when the market is focusing on the bad news, whereas one may want to lock in gains when shares are trading at the top end of the recent valuation range. At 13.5 times forward earnings, Intel's shares trade at a premium to the median earnings multiple they have traded at over the last couple of years, thus I wouldn't buy here. Instead, locking in gains in the high $60s seemed like an opportune choice. I wouldn't be too surprised if shares fell back towards the mid-$50s or lower at some point during this year.\nTakeaway\nOur picks for 2020 have done very well so far, easily beating the market and even purely value-focused ETFs. However, not all of these stocks are necessarily still a great buy. I personally wouldn't buy Intel now, as the stock has already delivered easily more than 20% this year, and is trading at the higher end of the recent valuation range. On the other hand, some of our picks, such as AbbVie or W. P. Carey, are still priced very favorably and may even be a better buy right now compared to the beginning of the year.\nWe welcome you to share your comments on the above stocks, as well as your picks for the remainder of 2021!","news_type":1},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915106619,"gmtCreate":1664976573932,"gmtModify":1676537537900,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TSLA 20221118 255.0 PUT\">$TSLA 20221118 255.0 PUT$</a>","listText":"<a href=\"https://ttm.financial/OPT/TSLA 20221118 255.0 PUT\">$TSLA 20221118 255.0 PUT$</a>","text":"$TSLA 20221118 255.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/4b23faef44ecb842b16468f2df63009f","width":"750","height":"1464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915106619","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9915106095,"gmtCreate":1664976504417,"gmtModify":1676537537884,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TSLA 20221118 255.0 PUT\">$TSLA 20221118 255.0 PUT$</a>","listText":"<a href=\"https://ttm.financial/OPT/TSLA 20221118 255.0 PUT\">$TSLA 20221118 255.0 PUT$</a>","text":"$TSLA 20221118 255.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/4b23faef44ecb842b16468f2df63009f","width":"750","height":"1464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915106095","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356491225,"gmtCreate":1616804420567,"gmtModify":1704799184968,"author":{"id":"3577491813858965","authorId":"3577491813858965","name":"Apple456","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577491813858965","authorIdStr":"3577491813858965"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356491225","repostId":"1155582622","repostType":2,"repost":{"id":"1155582622","kind":"news","pubTimestamp":1616426086,"share":"https://ttm.financial/m/news/1155582622?lang=&edition=fundamental","pubTime":"2021-03-22 23:14","market":"us","language":"en","title":"Taiwan Semiconductor: High Ground Versus Low Ground","url":"https://stock-news.laohu8.com/highlight/detail?id=1155582622","media":"seekingalpha","summary":"Taiwan Semiconductor Manufacturing Co., or TSMC, is at a \"choke point\" in the semiconductor supply chain, where the company can benefit from the rigidity of industry capacity expansion to meet demand surge.TSMC’s high-ground scenario includes possessing  the most advanced high-end technology,  the largest and still rising market share, and  15% annual revenue growth from $28 billion capex.If considering both the high-ground and low-ground cases, TSM is reasonably valued at the current $110’s lev","content":"<p><b>Summary</b></p>\n<ul>\n <li>Taiwan Semiconductor Manufacturing Co., or TSMC, is at a \"choke point\" in the semiconductor supply chain, where the company can benefit from the rigidity of industry capacity expansion to meet demand surge.</li>\n <li>TSMC’s high-ground scenario includes possessing (1) the most advanced high-end technology, (2) the largest and still rising market share, and (3) 15% annual revenue growth from $28 billion capex.</li>\n <li>TSMC’s future low-ground scenario includes (1) declining utilization rates due to fading WFH demand, (2) USD depreciations cutting into EPS, and (3) $28 billion capex cutting into future dividend payments.</li>\n <li>If considering both the high-ground and low-ground cases, TSM is reasonably valued at the current $110’s level with a moderate upside for 2021.</li>\n <li>The real excitement is that TSM may reach $170 by 2022.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59820ae2f73b142d92ed1e65f1b1085d\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Sundry Photography/iStock Editorial via Getty Images</span></p>\n<p>It is hardly an exaggeration to call Taiwan Semiconductor Manufacturing Company(NYSE:TSM)(“TSMC”) the most important company in the world. At the very least, Taiwanese call TSMC their “Protecting Taiwan God Mountain.” Considering it is practically the “choke point” of the $470 billion global semiconductor industry, TSMC is also “potentially the most single point of failure in the semiconductor value chain,”said&nbsp;Jan-Peter Kleinhans, Director of the technology and geopolitics project at Berlin-based think tank,<i>Stiftung Neue Verantwortung</i>.</p>\n<p>TSMC processes the most advanced foundry technology and the largest market share (54%) in a capacity-constrained industry. Obviously, both the company and the stock have benefited significantly from the limitation of capacity expansion to meet the surging demand. In 2020, TSMC’s revenue has grown 25%, while the stock went up over 90%. It appears that their stock has looked beyond the recent financial performance.</p>\n<p>For that purpose, in this post, I described TSMC's future with a best-case and a worst-case scenario, respectively. TSMC's high-ground is that the structural growth drivers should remain intact if the company can retain the technological advances to create a wider chip platform to support the long-term growth of AI and HPC. Short-term demand should stay strong due to the global chip shortage and possible Intel outsourcing. However, TSMC should also expect the low-ground cases that are mainly from the decreasing utilization rate, weakening USD, higher capital expenditure diluting future dividend payments, the market-wide rising yield effect, and valuation correction. I also mapped out the path of TSMC future share price movements under each scenario. Given a higher likelihood for the high-ground case, TSMC may have a 20% upside in the next 12 months and a 70% upside in the next 24 months.</p>\n<p><b>TSMC’s High Ground</b></p>\n<p>The best-case scenario assumes that TSMC will retain most of the following favorable factors which have contributed to TSMC’s 2020 gain:</p>\n<p><b>Most advanced high-end technology supports TSMC’s long-term structural growth.</b>Compared amongst peers, TSMC is easily the leader in the arcane Extreme Ultra Violet (ELV) process, where it has half the world’s installed base and&nbsp;60% of its production.By 2020, TSMC has delivered&nbsp;over 1 billion 7 nm chips, while Intel(NASDAQ:INTC)is still struggling to master its 7nm process. TSMC’s 5nm chips has lower defect rates than it did at this point in its 7nm development. It is already ramping up for 3 nm production by the end of 2022 and has begun working&nbsp;on the 2 nm process(see figure below). The lead in technology is the basis for the structural growth drivers which should remain intact in the next few years, with TSMC being the key enabler of this AI/HPC revolution.</p>\n<p><img src=\"https://static.tigerbbs.com/068ca2e4582ecb2e1a44f88ec1093900\" tg-width=\"640\" tg-height=\"429\"></p>\n<p><b>The market share hits</b>&nbsp;<b>54%</b>&nbsp;<b>and expects to rise.</b>After reporting record revenue in 2020 based on demand for 5G smartphones, notebooks for teleworking and high-performance computers, TSMC reached a commanding 54% market share with the next competitor, Samsung Electronics(OTC:SSNLF)at a distant 18%. It is expected that TSMC’s market share dominance may continue as Apple(NASDAQ:AAPL)remains TSMC’s major customer and will give the Taiwanese firm more business for chips made with its most advanced technology.</p>\n<p><b>Short-term demand remains robust in the logic semi space.</b>Thanks to WFH-induced global chip shortage<b>,</b>full utilization nearly across all process nodes (especially tight at 7nm, 40nm and 8\") with continued 28nm utilization improvement. The better-than-expected crypto miner ASIC demand helping to fill the gap of 5nm capacity slack due to iPhone order cuts and Apple seasonality.</p>\n<p><b>TSMC should see more corroboration</b>&nbsp;of growth momentum in HPC, potential Intel CPU orders at 3nm, faster growth in&nbsp;AMD&nbsp;CPU, and Nvidia’s(NASDAQ:NVDA)AI accelerators. Intel outsourcing, if executed, is estimated to add 1% to TSMC’s revenue (Mizuho).</p>\n<p><b>The $28 billion capex spending</b>&nbsp;reflects management's confidence about advanced node chips' long-term demand strength and possible 15% compound annual revenue growth in the next 2-3 years.</p>\n<p><b>TSMC’s Low Ground</b></p>\n<p>The low-ground case would include several negative factors on the horizon that the high-ground case does not consider:</p>\n<p><b>Decreasing utilization rate results from fading WFH demand.</b>TSMC has operated at full capacity for a while; however, weaker-than-expected demand and macro conditions may lead to downside risk for utilization rate forecasts.It is estimated&nbsp;that every 1% decline in the utilization rate could result in 4%-5% downside to the 2021-2022 EPS estimates.</p>\n<p><b>Medium-term inventory correction is inevitable.</b>Inventory correction from a fading WFH demand is expected in 2H21. Logic semi inventory restocking has lasted for 6-7 quarters by 1Q21. While near-term demand indicators remain solid in the logic semi space, it is likely that there will be some inventory correction after 2022, as suggested by the analyst forecasts (Figure 2). However, JP Morgan predicts that end demand drivers for TSMC are likely to become more structural rather than cyclical in the future, with revenues from HPC likely to crossover those from smartphones by 2023. Consequently, TSMC could fare better during logic semi down cycle and recover faster from the trough vs other tier-2 Foundries (JP Morgan).</p>\n<p><img src=\"https://static.tigerbbs.com/27ebf5f3771333335e3ec84dda7798fc\" tg-width=\"640\" tg-height=\"336\"></p>\n<p><b>Average selling price (ASP) may go down.</b>TSMC has benefited from a 6% increase in ASP in 2021/22. However, the advantage has been reduced due to pricing competition from Samsung.Mizuho&nbsp;estimated that every 1% fall in ASP could result in 2%-3% downside for our EPS estimates for 2021-22.</p>\n<p><b>Weakening USD (Strengthening TWD) cuts into EPS.</b>Approximately 99% of TSMC’s sales are denominated in US dollars, but only 15% of its Cost of Goods Sold is in US dollars. Thus, TWD appreciation impacts the company’s gross margin. Based on&nbsp;Mizuho’s estimate,every 1% TWD appreciation could lead to 1%-2% downside to EPS estimates for 2021-22.</p>\n<p><b>$28 billion Capex may dilute dividend payment</b>. Taiwan Semiconductor's 1Q guidance of 23% year-over-year revenue growth indicates stronger sales of computing processors and automotive chips may offset the seasonality of smartphone chips. The $28 billion full-year capital budget&nbsp;may cut into&nbsp;the company's free cash flow and lead to greater volatility in the dividend.</p>\n<p><b>From Future Financials to Future Stock Prices</b></p>\n<p>After the high-ground and low-ground scenarios are developed, I will explain how to convert forecast financials into future stock prices: If a stock is priced based on its forecast financials at each point in time, I should first find those financial metrics which have traditionally affected the stock prices. A historical relationship between the historical stock prices and these financial metrics is first identified (multiple regression method). Then, the current forecast of these financial metrics at different future time point can be used to generate the future stock price targets. Historically, TSMC's stock prices are known to react to consensus forecasts of revenue, EPS, gross margin, capital expenditure, and free cash flow or dividend, e.g., the relationships in Figures 1A-1B.</p>\n<p><img src=\"https://static.tigerbbs.com/6d8598e14f696255c7faa92760ef906f\" tg-width=\"640\" tg-height=\"329\"><img src=\"https://static.tigerbbs.com/ed9aa585df33e69929a8a843f28e00f3\" tg-width=\"640\" tg-height=\"325\"></p>\n<p>Keep in mind that although I used historical data to estimate a historical relationship, it is still a forward-looking process. This is because, at any point in time in history, TSMC's price is estimated by the forward estimates of the five financial metrics at that time. The only assumption I made is that investors used the same (forward-looking) valuation structure to price stocks consistently. Using the relationship and the analysts' next 10-quarter estimates of the five metrics, I was able to compute the future stock prices corresponding to those forward financials.</p>\n<p><b>High-Ground vs. Low-Ground Share Prices</b></p>\n<p>For high-ground scenario, I used the normal relationship which assumes TSMC stock price is determined by forecast quarterly revenue, EPS, capital expenditure, and dividend estimates. For low-ground scenario, I included additional negative factors of expected 10-year Treasury yield up moves (from futures contracts), the future USD depreciation (from futures contracts), the forecast higher inventory, and forecast distant revenue growth rates (for lower utilization rates).</p>\n<p><img src=\"https://static.tigerbbs.com/ad3a771ad144f1a71a405203b9b19b58\" tg-width=\"640\" tg-height=\"345\"></p>\n<p>In Figure 2, I showed the high-ground prices in red, the low-ground prices in green and the actual TSMC price in black. Of course, after Q1 2021, only predicted prices are available. If you can go along with my approach, Figure 3 becomes quite telling. First of all, up till today, both predicted prices seem to map the actual stock price quite closely, the tight relationship implicitly validate the power of the models. It is also expected both scenarios behaved very similarly because all the additional (negative) factors included in the low-ground case are more relevant in the next few quarters. This is why the high-ground price explains the realty better until today, as both actual and high-ground prices are around $118 at Q1 2021, while low-ground price is at $81.</p>\n<p><img src=\"https://static.tigerbbs.com/46ff924f4d6ece1e451e1ca16ddc2070\" tg-width=\"640\" tg-height=\"382\"></p>\n<p>It is more important to see how the future share price plays out under each scenario. Table 1 indicates that the high-ground prices consistently trade at a $40 premium over the low-ground price and eventually to over $80 premium by Q4 2022. Of course, you can assign your own estimates on the chance that each scenario will happen. Due to the short-term nature of all the negative factors, my own guess is biased to the high-ground, fundamental picture of TSMC. Using a 30% low-ground/70% high-ground guess, the resulting TSMC future share price may be relatively flat in 2021 but will take off to $170 by the end of 2022 (Table 1).</p>\n<p><b>Takeaways</b></p>\n<p>Being the largest player in a critically important space, TSMC is at the choke point that gives the company an advantage to benefit from the rigidity of capacity expansion to meet demand surge (high ground). It appears that TSMC share price has already priced in this advantage. But like all other tech stocks, TSM has not priced in the rising yields, fading WFH demand, high valuation, and future competitors’ challenges (low ground).</p>\n<p>If considering both the high ground and low ground cases, TSM is reasonably valued at the current $110’s level. But share price is expected to have moderate upside for 2021. The real excitement will be in 2022 when the negative low-ground factors are out of the system. TSM may reach $170 by 2022.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taiwan Semiconductor: High Ground Versus Low Ground</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\">\nTaiwan Semiconductor: High Ground Versus Low Ground\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4415213-taiwan-semiconductor-stock-high-ground-versus-low-ground><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTaiwan Semiconductor Manufacturing Co., or TSMC, is at a \"choke point\" in the semiconductor supply chain, where the company can benefit from the rigidity of industry capacity expansion to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4415213-taiwan-semiconductor-stock-high-ground-versus-low-ground\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://seekingalpha.com/article/4415213-taiwan-semiconductor-stock-high-ground-versus-low-ground","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155582622","content_text":"Summary\n\nTaiwan Semiconductor Manufacturing Co., or TSMC, is at a \"choke point\" in the semiconductor supply chain, where the company can benefit from the rigidity of industry capacity expansion to meet demand surge.\nTSMC’s high-ground scenario includes possessing (1) the most advanced high-end technology, (2) the largest and still rising market share, and (3) 15% annual revenue growth from $28 billion capex.\nTSMC’s future low-ground scenario includes (1) declining utilization rates due to fading WFH demand, (2) USD depreciations cutting into EPS, and (3) $28 billion capex cutting into future dividend payments.\nIf considering both the high-ground and low-ground cases, TSM is reasonably valued at the current $110’s level with a moderate upside for 2021.\nThe real excitement is that TSM may reach $170 by 2022.\n\nPhoto by Sundry Photography/iStock Editorial via Getty Images\nIt is hardly an exaggeration to call Taiwan Semiconductor Manufacturing Company(NYSE:TSM)(“TSMC”) the most important company in the world. At the very least, Taiwanese call TSMC their “Protecting Taiwan God Mountain.” Considering it is practically the “choke point” of the $470 billion global semiconductor industry, TSMC is also “potentially the most single point of failure in the semiconductor value chain,”said Jan-Peter Kleinhans, Director of the technology and geopolitics project at Berlin-based think tank,Stiftung Neue Verantwortung.\nTSMC processes the most advanced foundry technology and the largest market share (54%) in a capacity-constrained industry. Obviously, both the company and the stock have benefited significantly from the limitation of capacity expansion to meet the surging demand. In 2020, TSMC’s revenue has grown 25%, while the stock went up over 90%. It appears that their stock has looked beyond the recent financial performance.\nFor that purpose, in this post, I described TSMC's future with a best-case and a worst-case scenario, respectively. TSMC's high-ground is that the structural growth drivers should remain intact if the company can retain the technological advances to create a wider chip platform to support the long-term growth of AI and HPC. Short-term demand should stay strong due to the global chip shortage and possible Intel outsourcing. However, TSMC should also expect the low-ground cases that are mainly from the decreasing utilization rate, weakening USD, higher capital expenditure diluting future dividend payments, the market-wide rising yield effect, and valuation correction. I also mapped out the path of TSMC future share price movements under each scenario. Given a higher likelihood for the high-ground case, TSMC may have a 20% upside in the next 12 months and a 70% upside in the next 24 months.\nTSMC’s High Ground\nThe best-case scenario assumes that TSMC will retain most of the following favorable factors which have contributed to TSMC’s 2020 gain:\nMost advanced high-end technology supports TSMC’s long-term structural growth.Compared amongst peers, TSMC is easily the leader in the arcane Extreme Ultra Violet (ELV) process, where it has half the world’s installed base and 60% of its production.By 2020, TSMC has delivered over 1 billion 7 nm chips, while Intel(NASDAQ:INTC)is still struggling to master its 7nm process. TSMC’s 5nm chips has lower defect rates than it did at this point in its 7nm development. It is already ramping up for 3 nm production by the end of 2022 and has begun working on the 2 nm process(see figure below). The lead in technology is the basis for the structural growth drivers which should remain intact in the next few years, with TSMC being the key enabler of this AI/HPC revolution.\n\nThe market share hits 54% and expects to rise.After reporting record revenue in 2020 based on demand for 5G smartphones, notebooks for teleworking and high-performance computers, TSMC reached a commanding 54% market share with the next competitor, Samsung Electronics(OTC:SSNLF)at a distant 18%. It is expected that TSMC’s market share dominance may continue as Apple(NASDAQ:AAPL)remains TSMC’s major customer and will give the Taiwanese firm more business for chips made with its most advanced technology.\nShort-term demand remains robust in the logic semi space.Thanks to WFH-induced global chip shortage,full utilization nearly across all process nodes (especially tight at 7nm, 40nm and 8\") with continued 28nm utilization improvement. The better-than-expected crypto miner ASIC demand helping to fill the gap of 5nm capacity slack due to iPhone order cuts and Apple seasonality.\nTSMC should see more corroboration of growth momentum in HPC, potential Intel CPU orders at 3nm, faster growth in AMD CPU, and Nvidia’s(NASDAQ:NVDA)AI accelerators. Intel outsourcing, if executed, is estimated to add 1% to TSMC’s revenue (Mizuho).\nThe $28 billion capex spending reflects management's confidence about advanced node chips' long-term demand strength and possible 15% compound annual revenue growth in the next 2-3 years.\nTSMC’s Low Ground\nThe low-ground case would include several negative factors on the horizon that the high-ground case does not consider:\nDecreasing utilization rate results from fading WFH demand.TSMC has operated at full capacity for a while; however, weaker-than-expected demand and macro conditions may lead to downside risk for utilization rate forecasts.It is estimated that every 1% decline in the utilization rate could result in 4%-5% downside to the 2021-2022 EPS estimates.\nMedium-term inventory correction is inevitable.Inventory correction from a fading WFH demand is expected in 2H21. Logic semi inventory restocking has lasted for 6-7 quarters by 1Q21. While near-term demand indicators remain solid in the logic semi space, it is likely that there will be some inventory correction after 2022, as suggested by the analyst forecasts (Figure 2). However, JP Morgan predicts that end demand drivers for TSMC are likely to become more structural rather than cyclical in the future, with revenues from HPC likely to crossover those from smartphones by 2023. Consequently, TSMC could fare better during logic semi down cycle and recover faster from the trough vs other tier-2 Foundries (JP Morgan).\n\nAverage selling price (ASP) may go down.TSMC has benefited from a 6% increase in ASP in 2021/22. However, the advantage has been reduced due to pricing competition from Samsung.Mizuho estimated that every 1% fall in ASP could result in 2%-3% downside for our EPS estimates for 2021-22.\nWeakening USD (Strengthening TWD) cuts into EPS.Approximately 99% of TSMC’s sales are denominated in US dollars, but only 15% of its Cost of Goods Sold is in US dollars. Thus, TWD appreciation impacts the company’s gross margin. Based on Mizuho’s estimate,every 1% TWD appreciation could lead to 1%-2% downside to EPS estimates for 2021-22.\n$28 billion Capex may dilute dividend payment. Taiwan Semiconductor's 1Q guidance of 23% year-over-year revenue growth indicates stronger sales of computing processors and automotive chips may offset the seasonality of smartphone chips. The $28 billion full-year capital budget may cut into the company's free cash flow and lead to greater volatility in the dividend.\nFrom Future Financials to Future Stock Prices\nAfter the high-ground and low-ground scenarios are developed, I will explain how to convert forecast financials into future stock prices: If a stock is priced based on its forecast financials at each point in time, I should first find those financial metrics which have traditionally affected the stock prices. A historical relationship between the historical stock prices and these financial metrics is first identified (multiple regression method). Then, the current forecast of these financial metrics at different future time point can be used to generate the future stock price targets. Historically, TSMC's stock prices are known to react to consensus forecasts of revenue, EPS, gross margin, capital expenditure, and free cash flow or dividend, e.g., the relationships in Figures 1A-1B.\n\nKeep in mind that although I used historical data to estimate a historical relationship, it is still a forward-looking process. This is because, at any point in time in history, TSMC's price is estimated by the forward estimates of the five financial metrics at that time. The only assumption I made is that investors used the same (forward-looking) valuation structure to price stocks consistently. Using the relationship and the analysts' next 10-quarter estimates of the five metrics, I was able to compute the future stock prices corresponding to those forward financials.\nHigh-Ground vs. Low-Ground Share Prices\nFor high-ground scenario, I used the normal relationship which assumes TSMC stock price is determined by forecast quarterly revenue, EPS, capital expenditure, and dividend estimates. For low-ground scenario, I included additional negative factors of expected 10-year Treasury yield up moves (from futures contracts), the future USD depreciation (from futures contracts), the forecast higher inventory, and forecast distant revenue growth rates (for lower utilization rates).\n\nIn Figure 2, I showed the high-ground prices in red, the low-ground prices in green and the actual TSMC price in black. Of course, after Q1 2021, only predicted prices are available. If you can go along with my approach, Figure 3 becomes quite telling. First of all, up till today, both predicted prices seem to map the actual stock price quite closely, the tight relationship implicitly validate the power of the models. It is also expected both scenarios behaved very similarly because all the additional (negative) factors included in the low-ground case are more relevant in the next few quarters. This is why the high-ground price explains the realty better until today, as both actual and high-ground prices are around $118 at Q1 2021, while low-ground price is at $81.\n\nIt is more important to see how the future share price plays out under each scenario. Table 1 indicates that the high-ground prices consistently trade at a $40 premium over the low-ground price and eventually to over $80 premium by Q4 2022. Of course, you can assign your own estimates on the chance that each scenario will happen. Due to the short-term nature of all the negative factors, my own guess is biased to the high-ground, fundamental picture of TSMC. Using a 30% low-ground/70% high-ground guess, the resulting TSMC future share price may be relatively flat in 2021 but will take off to $170 by the end of 2022 (Table 1).\nTakeaways\nBeing the largest player in a critically important space, TSMC is at the choke point that gives the company an advantage to benefit from the rigidity of capacity expansion to meet demand surge (high ground). It appears that TSMC share price has already priced in this advantage. But like all other tech stocks, TSM has not priced in the rising yields, fading WFH demand, high valuation, and future competitors’ challenges (low ground).\nIf considering both the high ground and low ground cases, TSM is reasonably valued at the current $110’s level. But share price is expected to have moderate upside for 2021. The real excitement will be in 2022 when the negative low-ground factors are out of the system. TSM may reach $170 by 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}