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2021-09-20

Like kike

2021-09-18

Like

3 Top Warren Buffett Stocks to Buy and Hold

2021-09-07

?? all the way

Apple reached record high in early trading, $3 Trillion Is Next, Says This Expert

2021-09-07

Like

Toplines Before US Market Open on Tuesday

2021-09-07

Good article

3 Golden Rules On How To Invest At All-Time Highs

2021-09-07

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These are the most important things to check on a stock's quote page before deciding whether to buy or sell

2021-09-02

Good news. Do contribute back into your country well-being

Sorry, the original content has been removed

2021-08-31

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Sorry, the original content has been removed

2021-08-26

Apple a day keep the doctor away

This could be Apple's next $20 billion business

2021-08-24

Press on !

Hot chinese concept stocks surged in premarket trading

2021-08-23

Intel, AMD, TSM

The Chip Shortage Looks Like the Oil Shortage of the 1970s. What It Means for Stocks and the Economy.

2021-08-23

Apple and Microsoft are very good stocks to keep.

3 Warren Buffett Dividend Stocks Begging to Be Bought

2021-08-21

Hold on tight

5 Ultra-Popular Stocks With 108% to 212% Upside, According to Wall Street

2021-08-18

Good guide

Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios

2021-08-15

Buy

AMD, Intel, And Nvidia: Which Is The Best Chip Stock?

2021-08-15

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These 10 Standout Stocks Could Be the Next Amazon

2021-08-15

Worth monitor

2 Robinhood Stocks to Buy in August

2021-08-15

Nio nio all the way

How to value Nio's stock compared to Tesla, VW, Ford and other rivals

2021-08-12

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Nio released earnings Wednesday. Here’s how to value its stock compared to Tesla, Ford and other rivals

2021-08-12

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Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises

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It's not just a game that children play. For some, it's their investment strategy.</p>\n<p>The idea is to base your own investments on a successful investor's portfolio. There are quite a few famous investors who you could follow, and Warren Buffett stands out as one of the greatest. He earned the nickname \"Oracle of Omaha\" by outperforming the market for decades.</p>\n<p>Following the leader isn't always the best investing approach, though. Your current situation and goals are likely quite different from a multibillionaire like Buffett.</p>\n<p>However, there are some stocks that the legendary investor likes that are also great long-term picks for many not-so-famous investors. Here are three top Buffett stocks to buy and hold.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F642023%2Fwarren-buffett-tmf.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: The Motley Fool.</span></p>\n<h2>1. Berkshire Hathaway</h2>\n<p><b>Berkshire Hathaway</b> (NYSE:BRK.A) (NYSE:BRK.B) stands out as the obvious Buffett stock to buy and hold. With Berkshire, you'll get to fully share in the great investor's future success.</p>\n<p>From 1965 (when Buffett took over) to 2020, Berkshire Hathaway stock delivered a compounded annual gain of 20%. That's nearly double the return of the <b>S&amp;P 500 index </b>during the period. So far this year, Berkshire's performance is close to its historical average gain.</p>\n<p>Will Berkshire keep up its winning ways? Probably so. For one thing, the company sits atop a massive cash stockpile of more than $140 billion. And Berkshire's core businesses keep churning out more cash. There's a lot of dry powder to use in buying stocks at a discount in the next major pullback.</p>\n<p>Also, Buffett is allowing his investment managers to call the shots more frequently on which stocks to buy. That's resulting in a more aggressive strategy that could pay off handsomely over the long term.</p>\n<h2>2. Apple</h2>\n<p>Outside of Berkshire Hathaway itself, <b>Apple</b> (NASDAQ:AAPL) ranks as Buffett's favorite stock. It's no coincidence that Berkshire owns far more shares of the tech giant than any other company.</p>\n<p>Apple stock has given investors more than a five times return over the last five years, but shares are lagging behind the overall market in 2021. However, this $2.5 trillion company still has plenty of room to grow.</p>\n<p>The increased adoption of 5G networks continues to fuel higher iPhone sales. This trend also benefits much of Apple's ecosystem, including the App Store, iCloud, and peripheral devices such as AirPods and Apple Watch.</p>\n<p>Apple also has other growth drivers. Its AppleTV+ streaming service is becoming a powerhouse in its own right. Augmented reality and virtual reality also present tremendous growth opportunities for the company.</p>\n<h2>3. Johnson &amp; Johnson</h2>\n<p>Buffett used to be a bigger fan of&nbsp;<b>Johnson &amp; Johnson</b> (NYSE:JNJ) than he is now. The healthcare stock makes up only a tiny portion of Berkshire's portfolio. However, J&amp;J is nonetheless one of the best Buffett stocks to own if you have a long-term investing horizon.</p>\n<p>Johnson &amp; Johnson is the biggest global player in the fast-growing healthcare market. Many of its products are necessities instead of \"nice-to-haves.\" J&amp;J is a leader in multiple major healthcare arenas -- consumer health, medical devices, and pharmaceuticals.</p>\n<p>Granted, Johnson &amp; Johnson stock has badly underperformed the <b>S&amp;P 500</b> over the last decade. The company is in a stronger position for growth now, though, thanks in large part to its research and development investments and acquisitions. Roughly one-fourth of J&amp;J's total sales come from products launched over the past five years.</p>\n<p>Buffett lives by two rules of investing. Rule No. 1 is never lose money. Rule No. 2 is don't forget Rule No. 1. With its diversified healthcare operations and financial strength, Johnson &amp; Johnson is arguably one of the best stocks to buy and hold to follow Buffett's investing rules.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Warren Buffett Stocks to Buy and Hold</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Warren Buffett Stocks to Buy and Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-17 19:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/17/3-top-warren-buffett-stocks-to-buy-and-hold/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Follow the leader. It's not just a game that children play. For some, it's their investment strategy.\nThe idea is to base your own investments on a successful investor's portfolio. There are quite a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/17/3-top-warren-buffett-stocks-to-buy-and-hold/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","JNJ":"强生","BRK.B":"伯克希尔B","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/09/17/3-top-warren-buffett-stocks-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168552491","content_text":"Follow the leader. It's not just a game that children play. For some, it's their investment strategy.\nThe idea is to base your own investments on a successful investor's portfolio. There are quite a few famous investors who you could follow, and Warren Buffett stands out as one of the greatest. He earned the nickname \"Oracle of Omaha\" by outperforming the market for decades.\nFollowing the leader isn't always the best investing approach, though. Your current situation and goals are likely quite different from a multibillionaire like Buffett.\nHowever, there are some stocks that the legendary investor likes that are also great long-term picks for many not-so-famous investors. Here are three top Buffett stocks to buy and hold.\nImage source: The Motley Fool.\n1. Berkshire Hathaway\nBerkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) stands out as the obvious Buffett stock to buy and hold. With Berkshire, you'll get to fully share in the great investor's future success.\nFrom 1965 (when Buffett took over) to 2020, Berkshire Hathaway stock delivered a compounded annual gain of 20%. That's nearly double the return of the S&P 500 index during the period. So far this year, Berkshire's performance is close to its historical average gain.\nWill Berkshire keep up its winning ways? Probably so. For one thing, the company sits atop a massive cash stockpile of more than $140 billion. And Berkshire's core businesses keep churning out more cash. There's a lot of dry powder to use in buying stocks at a discount in the next major pullback.\nAlso, Buffett is allowing his investment managers to call the shots more frequently on which stocks to buy. That's resulting in a more aggressive strategy that could pay off handsomely over the long term.\n2. Apple\nOutside of Berkshire Hathaway itself, Apple (NASDAQ:AAPL) ranks as Buffett's favorite stock. It's no coincidence that Berkshire owns far more shares of the tech giant than any other company.\nApple stock has given investors more than a five times return over the last five years, but shares are lagging behind the overall market in 2021. However, this $2.5 trillion company still has plenty of room to grow.\nThe increased adoption of 5G networks continues to fuel higher iPhone sales. This trend also benefits much of Apple's ecosystem, including the App Store, iCloud, and peripheral devices such as AirPods and Apple Watch.\nApple also has other growth drivers. Its AppleTV+ streaming service is becoming a powerhouse in its own right. Augmented reality and virtual reality also present tremendous growth opportunities for the company.\n3. Johnson & Johnson\nBuffett used to be a bigger fan of Johnson & Johnson (NYSE:JNJ) than he is now. The healthcare stock makes up only a tiny portion of Berkshire's portfolio. However, J&J is nonetheless one of the best Buffett stocks to own if you have a long-term investing horizon.\nJohnson & Johnson is the biggest global player in the fast-growing healthcare market. Many of its products are necessities instead of \"nice-to-haves.\" J&J is a leader in multiple major healthcare arenas -- consumer health, medical devices, and pharmaceuticals.\nGranted, Johnson & Johnson stock has badly underperformed the S&P 500 over the last decade. The company is in a stronger position for growth now, though, thanks in large part to its research and development investments and acquisitions. Roughly one-fourth of J&J's total sales come from products launched over the past five years.\nBuffett lives by two rules of investing. Rule No. 1 is never lose money. Rule No. 2 is don't forget Rule No. 1. With its diversified healthcare operations and financial strength, Johnson & Johnson is arguably one of the best stocks to buy and hold to follow Buffett's investing rules.","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880133502,"gmtCreate":1631024121806,"gmtModify":1676530446088,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"?? all the way","listText":"?? all the way","text":"?? all the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/880133502","repostId":"1148433063","repostType":4,"repost":{"id":"1148433063","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631022522,"share":"https://ttm.financial/m/news/1148433063?lang=&edition=fundamental","pubTime":"2021-09-07 21:48","market":"us","language":"en","title":"Apple reached record high in early trading, $3 Trillion Is Next, Says This Expert","url":"https://stock-news.laohu8.com/highlight/detail?id=1148433063","media":"Tiger Newspress","summary":"(Sept 7) Apple reached record high in early trading.\n\n\nWedbush’s Dan Ives has made a bold prediction","content":"<p>(Sept 7)&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> reached record high in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/96dca33753e8aa6e7dc7045ba0a22ae2\" tg-width=\"1094\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p>\n<blockquote>\n <b>Wedbush’s Dan Ives has made a bold prediction: <a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock will be valued at $3 trillion within six to nine months. Here is what supports his bullish thesis.</b>\n</blockquote>\n<p>Wedbush analyst Dan Ives, whom&nbsp;the Apple Maven interviewed a few weeks ago, is not letting off the gas. In his opinion, <a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock-Get Apple Inc. (AAPL) Report&nbsp;will be valued at $3 trillion within the next six to nine months – thus becoming the first company to ever reach this valuation milestone.</p>\n<p>The Apple Maven reviews Mr. Ives’ bullish thesis and the key factors that support it. Lastly, I present <a href=\"https://laohu8.com/S/AONE.U\">one</a> rare instance in which I disagree with the Wedbush analyst.</p>\n<p><b>It starts with the super cycle</b></p>\n<p>During his&nbsp;interview&nbsp;with Bloomberg, Dan Ives explained why Apple stock should be worth $3 trillion soon, up 18% from $2.55 trillion today. At the core of the bullish case is what the analyst calls the “elongated iPhone super cycle”.</p>\n<p>In my conversation with Dan, he explained that Wall Street underestimates the depth of the upgrade cycle that the iPhone 12 has merely kickstarted. Rather than one wave, he sees multiple iterations of smartphone users buying Apple’s new devices over the next few years. His quote:</p>\n<blockquote>\n “If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. 5G does not get fully embraced for the next two or three years, until the networks are built out. In <a href=\"https://laohu8.com/S/CAAS\">China</a> [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”\n</blockquote>\n<p><b>Services and innovation</b></p>\n<p>But not all is about iPhone sales upside. Dan also mentioned two other important factors that support his bullishness: services and technological innovations.</p>\n<p>On the former, the analyst believes that this massive segment, which produces $65 billion in revenues per year and grows at a pace of 20%-plus, is worth $1.4 trillion. The 20x implied price-to-sales valuation may seem too rich, but less so if one considers the enviable 65% op margins and solid growth prospects.</p>\n<p>Regarding the latter, Dan points out that Apple continues to impress on the technological innovation front – something that has not been left in the rearview mirror, as some skeptics believe. I agree with this take, especially ahead of two likely product launches in the next five years:mixed-reality headsetsandthe Apple Car.</p>\n<p><b>On the App Store risk</b></p>\n<p>I tend to agree with Dan Ives on most of the arguments that he makes about Apple and its stock. However, in my view, he does not seem worried enough about the risks associated with the App Store and the scrutiny around Apple’s highly lucrative app platform.</p>\n<p>Dan certainly recognizes the regulatory challenges. However, he sees the consequences leaning more towards fines rather than business model changes. He thinks that the risk to the 30% App Store fee is seen as contained by investors, which seems evident in lack of share price pressures as of late.</p>\n<p>I, on the other hand,believe that the business model changesare already underway. The key question in my mind is not if there will be a negative impact, but to what extent. I believe only time will answer this question with any accuracy, starting with Apple’s fiscal Q4 earnings report and fiscal Q1 guidance to be released in October.</p>\n<p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> speaks</b></p>\n<p>The most bullish of Apple analysts thinks that AAPL will be valued at $3 trillion within the next 6 to 9 months. How likely do you think that this price target will materialize within this time frame?</p>\n<p><img src=\"https://static.tigerbbs.com/d18b1381ad0ad256d9235af07734ab85\" tg-width=\"562\" tg-height=\"338\" referrerpolicy=\"no-referrer\"></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>Apple reached record high in early trading, $3 Trillion Is Next, Says This Expert</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple reached record high in early trading, $3 Trillion Is Next, Says This Expert\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-07 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Sept 7)&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> reached record high in early trading.</p>\n<p><img src=\"https://static.tigerbbs.com/96dca33753e8aa6e7dc7045ba0a22ae2\" tg-width=\"1094\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p>\n<blockquote>\n <b>Wedbush’s Dan Ives has made a bold prediction: <a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock will be valued at $3 trillion within six to nine months. Here is what supports his bullish thesis.</b>\n</blockquote>\n<p>Wedbush analyst Dan Ives, whom&nbsp;the Apple Maven interviewed a few weeks ago, is not letting off the gas. In his opinion, <a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock-Get Apple Inc. (AAPL) Report&nbsp;will be valued at $3 trillion within the next six to nine months – thus becoming the first company to ever reach this valuation milestone.</p>\n<p>The Apple Maven reviews Mr. Ives’ bullish thesis and the key factors that support it. Lastly, I present <a href=\"https://laohu8.com/S/AONE.U\">one</a> rare instance in which I disagree with the Wedbush analyst.</p>\n<p><b>It starts with the super cycle</b></p>\n<p>During his&nbsp;interview&nbsp;with Bloomberg, Dan Ives explained why Apple stock should be worth $3 trillion soon, up 18% from $2.55 trillion today. At the core of the bullish case is what the analyst calls the “elongated iPhone super cycle”.</p>\n<p>In my conversation with Dan, he explained that Wall Street underestimates the depth of the upgrade cycle that the iPhone 12 has merely kickstarted. Rather than one wave, he sees multiple iterations of smartphone users buying Apple’s new devices over the next few years. His quote:</p>\n<blockquote>\n “If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. 5G does not get fully embraced for the next two or three years, until the networks are built out. In <a href=\"https://laohu8.com/S/CAAS\">China</a> [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”\n</blockquote>\n<p><b>Services and innovation</b></p>\n<p>But not all is about iPhone sales upside. Dan also mentioned two other important factors that support his bullishness: services and technological innovations.</p>\n<p>On the former, the analyst believes that this massive segment, which produces $65 billion in revenues per year and grows at a pace of 20%-plus, is worth $1.4 trillion. The 20x implied price-to-sales valuation may seem too rich, but less so if one considers the enviable 65% op margins and solid growth prospects.</p>\n<p>Regarding the latter, Dan points out that Apple continues to impress on the technological innovation front – something that has not been left in the rearview mirror, as some skeptics believe. I agree with this take, especially ahead of two likely product launches in the next five years:mixed-reality headsetsandthe Apple Car.</p>\n<p><b>On the App Store risk</b></p>\n<p>I tend to agree with Dan Ives on most of the arguments that he makes about Apple and its stock. However, in my view, he does not seem worried enough about the risks associated with the App Store and the scrutiny around Apple’s highly lucrative app platform.</p>\n<p>Dan certainly recognizes the regulatory challenges. However, he sees the consequences leaning more towards fines rather than business model changes. He thinks that the risk to the 30% App Store fee is seen as contained by investors, which seems evident in lack of share price pressures as of late.</p>\n<p>I, on the other hand,believe that the business model changesare already underway. The key question in my mind is not if there will be a negative impact, but to what extent. I believe only time will answer this question with any accuracy, starting with Apple’s fiscal Q4 earnings report and fiscal Q1 guidance to be released in October.</p>\n<p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> speaks</b></p>\n<p>The most bullish of Apple analysts thinks that AAPL will be valued at $3 trillion within the next 6 to 9 months. How likely do you think that this price target will materialize within this time frame?</p>\n<p><img src=\"https://static.tigerbbs.com/d18b1381ad0ad256d9235af07734ab85\" tg-width=\"562\" tg-height=\"338\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148433063","content_text":"(Sept 7) Apple reached record high in early trading.\n\n\nWedbush’s Dan Ives has made a bold prediction: Apple stock will be valued at $3 trillion within six to nine months. Here is what supports his bullish thesis.\n\nWedbush analyst Dan Ives, whom the Apple Maven interviewed a few weeks ago, is not letting off the gas. In his opinion, Apple stock-Get Apple Inc. (AAPL) Report will be valued at $3 trillion within the next six to nine months – thus becoming the first company to ever reach this valuation milestone.\nThe Apple Maven reviews Mr. Ives’ bullish thesis and the key factors that support it. Lastly, I present one rare instance in which I disagree with the Wedbush analyst.\nIt starts with the super cycle\nDuring his interview with Bloomberg, Dan Ives explained why Apple stock should be worth $3 trillion soon, up 18% from $2.55 trillion today. At the core of the bullish case is what the analyst calls the “elongated iPhone super cycle”.\nIn my conversation with Dan, he explained that Wall Street underestimates the depth of the upgrade cycle that the iPhone 12 has merely kickstarted. Rather than one wave, he sees multiple iterations of smartphone users buying Apple’s new devices over the next few years. His quote:\n\n “If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. 5G does not get fully embraced for the next two or three years, until the networks are built out. In China [where the 5G infrastructure is further ahead], the iPhone 12, especially the larger Pro versions, really sold extremely well.”\n\nServices and innovation\nBut not all is about iPhone sales upside. Dan also mentioned two other important factors that support his bullishness: services and technological innovations.\nOn the former, the analyst believes that this massive segment, which produces $65 billion in revenues per year and grows at a pace of 20%-plus, is worth $1.4 trillion. The 20x implied price-to-sales valuation may seem too rich, but less so if one considers the enviable 65% op margins and solid growth prospects.\nRegarding the latter, Dan points out that Apple continues to impress on the technological innovation front – something that has not been left in the rearview mirror, as some skeptics believe. I agree with this take, especially ahead of two likely product launches in the next five years:mixed-reality headsetsandthe Apple Car.\nOn the App Store risk\nI tend to agree with Dan Ives on most of the arguments that he makes about Apple and its stock. However, in my view, he does not seem worried enough about the risks associated with the App Store and the scrutiny around Apple’s highly lucrative app platform.\nDan certainly recognizes the regulatory challenges. However, he sees the consequences leaning more towards fines rather than business model changes. He thinks that the risk to the 30% App Store fee is seen as contained by investors, which seems evident in lack of share price pressures as of late.\nI, on the other hand,believe that the business model changesare already underway. The key question in my mind is not if there will be a negative impact, but to what extent. I believe only time will answer this question with any accuracy, starting with Apple’s fiscal Q4 earnings report and fiscal Q1 guidance to be released in October.\nTwitter speaks\nThe most bullish of Apple analysts thinks that AAPL will be valued at $3 trillion within the next 6 to 9 months. How likely do you think that this price target will materialize within this time frame?","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880310962,"gmtCreate":1631018886056,"gmtModify":1676530443464,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/880310962","repostId":"1169993498","repostType":4,"repost":{"id":"1169993498","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631015740,"share":"https://ttm.financial/m/news/1169993498?lang=&edition=fundamental","pubTime":"2021-09-07 19:55","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1169993498","media":"Tiger Newspress","summary":"U.S. stock futureswere flat Tuesday.\nOn Wall Street, cyclical stocks are the best performers, led by","content":"<ul>\n <li>U.S. stock futureswere flat Tuesday.</li>\n <li>On Wall Street, cyclical stocks are the best performers, led by Financials. Info Tech,&nbsp;Communication Services and Energy are slightly lower.</li>\n <li>The dollar and Treasuries yields rose, gold and cryptos dropped.</li>\n <li>Bitcoin could be active today asit becomes legal tender in El Salvador and has gained the attention of the Reddit crowd.</li>\n</ul>\n<p>(Sept 7)&nbsp;European bourses dipped in the red and a rally in US equity futures which traded near all-time highs after the Labor Day holiday fizzled, as&nbsp; investors weighed China’s better-than-forecast&nbsp;trade data against the growing likelihood of fading central-bank support. S&amp;P500 futures traded fractionally in the green and Nasdaq 100 indexes slipped and equity gains in China and Japan were followed by losses in Europe as investors speculated the ECB may get ready to roll back stimulus. The dollar and Treasuries yields rose, gold and cryptos dropped.</p>\n<p>At 8:00 a.m. ET, Dow E-minis were up 33 points, or 0.09%, S&amp;P 500 E-minis were up 2.5 points, or 0.06% and Nasdaq 100 E-minis were up 2.75 points, or 0.02%.</p>\n<p><img src=\"https://static.tigerbbs.com/774e551b2ebb39de9eaeec90e5af95c9\" tg-width=\"1242\" tg-height=\"518\" referrerpolicy=\"no-referrer\"></p>\n<p>Tech gigacaps such as Microsoft, Amazon.com and Facebook eased about 0.2% each, while Apple and Google were slightly higher.</p>\n<p>Tracking benchmark bond yields higher, banks including Wells Fargo, Goldman Sachs, Citigroup and JP Morgan rose between 0.4% and 0.5%.</p>\n<p>Among meme stocks, IronNet more than doubled in value in premarket trading after the cybersecurity company was touted on Reddit and StockTwits.&nbsp;</p>\n<p>Chinese technology stocks listed in the U.S. rose premarket, amid surprisingly strong trade data (see below), renewed demand for technology shares, the lack of new regulatory announcements and Tencent’s plans to buy back more shares. Alibaba (BABA) was up 2.35% and Didi (DIDI) gained 2.55%, while Baidu (BIDU) gains 3.33%.</p>\n<p><img src=\"https://static.tigerbbs.com/f7d4a60cfccf02d72f36227e0e14cd3e\" tg-width=\"274\" tg-height=\"716\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<ul>\n <li>Alcoa (AA) shares rise 2.9%&nbsp;premarket, catching up with the jump in aluminum prices seen on Monday when U.S. markets were closed.</li>\n <li>Farfetch (FTCH) drops 0.7% after Arete downgraded the stock to sell, citing China risks along with a drag to gross margin from Tmall fees.</li>\n <li>Columbia Property Trust Inc (CXP) jumped 15.8% after Pacific Investment Management Company said it would buy the company for $2.2 billion.</li>\n <li>InflaRx (IFRX) shares rally 23% after it was among the companies awarded grants in Germany for Covid-19 drug development.</li>\n <li>IronNet (IRNT) shares soar 106% with the stock being touted on Reddit and StockTwits.</li>\n <li>Match Group (MTCH) surges 14% on being named to the S&amp;P 500 Index.</li>\n <li>Moderna (MRNA) declines 1.6% after report that Japan’s health ministry said that a man in his 40s died after receiving the biotech’s Covid-19 vaccine from production lots that are being recalled due to possible contamination</li>\n <li>Vertex Pharmaceuticals fell 1.8% in early New York trading after Morgan Stanley cut its stock recommendation to underweight.</li>\n</ul>\n<p>The world’s biggest economy remains “in good health” despite a recent increase in Covid-19 infections, according to Mark Haefele, chief investment officer at UBS Global Wealth. “This will support stocks, in our view, especially in cyclical industries like energy and financials,” Haefele said. “We continue to advise investors to position for reopening and recovery.”</p>\n<p>Another thing that supports stocks is that the market is no longer expecting a Fed announcement about tapering in September, Esty Dwek, a global market strategist at Natixis Investment Managers, told Bloomberg Television. “Tapering doesn’t matter that much for markets. It’s priced in, it’s expected. But the reality is that interest rate hikes matter.” Justifying this view wasGoldman's latest GDP forecast cuton Monday, its third in the past month, which saw the bank trim its full-year 2021 GDP forecast to 5.7% from 6.0%.</p>\n<p><img src=\"https://static.tigerbbs.com/858faccbc6f7fdcbcba5f727c38900c2\" tg-width=\"952\" tg-height=\"625\" width=\"100%\" height=\"auto\">The S&amp;P 500 and the Nasdaq have gained around 1.5% each since Aug. 27 following dovish commentary from Fed Chair Jerome Powell at the Jackson Hole Symposium where he again said that a stable job market was an essential goal for the central bank to start pulling back monetary support.</p>\n<p>Optimism that the Fed will delay tapering was offset by concerns that the ECB could turn hawkish at its meeting this week: “There is a growing expectation that the European Central Bank could start talking about tapering its bond purchases sooner rather than later,”&nbsp;Ipek Ozkardeskaya, a senior analyst at Swissquote Group Holdings, wrote in a note. “The ECB hawks who have been in a retreat for the past year won’t stay quiet for longer facing the rising inflation threat.”</p>\n<p>Asian stocks climbed, driven by Japanese shares<b>that extended a rally after the prime minister’s resignation announcement and a surge in Hong Kong-traded tech names.</b>The MSCI Asia Pacific Index advanced as much as 0.5%, led by the communication-services and consumer-discretionary sectors. Japan’s Nikkei 225 Stock Average briefly broke above the 30,000 level for the first time since April as a reshuffle of the blue-chip gauge added to optimism stoked by potential policy changes that could come under a new national leader. Japanese Finance Minister Aso said<b>they will consider compiling a budget with focus on digital, environmental policies, regional economies and ageing population.</b>Furthermore, he doubts if Japan's finances would risk a weaker JPY and inflation, while he suggested it would be good for the next PM to boost government revenue and restrain spending (yes, he really said that).</p>\n<p>Adding to the good news was the report that Chinese export growth unexpectedly surged in August, allaying concerns the pandemic is delaying economic reopening and creating supply-chain bottlenecks. China's exports accelerated to 25.6% yoy in August, a sequential rebound of 3.3% in August vs. -0.3% in July. Imports rose 33.1% yoy in August, and grew 2.1% mom sa non-annualized in August (vs. -6.4% in July). Both exports and imports surprised to the upside despite the disruptions to operations at Ningbo port in August due to the local outbreak. Monthly trade surplus rose to $58.3bn in August.</p>\n<p><img src=\"https://static.tigerbbs.com/eaa2b6673ab863a92d8ad2a5cbb10328\" tg-width=\"575\" tg-height=\"369\" width=\"100%\" height=\"auto\"><b>In FX,</b> the Bloomberg Dollar Spot Index erased losses as a rally in regional equities stalled and the greenback traded mixed versus its Group-of-10 peers, though most moves were relatively small.<b>Australia’s dollar was the worst G-10 performer as it reversed an earlier gain after the central bank said it will maintain its debt purchases until at least-mid February,</b>instead of an earlier target of November this year. Ten of 16 economists surveyed by Bloomberg had expected the RBA to defer scaling back quantitative easing. The central bank held its cash rate at 0.1% at the meeting. The euro was little changed, shrugging off data that showed investor confidence in the German economy declining for a fourth month amid worsening infection rates and global supply disruptions. The pound hovered ahead of U.K. Prime Minister Boris Johnson announcing a long-awaited plan to reform social care. If the “key interest rate does rise in the next year or so, it’s likely that any rise would be relatively limited,” Bank of England policy maker Michael Saunders said in a speech on Tuesday. Japanese government bond futures rose after a smooth auction of 30-year debt soothed sentiment toward the nation’s debt market. The yen traded in a narrow range.<b>Emerging-market currencies weakened for the first time in three days as the dollar climbed along with U.S. yields.</b>Higher-yielding currencies, including the South African rand and Russian ruble, led declines after outperforming peers last week on expectations for continuing monetary support from the Federal Reserve.</p>\n<p><b>In rates, </b>Treasury yields were cheaper by up to 4bp across 7- to 20-year sectors,<b>with 10-year yields sit around 1.36%, mildly outperforming bunds while gilts trade slightly richer.</b>Treasuries were pressured lower with losses led by intermediates out to long-end ahead of this week’s supply, which kicks off Tuesday with $58b 3-year note sale.&nbsp; Mild risk-on in Asia spurred by China trade data beat saw stocks close higher and Treasuries trade heavy, adding to auction concessions. U.S. auction cycle includes 10- and 30-year offerings Wednesday and Thursday. Peripheral spreads have a marginal tightening bias to core; Spain underperformed slightly with focus today on issuance of the sovereign’s inaugural green bond.</p>\n<p>In commodities, crude futures drift within Monday’s trading range. WTI hovers near $69. Brent near $72.50. Spot gold drops ~$10 to trade near $1,813/oz. LME copper underperforms peers with a 1% decline.</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>Toplines Before US Market Open on Tuesday</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\">\nToplines Before US Market Open on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-07 19:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>U.S. stock futureswere flat Tuesday.</li>\n <li>On Wall Street, cyclical stocks are the best performers, led by Financials. Info Tech,&nbsp;Communication Services and Energy are slightly lower.</li>\n <li>The dollar and Treasuries yields rose, gold and cryptos dropped.</li>\n <li>Bitcoin could be active today asit becomes legal tender in El Salvador and has gained the attention of the Reddit crowd.</li>\n</ul>\n<p>(Sept 7)&nbsp;European bourses dipped in the red and a rally in US equity futures which traded near all-time highs after the Labor Day holiday fizzled, as&nbsp; investors weighed China’s better-than-forecast&nbsp;trade data against the growing likelihood of fading central-bank support. S&amp;P500 futures traded fractionally in the green and Nasdaq 100 indexes slipped and equity gains in China and Japan were followed by losses in Europe as investors speculated the ECB may get ready to roll back stimulus. The dollar and Treasuries yields rose, gold and cryptos dropped.</p>\n<p>At 8:00 a.m. ET, Dow E-minis were up 33 points, or 0.09%, S&amp;P 500 E-minis were up 2.5 points, or 0.06% and Nasdaq 100 E-minis were up 2.75 points, or 0.02%.</p>\n<p><img src=\"https://static.tigerbbs.com/774e551b2ebb39de9eaeec90e5af95c9\" tg-width=\"1242\" tg-height=\"518\" referrerpolicy=\"no-referrer\"></p>\n<p>Tech gigacaps such as Microsoft, Amazon.com and Facebook eased about 0.2% each, while Apple and Google were slightly higher.</p>\n<p>Tracking benchmark bond yields higher, banks including Wells Fargo, Goldman Sachs, Citigroup and JP Morgan rose between 0.4% and 0.5%.</p>\n<p>Among meme stocks, IronNet more than doubled in value in premarket trading after the cybersecurity company was touted on Reddit and StockTwits.&nbsp;</p>\n<p>Chinese technology stocks listed in the U.S. rose premarket, amid surprisingly strong trade data (see below), renewed demand for technology shares, the lack of new regulatory announcements and Tencent’s plans to buy back more shares. Alibaba (BABA) was up 2.35% and Didi (DIDI) gained 2.55%, while Baidu (BIDU) gains 3.33%.</p>\n<p><img src=\"https://static.tigerbbs.com/f7d4a60cfccf02d72f36227e0e14cd3e\" tg-width=\"274\" tg-height=\"716\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<ul>\n <li>Alcoa (AA) shares rise 2.9%&nbsp;premarket, catching up with the jump in aluminum prices seen on Monday when U.S. markets were closed.</li>\n <li>Farfetch (FTCH) drops 0.7% after Arete downgraded the stock to sell, citing China risks along with a drag to gross margin from Tmall fees.</li>\n <li>Columbia Property Trust Inc (CXP) jumped 15.8% after Pacific Investment Management Company said it would buy the company for $2.2 billion.</li>\n <li>InflaRx (IFRX) shares rally 23% after it was among the companies awarded grants in Germany for Covid-19 drug development.</li>\n <li>IronNet (IRNT) shares soar 106% with the stock being touted on Reddit and StockTwits.</li>\n <li>Match Group (MTCH) surges 14% on being named to the S&amp;P 500 Index.</li>\n <li>Moderna (MRNA) declines 1.6% after report that Japan’s health ministry said that a man in his 40s died after receiving the biotech’s Covid-19 vaccine from production lots that are being recalled due to possible contamination</li>\n <li>Vertex Pharmaceuticals fell 1.8% in early New York trading after Morgan Stanley cut its stock recommendation to underweight.</li>\n</ul>\n<p>The world’s biggest economy remains “in good health” despite a recent increase in Covid-19 infections, according to Mark Haefele, chief investment officer at UBS Global Wealth. “This will support stocks, in our view, especially in cyclical industries like energy and financials,” Haefele said. “We continue to advise investors to position for reopening and recovery.”</p>\n<p>Another thing that supports stocks is that the market is no longer expecting a Fed announcement about tapering in September, Esty Dwek, a global market strategist at Natixis Investment Managers, told Bloomberg Television. “Tapering doesn’t matter that much for markets. It’s priced in, it’s expected. But the reality is that interest rate hikes matter.” Justifying this view wasGoldman's latest GDP forecast cuton Monday, its third in the past month, which saw the bank trim its full-year 2021 GDP forecast to 5.7% from 6.0%.</p>\n<p><img src=\"https://static.tigerbbs.com/858faccbc6f7fdcbcba5f727c38900c2\" tg-width=\"952\" tg-height=\"625\" width=\"100%\" height=\"auto\">The S&amp;P 500 and the Nasdaq have gained around 1.5% each since Aug. 27 following dovish commentary from Fed Chair Jerome Powell at the Jackson Hole Symposium where he again said that a stable job market was an essential goal for the central bank to start pulling back monetary support.</p>\n<p>Optimism that the Fed will delay tapering was offset by concerns that the ECB could turn hawkish at its meeting this week: “There is a growing expectation that the European Central Bank could start talking about tapering its bond purchases sooner rather than later,”&nbsp;Ipek Ozkardeskaya, a senior analyst at Swissquote Group Holdings, wrote in a note. “The ECB hawks who have been in a retreat for the past year won’t stay quiet for longer facing the rising inflation threat.”</p>\n<p>Asian stocks climbed, driven by Japanese shares<b>that extended a rally after the prime minister’s resignation announcement and a surge in Hong Kong-traded tech names.</b>The MSCI Asia Pacific Index advanced as much as 0.5%, led by the communication-services and consumer-discretionary sectors. Japan’s Nikkei 225 Stock Average briefly broke above the 30,000 level for the first time since April as a reshuffle of the blue-chip gauge added to optimism stoked by potential policy changes that could come under a new national leader. Japanese Finance Minister Aso said<b>they will consider compiling a budget with focus on digital, environmental policies, regional economies and ageing population.</b>Furthermore, he doubts if Japan's finances would risk a weaker JPY and inflation, while he suggested it would be good for the next PM to boost government revenue and restrain spending (yes, he really said that).</p>\n<p>Adding to the good news was the report that Chinese export growth unexpectedly surged in August, allaying concerns the pandemic is delaying economic reopening and creating supply-chain bottlenecks. China's exports accelerated to 25.6% yoy in August, a sequential rebound of 3.3% in August vs. -0.3% in July. Imports rose 33.1% yoy in August, and grew 2.1% mom sa non-annualized in August (vs. -6.4% in July). Both exports and imports surprised to the upside despite the disruptions to operations at Ningbo port in August due to the local outbreak. Monthly trade surplus rose to $58.3bn in August.</p>\n<p><img src=\"https://static.tigerbbs.com/eaa2b6673ab863a92d8ad2a5cbb10328\" tg-width=\"575\" tg-height=\"369\" width=\"100%\" height=\"auto\"><b>In FX,</b> the Bloomberg Dollar Spot Index erased losses as a rally in regional equities stalled and the greenback traded mixed versus its Group-of-10 peers, though most moves were relatively small.<b>Australia’s dollar was the worst G-10 performer as it reversed an earlier gain after the central bank said it will maintain its debt purchases until at least-mid February,</b>instead of an earlier target of November this year. Ten of 16 economists surveyed by Bloomberg had expected the RBA to defer scaling back quantitative easing. The central bank held its cash rate at 0.1% at the meeting. The euro was little changed, shrugging off data that showed investor confidence in the German economy declining for a fourth month amid worsening infection rates and global supply disruptions. The pound hovered ahead of U.K. Prime Minister Boris Johnson announcing a long-awaited plan to reform social care. If the “key interest rate does rise in the next year or so, it’s likely that any rise would be relatively limited,” Bank of England policy maker Michael Saunders said in a speech on Tuesday. Japanese government bond futures rose after a smooth auction of 30-year debt soothed sentiment toward the nation’s debt market. The yen traded in a narrow range.<b>Emerging-market currencies weakened for the first time in three days as the dollar climbed along with U.S. yields.</b>Higher-yielding currencies, including the South African rand and Russian ruble, led declines after outperforming peers last week on expectations for continuing monetary support from the Federal Reserve.</p>\n<p><b>In rates, </b>Treasury yields were cheaper by up to 4bp across 7- to 20-year sectors,<b>with 10-year yields sit around 1.36%, mildly outperforming bunds while gilts trade slightly richer.</b>Treasuries were pressured lower with losses led by intermediates out to long-end ahead of this week’s supply, which kicks off Tuesday with $58b 3-year note sale.&nbsp; Mild risk-on in Asia spurred by China trade data beat saw stocks close higher and Treasuries trade heavy, adding to auction concessions. U.S. auction cycle includes 10- and 30-year offerings Wednesday and Thursday. Peripheral spreads have a marginal tightening bias to core; Spain underperformed slightly with focus today on issuance of the sovereign’s inaugural green bond.</p>\n<p>In commodities, crude futures drift within Monday’s trading range. WTI hovers near $69. Brent near $72.50. Spot gold drops ~$10 to trade near $1,813/oz. LME copper underperforms peers with a 1% decline.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169993498","content_text":"U.S. stock futureswere flat Tuesday.\nOn Wall Street, cyclical stocks are the best performers, led by Financials. Info Tech, Communication Services and Energy are slightly lower.\nThe dollar and Treasuries yields rose, gold and cryptos dropped.\nBitcoin could be active today asit becomes legal tender in El Salvador and has gained the attention of the Reddit crowd.\n\n(Sept 7) European bourses dipped in the red and a rally in US equity futures which traded near all-time highs after the Labor Day holiday fizzled, as  investors weighed China’s better-than-forecast trade data against the growing likelihood of fading central-bank support. S&P500 futures traded fractionally in the green and Nasdaq 100 indexes slipped and equity gains in China and Japan were followed by losses in Europe as investors speculated the ECB may get ready to roll back stimulus. The dollar and Treasuries yields rose, gold and cryptos dropped.\nAt 8:00 a.m. ET, Dow E-minis were up 33 points, or 0.09%, S&P 500 E-minis were up 2.5 points, or 0.06% and Nasdaq 100 E-minis were up 2.75 points, or 0.02%.\n\nTech gigacaps such as Microsoft, Amazon.com and Facebook eased about 0.2% each, while Apple and Google were slightly higher.\nTracking benchmark bond yields higher, banks including Wells Fargo, Goldman Sachs, Citigroup and JP Morgan rose between 0.4% and 0.5%.\nAmong meme stocks, IronNet more than doubled in value in premarket trading after the cybersecurity company was touted on Reddit and StockTwits. \nChinese technology stocks listed in the U.S. rose premarket, amid surprisingly strong trade data (see below), renewed demand for technology shares, the lack of new regulatory announcements and Tencent’s plans to buy back more shares. Alibaba (BABA) was up 2.35% and Didi (DIDI) gained 2.55%, while Baidu (BIDU) gains 3.33%.\n\nStocks making the biggest moves premarket:\n\nAlcoa (AA) shares rise 2.9% premarket, catching up with the jump in aluminum prices seen on Monday when U.S. markets were closed.\nFarfetch (FTCH) drops 0.7% after Arete downgraded the stock to sell, citing China risks along with a drag to gross margin from Tmall fees.\nColumbia Property Trust Inc (CXP) jumped 15.8% after Pacific Investment Management Company said it would buy the company for $2.2 billion.\nInflaRx (IFRX) shares rally 23% after it was among the companies awarded grants in Germany for Covid-19 drug development.\nIronNet (IRNT) shares soar 106% with the stock being touted on Reddit and StockTwits.\nMatch Group (MTCH) surges 14% on being named to the S&P 500 Index.\nModerna (MRNA) declines 1.6% after report that Japan’s health ministry said that a man in his 40s died after receiving the biotech’s Covid-19 vaccine from production lots that are being recalled due to possible contamination\nVertex Pharmaceuticals fell 1.8% in early New York trading after Morgan Stanley cut its stock recommendation to underweight.\n\nThe world’s biggest economy remains “in good health” despite a recent increase in Covid-19 infections, according to Mark Haefele, chief investment officer at UBS Global Wealth. “This will support stocks, in our view, especially in cyclical industries like energy and financials,” Haefele said. “We continue to advise investors to position for reopening and recovery.”\nAnother thing that supports stocks is that the market is no longer expecting a Fed announcement about tapering in September, Esty Dwek, a global market strategist at Natixis Investment Managers, told Bloomberg Television. “Tapering doesn’t matter that much for markets. It’s priced in, it’s expected. But the reality is that interest rate hikes matter.” Justifying this view wasGoldman's latest GDP forecast cuton Monday, its third in the past month, which saw the bank trim its full-year 2021 GDP forecast to 5.7% from 6.0%.\nThe S&P 500 and the Nasdaq have gained around 1.5% each since Aug. 27 following dovish commentary from Fed Chair Jerome Powell at the Jackson Hole Symposium where he again said that a stable job market was an essential goal for the central bank to start pulling back monetary support.\nOptimism that the Fed will delay tapering was offset by concerns that the ECB could turn hawkish at its meeting this week: “There is a growing expectation that the European Central Bank could start talking about tapering its bond purchases sooner rather than later,” Ipek Ozkardeskaya, a senior analyst at Swissquote Group Holdings, wrote in a note. “The ECB hawks who have been in a retreat for the past year won’t stay quiet for longer facing the rising inflation threat.”\nAsian stocks climbed, driven by Japanese sharesthat extended a rally after the prime minister’s resignation announcement and a surge in Hong Kong-traded tech names.The MSCI Asia Pacific Index advanced as much as 0.5%, led by the communication-services and consumer-discretionary sectors. Japan’s Nikkei 225 Stock Average briefly broke above the 30,000 level for the first time since April as a reshuffle of the blue-chip gauge added to optimism stoked by potential policy changes that could come under a new national leader. Japanese Finance Minister Aso saidthey will consider compiling a budget with focus on digital, environmental policies, regional economies and ageing population.Furthermore, he doubts if Japan's finances would risk a weaker JPY and inflation, while he suggested it would be good for the next PM to boost government revenue and restrain spending (yes, he really said that).\nAdding to the good news was the report that Chinese export growth unexpectedly surged in August, allaying concerns the pandemic is delaying economic reopening and creating supply-chain bottlenecks. China's exports accelerated to 25.6% yoy in August, a sequential rebound of 3.3% in August vs. -0.3% in July. Imports rose 33.1% yoy in August, and grew 2.1% mom sa non-annualized in August (vs. -6.4% in July). Both exports and imports surprised to the upside despite the disruptions to operations at Ningbo port in August due to the local outbreak. Monthly trade surplus rose to $58.3bn in August.\nIn FX, the Bloomberg Dollar Spot Index erased losses as a rally in regional equities stalled and the greenback traded mixed versus its Group-of-10 peers, though most moves were relatively small.Australia’s dollar was the worst G-10 performer as it reversed an earlier gain after the central bank said it will maintain its debt purchases until at least-mid February,instead of an earlier target of November this year. Ten of 16 economists surveyed by Bloomberg had expected the RBA to defer scaling back quantitative easing. The central bank held its cash rate at 0.1% at the meeting. The euro was little changed, shrugging off data that showed investor confidence in the German economy declining for a fourth month amid worsening infection rates and global supply disruptions. The pound hovered ahead of U.K. Prime Minister Boris Johnson announcing a long-awaited plan to reform social care. If the “key interest rate does rise in the next year or so, it’s likely that any rise would be relatively limited,” Bank of England policy maker Michael Saunders said in a speech on Tuesday. Japanese government bond futures rose after a smooth auction of 30-year debt soothed sentiment toward the nation’s debt market. The yen traded in a narrow range.Emerging-market currencies weakened for the first time in three days as the dollar climbed along with U.S. yields.Higher-yielding currencies, including the South African rand and Russian ruble, led declines after outperforming peers last week on expectations for continuing monetary support from the Federal Reserve.\nIn rates, Treasury yields were cheaper by up to 4bp across 7- to 20-year sectors,with 10-year yields sit around 1.36%, mildly outperforming bunds while gilts trade slightly richer.Treasuries were pressured lower with losses led by intermediates out to long-end ahead of this week’s supply, which kicks off Tuesday with $58b 3-year note sale.  Mild risk-on in Asia spurred by China trade data beat saw stocks close higher and Treasuries trade heavy, adding to auction concessions. U.S. auction cycle includes 10- and 30-year offerings Wednesday and Thursday. Peripheral spreads have a marginal tightening bias to core; Spain underperformed slightly with focus today on issuance of the sovereign’s inaugural green bond.\nIn commodities, crude futures drift within Monday’s trading range. WTI hovers near $69. Brent near $72.50. Spot gold drops ~$10 to trade near $1,813/oz. LME copper underperforms peers with a 1% decline.","news_type":1},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817753502,"gmtCreate":1630991291806,"gmtModify":1676530436789,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817753502","repostId":"1186375251","repostType":4,"repost":{"id":"1186375251","kind":"news","pubTimestamp":1630909435,"share":"https://ttm.financial/m/news/1186375251?lang=&edition=fundamental","pubTime":"2021-09-06 14:23","market":"us","language":"en","title":"3 Golden Rules On How To Invest At All-Time Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=1186375251","media":"seekingalpha","summary":"Summary\n\nMarkets continue to reach new all-time highs each week and have not seen a notable correcti","content":"<p><b>Summary</b></p>\n<ul>\n <li>Markets continue to reach new all-time highs each week and have not seen a notable correction in over 200 trading days.</li>\n <li>As markets are rallying, many investors are starting to rest on their laurels while investment decisions at all-time highs are actually more important than ever.</li>\n <li>What should you be aware of in today's market? Should you sell out at these overvalued prices or can you still generate great returns by buying today?</li>\n <li>In this article, I will share my three golden rules on how to invest at all-time highs like today. This information will be very valuable for your future wealth generation in the market.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f5f0c9f1aacfbc6d8c78d0e84da5fc9\" tg-width=\"1536\" tg-height=\"878\" width=\"100%\" height=\"auto\"><span>phive2015/iStock via Getty Images</span></p>\n<p>The stock market has been on a rampage in 2021. At the end of August, the S&amp;P 500 index (SPY) gained 20.4% year-to-date. Interestingly, the index has been trading in a very tight upward range and has not seen a 5% correction for 208 trading days. While most investors don't see this as an anomaly, it actually is. Both events have only occurred 7 times before in stock market history. We are clearly living in abnormal times.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c58ccc72065c84083443d6be7f03482a\" tg-width=\"640\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: Insider Opportunities with Tradingview</span></p>\n<p>Each day it is important to think thoroughly about the investment decisions you make. Above all, all purchases or sales will impact your future wealth accumulation in the market.</p>\n<p>However, during extreme rallies like today it is twice as important to reflect on your investment decisions. Ask that to investors who took high risks during the dot-com bubble or panic sold during the Covid-19 crash. That undoubtedly had an immense impact on their long-term returns.</p>\n<p>The importance of investment decisions today for your long-term returns is why I chose to write about my three golden rules on how to invest at all-time highs. How should you approach today's market and what should you be aware of? Should you sell out at these overvalued prices and wait for a correction to take place or can you still generate great returns when buying at these levels? The answers to these one-million-dollar questions will be provided in this article.</p>\n<p><b>1. Don't get caught by greediness</b></p>\n<p>Let's start off with the most important rule. Avoid greediness.</p>\n<p>According to JPMorgan, over the past 20 years, the average investor reached an annual return of only 2.9%. As such, they significantly underperformed the general market as the S&amp;P 500 yielded an annual 7.5% return during this time frame.</p>\n<p>The single most important reason for this retail investor underperformance? Emotional human behavior.</p>\n<p>The average investor is getting influenced heavily by media headlines, stock prices movements and behavior from other investors.</p>\n<p>Today, we reached an extremely bullish stock market environment. Last earnings season has been one of the greatest in stock market history. The S&amp;P 500 EPS rose by 94.5% YoY and 86.1% of its constituents beat analyst estimates.</p>\n<p>As a consequence of this bullish environment, analysts are significantly raising their estimates for the next quarters. They now expect EPS to rise sharply to $217.96 by the end of 2022, which is a significant recovery from the pre-pandemic high of $157.12. Such a recovery looks to be optimistic as it took 7-12 years in the past economic cycles to achieve this:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1accc921d16b11ec13ed94686b9cfe75\" tg-width=\"640\" tg-height=\"465\" width=\"100%\" height=\"auto\"><span>Source: Insider Opportunities based on S&amp;P Global data; adjusted EPS is used</span></p>\n<p>Will earnings really continue this very strong recovery over the coming quarters or are analysts perhaps getting too greedy with their assumptions?</p>\n<p>It wouldn't be the first time if they were too greedy. During the dot-com bubble for example, they were caught by their emotions as well. The '90s was an abnormally strong decade in terms of earnings growth for the S&amp;P 500. As such, analysts totally forgot that downward cycles exist as well. They increased their annual EPS growth guidance to a staggering 15% for the five years following 2000. According to them, this high growth rate justified the record P/E multiples stocks were trading at and many investors got tricked into that story.</p>\n<p>What happened afterwards? The economy didn't boom, it fell into a recession which took 3 years to recover from. Earnings in 2003 were almost 50% lower than what analysts had been predicting in 2000.</p>\n<p>As markets were priced to analyst expectations instead of taking into account a possible downturn, the S&amp;P 500 crashed and took 7 years to recover.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0081f4a9c3ee43b20684f113cb04ef9c\" tg-width=\"640\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Source: Insider Opportunities based on S&amp;P Global data and Yardeni; adjusted EPS is used</span></p>\n<p>Let's get back to today... The P/E of the S&amp;P 500 currently stands at 25.4x, which is extremely high compared to historical levels. This gets justified by the common belief that earnings will continue rising significantly. As such, the ratio would fall to an acceptable 20.7x by the end of 2022.</p>\n<p>Now ask yourself how likely it is that earnings growth will continue to grow at higher levels than the historical average over the coming quarters.</p>\n<p>Interest rates are already at 0%. The money printer is running out of paper. Federal debt levels are hitting their ceilings. Pent-up demand and stimuli cheques already led to record-high consumer spending over the past quarters.</p>\n<p>Maybe, just maybe, analysts are being too greedy with their assumptions? Maybe the recent economic recovery is unsustainable and set to cool down? Maybe my assumptions (grey line) are much more likely than what the market is predicting (red line)? If so, the market is trading at a fwd 2022 P/E of 23.6x, which is really expensive.</p>\n<p>I'm not sure this will happen, nobody is. But it sure as hell is a probability.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f61310c3c851b181ceb1fb3cc8862fdb\" tg-width=\"640\" tg-height=\"465\" width=\"100%\" height=\"auto\"><span>Source: Insider Opportunities based on S&amp;P Global data and Yardeni; adjusted EPS is used</span></p>\n<p>This greediness also gets reflected in the charts. As you can see in the chart below, a bull market can be split into four cycles. Strong growth, bear trap, media attention and greed.</p>\n<p>Interestingly, the 2013-2021 bull market is playing out almost identically as the 1994-2000 bull market. At this moment, the Nasdaq Index (QQQ) looks to be ready to start the last extreme greed phase. The media is approaching the recent rally as \"the new normal\" and investors are FOMO buying heavily because stocks \"can only go up\". As such, it is likely that the Nasdaq will rise close to $20,000 in the last months of 2021.</p>\n<p>As a long-term investor, it is extremely important to understand these dynamics. You will probably feel the urge to go all-in in risky assets as well. However, getting greedy during this phase could be a major threat for your long term returns as it will likely be followed by a major bear market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c783bf0cff4c410846a27c2dc8c180b1\" tg-width=\"640\" tg-height=\"499\" width=\"100%\" height=\"auto\"><span>Source: Insider Opportunities with Tradingview</span></p>\n<p>Human behavior makes it extremely challenging to not get distracted by market sentiment. If you can keep an objective view on markets, it will benefit your returns drastically.</p>\n<p>2. Keep investing, there are always opportunities</p>\n<p>In short, rule #1 says that your decisions should never be led by emotions and that you should keep focusing on underlying fundamentals. As the market is getting greedy today and valuations reach extreme levels it implies that you should start selling stocks and hold a lot of cash, right?</p>\n<p>Not really... You know, a wise man once said the following:</p>\n<blockquote>\n <b>It's a market of stocks, not a stock market.</b>\n</blockquote>\n<p>I'm not entirely sure who came up with it. But it must be a wise man, for sure.</p>\n<p>What does it mean? Look, many retail investors buy/sell stocks based on how the outlook for the general market looks like. If they don't trust the markets, they will be reluctant to invest, no matter what.</p>\n<p>That's not a great way of looking at markets. There are almost 4,000 stocks available and there will always be interesting investment opportunities to generate great returns, no matter how the market evolves.</p>\n<p>In a generally overvalued market it gets increasingly challenging to find undervalued stocks, but certainly not impossible. Ask Warren Buffett. In 2000, the most overvalued stock market in history, his investment vehicle Berkshire Hathaway (BRK.A) (BRK.B) kept buying high-quality, undervalued assets. His dedication paid off with an impressive return of 47% five years after the dot-com peak compared to -39% for the Nasdaq index.</p>\n<p>The Russell 2000 (IWM), an index reflecting US small caps, was very attractive during the dot-com bubble as well, trading at a P/E of 16x (vs 24x for large caps) going into 2000. Those who invested in this undervalued asset class during the bubble also generated very solid returns. Those who were able to pick out the greatest small caps were a lot happier than those who got tricked into overhyped tech stocks, I can imagine.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c713a296e819a255b3be8ac6e504033d\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>So what should you do today? I would suggest re-evaluating all your portfolio holdings. Weigh their valuation compared to earnings 3 years from now, when Covid-19 disruptions (stimuli, pent-up demand, etc.) are gone. Be conservative with your assumptions. If a stock is significantly overvalued compared to those assumptions, don't be greedy and sell out the position.</p>\n<p>A great example is Apple Inc. (AAPL), one of the most popular stocks this year. As a consequence of its very strong financials (revenue grew 36.4% last quarter), its P/E ratio more than doubled over the past two years to 30x. It is important to understand that its recent growth primarily accelerated due to unsustainable drivers such as the several rounds of stimuli cheques. Once this fades away, Apple's growth is likely to fall back to single digits (or might even go negative in the short term) and returns would be very weak going forward.</p>\n<p>Don't keep all that freed up capital in cash, especially in the current inflationary environment. There are still opportunities to re-invest that money. In my opinion, small caps are the most attractive asset class today just like they were in 2000. After its recent underperformance, the Russell 2000 (representing all US small caps) is trading at a P/E of 15.6x today. This is much lower than both the S&amp;P 500 Index and its historical average. There are plenty of small-cap opportunities out there which will generate great returns going forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f132a93975b3b7fef86aff21c0b49bb\" tg-width=\"640\" tg-height=\"250\" width=\"100%\" height=\"auto\"><span>Source: Yardeni</span></p>\n<p><b>3. Adopt a proven investment strategy to pick stocks</b></p>\n<p>Rule #1 and #2 look very good on paper, but are very hard to execute in reality. When push comes to shove, it's very tough to deny your emotions and to find interesting investment opportunities in an overvalued market.</p>\n<p>That's where #3 comes into play: adopt a proven investment strategy.</p>\n<p>With the upcoming challenges in the stock market, I believe it has never been as important as today to follow a pre-determined strategy on which you can rely during a highly uncertain market environment. If you use a strategy which worked well in the past, you'll feel great in each market environment.</p>\n<p>There are many strategies that could work for you, as long as you stick to it. We strongly believe that our under-appreciated strategy at Insider Opportunities will be very valuable in the coming years.</p>\n<p>To find attractive investment opportunities, we follow insider purchases each day. Insiders are the CFOs, CEOs, board members, etc. who know their business better than anyone else in the market. If they see a disconnection between the share price and the business fundamentals, they can purchase shares to generate profits. You can follow the purchases of this so-called \"smart money\" on a daily basis through SEC filings or websites like openinsider.com.</p>\n<p>We don't just follow up insider purchases. We created three algorithms based on more than a million of data points over the past decade to pick the greatest ones out of all insider purchases. As such, we stick to a pre-determined plan to only buy stocks that are attractive based on specific fundamentals, called \"golden picks\".</p>\n<p>It worked tremendously in the past. Our back-test shows that the strategy generated annualized returns of 47.2% over the past decade, tripling the S&amp;P 500 index. Only in 2011 it slightly underperformed the market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f05af9240a87a55641df0a7921ec0380\" tg-width=\"640\" tg-height=\"359\" width=\"100%\" height=\"auto\"><span>Source: Insider Opportunities</span></p>\n<p></p>\n<p>We firmly believe that this revolutionary strategy will continue generating wealth for us in the stock market, regardless of how the market performs. Find yourself a strict, proven strategy like ours on which you can rely during the upcoming uncertainties.</p>\n<p><b>Conclusion: Do this at all-time highs</b></p>\n<p>Most stock market investors are resting on their laurels when all-time highs are being reached. Above all, nothing can go wrong in such a bullish market, right?</p>\n<p>No, that's not how it works. Markets evolve in cycles and those who don't acknowledge the importance of adapting to these cycles will be struck at weak long-term returns.</p>\n<p>How should you approach today's all-time highs to keep generating wealth going forward? Here are my three golden rules:</p>\n<ol>\n <li><b>Don't get greedy.</b>As a consequence of emotional behavior, you will want to take higher risks when markets are rallying. Never follow these emotions and always keep focused on the fundamentals.</li>\n <li><b>Keep being invested.</b>Don't get reluctant to invest in stocks just because markets are getting overvalued. Acknowledge that it's a market of stocks, not a stock market. There are always great opportunities in each market environment. Today, they are mostly available in under-the-radar small caps.</li>\n <li><b>Adopt a proven strategy.</b>Investing is not easy, especially when things are starting to move southwards. Adopting a strict, proven investment strategy can make life much easier and improve returns significantly.</li>\n</ol>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Golden Rules On How To Invest At All-Time Highs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Golden Rules On How To Invest At All-Time Highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-06 14:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4453541-3-golden-rules-on-how-to-invest-at-all-time-highs><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nMarkets continue to reach new all-time highs each week and have not seen a notable correction in over 200 trading days.\nAs markets are rallying, many investors are starting to rest on their ...</p>\n\n<a href=\"https://seekingalpha.com/article/4453541-3-golden-rules-on-how-to-invest-at-all-time-highs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4453541-3-golden-rules-on-how-to-invest-at-all-time-highs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186375251","content_text":"Summary\n\nMarkets continue to reach new all-time highs each week and have not seen a notable correction in over 200 trading days.\nAs markets are rallying, many investors are starting to rest on their laurels while investment decisions at all-time highs are actually more important than ever.\nWhat should you be aware of in today's market? Should you sell out at these overvalued prices or can you still generate great returns by buying today?\nIn this article, I will share my three golden rules on how to invest at all-time highs like today. This information will be very valuable for your future wealth generation in the market.\n\nphive2015/iStock via Getty Images\nThe stock market has been on a rampage in 2021. At the end of August, the S&P 500 index (SPY) gained 20.4% year-to-date. Interestingly, the index has been trading in a very tight upward range and has not seen a 5% correction for 208 trading days. While most investors don't see this as an anomaly, it actually is. Both events have only occurred 7 times before in stock market history. We are clearly living in abnormal times.\nSource: Insider Opportunities with Tradingview\nEach day it is important to think thoroughly about the investment decisions you make. Above all, all purchases or sales will impact your future wealth accumulation in the market.\nHowever, during extreme rallies like today it is twice as important to reflect on your investment decisions. Ask that to investors who took high risks during the dot-com bubble or panic sold during the Covid-19 crash. That undoubtedly had an immense impact on their long-term returns.\nThe importance of investment decisions today for your long-term returns is why I chose to write about my three golden rules on how to invest at all-time highs. How should you approach today's market and what should you be aware of? Should you sell out at these overvalued prices and wait for a correction to take place or can you still generate great returns when buying at these levels? The answers to these one-million-dollar questions will be provided in this article.\n1. Don't get caught by greediness\nLet's start off with the most important rule. Avoid greediness.\nAccording to JPMorgan, over the past 20 years, the average investor reached an annual return of only 2.9%. As such, they significantly underperformed the general market as the S&P 500 yielded an annual 7.5% return during this time frame.\nThe single most important reason for this retail investor underperformance? Emotional human behavior.\nThe average investor is getting influenced heavily by media headlines, stock prices movements and behavior from other investors.\nToday, we reached an extremely bullish stock market environment. Last earnings season has been one of the greatest in stock market history. The S&P 500 EPS rose by 94.5% YoY and 86.1% of its constituents beat analyst estimates.\nAs a consequence of this bullish environment, analysts are significantly raising their estimates for the next quarters. They now expect EPS to rise sharply to $217.96 by the end of 2022, which is a significant recovery from the pre-pandemic high of $157.12. Such a recovery looks to be optimistic as it took 7-12 years in the past economic cycles to achieve this:\nSource: Insider Opportunities based on S&P Global data; adjusted EPS is used\nWill earnings really continue this very strong recovery over the coming quarters or are analysts perhaps getting too greedy with their assumptions?\nIt wouldn't be the first time if they were too greedy. During the dot-com bubble for example, they were caught by their emotions as well. The '90s was an abnormally strong decade in terms of earnings growth for the S&P 500. As such, analysts totally forgot that downward cycles exist as well. They increased their annual EPS growth guidance to a staggering 15% for the five years following 2000. According to them, this high growth rate justified the record P/E multiples stocks were trading at and many investors got tricked into that story.\nWhat happened afterwards? The economy didn't boom, it fell into a recession which took 3 years to recover from. Earnings in 2003 were almost 50% lower than what analysts had been predicting in 2000.\nAs markets were priced to analyst expectations instead of taking into account a possible downturn, the S&P 500 crashed and took 7 years to recover.\nSource: Insider Opportunities based on S&P Global data and Yardeni; adjusted EPS is used\nLet's get back to today... The P/E of the S&P 500 currently stands at 25.4x, which is extremely high compared to historical levels. This gets justified by the common belief that earnings will continue rising significantly. As such, the ratio would fall to an acceptable 20.7x by the end of 2022.\nNow ask yourself how likely it is that earnings growth will continue to grow at higher levels than the historical average over the coming quarters.\nInterest rates are already at 0%. The money printer is running out of paper. Federal debt levels are hitting their ceilings. Pent-up demand and stimuli cheques already led to record-high consumer spending over the past quarters.\nMaybe, just maybe, analysts are being too greedy with their assumptions? Maybe the recent economic recovery is unsustainable and set to cool down? Maybe my assumptions (grey line) are much more likely than what the market is predicting (red line)? If so, the market is trading at a fwd 2022 P/E of 23.6x, which is really expensive.\nI'm not sure this will happen, nobody is. But it sure as hell is a probability.\nSource: Insider Opportunities based on S&P Global data and Yardeni; adjusted EPS is used\nThis greediness also gets reflected in the charts. As you can see in the chart below, a bull market can be split into four cycles. Strong growth, bear trap, media attention and greed.\nInterestingly, the 2013-2021 bull market is playing out almost identically as the 1994-2000 bull market. At this moment, the Nasdaq Index (QQQ) looks to be ready to start the last extreme greed phase. The media is approaching the recent rally as \"the new normal\" and investors are FOMO buying heavily because stocks \"can only go up\". As such, it is likely that the Nasdaq will rise close to $20,000 in the last months of 2021.\nAs a long-term investor, it is extremely important to understand these dynamics. You will probably feel the urge to go all-in in risky assets as well. However, getting greedy during this phase could be a major threat for your long term returns as it will likely be followed by a major bear market.\nSource: Insider Opportunities with Tradingview\nHuman behavior makes it extremely challenging to not get distracted by market sentiment. If you can keep an objective view on markets, it will benefit your returns drastically.\n2. Keep investing, there are always opportunities\nIn short, rule #1 says that your decisions should never be led by emotions and that you should keep focusing on underlying fundamentals. As the market is getting greedy today and valuations reach extreme levels it implies that you should start selling stocks and hold a lot of cash, right?\nNot really... You know, a wise man once said the following:\n\nIt's a market of stocks, not a stock market.\n\nI'm not entirely sure who came up with it. But it must be a wise man, for sure.\nWhat does it mean? Look, many retail investors buy/sell stocks based on how the outlook for the general market looks like. If they don't trust the markets, they will be reluctant to invest, no matter what.\nThat's not a great way of looking at markets. There are almost 4,000 stocks available and there will always be interesting investment opportunities to generate great returns, no matter how the market evolves.\nIn a generally overvalued market it gets increasingly challenging to find undervalued stocks, but certainly not impossible. Ask Warren Buffett. In 2000, the most overvalued stock market in history, his investment vehicle Berkshire Hathaway (BRK.A) (BRK.B) kept buying high-quality, undervalued assets. His dedication paid off with an impressive return of 47% five years after the dot-com peak compared to -39% for the Nasdaq index.\nThe Russell 2000 (IWM), an index reflecting US small caps, was very attractive during the dot-com bubble as well, trading at a P/E of 16x (vs 24x for large caps) going into 2000. Those who invested in this undervalued asset class during the bubble also generated very solid returns. Those who were able to pick out the greatest small caps were a lot happier than those who got tricked into overhyped tech stocks, I can imagine.\nData by YCharts\nSo what should you do today? I would suggest re-evaluating all your portfolio holdings. Weigh their valuation compared to earnings 3 years from now, when Covid-19 disruptions (stimuli, pent-up demand, etc.) are gone. Be conservative with your assumptions. If a stock is significantly overvalued compared to those assumptions, don't be greedy and sell out the position.\nA great example is Apple Inc. (AAPL), one of the most popular stocks this year. As a consequence of its very strong financials (revenue grew 36.4% last quarter), its P/E ratio more than doubled over the past two years to 30x. It is important to understand that its recent growth primarily accelerated due to unsustainable drivers such as the several rounds of stimuli cheques. Once this fades away, Apple's growth is likely to fall back to single digits (or might even go negative in the short term) and returns would be very weak going forward.\nDon't keep all that freed up capital in cash, especially in the current inflationary environment. There are still opportunities to re-invest that money. In my opinion, small caps are the most attractive asset class today just like they were in 2000. After its recent underperformance, the Russell 2000 (representing all US small caps) is trading at a P/E of 15.6x today. This is much lower than both the S&P 500 Index and its historical average. There are plenty of small-cap opportunities out there which will generate great returns going forward.\nSource: Yardeni\n3. Adopt a proven investment strategy to pick stocks\nRule #1 and #2 look very good on paper, but are very hard to execute in reality. When push comes to shove, it's very tough to deny your emotions and to find interesting investment opportunities in an overvalued market.\nThat's where #3 comes into play: adopt a proven investment strategy.\nWith the upcoming challenges in the stock market, I believe it has never been as important as today to follow a pre-determined strategy on which you can rely during a highly uncertain market environment. If you use a strategy which worked well in the past, you'll feel great in each market environment.\nThere are many strategies that could work for you, as long as you stick to it. We strongly believe that our under-appreciated strategy at Insider Opportunities will be very valuable in the coming years.\nTo find attractive investment opportunities, we follow insider purchases each day. Insiders are the CFOs, CEOs, board members, etc. who know their business better than anyone else in the market. If they see a disconnection between the share price and the business fundamentals, they can purchase shares to generate profits. You can follow the purchases of this so-called \"smart money\" on a daily basis through SEC filings or websites like openinsider.com.\nWe don't just follow up insider purchases. We created three algorithms based on more than a million of data points over the past decade to pick the greatest ones out of all insider purchases. As such, we stick to a pre-determined plan to only buy stocks that are attractive based on specific fundamentals, called \"golden picks\".\nIt worked tremendously in the past. Our back-test shows that the strategy generated annualized returns of 47.2% over the past decade, tripling the S&P 500 index. Only in 2011 it slightly underperformed the market.\nSource: Insider Opportunities\n\nWe firmly believe that this revolutionary strategy will continue generating wealth for us in the stock market, regardless of how the market performs. Find yourself a strict, proven strategy like ours on which you can rely during the upcoming uncertainties.\nConclusion: Do this at all-time highs\nMost stock market investors are resting on their laurels when all-time highs are being reached. Above all, nothing can go wrong in such a bullish market, right?\nNo, that's not how it works. Markets evolve in cycles and those who don't acknowledge the importance of adapting to these cycles will be struck at weak long-term returns.\nHow should you approach today's all-time highs to keep generating wealth going forward? Here are my three golden rules:\n\nDon't get greedy.As a consequence of emotional behavior, you will want to take higher risks when markets are rallying. Never follow these emotions and always keep focused on the fundamentals.\nKeep being invested.Don't get reluctant to invest in stocks just because markets are getting overvalued. Acknowledge that it's a market of stocks, not a stock market. There are always great opportunities in each market environment. Today, they are mostly available in under-the-radar small caps.\nAdopt a proven strategy.Investing is not easy, especially when things are starting to move southwards. Adopting a strict, proven investment strategy can make life much easier and improve returns significantly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817724024,"gmtCreate":1630990822168,"gmtModify":1676530436656,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817724024","repostId":"2165880909","repostType":4,"repost":{"id":"2165880909","kind":"highlight","pubTimestamp":1630973976,"share":"https://ttm.financial/m/news/2165880909?lang=&edition=fundamental","pubTime":"2021-09-07 08:19","market":"us","language":"en","title":"These are the most important things to check on a stock's quote page before deciding whether to buy or sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2165880909","media":"MarketWatch","summary":"Become a smarter investor by knowing these secrets\nMiramax/Courtesy Everett Collection\nThere's a lot","content":"<p>Become a smarter investor by knowing these secrets</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bd10c4b54d3dae1621221f7903db5c0\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"><span>Miramax/Courtesy Everett Collection</span></p>\n<p>There's a lot more investors can glean from a MarketWatch stock quote page than just the price and the change from the previous session. In fact, price may be one of the least useful research data available.</p>\n<p>Of course, you may want to know what is driving a big change in the stock price. Type a company's ticker symbol or name into the search field on MarketWatch.com to get the stock page (also called a ticker page) and look under the \"overview\" tab for reports from MarketWatch and other Dow Jones publication as well as company news releases and reports from some other contributors.</p>\n<p>But to become a smarter investor, you need to look at both the stock price and the underlying metrics used to evaluate a company and stock against both peers and over time.</p>\n<p>One way to do that is by using an \"advanced\" or \"interactive\" chart, which can be found on the MarketWatch quote page. The charts can extend the time viewed to more than 10 years, and can overlay, or provide in a lower chart, a number of technical or fundamental metrics. It also lets you compare the moves to other stocks and indexes.</p>\n<p><b>Here are 10 things more important than price that are available to investors, listed in alphabetical order:</b></p>\n<p><b>52-week high and low</b></p>\n<p>A stock's 52-week high or low is a price range that helps an investor see where the stock is trading relative to how it has traded over the past year. It can be found under the \"overview\" tab in a quote page.</p>\n<p>Although some might view a stock trading closer to its low over the past year as relatively cheap, Art Hogan, chief market strategist at National Securities Corp., said he would prefer to invest in a stock that is trading closer to its 52-week high than its 52-week low.</p>\n<p>\"I'm not looking at what the market is getting wrong, I'm looking at what the market is getting right,\" Hogan said. \"It's near its high for a reason.\"</p>\n<p><b>Analysts' estimates for EPS and revenue</b></p>\n<p>Michael O'Rourke, chief market strategist at JonesTrading, likes to check the change in analyst expectations for full-year earnings per share and revenue, as that can provide a view on how Wall Street perceives the underlying strength of a company's business.</p>\n<p>Those and more can be found under the \"analyst estimates\" tab on a quote page.</p>\n<p>A look at the yearly numbers shows the EPS estimates for the current year as well as for the next two years, as compiled by FactSet, in both table form and as a chart. The page also shows how what a company reported on a quarterly basis compared with the average analyst EPS estimate, overall analyst ratings of a company and how the ratings have changed over the past three months, and the average stock price target and notable changes in ratings and targets.</p>\n<p>For example, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc.'s (FB) full-year EPS was expected to keep growing at a steady rate as of the start of the third quarter of 2021, and its reported quarterly EPS beat expectations in the previous four quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50656942d689198af3b07d9daf23f6aa\" tg-width=\"699\" tg-height=\"517\" referrerpolicy=\"no-referrer\"><span>Facebook Inc. MARKETWATCH</span></p>\n<p><b>Competitors</b></p>\n<p>It's smart to compare a company's financial performance against its competitors when assessing its financial performance. Scroll to the bottom of the \"overview\" page to find that list -- companies in the same business and in some cases others in a similar broadly defined sector and within the same market-capitalization tier.</p>\n<p><b>Dividend yield</b></p>\n<p>Also on the \"overview\" page is the dividend yield, or the annual dividend rate per share divided by the stock price. It is best viewed relative to a company's peers, the broader stock market and the yield on the 10-year Treasury note.</p>\n<p>For example, Microsoft Corp.'s&nbsp;dividend yield as of the end of August 2021 was a little over half that of the S&amp;P 500 and the 10-year Treasury yield. However, the yield is above that of Apple Inc., the only other company with a larger market cap, and above the yield of the SPDR Technology Select Sector exchange-traded fund.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd61d5b4cd852aa306853f533c4ce6e9\" tg-width=\"700\" tg-height=\"253\" referrerpolicy=\"no-referrer\"><span>MARKETWATCH, BIGCHARTS</span></p>\n<p>To see if the company has consistently paid a regular dividend, select \"dividend\" under the \"events\" tab.</p>\n<p><b>Free cash flow</b></p>\n<p>Free cash flow is the cash generated from operations after expenses and capital investments. The more cash available to a company, the more it can spend to expand. It can be found under the \"financials\" tab, then click on the secondary \"cash flow\" tab.</p>\n<p>How free cash flow changes over time is useful in judging the current strength of a company's business and its potential for growth, said Paul Nolte, portfolio manager at Kingsview Investment Management.</p>\n<p>The MarketWatch quote page provides a scale to see the change in free cash flow on an annual basis over the past five years or over the past five quarters.</p>\n<p>For example, free cash flow&nbsp;was a key metric analysts used to evaluate General Electric Co., as the company recovered from years of financial distress. The quote page shows how FCF turned positive in 2019 after being negative the previous three years and that it stayed positive in 2020.</p>\n<p><b>Gross profit margin</b></p>\n<p>Gross profit margin, and the change over time, is another important measure of a company's profitability. That can be found under the \"financials\" tab on a quote page.</p>\n<p>Gross profit margin is calculated by dividing gross income -- sales minus cost of goods sold (COGS) -- by sales. It should be viewed over time and relative to its peers.</p>\n<p>For example, the year-over-year growth rate for Microsoft's revenue has been higher than the COGS growth rate the past four years, which indicates that gross profit margin has improved in each of the past four years.</p>\n<p>Microsoft's 2020 gross profit margin also was more than double the S&amp;P 500's implied gross profit margin and nearly double that of Apple and Amazon.com Inc.</p>\n<p><b>P/E ratio</b></p>\n<p>The price-to-earnings ratio, or P/E ratio, is one of the favorite metrics of JonesTrading's O'Rourke. It is the price of the stock divided by earnings per share, gives investors a way to see what they're paying for each $1 on a company's bottom line, and to compare that cost over time and with a company's peers.</p>\n<p>To find it, click on the \"profile\" tab in a stock's quote page.</p>\n<p>For example, Google parent Alphabet Inc.'s stock&nbsp;(GOOGL) may at first glance appear to be a bit rich, given that it has advanced at triple the pace of an already booming S&amp;P 500 through the first eight months of 2021.</p>\n<p>In terms of P/E, Alphabet's could make the stock appear expensive, since it was about 6 percentage points above the implied P/E ratio for the S&amp;P 500.</p>\n<p>But despite the big gain in the stock price, Alphabet's P/E had declined by more than 2 percentage points since the end of 2020 as earnings have increased at a faster rate than price. Looking at it compared against other technology companies, it was several percentage points below Microsoft's and a little more than half that of Amazon's but a little above Apple's P/E.</p>\n<p>To chart the P/E, go to \"advanced chart\" and then within the \"lower charts\" pull-down menu, select \"P/E Ratio.\"</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/682c2646575b0581fe07d3602cc41cee\" tg-width=\"700\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><span>MARKETWATCH, BIGCHARTS</span></p>\n<p><b>Price-to-sales ratio</b></p>\n<p>Price relative to sales is similar to the P/E ratio, but because it is based on the top line rather than earnings per share, the ratio can't be influenced by a change in the number of shares outstanding from share repurchases.</p>\n<p>\"The higher you go up on the income statement, the harder it is [for a company] to mess around,\" said Kingsview's Nolte.</p>\n<p><b>Return on invested capital</b></p>\n<p>Return on invested capital is calculated by dividing net operating profit, after tax, by invested capital. It's way to judge how well a company's management allocates capital to generate a return. That can be found under the \"profile\" tab on a quote page.</p>\n<p>For example, Apple's ROIC was a few percentage points above the S&amp;P 500's performance over the past 12 months, and nearly triple that of the 10-year Treasury yield.</p>\n<p>\"One of the most important [metrics I look at] is return on invested capital,\" National Securities' Hogan said. \"Anything more than 15% is spectacular.</p>\n<p><b>Short interest as a percent of float</b></p>\n<p>Short interest is the number of shares that have been bet by investors that the stock price will decline, while the percent of float is short interest divided by the number of shares publicly available for trade. That can be found under the \"overview\" tab.</p>\n<p>Short interest is a good way to gauge overall investors sentiment in a stock. It is often used as a contrarian indicator; the more short interest there is, the more shares that will have to be purchased to cover those shorts if prices rise enough for bears to abandon their bets or fall enough for bears to take profits.</p>\n<p>So a stock with a high relative short interest ratio and that is trading close to its 52-week high may have more potential for gains than a stock with a low short interest ratio trading near its 52-week low.</p>\n<p>There is also the potential of a \"short squeeze,\" for heavily shorted stocks, which include meme stocks AMC Entertainment Holdings Inc.&nbsp;and GameStop Corp.</p>\n<p><b>Keep going</b></p>\n<p>There is a lot more on stock quote pages that can be very helpful in sizing up a company:</p>\n<ul>\n <li>Board of directors, under the “profile” tab, gives a quick view of people making decisions for the company.</li>\n <li>Look at liquidity ratios, also under the “profile” tab. The current ratio is a measure of a company’s ability to pay short-term debt obligations; the quick ratio, also known as the acid-test ratio, provides a look at assets easily convertible to cash; and the cash ratio depicts a company’s ability to use available cash to pay off short-term debt.</li>\n <li>Charts, under the “charts” tab, provide an easy way to gauge a stock’s performance over time. The charts allow investors to change the frequency and type of display, while adding many technical studies such as moving averages, relative strength, volume and news density.</li>\n <li>The “financials” tab includes a look at the income statement and balance sheet over a five-year period. It also provides a list of a companies filings with the Securities and Exchange Commission.</li>\n <li>A list of tradable stock option contracts can be found under the “options” tab, with all available maturities and strike prices, and prices for both bullish “call” options and bearish “put” options.</li>\n <li>Employee data under the “profile” tab includes the number of employees, revenue per employee and income per employee.</li>\n <li>Multiple valuation measures are under the “profile” tab, such as total debt to enterprise value, enterprise value to sales, price to Ebitda (earnings before interest, taxes, depreciation and amortization), price to book ratio and price to cash flow ratio.</li>\n <li>The most recent insider transactions are under the “profile” tab.</li>\n</ul>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These are the most important things to check on a stock's quote page before deciding whether to buy or sell</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\">\nThese are the most important things to check on a stock's quote page before deciding whether to buy or sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/these-are-the-most-important-things-to-check-on-a-stocks-quote-page-before-deciding-whether-to-buy-or-sell-11630783155?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Become a smarter investor by knowing these secrets\nMiramax/Courtesy Everett Collection\nThere's a lot more investors can glean from a MarketWatch stock quote page than just the price and the change ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-are-the-most-important-things-to-check-on-a-stocks-quote-page-before-deciding-whether-to-buy-or-sell-11630783155?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","AMZN":"亚马逊",".SPX":"S&P 500 Index","GME":"游戏驿站","AMC":"AMC院线","TSLA":"特斯拉","AAPL":"苹果",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/these-are-the-most-important-things-to-check-on-a-stocks-quote-page-before-deciding-whether-to-buy-or-sell-11630783155?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165880909","content_text":"Become a smarter investor by knowing these secrets\nMiramax/Courtesy Everett Collection\nThere's a lot more investors can glean from a MarketWatch stock quote page than just the price and the change from the previous session. In fact, price may be one of the least useful research data available.\nOf course, you may want to know what is driving a big change in the stock price. Type a company's ticker symbol or name into the search field on MarketWatch.com to get the stock page (also called a ticker page) and look under the \"overview\" tab for reports from MarketWatch and other Dow Jones publication as well as company news releases and reports from some other contributors.\nBut to become a smarter investor, you need to look at both the stock price and the underlying metrics used to evaluate a company and stock against both peers and over time.\nOne way to do that is by using an \"advanced\" or \"interactive\" chart, which can be found on the MarketWatch quote page. The charts can extend the time viewed to more than 10 years, and can overlay, or provide in a lower chart, a number of technical or fundamental metrics. It also lets you compare the moves to other stocks and indexes.\nHere are 10 things more important than price that are available to investors, listed in alphabetical order:\n52-week high and low\nA stock's 52-week high or low is a price range that helps an investor see where the stock is trading relative to how it has traded over the past year. It can be found under the \"overview\" tab in a quote page.\nAlthough some might view a stock trading closer to its low over the past year as relatively cheap, Art Hogan, chief market strategist at National Securities Corp., said he would prefer to invest in a stock that is trading closer to its 52-week high than its 52-week low.\n\"I'm not looking at what the market is getting wrong, I'm looking at what the market is getting right,\" Hogan said. \"It's near its high for a reason.\"\nAnalysts' estimates for EPS and revenue\nMichael O'Rourke, chief market strategist at JonesTrading, likes to check the change in analyst expectations for full-year earnings per share and revenue, as that can provide a view on how Wall Street perceives the underlying strength of a company's business.\nThose and more can be found under the \"analyst estimates\" tab on a quote page.\nA look at the yearly numbers shows the EPS estimates for the current year as well as for the next two years, as compiled by FactSet, in both table form and as a chart. The page also shows how what a company reported on a quarterly basis compared with the average analyst EPS estimate, overall analyst ratings of a company and how the ratings have changed over the past three months, and the average stock price target and notable changes in ratings and targets.\nFor example, Facebook Inc.'s (FB) full-year EPS was expected to keep growing at a steady rate as of the start of the third quarter of 2021, and its reported quarterly EPS beat expectations in the previous four quarters.\nFacebook Inc. MARKETWATCH\nCompetitors\nIt's smart to compare a company's financial performance against its competitors when assessing its financial performance. Scroll to the bottom of the \"overview\" page to find that list -- companies in the same business and in some cases others in a similar broadly defined sector and within the same market-capitalization tier.\nDividend yield\nAlso on the \"overview\" page is the dividend yield, or the annual dividend rate per share divided by the stock price. It is best viewed relative to a company's peers, the broader stock market and the yield on the 10-year Treasury note.\nFor example, Microsoft Corp.'s dividend yield as of the end of August 2021 was a little over half that of the S&P 500 and the 10-year Treasury yield. However, the yield is above that of Apple Inc., the only other company with a larger market cap, and above the yield of the SPDR Technology Select Sector exchange-traded fund.\nMARKETWATCH, BIGCHARTS\nTo see if the company has consistently paid a regular dividend, select \"dividend\" under the \"events\" tab.\nFree cash flow\nFree cash flow is the cash generated from operations after expenses and capital investments. The more cash available to a company, the more it can spend to expand. It can be found under the \"financials\" tab, then click on the secondary \"cash flow\" tab.\nHow free cash flow changes over time is useful in judging the current strength of a company's business and its potential for growth, said Paul Nolte, portfolio manager at Kingsview Investment Management.\nThe MarketWatch quote page provides a scale to see the change in free cash flow on an annual basis over the past five years or over the past five quarters.\nFor example, free cash flow was a key metric analysts used to evaluate General Electric Co., as the company recovered from years of financial distress. The quote page shows how FCF turned positive in 2019 after being negative the previous three years and that it stayed positive in 2020.\nGross profit margin\nGross profit margin, and the change over time, is another important measure of a company's profitability. That can be found under the \"financials\" tab on a quote page.\nGross profit margin is calculated by dividing gross income -- sales minus cost of goods sold (COGS) -- by sales. It should be viewed over time and relative to its peers.\nFor example, the year-over-year growth rate for Microsoft's revenue has been higher than the COGS growth rate the past four years, which indicates that gross profit margin has improved in each of the past four years.\nMicrosoft's 2020 gross profit margin also was more than double the S&P 500's implied gross profit margin and nearly double that of Apple and Amazon.com Inc.\nP/E ratio\nThe price-to-earnings ratio, or P/E ratio, is one of the favorite metrics of JonesTrading's O'Rourke. It is the price of the stock divided by earnings per share, gives investors a way to see what they're paying for each $1 on a company's bottom line, and to compare that cost over time and with a company's peers.\nTo find it, click on the \"profile\" tab in a stock's quote page.\nFor example, Google parent Alphabet Inc.'s stock (GOOGL) may at first glance appear to be a bit rich, given that it has advanced at triple the pace of an already booming S&P 500 through the first eight months of 2021.\nIn terms of P/E, Alphabet's could make the stock appear expensive, since it was about 6 percentage points above the implied P/E ratio for the S&P 500.\nBut despite the big gain in the stock price, Alphabet's P/E had declined by more than 2 percentage points since the end of 2020 as earnings have increased at a faster rate than price. Looking at it compared against other technology companies, it was several percentage points below Microsoft's and a little more than half that of Amazon's but a little above Apple's P/E.\nTo chart the P/E, go to \"advanced chart\" and then within the \"lower charts\" pull-down menu, select \"P/E Ratio.\"\nMARKETWATCH, BIGCHARTS\nPrice-to-sales ratio\nPrice relative to sales is similar to the P/E ratio, but because it is based on the top line rather than earnings per share, the ratio can't be influenced by a change in the number of shares outstanding from share repurchases.\n\"The higher you go up on the income statement, the harder it is [for a company] to mess around,\" said Kingsview's Nolte.\nReturn on invested capital\nReturn on invested capital is calculated by dividing net operating profit, after tax, by invested capital. It's way to judge how well a company's management allocates capital to generate a return. That can be found under the \"profile\" tab on a quote page.\nFor example, Apple's ROIC was a few percentage points above the S&P 500's performance over the past 12 months, and nearly triple that of the 10-year Treasury yield.\n\"One of the most important [metrics I look at] is return on invested capital,\" National Securities' Hogan said. \"Anything more than 15% is spectacular.\nShort interest as a percent of float\nShort interest is the number of shares that have been bet by investors that the stock price will decline, while the percent of float is short interest divided by the number of shares publicly available for trade. That can be found under the \"overview\" tab.\nShort interest is a good way to gauge overall investors sentiment in a stock. It is often used as a contrarian indicator; the more short interest there is, the more shares that will have to be purchased to cover those shorts if prices rise enough for bears to abandon their bets or fall enough for bears to take profits.\nSo a stock with a high relative short interest ratio and that is trading close to its 52-week high may have more potential for gains than a stock with a low short interest ratio trading near its 52-week low.\nThere is also the potential of a \"short squeeze,\" for heavily shorted stocks, which include meme stocks AMC Entertainment Holdings Inc. and GameStop Corp.\nKeep going\nThere is a lot more on stock quote pages that can be very helpful in sizing up a company:\n\nBoard of directors, under the “profile” tab, gives a quick view of people making decisions for the company.\nLook at liquidity ratios, also under the “profile” tab. The current ratio is a measure of a company’s ability to pay short-term debt obligations; the quick ratio, also known as the acid-test ratio, provides a look at assets easily convertible to cash; and the cash ratio depicts a company’s ability to use available cash to pay off short-term debt.\nCharts, under the “charts” tab, provide an easy way to gauge a stock’s performance over time. The charts allow investors to change the frequency and type of display, while adding many technical studies such as moving averages, relative strength, volume and news density.\nThe “financials” tab includes a look at the income statement and balance sheet over a five-year period. It also provides a list of a companies filings with the Securities and Exchange Commission.\nA list of tradable stock option contracts can be found under the “options” tab, with all available maturities and strike prices, and prices for both bullish “call” options and bearish “put” options.\nEmployee data under the “profile” tab includes the number of employees, revenue per employee and income per employee.\nMultiple valuation measures are under the “profile” tab, such as total debt to enterprise value, enterprise value to sales, price to Ebitda (earnings before interest, taxes, depreciation and amortization), price to book ratio and price to cash flow ratio.\nThe most recent insider transactions are under the “profile” tab.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812846448,"gmtCreate":1630576944984,"gmtModify":1676530345235,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Good news. Do contribute back into your country well-being","listText":"Good news. Do contribute back into your country well-being","text":"Good news. Do contribute back into your country well-being","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812846448","repostId":"1159580926","repostType":4,"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818253393,"gmtCreate":1630416084212,"gmtModify":1676530297012,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/818253393","repostId":"1131957400","repostType":4,"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810180150,"gmtCreate":1629951952370,"gmtModify":1676530182522,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Apple a day keep the doctor away","listText":"Apple a day keep the doctor away","text":"Apple a day keep the doctor away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810180150","repostId":"2162525350","repostType":4,"repost":{"id":"2162525350","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1629949920,"share":"https://ttm.financial/m/news/2162525350?lang=&edition=fundamental","pubTime":"2021-08-26 11:52","market":"us","language":"en","title":"This could be Apple's next $20 billion business","url":"https://stock-news.laohu8.com/highlight/detail?id=2162525350","media":"Dow Jones","summary":"An analyst sees Apple rapidly growing its advertising business at a similar trajectory to what Amazo","content":"<p>An analyst sees Apple rapidly growing its advertising business at a similar trajectory to what Amazon showed a few years back</p>\n<p>Apple Inc. could turn advertising into its next $20 billion business as the company ramps up its offerings and clamps down on ad targeting by third parties.</p>\n<p>That's according to estimates from Evercore ISI analyst Amit Daryanani, who pegged Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> advertising business as an \"underappreciated\" part of the company's story and <a href=\"https://laohu8.com/S/AONE.U\">one</a> with the potential for big growth over the coming years. The advertising business could reach $20 billion in revenue by 2025, he posits, up from perhaps $2 billion currently.</p>\n<p>Advertising represents a high-margin revenue stream for Apple. By 2025, ad revenue could constitute about 17% of Apple's services revenue and about 5% of total revenue, but 9% of earnings per share, by Daryanani's math.</p>\n<p>Daryanani rates Apple's stock outperform, with a $180 price target. The stock slipped 0.8% in midday trading Wednesday. It has rallied 16.9% over the past three months, while the Dow Jones Industrial Average has gained 3.4%.</p>\n<p>The smartphone giant's current advertising revenue mainly comes from App Store search, according to Daryanani, and he sees opportunities for the company to turn the App Store into more of a \"content discovery\" vehicle versus a \"content delivery\" one. He pointed to the company's launch of search ads in China earlier this year and the potential for increasing ad loads as ways that Apple can increase its advertising revenue organically.</p>\n<p>There are also new opportunities that Apple could tap, modeled off of successful endeavors by other companies in the digital ad world. <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>. (ROKU) offers a \"reasonable precedent\" for the ways that Apple could monetize its Apple TV installed base, and Alphabet Inc.'s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) Google \"is likely generating few billion dollars\" from Google Maps advertisements, Daryanani wrote. Apple could try similar tactics with Apple Maps.</p>\n<p>On the whole, Google looks poised to generate more than $200 billion in advertising revenue this year, he continued, and while Apple is unlikely to \"compete with Google's scale anytime soon,\" the size of Google's ad business gives him more confidence in his $20 billion estimate for Apple come 2025. He also noted that Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> grew advertising revenue to about $21 billion in 2020 from roughly $3 billion in 2016, suggesting Apple could achieve a \"similar trajectory.\"</p>\n<p>As Apple grows its own ad business, the company has taken steps to shake up the broader digital ad space, most notably through its App Tracking Transparency efforts. This makes it so third parties need to obtain consumer permission before tracking their broader online activities. Many users appear to be opting out of having their activity monitored in this way, according to early estimates.</p>\n<p>Apple positions App Tracking Transparency as a privacy-focused effort, and while Daryanani acknowledges that it \"certainly does help in that arena,\" he also said that there could be a more \"Machiavellian\" or \"nuanced\" way to view these efforts: By making it more difficult for third-party apps to target users on iOS devices, those companies may be tempted to spend more money on Apple's own advertising products.</p>\n<p>He pointed to recent comments from Zynga Inc. <a href=\"https://laohu8.com/S/ZNGA\">$(ZNGA)$</a>, which has been negatively impacted by the privacy changes. \"We're now testing and actually spending money with Apple to acquire users because...one of the things they're doing under the hood is they're building their own ad tech capabilities,\" Zynga Chief Financial Officer James Griffin said at a KeyBanc conference earlier this month.</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>This could be Apple's next $20 billion business</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis could be Apple's next $20 billion business\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-26 11:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>An analyst sees Apple rapidly growing its advertising business at a similar trajectory to what Amazon showed a few years back</p>\n<p>Apple Inc. could turn advertising into its next $20 billion business as the company ramps up its offerings and clamps down on ad targeting by third parties.</p>\n<p>That's according to estimates from Evercore ISI analyst Amit Daryanani, who pegged Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> advertising business as an \"underappreciated\" part of the company's story and <a href=\"https://laohu8.com/S/AONE.U\">one</a> with the potential for big growth over the coming years. The advertising business could reach $20 billion in revenue by 2025, he posits, up from perhaps $2 billion currently.</p>\n<p>Advertising represents a high-margin revenue stream for Apple. By 2025, ad revenue could constitute about 17% of Apple's services revenue and about 5% of total revenue, but 9% of earnings per share, by Daryanani's math.</p>\n<p>Daryanani rates Apple's stock outperform, with a $180 price target. The stock slipped 0.8% in midday trading Wednesday. It has rallied 16.9% over the past three months, while the Dow Jones Industrial Average has gained 3.4%.</p>\n<p>The smartphone giant's current advertising revenue mainly comes from App Store search, according to Daryanani, and he sees opportunities for the company to turn the App Store into more of a \"content discovery\" vehicle versus a \"content delivery\" one. He pointed to the company's launch of search ads in China earlier this year and the potential for increasing ad loads as ways that Apple can increase its advertising revenue organically.</p>\n<p>There are also new opportunities that Apple could tap, modeled off of successful endeavors by other companies in the digital ad world. <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>. (ROKU) offers a \"reasonable precedent\" for the ways that Apple could monetize its Apple TV installed base, and Alphabet Inc.'s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) Google \"is likely generating few billion dollars\" from Google Maps advertisements, Daryanani wrote. Apple could try similar tactics with Apple Maps.</p>\n<p>On the whole, Google looks poised to generate more than $200 billion in advertising revenue this year, he continued, and while Apple is unlikely to \"compete with Google's scale anytime soon,\" the size of Google's ad business gives him more confidence in his $20 billion estimate for Apple come 2025. He also noted that Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> grew advertising revenue to about $21 billion in 2020 from roughly $3 billion in 2016, suggesting Apple could achieve a \"similar trajectory.\"</p>\n<p>As Apple grows its own ad business, the company has taken steps to shake up the broader digital ad space, most notably through its App Tracking Transparency efforts. This makes it so third parties need to obtain consumer permission before tracking their broader online activities. Many users appear to be opting out of having their activity monitored in this way, according to early estimates.</p>\n<p>Apple positions App Tracking Transparency as a privacy-focused effort, and while Daryanani acknowledges that it \"certainly does help in that arena,\" he also said that there could be a more \"Machiavellian\" or \"nuanced\" way to view these efforts: By making it more difficult for third-party apps to target users on iOS devices, those companies may be tempted to spend more money on Apple's own advertising products.</p>\n<p>He pointed to recent comments from Zynga Inc. <a href=\"https://laohu8.com/S/ZNGA\">$(ZNGA)$</a>, which has been negatively impacted by the privacy changes. \"We're now testing and actually spending money with Apple to acquire users because...one of the things they're doing under the hood is they're building their own ad tech capabilities,\" Zynga Chief Financial Officer James Griffin said at a KeyBanc conference earlier this month.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌","GOOGL":"谷歌A"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162525350","content_text":"An analyst sees Apple rapidly growing its advertising business at a similar trajectory to what Amazon showed a few years back\nApple Inc. could turn advertising into its next $20 billion business as the company ramps up its offerings and clamps down on ad targeting by third parties.\nThat's according to estimates from Evercore ISI analyst Amit Daryanani, who pegged Apple's $(AAPL)$ advertising business as an \"underappreciated\" part of the company's story and one with the potential for big growth over the coming years. The advertising business could reach $20 billion in revenue by 2025, he posits, up from perhaps $2 billion currently.\nAdvertising represents a high-margin revenue stream for Apple. By 2025, ad revenue could constitute about 17% of Apple's services revenue and about 5% of total revenue, but 9% of earnings per share, by Daryanani's math.\nDaryanani rates Apple's stock outperform, with a $180 price target. The stock slipped 0.8% in midday trading Wednesday. It has rallied 16.9% over the past three months, while the Dow Jones Industrial Average has gained 3.4%.\nThe smartphone giant's current advertising revenue mainly comes from App Store search, according to Daryanani, and he sees opportunities for the company to turn the App Store into more of a \"content discovery\" vehicle versus a \"content delivery\" one. He pointed to the company's launch of search ads in China earlier this year and the potential for increasing ad loads as ways that Apple can increase its advertising revenue organically.\nThere are also new opportunities that Apple could tap, modeled off of successful endeavors by other companies in the digital ad world. Roku Inc. (ROKU) offers a \"reasonable precedent\" for the ways that Apple could monetize its Apple TV installed base, and Alphabet Inc.'s $(GOOGL)$(GOOGL) Google \"is likely generating few billion dollars\" from Google Maps advertisements, Daryanani wrote. Apple could try similar tactics with Apple Maps.\nOn the whole, Google looks poised to generate more than $200 billion in advertising revenue this year, he continued, and while Apple is unlikely to \"compete with Google's scale anytime soon,\" the size of Google's ad business gives him more confidence in his $20 billion estimate for Apple come 2025. He also noted that Amazon.com Inc. $(AMZN)$ grew advertising revenue to about $21 billion in 2020 from roughly $3 billion in 2016, suggesting Apple could achieve a \"similar trajectory.\"\nAs Apple grows its own ad business, the company has taken steps to shake up the broader digital ad space, most notably through its App Tracking Transparency efforts. This makes it so third parties need to obtain consumer permission before tracking their broader online activities. Many users appear to be opting out of having their activity monitored in this way, according to early estimates.\nApple positions App Tracking Transparency as a privacy-focused effort, and while Daryanani acknowledges that it \"certainly does help in that arena,\" he also said that there could be a more \"Machiavellian\" or \"nuanced\" way to view these efforts: By making it more difficult for third-party apps to target users on iOS devices, those companies may be tempted to spend more money on Apple's own advertising products.\nHe pointed to recent comments from Zynga Inc. $(ZNGA)$, which has been negatively impacted by the privacy changes. \"We're now testing and actually spending money with Apple to acquire users because...one of the things they're doing under the hood is they're building their own ad tech capabilities,\" Zynga Chief Financial Officer James Griffin said at a KeyBanc conference earlier this month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834848184,"gmtCreate":1629792925348,"gmtModify":1676530132705,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Press on !","listText":"Press on !","text":"Press on !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834848184","repostId":"1100467490","repostType":4,"repost":{"id":"1100467490","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629792101,"share":"https://ttm.financial/m/news/1100467490?lang=&edition=fundamental","pubTime":"2021-08-24 16:01","market":"us","language":"en","title":"Hot chinese concept stocks surged in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1100467490","media":"Tiger Newspress","summary":"Hot chinese concept stocks surged in premarket trading.Alibaba,Pinduoduo,JD.com,Baidu,NIO,Didi Global and Bilibili climbed between 2% and 8%.Chinese technology stocks rallied for a second day, as sentiment was boosted by Tencent Holdings Ltd.’s stock buyback and as Cathie Wood bought back into JD.com after a strong set of results.The Hang Seng Tech Index extended its advance to as much as 7.1%, adding to a gain of more than 2% on Monday, after a five-week rout that took the gauge to the lowest l","content":"<p>Hot&nbsp;chinese&nbsp;concept&nbsp;stocks&nbsp;surged&nbsp;in&nbsp;premarket&nbsp;trading.Alibaba,Pinduoduo,JD.com,Baidu,NIO,Didi Global&nbsp;and&nbsp;Bilibili&nbsp;climbed between 2% and 8%.</p>\n<p><img src=\"https://static.tigerbbs.com/40a95d9087ea972c64d7dbb5cc90dba4\" tg-width=\"360\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p>\n<p>Chinese technology stocks rallied for a second day, as sentiment was boosted by&nbsp;Tencent Holdings Ltd.’s stock buyback and as Cathie Wood bought back into&nbsp;JD.com&nbsp;after a strong set of results.</p>\n<p>The Hang Seng Tech Index extended its advance to as much as 7.1%, adding to a gain of more than 2% on Monday, after a five-week rout that took the gauge to the lowest level since inception last year.</p>\n<p>While there’s no indication that China’s regulatory will ease, the absence of significant new initiatives in recent days has helped draw in bargain hunters. </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>Hot chinese concept stocks surged in premarket trading</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\">\nHot chinese concept stocks surged in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-24 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Hot&nbsp;chinese&nbsp;concept&nbsp;stocks&nbsp;surged&nbsp;in&nbsp;premarket&nbsp;trading.Alibaba,Pinduoduo,JD.com,Baidu,NIO,Didi Global&nbsp;and&nbsp;Bilibili&nbsp;climbed between 2% and 8%.</p>\n<p><img src=\"https://static.tigerbbs.com/40a95d9087ea972c64d7dbb5cc90dba4\" tg-width=\"360\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p>\n<p>Chinese technology stocks rallied for a second day, as sentiment was boosted by&nbsp;Tencent Holdings Ltd.’s stock buyback and as Cathie Wood bought back into&nbsp;JD.com&nbsp;after a strong set of results.</p>\n<p>The Hang Seng Tech Index extended its advance to as much as 7.1%, adding to a gain of more than 2% on Monday, after a five-week rout that took the gauge to the lowest level since inception last year.</p>\n<p>While there’s no indication that China’s regulatory will ease, the absence of significant new initiatives in recent days has helped draw in bargain hunters. </p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","BABA":"阿里巴巴","JD":"京东"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100467490","content_text":"Hot chinese concept stocks surged in premarket trading.Alibaba,Pinduoduo,JD.com,Baidu,NIO,Didi Global and Bilibili climbed between 2% and 8%.\n\nChinese technology stocks rallied for a second day, as sentiment was boosted by Tencent Holdings Ltd.’s stock buyback and as Cathie Wood bought back into JD.com after a strong set of results.\nThe Hang Seng Tech Index extended its advance to as much as 7.1%, adding to a gain of more than 2% on Monday, after a five-week rout that took the gauge to the lowest level since inception last year.\nWhile there’s no indication that China’s regulatory will ease, the absence of significant new initiatives in recent days has helped draw in bargain hunters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835294338,"gmtCreate":1629718723724,"gmtModify":1676530109873,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Intel, AMD, TSM","listText":"Intel, AMD, TSM","text":"Intel, AMD, TSM","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/835294338","repostId":"1111103954","repostType":4,"repost":{"id":"1111103954","kind":"news","pubTimestamp":1629675616,"share":"https://ttm.financial/m/news/1111103954?lang=&edition=fundamental","pubTime":"2021-08-23 07:40","market":"us","language":"en","title":"The Chip Shortage Looks Like the Oil Shortage of the 1970s. What It Means for Stocks and the Economy.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111103954","media":"Barrons","summary":"Semiconductors might be the new oil—and that could make the 2020s the new 1970s.\nBack then, the worl","content":"<p>Semiconductors might be the new oil—and that could make the 2020s the new 1970s.</p>\n<p>Back then, the world ran on oil—and any change in supply had a massive impact on demand. When OPEC embargoed the U.S. in the 1970s, the price of crude rose from about $3 a barrel at the beginning of the decade to $13 a barrel by its end. The U.S. even issued gas ration coupons in 1974.</p>\n<p>The spike was good news for <a href=\"https://laohu8.com/S/CVX\">Chevron</a> and <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a>, which returned roughly 100% and 70%, respectively, in the 1970s, but painful for everyone else, as inflation raged. The S&amp;P 500 and Dow Jones Industrial Average rose just 17% and 5%, respectively, over the decade.</p>\n<p>If oil was the necessary component for the 1970s economy, chips provide the same function in the 2020s. They power everything from our computers and phones to our cars and appliances. And, as everyone knows by now, there is a shortage, with delivery times growing to more than 20 weeks, per Susquehanna Financial Group data.</p>\n<p>Roughly 80% of all the chips in the world are made in Northeast Asia. Politicians realize how big a problem this is, and they have started to demand local manufacturing, with President Joe Biden introducing a plan for $50 billion in chip research earlier this year. Reshoring any industry, including semiconductors, is a yearslong process that requires billions in capital. There will be winners and losers. And if it goes on too long, it will filter into the prices of all kinds of goods.</p>\n<p>“Shortages related to rapid upswings in demand could become inflationary,” TS Lombard’s Rory Green and Steven Blitz wrote back in January, when the scarcity of chips—”a product more known for steadily declining prices”—was in its infancy.</p>\n<p>The global semiconductor shortage has been a particular thorn in the side of the automotive industry all year. It was supposed to resolve itself by the second half of 2021. But more production cuts announced by <a href=\"https://laohu8.com/S/TM\">Toyota</a>&nbsp;this past week shows the problem isn’t going away soon. In fact, RBC analyst Joseph Spak argues the shortage could last for years.</p>\n<p>Part of the problem is structural, Spak says. Electric vehicles need more computing power, but the auto industry typically relies on older-generation chip technology, where capacity isn’t being as readily added by chip makers. Instead, they prefer to focus on newer, higher-end chips for the consumer electronics industry.</p>\n<p>The result: Instead of lines at the gas stations, there are lines at the automotive dealerships. Low new- and used-car inventories have pushed up pricing and contributed to rising inflation. Used-car prices rose about 20% in the first half of 2021, while new-car prices rose about 3%. The rise in used-car prices has started to slow, but new-car price gains are accelerating, rising about 7% year over year in July.</p>\n<p>That’s not good for consumers, but auto makers stand to benefit. Constrained production will lead to persistently low inventories and higher pricing. Companies will sell fewer cars, but that’s been offset by higher prices. <a href=\"https://laohu8.com/S/F\">Ford</a> and <a href=\"https://laohu8.com/S/GM\">General Motors</a> shares are up 43% and 17%, respectively, in 2021, and both still trade for about seven times 2022 earnings.</p>\n<p>And that’s just the auto industry. The longer the chip shortage goes on, the more prices will rise in all types of products. That will benefit chip makers such as <a href=\"https://laohu8.com/S/INTC\">Intel</a> and <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a>. Wall Street sees upside in the latter. Some two-thirds of analysts covering the stock rate it Buy, and the average price target implies about a 33% upside.</p>\n<p>Don’t expect long lines outside RadioShack, but expect the chip shortage to be felt just the same.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Chip Shortage Looks Like the Oil Shortage of the 1970s. What It Means for Stocks and the Economy.</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\">\nThe Chip Shortage Looks Like the Oil Shortage of the 1970s. What It Means for Stocks and the Economy.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 07:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/chip-shortage-stocks-economy-51629507891?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductors might be the new oil—and that could make the 2020s the new 1970s.\nBack then, the world ran on oil—and any change in supply had a massive impact on demand. When OPEC embargoed the U.S. ...</p>\n\n<a href=\"https://www.barrons.com/articles/chip-shortage-stocks-economy-51629507891?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙","AMD":"美国超微公司","TSM":"台积电","INTC":"英特尔","XOM":"埃克森美孚","MU":"美光科技"},"source_url":"https://www.barrons.com/articles/chip-shortage-stocks-economy-51629507891?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111103954","content_text":"Semiconductors might be the new oil—and that could make the 2020s the new 1970s.\nBack then, the world ran on oil—and any change in supply had a massive impact on demand. When OPEC embargoed the U.S. in the 1970s, the price of crude rose from about $3 a barrel at the beginning of the decade to $13 a barrel by its end. The U.S. even issued gas ration coupons in 1974.\nThe spike was good news for Chevron and Exxon Mobil, which returned roughly 100% and 70%, respectively, in the 1970s, but painful for everyone else, as inflation raged. The S&P 500 and Dow Jones Industrial Average rose just 17% and 5%, respectively, over the decade.\nIf oil was the necessary component for the 1970s economy, chips provide the same function in the 2020s. They power everything from our computers and phones to our cars and appliances. And, as everyone knows by now, there is a shortage, with delivery times growing to more than 20 weeks, per Susquehanna Financial Group data.\nRoughly 80% of all the chips in the world are made in Northeast Asia. Politicians realize how big a problem this is, and they have started to demand local manufacturing, with President Joe Biden introducing a plan for $50 billion in chip research earlier this year. Reshoring any industry, including semiconductors, is a yearslong process that requires billions in capital. There will be winners and losers. And if it goes on too long, it will filter into the prices of all kinds of goods.\n“Shortages related to rapid upswings in demand could become inflationary,” TS Lombard’s Rory Green and Steven Blitz wrote back in January, when the scarcity of chips—”a product more known for steadily declining prices”—was in its infancy.\nThe global semiconductor shortage has been a particular thorn in the side of the automotive industry all year. It was supposed to resolve itself by the second half of 2021. But more production cuts announced by Toyota this past week shows the problem isn’t going away soon. In fact, RBC analyst Joseph Spak argues the shortage could last for years.\nPart of the problem is structural, Spak says. Electric vehicles need more computing power, but the auto industry typically relies on older-generation chip technology, where capacity isn’t being as readily added by chip makers. Instead, they prefer to focus on newer, higher-end chips for the consumer electronics industry.\nThe result: Instead of lines at the gas stations, there are lines at the automotive dealerships. Low new- and used-car inventories have pushed up pricing and contributed to rising inflation. Used-car prices rose about 20% in the first half of 2021, while new-car prices rose about 3%. The rise in used-car prices has started to slow, but new-car price gains are accelerating, rising about 7% year over year in July.\nThat’s not good for consumers, but auto makers stand to benefit. Constrained production will lead to persistently low inventories and higher pricing. Companies will sell fewer cars, but that’s been offset by higher prices. Ford and General Motors shares are up 43% and 17%, respectively, in 2021, and both still trade for about seven times 2022 earnings.\nAnd that’s just the auto industry. The longer the chip shortage goes on, the more prices will rise in all types of products. That will benefit chip makers such as Intel and Taiwan Semiconductor Manufacturing. Wall Street sees upside in the latter. Some two-thirds of analysts covering the stock rate it Buy, and the average price target implies about a 33% upside.\nDon’t expect long lines outside RadioShack, but expect the chip shortage to be felt just the same.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835164706,"gmtCreate":1629695093805,"gmtModify":1676530102481,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Apple and Microsoft are very good stocks to keep.","listText":"Apple and Microsoft are very good stocks to keep.","text":"Apple and Microsoft are very good stocks to keep.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/835164706","repostId":"2161272742","repostType":4,"repost":{"id":"2161272742","kind":"highlight","pubTimestamp":1629691020,"share":"https://ttm.financial/m/news/2161272742?lang=&edition=fundamental","pubTime":"2021-08-23 11:57","market":"us","language":"en","title":"3 Warren Buffett Dividend Stocks Begging to Be Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2161272742","media":"Motley Fool","summary":"These Buffett-backed stocks could serve up huge wins for your portfolio.","content":"<p>Warren Buffett became <b>Berkshire Hathaway</b>'s CEO all the way back in 1965, a time when the company was valued at roughly $19 per share. The Oracle of Omaha steered the investment conglomerate to legendary success after taking over as its chief executive officer. Today, Berkshire's class A shares trade at roughly $429,700 per share, and the company's returns across Buffett's tenure are even more impressive if you take dividend payments into account.</p>\n<p>With that in mind, three Motley Fool contributors have identified three dividend-paying stocks in the Berkshire Hathaway portfolio: <b>Verizon Communications</b> (NYSE:VZ); <b>Mastercard</b>(NYSE:VZ); and <b>Apple </b>(NYSE:VZ). These stocks look poised to continue delivering big wins over the long term. Read on to see why our contributors think that these Buffett-backed, income-generating stocks have what it takes to be standouts in your portfolio.</p>\n<h2><b>Verizon is a dividend juggernaut</b></h2>\n<p><b>Jamal Carnette</b> <b>(Verizon):</b> Who says Warren Buffett isn't a tech investor? After eschewing the sector for years, Buffett has now invested billions in technology companies, including owning 3.8% of Verizon Communications. At current prices, Berskhire's position is worth nearly $9 billion.</p>\n<p>Verizon's dividend has historically been underappreciated. Despite its having a juicy 4.5% yield, many income investors favored the larger 7% payout provided by its telecom competitor <b>AT&amp;T</b>. However, that's about to change.</p>\n<p>Earlier this year, AT&amp;T announced it was spinning off its WarnerMedia division and merging it with <b>Discovery </b>with the split occurring next year. As a result, the company was cutting its dividend. While this move might unlock value for AT&amp;T, it also makes Verizon relatively more attractive for income investors in the telecom space.</p>\n<p>Buffett is a value investor, and Verizon certainly fits the bill. The company currently trades at 10.5 times forward earnings versus 22.3 times for the <b>S&amp;P 500</b>. Verizon's yield of 4.5% is three times the yield of the greater index, and investors are expecting another increase announcement in September, continuing the streak of raises that has occurred every year since 2006.</p>\n<p>Admittedly, Verizon stock has risks. Top-line growth has been difficult to come by, and revenue in 2020 was lower than it was in 2015. The company has significant exposure to landline telephone and cable television businesses, and a significant debt overhang, most of which comes from the $49 billion issuance it undertook to buy out <b>Vodafone</b>'s&nbsp;45% stake of Verizon Wireless in 2014.</p>\n<p>Despite that, Verizon's dividend is safe. Last year, the company generated more than $20 billion in free cash flow, more than double dividend payouts. Verizon's predictable, subscription-based businesses will ensure investors can look forward to dividends (and increases) for years to come. Warren Buffett and Berkshire know a strong company when they see <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>\n<h2>Don't let this payment giant's low yield -- or huge size -- keep you away</h2>\n<p><b>Jason Hall</b> <b>(Mastercard):</b> With a dividend yield south of 0.5% at recent prices, investors looking for yield often overlook Mastercard. Ironically, growth investors might <i>also</i> eschew the company, assuming that with a market cap above $351 billion, its growth days are over.</p>\n<p>I think investors in <i>either</i> camp are making a mistake to skip Mastercard. Simply put, this stalwart's scale and brand power have it lined up to ride a massive wave of digital-payments growth around the world in the decades ahead.</p>\n<p>Mastercard has a massive economic moat in its trusted, well-known payments network that gives it a massive network effect advantage. Having a relationship -- whether as a cardholder, accepting merchant, or a bank that issues Mastercard -- gives you access to the other two. And the more of each that is a Mastercard partner, the more of the others that want access. That's a killer advantage.</p>\n<p>This economic moat is why Mastercard's stock has consistently outperformed the S&amp;P 500 on just about every three-, five-, and 10-year period since going public, and is likely to continue outperforming. It's also likely the reason why Mastercard is in the Berkshire Hathaway portfolio.</p>\n<p>One last thing: The yield may be low, but the dividend&nbsp;<i>growth&nbsp;</i>is incredible. Here's how much it's increased since being implemented, juicing Mastercard's total returns an extra 570%:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e18eba4fc8baaec5791cb8d23115229e\" tg-width=\"720\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>MA data by YCharts</span></p>\n<p>That's a&nbsp;<i>lot&nbsp;</i>of juice from a relatively low dividend yield, powered by incredible growth.</p>\n<h2><b>Investors can win with Berkshire's biggest stock holding&nbsp;</b></h2>\n<p><b>Keith Noonan (Apple): </b>The company has been on an incredible run. It's posted a total return of roughly 675% over the last decade, with gains spurred by strong sales for its hardware and impressive growth in the software and services space. In light of that gravity-defying performance, it's not unreasonable to wonder whether the tech giant still has room for big growth.</p>\n<p>Apple already has an eye-catching market capitalization of roughly $2.45 trillion, and it sits atop the list of the world's most valuable companies. While relative growth will be tougher to come by as the company continues to increase in size, Apple still has an unmatched position in the consumer electronics industry. Technology will only become increasingly important in the average person's daily life, and Apple is fantastically positioned to capitalize on some of the world's biggest emerging technology trends.</p>\n<p>The company's phones and tablets will play a huge role in ushering in the age of 5G networks, which will enable dramatically faster upload and download speeds that make new kinds of software applications possible. Apple is also likely to be a leader in the augmented reality (AR) space. Next-generation network technology will help pave the way for new AR hardware and software applications, and Apple's current leadership position in mobile and wearable computing suggests that the company is likely to be one of the biggest winners if augmented reality takes off.</p>\n<p>With the company's dividend yield coming in at roughly 0.6% despite years of strong payout growth, it might come as a surprise to hear that Apple's dividend posted a much greater yield at earlier dates. Consider that the stock yielded more than 2.6% for a stretch of time back in 2013. Apple has boosted its payout 132.5% since it began paying a dividend in 2012, but market-crushing capital appreciation has outpaced payout growth. Not to worry. The technology leader should be able to continue posting strong earnings growth and hiking its dividend payout, and long-term investors will likely see strong impressive returns from the stock.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Dividend Stocks Begging to Be Bought</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Dividend Stocks Begging to Be Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 11:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/22/3-warren-buffett-dividend-stocks-begging-to-be-bou/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett became Berkshire Hathaway's CEO all the way back in 1965, a time when the company was valued at roughly $19 per share. The Oracle of Omaha steered the investment conglomerate to ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/22/3-warren-buffett-dividend-stocks-begging-to-be-bou/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","AAPL":"苹果","BRK.A":"伯克希尔","VZ":"威瑞森"},"source_url":"https://www.fool.com/investing/2021/08/22/3-warren-buffett-dividend-stocks-begging-to-be-bou/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161272742","content_text":"Warren Buffett became Berkshire Hathaway's CEO all the way back in 1965, a time when the company was valued at roughly $19 per share. The Oracle of Omaha steered the investment conglomerate to legendary success after taking over as its chief executive officer. Today, Berkshire's class A shares trade at roughly $429,700 per share, and the company's returns across Buffett's tenure are even more impressive if you take dividend payments into account.\nWith that in mind, three Motley Fool contributors have identified three dividend-paying stocks in the Berkshire Hathaway portfolio: Verizon Communications (NYSE:VZ); Mastercard(NYSE:VZ); and Apple (NYSE:VZ). These stocks look poised to continue delivering big wins over the long term. Read on to see why our contributors think that these Buffett-backed, income-generating stocks have what it takes to be standouts in your portfolio.\nVerizon is a dividend juggernaut\nJamal Carnette (Verizon): Who says Warren Buffett isn't a tech investor? After eschewing the sector for years, Buffett has now invested billions in technology companies, including owning 3.8% of Verizon Communications. At current prices, Berskhire's position is worth nearly $9 billion.\nVerizon's dividend has historically been underappreciated. Despite its having a juicy 4.5% yield, many income investors favored the larger 7% payout provided by its telecom competitor AT&T. However, that's about to change.\nEarlier this year, AT&T announced it was spinning off its WarnerMedia division and merging it with Discovery with the split occurring next year. As a result, the company was cutting its dividend. While this move might unlock value for AT&T, it also makes Verizon relatively more attractive for income investors in the telecom space.\nBuffett is a value investor, and Verizon certainly fits the bill. The company currently trades at 10.5 times forward earnings versus 22.3 times for the S&P 500. Verizon's yield of 4.5% is three times the yield of the greater index, and investors are expecting another increase announcement in September, continuing the streak of raises that has occurred every year since 2006.\nAdmittedly, Verizon stock has risks. Top-line growth has been difficult to come by, and revenue in 2020 was lower than it was in 2015. The company has significant exposure to landline telephone and cable television businesses, and a significant debt overhang, most of which comes from the $49 billion issuance it undertook to buy out Vodafone's 45% stake of Verizon Wireless in 2014.\nDespite that, Verizon's dividend is safe. Last year, the company generated more than $20 billion in free cash flow, more than double dividend payouts. Verizon's predictable, subscription-based businesses will ensure investors can look forward to dividends (and increases) for years to come. Warren Buffett and Berkshire know a strong company when they see one.\nDon't let this payment giant's low yield -- or huge size -- keep you away\nJason Hall (Mastercard): With a dividend yield south of 0.5% at recent prices, investors looking for yield often overlook Mastercard. Ironically, growth investors might also eschew the company, assuming that with a market cap above $351 billion, its growth days are over.\nI think investors in either camp are making a mistake to skip Mastercard. Simply put, this stalwart's scale and brand power have it lined up to ride a massive wave of digital-payments growth around the world in the decades ahead.\nMastercard has a massive economic moat in its trusted, well-known payments network that gives it a massive network effect advantage. Having a relationship -- whether as a cardholder, accepting merchant, or a bank that issues Mastercard -- gives you access to the other two. And the more of each that is a Mastercard partner, the more of the others that want access. That's a killer advantage.\nThis economic moat is why Mastercard's stock has consistently outperformed the S&P 500 on just about every three-, five-, and 10-year period since going public, and is likely to continue outperforming. It's also likely the reason why Mastercard is in the Berkshire Hathaway portfolio.\nOne last thing: The yield may be low, but the dividend growth is incredible. Here's how much it's increased since being implemented, juicing Mastercard's total returns an extra 570%:\nMA data by YCharts\nThat's a lot of juice from a relatively low dividend yield, powered by incredible growth.\nInvestors can win with Berkshire's biggest stock holding \nKeith Noonan (Apple): The company has been on an incredible run. It's posted a total return of roughly 675% over the last decade, with gains spurred by strong sales for its hardware and impressive growth in the software and services space. In light of that gravity-defying performance, it's not unreasonable to wonder whether the tech giant still has room for big growth.\nApple already has an eye-catching market capitalization of roughly $2.45 trillion, and it sits atop the list of the world's most valuable companies. While relative growth will be tougher to come by as the company continues to increase in size, Apple still has an unmatched position in the consumer electronics industry. Technology will only become increasingly important in the average person's daily life, and Apple is fantastically positioned to capitalize on some of the world's biggest emerging technology trends.\nThe company's phones and tablets will play a huge role in ushering in the age of 5G networks, which will enable dramatically faster upload and download speeds that make new kinds of software applications possible. Apple is also likely to be a leader in the augmented reality (AR) space. Next-generation network technology will help pave the way for new AR hardware and software applications, and Apple's current leadership position in mobile and wearable computing suggests that the company is likely to be one of the biggest winners if augmented reality takes off.\nWith the company's dividend yield coming in at roughly 0.6% despite years of strong payout growth, it might come as a surprise to hear that Apple's dividend posted a much greater yield at earlier dates. Consider that the stock yielded more than 2.6% for a stretch of time back in 2013. Apple has boosted its payout 132.5% since it began paying a dividend in 2012, but market-crushing capital appreciation has outpaced payout growth. Not to worry. The technology leader should be able to continue posting strong earnings growth and hiking its dividend payout, and long-term investors will likely see strong impressive returns from the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832010035,"gmtCreate":1629537875327,"gmtModify":1676530067874,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Hold on tight","listText":"Hold on tight","text":"Hold on tight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832010035","repostId":"2160176501","repostType":4,"repost":{"id":"2160176501","kind":"highlight","pubTimestamp":1629372900,"share":"https://ttm.financial/m/news/2160176501?lang=&edition=fundamental","pubTime":"2021-08-19 19:35","market":"us","language":"en","title":"5 Ultra-Popular Stocks With 108% to 212% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2160176501","media":"Motley Fool","summary":"At least a handful of Wall Street analysts and investment banks expect these widely followed stocks to soar.","content":"<p>Time and again, investors have learned the power of patience on Wall Street. Despite the benchmark <b>S&amp;P 500</b> losing 34% of its value in roughly a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-month stretch during the first quarter of 2020, the index has completely erased its decline and effectively doubled in value since finding a bottom.</p>\n<p>What you might find surprising is that, according to some analysts and investment banks on Wall Street, the upside for certain stocks isn't anywhere near complete. Based on the highest issued price target from Wall Street for the following five ultra-popular stocks, investors could double, or even triple, their money.</p>\n<p><img src=\"https://static.tigerbbs.com/8cf8fd6cbc9120f885acecdfb00d5835\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Nio: Implied upside of 125%</h3>\n<p>The first extremely popular stock investors can't stop eyeing or buying that has a lofty price target applied by Wall Street is China-based electric-vehicle (EV) manufacturer <b>Nio</b> (NYSE:NIO). With a currency-converted top-end target of about $92 a share, Nio could drive investors to a 125% return, if this price target proves accurate.</p>\n<p>The Nio growth story has both macro and micro tailwinds. On a macro basis, China is the largest auto market in the world, and is therefore the top opportunity for auto stocks to benefit from a multi-decade vehicle replacement shift to EVs. With the country's EV industry still nascent, there's plenty of market share up for grabs.</p>\n<p>On a company-specific basis, Nio has built up an impressive cash hoard and has demonstrated that it can ramp up production. Even with a global chip shortage, Nio delivered almost 21,900 EVs in the second quarter.&nbsp; It looks to be well on its way to producing an annual run-rate of 150,000 EVs, once chip supply issues are resolved.</p>\n<p>What's more, Nio introduced its battery-as-a-service program last year, which should improve customer loyalty and trade some near-term revenue for higher long-term operating margins.</p>\n<p>Although $92 a share is a bit aggressive for a company that's only delivered around 125,500 EVs since its inception, Nio's growth trajectory is certainly headed in the right direction.</p>\n<p><img src=\"https://static.tigerbbs.com/bc514068ded899a817770f684369db36\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Canopy Growth: Implied upside of 126%</h3>\n<p>Another ultra-popular company that at least one Wall Street firm remains very bullish on is Canadian marijuana stock <b>Canopy Growth</b> (NASDAQ:CGC). If the loftiest price target of 51 Canadian dollars ($40.70 U.S.) were to become a reality, Canopy Growth would rocket higher by 126%.</p>\n<p>The optimism surrounding the company probably has to do with its leading market share in the Canadian weed industry, as well as its massive cash war chest. According to the company, it maintained a 15.2% share of weed sales in tracked provinces in the calendar second quarter.&nbsp; That's an impressive figure given how competitive the Canadian cannabis landscape has become over the past three years.</p>\n<p>Furthermore, Canopy Growth ended June with CA$2.05 billion in cash and cash equivalents, which means it has more than enough capital to continue executing on its strategy. If you're wondering why it's so flush with cash, look no further than multiple direct equity investments from spirits giant <b>Constellation Brands</b>.</p>\n<p>However -- and this is a big \"however\" -- the Canadian pot industry and Canopy Growth have been an utter disaster since marijuana was legalized in October 2018. Canadian regulators threw cold water on the industry by delaying cultivation and sales license applications. Meanwhile, Canopy Growth did itself no favors by over-expanding its production capacity and grossly overpaying for acquisitions. The bottom line is that Canopy Growth has burned through close to CA$3 billion in cash in less than three years, which makes a CA$51 price target highly unlikely.</p>\n<p><img src=\"https://static.tigerbbs.com/0d4100110a4b55276a039eb89efa6151\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Penn National Gaming: Implied upside of 113%</h3>\n<p>Wall Street also appears to be rolling the dice on gaming and sports betting company <b>Penn National Gaming</b> (NASDAQ:PENN). The highest Wall Street price target forecasts that Penn National will head to $151 a share, which would represent a cool 113% return from where it closed the previous week.</p>\n<p>Penn's overwhelming success since the pandemic struck can be tied to two key factors. First, it owns 43 gaming or horse-racing properties in 20 states. Whereas most casinos were pulverized by the pandemic, Penn National escaped much of this pain since its properties aren't located solely in tourist destinations. In other words, Penn's gaming properties encourage local foot traffic, which is one reason it's so successful.</p>\n<p>Arguably the bigger reason Penn has been on fire since the pandemic began is the 36% equity stake it took in online sports-betting service Barstool Sports in February 2020. With people staying home due to the pandemic, some turned to online sports wagering and fantasy sports betting for entertainment.</p>\n<p>With online sports betting offering sustainable double-digit growth potential, and Penn National's gaming properties well-insulated from the turmoil hitting regions like Las Vegas and Macao, it has a reasonable chance to eventually hit Wall Street's loftiest price target.</p>\n<p><img src=\"https://static.tigerbbs.com/16ca48e46c5ed915bdfaeb115d44e553\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>JD.com: Implied upside of 108%</h3>\n<p>At least one Wall Street analyst is buying into the <b>JD.com</b> (NASDAQ:JD) growth story. Even with Chinese regulators cracking down on domestic tech companies, the highest price target on Wall Street implies up to 108% upside for China's second-largest e-commerce stock.</p>\n<p>Perhaps one reason analysts feel so comfortable with JD is the company's markedly different operating model from <b>Alibaba</b>, China's leading e-commerce company. Alibaba primarily operates as a third-party online marketplace, and was hit with a record $2.8 billion antitrust fine from Chinese regulators this past April.</p>\n<p>Meanwhile, JD almost exclusively sells goods directly to Chinese consumers. This means it operates an <b>Amazon</b>-like business model, whereby it controls its inventory and logistics. This makes it far less likely that JD falls under the microscope of Chinese regulators.</p>\n<p>The great thing about JD is that it's expanded its reach beyond just e-commerce. More specifically, it's generating revenue from advertising, healthcare services, and cloud services. The latter is particularly intriguing given that cloud margins are substantially higher than online retail margins. Though these ancillary services only accounted for 14% of the company's total sales in the first quarter, services revenue skyrocketed 73%.</p>\n<p>While the near term could remain uncertain for JD, it has a solid foundation in place to eventually double shareholders' money.</p>\n<p><img src=\"https://static.tigerbbs.com/51b9e73cc74dad844548f15906c23624\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Plug Power: Implied upside of 212%</h3>\n<p>The final ultra-popular stock that Wall Street believes has incredible upside is hydrogen fuel-cell solutions provider <b>Plug Power</b> (NASDAQ:PLUG). Based on the most aggressive price target of $78, Plug Power could climb 212%, compared to where it closed last week ($24.99).</p>\n<p>The bull thesis for Plug Power is very similar to that of Nio. Namely, we're witnessing a shift away from combustion-engine vehicles and toward green energy-powered vehicles. This shift won't happen overnight, but will instead provide a multi-decade opportunity for consumers and businesses to make the shift.</p>\n<p>Plug Power really excited investors in January when the company forged two significant joint ventures just a few days apart. First, SK Group took a 10% equity stake in Plug Power, with the intent of working with Plug to bring hydrogen fuel-cell-powered cars and refilling stations to South Korea. Days later, Plug linked up with French automaker <b>Renault</b> to launch Hyvia, which'll target Europe's light commercial vehicle market.</p>\n<p>At this point, there's little doubt that Plug Power's sales growth will impress for years to come. Between 2020 and 2024, the company anticipates growing its gross billings from $337 million to about $1.7 billion. The real question is whether investors can support a large valuation without profits. Until Plug Power makes the turn to recurring profitability, a $78 price target is probably out of the question.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Ultra-Popular Stocks With 108% to 212% Upside, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Ultra-Popular Stocks With 108% to 212% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 19:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/19/5-ultra-popular-stocks-with-108-to-212-upside/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Time and again, investors have learned the power of patience on Wall Street. Despite the benchmark S&P 500 losing 34% of its value in roughly a one-month stretch during the first quarter of 2020, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/19/5-ultra-popular-stocks-with-108-to-212-upside/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","JD":"京东","PLUG":"普拉格能源","09618":"京东集团-SW"},"source_url":"https://www.fool.com/investing/2021/08/19/5-ultra-popular-stocks-with-108-to-212-upside/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160176501","content_text":"Time and again, investors have learned the power of patience on Wall Street. Despite the benchmark S&P 500 losing 34% of its value in roughly a one-month stretch during the first quarter of 2020, the index has completely erased its decline and effectively doubled in value since finding a bottom.\nWhat you might find surprising is that, according to some analysts and investment banks on Wall Street, the upside for certain stocks isn't anywhere near complete. Based on the highest issued price target from Wall Street for the following five ultra-popular stocks, investors could double, or even triple, their money.\n\nImage source: Getty Images.\nNio: Implied upside of 125%\nThe first extremely popular stock investors can't stop eyeing or buying that has a lofty price target applied by Wall Street is China-based electric-vehicle (EV) manufacturer Nio (NYSE:NIO). With a currency-converted top-end target of about $92 a share, Nio could drive investors to a 125% return, if this price target proves accurate.\nThe Nio growth story has both macro and micro tailwinds. On a macro basis, China is the largest auto market in the world, and is therefore the top opportunity for auto stocks to benefit from a multi-decade vehicle replacement shift to EVs. With the country's EV industry still nascent, there's plenty of market share up for grabs.\nOn a company-specific basis, Nio has built up an impressive cash hoard and has demonstrated that it can ramp up production. Even with a global chip shortage, Nio delivered almost 21,900 EVs in the second quarter.  It looks to be well on its way to producing an annual run-rate of 150,000 EVs, once chip supply issues are resolved.\nWhat's more, Nio introduced its battery-as-a-service program last year, which should improve customer loyalty and trade some near-term revenue for higher long-term operating margins.\nAlthough $92 a share is a bit aggressive for a company that's only delivered around 125,500 EVs since its inception, Nio's growth trajectory is certainly headed in the right direction.\n\nImage source: Getty Images.\nCanopy Growth: Implied upside of 126%\nAnother ultra-popular company that at least one Wall Street firm remains very bullish on is Canadian marijuana stock Canopy Growth (NASDAQ:CGC). If the loftiest price target of 51 Canadian dollars ($40.70 U.S.) were to become a reality, Canopy Growth would rocket higher by 126%.\nThe optimism surrounding the company probably has to do with its leading market share in the Canadian weed industry, as well as its massive cash war chest. According to the company, it maintained a 15.2% share of weed sales in tracked provinces in the calendar second quarter.  That's an impressive figure given how competitive the Canadian cannabis landscape has become over the past three years.\nFurthermore, Canopy Growth ended June with CA$2.05 billion in cash and cash equivalents, which means it has more than enough capital to continue executing on its strategy. If you're wondering why it's so flush with cash, look no further than multiple direct equity investments from spirits giant Constellation Brands.\nHowever -- and this is a big \"however\" -- the Canadian pot industry and Canopy Growth have been an utter disaster since marijuana was legalized in October 2018. Canadian regulators threw cold water on the industry by delaying cultivation and sales license applications. Meanwhile, Canopy Growth did itself no favors by over-expanding its production capacity and grossly overpaying for acquisitions. The bottom line is that Canopy Growth has burned through close to CA$3 billion in cash in less than three years, which makes a CA$51 price target highly unlikely.\n\nImage source: Getty Images.\nPenn National Gaming: Implied upside of 113%\nWall Street also appears to be rolling the dice on gaming and sports betting company Penn National Gaming (NASDAQ:PENN). The highest Wall Street price target forecasts that Penn National will head to $151 a share, which would represent a cool 113% return from where it closed the previous week.\nPenn's overwhelming success since the pandemic struck can be tied to two key factors. First, it owns 43 gaming or horse-racing properties in 20 states. Whereas most casinos were pulverized by the pandemic, Penn National escaped much of this pain since its properties aren't located solely in tourist destinations. In other words, Penn's gaming properties encourage local foot traffic, which is one reason it's so successful.\nArguably the bigger reason Penn has been on fire since the pandemic began is the 36% equity stake it took in online sports-betting service Barstool Sports in February 2020. With people staying home due to the pandemic, some turned to online sports wagering and fantasy sports betting for entertainment.\nWith online sports betting offering sustainable double-digit growth potential, and Penn National's gaming properties well-insulated from the turmoil hitting regions like Las Vegas and Macao, it has a reasonable chance to eventually hit Wall Street's loftiest price target.\n\nImage source: Getty Images.\nJD.com: Implied upside of 108%\nAt least one Wall Street analyst is buying into the JD.com (NASDAQ:JD) growth story. Even with Chinese regulators cracking down on domestic tech companies, the highest price target on Wall Street implies up to 108% upside for China's second-largest e-commerce stock.\nPerhaps one reason analysts feel so comfortable with JD is the company's markedly different operating model from Alibaba, China's leading e-commerce company. Alibaba primarily operates as a third-party online marketplace, and was hit with a record $2.8 billion antitrust fine from Chinese regulators this past April.\nMeanwhile, JD almost exclusively sells goods directly to Chinese consumers. This means it operates an Amazon-like business model, whereby it controls its inventory and logistics. This makes it far less likely that JD falls under the microscope of Chinese regulators.\nThe great thing about JD is that it's expanded its reach beyond just e-commerce. More specifically, it's generating revenue from advertising, healthcare services, and cloud services. The latter is particularly intriguing given that cloud margins are substantially higher than online retail margins. Though these ancillary services only accounted for 14% of the company's total sales in the first quarter, services revenue skyrocketed 73%.\nWhile the near term could remain uncertain for JD, it has a solid foundation in place to eventually double shareholders' money.\n\nImage source: Getty Images.\nPlug Power: Implied upside of 212%\nThe final ultra-popular stock that Wall Street believes has incredible upside is hydrogen fuel-cell solutions provider Plug Power (NASDAQ:PLUG). Based on the most aggressive price target of $78, Plug Power could climb 212%, compared to where it closed last week ($24.99).\nThe bull thesis for Plug Power is very similar to that of Nio. Namely, we're witnessing a shift away from combustion-engine vehicles and toward green energy-powered vehicles. This shift won't happen overnight, but will instead provide a multi-decade opportunity for consumers and businesses to make the shift.\nPlug Power really excited investors in January when the company forged two significant joint ventures just a few days apart. First, SK Group took a 10% equity stake in Plug Power, with the intent of working with Plug to bring hydrogen fuel-cell-powered cars and refilling stations to South Korea. Days later, Plug linked up with French automaker Renault to launch Hyvia, which'll target Europe's light commercial vehicle market.\nAt this point, there's little doubt that Plug Power's sales growth will impress for years to come. Between 2020 and 2024, the company anticipates growing its gross billings from $337 million to about $1.7 billion. The real question is whether investors can support a large valuation without profits. Until Plug Power makes the turn to recurring profitability, a $78 price target is probably out of the question.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833704900,"gmtCreate":1629260322900,"gmtModify":1676529982923,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Good guide","listText":"Good guide","text":"Good guide","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/833704900","repostId":"1137059057","repostType":4,"repost":{"id":"1137059057","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":1629250470,"share":"https://ttm.financial/m/news/1137059057?lang=&edition=fundamental","pubTime":"2021-08-18 09:34","market":"us","language":"en","title":"Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios","url":"https://stock-news.laohu8.com/highlight/detail?id=1137059057","media":"Benzinga","summary":"The latest round of 13F filings from institutional investors is out, revealing to the world the stoc","content":"<p><img src=\"https://static.tigerbbs.com/21f6d0ecef322eb7d493d53b88c9b1b5\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.</p>\n<p><b>Takeaways From 13F Season:</b><a href=\"https://laohu8.com/S/ISBC\">Investors</a> who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&amp;P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.</p>\n<ul>\n <li>Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> has the attention of fund managers, with Tepper selling and Soros buying.</li>\n <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> had a brutal quarter in part due to a regulatory on big tech stocks in <a href=\"https://laohu8.com/S/CAAS\">China</a>, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.</li>\n <li>Buffett continued accumulating <a href=\"https://laohu8.com/S/KR\">Kroger</a> shares while selling off health care investments.</li>\n <li>Several fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. &amp; Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.</li>\n</ul>\n<p>Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.</p>\n<p><b>David Einhorn’s Greenlight Capital</b></p>\n<p>Notable <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/GPRO\">GoPro</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/TECK\">Teck Resources Ltd</a></b></li>\n <li><b>ODP Corp</b></li>\n <li><b>SPDR S&amp;P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>ADT Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/APG\">APi Group Corp</a></b></li>\n <li><b>CNX Resources Corp</b></li>\n</ul>\n<p><b>David Tepper’s Appaloosa Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> Co</b></li>\n</ul>\n<p><b>Leon Cooperman’s Omega Advisors</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/LAD\">Lithia Motors</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOA\">Finance of America Companies Inc</a></b></li>\n <li><b>Alibaba Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a></b></li>\n <li><b>Vanguard500 Index Fund ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/EFA\">iShares MSCI EAFE ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/FOE\">Ferro</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/CMCSA\">Comcast</a> Corporation</b></li>\n</ul>\n<p><b>Barry Rosenstein’s Jana Partners</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Encompass Health Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/VG\">Vonage</a> Holdings Corp.</b></li>\n <li><b>SPDR S&amp;P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/CONE\">CyrusOne</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CSOD\">Cornerstone OnDemand</a>, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Conagra Brands Inc</b></li>\n <li><b>TreeHouse Foods Inc.</b></li>\n <li><b>Laboratory Corp. of America Holdings</b></li>\n</ul>\n<p><b>Jeff Smith’s Starboard Value</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Papa John's Int'l, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000</a> ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Aecom</b></li>\n <li><b>NortonLifeLock Inc</b></li>\n <li><b>Corteva Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVLT\">CommVault</a> Systems, Inc.</b></li>\n</ul>\n<p><b>Warren Buffett’s <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Kroger Co</b></li>\n <li><b>Organon &amp; Co</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/MRK\">Merck</a> &amp; Co., Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/GM\">General Motors</a> Company</b></li>\n <li><b><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> Systems Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVX\">Chevron</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> Co</b></li>\n <li><b><a href=\"https://laohu8.com/S/BIIB\">Biogen</a> Inc</b></li>\n</ul>\n<p><b>George Soros’ Soros Fund Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Amazon.com, Inc.</b></li>\n <li><b>Walt Disney Co</b></li>\n <li><b>Airbnb Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a></b></li>\n <li><b>Alphabet Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a></b></li>\n <li><b>iShares iBoxx $ Inv Grade Corporate Bond ETF</b></li>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/NKE\">Nike</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/BGC\">General</a> Motors Company</b></li>\n</ul>\n<p><b>Carl Icahn’s Icahn Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/IEPRR\">Icahn Enterprises LP</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/XRX\">Xerox</a> Holdings Corp</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/HLF\">Herbalife</a> Nutrition Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TEN\">Tenneco</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DK\">Delek US</a> Holdings Inc</b></li>\n <li><b>Welbilt Inc</b></li>\n</ul>\n<p><b>Bill Ackman’s <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Domino's Pizza, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/QSR\">Restaurant</a> Brands International Inc</b></li>\n <li><b>Lowe’s Companies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/HLT\">Hilton</a> Hotels Corporation</b></li>\n</ul>\n<p><b>Seth Klarman’s Baupost Group</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/SJR\">Shaw</a> <a href=\"https://laohu8.com/S/JCS\">Communications</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, Inc.</b></li>\n <li><b>Facebook, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOXBV\">Fox Corp</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/PEAK\">Healthpeak Properties</a> Inc</b></li>\n</ul>","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>Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQ2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios\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\">2021-08-18 09:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/21f6d0ecef322eb7d493d53b88c9b1b5\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.</p>\n<p><b>Takeaways From 13F Season:</b><a href=\"https://laohu8.com/S/ISBC\">Investors</a> who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&amp;P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.</p>\n<ul>\n <li>Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> has the attention of fund managers, with Tepper selling and Soros buying.</li>\n <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> had a brutal quarter in part due to a regulatory on big tech stocks in <a href=\"https://laohu8.com/S/CAAS\">China</a>, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.</li>\n <li>Buffett continued accumulating <a href=\"https://laohu8.com/S/KR\">Kroger</a> shares while selling off health care investments.</li>\n <li>Several fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. &amp; Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.</li>\n</ul>\n<p>Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.</p>\n<p><b>David Einhorn’s Greenlight Capital</b></p>\n<p>Notable <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/GPRO\">GoPro</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/TECK\">Teck Resources Ltd</a></b></li>\n <li><b>ODP Corp</b></li>\n <li><b>SPDR S&amp;P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>ADT Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/APG\">APi Group Corp</a></b></li>\n <li><b>CNX Resources Corp</b></li>\n</ul>\n<p><b>David Tepper’s Appaloosa Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> Co</b></li>\n</ul>\n<p><b>Leon Cooperman’s Omega Advisors</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/LAD\">Lithia Motors</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOA\">Finance of America Companies Inc</a></b></li>\n <li><b>Alibaba Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a></b></li>\n <li><b>Vanguard500 Index Fund ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/EFA\">iShares MSCI EAFE ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/FOE\">Ferro</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/CMCSA\">Comcast</a> Corporation</b></li>\n</ul>\n<p><b>Barry Rosenstein’s Jana Partners</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Encompass Health Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/VG\">Vonage</a> Holdings Corp.</b></li>\n <li><b>SPDR S&amp;P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/CONE\">CyrusOne</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CSOD\">Cornerstone OnDemand</a>, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Conagra Brands Inc</b></li>\n <li><b>TreeHouse Foods Inc.</b></li>\n <li><b>Laboratory Corp. of America Holdings</b></li>\n</ul>\n<p><b>Jeff Smith’s Starboard Value</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Papa John's Int'l, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000</a> ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Aecom</b></li>\n <li><b>NortonLifeLock Inc</b></li>\n <li><b>Corteva Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVLT\">CommVault</a> Systems, Inc.</b></li>\n</ul>\n<p><b>Warren Buffett’s <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Kroger Co</b></li>\n <li><b>Organon &amp; Co</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/MRK\">Merck</a> &amp; Co., Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/GM\">General Motors</a> Company</b></li>\n <li><b><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> Systems Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVX\">Chevron</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> Co</b></li>\n <li><b><a href=\"https://laohu8.com/S/BIIB\">Biogen</a> Inc</b></li>\n</ul>\n<p><b>George Soros’ Soros Fund Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Amazon.com, Inc.</b></li>\n <li><b>Walt Disney Co</b></li>\n <li><b>Airbnb Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a></b></li>\n <li><b>Alphabet Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a></b></li>\n <li><b>iShares iBoxx $ Inv Grade Corporate Bond ETF</b></li>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/NKE\">Nike</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/BGC\">General</a> Motors Company</b></li>\n</ul>\n<p><b>Carl Icahn’s Icahn Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/IEPRR\">Icahn Enterprises LP</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/XRX\">Xerox</a> Holdings Corp</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/HLF\">Herbalife</a> Nutrition Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TEN\">Tenneco</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DK\">Delek US</a> Holdings Inc</b></li>\n <li><b>Welbilt Inc</b></li>\n</ul>\n<p><b>Bill Ackman’s <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Domino's Pizza, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/QSR\">Restaurant</a> Brands International Inc</b></li>\n <li><b>Lowe’s Companies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/HLT\">Hilton</a> Hotels Corporation</b></li>\n</ul>\n<p><b>Seth Klarman’s Baupost Group</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/SJR\">Shaw</a> <a href=\"https://laohu8.com/S/JCS\">Communications</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, Inc.</b></li>\n <li><b>Facebook, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOXBV\">Fox Corp</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/PEAK\">Healthpeak Properties</a> Inc</b></li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BABA":"阿里巴巴",".SPX":"S&P 500 Index","GOOGL":"谷歌A","ABNB":"爱彼迎","QTWO":"Q2 Holdings Inc",".DJI":"道琼斯","BRK.B":"伯克希尔B",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137059057","content_text":"The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.\nTakeaways From 13F Season:Investors who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.\n\nGoogle parent Alphabet has the attention of fund managers, with Tepper selling and Soros buying.\nAlibaba had a brutal quarter in part due to a regulatory on big tech stocks in China, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.\nBuffett continued accumulating Kroger shares while selling off health care investments.\nSeveral fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. & Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.\n\nHere’s a rundown of how the smart money was playing some of the most popular stocks last quarter.\nDavid Einhorn’s Greenlight Capital\nNotable Q2 Buys/Increases:\n\nGoPro Inc\nTeck Resources Ltd\nODP Corp\nSPDR S&P 500 ETF Trust\nExpedia Group Inc\n\nNotable Q2 Sells/Reductions:\n\nADT Inc\nAPi Group Corp\nCNX Resources Corp\n\nDavid Tepper’s Appaloosa Management\nNotable Q2 Buys/Increases:\n\nUber Technologies Inc\n\nNotable Q2 Sells/Reductions:\n\nT-Mobile Us Inc\nAmazon.com, Inc.\nAlibaba Group Holding Ltd - ADR\nFacebook, Inc.\nMicrosoft Corporation\nTwitter Inc\nAlphabet, Inc.\nNetflix Inc\nWalt Disney Co\n\nLeon Cooperman’s Omega Advisors\nNotable Q2 Buys/Increases:\n\nLithia Motors Inc\nFinance of America Companies Inc\nAlibaba Group Holding Ltd - ADR\nBausch Health Companies Inc\nVanguard500 Index Fund ETF\niShares MSCI EAFE ETF\n\nNotable Q2 Sells/Reductions:\n\nFerro Corporation\nComcast Corporation\n\nBarry Rosenstein’s Jana Partners\nNotable Q2 Buys/Increases:\n\nEncompass Health Corp\nVonage Holdings Corp.\nSPDR S&P 500 ETF Trust\nCyrusOne Inc\nCornerstone OnDemand, Inc.\n\nNotable Q2 Sells/Reductions:\n\nConagra Brands Inc\nTreeHouse Foods Inc.\nLaboratory Corp. of America Holdings\n\nJeff Smith’s Starboard Value\nNotable Q2 Buys/Increases:\n\nPapa John's Int'l, Inc.\nON Semiconductor Corp\niShares Russell 2000 ETF\niShares Russell Mid-Cap ETF\n\nNotable Q2 Sells/Reductions:\n\nAecom\nNortonLifeLock Inc\nCorteva Inc\nCommVault Systems, Inc.\n\nWarren Buffett’s Berkshire Hathaway\nNotable Q2 Buys/Increases:\n\nKroger Co\nOrganon & Co\n\nNotable Q2 Sells/Reductions:\n\nMerck & Co., Inc.\nGeneral Motors Company\nAxalta Coating Systems Ltd\nAbbVie Inc\nChevron Corporation\nBristol-Myers Squibb Co\nBiogen Inc\n\nGeorge Soros’ Soros Fund Management\nNotable Q2 Buys/Increases:\n\nAmazon.com, Inc.\nWalt Disney Co\nAirbnb Inc\nMGM Resorts International\nAlphabet Inc\n\nNotable Q2 Sells/Reductions:\n\nViacomCBS Inc.\niShares iBoxx $ Inv Grade Corporate Bond ETF\nT-Mobile Us Inc\nNike Inc\nGeneral Motors Company\n\nCarl Icahn’s Icahn Capital\nNotable Q2 Buys/Increases:\n\nIcahn Enterprises LP\nXerox Holdings Corp\n\nNotable Q2 Sells/Reductions:\n\nHerbalife Nutrition Ltd\nOccidental Petroleum Corporation\nTenneco Inc\nDelek US Holdings Inc\nWelbilt Inc\n\nBill Ackman’s Pershing Square Capital\nNotable Q2 Buys/Increases:\n\nDomino's Pizza, Inc.\n\nNotable Q2 Sells/Reductions:\n\nRestaurant Brands International Inc\nLowe’s Companies Inc\nAgilent Technologies Inc\nHilton Hotels Corporation\n\nSeth Klarman’s Baupost Group\nNotable Q2 Buys/Increases:\n\nShaw Communications Inc\nMicron Technology, Inc.\nFacebook, Inc.\n\nNotable Q2 Sells/Reductions:\n\neBay Inc\nFox Corp\nIntel Corporation\nHealthpeak Properties Inc","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830342404,"gmtCreate":1629018788608,"gmtModify":1676529911888,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830342404","repostId":"1138705612","repostType":4,"repost":{"id":"1138705612","kind":"news","pubTimestamp":1628995730,"share":"https://ttm.financial/m/news/1138705612?lang=&edition=fundamental","pubTime":"2021-08-15 10:48","market":"us","language":"en","title":"AMD, Intel, And Nvidia: Which Is The Best Chip Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138705612","media":"seekingalpha","summary":"AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.This left ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.</li>\n <li>AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.</li>\n <li>Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&amp;D, marketing, and pricing.</li>\n <li>Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8f0aee0f3d10db76a1ee18fe604b40\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>Andy/iStock via Getty Images</span></p>\n<p>Intel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.</p>\n<p>This left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.</p>\n<p>AMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.</p>\n<p>However, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.</p>\n<p><b>The Ins And Outs of Intel</b></p>\n<p>An understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.</p>\n<p>Consequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.</p>\n<p>Gaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.</p>\n<p>Until fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.</p>\n<p>At the end of Q1, AMD held 19.30% of the x86 desktop&nbsp;market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5%&nbsp;market&nbsp;share in Q4 of 2019.</p>\n<p>Despite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU&nbsp;market.</p>\n<p>The company has an enormous R&amp;D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.</p>\n<p>Investors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.</p>\n<p>However, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.</p>\n<p>Intel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.</p>\n<p><b>An Overview of AMD</b></p>\n<p>In years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.</p>\n<p>However, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903df41d5400c9807ff487a75a7e5450\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331cd14b666f520a62d0746d5fadfa5b\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p>Like Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.</p>\n<p>AMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f8fbcab5da8a24d01d2b6408bd5686\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>AMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.</p>\n<p>In regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67a0fe74d986cf882623a8f39587d0d8\" tg-width=\"544\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Source:tom'sHARDWARE</span></p>\n<p>However, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.</p>\n<p>Although AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.</p>\n<p>Late last year,AMD entered intoa deal&nbsp;to acquire&nbsp;Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.</p>\n<p>The Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.</p>\n<p>AMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.</p>\n<p><b>A Survey of NVIDIA</b></p>\n<p>NVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.</p>\n<p>The chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb1d71f9df02f6c63907fe784b2fd8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Source:AMD Investor Presentation</span></p>\n<p>The firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.</p>\n<p>GPUs are being teamed with CPUs to&nbsp;enhance&nbsp;computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to&nbsp;autonomous&nbsp;vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud</p>\n<p>AI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.</p>\n<p>ARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.</p>\n<p>Perhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.</p>\n<p>Unfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p><b>Valuation Metrics</b></p>\n<p>The following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdeabcd2ea473601fbaaaa03235de77\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ chart by author</span></p>\n<p>Next, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/884fc2142d97afcc9e2308e50058dd45\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Chart by author</span></p>\n<p>Note that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.</p>\n<p>Perusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.</p>\n<p>Count me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.</p>\n<p>Do not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.</p>\n<p><b>=Advantage AMD</b></p>\n<p><b>Analysts’ Price Targets</b></p>\n<p>NVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.</p>\n<p>AMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.</p>\n<p>Intel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.</p>\n<p>Investors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.</p>\n<p><b>=Tie AMD/INTC</b></p>\n<p><b>Growth Rates</b></p>\n<p>The next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ae1b79b3731a985fc209e626ca4886\" tg-width=\"577\" tg-height=\"337\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ Chart by author</span></p>\n<p>While investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.</p>\n<p>Advanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.</p>\n<p><b>=Advantage AMD</b></p>\n<p>I considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.</p>\n<p>I often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.</p>\n<p><b>Debt Metrics</b></p>\n<p>NVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.</p>\n<p>AMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.</p>\n<p>Intel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.</p>\n<p>All three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.</p>\n<p><b>R&amp;D Budgets</b></p>\n<p>This is the first time I have&nbsp;compared&nbsp;the R&amp;D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.</p>\n<p>Last fiscal year, Intel devoted over $13.5 billion to R&amp;D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.</p>\n<p>AMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&amp;D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.</p>\n<p>I should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&amp;D budgets.</p>\n<p><b>=Advantage INTC</b></p>\n<p><b>Bottom Line: Which Is The Best Chip Stock?</b></p>\n<p>To arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.</p>\n<p>Because ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.</p>\n<p>The degree of success Intel finds as its&nbsp;planned&nbsp;foundries come online is another factor that should be weighed.</p>\n<p>A development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.</p>\n<p>On the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.</p>\n<p>While AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.</p>\n<p>However, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.</p>\n<p>With that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.</p>\n<p>I also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.</p>\n<p>I rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.</p>\n<p>For additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA&nbsp;contributor&nbsp;Keyanoush Razavidinani.</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>AMD, Intel, And Nvidia: Which Is The Best Chip Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD, Intel, And Nvidia: Which Is The Best Chip Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips ...</p>\n\n<a href=\"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138705612","content_text":"Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.\nEven so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.\nNvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.\n\nAndy/iStock via Getty Images\nIntel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.\nThis left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.\nAMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.\nHowever, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.\nThe Ins And Outs of Intel\nAn understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.\nConsequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.\nGaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.\nUntil fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.\nAt the end of Q1, AMD held 19.30% of the x86 desktop market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5% market share in Q4 of 2019.\nDespite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU market.\nThe company has an enormous R&D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.\nInvestors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.\nHowever, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.\nIntel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.\nAn Overview of AMD\nIn years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.\nHowever, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.\nSource:Q2 Earnings Presentation\nSource:Q2 Earnings Presentation\nLike Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.\nAMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.\nSource:Seeking Alpha\nAMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.\nIn regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.\nSource:tom'sHARDWARE\nHowever, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.\nAlthough AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.\nLate last year,AMD entered intoa deal to acquire Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.\nThe Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.\nAMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.\nA Survey of NVIDIA\nNVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.\nThe chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.\nSource:AMD Investor Presentation\nThe firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.\nGPUs are being teamed with CPUs to enhance computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to autonomous vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud\nAI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.\nARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.\nPerhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.\nUnfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.\nHead-To-Head Comparisons\nValuation Metrics\nThe following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.\nSource:Seeking Alpha Premium/ chart by author\nNext, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.\nChart by author\nNote that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.\nPerusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.\nCount me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.\nDo not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.\n=Advantage AMD\nAnalysts’ Price Targets\nNVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.\nAMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.\nIntel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.\nInvestors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.\n=Tie AMD/INTC\nGrowth Rates\nThe next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.\nSource:Seeking Alpha Premium/ Chart by author\nWhile investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.\nAdvanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.\n=Advantage AMD\nI considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.\nI often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.\nDebt Metrics\nNVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.\nAMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.\nIntel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.\nAll three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.\nR&D Budgets\nThis is the first time I have compared the R&D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.\nLast fiscal year, Intel devoted over $13.5 billion to R&D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.\nAMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.\nI should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&D budgets.\n=Advantage INTC\nBottom Line: Which Is The Best Chip Stock?\nTo arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.\nBecause ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.\nThe degree of success Intel finds as its planned foundries come online is another factor that should be weighed.\nA development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.\nOn the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.\nWhile AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.\nHowever, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.\nWith that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.\nI also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.\nI rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.\nFor additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA contributor Keyanoush Razavidinani.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830988035,"gmtCreate":1629000675827,"gmtModify":1676529908249,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/830988035","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://ttm.financial/m/news/1127633167?lang=&edition=fundamental","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p>\n<p>The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock&nbsp;that returns 10 times what you paid for it.</p>\n<p>Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified&nbsp;in a&nbsp;<i>Barron’s</i>&nbsp;cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p>\n<p>Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p>\n<p>Many investors are happy to stick with large, well-known compounders, such as&nbsp;Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and&nbsp;Eli Lilly(LLY).</p>\n<p><i>Barron’s</i>&nbsp;sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p>\n<p>Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p>\n<table>\n <thead>\n  <tr>\n   <th>Company / Ticker</th>\n   <th>Recent Price</th>\n   <th>YTD Change</th>\n   <th>2021E P/E</th>\n   <th>2021E Price/Sales</th>\n   <th>2022E P/E</th>\n   <th>2022E Price/Sales</th>\n   <th>LT Growth Rate*</th>\n   <th>Market Value (bil)</th>\n   <th>Comment</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>Amedysis / AMED</td>\n   <td>$185.15</td>\n   <td>-37%</td>\n   <td>30.2</td>\n   <td>2.7</td>\n   <td>27.7</td>\n   <td>2.4</td>\n   <td>10.5%</td>\n   <td>$6.3</td>\n   <td>Leader in home health care</td>\n  </tr>\n  <tr>\n   <td>Amyris / AMRS</td>\n   <td>13.64</td>\n   <td>121</td>\n   <td>NM</td>\n   <td>10.4</td>\n   <td>NM</td>\n   <td>9.7</td>\n   <td>NA</td>\n   <td>4.1</td>\n   <td>Leading company in synthetic biology</td>\n  </tr>\n  <tr>\n   <td>Booz Allen Hamilton Holding / BAH</td>\n   <td>81.73</td>\n   <td>-6</td>\n   <td>19.4</td>\n   <td>1.3</td>\n   <td>17.7</td>\n   <td>1.2</td>\n   <td>8.6</td>\n   <td>11.0</td>\n   <td>Defense-department consultant</td>\n  </tr>\n  <tr>\n   <td>J.B. Hunt Transport Services / JBHT</td>\n   <td>172.76</td>\n   <td>26</td>\n   <td>25.8</td>\n   <td>1.5</td>\n   <td>22.2</td>\n   <td>1.4</td>\n   <td>18.4</td>\n   <td>18.2</td>\n   <td>Strong in intermodal freight</td>\n  </tr>\n  <tr>\n   <td>Marriott Vacations Worldwide / VAC</td>\n   <td>147.15</td>\n   <td>7</td>\n   <td>40.9</td>\n   <td>1.6</td>\n   <td>15.7</td>\n   <td>1.4</td>\n   <td>NA</td>\n   <td>6.3</td>\n   <td>Top company in vacation timeshares</td>\n  </tr>\n  <tr>\n   <td>SiteOne Landscape Supply / SITE</td>\n   <td>197.10</td>\n   <td>24</td>\n   <td>45.7</td>\n   <td>2.6</td>\n   <td>43.5</td>\n   <td>2.5</td>\n   <td>19.3</td>\n   <td>8.8</td>\n   <td>Big supplier of landscaping supplies</td>\n  </tr>\n  <tr>\n   <td>Staar Surgical / STAA</td>\n   <td>138.19</td>\n   <td>74</td>\n   <td>192.3</td>\n   <td>28.6</td>\n   <td>140.8</td>\n   <td>22.5</td>\n   <td>30.0</td>\n   <td>6.6</td>\n   <td>Maker of implantable lens for myopia</td>\n  </tr>\n  <tr>\n   <td>Stitch Fix / SFIX</td>\n   <td>44.38</td>\n   <td>-24</td>\n   <td>NM</td>\n   <td>1.9</td>\n   <td>1890.3</td>\n   <td>1.7</td>\n   <td>30.0</td>\n   <td>4.8</td>\n   <td>Data-driven subscription clothing firm</td>\n  </tr>\n  <tr>\n   <td>Trex / TREX</td>\n   <td>105.94</td>\n   <td>27</td>\n   <td>51.9</td>\n   <td>10.5</td>\n   <td>43.6</td>\n   <td>9.3</td>\n   <td>18.8</td>\n   <td>12.2</td>\n   <td>Top maker of synthetic wood decking</td>\n  </tr>\n  <tr>\n   <td>Upwork / UPWK</td>\n   <td>44.31</td>\n   <td>28</td>\n   <td>NM</td>\n   <td>11.4</td>\n   <td>556.8</td>\n   <td>9.2</td>\n   <td>NA</td>\n   <td>5.7</td>\n   <td>Online clearinghouse for free-lancers</td>\n  </tr>\n </tbody>\n</table>\n<p>E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p>\n<p>Source: FactSet</p>\n<p>Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p>\n<p>“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p>\n<p>Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p>\n<p>Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p>\n<p>Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p>\n<p><i>Barron’s</i>&nbsp;wrote&nbsp;favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p>\n<p>“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p>\n<p>Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p>\n<p>“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p>\n<p>J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the&nbsp;Barron’s Roundtable.</p>\n<p>J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p>\n<p>Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p>\n<p>Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p>\n<p>“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p>\n<p>The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p>\n<p>SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p>\n<p></p>\n<p>“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p>\n<p>The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p>\n<p>Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p>\n<p>“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p>\n<p>Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p>\n<p>At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p>\n<p>Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p>\n<p>“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p>\n<p>Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p>\n<p>Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p>\n<p>Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p>\n<p>T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p>\n<p>Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p>\n<p>The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p>\n<p>The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p>\n<p>“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 10 Standout Stocks Could Be the Next Amazon</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\">\nThese 10 Standout Stocks Could Be the Next Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TREX":"Trex Co Inc","AMRS":"阿米瑞斯","BAH":"博思艾伦咨询公司","STAA":"STAAR Surgical Company","SFIX":"Stitch Fix Inc.","AMED":"阿米斯医疗","UPWK":"Upwork Inc.","VAC":"万豪度假环球","JBHT":"JB Hunt运输服务","SITE":"SiteOne Landscape Supply, Inc."},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830981897,"gmtCreate":1629000637519,"gmtModify":1676529908240,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Worth monitor","listText":"Worth monitor","text":"Worth monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830981897","repostId":"2159211727","repostType":4,"repost":{"id":"2159211727","kind":"highlight","pubTimestamp":1628988031,"share":"https://ttm.financial/m/news/2159211727?lang=&edition=fundamental","pubTime":"2021-08-15 08:40","market":"us","language":"en","title":"2 Robinhood Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=2159211727","media":"Motley Fool","summary":"These popular stocks could deliver big wins for your portfolio if you hold them for the long term.","content":"<p><b>Robinhood Markets</b> (NASDAQ:HOOD) has made buying stocks easy and accessible for millions of new investors. Users of the company's commission-free trading platform have earned a reputation for engaging in short-term trading, risky options plays, and volatile meme stock candidates including <b>AMC Entertainment Holdings</b> and <b>GameStop</b>, but they are also heavily invested in some more traditional, blue-chip names.</p>\n<p>Retail investors have emerged as a powerful force in today's stock market, and some companies favored by Robinhood investors will likely go on to deliver fantastic performance. With that in mind, read on for a look at two popular stocks on the platform that could make you richer in August and beyond.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e077c67492fd018ea6e07625352ded57\" tg-width=\"700\" tg-height=\"388\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images</span></p>\n<h2>1. Amazon</h2>\n<p>Shares of <b>Amazon</b> (NASDAQ:AMZN) have lost some ground after the company's second-quarter results arrived with revenue that fell short of the market's expectations and guidance for weaker-than-expected growth. While the company's sales performance and near-term guidance fell short of analyst estimates, long-term investors shouldn't be too concerned with these relatively small misses.</p>\n<p>The company's profit in the second quarter came in well ahead of the market's expectations, and the recent pullback in the stock presents an opportunity to build a position in <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world's best-run and most-influential companies.</p>\n<p>Amazon ranked as the ninth most-held stock among Robinhood investors at the beginning of August, and it's not hard to see why. The tech giant has built incredible category-leading businesses across multiple industries, and it's also able to leverage strengths between sectors to create synergies that make the overall company stronger.</p>\n<p>For example, Amazon's market-leading e-commerce business has helped it expand into the subscription-services market, and its subscription services also help keep users engaged in its online retail ecosystem. The company's dominant position in e-commerce also means that its platform is one of the most valuable online advertising hubs, and the company is rapidly building a powerful digital advertising business that should help power growth through the next decade and beyond.</p>\n<p>The company's Echo hardware and Alexa voice-based operating system also feed into the company's online retail and digital advertising operations. Amazon Web Services stands as a market leader in the cloud infrastructure space, and it provides a variety of computing and data analytics tools to other company projects in addition to serving up strong margins and sales growth in its own right.</p>\n<p>Amazon has been an innovative and forward-thinking company, and it's likely that it will continue to successfully expand into new categories that also strengthen its existing businesses. Few companies look better positioned for long-term success.</p>\n<h2>2. Palantir Technologies</h2>\n<p>More so than ever before, gathering and analyzing data is central to success for public and private institutions. <b>Palantir Technologies</b> (NYSE:PLTR) specializes in big data analytics and is emerging as an early favorite for large public and private organizations. And its stock stands out as a top candidate for risk-tolerant investors looking to benefit from new evolutions in the Information Age.</p>\n<p>The next decade will see an explosion of new connected devices and communications services. The Internet of Things will bring a wide range of new tech hardware online, and sensor technology will expand the range of objects that generate data. Virtual machines communicating with one another online will further power the ongoing data boom, and this surge of new information will create a flood of valuable new information to sort through and analyze.</p>\n<p>Palantir's Foundry software platform helps manage data and predict outcomes with data analytics and artificial intelligence. Thus far, the company has demonstrated an impressive ability to deliver solutions that are ahead of the curve, and it's continued to provide users with consistent updates and upgrades that have boosted the value of its software. These initiatives are helping the company bring new customers on board and get existing customers to increase their spending through the platform.</p>\n<p>Palantir is already finding success with its land-and-expand business model, but it's important to keep in mind just how much room for expansion is still there. While data analytics has already played a big role in shaping the direction of the 21st century, this is still a young science and industry, and it will likely only become increasingly influential. Whether its governance on the national, state, or local level or mapping out crucial next moves for a small or large business, data analytics will play a big role in separating the winners from the losers in both the public and private sectors.</p>\n<p>The company ranks as the 23rd most-held stock among Robinhood users, but it stands out for other reasons too. Palantir is a disruptive first mover operating in an industry that has a huge runway for growth over the long term. I think that investors who take a buy-and-hold approach could go on to see very strong returns from the stock.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Robinhood Stocks to Buy in August</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\">\n2 Robinhood Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/14/2-robinhood-stocks-to-buy-in-august/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Robinhood Markets (NASDAQ:HOOD) has made buying stocks easy and accessible for millions of new investors. Users of the company's commission-free trading platform have earned a reputation for engaging ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/14/2-robinhood-stocks-to-buy-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/08/14/2-robinhood-stocks-to-buy-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159211727","content_text":"Robinhood Markets (NASDAQ:HOOD) has made buying stocks easy and accessible for millions of new investors. Users of the company's commission-free trading platform have earned a reputation for engaging in short-term trading, risky options plays, and volatile meme stock candidates including AMC Entertainment Holdings and GameStop, but they are also heavily invested in some more traditional, blue-chip names.\nRetail investors have emerged as a powerful force in today's stock market, and some companies favored by Robinhood investors will likely go on to deliver fantastic performance. With that in mind, read on for a look at two popular stocks on the platform that could make you richer in August and beyond.\nImage source: Getty Images\n1. Amazon\nShares of Amazon (NASDAQ:AMZN) have lost some ground after the company's second-quarter results arrived with revenue that fell short of the market's expectations and guidance for weaker-than-expected growth. While the company's sales performance and near-term guidance fell short of analyst estimates, long-term investors shouldn't be too concerned with these relatively small misses.\nThe company's profit in the second quarter came in well ahead of the market's expectations, and the recent pullback in the stock presents an opportunity to build a position in one of the world's best-run and most-influential companies.\nAmazon ranked as the ninth most-held stock among Robinhood investors at the beginning of August, and it's not hard to see why. The tech giant has built incredible category-leading businesses across multiple industries, and it's also able to leverage strengths between sectors to create synergies that make the overall company stronger.\nFor example, Amazon's market-leading e-commerce business has helped it expand into the subscription-services market, and its subscription services also help keep users engaged in its online retail ecosystem. The company's dominant position in e-commerce also means that its platform is one of the most valuable online advertising hubs, and the company is rapidly building a powerful digital advertising business that should help power growth through the next decade and beyond.\nThe company's Echo hardware and Alexa voice-based operating system also feed into the company's online retail and digital advertising operations. Amazon Web Services stands as a market leader in the cloud infrastructure space, and it provides a variety of computing and data analytics tools to other company projects in addition to serving up strong margins and sales growth in its own right.\nAmazon has been an innovative and forward-thinking company, and it's likely that it will continue to successfully expand into new categories that also strengthen its existing businesses. Few companies look better positioned for long-term success.\n2. Palantir Technologies\nMore so than ever before, gathering and analyzing data is central to success for public and private institutions. Palantir Technologies (NYSE:PLTR) specializes in big data analytics and is emerging as an early favorite for large public and private organizations. And its stock stands out as a top candidate for risk-tolerant investors looking to benefit from new evolutions in the Information Age.\nThe next decade will see an explosion of new connected devices and communications services. The Internet of Things will bring a wide range of new tech hardware online, and sensor technology will expand the range of objects that generate data. Virtual machines communicating with one another online will further power the ongoing data boom, and this surge of new information will create a flood of valuable new information to sort through and analyze.\nPalantir's Foundry software platform helps manage data and predict outcomes with data analytics and artificial intelligence. Thus far, the company has demonstrated an impressive ability to deliver solutions that are ahead of the curve, and it's continued to provide users with consistent updates and upgrades that have boosted the value of its software. These initiatives are helping the company bring new customers on board and get existing customers to increase their spending through the platform.\nPalantir is already finding success with its land-and-expand business model, but it's important to keep in mind just how much room for expansion is still there. While data analytics has already played a big role in shaping the direction of the 21st century, this is still a young science and industry, and it will likely only become increasingly influential. Whether its governance on the national, state, or local level or mapping out crucial next moves for a small or large business, data analytics will play a big role in separating the winners from the losers in both the public and private sectors.\nThe company ranks as the 23rd most-held stock among Robinhood users, but it stands out for other reasons too. Palantir is a disruptive first mover operating in an industry that has a huge runway for growth over the long term. I think that investors who take a buy-and-hold approach could go on to see very strong returns from the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830981057,"gmtCreate":1629000595179,"gmtModify":1676529908249,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Nio nio all the way","listText":"Nio nio all the way","text":"Nio nio all the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830981057","repostId":"2159214569","repostType":4,"repost":{"id":"2159214569","kind":"highlight","pubTimestamp":1628989290,"share":"https://ttm.financial/m/news/2159214569?lang=&edition=fundamental","pubTime":"2021-08-15 09:01","market":"us","language":"en","title":"How to value Nio's stock compared to Tesla, VW, Ford and other rivals","url":"https://stock-news.laohu8.com/highlight/detail?id=2159214569","media":"MarkeWatch","summary":"Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.That might make sense to you as an investor -- after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford's have almost doubled after cratering in the previous decade.So where does Nio $$","content":"<p>Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/459f713c5dfcf08752165d643a5f1463\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>A Nio store in downtown Shanghai. (Getty Images)</span></p>\n<p>Chinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a market capitalization of $60.2 billion. By that measure, it is larger than Ford Motor Co., which was founded in 1903.</p>\n<p>That might make sense to you as an investor -- after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford's have almost doubled after cratering in the previous decade.</p>\n<p>So where does Nio <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, which reported second-quarter results after the stock market closes Wednesday, fit in an investment thesis? Below are screens showing how its stock valuation compares to vehicle production, and how that valuation relates to projected earnings through 2025.</p>\n<p><b>Doubling car production</b></p>\n<p>For the second quarter, Nio delivered 21,896 vehicles for a 112% increase from a year earlier. The growth is impressive, but the total number of vehicles sold is still relatively small.</p>\n<p>Here's a look at the 10 largest auto makers by market capitalization, along with their second-quarter sales or delivery numbers (whichever was higher, if both were reported) and additional color below the table:</p>\n<img src=\"https://static.tigerbbs.com/d9e9aed76c94544dbe44cde9f7c8bebc\" tg-width=\"931\" tg-height=\"761\" width=\"100%\" height=\"auto\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>You can see that those valuations are about the future, when innovators in the EV space -- Tesla Inc.&nbsp;and Nio, on this list -- may (or may not) become as large as legacy players.</p>\n<p>For now, Ford churns out mostly internal combustion engine&nbsp;vehicles at nearly 35 times the rate that Nio makes EVs.</p>\n<p>One thing to be aware of is that the legacy auto makers don't all report their unit sales the same way. Most don't break out electric vehicle sales.</p>\n<p>Among those that do, definitions vary. For example, Toyota Motor Corp. (7203.TO) reported that \"electrified vehicle\" sales made up 26.6% of total auto sales during the second quarter. But that category includes:</p>\n<p>For Toyota, BEV made up only 0.2% of second-quarter sales, while they accounted for 100% of sales for Nio and Tesla. Toyota's PHEV sales made up 1.4% of the total.</p>\n<p>Volkswagen AG reports electric-vehicle sales as including PHEV, which accounted for 6.7% of second-quarter sales, or BEV, which made up 4.4% of total sales. Those are impressive numbers: a combined 11.1%.</p>\n<p>For Bayerische Motoren Werke Aktiengesellschaft , better known as BWM Group, a second-quarter breakdown of electric-vehicle deliveries isn't yet available, but for the first half of 2021, 153,243 all-electric or plug-in hybrid vehicles were delivered, or 11.4% of total deliveries.</p>\n<p><b>Valuation to earnings estimates</b></p>\n<p>For companies at early stages, comparisons of price-to-earnings ratios may not mean very much. Such companies are focusing on growth rather than profits. An example of this has been Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, which has traded at a high P/E for decades as it has worked to expand into new lines of business, at the expense of the bottom line.</p>\n<p>A high P/E ratio can reflect investors' enthusiasm for innovation and in the case of EVs, a political consensus for transforming the industry. So Nio and Tesla trade at much higher P/E ratios than the legacy auto makers.</p>\n<p>Then again, very low P/E may show too much contempt among investors for the older manufacturers, as they use their cash flow from continuing massive sales of traditional vehicles to fund their development of EVs. Opportunities may be highlighted.</p>\n<p>Normally a forward P/E ratio is calculated by dividing the share price by a rolling consensus estimate of earnings per share for 12 months. This isn't available for all the companies listed here, so we're using consensus estimates for net income for calendar 2022.</p>\n<p>First, here are P/E ratios based on current market caps and consensus 2022 estimates among analysts polled by FactSet. The table includes the annual estimates going out to 2025, and also a P/E based on current market caps and the 2025 estimates:</p>\n<img src=\"https://static.tigerbbs.com/459439c822252d09b3dfb73cc5d51211\" tg-width=\"1058\" tg-height=\"743\" width=\"100%\" height=\"auto\">\n<p>Nio is expected to become profitable in 2023. Looking out to 2024, its forward P/E is lower than that of Tesla. To put the forward P/E valuations in perspective, the S&amp;P 500 Index trades for a weighted 20.5 times consensus 2022 EPS estimates.</p>\n<p><b>Valuation to sales</b></p>\n<table>\n <tbody>\n  <tr></tr>\n  <tr></tr>\n </tbody>\n</table>\n<p>Forward price-to-sales estimates might be more useful for early-stage companies that are showing low profits or net losses. Then again, the same distortions apply: Investors love the pure-play EV makers now, and may be paying too much for them when you consider that shares of Nio have more than tripled over the past year, while Tesla's stock has risen 150%.</p>\n<p>Here's a similar set of data driving price-to-sale ratios, again using current market caps (in the first table at the top of this article) and consensus full-calendar-year estimates in millions of U.S. dollars:</p>\n<img src=\"https://static.tigerbbs.com/c8c0b7d002e07914e42fcdf0e624b25c\" tg-width=\"1051\" tg-height=\"668\" width=\"100%\" height=\"auto\">\n<p>For reference, the S&amp;P 500 trades for 2.7 times its consensus 2022 sales estimate.</p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Analysts' opinions</b></p>\n<p>Here's a summary of opinion of the 10 auto makers among analysts polled by FactSet. For companies with primary listings outside the U.S., the local tickers are used. All share prices and targets are in local currencies:</p>\n<img src=\"https://static.tigerbbs.com/32f38063eabf2e93f73561a0454a44ac\" tg-width=\"1059\" tg-height=\"639\" width=\"100%\" height=\"auto\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How to value Nio's stock compared to Tesla, VW, Ford and other rivals</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\">\nHow to value Nio's stock compared to Tesla, VW, Ford and other rivals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=mw_quote_news><strong>MarkeWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.\nA Nio store in downtown Shanghai. (Getty Images)\nChinese electric-vehicle maker Nio ...</p>\n\n<a href=\"https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=mw_quote_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GM":"通用汽车","STLA":"Stellantis NV","F":"福特汽车","HMC":"本田汽车","NIO":"蔚来"},"source_url":"https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159214569","content_text":"Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker's prospects.\nA Nio store in downtown Shanghai. (Getty Images)\nChinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a market capitalization of $60.2 billion. By that measure, it is larger than Ford Motor Co., which was founded in 1903.\nThat might make sense to you as an investor -- after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford's have almost doubled after cratering in the previous decade.\nSo where does Nio $(NIO)$, which reported second-quarter results after the stock market closes Wednesday, fit in an investment thesis? Below are screens showing how its stock valuation compares to vehicle production, and how that valuation relates to projected earnings through 2025.\nDoubling car production\nFor the second quarter, Nio delivered 21,896 vehicles for a 112% increase from a year earlier. The growth is impressive, but the total number of vehicles sold is still relatively small.\nHere's a look at the 10 largest auto makers by market capitalization, along with their second-quarter sales or delivery numbers (whichever was higher, if both were reported) and additional color below the table:\n\n\n\n\n\n\nYou can see that those valuations are about the future, when innovators in the EV space -- Tesla Inc. and Nio, on this list -- may (or may not) become as large as legacy players.\nFor now, Ford churns out mostly internal combustion engine vehicles at nearly 35 times the rate that Nio makes EVs.\nOne thing to be aware of is that the legacy auto makers don't all report their unit sales the same way. Most don't break out electric vehicle sales.\nAmong those that do, definitions vary. For example, Toyota Motor Corp. (7203.TO) reported that \"electrified vehicle\" sales made up 26.6% of total auto sales during the second quarter. But that category includes:\nFor Toyota, BEV made up only 0.2% of second-quarter sales, while they accounted for 100% of sales for Nio and Tesla. Toyota's PHEV sales made up 1.4% of the total.\nVolkswagen AG reports electric-vehicle sales as including PHEV, which accounted for 6.7% of second-quarter sales, or BEV, which made up 4.4% of total sales. Those are impressive numbers: a combined 11.1%.\nFor Bayerische Motoren Werke Aktiengesellschaft , better known as BWM Group, a second-quarter breakdown of electric-vehicle deliveries isn't yet available, but for the first half of 2021, 153,243 all-electric or plug-in hybrid vehicles were delivered, or 11.4% of total deliveries.\nValuation to earnings estimates\nFor companies at early stages, comparisons of price-to-earnings ratios may not mean very much. Such companies are focusing on growth rather than profits. An example of this has been Amazon.com Inc. $(AMZN)$, which has traded at a high P/E for decades as it has worked to expand into new lines of business, at the expense of the bottom line.\nA high P/E ratio can reflect investors' enthusiasm for innovation and in the case of EVs, a political consensus for transforming the industry. So Nio and Tesla trade at much higher P/E ratios than the legacy auto makers.\nThen again, very low P/E may show too much contempt among investors for the older manufacturers, as they use their cash flow from continuing massive sales of traditional vehicles to fund their development of EVs. Opportunities may be highlighted.\nNormally a forward P/E ratio is calculated by dividing the share price by a rolling consensus estimate of earnings per share for 12 months. This isn't available for all the companies listed here, so we're using consensus estimates for net income for calendar 2022.\nFirst, here are P/E ratios based on current market caps and consensus 2022 estimates among analysts polled by FactSet. The table includes the annual estimates going out to 2025, and also a P/E based on current market caps and the 2025 estimates:\n\nNio is expected to become profitable in 2023. Looking out to 2024, its forward P/E is lower than that of Tesla. To put the forward P/E valuations in perspective, the S&P 500 Index trades for a weighted 20.5 times consensus 2022 EPS estimates.\nValuation to sales\n\n\n\n\n\n\nForward price-to-sales estimates might be more useful for early-stage companies that are showing low profits or net losses. Then again, the same distortions apply: Investors love the pure-play EV makers now, and may be paying too much for them when you consider that shares of Nio have more than tripled over the past year, while Tesla's stock has risen 150%.\nHere's a similar set of data driving price-to-sale ratios, again using current market caps (in the first table at the top of this article) and consensus full-calendar-year estimates in millions of U.S. dollars:\n\nFor reference, the S&P 500 trades for 2.7 times its consensus 2022 sales estimate.\n\n\n\n\n\nAnalysts' opinions\nHere's a summary of opinion of the 10 auto makers among analysts polled by FactSet. For companies with primary listings outside the U.S., the local tickers are used. All share prices and targets are in local currencies:","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895657461,"gmtCreate":1628742163053,"gmtModify":1676529839158,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/895657461","repostId":"1158059019","repostType":4,"repost":{"id":"1158059019","kind":"news","pubTimestamp":1628723143,"share":"https://ttm.financial/m/news/1158059019?lang=&edition=fundamental","pubTime":"2021-08-12 07:05","market":"us","language":"en","title":"Nio released earnings Wednesday. Here’s how to value its stock compared to Tesla, Ford and other rivals","url":"https://stock-news.laohu8.com/highlight/detail?id=1158059019","media":"Market Wacth","summary":"Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle mak","content":"<p>Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker’s prospects.</p>\n<p>Chinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a market capitalization of $60.2 billion. By that measure, it is larger than <a href=\"https://laohu8.com/S/F\">Ford</a> Motor Co., which was founded in 1903.</p>\n<p>That might make sense to you as an investor — after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford’s have almost doubled after cratering in the previous decade.</p>\n<p>So where does NioNIO,-0.57%,which reported second-quarter results after the stock market closes Wednesday, fit in an investment thesis? Below are screens showing how its stock valuation compares to vehicle production, and how that valuation relates to projected earnings through 2025.</p>\n<p>Doubling car production</p>\n<p>For the second quarter, Nio delivered 21,896 vehicles for a 112% increase from a year earlier. The growth is impressive, but the total number of vehicles sold is still relatively small.</p>\n<p>Here’s a look at the 10 largest auto makers by market capitalization, along with their second-quarter sales or delivery numbers (whichever was higher, if both were reported) and additional color below the table:<img src=\"https://static.tigerbbs.com/aab892102ecbb4cc4eda647df8269bb9\" tg-width=\"791\" tg-height=\"468\" referrerpolicy=\"no-referrer\">Click on the tickers for more about each company.</p>\n<p>You can see that those valuations are about the future, when innovators in the EV space — Tesla Inc.TSLA,-0.31%and Nio, on this list — may (or may not) become as large as legacy players.</p>\n<p>For now, FordF,+0.80%churns out mostly internal combustion engine (ICE) vehicles at nearly 35 times the rate that Nio makes EVs.</p>\n<p>One thing to be aware of is that the legacy auto makers don’t all report their unit sales the same way. Most don’t break out electric vehicle sales.</p>\n<p>Among those that do, definitions vary. For example, Toyota Motor Corp.TM,+0.82%7203,+0.98%reported that “electrified vehicle” sales made up 26.6% of total auto sales during the second quarter. But that category includes:</p>\n<ul>\n <li>HEV – hybrid EVs that are not plug-ins.</li>\n <li>PHEV – plug-in electric vehicles.</li>\n <li>BEV – battery electric vehicles.</li>\n <li>FCEV – fuel-cell electric vehicles.</li>\n</ul>\n<p>For Toyota, BEV made up only 0.2% of second-quarter sales, while they accounted for 100% of sales for Nio and Tesla. Toyota’s PHEV sales made up 1.4% of the total.</p>\n<p>Volkswagen AGVWAGY,+1.52%VOW,+0.60%reports electric-vehicle sales as including PHEV, which accounted for 6.7% of second-quarter sales, or BEV, which made up 4.4% of total sales. Those are impressive numbers: a combined 11.1%.</p>\n<p>For Bayerische Motoren Werke AktiengesellschaftBMWYY,+0.56%BMW,+0.54%,better known as BWM Group, a second-quarter breakdown of electric-vehicle deliveries isn’t yet available, but for the first half of 2021, 153,243 all-electric or plug-in hybrid vehicles were delivered, or 11.4% of total deliveries.</p>\n<p>Valuation to earnings estimates</p>\n<p>For companies at early stages, comparisons of price-to-earnings ratios may not mean very much. Such companies are focusing on growth rather than profits. An example of this has been <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> Inc.AMZN,-0.86%,which has traded at a high P/E for decades as it has worked to expand into new lines of business, at the expense of the bottom line.</p>\n<p>A high P/E ratio can reflect investors’ enthusiasm for innovation and in the case of EVs, a political consensus for transforming the industry. So Nio and Tesla trade at much higher P/E ratios than the legacy auto makers.</p>\n<p>Then again, very low P/E may show too much contempt among investors for the older manufacturers, as they use their cash flow from continuing massive sales of traditional vehicles to fund their development of EVs. Opportunities may be highlighted.</p>\n<p>Normally a forward P/E ratio is calculated by dividing the share price by a rolling consensus estimate of earnings per share for 12 months. This isn’t available for all the companies listed here, so we’re using consensus estimates for net income for calendar 2022.</p>\n<p><a href=\"https://laohu8.com/S/FBNC\">First</a>, here are P/E ratios based on current market caps and consensus 2022 estimates among analysts polled by FactSet. The table includes the annual estimates going out to 2025, and also a P/E based on current market caps and the 2025 estimates:<img src=\"https://static.tigerbbs.com/40736da9fceac6db6166c509e26745b4\" tg-width=\"786\" tg-height=\"541\" referrerpolicy=\"no-referrer\">Nio is expected to become profitable in 2023. Looking out to 2024, its forward P/E is lower than that of Tesla. To put the forward P/E valuations in perspective, the S&amp;P 500 IndexSPX,+0.25%trades for a weighted 20.5 times consensus 2022 EPS estimates.</p>\n<p>Valuation to sales</p>\n<p><a href=\"https://laohu8.com/S/FORD\">Forward</a> price-to-sales estimates might be more useful for early-stage companies that are showing low profits or net losses. Then again, the same distortions apply: <a href=\"https://laohu8.com/S/ISBC\">Investors</a> love the pure-play EV makers now, and may be paying too much for them when you consider that shares of Nio have more than tripled over the past year, while Tesla’s stock has risen 150%.</p>\n<p>Here’s a similar set of data driving price-to-sale ratios, again using current market caps (in the first table at the top of this article) and consensus full-calendar-year estimates in millions of U.S. dollars:<img src=\"https://static.tigerbbs.com/c8a9291d237f12d658a1f5194ee8b9ef\" tg-width=\"783\" tg-height=\"446\" referrerpolicy=\"no-referrer\">For reference, the S&amp;P 500 trades for 2.7 times its consensus 2022 sales estimate.</p>\n<p>Analysts’ opinions</p>\n<p>Here’s a summary of opinion of the 10 auto makers among analysts polled by FactSet. For companies with primary listings outside the U.S., the local tickers are used. All share prices and targets are in local currencies:<img src=\"https://static.tigerbbs.com/f738c7bce6230dbfd6e1f87a8fc98186\" tg-width=\"785\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1604288433698","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>Nio released earnings Wednesday. Here’s how to value its stock compared to Tesla, Ford and other rivals</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\">\nNio released earnings Wednesday. Here’s how to value its stock compared to Tesla, Ford and other rivals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 07:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=home-page><strong>Market Wacth</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker’s prospects.\nChinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a ...</p>\n\n<a href=\"https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://www.marketwatch.com/story/nio-releases-earnings-wednesday-heres-how-to-value-its-stock-compared-to-tesla-ford-and-other-rivals-11628716814?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158059019","content_text":"Nio may be a relatively small company. But investors are bullish on the Chinese electric-vehicle maker’s prospects.\nChinese electric-vehicle maker Nio Inc., which sells no cars in the U.S., has a market capitalization of $60.2 billion. By that measure, it is larger than Ford Motor Co., which was founded in 1903.\nThat might make sense to you as an investor — after all, Nio is an innovative company that sells only electric vehicles. Ford is a legacy auto maker that is working to catch up and eventually make a full transition to electric vehicles. Shares of Nio have more than tripled in the past year, while Ford’s have almost doubled after cratering in the previous decade.\nSo where does NioNIO,-0.57%,which reported second-quarter results after the stock market closes Wednesday, fit in an investment thesis? Below are screens showing how its stock valuation compares to vehicle production, and how that valuation relates to projected earnings through 2025.\nDoubling car production\nFor the second quarter, Nio delivered 21,896 vehicles for a 112% increase from a year earlier. The growth is impressive, but the total number of vehicles sold is still relatively small.\nHere’s a look at the 10 largest auto makers by market capitalization, along with their second-quarter sales or delivery numbers (whichever was higher, if both were reported) and additional color below the table:Click on the tickers for more about each company.\nYou can see that those valuations are about the future, when innovators in the EV space — Tesla Inc.TSLA,-0.31%and Nio, on this list — may (or may not) become as large as legacy players.\nFor now, FordF,+0.80%churns out mostly internal combustion engine (ICE) vehicles at nearly 35 times the rate that Nio makes EVs.\nOne thing to be aware of is that the legacy auto makers don’t all report their unit sales the same way. Most don’t break out electric vehicle sales.\nAmong those that do, definitions vary. For example, Toyota Motor Corp.TM,+0.82%7203,+0.98%reported that “electrified vehicle” sales made up 26.6% of total auto sales during the second quarter. But that category includes:\n\nHEV – hybrid EVs that are not plug-ins.\nPHEV – plug-in electric vehicles.\nBEV – battery electric vehicles.\nFCEV – fuel-cell electric vehicles.\n\nFor Toyota, BEV made up only 0.2% of second-quarter sales, while they accounted for 100% of sales for Nio and Tesla. Toyota’s PHEV sales made up 1.4% of the total.\nVolkswagen AGVWAGY,+1.52%VOW,+0.60%reports electric-vehicle sales as including PHEV, which accounted for 6.7% of second-quarter sales, or BEV, which made up 4.4% of total sales. Those are impressive numbers: a combined 11.1%.\nFor Bayerische Motoren Werke AktiengesellschaftBMWYY,+0.56%BMW,+0.54%,better known as BWM Group, a second-quarter breakdown of electric-vehicle deliveries isn’t yet available, but for the first half of 2021, 153,243 all-electric or plug-in hybrid vehicles were delivered, or 11.4% of total deliveries.\nValuation to earnings estimates\nFor companies at early stages, comparisons of price-to-earnings ratios may not mean very much. Such companies are focusing on growth rather than profits. An example of this has been Amazon.com Inc.AMZN,-0.86%,which has traded at a high P/E for decades as it has worked to expand into new lines of business, at the expense of the bottom line.\nA high P/E ratio can reflect investors’ enthusiasm for innovation and in the case of EVs, a political consensus for transforming the industry. So Nio and Tesla trade at much higher P/E ratios than the legacy auto makers.\nThen again, very low P/E may show too much contempt among investors for the older manufacturers, as they use their cash flow from continuing massive sales of traditional vehicles to fund their development of EVs. Opportunities may be highlighted.\nNormally a forward P/E ratio is calculated by dividing the share price by a rolling consensus estimate of earnings per share for 12 months. This isn’t available for all the companies listed here, so we’re using consensus estimates for net income for calendar 2022.\nFirst, here are P/E ratios based on current market caps and consensus 2022 estimates among analysts polled by FactSet. The table includes the annual estimates going out to 2025, and also a P/E based on current market caps and the 2025 estimates:Nio is expected to become profitable in 2023. Looking out to 2024, its forward P/E is lower than that of Tesla. To put the forward P/E valuations in perspective, the S&P 500 IndexSPX,+0.25%trades for a weighted 20.5 times consensus 2022 EPS estimates.\nValuation to sales\nForward price-to-sales estimates might be more useful for early-stage companies that are showing low profits or net losses. Then again, the same distortions apply: Investors love the pure-play EV makers now, and may be paying too much for them when you consider that shares of Nio have more than tripled over the past year, while Tesla’s stock has risen 150%.\nHere’s a similar set of data driving price-to-sale ratios, again using current market caps (in the first table at the top of this article) and consensus full-calendar-year estimates in millions of U.S. dollars:For reference, the S&P 500 trades for 2.7 times its consensus 2022 sales estimate.\nAnalysts’ opinions\nHere’s a summary of opinion of the 10 auto makers among analysts polled by FactSet. For companies with primary listings outside the U.S., the local tickers are used. All share prices and targets are in local currencies:","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895340962,"gmtCreate":1628726194556,"gmtModify":1676529831274,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/895340962","repostId":"1106699544","repostType":4,"repost":{"id":"1106699544","kind":"news","pubTimestamp":1628723648,"share":"https://ttm.financial/m/news/1106699544?lang=&edition=fundamental","pubTime":"2021-08-12 07:14","market":"us","language":"en","title":"Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises","url":"https://stock-news.laohu8.com/highlight/detail?id=1106699544","media":"The Street","summary":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.Nio  -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.Rev","content":"<blockquote>\n Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n</blockquote>\n<p>Nio&nbsp;(<b>NIO</b>) -Get Report&nbsp;posted better-than-expected second-quarter earnings Wednesday as&nbsp;the Chinese electric vehicle company reported a jump in revenue and raised its guidance.</p>\n<p>Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.<img src=\"https://static.tigerbbs.com/a746dc007dc46d29bf188a45bbc86aec\" tg-width=\"708\" tg-height=\"524\" referrerpolicy=\"no-referrer\">Nio reported a net loss of&nbsp;7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.</p>\n<p>Revenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.<img src=\"https://static.tigerbbs.com/63e109b5f649ae97d7a9d377b88b71e9\" tg-width=\"1797\" tg-height=\"471\" referrerpolicy=\"no-referrer\">Vehicle sales came to $1.23 billion, up 127% from a year ago.</p>\n<p>The company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.</p>\n<p>Niodelivered 7,931 vehicles in July, up 124.5% year-over-year,&nbsp;but down 1.9% from 8,083 in June.<img src=\"https://static.tigerbbs.com/8bf75d58d683b265aadac1f3bad5be7c\" tg-width=\"1690\" tg-height=\"245\" referrerpolicy=\"no-referrer\">For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.</p>\n<p>Revenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago.&nbsp;FactSet is calling for revenue of $1.32 billion.</p>\n<p>William Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved&nbsp;a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:</p>\n<p>\"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"</p>\n<p>Steven Wei Feng, Nio's chief financial officer, said&nbsp;vehicle margin and gross margin reached 20.3% and 18.6% respectively.</p>\n<p>The increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.</p>\n<p>Last month, Nio&nbsp;saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.</p>","source":"lsy1610613172068","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>Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises</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\">\nNio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n\nNio (NIO) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle ...</p>\n\n<a href=\"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106699544","content_text":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n\nNio (NIO) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.\nShares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.\nRevenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.Vehicle sales came to $1.23 billion, up 127% from a year ago.\nThe company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.\nNiodelivered 7,931 vehicles in July, up 124.5% year-over-year, but down 1.9% from 8,083 in June.For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.\nRevenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago. FactSet is calling for revenue of $1.32 billion.\nWilliam Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:\n\"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"\nSteven Wei Feng, Nio's chief financial officer, said vehicle margin and gross margin reached 20.3% and 18.6% respectively.\nThe increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.\nLast month, Nio saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":884438693,"gmtCreate":1631925221112,"gmtModify":1676530669793,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/884438693","repostId":"2168552491","repostType":4,"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830988035,"gmtCreate":1629000675827,"gmtModify":1676529908249,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/830988035","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://ttm.financial/m/news/1127633167?lang=&edition=fundamental","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p>\n<p>The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock&nbsp;that returns 10 times what you paid for it.</p>\n<p>Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified&nbsp;in a&nbsp;<i>Barron’s</i>&nbsp;cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p>\n<p>Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p>\n<p>Many investors are happy to stick with large, well-known compounders, such as&nbsp;Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and&nbsp;Eli Lilly(LLY).</p>\n<p><i>Barron’s</i>&nbsp;sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p>\n<p>Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p>\n<table>\n <thead>\n  <tr>\n   <th>Company / Ticker</th>\n   <th>Recent Price</th>\n   <th>YTD Change</th>\n   <th>2021E P/E</th>\n   <th>2021E Price/Sales</th>\n   <th>2022E P/E</th>\n   <th>2022E Price/Sales</th>\n   <th>LT Growth Rate*</th>\n   <th>Market Value (bil)</th>\n   <th>Comment</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>Amedysis / AMED</td>\n   <td>$185.15</td>\n   <td>-37%</td>\n   <td>30.2</td>\n   <td>2.7</td>\n   <td>27.7</td>\n   <td>2.4</td>\n   <td>10.5%</td>\n   <td>$6.3</td>\n   <td>Leader in home health care</td>\n  </tr>\n  <tr>\n   <td>Amyris / AMRS</td>\n   <td>13.64</td>\n   <td>121</td>\n   <td>NM</td>\n   <td>10.4</td>\n   <td>NM</td>\n   <td>9.7</td>\n   <td>NA</td>\n   <td>4.1</td>\n   <td>Leading company in synthetic biology</td>\n  </tr>\n  <tr>\n   <td>Booz Allen Hamilton Holding / BAH</td>\n   <td>81.73</td>\n   <td>-6</td>\n   <td>19.4</td>\n   <td>1.3</td>\n   <td>17.7</td>\n   <td>1.2</td>\n   <td>8.6</td>\n   <td>11.0</td>\n   <td>Defense-department consultant</td>\n  </tr>\n  <tr>\n   <td>J.B. Hunt Transport Services / JBHT</td>\n   <td>172.76</td>\n   <td>26</td>\n   <td>25.8</td>\n   <td>1.5</td>\n   <td>22.2</td>\n   <td>1.4</td>\n   <td>18.4</td>\n   <td>18.2</td>\n   <td>Strong in intermodal freight</td>\n  </tr>\n  <tr>\n   <td>Marriott Vacations Worldwide / VAC</td>\n   <td>147.15</td>\n   <td>7</td>\n   <td>40.9</td>\n   <td>1.6</td>\n   <td>15.7</td>\n   <td>1.4</td>\n   <td>NA</td>\n   <td>6.3</td>\n   <td>Top company in vacation timeshares</td>\n  </tr>\n  <tr>\n   <td>SiteOne Landscape Supply / SITE</td>\n   <td>197.10</td>\n   <td>24</td>\n   <td>45.7</td>\n   <td>2.6</td>\n   <td>43.5</td>\n   <td>2.5</td>\n   <td>19.3</td>\n   <td>8.8</td>\n   <td>Big supplier of landscaping supplies</td>\n  </tr>\n  <tr>\n   <td>Staar Surgical / STAA</td>\n   <td>138.19</td>\n   <td>74</td>\n   <td>192.3</td>\n   <td>28.6</td>\n   <td>140.8</td>\n   <td>22.5</td>\n   <td>30.0</td>\n   <td>6.6</td>\n   <td>Maker of implantable lens for myopia</td>\n  </tr>\n  <tr>\n   <td>Stitch Fix / SFIX</td>\n   <td>44.38</td>\n   <td>-24</td>\n   <td>NM</td>\n   <td>1.9</td>\n   <td>1890.3</td>\n   <td>1.7</td>\n   <td>30.0</td>\n   <td>4.8</td>\n   <td>Data-driven subscription clothing firm</td>\n  </tr>\n  <tr>\n   <td>Trex / TREX</td>\n   <td>105.94</td>\n   <td>27</td>\n   <td>51.9</td>\n   <td>10.5</td>\n   <td>43.6</td>\n   <td>9.3</td>\n   <td>18.8</td>\n   <td>12.2</td>\n   <td>Top maker of synthetic wood decking</td>\n  </tr>\n  <tr>\n   <td>Upwork / UPWK</td>\n   <td>44.31</td>\n   <td>28</td>\n   <td>NM</td>\n   <td>11.4</td>\n   <td>556.8</td>\n   <td>9.2</td>\n   <td>NA</td>\n   <td>5.7</td>\n   <td>Online clearinghouse for free-lancers</td>\n  </tr>\n </tbody>\n</table>\n<p>E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p>\n<p>Source: FactSet</p>\n<p>Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p>\n<p>“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p>\n<p>Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p>\n<p>Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p>\n<p>Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p>\n<p><i>Barron’s</i>&nbsp;wrote&nbsp;favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p>\n<p>“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p>\n<p>Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p>\n<p>“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p>\n<p>J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the&nbsp;Barron’s Roundtable.</p>\n<p>J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p>\n<p>Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p>\n<p>Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p>\n<p>“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p>\n<p>The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p>\n<p>SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p>\n<p></p>\n<p>“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p>\n<p>The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p>\n<p>Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p>\n<p>“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p>\n<p>Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p>\n<p>At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p>\n<p>Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p>\n<p>“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p>\n<p>Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p>\n<p>Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p>\n<p>Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p>\n<p>T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p>\n<p>Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p>\n<p>The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p>\n<p>The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p>\n<p>“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 10 Standout Stocks Could Be the Next Amazon</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\">\nThese 10 Standout Stocks Could Be the Next Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TREX":"Trex Co Inc","AMRS":"阿米瑞斯","BAH":"博思艾伦咨询公司","STAA":"STAAR Surgical Company","SFIX":"Stitch Fix Inc.","AMED":"阿米斯医疗","UPWK":"Upwork Inc.","VAC":"万豪度假环球","JBHT":"JB Hunt运输服务","SITE":"SiteOne Landscape Supply, Inc."},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802327205,"gmtCreate":1627721768307,"gmtModify":1703495219655,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"This is a well written advice. I agree with you. Know your stock and stay focus. If we are investing for long term. Should not be affected by the flunctuation","listText":"This is a well written advice. I agree with you. Know your stock and stay focus. If we are investing for long term. Should not be affected by the flunctuation","text":"This is a well written advice. I agree with you. Know your stock and stay focus. If we are investing for long term. Should not be affected by the flunctuation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802327205","repostId":"1127411624","repostType":4,"repost":{"id":"1127411624","kind":"news","pubTimestamp":1627715622,"share":"https://ttm.financial/m/news/1127411624?lang=&edition=fundamental","pubTime":"2021-07-31 15:13","market":"us","language":"en","title":"Here’s your to-do list before the stock market’s next dive","url":"https://stock-news.laohu8.com/highlight/detail?id=1127411624","media":"MarketWatch","summary":"After hibernating for months, the stock-market bears came out of their caves on July 19. That day, t","content":"<p>After hibernating for months, the stock-market bears came out of their caves on July 19. That day, the Dow Jones Industrial AverageDJIA,-0.42%tumbled 725 points or 2.1%. The bears hit a home run — at least for a day.</p>\n<p>As usual, everyone wanted to know why the market fell, and the analysts had prepared answers, from COVID-19’s Delta variant to the Consumer Price Index to overbought technical indicators.</p>\n<p>The truth is that nobody knows. People have multiple reasons for selling, so it’s ridiculous to blame one event. That said, a big contributor to the decline was automatic, computer-generated selling. Once large market participants, especially algos, started selling, there was a mad rush out of the door. No one wanted to be the last one out, so retail traders and institutions sold in a panic, which got more intense as the day went on.</p>\n<p>Technical indicators contributed as well: The weekly relative strength indicator (RSI) has been remarkably accurate in warning of a market reversal. Once RSI goes over 70 and stays there, buyers beware.&nbsp; After the July 26 market close, the RSI of the S&amp;P 500SPX,-0.54%stood at 71.36 on the weekly chart — an extremely overbought reading. Does this mean that the index is going to plunge tomorrow? No one knows. But RSI is giving a clue that the U.S. market is in the danger zone.</p>\n<p><b>The bad news bears can’t catch a break</b></p>\n<p>Before the bears could say, “I told you so,” the next day, July 20, the 700-plus point Dow selloff was erased by a 550-point Dow rally. The bulls forgot about the selloff and returned to celebrating, and gulping glass after glass of their favorite drink, “bull-ade.” Once again, the storm passed, but this time a little fear creeped into the bulls’ psyche. Before, the only fear was the fear of missing out on the next rally. Now, many investors realize the market can actually go down.</p>\n<p><b>What to do now</b></p>\n<p>The next time the market plunges and you’re experiencing a variety of emotions, the following guide might help:</p>\n<p><b>1. If you’re panicked</b>: Don’t do something; sit there. Do not buy, do not sell, just sit tight. In fact, turn off the computer or other devices. Don’t fret over how much paper money you lost that day. Exercise, walk, run, swim, ride a bike. Your goal is to reduce emotions so you can get a good night’s sleep. When the market stabilizes, reevaluate what you own. Do not make any big financial decisions on days like this.</p>\n<p><b>2. If you’re afraid</b>: Take it easy. The selloff will end eventually. There is no reason to panic. Again, reevaluate what you own when the market comes to its senses.</p>\n<p><b>3. If you’re unaffected:</b>Still, check your portfolio to make sure you are properly diversified. While it’s find to not care if the market falls, be sure you are hedged for a worst-case scenario. One day there will be a bear market that will last months or years. Be prepared.</p>\n<p><b>What specific actions should you take?</b></p>\n<p>Now that you’ve taken care of your emotional health, there are other financial decisions you can make. Let’s take a look atsome strategies and tacticsthat may help:</p>\n<ol>\n <li>Sell if the stocks or indexes you own fall below their 200-day moving averages. Note: The major indexes such as the Standard &amp; Poor’s 500SPX,-0.54%have not fallen below (and stayed below) their 200-day averages for a decade. When they do eventually, that is a clear sell signal.</li>\n <li>Create a long-term investment plan and follow it no matter what happens in the short term.</li>\n <li>Dollar-cost average into index funds.</li>\n <li>Diversify. This is the key to success in the stock market and in life. If you own only stocks, consider bonds, but talk to a financial professional (not your neighbor) before taking this step.</li>\n <li>Buy the big dips. This strategy still works. If you had bought the dip on July 19, you would have cleaned up on July 20. One day this strategy won’t work, but that day hasn’t come yet.</li>\n <li>Sell covered-call options. This is still an excellent way to generate extra income. This strategy is also ideal for disposing of unwanted stocks, and getting paid for it.</li>\n</ol>\n<p><b>Plan for the next correction or bear market</b></p>\n<p>After a 13-year bull market, the clock is ticking for U.S. stocks. While the bulls scored another victory this time, one day the market won’t reverse direction and will begin a steep correction, or worse yet, a bear market. That’s when you will be glad that you have a plan and an investment script to follow on the worst days.</p>\n<p>Know what you own, sell to the “sleep-well” point and diversify into a variety of financial products including cash and bonds. This way, when the market plunges again, you won’t make knee-jerk emotional decisions or suffer an anxiety attack.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here’s your to-do list before the stock market’s next dive</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere’s your to-do list before the stock market’s next dive\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 15:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/heres-your-to-do-list-before-the-stock-markets-next-dive-11627360870?mod=article_inline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After hibernating for months, the stock-market bears came out of their caves on July 19. That day, the Dow Jones Industrial AverageDJIA,-0.42%tumbled 725 points or 2.1%. The bears hit a home run — at ...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-your-to-do-list-before-the-stock-markets-next-dive-11627360870?mod=article_inline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/heres-your-to-do-list-before-the-stock-markets-next-dive-11627360870?mod=article_inline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127411624","content_text":"After hibernating for months, the stock-market bears came out of their caves on July 19. That day, the Dow Jones Industrial AverageDJIA,-0.42%tumbled 725 points or 2.1%. The bears hit a home run — at least for a day.\nAs usual, everyone wanted to know why the market fell, and the analysts had prepared answers, from COVID-19’s Delta variant to the Consumer Price Index to overbought technical indicators.\nThe truth is that nobody knows. People have multiple reasons for selling, so it’s ridiculous to blame one event. That said, a big contributor to the decline was automatic, computer-generated selling. Once large market participants, especially algos, started selling, there was a mad rush out of the door. No one wanted to be the last one out, so retail traders and institutions sold in a panic, which got more intense as the day went on.\nTechnical indicators contributed as well: The weekly relative strength indicator (RSI) has been remarkably accurate in warning of a market reversal. Once RSI goes over 70 and stays there, buyers beware.  After the July 26 market close, the RSI of the S&P 500SPX,-0.54%stood at 71.36 on the weekly chart — an extremely overbought reading. Does this mean that the index is going to plunge tomorrow? No one knows. But RSI is giving a clue that the U.S. market is in the danger zone.\nThe bad news bears can’t catch a break\nBefore the bears could say, “I told you so,” the next day, July 20, the 700-plus point Dow selloff was erased by a 550-point Dow rally. The bulls forgot about the selloff and returned to celebrating, and gulping glass after glass of their favorite drink, “bull-ade.” Once again, the storm passed, but this time a little fear creeped into the bulls’ psyche. Before, the only fear was the fear of missing out on the next rally. Now, many investors realize the market can actually go down.\nWhat to do now\nThe next time the market plunges and you’re experiencing a variety of emotions, the following guide might help:\n1. If you’re panicked: Don’t do something; sit there. Do not buy, do not sell, just sit tight. In fact, turn off the computer or other devices. Don’t fret over how much paper money you lost that day. Exercise, walk, run, swim, ride a bike. Your goal is to reduce emotions so you can get a good night’s sleep. When the market stabilizes, reevaluate what you own. Do not make any big financial decisions on days like this.\n2. If you’re afraid: Take it easy. The selloff will end eventually. There is no reason to panic. Again, reevaluate what you own when the market comes to its senses.\n3. If you’re unaffected:Still, check your portfolio to make sure you are properly diversified. While it’s find to not care if the market falls, be sure you are hedged for a worst-case scenario. One day there will be a bear market that will last months or years. Be prepared.\nWhat specific actions should you take?\nNow that you’ve taken care of your emotional health, there are other financial decisions you can make. Let’s take a look atsome strategies and tacticsthat may help:\n\nSell if the stocks or indexes you own fall below their 200-day moving averages. Note: The major indexes such as the Standard & Poor’s 500SPX,-0.54%have not fallen below (and stayed below) their 200-day averages for a decade. When they do eventually, that is a clear sell signal.\nCreate a long-term investment plan and follow it no matter what happens in the short term.\nDollar-cost average into index funds.\nDiversify. This is the key to success in the stock market and in life. If you own only stocks, consider bonds, but talk to a financial professional (not your neighbor) before taking this step.\nBuy the big dips. This strategy still works. If you had bought the dip on July 19, you would have cleaned up on July 20. One day this strategy won’t work, but that day hasn’t come yet.\nSell covered-call options. This is still an excellent way to generate extra income. This strategy is also ideal for disposing of unwanted stocks, and getting paid for it.\n\nPlan for the next correction or bear market\nAfter a 13-year bull market, the clock is ticking for U.S. stocks. While the bulls scored another victory this time, one day the market won’t reverse direction and will begin a steep correction, or worse yet, a bear market. That’s when you will be glad that you have a plan and an investment script to follow on the worst days.\nKnow what you own, sell to the “sleep-well” point and diversify into a variety of financial products including cash and bonds. This way, when the market plunges again, you won’t make knee-jerk emotional decisions or suffer an anxiety attack.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899362397,"gmtCreate":1628161443619,"gmtModify":1703502323173,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Apple and Microsoft are solid companies","listText":"Apple and Microsoft are solid companies","text":"Apple and Microsoft are solid companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/899362397","repostId":"2156810549","repostType":4,"repost":{"id":"2156810549","kind":"news","pubTimestamp":1628157730,"share":"https://ttm.financial/m/news/2156810549?lang=&edition=fundamental","pubTime":"2021-08-05 18:02","market":"us","language":"en","title":"Rock-Solid Demand to Drive U.S. Economy in 2021: 5 Top Picks","url":"https://stock-news.laohu8.com/highlight/detail?id=2156810549","media":"Zacks","summary":"Wall Street has performed impressively in the first seven months of this year after finishing an ast","content":"<p>Wall Street has performed impressively in the first seven months of this year after finishing an astonishing 2020 despite the global outbreak of coronavirus. Yet, several market participants are concerned about whether stock markets will maintain momentum in the rest of 2021.</p>\n<p>The continued spread of the highly infectious Delta string of COVID-19, mounting inflationary pressure and the high valuation of stocks — as the three major stock indexes are hovering around their all-time highs — compelled a section of economists and financial researchers to talk about market corrections.</p>\n<p>Moreover, these experts are also wondering that the U.S. economic recovery may have reached its peak. As the fiscal stimulus is gradually fading out, investors are looking for the next catalyst to drive the economy. At this stage, a close look into the U.S. economy reveals that the driver is endogenous — it is rock-solid aggregate demand.</p>\n<h3>Robust Consumer Spending</h3>\n<p>The U.S. GDP exceeded the pre-pandemic level in second-quarter 2021. A section of economists and financial experts were skeptical that the U.S. economy can reach the pre-pandemic level the earliest in fourth-quarter 2021 or first-quarter 2022. This happened predominantly due to robust consumer spending that accounts for nearly 70% of the GDP.</p>\n<p>The core personal consumption expenditure (excluding volatile food and energy items) jumped 6% in the second quarter from an upwardly revised 2.7% in the previous quarter. Moreover, personal consumption returned to the positive territory with a gain of 1% in June after declining 0.1% in May.</p>\n<p>The Institute of Supply Management reported that the U.S. manufacturing PMI decreased 59.5% in July from 60.6% in June. This happened for three consecutive months although the overall PMI expanded in the last 14 months.</p>\n<p>However, the drop in the manufacturing index is solely due to supply-side bottlenecks. The report said, \"Business Survey Committee panelists reported that their companies and suppliers continue to struggle to meet increasing demand levels.\" A similar study conducted by the IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> reported that the U.S. manufacturing PMI hit a record-high 63.4% in July, mainly due to strong demand.</p>\n<p>The personal savings of Americans are around an astonishing $2 trillion. The sky-high savings are allowing people to indulge in their demands that were pent up during lockdowns and in turn compelling businesses to expand their scale of operations.</p>\n<p>U.S. businesses across sizes are expanding their scale of operations and hiring more despite soaring wages and salaries to cater to robust demand. The National Federation of Independent Business Small Business Optimism Index rose 2.9 points in June to reach a pandemic-era high of 102.5.</p>\n<p>The Conference Board reported that the consumer confidence index increased to 129.1 in the month, marking its highest level since February 2020. Spending intentions picked up last month, with a larger percentage of consumers saying that they planned to purchase homes, automobiles, and major appliances in the coming months.</p>\n<p>Consumer expenditure is likely to remain firm as we are entering the holiday sales season. This should drive the U.S. economy and consequently, Wall Street will be benefited although occasional fluctuations will remain.</p>\n<h3>Our Top Picks</h3>\n<p>We have narrowed down our search to five corporate behemoths (market capital &gt; $100 billion) as these companies have globally established business models and worldwide acknowledged brand value. These stocks have strong growth potential for the rest of 2021 and have witnessed positive earnings estimate revisions within the last 7 days indicating the market is expecting these companies to do strong business in the rest of this year.</p>\n<p>These stocks have provided better returns than the benchmark S&amp;P 500 Index in the past three months. Each of our picks carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see <b>the complete list of today’s Zacks #1 Rank stocks here</b>.</p>\n<p>The chart below shows the price performance of our five picks in the past three months.</p>\n<p><img src=\"https://static.tigerbbs.com/72cd4b3157c44a9d96cc821d22180986\" tg-width=\"601\" tg-height=\"286\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image Source: Zacks Investment Research</p>\n<p><b>Apple Inc.</b>'s AAPL Services and Wearables businesses are expected to drive top-line growth in fiscal 2021 and beyond. Although Apple’s business primarily runs around its flagship iPhone, the Services portfolio has emerged as the company’s new cash cow. Its focus on autonomous vehicles and augmented reality/virtual reality technologies presents growth opportunity in the long haul.</p>\n<p>This Zacks Rank#1 company has an expected earnings growth rate of 2% for next year (ending September 2022) after an estimated 70.4% growth in the current year (ending September 2021). The Zacks Consensus Estimate for earnings next year improved 6.1% over the last 7 days.</p>\n<p><b>Advanced Micro Devices Inc.</b> <a href=\"https://laohu8.com/S/AMD\">AMD</a> is riding on robust performance from the Computing and Graphics, and Enterprise Embedded and Semi-Custom segments. It is benefiting from strong sales of its Ryzen and EPYC server processors, owing to the increasing proliferation of AI and Machine Learning (ML) in industries like cloud gaming and the supercomputing domain.</p>\n<p>Moreover, the growing clout of 7 nanometer (nm) products in the data center vertical, driven by work-from-home and online learning trends, is a key catalyst. Management raised its 2021 guidance for revenues and gross margin on the back of strong growth across all businesses.</p>\n<p>This Zacks Rank#1 company has an expected earnings growth rate of 93.8% for the current year. The Zacks Consensus Estimate for current-year earnings improved 15.2% over the last 7 days.</p>\n<p><b>Microsoft Corp.</b> MSFT is introducing new and improved Surface devices that could encourage enterprises to stick with Windows as they move toward BYOD and cloud computing. Microsoft’s advantages in this respect are two-fold.</p>\n<p>First, the company has a very large installed base of Office users. Most legacy data are based on Office, so enterprises are usually reluctant to use other productivity solutions. Second, the BYOD model is dependent on security and cloud integration, both of which are Microsoft’s strengths. As a result, Microsoft has been largely successful at retaining enterprise customers, which holds promise.</p>\n<p>This Zacks Rank#2 company has an expected earnings growth rate of 7.9% for the current year (ending June 2022). The Zacks Consensus Estimate for current-year earnings improved 3.5% over the last 7 days.</p>\n<p><b>NIKE Inc. </b>NKE provided strong guidance for fiscal 2022 and set long-term targets for fiscal 2025, driven by the momentum in its business as it comes out of the pandemic. For fiscal 2022, the company anticipates revenue growth in the low double digits, surpassing $50 billion, driven by strong customer demand across its operating segments.</p>\n<p>The company expects to benefit from robust digital growth, scaling NIKE-owned physical retail concepts and growing with partners. This Zacks Rank#2 company has an expected earnings growth rate of 20.8% for the current year (ending May 2022). The Zacks Consensus Estimate for current-year earnings improved 0.5% over the last 7 days.</p>\n<p><b>Qualcomm Inc. </b>QCOM is well-positioned to benefit from solid 5G traction with greater visibility to meet its long-term revenue targets. For calendar-year 2021, 5G handsets are expected to witness 150% year-over-year growth at the midpoint to about 450-550 units.</p>\n<p>Qualcomm has raised the bar for driverless cars with the launch of the first-of-its-kind automotive platform — Snapdragon Ride — which enables automakers to transform their vehicles into self-driving cars using AI.</p>\n<p>This Zacks Rank#2 company has an expected earnings growth rate of 11.2% for next year (ending September 2022). The Zacks Consensus Estimate for next-year earnings has improved 6.4% over the last 7 days.</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>Rock-Solid Demand to Drive U.S. Economy in 2021: 5 Top Picks</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\">\nRock-Solid Demand to Drive U.S. Economy in 2021: 5 Top Picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 18:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1773998/rock-solid-demand-to-drive-us-economy-in-2021-5-top-picks?art_rec=home-home-investment_ideas_stocks-ID07-txt-1278299><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street has performed impressively in the first seven months of this year after finishing an astonishing 2020 despite the global outbreak of coronavirus. Yet, several market participants are ...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1773998/rock-solid-demand-to-drive-us-economy-in-2021-5-top-picks?art_rec=home-home-investment_ideas_stocks-ID07-txt-1278299\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","MSFT":"微软","AMD":"美国超微公司","NKE":"耐克"},"source_url":"https://www.zacks.com/stock/news/1773998/rock-solid-demand-to-drive-us-economy-in-2021-5-top-picks?art_rec=home-home-investment_ideas_stocks-ID07-txt-1278299","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156810549","content_text":"Wall Street has performed impressively in the first seven months of this year after finishing an astonishing 2020 despite the global outbreak of coronavirus. Yet, several market participants are concerned about whether stock markets will maintain momentum in the rest of 2021.\nThe continued spread of the highly infectious Delta string of COVID-19, mounting inflationary pressure and the high valuation of stocks — as the three major stock indexes are hovering around their all-time highs — compelled a section of economists and financial researchers to talk about market corrections.\nMoreover, these experts are also wondering that the U.S. economic recovery may have reached its peak. As the fiscal stimulus is gradually fading out, investors are looking for the next catalyst to drive the economy. At this stage, a close look into the U.S. economy reveals that the driver is endogenous — it is rock-solid aggregate demand.\nRobust Consumer Spending\nThe U.S. GDP exceeded the pre-pandemic level in second-quarter 2021. A section of economists and financial experts were skeptical that the U.S. economy can reach the pre-pandemic level the earliest in fourth-quarter 2021 or first-quarter 2022. This happened predominantly due to robust consumer spending that accounts for nearly 70% of the GDP.\nThe core personal consumption expenditure (excluding volatile food and energy items) jumped 6% in the second quarter from an upwardly revised 2.7% in the previous quarter. Moreover, personal consumption returned to the positive territory with a gain of 1% in June after declining 0.1% in May.\nThe Institute of Supply Management reported that the U.S. manufacturing PMI decreased 59.5% in July from 60.6% in June. This happened for three consecutive months although the overall PMI expanded in the last 14 months.\nHowever, the drop in the manufacturing index is solely due to supply-side bottlenecks. The report said, \"Business Survey Committee panelists reported that their companies and suppliers continue to struggle to meet increasing demand levels.\" A similar study conducted by the IHS Markit reported that the U.S. manufacturing PMI hit a record-high 63.4% in July, mainly due to strong demand.\nThe personal savings of Americans are around an astonishing $2 trillion. The sky-high savings are allowing people to indulge in their demands that were pent up during lockdowns and in turn compelling businesses to expand their scale of operations.\nU.S. businesses across sizes are expanding their scale of operations and hiring more despite soaring wages and salaries to cater to robust demand. The National Federation of Independent Business Small Business Optimism Index rose 2.9 points in June to reach a pandemic-era high of 102.5.\nThe Conference Board reported that the consumer confidence index increased to 129.1 in the month, marking its highest level since February 2020. Spending intentions picked up last month, with a larger percentage of consumers saying that they planned to purchase homes, automobiles, and major appliances in the coming months.\nConsumer expenditure is likely to remain firm as we are entering the holiday sales season. This should drive the U.S. economy and consequently, Wall Street will be benefited although occasional fluctuations will remain.\nOur Top Picks\nWe have narrowed down our search to five corporate behemoths (market capital > $100 billion) as these companies have globally established business models and worldwide acknowledged brand value. These stocks have strong growth potential for the rest of 2021 and have witnessed positive earnings estimate revisions within the last 7 days indicating the market is expecting these companies to do strong business in the rest of this year.\nThese stocks have provided better returns than the benchmark S&P 500 Index in the past three months. Each of our picks carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.\nThe chart below shows the price performance of our five picks in the past three months.\n\nImage Source: Zacks Investment Research\nApple Inc.'s AAPL Services and Wearables businesses are expected to drive top-line growth in fiscal 2021 and beyond. Although Apple’s business primarily runs around its flagship iPhone, the Services portfolio has emerged as the company’s new cash cow. Its focus on autonomous vehicles and augmented reality/virtual reality technologies presents growth opportunity in the long haul.\nThis Zacks Rank#1 company has an expected earnings growth rate of 2% for next year (ending September 2022) after an estimated 70.4% growth in the current year (ending September 2021). The Zacks Consensus Estimate for earnings next year improved 6.1% over the last 7 days.\nAdvanced Micro Devices Inc. AMD is riding on robust performance from the Computing and Graphics, and Enterprise Embedded and Semi-Custom segments. It is benefiting from strong sales of its Ryzen and EPYC server processors, owing to the increasing proliferation of AI and Machine Learning (ML) in industries like cloud gaming and the supercomputing domain.\nMoreover, the growing clout of 7 nanometer (nm) products in the data center vertical, driven by work-from-home and online learning trends, is a key catalyst. Management raised its 2021 guidance for revenues and gross margin on the back of strong growth across all businesses.\nThis Zacks Rank#1 company has an expected earnings growth rate of 93.8% for the current year. The Zacks Consensus Estimate for current-year earnings improved 15.2% over the last 7 days.\nMicrosoft Corp. MSFT is introducing new and improved Surface devices that could encourage enterprises to stick with Windows as they move toward BYOD and cloud computing. Microsoft’s advantages in this respect are two-fold.\nFirst, the company has a very large installed base of Office users. Most legacy data are based on Office, so enterprises are usually reluctant to use other productivity solutions. Second, the BYOD model is dependent on security and cloud integration, both of which are Microsoft’s strengths. As a result, Microsoft has been largely successful at retaining enterprise customers, which holds promise.\nThis Zacks Rank#2 company has an expected earnings growth rate of 7.9% for the current year (ending June 2022). The Zacks Consensus Estimate for current-year earnings improved 3.5% over the last 7 days.\nNIKE Inc. NKE provided strong guidance for fiscal 2022 and set long-term targets for fiscal 2025, driven by the momentum in its business as it comes out of the pandemic. For fiscal 2022, the company anticipates revenue growth in the low double digits, surpassing $50 billion, driven by strong customer demand across its operating segments.\nThe company expects to benefit from robust digital growth, scaling NIKE-owned physical retail concepts and growing with partners. This Zacks Rank#2 company has an expected earnings growth rate of 20.8% for the current year (ending May 2022). The Zacks Consensus Estimate for current-year earnings improved 0.5% over the last 7 days.\nQualcomm Inc. QCOM is well-positioned to benefit from solid 5G traction with greater visibility to meet its long-term revenue targets. For calendar-year 2021, 5G handsets are expected to witness 150% year-over-year growth at the midpoint to about 450-550 units.\nQualcomm has raised the bar for driverless cars with the launch of the first-of-its-kind automotive platform — Snapdragon Ride — which enables automakers to transform their vehicles into self-driving cars using AI.\nThis Zacks Rank#2 company has an expected earnings growth rate of 11.2% for next year (ending September 2022). The Zacks Consensus Estimate for next-year earnings has improved 6.4% over the last 7 days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899079872,"gmtCreate":1628147209796,"gmtModify":1703502085681,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/899079872","repostId":"1158747638","repostType":4,"repost":{"id":"1158747638","kind":"news","pubTimestamp":1628130472,"share":"https://ttm.financial/m/news/1158747638?lang=&edition=fundamental","pubTime":"2021-08-05 10:27","market":"us","language":"en","title":"Is Apple Stock A Buy Or Sell After Recently Announced Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=1158747638","media":"seekingalpha","summary":"Summary\n\nIn last week's earnings release, Apple posted record-setting June quarter results, with tot","content":"<p><b>Summary</b></p>\n<ul>\n <li>In last week's earnings release, Apple posted record-setting June quarter results, with total net sales of $81.4 billion, up 36% year-over-year.</li>\n <li>Yet, warnings about supply chain constraints and service revenues returning to more typical levels took its share price by surprise, with a same day drop of as much as 3%.</li>\n <li>However, the headwinds are expected to be temporary with no significant impacts to Apple's long-term growth prospects and valuation.</li>\n <li>Apple is expected to keep delivering unprecedented growth, underpinned by continued global demand for its products and services in the long run. And the recent price pullback makes a great buy opportunity for those looking to participate in the company's long-term gains.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c6ec3289e9b74b1c20fa47308bcbb20\" tg-width=\"1536\" tg-height=\"1063\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p>\n<p>Just a week ago, Apple (Nasdaq:AAPL) reported record-setting June quarter results that had crushed market expectations. The Cupertino-based tech giant recorded largest quarterly revenues ever of $81.4 billion, which were up 36% from the prior year and outperformed the average Wall Street forecast of $72.9 billion and our&nbsp;previous coverage&nbsp;projections of $76.5 billion by nearly $10 billion.</p>\n<p>The company also saw robust double-digit growth across the board from products and services to every geographic segment, with the installed base of devices and paid service subscriptions reaching an all-time high; the stellar results were also indicative of increased market penetration with the largest double-digit growth recorded for switchers and upgraders ever for a June-quarter, marking another record-breaking milestone in the books this quarter and continued dominance across all markets for Apple.</p>\n<p>Yet, Apple’s shares slipped as much as 3% following the earnings call and continues to be down close to 1% since July 27th. The stock also has not fared well amongst its FAANG counterparts in recent weeks from the stock sell-off triggered by fear that the latest resurgence of the coronavirus’ delta variant could erode economic growth.</p>\n<p>The contradicting movement in Apple’s share price compared to its stellar June quarter financial results allegedly stemmed from management’s warning of decelerated growth for the upcoming September quarter as lingering supply chain constraints are expected to place an adverse impact on product sales, especially on the revenue-leading iPhone and iPad categories; other headwinds also include weaker FX gains and anticipated slowed growth in the services category as demand returns to pre-pandemic levels following above-normal June quarter results.</p>\n<p>However, we consider anticipated headwinds as only short-term impacts that will not result in permanent losses for the company. The Apple stock remains primed for further upside considering the rising global demand for its products and services. Despite the supply crunch and decelerated growth anticipated for the upcoming September quarter, our outlook remains bullish on Apple with upside of more than 15% based on the last traded share price of $145.52 on August 2nd. With Apple’s stock price still down 0.85% from its earnings call on July 27thand down close to 3% from its mid-July peak, we consider the recent price pullback an advantage slated for long-term gains.</p>\n<p><b>Strength in Overcoming Lost Sales from Supply Constraints</b></p>\n<p>One of the key drivers for slowed growth anticipated for the September quarter is the ongoing chip supply shortage, which had previously caused more pervasive impact to the automotive industry but has now trickled down to consumer electronics. And Apple, who has its proprietary chips made by the world’s largest contract chip manufacturer, Taiwan Semiconductor Manufacturing Company (NYSE:TSMor “TSMC”), has not been spared from impact, with management warning of a supply constraint for the legacy semiconductor nodes used in the display and audio functions of its best-selling products, which is expected to drive lower sales in the near term.</p>\n<p>TSMC has also warned the chip shortage will likely continue into the&nbsp;following year, which is consistent with the timeline issued across all impacted industries. Although management has not provided a quantified range for the anticipated impact on the September quarter’s results, it is expected to be far more severe than what was experienced in the June quarter, which was on the low end of the $3 billion and $4 billion range estimate provided in April.</p>\n<p>However, the continued acceleration in global demand for iPhones and iPads is expected to more than compensate for the upcoming loss of revenues in later periods as “deferred” sales when raw material supplies return, and pending demand is fulfilled. To date, 97% of customers who have purchased from the iPhone 12 family have indicated appreciation for the enhanced 5G speeds, alongside improved chip technology and camera quality.</p>\n<p>The product category has also seen strong upgrade and switch rates in recent months as users continue their transition from legacy iPhones and other smartphones to the latest and greatest 5G-enabled iPhone. Considering 5G technology is still in early stages of adoption with low penetration rate, there is still significant additional growth opportunities available for the current and future 5G-enabled iPhone models.</p>\n<p>Global demand for 5G-enabled devices is expected to grow at a&nbsp;compounded annual growth rate (“CAGR”) of 38% into 2026, which further corroborates the expectation that potential lost sales from the ongoing supply shortage will not be permanent as demand for iPhones will continue to persist at high levels and make-whole lost sales in later periods when chip supplies return. A similar trend is expected for iPad demands in the long run, as it has proven itself during the pandemic to be a versatile and affordable tool to support creativity and social connection.</p>\n<p>The production and sales bottleneck caused by the ongoing global chip supply shortage will only be a temporary pause to Apple’s iPhone and iPad hot streak, which is expected to resume in strength when the supply chain finds alleviation to its current crunch sometime next year. And when this happens, we should be expecting above-normal sales levels underpinned by robust demand, similar to those observed in the June quarter.</p>\n<p><b>Outperforming Competition in the Services Segment with Innovation</b></p>\n<p>Although the above-normal growth in the services business segment observed during the June quarter is expected to revert to more moderated historical levels going forward, Apple has continued to be diligent in rolling out “innovative new features and programming” to increase reach and maintain market dominance in the increasingly competitive landscape.</p>\n<p>Apple’s services business segment – which includes iCloud, Apple TV+, App Store, Apple Music, Apple Podcasts, advertising, payment and other service offerings – currently competes head-on with other prominent service providers like Spotify (NYSE:SPOT), Netflix (Nasdaq:NFLX), Amazon.com (Nasdaq:AMZN),Google(Nasdaq:GOOG) (GOOGL) and&nbsp;Facebook(Nasdaq:FB). In order to maintain its established reputation for innovative technology and grow its loyal fanbase, Apple has recently introduced several new upgrades to existing service offerings at its most recent Worldwide Developers Conference (“WWDC”).</p>\n<p>The new exciting features include&nbsp;Spatial Audio and Lossless Audio&nbsp;for Apple Music, which enables an “immersive” listening experience and provides access to the studio quality of original audio files at no additional cost – a competitive advantage to audio streaming leader Spotify’s “HiFi” equivalent, which will likely come at a higher price tag upon launch. And for Apple TV+ – Apple’s gateway to the fast-growing&nbsp;video-streaming&nbsp;market – the company has continued to produce quality programming, which is proven through the&nbsp;35 Emmy Nominations&nbsp;that it has received this year.</p>\n<p>A new generation of the&nbsp;Apple TV, which includes a Siri-enabled remote and enhanced colour balance technology, has also been unveiled to complement its improved programming, which is expected to further enhance customer traction for the segment. The tech giant has also rebranded its iCloud service to&nbsp;iCloud+, with additional upgrades including enhanced privacy features and expanded HomeKit Secure Video support to accompany its suite of smart home devices at no additional costs.</p>\n<p>Other recently launched and enhanced services include Apple Podcast subscriptions, Apple News+ and Apple Fitness+, which could be bundled through Apple One at a discounted subscription rate. The Apple One bundle, which was launched in Q2, has already seen incredible success with increasing adoption rates that continue to drive overall growth within the services business segment.</p>\n<p><b>Overall Financial Prospects</b></p>\n<p>Considering the above analysis on Apple’s current operating environment, the recent headwinds that will drive decelerated growth during the September quarter are expected to be temporary and will be overcome with ease in the long run. Our base case forecast projects total net sales of $85.6 billion for the September quarter, representing 32% year-over-year growth, which is consistent with management’s expectations for strong double-digit year-over-year growth that will be slightly lower than the 36% reported for the June quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/347e1ee20881f92c4563eeeaa5b1963c\" tg-width=\"640\" tg-height=\"232\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecasts (Apple_-_Forecasted_Financial_Information.pdf).</span></p>\n<p>Our projected total net sales for the September quarter consist of $67.6 billion in product sales, up 35% from the prior year, and $18.0 billion in service sales, up 24% from the prior year. Altogether, our base case forecast projects total net sales of $368.1 billion for FY 2021, which represents year-over-year growth of 34%. The company’s net sales are expected to maintain accelerated growth at a CAGR of 8% towards $534.4 billion by FY 2026 due to increasing adoption and integration of technology and digital media into both professional and personal aspects of day-to-day routines.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/179a3a17abb5e6e4e0cb20196095a5eb\" tg-width=\"640\" tg-height=\"200\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecasts.</span></p>\n<p>Gross profit margins are projected at 41.7% for the September quarter, which is consistent with management’s guidance of approximately 41.5% to 42.5% considering the higher freight costs expected for this quarter, offset by an overall decline in component supply costs as product sales continue to scale.</p>\n<p>Total operating expenses are projected at $11.4 billion for the fiscal year’s fourth quarter, which consists of $6.0 billion related to research and development efforts, and $5.4 billion related to selling, general and administrative expenses; this is consistent with Apple’s cost structure observed in recent periods, and in line with the estimated range of $11.3 billion and $11.5 billion provided in management’s guidance.</p>\n<p>As a result, our base case forecast projects total cost of sales of $214.5 billion, and total operating expenses of $43.9 billion for FY 2021. And a similar cost structure is expected to apply into FY 2026 to support Apple’s continued growth in its products and services categories, as well as across all geographic segments in which it currently operates in.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/631897e055a326e11a137bad234bd0c9\" tg-width=\"640\" tg-height=\"200\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecasts.</span></p>\n<p>Altogether, our base case forecast projects FY 2021 net income of $94.8 billion, which represents year-over-year growth of 65%. The bottom line is forecasted for further growth at a CAGR of 7% into the next five years, resulting in projected net income of $132.5 billion by 2026.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce4ffc957a33598110dd5c193b77e637\" tg-width=\"640\" tg-height=\"198\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecasts.</span></p>\n<p><i>i. Base Case Financial Projections:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ce3157a7c707f88fa9542c0253d7e4a\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecasts.</span></p>\n<p><b>AAPL Stock Valuation</b></p>\n<p>Our revised price target for Apple based on updated information from its recent earnings release is $170.91. This represents upside potential of 17.4% based on the last traded share price of $145.52 on August 2nd.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d398b8df89c54ecc26709392246469b0\" tg-width=\"640\" tg-height=\"210\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p>To arrive at the $170.91 price target, we have applied a WACC of 8% to discount Apple’s projected free cash flows over a five-year discrete period; the WACC is consistent with Apple’s current risk profile and capital structure, which includes its latest&nbsp;four-part debt offering&nbsp;to&nbsp;taling $6.5 billion. Our valuation analysis also assumes a 19.7x EV/EBITDA multiple, which is in line with guideline public companies and precedent transactions within Apple’s industry peer group, and is reflective of current market expectations for Apple’s business growth potential in the long run.</p>\n<p><i>i. Base Case Valuation Analysis:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b30bd02b3ef44a0cc3e7fef6501235c\" tg-width=\"640\" tg-height=\"308\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p>In order to validate our foregoing analysis that the adverse impacts to sales resulting from supply constraints, moderated services segment revenues and less favourable FX are only temporary and will not materially change Apple’s upside potential, we have also performed a sensitivity analysis to quantify the impact to FY 2021 revenues needed to decrease our base case price target of $170.91 by 10%.</p>\n<p>Based on our sensitivity analysis, FY 2021 revenues of $301.5 billion with growth at a CAGR of 10% into 2026, while holding all other valuation assumptions (i.e. cost structure, WACC, EV/EBITDA multiple) discussed above constant, would result in a price target of $153.82, which is 10% lower than our base case price target of $170.91.</p>\n<p>Considering year-to-date total net sales of $282.5 billion, Apple would only need to achieve total net sales of $19.0 billion for the September quarter to maintain a projected equity value of $2.5 trillion or $153.82 per share, which is highly unlikely even under supply constraint pressures and reduced services segment sales based on the company’s current growth trajectory. As such, we do not consider the near-term impacts related to supply constraints, moderated services segment revenues, and unfavourable FX a catalyst for permanent loss to Apple’s valuation.</p>\n<p><i>i. Revenue Sensitivity Analysis:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30976c090450f0576826720e5a1ab19a\" tg-width=\"640\" tg-height=\"354\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p><b>Conclusion - Is AAPL Stock A Good Buy?</b></p>\n<p>Considering Apple’s growth prospects, the recent price pullback makes a great buy opportunity for those looking to participate in the company’s long-term gains. The near-term headwinds related to industry-wide supply constraints and normalized services segment revenues are not expected to materially change Apple’s growth trajectory nor valuation in the long run.</p>\n<p>Any lost revenues in the September quarter will very likely be recouped when the supply chain restores its balance, considering the continued surge in demand for iPhones and iPads underpinned by ongoing 5G transition and the increasing need for versatile portable smart devices to enable online access at all times. As a global industry leader with successes achieved to date that very few could match, Apple is poised for further upside realization in the long run.</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>Is Apple Stock A Buy Or Sell After Recently Announced Earnings?</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 Apple Stock A Buy Or Sell After Recently Announced Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 10:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4444713-apple-stock-buy-sell-recent-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIn last week's earnings release, Apple posted record-setting June quarter results, with total net sales of $81.4 billion, up 36% year-over-year.\nYet, warnings about supply chain constraints ...</p>\n\n<a href=\"https://seekingalpha.com/article/4444713-apple-stock-buy-sell-recent-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4444713-apple-stock-buy-sell-recent-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158747638","content_text":"Summary\n\nIn last week's earnings release, Apple posted record-setting June quarter results, with total net sales of $81.4 billion, up 36% year-over-year.\nYet, warnings about supply chain constraints and service revenues returning to more typical levels took its share price by surprise, with a same day drop of as much as 3%.\nHowever, the headwinds are expected to be temporary with no significant impacts to Apple's long-term growth prospects and valuation.\nApple is expected to keep delivering unprecedented growth, underpinned by continued global demand for its products and services in the long run. And the recent price pullback makes a great buy opportunity for those looking to participate in the company's long-term gains.\n\nJustin Sullivan/Getty Images News\nJust a week ago, Apple (Nasdaq:AAPL) reported record-setting June quarter results that had crushed market expectations. The Cupertino-based tech giant recorded largest quarterly revenues ever of $81.4 billion, which were up 36% from the prior year and outperformed the average Wall Street forecast of $72.9 billion and our previous coverage projections of $76.5 billion by nearly $10 billion.\nThe company also saw robust double-digit growth across the board from products and services to every geographic segment, with the installed base of devices and paid service subscriptions reaching an all-time high; the stellar results were also indicative of increased market penetration with the largest double-digit growth recorded for switchers and upgraders ever for a June-quarter, marking another record-breaking milestone in the books this quarter and continued dominance across all markets for Apple.\nYet, Apple’s shares slipped as much as 3% following the earnings call and continues to be down close to 1% since July 27th. The stock also has not fared well amongst its FAANG counterparts in recent weeks from the stock sell-off triggered by fear that the latest resurgence of the coronavirus’ delta variant could erode economic growth.\nThe contradicting movement in Apple’s share price compared to its stellar June quarter financial results allegedly stemmed from management’s warning of decelerated growth for the upcoming September quarter as lingering supply chain constraints are expected to place an adverse impact on product sales, especially on the revenue-leading iPhone and iPad categories; other headwinds also include weaker FX gains and anticipated slowed growth in the services category as demand returns to pre-pandemic levels following above-normal June quarter results.\nHowever, we consider anticipated headwinds as only short-term impacts that will not result in permanent losses for the company. The Apple stock remains primed for further upside considering the rising global demand for its products and services. Despite the supply crunch and decelerated growth anticipated for the upcoming September quarter, our outlook remains bullish on Apple with upside of more than 15% based on the last traded share price of $145.52 on August 2nd. With Apple’s stock price still down 0.85% from its earnings call on July 27thand down close to 3% from its mid-July peak, we consider the recent price pullback an advantage slated for long-term gains.\nStrength in Overcoming Lost Sales from Supply Constraints\nOne of the key drivers for slowed growth anticipated for the September quarter is the ongoing chip supply shortage, which had previously caused more pervasive impact to the automotive industry but has now trickled down to consumer electronics. And Apple, who has its proprietary chips made by the world’s largest contract chip manufacturer, Taiwan Semiconductor Manufacturing Company (NYSE:TSMor “TSMC”), has not been spared from impact, with management warning of a supply constraint for the legacy semiconductor nodes used in the display and audio functions of its best-selling products, which is expected to drive lower sales in the near term.\nTSMC has also warned the chip shortage will likely continue into the following year, which is consistent with the timeline issued across all impacted industries. Although management has not provided a quantified range for the anticipated impact on the September quarter’s results, it is expected to be far more severe than what was experienced in the June quarter, which was on the low end of the $3 billion and $4 billion range estimate provided in April.\nHowever, the continued acceleration in global demand for iPhones and iPads is expected to more than compensate for the upcoming loss of revenues in later periods as “deferred” sales when raw material supplies return, and pending demand is fulfilled. To date, 97% of customers who have purchased from the iPhone 12 family have indicated appreciation for the enhanced 5G speeds, alongside improved chip technology and camera quality.\nThe product category has also seen strong upgrade and switch rates in recent months as users continue their transition from legacy iPhones and other smartphones to the latest and greatest 5G-enabled iPhone. Considering 5G technology is still in early stages of adoption with low penetration rate, there is still significant additional growth opportunities available for the current and future 5G-enabled iPhone models.\nGlobal demand for 5G-enabled devices is expected to grow at a compounded annual growth rate (“CAGR”) of 38% into 2026, which further corroborates the expectation that potential lost sales from the ongoing supply shortage will not be permanent as demand for iPhones will continue to persist at high levels and make-whole lost sales in later periods when chip supplies return. A similar trend is expected for iPad demands in the long run, as it has proven itself during the pandemic to be a versatile and affordable tool to support creativity and social connection.\nThe production and sales bottleneck caused by the ongoing global chip supply shortage will only be a temporary pause to Apple’s iPhone and iPad hot streak, which is expected to resume in strength when the supply chain finds alleviation to its current crunch sometime next year. And when this happens, we should be expecting above-normal sales levels underpinned by robust demand, similar to those observed in the June quarter.\nOutperforming Competition in the Services Segment with Innovation\nAlthough the above-normal growth in the services business segment observed during the June quarter is expected to revert to more moderated historical levels going forward, Apple has continued to be diligent in rolling out “innovative new features and programming” to increase reach and maintain market dominance in the increasingly competitive landscape.\nApple’s services business segment – which includes iCloud, Apple TV+, App Store, Apple Music, Apple Podcasts, advertising, payment and other service offerings – currently competes head-on with other prominent service providers like Spotify (NYSE:SPOT), Netflix (Nasdaq:NFLX), Amazon.com (Nasdaq:AMZN),Google(Nasdaq:GOOG) (GOOGL) and Facebook(Nasdaq:FB). In order to maintain its established reputation for innovative technology and grow its loyal fanbase, Apple has recently introduced several new upgrades to existing service offerings at its most recent Worldwide Developers Conference (“WWDC”).\nThe new exciting features include Spatial Audio and Lossless Audio for Apple Music, which enables an “immersive” listening experience and provides access to the studio quality of original audio files at no additional cost – a competitive advantage to audio streaming leader Spotify’s “HiFi” equivalent, which will likely come at a higher price tag upon launch. And for Apple TV+ – Apple’s gateway to the fast-growing video-streaming market – the company has continued to produce quality programming, which is proven through the 35 Emmy Nominations that it has received this year.\nA new generation of the Apple TV, which includes a Siri-enabled remote and enhanced colour balance technology, has also been unveiled to complement its improved programming, which is expected to further enhance customer traction for the segment. The tech giant has also rebranded its iCloud service to iCloud+, with additional upgrades including enhanced privacy features and expanded HomeKit Secure Video support to accompany its suite of smart home devices at no additional costs.\nOther recently launched and enhanced services include Apple Podcast subscriptions, Apple News+ and Apple Fitness+, which could be bundled through Apple One at a discounted subscription rate. The Apple One bundle, which was launched in Q2, has already seen incredible success with increasing adoption rates that continue to drive overall growth within the services business segment.\nOverall Financial Prospects\nConsidering the above analysis on Apple’s current operating environment, the recent headwinds that will drive decelerated growth during the September quarter are expected to be temporary and will be overcome with ease in the long run. Our base case forecast projects total net sales of $85.6 billion for the September quarter, representing 32% year-over-year growth, which is consistent with management’s expectations for strong double-digit year-over-year growth that will be slightly lower than the 36% reported for the June quarter.\nSource: Author, with data from our internal financial forecasts (Apple_-_Forecasted_Financial_Information.pdf).\nOur projected total net sales for the September quarter consist of $67.6 billion in product sales, up 35% from the prior year, and $18.0 billion in service sales, up 24% from the prior year. Altogether, our base case forecast projects total net sales of $368.1 billion for FY 2021, which represents year-over-year growth of 34%. The company’s net sales are expected to maintain accelerated growth at a CAGR of 8% towards $534.4 billion by FY 2026 due to increasing adoption and integration of technology and digital media into both professional and personal aspects of day-to-day routines.\nSource: Author, with data from our internal financial forecasts.\nGross profit margins are projected at 41.7% for the September quarter, which is consistent with management’s guidance of approximately 41.5% to 42.5% considering the higher freight costs expected for this quarter, offset by an overall decline in component supply costs as product sales continue to scale.\nTotal operating expenses are projected at $11.4 billion for the fiscal year’s fourth quarter, which consists of $6.0 billion related to research and development efforts, and $5.4 billion related to selling, general and administrative expenses; this is consistent with Apple’s cost structure observed in recent periods, and in line with the estimated range of $11.3 billion and $11.5 billion provided in management’s guidance.\nAs a result, our base case forecast projects total cost of sales of $214.5 billion, and total operating expenses of $43.9 billion for FY 2021. And a similar cost structure is expected to apply into FY 2026 to support Apple’s continued growth in its products and services categories, as well as across all geographic segments in which it currently operates in.\nSource: Author, with data from our internal financial forecasts.\nAltogether, our base case forecast projects FY 2021 net income of $94.8 billion, which represents year-over-year growth of 65%. The bottom line is forecasted for further growth at a CAGR of 7% into the next five years, resulting in projected net income of $132.5 billion by 2026.\nSource: Author, with data from our internal financial forecasts.\ni. Base Case Financial Projections:\nSource: Author, with data from our internal financial forecasts.\nAAPL Stock Valuation\nOur revised price target for Apple based on updated information from its recent earnings release is $170.91. This represents upside potential of 17.4% based on the last traded share price of $145.52 on August 2nd.\nSource: Author, with data from our internal valuation analysis.\nTo arrive at the $170.91 price target, we have applied a WACC of 8% to discount Apple’s projected free cash flows over a five-year discrete period; the WACC is consistent with Apple’s current risk profile and capital structure, which includes its latest four-part debt offering to taling $6.5 billion. Our valuation analysis also assumes a 19.7x EV/EBITDA multiple, which is in line with guideline public companies and precedent transactions within Apple’s industry peer group, and is reflective of current market expectations for Apple’s business growth potential in the long run.\ni. Base Case Valuation Analysis:\nSource: Author, with data from our internal valuation analysis.\nIn order to validate our foregoing analysis that the adverse impacts to sales resulting from supply constraints, moderated services segment revenues and less favourable FX are only temporary and will not materially change Apple’s upside potential, we have also performed a sensitivity analysis to quantify the impact to FY 2021 revenues needed to decrease our base case price target of $170.91 by 10%.\nBased on our sensitivity analysis, FY 2021 revenues of $301.5 billion with growth at a CAGR of 10% into 2026, while holding all other valuation assumptions (i.e. cost structure, WACC, EV/EBITDA multiple) discussed above constant, would result in a price target of $153.82, which is 10% lower than our base case price target of $170.91.\nConsidering year-to-date total net sales of $282.5 billion, Apple would only need to achieve total net sales of $19.0 billion for the September quarter to maintain a projected equity value of $2.5 trillion or $153.82 per share, which is highly unlikely even under supply constraint pressures and reduced services segment sales based on the company’s current growth trajectory. As such, we do not consider the near-term impacts related to supply constraints, moderated services segment revenues, and unfavourable FX a catalyst for permanent loss to Apple’s valuation.\ni. Revenue Sensitivity Analysis:\nSource: Author, with data from our internal valuation analysis.\nConclusion - Is AAPL Stock A Good Buy?\nConsidering Apple’s growth prospects, the recent price pullback makes a great buy opportunity for those looking to participate in the company’s long-term gains. The near-term headwinds related to industry-wide supply constraints and normalized services segment revenues are not expected to materially change Apple’s growth trajectory nor valuation in the long run.\nAny lost revenues in the September quarter will very likely be recouped when the supply chain restores its balance, considering the continued surge in demand for iPhones and iPads underpinned by ongoing 5G transition and the increasing need for versatile portable smart devices to enable online access at all times. As a global industry leader with successes achieved to date that very few could match, Apple is poised for further upside realization in the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803718236,"gmtCreate":1627463350825,"gmtModify":1703490449984,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Make profit share price down. What logic?","listText":"Make profit share price down. What logic?","text":"Make profit share price down. What logic?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803718236","repostId":"2154405999","repostType":4,"repost":{"id":"2154405999","kind":"highlight","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":1627462897,"share":"https://ttm.financial/m/news/2154405999?lang=&edition=fundamental","pubTime":"2021-07-28 17:01","market":"us","language":"en","title":"8 Stocks To Watch For July 28, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2154405999","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects  Boeing Co (NYSE: BA) to report quarterly a loss at $0.72 per share on revenue of $17.78 billion before the opening bell. Boeing shares fell 0.6% to $221.00 in after-hours trading.\n","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Boeing Co</b> (NYSE:BA) to report quarterly a loss at $0.72 per share on revenue of $17.78 billion before the opening bell. Boeing shares rose 0.6% to $223.65 in premarket trading.</li>\n <li><b>Apple Inc</b> (NASDAQ:AAPL) reported stronger-than-expected results for its third quarter, driven by double-digit growth across its product categories. Apple's flagship product – the iPhone – fetched revenues of $39.57 billion or 48.6% of the total revenues. Apple shares, however, fell 0.9% to $145.42 in premarket trading.</li>\n <li>Analysts expect <b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b> (NASDAQ:FB) to post quarterly earnings at $3.02 per share on revenue of $27.82 billion after the closing bell. Facebook shares rose 1.8% to $374.39 in premarket trading.</li>\n <li><b>Alphabet Inc</b> (NASDAQ:GOOGL) reported better-than-expected results for its second quarter on Tuesday. Alphabet shares gained 4% to $2,744.00 in premarket trading.</li>\n</ul>\n<ul>\n <li>Analysts expect <b>Pfizer Inc.</b> (NYSE:PFE) to report quarterly earnings at $0.96 per share on revenue of $18.45 billion before the opening bell. Pfizer shares slipped 0.4% to $41.94 in premarket trading.</li>\n <li><b>Microsoft Corporation</b> (NASDAQ:MSFT) posted upbeat earnings for its fourth quarter on Tuesday. Microsoft shares gained 0.5% to $288.00 in premarket trading.</li>\n <li>Analysts are expecting <b>McDonald's Corp</b> (NYSE:MCD) to have earned $2.08 per share on revenue of $5.53 billion for the latest quarter. The company will release earnings before the markets open. McDonald's shares slipped 0.1% to $246.00 in after-hours trading.</li>\n <li><b>Starbucks Corporation</b> (NASDAQ:SBUX) reported better-than-expected results for its third quarter and raised its FY21 guidance. Starbucks shares, however, fell 2.4% to $123.07 in premarket trading.</li>\n</ul>","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>8 Stocks To Watch For July 28, 2021</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\">\n8 Stocks To Watch For July 28, 2021\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\">2021-07-28 17:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Boeing Co</b> (NYSE:BA) to report quarterly a loss at $0.72 per share on revenue of $17.78 billion before the opening bell. Boeing shares rose 0.6% to $223.65 in premarket trading.</li>\n <li><b>Apple Inc</b> (NASDAQ:AAPL) reported stronger-than-expected results for its third quarter, driven by double-digit growth across its product categories. Apple's flagship product – the iPhone – fetched revenues of $39.57 billion or 48.6% of the total revenues. Apple shares, however, fell 0.9% to $145.42 in premarket trading.</li>\n <li>Analysts expect <b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b> (NASDAQ:FB) to post quarterly earnings at $3.02 per share on revenue of $27.82 billion after the closing bell. Facebook shares rose 1.8% to $374.39 in premarket trading.</li>\n <li><b>Alphabet Inc</b> (NASDAQ:GOOGL) reported better-than-expected results for its second quarter on Tuesday. Alphabet shares gained 4% to $2,744.00 in premarket trading.</li>\n</ul>\n<ul>\n <li>Analysts expect <b>Pfizer Inc.</b> (NYSE:PFE) to report quarterly earnings at $0.96 per share on revenue of $18.45 billion before the opening bell. Pfizer shares slipped 0.4% to $41.94 in premarket trading.</li>\n <li><b>Microsoft Corporation</b> (NASDAQ:MSFT) posted upbeat earnings for its fourth quarter on Tuesday. Microsoft shares gained 0.5% to $288.00 in premarket trading.</li>\n <li>Analysts are expecting <b>McDonald's Corp</b> (NYSE:MCD) to have earned $2.08 per share on revenue of $5.53 billion for the latest quarter. The company will release earnings before the markets open. McDonald's shares slipped 0.1% to $246.00 in after-hours trading.</li>\n <li><b>Starbucks Corporation</b> (NASDAQ:SBUX) reported better-than-expected results for its third quarter and raised its FY21 guidance. Starbucks shares, however, fell 2.4% to $123.07 in premarket trading.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克","PFE":"辉瑞","MCD":"麦当劳","BA":"波音","GOOGL":"谷歌A","AAPL":"苹果","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154405999","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Boeing Co (NYSE:BA) to report quarterly a loss at $0.72 per share on revenue of $17.78 billion before the opening bell. Boeing shares rose 0.6% to $223.65 in premarket trading.\nApple Inc (NASDAQ:AAPL) reported stronger-than-expected results for its third quarter, driven by double-digit growth across its product categories. Apple's flagship product – the iPhone – fetched revenues of $39.57 billion or 48.6% of the total revenues. Apple shares, however, fell 0.9% to $145.42 in premarket trading.\nAnalysts expect Facebook, Inc. (NASDAQ:FB) to post quarterly earnings at $3.02 per share on revenue of $27.82 billion after the closing bell. Facebook shares rose 1.8% to $374.39 in premarket trading.\nAlphabet Inc (NASDAQ:GOOGL) reported better-than-expected results for its second quarter on Tuesday. Alphabet shares gained 4% to $2,744.00 in premarket trading.\n\n\nAnalysts expect Pfizer Inc. (NYSE:PFE) to report quarterly earnings at $0.96 per share on revenue of $18.45 billion before the opening bell. Pfizer shares slipped 0.4% to $41.94 in premarket trading.\nMicrosoft Corporation (NASDAQ:MSFT) posted upbeat earnings for its fourth quarter on Tuesday. Microsoft shares gained 0.5% to $288.00 in premarket trading.\nAnalysts are expecting McDonald's Corp (NYSE:MCD) to have earned $2.08 per share on revenue of $5.53 billion for the latest quarter. The company will release earnings before the markets open. McDonald's shares slipped 0.1% to $246.00 in after-hours trading.\nStarbucks Corporation (NASDAQ:SBUX) reported better-than-expected results for its third quarter and raised its FY21 guidance. Starbucks shares, however, fell 2.4% to $123.07 in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890371624,"gmtCreate":1628085256268,"gmtModify":1703500944451,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890371624","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830342404,"gmtCreate":1629018788608,"gmtModify":1676529911888,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830342404","repostId":"1138705612","repostType":4,"repost":{"id":"1138705612","kind":"news","pubTimestamp":1628995730,"share":"https://ttm.financial/m/news/1138705612?lang=&edition=fundamental","pubTime":"2021-08-15 10:48","market":"us","language":"en","title":"AMD, Intel, And Nvidia: Which Is The Best Chip Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138705612","media":"seekingalpha","summary":"AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.This left ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.</li>\n <li>AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.</li>\n <li>Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&amp;D, marketing, and pricing.</li>\n <li>Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8f0aee0f3d10db76a1ee18fe604b40\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>Andy/iStock via Getty Images</span></p>\n<p>Intel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.</p>\n<p>This left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.</p>\n<p>AMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.</p>\n<p>However, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.</p>\n<p><b>The Ins And Outs of Intel</b></p>\n<p>An understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.</p>\n<p>Consequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.</p>\n<p>Gaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.</p>\n<p>Until fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.</p>\n<p>At the end of Q1, AMD held 19.30% of the x86 desktop&nbsp;market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5%&nbsp;market&nbsp;share in Q4 of 2019.</p>\n<p>Despite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU&nbsp;market.</p>\n<p>The company has an enormous R&amp;D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.</p>\n<p>Investors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.</p>\n<p>However, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.</p>\n<p>Intel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.</p>\n<p><b>An Overview of AMD</b></p>\n<p>In years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.</p>\n<p>However, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903df41d5400c9807ff487a75a7e5450\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331cd14b666f520a62d0746d5fadfa5b\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p>Like Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.</p>\n<p>AMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f8fbcab5da8a24d01d2b6408bd5686\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>AMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.</p>\n<p>In regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67a0fe74d986cf882623a8f39587d0d8\" tg-width=\"544\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Source:tom'sHARDWARE</span></p>\n<p>However, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.</p>\n<p>Although AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.</p>\n<p>Late last year,AMD entered intoa deal&nbsp;to acquire&nbsp;Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.</p>\n<p>The Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.</p>\n<p>AMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.</p>\n<p><b>A Survey of NVIDIA</b></p>\n<p>NVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.</p>\n<p>The chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb1d71f9df02f6c63907fe784b2fd8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Source:AMD Investor Presentation</span></p>\n<p>The firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.</p>\n<p>GPUs are being teamed with CPUs to&nbsp;enhance&nbsp;computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to&nbsp;autonomous&nbsp;vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud</p>\n<p>AI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.</p>\n<p>ARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.</p>\n<p>Perhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.</p>\n<p>Unfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p><b>Valuation Metrics</b></p>\n<p>The following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdeabcd2ea473601fbaaaa03235de77\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ chart by author</span></p>\n<p>Next, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/884fc2142d97afcc9e2308e50058dd45\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Chart by author</span></p>\n<p>Note that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.</p>\n<p>Perusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.</p>\n<p>Count me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.</p>\n<p>Do not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.</p>\n<p><b>=Advantage AMD</b></p>\n<p><b>Analysts’ Price Targets</b></p>\n<p>NVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.</p>\n<p>AMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.</p>\n<p>Intel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.</p>\n<p>Investors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.</p>\n<p><b>=Tie AMD/INTC</b></p>\n<p><b>Growth Rates</b></p>\n<p>The next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ae1b79b3731a985fc209e626ca4886\" tg-width=\"577\" tg-height=\"337\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ Chart by author</span></p>\n<p>While investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.</p>\n<p>Advanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.</p>\n<p><b>=Advantage AMD</b></p>\n<p>I considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.</p>\n<p>I often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.</p>\n<p><b>Debt Metrics</b></p>\n<p>NVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.</p>\n<p>AMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.</p>\n<p>Intel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.</p>\n<p>All three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.</p>\n<p><b>R&amp;D Budgets</b></p>\n<p>This is the first time I have&nbsp;compared&nbsp;the R&amp;D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.</p>\n<p>Last fiscal year, Intel devoted over $13.5 billion to R&amp;D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.</p>\n<p>AMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&amp;D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.</p>\n<p>I should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&amp;D budgets.</p>\n<p><b>=Advantage INTC</b></p>\n<p><b>Bottom Line: Which Is The Best Chip Stock?</b></p>\n<p>To arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.</p>\n<p>Because ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.</p>\n<p>The degree of success Intel finds as its&nbsp;planned&nbsp;foundries come online is another factor that should be weighed.</p>\n<p>A development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.</p>\n<p>On the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.</p>\n<p>While AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.</p>\n<p>However, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.</p>\n<p>With that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.</p>\n<p>I also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.</p>\n<p>I rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.</p>\n<p>For additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA&nbsp;contributor&nbsp;Keyanoush Razavidinani.</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>AMD, Intel, And Nvidia: Which Is The Best Chip Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD, Intel, And Nvidia: Which Is The Best Chip Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips ...</p>\n\n<a href=\"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138705612","content_text":"Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.\nEven so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.\nNvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.\n\nAndy/iStock via Getty Images\nIntel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.\nThis left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.\nAMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.\nHowever, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.\nThe Ins And Outs of Intel\nAn understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.\nConsequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.\nGaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.\nUntil fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.\nAt the end of Q1, AMD held 19.30% of the x86 desktop market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5% market share in Q4 of 2019.\nDespite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU market.\nThe company has an enormous R&D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.\nInvestors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.\nHowever, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.\nIntel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.\nAn Overview of AMD\nIn years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.\nHowever, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.\nSource:Q2 Earnings Presentation\nSource:Q2 Earnings Presentation\nLike Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.\nAMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.\nSource:Seeking Alpha\nAMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.\nIn regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.\nSource:tom'sHARDWARE\nHowever, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.\nAlthough AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.\nLate last year,AMD entered intoa deal to acquire Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.\nThe Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.\nAMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.\nA Survey of NVIDIA\nNVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.\nThe chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.\nSource:AMD Investor Presentation\nThe firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.\nGPUs are being teamed with CPUs to enhance computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to autonomous vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud\nAI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.\nARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.\nPerhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.\nUnfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.\nHead-To-Head Comparisons\nValuation Metrics\nThe following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.\nSource:Seeking Alpha Premium/ chart by author\nNext, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.\nChart by author\nNote that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.\nPerusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.\nCount me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.\nDo not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.\n=Advantage AMD\nAnalysts’ Price Targets\nNVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.\nAMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.\nIntel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.\nInvestors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.\n=Tie AMD/INTC\nGrowth Rates\nThe next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.\nSource:Seeking Alpha Premium/ Chart by author\nWhile investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.\nAdvanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.\n=Advantage AMD\nI considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.\nI often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.\nDebt Metrics\nNVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.\nAMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.\nIntel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.\nAll three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.\nR&D Budgets\nThis is the first time I have compared the R&D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.\nLast fiscal year, Intel devoted over $13.5 billion to R&D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.\nAMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.\nI should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&D budgets.\n=Advantage INTC\nBottom Line: Which Is The Best Chip Stock?\nTo arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.\nBecause ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.\nThe degree of success Intel finds as its planned foundries come online is another factor that should be weighed.\nA development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.\nOn the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.\nWhile AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.\nHowever, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.\nWith that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.\nI also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.\nI rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.\nFor additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA contributor Keyanoush Razavidinani.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880310962,"gmtCreate":1631018886056,"gmtModify":1676530443464,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/880310962","repostId":"1169993498","repostType":4,"repost":{"id":"1169993498","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631015740,"share":"https://ttm.financial/m/news/1169993498?lang=&edition=fundamental","pubTime":"2021-09-07 19:55","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1169993498","media":"Tiger Newspress","summary":"U.S. stock futureswere flat Tuesday.\nOn Wall Street, cyclical stocks are the best performers, led by","content":"<ul>\n <li>U.S. stock futureswere flat Tuesday.</li>\n <li>On Wall Street, cyclical stocks are the best performers, led by Financials. Info Tech,&nbsp;Communication Services and Energy are slightly lower.</li>\n <li>The dollar and Treasuries yields rose, gold and cryptos dropped.</li>\n <li>Bitcoin could be active today asit becomes legal tender in El Salvador and has gained the attention of the Reddit crowd.</li>\n</ul>\n<p>(Sept 7)&nbsp;European bourses dipped in the red and a rally in US equity futures which traded near all-time highs after the Labor Day holiday fizzled, as&nbsp; investors weighed China’s better-than-forecast&nbsp;trade data against the growing likelihood of fading central-bank support. S&amp;P500 futures traded fractionally in the green and Nasdaq 100 indexes slipped and equity gains in China and Japan were followed by losses in Europe as investors speculated the ECB may get ready to roll back stimulus. The dollar and Treasuries yields rose, gold and cryptos dropped.</p>\n<p>At 8:00 a.m. ET, Dow E-minis were up 33 points, or 0.09%, S&amp;P 500 E-minis were up 2.5 points, or 0.06% and Nasdaq 100 E-minis were up 2.75 points, or 0.02%.</p>\n<p><img src=\"https://static.tigerbbs.com/774e551b2ebb39de9eaeec90e5af95c9\" tg-width=\"1242\" tg-height=\"518\" referrerpolicy=\"no-referrer\"></p>\n<p>Tech gigacaps such as Microsoft, Amazon.com and Facebook eased about 0.2% each, while Apple and Google were slightly higher.</p>\n<p>Tracking benchmark bond yields higher, banks including Wells Fargo, Goldman Sachs, Citigroup and JP Morgan rose between 0.4% and 0.5%.</p>\n<p>Among meme stocks, IronNet more than doubled in value in premarket trading after the cybersecurity company was touted on Reddit and StockTwits.&nbsp;</p>\n<p>Chinese technology stocks listed in the U.S. rose premarket, amid surprisingly strong trade data (see below), renewed demand for technology shares, the lack of new regulatory announcements and Tencent’s plans to buy back more shares. Alibaba (BABA) was up 2.35% and Didi (DIDI) gained 2.55%, while Baidu (BIDU) gains 3.33%.</p>\n<p><img src=\"https://static.tigerbbs.com/f7d4a60cfccf02d72f36227e0e14cd3e\" tg-width=\"274\" tg-height=\"716\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<ul>\n <li>Alcoa (AA) shares rise 2.9%&nbsp;premarket, catching up with the jump in aluminum prices seen on Monday when U.S. markets were closed.</li>\n <li>Farfetch (FTCH) drops 0.7% after Arete downgraded the stock to sell, citing China risks along with a drag to gross margin from Tmall fees.</li>\n <li>Columbia Property Trust Inc (CXP) jumped 15.8% after Pacific Investment Management Company said it would buy the company for $2.2 billion.</li>\n <li>InflaRx (IFRX) shares rally 23% after it was among the companies awarded grants in Germany for Covid-19 drug development.</li>\n <li>IronNet (IRNT) shares soar 106% with the stock being touted on Reddit and StockTwits.</li>\n <li>Match Group (MTCH) surges 14% on being named to the S&amp;P 500 Index.</li>\n <li>Moderna (MRNA) declines 1.6% after report that Japan’s health ministry said that a man in his 40s died after receiving the biotech’s Covid-19 vaccine from production lots that are being recalled due to possible contamination</li>\n <li>Vertex Pharmaceuticals fell 1.8% in early New York trading after Morgan Stanley cut its stock recommendation to underweight.</li>\n</ul>\n<p>The world’s biggest economy remains “in good health” despite a recent increase in Covid-19 infections, according to Mark Haefele, chief investment officer at UBS Global Wealth. “This will support stocks, in our view, especially in cyclical industries like energy and financials,” Haefele said. “We continue to advise investors to position for reopening and recovery.”</p>\n<p>Another thing that supports stocks is that the market is no longer expecting a Fed announcement about tapering in September, Esty Dwek, a global market strategist at Natixis Investment Managers, told Bloomberg Television. “Tapering doesn’t matter that much for markets. It’s priced in, it’s expected. But the reality is that interest rate hikes matter.” Justifying this view wasGoldman's latest GDP forecast cuton Monday, its third in the past month, which saw the bank trim its full-year 2021 GDP forecast to 5.7% from 6.0%.</p>\n<p><img src=\"https://static.tigerbbs.com/858faccbc6f7fdcbcba5f727c38900c2\" tg-width=\"952\" tg-height=\"625\" width=\"100%\" height=\"auto\">The S&amp;P 500 and the Nasdaq have gained around 1.5% each since Aug. 27 following dovish commentary from Fed Chair Jerome Powell at the Jackson Hole Symposium where he again said that a stable job market was an essential goal for the central bank to start pulling back monetary support.</p>\n<p>Optimism that the Fed will delay tapering was offset by concerns that the ECB could turn hawkish at its meeting this week: “There is a growing expectation that the European Central Bank could start talking about tapering its bond purchases sooner rather than later,”&nbsp;Ipek Ozkardeskaya, a senior analyst at Swissquote Group Holdings, wrote in a note. “The ECB hawks who have been in a retreat for the past year won’t stay quiet for longer facing the rising inflation threat.”</p>\n<p>Asian stocks climbed, driven by Japanese shares<b>that extended a rally after the prime minister’s resignation announcement and a surge in Hong Kong-traded tech names.</b>The MSCI Asia Pacific Index advanced as much as 0.5%, led by the communication-services and consumer-discretionary sectors. Japan’s Nikkei 225 Stock Average briefly broke above the 30,000 level for the first time since April as a reshuffle of the blue-chip gauge added to optimism stoked by potential policy changes that could come under a new national leader. Japanese Finance Minister Aso said<b>they will consider compiling a budget with focus on digital, environmental policies, regional economies and ageing population.</b>Furthermore, he doubts if Japan's finances would risk a weaker JPY and inflation, while he suggested it would be good for the next PM to boost government revenue and restrain spending (yes, he really said that).</p>\n<p>Adding to the good news was the report that Chinese export growth unexpectedly surged in August, allaying concerns the pandemic is delaying economic reopening and creating supply-chain bottlenecks. China's exports accelerated to 25.6% yoy in August, a sequential rebound of 3.3% in August vs. -0.3% in July. Imports rose 33.1% yoy in August, and grew 2.1% mom sa non-annualized in August (vs. -6.4% in July). Both exports and imports surprised to the upside despite the disruptions to operations at Ningbo port in August due to the local outbreak. Monthly trade surplus rose to $58.3bn in August.</p>\n<p><img src=\"https://static.tigerbbs.com/eaa2b6673ab863a92d8ad2a5cbb10328\" tg-width=\"575\" tg-height=\"369\" width=\"100%\" height=\"auto\"><b>In FX,</b> the Bloomberg Dollar Spot Index erased losses as a rally in regional equities stalled and the greenback traded mixed versus its Group-of-10 peers, though most moves were relatively small.<b>Australia’s dollar was the worst G-10 performer as it reversed an earlier gain after the central bank said it will maintain its debt purchases until at least-mid February,</b>instead of an earlier target of November this year. Ten of 16 economists surveyed by Bloomberg had expected the RBA to defer scaling back quantitative easing. The central bank held its cash rate at 0.1% at the meeting. The euro was little changed, shrugging off data that showed investor confidence in the German economy declining for a fourth month amid worsening infection rates and global supply disruptions. The pound hovered ahead of U.K. Prime Minister Boris Johnson announcing a long-awaited plan to reform social care. If the “key interest rate does rise in the next year or so, it’s likely that any rise would be relatively limited,” Bank of England policy maker Michael Saunders said in a speech on Tuesday. Japanese government bond futures rose after a smooth auction of 30-year debt soothed sentiment toward the nation’s debt market. The yen traded in a narrow range.<b>Emerging-market currencies weakened for the first time in three days as the dollar climbed along with U.S. yields.</b>Higher-yielding currencies, including the South African rand and Russian ruble, led declines after outperforming peers last week on expectations for continuing monetary support from the Federal Reserve.</p>\n<p><b>In rates, </b>Treasury yields were cheaper by up to 4bp across 7- to 20-year sectors,<b>with 10-year yields sit around 1.36%, mildly outperforming bunds while gilts trade slightly richer.</b>Treasuries were pressured lower with losses led by intermediates out to long-end ahead of this week’s supply, which kicks off Tuesday with $58b 3-year note sale.&nbsp; Mild risk-on in Asia spurred by China trade data beat saw stocks close higher and Treasuries trade heavy, adding to auction concessions. U.S. auction cycle includes 10- and 30-year offerings Wednesday and Thursday. Peripheral spreads have a marginal tightening bias to core; Spain underperformed slightly with focus today on issuance of the sovereign’s inaugural green bond.</p>\n<p>In commodities, crude futures drift within Monday’s trading range. WTI hovers near $69. Brent near $72.50. Spot gold drops ~$10 to trade near $1,813/oz. LME copper underperforms peers with a 1% decline.</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>Toplines Before US Market Open on Tuesday</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\">\nToplines Before US Market Open on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-07 19:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>U.S. stock futureswere flat Tuesday.</li>\n <li>On Wall Street, cyclical stocks are the best performers, led by Financials. Info Tech,&nbsp;Communication Services and Energy are slightly lower.</li>\n <li>The dollar and Treasuries yields rose, gold and cryptos dropped.</li>\n <li>Bitcoin could be active today asit becomes legal tender in El Salvador and has gained the attention of the Reddit crowd.</li>\n</ul>\n<p>(Sept 7)&nbsp;European bourses dipped in the red and a rally in US equity futures which traded near all-time highs after the Labor Day holiday fizzled, as&nbsp; investors weighed China’s better-than-forecast&nbsp;trade data against the growing likelihood of fading central-bank support. S&amp;P500 futures traded fractionally in the green and Nasdaq 100 indexes slipped and equity gains in China and Japan were followed by losses in Europe as investors speculated the ECB may get ready to roll back stimulus. The dollar and Treasuries yields rose, gold and cryptos dropped.</p>\n<p>At 8:00 a.m. ET, Dow E-minis were up 33 points, or 0.09%, S&amp;P 500 E-minis were up 2.5 points, or 0.06% and Nasdaq 100 E-minis were up 2.75 points, or 0.02%.</p>\n<p><img src=\"https://static.tigerbbs.com/774e551b2ebb39de9eaeec90e5af95c9\" tg-width=\"1242\" tg-height=\"518\" referrerpolicy=\"no-referrer\"></p>\n<p>Tech gigacaps such as Microsoft, Amazon.com and Facebook eased about 0.2% each, while Apple and Google were slightly higher.</p>\n<p>Tracking benchmark bond yields higher, banks including Wells Fargo, Goldman Sachs, Citigroup and JP Morgan rose between 0.4% and 0.5%.</p>\n<p>Among meme stocks, IronNet more than doubled in value in premarket trading after the cybersecurity company was touted on Reddit and StockTwits.&nbsp;</p>\n<p>Chinese technology stocks listed in the U.S. rose premarket, amid surprisingly strong trade data (see below), renewed demand for technology shares, the lack of new regulatory announcements and Tencent’s plans to buy back more shares. Alibaba (BABA) was up 2.35% and Didi (DIDI) gained 2.55%, while Baidu (BIDU) gains 3.33%.</p>\n<p><img src=\"https://static.tigerbbs.com/f7d4a60cfccf02d72f36227e0e14cd3e\" tg-width=\"274\" tg-height=\"716\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<ul>\n <li>Alcoa (AA) shares rise 2.9%&nbsp;premarket, catching up with the jump in aluminum prices seen on Monday when U.S. markets were closed.</li>\n <li>Farfetch (FTCH) drops 0.7% after Arete downgraded the stock to sell, citing China risks along with a drag to gross margin from Tmall fees.</li>\n <li>Columbia Property Trust Inc (CXP) jumped 15.8% after Pacific Investment Management Company said it would buy the company for $2.2 billion.</li>\n <li>InflaRx (IFRX) shares rally 23% after it was among the companies awarded grants in Germany for Covid-19 drug development.</li>\n <li>IronNet (IRNT) shares soar 106% with the stock being touted on Reddit and StockTwits.</li>\n <li>Match Group (MTCH) surges 14% on being named to the S&amp;P 500 Index.</li>\n <li>Moderna (MRNA) declines 1.6% after report that Japan’s health ministry said that a man in his 40s died after receiving the biotech’s Covid-19 vaccine from production lots that are being recalled due to possible contamination</li>\n <li>Vertex Pharmaceuticals fell 1.8% in early New York trading after Morgan Stanley cut its stock recommendation to underweight.</li>\n</ul>\n<p>The world’s biggest economy remains “in good health” despite a recent increase in Covid-19 infections, according to Mark Haefele, chief investment officer at UBS Global Wealth. “This will support stocks, in our view, especially in cyclical industries like energy and financials,” Haefele said. “We continue to advise investors to position for reopening and recovery.”</p>\n<p>Another thing that supports stocks is that the market is no longer expecting a Fed announcement about tapering in September, Esty Dwek, a global market strategist at Natixis Investment Managers, told Bloomberg Television. “Tapering doesn’t matter that much for markets. It’s priced in, it’s expected. But the reality is that interest rate hikes matter.” Justifying this view wasGoldman's latest GDP forecast cuton Monday, its third in the past month, which saw the bank trim its full-year 2021 GDP forecast to 5.7% from 6.0%.</p>\n<p><img src=\"https://static.tigerbbs.com/858faccbc6f7fdcbcba5f727c38900c2\" tg-width=\"952\" tg-height=\"625\" width=\"100%\" height=\"auto\">The S&amp;P 500 and the Nasdaq have gained around 1.5% each since Aug. 27 following dovish commentary from Fed Chair Jerome Powell at the Jackson Hole Symposium where he again said that a stable job market was an essential goal for the central bank to start pulling back monetary support.</p>\n<p>Optimism that the Fed will delay tapering was offset by concerns that the ECB could turn hawkish at its meeting this week: “There is a growing expectation that the European Central Bank could start talking about tapering its bond purchases sooner rather than later,”&nbsp;Ipek Ozkardeskaya, a senior analyst at Swissquote Group Holdings, wrote in a note. “The ECB hawks who have been in a retreat for the past year won’t stay quiet for longer facing the rising inflation threat.”</p>\n<p>Asian stocks climbed, driven by Japanese shares<b>that extended a rally after the prime minister’s resignation announcement and a surge in Hong Kong-traded tech names.</b>The MSCI Asia Pacific Index advanced as much as 0.5%, led by the communication-services and consumer-discretionary sectors. Japan’s Nikkei 225 Stock Average briefly broke above the 30,000 level for the first time since April as a reshuffle of the blue-chip gauge added to optimism stoked by potential policy changes that could come under a new national leader. Japanese Finance Minister Aso said<b>they will consider compiling a budget with focus on digital, environmental policies, regional economies and ageing population.</b>Furthermore, he doubts if Japan's finances would risk a weaker JPY and inflation, while he suggested it would be good for the next PM to boost government revenue and restrain spending (yes, he really said that).</p>\n<p>Adding to the good news was the report that Chinese export growth unexpectedly surged in August, allaying concerns the pandemic is delaying economic reopening and creating supply-chain bottlenecks. China's exports accelerated to 25.6% yoy in August, a sequential rebound of 3.3% in August vs. -0.3% in July. Imports rose 33.1% yoy in August, and grew 2.1% mom sa non-annualized in August (vs. -6.4% in July). Both exports and imports surprised to the upside despite the disruptions to operations at Ningbo port in August due to the local outbreak. Monthly trade surplus rose to $58.3bn in August.</p>\n<p><img src=\"https://static.tigerbbs.com/eaa2b6673ab863a92d8ad2a5cbb10328\" tg-width=\"575\" tg-height=\"369\" width=\"100%\" height=\"auto\"><b>In FX,</b> the Bloomberg Dollar Spot Index erased losses as a rally in regional equities stalled and the greenback traded mixed versus its Group-of-10 peers, though most moves were relatively small.<b>Australia’s dollar was the worst G-10 performer as it reversed an earlier gain after the central bank said it will maintain its debt purchases until at least-mid February,</b>instead of an earlier target of November this year. Ten of 16 economists surveyed by Bloomberg had expected the RBA to defer scaling back quantitative easing. The central bank held its cash rate at 0.1% at the meeting. The euro was little changed, shrugging off data that showed investor confidence in the German economy declining for a fourth month amid worsening infection rates and global supply disruptions. The pound hovered ahead of U.K. Prime Minister Boris Johnson announcing a long-awaited plan to reform social care. If the “key interest rate does rise in the next year or so, it’s likely that any rise would be relatively limited,” Bank of England policy maker Michael Saunders said in a speech on Tuesday. Japanese government bond futures rose after a smooth auction of 30-year debt soothed sentiment toward the nation’s debt market. The yen traded in a narrow range.<b>Emerging-market currencies weakened for the first time in three days as the dollar climbed along with U.S. yields.</b>Higher-yielding currencies, including the South African rand and Russian ruble, led declines after outperforming peers last week on expectations for continuing monetary support from the Federal Reserve.</p>\n<p><b>In rates, </b>Treasury yields were cheaper by up to 4bp across 7- to 20-year sectors,<b>with 10-year yields sit around 1.36%, mildly outperforming bunds while gilts trade slightly richer.</b>Treasuries were pressured lower with losses led by intermediates out to long-end ahead of this week’s supply, which kicks off Tuesday with $58b 3-year note sale.&nbsp; Mild risk-on in Asia spurred by China trade data beat saw stocks close higher and Treasuries trade heavy, adding to auction concessions. U.S. auction cycle includes 10- and 30-year offerings Wednesday and Thursday. Peripheral spreads have a marginal tightening bias to core; Spain underperformed slightly with focus today on issuance of the sovereign’s inaugural green bond.</p>\n<p>In commodities, crude futures drift within Monday’s trading range. WTI hovers near $69. Brent near $72.50. Spot gold drops ~$10 to trade near $1,813/oz. LME copper underperforms peers with a 1% decline.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169993498","content_text":"U.S. stock futureswere flat Tuesday.\nOn Wall Street, cyclical stocks are the best performers, led by Financials. Info Tech, Communication Services and Energy are slightly lower.\nThe dollar and Treasuries yields rose, gold and cryptos dropped.\nBitcoin could be active today asit becomes legal tender in El Salvador and has gained the attention of the Reddit crowd.\n\n(Sept 7) European bourses dipped in the red and a rally in US equity futures which traded near all-time highs after the Labor Day holiday fizzled, as  investors weighed China’s better-than-forecast trade data against the growing likelihood of fading central-bank support. S&P500 futures traded fractionally in the green and Nasdaq 100 indexes slipped and equity gains in China and Japan were followed by losses in Europe as investors speculated the ECB may get ready to roll back stimulus. The dollar and Treasuries yields rose, gold and cryptos dropped.\nAt 8:00 a.m. ET, Dow E-minis were up 33 points, or 0.09%, S&P 500 E-minis were up 2.5 points, or 0.06% and Nasdaq 100 E-minis were up 2.75 points, or 0.02%.\n\nTech gigacaps such as Microsoft, Amazon.com and Facebook eased about 0.2% each, while Apple and Google were slightly higher.\nTracking benchmark bond yields higher, banks including Wells Fargo, Goldman Sachs, Citigroup and JP Morgan rose between 0.4% and 0.5%.\nAmong meme stocks, IronNet more than doubled in value in premarket trading after the cybersecurity company was touted on Reddit and StockTwits. \nChinese technology stocks listed in the U.S. rose premarket, amid surprisingly strong trade data (see below), renewed demand for technology shares, the lack of new regulatory announcements and Tencent’s plans to buy back more shares. Alibaba (BABA) was up 2.35% and Didi (DIDI) gained 2.55%, while Baidu (BIDU) gains 3.33%.\n\nStocks making the biggest moves premarket:\n\nAlcoa (AA) shares rise 2.9% premarket, catching up with the jump in aluminum prices seen on Monday when U.S. markets were closed.\nFarfetch (FTCH) drops 0.7% after Arete downgraded the stock to sell, citing China risks along with a drag to gross margin from Tmall fees.\nColumbia Property Trust Inc (CXP) jumped 15.8% after Pacific Investment Management Company said it would buy the company for $2.2 billion.\nInflaRx (IFRX) shares rally 23% after it was among the companies awarded grants in Germany for Covid-19 drug development.\nIronNet (IRNT) shares soar 106% with the stock being touted on Reddit and StockTwits.\nMatch Group (MTCH) surges 14% on being named to the S&P 500 Index.\nModerna (MRNA) declines 1.6% after report that Japan’s health ministry said that a man in his 40s died after receiving the biotech’s Covid-19 vaccine from production lots that are being recalled due to possible contamination\nVertex Pharmaceuticals fell 1.8% in early New York trading after Morgan Stanley cut its stock recommendation to underweight.\n\nThe world’s biggest economy remains “in good health” despite a recent increase in Covid-19 infections, according to Mark Haefele, chief investment officer at UBS Global Wealth. “This will support stocks, in our view, especially in cyclical industries like energy and financials,” Haefele said. “We continue to advise investors to position for reopening and recovery.”\nAnother thing that supports stocks is that the market is no longer expecting a Fed announcement about tapering in September, Esty Dwek, a global market strategist at Natixis Investment Managers, told Bloomberg Television. “Tapering doesn’t matter that much for markets. It’s priced in, it’s expected. But the reality is that interest rate hikes matter.” Justifying this view wasGoldman's latest GDP forecast cuton Monday, its third in the past month, which saw the bank trim its full-year 2021 GDP forecast to 5.7% from 6.0%.\nThe S&P 500 and the Nasdaq have gained around 1.5% each since Aug. 27 following dovish commentary from Fed Chair Jerome Powell at the Jackson Hole Symposium where he again said that a stable job market was an essential goal for the central bank to start pulling back monetary support.\nOptimism that the Fed will delay tapering was offset by concerns that the ECB could turn hawkish at its meeting this week: “There is a growing expectation that the European Central Bank could start talking about tapering its bond purchases sooner rather than later,” Ipek Ozkardeskaya, a senior analyst at Swissquote Group Holdings, wrote in a note. “The ECB hawks who have been in a retreat for the past year won’t stay quiet for longer facing the rising inflation threat.”\nAsian stocks climbed, driven by Japanese sharesthat extended a rally after the prime minister’s resignation announcement and a surge in Hong Kong-traded tech names.The MSCI Asia Pacific Index advanced as much as 0.5%, led by the communication-services and consumer-discretionary sectors. Japan’s Nikkei 225 Stock Average briefly broke above the 30,000 level for the first time since April as a reshuffle of the blue-chip gauge added to optimism stoked by potential policy changes that could come under a new national leader. Japanese Finance Minister Aso saidthey will consider compiling a budget with focus on digital, environmental policies, regional economies and ageing population.Furthermore, he doubts if Japan's finances would risk a weaker JPY and inflation, while he suggested it would be good for the next PM to boost government revenue and restrain spending (yes, he really said that).\nAdding to the good news was the report that Chinese export growth unexpectedly surged in August, allaying concerns the pandemic is delaying economic reopening and creating supply-chain bottlenecks. China's exports accelerated to 25.6% yoy in August, a sequential rebound of 3.3% in August vs. -0.3% in July. Imports rose 33.1% yoy in August, and grew 2.1% mom sa non-annualized in August (vs. -6.4% in July). Both exports and imports surprised to the upside despite the disruptions to operations at Ningbo port in August due to the local outbreak. Monthly trade surplus rose to $58.3bn in August.\nIn FX, the Bloomberg Dollar Spot Index erased losses as a rally in regional equities stalled and the greenback traded mixed versus its Group-of-10 peers, though most moves were relatively small.Australia’s dollar was the worst G-10 performer as it reversed an earlier gain after the central bank said it will maintain its debt purchases until at least-mid February,instead of an earlier target of November this year. Ten of 16 economists surveyed by Bloomberg had expected the RBA to defer scaling back quantitative easing. The central bank held its cash rate at 0.1% at the meeting. The euro was little changed, shrugging off data that showed investor confidence in the German economy declining for a fourth month amid worsening infection rates and global supply disruptions. The pound hovered ahead of U.K. Prime Minister Boris Johnson announcing a long-awaited plan to reform social care. If the “key interest rate does rise in the next year or so, it’s likely that any rise would be relatively limited,” Bank of England policy maker Michael Saunders said in a speech on Tuesday. Japanese government bond futures rose after a smooth auction of 30-year debt soothed sentiment toward the nation’s debt market. The yen traded in a narrow range.Emerging-market currencies weakened for the first time in three days as the dollar climbed along with U.S. yields.Higher-yielding currencies, including the South African rand and Russian ruble, led declines after outperforming peers last week on expectations for continuing monetary support from the Federal Reserve.\nIn rates, Treasury yields were cheaper by up to 4bp across 7- to 20-year sectors,with 10-year yields sit around 1.36%, mildly outperforming bunds while gilts trade slightly richer.Treasuries were pressured lower with losses led by intermediates out to long-end ahead of this week’s supply, which kicks off Tuesday with $58b 3-year note sale.  Mild risk-on in Asia spurred by China trade data beat saw stocks close higher and Treasuries trade heavy, adding to auction concessions. U.S. auction cycle includes 10- and 30-year offerings Wednesday and Thursday. Peripheral spreads have a marginal tightening bias to core; Spain underperformed slightly with focus today on issuance of the sovereign’s inaugural green bond.\nIn commodities, crude futures drift within Monday’s trading range. WTI hovers near $69. Brent near $72.50. Spot gold drops ~$10 to trade near $1,813/oz. LME copper underperforms peers with a 1% decline.","news_type":1},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817724024,"gmtCreate":1630990822168,"gmtModify":1676530436656,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817724024","repostId":"2165880909","repostType":4,"repost":{"id":"2165880909","kind":"highlight","pubTimestamp":1630973976,"share":"https://ttm.financial/m/news/2165880909?lang=&edition=fundamental","pubTime":"2021-09-07 08:19","market":"us","language":"en","title":"These are the most important things to check on a stock's quote page before deciding whether to buy or sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2165880909","media":"MarketWatch","summary":"Become a smarter investor by knowing these secrets\nMiramax/Courtesy Everett Collection\nThere's a lot","content":"<p>Become a smarter investor by knowing these secrets</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bd10c4b54d3dae1621221f7903db5c0\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"><span>Miramax/Courtesy Everett Collection</span></p>\n<p>There's a lot more investors can glean from a MarketWatch stock quote page than just the price and the change from the previous session. In fact, price may be one of the least useful research data available.</p>\n<p>Of course, you may want to know what is driving a big change in the stock price. Type a company's ticker symbol or name into the search field on MarketWatch.com to get the stock page (also called a ticker page) and look under the \"overview\" tab for reports from MarketWatch and other Dow Jones publication as well as company news releases and reports from some other contributors.</p>\n<p>But to become a smarter investor, you need to look at both the stock price and the underlying metrics used to evaluate a company and stock against both peers and over time.</p>\n<p>One way to do that is by using an \"advanced\" or \"interactive\" chart, which can be found on the MarketWatch quote page. The charts can extend the time viewed to more than 10 years, and can overlay, or provide in a lower chart, a number of technical or fundamental metrics. It also lets you compare the moves to other stocks and indexes.</p>\n<p><b>Here are 10 things more important than price that are available to investors, listed in alphabetical order:</b></p>\n<p><b>52-week high and low</b></p>\n<p>A stock's 52-week high or low is a price range that helps an investor see where the stock is trading relative to how it has traded over the past year. It can be found under the \"overview\" tab in a quote page.</p>\n<p>Although some might view a stock trading closer to its low over the past year as relatively cheap, Art Hogan, chief market strategist at National Securities Corp., said he would prefer to invest in a stock that is trading closer to its 52-week high than its 52-week low.</p>\n<p>\"I'm not looking at what the market is getting wrong, I'm looking at what the market is getting right,\" Hogan said. \"It's near its high for a reason.\"</p>\n<p><b>Analysts' estimates for EPS and revenue</b></p>\n<p>Michael O'Rourke, chief market strategist at JonesTrading, likes to check the change in analyst expectations for full-year earnings per share and revenue, as that can provide a view on how Wall Street perceives the underlying strength of a company's business.</p>\n<p>Those and more can be found under the \"analyst estimates\" tab on a quote page.</p>\n<p>A look at the yearly numbers shows the EPS estimates for the current year as well as for the next two years, as compiled by FactSet, in both table form and as a chart. The page also shows how what a company reported on a quarterly basis compared with the average analyst EPS estimate, overall analyst ratings of a company and how the ratings have changed over the past three months, and the average stock price target and notable changes in ratings and targets.</p>\n<p>For example, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc.'s (FB) full-year EPS was expected to keep growing at a steady rate as of the start of the third quarter of 2021, and its reported quarterly EPS beat expectations in the previous four quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50656942d689198af3b07d9daf23f6aa\" tg-width=\"699\" tg-height=\"517\" referrerpolicy=\"no-referrer\"><span>Facebook Inc. MARKETWATCH</span></p>\n<p><b>Competitors</b></p>\n<p>It's smart to compare a company's financial performance against its competitors when assessing its financial performance. Scroll to the bottom of the \"overview\" page to find that list -- companies in the same business and in some cases others in a similar broadly defined sector and within the same market-capitalization tier.</p>\n<p><b>Dividend yield</b></p>\n<p>Also on the \"overview\" page is the dividend yield, or the annual dividend rate per share divided by the stock price. It is best viewed relative to a company's peers, the broader stock market and the yield on the 10-year Treasury note.</p>\n<p>For example, Microsoft Corp.'s&nbsp;dividend yield as of the end of August 2021 was a little over half that of the S&amp;P 500 and the 10-year Treasury yield. However, the yield is above that of Apple Inc., the only other company with a larger market cap, and above the yield of the SPDR Technology Select Sector exchange-traded fund.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd61d5b4cd852aa306853f533c4ce6e9\" tg-width=\"700\" tg-height=\"253\" referrerpolicy=\"no-referrer\"><span>MARKETWATCH, BIGCHARTS</span></p>\n<p>To see if the company has consistently paid a regular dividend, select \"dividend\" under the \"events\" tab.</p>\n<p><b>Free cash flow</b></p>\n<p>Free cash flow is the cash generated from operations after expenses and capital investments. The more cash available to a company, the more it can spend to expand. It can be found under the \"financials\" tab, then click on the secondary \"cash flow\" tab.</p>\n<p>How free cash flow changes over time is useful in judging the current strength of a company's business and its potential for growth, said Paul Nolte, portfolio manager at Kingsview Investment Management.</p>\n<p>The MarketWatch quote page provides a scale to see the change in free cash flow on an annual basis over the past five years or over the past five quarters.</p>\n<p>For example, free cash flow&nbsp;was a key metric analysts used to evaluate General Electric Co., as the company recovered from years of financial distress. The quote page shows how FCF turned positive in 2019 after being negative the previous three years and that it stayed positive in 2020.</p>\n<p><b>Gross profit margin</b></p>\n<p>Gross profit margin, and the change over time, is another important measure of a company's profitability. That can be found under the \"financials\" tab on a quote page.</p>\n<p>Gross profit margin is calculated by dividing gross income -- sales minus cost of goods sold (COGS) -- by sales. It should be viewed over time and relative to its peers.</p>\n<p>For example, the year-over-year growth rate for Microsoft's revenue has been higher than the COGS growth rate the past four years, which indicates that gross profit margin has improved in each of the past four years.</p>\n<p>Microsoft's 2020 gross profit margin also was more than double the S&amp;P 500's implied gross profit margin and nearly double that of Apple and Amazon.com Inc.</p>\n<p><b>P/E ratio</b></p>\n<p>The price-to-earnings ratio, or P/E ratio, is one of the favorite metrics of JonesTrading's O'Rourke. It is the price of the stock divided by earnings per share, gives investors a way to see what they're paying for each $1 on a company's bottom line, and to compare that cost over time and with a company's peers.</p>\n<p>To find it, click on the \"profile\" tab in a stock's quote page.</p>\n<p>For example, Google parent Alphabet Inc.'s stock&nbsp;(GOOGL) may at first glance appear to be a bit rich, given that it has advanced at triple the pace of an already booming S&amp;P 500 through the first eight months of 2021.</p>\n<p>In terms of P/E, Alphabet's could make the stock appear expensive, since it was about 6 percentage points above the implied P/E ratio for the S&amp;P 500.</p>\n<p>But despite the big gain in the stock price, Alphabet's P/E had declined by more than 2 percentage points since the end of 2020 as earnings have increased at a faster rate than price. Looking at it compared against other technology companies, it was several percentage points below Microsoft's and a little more than half that of Amazon's but a little above Apple's P/E.</p>\n<p>To chart the P/E, go to \"advanced chart\" and then within the \"lower charts\" pull-down menu, select \"P/E Ratio.\"</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/682c2646575b0581fe07d3602cc41cee\" tg-width=\"700\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><span>MARKETWATCH, BIGCHARTS</span></p>\n<p><b>Price-to-sales ratio</b></p>\n<p>Price relative to sales is similar to the P/E ratio, but because it is based on the top line rather than earnings per share, the ratio can't be influenced by a change in the number of shares outstanding from share repurchases.</p>\n<p>\"The higher you go up on the income statement, the harder it is [for a company] to mess around,\" said Kingsview's Nolte.</p>\n<p><b>Return on invested capital</b></p>\n<p>Return on invested capital is calculated by dividing net operating profit, after tax, by invested capital. It's way to judge how well a company's management allocates capital to generate a return. That can be found under the \"profile\" tab on a quote page.</p>\n<p>For example, Apple's ROIC was a few percentage points above the S&amp;P 500's performance over the past 12 months, and nearly triple that of the 10-year Treasury yield.</p>\n<p>\"One of the most important [metrics I look at] is return on invested capital,\" National Securities' Hogan said. \"Anything more than 15% is spectacular.</p>\n<p><b>Short interest as a percent of float</b></p>\n<p>Short interest is the number of shares that have been bet by investors that the stock price will decline, while the percent of float is short interest divided by the number of shares publicly available for trade. That can be found under the \"overview\" tab.</p>\n<p>Short interest is a good way to gauge overall investors sentiment in a stock. It is often used as a contrarian indicator; the more short interest there is, the more shares that will have to be purchased to cover those shorts if prices rise enough for bears to abandon their bets or fall enough for bears to take profits.</p>\n<p>So a stock with a high relative short interest ratio and that is trading close to its 52-week high may have more potential for gains than a stock with a low short interest ratio trading near its 52-week low.</p>\n<p>There is also the potential of a \"short squeeze,\" for heavily shorted stocks, which include meme stocks AMC Entertainment Holdings Inc.&nbsp;and GameStop Corp.</p>\n<p><b>Keep going</b></p>\n<p>There is a lot more on stock quote pages that can be very helpful in sizing up a company:</p>\n<ul>\n <li>Board of directors, under the “profile” tab, gives a quick view of people making decisions for the company.</li>\n <li>Look at liquidity ratios, also under the “profile” tab. The current ratio is a measure of a company’s ability to pay short-term debt obligations; the quick ratio, also known as the acid-test ratio, provides a look at assets easily convertible to cash; and the cash ratio depicts a company’s ability to use available cash to pay off short-term debt.</li>\n <li>Charts, under the “charts” tab, provide an easy way to gauge a stock’s performance over time. The charts allow investors to change the frequency and type of display, while adding many technical studies such as moving averages, relative strength, volume and news density.</li>\n <li>The “financials” tab includes a look at the income statement and balance sheet over a five-year period. It also provides a list of a companies filings with the Securities and Exchange Commission.</li>\n <li>A list of tradable stock option contracts can be found under the “options” tab, with all available maturities and strike prices, and prices for both bullish “call” options and bearish “put” options.</li>\n <li>Employee data under the “profile” tab includes the number of employees, revenue per employee and income per employee.</li>\n <li>Multiple valuation measures are under the “profile” tab, such as total debt to enterprise value, enterprise value to sales, price to Ebitda (earnings before interest, taxes, depreciation and amortization), price to book ratio and price to cash flow ratio.</li>\n <li>The most recent insider transactions are under the “profile” tab.</li>\n</ul>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These are the most important things to check on a stock's quote page before deciding whether to buy or sell</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\">\nThese are the most important things to check on a stock's quote page before deciding whether to buy or sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/these-are-the-most-important-things-to-check-on-a-stocks-quote-page-before-deciding-whether-to-buy-or-sell-11630783155?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Become a smarter investor by knowing these secrets\nMiramax/Courtesy Everett Collection\nThere's a lot more investors can glean from a MarketWatch stock quote page than just the price and the change ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-are-the-most-important-things-to-check-on-a-stocks-quote-page-before-deciding-whether-to-buy-or-sell-11630783155?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","AMZN":"亚马逊",".SPX":"S&P 500 Index","GME":"游戏驿站","AMC":"AMC院线","TSLA":"特斯拉","AAPL":"苹果",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/these-are-the-most-important-things-to-check-on-a-stocks-quote-page-before-deciding-whether-to-buy-or-sell-11630783155?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165880909","content_text":"Become a smarter investor by knowing these secrets\nMiramax/Courtesy Everett Collection\nThere's a lot more investors can glean from a MarketWatch stock quote page than just the price and the change from the previous session. In fact, price may be one of the least useful research data available.\nOf course, you may want to know what is driving a big change in the stock price. Type a company's ticker symbol or name into the search field on MarketWatch.com to get the stock page (also called a ticker page) and look under the \"overview\" tab for reports from MarketWatch and other Dow Jones publication as well as company news releases and reports from some other contributors.\nBut to become a smarter investor, you need to look at both the stock price and the underlying metrics used to evaluate a company and stock against both peers and over time.\nOne way to do that is by using an \"advanced\" or \"interactive\" chart, which can be found on the MarketWatch quote page. The charts can extend the time viewed to more than 10 years, and can overlay, or provide in a lower chart, a number of technical or fundamental metrics. It also lets you compare the moves to other stocks and indexes.\nHere are 10 things more important than price that are available to investors, listed in alphabetical order:\n52-week high and low\nA stock's 52-week high or low is a price range that helps an investor see where the stock is trading relative to how it has traded over the past year. It can be found under the \"overview\" tab in a quote page.\nAlthough some might view a stock trading closer to its low over the past year as relatively cheap, Art Hogan, chief market strategist at National Securities Corp., said he would prefer to invest in a stock that is trading closer to its 52-week high than its 52-week low.\n\"I'm not looking at what the market is getting wrong, I'm looking at what the market is getting right,\" Hogan said. \"It's near its high for a reason.\"\nAnalysts' estimates for EPS and revenue\nMichael O'Rourke, chief market strategist at JonesTrading, likes to check the change in analyst expectations for full-year earnings per share and revenue, as that can provide a view on how Wall Street perceives the underlying strength of a company's business.\nThose and more can be found under the \"analyst estimates\" tab on a quote page.\nA look at the yearly numbers shows the EPS estimates for the current year as well as for the next two years, as compiled by FactSet, in both table form and as a chart. The page also shows how what a company reported on a quarterly basis compared with the average analyst EPS estimate, overall analyst ratings of a company and how the ratings have changed over the past three months, and the average stock price target and notable changes in ratings and targets.\nFor example, Facebook Inc.'s (FB) full-year EPS was expected to keep growing at a steady rate as of the start of the third quarter of 2021, and its reported quarterly EPS beat expectations in the previous four quarters.\nFacebook Inc. MARKETWATCH\nCompetitors\nIt's smart to compare a company's financial performance against its competitors when assessing its financial performance. Scroll to the bottom of the \"overview\" page to find that list -- companies in the same business and in some cases others in a similar broadly defined sector and within the same market-capitalization tier.\nDividend yield\nAlso on the \"overview\" page is the dividend yield, or the annual dividend rate per share divided by the stock price. It is best viewed relative to a company's peers, the broader stock market and the yield on the 10-year Treasury note.\nFor example, Microsoft Corp.'s dividend yield as of the end of August 2021 was a little over half that of the S&P 500 and the 10-year Treasury yield. However, the yield is above that of Apple Inc., the only other company with a larger market cap, and above the yield of the SPDR Technology Select Sector exchange-traded fund.\nMARKETWATCH, BIGCHARTS\nTo see if the company has consistently paid a regular dividend, select \"dividend\" under the \"events\" tab.\nFree cash flow\nFree cash flow is the cash generated from operations after expenses and capital investments. The more cash available to a company, the more it can spend to expand. It can be found under the \"financials\" tab, then click on the secondary \"cash flow\" tab.\nHow free cash flow changes over time is useful in judging the current strength of a company's business and its potential for growth, said Paul Nolte, portfolio manager at Kingsview Investment Management.\nThe MarketWatch quote page provides a scale to see the change in free cash flow on an annual basis over the past five years or over the past five quarters.\nFor example, free cash flow was a key metric analysts used to evaluate General Electric Co., as the company recovered from years of financial distress. The quote page shows how FCF turned positive in 2019 after being negative the previous three years and that it stayed positive in 2020.\nGross profit margin\nGross profit margin, and the change over time, is another important measure of a company's profitability. That can be found under the \"financials\" tab on a quote page.\nGross profit margin is calculated by dividing gross income -- sales minus cost of goods sold (COGS) -- by sales. It should be viewed over time and relative to its peers.\nFor example, the year-over-year growth rate for Microsoft's revenue has been higher than the COGS growth rate the past four years, which indicates that gross profit margin has improved in each of the past four years.\nMicrosoft's 2020 gross profit margin also was more than double the S&P 500's implied gross profit margin and nearly double that of Apple and Amazon.com Inc.\nP/E ratio\nThe price-to-earnings ratio, or P/E ratio, is one of the favorite metrics of JonesTrading's O'Rourke. It is the price of the stock divided by earnings per share, gives investors a way to see what they're paying for each $1 on a company's bottom line, and to compare that cost over time and with a company's peers.\nTo find it, click on the \"profile\" tab in a stock's quote page.\nFor example, Google parent Alphabet Inc.'s stock (GOOGL) may at first glance appear to be a bit rich, given that it has advanced at triple the pace of an already booming S&P 500 through the first eight months of 2021.\nIn terms of P/E, Alphabet's could make the stock appear expensive, since it was about 6 percentage points above the implied P/E ratio for the S&P 500.\nBut despite the big gain in the stock price, Alphabet's P/E had declined by more than 2 percentage points since the end of 2020 as earnings have increased at a faster rate than price. Looking at it compared against other technology companies, it was several percentage points below Microsoft's and a little more than half that of Amazon's but a little above Apple's P/E.\nTo chart the P/E, go to \"advanced chart\" and then within the \"lower charts\" pull-down menu, select \"P/E Ratio.\"\nMARKETWATCH, BIGCHARTS\nPrice-to-sales ratio\nPrice relative to sales is similar to the P/E ratio, but because it is based on the top line rather than earnings per share, the ratio can't be influenced by a change in the number of shares outstanding from share repurchases.\n\"The higher you go up on the income statement, the harder it is [for a company] to mess around,\" said Kingsview's Nolte.\nReturn on invested capital\nReturn on invested capital is calculated by dividing net operating profit, after tax, by invested capital. It's way to judge how well a company's management allocates capital to generate a return. That can be found under the \"profile\" tab on a quote page.\nFor example, Apple's ROIC was a few percentage points above the S&P 500's performance over the past 12 months, and nearly triple that of the 10-year Treasury yield.\n\"One of the most important [metrics I look at] is return on invested capital,\" National Securities' Hogan said. \"Anything more than 15% is spectacular.\nShort interest as a percent of float\nShort interest is the number of shares that have been bet by investors that the stock price will decline, while the percent of float is short interest divided by the number of shares publicly available for trade. That can be found under the \"overview\" tab.\nShort interest is a good way to gauge overall investors sentiment in a stock. It is often used as a contrarian indicator; the more short interest there is, the more shares that will have to be purchased to cover those shorts if prices rise enough for bears to abandon their bets or fall enough for bears to take profits.\nSo a stock with a high relative short interest ratio and that is trading close to its 52-week high may have more potential for gains than a stock with a low short interest ratio trading near its 52-week low.\nThere is also the potential of a \"short squeeze,\" for heavily shorted stocks, which include meme stocks AMC Entertainment Holdings Inc. and GameStop Corp.\nKeep going\nThere is a lot more on stock quote pages that can be very helpful in sizing up a company:\n\nBoard of directors, under the “profile” tab, gives a quick view of people making decisions for the company.\nLook at liquidity ratios, also under the “profile” tab. The current ratio is a measure of a company’s ability to pay short-term debt obligations; the quick ratio, also known as the acid-test ratio, provides a look at assets easily convertible to cash; and the cash ratio depicts a company’s ability to use available cash to pay off short-term debt.\nCharts, under the “charts” tab, provide an easy way to gauge a stock’s performance over time. The charts allow investors to change the frequency and type of display, while adding many technical studies such as moving averages, relative strength, volume and news density.\nThe “financials” tab includes a look at the income statement and balance sheet over a five-year period. It also provides a list of a companies filings with the Securities and Exchange Commission.\nA list of tradable stock option contracts can be found under the “options” tab, with all available maturities and strike prices, and prices for both bullish “call” options and bearish “put” options.\nEmployee data under the “profile” tab includes the number of employees, revenue per employee and income per employee.\nMultiple valuation measures are under the “profile” tab, such as total debt to enterprise value, enterprise value to sales, price to Ebitda (earnings before interest, taxes, depreciation and amortization), price to book ratio and price to cash flow ratio.\nThe most recent insider transactions are under the “profile” tab.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835164706,"gmtCreate":1629695093805,"gmtModify":1676530102481,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Apple and Microsoft are very good stocks to keep.","listText":"Apple and Microsoft are very good stocks to keep.","text":"Apple and Microsoft are very good stocks to keep.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/835164706","repostId":"2161272742","repostType":4,"repost":{"id":"2161272742","kind":"highlight","pubTimestamp":1629691020,"share":"https://ttm.financial/m/news/2161272742?lang=&edition=fundamental","pubTime":"2021-08-23 11:57","market":"us","language":"en","title":"3 Warren Buffett Dividend Stocks Begging to Be Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2161272742","media":"Motley Fool","summary":"These Buffett-backed stocks could serve up huge wins for your portfolio.","content":"<p>Warren Buffett became <b>Berkshire Hathaway</b>'s CEO all the way back in 1965, a time when the company was valued at roughly $19 per share. The Oracle of Omaha steered the investment conglomerate to legendary success after taking over as its chief executive officer. Today, Berkshire's class A shares trade at roughly $429,700 per share, and the company's returns across Buffett's tenure are even more impressive if you take dividend payments into account.</p>\n<p>With that in mind, three Motley Fool contributors have identified three dividend-paying stocks in the Berkshire Hathaway portfolio: <b>Verizon Communications</b> (NYSE:VZ); <b>Mastercard</b>(NYSE:VZ); and <b>Apple </b>(NYSE:VZ). These stocks look poised to continue delivering big wins over the long term. Read on to see why our contributors think that these Buffett-backed, income-generating stocks have what it takes to be standouts in your portfolio.</p>\n<h2><b>Verizon is a dividend juggernaut</b></h2>\n<p><b>Jamal Carnette</b> <b>(Verizon):</b> Who says Warren Buffett isn't a tech investor? After eschewing the sector for years, Buffett has now invested billions in technology companies, including owning 3.8% of Verizon Communications. At current prices, Berskhire's position is worth nearly $9 billion.</p>\n<p>Verizon's dividend has historically been underappreciated. Despite its having a juicy 4.5% yield, many income investors favored the larger 7% payout provided by its telecom competitor <b>AT&amp;T</b>. However, that's about to change.</p>\n<p>Earlier this year, AT&amp;T announced it was spinning off its WarnerMedia division and merging it with <b>Discovery </b>with the split occurring next year. As a result, the company was cutting its dividend. While this move might unlock value for AT&amp;T, it also makes Verizon relatively more attractive for income investors in the telecom space.</p>\n<p>Buffett is a value investor, and Verizon certainly fits the bill. The company currently trades at 10.5 times forward earnings versus 22.3 times for the <b>S&amp;P 500</b>. Verizon's yield of 4.5% is three times the yield of the greater index, and investors are expecting another increase announcement in September, continuing the streak of raises that has occurred every year since 2006.</p>\n<p>Admittedly, Verizon stock has risks. Top-line growth has been difficult to come by, and revenue in 2020 was lower than it was in 2015. The company has significant exposure to landline telephone and cable television businesses, and a significant debt overhang, most of which comes from the $49 billion issuance it undertook to buy out <b>Vodafone</b>'s&nbsp;45% stake of Verizon Wireless in 2014.</p>\n<p>Despite that, Verizon's dividend is safe. Last year, the company generated more than $20 billion in free cash flow, more than double dividend payouts. Verizon's predictable, subscription-based businesses will ensure investors can look forward to dividends (and increases) for years to come. Warren Buffett and Berkshire know a strong company when they see <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p>\n<h2>Don't let this payment giant's low yield -- or huge size -- keep you away</h2>\n<p><b>Jason Hall</b> <b>(Mastercard):</b> With a dividend yield south of 0.5% at recent prices, investors looking for yield often overlook Mastercard. Ironically, growth investors might <i>also</i> eschew the company, assuming that with a market cap above $351 billion, its growth days are over.</p>\n<p>I think investors in <i>either</i> camp are making a mistake to skip Mastercard. Simply put, this stalwart's scale and brand power have it lined up to ride a massive wave of digital-payments growth around the world in the decades ahead.</p>\n<p>Mastercard has a massive economic moat in its trusted, well-known payments network that gives it a massive network effect advantage. Having a relationship -- whether as a cardholder, accepting merchant, or a bank that issues Mastercard -- gives you access to the other two. And the more of each that is a Mastercard partner, the more of the others that want access. That's a killer advantage.</p>\n<p>This economic moat is why Mastercard's stock has consistently outperformed the S&amp;P 500 on just about every three-, five-, and 10-year period since going public, and is likely to continue outperforming. It's also likely the reason why Mastercard is in the Berkshire Hathaway portfolio.</p>\n<p>One last thing: The yield may be low, but the dividend&nbsp;<i>growth&nbsp;</i>is incredible. Here's how much it's increased since being implemented, juicing Mastercard's total returns an extra 570%:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e18eba4fc8baaec5791cb8d23115229e\" tg-width=\"720\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>MA data by YCharts</span></p>\n<p>That's a&nbsp;<i>lot&nbsp;</i>of juice from a relatively low dividend yield, powered by incredible growth.</p>\n<h2><b>Investors can win with Berkshire's biggest stock holding&nbsp;</b></h2>\n<p><b>Keith Noonan (Apple): </b>The company has been on an incredible run. It's posted a total return of roughly 675% over the last decade, with gains spurred by strong sales for its hardware and impressive growth in the software and services space. In light of that gravity-defying performance, it's not unreasonable to wonder whether the tech giant still has room for big growth.</p>\n<p>Apple already has an eye-catching market capitalization of roughly $2.45 trillion, and it sits atop the list of the world's most valuable companies. While relative growth will be tougher to come by as the company continues to increase in size, Apple still has an unmatched position in the consumer electronics industry. Technology will only become increasingly important in the average person's daily life, and Apple is fantastically positioned to capitalize on some of the world's biggest emerging technology trends.</p>\n<p>The company's phones and tablets will play a huge role in ushering in the age of 5G networks, which will enable dramatically faster upload and download speeds that make new kinds of software applications possible. Apple is also likely to be a leader in the augmented reality (AR) space. Next-generation network technology will help pave the way for new AR hardware and software applications, and Apple's current leadership position in mobile and wearable computing suggests that the company is likely to be one of the biggest winners if augmented reality takes off.</p>\n<p>With the company's dividend yield coming in at roughly 0.6% despite years of strong payout growth, it might come as a surprise to hear that Apple's dividend posted a much greater yield at earlier dates. Consider that the stock yielded more than 2.6% for a stretch of time back in 2013. Apple has boosted its payout 132.5% since it began paying a dividend in 2012, but market-crushing capital appreciation has outpaced payout growth. Not to worry. The technology leader should be able to continue posting strong earnings growth and hiking its dividend payout, and long-term investors will likely see strong impressive returns from the stock.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Dividend Stocks Begging to Be Bought</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Dividend Stocks Begging to Be Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 11:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/22/3-warren-buffett-dividend-stocks-begging-to-be-bou/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett became Berkshire Hathaway's CEO all the way back in 1965, a time when the company was valued at roughly $19 per share. The Oracle of Omaha steered the investment conglomerate to ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/22/3-warren-buffett-dividend-stocks-begging-to-be-bou/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","AAPL":"苹果","BRK.A":"伯克希尔","VZ":"威瑞森"},"source_url":"https://www.fool.com/investing/2021/08/22/3-warren-buffett-dividend-stocks-begging-to-be-bou/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161272742","content_text":"Warren Buffett became Berkshire Hathaway's CEO all the way back in 1965, a time when the company was valued at roughly $19 per share. The Oracle of Omaha steered the investment conglomerate to legendary success after taking over as its chief executive officer. Today, Berkshire's class A shares trade at roughly $429,700 per share, and the company's returns across Buffett's tenure are even more impressive if you take dividend payments into account.\nWith that in mind, three Motley Fool contributors have identified three dividend-paying stocks in the Berkshire Hathaway portfolio: Verizon Communications (NYSE:VZ); Mastercard(NYSE:VZ); and Apple (NYSE:VZ). These stocks look poised to continue delivering big wins over the long term. Read on to see why our contributors think that these Buffett-backed, income-generating stocks have what it takes to be standouts in your portfolio.\nVerizon is a dividend juggernaut\nJamal Carnette (Verizon): Who says Warren Buffett isn't a tech investor? After eschewing the sector for years, Buffett has now invested billions in technology companies, including owning 3.8% of Verizon Communications. At current prices, Berskhire's position is worth nearly $9 billion.\nVerizon's dividend has historically been underappreciated. Despite its having a juicy 4.5% yield, many income investors favored the larger 7% payout provided by its telecom competitor AT&T. However, that's about to change.\nEarlier this year, AT&T announced it was spinning off its WarnerMedia division and merging it with Discovery with the split occurring next year. As a result, the company was cutting its dividend. While this move might unlock value for AT&T, it also makes Verizon relatively more attractive for income investors in the telecom space.\nBuffett is a value investor, and Verizon certainly fits the bill. The company currently trades at 10.5 times forward earnings versus 22.3 times for the S&P 500. Verizon's yield of 4.5% is three times the yield of the greater index, and investors are expecting another increase announcement in September, continuing the streak of raises that has occurred every year since 2006.\nAdmittedly, Verizon stock has risks. Top-line growth has been difficult to come by, and revenue in 2020 was lower than it was in 2015. The company has significant exposure to landline telephone and cable television businesses, and a significant debt overhang, most of which comes from the $49 billion issuance it undertook to buy out Vodafone's 45% stake of Verizon Wireless in 2014.\nDespite that, Verizon's dividend is safe. Last year, the company generated more than $20 billion in free cash flow, more than double dividend payouts. Verizon's predictable, subscription-based businesses will ensure investors can look forward to dividends (and increases) for years to come. Warren Buffett and Berkshire know a strong company when they see one.\nDon't let this payment giant's low yield -- or huge size -- keep you away\nJason Hall (Mastercard): With a dividend yield south of 0.5% at recent prices, investors looking for yield often overlook Mastercard. Ironically, growth investors might also eschew the company, assuming that with a market cap above $351 billion, its growth days are over.\nI think investors in either camp are making a mistake to skip Mastercard. Simply put, this stalwart's scale and brand power have it lined up to ride a massive wave of digital-payments growth around the world in the decades ahead.\nMastercard has a massive economic moat in its trusted, well-known payments network that gives it a massive network effect advantage. Having a relationship -- whether as a cardholder, accepting merchant, or a bank that issues Mastercard -- gives you access to the other two. And the more of each that is a Mastercard partner, the more of the others that want access. That's a killer advantage.\nThis economic moat is why Mastercard's stock has consistently outperformed the S&P 500 on just about every three-, five-, and 10-year period since going public, and is likely to continue outperforming. It's also likely the reason why Mastercard is in the Berkshire Hathaway portfolio.\nOne last thing: The yield may be low, but the dividend growth is incredible. Here's how much it's increased since being implemented, juicing Mastercard's total returns an extra 570%:\nMA data by YCharts\nThat's a lot of juice from a relatively low dividend yield, powered by incredible growth.\nInvestors can win with Berkshire's biggest stock holding \nKeith Noonan (Apple): The company has been on an incredible run. It's posted a total return of roughly 675% over the last decade, with gains spurred by strong sales for its hardware and impressive growth in the software and services space. In light of that gravity-defying performance, it's not unreasonable to wonder whether the tech giant still has room for big growth.\nApple already has an eye-catching market capitalization of roughly $2.45 trillion, and it sits atop the list of the world's most valuable companies. While relative growth will be tougher to come by as the company continues to increase in size, Apple still has an unmatched position in the consumer electronics industry. Technology will only become increasingly important in the average person's daily life, and Apple is fantastically positioned to capitalize on some of the world's biggest emerging technology trends.\nThe company's phones and tablets will play a huge role in ushering in the age of 5G networks, which will enable dramatically faster upload and download speeds that make new kinds of software applications possible. Apple is also likely to be a leader in the augmented reality (AR) space. Next-generation network technology will help pave the way for new AR hardware and software applications, and Apple's current leadership position in mobile and wearable computing suggests that the company is likely to be one of the biggest winners if augmented reality takes off.\nWith the company's dividend yield coming in at roughly 0.6% despite years of strong payout growth, it might come as a surprise to hear that Apple's dividend posted a much greater yield at earlier dates. Consider that the stock yielded more than 2.6% for a stretch of time back in 2013. Apple has boosted its payout 132.5% since it began paying a dividend in 2012, but market-crushing capital appreciation has outpaced payout growth. Not to worry. The technology leader should be able to continue posting strong earnings growth and hiking its dividend payout, and long-term investors will likely see strong impressive returns from the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895657461,"gmtCreate":1628742163053,"gmtModify":1676529839158,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/895657461","repostId":"1158059019","repostType":4,"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810180150,"gmtCreate":1629951952370,"gmtModify":1676530182522,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Apple a day keep the doctor away","listText":"Apple a day keep the doctor away","text":"Apple a day keep the doctor away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810180150","repostId":"2162525350","repostType":4,"repost":{"id":"2162525350","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1629949920,"share":"https://ttm.financial/m/news/2162525350?lang=&edition=fundamental","pubTime":"2021-08-26 11:52","market":"us","language":"en","title":"This could be Apple's next $20 billion business","url":"https://stock-news.laohu8.com/highlight/detail?id=2162525350","media":"Dow Jones","summary":"An analyst sees Apple rapidly growing its advertising business at a similar trajectory to what Amazo","content":"<p>An analyst sees Apple rapidly growing its advertising business at a similar trajectory to what Amazon showed a few years back</p>\n<p>Apple Inc. could turn advertising into its next $20 billion business as the company ramps up its offerings and clamps down on ad targeting by third parties.</p>\n<p>That's according to estimates from Evercore ISI analyst Amit Daryanani, who pegged Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> advertising business as an \"underappreciated\" part of the company's story and <a href=\"https://laohu8.com/S/AONE.U\">one</a> with the potential for big growth over the coming years. The advertising business could reach $20 billion in revenue by 2025, he posits, up from perhaps $2 billion currently.</p>\n<p>Advertising represents a high-margin revenue stream for Apple. By 2025, ad revenue could constitute about 17% of Apple's services revenue and about 5% of total revenue, but 9% of earnings per share, by Daryanani's math.</p>\n<p>Daryanani rates Apple's stock outperform, with a $180 price target. The stock slipped 0.8% in midday trading Wednesday. It has rallied 16.9% over the past three months, while the Dow Jones Industrial Average has gained 3.4%.</p>\n<p>The smartphone giant's current advertising revenue mainly comes from App Store search, according to Daryanani, and he sees opportunities for the company to turn the App Store into more of a \"content discovery\" vehicle versus a \"content delivery\" one. He pointed to the company's launch of search ads in China earlier this year and the potential for increasing ad loads as ways that Apple can increase its advertising revenue organically.</p>\n<p>There are also new opportunities that Apple could tap, modeled off of successful endeavors by other companies in the digital ad world. <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>. (ROKU) offers a \"reasonable precedent\" for the ways that Apple could monetize its Apple TV installed base, and Alphabet Inc.'s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) Google \"is likely generating few billion dollars\" from Google Maps advertisements, Daryanani wrote. Apple could try similar tactics with Apple Maps.</p>\n<p>On the whole, Google looks poised to generate more than $200 billion in advertising revenue this year, he continued, and while Apple is unlikely to \"compete with Google's scale anytime soon,\" the size of Google's ad business gives him more confidence in his $20 billion estimate for Apple come 2025. He also noted that Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> grew advertising revenue to about $21 billion in 2020 from roughly $3 billion in 2016, suggesting Apple could achieve a \"similar trajectory.\"</p>\n<p>As Apple grows its own ad business, the company has taken steps to shake up the broader digital ad space, most notably through its App Tracking Transparency efforts. This makes it so third parties need to obtain consumer permission before tracking their broader online activities. Many users appear to be opting out of having their activity monitored in this way, according to early estimates.</p>\n<p>Apple positions App Tracking Transparency as a privacy-focused effort, and while Daryanani acknowledges that it \"certainly does help in that arena,\" he also said that there could be a more \"Machiavellian\" or \"nuanced\" way to view these efforts: By making it more difficult for third-party apps to target users on iOS devices, those companies may be tempted to spend more money on Apple's own advertising products.</p>\n<p>He pointed to recent comments from Zynga Inc. <a href=\"https://laohu8.com/S/ZNGA\">$(ZNGA)$</a>, which has been negatively impacted by the privacy changes. \"We're now testing and actually spending money with Apple to acquire users because...one of the things they're doing under the hood is they're building their own ad tech capabilities,\" Zynga Chief Financial Officer James Griffin said at a KeyBanc conference earlier this month.</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>This could be Apple's next $20 billion business</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis could be Apple's next $20 billion business\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-26 11:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>An analyst sees Apple rapidly growing its advertising business at a similar trajectory to what Amazon showed a few years back</p>\n<p>Apple Inc. could turn advertising into its next $20 billion business as the company ramps up its offerings and clamps down on ad targeting by third parties.</p>\n<p>That's according to estimates from Evercore ISI analyst Amit Daryanani, who pegged Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> advertising business as an \"underappreciated\" part of the company's story and <a href=\"https://laohu8.com/S/AONE.U\">one</a> with the potential for big growth over the coming years. The advertising business could reach $20 billion in revenue by 2025, he posits, up from perhaps $2 billion currently.</p>\n<p>Advertising represents a high-margin revenue stream for Apple. By 2025, ad revenue could constitute about 17% of Apple's services revenue and about 5% of total revenue, but 9% of earnings per share, by Daryanani's math.</p>\n<p>Daryanani rates Apple's stock outperform, with a $180 price target. The stock slipped 0.8% in midday trading Wednesday. It has rallied 16.9% over the past three months, while the Dow Jones Industrial Average has gained 3.4%.</p>\n<p>The smartphone giant's current advertising revenue mainly comes from App Store search, according to Daryanani, and he sees opportunities for the company to turn the App Store into more of a \"content discovery\" vehicle versus a \"content delivery\" one. He pointed to the company's launch of search ads in China earlier this year and the potential for increasing ad loads as ways that Apple can increase its advertising revenue organically.</p>\n<p>There are also new opportunities that Apple could tap, modeled off of successful endeavors by other companies in the digital ad world. <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>. (ROKU) offers a \"reasonable precedent\" for the ways that Apple could monetize its Apple TV installed base, and Alphabet Inc.'s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) Google \"is likely generating few billion dollars\" from Google Maps advertisements, Daryanani wrote. Apple could try similar tactics with Apple Maps.</p>\n<p>On the whole, Google looks poised to generate more than $200 billion in advertising revenue this year, he continued, and while Apple is unlikely to \"compete with Google's scale anytime soon,\" the size of Google's ad business gives him more confidence in his $20 billion estimate for Apple come 2025. He also noted that Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> grew advertising revenue to about $21 billion in 2020 from roughly $3 billion in 2016, suggesting Apple could achieve a \"similar trajectory.\"</p>\n<p>As Apple grows its own ad business, the company has taken steps to shake up the broader digital ad space, most notably through its App Tracking Transparency efforts. This makes it so third parties need to obtain consumer permission before tracking their broader online activities. Many users appear to be opting out of having their activity monitored in this way, according to early estimates.</p>\n<p>Apple positions App Tracking Transparency as a privacy-focused effort, and while Daryanani acknowledges that it \"certainly does help in that arena,\" he also said that there could be a more \"Machiavellian\" or \"nuanced\" way to view these efforts: By making it more difficult for third-party apps to target users on iOS devices, those companies may be tempted to spend more money on Apple's own advertising products.</p>\n<p>He pointed to recent comments from Zynga Inc. <a href=\"https://laohu8.com/S/ZNGA\">$(ZNGA)$</a>, which has been negatively impacted by the privacy changes. \"We're now testing and actually spending money with Apple to acquire users because...one of the things they're doing under the hood is they're building their own ad tech capabilities,\" Zynga Chief Financial Officer James Griffin said at a KeyBanc conference earlier this month.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌","GOOGL":"谷歌A"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162525350","content_text":"An analyst sees Apple rapidly growing its advertising business at a similar trajectory to what Amazon showed a few years back\nApple Inc. could turn advertising into its next $20 billion business as the company ramps up its offerings and clamps down on ad targeting by third parties.\nThat's according to estimates from Evercore ISI analyst Amit Daryanani, who pegged Apple's $(AAPL)$ advertising business as an \"underappreciated\" part of the company's story and one with the potential for big growth over the coming years. The advertising business could reach $20 billion in revenue by 2025, he posits, up from perhaps $2 billion currently.\nAdvertising represents a high-margin revenue stream for Apple. By 2025, ad revenue could constitute about 17% of Apple's services revenue and about 5% of total revenue, but 9% of earnings per share, by Daryanani's math.\nDaryanani rates Apple's stock outperform, with a $180 price target. The stock slipped 0.8% in midday trading Wednesday. It has rallied 16.9% over the past three months, while the Dow Jones Industrial Average has gained 3.4%.\nThe smartphone giant's current advertising revenue mainly comes from App Store search, according to Daryanani, and he sees opportunities for the company to turn the App Store into more of a \"content discovery\" vehicle versus a \"content delivery\" one. He pointed to the company's launch of search ads in China earlier this year and the potential for increasing ad loads as ways that Apple can increase its advertising revenue organically.\nThere are also new opportunities that Apple could tap, modeled off of successful endeavors by other companies in the digital ad world. Roku Inc. (ROKU) offers a \"reasonable precedent\" for the ways that Apple could monetize its Apple TV installed base, and Alphabet Inc.'s $(GOOGL)$(GOOGL) Google \"is likely generating few billion dollars\" from Google Maps advertisements, Daryanani wrote. Apple could try similar tactics with Apple Maps.\nOn the whole, Google looks poised to generate more than $200 billion in advertising revenue this year, he continued, and while Apple is unlikely to \"compete with Google's scale anytime soon,\" the size of Google's ad business gives him more confidence in his $20 billion estimate for Apple come 2025. He also noted that Amazon.com Inc. $(AMZN)$ grew advertising revenue to about $21 billion in 2020 from roughly $3 billion in 2016, suggesting Apple could achieve a \"similar trajectory.\"\nAs Apple grows its own ad business, the company has taken steps to shake up the broader digital ad space, most notably through its App Tracking Transparency efforts. This makes it so third parties need to obtain consumer permission before tracking their broader online activities. Many users appear to be opting out of having their activity monitored in this way, according to early estimates.\nApple positions App Tracking Transparency as a privacy-focused effort, and while Daryanani acknowledges that it \"certainly does help in that arena,\" he also said that there could be a more \"Machiavellian\" or \"nuanced\" way to view these efforts: By making it more difficult for third-party apps to target users on iOS devices, those companies may be tempted to spend more money on Apple's own advertising products.\nHe pointed to recent comments from Zynga Inc. $(ZNGA)$, which has been negatively impacted by the privacy changes. \"We're now testing and actually spending money with Apple to acquire users because...one of the things they're doing under the hood is they're building their own ad tech capabilities,\" Zynga Chief Financial Officer James Griffin said at a KeyBanc conference earlier this month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896873878,"gmtCreate":1628572668094,"gmtModify":1703508356981,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/896873878","repostId":"2155377091","repostType":4,"repost":{"id":"2155377091","kind":"highlight","pubTimestamp":1627655924,"share":"https://ttm.financial/m/news/2155377091?lang=&edition=fundamental","pubTime":"2021-07-30 22:38","market":"us","language":"en","title":"2 Unstoppable Growth Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2155377091","media":"Motley Fool","summary":"These companies are building the future.","content":"<p>One trick to investing is trying to predict the future -- but that doesn't mean you should buy a crystal ball and attempt to time the market. Instead, pay attention to secular trends, and look for companies that could benefit over the long term.</p>\n<p>For instance, <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Systems</b> (NASDAQ:ADBE) is powering digital transformation, and <b>Tesla</b> (NASDAQ:TSLA) is revolutionizing the automotive industry. More importantly, both should continue to benefit from these unstoppable trends in the years ahead.</p>\n<p>Here's what you should know.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb1366dacb2068774afb3d293f73be94\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images</span></p>\n<h2>1. Adobe Systems</h2>\n<p>A digital-first business model is no longer optional -- it's a necessity. Each year, more consumers shop online, connect through social media, and engage with mobile apps, and they expect a high-quality experience across every touchpoint. Fortunately, Adobe has the tools to make that happen.</p>\n<p>Adobe is best known for its digital media business, which comprises two platforms. The first is Adobe Creative Cloud, a software suite that includes industry-leading products like Photoshop&nbsp;for image editing, Illustrator&nbsp;for graphics, and InDesign&nbsp;for digital publishing.</p>\n<p>The second is Adobe Document Cloud, a suite that enables clients to create, edit, share, and sign digital documents. Collectively, these tools drive efficiency by eliminating costly paper-based processes.</p>\n<p>Beyond digital media, Adobe also offers a third platform: Adobe <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud. This software helps clients with analytics, marketing, and commerce, making it possible to collect data, target content, and deliver engaging experiences across digital touchpoints. Notably, research company <b>Gartner</b>&nbsp;has recognized Adobe as a leader in this category.</p>\n<p>With this impressive arsenal of products, the company has delivered strong financial results like clockwork in recent years.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metric</p></th>\n   <th><p>Q2 2018 (TTM)</p></th>\n   <th><p>Q2 2021 (TTM)</p></th>\n   <th><p>CAGR</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"156\"><p>Revenue</p></td>\n   <td width=\"156\"><p>$8.1 billion</p></td>\n   <td width=\"156\"><p>$14.4 billion</p></td>\n   <td width=\"156\"><p>21%</p></td>\n  </tr>\n  <tr>\n   <td width=\"156\"><p>Free cash flow</p></td>\n   <td width=\"156\"><p>$3.3 billion</p></td>\n   <td width=\"156\"><p>$6.6 billion</p></td>\n   <td width=\"156\"><p>26%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Ycharts. TTM = trailing-12-months. CAGR = compound annual growth rate.</p>\n<p>Looking ahead, the bull case for this company is straightforward: Adobe has built a trusted brand and established itself as a leader in several software verticals. As more enterprises adopt digital-first strategies, Adobe should benefit from strong demand.</p>\n<p>With that in mind, management puts the company's market opportunity at $147 billion&nbsp;by 2023, leaving plenty of room for Adobe to grow its business. That's why this tech company looks like a smart buy.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cdffd4a7b56387c2ad8ab4d5b1a5e95\" tg-width=\"700\" tg-height=\"369\" width=\"100%\" height=\"auto\"><span>Image source: Tesla</span></p>\n<h2>2. Tesla</h2>\n<p>The electric vehicle (EV) market is growing quickly. Last year, global EV sales surged 41% to 3.1 million units, representing 4.6%&nbsp;of all cars sold. Despite that furious pace of adoption, Tesla managed to boost production and maintain its industry-leading position, capturing 16% market share&nbsp;in 2020.</p>\n<p>At the same time, Tesla posted an industry-leading operating margin of 6.3% last year, showcasing the scalability of its manufacturing process. In fact, between 2017 and 2021, the company's average cost per vehicle dropped from $84,000 to $38,000&nbsp;as it&nbsp;increased&nbsp;output in the U.S. and ramped production China.</p>\n<p>But this disruptor is just getting started. Tesla recently purchased the largest&nbsp;die casting machine in the world. And in early 2021, it started making the rear body of the Model Y as a single piece&nbsp;of metal, cutting labor costs by combining 70 different components&nbsp;into <a href=\"https://laohu8.com/S/AONE.U\">one</a>. But here's the most impressive part: To accomplish that feat, Tesla invented and patented new aluminum alloys, since existing options made poor substrates for die casting.</p>\n<p>Not surprisingly, Tesla has delivered impressive financial results in recent years.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metric</p></th>\n   <th><p>Q2 2018 (TTM)</p></th>\n   <th><p>Q2 2021 (TTM)</p></th>\n   <th><p>CAGR</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"156\"><p>Revenue</p></td>\n   <td width=\"156\"><p>$13.7 billion</p></td>\n   <td width=\"156\"><p>$41.9 billion</p></td>\n   <td width=\"156\"><p>45%</p></td>\n  </tr>\n  <tr>\n   <td width=\"156\"><p>Gross profit margin</p></td>\n   <td width=\"156\"><p>14.4%</p></td>\n   <td width=\"156\"><p>22%</p></td>\n   <td width=\"156\"><p>N/A</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Ycharts. TTM = trailing-12-months. CAGR = compound annual growth rate.</p>\n<p>During the Q2 earnings call, CEO Elon Musk said Gigafactory Texas and Berlin will use single-piece casting for both the front and rear bodies&nbsp;of the Model Y. In other words, Tesla is pressing its advantage. And as these factories come online later in 2021, the company should reap the benefits of increased production capacity and manufacturing efficiency.</p>\n<p>That's why now looks like a good time to buy this growth stock.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Unstoppable Growth Stocks to Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Unstoppable Growth Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 22:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/30/unstoppable-growth-stocks-to-buy-now-adobe-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One trick to investing is trying to predict the future -- but that doesn't mean you should buy a crystal ball and attempt to time the market. Instead, pay attention to secular trends, and look for ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/30/unstoppable-growth-stocks-to-buy-now-adobe-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/07/30/unstoppable-growth-stocks-to-buy-now-adobe-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155377091","content_text":"One trick to investing is trying to predict the future -- but that doesn't mean you should buy a crystal ball and attempt to time the market. Instead, pay attention to secular trends, and look for companies that could benefit over the long term.\nFor instance, Adobe Systems (NASDAQ:ADBE) is powering digital transformation, and Tesla (NASDAQ:TSLA) is revolutionizing the automotive industry. More importantly, both should continue to benefit from these unstoppable trends in the years ahead.\nHere's what you should know.\nImage source: Getty Images\n1. Adobe Systems\nA digital-first business model is no longer optional -- it's a necessity. Each year, more consumers shop online, connect through social media, and engage with mobile apps, and they expect a high-quality experience across every touchpoint. Fortunately, Adobe has the tools to make that happen.\nAdobe is best known for its digital media business, which comprises two platforms. The first is Adobe Creative Cloud, a software suite that includes industry-leading products like Photoshop for image editing, Illustrator for graphics, and InDesign for digital publishing.\nThe second is Adobe Document Cloud, a suite that enables clients to create, edit, share, and sign digital documents. Collectively, these tools drive efficiency by eliminating costly paper-based processes.\nBeyond digital media, Adobe also offers a third platform: Adobe Experience Cloud. This software helps clients with analytics, marketing, and commerce, making it possible to collect data, target content, and deliver engaging experiences across digital touchpoints. Notably, research company Gartner has recognized Adobe as a leader in this category.\nWith this impressive arsenal of products, the company has delivered strong financial results like clockwork in recent years.\n\n\n\nMetric\nQ2 2018 (TTM)\nQ2 2021 (TTM)\nCAGR\n\n\n\n\nRevenue\n$8.1 billion\n$14.4 billion\n21%\n\n\nFree cash flow\n$3.3 billion\n$6.6 billion\n26%\n\n\n\nData source: Ycharts. TTM = trailing-12-months. CAGR = compound annual growth rate.\nLooking ahead, the bull case for this company is straightforward: Adobe has built a trusted brand and established itself as a leader in several software verticals. As more enterprises adopt digital-first strategies, Adobe should benefit from strong demand.\nWith that in mind, management puts the company's market opportunity at $147 billion by 2023, leaving plenty of room for Adobe to grow its business. That's why this tech company looks like a smart buy.\nImage source: Tesla\n2. Tesla\nThe electric vehicle (EV) market is growing quickly. Last year, global EV sales surged 41% to 3.1 million units, representing 4.6% of all cars sold. Despite that furious pace of adoption, Tesla managed to boost production and maintain its industry-leading position, capturing 16% market share in 2020.\nAt the same time, Tesla posted an industry-leading operating margin of 6.3% last year, showcasing the scalability of its manufacturing process. In fact, between 2017 and 2021, the company's average cost per vehicle dropped from $84,000 to $38,000 as it increased output in the U.S. and ramped production China.\nBut this disruptor is just getting started. Tesla recently purchased the largest die casting machine in the world. And in early 2021, it started making the rear body of the Model Y as a single piece of metal, cutting labor costs by combining 70 different components into one. But here's the most impressive part: To accomplish that feat, Tesla invented and patented new aluminum alloys, since existing options made poor substrates for die casting.\nNot surprisingly, Tesla has delivered impressive financial results in recent years.\n\n\n\nMetric\nQ2 2018 (TTM)\nQ2 2021 (TTM)\nCAGR\n\n\n\n\nRevenue\n$13.7 billion\n$41.9 billion\n45%\n\n\nGross profit margin\n14.4%\n22%\nN/A\n\n\n\nSource: Ycharts. TTM = trailing-12-months. CAGR = compound annual growth rate.\nDuring the Q2 earnings call, CEO Elon Musk said Gigafactory Texas and Berlin will use single-piece casting for both the front and rear bodies of the Model Y. In other words, Tesla is pressing its advantage. And as these factories come online later in 2021, the company should reap the benefits of increased production capacity and manufacturing efficiency.\nThat's why now looks like a good time to buy this growth stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898557097,"gmtCreate":1628513632819,"gmtModify":1703507335853,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/898557097","repostId":"2157492988","repostType":4,"repost":{"id":"2157492988","kind":"highlight","pubTimestamp":1628480467,"share":"https://ttm.financial/m/news/2157492988?lang=&edition=fundamental","pubTime":"2021-08-09 11:41","market":"us","language":"en","title":"3 Top Large-Cap Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=2157492988","media":"Motley Fool","summary":"These three large-cap stocks provide growth and stability.","content":"<p>Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the <b>S&amp;P 500</b> and <b>Nasdaq</b> <b>Composite</b> are weighted by market capitalization. Large cap stocks have also earned their massive sizes due to their histories of exceeding expectations and making patient investors steady returns.</p>\n<p>The trade-off has always been framed as sacrificing growth for the stability large-cap stocks provide. But investors are increasingly rejecting this false narrative as many large-cap tech stocks continue to post above-average growth rates. These three large-cap companies offer the stability of large-cap stocks, with above-average growth potential.<img src=\"https://static.tigerbbs.com/a473d5ba64c80633f42466d051223667\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image Source: Getty Images</p>\n<h2><b>Amazon's \"slowing growth\" narrative is too bearish</b></h2>\n<p><b>Amazon</b> (NASDAQ:AMZN) has made quite a few investors rich on its way to a $1.7 trillion market cap, including its founder Jeff Bezos -- now the second-richest man in the world. If you had invested $10,000 at its market debut in 1997, your stake would be worth more than $20 million today!</p>\n<p>That said, shares of Amazon are trailing the S&amp;P 500 this year, posting a 3% return versus 17% for the index. Despite posting a year-over-year revenue increase of 27%, Amazon missed analyst expectations of a 29% top-line beat. Additionally, the company guided for third-quarter revenue to come in at $109 billion at the midpoint, below consensus estimates of $119 billion.</p>\n<p>After being faulted for having no earnings for years, Amazon smashed earnings per share estimates by 23% despite missing on the top line. Ironically, investors ignored the increased profitability of the business to focus on slowing growth.</p>\n<p>There are reasons for long-term investors to consider this nothing but noise. Pandemic lockdowns boosted demand for e-commerce last year, which made 2021 a difficult year for comparisons. However, Amazon's higher-margin business segments like third-party seller services (38%), AWS (37%), and subscription services (32%) all outperformed analyst expectations.</p>\n<p>However, what's exciting is the company's catch-all other division, which is mostly advertising. During the quarter, revenue attributable to other increased 87% and is now half the size of AWS. Amazon's temporary sell-off has given long-term investors an attractive entry point.</p>\n<h2><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>'s slowing user-growth isn't an issue</b></h2>\n<p><b>Facebook</b>'s (NASDAQ:FB) Mark Zuckerberg isn't as rich as Bezos, trailing him by an estimated $70 billion, but at 37 he still has a long career ahead of him. Zuckerberg has grown Facebook from an idea to a $1 trillion market cap, and shares are currently 840% higher than their $38 IPO price nine years ago. And there are still long-term drivers drivers ahead for the company.</p>\n<p>Facebook's stock rally was halted in its tracks due to second-quarter earnings, despite growing revenue by 56% and EPS by 101% -- both higher than consensus estimates. Investors were disappointed with the company's commentary on revenue growth in the back half of 2021 and the fact that daily active users in the lucrative U.S. and Canadian markets declined from the prior year's corresponding period.</p>\n<p>Like Amazon, Facebook is seeing a return to normal after the pandemic. Social media usage understandably exploded during the pandemic, and a return to more in-person events was always going to impact the company's engagement.</p>\n<p>Despite the modest yearly decline in daily active users (DAUs) (1.5%), the company still has 195 million people across the U.S. and Canada logging into a Facebook product daily, and can monetize users by raising costs per ad, like it did this quarter.</p>\n<p>Zuckerberg is now focused on his most audacious plans yet -- the metaverse. The company acquired virtual reality company Oculus in 2014, and plans to use its headsets to create an entirely new virtual world for users. The potential upside could be bigger than anything it's done yet.</p>\n<h2><b>Apple is going from strength to strength</b></h2>\n<p>By now, you might have identified a theme in the above stocks, as all are mega-cap tech companies that sold off after earnings. Against that backdrop, <b>Apple</b> (NASDAQ:AAPL) is a natural fit, as shares moderately sold off after the company reported fiscal third-quarter earnings. Although its market cap is approaching $2.5 trillion, the company continues to have growth drivers.</p>\n<p>Despite concerns that the iPhone market was saturated, Apple grew revenue attributable to the device 50% over the prior year and boosted total revenue higher by 36%. Although Apple easily topped analyst expectations for revenue and earnings, investors reacted negatively to commentary from CEO Tim Cook that chip shortages could impact iPhone and iPad sales in the current quarter.</p>\n<p>While shortages are never ideal, in the short term this is an example of a \"good problem.\" Demand outstripping supply means your product is coveted, and it's unlikely many iPhone users will step out of its ecosystem to buy an Android. In fact, it's this sticky user base that will power Apple's next phase of growth, as Apple has been aggressive at monetizing its installed base with services and recurring subscription-based revenue.</p>\n<p>Revenue attributable to services grew 33% over the prior year, an acceleration from the 27% growth rate the prior quarter. During the earnings call, Cook noted the company has nearly 700 million subscribers, a 27% increase from the prior year. Ignore the short-term chip bottleneck, Apple has many growth levers to pull going forward.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Large-Cap Stocks to Buy in August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Large-Cap Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the S&P 500 and Nasdaq Composite are weighted by market capitalization. Large cap...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157492988","content_text":"Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the S&P 500 and Nasdaq Composite are weighted by market capitalization. Large cap stocks have also earned their massive sizes due to their histories of exceeding expectations and making patient investors steady returns.\nThe trade-off has always been framed as sacrificing growth for the stability large-cap stocks provide. But investors are increasingly rejecting this false narrative as many large-cap tech stocks continue to post above-average growth rates. These three large-cap companies offer the stability of large-cap stocks, with above-average growth potential.\nImage Source: Getty Images\nAmazon's \"slowing growth\" narrative is too bearish\nAmazon (NASDAQ:AMZN) has made quite a few investors rich on its way to a $1.7 trillion market cap, including its founder Jeff Bezos -- now the second-richest man in the world. If you had invested $10,000 at its market debut in 1997, your stake would be worth more than $20 million today!\nThat said, shares of Amazon are trailing the S&P 500 this year, posting a 3% return versus 17% for the index. Despite posting a year-over-year revenue increase of 27%, Amazon missed analyst expectations of a 29% top-line beat. Additionally, the company guided for third-quarter revenue to come in at $109 billion at the midpoint, below consensus estimates of $119 billion.\nAfter being faulted for having no earnings for years, Amazon smashed earnings per share estimates by 23% despite missing on the top line. Ironically, investors ignored the increased profitability of the business to focus on slowing growth.\nThere are reasons for long-term investors to consider this nothing but noise. Pandemic lockdowns boosted demand for e-commerce last year, which made 2021 a difficult year for comparisons. However, Amazon's higher-margin business segments like third-party seller services (38%), AWS (37%), and subscription services (32%) all outperformed analyst expectations.\nHowever, what's exciting is the company's catch-all other division, which is mostly advertising. During the quarter, revenue attributable to other increased 87% and is now half the size of AWS. Amazon's temporary sell-off has given long-term investors an attractive entry point.\nFacebook's slowing user-growth isn't an issue\nFacebook's (NASDAQ:FB) Mark Zuckerberg isn't as rich as Bezos, trailing him by an estimated $70 billion, but at 37 he still has a long career ahead of him. Zuckerberg has grown Facebook from an idea to a $1 trillion market cap, and shares are currently 840% higher than their $38 IPO price nine years ago. And there are still long-term drivers drivers ahead for the company.\nFacebook's stock rally was halted in its tracks due to second-quarter earnings, despite growing revenue by 56% and EPS by 101% -- both higher than consensus estimates. Investors were disappointed with the company's commentary on revenue growth in the back half of 2021 and the fact that daily active users in the lucrative U.S. and Canadian markets declined from the prior year's corresponding period.\nLike Amazon, Facebook is seeing a return to normal after the pandemic. Social media usage understandably exploded during the pandemic, and a return to more in-person events was always going to impact the company's engagement.\nDespite the modest yearly decline in daily active users (DAUs) (1.5%), the company still has 195 million people across the U.S. and Canada logging into a Facebook product daily, and can monetize users by raising costs per ad, like it did this quarter.\nZuckerberg is now focused on his most audacious plans yet -- the metaverse. The company acquired virtual reality company Oculus in 2014, and plans to use its headsets to create an entirely new virtual world for users. The potential upside could be bigger than anything it's done yet.\nApple is going from strength to strength\nBy now, you might have identified a theme in the above stocks, as all are mega-cap tech companies that sold off after earnings. Against that backdrop, Apple (NASDAQ:AAPL) is a natural fit, as shares moderately sold off after the company reported fiscal third-quarter earnings. Although its market cap is approaching $2.5 trillion, the company continues to have growth drivers.\nDespite concerns that the iPhone market was saturated, Apple grew revenue attributable to the device 50% over the prior year and boosted total revenue higher by 36%. Although Apple easily topped analyst expectations for revenue and earnings, investors reacted negatively to commentary from CEO Tim Cook that chip shortages could impact iPhone and iPad sales in the current quarter.\nWhile shortages are never ideal, in the short term this is an example of a \"good problem.\" Demand outstripping supply means your product is coveted, and it's unlikely many iPhone users will step out of its ecosystem to buy an Android. In fact, it's this sticky user base that will power Apple's next phase of growth, as Apple has been aggressive at monetizing its installed base with services and recurring subscription-based revenue.\nRevenue attributable to services grew 33% over the prior year, an acceleration from the 27% growth rate the prior quarter. During the earnings call, Cook noted the company has nearly 700 million subscribers, a 27% increase from the prior year. Ignore the short-term chip bottleneck, Apple has many growth levers to pull going forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818253393,"gmtCreate":1630416084212,"gmtModify":1676530297012,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/818253393","repostId":"1131957400","repostType":4,"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835294338,"gmtCreate":1629718723724,"gmtModify":1676530109873,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Intel, AMD, TSM","listText":"Intel, AMD, TSM","text":"Intel, AMD, TSM","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/835294338","repostId":"1111103954","repostType":4,"repost":{"id":"1111103954","kind":"news","pubTimestamp":1629675616,"share":"https://ttm.financial/m/news/1111103954?lang=&edition=fundamental","pubTime":"2021-08-23 07:40","market":"us","language":"en","title":"The Chip Shortage Looks Like the Oil Shortage of the 1970s. What It Means for Stocks and the Economy.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111103954","media":"Barrons","summary":"Semiconductors might be the new oil—and that could make the 2020s the new 1970s.\nBack then, the worl","content":"<p>Semiconductors might be the new oil—and that could make the 2020s the new 1970s.</p>\n<p>Back then, the world ran on oil—and any change in supply had a massive impact on demand. When OPEC embargoed the U.S. in the 1970s, the price of crude rose from about $3 a barrel at the beginning of the decade to $13 a barrel by its end. The U.S. even issued gas ration coupons in 1974.</p>\n<p>The spike was good news for <a href=\"https://laohu8.com/S/CVX\">Chevron</a> and <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a>, which returned roughly 100% and 70%, respectively, in the 1970s, but painful for everyone else, as inflation raged. The S&amp;P 500 and Dow Jones Industrial Average rose just 17% and 5%, respectively, over the decade.</p>\n<p>If oil was the necessary component for the 1970s economy, chips provide the same function in the 2020s. They power everything from our computers and phones to our cars and appliances. And, as everyone knows by now, there is a shortage, with delivery times growing to more than 20 weeks, per Susquehanna Financial Group data.</p>\n<p>Roughly 80% of all the chips in the world are made in Northeast Asia. Politicians realize how big a problem this is, and they have started to demand local manufacturing, with President Joe Biden introducing a plan for $50 billion in chip research earlier this year. Reshoring any industry, including semiconductors, is a yearslong process that requires billions in capital. There will be winners and losers. And if it goes on too long, it will filter into the prices of all kinds of goods.</p>\n<p>“Shortages related to rapid upswings in demand could become inflationary,” TS Lombard’s Rory Green and Steven Blitz wrote back in January, when the scarcity of chips—”a product more known for steadily declining prices”—was in its infancy.</p>\n<p>The global semiconductor shortage has been a particular thorn in the side of the automotive industry all year. It was supposed to resolve itself by the second half of 2021. But more production cuts announced by <a href=\"https://laohu8.com/S/TM\">Toyota</a>&nbsp;this past week shows the problem isn’t going away soon. In fact, RBC analyst Joseph Spak argues the shortage could last for years.</p>\n<p>Part of the problem is structural, Spak says. Electric vehicles need more computing power, but the auto industry typically relies on older-generation chip technology, where capacity isn’t being as readily added by chip makers. Instead, they prefer to focus on newer, higher-end chips for the consumer electronics industry.</p>\n<p>The result: Instead of lines at the gas stations, there are lines at the automotive dealerships. Low new- and used-car inventories have pushed up pricing and contributed to rising inflation. Used-car prices rose about 20% in the first half of 2021, while new-car prices rose about 3%. The rise in used-car prices has started to slow, but new-car price gains are accelerating, rising about 7% year over year in July.</p>\n<p>That’s not good for consumers, but auto makers stand to benefit. Constrained production will lead to persistently low inventories and higher pricing. Companies will sell fewer cars, but that’s been offset by higher prices. <a href=\"https://laohu8.com/S/F\">Ford</a> and <a href=\"https://laohu8.com/S/GM\">General Motors</a> shares are up 43% and 17%, respectively, in 2021, and both still trade for about seven times 2022 earnings.</p>\n<p>And that’s just the auto industry. The longer the chip shortage goes on, the more prices will rise in all types of products. That will benefit chip makers such as <a href=\"https://laohu8.com/S/INTC\">Intel</a> and <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a>. Wall Street sees upside in the latter. Some two-thirds of analysts covering the stock rate it Buy, and the average price target implies about a 33% upside.</p>\n<p>Don’t expect long lines outside RadioShack, but expect the chip shortage to be felt just the same.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Chip Shortage Looks Like the Oil Shortage of the 1970s. What It Means for Stocks and the Economy.</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\">\nThe Chip Shortage Looks Like the Oil Shortage of the 1970s. What It Means for Stocks and the Economy.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 07:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/chip-shortage-stocks-economy-51629507891?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductors might be the new oil—and that could make the 2020s the new 1970s.\nBack then, the world ran on oil—and any change in supply had a massive impact on demand. When OPEC embargoed the U.S. ...</p>\n\n<a href=\"https://www.barrons.com/articles/chip-shortage-stocks-economy-51629507891?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙","AMD":"美国超微公司","TSM":"台积电","INTC":"英特尔","XOM":"埃克森美孚","MU":"美光科技"},"source_url":"https://www.barrons.com/articles/chip-shortage-stocks-economy-51629507891?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111103954","content_text":"Semiconductors might be the new oil—and that could make the 2020s the new 1970s.\nBack then, the world ran on oil—and any change in supply had a massive impact on demand. When OPEC embargoed the U.S. in the 1970s, the price of crude rose from about $3 a barrel at the beginning of the decade to $13 a barrel by its end. The U.S. even issued gas ration coupons in 1974.\nThe spike was good news for Chevron and Exxon Mobil, which returned roughly 100% and 70%, respectively, in the 1970s, but painful for everyone else, as inflation raged. The S&P 500 and Dow Jones Industrial Average rose just 17% and 5%, respectively, over the decade.\nIf oil was the necessary component for the 1970s economy, chips provide the same function in the 2020s. They power everything from our computers and phones to our cars and appliances. And, as everyone knows by now, there is a shortage, with delivery times growing to more than 20 weeks, per Susquehanna Financial Group data.\nRoughly 80% of all the chips in the world are made in Northeast Asia. Politicians realize how big a problem this is, and they have started to demand local manufacturing, with President Joe Biden introducing a plan for $50 billion in chip research earlier this year. Reshoring any industry, including semiconductors, is a yearslong process that requires billions in capital. There will be winners and losers. And if it goes on too long, it will filter into the prices of all kinds of goods.\n“Shortages related to rapid upswings in demand could become inflationary,” TS Lombard’s Rory Green and Steven Blitz wrote back in January, when the scarcity of chips—”a product more known for steadily declining prices”—was in its infancy.\nThe global semiconductor shortage has been a particular thorn in the side of the automotive industry all year. It was supposed to resolve itself by the second half of 2021. But more production cuts announced by Toyota this past week shows the problem isn’t going away soon. In fact, RBC analyst Joseph Spak argues the shortage could last for years.\nPart of the problem is structural, Spak says. Electric vehicles need more computing power, but the auto industry typically relies on older-generation chip technology, where capacity isn’t being as readily added by chip makers. Instead, they prefer to focus on newer, higher-end chips for the consumer electronics industry.\nThe result: Instead of lines at the gas stations, there are lines at the automotive dealerships. Low new- and used-car inventories have pushed up pricing and contributed to rising inflation. Used-car prices rose about 20% in the first half of 2021, while new-car prices rose about 3%. The rise in used-car prices has started to slow, but new-car price gains are accelerating, rising about 7% year over year in July.\nThat’s not good for consumers, but auto makers stand to benefit. Constrained production will lead to persistently low inventories and higher pricing. Companies will sell fewer cars, but that’s been offset by higher prices. Ford and General Motors shares are up 43% and 17%, respectively, in 2021, and both still trade for about seven times 2022 earnings.\nAnd that’s just the auto industry. The longer the chip shortage goes on, the more prices will rise in all types of products. That will benefit chip makers such as Intel and Taiwan Semiconductor Manufacturing. Wall Street sees upside in the latter. Some two-thirds of analysts covering the stock rate it Buy, and the average price target implies about a 33% upside.\nDon’t expect long lines outside RadioShack, but expect the chip shortage to be felt just the same.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833704900,"gmtCreate":1629260322900,"gmtModify":1676529982923,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Good guide","listText":"Good guide","text":"Good guide","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/833704900","repostId":"1137059057","repostType":4,"repost":{"id":"1137059057","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":1629250470,"share":"https://ttm.financial/m/news/1137059057?lang=&edition=fundamental","pubTime":"2021-08-18 09:34","market":"us","language":"en","title":"Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios","url":"https://stock-news.laohu8.com/highlight/detail?id=1137059057","media":"Benzinga","summary":"The latest round of 13F filings from institutional investors is out, revealing to the world the stoc","content":"<p><img src=\"https://static.tigerbbs.com/21f6d0ecef322eb7d493d53b88c9b1b5\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.</p>\n<p><b>Takeaways From 13F Season:</b><a href=\"https://laohu8.com/S/ISBC\">Investors</a> who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&amp;P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.</p>\n<ul>\n <li>Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> has the attention of fund managers, with Tepper selling and Soros buying.</li>\n <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> had a brutal quarter in part due to a regulatory on big tech stocks in <a href=\"https://laohu8.com/S/CAAS\">China</a>, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.</li>\n <li>Buffett continued accumulating <a href=\"https://laohu8.com/S/KR\">Kroger</a> shares while selling off health care investments.</li>\n <li>Several fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. &amp; Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.</li>\n</ul>\n<p>Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.</p>\n<p><b>David Einhorn’s Greenlight Capital</b></p>\n<p>Notable <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/GPRO\">GoPro</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/TECK\">Teck Resources Ltd</a></b></li>\n <li><b>ODP Corp</b></li>\n <li><b>SPDR S&amp;P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>ADT Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/APG\">APi Group Corp</a></b></li>\n <li><b>CNX Resources Corp</b></li>\n</ul>\n<p><b>David Tepper’s Appaloosa Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> Co</b></li>\n</ul>\n<p><b>Leon Cooperman’s Omega Advisors</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/LAD\">Lithia Motors</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOA\">Finance of America Companies Inc</a></b></li>\n <li><b>Alibaba Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a></b></li>\n <li><b>Vanguard500 Index Fund ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/EFA\">iShares MSCI EAFE ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/FOE\">Ferro</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/CMCSA\">Comcast</a> Corporation</b></li>\n</ul>\n<p><b>Barry Rosenstein’s Jana Partners</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Encompass Health Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/VG\">Vonage</a> Holdings Corp.</b></li>\n <li><b>SPDR S&amp;P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/CONE\">CyrusOne</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CSOD\">Cornerstone OnDemand</a>, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Conagra Brands Inc</b></li>\n <li><b>TreeHouse Foods Inc.</b></li>\n <li><b>Laboratory Corp. of America Holdings</b></li>\n</ul>\n<p><b>Jeff Smith’s Starboard Value</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Papa John's Int'l, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000</a> ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Aecom</b></li>\n <li><b>NortonLifeLock Inc</b></li>\n <li><b>Corteva Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVLT\">CommVault</a> Systems, Inc.</b></li>\n</ul>\n<p><b>Warren Buffett’s <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Kroger Co</b></li>\n <li><b>Organon &amp; Co</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/MRK\">Merck</a> &amp; Co., Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/GM\">General Motors</a> Company</b></li>\n <li><b><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> Systems Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVX\">Chevron</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> Co</b></li>\n <li><b><a href=\"https://laohu8.com/S/BIIB\">Biogen</a> Inc</b></li>\n</ul>\n<p><b>George Soros’ Soros Fund Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Amazon.com, Inc.</b></li>\n <li><b>Walt Disney Co</b></li>\n <li><b>Airbnb Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a></b></li>\n <li><b>Alphabet Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a></b></li>\n <li><b>iShares iBoxx $ Inv Grade Corporate Bond ETF</b></li>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/NKE\">Nike</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/BGC\">General</a> Motors Company</b></li>\n</ul>\n<p><b>Carl Icahn’s Icahn Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/IEPRR\">Icahn Enterprises LP</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/XRX\">Xerox</a> Holdings Corp</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/HLF\">Herbalife</a> Nutrition Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TEN\">Tenneco</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DK\">Delek US</a> Holdings Inc</b></li>\n <li><b>Welbilt Inc</b></li>\n</ul>\n<p><b>Bill Ackman’s <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Domino's Pizza, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/QSR\">Restaurant</a> Brands International Inc</b></li>\n <li><b>Lowe’s Companies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/HLT\">Hilton</a> Hotels Corporation</b></li>\n</ul>\n<p><b>Seth Klarman’s Baupost Group</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/SJR\">Shaw</a> <a href=\"https://laohu8.com/S/JCS\">Communications</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, Inc.</b></li>\n <li><b>Facebook, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOXBV\">Fox Corp</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/PEAK\">Healthpeak Properties</a> Inc</b></li>\n</ul>","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>Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQ2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios\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\">2021-08-18 09:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/21f6d0ecef322eb7d493d53b88c9b1b5\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.</p>\n<p><b>Takeaways From 13F Season:</b><a href=\"https://laohu8.com/S/ISBC\">Investors</a> who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&amp;P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.</p>\n<ul>\n <li>Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> has the attention of fund managers, with Tepper selling and Soros buying.</li>\n <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> had a brutal quarter in part due to a regulatory on big tech stocks in <a href=\"https://laohu8.com/S/CAAS\">China</a>, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.</li>\n <li>Buffett continued accumulating <a href=\"https://laohu8.com/S/KR\">Kroger</a> shares while selling off health care investments.</li>\n <li>Several fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. &amp; Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.</li>\n</ul>\n<p>Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.</p>\n<p><b>David Einhorn’s Greenlight Capital</b></p>\n<p>Notable <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/GPRO\">GoPro</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/TECK\">Teck Resources Ltd</a></b></li>\n <li><b>ODP Corp</b></li>\n <li><b>SPDR S&amp;P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>ADT Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/APG\">APi Group Corp</a></b></li>\n <li><b>CNX Resources Corp</b></li>\n</ul>\n<p><b>David Tepper’s Appaloosa Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> Co</b></li>\n</ul>\n<p><b>Leon Cooperman’s Omega Advisors</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/LAD\">Lithia Motors</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOA\">Finance of America Companies Inc</a></b></li>\n <li><b>Alibaba Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a></b></li>\n <li><b>Vanguard500 Index Fund ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/EFA\">iShares MSCI EAFE ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/FOE\">Ferro</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/CMCSA\">Comcast</a> Corporation</b></li>\n</ul>\n<p><b>Barry Rosenstein’s Jana Partners</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Encompass Health Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/VG\">Vonage</a> Holdings Corp.</b></li>\n <li><b>SPDR S&amp;P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/CONE\">CyrusOne</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CSOD\">Cornerstone OnDemand</a>, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Conagra Brands Inc</b></li>\n <li><b>TreeHouse Foods Inc.</b></li>\n <li><b>Laboratory Corp. of America Holdings</b></li>\n</ul>\n<p><b>Jeff Smith’s Starboard Value</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Papa John's Int'l, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000</a> ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Aecom</b></li>\n <li><b>NortonLifeLock Inc</b></li>\n <li><b>Corteva Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVLT\">CommVault</a> Systems, Inc.</b></li>\n</ul>\n<p><b>Warren Buffett’s <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Kroger Co</b></li>\n <li><b>Organon &amp; Co</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/MRK\">Merck</a> &amp; Co., Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/GM\">General Motors</a> Company</b></li>\n <li><b><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> Systems Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVX\">Chevron</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> Co</b></li>\n <li><b><a href=\"https://laohu8.com/S/BIIB\">Biogen</a> Inc</b></li>\n</ul>\n<p><b>George Soros’ Soros Fund Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Amazon.com, Inc.</b></li>\n <li><b>Walt Disney Co</b></li>\n <li><b>Airbnb Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a></b></li>\n <li><b>Alphabet Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a></b></li>\n <li><b>iShares iBoxx $ Inv Grade Corporate Bond ETF</b></li>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/NKE\">Nike</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/BGC\">General</a> Motors Company</b></li>\n</ul>\n<p><b>Carl Icahn’s Icahn Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/IEPRR\">Icahn Enterprises LP</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/XRX\">Xerox</a> Holdings Corp</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/HLF\">Herbalife</a> Nutrition Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TEN\">Tenneco</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DK\">Delek US</a> Holdings Inc</b></li>\n <li><b>Welbilt Inc</b></li>\n</ul>\n<p><b>Bill Ackman’s <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Domino's Pizza, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/QSR\">Restaurant</a> Brands International Inc</b></li>\n <li><b>Lowe’s Companies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/HLT\">Hilton</a> Hotels Corporation</b></li>\n</ul>\n<p><b>Seth Klarman’s Baupost Group</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/SJR\">Shaw</a> <a href=\"https://laohu8.com/S/JCS\">Communications</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, Inc.</b></li>\n <li><b>Facebook, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOXBV\">Fox Corp</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/PEAK\">Healthpeak Properties</a> Inc</b></li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BABA":"阿里巴巴",".SPX":"S&P 500 Index","GOOGL":"谷歌A","ABNB":"爱彼迎","QTWO":"Q2 Holdings Inc",".DJI":"道琼斯","BRK.B":"伯克希尔B",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137059057","content_text":"The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.\nTakeaways From 13F Season:Investors who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.\n\nGoogle parent Alphabet has the attention of fund managers, with Tepper selling and Soros buying.\nAlibaba had a brutal quarter in part due to a regulatory on big tech stocks in China, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.\nBuffett continued accumulating Kroger shares while selling off health care investments.\nSeveral fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. & Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.\n\nHere’s a rundown of how the smart money was playing some of the most popular stocks last quarter.\nDavid Einhorn’s Greenlight Capital\nNotable Q2 Buys/Increases:\n\nGoPro Inc\nTeck Resources Ltd\nODP Corp\nSPDR S&P 500 ETF Trust\nExpedia Group Inc\n\nNotable Q2 Sells/Reductions:\n\nADT Inc\nAPi Group Corp\nCNX Resources Corp\n\nDavid Tepper’s Appaloosa Management\nNotable Q2 Buys/Increases:\n\nUber Technologies Inc\n\nNotable Q2 Sells/Reductions:\n\nT-Mobile Us Inc\nAmazon.com, Inc.\nAlibaba Group Holding Ltd - ADR\nFacebook, Inc.\nMicrosoft Corporation\nTwitter Inc\nAlphabet, Inc.\nNetflix Inc\nWalt Disney Co\n\nLeon Cooperman’s Omega Advisors\nNotable Q2 Buys/Increases:\n\nLithia Motors Inc\nFinance of America Companies Inc\nAlibaba Group Holding Ltd - ADR\nBausch Health Companies Inc\nVanguard500 Index Fund ETF\niShares MSCI EAFE ETF\n\nNotable Q2 Sells/Reductions:\n\nFerro Corporation\nComcast Corporation\n\nBarry Rosenstein’s Jana Partners\nNotable Q2 Buys/Increases:\n\nEncompass Health Corp\nVonage Holdings Corp.\nSPDR S&P 500 ETF Trust\nCyrusOne Inc\nCornerstone OnDemand, Inc.\n\nNotable Q2 Sells/Reductions:\n\nConagra Brands Inc\nTreeHouse Foods Inc.\nLaboratory Corp. of America Holdings\n\nJeff Smith’s Starboard Value\nNotable Q2 Buys/Increases:\n\nPapa John's Int'l, Inc.\nON Semiconductor Corp\niShares Russell 2000 ETF\niShares Russell Mid-Cap ETF\n\nNotable Q2 Sells/Reductions:\n\nAecom\nNortonLifeLock Inc\nCorteva Inc\nCommVault Systems, Inc.\n\nWarren Buffett’s Berkshire Hathaway\nNotable Q2 Buys/Increases:\n\nKroger Co\nOrganon & Co\n\nNotable Q2 Sells/Reductions:\n\nMerck & Co., Inc.\nGeneral Motors Company\nAxalta Coating Systems Ltd\nAbbVie Inc\nChevron Corporation\nBristol-Myers Squibb Co\nBiogen Inc\n\nGeorge Soros’ Soros Fund Management\nNotable Q2 Buys/Increases:\n\nAmazon.com, Inc.\nWalt Disney Co\nAirbnb Inc\nMGM Resorts International\nAlphabet Inc\n\nNotable Q2 Sells/Reductions:\n\nViacomCBS Inc.\niShares iBoxx $ Inv Grade Corporate Bond ETF\nT-Mobile Us Inc\nNike Inc\nGeneral Motors Company\n\nCarl Icahn’s Icahn Capital\nNotable Q2 Buys/Increases:\n\nIcahn Enterprises LP\nXerox Holdings Corp\n\nNotable Q2 Sells/Reductions:\n\nHerbalife Nutrition Ltd\nOccidental Petroleum Corporation\nTenneco Inc\nDelek US Holdings Inc\nWelbilt Inc\n\nBill Ackman’s Pershing Square Capital\nNotable Q2 Buys/Increases:\n\nDomino's Pizza, Inc.\n\nNotable Q2 Sells/Reductions:\n\nRestaurant Brands International Inc\nLowe’s Companies Inc\nAgilent Technologies Inc\nHilton Hotels Corporation\n\nSeth Klarman’s Baupost Group\nNotable Q2 Buys/Increases:\n\nShaw Communications Inc\nMicron Technology, Inc.\nFacebook, Inc.\n\nNotable Q2 Sells/Reductions:\n\neBay Inc\nFox Corp\nIntel Corporation\nHealthpeak Properties Inc","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895340962,"gmtCreate":1628726194556,"gmtModify":1676529831274,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/895340962","repostId":"1106699544","repostType":4,"repost":{"id":"1106699544","kind":"news","pubTimestamp":1628723648,"share":"https://ttm.financial/m/news/1106699544?lang=&edition=fundamental","pubTime":"2021-08-12 07:14","market":"us","language":"en","title":"Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises","url":"https://stock-news.laohu8.com/highlight/detail?id=1106699544","media":"The Street","summary":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.Nio  -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.Rev","content":"<blockquote>\n Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n</blockquote>\n<p>Nio&nbsp;(<b>NIO</b>) -Get Report&nbsp;posted better-than-expected second-quarter earnings Wednesday as&nbsp;the Chinese electric vehicle company reported a jump in revenue and raised its guidance.</p>\n<p>Shares of the Shanghai company were essentially flat at $43.99 in after-hours trading.<img src=\"https://static.tigerbbs.com/a746dc007dc46d29bf188a45bbc86aec\" tg-width=\"708\" tg-height=\"524\" referrerpolicy=\"no-referrer\">Nio reported a net loss of&nbsp;7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.</p>\n<p>Revenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.<img src=\"https://static.tigerbbs.com/63e109b5f649ae97d7a9d377b88b71e9\" tg-width=\"1797\" tg-height=\"471\" referrerpolicy=\"no-referrer\">Vehicle sales came to $1.23 billion, up 127% from a year ago.</p>\n<p>The company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.</p>\n<p>Niodelivered 7,931 vehicles in July, up 124.5% year-over-year,&nbsp;but down 1.9% from 8,083 in June.<img src=\"https://static.tigerbbs.com/8bf75d58d683b265aadac1f3bad5be7c\" tg-width=\"1690\" tg-height=\"245\" referrerpolicy=\"no-referrer\">For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.</p>\n<p>Revenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago.&nbsp;FactSet is calling for revenue of $1.32 billion.</p>\n<p>William Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved&nbsp;a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:</p>\n<p>\"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"</p>\n<p>Steven Wei Feng, Nio's chief financial officer, said&nbsp;vehicle margin and gross margin reached 20.3% and 18.6% respectively.</p>\n<p>The increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.</p>\n<p>Last month, Nio&nbsp;saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.</p>","source":"lsy1610613172068","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>Nio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises</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\">\nNio Stock: EV Maker's Second-Quarter Loss Narrows as Revenue Rises\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n\nNio (NIO) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle ...</p>\n\n<a href=\"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.thestreet.com/investing/nio-stock-ev-makers-second-quarter-loss-narrows-as-revenue-rises","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106699544","content_text":"Nio beats Wall Street's expectations as second-quarter vehicle sales surge 127%.\n\nNio (NIO) -Get Report posted better-than-expected second-quarter earnings Wednesday as the Chinese electric vehicle company reported a jump in revenue and raised its guidance.\nShares of the Shanghai company were essentially flat at $43.99 in after-hours trading.Nio reported a net loss of 7 cents a share. The adjusted loss coming to 3 cents a share. Analysts surveyed by FactSet were calling for a loss of 9 cents a share.\nRevenue totaled $1.31 billion, up 127.2% from a year ago. The FactSet consensus called for revenue of $1.30 billion.Vehicle sales came to $1.23 billion, up 127% from a year ago.\nThe company said the increase in vehicle sales in the quarter was mainly attributed to higher deliveries achieved from more product mix offered to Nio's users.\nNiodelivered 7,931 vehicles in July, up 124.5% year-over-year, but down 1.9% from 8,083 in June.For the third quarter, Nio is said it expects to deliver between 23,00 and 25,000 vehicles, up 88.4% to 104.8% from a year ago.\nRevenue for the third quarter is expected to range from $1.38 billion to $1.49 billion, up 96.9% to 112.8% from a year ago. FactSet is calling for revenue of $1.32 billion.\nWilliam Bin Li, Nio's founder, chairman and CEO, said in a statement that the company achieved a record-high quarterly delivery of 21,896 vehicles in the second quarter of 2021:\n\"While the global supply chain still faces uncertainties, we have been working closely with our partners to improve the overall supply chain production capacity,\" Bin said. \"We aim to deliver three new products based on the NIO Technology Platform 2.0 in 2022, including ET7, a flagship premium smart electric sedan.\"\nSteven Wei Feng, Nio's chief financial officer, said vehicle margin and gross margin reached 20.3% and 18.6% respectively.\nThe increase of vehicle margin was mainly driven by the increase of vehicle delivery volume, higher average selling price, as well as lower material cost, the company said.\nLast month, Nio saidthat by the end of 2025it planned to add 3,700 battery-swap stations, which would give it 4,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896871977,"gmtCreate":1628572708899,"gmtModify":1703508357638,"author":{"id":"3577671777664239","authorId":"3577671777664239","name":"invest0707","avatar":"https://static.tigerbbs.com/ab13ad9c3013d7006efa320cc22a104d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577671777664239","authorIdStr":"3577671777664239"},"themes":[],"htmlText":"Too high","listText":"Too high","text":"Too high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896871977","repostId":"1132727199","repostType":4,"repost":{"id":"1132727199","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628517118,"share":"https://ttm.financial/m/news/1132727199?lang=&edition=fundamental","pubTime":"2021-08-09 21:51","market":"us","language":"en","title":"Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.","url":"https://stock-news.laohu8.com/highlight/detail?id=1132727199","media":"Tiger Newspress","summary":"Tesla&nbsp;stock was up 2% in early&nbsp;trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.\n\n\n\n\n\nThe stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.","content":"<p>Tesla&nbsp;stock was up 2% in early&nbsp;trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.</p>\n<p><img src=\"https://static.tigerbbs.com/bf0e45da8943229703cc302cf4771aef\" tg-width=\"1273\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></p>\n<p>The stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.</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>Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-09 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla&nbsp;stock was up 2% in early&nbsp;trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.</p>\n<p><img src=\"https://static.tigerbbs.com/bf0e45da8943229703cc302cf4771aef\" tg-width=\"1273\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></p>\n<p>The stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132727199","content_text":"Tesla stock was up 2% in early trading following an upgrade to ‘buy’ from Jefferies with a target of $850 from the previous $700.\n\nThe stock was earlier rated ‘neutral’ at the brokerage. The new target price is 21.6% higher from the stock’s Friday close of $699.10.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}