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10-12

Keep calm and chill

2023-04-06

Thanks for sharing

Apple Stock: Bear vs. Bull

2022-11-25

Thanks for sharing

World Cup Mania Is Here: 2 Stocks That Are Poised to Gain

2022-11-22

Thanks

Don’t Tune Out for the Holidays. The Fed Minutes Will Be Must-Watch

2022-11-20

Thank you

Alphabet Vs. Meta Platforms: Which Stock Is The Better Investment?

2022-11-19

I don't consider LMT is in 'defensive' sector, I consider it as 'offensive' sector, so I will never invest into it.

7 Top-Tier Dividend Stocks to Buy for 2023

2022-11-18

AAPL MSFT DIS

3 Top Stocks to Buy for the Long Haul

2022-11-14

Thanks

Temasek Weighs Sale of Advanced MedTech, Likely Valued at About $1 Bln - Sources

2022-11-14

He asked for it.

Elon Musk Says "I Have Too Much Work on My Plate"

2022-11-13

Thanks

Alibaba: Refinement Of Zero COVID Policy Lifts Market Sentiments

2022-11-13

Nobody knows where is the bottom.

SPY: Bear Market Rally Or A Major Bottom?

2022-11-09

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Wall Street Ends Higher As Investors Eye U.S. Midterms

2022-11-08

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Why You Want To Own Tesla

2022-11-07

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Sorry, the original content has been removed

2022-11-03

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Apple Now Valued at More Than Amazon, Alphabet and Meta — Combined

2022-10-24

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The companies Warren Buffett owns might surprise you

2022-10-20

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Sorry, the original content has been removed

2022-10-19

Sell apple l, buy Iphone instead

Apple Earnings Are Likely To Bomb Going Forward

2022-10-19

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Why Chalice Mining, Core Lithium, Corporate Travel Management, and NIB are rising

2022-10-15

Thanks for sharing

2 Monster Stocks You'll Want to Buy Now and Hold Forever

Go to Tiger App to see more news

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sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948496558","repostId":"2325936495","repostType":2,"repost":{"id":"2325936495","kind":"highlight","pubTimestamp":1680733800,"share":"https://ttm.financial/m/news/2325936495?lang=&edition=fundamental","pubTime":"2023-04-06 06:30","market":"us","language":"en","title":"Apple Stock: Bear vs. Bull","url":"https://stock-news.laohu8.com/highlight/detail?id=2325936495","media":"Motley Fool","summary":"The company could be headed toward disaster with an upcoming venture into an unproven market.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Apple proved its strength in 2022 by outperforming many of its competitors.</p></li><li><p>However, bears are increasingly concerned about the company&#39;s soon-to-be-released VR/AR headset.</p></li><li><p>Success in digital services could mean the company still comes out on top.</p></li></ul><p>Last year was tough for the tech industry, with countless stocks affected by a sell-off. Some of the world&#39;s most valuable companies were hit hard by steep rises in inflation, curbing consumer spending. However, the economically challenging year brought to light the strengths and weaknesses of many businesses. For instance, <strong>Apple</strong> (AAPL -0.33%) proved its resilience by outperforming many of its peers throughout 2022. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be84d1f7bba9a961a90d2a4bc63ef317\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"720\" tg-height=\"533\"/><span>Data by YCharts</span></p><p></p><p>Apple amassed immense brand loyalty over the years thanks to the priority it places on quality and an interconnected product strategy, which promotes ease of use. As a result, its stock offers consistent gains over the long term.</p><p>However, before investing in this tech giant, you&#39;ll want to be aware of both its pros and cons. Here&#39;s the bear vs. bull for Apple&#39;s stock. </p><h2>Bear: Potential roadblocks when entering a new market</h2><p>In January, Bloomberg reported Apple has plans to launch its first virtual/augmented reality (VR/AR) headset in 2023 after years of speculation. The new device is expected to feature VR and AR capabilities, presented with an iPhone-like interface, and cost around $3,000. However, Apple could face obstacles in succeeding in its new venture amid an uncertain time for the industry. </p><p>VR has experienced a slight resurgence in recent years, boosted by <strong>Meta</strong>&#39;s Quest line of headsets and its push to grow what it calls the metaverse, or the next version of the internet. As a result, the Facebook owner achieved an 81% market in the VR and AR industry in the fourth quarter of 2022, according to Counterpoint Research. Despite Meta&#39;s efforts, however, the technology continues to have low adoption rates from consumers, with <strong>Microsoft</strong> and <strong>Disney</strong> recently shuttering their metaverse divisions after seeing a lack of engaging content.</p><p>Apple has a long history of succeeding when entering new markets, proven by its leading 34.4% market share in headphones after releasing the first AirPods in 2016, despite the presence of established brands such as Bose and <strong>Sony</strong>. However, the VR/AR market is still in its infancy, with its future largely uncertain. Apple will have its work cut out for it to overcome Meta&#39;s dominance and convince consumers to embrace the technology.</p><p>If any company could succeed in VR/AR, it would likely be Apple. However, if its coming headset doesn&#39;t pay off, a failed launch could be detrimental to its stock price. </p><h2>Bull: Apple has a swiftly expanding digital service business</h2><p>Despite potential trouble in its products, Apple&#39;s digital services business holds great promise. The company&#39;s current services library includes Apple TV+, Music, Fitness+, iCloud, and more, all accessible through a monthly subscription. In fiscal 2022, Apple&#39;s services segment earned the second-largest amount of revenue and reported growth of 14%, double the iPhone&#39;s 7%.</p><p>Apple&#39;s expansion into digital services allows it to lean less on the success of its products, which can fluctuate quarter to quarter and are more prone to disruptions from economic conditions. Services also offer attractive profit margins, with the segment hitting 71.7% profitability in 2022 while physical products&#39; margins were 36.3%.</p><p>On March 30, Apple furthered its venture into services by launching its first buy now, pay later (BNPL) program in the U.S., taking on companies like <strong>Affirm</strong> and Klarna. Named Apple Pay Later, the new program will allow consumers to split purchases costing between $50 and $1,000 over six weeks. Apple Pay Later sees the company using its power in services to boost the sales of its product, which will likely attract more consumers who otherwise would have bought from the competition. </p><h2>Is Apple stock a buy?</h2><p>Apple shares soared 294% in the last five years and 977% in the last ten years. The company has built itself into a tech behemoth, amassing the largest market cap in the world and offering investors consistent gains over the long term. </p><p>The company may face headwinds in the short term with its coming headset. However, with $20.54 billion in cash and equivalents as of Dec. 30, Apple has the funds and industry dominance to flourish in the long run. Meanwhile, its lucrative services business will likely continue boosting earnings for years. </p><p>As a result, Apple&#39;s stock is a no-brainer buy right now. </p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Bear vs. Bull</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\">\nApple Stock: Bear vs. Bull\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-06 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/05/apple-stock-bear-vs-bull/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSApple proved its strength in 2022 by outperforming many of its competitors.However, bears are increasingly concerned about the company's soon-to-be-released VR/AR headset.Success in digital ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/05/apple-stock-bear-vs-bull/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0072462426.USD":"贝莱德全球配置 A2","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4507":"流媒体概念","BK4579":"人工智能","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4553":"喜马拉雅资本持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4574":"无人驾驶","BK4515":"5G概念","BK4573":"虚拟现实","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4512":"苹果概念","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","AAPL":"苹果","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4550":"红杉资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4559":"巴菲特持仓","BK4527":"明星科技股","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4576":"AR","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc"},"source_url":"https://www.fool.com/investing/2023/04/05/apple-stock-bear-vs-bull/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325936495","content_text":"KEY POINTSApple proved its strength in 2022 by outperforming many of its competitors.However, bears are increasingly concerned about the company's soon-to-be-released VR/AR headset.Success in digital services could mean the company still comes out on top.Last year was tough for the tech industry, with countless stocks affected by a sell-off. Some of the world's most valuable companies were hit hard by steep rises in inflation, curbing consumer spending. However, the economically challenging year brought to light the strengths and weaknesses of many businesses. For instance, Apple (AAPL -0.33%) proved its resilience by outperforming many of its peers throughout 2022. Data by YChartsApple amassed immense brand loyalty over the years thanks to the priority it places on quality and an interconnected product strategy, which promotes ease of use. As a result, its stock offers consistent gains over the long term.However, before investing in this tech giant, you'll want to be aware of both its pros and cons. Here's the bear vs. bull for Apple's stock. Bear: Potential roadblocks when entering a new marketIn January, Bloomberg reported Apple has plans to launch its first virtual/augmented reality (VR/AR) headset in 2023 after years of speculation. The new device is expected to feature VR and AR capabilities, presented with an iPhone-like interface, and cost around $3,000. However, Apple could face obstacles in succeeding in its new venture amid an uncertain time for the industry. VR has experienced a slight resurgence in recent years, boosted by Meta's Quest line of headsets and its push to grow what it calls the metaverse, or the next version of the internet. As a result, the Facebook owner achieved an 81% market in the VR and AR industry in the fourth quarter of 2022, according to Counterpoint Research. Despite Meta's efforts, however, the technology continues to have low adoption rates from consumers, with Microsoft and Disney recently shuttering their metaverse divisions after seeing a lack of engaging content.Apple has a long history of succeeding when entering new markets, proven by its leading 34.4% market share in headphones after releasing the first AirPods in 2016, despite the presence of established brands such as Bose and Sony. However, the VR/AR market is still in its infancy, with its future largely uncertain. Apple will have its work cut out for it to overcome Meta's dominance and convince consumers to embrace the technology.If any company could succeed in VR/AR, it would likely be Apple. However, if its coming headset doesn't pay off, a failed launch could be detrimental to its stock price. Bull: Apple has a swiftly expanding digital service businessDespite potential trouble in its products, Apple's digital services business holds great promise. The company's current services library includes Apple TV+, Music, Fitness+, iCloud, and more, all accessible through a monthly subscription. In fiscal 2022, Apple's services segment earned the second-largest amount of revenue and reported growth of 14%, double the iPhone's 7%.Apple's expansion into digital services allows it to lean less on the success of its products, which can fluctuate quarter to quarter and are more prone to disruptions from economic conditions. Services also offer attractive profit margins, with the segment hitting 71.7% profitability in 2022 while physical products' margins were 36.3%.On March 30, Apple furthered its venture into services by launching its first buy now, pay later (BNPL) program in the U.S., taking on companies like Affirm and Klarna. Named Apple Pay Later, the new program will allow consumers to split purchases costing between $50 and $1,000 over six weeks. Apple Pay Later sees the company using its power in services to boost the sales of its product, which will likely attract more consumers who otherwise would have bought from the competition. Is Apple stock a buy?Apple shares soared 294% in the last five years and 977% in the last ten years. The company has built itself into a tech behemoth, amassing the largest market cap in the world and offering investors consistent gains over the long term. The company may face headwinds in the short term with its coming headset. However, with $20.54 billion in cash and equivalents as of Dec. 30, Apple has the funds and industry dominance to flourish in the long run. Meanwhile, its lucrative services business will likely continue boosting earnings for years. As a result, Apple's stock is a no-brainer buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966015952,"gmtCreate":1669344915376,"gmtModify":1676538186538,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966015952","repostId":"1123188420","repostType":4,"repost":{"id":"1123188420","kind":"news","pubTimestamp":1669347495,"share":"https://ttm.financial/m/news/1123188420?lang=&edition=fundamental","pubTime":"2022-11-25 11:38","market":"us","language":"en","title":"World Cup Mania Is Here: 2 Stocks That Are Poised to Gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1123188420","media":"TipRanks","summary":"The World Cup – the biggest global sporting event – kicked off on Sunday in Qatar. Despite the tourn","content":"<div>\n<p>The World Cup – the biggest global sporting event – kicked off on Sunday in Qatar. Despite the tournament’s controversial location, the soccer (or as it is known by the rest of the world, football) ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/world-cup-mania-is-here-2-stocks-that-are-poised-to-gain\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>World Cup Mania Is Here: 2 Stocks That Are Poised to Gain</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\">\nWorld Cup Mania Is Here: 2 Stocks That Are Poised to Gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-25 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/world-cup-mania-is-here-2-stocks-that-are-poised-to-gain><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The World Cup – the biggest global sporting event – kicked off on Sunday in Qatar. Despite the tournament’s controversial location, the soccer (or as it is known by the rest of the world, football) ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/world-cup-mania-is-here-2-stocks-that-are-poised-to-gain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EA":"艺电","FUBO":"fuboTV Inc."},"source_url":"https://www.tipranks.com/news/article/world-cup-mania-is-here-2-stocks-that-are-poised-to-gain","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123188420","content_text":"The World Cup – the biggest global sporting event – kicked off on Sunday in Qatar. Despite the tournament’s controversial location, the soccer (or as it is known by the rest of the world, football) extravaganza is expected to draw an audience of billions who will tune in to watch icons such as Lionel Messi, Christiano Ronaldo and Kylian Mbappe attempt to get their hands on the Jules Rimet trophy and write their names and their countries’ fellow representatives into history.Just for context, the previous 2018 World Cup saw an audience of over 3.6 billion people watch matches, with the final drawing 1.12 billion viewers – that’s more than 5x above the viewing figures for the 2022 Super Bowl.Such a global happening is bound to have commercial implications and could be advantageous to certain categories. To which ones exactly? Streaming platforms, online betting, soccer video games, digital advertising and sporting goods/apparel, all come readily to mind as segments which could benefit.With this in mind, we delved into the TipRanks database and pulled up two names which could get a boost from this global sporting festival. Let’s kick off.Electronic Arts (EA)Attempting to emulate the skills of global sports gods is a favorite pastime for gamers and the first stock will look at is an expert at providing such thrills. Electronic Arts is one of the video gaming space’s titans and a home computer gaming trailblazer.Specifically relating to the World Cup, its EA Sports titles include the FIFA soccer game in addition to titles such as NBA Live, Madden NFL, and NHL. The portfolio, however, extends beyond just sports titles, and includes some of gaming’s most well-known brands like Apex Legends, Battlefield, Need for Speed, and Plants vs. Zombies, amongst others.After benefiting immensely from the work-from-home trend during the pandemic, the reopening and then the economic downturn have been headwinds for the gaming industry as sales have cooled down in 2022.As such, EA’s latest quarterly report, for the second fiscal quarter (September quarter) was a mixed affair. Net bookings fell by 5.4% year-over-year to $1.75 billion, missing the Street’s forecast by $30 million, while the company also lowered its FY 2023 net bookings outlook from the range between $7.90 billion to $8.10 billion to the range between $7.65 billion and $7.85 billion. The Street’s forecast stood at $7.97 billion.However, the company beat expectations on the bottom-line with EPS of $1.07 coming in ahead of the $1.00 consensus estimate. Moreover, the company raised its FY 2023 EPS forecast to around $3.11-$3.34 from the prior guidance of $2.79-$2.87.Wedbush analyst Michael Pachter makes note of the strong performance in the current quarter from the game which stands to benefit the most from the World Cup.“FIFA is off to a record start so far this quarter, and the company announced several initiatives to drive Ultimate Team engagement as the tournament progresses over the remainder of the quarter,” the analyst said. “We’re confident in EA’s ability to grow the franchise in a World Cup year, and especially confident in its ability to grow this quarter, which is historically strong on its own… We continue to believe that the video game industry is undervalued, having historically traded at a significant premium to the market multiple.”To this end, Pachter rates EA shares an Outperform (i.e. Buy) while his $164 price target makes room for 12-month gains of 25%.Looking at the consensus breakdown, based on 9 Buy ratings vs. 4 Holds, EA receives a Moderate Buy consensus rating.fuboTV (FUBO)Let’s now look at a stock that stands to benefit in a different way from the World Cup. FuboTV is a streaming platform, and one that is mainly focused on sports.In fact, upon its launch in 2015, the streaming service was focused solely on soccer, but in 2017 changed tack to become an all-sports service and later, targeting the cord-cutting trend morphed into a virtual multichannel video programming distributor (vMVPD) model offering also non-sports programs. That said, sports remain the main focal point and depending on region (the service is available in the U.S., Canada and Spain), subscribers can watch EPL, NBA, MLB, NFL, NHL, MLS, CPL games as well as international football.Those subscribers have been growing with each quarter as was the case again in Q3. North American subscribers rose by 31% year-over-year to a record 1,231,000, while international subs reached 358,000. All this helped the company generate revenue of $225 million, above the $213 million expected on Wall Street.Ongoing growth aside, the problem for FUBO has been one of profitability – or lack thereof – a situation the company hopes to fix by 2025. While the continued losses, along with other issues such as rising competition and the effects of inflation are worries for Wedbush’s Michael Pachter, the analyst believes the fact FUBO raised its revenue and subscriber outlook when it released the Q3 metrics is indicative of how the company can make headway on account of the games.“We think management’s confidence around Q4 results in due in part to increased political advertising, as well as the anticipated uptick in subscribers driven by the upcoming World Cup, which fuboTV will uniquely be broadcasting in 4K,” Pachter explained. “Given the upside and downside risk, we think the current share price affords a compelling entry point.”To this end, Pachter has an Outperform (i.e. Buy) rating for FUBO shares, backed by a $5 price target. There’s plenty of upsides – 80% to be exact – should the target be met over the next 12 months.Overall, with 3 Buy and Hold ratings, each, the stock claims a Moderate Buy consensus view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968302224,"gmtCreate":1669120470469,"gmtModify":1676538154750,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968302224","repostId":"1144482071","repostType":4,"repost":{"id":"1144482071","kind":"news","pubTimestamp":1669119688,"share":"https://ttm.financial/m/news/1144482071?lang=&edition=fundamental","pubTime":"2022-11-22 20:21","market":"us","language":"en","title":"Don’t Tune Out for the Holidays. The Fed Minutes Will Be Must-Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1144482071","media":"Barron's","summary":"The holiday season is almost here, but don’t switch off just yet.The Federal Reserve minutes Wednesd","content":"<html><head></head><body><p>The holiday season is almost here, but don’t switch off just yet.</p><p>The Federal Reserve minutes Wednesday are likely to be the final piece of news piquing the interest of investors before the Thanksgiving holiday.</p><p>The minutes are usually closely watched and this time will be no different, with markets keen to digest the Fed discussions on the future path of interest rates.</p><p>It’s not like they’ve been starved in recent weeks. Comments by a number of Fed speakers have kept investors more than busy, not least those made by James Bullard. The St Louis Fed President said rates weren’t nearly high enough and that a policy rate of 7% may be needed to calm inflation–it currently sits at 3.75% to 4%.</p><p>In what could have been a direct response, San Francisco Fed President Mary Daly offered a reminder that the Fed’s quantitative tightening–the shrinking of its balance sheet–was also having an impact. She warned against the perils of overtightening if the central bank doesn’t factor in the lag between policy changes and impacts on the economy.</p><p>Those speeches, and several more, have been played out in public but with the minutes investors will learn where the direct discussions between officials are heading. Granted, they are discussions that happened several weeks ago, but they could also lift the lid on various scenarios, dependent on inflation and other data.</p><p>Since the Fed’s November meeting, data showed U.S. inflation cooled in October to its slowest pace since the start of the year, to the delight of stock markets. The minutes could change how markets interpret and react to upcoming data.</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don’t Tune Out for the Holidays. The Fed Minutes Will Be Must-Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon’t Tune Out for the Holidays. The Fed Minutes Will Be Must-Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-22 20:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/things-to-know-today-51669111828?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The holiday season is almost here, but don’t switch off just yet.The Federal Reserve minutes Wednesday are likely to be the final piece of news piquing the interest of investors before the ...</p>\n\n<a href=\"https://www.barrons.com/articles/things-to-know-today-51669111828?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/things-to-know-today-51669111828?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144482071","content_text":"The holiday season is almost here, but don’t switch off just yet.The Federal Reserve minutes Wednesday are likely to be the final piece of news piquing the interest of investors before the Thanksgiving holiday.The minutes are usually closely watched and this time will be no different, with markets keen to digest the Fed discussions on the future path of interest rates.It’s not like they’ve been starved in recent weeks. Comments by a number of Fed speakers have kept investors more than busy, not least those made by James Bullard. The St Louis Fed President said rates weren’t nearly high enough and that a policy rate of 7% may be needed to calm inflation–it currently sits at 3.75% to 4%.In what could have been a direct response, San Francisco Fed President Mary Daly offered a reminder that the Fed’s quantitative tightening–the shrinking of its balance sheet–was also having an impact. She warned against the perils of overtightening if the central bank doesn’t factor in the lag between policy changes and impacts on the economy.Those speeches, and several more, have been played out in public but with the minutes investors will learn where the direct discussions between officials are heading. Granted, they are discussions that happened several weeks ago, but they could also lift the lid on various scenarios, dependent on inflation and other data.Since the Fed’s November meeting, data showed U.S. inflation cooled in October to its slowest pace since the start of the year, to the delight of stock markets. The minutes could change how markets interpret and react to upcoming data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961870071,"gmtCreate":1668917960893,"gmtModify":1676538128467,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thank you&nbsp;","listText":"Thank you&nbsp;","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961870071","repostId":"2284785084","repostType":4,"repost":{"id":"2284785084","kind":"highlight","pubTimestamp":1668905591,"share":"https://ttm.financial/m/news/2284785084?lang=&edition=fundamental","pubTime":"2022-11-20 08:53","market":"us","language":"en","title":"Alphabet Vs. Meta Platforms: Which Stock Is The Better Investment?","url":"https://stock-news.laohu8.com/highlight/detail?id=2284785084","media":"Seeking Alpha","summary":"SummaryAlphabet and Meta are two giants in highly competitive markets, both with their specific risk","content":"<html><head></head><body><p>Summary</p><ul><li>Alphabet and Meta are two giants in highly competitive markets, both with their specific risk profiles, while also offering massive opportunities to investors.</li><li>GOOG reported a superior performance over the past years, while both stocks may offer great opportunities for investors, the ability to achieve the targets and the optionality will be determinant.</li><li>Both companies share the same Achilles heel, in an industry that is forecasted to grow substantially over the next decade, while it also exposes their revenue stream to demand-driven fluctuations.</li><li>This article focuses on long-term investment opportunities based on in-depth fundamental analysis and I offer two valuation models structured around multiple outcome scenarios.</li></ul><p>The technology sector is among the worst performers in the past year, losing over 30% of its value. While many stocks may have been excessively hyped during the massive rebound out of the pandemic-lows, others have been under pressure because of rising inflation, a higher cost of capital, bottlenecks among the supply chains, as well as headwinds caused by pandemic-related restrictions, geo-political tensions, and the ongoing war in Ukraine. Companies in the Information technology services industry could perform better from a yearly perspective but lately have been struggling to rebound, while others, such as the semiconductor and the solar industries, have recently been leading the sector.</p><p></p><p><img src=\"https://static.tigerbbs.com/24926893763e4d5e2c2059c3a396961e\" tg-width=\"640\" tg-height=\"102\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>finviz</p><p><img src=\"https://static.tigerbbs.com/1f119d5f53fe3121bf55f9c893934749\" tg-width=\"640\" tg-height=\"98\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>finviz</p><p>The two selected companies are two global giants in their industry, with Alphabet (NASDAQ:NASDAQ:GOOG) (NASDAQ:GOOGL) having nearly a monopoly in the online search field, as Google processes over 92% of online search volume worldwide, and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (NASDAQ:NASDAQ:META) counting 3.71B monthly users in Q3 2022, among the company’s core products, Facebook, WhatsApp, Instagram, or Messenger, up 4% Year-over-Year [YoY].</p><p></p><p><img src=\"https://static.tigerbbs.com/466ecae9b7a6150d62e4e702446ea1b7\" tg-width=\"640\" tg-height=\"162\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using TIKR</p><p>While the two companies once were identified as a digital duopoly, because of their massive market share in global online advertising, more recently, companies such as Amazon.com (NASDAQ:AMZN), Alibaba (NYSE:BABA), Tencent (OTCX:OTCPK:TCEHY), or ByteDance through their social media TikTok, have penetrated the market and contributed to the erosion of this duopoly.</p><p><img src=\"https://static.tigerbbs.com/0ba8cba90ad500702aed27aa4769d952\" tg-width=\"398\" tg-height=\"476\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from Insider Intelligence, Research and Markets, Company filings</p><p>The global IT Services market is projected to grow at a 9.5% Compound Annual Growth Rate [CAGR] through 2031, while the global digital advertising market is forecasted to grow even faster at a 13.9% CAGR, reaching a size of $1.79T through 2031. The sustained market growth is driven by the broader penetration of internet users, technological advancement, rising spending in digital advertising, and the expanding popularity of mobile phones and digital media across the world, while platforms such as in-app, mobile ads, connected TV or social media advertising are increasingly important vectors in the industry.</p><h2><b>An in-depth company comparison</b></h2><p><img src=\"https://static.tigerbbs.com/c3b292a512ca86202c0549254543bfb5\" tg-width=\"472\" tg-height=\"546\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>The financial comparison highlights the major relative strengths and weaknesses of the two giants. In terms of their Return on Invested Capital [ROIC], a very important metric I consider when pondering an investment decision, as a company must be able to consistently create value to be a sustainable investment, Alphabet seems to gradually increase its capital allocation efficiency over the past few years. Although Meta has been more efficient in the past, the metric has progressively dropped, until recently significantly falling under Alphabet’s level. The latter seems to have a more efficient core business, but Meta has seemingly more efficient cash management, observed in the relatively narrow spread between their ROIC and the Return on Capital Employed [ROCE], while Alphabet could significantly increase its capital allocation efficiency as the company reported a massive cash position of over $116B.</p><p><img src=\"https://static.tigerbbs.com/fa03acf041d1be505b4a32558b182c46\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>Although Meta reports by far the higher gross margin, this metric’s growth is seemingly dropping from 21.94% CAGR in the past 5 years to 17.88% CAGR in the past 3 years. While Alphabet reported a lower actual value, the company saw this metric slightly increase from 19.38% CAGR to 20.72% CAGR, over the same time window. Meta’s main source of revenue began faltering as the widely popular video app TikTok massively increased its audience, and other companies increased their market share in the online advertising space, while Apple’s (NASDAQ:AAPL) shift to a strict app tracking transparency privacy policy, requiring the user’s approval for apps to be able to track their data, had an estimated two-digit billion impact on Meta’s revenue. On the operational side, the companies have an even more divergent profile, as Alphabet demonstrated being capable of significantly increasing its operational profitability from 22.13% CAGR in the past 5 years, to 29.80% CAGR over the past 3 years, while Meta’s operating margin growth is decelerating from 11.96% CAGR to 7.03% CAGR over the same period. Meta is massively investing in the development of the Metaverse while rising doubts emerge concerning the company’s ability to reach its ambitious goals in a concept that only a few people understand, while at the same time the company struggles with a weakening advertising business.</p><p><img src=\"https://static.tigerbbs.com/8f1f88c88d16069afac3b3d995567a30\" tg-width=\"640\" tg-height=\"153\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>Meta reportedly has a more cash-rich business than the analyzed peer, while none of them is paying a dividend, both companies spend billions in share-repurchase programs. Alphabet announced its biggest share-buyback program of over $70B earlier this year, a major increase after the authorized buyback of $50B in 2021 and $25B in 2019. Meta has reportedly spent $91B to repurchase 377M stocks at an average price of $242, between 2017 and September 2022, a price that seems steep, considering that the actual share price is valued at -53% of that price. Meta also reports significantly higher EPS, while in those terms, Alphabet has had a less negative development over the most recent quarters and reported significantly higher growth over the past few years. Both companies are relying on debt for sustaining their business, increasing significantly their debt reliance since 2019, as the historically low-interest rates pushed many companies to consider more debt in their financing strategy. That said, both companies could repay the entirety of their debt exposure as shown in their net debt position and low leverage ratio.</p><h2>The stocks’ performance</h2><p>Considering both stocks’ performance in the past 5 years, GOOG reported a solid performance of 93.44%, while META performed significantly worse, losing 37.65% over the analyzed period. The most significant references show a mixed picture, with the S&amp;P 500 (SP500) returning approximately 53%, and the Nasdaq technology index, tracked by the Invesco QQQ ETF (QQQ) marked over 85% performance, while more industry-focused references, such as the <a href=\"https://laohu8.com/S/XLC\">Communication Services Select Sector SPDR Fund</a> (XLC) performed flat, while the Technology Select Sector SPDR ETF (XLK) is the strongest outperformer of the analyzed references.</p><p><img src=\"https://static.tigerbbs.com/51b316e664d2e9457222c2ae8e80185d\" tg-width=\"640\" tg-height=\"198\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using SeekingAlpha.com</p><p>While both stocks display periods of relative strength, GOOG reported massive resilience after every major drop, while META has significantly suffered after its All-Time-High [ATH] in September 2021, leading to massive value destruction for its investors, being priced at levels not seen since 2016. In the next section, I will show how the next few years are forecasted to play out for both companies and if the actual stock price may offer an interesting opportunity, while also assessing the possible risks in different scenarios.</p><h2>Valuation</h2><p>To determine the actual fair value for both company&#39;s stock prices, I rely on the following Discounted Cash Flow [DCF] model, which extends over a forecast period of 5 years with 3 different sets of assumptions ranging from a more conservative to a more optimistic scenario, based on the metrics determining the WACC and the terminal value. As forecasted by the street consensus, Alphabet is anticipated to generate a massive 17.27% Free Cash Flow [FCF] CAGR over the coming 5 years, with its operating and net profitability increasing at respectively 12.73% and 13.80% CAGR, while its revenue is projected to expand at solid 10.98%, above the expected growth in the relevant industries.</p><p><img src=\"https://static.tigerbbs.com/4f307c189819f83e89ac5301f675e985\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>The valuation takes into account a tighter monetary policy, which will undeniably be a reality in many economies worldwide in the coming years and lead to a higher weighted average cost of capital.</p><p><img src=\"https://static.tigerbbs.com/dfdac1fd157fda94ba58871ccb1c7b3f\" tg-width=\"573\" tg-height=\"599\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p>I compute my opinion in terms of likelihood for the three different scenarios, and I, therefore, consider the stock to be significantly undervalued with a weighted average price target with about 54% upside potential at $152.</p><p>Meta is forecasted to expand slower, with its sales growing at 9.20% CAGR over the next 5 years, and its operating and net profit margins are expected to grow between 8.5% and 8.9%, in terms of FCF the company is anticipated to substantially increase its metric, with 17.61% CAGR through 2026.</p><p></p><p><img src=\"https://static.tigerbbs.com/15cc9d6404157e698d23631783f3f4cd\" tg-width=\"640\" tg-height=\"398\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>I then consider the same three scenarios affected by the company’s fundamentals and by the exogenous factors.</p><p></p><p><img src=\"https://static.tigerbbs.com/c566b27f98414ced096c76621fbf9c00\" tg-width=\"573\" tg-height=\"598\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p>Despite both stocks seemingly being undervalued, when considering the weighted average price target, the two modelizations suggest that GOOG may offer a higher expected return, while META’s expected performance is seen 50% higher than the latest closing price, or at about $167. Both modelizations emphasize the still substantial expected return, also in the less optimistic scenario.</p><p>Investors should consider that those forecasts are based on a relatively conservative assumption in terms of perpetual growth rates, higher discount rates, and the recent trend in increased interest rates, which reflects the actual situation and forecast possible scenarios. An inversion of this trend would change this perspective and value the company at a higher price.</p><h2>Outlook and Risk discussion</h2><p>With both companies having tremendous possibilities to expand their powerful product ecosystem, it’s quite difficult to estimate their relevant total addressable market [TAM], as both peers have shown to be able to significantly grow their business either organically or through strategic acquisitions. Alphabet and Meta own strong brands with Google ranked in the fourth position in Interbrand&#39;s Best Global Brands, while Facebook is ranked 17th. Google’s essentially monopolistic position in search engines, its gigantic database with no equal data-harvesting worldwide, and the dominant position in the smartphone industry with Android estimated to hold a share of 72% in the mobile operating systems’ market, while Apple is progressively gaining market shares, are only some of the company’s major strengths. Despite this, with approximately 80% of its revenue originating from income related to advertising, the company’s revenue model is highly exposed to demand fluctuations, and with a recession likely seen coming in major global economies, dropping consumer spending and cuts in expenses on advertising, will likely have a tangible negative effect on the company’s results. Privacy concerns and regulatory pressure, as well as data security, are also possible future threats to Alphabet, Meta, and their peers, as the biggest strength for the companies, the massive data collection, is the most damaging weakness for their users. Among Alphabet’s most promising opportunities I do like to underscore the company’s positioning in terms of Artificial Intelligence [AI], Machine Learning [ML], and cloud-based business, as well as its expansion into the wearable OS market, and the great diversification opportunities the company could access or create through its colossal financial strength.</p><p>Meta is building a strong product portfolio including WhatsApp, Instagram, Messenger, Oculus, Workplace, Portal, and Calibra to diversify from Facebook and create expanded opportunities in strong secular trends. With over 45% of the world’s population using Facebook or its family products, the company holds an extremely powerful and irreplaceable position. But with approximately 98% of revenue originating from advertising, Meta is even more exposed to demand-driven fluctuations than Alphabet, and since the company is massively investing and focusing its resources on developing its visionary Metaverse, the diversification opportunities are, at least for the moment, seemingly more limited than Alphabet’s. Facebook has been losing popularity after facing backlash over its negligence in protecting the user’s privacy, while negative publicity, allegations of racial basis, or the platform’s inability to control the spread of fake and misleading information, may have cast a shadow on the company’s once brighter outlook. Despite this, Meta faces many opportunities in terms of possible monetization of its platforms through paid services such as news subscriptions, peer-to-peer marketplaces, online dating apps, e-wallets, or the development of other hardware devices, while its existing technologies could also be integrated or connected with a variety of other applications, such as e-commerce, gaming, or expanded into the digital creators&#39; space, or by offering remote-work solutions. In terms of future-oriented secular growth vectors, Meta has extensive expertise in AI and ML, which the company could use to penetrate markets such as the technologies used for autonomous vehicles, where other competitors like Google, Amazon, and Apple are already massively investing.</p><p>Alphabet is rated with a Strong Buy rating from Seeking Alpha’s Quant Rating since August 25, 2022, and holds the first two positions in the Interactive Media and Services industry through its two share classes.</p><p></p><p><img src=\"https://static.tigerbbs.com/5b711fdd651560e12eb413b5c4321377\" tg-width=\"640\" tg-height=\"183\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SeekingAlpha.com</p><p>Meta has instead been qualified as a Hold position since the end of 2021 and is ranked 22 out of 62 in the relevant industry. Both companies are without seen excelling in terms of profitability, while growth and valuation seem to be less favorable factors in the actual uncertain market environment, with Meta also significantly suffering from the negative momentum in its more recent price action.</p><p></p><p><img src=\"https://static.tigerbbs.com/c27a653d50c6e2a961374aeaa87c1171\" tg-width=\"640\" tg-height=\"183\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SeekingAlpha.com</p><h2>The Verdict: Which stock is the better buy?</h2><p>The two analyzed companies are two global leaders in the technology services industry, with their respective strengths and weaknesses, but also offering inherent opportunities with their correlated risks. From an investor&#39;s point of view, it’s important to consider the company’s ability to create value for its shareholders, while minimizing the risks. Past performance is not a guarantee for future results, and despite GOOG overall performing significantly better than META in the past few years, the latter is seemingly offering great opportunities ahead, and my rather conservative modelization hints at the significant undervaluation of both stocks. Both companies have strong financials and report high profitability, but Alphabet is seemingly on a better path, as the company reported an overall better trend and is expected to optimize its profitability even further, while also owning a massive idling cash position that offers incredibly many options, and could even further increase the company’s already superior capital allocation efficiency. </p><p>Meta’s huge bet on the Metaverse may lead to great success, but it also bears a major risk, in times when the company’s great dependency on advertising spending is under pressure. While both companies’ Achilles heel is seemingly their dependency on spending in digital advertising, Meta is more reliant on it than Alphabet, and may also have shown less intention to diversify its revenue streams, when compared to its colossal peers. </p><p>I consider both companies as being a buy position for long-term oriented investors, but overall in this comparative analysis, I chose Alphabet as my favorite stock pick, for its preeminent opportunities and lower risk profile, while seemingly also offering the greater potential in its stock performance, when considering all three forecasted scenarios.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Vs. Meta Platforms: Which Stock Is The Better Investment?</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\">\nAlphabet Vs. Meta Platforms: Which Stock Is The Better Investment?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 08:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559206-alphabet-vs-meta-platforms-which-stock-is-the-better-investment><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlphabet and Meta are two giants in highly competitive markets, both with their specific risk profiles, while also offering massive opportunities to investors.GOOG reported a superior ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559206-alphabet-vs-meta-platforms-which-stock-is-the-better-investment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","META":"Meta Platforms, Inc.","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4559206-alphabet-vs-meta-platforms-which-stock-is-the-better-investment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284785084","content_text":"SummaryAlphabet and Meta are two giants in highly competitive markets, both with their specific risk profiles, while also offering massive opportunities to investors.GOOG reported a superior performance over the past years, while both stocks may offer great opportunities for investors, the ability to achieve the targets and the optionality will be determinant.Both companies share the same Achilles heel, in an industry that is forecasted to grow substantially over the next decade, while it also exposes their revenue stream to demand-driven fluctuations.This article focuses on long-term investment opportunities based on in-depth fundamental analysis and I offer two valuation models structured around multiple outcome scenarios.The technology sector is among the worst performers in the past year, losing over 30% of its value. While many stocks may have been excessively hyped during the massive rebound out of the pandemic-lows, others have been under pressure because of rising inflation, a higher cost of capital, bottlenecks among the supply chains, as well as headwinds caused by pandemic-related restrictions, geo-political tensions, and the ongoing war in Ukraine. Companies in the Information technology services industry could perform better from a yearly perspective but lately have been struggling to rebound, while others, such as the semiconductor and the solar industries, have recently been leading the sector.finvizfinvizThe two selected companies are two global giants in their industry, with Alphabet (NASDAQ:NASDAQ:GOOG) (NASDAQ:GOOGL) having nearly a monopoly in the online search field, as Google processes over 92% of online search volume worldwide, and Meta Platforms (NASDAQ:NASDAQ:META) counting 3.71B monthly users in Q3 2022, among the company’s core products, Facebook, WhatsApp, Instagram, or Messenger, up 4% Year-over-Year [YoY].Author, using TIKRWhile the two companies once were identified as a digital duopoly, because of their massive market share in global online advertising, more recently, companies such as Amazon.com (NASDAQ:AMZN), Alibaba (NYSE:BABA), Tencent (OTCX:OTCPK:TCEHY), or ByteDance through their social media TikTok, have penetrated the market and contributed to the erosion of this duopoly.Author, using data from Insider Intelligence, Research and Markets, Company filingsThe global IT Services market is projected to grow at a 9.5% Compound Annual Growth Rate [CAGR] through 2031, while the global digital advertising market is forecasted to grow even faster at a 13.9% CAGR, reaching a size of $1.79T through 2031. The sustained market growth is driven by the broader penetration of internet users, technological advancement, rising spending in digital advertising, and the expanding popularity of mobile phones and digital media across the world, while platforms such as in-app, mobile ads, connected TV or social media advertising are increasingly important vectors in the industry.An in-depth company comparisonAuthor, using data from S&P Capital IQThe financial comparison highlights the major relative strengths and weaknesses of the two giants. In terms of their Return on Invested Capital [ROIC], a very important metric I consider when pondering an investment decision, as a company must be able to consistently create value to be a sustainable investment, Alphabet seems to gradually increase its capital allocation efficiency over the past few years. Although Meta has been more efficient in the past, the metric has progressively dropped, until recently significantly falling under Alphabet’s level. The latter seems to have a more efficient core business, but Meta has seemingly more efficient cash management, observed in the relatively narrow spread between their ROIC and the Return on Capital Employed [ROCE], while Alphabet could significantly increase its capital allocation efficiency as the company reported a massive cash position of over $116B.Author, using data from S&P Capital IQAlthough Meta reports by far the higher gross margin, this metric’s growth is seemingly dropping from 21.94% CAGR in the past 5 years to 17.88% CAGR in the past 3 years. While Alphabet reported a lower actual value, the company saw this metric slightly increase from 19.38% CAGR to 20.72% CAGR, over the same time window. Meta’s main source of revenue began faltering as the widely popular video app TikTok massively increased its audience, and other companies increased their market share in the online advertising space, while Apple’s (NASDAQ:AAPL) shift to a strict app tracking transparency privacy policy, requiring the user’s approval for apps to be able to track their data, had an estimated two-digit billion impact on Meta’s revenue. On the operational side, the companies have an even more divergent profile, as Alphabet demonstrated being capable of significantly increasing its operational profitability from 22.13% CAGR in the past 5 years, to 29.80% CAGR over the past 3 years, while Meta’s operating margin growth is decelerating from 11.96% CAGR to 7.03% CAGR over the same period. Meta is massively investing in the development of the Metaverse while rising doubts emerge concerning the company’s ability to reach its ambitious goals in a concept that only a few people understand, while at the same time the company struggles with a weakening advertising business.Author, using data from S&P Capital IQMeta reportedly has a more cash-rich business than the analyzed peer, while none of them is paying a dividend, both companies spend billions in share-repurchase programs. Alphabet announced its biggest share-buyback program of over $70B earlier this year, a major increase after the authorized buyback of $50B in 2021 and $25B in 2019. Meta has reportedly spent $91B to repurchase 377M stocks at an average price of $242, between 2017 and September 2022, a price that seems steep, considering that the actual share price is valued at -53% of that price. Meta also reports significantly higher EPS, while in those terms, Alphabet has had a less negative development over the most recent quarters and reported significantly higher growth over the past few years. Both companies are relying on debt for sustaining their business, increasing significantly their debt reliance since 2019, as the historically low-interest rates pushed many companies to consider more debt in their financing strategy. That said, both companies could repay the entirety of their debt exposure as shown in their net debt position and low leverage ratio.The stocks’ performanceConsidering both stocks’ performance in the past 5 years, GOOG reported a solid performance of 93.44%, while META performed significantly worse, losing 37.65% over the analyzed period. The most significant references show a mixed picture, with the S&P 500 (SP500) returning approximately 53%, and the Nasdaq technology index, tracked by the Invesco QQQ ETF (QQQ) marked over 85% performance, while more industry-focused references, such as the Communication Services Select Sector SPDR Fund (XLC) performed flat, while the Technology Select Sector SPDR ETF (XLK) is the strongest outperformer of the analyzed references.Author, using SeekingAlpha.comWhile both stocks display periods of relative strength, GOOG reported massive resilience after every major drop, while META has significantly suffered after its All-Time-High [ATH] in September 2021, leading to massive value destruction for its investors, being priced at levels not seen since 2016. In the next section, I will show how the next few years are forecasted to play out for both companies and if the actual stock price may offer an interesting opportunity, while also assessing the possible risks in different scenarios.ValuationTo determine the actual fair value for both company's stock prices, I rely on the following Discounted Cash Flow [DCF] model, which extends over a forecast period of 5 years with 3 different sets of assumptions ranging from a more conservative to a more optimistic scenario, based on the metrics determining the WACC and the terminal value. As forecasted by the street consensus, Alphabet is anticipated to generate a massive 17.27% Free Cash Flow [FCF] CAGR over the coming 5 years, with its operating and net profitability increasing at respectively 12.73% and 13.80% CAGR, while its revenue is projected to expand at solid 10.98%, above the expected growth in the relevant industries.Author, using data from S&P Capital IQThe valuation takes into account a tighter monetary policy, which will undeniably be a reality in many economies worldwide in the coming years and lead to a higher weighted average cost of capital.AuthorI compute my opinion in terms of likelihood for the three different scenarios, and I, therefore, consider the stock to be significantly undervalued with a weighted average price target with about 54% upside potential at $152.Meta is forecasted to expand slower, with its sales growing at 9.20% CAGR over the next 5 years, and its operating and net profit margins are expected to grow between 8.5% and 8.9%, in terms of FCF the company is anticipated to substantially increase its metric, with 17.61% CAGR through 2026.Author, using data from S&P Capital IQI then consider the same three scenarios affected by the company’s fundamentals and by the exogenous factors.AuthorDespite both stocks seemingly being undervalued, when considering the weighted average price target, the two modelizations suggest that GOOG may offer a higher expected return, while META’s expected performance is seen 50% higher than the latest closing price, or at about $167. Both modelizations emphasize the still substantial expected return, also in the less optimistic scenario.Investors should consider that those forecasts are based on a relatively conservative assumption in terms of perpetual growth rates, higher discount rates, and the recent trend in increased interest rates, which reflects the actual situation and forecast possible scenarios. An inversion of this trend would change this perspective and value the company at a higher price.Outlook and Risk discussionWith both companies having tremendous possibilities to expand their powerful product ecosystem, it’s quite difficult to estimate their relevant total addressable market [TAM], as both peers have shown to be able to significantly grow their business either organically or through strategic acquisitions. Alphabet and Meta own strong brands with Google ranked in the fourth position in Interbrand's Best Global Brands, while Facebook is ranked 17th. Google’s essentially monopolistic position in search engines, its gigantic database with no equal data-harvesting worldwide, and the dominant position in the smartphone industry with Android estimated to hold a share of 72% in the mobile operating systems’ market, while Apple is progressively gaining market shares, are only some of the company’s major strengths. Despite this, with approximately 80% of its revenue originating from income related to advertising, the company’s revenue model is highly exposed to demand fluctuations, and with a recession likely seen coming in major global economies, dropping consumer spending and cuts in expenses on advertising, will likely have a tangible negative effect on the company’s results. Privacy concerns and regulatory pressure, as well as data security, are also possible future threats to Alphabet, Meta, and their peers, as the biggest strength for the companies, the massive data collection, is the most damaging weakness for their users. Among Alphabet’s most promising opportunities I do like to underscore the company’s positioning in terms of Artificial Intelligence [AI], Machine Learning [ML], and cloud-based business, as well as its expansion into the wearable OS market, and the great diversification opportunities the company could access or create through its colossal financial strength.Meta is building a strong product portfolio including WhatsApp, Instagram, Messenger, Oculus, Workplace, Portal, and Calibra to diversify from Facebook and create expanded opportunities in strong secular trends. With over 45% of the world’s population using Facebook or its family products, the company holds an extremely powerful and irreplaceable position. But with approximately 98% of revenue originating from advertising, Meta is even more exposed to demand-driven fluctuations than Alphabet, and since the company is massively investing and focusing its resources on developing its visionary Metaverse, the diversification opportunities are, at least for the moment, seemingly more limited than Alphabet’s. Facebook has been losing popularity after facing backlash over its negligence in protecting the user’s privacy, while negative publicity, allegations of racial basis, or the platform’s inability to control the spread of fake and misleading information, may have cast a shadow on the company’s once brighter outlook. Despite this, Meta faces many opportunities in terms of possible monetization of its platforms through paid services such as news subscriptions, peer-to-peer marketplaces, online dating apps, e-wallets, or the development of other hardware devices, while its existing technologies could also be integrated or connected with a variety of other applications, such as e-commerce, gaming, or expanded into the digital creators' space, or by offering remote-work solutions. In terms of future-oriented secular growth vectors, Meta has extensive expertise in AI and ML, which the company could use to penetrate markets such as the technologies used for autonomous vehicles, where other competitors like Google, Amazon, and Apple are already massively investing.Alphabet is rated with a Strong Buy rating from Seeking Alpha’s Quant Rating since August 25, 2022, and holds the first two positions in the Interactive Media and Services industry through its two share classes.SeekingAlpha.comMeta has instead been qualified as a Hold position since the end of 2021 and is ranked 22 out of 62 in the relevant industry. Both companies are without seen excelling in terms of profitability, while growth and valuation seem to be less favorable factors in the actual uncertain market environment, with Meta also significantly suffering from the negative momentum in its more recent price action.SeekingAlpha.comThe Verdict: Which stock is the better buy?The two analyzed companies are two global leaders in the technology services industry, with their respective strengths and weaknesses, but also offering inherent opportunities with their correlated risks. From an investor's point of view, it’s important to consider the company’s ability to create value for its shareholders, while minimizing the risks. Past performance is not a guarantee for future results, and despite GOOG overall performing significantly better than META in the past few years, the latter is seemingly offering great opportunities ahead, and my rather conservative modelization hints at the significant undervaluation of both stocks. Both companies have strong financials and report high profitability, but Alphabet is seemingly on a better path, as the company reported an overall better trend and is expected to optimize its profitability even further, while also owning a massive idling cash position that offers incredibly many options, and could even further increase the company’s already superior capital allocation efficiency. Meta’s huge bet on the Metaverse may lead to great success, but it also bears a major risk, in times when the company’s great dependency on advertising spending is under pressure. While both companies’ Achilles heel is seemingly their dependency on spending in digital advertising, Meta is more reliant on it than Alphabet, and may also have shown less intention to diversify its revenue streams, when compared to its colossal peers. I consider both companies as being a buy position for long-term oriented investors, but overall in this comparative analysis, I chose Alphabet as my favorite stock pick, for its preeminent opportunities and lower risk profile, while seemingly also offering the greater potential in its stock performance, when considering all three forecasted scenarios.","news_type":1},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961945970,"gmtCreate":1668825244190,"gmtModify":1676538118720,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"I don't consider LMT is in&nbsp;'defensive' sector, I consider it as 'offensive' sector, so I will never invest into it.&nbsp;","listText":"I don't consider LMT is in&nbsp;'defensive' sector, I consider it as 'offensive' sector, so I will never invest into it.&nbsp;","text":"I don't consider LMT is in 'defensive' sector, I consider it as 'offensive' sector, so I will never invest into it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961945970","repostId":"2284370776","repostType":4,"repost":{"id":"2284370776","kind":"highlight","pubTimestamp":1668819879,"share":"https://ttm.financial/m/news/2284370776?lang=&edition=fundamental","pubTime":"2022-11-19 09:04","market":"us","language":"en","title":"7 Top-Tier Dividend Stocks to Buy for 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2284370776","media":"InvestorPlace","summary":"While the names and sectors vary, all of these stocks have one thing in common – they’re among the b","content":"<html><head></head><body><ul><li>While the names and sectors vary, all of these stocks have one thing in common – they’re among the best dividend stocks you can buy as 2022 comes to a close.</li><li><b>Lockheed Martin</b> (<b><u>LMT</u></b>): The defense contractor is up more than 30% on the year as the U.S. keeps a wary eye on the war in Ukraine and tensions with China and North Korea.</li><li><b>Amgen</b> (<b><u>AMGN</u></b>): Amgen impressed investors and analysts alike by unveiling updated long-term positive data about the effectiveness of Repatha drug that is used to treat high cholesterol.</li><li><b>Arbor Realty Trust</b> (<b><u>ABR</u></b>): The disbursement rules for real estate investment trusts makes them reliable picks for dividend investors.</li><li><b>Star Bulk Carriers</b> (<b><u>SBLK</u></b>): Investors should appreciate the massive 30% dividend yield offered by SBLK stock.</li><li><b><a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a></b> (<b><u>FANG</u></b>): Diamondback remains in growth mode and plans to close a new acquisition early next year.</li><li><b>Commercial Metals</b> (<b><u>CMC</u></b>): It’s  the largest manufacturer of steel reinforcing bar, known as rebar, in North America and central Europe.</li><li><b>Devon Energy</b> (<b><u>DVN</u></b>): It’s been a great year for shareholders, as DVN stock is up more than 60% on the year.</li></ul><p><img src=\"https://investorplace.com/wp-content/uploads/2022/03/dividend-1600-768x432.jpg\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: ShutterstockProfessional / Shutterstock.com</p><p>In a market like this, you always can find dividend stocks to buy. If you’re like most investors, you probably can’t wait for 2023. History books will show that 2022 was a huge disappointment for the stock market, although it did create some compelling opportunities for top-tier dividend stocks.</p><p>First of all, dividend stocks are a huge benefit in any portfolio. Dividend stocks pay a quarterly or monthly payment to shareholders, who can use the money for income (a great idea for retirees). Or for younger investors, a regular dividend payment can be reinvested into the market to help grow your portfolio quicker.</p><p>My Dividend Grader is a great tool to find these top-tier dividend stocks to buy. The Dividend Grader evaluates dividend stocks on a variety of metrics and assigns a letter grade – just like in school, the best dividend stocks get an “A” or “B” rating.</p><p>It’s similar to my Portfolio Grader tool, which also grades stocks based on earnings, analyst sentiment, momentum and qualitative standards.</p><p>You can find great dividend stocks to buy in a variety of sectors – this list includes defense, energy, biotech, materials and real estate. While the names and sectors vary, all of these stocks have one thing in common – they’re among the best dividend stocks you can buy heading into 2023.</p><h2><a href=\"https://laohu8.com/S/LMT\">Lockheed Martin </a></h2><p>Geopolitical tensions aren’t great for a lot of reasons, but one way to capitalize is defense contractors like <b>Lockheed Martin</b> (NYSE:<b>LMT</b>). Lockheed Martin is one of the biggest and most well-known contractors in the world and is always among the best dividend stocks to buy.</p><p>While the stock market spent much of 2022 in correction territory, LMT is up more than 30% on the year as the U.S. keeps a wary eye on the war in Ukraine and tensions with China and North Korea.</p><p>No doubt, Lockheed Martin makes money hand over fist. It brought in $16.58 billion just in the third quarter. While the company narrowly missed estimates of $16,68 billion, that appears to be a minor setback. Lockheed reaffirmed its outlook for the full year, for which it says it expects revenue of $65.25 billion and full-year earnings per share of $21.55.</p><p>Lockheed provides a solid dividend yield of 2.6%, helping push it to an “A” rating in the Portfolio Grader and a “B” rating in my Dividend Grader.</p><h2><a href=\"https://laohu8.com/S/AMGN\">Amgen </a></h2><p>As a top biotech stock, <b>Amgen</b> (NASDAQ:<b>AMGN</b>) is on the cutting edge of providing treatments for a variety of ailments, including rheumatoid arthritis, bone cancer and psoriasis.</p><p>While it’s not a household name, Amgen has succeeded in building an impressive pipeline of medications that keeps that revenue and earnings rolling in.</p><p>Revenue in the third quarter was $6.65 billion, topping estimates by $100 million. Earnings per share were also solid at $4.70 per share, better than the $4.45 that the experts predicted.</p><p>Meanwhile, the stock is up more than 18% so far this year with most of those gains coming since early September when Amgen impressed investors and analysts alike by unveiling updated long-term positive data about the effectiveness of Repatha drug that is used to treat high cholesterol.</p><p>AMGN stock has a dividend yield of 2.7%. It has an “A” rating in the Portfolio Grader and a “B” rating in my Dividend Grader.</p><h2><a href=\"https://laohu8.com/S/ABR\">Arbor Realty Trust </a></h2><p>If you’re looking for reliable income from a stock, it rarely hurts to consider the best real estate names in the market. One of the best right now is <b>Arbor Realty Trust </b>(NYSE:<b>ABR</b>), which is involved with Fannie Mae and Freddie Mac loan programs, FHA and low-income loans, and bridge loans.</p><p>Arbor is a real estate investment trust or REIT. REITs are special types of investments because they are required to distribute 90% of their taxable earnings to shareholders. That can create some pretty extraordinary payout ratios and ABR is no exception – currently, it pays a dividend yield of 10.8%.</p><p>Admittedly, with high interest rates there’s always a risk that the housing market will be slow for a while. But ABR doesn’t seem to be affected by the problem. Arbor topped top- and bottom-line estimates for revenue and EPS in each of the first three quarters.</p><p>Arbor Realty has a “B” rating in the Dividend Grader.</p><h2><a href=\"https://laohu8.com/S/SBLK\">Star Bulk Carriers </a></h2><p><b>Star Bulk Carriers</b> (NASDAQ:<b>SBLK</b>) has a stock price just under $20, but it paid a mammoth dividend over the last year of $6.55.</p><p>Its last three quarterly dividends came in at $1.25, $2 and $1.65. So, you’re looking at a dividend yield for SBLK of more than 30% right now.</p><p>Star Bulk transports dry bulk goods around the world on its fleet of 128 vessels. As the world is still coming to grips with the effects of Covid-19 shutdowns on the supply chain, Star Bulk’s vessels appear to be in demand. That should keep the profits coming in for shareholders.</p><p>SBLK stock has a “B” rating in my Portfolio Grader and an “A” rating in the Dividend Grader.</p><h2><a href=\"https://laohu8.com/S/FANG\">Diamondback Energy </a></h2><p>Texas-based <b>Diamondback Energy</b> (NASDAQ:<b>FANG</b>) is an energy exploration company that is involved with petroleum, natural gas liquids and natural gas.</p><p>Its holdings are in the Permian Basin in west Texas, where it also recently acquired the assets of Lario Permian, a subsidiary of <b>Lario Oil &amp; Gas Co.</b>, in exchange for $850 million plus 4.18 million shares of FANG stock. The deal gives Diamondback access to another 25,000 acres in the Northern Midland Basin. The deal is expected to close in late January.</p><p>That keeps Diamondback in growth mode. The company reported revenue in Q3 of $2.44 billion, which was more than 30% greater than a year ago. The revenue number also beat analysts’ expectations of $2.42 billion. EPS for the third quarter was also a pleasant surprise, coming in at $6.48 versus expectations of $6.36.</p><p>FANG stock is up 48% so far this year and offers a dividend yield of 5.3%. Not surprisingly, it has “A” ratings in both the Dividend Grader and the Portfolio Grader.</p><h2><a href=\"https://laohu8.com/S/CMC\">Commercial Metals </a></h2><p>As a major provider of recycled steel, <b>Commercial Metals</b> (NYSE:<b>CMC</b>) maintains operations in the United States and Poland.</p><p>Its recycled metals are used in bridges, roads, automobiles, airports and other major buildings. The company is the largest manufacturer of steel reinforcing bar, known as rebar, in North America and central Europe.</p><p>Earlier this month, CMC completed its acquisition of a Texas metal recycling facility and related assets from Kodiak Resources, adding another 55,000 tons of annual capacity to its portfolio.</p><p>Earnings for the company’s fiscal fourth quarter beat estimates on both the top and bottom lines. CMC reported revenue of $2.41 billion and EPS of $2.45, versus estimates for $2.37 billion revenue and EPS of $2.23.</p><p>Commercial Metals stock is up 30% so far this year and has a dividend yield of 1.4%. That gives it “A” grades in both the Dividend Grader and the Portfolio Grader.</p><h2><a href=\"https://laohu8.com/S/DVN\">Devon Energy </a></h2><p>No stock on this list has grown as much in 2022 as <b>Devon Energy</b> (NYSE:<b><u>DVN</u></b>). Fueled by higher oil and natural gas prices, Devon stock is up more than 60% on the year. And even if the globe sinks into a recession, Devon stock should be fine because analysts project crude oil prices to remain high for the next several years.</p><p>On Nov. 1, Devon announced a dividend of $1.35 per share; a 61% increase from a year ago. That puts Devon’s dividend yield at a whopping 7.3%.</p><p>The Oklahoma company should also benefit from the Biden administration’s deal with the European Union. Washington wants to reduce the EU’s reliance on Russian natural gas by providing at least 15 billion cubic meters of liquified natural gas in 2022.</p><p>As long as Russia remains at odds with the west, companies like Devon stand to capitalize in European markets.</p><p>DNV stock has an “A” rating in the Portfolio Grader and the Dividend Grader.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Top-Tier Dividend Stocks to Buy for 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Top-Tier Dividend Stocks to Buy for 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2022/11/7-top-tier-dividend-stocks-to-buy-for-2023/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the names and sectors vary, all of these stocks have one thing in common – they’re among the best dividend stocks you can buy as 2022 comes to a close.Lockheed Martin (LMT): The defense ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/11/7-top-tier-dividend-stocks-to-buy-for-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4110":"抵押房地产投资信托","BK4021":"海运","LU0889565916.HKD":"FRANKLIN BIOTECHNOLOGY DISCOVERY \"A\" (HKD) ACC","AMGN":"安进","BK4006":"钢铁","BK4516":"特朗普概念","BK4213":"石油与天然气的勘探与生产","BK4564":"太空概念","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","BK4187":"航天航空与国防","QNETCN":"纳斯达克中美互联网老虎指数","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0320765992.SGD":"FTIF - Franklin Biotechnology Discovery A Acc SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0109394709.USD":"富兰克林生物科技新领域基金A (acc)","BK4566":"资本集团","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0058720904.USD":"联博国际健康护理基金A","DVN":"德文能源","TTTN":"老虎中美互联网巨头ETF","CMC":"美国工商五金公司","FANG":"Diamondback Energy","ABR":"阿伯房地产信托","SBLK":"Star Bulk Carriers Corp","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LMT":"洛克希德马丁","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4581":"高盛持仓"},"source_url":"https://investorplace.com/market360/2022/11/7-top-tier-dividend-stocks-to-buy-for-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284370776","content_text":"While the names and sectors vary, all of these stocks have one thing in common – they’re among the best dividend stocks you can buy as 2022 comes to a close.Lockheed Martin (LMT): The defense contractor is up more than 30% on the year as the U.S. keeps a wary eye on the war in Ukraine and tensions with China and North Korea.Amgen (AMGN): Amgen impressed investors and analysts alike by unveiling updated long-term positive data about the effectiveness of Repatha drug that is used to treat high cholesterol.Arbor Realty Trust (ABR): The disbursement rules for real estate investment trusts makes them reliable picks for dividend investors.Star Bulk Carriers (SBLK): Investors should appreciate the massive 30% dividend yield offered by SBLK stock.Diamondback Energy (FANG): Diamondback remains in growth mode and plans to close a new acquisition early next year.Commercial Metals (CMC): It’s  the largest manufacturer of steel reinforcing bar, known as rebar, in North America and central Europe.Devon Energy (DVN): It’s been a great year for shareholders, as DVN stock is up more than 60% on the year.Source: ShutterstockProfessional / Shutterstock.comIn a market like this, you always can find dividend stocks to buy. If you’re like most investors, you probably can’t wait for 2023. History books will show that 2022 was a huge disappointment for the stock market, although it did create some compelling opportunities for top-tier dividend stocks.First of all, dividend stocks are a huge benefit in any portfolio. Dividend stocks pay a quarterly or monthly payment to shareholders, who can use the money for income (a great idea for retirees). Or for younger investors, a regular dividend payment can be reinvested into the market to help grow your portfolio quicker.My Dividend Grader is a great tool to find these top-tier dividend stocks to buy. The Dividend Grader evaluates dividend stocks on a variety of metrics and assigns a letter grade – just like in school, the best dividend stocks get an “A” or “B” rating.It’s similar to my Portfolio Grader tool, which also grades stocks based on earnings, analyst sentiment, momentum and qualitative standards.You can find great dividend stocks to buy in a variety of sectors – this list includes defense, energy, biotech, materials and real estate. While the names and sectors vary, all of these stocks have one thing in common – they’re among the best dividend stocks you can buy heading into 2023.Lockheed Martin Geopolitical tensions aren’t great for a lot of reasons, but one way to capitalize is defense contractors like Lockheed Martin (NYSE:LMT). Lockheed Martin is one of the biggest and most well-known contractors in the world and is always among the best dividend stocks to buy.While the stock market spent much of 2022 in correction territory, LMT is up more than 30% on the year as the U.S. keeps a wary eye on the war in Ukraine and tensions with China and North Korea.No doubt, Lockheed Martin makes money hand over fist. It brought in $16.58 billion just in the third quarter. While the company narrowly missed estimates of $16,68 billion, that appears to be a minor setback. Lockheed reaffirmed its outlook for the full year, for which it says it expects revenue of $65.25 billion and full-year earnings per share of $21.55.Lockheed provides a solid dividend yield of 2.6%, helping push it to an “A” rating in the Portfolio Grader and a “B” rating in my Dividend Grader.Amgen As a top biotech stock, Amgen (NASDAQ:AMGN) is on the cutting edge of providing treatments for a variety of ailments, including rheumatoid arthritis, bone cancer and psoriasis.While it’s not a household name, Amgen has succeeded in building an impressive pipeline of medications that keeps that revenue and earnings rolling in.Revenue in the third quarter was $6.65 billion, topping estimates by $100 million. Earnings per share were also solid at $4.70 per share, better than the $4.45 that the experts predicted.Meanwhile, the stock is up more than 18% so far this year with most of those gains coming since early September when Amgen impressed investors and analysts alike by unveiling updated long-term positive data about the effectiveness of Repatha drug that is used to treat high cholesterol.AMGN stock has a dividend yield of 2.7%. It has an “A” rating in the Portfolio Grader and a “B” rating in my Dividend Grader.Arbor Realty Trust If you’re looking for reliable income from a stock, it rarely hurts to consider the best real estate names in the market. One of the best right now is Arbor Realty Trust (NYSE:ABR), which is involved with Fannie Mae and Freddie Mac loan programs, FHA and low-income loans, and bridge loans.Arbor is a real estate investment trust or REIT. REITs are special types of investments because they are required to distribute 90% of their taxable earnings to shareholders. That can create some pretty extraordinary payout ratios and ABR is no exception – currently, it pays a dividend yield of 10.8%.Admittedly, with high interest rates there’s always a risk that the housing market will be slow for a while. But ABR doesn’t seem to be affected by the problem. Arbor topped top- and bottom-line estimates for revenue and EPS in each of the first three quarters.Arbor Realty has a “B” rating in the Dividend Grader.Star Bulk Carriers Star Bulk Carriers (NASDAQ:SBLK) has a stock price just under $20, but it paid a mammoth dividend over the last year of $6.55.Its last three quarterly dividends came in at $1.25, $2 and $1.65. So, you’re looking at a dividend yield for SBLK of more than 30% right now.Star Bulk transports dry bulk goods around the world on its fleet of 128 vessels. As the world is still coming to grips with the effects of Covid-19 shutdowns on the supply chain, Star Bulk’s vessels appear to be in demand. That should keep the profits coming in for shareholders.SBLK stock has a “B” rating in my Portfolio Grader and an “A” rating in the Dividend Grader.Diamondback Energy Texas-based Diamondback Energy (NASDAQ:FANG) is an energy exploration company that is involved with petroleum, natural gas liquids and natural gas.Its holdings are in the Permian Basin in west Texas, where it also recently acquired the assets of Lario Permian, a subsidiary of Lario Oil & Gas Co., in exchange for $850 million plus 4.18 million shares of FANG stock. The deal gives Diamondback access to another 25,000 acres in the Northern Midland Basin. The deal is expected to close in late January.That keeps Diamondback in growth mode. The company reported revenue in Q3 of $2.44 billion, which was more than 30% greater than a year ago. The revenue number also beat analysts’ expectations of $2.42 billion. EPS for the third quarter was also a pleasant surprise, coming in at $6.48 versus expectations of $6.36.FANG stock is up 48% so far this year and offers a dividend yield of 5.3%. Not surprisingly, it has “A” ratings in both the Dividend Grader and the Portfolio Grader.Commercial Metals As a major provider of recycled steel, Commercial Metals (NYSE:CMC) maintains operations in the United States and Poland.Its recycled metals are used in bridges, roads, automobiles, airports and other major buildings. The company is the largest manufacturer of steel reinforcing bar, known as rebar, in North America and central Europe.Earlier this month, CMC completed its acquisition of a Texas metal recycling facility and related assets from Kodiak Resources, adding another 55,000 tons of annual capacity to its portfolio.Earnings for the company’s fiscal fourth quarter beat estimates on both the top and bottom lines. CMC reported revenue of $2.41 billion and EPS of $2.45, versus estimates for $2.37 billion revenue and EPS of $2.23.Commercial Metals stock is up 30% so far this year and has a dividend yield of 1.4%. That gives it “A” grades in both the Dividend Grader and the Portfolio Grader.Devon Energy No stock on this list has grown as much in 2022 as Devon Energy (NYSE:DVN). Fueled by higher oil and natural gas prices, Devon stock is up more than 60% on the year. And even if the globe sinks into a recession, Devon stock should be fine because analysts project crude oil prices to remain high for the next several years.On Nov. 1, Devon announced a dividend of $1.35 per share; a 61% increase from a year ago. That puts Devon’s dividend yield at a whopping 7.3%.The Oklahoma company should also benefit from the Biden administration’s deal with the European Union. Washington wants to reduce the EU’s reliance on Russian natural gas by providing at least 15 billion cubic meters of liquified natural gas in 2022.As long as Russia remains at odds with the west, companies like Devon stand to capitalize in European markets.DNV stock has an “A” rating in the Portfolio Grader and the Dividend Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963789284,"gmtCreate":1668757586448,"gmtModify":1676538109027,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"AAPL MSFT DIS","listText":"AAPL MSFT DIS","text":"AAPL MSFT DIS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963789284","repostId":"2283202537","repostType":4,"repost":{"id":"2283202537","kind":"highlight","pubTimestamp":1668752862,"share":"https://ttm.financial/m/news/2283202537?lang=&edition=fundamental","pubTime":"2022-11-18 14:27","market":"us","language":"en","title":"3 Top Stocks to Buy for the Long Haul","url":"https://stock-news.laohu8.com/highlight/detail?id=2283202537","media":"Motley Fool","summary":"Despite a potential recession in 2023, these companies have excellent long-term prospects.","content":"<html><head></head><body><p>With the stock market sell-off in 2022, it&#39;s become increasingly important to invest in reliable companies that can provide consistent growth for the long term. Moreover, if fears of a recession in 2023 prove to be valid, it will be crucial to hold on to stocks throughout potential market declines.</p><p><b>Apple,</b> <b>Microsoft</b>, and <b>Walt Disney</b> are each excellent stocks to consider holding for the long haul.</p><h2>1. <a href=\"https://laohu8.com/S/AAPL\">Apple</a></h2><p>As growth stocks go, few are as reliable and resilient as Apple. The company&#39;s shares have risen 252% over the last five years despite steep market declines in 2022, and are likely to continue growing for at least another five years.</p><p>The iPhone manufacturer has become a haven for investors, with its stock falling 17% year to date while the <b>Nasdaq-100 Technology Sector</b> index has plummeted 34% in the same time frame. The company has remained strong throughout market downturns and diminishing consumer spending thanks to continued demand for its products and services.</p><p>For instance, according to IDC, worldwide smartphone shipments saw a year-over-year decline of 9.7% in the third quarter of 2022. The fall in demand led companies such as <b>Samsung</b>, and Oppo to lose between 7.8% to 22.3% market share in the industry. But Apple saw the only growth among its competitors, with its market share rising by 1.6% to a total of 17.2%.</p><p>Apple has proved its resilience in 2022 but also has the cash to continue investing in its business and overcome further economic declines. As of Sept. 30, the company&#39;s free cash flow stood at $20.84 billion, significantly higher than <b>Alphabet</b>&#39;s $16 billion and<b> Amazon</b>&#39;s negative $4.97 billion.</p><p>With potent products and cash in the bank, Apple is an excellent investment to hold for the long haul.</p><h2>2. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Similarly to Apple, Microsoft has proved its worth as a long-term hold, with its stock price increasing 200% over the last five years. The company&#39;s biggest strength is the diversification present throughout its business and segments, with products such as Windows, Xbox, Office, and Azure giving it considerable market shares in multiple booming industries.</p><p>Microsoft&#39;s computer operating system, Windows, has held on to a majority market share for the last decade, despite the presence of Apple&#39;s Mac OS and Alphabet&#39;s Chrome OS. In fact, from December 2021 to June 2022, Windows&#39; market share grew from 73.72% to 76.33%, stealing share from competitors.</p><p>Moreover, the company has leveraged its dominance in operating systems to further its gaming efforts, expanding its Xbox brand to PC gaming. As a result, its Xbox Game Pass subscription service, available on PC and its Xbox game consoles, hit 25 million subscribers in January 2022, up from 10 million in 2020. Considering that the $195 billion video game market is expected to see compound annual growth of 14.1% from 2022 to 2030, Microsoft is well positioned to see significant gains.</p><p>With Microsoft&#39;s asset in Windows, its swiftly growing gaming business, and its expanding cloud computing business with Azure, the company can almost guarantee long-term growth.</p><h2>3. <a href=\"https://laohu8.com/S/DIS\">Disney</a></h2><p>In 2023, Disney will enter its second century of business, solidifying it as one of the most successful entertainment companies in history. It has demonstrated the staying power of its brands, such as Marvel, <i>Star Wars</i>, Pixar, and Walt Disney Pictures. These brands have also helped its streaming business grow considerably in the last few years, with its total subscriber count at 235 million versus <b>Netflix</b>&#39;s 223 million.</p><p>Disney&#39;s stock has fallen 39% since January as its consumer-reliant business has investors worried for its immediate future. And the company&#39;s $30 billion content spending in 2022, in conjunction with a 3% decline in Media and Entertainment revenue, has only furthered skepticism about its streaming endeavors.</p><p>But management is taking strides toward profitability with Disney+. CEO Bob Chapek said in the company&#39;s latest earnings call that he expects the service to achieve profitability in fiscal 2024. Steps such as raising prices across all of its streaming platforms, launching an ad-supported tier on Disney+ in December, and reducing its content spending are each likely to pay off in the long run.</p><p>And Disney&#39;s parks business skyrocketed in 2022 after suffering from pandemic closures in 2021. In the fourth quarter of 2022, parks revenue grew 36% year over year, to $7.4 billion, with the segment&#39;s operating income rising 136% to $1.5 billion.</p><p>The company has seen significant losses from heavily investing in Disney+. However, it has seen returns from the rapid subscriber and market share growth. At its current trajectory, Disney could dominate the $327 billion streaming industry in a few years, with a flourishing parks business to boot, making its stock a worthy long-haul investment.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Stocks to Buy for the Long Haul</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 Stocks to Buy for the Long Haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-18 14:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/16/3-top-stocks-to-buy-for-the-long-haul/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the stock market sell-off in 2022, it's become increasingly important to invest in reliable companies that can provide consistent growth for the long term. Moreover, if fears of a recession in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/16/3-top-stocks-to-buy-for-the-long-haul/\">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","MSFT":"微软","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2022/11/16/3-top-stocks-to-buy-for-the-long-haul/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283202537","content_text":"With the stock market sell-off in 2022, it's become increasingly important to invest in reliable companies that can provide consistent growth for the long term. Moreover, if fears of a recession in 2023 prove to be valid, it will be crucial to hold on to stocks throughout potential market declines.Apple, Microsoft, and Walt Disney are each excellent stocks to consider holding for the long haul.1. AppleAs growth stocks go, few are as reliable and resilient as Apple. The company's shares have risen 252% over the last five years despite steep market declines in 2022, and are likely to continue growing for at least another five years.The iPhone manufacturer has become a haven for investors, with its stock falling 17% year to date while the Nasdaq-100 Technology Sector index has plummeted 34% in the same time frame. The company has remained strong throughout market downturns and diminishing consumer spending thanks to continued demand for its products and services.For instance, according to IDC, worldwide smartphone shipments saw a year-over-year decline of 9.7% in the third quarter of 2022. The fall in demand led companies such as Samsung, and Oppo to lose between 7.8% to 22.3% market share in the industry. But Apple saw the only growth among its competitors, with its market share rising by 1.6% to a total of 17.2%.Apple has proved its resilience in 2022 but also has the cash to continue investing in its business and overcome further economic declines. As of Sept. 30, the company's free cash flow stood at $20.84 billion, significantly higher than Alphabet's $16 billion and Amazon's negative $4.97 billion.With potent products and cash in the bank, Apple is an excellent investment to hold for the long haul.2. MicrosoftSimilarly to Apple, Microsoft has proved its worth as a long-term hold, with its stock price increasing 200% over the last five years. The company's biggest strength is the diversification present throughout its business and segments, with products such as Windows, Xbox, Office, and Azure giving it considerable market shares in multiple booming industries.Microsoft's computer operating system, Windows, has held on to a majority market share for the last decade, despite the presence of Apple's Mac OS and Alphabet's Chrome OS. In fact, from December 2021 to June 2022, Windows' market share grew from 73.72% to 76.33%, stealing share from competitors.Moreover, the company has leveraged its dominance in operating systems to further its gaming efforts, expanding its Xbox brand to PC gaming. As a result, its Xbox Game Pass subscription service, available on PC and its Xbox game consoles, hit 25 million subscribers in January 2022, up from 10 million in 2020. Considering that the $195 billion video game market is expected to see compound annual growth of 14.1% from 2022 to 2030, Microsoft is well positioned to see significant gains.With Microsoft's asset in Windows, its swiftly growing gaming business, and its expanding cloud computing business with Azure, the company can almost guarantee long-term growth.3. DisneyIn 2023, Disney will enter its second century of business, solidifying it as one of the most successful entertainment companies in history. It has demonstrated the staying power of its brands, such as Marvel, Star Wars, Pixar, and Walt Disney Pictures. These brands have also helped its streaming business grow considerably in the last few years, with its total subscriber count at 235 million versus Netflix's 223 million.Disney's stock has fallen 39% since January as its consumer-reliant business has investors worried for its immediate future. And the company's $30 billion content spending in 2022, in conjunction with a 3% decline in Media and Entertainment revenue, has only furthered skepticism about its streaming endeavors.But management is taking strides toward profitability with Disney+. CEO Bob Chapek said in the company's latest earnings call that he expects the service to achieve profitability in fiscal 2024. Steps such as raising prices across all of its streaming platforms, launching an ad-supported tier on Disney+ in December, and reducing its content spending are each likely to pay off in the long run.And Disney's parks business skyrocketed in 2022 after suffering from pandemic closures in 2021. In the fourth quarter of 2022, parks revenue grew 36% year over year, to $7.4 billion, with the segment's operating income rising 136% to $1.5 billion.The company has seen significant losses from heavily investing in Disney+. However, it has seen returns from the rapid subscriber and market share growth. At its current trajectory, Disney could dominate the $327 billion streaming industry in a few years, with a flourishing parks business to boot, making its stock a worthy long-haul investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969636288,"gmtCreate":1668424894044,"gmtModify":1676538054454,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969636288","repostId":"1101627418","repostType":4,"repost":{"id":"1101627418","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1668420407,"share":"https://ttm.financial/m/news/1101627418?lang=&edition=fundamental","pubTime":"2022-11-14 18:06","market":"sg","language":"en","title":"Temasek Weighs Sale of Advanced MedTech, Likely Valued at About $1 Bln - Sources","url":"https://stock-news.laohu8.com/highlight/detail?id=1101627418","media":"Reuters","summary":"SINGAPORE, Nov 14 (Reuters) - Temasek Holdings is considering selling Advanced MedTech, multiple sou","content":"<html><head></head><body><p>SINGAPORE, Nov 14 (Reuters) - Temasek Holdings is considering selling Advanced MedTech, multiple sources told Reuters on Monday, after the medical devices firm, fully-owned by the Singaporean state investor, received interest from suitors including buyout funds.</p><p>Two investment banks have been tapped to launch a sale process for Singapore-headquartered MedTech, which could be valued at roughly $1 billion, two of the sources said.</p><p>All the sources declined to be named as news of the sale process has not been made public.</p><p>A Temasek spokesperson declined comment, while there was no immediate comment from an external spokesperson for Advanced MedTech.</p><p>Advanced MedTech, which earns the majority of its business from the United States, is one of the few companies that is fully-owned by Temasek, which ranks among the world&#39;s biggest investors.</p><p>The sources expect private equity firms, healthcare-focused funds and strategic investors to put in bids for Advanced MedTech.</p><p>&#34;It&#39;s not often that you see a company fully owned by Temasek coming to the market,&#34; said one source familiar with the deal process, adding that Advanced MedTech was likely to be viewed as a turnaround story.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Temasek Weighs Sale of Advanced MedTech, Likely Valued at About $1 Bln - Sources</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\">\nTemasek Weighs Sale of Advanced MedTech, Likely Valued at About $1 Bln - Sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-14 18:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SINGAPORE, Nov 14 (Reuters) - Temasek Holdings is considering selling Advanced MedTech, multiple sources told Reuters on Monday, after the medical devices firm, fully-owned by the Singaporean state investor, received interest from suitors including buyout funds.</p><p>Two investment banks have been tapped to launch a sale process for Singapore-headquartered MedTech, which could be valued at roughly $1 billion, two of the sources said.</p><p>All the sources declined to be named as news of the sale process has not been made public.</p><p>A Temasek spokesperson declined comment, while there was no immediate comment from an external spokesperson for Advanced MedTech.</p><p>Advanced MedTech, which earns the majority of its business from the United States, is one of the few companies that is fully-owned by Temasek, which ranks among the world&#39;s biggest investors.</p><p>The sources expect private equity firms, healthcare-focused funds and strategic investors to put in bids for Advanced MedTech.</p><p>&#34;It&#39;s not often that you see a company fully owned by Temasek coming to the market,&#34; said one source familiar with the deal process, adding that Advanced MedTech was likely to be viewed as a turnaround story.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101627418","content_text":"SINGAPORE, Nov 14 (Reuters) - Temasek Holdings is considering selling Advanced MedTech, multiple sources told Reuters on Monday, after the medical devices firm, fully-owned by the Singaporean state investor, received interest from suitors including buyout funds.Two investment banks have been tapped to launch a sale process for Singapore-headquartered MedTech, which could be valued at roughly $1 billion, two of the sources said.All the sources declined to be named as news of the sale process has not been made public.A Temasek spokesperson declined comment, while there was no immediate comment from an external spokesperson for Advanced MedTech.Advanced MedTech, which earns the majority of its business from the United States, is one of the few companies that is fully-owned by Temasek, which ranks among the world's biggest investors.The sources expect private equity firms, healthcare-focused funds and strategic investors to put in bids for Advanced MedTech.\"It's not often that you see a company fully owned by Temasek coming to the market,\" said one source familiar with the deal process, adding that Advanced MedTech was likely to be viewed as a turnaround story.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969875233,"gmtCreate":1668415263122,"gmtModify":1676538052908,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"He asked for it.","listText":"He asked for it.","text":"He asked for it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969875233","repostId":"2283424743","repostType":4,"repost":{"id":"2283424743","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1668414708,"share":"https://ttm.financial/m/news/2283424743?lang=&edition=fundamental","pubTime":"2022-11-14 16:31","market":"us","language":"en","title":"Elon Musk Says \"I Have Too Much Work on My Plate\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2283424743","media":"Reuters","summary":"NUSA DUA, Indonesia, Nov 14 (Reuters) - Billionaire Elon Musk said on Monday he was working \"at the ","content":"<html><head></head><body><p>NUSA DUA, Indonesia, Nov 14 (Reuters) - Billionaire Elon Musk said on Monday he was working &#34;at the absolute most amount...from morning til night, seven days a week&#34; when asked about his recent acquisition of Twitter and his leadership of automaker Tesla Inc.</p><p>&#34;I have too much work on my plate that is for sure,&#34; Musk said by videolink to a business conference on the sidelines of the G20 summit in Bali.</p><p>Musk is chief executive of both companies and also runs rocket firm SpaceX, brain-chip startup Neuralink and tunneling firm the Boring Company. Wearing a batik shirt sent by the organizers, he appeared on screen lit by candles, explaining that he was speaking from a place that had just lost power.</p><p>Tesla investors worry that Musk, a self-confessed &#34;nanomanager&#34; who has been personally involved in working-level decisions from car styling to supply chain issues, is distracted at a critical time for the world’s largest electric vehicle maker.</p><p>Tesla&#39;s shares have halved in value since early April, when he disclosed he had taken a stake in Twitter. His Tesla share sales, including another $4 billion last week to bring his Twitter-related sales to $20 billion, have added to the pressure.</p><p>When asked about the complexity of industrial supply chains &#34;decoupling&#34; from China and the risks from Russia - Ukraine war, Musk returned to how busy he was.</p><p>Responding to an observation that many business leaders in Asia wanted to be the &#34;Elon Musk of the East,&#34; Musk said: &#34;I&#39;d be careful what you wish for. I&#39;m not sure how many people would actually like to be me. They would like to be what they imagine being me, which is not the same thing as actually being me. The amount that I torture myself is next level, frankly.&#34;</p><p>Musk also said he wanted to see Twitter support more video and longer-form video so that content creators could make a living on the platform, but did not provide details. His remarks were streamed live on Alphabet Inc&#39;s(GOOGL.O)YouTube.</p><p>Indonesia has been trying to secure a deal with Tesla on battery investment and potentially one for SpaceX to develop a rocket launch site.</p><p>Musk made no commitment to either of those but said Indonesia had a large role to play in the electric vehicle supply chain and that it would make sense &#34;long term&#34; for SpaceX to have multiple launch points around the globe.</p><p>It was not clear where Musk was during the Bali event. His personal jet has remained in Austin, Texas, Tesla&#39;s headquarters since the weekend, according to @ElonJet, a Twitter account that tracks Musk&#39;s Gulfstream G650.</p><p>&#34;I&#39;m just looking at this video and it&#39;s so bizarre,&#34; Musk said. &#34;I&#39;m sitting here in the dark surrounded by candles.&#34;</p><p>Musk added he believed that the economy would make the transition to sustainable energy, adding it was &#34;just a question of how long it takes.&#34; He said space exploration should remain a priority &#34;so we can understand the nature of the universe and our place in it.&#34;</p><p>&#34;Maybe we&#39;ll find alien civilization or discover civilizations that existed millions of years ago, but we see the ruins of ancient civilizations. I think that would be incredibly interesting,&#34; he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Says \"I Have Too Much Work on My Plate\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Says \"I Have Too Much Work on My Plate\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-14 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NUSA DUA, Indonesia, Nov 14 (Reuters) - Billionaire Elon Musk said on Monday he was working &#34;at the absolute most amount...from morning til night, seven days a week&#34; when asked about his recent acquisition of Twitter and his leadership of automaker Tesla Inc.</p><p>&#34;I have too much work on my plate that is for sure,&#34; Musk said by videolink to a business conference on the sidelines of the G20 summit in Bali.</p><p>Musk is chief executive of both companies and also runs rocket firm SpaceX, brain-chip startup Neuralink and tunneling firm the Boring Company. Wearing a batik shirt sent by the organizers, he appeared on screen lit by candles, explaining that he was speaking from a place that had just lost power.</p><p>Tesla investors worry that Musk, a self-confessed &#34;nanomanager&#34; who has been personally involved in working-level decisions from car styling to supply chain issues, is distracted at a critical time for the world’s largest electric vehicle maker.</p><p>Tesla&#39;s shares have halved in value since early April, when he disclosed he had taken a stake in Twitter. His Tesla share sales, including another $4 billion last week to bring his Twitter-related sales to $20 billion, have added to the pressure.</p><p>When asked about the complexity of industrial supply chains &#34;decoupling&#34; from China and the risks from Russia - Ukraine war, Musk returned to how busy he was.</p><p>Responding to an observation that many business leaders in Asia wanted to be the &#34;Elon Musk of the East,&#34; Musk said: &#34;I&#39;d be careful what you wish for. I&#39;m not sure how many people would actually like to be me. They would like to be what they imagine being me, which is not the same thing as actually being me. The amount that I torture myself is next level, frankly.&#34;</p><p>Musk also said he wanted to see Twitter support more video and longer-form video so that content creators could make a living on the platform, but did not provide details. His remarks were streamed live on Alphabet Inc&#39;s(GOOGL.O)YouTube.</p><p>Indonesia has been trying to secure a deal with Tesla on battery investment and potentially one for SpaceX to develop a rocket launch site.</p><p>Musk made no commitment to either of those but said Indonesia had a large role to play in the electric vehicle supply chain and that it would make sense &#34;long term&#34; for SpaceX to have multiple launch points around the globe.</p><p>It was not clear where Musk was during the Bali event. His personal jet has remained in Austin, Texas, Tesla&#39;s headquarters since the weekend, according to @ElonJet, a Twitter account that tracks Musk&#39;s Gulfstream G650.</p><p>&#34;I&#39;m just looking at this video and it&#39;s so bizarre,&#34; Musk said. &#34;I&#39;m sitting here in the dark surrounded by candles.&#34;</p><p>Musk added he believed that the economy would make the transition to sustainable energy, adding it was &#34;just a question of how long it takes.&#34; He said space exploration should remain a priority &#34;so we can understand the nature of the universe and our place in it.&#34;</p><p>&#34;Maybe we&#39;ll find alien civilization or discover civilizations that existed millions of years ago, but we see the ruins of ancient civilizations. I think that would be incredibly interesting,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283424743","content_text":"NUSA DUA, Indonesia, Nov 14 (Reuters) - Billionaire Elon Musk said on Monday he was working \"at the absolute most amount...from morning til night, seven days a week\" when asked about his recent acquisition of Twitter and his leadership of automaker Tesla Inc.\"I have too much work on my plate that is for sure,\" Musk said by videolink to a business conference on the sidelines of the G20 summit in Bali.Musk is chief executive of both companies and also runs rocket firm SpaceX, brain-chip startup Neuralink and tunneling firm the Boring Company. Wearing a batik shirt sent by the organizers, he appeared on screen lit by candles, explaining that he was speaking from a place that had just lost power.Tesla investors worry that Musk, a self-confessed \"nanomanager\" who has been personally involved in working-level decisions from car styling to supply chain issues, is distracted at a critical time for the world’s largest electric vehicle maker.Tesla's shares have halved in value since early April, when he disclosed he had taken a stake in Twitter. His Tesla share sales, including another $4 billion last week to bring his Twitter-related sales to $20 billion, have added to the pressure.When asked about the complexity of industrial supply chains \"decoupling\" from China and the risks from Russia - Ukraine war, Musk returned to how busy he was.Responding to an observation that many business leaders in Asia wanted to be the \"Elon Musk of the East,\" Musk said: \"I'd be careful what you wish for. I'm not sure how many people would actually like to be me. They would like to be what they imagine being me, which is not the same thing as actually being me. The amount that I torture myself is next level, frankly.\"Musk also said he wanted to see Twitter support more video and longer-form video so that content creators could make a living on the platform, but did not provide details. His remarks were streamed live on Alphabet Inc's(GOOGL.O)YouTube.Indonesia has been trying to secure a deal with Tesla on battery investment and potentially one for SpaceX to develop a rocket launch site.Musk made no commitment to either of those but said Indonesia had a large role to play in the electric vehicle supply chain and that it would make sense \"long term\" for SpaceX to have multiple launch points around the globe.It was not clear where Musk was during the Bali event. His personal jet has remained in Austin, Texas, Tesla's headquarters since the weekend, according to @ElonJet, a Twitter account that tracks Musk's Gulfstream G650.\"I'm just looking at this video and it's so bizarre,\" Musk said. \"I'm sitting here in the dark surrounded by candles.\"Musk added he believed that the economy would make the transition to sustainable energy, adding it was \"just a question of how long it takes.\" He said space exploration should remain a priority \"so we can understand the nature of the universe and our place in it.\"\"Maybe we'll find alien civilization or discover civilizations that existed millions of years ago, but we see the ruins of ancient civilizations. I think that would be incredibly interesting,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969944382,"gmtCreate":1668332704346,"gmtModify":1676538042356,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969944382","repostId":"2282457893","repostType":4,"repost":{"id":"2282457893","kind":"highlight","pubTimestamp":1668301809,"share":"https://ttm.financial/m/news/2282457893?lang=&edition=fundamental","pubTime":"2022-11-13 09:10","market":"us","language":"en","title":"Alibaba: Refinement Of Zero COVID Policy Lifts Market Sentiments","url":"https://stock-news.laohu8.com/highlight/detail?id=2282457893","media":"Seeking Alpha","summary":"SummaryAlibaba heads into its FQ2'23 earnings release on November 17 without disclosing its sales fi","content":"<html><head></head><body><h2>Summary</h2><ul><li>Alibaba heads into its FQ2&#39;23 earnings release on November 17 without disclosing its sales figures for its recently concluded Singles&#39; Day (11.11) sales event.</li><li>We discuss why even a relatively weak FQ2 earnings release should not impact the potential re-rating of BABA as China has started to refine its zero COVID policy.</li><li>At these levels, the reward/risk setup pointing to the upside remains attractive, with an earlier reopening likely spurring further buying momentum.</li><li>Maintain Strong Buy with a PT of $90.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99fd8bfbb6e746ad97e8ae396d55f7fb\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Robert Way</span></p><p><i>This article is written by </i><i>JR Research</i><i> for reference only. Please note the risks.</i></p><h2>Thesis</h2><p>Alibaba Group Holding Limited (NYSE:BABA) heads into its highly-anticipated FQ2&#39;23 (quarter ended September 30) earnings release on November 17, even as it held back from reporting actual sales figures for its 2022 Singles&#39; Day (11.11) sales event for the first time.</p><p>Alibaba reported that its 11.11 event &#34;[delivered GMV] for brands in line with [2021] despite economic and COVID-related headwinds.&#34; Notably, Alibaba reported a gross merchandise value (GMV) of RMB540.3B for 2021&#39;s 11.11 event.</p><p>Therefore, all eyes will be on CEO Daniel Zhang &amp; team on November 17, as Bloomberg had reported earlier that Alibaba&#39;s 11.11 event &#34;may suffer a decline unprecedented in the event&#39;s 14-year history.&#34;</p><p>Despite that, BABA has outperformed the S&amp;P 500 (SPX) (SP500) since we upgraded it to Strong Buy in our previous article. Moreover, BABA&#39;s recent recovery was bolstered by the anticipation of a progressive easing of COVID policy. As such, the positive reaction by the market was not surprising.</p><p>We discuss why we glean that the mean reversion move for BABA remains attractive at the current levels. Despite the massive pessimism seen as investors further de-rated China&#39;s political risks, BABA&#39;s price action remains constructive. Coupled with a well-beaten-down valuation in line with its Hong Kong tech peers, we assess that BABA&#39;s reward/risk profile remains attractive.</p><p>Maintain Strong Buy with a medium-term price target (PT) of $90.</p><h2>Refinement Of China&#39;s COVID Policy Is Good Progress</h2><p>China lifted the market&#39;s sentiments last week as the newly installed Politburo Standing Committee (PSC) highlighted the need for &#34;more decisive&#34; measures, as Bloomberg reported:</p><blockquote>In a meeting of the new Politburo Standing Committee, the members called for more decisive measures to curb the spread of the virus so as to resume normal life and production as soon as possible, according to the Xinhua News Agency. - Bloomberg</blockquote><p>Therefore the &#34;20 measures&#34; rolled out by China&#39;s State Council and National Health Commission that reduced centralized quarantine time and flight suspension penalties were not expected by the market. Moreover, it occurred while COVID cases continued rising. Bloomberg reported that China&#39;s COVID cases increased to 11.3K on Friday (November 11), breaking above 10K for the first time since April on Thursday.</p><p>Furthermore, some cities actually reduced mass testing despite the rising cases. Hence, we believe the odds for a progressive ending in COVID zero are increasingly likely.</p><p>Still, investors should not rule out Beijing tightening its COVID policy again if COVID cases continue to rise higher, or even spike. China has maintained that the recent measures do not indicate that China has moved to living with the virus. Stamping out COVID expeditiously remains the guiding principle of its policy measures. As such, investors should expect near-term downside volatility if Beijing tightens further.</p><h2>What&#39;s Next For Alibaba?</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddc437479ec434895135417dc6411936\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Alibaba Revenue change % and Adjusted EBITDA change % consensus estimates (S&amp;P Cap IQ)</span></p><p>Therefore, we think the thesis for a bottoming in Alibaba&#39;s revenue and profitability growth by FY23 (year ending March 2023) is increasingly likely.</p><p>China&#39;s hand has likely been forced by the worsening global macroeconomic headwinds that has added significant stress to its domestic malaise. Moreover, China&#39;s trade surplus weakened further in October as exports fell for the first time since May 2020, down 0.3% YoY.</p><p>Furthermore, China&#39;s producer price index (PPI) declined 1.3% YoY in October, down for the first time in over two years. Hence, the disinflation signals are building up in China&#39;s economy, likely spurring policymakers to act more urgently to arrest China&#39;s economic malaise.</p><p>Therefore, while Alibaba may report a relatively tepid or even lower-than-project FQ2 earnings release, the market is already looking ahead. While still early, Goldman Sachs had previously highlighted that it expected a reopening in the &#34;second quarter of [2023].&#34; Therefore, we believe Wall Street&#39;s estimates have been predicated on such a possibility.</p><p>Given that China has already started to set the wheels in motion, despite the surge in COVID cases, we believe the reward/risk for an earlier exit is likely pointing to the upside.</p><h2>Is BABA Stock A Buy, Sell, Or Hold?</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b99a8e7fe43e4b72d7e31dbf093f969e\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>BABA price chart (weekly) (TradingView)</span></p><p>We emphasized in our previous update that BABA has two robust support zones that could see buyers defending vigorously against further selling pressure.</p><p>Therefore, even after the market forced sellers to give up after it broke below its March lows, buyers came in to defend its October 2015 levels ($57). That level appears to have been defended resolutely, which suggests that the market pulled the rug on weak holders who added the dips in March/May 2022.</p><p>Notwithstanding, we still need BABA to retake its March level and sit above it decisively for our thesis of a mean-reversion setup toward the $95 level to play out accordingly.</p><p>With China moving progressively away from its zero COVID strategy, we believe the potential for Alibaba to outperform the markedly downgraded consensus projections is looking increasingly likely.</p><p><i>Maintain Strong Buy with a medium-term PT of $90.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Refinement Of Zero COVID Policy Lifts Market Sentiments</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Refinement Of Zero COVID Policy Lifts Market Sentiments\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556789-alibaba-refinement-zero-covid-policy-lifts-market-sentiments><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba heads into its FQ2'23 earnings release on November 17 without disclosing its sales figures for its recently concluded Singles' Day (11.11) sales event.We discuss why even a relatively ...</p>\n\n<a href=\"https://seekingalpha.com/article/4556789-alibaba-refinement-zero-covid-policy-lifts-market-sentiments\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4556789-alibaba-refinement-zero-covid-policy-lifts-market-sentiments","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282457893","content_text":"SummaryAlibaba heads into its FQ2'23 earnings release on November 17 without disclosing its sales figures for its recently concluded Singles' Day (11.11) sales event.We discuss why even a relatively weak FQ2 earnings release should not impact the potential re-rating of BABA as China has started to refine its zero COVID policy.At these levels, the reward/risk setup pointing to the upside remains attractive, with an earlier reopening likely spurring further buying momentum.Maintain Strong Buy with a PT of $90.Robert WayThis article is written by JR Research for reference only. Please note the risks.ThesisAlibaba Group Holding Limited (NYSE:BABA) heads into its highly-anticipated FQ2'23 (quarter ended September 30) earnings release on November 17, even as it held back from reporting actual sales figures for its 2022 Singles' Day (11.11) sales event for the first time.Alibaba reported that its 11.11 event \"[delivered GMV] for brands in line with [2021] despite economic and COVID-related headwinds.\" Notably, Alibaba reported a gross merchandise value (GMV) of RMB540.3B for 2021's 11.11 event.Therefore, all eyes will be on CEO Daniel Zhang & team on November 17, as Bloomberg had reported earlier that Alibaba's 11.11 event \"may suffer a decline unprecedented in the event's 14-year history.\"Despite that, BABA has outperformed the S&P 500 (SPX) (SP500) since we upgraded it to Strong Buy in our previous article. Moreover, BABA's recent recovery was bolstered by the anticipation of a progressive easing of COVID policy. As such, the positive reaction by the market was not surprising.We discuss why we glean that the mean reversion move for BABA remains attractive at the current levels. Despite the massive pessimism seen as investors further de-rated China's political risks, BABA's price action remains constructive. Coupled with a well-beaten-down valuation in line with its Hong Kong tech peers, we assess that BABA's reward/risk profile remains attractive.Maintain Strong Buy with a medium-term price target (PT) of $90.Refinement Of China's COVID Policy Is Good ProgressChina lifted the market's sentiments last week as the newly installed Politburo Standing Committee (PSC) highlighted the need for \"more decisive\" measures, as Bloomberg reported:In a meeting of the new Politburo Standing Committee, the members called for more decisive measures to curb the spread of the virus so as to resume normal life and production as soon as possible, according to the Xinhua News Agency. - BloombergTherefore the \"20 measures\" rolled out by China's State Council and National Health Commission that reduced centralized quarantine time and flight suspension penalties were not expected by the market. Moreover, it occurred while COVID cases continued rising. Bloomberg reported that China's COVID cases increased to 11.3K on Friday (November 11), breaking above 10K for the first time since April on Thursday.Furthermore, some cities actually reduced mass testing despite the rising cases. Hence, we believe the odds for a progressive ending in COVID zero are increasingly likely.Still, investors should not rule out Beijing tightening its COVID policy again if COVID cases continue to rise higher, or even spike. China has maintained that the recent measures do not indicate that China has moved to living with the virus. Stamping out COVID expeditiously remains the guiding principle of its policy measures. As such, investors should expect near-term downside volatility if Beijing tightens further.What's Next For Alibaba?Alibaba Revenue change % and Adjusted EBITDA change % consensus estimates (S&P Cap IQ)Therefore, we think the thesis for a bottoming in Alibaba's revenue and profitability growth by FY23 (year ending March 2023) is increasingly likely.China's hand has likely been forced by the worsening global macroeconomic headwinds that has added significant stress to its domestic malaise. Moreover, China's trade surplus weakened further in October as exports fell for the first time since May 2020, down 0.3% YoY.Furthermore, China's producer price index (PPI) declined 1.3% YoY in October, down for the first time in over two years. Hence, the disinflation signals are building up in China's economy, likely spurring policymakers to act more urgently to arrest China's economic malaise.Therefore, while Alibaba may report a relatively tepid or even lower-than-project FQ2 earnings release, the market is already looking ahead. While still early, Goldman Sachs had previously highlighted that it expected a reopening in the \"second quarter of [2023].\" Therefore, we believe Wall Street's estimates have been predicated on such a possibility.Given that China has already started to set the wheels in motion, despite the surge in COVID cases, we believe the reward/risk for an earlier exit is likely pointing to the upside.Is BABA Stock A Buy, Sell, Or Hold?BABA price chart (weekly) (TradingView)We emphasized in our previous update that BABA has two robust support zones that could see buyers defending vigorously against further selling pressure.Therefore, even after the market forced sellers to give up after it broke below its March lows, buyers came in to defend its October 2015 levels ($57). That level appears to have been defended resolutely, which suggests that the market pulled the rug on weak holders who added the dips in March/May 2022.Notwithstanding, we still need BABA to retake its March level and sit above it decisively for our thesis of a mean-reversion setup toward the $95 level to play out accordingly.With China moving progressively away from its zero COVID strategy, we believe the potential for Alibaba to outperform the markedly downgraded consensus projections is looking increasingly likely.Maintain Strong Buy with a medium-term PT of $90.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969944017,"gmtCreate":1668332627940,"gmtModify":1676538042356,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Nobody knows where is the bottom.","listText":"Nobody knows where is the bottom.","text":"Nobody knows where is the bottom.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9969944017","repostId":"1190456060","repostType":4,"repost":{"id":"1190456060","kind":"news","pubTimestamp":1668302284,"share":"https://ttm.financial/m/news/1190456060?lang=&edition=fundamental","pubTime":"2022-11-13 09:18","market":"us","language":"en","title":"SPY: Bear Market Rally Or A Major Bottom?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190456060","media":"Seeking Alpha","summary":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF  that tracks the S&P500 soared by 5.5% Thursday  - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean?","content":"<html><head></head><body><h2>Summary</h2><ul><li>Large 1-day rallies are usually associated with the bear market rallies.</li><li>Major bottoms require a policy change.</li><li>The Fed is still in inflation-fighting mode.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d234d2c3a6fdd66410e8c4fdc86a25\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gonin/iStock via Getty Images</span></p><h2>The top 20: daily returns for S&amp;P500</h2><p>The SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&amp;P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&amp;P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let&#39;s first evaluate the top 20 list of the daily rates of return for the S&amp;P500:</p><p><img src=\"https://static.tigerbbs.com/9a00554a6ad210b0ab26216de0667def\" tg-width=\"927\" tg-height=\"1314\" referrerpolicy=\"no-referrer\"/></p><p>As you can see from the list above,</p><ul><li>12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.</li><li>8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.</li><li>2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.</li></ul><p>Based on the historical evidence, the 5.6% daily spike in S&amp;P500 (SPX) is either a signal of a major bottom or just another bear market rally.</p><h2>The major bottom thesis</h2><p>The major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.</p><p>The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.</p><p>As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed&#39;s monetary policy tightening, 2) the recessionary selloff caused by the Fed&#39;s tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.</p><p>The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It&#39;s true, we are likely past the peak inflation, and thus the peak hawkishness.</p><p>However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether &#34;something will break&#34; during the process and cause the Phase 3 and the credit crunch.</p><h2>The recessionary selloff</h2><p>The S&amp;P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.</p><p>Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.</p><p>Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ef81e28bf62d769ca5f75f29feb339\" tg-width=\"640\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/><span>FRED</span></p><p>Based on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.</p><h2>Why is the 10Y-3mo curve inverted? Why is this signaling a recession?</h2><p>The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.</p><p>The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.</p><p>But don&#39;t count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.</p><p>But don&#39;t expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it&#39;s more likely to escalate. This is inflationary. The war in Ukraine is still active and it&#39;s more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.</p><h2>It&#39;s a bear market rally</h2><p>We are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of &#34;things breaking&#34; like the cryptocurrencies, which could lead to the Phase 3 selloff.</p><p>Bear market rallies happen during the &#34;in-between periods&#34;, so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don&#39;t think anybody expects this over the near term. Don&#39;t fight the Fed. The bear market rally is the opportunity to sell or re-short.</p><h2>SPY sector analysis</h2><p>AllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11bae7fc6e9bba3dee9e588bd902bb1\" tg-width=\"640\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/><span>SelectSectorSPDR</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SPY: Bear Market Rally Or A Major Bottom?</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\">\nSPY: Bear Market Rally Or A Major Bottom?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20...</p>\n\n<a href=\"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190456060","content_text":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let's first evaluate the top 20 list of the daily rates of return for the S&P500:As you can see from the list above,12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.Based on the historical evidence, the 5.6% daily spike in S&P500 (SPX) is either a signal of a major bottom or just another bear market rally.The major bottom thesisThe major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed's monetary policy tightening, 2) the recessionary selloff caused by the Fed's tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It's true, we are likely past the peak inflation, and thus the peak hawkishness.However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether \"something will break\" during the process and cause the Phase 3 and the credit crunch.The recessionary selloffThe S&P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:FREDBased on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.Why is the 10Y-3mo curve inverted? Why is this signaling a recession?The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.But don't count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.But don't expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it's more likely to escalate. This is inflationary. The war in Ukraine is still active and it's more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.It's a bear market rallyWe are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of \"things breaking\" like the cryptocurrencies, which could lead to the Phase 3 selloff.Bear market rallies happen during the \"in-between periods\", so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don't think anybody expects this over the near term. Don't fight the Fed. The bear market rally is the opportunity to sell or re-short.SPY sector analysisAllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.SelectSectorSPDR","news_type":1},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987458068,"gmtCreate":1667971151155,"gmtModify":1676537992644,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987458068","repostId":"2282948127","repostType":4,"repost":{"id":"2282948127","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1667955487,"share":"https://ttm.financial/m/news/2282948127?lang=&edition=fundamental","pubTime":"2022-11-09 08:58","market":"us","language":"en","title":"Wall Street Ends Higher As Investors Eye U.S. Midterms","url":"https://stock-news.laohu8.com/highlight/detail?id=2282948127","media":"Reuters","summary":"* Take-Two, Lyft slump on downbeat forecasts* Amgen climbs on cholesterol drug data* Indexes: S&P 50","content":"<html><head></head><body><p>* Take-Two, Lyft slump on downbeat forecasts</p><p>* Amgen climbs on cholesterol drug data</p><p>* Indexes: S&amp;P 500 +0.56%, Nasdaq +0.49%, Dow +1.02%</p><p><img src=\"https://static.tigerbbs.com/d5d9b590a4aed37a6f778f13f68546fd\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Nov 8 (Reuters) - Wall Street ended higher on Tuesday during voting in midterm elections that will determine control of the U.S. Congress, with investors betting on a political stalemate that could prevent major policy changes.</p><p>It was the third straight day of gains on the U.S. stock market, leaving the Dow Jones Industrial Average down less than 10% year-to-date.</p><p>Helping the blue-chip Dow, shares of drugmaker Amgen Inc rallied almost 6% to a record high after the company reported positive data related to its cholesterol drug and obesity treatment.</p><p>All 435 House of Representative seats and some 35 seats in the Senate are on the ballot, with experts saying there may be days of waiting before it is clear who won certain races. Nonpartisan forecasts and opinion polls suggested a strong chance of Republicans winning a House majority and a tight race for Senate control.</p><p>&#34;On balance, financial markets like gridlock. To the extent that change will be slow and evolving, a divided government of course provides that backdrop,&#34; said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis.</p><p>A surprise victory for Democrats, however, could raise concerns about tech-sector regulation as well as budget spending that could add to already-high inflation, according to market strategists.</p><p>Investors are also awaiting a key inflation reading due on Thursday, which is expected to show easing in consumer prices and provide further clues on whether the U.S. Federal Reserve could soften its campaign of aggressive interest rate hikes.</p><p>Traders are divided about whether the Fed will raise rates by 50 basis points or 75 basis points at the central bank&#39;s meeting in December, according to CME Fedwatch tool.</p><p>Cryptocurrency-related stocks including Coinbase Global and Microstrategy tumbled after Crypto giant Binance signed a nonbinding agreement to buy rival FTX&#39;s non-U.S. unit to help cover a &#34;liquidity crunch&#34; at the cryptocurrency exchange.</p><p>&#34;Some investors will shoot first and ask questions later, but the good thing is crypto is kind of isolated. They are on their own, they really are not part of the equity market,&#34; said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey.</p><p>The S&amp;P 500 is up about 7% from its October closing low, but it remains down about 20% in 2022 due to worries that the Fed&#39;s aggressive rate hikes could cripple the U.S. economy.</p><p>The S&amp;P 500 climbed 0.56% to end the session at 3,828.13 points.</p><p>The Nasdaq gained 0.49% to 10,616.20 points, while the Dow Jones Industrial Average rose 1.02% to 33,160.83 points.</p><p>Of the 11 S&amp;P 500 sector indexes, 10 rose, led by materials, up 1.72%, followed by a 0.92% gain in information technology.</p><p><a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc slumped almost 14% after the videogame publisher lowered its annual sales outlook, while ride-hailing firm Lyft Inc tumbled 23% after forecasting current-quarter revenue below Wall Street estimates.</p><p>Advancing issues outnumbered falling ones within the S&amp;P 500 by a 2.5-to-one ratio.</p><p>The S&amp;P 500 posted 21 new highs and 9 new lows; the Nasdaq recorded 97 new highs and 258 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 11.7 billion shares traded, compared with an average of 11.8 billion shares over the previous 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Higher As Investors Eye U.S. Midterms</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\">\nWall Street Ends Higher As Investors Eye U.S. Midterms\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-09 08:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Take-Two, Lyft slump on downbeat forecasts</p><p>* Amgen climbs on cholesterol drug data</p><p>* Indexes: S&amp;P 500 +0.56%, Nasdaq +0.49%, Dow +1.02%</p><p><img src=\"https://static.tigerbbs.com/d5d9b590a4aed37a6f778f13f68546fd\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Nov 8 (Reuters) - Wall Street ended higher on Tuesday during voting in midterm elections that will determine control of the U.S. Congress, with investors betting on a political stalemate that could prevent major policy changes.</p><p>It was the third straight day of gains on the U.S. stock market, leaving the Dow Jones Industrial Average down less than 10% year-to-date.</p><p>Helping the blue-chip Dow, shares of drugmaker Amgen Inc rallied almost 6% to a record high after the company reported positive data related to its cholesterol drug and obesity treatment.</p><p>All 435 House of Representative seats and some 35 seats in the Senate are on the ballot, with experts saying there may be days of waiting before it is clear who won certain races. Nonpartisan forecasts and opinion polls suggested a strong chance of Republicans winning a House majority and a tight race for Senate control.</p><p>&#34;On balance, financial markets like gridlock. To the extent that change will be slow and evolving, a divided government of course provides that backdrop,&#34; said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis.</p><p>A surprise victory for Democrats, however, could raise concerns about tech-sector regulation as well as budget spending that could add to already-high inflation, according to market strategists.</p><p>Investors are also awaiting a key inflation reading due on Thursday, which is expected to show easing in consumer prices and provide further clues on whether the U.S. Federal Reserve could soften its campaign of aggressive interest rate hikes.</p><p>Traders are divided about whether the Fed will raise rates by 50 basis points or 75 basis points at the central bank&#39;s meeting in December, according to CME Fedwatch tool.</p><p>Cryptocurrency-related stocks including Coinbase Global and Microstrategy tumbled after Crypto giant Binance signed a nonbinding agreement to buy rival FTX&#39;s non-U.S. unit to help cover a &#34;liquidity crunch&#34; at the cryptocurrency exchange.</p><p>&#34;Some investors will shoot first and ask questions later, but the good thing is crypto is kind of isolated. They are on their own, they really are not part of the equity market,&#34; said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey.</p><p>The S&amp;P 500 is up about 7% from its October closing low, but it remains down about 20% in 2022 due to worries that the Fed&#39;s aggressive rate hikes could cripple the U.S. economy.</p><p>The S&amp;P 500 climbed 0.56% to end the session at 3,828.13 points.</p><p>The Nasdaq gained 0.49% to 10,616.20 points, while the Dow Jones Industrial Average rose 1.02% to 33,160.83 points.</p><p>Of the 11 S&amp;P 500 sector indexes, 10 rose, led by materials, up 1.72%, followed by a 0.92% gain in information technology.</p><p><a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc slumped almost 14% after the videogame publisher lowered its annual sales outlook, while ride-hailing firm Lyft Inc tumbled 23% after forecasting current-quarter revenue below Wall Street estimates.</p><p>Advancing issues outnumbered falling ones within the S&amp;P 500 by a 2.5-to-one ratio.</p><p>The S&amp;P 500 posted 21 new highs and 9 new lows; the Nasdaq recorded 97 new highs and 258 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 11.7 billion shares traded, compared with an average of 11.8 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","TTWO":"Take-Two Interactive Software",".IXIC":"NASDAQ Composite","MSTR":"MicroStrategy",".SPX":"S&P 500 Index","LYFT":"Lyft, Inc.",".DJI":"道琼斯","AMGN":"安进"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282948127","content_text":"* Take-Two, Lyft slump on downbeat forecasts* Amgen climbs on cholesterol drug data* Indexes: S&P 500 +0.56%, Nasdaq +0.49%, Dow +1.02%Nov 8 (Reuters) - Wall Street ended higher on Tuesday during voting in midterm elections that will determine control of the U.S. Congress, with investors betting on a political stalemate that could prevent major policy changes.It was the third straight day of gains on the U.S. stock market, leaving the Dow Jones Industrial Average down less than 10% year-to-date.Helping the blue-chip Dow, shares of drugmaker Amgen Inc rallied almost 6% to a record high after the company reported positive data related to its cholesterol drug and obesity treatment.All 435 House of Representative seats and some 35 seats in the Senate are on the ballot, with experts saying there may be days of waiting before it is clear who won certain races. Nonpartisan forecasts and opinion polls suggested a strong chance of Republicans winning a House majority and a tight race for Senate control.\"On balance, financial markets like gridlock. To the extent that change will be slow and evolving, a divided government of course provides that backdrop,\" said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis.A surprise victory for Democrats, however, could raise concerns about tech-sector regulation as well as budget spending that could add to already-high inflation, according to market strategists.Investors are also awaiting a key inflation reading due on Thursday, which is expected to show easing in consumer prices and provide further clues on whether the U.S. Federal Reserve could soften its campaign of aggressive interest rate hikes.Traders are divided about whether the Fed will raise rates by 50 basis points or 75 basis points at the central bank's meeting in December, according to CME Fedwatch tool.Cryptocurrency-related stocks including Coinbase Global and Microstrategy tumbled after Crypto giant Binance signed a nonbinding agreement to buy rival FTX's non-U.S. unit to help cover a \"liquidity crunch\" at the cryptocurrency exchange.\"Some investors will shoot first and ask questions later, but the good thing is crypto is kind of isolated. They are on their own, they really are not part of the equity market,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey.The S&P 500 is up about 7% from its October closing low, but it remains down about 20% in 2022 due to worries that the Fed's aggressive rate hikes could cripple the U.S. economy.The S&P 500 climbed 0.56% to end the session at 3,828.13 points.The Nasdaq gained 0.49% to 10,616.20 points, while the Dow Jones Industrial Average rose 1.02% to 33,160.83 points.Of the 11 S&P 500 sector indexes, 10 rose, led by materials, up 1.72%, followed by a 0.92% gain in information technology.Take-Two Interactive Software Inc slumped almost 14% after the videogame publisher lowered its annual sales outlook, while ride-hailing firm Lyft Inc tumbled 23% after forecasting current-quarter revenue below Wall Street estimates.Advancing issues outnumbered falling ones within the S&P 500 by a 2.5-to-one ratio.The S&P 500 posted 21 new highs and 9 new lows; the Nasdaq recorded 97 new highs and 258 new lows.Volume on U.S. exchanges was relatively light, with 11.7 billion shares traded, compared with an average of 11.8 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987665108,"gmtCreate":1667893086304,"gmtModify":1676537980762,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987665108","repostId":"1152972935","repostType":4,"repost":{"id":"1152972935","kind":"news","pubTimestamp":1667880023,"share":"https://ttm.financial/m/news/1152972935?lang=&edition=fundamental","pubTime":"2022-11-08 12:00","market":"us","language":"en","title":"Why You Want To Own Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1152972935","media":"Seeking Alpha","summary":"SummaryWhen Tesla was worth $50 billion, most people didn't expect it would get to a trillion-dollar","content":"<html><head></head><body><h2>Summary</h2><ul><li>When Tesla was worth $50 billion, most people didn&#39;t expect it would get to a trillion-dollar valuation so quickly.</li><li>Tesla isn&#39;t worth a trillion dollars anymore, but its shares could go much higher in future years.</li><li>Tesla has remarkable revenue growth and earnings power potential, and the company often outperforms analyst estimates.</li><li>While Tesla&#39;s shares could lose some more ground in the near term, long term, Tesla is a strong buy.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a179b515b137c8eece924b9811ec965d\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Justin Sullivan</span></p><p>Hey, do you remember that Ford Model T slogan? <i>&#34;You could have any color as long as it&#39;s black.&#34;</i> Tesla&#39;s (NASDAQ:TSLA) Model Ys and Model 3s may not be as popular as the Model T was in its day. Still, manyTeslasare purchased in numerous colors, with extensive options, and are now iconic EVs with monopolistic tendencies. Another factor about Tesla is that most owners genuinely love their vehicles and could become lifetime users of Tesla products. Considering these and other factors, it&#39;s no wonder the company&#39;s sales have continued to surge despite the rough times. Tesla recently provided better-than-expected EPS results.</p><p>Furthermore, the company illustrates a tenacity for surpassing consensus estimates. Unlike most companies, its forward EPS and revenue revisions continue heading higher. Therefore, Tesla will likely continue reporting solid earnings and providing robust guidance as we advance.</p><p>In early 2017, I wrote my first article about Tesla, discussing whether it would become a trillion-dollar company within the next decade. However, Tesla&#39;s market cap surged from around $50 billion to a trillion dollars much quicker than anticipated, but now Tesla must recover and sustain its trillion-dollar valuation status. Tesla&#39;s next significant run-up could take the stock into the multi-trillion-dollar valuation spectrum. Thus, Tesla&#39;s preferred long-term buy-in target is in the $180-200 range. However, if the bear market accelerates, the stock may drop to approximately $150, making it a strong buy. Despite this near-term downside potential, Tesla&#39;s stock price should appreciate considerably in the coming years, making it a top investment for the next decade.</p><p>The Technical Image</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e2d82d8bfdc787b12aab2b3c0f01bec\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/><span>TSLA (StockCharts.com)</span></p><p>If we go back to pre-split adjusted levels at $200 here, Tesla would be worth $3,000. While Tesla&#39;s tenfold run-up since its deeply undervalued years in 2019 and earlier is significant, the stock has a long way to go to get the company to a sustainable trillion-plus dollar market cap.</p><p>Tesla is approaching a critical support level at $200-$180. While this level represents an excellent long-term entry point, Tesla&#39;s stock could fall through this level, sliding toward the critical $150 support level. The stock is down by approximately 50% from its all-time high, and while the share price could dip lower because of a broader economic slowdown, Tesla&#39;s price should bounce back and advance substantially higher in the coming years.</p><h2>The Recent Report</h2><p>Tesla&#39;s stock dipped lower after the company posted &#34;mixed&#34; results in its recent earnings announcement. The company&#39;s $1.05 in non-GAAP EPS beat by four cents, but Tesla&#39;s revenues increased slightly less than was anticipated (56% YoY). The consensus bar was set high, yet the 56% YoY growth rate is spectacular. Elon Musk said that Tesla could be worth more than Apple (AAPL) and Saudi Aramco (ARMCO) combined, and I don&#39;t see why not.</p><h2>Let&#39;s Look At The Results</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6d6e42c88cab6bd5be1769ae189abb7\" tg-width=\"640\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/><span>Tesla financials (Tesla-cdn.thron.com)</span></p><p>Tesla achieved an impressive 55% YoY automotive sales growth despite only implementing $286 million in credits. Automotive gross profit surged by 42% YoY to $5.2 billion while maintaining a healthy automotive gross margin of 28%. Operating expenses increased by 2% YoY, leading to an 84% surge in operating income of nearly<i>$3.7 billion</i>. This dynamic enabled Tesla to deliver $0.95 in GAAP EPS, a 98% YoY increase.</p><h2>Operational Opportunities</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f2ce49d72252624f8f3e48812450564\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/><span>Operations (Tesla-cdn.thron.com)</span></p><p>Tesla delivered solid 54% YoY production growth, including 123% YoY growth in its Models S/X unit. This phenomenon illustrates the continued robust demand for Tesla&#39;s high-end premium vehicles. This dynamic should keep Tesla&#39;s ASP elevated, leading to higher revenues.</p><h2>Vast Production Capacity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3315b7c3173a4989d3a6e81f51d911f5\" tg-width=\"640\" tg-height=\"659\" referrerpolicy=\"no-referrer\"/><span>Production capacity (Tesla-cdn.thron.com)</span></p><p>Tesla can build nearly two million &#34;Model S3XY&#34; annually now. This segment alone could deliver about $100-$120 billion in sales for Tesla next year. In addition, Tesla is working on an eventual Cybertruck. The Tesla Semi is in early production.</p><p>We should be aware of the Tesla Semi&#39;s potential. Tesla plans to have production up to 50,000 Tesla Semis annually in 2024. We can estimate the ASP from prior reports, which is around $175,000. I&#39;m optimistic that the ASP could go substantially higher due to abundant options and may stabilize closer to $200,000 down the line. Therefore, we should see approximately $8-10 billion in annual revenue flow from the Tesla Semi segment in the coming years. In addition, we will see significant growth in the Tesla Semi segment, and we could witness revenue growth of 40%-50% for several years.</p><p>We also should see revenues increase as Tesla&#39;s Cybertruck hits the market in 2024. However, a significant revenue increase from the truck will likely materialize in 2025 and onward. While it&#39;s challenging to speculate, if Tesla sells about 50,000-100,000 Cybertrucks annually, it could lead to an additional $5-$10 billion boost in sales in the coming years. Therefore, the automotive segment can potentially deliver $125-$150 billion in revenue by 2025. Tesla&#39;s non-automotive sales segments accounted for about 13% of revenues last quarter. Thus, approximately $15-$20 billion in revenue will contribute to a revenue target of $140-$170 billion by 2025.</p><p>Tesla&#39;s non-GAAP net income margin came in at 17% last quarter. A 17% income margin equates to approximately $24-$29 billion annual net income for Tesla in the coming years. Tesla has about 3.5 billion outstanding shares. Thus, we should see an EPS of around $7-$9 in 2024/2025.</p><h2>Tesla Rarely Misses</h2><p>Tesla has delivered remarkably consistent revenues and earnings beats in recent years.</p><h3>Earnings History</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ff056a035109dd03bdefaf2a141bbd2\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/><span>Earnings History (SeekingAlpha.com)</span></p><p>We also saw impressive sales and EPS growth recently. Revenues have surged from roughly $6 billion in Q1 2020 to approximately $21.5 billion last quarter. Earnings also increased dramatically in this period going from just eight cents in Q1 2020 to $1.07 in Q1 2022.</p><h3>EPS Surprises and Estimates</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/801ad29d102c8d8349ffe605125e3f73\" tg-width=\"640\" tg-height=\"302\" referrerpolicy=\"no-referrer\"/><span>EPS surprises (SeeingAlpha.com)</span></p><p>Last year, Tesla beat analysts&#39; estimates by a healthy margin. The consensus EPS estimate is $5.76 next year. However, Tesla could continue outperforming the consensus figures, and we could see around $6-6.50 in EPS next year. At about<i>$200 a share</i>, Tesla&#39;s trading at approximately 33-30 in next year&#39;s earnings estimates. However, if Tesla drops to $180-$150, the stock would only be around 20-17 times 2024/2025 EPS estimates.</p><h3>EPS Estimates</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d9008a617e89a46f79ad858a46789af\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/><span>EPS estimates (SeekingAlpha.com)</span></p><p>My estimates are close to the consensus figures, and we should continue seeing robust 15%-20% annual EPS beyond 2025. Tesla&#39;s revenue growth should persist, and with expanding market share and new product lines, the company&#39;s revenues could skyrocket in future years.</p><h3>Revenue Estimates</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96b59f70f7bbf80775ea35105e82934a\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><span>Revenue estimates (SeekingAlpha.com)</span></p><p>Analysts&#39; estimates illustrate that we could consider an average annual revenue growth rate of 15%-30% through 2030. Thus, Tesla&#39;s stock should command a relatively high multiple (20-30) as the company advances.</p><h3>Here&#39;s what Tesla&#39;s financials could look like in future years:</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e3607b58eaa2e952212ea2062811fa0\" tg-width=\"915\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/><span>Source: The Financial Prophet</span></p><h2>Risks to Tesla</h2><p><b>Risks exist for Tesla</b>- The company may miss earnings and revenue estimates. Furthermore, a slowdown in demand, increased competition, supply issues, decreased growth, issues with regulators and foreign governments, and other variables are all risks we should consider before betting on Tesla to move higher. Serious concerns could cause Tesla&#39;s valuation to lose altitude, and the company&#39;s share price could even head in reverse if any serious issues should arise. Therefore, one should consider these and other risks before committing any capital to a Tesla investment.</p><p><i>This article is written by </i><i>Victor Dergunov</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why You Want To Own Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy You Want To Own Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4554389-why-you-want-to-own-tesla><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWhen Tesla was worth $50 billion, most people didn't expect it would get to a trillion-dollar valuation so quickly.Tesla isn't worth a trillion dollars anymore, but its shares could go much ...</p>\n\n<a href=\"https://seekingalpha.com/article/4554389-why-you-want-to-own-tesla\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4554389-why-you-want-to-own-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152972935","content_text":"SummaryWhen Tesla was worth $50 billion, most people didn't expect it would get to a trillion-dollar valuation so quickly.Tesla isn't worth a trillion dollars anymore, but its shares could go much higher in future years.Tesla has remarkable revenue growth and earnings power potential, and the company often outperforms analyst estimates.While Tesla's shares could lose some more ground in the near term, long term, Tesla is a strong buy.Justin SullivanHey, do you remember that Ford Model T slogan? \"You could have any color as long as it's black.\" Tesla's (NASDAQ:TSLA) Model Ys and Model 3s may not be as popular as the Model T was in its day. Still, manyTeslasare purchased in numerous colors, with extensive options, and are now iconic EVs with monopolistic tendencies. Another factor about Tesla is that most owners genuinely love their vehicles and could become lifetime users of Tesla products. Considering these and other factors, it's no wonder the company's sales have continued to surge despite the rough times. Tesla recently provided better-than-expected EPS results.Furthermore, the company illustrates a tenacity for surpassing consensus estimates. Unlike most companies, its forward EPS and revenue revisions continue heading higher. Therefore, Tesla will likely continue reporting solid earnings and providing robust guidance as we advance.In early 2017, I wrote my first article about Tesla, discussing whether it would become a trillion-dollar company within the next decade. However, Tesla's market cap surged from around $50 billion to a trillion dollars much quicker than anticipated, but now Tesla must recover and sustain its trillion-dollar valuation status. Tesla's next significant run-up could take the stock into the multi-trillion-dollar valuation spectrum. Thus, Tesla's preferred long-term buy-in target is in the $180-200 range. However, if the bear market accelerates, the stock may drop to approximately $150, making it a strong buy. Despite this near-term downside potential, Tesla's stock price should appreciate considerably in the coming years, making it a top investment for the next decade.The Technical ImageTSLA (StockCharts.com)If we go back to pre-split adjusted levels at $200 here, Tesla would be worth $3,000. While Tesla's tenfold run-up since its deeply undervalued years in 2019 and earlier is significant, the stock has a long way to go to get the company to a sustainable trillion-plus dollar market cap.Tesla is approaching a critical support level at $200-$180. While this level represents an excellent long-term entry point, Tesla's stock could fall through this level, sliding toward the critical $150 support level. The stock is down by approximately 50% from its all-time high, and while the share price could dip lower because of a broader economic slowdown, Tesla's price should bounce back and advance substantially higher in the coming years.The Recent ReportTesla's stock dipped lower after the company posted \"mixed\" results in its recent earnings announcement. The company's $1.05 in non-GAAP EPS beat by four cents, but Tesla's revenues increased slightly less than was anticipated (56% YoY). The consensus bar was set high, yet the 56% YoY growth rate is spectacular. Elon Musk said that Tesla could be worth more than Apple (AAPL) and Saudi Aramco (ARMCO) combined, and I don't see why not.Let's Look At The ResultsTesla financials (Tesla-cdn.thron.com)Tesla achieved an impressive 55% YoY automotive sales growth despite only implementing $286 million in credits. Automotive gross profit surged by 42% YoY to $5.2 billion while maintaining a healthy automotive gross margin of 28%. Operating expenses increased by 2% YoY, leading to an 84% surge in operating income of nearly$3.7 billion. This dynamic enabled Tesla to deliver $0.95 in GAAP EPS, a 98% YoY increase.Operational OpportunitiesOperations (Tesla-cdn.thron.com)Tesla delivered solid 54% YoY production growth, including 123% YoY growth in its Models S/X unit. This phenomenon illustrates the continued robust demand for Tesla's high-end premium vehicles. This dynamic should keep Tesla's ASP elevated, leading to higher revenues.Vast Production CapacityProduction capacity (Tesla-cdn.thron.com)Tesla can build nearly two million \"Model S3XY\" annually now. This segment alone could deliver about $100-$120 billion in sales for Tesla next year. In addition, Tesla is working on an eventual Cybertruck. The Tesla Semi is in early production.We should be aware of the Tesla Semi's potential. Tesla plans to have production up to 50,000 Tesla Semis annually in 2024. We can estimate the ASP from prior reports, which is around $175,000. I'm optimistic that the ASP could go substantially higher due to abundant options and may stabilize closer to $200,000 down the line. Therefore, we should see approximately $8-10 billion in annual revenue flow from the Tesla Semi segment in the coming years. In addition, we will see significant growth in the Tesla Semi segment, and we could witness revenue growth of 40%-50% for several years.We also should see revenues increase as Tesla's Cybertruck hits the market in 2024. However, a significant revenue increase from the truck will likely materialize in 2025 and onward. While it's challenging to speculate, if Tesla sells about 50,000-100,000 Cybertrucks annually, it could lead to an additional $5-$10 billion boost in sales in the coming years. Therefore, the automotive segment can potentially deliver $125-$150 billion in revenue by 2025. Tesla's non-automotive sales segments accounted for about 13% of revenues last quarter. Thus, approximately $15-$20 billion in revenue will contribute to a revenue target of $140-$170 billion by 2025.Tesla's non-GAAP net income margin came in at 17% last quarter. A 17% income margin equates to approximately $24-$29 billion annual net income for Tesla in the coming years. Tesla has about 3.5 billion outstanding shares. Thus, we should see an EPS of around $7-$9 in 2024/2025.Tesla Rarely MissesTesla has delivered remarkably consistent revenues and earnings beats in recent years.Earnings HistoryEarnings History (SeekingAlpha.com)We also saw impressive sales and EPS growth recently. Revenues have surged from roughly $6 billion in Q1 2020 to approximately $21.5 billion last quarter. Earnings also increased dramatically in this period going from just eight cents in Q1 2020 to $1.07 in Q1 2022.EPS Surprises and EstimatesEPS surprises (SeeingAlpha.com)Last year, Tesla beat analysts' estimates by a healthy margin. The consensus EPS estimate is $5.76 next year. However, Tesla could continue outperforming the consensus figures, and we could see around $6-6.50 in EPS next year. At about$200 a share, Tesla's trading at approximately 33-30 in next year's earnings estimates. However, if Tesla drops to $180-$150, the stock would only be around 20-17 times 2024/2025 EPS estimates.EPS EstimatesEPS estimates (SeekingAlpha.com)My estimates are close to the consensus figures, and we should continue seeing robust 15%-20% annual EPS beyond 2025. Tesla's revenue growth should persist, and with expanding market share and new product lines, the company's revenues could skyrocket in future years.Revenue EstimatesRevenue estimates (SeekingAlpha.com)Analysts' estimates illustrate that we could consider an average annual revenue growth rate of 15%-30% through 2030. Thus, Tesla's stock should command a relatively high multiple (20-30) as the company advances.Here's what Tesla's financials could look like in future years:Source: The Financial ProphetRisks to TeslaRisks exist for Tesla- The company may miss earnings and revenue estimates. Furthermore, a slowdown in demand, increased competition, supply issues, decreased growth, issues with regulators and foreign governments, and other variables are all risks we should consider before betting on Tesla to move higher. Serious concerns could cause Tesla's valuation to lose altitude, and the company's share price could even head in reverse if any serious issues should arise. Therefore, one should consider these and other risks before committing any capital to a Tesla investment.This article is written by Victor Dergunov for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987313102,"gmtCreate":1667819743007,"gmtModify":1676537968946,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987313102","repostId":"2281612231","repostType":4,"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985404577,"gmtCreate":1667435855799,"gmtModify":1676537917122,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985404577","repostId":"1124568203","repostType":2,"repost":{"id":"1124568203","kind":"news","pubTimestamp":1667433606,"share":"https://ttm.financial/m/news/1124568203?lang=&edition=fundamental","pubTime":"2022-11-03 08:00","market":"us","language":"en","title":"Apple Now Valued at More Than Amazon, Alphabet and Meta — Combined","url":"https://stock-news.laohu8.com/highlight/detail?id=1124568203","media":"MarketWatch","summary":"Apple Inc. shares have held up far better than those of its Big Tech peers over the past month, and ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/f49e61e893d9c472d02d149b2fa866b5\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Apple Inc. shares have held up far better than those of its Big Tech peers over the past month, and that’s helped the company to a staggering feat: The smartphone giant is now worth more than Alphabet Inc., Amazon.com Inc. and Meta Platforms Inc. combined.</p><p>Apple finished Wednesday’s session with a $2.307 trillion market capitalization, according to Dow Jones Market Data. Alphabet, Amazon and Meta were worth a combined $2.306 trillion.</p><p>The comparison was flagged on Twitter by financial YouTuber Joseph Carlson.</p><p>The contrast illustrates the sharp comedown in technology shares this year. Apple was worth $2.913 trillion to close out 2021, according to Dow Jones Market Data. The grouping of Alphabet, Amazon and Meta was worth $4.410 trillion at that time.</p><p>Apple’s stock has outperformed those of its three tech peers over both the past month and the course of 2022.</p><p>Shares of Apple are up 4.9% in the past month, while shares of Alphabet are down 9.1%, shares of Amazon are off 18.5% and shares of Meta are down 33.3%. On a year-to-date basis, Apple’s stock has lost 18.3%, while Alphabet’s has declined 40.5%, Amazon’s has fallen 44.7% and Meta’s has plunged 73.1%.</p><p>Apple’s stock has also had a better start to the week than any of those other three Big Tech names, though all four are down.</p><p>The four companies each reported earnings last week, and only Apple’s numbers were met with a positive stock reaction. Since then, Meta fell below a $300 billion valuation for the first time since February 2016. It was valued at $240 billion as of Wednesday’s close.</p><p>Meanwhile, Amazon’s stock has declined in each of the past six trading sessions, and the company on Tuesday fell out of trillion-dollar territory for the first time since April 2020.</p><p>Bernstein analyst Mark Shmulik recently highlighted the challenges facing the big internet companies in what he called an “autopsy” of their latest results. He noted that Alphabet, Amazon and Meta now have to show “perfection” as they all have diversified businesses and investors are more prone to nitpicking signs of weakness in any one of those area amid this choppy market climate.</p></body></html>","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>Apple Now Valued at More Than Amazon, Alphabet and Meta — Combined</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 Now Valued at More Than Amazon, Alphabet and Meta — Combined\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/apple-now-valued-at-more-than-amazon-alphabet-and-meta-combined-11667430617?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc. shares have held up far better than those of its Big Tech peers over the past month, and that’s helped the company to a staggering feat: The smartphone giant is now worth more than Alphabet...</p>\n\n<a href=\"https://www.marketwatch.com/story/apple-now-valued-at-more-than-amazon-alphabet-and-meta-combined-11667430617?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AAPL":"苹果","AMZN":"亚马逊","META":"Meta Platforms, Inc."},"source_url":"https://www.marketwatch.com/story/apple-now-valued-at-more-than-amazon-alphabet-and-meta-combined-11667430617?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124568203","content_text":"Apple Inc. shares have held up far better than those of its Big Tech peers over the past month, and that’s helped the company to a staggering feat: The smartphone giant is now worth more than Alphabet Inc., Amazon.com Inc. and Meta Platforms Inc. combined.Apple finished Wednesday’s session with a $2.307 trillion market capitalization, according to Dow Jones Market Data. Alphabet, Amazon and Meta were worth a combined $2.306 trillion.The comparison was flagged on Twitter by financial YouTuber Joseph Carlson.The contrast illustrates the sharp comedown in technology shares this year. Apple was worth $2.913 trillion to close out 2021, according to Dow Jones Market Data. The grouping of Alphabet, Amazon and Meta was worth $4.410 trillion at that time.Apple’s stock has outperformed those of its three tech peers over both the past month and the course of 2022.Shares of Apple are up 4.9% in the past month, while shares of Alphabet are down 9.1%, shares of Amazon are off 18.5% and shares of Meta are down 33.3%. On a year-to-date basis, Apple’s stock has lost 18.3%, while Alphabet’s has declined 40.5%, Amazon’s has fallen 44.7% and Meta’s has plunged 73.1%.Apple’s stock has also had a better start to the week than any of those other three Big Tech names, though all four are down.The four companies each reported earnings last week, and only Apple’s numbers were met with a positive stock reaction. Since then, Meta fell below a $300 billion valuation for the first time since February 2016. It was valued at $240 billion as of Wednesday’s close.Meanwhile, Amazon’s stock has declined in each of the past six trading sessions, and the company on Tuesday fell out of trillion-dollar territory for the first time since April 2020.Bernstein analyst Mark Shmulik recently highlighted the challenges facing the big internet companies in what he called an “autopsy” of their latest results. He noted that Alphabet, Amazon and Meta now have to show “perfection” as they all have diversified businesses and investors are more prone to nitpicking signs of weakness in any one of those area amid this choppy market climate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981555783,"gmtCreate":1666572845542,"gmtModify":1676537769078,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981555783","repostId":"2277457592","repostType":2,"repost":{"id":"2277457592","kind":"highlight","pubTimestamp":1666575000,"share":"https://ttm.financial/m/news/2277457592?lang=&edition=fundamental","pubTime":"2022-10-24 09:30","market":"us","language":"en","title":"The companies Warren Buffett owns might surprise you","url":"https://stock-news.laohu8.com/highlight/detail?id=2277457592","media":"MotleyFool","summary":"This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise","content":"<html><body><div> <p><em>This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.</em></p> <p>The more you learn about Warren Buffett, the more impressed you'll likely be. He's best known as the CEO of <strong>Berkshire Hathaway</strong> <span>(NYSE: BRK.A)</span> <span>(NYSE: BRK.B)</span> and for boosting the company's market value by an average annual rate of about 20% over more than 50 years.</p> <p>To put that in context, the <strong>S&amp;P 500</strong> averaged only about 10% over that same half-century. Berkshire Hathaway is now one of America's biggest companies, employing around 372,000 people as of the end of last year.</p> <p>Berkshire holds stock in many businesses -- recently owning roughly 20% of <strong>American Express </strong>and about 5.5% of <strong>Apple</strong>, for example. Buffett far prefers to own <em>all </em>of a great business though, instead of just a chunk of it. So he has amassed a portfolio of many wholly owned subsidiaries -- some of which might surprise you. Taking a close look at them might even give you some investing insights.</p> <h2><strong>Meet the Berkshire subsidiaries</strong></h2> <p>In its most recent annual report, Berkshire Hathaway listed 62 subsidiaries. Here are a few to know about:</p> <p><strong>Benjamin Moore:</strong> Paint is big business. <strong>Sherwin-Williams</strong>, for example, boasts more than 5,000 stores and has a recent market value topping $50 billion. Benjamin Moore, though, has some 7,500 locations globally.</p> <p><strong>Berkshire Hathaway Automotive:</strong> This unit stems from Buffett's 2015 acquisition of the Van Tuyl Group, which was the nation's largest privately owned automotive dealership group.</p> <p><strong>Berkshire Hathaway Energy:</strong> This big group of energy companies serves about 12 million customers and end users throughout the US, Great Britain, and Alberta, Canada. It's a major player in alternative energy, too, with billions of dollars invested in some of the largest US solar projects.</p> <p><strong>BNSF:</strong> Due to consolidation, there are now only a few major railroad companies in the US and BNSF, an acronym for Burlington Northern Santa Fe, is one of them. Its network features 32,500 route miles in 28 states and three Canadian provinces. It's the largest intermodal carrier in the US, carrying more than five million shipments in 2021. Tracing its roots back to 1849, it's the result of nearly 400 different railroad lines that merged or were acquired over 170-plus years.</p> <p><strong>Brooks Running:</strong> Yup, the 108-year-old company belongs to Berkshire. It raked in more than $1 billion in 2021, a 31% increase over the year before.</p> <p><strong>Business Wire:</strong> Many of the media releases you read, from myriad companies, are hosted on BusinessWire -- another Berkshire company.</p> <p><strong>Duracell:</strong> Those bronze and gold batteries with strong brand recognition belong to Berkshire.</p> <p><strong>Fruit of the Loom:</strong> Yup, millions of Americans are walking around wearing Berkshire Hathaway undergarments.</p> <p><strong>GEICO:</strong> GEICO was relatively small when Buffett bought the chunk of it that it didn't already own back in 1995. Today, with a workforce topping 43,000, it's the US's second-largest auto insurer and it offers other insurance coverage too for homes, rentals, flooding, and more.</p> <p><strong>HomeServices of America:</strong> If you've seen some homes for sale with a Berkshire Hathaway sign out front, you've seen HomeServices of America in action. It encompasses businesses focused on brokerage, mortgage, franchising, title, escrow, insurance, and relocation services, and includes 46,000 real estate agents in more than 900 offices.</p> <p><strong>International Dairy Queen:</strong> All those Blizzards and burgers, sold at more than 7,000 locations, belong to Berkshire.</p> <p><strong>Johns Manville:</strong> Tracing its roots back to 1858, Johns Manville is a leading insulation and commercial roofing company.</p> <p><strong>McLane:</strong> McLane is a key supply chain specialist in America, delivering groceries and food service offerings to convenience stores, mass merchants, drug stores, and chain restaurants covering more than 100,000 locations. It also has one of the largest private fleets of trucks. </p> <p><strong>Pampered Chef:</strong> The direct sales giant recently boasted a force of more than 60,000 sellers of its kitchenwares.</p> <p><strong>See's Candies:</strong> See's has belonged to Berkshire since 1972.</p> <p>There are many more Berkshire businesses, each quite impressive in its own right.</p> <h2><strong>Lessons from Buffett's businesses</strong></h2> <p>All the above may be very interesting, but how can it help you? Well, think about <em>why </em>Buffett bought these companies. Clearly, he's building an empire, but he's also picky. He favors companies that are very well managed, aiming to keep management in place when he buys a company. He also loves to buy companies that generate a lot of cash, as he can then deploy it to help some of his other businesses grow or to buy more companies.</p> <p>You, too, can be Buffett-like when investing: You can favor companies that generate lots of profits -- some of which might be spent paying generous dividends to shareholders. You should always aim to favor great companies over merely good companies too. Great companies might have great management, great competitive advantages (such as a strong brand), great financial health, and great growth prospects. </p> <p>Learn more about Buffett, and you might improve your investing results even more. You might even invest in Berkshire Hathaway itself, to benefit from the growth of all the companies above. </p> <p><em>This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.</em></p> </div></body></html>","source":"motleyfoolau_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>The companies Warren Buffett owns might surprise you</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 companies Warren Buffett owns might surprise you\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-24 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2022/10/24/the-companies-warren-buffett-owns-might-surprise-you-usfeed/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated. The more you learn about Warren Buffett, the more impressed you'll likely be. He's best ...</p>\n\n<a href=\"https://www.fool.com.au/2022/10/24/the-companies-warren-buffett-owns-might-surprise-you-usfeed/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/data:image/svg+xml;nitro-empty-id=MjY0Mzo2ODE=-1;base64,PHN2ZyB2aWV3Qm94PSIwIDAgNzAwIDM5NCIgd2lkdGg9IjcwMCIgaGVpZ2h0PSIzOTQiIHhtbG5zPSJodHRwOi8vd3d3LnczLm9yZy8yMDAwL3N2ZyI+PC9zdmc+?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","relate_stocks":{"LU0971096721.USD":"富达环球金融服务 A","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4581":"高盛持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4176":"多领域控股","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","BK4534":"瑞士信贷持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0251142724.SGD":"Fidelity America A-SGD","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD"},"source_url":"https://www.fool.com.au/2022/10/24/the-companies-warren-buffett-owns-might-surprise-you-usfeed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277457592","content_text":"This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated. The more you learn about Warren Buffett, the more impressed you'll likely be. He's best known as the CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) and for boosting the company's market value by an average annual rate of about 20% over more than 50 years. To put that in context, the S&P 500 averaged only about 10% over that same half-century. Berkshire Hathaway is now one of America's biggest companies, employing around 372,000 people as of the end of last year. Berkshire holds stock in many businesses -- recently owning roughly 20% of American Express and about 5.5% of Apple, for example. Buffett far prefers to own all of a great business though, instead of just a chunk of it. So he has amassed a portfolio of many wholly owned subsidiaries -- some of which might surprise you. Taking a close look at them might even give you some investing insights. Meet the Berkshire subsidiaries In its most recent annual report, Berkshire Hathaway listed 62 subsidiaries. Here are a few to know about: Benjamin Moore: Paint is big business. Sherwin-Williams, for example, boasts more than 5,000 stores and has a recent market value topping $50 billion. Benjamin Moore, though, has some 7,500 locations globally. Berkshire Hathaway Automotive: This unit stems from Buffett's 2015 acquisition of the Van Tuyl Group, which was the nation's largest privately owned automotive dealership group. Berkshire Hathaway Energy: This big group of energy companies serves about 12 million customers and end users throughout the US, Great Britain, and Alberta, Canada. It's a major player in alternative energy, too, with billions of dollars invested in some of the largest US solar projects. BNSF: Due to consolidation, there are now only a few major railroad companies in the US and BNSF, an acronym for Burlington Northern Santa Fe, is one of them. Its network features 32,500 route miles in 28 states and three Canadian provinces. It's the largest intermodal carrier in the US, carrying more than five million shipments in 2021. Tracing its roots back to 1849, it's the result of nearly 400 different railroad lines that merged or were acquired over 170-plus years. Brooks Running: Yup, the 108-year-old company belongs to Berkshire. It raked in more than $1 billion in 2021, a 31% increase over the year before. Business Wire: Many of the media releases you read, from myriad companies, are hosted on BusinessWire -- another Berkshire company. Duracell: Those bronze and gold batteries with strong brand recognition belong to Berkshire. Fruit of the Loom: Yup, millions of Americans are walking around wearing Berkshire Hathaway undergarments. GEICO: GEICO was relatively small when Buffett bought the chunk of it that it didn't already own back in 1995. Today, with a workforce topping 43,000, it's the US's second-largest auto insurer and it offers other insurance coverage too for homes, rentals, flooding, and more. HomeServices of America: If you've seen some homes for sale with a Berkshire Hathaway sign out front, you've seen HomeServices of America in action. It encompasses businesses focused on brokerage, mortgage, franchising, title, escrow, insurance, and relocation services, and includes 46,000 real estate agents in more than 900 offices. International Dairy Queen: All those Blizzards and burgers, sold at more than 7,000 locations, belong to Berkshire. Johns Manville: Tracing its roots back to 1858, Johns Manville is a leading insulation and commercial roofing company. McLane: McLane is a key supply chain specialist in America, delivering groceries and food service offerings to convenience stores, mass merchants, drug stores, and chain restaurants covering more than 100,000 locations. It also has one of the largest private fleets of trucks.  Pampered Chef: The direct sales giant recently boasted a force of more than 60,000 sellers of its kitchenwares. See's Candies: See's has belonged to Berkshire since 1972. There are many more Berkshire businesses, each quite impressive in its own right. Lessons from Buffett's businesses All the above may be very interesting, but how can it help you? Well, think about why Buffett bought these companies. Clearly, he's building an empire, but he's also picky. He favors companies that are very well managed, aiming to keep management in place when he buys a company. He also loves to buy companies that generate a lot of cash, as he can then deploy it to help some of his other businesses grow or to buy more companies. You, too, can be Buffett-like when investing: You can favor companies that generate lots of profits -- some of which might be spent paying generous dividends to shareholders. You should always aim to favor great companies over merely good companies too. Great companies might have great management, great competitive advantages (such as a strong brand), great financial health, and great growth prospects.  Learn more about Buffett, and you might improve your investing results even more. You might even invest in Berkshire Hathaway itself, to benefit from the growth of all the companies above.  This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983654330,"gmtCreate":1666232522220,"gmtModify":1676537726845,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983654330","repostId":"1161609800","repostType":4,"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983387437,"gmtCreate":1666152906629,"gmtModify":1676537714944,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Sell apple l, buy Iphone instead&nbsp;","listText":"Sell apple l, buy Iphone instead&nbsp;","text":"Sell apple l, buy Iphone instead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983387437","repostId":"1163149585","repostType":2,"repost":{"id":"1163149585","kind":"news","pubTimestamp":1666188491,"share":"https://ttm.financial/m/news/1163149585?lang=&edition=fundamental","pubTime":"2022-10-19 22:08","market":"us","language":"en","title":"Apple Earnings Are Likely To Bomb Going Forward","url":"https://stock-news.laohu8.com/highlight/detail?id=1163149585","media":"Seeking Alpha","summary":"SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. B","content":"<html><head></head><body><h2>Summary</h2><ul><li>Apple is going against astounding year-over-year comps from 2021&#39;s free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?</li><li>2021 was &#34;peak everything&#34; for consumers, with spending on consumer goods like Apple&#39;s products being a key bellwether.</li><li>Apple&#39;s U-turn on its planned iPhone production ramp is a clear early warning signal for earnings to decline, but few investors are listening.</li><li>Apple has also been a prime beneficiary of tax cuts, QE, and stimulus, while the underlying net income of its business looks more sluggish and cyclical.</li><li>While Apple is a decent business, you should not get sucked into paying high PE ratios for popular stocks with earnings at cyclical peaks, or your portfolio will likely suffer the consequences.</li></ul><p>Some buy-and-hold investors may consider this blasphemy, but since late 2019 Apple&#39;s (NASDAQ:AAPL) stock price has grown increasingly disconnected from the reality of its underlying business. Apple&#39;s stock is ground zero for investors that expect stimulus-fueled levels of consumer spending to last forever. In reality, investors are tripping over each other to pay a peak multiple for consumer discretionary stocks like AAPL at peak earnings. This is unlikely to succeed as an investing strategy. To this point, the present valuation of Apple is a gift to investors, who now have the opportunity to sell while the stock is overvalued and allocate money elsewhere.</p><p><img src=\"https://static.tigerbbs.com/c74fbc6467060e07ea0d8b8477c0a63f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h3>The Pandemic Didn&#39;t Fundamentally Change Apple&#39;s Business</h3><p>Of course, Apple is a profitable business. But the beauty of looking at Apple&#39;s income statement is that it can tell you why the company is making more money and whether the share price is increasing faster or slower than the business.</p><p>Apple&#39;s share price shows powerful gains, trading for about 5.9x more than it did 10 years ago.</p><p>EPS is up a lot over the last 10 years (3.8x), but not as much as the share price.</p><p>And EPS, in turn, is up a lot more than net income (2.4x).</p><p>When you subtract out corporate tax cuts and the benefit from lower interest rates, earnings are only 2.1x the levels of 10 years ago.</p><p>Moreover, nearly all of this growth has come recently during the pandemic. From 2012 to 2019, earnings before interest and taxes had only grown about 16%! The rest was all from tax cuts, lower interest rates, stimulus, and Apple&#39;s buyback. Not to discount the wisdom of buybacks in general- it was great when Apple was buying its shares back at like 10x earnings. But recently at 30x earnings? Not so much!</p><p>It&#39;s strange when you think about it, but Apple&#39;s story has been similarly borne out among thousands of companies with the same trend of Market Cap Growth &gt; EPS Growth&gt; Net Income Growth&gt; EBIT Growth. Valuations have risen faster than earnings, which in turn have been juiced by stimulus, falling interest rates, and deficit-financed corporate tax cuts. In the end, investors are getting a lot of sizzle and not much steak.</p><p>If you&#39;re buying Apple here, you really need a compelling reason why Apple&#39;s business has fundamentally improved since 2019. I don&#39;t see one, besides people getting free money from the government. iPhone sales have been higher post-pandemic than previously, but consider that the US government handed out approximately $10,000 per family in stimulus in 2021. That&#39;s tax-free cash in addition to wages 95% of people were making working in 2021, so it was generally pure profit to recipients. In addition, remember that consumers had limited choices for travel, entertainment, and events, which directed spending towards consumer goods like Apple&#39;s.</p><p>But what will happen to consumer spending this holiday season without $10,000 per family in free money and with raging inflation squeezing budgets? A massive miss in profits for consumer discretionary companies is the most likely outcome. Analysts are now slowly starting the process of revising Apple&#39;s earnings estimates down. The danger here is deceptive, as evidenced by the recent earnings misses of Adobe (ADBE), FedEx (FDX), and Restoration Hardware (RH) that reported off-cycle. Traders are excited because banks like Bank of America (BAC) reported higher profits from the Fed&#39;s interest rate hiking campaign. However, as the earnings cycle turns to consumer discretionary and tech there will likely be a bunch of stocks getting routed, with high-profile stocks like Apple and Amazon (AMZN) being likely victims.</p><h3>What To Expect From Apple&#39;s Earnings: Not Sustainable</h3><p>Apple reports quarterly earnings after the market closes on Thursday, October 27th. As always, Apple&#39;s report will be followed by their quarterly earnings call (and posted on Seeking Alpha shortly after). Analysts expect earnings of $1.27 for the quarter. Apple no longer gives earnings guidance- there&#39;s no requirement to do so even though they did so in the past. But this causes investors to get too excited about Apple&#39;s prospects rather than actually looking at the numbers. For investors to expect profits to simply level off with the rug pulled on stimulus is naive. Even before the recent revisions, Wall Street analysts had only projected mid-single-digit EPS growth for Apple over the next few years. That&#39;s not a huge vote of confidence. If you take these estimates at face value, Apple trades for over 22x next fiscal year&#39;s earnings with middling growth prospects. By contrast, the S&amp;P 500 currently trades for about 15.6x analyst earnings estimates and has roughly equal growth prospects. The long-running story for Apple of course has been growth in services revenue, but I expect that to slow dramatically as the amount they can squeeze Google (GOOG) dramatically slows. If Apple can tell TSMC (TSM) no on price increases, then Google can likely do the same for Apple.</p><p>This wouldn&#39;t be so bad except for the likelihood that earnings estimates are wildly inflated due to the massive stimulus in 2021. Once you account for the stimulus, I don&#39;t think there&#39;s much that fundamentally changed for Apple, its products, or its business prospects. In fact, people are likely to delay upgrading iPhones for years since they upgraded en masse in 2021 and early 2022. Apple is oddly out of step with the rest of the industry on this- they recently had to pull a U-turn on a planned 7% ramp in production. We can draw some clues on demand from the broader semiconductor market, with Micron (MU) and Nvidia (NVDA) acknowledging the slowdown in September, with Intel (INTC) announcing weak results and job cuts shortly after. Taiwan Semiconductor announced results a few days ago and warned of weakening demand. There&#39;s also the issue of the strong dollar, which eats away at Apple&#39;s US dollar profits on sales made outside the US. If past cycles are any guide, earnings for mature consumer-centric companies like Apple are likely to fall substantially. Without stimulus, AAPL&#39;s earnings could easily trend back to a bit above its pre-pandemic numbers, pushing the stock below $100 and likely below $75. There are severe, structural problems with the ability of consumers to continue to spend at the rate they are, and consumer discretionary companies are on the frontlines of this change. Raging inflation, lack of stimulus, declines in real earnings, etc., all have a hand in this. And when the hammer eventually drops on student loan forbearance, that&#39;s another 1% or more of the national income sucked back into the U.S. Treasury- equivalent to a fairly broad income tax hike.</p><h3>Mega Cap Tech Valuations: Signal And Noise</h3><p>There&#39;s a classic experiment in statistics where if you put a bunch of people&#39;s guesses together, the highest numbers are likely to be overestimated, while the lowest numbers are likely to be underestimated. For example, if we poll 100 people on how many jellybeans are in a jar or what the margin of victory will be for a candidate in the midterm elections, the highest estimates are likely to be wrong. The high estimates tend to have more noise in them than the ones in the middle. Financial markets aren&#39;t so different. Research shows companies that have the world&#39;s largest market caps tend to subsequently underperform. High P/E ratios combined with high-popularity stocks end up being far more noise than signal and are best avoided.</p><p>Apple is the world&#39;s most valuable company, and it has been this way for a while. But in contrast to my previous research on the disposition effect and Apple stock being worth more than the business as late as 2019, you simply can&#39;t justify the near tripling in price since then. By contrast, you can sell Apple and put your money in a basket of small-cap stocks (IJR) that are trading at similar valuations to 2019. Don&#39;t be fooled by stocks that see huge gains in share price without corresponding growth in the underlying business. History shows that doing this means you&#39;ll be consigned to years of low or negative returns.</p><h3>Bottom Line</h3><p>For a variety of reasons that are unlikely to prove sustainable, Apple has nearly tripled in price since the summer of 2019. Seeking Alpha&#39;s quant model gives the stock an F for valuation and a D+ for growth. This mirrors the lack of enthusiasm for Wall Street analysts on Apple&#39;s growth prospects. AAPL is now among the most overvalued large-cap names. Investors should consider selling and either allocating to Treasury bills that pay 4-4.5% annually, or to small-cap stocks that trade for less than half the valuation of Apple. Do you agree? Feel free to share your thoughts in the comments!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Earnings Are Likely To Bomb Going Forward</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 Earnings Are Likely To Bomb Going Forward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4547242-apple-earnings-are-likely-to-bomb-going-forward><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?...</p>\n\n<a href=\"https://seekingalpha.com/article/4547242-apple-earnings-are-likely-to-bomb-going-forward\">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/4547242-apple-earnings-are-likely-to-bomb-going-forward","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163149585","content_text":"SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?2021 was \"peak everything\" for consumers, with spending on consumer goods like Apple's products being a key bellwether.Apple's U-turn on its planned iPhone production ramp is a clear early warning signal for earnings to decline, but few investors are listening.Apple has also been a prime beneficiary of tax cuts, QE, and stimulus, while the underlying net income of its business looks more sluggish and cyclical.While Apple is a decent business, you should not get sucked into paying high PE ratios for popular stocks with earnings at cyclical peaks, or your portfolio will likely suffer the consequences.Some buy-and-hold investors may consider this blasphemy, but since late 2019 Apple's (NASDAQ:AAPL) stock price has grown increasingly disconnected from the reality of its underlying business. Apple's stock is ground zero for investors that expect stimulus-fueled levels of consumer spending to last forever. In reality, investors are tripping over each other to pay a peak multiple for consumer discretionary stocks like AAPL at peak earnings. This is unlikely to succeed as an investing strategy. To this point, the present valuation of Apple is a gift to investors, who now have the opportunity to sell while the stock is overvalued and allocate money elsewhere.Data by YChartsThe Pandemic Didn't Fundamentally Change Apple's BusinessOf course, Apple is a profitable business. But the beauty of looking at Apple's income statement is that it can tell you why the company is making more money and whether the share price is increasing faster or slower than the business.Apple's share price shows powerful gains, trading for about 5.9x more than it did 10 years ago.EPS is up a lot over the last 10 years (3.8x), but not as much as the share price.And EPS, in turn, is up a lot more than net income (2.4x).When you subtract out corporate tax cuts and the benefit from lower interest rates, earnings are only 2.1x the levels of 10 years ago.Moreover, nearly all of this growth has come recently during the pandemic. From 2012 to 2019, earnings before interest and taxes had only grown about 16%! The rest was all from tax cuts, lower interest rates, stimulus, and Apple's buyback. Not to discount the wisdom of buybacks in general- it was great when Apple was buying its shares back at like 10x earnings. But recently at 30x earnings? Not so much!It's strange when you think about it, but Apple's story has been similarly borne out among thousands of companies with the same trend of Market Cap Growth > EPS Growth> Net Income Growth> EBIT Growth. Valuations have risen faster than earnings, which in turn have been juiced by stimulus, falling interest rates, and deficit-financed corporate tax cuts. In the end, investors are getting a lot of sizzle and not much steak.If you're buying Apple here, you really need a compelling reason why Apple's business has fundamentally improved since 2019. I don't see one, besides people getting free money from the government. iPhone sales have been higher post-pandemic than previously, but consider that the US government handed out approximately $10,000 per family in stimulus in 2021. That's tax-free cash in addition to wages 95% of people were making working in 2021, so it was generally pure profit to recipients. In addition, remember that consumers had limited choices for travel, entertainment, and events, which directed spending towards consumer goods like Apple's.But what will happen to consumer spending this holiday season without $10,000 per family in free money and with raging inflation squeezing budgets? A massive miss in profits for consumer discretionary companies is the most likely outcome. Analysts are now slowly starting the process of revising Apple's earnings estimates down. The danger here is deceptive, as evidenced by the recent earnings misses of Adobe (ADBE), FedEx (FDX), and Restoration Hardware (RH) that reported off-cycle. Traders are excited because banks like Bank of America (BAC) reported higher profits from the Fed's interest rate hiking campaign. However, as the earnings cycle turns to consumer discretionary and tech there will likely be a bunch of stocks getting routed, with high-profile stocks like Apple and Amazon (AMZN) being likely victims.What To Expect From Apple's Earnings: Not SustainableApple reports quarterly earnings after the market closes on Thursday, October 27th. As always, Apple's report will be followed by their quarterly earnings call (and posted on Seeking Alpha shortly after). Analysts expect earnings of $1.27 for the quarter. Apple no longer gives earnings guidance- there's no requirement to do so even though they did so in the past. But this causes investors to get too excited about Apple's prospects rather than actually looking at the numbers. For investors to expect profits to simply level off with the rug pulled on stimulus is naive. Even before the recent revisions, Wall Street analysts had only projected mid-single-digit EPS growth for Apple over the next few years. That's not a huge vote of confidence. If you take these estimates at face value, Apple trades for over 22x next fiscal year's earnings with middling growth prospects. By contrast, the S&P 500 currently trades for about 15.6x analyst earnings estimates and has roughly equal growth prospects. The long-running story for Apple of course has been growth in services revenue, but I expect that to slow dramatically as the amount they can squeeze Google (GOOG) dramatically slows. If Apple can tell TSMC (TSM) no on price increases, then Google can likely do the same for Apple.This wouldn't be so bad except for the likelihood that earnings estimates are wildly inflated due to the massive stimulus in 2021. Once you account for the stimulus, I don't think there's much that fundamentally changed for Apple, its products, or its business prospects. In fact, people are likely to delay upgrading iPhones for years since they upgraded en masse in 2021 and early 2022. Apple is oddly out of step with the rest of the industry on this- they recently had to pull a U-turn on a planned 7% ramp in production. We can draw some clues on demand from the broader semiconductor market, with Micron (MU) and Nvidia (NVDA) acknowledging the slowdown in September, with Intel (INTC) announcing weak results and job cuts shortly after. Taiwan Semiconductor announced results a few days ago and warned of weakening demand. There's also the issue of the strong dollar, which eats away at Apple's US dollar profits on sales made outside the US. If past cycles are any guide, earnings for mature consumer-centric companies like Apple are likely to fall substantially. Without stimulus, AAPL's earnings could easily trend back to a bit above its pre-pandemic numbers, pushing the stock below $100 and likely below $75. There are severe, structural problems with the ability of consumers to continue to spend at the rate they are, and consumer discretionary companies are on the frontlines of this change. Raging inflation, lack of stimulus, declines in real earnings, etc., all have a hand in this. And when the hammer eventually drops on student loan forbearance, that's another 1% or more of the national income sucked back into the U.S. Treasury- equivalent to a fairly broad income tax hike.Mega Cap Tech Valuations: Signal And NoiseThere's a classic experiment in statistics where if you put a bunch of people's guesses together, the highest numbers are likely to be overestimated, while the lowest numbers are likely to be underestimated. For example, if we poll 100 people on how many jellybeans are in a jar or what the margin of victory will be for a candidate in the midterm elections, the highest estimates are likely to be wrong. The high estimates tend to have more noise in them than the ones in the middle. Financial markets aren't so different. Research shows companies that have the world's largest market caps tend to subsequently underperform. High P/E ratios combined with high-popularity stocks end up being far more noise than signal and are best avoided.Apple is the world's most valuable company, and it has been this way for a while. But in contrast to my previous research on the disposition effect and Apple stock being worth more than the business as late as 2019, you simply can't justify the near tripling in price since then. By contrast, you can sell Apple and put your money in a basket of small-cap stocks (IJR) that are trading at similar valuations to 2019. Don't be fooled by stocks that see huge gains in share price without corresponding growth in the underlying business. History shows that doing this means you'll be consigned to years of low or negative returns.Bottom LineFor a variety of reasons that are unlikely to prove sustainable, Apple has nearly tripled in price since the summer of 2019. Seeking Alpha's quant model gives the stock an F for valuation and a D+ for growth. This mirrors the lack of enthusiasm for Wall Street analysts on Apple's growth prospects. AAPL is now among the most overvalued large-cap names. Investors should consider selling and either allocating to Treasury bills that pay 4-4.5% annually, or to small-cap stocks that trade for less than half the valuation of Apple. Do you agree? Feel free to share your thoughts in the comments!","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983385795,"gmtCreate":1666152492117,"gmtModify":1676537714894,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983385795","repostId":"2276176897","repostType":2,"repost":{"id":"2276176897","kind":"highlight","pubTimestamp":1666155712,"share":"https://ttm.financial/m/news/2276176897?lang=&edition=fundamental","pubTime":"2022-10-19 13:01","market":"hk","language":"en","title":"Why Chalice Mining, Core Lithium, Corporate Travel Management, and NIB are rising","url":"https://stock-news.laohu8.com/highlight/detail?id=2276176897","media":"MotleyFool","summary":"The S&P/ASX 200 Index (ASX: XJO) is on course to record another decent gain on Wednesday. In afterno","content":"<html><body><div> <p>The <strong>S&amp;P/ASX 200 Index</strong> (ASX: XJO) is on course to record another decent gain on Wednesday. In afternoon trade, the benchmark index is up 0.3% to 6,800.5 points.</p> <p>Four ASX shares that are climbing more than most today are listed below. Here’s why they are storming higher:</p> <h2><strong>Chalice Mining Ltd</strong> (ASX: CHN)</h2> <p>The Chalice Mining share price is up 5% to $4.17. Investors have been buying this mineral exploration company’s shares following the release of a positive update on its Julimar project. The release notes that drilling to date supports the interpretation of the Gonneville intrusion (and Julimar mafic-ultramafic Complex) as having a rare chonolith-like geometry.</p> <h2><strong>Core Lithium Ltd</strong> (ASX: CXO)</h2> <p>The Core Lithium share price is up 9% to $1.39. This is despite there being no news out of the lithium miner today. However, with lithium prices reaching record highs in China this month and a rival reporting further strong prices from its digital auction this week, investors appear excited about Core Lithium’s outlook. Especially given the opening of its Finniss lithium mine this month.</p> <h2><strong><a href=\"https://laohu8.com/S/CTD.AU\">Corporate Travel</a> Management Ltd</strong> (ASX: CTD)</h2> <p>The Corporate Travel Management share price is up 3% to $17.28. This appears to have been driven by a broker note out of Goldman Sachs this morning. According to the note, the broker has initiated coverage on the company’s shares with a buy rating and $20.20 price target. Goldman notes that “CTD offers strong growth and margin accretion opportunities with improving scale and a consolidating market.”</p> <h2><strong><a href=\"https://laohu8.com/S/NHF.AU\">NIB Holdings</a> Limited</strong> (ASX: NHF)</h2> <p>The NIB share price is up 1.5% to $6.84. Investors have been buying this private health insurer’s shares today after it was the subject of a bullish broker note out of Morgans. According to the note, the broker has upgraded its shares to an add rating with an $8.27 price target.</p> </div></body></html>","source":"motleyfoolau_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Chalice Mining, Core Lithium, Corporate Travel Management, and NIB are rising</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Chalice Mining, Core Lithium, Corporate Travel Management, and NIB are rising\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 13:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2022/10/19/why-chalice-mining-core-lithium-corporate-travel-management-and-nib-are-rising/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P/ASX 200 Index (ASX: XJO) is on course to record another decent gain on Wednesday. In afternoon trade, the benchmark index is up 0.3% to 6,800.5 points. Four ASX shares that are climbing more ...</p>\n\n<a href=\"https://www.fool.com.au/2022/10/19/why-chalice-mining-core-lithium-corporate-travel-management-and-nib-are-rising/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/data:image/svg+xml;nitro-empty-id=MjYyMDoxMDA3-1;base64,PHN2ZyB2aWV3Qm94PSIwIDAgMjExOSAxMTkyIiB3aWR0aD0iMjExOSIgaGVpZ2h0PSIxMTkyIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","relate_stocks":{"LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","INTC":"英特尔","BK4512":"苹果概念","BK4575":"芯片概念","BK4141":"半导体产品","BK4529":"IDC概念","BK4550":"红杉资本持仓","BK4515":"5G概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4534":"瑞士信贷持仓","BK4554":"元宇宙及AR概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4579":"人工智能"},"source_url":"https://www.fool.com.au/2022/10/19/why-chalice-mining-core-lithium-corporate-travel-management-and-nib-are-rising/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276176897","content_text":"The S&P/ASX 200 Index (ASX: XJO) is on course to record another decent gain on Wednesday. In afternoon trade, the benchmark index is up 0.3% to 6,800.5 points. Four ASX shares that are climbing more than most today are listed below. Here’s why they are storming higher: Chalice Mining Ltd (ASX: CHN) The Chalice Mining share price is up 5% to $4.17. Investors have been buying this mineral exploration company’s shares following the release of a positive update on its Julimar project. The release notes that drilling to date supports the interpretation of the Gonneville intrusion (and Julimar mafic-ultramafic Complex) as having a rare chonolith-like geometry. Core Lithium Ltd (ASX: CXO) The Core Lithium share price is up 9% to $1.39. This is despite there being no news out of the lithium miner today. However, with lithium prices reaching record highs in China this month and a rival reporting further strong prices from its digital auction this week, investors appear excited about Core Lithium’s outlook. Especially given the opening of its Finniss lithium mine this month. Corporate Travel Management Ltd (ASX: CTD) The Corporate Travel Management share price is up 3% to $17.28. This appears to have been driven by a broker note out of Goldman Sachs this morning. According to the note, the broker has initiated coverage on the company’s shares with a buy rating and $20.20 price target. Goldman notes that “CTD offers strong growth and margin accretion opportunities with improving scale and a consolidating market.” NIB Holdings Limited (ASX: NHF) The NIB share price is up 1.5% to $6.84. Investors have been buying this private health insurer’s shares today after it was the subject of a bullish broker note out of Morgans. According to the note, the broker has upgraded its shares to an add rating with an $8.27 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980770994,"gmtCreate":1665832678518,"gmtModify":1676537670522,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9980770994","repostId":"2275933408","repostType":4,"repost":{"id":"2275933408","kind":"highlight","pubTimestamp":1665797405,"share":"https://ttm.financial/m/news/2275933408?lang=&edition=fundamental","pubTime":"2022-10-15 09:30","market":"us","language":"en","title":"2 Monster Stocks You'll Want to Buy Now and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2275933408","media":"Motley Fool","summary":"They're both global leaders in their businesses.","content":"<html><head></head><body><p>What&#39;s a monster stock? In my book, it&#39;s a company that&#39;s grown earnings over time and returns for investors. Today, a lot of these players have followed the general market lower. In some cases, they&#39;re struggling with current headwinds like higher inflation. But their positive long-term outlook remains intact. That&#39;s why you&#39;ll want to buy these stocks today, at a discount, and hold on for the long haul.</p><p>Two perfect examples are <b>Amazon</b> and <b>Home Depot</b>. They&#39;ve proved their strengths. And they just so happen to be global leaders in their businesses.</p><h2>1. Amazon</h2><p>Amazon stock has climbed more than 125% over the past five years. Annual revenue and net income also have advanced, well into the billions of dollars, during that time period. This is as the company grew its position in two major businesses: e-commerce and cloud computing.</p><p>Today, net sales continue to climb at Amazon thanks to its leadership in these areas. But higher costs and supply chain troubles have been weighing on earnings. As a result, operating income and operating cash flow have been on the decline.</p><p>The stock price, too, has suffered. It&#39;s lost 32% so far this year. And that leaves Amazon trading at less than 3 times sales. That&#39;s close to its lowest level in about six years.</p><p>Here&#39;s why this is a bargain for Amazon. Today&#39;s troubles are linked to the overall economy, so they&#39;re temporary. At the same time, the company is making progress in handling them. It&#39;s controlling certain costs and improving productivity, for example.</p><p>Another bright spot is the cloud computing business, Amazon Web Services (AWS). It has continued to grow in spite of today&#39;s tough economy. AWS posted double-digit gains in sales and operating income in the second quarter. As for e-commerce, the strength of its Prime subscription service should power earnings growth once the economy improves. As it stands today, Prime members continue to spend more and more on the platform.</p><p>All of this makes me optimistic that Amazon can once again deliver more than just packages. It has what it takes to deliver great gains to shareholders over time.</p><h2>2. Home Depot</h2><p>When it comes to earnings, Home Depot has defied the general economic gloom. In the second quarter, the world&#39;s biggest home improvement retailer reported its highest quarterly sales and earnings ever. The stock price hasn&#39;t followed, though. Home Depot shares have lost more than 30% since the beginning of the year.</p><p>This leaves the shares trading at about 17 times forward earnings estimates. That&#39;s lower than the more than 25 number earlier this year. At the same time, as mentioned above, revenue continues to rise. This is a great entry point for a company that continues to grow in spite of a difficult environment -- and a company with solid prospects.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39b55425a717b1b2d4f8a25c6ed2f269\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>HD PE ratio (forward). Data by YCharts.</span></p><p>So, why is the stock down today? Some investors are avoiding stocks linked to consumer spending. And Home Depot falls into that category. It&#39;s also possible that it eventually will see a slowdown. But as I mentioned above regarding Amazon, any such slowdown is temporary.</p><p>Here&#39;s why there&#39;s more reason to be positive about Home Depot and buy the stock for the long term. First, if the company can do this well during tough times, there&#39;s reason to believe it can truly flourish when the economy improves.</p><p>Second, Home Depot has offered us some visibility on what&#39;s ahead, and it looks positive. The company recently reported its professional customers say their project backlogs remain healthy.</p><p>Another positive point is the company&#39;s move to improve its digital platform, for professionals and do-it-yourself customers. And that&#39;s bearing fruit. In the second quarter, it reported record downloads, sales, and traffic on its mobile app.</p><p>Right now, Home Depot shares look dirt cheap. That&#39;s considering today&#39;s earnings performance and the long-term picture for this market leader.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Monster Stocks You'll Want to Buy Now and Hold Forever</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 Monster Stocks You'll Want to Buy Now and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/14/2-monster-stocks-youll-want-to-buy-now-and-hold-fo/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What's a monster stock? In my book, it's a company that's grown earnings over time and returns for investors. Today, a lot of these players have followed the general market lower. In some cases, they'...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/14/2-monster-stocks-youll-want-to-buy-now-and-hold-fo/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","HD":"家得宝"},"source_url":"https://www.fool.com/investing/2022/10/14/2-monster-stocks-youll-want-to-buy-now-and-hold-fo/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275933408","content_text":"What's a monster stock? In my book, it's a company that's grown earnings over time and returns for investors. Today, a lot of these players have followed the general market lower. In some cases, they're struggling with current headwinds like higher inflation. But their positive long-term outlook remains intact. That's why you'll want to buy these stocks today, at a discount, and hold on for the long haul.Two perfect examples are Amazon and Home Depot. They've proved their strengths. And they just so happen to be global leaders in their businesses.1. AmazonAmazon stock has climbed more than 125% over the past five years. Annual revenue and net income also have advanced, well into the billions of dollars, during that time period. This is as the company grew its position in two major businesses: e-commerce and cloud computing.Today, net sales continue to climb at Amazon thanks to its leadership in these areas. But higher costs and supply chain troubles have been weighing on earnings. As a result, operating income and operating cash flow have been on the decline.The stock price, too, has suffered. It's lost 32% so far this year. And that leaves Amazon trading at less than 3 times sales. That's close to its lowest level in about six years.Here's why this is a bargain for Amazon. Today's troubles are linked to the overall economy, so they're temporary. At the same time, the company is making progress in handling them. It's controlling certain costs and improving productivity, for example.Another bright spot is the cloud computing business, Amazon Web Services (AWS). It has continued to grow in spite of today's tough economy. AWS posted double-digit gains in sales and operating income in the second quarter. As for e-commerce, the strength of its Prime subscription service should power earnings growth once the economy improves. As it stands today, Prime members continue to spend more and more on the platform.All of this makes me optimistic that Amazon can once again deliver more than just packages. It has what it takes to deliver great gains to shareholders over time.2. Home DepotWhen it comes to earnings, Home Depot has defied the general economic gloom. In the second quarter, the world's biggest home improvement retailer reported its highest quarterly sales and earnings ever. The stock price hasn't followed, though. Home Depot shares have lost more than 30% since the beginning of the year.This leaves the shares trading at about 17 times forward earnings estimates. That's lower than the more than 25 number earlier this year. At the same time, as mentioned above, revenue continues to rise. This is a great entry point for a company that continues to grow in spite of a difficult environment -- and a company with solid prospects.HD PE ratio (forward). Data by YCharts.So, why is the stock down today? Some investors are avoiding stocks linked to consumer spending. And Home Depot falls into that category. It's also possible that it eventually will see a slowdown. But as I mentioned above regarding Amazon, any such slowdown is temporary.Here's why there's more reason to be positive about Home Depot and buy the stock for the long term. First, if the company can do this well during tough times, there's reason to believe it can truly flourish when the economy improves.Second, Home Depot has offered us some visibility on what's ahead, and it looks positive. The company recently reported its professional customers say their project backlogs remain healthy.Another positive point is the company's move to improve its digital platform, for professionals and do-it-yourself customers. And that's bearing fruit. In the second quarter, it reported record downloads, sales, and traffic on its mobile app.Right now, Home Depot shares look dirt cheap. That's considering today's earnings performance and the long-term picture for this market leader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9969944017,"gmtCreate":1668332627940,"gmtModify":1676538042356,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Nobody knows where is the bottom.","listText":"Nobody knows where is the bottom.","text":"Nobody knows where is the bottom.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9969944017","repostId":"1190456060","repostType":4,"repost":{"id":"1190456060","kind":"news","pubTimestamp":1668302284,"share":"https://ttm.financial/m/news/1190456060?lang=&edition=fundamental","pubTime":"2022-11-13 09:18","market":"us","language":"en","title":"SPY: Bear Market Rally Or A Major Bottom?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190456060","media":"Seeking Alpha","summary":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF  that tracks the S&P500 soared by 5.5% Thursday  - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean?","content":"<html><head></head><body><h2>Summary</h2><ul><li>Large 1-day rallies are usually associated with the bear market rallies.</li><li>Major bottoms require a policy change.</li><li>The Fed is still in inflation-fighting mode.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d234d2c3a6fdd66410e8c4fdc86a25\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gonin/iStock via Getty Images</span></p><h2>The top 20: daily returns for S&amp;P500</h2><p>The SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&amp;P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&amp;P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let&#39;s first evaluate the top 20 list of the daily rates of return for the S&amp;P500:</p><p><img src=\"https://static.tigerbbs.com/9a00554a6ad210b0ab26216de0667def\" tg-width=\"927\" tg-height=\"1314\" referrerpolicy=\"no-referrer\"/></p><p>As you can see from the list above,</p><ul><li>12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.</li><li>8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.</li><li>2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.</li></ul><p>Based on the historical evidence, the 5.6% daily spike in S&amp;P500 (SPX) is either a signal of a major bottom or just another bear market rally.</p><h2>The major bottom thesis</h2><p>The major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.</p><p>The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.</p><p>As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed&#39;s monetary policy tightening, 2) the recessionary selloff caused by the Fed&#39;s tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.</p><p>The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It&#39;s true, we are likely past the peak inflation, and thus the peak hawkishness.</p><p>However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether &#34;something will break&#34; during the process and cause the Phase 3 and the credit crunch.</p><h2>The recessionary selloff</h2><p>The S&amp;P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.</p><p>Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.</p><p>Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ef81e28bf62d769ca5f75f29feb339\" tg-width=\"640\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/><span>FRED</span></p><p>Based on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.</p><h2>Why is the 10Y-3mo curve inverted? Why is this signaling a recession?</h2><p>The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.</p><p>The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.</p><p>But don&#39;t count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.</p><p>But don&#39;t expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it&#39;s more likely to escalate. This is inflationary. The war in Ukraine is still active and it&#39;s more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.</p><h2>It&#39;s a bear market rally</h2><p>We are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of &#34;things breaking&#34; like the cryptocurrencies, which could lead to the Phase 3 selloff.</p><p>Bear market rallies happen during the &#34;in-between periods&#34;, so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don&#39;t think anybody expects this over the near term. Don&#39;t fight the Fed. The bear market rally is the opportunity to sell or re-short.</p><h2>SPY sector analysis</h2><p>AllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11bae7fc6e9bba3dee9e588bd902bb1\" tg-width=\"640\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/><span>SelectSectorSPDR</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SPY: Bear Market Rally Or A Major Bottom?</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\">\nSPY: Bear Market Rally Or A Major Bottom?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20...</p>\n\n<a href=\"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190456060","content_text":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let's first evaluate the top 20 list of the daily rates of return for the S&P500:As you can see from the list above,12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.Based on the historical evidence, the 5.6% daily spike in S&P500 (SPX) is either a signal of a major bottom or just another bear market rally.The major bottom thesisThe major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed's monetary policy tightening, 2) the recessionary selloff caused by the Fed's tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It's true, we are likely past the peak inflation, and thus the peak hawkishness.However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether \"something will break\" during the process and cause the Phase 3 and the credit crunch.The recessionary selloffThe S&P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:FREDBased on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.Why is the 10Y-3mo curve inverted? Why is this signaling a recession?The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.But don't count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.But don't expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it's more likely to escalate. This is inflationary. The war in Ukraine is still active and it's more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.It's a bear market rallyWe are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of \"things breaking\" like the cryptocurrencies, which could lead to the Phase 3 selloff.Bear market rallies happen during the \"in-between periods\", so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don't think anybody expects this over the near term. Don't fight the Fed. The bear market rally is the opportunity to sell or re-short.SPY sector analysisAllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.SelectSectorSPDR","news_type":1},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034975821,"gmtCreate":1647780433859,"gmtModify":1676534265225,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Disney is a good company","listText":"Disney is a good company","text":"Disney is a good company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034975821","repostId":"2220726035","repostType":4,"repost":{"id":"2220726035","kind":"news","pubTimestamp":1647650557,"share":"https://ttm.financial/m/news/2220726035?lang=&edition=fundamental","pubTime":"2022-03-19 08:42","market":"us","language":"en","title":"Disney: Awakening The Sleeping Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2220726035","media":"seekingalpha","summary":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Disney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it&#39;s operating in.</li><li>ESPN&#39;s huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.</li><li>Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney&#39;s parks along with an improvement in margins.</li><li>Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b25c502149358c089ee67660f6d4830\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>hapabapa/iStock Editorial via Getty Images</span></p><p>Walt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.</p><p><b>Investment thesis</b></p><p>The investment theses for Disney are as follows:</p><ol><li>Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.</li><li>Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.</li><li>Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.</li></ol><p>Overview</p><p>When looking at Disney, it&#39;s important to note the revenue mix of the company. There are two main segments to Disney:</p><ol><li>Disney Media &amp; Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney&#39;s reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, Hulu</li><li>Disney Parks, Experiences &amp; Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney&#39;s most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.</li></ol><p>However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney&#39;s DTC streaming services like Disney+</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85405b7865b0cfd86dacf33622d3fdb2\" tg-width=\"640\" tg-height=\"184\" width=\"100%\" height=\"auto\"/><span>Revenue mix and growth of Disney (Disney Annual Reports)</span></p><p>When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney&#39;s DPEP segment operating margins will normalise as customers return to its parks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cde9d56416980fbbade8ae8f921bbbd\" tg-width=\"640\" tg-height=\"233\" width=\"100%\" height=\"auto\"/><span>Disney Operating Income Mix and Growth (Disney Annual Reports)</span></p><p><b>Disney+ is well positioned for the future</b></p><p>With net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.</p><p>Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.</p><p>Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release <i>Turning Red</i> (11 March) and Marvel releases <i>Moon Knight</i> (30 March).</p><p>More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series <i>Andor</i> (To be announced) and <i>Obi-Wan Kenobi</i> (25 March), new Marvel series <i>Ms. Marvel</i> (To be announced) and <i>She-Hulk</i> (To be announced), a live-action <i>Pinocchio</i>(To be announced) starring Tom Hanks, and <i>Hocus Pocus 2</i> (FY2023).</p><p>Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.</p><p>In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.</p><p>Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.</p><p>In the 1QFY22 management call, management emphasised Disney+&#39;s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.</p><p>In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.</p><p><b>Sports could be a future bright spot</b></p><p>In the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN&#39;s parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney&#39;s brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.</p><p>In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks from</p><p>There were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.</p><p>Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN&#39;s reach and scale to partner with 3rd parties in the sports betting space.</p><p>In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney&#39;s owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.</p><p>In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.</p><p><b>Recovery of parks will bring huge revenue and operating income upside</b></p><p>In 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.</p><p>Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.</p><p>Furthermore, based on the latest results, trends in attendance at Disney&#39;s domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.</p><p>Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney&#39;s domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.</p><p>For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney&#39;s Parks segment will be significant in FY2022.</p><p><b>Valuation</b></p><p>Based on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/592ec77a3e6703ec77a973ea2f37ec2d\" tg-width=\"640\" tg-height=\"267\" width=\"100%\" height=\"auto\"/><span>SOTP Valuation of Disney (Author generated model)</span></p><p>Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.</p><p>Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney&#39;s competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bba2de777172d857327f65f1635488c\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>However, as highlighted in earlier sections, Disney&#39;s growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney&#39;s revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b539d4941a78dc5366d8a9b95abaa13\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><b>Risks</b></p><p><b>Competition</b></p><p>We are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney&#39;s subscriber and margin growth.</p><p><b>COVID related risks</b></p><p>As Disney&#39;s traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney&#39;s parks are operating in could result in slower than expected recovery.</p><p><b>Conclusion</b></p><p>All in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney: Awakening The Sleeping Giant</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\">\nDisney: Awakening The Sleeping Giant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional...</p>\n\n<a href=\"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4561":"索罗斯持仓","BK4507":"流媒体概念","BK4581":"高盛持仓","BK4550":"红杉资本持仓","DIS":"迪士尼","BK4554":"元宇宙及AR概念"},"source_url":"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220726035","content_text":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney's parks along with an improvement in margins.Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.hapabapa/iStock Editorial via Getty ImagesWalt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.Investment thesisThe investment theses for Disney are as follows:Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.OverviewWhen looking at Disney, it's important to note the revenue mix of the company. There are two main segments to Disney:Disney Media & Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney's reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, HuluDisney Parks, Experiences & Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney's most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney's DTC streaming services like Disney+Revenue mix and growth of Disney (Disney Annual Reports)When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney's DPEP segment operating margins will normalise as customers return to its parks.Disney Operating Income Mix and Growth (Disney Annual Reports)Disney+ is well positioned for the futureWith net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release Turning Red (11 March) and Marvel releases Moon Knight (30 March).More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series Andor (To be announced) and Obi-Wan Kenobi (25 March), new Marvel series Ms. Marvel (To be announced) and She-Hulk (To be announced), a live-action Pinocchio(To be announced) starring Tom Hanks, and Hocus Pocus 2 (FY2023).Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.In the 1QFY22 management call, management emphasised Disney+'s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.Sports could be a future bright spotIn the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN's parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney's brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks fromThere were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN's reach and scale to partner with 3rd parties in the sports betting space.In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney's owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.Recovery of parks will bring huge revenue and operating income upsideIn 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.Furthermore, based on the latest results, trends in attendance at Disney's domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney's domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney's Parks segment will be significant in FY2022.ValuationBased on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.SOTP Valuation of Disney (Author generated model)Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney's competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.Data by YChartsHowever, as highlighted in earlier sections, Disney's growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney's revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.Data by YChartsRisksCompetitionWe are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney's subscriber and margin growth.COVID related risksAs Disney's traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney's parks are operating in could result in slower than expected recovery.ConclusionAll in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073320535,"gmtCreate":1657288095727,"gmtModify":1676535985393,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Happy holiday!","listText":"Happy holiday!","text":"Happy holiday!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073320535","repostId":"1121190134","repostType":4,"repost":{"id":"1121190134","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":1657267168,"share":"https://ttm.financial/m/news/1121190134?lang=&edition=fundamental","pubTime":"2022-07-08 15:59","market":"us","language":"en","title":"Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji","url":"https://stock-news.laohu8.com/highlight/detail?id=1121190134","media":"Tiger Newspress","summary":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Pl","content":"<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji</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\">\nReminder: SGX Market Will be Closed on July 11 for Hari Raya Haji\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-08 15:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121190134","content_text":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987313102,"gmtCreate":1667819743007,"gmtModify":1676537968946,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987313102","repostId":"2281612231","repostType":4,"repost":{"id":"2281612231","kind":"highlight","pubTimestamp":1667835121,"share":"https://ttm.financial/m/news/2281612231?lang=&edition=fundamental","pubTime":"2022-11-07 23:32","market":"us","language":"en","title":"All You Need Are These 4 ETFs for a Well-Rounded Retirement Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2281612231","media":"Motley Fool","summary":"It's simpler than you may imagine.","content":"<html><head></head><body><p>Diversification is one of the key pillars of investing. It&#39;s another case of not wanting to put all your eggs in one basket. To achieve true diversification, you should be invested in companies from different industries, sizes, and locations. Doing so by investing in individual companies can be time consuming and nerve wracking, but you don&#39;t have to go that route.</p><p>With these four exchange-traded funds (ETFs), you can have a well-rounded retirement portfolio with just a few investments.</p><h2>The one staple</h2><p>If there were one &#34;must-have&#34; investment everyone needs in a stock portfolio, it would be an <b>S&amp;P 500</b> index fund. The S&amp;P 500 tracks the 500 largest public U.S. companies and is the most followed index in the stock market. In fact, its performance is often used interchangeably with the overall stock market&#39;s performance.</p><p>Since the S&amp;P 500 only contains large-cap stocks (those with a market cap over $10 billion), it generally provides more stability than funds that contain small companies. You may not see the hypergrowth that you can with smaller-cap stocks, but you can take comfort in knowing it&#39;s well equipped to weather bad economic storms.</p><p>An S&amp;P 500 fund like the <b>Vanguard S&amp;P 500 Index Fund ETF</b> can be a great choice because of its low cost (0.03% expense ratio) and diversification. It&#39;s weighted by market cap, so the larger a company&#39;s market cap, the higher percentage of the fund it makes up. This may make it more top-heavy than other ETFs, but it still manages to cover all bases sector-wise.</p><h2>Don&#39;t forget the little players</h2><p>Small-cap stocks have a market cap between $250 million and $2 billion. Because of their relatively small size, smaller-cap stocks tend to have more room for growth than larger-cap stocks. With this growth potential, however, comes more proneness to volatility because these companies typically don&#39;t have as many financial resources at their disposal.</p><p>Small-cap stocks, by nature, are riskier than larger-cap stocks, but you can offset some of this risk by investing in a small-cap index fund like the Russell 2000. The Russell 2000 tracks the smallest 2,000 stocks in the Russell 3000 index, and it&#39;s largely considered the go-to benchmark for small-cap stocks -- similar to the S&amp;P 500 for large-cap stocks.</p><p>A Russell 2000 index fund such as the <b><a href=\"https://laohu8.com/S/VTWO\">Vanguard Russell 2000 ETF</a></b> is low cost (0.10% expense ratio) and has a mix of value and growth stocks. You don&#39;t want small-cap stocks to be the bulk of your portfolio, but you should want to be invested in some.</p><h2>A good balance</h2><p>With market caps between $2 billion and $10 billion, mid-cap stocks can often be the best of both worlds: large enough to have a good amount of financial resources, yet small enough to still have room for lots of growth. You may not get the huge upside you would with small-cap stocks, but you also don&#39;t get the risk. And you may not get the stability that comes with large-cap stocks, but there&#39;s generally more upside.</p><p>The <b><a href=\"https://laohu8.com/S/VO\">Vanguard Mid-Cap ETF</a></b> is low cost (0.04% expense ratio) and contains 360 stocks covering all 11 major sectors. Its top 10 holdings only make up 7.23% of the fund, so it&#39;s well diversified and not too top heavy like some ETFs can be.</p><h2>Look outside the U.S.</h2><p>To have a truly diversified stock portfolio, you shouldn&#39;t only invest in American companies. By doing so, you&#39;re limiting yourself and missing out on some great companies across the globe. International markets are typically divided into two categories: developed and emerging.</p><p>Developed markets are seen as having advanced economies, established industries, and solid infrastructure. Emerging markets may not have the advanced economics or infrastructure of developed markets, but they&#39;re seen as progressing that way, giving them more upside.</p><p>Instead of spending time researching different regions and the companies within them, you can lean on an international ETF like the <b>Vanguard Total International Stock ETF</b>. This ETF contains 7,991 companies in the following regions:</p><ul><li><b>Europe:</b> 38%</li><li><b>Pacific:</b> 26.9%</li><li><b>North America:</b> 7.8%</li><li><b>Emerging Markets:</b> 26.8%</li><li><b>Middle East:</b> 0.5%</li></ul><p>With the Vanguard Total International Stock ETF, you get exposure to companies in developed and emerging markets, as well as some household names like <b>Samsung</b> and <b>Toyota</b>. A good rule of thumb is to have around 20% of your stock portfolio in international stocks. You&#39;ll likely be glad you did.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>All You Need Are These 4 ETFs for a Well-Rounded Retirement Portfolio</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAll You Need Are These 4 ETFs for a Well-Rounded Retirement Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-07 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/06/all-you-need-are-these-4-etfs-for-a-well-rounded-r/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Diversification is one of the key pillars of investing. It's another case of not wanting to put all your eggs in one basket. To achieve true diversification, you should be invested in companies from ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/06/all-you-need-are-these-4-etfs-for-a-well-rounded-r/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VO":"Vanguard Mid-Cap ETF","VOO":"Vanguard标普500ETF","VXUS":"国际股票ETF-Vanguard","VTWO":"Vanguard Russell 2000 ETF"},"source_url":"https://www.fool.com/investing/2022/11/06/all-you-need-are-these-4-etfs-for-a-well-rounded-r/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281612231","content_text":"Diversification is one of the key pillars of investing. It's another case of not wanting to put all your eggs in one basket. To achieve true diversification, you should be invested in companies from different industries, sizes, and locations. Doing so by investing in individual companies can be time consuming and nerve wracking, but you don't have to go that route.With these four exchange-traded funds (ETFs), you can have a well-rounded retirement portfolio with just a few investments.The one stapleIf there were one \"must-have\" investment everyone needs in a stock portfolio, it would be an S&P 500 index fund. The S&P 500 tracks the 500 largest public U.S. companies and is the most followed index in the stock market. In fact, its performance is often used interchangeably with the overall stock market's performance.Since the S&P 500 only contains large-cap stocks (those with a market cap over $10 billion), it generally provides more stability than funds that contain small companies. You may not see the hypergrowth that you can with smaller-cap stocks, but you can take comfort in knowing it's well equipped to weather bad economic storms.An S&P 500 fund like the Vanguard S&P 500 Index Fund ETF can be a great choice because of its low cost (0.03% expense ratio) and diversification. It's weighted by market cap, so the larger a company's market cap, the higher percentage of the fund it makes up. This may make it more top-heavy than other ETFs, but it still manages to cover all bases sector-wise.Don't forget the little playersSmall-cap stocks have a market cap between $250 million and $2 billion. Because of their relatively small size, smaller-cap stocks tend to have more room for growth than larger-cap stocks. With this growth potential, however, comes more proneness to volatility because these companies typically don't have as many financial resources at their disposal.Small-cap stocks, by nature, are riskier than larger-cap stocks, but you can offset some of this risk by investing in a small-cap index fund like the Russell 2000. The Russell 2000 tracks the smallest 2,000 stocks in the Russell 3000 index, and it's largely considered the go-to benchmark for small-cap stocks -- similar to the S&P 500 for large-cap stocks.A Russell 2000 index fund such as the Vanguard Russell 2000 ETF is low cost (0.10% expense ratio) and has a mix of value and growth stocks. You don't want small-cap stocks to be the bulk of your portfolio, but you should want to be invested in some.A good balanceWith market caps between $2 billion and $10 billion, mid-cap stocks can often be the best of both worlds: large enough to have a good amount of financial resources, yet small enough to still have room for lots of growth. You may not get the huge upside you would with small-cap stocks, but you also don't get the risk. And you may not get the stability that comes with large-cap stocks, but there's generally more upside.The Vanguard Mid-Cap ETF is low cost (0.04% expense ratio) and contains 360 stocks covering all 11 major sectors. Its top 10 holdings only make up 7.23% of the fund, so it's well diversified and not too top heavy like some ETFs can be.Look outside the U.S.To have a truly diversified stock portfolio, you shouldn't only invest in American companies. By doing so, you're limiting yourself and missing out on some great companies across the globe. International markets are typically divided into two categories: developed and emerging.Developed markets are seen as having advanced economies, established industries, and solid infrastructure. Emerging markets may not have the advanced economics or infrastructure of developed markets, but they're seen as progressing that way, giving them more upside.Instead of spending time researching different regions and the companies within them, you can lean on an international ETF like the Vanguard Total International Stock ETF. This ETF contains 7,991 companies in the following regions:Europe: 38%Pacific: 26.9%North America: 7.8%Emerging Markets: 26.8%Middle East: 0.5%With the Vanguard Total International Stock ETF, you get exposure to companies in developed and emerging markets, as well as some household names like Samsung and Toyota. A good rule of thumb is to have around 20% of your stock portfolio in international stocks. You'll likely be glad you did.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980770994,"gmtCreate":1665832678518,"gmtModify":1676537670522,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9980770994","repostId":"2275933408","repostType":4,"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918876458,"gmtCreate":1664369431474,"gmtModify":1676537441785,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9918876458","repostId":"1179029261","repostType":4,"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904344095,"gmtCreate":1660005922219,"gmtModify":1703476785851,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thank you&nbsp;","listText":"Thank you&nbsp;","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904344095","repostId":"2258244576","repostType":4,"repost":{"id":"2258244576","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1660003049,"share":"https://ttm.financial/m/news/2258244576?lang=&edition=fundamental","pubTime":"2022-08-09 07:57","market":"us","language":"en","title":"US STOCKS-Wall Street Closes Little Changed on Fed Policy Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=2258244576","media":"Reuters","summary":"* Auto stocks up on Senate approval of bill with EV funding* Nvidia slides as slump in gaming demand","content":"<html><head></head><body><p>* Auto stocks up on Senate approval of bill with EV funding</p><p>* Nvidia slides as slump in gaming demand hits Q2 revenue</p><p>* Dow closes up 0.09%, Nasdaq down 0.1%, S&amp;P 500 0.12%</p><p>Aug 8 (Reuters) - Wall Street closed mostly flat on Monday after blockbuster jobs data last week reinforced expectations the Federal Reserve will crack down on inflation, while a revenue warning from chipmaker Nvidia reminded investors of a slowing U.S. economy.</p><p>Stocks retreated from earlier highs as last week&#39;s blowout labor market report was initially seen as a sign the economy could withstand aggressive interest rate hikes by the Fed to tame inflation running at four-decade highs.</p><p>Investors now await consumer price data on Wednesday to gauge whether the Fed might ease a bit in its inflation fight and provide better footing for the economy to grow.</p><p>&#34;The CPI data will help to confirm if the Fed&#39;s tightening efforts have been successful in starting to tame inflation or if continued Fed tightening is needed,&#34; said Robert Schein, chief investment officer at Blanke Schein Wealth Management.</p><p>The Dow Jones Industrial Average    rose 29.07 points, or 0.09%, to 32,832.54, while the S&amp;P 500    lost 5.13 points, or 0.12%, to 4,140.06 and the Nasdaq Composite    dropped 13.10 points, or 0.1%, to 12,644.46.</p><p>Volume on U.S. exchanges was 11.01 billion shares.</p><p>The S&amp;P 500 has bounced back 14% from mid-June lows. But signs of inflation running too hot could cement the Fed&#39;s case for aggressive monetary policy tightening.</p><p>Anthony Saglimbene, chief market strategist at Ameriprise in Troy, Michigan, said the market was due to pull back at some point as traders test the recent rebound.</p><p>&#34;Maybe we can get a little bit higher by year end, but that&#39;s if everything lines up perfectly,&#34; he said, adding that the University of Michigan&#39;s preliminary consumer sentiment survey for August on Friday also will be closely watched.</p><p>&#34;That&#39;s the tug of war between these data sets that tell the story about, &#39;Hey, are we going to turn into a recession or avoid <a href=\"https://laohu8.com/S/AONE.U\">one</a>?&#39;&#34;</p><p>U.S. rate futures have priced in a 67.5% chance of a 75-basis-point hike at the Fed&#39;s next meeting in September, up from about 41% before the labor market data beat market expectations.</p><p>The information technology sector fell 0.9% as chipmaker Nvidia Corp slid 6.3% after the company said it expects second-quarter revenue to decline 19% from the prior quarter to about $6.7 billion, due to weakness in gaming.</p><p>The Philadelphia SE Semiconductor index slid 1.6%, while value stocks rose 0.1% to outpace a 0.4% drop in growth.</p><p>Tesla    rose 0.8% as the U.S. electric-car maker signed contracts worth about $5 billion to buy battery materials from nickel processing companies in Indonesia, according to a CNBC report.</p><p>Shares of U.S. automakers jumped after the U.S. Senate on Sunday passed a $430 billion bill to fight climate change that created a $4,000 tax credit for used electric vehicles and provides billions in funding for their production.</p><p>Rivian Automotive Inc rose 6.78%, Ford Motor Co gained 3.14%, General Motors Co added 4.16% and Lordstown Motors Corp advanced 3.17%.</p><p>Signify Health Inc shot up 11.0% on a media report that CVS Health Corp was looking to buy the health technology company.</p><p>Palantir Technologies Inc dropped 14.2% after the data analytics software company lowered its annual revenue forecast as the timing of some large government contracts remained uncertain.</p><p>Tyson Foods Inc fell 8.4% after missing quarterly profit expectations.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.28-to-1 ratio; on Nasdaq, a 1.67-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted eight new 52-week highs and 29 new lows; the Nasdaq Composite recorded 104 new highs and 27 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Closes Little Changed on Fed Policy Fears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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\">\nUS STOCKS-Wall Street Closes Little Changed on Fed Policy Fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-09 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Auto stocks up on Senate approval of bill with EV funding</p><p>* Nvidia slides as slump in gaming demand hits Q2 revenue</p><p>* Dow closes up 0.09%, Nasdaq down 0.1%, S&amp;P 500 0.12%</p><p>Aug 8 (Reuters) - Wall Street closed mostly flat on Monday after blockbuster jobs data last week reinforced expectations the Federal Reserve will crack down on inflation, while a revenue warning from chipmaker Nvidia reminded investors of a slowing U.S. economy.</p><p>Stocks retreated from earlier highs as last week&#39;s blowout labor market report was initially seen as a sign the economy could withstand aggressive interest rate hikes by the Fed to tame inflation running at four-decade highs.</p><p>Investors now await consumer price data on Wednesday to gauge whether the Fed might ease a bit in its inflation fight and provide better footing for the economy to grow.</p><p>&#34;The CPI data will help to confirm if the Fed&#39;s tightening efforts have been successful in starting to tame inflation or if continued Fed tightening is needed,&#34; said Robert Schein, chief investment officer at Blanke Schein Wealth Management.</p><p>The Dow Jones Industrial Average    rose 29.07 points, or 0.09%, to 32,832.54, while the S&amp;P 500    lost 5.13 points, or 0.12%, to 4,140.06 and the Nasdaq Composite    dropped 13.10 points, or 0.1%, to 12,644.46.</p><p>Volume on U.S. exchanges was 11.01 billion shares.</p><p>The S&amp;P 500 has bounced back 14% from mid-June lows. But signs of inflation running too hot could cement the Fed&#39;s case for aggressive monetary policy tightening.</p><p>Anthony Saglimbene, chief market strategist at Ameriprise in Troy, Michigan, said the market was due to pull back at some point as traders test the recent rebound.</p><p>&#34;Maybe we can get a little bit higher by year end, but that&#39;s if everything lines up perfectly,&#34; he said, adding that the University of Michigan&#39;s preliminary consumer sentiment survey for August on Friday also will be closely watched.</p><p>&#34;That&#39;s the tug of war between these data sets that tell the story about, &#39;Hey, are we going to turn into a recession or avoid <a href=\"https://laohu8.com/S/AONE.U\">one</a>?&#39;&#34;</p><p>U.S. rate futures have priced in a 67.5% chance of a 75-basis-point hike at the Fed&#39;s next meeting in September, up from about 41% before the labor market data beat market expectations.</p><p>The information technology sector fell 0.9% as chipmaker Nvidia Corp slid 6.3% after the company said it expects second-quarter revenue to decline 19% from the prior quarter to about $6.7 billion, due to weakness in gaming.</p><p>The Philadelphia SE Semiconductor index slid 1.6%, while value stocks rose 0.1% to outpace a 0.4% drop in growth.</p><p>Tesla    rose 0.8% as the U.S. electric-car maker signed contracts worth about $5 billion to buy battery materials from nickel processing companies in Indonesia, according to a CNBC report.</p><p>Shares of U.S. automakers jumped after the U.S. Senate on Sunday passed a $430 billion bill to fight climate change that created a $4,000 tax credit for used electric vehicles and provides billions in funding for their production.</p><p>Rivian Automotive Inc rose 6.78%, Ford Motor Co gained 3.14%, General Motors Co added 4.16% and Lordstown Motors Corp advanced 3.17%.</p><p>Signify Health Inc shot up 11.0% on a media report that CVS Health Corp was looking to buy the health technology company.</p><p>Palantir Technologies Inc dropped 14.2% after the data analytics software company lowered its annual revenue forecast as the timing of some large government contracts remained uncertain.</p><p>Tyson Foods Inc fell 8.4% after missing quarterly profit expectations.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.28-to-1 ratio; on Nasdaq, a 1.67-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted eight new 52-week highs and 29 new lows; the Nasdaq Composite recorded 104 new highs and 27 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","CGEM":"Cullinan Therapeutics","BK4141":"半导体产品","NVDA":"英伟达","BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓","BK4549":"软银资本持仓","BK4554":"元宇宙及AR概念","BK4567":"ESG概念","BK4529":"IDC概念","BK4543":"AI"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258244576","content_text":"* Auto stocks up on Senate approval of bill with EV funding* Nvidia slides as slump in gaming demand hits Q2 revenue* Dow closes up 0.09%, Nasdaq down 0.1%, S&P 500 0.12%Aug 8 (Reuters) - Wall Street closed mostly flat on Monday after blockbuster jobs data last week reinforced expectations the Federal Reserve will crack down on inflation, while a revenue warning from chipmaker Nvidia reminded investors of a slowing U.S. economy.Stocks retreated from earlier highs as last week's blowout labor market report was initially seen as a sign the economy could withstand aggressive interest rate hikes by the Fed to tame inflation running at four-decade highs.Investors now await consumer price data on Wednesday to gauge whether the Fed might ease a bit in its inflation fight and provide better footing for the economy to grow.\"The CPI data will help to confirm if the Fed's tightening efforts have been successful in starting to tame inflation or if continued Fed tightening is needed,\" said Robert Schein, chief investment officer at Blanke Schein Wealth Management.The Dow Jones Industrial Average    rose 29.07 points, or 0.09%, to 32,832.54, while the S&P 500    lost 5.13 points, or 0.12%, to 4,140.06 and the Nasdaq Composite    dropped 13.10 points, or 0.1%, to 12,644.46.Volume on U.S. exchanges was 11.01 billion shares.The S&P 500 has bounced back 14% from mid-June lows. But signs of inflation running too hot could cement the Fed's case for aggressive monetary policy tightening.Anthony Saglimbene, chief market strategist at Ameriprise in Troy, Michigan, said the market was due to pull back at some point as traders test the recent rebound.\"Maybe we can get a little bit higher by year end, but that's if everything lines up perfectly,\" he said, adding that the University of Michigan's preliminary consumer sentiment survey for August on Friday also will be closely watched.\"That's the tug of war between these data sets that tell the story about, 'Hey, are we going to turn into a recession or avoid one?'\"U.S. rate futures have priced in a 67.5% chance of a 75-basis-point hike at the Fed's next meeting in September, up from about 41% before the labor market data beat market expectations.The information technology sector fell 0.9% as chipmaker Nvidia Corp slid 6.3% after the company said it expects second-quarter revenue to decline 19% from the prior quarter to about $6.7 billion, due to weakness in gaming.The Philadelphia SE Semiconductor index slid 1.6%, while value stocks rose 0.1% to outpace a 0.4% drop in growth.Tesla    rose 0.8% as the U.S. electric-car maker signed contracts worth about $5 billion to buy battery materials from nickel processing companies in Indonesia, according to a CNBC report.Shares of U.S. automakers jumped after the U.S. Senate on Sunday passed a $430 billion bill to fight climate change that created a $4,000 tax credit for used electric vehicles and provides billions in funding for their production.Rivian Automotive Inc rose 6.78%, Ford Motor Co gained 3.14%, General Motors Co added 4.16% and Lordstown Motors Corp advanced 3.17%.Signify Health Inc shot up 11.0% on a media report that CVS Health Corp was looking to buy the health technology company.Palantir Technologies Inc dropped 14.2% after the data analytics software company lowered its annual revenue forecast as the timing of some large government contracts remained uncertain.Tyson Foods Inc fell 8.4% after missing quarterly profit expectations.Advancing issues outnumbered declining ones on the NYSE by a 2.28-to-1 ratio; on Nasdaq, a 1.67-to-1 ratio favored advancers.The S&P 500 posted eight new 52-week highs and 29 new lows; the Nasdaq Composite recorded 104 new highs and 27 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028983352,"gmtCreate":1653142947376,"gmtModify":1676535230265,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Will hold it, and add more when drop to&nbsp;attractive level.","listText":"Will hold it, and add more when drop to&nbsp;attractive level.","text":"Will hold it, and add more when drop to attractive level.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028983352","repostId":"2236012808","repostType":4,"repost":{"id":"2236012808","kind":"highlight","pubTimestamp":1653089869,"share":"https://ttm.financial/m/news/2236012808?lang=&edition=fundamental","pubTime":"2022-05-21 07:37","market":"us","language":"en","title":"It's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2236012808","media":"Motley Fool","summary":"As the broader market continues to fall, some investors may view the EV leader's stock slump as a buying opportunity. Are they right?","content":"<html><head></head><body><p>After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut <b>Tesla</b> have shifted into reverse. Between macroeconomic headwinds like 40-year-high inflation, the Fed&#39;s consequent move to raise interest rates, and concerns about the war between Russia and Ukraine, the stock market has been in quite the frenzy.</p><p>Many high-growth stocks, Tesla included, have been humbled lately as investors seek protection by shifting their attention to value companies and safer assets. CEO Elon Musk&#39;s move to potentially acquire <b>Twitter</b> certainly hasn&#39;t aided the company&#39;s case, either. With uncertainty around whether or not the deal will actually close, investors have raced to dump shares of the EV leader.</p><p>But in terms of fundamentals, Tesla continues to look dominant. The company is rapidly expanding its business on all fronts and has strengthened its balance sheet and cash generation in the process. With the stock down almost 40% year to date, should investors pull the trigger on buying Tesla today?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecb47944e9c0966d2182e999d9a81cba\"/><span>Image source: Getty Images.</span></p><h2>Fundamentals aren&#39;t the problem</h2><p>In a quarter when investors weren&#39;t sure what to expect due to COVID-19-related shutdowns at Tesla&#39;s Shanghai factory, the EV leader delivered, and it delivered big. The company&#39;s $18.8 billion in total sales, which climbed 81% year over year, beat Wall Street expectations by $918 million. Likewise, its non-GAAP earnings per share of $3.22, equal to 246% growth, crushed consensus estimates by a whopping 42%.</p><p>To top off a record quarter, the Musk-led enterprise grew total production and vehicle deliveries by a respective 69% and 68%, producing 305,407 vehicles and delivering 310,048. Per management&#39;s guidance, investors can expect the company to achieve 50% average annual growth in deliveries over a multi-year time horizon. In fiscal 2022, analysts are modeling a top line and adjusted bottom line of $86.5 billion and $12.32/share, translating to robust year-over-year ascents of 61% and 82%, respectively.</p><p>Amid such incredible growth, the company&#39;s balance sheet and cash generation are equally thriving. In its latest quarter, the EV commander revealed that total debt excluding vehicle and energy product financing fell below $100 million. The company is manifesting the &#34;cash is king&#34; mantra as well: In the first quarter, free cash flow surged an astonishing 660% to $2.2 billion. Provided that the global EV market is projected to expand at a compound annual growth rate (CAGR) of 25% through 2028 to nearly $1 trillion, it could be said with exceedingly high confidence that Tesla is poised for more success in the coming years.</p><h2>Tesla&#39;s valuation is still high</h2><p>Even without context, though, Tesla&#39;s valuation is extremely high. The stock is trading at 98.2 times earnings at the moment, an extremely lofty multiple even post-correction.</p><p>Comparing the EV behemoth to other automobile manufacturers further underscores its expensive stock price. As seen in the below chart, competitors <b>General Motors </b>(GM 0.81%), <b>Ford</b> (F 0.55%), and <b>Toyota </b>(TM 0.26%) have price-to-earnings multiples of 6.2, 4.6, and 7.9, respectively. Whether or not Tesla deserves a premium valuation is a frequent debate among the bulls and the bears. However, it&#39;s rather indisputable that the EV stock is richly priced. It would take a major share price collapse for Tesla to truly be considered cheap.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4664e23d164238b9ae09f5957b8e89b9\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio data by YCharts</span></p><h2>Should investors buy the stock now?</h2><p>Tesla&#39;s pullback has certainly grabbed my attention -- the company is the unequivocal pacesetter in the EV market, an industry that is still in the earlier innings of development. That said, the company&#39;s valuation isn&#39;t exactly attractive yet, and it would take far more downward pressure to make the stock appear cheap. Investors should keep a close eye on Tesla moving forward, as there&#39;s surely a chance it&#39;ll continue on a downward path in the periods ahead.</p><p>While it&#39;s a fantastic company and a sure winner in the EV space, I don&#39;t suggest buying the stock just yet. Take advantage of the recent tech sell-off and look for other companies that carry more enticing valuations today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-21 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut Tesla have shifted into reverse. Between macroeconomic headwinds like 40-year-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236012808","content_text":"After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut Tesla have shifted into reverse. Between macroeconomic headwinds like 40-year-high inflation, the Fed's consequent move to raise interest rates, and concerns about the war between Russia and Ukraine, the stock market has been in quite the frenzy.Many high-growth stocks, Tesla included, have been humbled lately as investors seek protection by shifting their attention to value companies and safer assets. CEO Elon Musk's move to potentially acquire Twitter certainly hasn't aided the company's case, either. With uncertainty around whether or not the deal will actually close, investors have raced to dump shares of the EV leader.But in terms of fundamentals, Tesla continues to look dominant. The company is rapidly expanding its business on all fronts and has strengthened its balance sheet and cash generation in the process. With the stock down almost 40% year to date, should investors pull the trigger on buying Tesla today?Image source: Getty Images.Fundamentals aren't the problemIn a quarter when investors weren't sure what to expect due to COVID-19-related shutdowns at Tesla's Shanghai factory, the EV leader delivered, and it delivered big. The company's $18.8 billion in total sales, which climbed 81% year over year, beat Wall Street expectations by $918 million. Likewise, its non-GAAP earnings per share of $3.22, equal to 246% growth, crushed consensus estimates by a whopping 42%.To top off a record quarter, the Musk-led enterprise grew total production and vehicle deliveries by a respective 69% and 68%, producing 305,407 vehicles and delivering 310,048. Per management's guidance, investors can expect the company to achieve 50% average annual growth in deliveries over a multi-year time horizon. In fiscal 2022, analysts are modeling a top line and adjusted bottom line of $86.5 billion and $12.32/share, translating to robust year-over-year ascents of 61% and 82%, respectively.Amid such incredible growth, the company's balance sheet and cash generation are equally thriving. In its latest quarter, the EV commander revealed that total debt excluding vehicle and energy product financing fell below $100 million. The company is manifesting the \"cash is king\" mantra as well: In the first quarter, free cash flow surged an astonishing 660% to $2.2 billion. Provided that the global EV market is projected to expand at a compound annual growth rate (CAGR) of 25% through 2028 to nearly $1 trillion, it could be said with exceedingly high confidence that Tesla is poised for more success in the coming years.Tesla's valuation is still highEven without context, though, Tesla's valuation is extremely high. The stock is trading at 98.2 times earnings at the moment, an extremely lofty multiple even post-correction.Comparing the EV behemoth to other automobile manufacturers further underscores its expensive stock price. As seen in the below chart, competitors General Motors (GM 0.81%), Ford (F 0.55%), and Toyota (TM 0.26%) have price-to-earnings multiples of 6.2, 4.6, and 7.9, respectively. Whether or not Tesla deserves a premium valuation is a frequent debate among the bulls and the bears. However, it's rather indisputable that the EV stock is richly priced. It would take a major share price collapse for Tesla to truly be considered cheap.TSLA PE Ratio data by YChartsShould investors buy the stock now?Tesla's pullback has certainly grabbed my attention -- the company is the unequivocal pacesetter in the EV market, an industry that is still in the earlier innings of development. That said, the company's valuation isn't exactly attractive yet, and it would take far more downward pressure to make the stock appear cheap. Investors should keep a close eye on Tesla moving forward, as there's surely a chance it'll continue on a downward path in the periods ahead.While it's a fantastic company and a sure winner in the EV space, I don't suggest buying the stock just yet. Take advantage of the recent tech sell-off and look for other companies that carry more enticing valuations today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000603","authorId":"9000000000000603","name":"ElsieDewey","avatar":"https://static.tigerbbs.com/9a2c539bd7eff494d3755975b44673ef","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000603","idStr":"9000000000000603"},"content":"What do you think is its reasonable price?","text":"What do you think is its reasonable price?","html":"What do you think is its reasonable price?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061589076,"gmtCreate":1651642234903,"gmtModify":1676534941652,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Singapore REIT is good option for dividends","listText":"Singapore REIT is good option for dividends","text":"Singapore REIT is good option for dividends","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061589076","repostId":"2232824017","repostType":4,"repost":{"id":"2232824017","kind":"highlight","pubTimestamp":1651622404,"share":"https://ttm.financial/m/news/2232824017?lang=&edition=fundamental","pubTime":"2022-05-04 08:00","market":"us","language":"en","title":"Want $10,000 in Annual Dividend Income? Invest $93,200 in These Ultra-High-Yield Stocks.","url":"https://stock-news.laohu8.com/highlight/detail?id=2232824017","media":"Motley Fool","summary":"These supercharged income stocks sport an average yield of 10.73%!","content":"<html><head></head><body><p>Among the many successful strategies investors can choose from, perhaps none has a better track record than buying dividend stocks.</p><p>In 2013, J.P. Morgan Asset Management, a division of <b>JPMorgan Chase</b>, released a study that compared the performance of publicly traded stocks paying a dividend to those not offering a payout over a four-decade stretch (1972-2012). The results showed that income stocks mopped the floor with the non-dividend payers. With an average annual return of 9.5%, the dividend stocks doubled investors&#39; money, on average, every 7.6 years. By comparison, the non-payers managed only a 1.6% average annual return.</p><p>Even if we didn&#39;t know the magnitude of this 40-year outperformance, it was highly predictable that dividend stocks would leave the non-payers eating their dust. Companies that regularly pay a dividend are often profitable on a recurring basis, time-tested, and have transparent outlooks. They&#39;re just the sort of businesses we&#39;d expect to increase in value over time, and the perfect stocks to consider buying in a turbulent market being fueled by historically high inflation.</p><p>If you were to invest $93,200 (split equally) into the following three ultra-high-yield dividend stocks -- I&#39;m arbitrarily defining an &#34;ultra-high-yield stock&#34; as having a yield of 7% or above -- they could, with their combined average yield of 10.73%, produce $10,000 in annual dividend income.</p><h2><a href=\"https://laohu8.com/S/AGNCO\">AGNC Investment Corp.</a>: 12.98% yield</h2><p>The first ultra-high-yield stock that can really pad investors&#39; pockets with passive income is mortgage real estate investment trust (REIT) <b><a href=\"https://laohu8.com/S/AGNCM\">AGNC Investment Corp</a>.</b> Not only is AGNC a monthly dividend payer, but it&#39;s rewarded its shareholders with a double-digit yield in 12 of the past 13 years.</p><p>Without getting overly complicated, mortgage REITs aim to borrow money at low short-term lending rates, and use this capital to purchase higher-yielding long-term assets, such as mortgage-backed securities (MBS). The goal is to widen the gap between the average yield from assets owned minus the average borrowing rate. This &#34;gap&#34; is officially known as net interest margin.</p><p>Mortgage REITs like AGNC have been taken to the woodshed over the past couple of months for two key reasons. First, the Federal Reserve has turned hawkish and is set to raise interest rates multiple times this year. Higher interest rates should lead to an increase in borrowing rates. The second issue is the flattening of the interest rate yield curve (i.e., the gap between short-and-long-term Treasury bond yields). When the yield curve flattens, net interest margin tends to decline.</p><p>Although things aren&#39;t ideal at the moment for AGNC, history has shown that flat yield curves don&#39;t last very long. What&#39;s more, higher interest rates should have a positive effect on the yields the company receives from future MBS purchases. In other words, patient investors should witness a healthy expansion in AGNC&#39;s net interest margin.</p><p>Investors should also feel safe knowing that $79.7 billion of AGNC&#39;s $82 billion investment portfolio, as of Dec. 31, 2021, is made up of agency securities.  An agency asset is backed by the federal government in the event of default. This added protection is what allows AGNC to prudently deploy leverage to boost its profit potential.</p><p>Historically, the share price of mortgage REIT stocks stay close to their respective book values. With AGNC valued at a 30% discount to its net tangible book value, it&#39;s not only a passive income powerhouse, but an absolute screaming bargain from an investment perspective.</p><h2>Sabra Health Care REIT: 10.16% yield</h2><p>Another stock with a double-digit yield that can help investors score $10,000 in annual dividend income is <b>Sabra Health Care REIT</b>. Sabra has pretty consistently vacillated between a 6% and 11% yield for the past six years, which places its current 10.2% yield at the high end of its recent range.</p><p>As of the end of 2021, Sabra owned 416 healthcare facilities -- i.e., skilled nursing and senior housing communities -- in the United States. The COVID-19 pandemic was, at least initially, an absolute disaster for this company. Even though Sabra is leasing, not operating, these healthcare facilities, COVID-19 had a squarely negative impact on senior citizens. This led to declining skilled nursing and senior housing occupancy rates and the real possibility of rental payments not being made by Sabra&#39;s tenants.</p><p>However, things have improved markedly since the beginning of 2021. Senior occupancy rates in skilled nursing and senior housing bottomed out more than a year ago. As vaccination rates tick higher and COVID-19 (likely) becomes an endemic illness, occupancy rates should continue to increase. As a whole, Sabra collected 99.6% of its forecasted rents since the pandemic began.</p><p>Sabra has also reworked a master rental agreement with a core tenant (Avamere) that&#39;s struggled during the pandemic. This recently amended agreement gives Avamere some near-term breathing room, while also allowing Sabra to generate more in future rent if Avamere&#39;s operating performance picks up.</p><p>Although higher interest rates are certainly a concern for a company that leans on debt to acquire new healthcare facilities -- Sabra put $419 million to work in new investments last year -- it&#39;s equally impossible to ignore Sabra&#39;s perfect positioning as America&#39;s boomer population ages. America&#39;s boomers should propel Sabra Health Care&#39;s rental pricing power for decades to come.</p><h2>Antero Midstream: 9.05% yield</h2><p>The third and final ultra-high-yield dividend stock that can generate boatloads of annual income is <b>Antero Midstream</b>. Antero&#39;s nearly 9.1% yield is the lowest on this list, but would still top the trailing 12-month inflation rate of 8.5% in March in the U.S.</p><p>For some investors, the idea of putting money to work in the oil and gas industry may not be appealing. Let&#39;s not forget that crude oil demand fell off a cliff due to the pandemic two years ago and briefly pushed West Texas Intermediate crude oil futures deeply into the negative. However, Antero Midstream is a completely different beast that&#39;s been immune to the wild vacillations seen in the oil and natural gas markets.</p><p>As its name implies, Antero is a midstream provider and not a driller. This is a fancy way of saying it handles the middleman work in the energy complex. Specifically, it deals with gathering, compression, processing, and water delivery for natural gas producer <b>Antero Resources</b> in the Appalachian Basin. Midstream providers typically rely fixed-fee or volume-based contracts, which leaves little uncertainty when it comes to annual operating cash flow. Having a transparent outlook allows midstream providers to outlay capital for infrastructure projects without impinging on profitability or a quarterly distribution.</p><p>One of the more interesting things investors might notice about Antero Midstream is that the company actually reduced its payout by 27% last year. Normally, dividend reductions would be a red flag; but not in this instance. Antero Resources has plans to increase its natural gas drilling activity on Antero Midstream&#39;s owned acreage. Reducing its distribution is simply a way for the latter to devote more capital for new infrastructure. Giving up a little in distributions now is expected to generate $400 million in incremental free cash flow by the midpoint of the decade.</p><p>In addition to an expected growth spurt, Antero Midstream has reduced its net debt by more than $1.6 billion since the end of 2019, and expects to reduce its leverage ratio from 3.1 at the end of 2020 to less than 1 by the end of this year.  With natural gas prices surging and demand growing, Antero&#39;s more than 9% yield looks rock-solid.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Want $10,000 in Annual Dividend Income? Invest $93,200 in These Ultra-High-Yield Stocks.</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\">\nWant $10,000 in Annual Dividend Income? Invest $93,200 in These Ultra-High-Yield Stocks.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-04 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/01/want-10000-in-annual-dividend-income-invest-93200/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Among the many successful strategies investors can choose from, perhaps none has a better track record than buying dividend stocks.In 2013, J.P. Morgan Asset Management, a division of JPMorgan Chase, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/01/want-10000-in-annual-dividend-income-invest-93200/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AGNC":"美国资本代理公司","SBRA":"Sabra Healthcare REIT","AM":"Antero Midstream Corporation"},"source_url":"https://www.fool.com/investing/2022/05/01/want-10000-in-annual-dividend-income-invest-93200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232824017","content_text":"Among the many successful strategies investors can choose from, perhaps none has a better track record than buying dividend stocks.In 2013, J.P. Morgan Asset Management, a division of JPMorgan Chase, released a study that compared the performance of publicly traded stocks paying a dividend to those not offering a payout over a four-decade stretch (1972-2012). The results showed that income stocks mopped the floor with the non-dividend payers. With an average annual return of 9.5%, the dividend stocks doubled investors' money, on average, every 7.6 years. By comparison, the non-payers managed only a 1.6% average annual return.Even if we didn't know the magnitude of this 40-year outperformance, it was highly predictable that dividend stocks would leave the non-payers eating their dust. Companies that regularly pay a dividend are often profitable on a recurring basis, time-tested, and have transparent outlooks. They're just the sort of businesses we'd expect to increase in value over time, and the perfect stocks to consider buying in a turbulent market being fueled by historically high inflation.If you were to invest $93,200 (split equally) into the following three ultra-high-yield dividend stocks -- I'm arbitrarily defining an \"ultra-high-yield stock\" as having a yield of 7% or above -- they could, with their combined average yield of 10.73%, produce $10,000 in annual dividend income.AGNC Investment Corp.: 12.98% yieldThe first ultra-high-yield stock that can really pad investors' pockets with passive income is mortgage real estate investment trust (REIT) AGNC Investment Corp. Not only is AGNC a monthly dividend payer, but it's rewarded its shareholders with a double-digit yield in 12 of the past 13 years.Without getting overly complicated, mortgage REITs aim to borrow money at low short-term lending rates, and use this capital to purchase higher-yielding long-term assets, such as mortgage-backed securities (MBS). The goal is to widen the gap between the average yield from assets owned minus the average borrowing rate. This \"gap\" is officially known as net interest margin.Mortgage REITs like AGNC have been taken to the woodshed over the past couple of months for two key reasons. First, the Federal Reserve has turned hawkish and is set to raise interest rates multiple times this year. Higher interest rates should lead to an increase in borrowing rates. The second issue is the flattening of the interest rate yield curve (i.e., the gap between short-and-long-term Treasury bond yields). When the yield curve flattens, net interest margin tends to decline.Although things aren't ideal at the moment for AGNC, history has shown that flat yield curves don't last very long. What's more, higher interest rates should have a positive effect on the yields the company receives from future MBS purchases. In other words, patient investors should witness a healthy expansion in AGNC's net interest margin.Investors should also feel safe knowing that $79.7 billion of AGNC's $82 billion investment portfolio, as of Dec. 31, 2021, is made up of agency securities.  An agency asset is backed by the federal government in the event of default. This added protection is what allows AGNC to prudently deploy leverage to boost its profit potential.Historically, the share price of mortgage REIT stocks stay close to their respective book values. With AGNC valued at a 30% discount to its net tangible book value, it's not only a passive income powerhouse, but an absolute screaming bargain from an investment perspective.Sabra Health Care REIT: 10.16% yieldAnother stock with a double-digit yield that can help investors score $10,000 in annual dividend income is Sabra Health Care REIT. Sabra has pretty consistently vacillated between a 6% and 11% yield for the past six years, which places its current 10.2% yield at the high end of its recent range.As of the end of 2021, Sabra owned 416 healthcare facilities -- i.e., skilled nursing and senior housing communities -- in the United States. The COVID-19 pandemic was, at least initially, an absolute disaster for this company. Even though Sabra is leasing, not operating, these healthcare facilities, COVID-19 had a squarely negative impact on senior citizens. This led to declining skilled nursing and senior housing occupancy rates and the real possibility of rental payments not being made by Sabra's tenants.However, things have improved markedly since the beginning of 2021. Senior occupancy rates in skilled nursing and senior housing bottomed out more than a year ago. As vaccination rates tick higher and COVID-19 (likely) becomes an endemic illness, occupancy rates should continue to increase. As a whole, Sabra collected 99.6% of its forecasted rents since the pandemic began.Sabra has also reworked a master rental agreement with a core tenant (Avamere) that's struggled during the pandemic. This recently amended agreement gives Avamere some near-term breathing room, while also allowing Sabra to generate more in future rent if Avamere's operating performance picks up.Although higher interest rates are certainly a concern for a company that leans on debt to acquire new healthcare facilities -- Sabra put $419 million to work in new investments last year -- it's equally impossible to ignore Sabra's perfect positioning as America's boomer population ages. America's boomers should propel Sabra Health Care's rental pricing power for decades to come.Antero Midstream: 9.05% yieldThe third and final ultra-high-yield dividend stock that can generate boatloads of annual income is Antero Midstream. Antero's nearly 9.1% yield is the lowest on this list, but would still top the trailing 12-month inflation rate of 8.5% in March in the U.S.For some investors, the idea of putting money to work in the oil and gas industry may not be appealing. Let's not forget that crude oil demand fell off a cliff due to the pandemic two years ago and briefly pushed West Texas Intermediate crude oil futures deeply into the negative. However, Antero Midstream is a completely different beast that's been immune to the wild vacillations seen in the oil and natural gas markets.As its name implies, Antero is a midstream provider and not a driller. This is a fancy way of saying it handles the middleman work in the energy complex. Specifically, it deals with gathering, compression, processing, and water delivery for natural gas producer Antero Resources in the Appalachian Basin. Midstream providers typically rely fixed-fee or volume-based contracts, which leaves little uncertainty when it comes to annual operating cash flow. Having a transparent outlook allows midstream providers to outlay capital for infrastructure projects without impinging on profitability or a quarterly distribution.One of the more interesting things investors might notice about Antero Midstream is that the company actually reduced its payout by 27% last year. Normally, dividend reductions would be a red flag; but not in this instance. Antero Resources has plans to increase its natural gas drilling activity on Antero Midstream's owned acreage. Reducing its distribution is simply a way for the latter to devote more capital for new infrastructure. Giving up a little in distributions now is expected to generate $400 million in incremental free cash flow by the midpoint of the decade.In addition to an expected growth spurt, Antero Midstream has reduced its net debt by more than $1.6 billion since the end of 2019, and expects to reduce its leverage ratio from 3.1 at the end of 2020 to less than 1 by the end of this year.  With natural gas prices surging and demand growing, Antero's more than 9% yield looks rock-solid.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011577462,"gmtCreate":1648897119624,"gmtModify":1676534419290,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"will never touch speculative stock","listText":"will never touch speculative stock","text":"will never touch speculative stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011577462","repostId":"2224347218","repostType":4,"repost":{"id":"2224347218","kind":"highlight","pubTimestamp":1648878635,"share":"https://ttm.financial/m/news/2224347218?lang=&edition=fundamental","pubTime":"2022-04-02 13:50","market":"us","language":"en","title":"Why AMC Shares Are Down Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2224347218","media":"Motley Fool","summary":"Its recent gold mine investment isn't going to be a game changer.","content":"<html><head></head><body><ul><li>Its recent gold mine investment isn&#39;t going to be a game-changer.</li></ul><p><b>What happened</b></p><p>Investors initially cheered some news this morning from the gold miner <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment Holdings</a> invested in earlier this month. But it&#39;s been all downhill for AMC&#39;s stock the rest of the day so far. As of 12:48 p.m. ET Friday, AMC shares were down 7%.</p><p><b>So what</b></p><p>Besides the small bump after <a href=\"https://laohu8.com/S/HYMC\">Hycroft Mining</a>, which AMC recently invested in, provided investors its full-year 2021 update, AMC stock may also have been riding a wave of enthusiasm from retail investors who were cheering news of a planned stock split for fellow meme stock <a href=\"https://laohu8.com/S/GME\">GameStop</a>.</p><p>But, of course, that has nothing to do with AMC or its prospects, and investors also probably realized that the enthusiasm from the Hycroft Mining investment was overdone.</p><p><b>Now what</b></p><p>Two weeks ago, AMC announced it was investing $27.9 million in cash for a 22% stake in Hycroft Mining, which owns the more than 70,000-acre Hycroft Mine in northern Nevada. It was part of CEO Adam Aron&#39;s plan to use money AMC has raised to diversify and make acquisitions to aid its recovery from pandemic impacts.</p><p>Hycroft needed the capital infusion to continue to operate its gold and silver mine. Hycroft is a micro-cap company, and its shares have soared more than 50% since AMC&#39;s investment. Retail investors have pushed AMC stock up nearly 60% since that time.</p><p>Hycroft said today that its gold production for the full year 2021 was above its previous estimates while silver production fell short of guidance. The company also raised additional capital from the equity markets on top of the AMC investment.</p><p>News that the company will remain solvent and has additional funds at its disposal is good for its investors. But AMC&#39;s fortunes will not be determined by its relatively small investment in Hycroft. That dose of reality is likely why AMC shares subsequently dropped as the day&#39;s trading progressed.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMC Shares Are Down Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMC Shares Are Down Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-02 13:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/01/why-amc-shares-are-down-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Its recent gold mine investment isn't going to be a game-changer.What happenedInvestors initially cheered some news this morning from the gold miner AMC Entertainment Holdings invested in earlier this...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/01/why-amc-shares-are-down-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","AMC":"AMC院线","HYMC":"Hycroft Mining Holding Corporation"},"source_url":"https://www.fool.com/investing/2022/04/01/why-amc-shares-are-down-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224347218","content_text":"Its recent gold mine investment isn't going to be a game-changer.What happenedInvestors initially cheered some news this morning from the gold miner AMC Entertainment Holdings invested in earlier this month. But it's been all downhill for AMC's stock the rest of the day so far. As of 12:48 p.m. ET Friday, AMC shares were down 7%.So whatBesides the small bump after Hycroft Mining, which AMC recently invested in, provided investors its full-year 2021 update, AMC stock may also have been riding a wave of enthusiasm from retail investors who were cheering news of a planned stock split for fellow meme stock GameStop.But, of course, that has nothing to do with AMC or its prospects, and investors also probably realized that the enthusiasm from the Hycroft Mining investment was overdone.Now whatTwo weeks ago, AMC announced it was investing $27.9 million in cash for a 22% stake in Hycroft Mining, which owns the more than 70,000-acre Hycroft Mine in northern Nevada. It was part of CEO Adam Aron's plan to use money AMC has raised to diversify and make acquisitions to aid its recovery from pandemic impacts.Hycroft needed the capital infusion to continue to operate its gold and silver mine. Hycroft is a micro-cap company, and its shares have soared more than 50% since AMC's investment. Retail investors have pushed AMC stock up nearly 60% since that time.Hycroft said today that its gold production for the full year 2021 was above its previous estimates while silver production fell short of guidance. The company also raised additional capital from the equity markets on top of the AMC investment.News that the company will remain solvent and has additional funds at its disposal is good for its investors. But AMC's fortunes will not be determined by its relatively small investment in Hycroft. That dose of reality is likely why AMC shares subsequently dropped as the day's trading progressed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034871328,"gmtCreate":1647866379984,"gmtModify":1676534273323,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034871328","repostId":"1155548889","repostType":4,"repost":{"id":"1155548889","kind":"news","pubTimestamp":1647866083,"share":"https://ttm.financial/m/news/1155548889?lang=&edition=fundamental","pubTime":"2022-03-21 20:34","market":"us","language":"en","title":"U.S. Treasury Two-Year Yield Tops 2% for First Time Since 2019","url":"https://stock-news.laohu8.com/highlight/detail?id=1155548889","media":"Bloomberg","summary":"The two-year Treasury note’s yield exceeded 2% for the first time since May 2019 as policy makers in","content":"<html><head></head><body><p>The two-year Treasury note’s yield exceeded 2% for the first time since May 2019 as policy makers in the U.S. and Europe cranked up expectations for higher borrowing costs in the face of mounting inflationary pressures.</p><p>The U.S. two-year yield -- more sensitive to Federal Reserve policy changes than longer-dated ones -- rose as much as 8 basis points to 2.01%. It was below 1.5% as recently as March 7, two weeks ago. The Fed last week raised its policy rate for the first time since 2018, by a quarter point.</p><p>Two Fed officials on Friday said they would be open to raising interest rates in half percentage-point steps, pushing for more aggressive action to curb the hottest inflation in 40 years. Monday, Atlanta Fed President Raphael Bostic -- who favors a less aggressive approach than most of his fellow officials -- said rapidly shifting events “could warrant quickly adjusting the trajectory of policy.”</p><p>“Markets, in our view, are underweighting the odds that the Fed will have to deliver more hikes to bring inflation back towards its target,” Praveen Korapaty, chief global rates strategist at Goldman Sachs Group Inc., said in a note Friday.</p><p>In the euro area, Italian bonds led losses as traders piled back into bets the European Central Bank will raise interest rates to zero this year for the first time since 2014.</p><p>The ECB’s Klaas Knot said market expectations of an interest-rate increase later this year are “quite realistic,” according to an interview with Les Echos, an apparent endorsement of the more rapid pace of increases being priced in.</p><p>The messaging highlights lingering concerns over the risks to the inflation outlook, with a surge in crude oil resuming as Russia’s war in Ukraine rages on. This week offers a plethora of central bank speakers, and traders will be scouring the addresses for any signs other policy makers are turning more hawkish.</p><p>Policy Outlook</p><p>Fed Chair Jerome Powell gives speech at the annual meeting of the National Association for Business Economics later Monday. When the Fed raised its main policy rate last week, it forecast a sequence of increases that would take it to 2% by year-end.</p><p>Bank of England Governor Andrew Bailey speaks at a Bank for International Settlements event on Wednesday for the first time since the central bank raised interest rates for a third successive time last week. Traders are betting that the BOE will raise the key rate to almost 2% by year-end, compared with nearly 2.25% before last week’s quarter-point hike.</p><p>Money markets are pricing two quarter-point ECB hikes in 2022, compared with less than one such increase at the start of the month, according to interest-rate swaps. The bank’s key rate stands at minus 0.5%.</p><p>Brent crude oil jumped as much as 4.8% to $113.08 per barrel. It has rallied more than 40% this year as sanctions imposed on Russia threaten to curtail global supplies.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Treasury Two-Year Yield Tops 2% for First Time Since 2019</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\">\nU.S. Treasury Two-Year Yield Tops 2% for First Time Since 2019\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-21 20:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/bonds-extend-slide-hawkish-officials-111630416.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The two-year Treasury note’s yield exceeded 2% for the first time since May 2019 as policy makers in the U.S. and Europe cranked up expectations for higher borrowing costs in the face of mounting ...</p>\n\n<a href=\"https://finance.yahoo.com/news/bonds-extend-slide-hawkish-officials-111630416.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/bonds-extend-slide-hawkish-officials-111630416.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155548889","content_text":"The two-year Treasury note’s yield exceeded 2% for the first time since May 2019 as policy makers in the U.S. and Europe cranked up expectations for higher borrowing costs in the face of mounting inflationary pressures.The U.S. two-year yield -- more sensitive to Federal Reserve policy changes than longer-dated ones -- rose as much as 8 basis points to 2.01%. It was below 1.5% as recently as March 7, two weeks ago. The Fed last week raised its policy rate for the first time since 2018, by a quarter point.Two Fed officials on Friday said they would be open to raising interest rates in half percentage-point steps, pushing for more aggressive action to curb the hottest inflation in 40 years. Monday, Atlanta Fed President Raphael Bostic -- who favors a less aggressive approach than most of his fellow officials -- said rapidly shifting events “could warrant quickly adjusting the trajectory of policy.”“Markets, in our view, are underweighting the odds that the Fed will have to deliver more hikes to bring inflation back towards its target,” Praveen Korapaty, chief global rates strategist at Goldman Sachs Group Inc., said in a note Friday.In the euro area, Italian bonds led losses as traders piled back into bets the European Central Bank will raise interest rates to zero this year for the first time since 2014.The ECB’s Klaas Knot said market expectations of an interest-rate increase later this year are “quite realistic,” according to an interview with Les Echos, an apparent endorsement of the more rapid pace of increases being priced in.The messaging highlights lingering concerns over the risks to the inflation outlook, with a surge in crude oil resuming as Russia’s war in Ukraine rages on. This week offers a plethora of central bank speakers, and traders will be scouring the addresses for any signs other policy makers are turning more hawkish.Policy OutlookFed Chair Jerome Powell gives speech at the annual meeting of the National Association for Business Economics later Monday. When the Fed raised its main policy rate last week, it forecast a sequence of increases that would take it to 2% by year-end.Bank of England Governor Andrew Bailey speaks at a Bank for International Settlements event on Wednesday for the first time since the central bank raised interest rates for a third successive time last week. Traders are betting that the BOE will raise the key rate to almost 2% by year-end, compared with nearly 2.25% before last week’s quarter-point hike.Money markets are pricing two quarter-point ECB hikes in 2022, compared with less than one such increase at the start of the month, according to interest-rate swaps. The bank’s key rate stands at minus 0.5%.Brent crude oil jumped as much as 4.8% to $113.08 per barrel. It has rallied more than 40% this year as sanctions imposed on Russia threaten to curtail global supplies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031316193,"gmtCreate":1646442589935,"gmtModify":1676534129785,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Should be good time to dollar cost averaging now","listText":"Should be good time to dollar cost averaging now","text":"Should be good time to dollar cost averaging now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031316193","repostId":"2217746440","repostType":4,"repost":{"id":"2217746440","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1646435363,"share":"https://ttm.financial/m/news/2217746440?lang=&edition=fundamental","pubTime":"2022-03-05 07:09","market":"us","language":"en","title":"US STOCKS-Wall Street Ends down as Ukraine Fears Eclipse Solid Jobs Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2217746440","media":"Reuters","summary":"Wall Street ended lower on Friday as the war in Ukraine overshadowed an acceleration in U.S. jobs growth last month that pointed to strength in the economy.Most of the 11 major S&P sector indexes decl","content":"<html><head></head><body><p>Wall Street ended lower on Friday as the war in Ukraine overshadowed an acceleration in U.S. jobs growth last month that pointed to strength in the economy.</p><p>Most of the 11 major S&amp;P sector indexes declined, with financials leading the way with a 2% drop as investors worried about how the West&#39;s sanctions against Moscow may affect the international financial system.</p><p>The S&amp;P 500 banks index fell 3.35%, bringing its loss for the week to nearly 9%, its worst weekly decline since June 2020.</p><p>Equities globally were weaker, with safe-haven assets in demand after Russian forces seized Europe&#39;s biggest nuclear power plant in what Washington called a reckless assault that risked catastrophe.</p><p>The Labor Department&#39;s closely watched employment report showed jobs grew by a more than expected 678,000 last month and that the unemployment rate fell to 3.8%, the lowest since February 2020.</p><p>&#34;Three or four weeks ago, we would have thought that this is an incredibly important number. But given the backdrop and the overall events that are happening in Europe, it&#39;s just not,&#34; said Zachary Hill, head of portfolio management at Horizon Investments in Charlotte.</p><p>&#34;The potential for escalation in the hot war, the potential for a growth impact in Europe and more broadly, and knock-on effects on the commodity channel and inflation are taking up all of investors&#39; time and energy,&#34; Hill said.</p><p>Amazon.com Inc , Apple Inc, Google owner-Alphabet Inc and Microsoft Corp all lost more than 1%.</p><p>The crisis in Ukraine boosted energy stocks as crude prices and other commodities rallied on the back of sanctions against Russia, a major oil producer. The S&amp;P 500 energy sector jumped 2.85% and gained about 9% for the week.</p><p>Richly valued growth stocks have faced the brunt of the recent selloff, with the S&amp;P 500 growth index    down 1.3% on Friday. The value index    declined 0.3%.</p><p>The Dow Jones Industrial Average fell 0.53% to end at 33,614.8 points, while the S&amp;P 500    lost 0.79% to 4,328.87.</p><p>The Nasdaq Composite dropped 1.66% to 13,313.44.</p><p>For the week, the S&amp;P 500 and Dow both fell 1.3%, while the Nasdaq gave up 2.8%.</p><p>Federal Reserve Chair Jerome Powell said this week he would support a 25-basis-point interest rate increase at the central bank&#39;s March 15-16 policy meeting and would be &#34;prepared to move more aggressively&#34; later if inflation does not abate as fast as expected.</p><p>Soaring commodity prices have raised fears of even greater inflation, which could prompt the Fed to hike interest rates more aggressively.</p><p>Shares of WW International, formerly Weight Watchers, dropped over 8% after the Federal Trade Commission said the company &#34;illegally&#34; collected personal information from children without parental permission.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 38 new 52-week highs and 27 new lows; the Nasdaq Composite recorded 44 new highs and 406 new lows.</p><p>Volume on U.S. exchanges was 13.9 billion shares, compared to a 20-day average of 12.6 billion, according to Refinitiv data.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends down as Ukraine Fears Eclipse Solid Jobs Data</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\">\nUS STOCKS-Wall Street Ends down as Ukraine Fears Eclipse Solid Jobs Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-05 07:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street ended lower on Friday as the war in Ukraine overshadowed an acceleration in U.S. jobs growth last month that pointed to strength in the economy.</p><p>Most of the 11 major S&amp;P sector indexes declined, with financials leading the way with a 2% drop as investors worried about how the West&#39;s sanctions against Moscow may affect the international financial system.</p><p>The S&amp;P 500 banks index fell 3.35%, bringing its loss for the week to nearly 9%, its worst weekly decline since June 2020.</p><p>Equities globally were weaker, with safe-haven assets in demand after Russian forces seized Europe&#39;s biggest nuclear power plant in what Washington called a reckless assault that risked catastrophe.</p><p>The Labor Department&#39;s closely watched employment report showed jobs grew by a more than expected 678,000 last month and that the unemployment rate fell to 3.8%, the lowest since February 2020.</p><p>&#34;Three or four weeks ago, we would have thought that this is an incredibly important number. But given the backdrop and the overall events that are happening in Europe, it&#39;s just not,&#34; said Zachary Hill, head of portfolio management at Horizon Investments in Charlotte.</p><p>&#34;The potential for escalation in the hot war, the potential for a growth impact in Europe and more broadly, and knock-on effects on the commodity channel and inflation are taking up all of investors&#39; time and energy,&#34; Hill said.</p><p>Amazon.com Inc , Apple Inc, Google owner-Alphabet Inc and Microsoft Corp all lost more than 1%.</p><p>The crisis in Ukraine boosted energy stocks as crude prices and other commodities rallied on the back of sanctions against Russia, a major oil producer. The S&amp;P 500 energy sector jumped 2.85% and gained about 9% for the week.</p><p>Richly valued growth stocks have faced the brunt of the recent selloff, with the S&amp;P 500 growth index    down 1.3% on Friday. The value index    declined 0.3%.</p><p>The Dow Jones Industrial Average fell 0.53% to end at 33,614.8 points, while the S&amp;P 500    lost 0.79% to 4,328.87.</p><p>The Nasdaq Composite dropped 1.66% to 13,313.44.</p><p>For the week, the S&amp;P 500 and Dow both fell 1.3%, while the Nasdaq gave up 2.8%.</p><p>Federal Reserve Chair Jerome Powell said this week he would support a 25-basis-point interest rate increase at the central bank&#39;s March 15-16 policy meeting and would be &#34;prepared to move more aggressively&#34; later if inflation does not abate as fast as expected.</p><p>Soaring commodity prices have raised fears of even greater inflation, which could prompt the Fed to hike interest rates more aggressively.</p><p>Shares of WW International, formerly Weight Watchers, dropped over 8% after the Federal Trade Commission said the company &#34;illegally&#34; collected personal information from children without parental permission.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 38 new 52-week highs and 27 new lows; the Nasdaq Composite recorded 44 new highs and 406 new lows.</p><p>Volume on U.S. exchanges was 13.9 billion shares, compared to a 20-day average of 12.6 billion, according to Refinitiv data.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4566":"资本集团","BK4525":"远程办公概念","DXD":"道指两倍做空ETF","BK4196":"保健护理服务","SPY":"标普500ETF","BK4082":"医疗保健设备","SDOW":"道指三倍做空ETF-ProShares","BK4538":"云计算","BK4559":"巴菲特持仓","DDM":"道指两倍做多ETF","BK4077":"互动媒体与服务","BK4527":"明星科技股","SANA":"Sana Biotechnology, Inc.","BK4503":"景林资产持仓",".IXIC":"NASDAQ Composite","BK4561":"索罗斯持仓","OEX":"标普100","GOOGL":"谷歌A",".SPX":"S&P 500 Index","BK4504":"桥水持仓","UPRO":"三倍做多标普500ETF","BK4007":"制药","DOG":"道指反向ETF","LABP":"Landos Biopharma, Inc.","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","BK4581":"高盛持仓","BK4514":"搜索引擎","BK4573":"虚拟现实","QID":"纳指两倍做空ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","CGEM":"Cullinan Therapeutics","BK4574":"无人驾驶","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4579":"人工智能","BK4553":"喜马拉雅资本持仓","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4139":"生物科技","SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217746440","content_text":"Wall Street ended lower on Friday as the war in Ukraine overshadowed an acceleration in U.S. jobs growth last month that pointed to strength in the economy.Most of the 11 major S&P sector indexes declined, with financials leading the way with a 2% drop as investors worried about how the West's sanctions against Moscow may affect the international financial system.The S&P 500 banks index fell 3.35%, bringing its loss for the week to nearly 9%, its worst weekly decline since June 2020.Equities globally were weaker, with safe-haven assets in demand after Russian forces seized Europe's biggest nuclear power plant in what Washington called a reckless assault that risked catastrophe.The Labor Department's closely watched employment report showed jobs grew by a more than expected 678,000 last month and that the unemployment rate fell to 3.8%, the lowest since February 2020.\"Three or four weeks ago, we would have thought that this is an incredibly important number. But given the backdrop and the overall events that are happening in Europe, it's just not,\" said Zachary Hill, head of portfolio management at Horizon Investments in Charlotte.\"The potential for escalation in the hot war, the potential for a growth impact in Europe and more broadly, and knock-on effects on the commodity channel and inflation are taking up all of investors' time and energy,\" Hill said.Amazon.com Inc , Apple Inc, Google owner-Alphabet Inc and Microsoft Corp all lost more than 1%.The crisis in Ukraine boosted energy stocks as crude prices and other commodities rallied on the back of sanctions against Russia, a major oil producer. The S&P 500 energy sector jumped 2.85% and gained about 9% for the week.Richly valued growth stocks have faced the brunt of the recent selloff, with the S&P 500 growth index    down 1.3% on Friday. The value index    declined 0.3%.The Dow Jones Industrial Average fell 0.53% to end at 33,614.8 points, while the S&P 500    lost 0.79% to 4,328.87.The Nasdaq Composite dropped 1.66% to 13,313.44.For the week, the S&P 500 and Dow both fell 1.3%, while the Nasdaq gave up 2.8%.Federal Reserve Chair Jerome Powell said this week he would support a 25-basis-point interest rate increase at the central bank's March 15-16 policy meeting and would be \"prepared to move more aggressively\" later if inflation does not abate as fast as expected.Soaring commodity prices have raised fears of even greater inflation, which could prompt the Fed to hike interest rates more aggressively.Shares of WW International, formerly Weight Watchers, dropped over 8% after the Federal Trade Commission said the company \"illegally\" collected personal information from children without parental permission.Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.The S&P 500 posted 38 new 52-week highs and 27 new lows; the Nasdaq Composite recorded 44 new highs and 406 new lows.Volume on U.S. exchanges was 13.9 billion shares, compared to a 20-day average of 12.6 billion, according to Refinitiv data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966015952,"gmtCreate":1669344915376,"gmtModify":1676538186538,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966015952","repostId":"1123188420","repostType":4,"repost":{"id":"1123188420","kind":"news","pubTimestamp":1669347495,"share":"https://ttm.financial/m/news/1123188420?lang=&edition=fundamental","pubTime":"2022-11-25 11:38","market":"us","language":"en","title":"World Cup Mania Is Here: 2 Stocks That Are Poised to Gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1123188420","media":"TipRanks","summary":"The World Cup – the biggest global sporting event – kicked off on Sunday in Qatar. Despite the tourn","content":"<div>\n<p>The World Cup – the biggest global sporting event – kicked off on Sunday in Qatar. Despite the tournament’s controversial location, the soccer (or as it is known by the rest of the world, football) ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/world-cup-mania-is-here-2-stocks-that-are-poised-to-gain\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>World Cup Mania Is Here: 2 Stocks That Are Poised to Gain</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\">\nWorld Cup Mania Is Here: 2 Stocks That Are Poised to Gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-25 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/world-cup-mania-is-here-2-stocks-that-are-poised-to-gain><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The World Cup – the biggest global sporting event – kicked off on Sunday in Qatar. Despite the tournament’s controversial location, the soccer (or as it is known by the rest of the world, football) ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/world-cup-mania-is-here-2-stocks-that-are-poised-to-gain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EA":"艺电","FUBO":"fuboTV Inc."},"source_url":"https://www.tipranks.com/news/article/world-cup-mania-is-here-2-stocks-that-are-poised-to-gain","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123188420","content_text":"The World Cup – the biggest global sporting event – kicked off on Sunday in Qatar. Despite the tournament’s controversial location, the soccer (or as it is known by the rest of the world, football) extravaganza is expected to draw an audience of billions who will tune in to watch icons such as Lionel Messi, Christiano Ronaldo and Kylian Mbappe attempt to get their hands on the Jules Rimet trophy and write their names and their countries’ fellow representatives into history.Just for context, the previous 2018 World Cup saw an audience of over 3.6 billion people watch matches, with the final drawing 1.12 billion viewers – that’s more than 5x above the viewing figures for the 2022 Super Bowl.Such a global happening is bound to have commercial implications and could be advantageous to certain categories. To which ones exactly? Streaming platforms, online betting, soccer video games, digital advertising and sporting goods/apparel, all come readily to mind as segments which could benefit.With this in mind, we delved into the TipRanks database and pulled up two names which could get a boost from this global sporting festival. Let’s kick off.Electronic Arts (EA)Attempting to emulate the skills of global sports gods is a favorite pastime for gamers and the first stock will look at is an expert at providing such thrills. Electronic Arts is one of the video gaming space’s titans and a home computer gaming trailblazer.Specifically relating to the World Cup, its EA Sports titles include the FIFA soccer game in addition to titles such as NBA Live, Madden NFL, and NHL. The portfolio, however, extends beyond just sports titles, and includes some of gaming’s most well-known brands like Apex Legends, Battlefield, Need for Speed, and Plants vs. Zombies, amongst others.After benefiting immensely from the work-from-home trend during the pandemic, the reopening and then the economic downturn have been headwinds for the gaming industry as sales have cooled down in 2022.As such, EA’s latest quarterly report, for the second fiscal quarter (September quarter) was a mixed affair. Net bookings fell by 5.4% year-over-year to $1.75 billion, missing the Street’s forecast by $30 million, while the company also lowered its FY 2023 net bookings outlook from the range between $7.90 billion to $8.10 billion to the range between $7.65 billion and $7.85 billion. The Street’s forecast stood at $7.97 billion.However, the company beat expectations on the bottom-line with EPS of $1.07 coming in ahead of the $1.00 consensus estimate. Moreover, the company raised its FY 2023 EPS forecast to around $3.11-$3.34 from the prior guidance of $2.79-$2.87.Wedbush analyst Michael Pachter makes note of the strong performance in the current quarter from the game which stands to benefit the most from the World Cup.“FIFA is off to a record start so far this quarter, and the company announced several initiatives to drive Ultimate Team engagement as the tournament progresses over the remainder of the quarter,” the analyst said. “We’re confident in EA’s ability to grow the franchise in a World Cup year, and especially confident in its ability to grow this quarter, which is historically strong on its own… We continue to believe that the video game industry is undervalued, having historically traded at a significant premium to the market multiple.”To this end, Pachter rates EA shares an Outperform (i.e. Buy) while his $164 price target makes room for 12-month gains of 25%.Looking at the consensus breakdown, based on 9 Buy ratings vs. 4 Holds, EA receives a Moderate Buy consensus rating.fuboTV (FUBO)Let’s now look at a stock that stands to benefit in a different way from the World Cup. FuboTV is a streaming platform, and one that is mainly focused on sports.In fact, upon its launch in 2015, the streaming service was focused solely on soccer, but in 2017 changed tack to become an all-sports service and later, targeting the cord-cutting trend morphed into a virtual multichannel video programming distributor (vMVPD) model offering also non-sports programs. That said, sports remain the main focal point and depending on region (the service is available in the U.S., Canada and Spain), subscribers can watch EPL, NBA, MLB, NFL, NHL, MLS, CPL games as well as international football.Those subscribers have been growing with each quarter as was the case again in Q3. North American subscribers rose by 31% year-over-year to a record 1,231,000, while international subs reached 358,000. All this helped the company generate revenue of $225 million, above the $213 million expected on Wall Street.Ongoing growth aside, the problem for FUBO has been one of profitability – or lack thereof – a situation the company hopes to fix by 2025. While the continued losses, along with other issues such as rising competition and the effects of inflation are worries for Wedbush’s Michael Pachter, the analyst believes the fact FUBO raised its revenue and subscriber outlook when it released the Q3 metrics is indicative of how the company can make headway on account of the games.“We think management’s confidence around Q4 results in due in part to increased political advertising, as well as the anticipated uptick in subscribers driven by the upcoming World Cup, which fuboTV will uniquely be broadcasting in 4K,” Pachter explained. “Given the upside and downside risk, we think the current share price affords a compelling entry point.”To this end, Pachter has an Outperform (i.e. Buy) rating for FUBO shares, backed by a $5 price target. There’s plenty of upsides – 80% to be exact – should the target be met over the next 12 months.Overall, with 3 Buy and Hold ratings, each, the stock claims a Moderate Buy consensus view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985404577,"gmtCreate":1667435855799,"gmtModify":1676537917122,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985404577","repostId":"1124568203","repostType":2,"repost":{"id":"1124568203","kind":"news","pubTimestamp":1667433606,"share":"https://ttm.financial/m/news/1124568203?lang=&edition=fundamental","pubTime":"2022-11-03 08:00","market":"us","language":"en","title":"Apple Now Valued at More Than Amazon, Alphabet and Meta — Combined","url":"https://stock-news.laohu8.com/highlight/detail?id=1124568203","media":"MarketWatch","summary":"Apple Inc. shares have held up far better than those of its Big Tech peers over the past month, and ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/f49e61e893d9c472d02d149b2fa866b5\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Apple Inc. shares have held up far better than those of its Big Tech peers over the past month, and that’s helped the company to a staggering feat: The smartphone giant is now worth more than Alphabet Inc., Amazon.com Inc. and Meta Platforms Inc. combined.</p><p>Apple finished Wednesday’s session with a $2.307 trillion market capitalization, according to Dow Jones Market Data. Alphabet, Amazon and Meta were worth a combined $2.306 trillion.</p><p>The comparison was flagged on Twitter by financial YouTuber Joseph Carlson.</p><p>The contrast illustrates the sharp comedown in technology shares this year. Apple was worth $2.913 trillion to close out 2021, according to Dow Jones Market Data. The grouping of Alphabet, Amazon and Meta was worth $4.410 trillion at that time.</p><p>Apple’s stock has outperformed those of its three tech peers over both the past month and the course of 2022.</p><p>Shares of Apple are up 4.9% in the past month, while shares of Alphabet are down 9.1%, shares of Amazon are off 18.5% and shares of Meta are down 33.3%. On a year-to-date basis, Apple’s stock has lost 18.3%, while Alphabet’s has declined 40.5%, Amazon’s has fallen 44.7% and Meta’s has plunged 73.1%.</p><p>Apple’s stock has also had a better start to the week than any of those other three Big Tech names, though all four are down.</p><p>The four companies each reported earnings last week, and only Apple’s numbers were met with a positive stock reaction. Since then, Meta fell below a $300 billion valuation for the first time since February 2016. It was valued at $240 billion as of Wednesday’s close.</p><p>Meanwhile, Amazon’s stock has declined in each of the past six trading sessions, and the company on Tuesday fell out of trillion-dollar territory for the first time since April 2020.</p><p>Bernstein analyst Mark Shmulik recently highlighted the challenges facing the big internet companies in what he called an “autopsy” of their latest results. He noted that Alphabet, Amazon and Meta now have to show “perfection” as they all have diversified businesses and investors are more prone to nitpicking signs of weakness in any one of those area amid this choppy market climate.</p></body></html>","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>Apple Now Valued at More Than Amazon, Alphabet and Meta — Combined</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 Now Valued at More Than Amazon, Alphabet and Meta — Combined\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/apple-now-valued-at-more-than-amazon-alphabet-and-meta-combined-11667430617?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc. shares have held up far better than those of its Big Tech peers over the past month, and that’s helped the company to a staggering feat: The smartphone giant is now worth more than Alphabet...</p>\n\n<a href=\"https://www.marketwatch.com/story/apple-now-valued-at-more-than-amazon-alphabet-and-meta-combined-11667430617?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AAPL":"苹果","AMZN":"亚马逊","META":"Meta Platforms, Inc."},"source_url":"https://www.marketwatch.com/story/apple-now-valued-at-more-than-amazon-alphabet-and-meta-combined-11667430617?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124568203","content_text":"Apple Inc. shares have held up far better than those of its Big Tech peers over the past month, and that’s helped the company to a staggering feat: The smartphone giant is now worth more than Alphabet Inc., Amazon.com Inc. and Meta Platforms Inc. combined.Apple finished Wednesday’s session with a $2.307 trillion market capitalization, according to Dow Jones Market Data. Alphabet, Amazon and Meta were worth a combined $2.306 trillion.The comparison was flagged on Twitter by financial YouTuber Joseph Carlson.The contrast illustrates the sharp comedown in technology shares this year. Apple was worth $2.913 trillion to close out 2021, according to Dow Jones Market Data. The grouping of Alphabet, Amazon and Meta was worth $4.410 trillion at that time.Apple’s stock has outperformed those of its three tech peers over both the past month and the course of 2022.Shares of Apple are up 4.9% in the past month, while shares of Alphabet are down 9.1%, shares of Amazon are off 18.5% and shares of Meta are down 33.3%. On a year-to-date basis, Apple’s stock has lost 18.3%, while Alphabet’s has declined 40.5%, Amazon’s has fallen 44.7% and Meta’s has plunged 73.1%.Apple’s stock has also had a better start to the week than any of those other three Big Tech names, though all four are down.The four companies each reported earnings last week, and only Apple’s numbers were met with a positive stock reaction. Since then, Meta fell below a $300 billion valuation for the first time since February 2016. It was valued at $240 billion as of Wednesday’s close.Meanwhile, Amazon’s stock has declined in each of the past six trading sessions, and the company on Tuesday fell out of trillion-dollar territory for the first time since April 2020.Bernstein analyst Mark Shmulik recently highlighted the challenges facing the big internet companies in what he called an “autopsy” of their latest results. He noted that Alphabet, Amazon and Meta now have to show “perfection” as they all have diversified businesses and investors are more prone to nitpicking signs of weakness in any one of those area amid this choppy market climate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983387437,"gmtCreate":1666152906629,"gmtModify":1676537714944,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Sell apple l, buy Iphone instead&nbsp;","listText":"Sell apple l, buy Iphone instead&nbsp;","text":"Sell apple l, buy Iphone instead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983387437","repostId":"1163149585","repostType":2,"repost":{"id":"1163149585","kind":"news","pubTimestamp":1666188491,"share":"https://ttm.financial/m/news/1163149585?lang=&edition=fundamental","pubTime":"2022-10-19 22:08","market":"us","language":"en","title":"Apple Earnings Are Likely To Bomb Going Forward","url":"https://stock-news.laohu8.com/highlight/detail?id=1163149585","media":"Seeking Alpha","summary":"SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. B","content":"<html><head></head><body><h2>Summary</h2><ul><li>Apple is going against astounding year-over-year comps from 2021&#39;s free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?</li><li>2021 was &#34;peak everything&#34; for consumers, with spending on consumer goods like Apple&#39;s products being a key bellwether.</li><li>Apple&#39;s U-turn on its planned iPhone production ramp is a clear early warning signal for earnings to decline, but few investors are listening.</li><li>Apple has also been a prime beneficiary of tax cuts, QE, and stimulus, while the underlying net income of its business looks more sluggish and cyclical.</li><li>While Apple is a decent business, you should not get sucked into paying high PE ratios for popular stocks with earnings at cyclical peaks, or your portfolio will likely suffer the consequences.</li></ul><p>Some buy-and-hold investors may consider this blasphemy, but since late 2019 Apple&#39;s (NASDAQ:AAPL) stock price has grown increasingly disconnected from the reality of its underlying business. Apple&#39;s stock is ground zero for investors that expect stimulus-fueled levels of consumer spending to last forever. In reality, investors are tripping over each other to pay a peak multiple for consumer discretionary stocks like AAPL at peak earnings. This is unlikely to succeed as an investing strategy. To this point, the present valuation of Apple is a gift to investors, who now have the opportunity to sell while the stock is overvalued and allocate money elsewhere.</p><p><img src=\"https://static.tigerbbs.com/c74fbc6467060e07ea0d8b8477c0a63f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h3>The Pandemic Didn&#39;t Fundamentally Change Apple&#39;s Business</h3><p>Of course, Apple is a profitable business. But the beauty of looking at Apple&#39;s income statement is that it can tell you why the company is making more money and whether the share price is increasing faster or slower than the business.</p><p>Apple&#39;s share price shows powerful gains, trading for about 5.9x more than it did 10 years ago.</p><p>EPS is up a lot over the last 10 years (3.8x), but not as much as the share price.</p><p>And EPS, in turn, is up a lot more than net income (2.4x).</p><p>When you subtract out corporate tax cuts and the benefit from lower interest rates, earnings are only 2.1x the levels of 10 years ago.</p><p>Moreover, nearly all of this growth has come recently during the pandemic. From 2012 to 2019, earnings before interest and taxes had only grown about 16%! The rest was all from tax cuts, lower interest rates, stimulus, and Apple&#39;s buyback. Not to discount the wisdom of buybacks in general- it was great when Apple was buying its shares back at like 10x earnings. But recently at 30x earnings? Not so much!</p><p>It&#39;s strange when you think about it, but Apple&#39;s story has been similarly borne out among thousands of companies with the same trend of Market Cap Growth &gt; EPS Growth&gt; Net Income Growth&gt; EBIT Growth. Valuations have risen faster than earnings, which in turn have been juiced by stimulus, falling interest rates, and deficit-financed corporate tax cuts. In the end, investors are getting a lot of sizzle and not much steak.</p><p>If you&#39;re buying Apple here, you really need a compelling reason why Apple&#39;s business has fundamentally improved since 2019. I don&#39;t see one, besides people getting free money from the government. iPhone sales have been higher post-pandemic than previously, but consider that the US government handed out approximately $10,000 per family in stimulus in 2021. That&#39;s tax-free cash in addition to wages 95% of people were making working in 2021, so it was generally pure profit to recipients. In addition, remember that consumers had limited choices for travel, entertainment, and events, which directed spending towards consumer goods like Apple&#39;s.</p><p>But what will happen to consumer spending this holiday season without $10,000 per family in free money and with raging inflation squeezing budgets? A massive miss in profits for consumer discretionary companies is the most likely outcome. Analysts are now slowly starting the process of revising Apple&#39;s earnings estimates down. The danger here is deceptive, as evidenced by the recent earnings misses of Adobe (ADBE), FedEx (FDX), and Restoration Hardware (RH) that reported off-cycle. Traders are excited because banks like Bank of America (BAC) reported higher profits from the Fed&#39;s interest rate hiking campaign. However, as the earnings cycle turns to consumer discretionary and tech there will likely be a bunch of stocks getting routed, with high-profile stocks like Apple and Amazon (AMZN) being likely victims.</p><h3>What To Expect From Apple&#39;s Earnings: Not Sustainable</h3><p>Apple reports quarterly earnings after the market closes on Thursday, October 27th. As always, Apple&#39;s report will be followed by their quarterly earnings call (and posted on Seeking Alpha shortly after). Analysts expect earnings of $1.27 for the quarter. Apple no longer gives earnings guidance- there&#39;s no requirement to do so even though they did so in the past. But this causes investors to get too excited about Apple&#39;s prospects rather than actually looking at the numbers. For investors to expect profits to simply level off with the rug pulled on stimulus is naive. Even before the recent revisions, Wall Street analysts had only projected mid-single-digit EPS growth for Apple over the next few years. That&#39;s not a huge vote of confidence. If you take these estimates at face value, Apple trades for over 22x next fiscal year&#39;s earnings with middling growth prospects. By contrast, the S&amp;P 500 currently trades for about 15.6x analyst earnings estimates and has roughly equal growth prospects. The long-running story for Apple of course has been growth in services revenue, but I expect that to slow dramatically as the amount they can squeeze Google (GOOG) dramatically slows. If Apple can tell TSMC (TSM) no on price increases, then Google can likely do the same for Apple.</p><p>This wouldn&#39;t be so bad except for the likelihood that earnings estimates are wildly inflated due to the massive stimulus in 2021. Once you account for the stimulus, I don&#39;t think there&#39;s much that fundamentally changed for Apple, its products, or its business prospects. In fact, people are likely to delay upgrading iPhones for years since they upgraded en masse in 2021 and early 2022. Apple is oddly out of step with the rest of the industry on this- they recently had to pull a U-turn on a planned 7% ramp in production. We can draw some clues on demand from the broader semiconductor market, with Micron (MU) and Nvidia (NVDA) acknowledging the slowdown in September, with Intel (INTC) announcing weak results and job cuts shortly after. Taiwan Semiconductor announced results a few days ago and warned of weakening demand. There&#39;s also the issue of the strong dollar, which eats away at Apple&#39;s US dollar profits on sales made outside the US. If past cycles are any guide, earnings for mature consumer-centric companies like Apple are likely to fall substantially. Without stimulus, AAPL&#39;s earnings could easily trend back to a bit above its pre-pandemic numbers, pushing the stock below $100 and likely below $75. There are severe, structural problems with the ability of consumers to continue to spend at the rate they are, and consumer discretionary companies are on the frontlines of this change. Raging inflation, lack of stimulus, declines in real earnings, etc., all have a hand in this. And when the hammer eventually drops on student loan forbearance, that&#39;s another 1% or more of the national income sucked back into the U.S. Treasury- equivalent to a fairly broad income tax hike.</p><h3>Mega Cap Tech Valuations: Signal And Noise</h3><p>There&#39;s a classic experiment in statistics where if you put a bunch of people&#39;s guesses together, the highest numbers are likely to be overestimated, while the lowest numbers are likely to be underestimated. For example, if we poll 100 people on how many jellybeans are in a jar or what the margin of victory will be for a candidate in the midterm elections, the highest estimates are likely to be wrong. The high estimates tend to have more noise in them than the ones in the middle. Financial markets aren&#39;t so different. Research shows companies that have the world&#39;s largest market caps tend to subsequently underperform. High P/E ratios combined with high-popularity stocks end up being far more noise than signal and are best avoided.</p><p>Apple is the world&#39;s most valuable company, and it has been this way for a while. But in contrast to my previous research on the disposition effect and Apple stock being worth more than the business as late as 2019, you simply can&#39;t justify the near tripling in price since then. By contrast, you can sell Apple and put your money in a basket of small-cap stocks (IJR) that are trading at similar valuations to 2019. Don&#39;t be fooled by stocks that see huge gains in share price without corresponding growth in the underlying business. History shows that doing this means you&#39;ll be consigned to years of low or negative returns.</p><h3>Bottom Line</h3><p>For a variety of reasons that are unlikely to prove sustainable, Apple has nearly tripled in price since the summer of 2019. Seeking Alpha&#39;s quant model gives the stock an F for valuation and a D+ for growth. This mirrors the lack of enthusiasm for Wall Street analysts on Apple&#39;s growth prospects. AAPL is now among the most overvalued large-cap names. Investors should consider selling and either allocating to Treasury bills that pay 4-4.5% annually, or to small-cap stocks that trade for less than half the valuation of Apple. Do you agree? Feel free to share your thoughts in the comments!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Earnings Are Likely To Bomb Going Forward</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 Earnings Are Likely To Bomb Going Forward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4547242-apple-earnings-are-likely-to-bomb-going-forward><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?...</p>\n\n<a href=\"https://seekingalpha.com/article/4547242-apple-earnings-are-likely-to-bomb-going-forward\">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/4547242-apple-earnings-are-likely-to-bomb-going-forward","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163149585","content_text":"SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?2021 was \"peak everything\" for consumers, with spending on consumer goods like Apple's products being a key bellwether.Apple's U-turn on its planned iPhone production ramp is a clear early warning signal for earnings to decline, but few investors are listening.Apple has also been a prime beneficiary of tax cuts, QE, and stimulus, while the underlying net income of its business looks more sluggish and cyclical.While Apple is a decent business, you should not get sucked into paying high PE ratios for popular stocks with earnings at cyclical peaks, or your portfolio will likely suffer the consequences.Some buy-and-hold investors may consider this blasphemy, but since late 2019 Apple's (NASDAQ:AAPL) stock price has grown increasingly disconnected from the reality of its underlying business. Apple's stock is ground zero for investors that expect stimulus-fueled levels of consumer spending to last forever. In reality, investors are tripping over each other to pay a peak multiple for consumer discretionary stocks like AAPL at peak earnings. This is unlikely to succeed as an investing strategy. To this point, the present valuation of Apple is a gift to investors, who now have the opportunity to sell while the stock is overvalued and allocate money elsewhere.Data by YChartsThe Pandemic Didn't Fundamentally Change Apple's BusinessOf course, Apple is a profitable business. But the beauty of looking at Apple's income statement is that it can tell you why the company is making more money and whether the share price is increasing faster or slower than the business.Apple's share price shows powerful gains, trading for about 5.9x more than it did 10 years ago.EPS is up a lot over the last 10 years (3.8x), but not as much as the share price.And EPS, in turn, is up a lot more than net income (2.4x).When you subtract out corporate tax cuts and the benefit from lower interest rates, earnings are only 2.1x the levels of 10 years ago.Moreover, nearly all of this growth has come recently during the pandemic. From 2012 to 2019, earnings before interest and taxes had only grown about 16%! The rest was all from tax cuts, lower interest rates, stimulus, and Apple's buyback. Not to discount the wisdom of buybacks in general- it was great when Apple was buying its shares back at like 10x earnings. But recently at 30x earnings? Not so much!It's strange when you think about it, but Apple's story has been similarly borne out among thousands of companies with the same trend of Market Cap Growth > EPS Growth> Net Income Growth> EBIT Growth. Valuations have risen faster than earnings, which in turn have been juiced by stimulus, falling interest rates, and deficit-financed corporate tax cuts. In the end, investors are getting a lot of sizzle and not much steak.If you're buying Apple here, you really need a compelling reason why Apple's business has fundamentally improved since 2019. I don't see one, besides people getting free money from the government. iPhone sales have been higher post-pandemic than previously, but consider that the US government handed out approximately $10,000 per family in stimulus in 2021. That's tax-free cash in addition to wages 95% of people were making working in 2021, so it was generally pure profit to recipients. In addition, remember that consumers had limited choices for travel, entertainment, and events, which directed spending towards consumer goods like Apple's.But what will happen to consumer spending this holiday season without $10,000 per family in free money and with raging inflation squeezing budgets? A massive miss in profits for consumer discretionary companies is the most likely outcome. Analysts are now slowly starting the process of revising Apple's earnings estimates down. The danger here is deceptive, as evidenced by the recent earnings misses of Adobe (ADBE), FedEx (FDX), and Restoration Hardware (RH) that reported off-cycle. Traders are excited because banks like Bank of America (BAC) reported higher profits from the Fed's interest rate hiking campaign. However, as the earnings cycle turns to consumer discretionary and tech there will likely be a bunch of stocks getting routed, with high-profile stocks like Apple and Amazon (AMZN) being likely victims.What To Expect From Apple's Earnings: Not SustainableApple reports quarterly earnings after the market closes on Thursday, October 27th. As always, Apple's report will be followed by their quarterly earnings call (and posted on Seeking Alpha shortly after). Analysts expect earnings of $1.27 for the quarter. Apple no longer gives earnings guidance- there's no requirement to do so even though they did so in the past. But this causes investors to get too excited about Apple's prospects rather than actually looking at the numbers. For investors to expect profits to simply level off with the rug pulled on stimulus is naive. Even before the recent revisions, Wall Street analysts had only projected mid-single-digit EPS growth for Apple over the next few years. That's not a huge vote of confidence. If you take these estimates at face value, Apple trades for over 22x next fiscal year's earnings with middling growth prospects. By contrast, the S&P 500 currently trades for about 15.6x analyst earnings estimates and has roughly equal growth prospects. The long-running story for Apple of course has been growth in services revenue, but I expect that to slow dramatically as the amount they can squeeze Google (GOOG) dramatically slows. If Apple can tell TSMC (TSM) no on price increases, then Google can likely do the same for Apple.This wouldn't be so bad except for the likelihood that earnings estimates are wildly inflated due to the massive stimulus in 2021. Once you account for the stimulus, I don't think there's much that fundamentally changed for Apple, its products, or its business prospects. In fact, people are likely to delay upgrading iPhones for years since they upgraded en masse in 2021 and early 2022. Apple is oddly out of step with the rest of the industry on this- they recently had to pull a U-turn on a planned 7% ramp in production. We can draw some clues on demand from the broader semiconductor market, with Micron (MU) and Nvidia (NVDA) acknowledging the slowdown in September, with Intel (INTC) announcing weak results and job cuts shortly after. Taiwan Semiconductor announced results a few days ago and warned of weakening demand. There's also the issue of the strong dollar, which eats away at Apple's US dollar profits on sales made outside the US. If past cycles are any guide, earnings for mature consumer-centric companies like Apple are likely to fall substantially. Without stimulus, AAPL's earnings could easily trend back to a bit above its pre-pandemic numbers, pushing the stock below $100 and likely below $75. There are severe, structural problems with the ability of consumers to continue to spend at the rate they are, and consumer discretionary companies are on the frontlines of this change. Raging inflation, lack of stimulus, declines in real earnings, etc., all have a hand in this. And when the hammer eventually drops on student loan forbearance, that's another 1% or more of the national income sucked back into the U.S. Treasury- equivalent to a fairly broad income tax hike.Mega Cap Tech Valuations: Signal And NoiseThere's a classic experiment in statistics where if you put a bunch of people's guesses together, the highest numbers are likely to be overestimated, while the lowest numbers are likely to be underestimated. For example, if we poll 100 people on how many jellybeans are in a jar or what the margin of victory will be for a candidate in the midterm elections, the highest estimates are likely to be wrong. The high estimates tend to have more noise in them than the ones in the middle. Financial markets aren't so different. Research shows companies that have the world's largest market caps tend to subsequently underperform. High P/E ratios combined with high-popularity stocks end up being far more noise than signal and are best avoided.Apple is the world's most valuable company, and it has been this way for a while. But in contrast to my previous research on the disposition effect and Apple stock being worth more than the business as late as 2019, you simply can't justify the near tripling in price since then. By contrast, you can sell Apple and put your money in a basket of small-cap stocks (IJR) that are trading at similar valuations to 2019. Don't be fooled by stocks that see huge gains in share price without corresponding growth in the underlying business. History shows that doing this means you'll be consigned to years of low or negative returns.Bottom LineFor a variety of reasons that are unlikely to prove sustainable, Apple has nearly tripled in price since the summer of 2019. Seeking Alpha's quant model gives the stock an F for valuation and a D+ for growth. This mirrors the lack of enthusiasm for Wall Street analysts on Apple's growth prospects. AAPL is now among the most overvalued large-cap names. Investors should consider selling and either allocating to Treasury bills that pay 4-4.5% annually, or to small-cap stocks that trade for less than half the valuation of Apple. Do you agree? Feel free to share your thoughts in the comments!","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088263216,"gmtCreate":1650350210052,"gmtModify":1676534703060,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Amazon share price have been flat for a long period, now the valuation is cheaper than a year ago given the revenue and eps have raised.","listText":"Amazon share price have been flat for a long period, now the valuation is cheaper than a year ago given the revenue and eps have raised.","text":"Amazon share price have been flat for a long period, now the valuation is cheaper than a year ago given the revenue and eps have raised.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088263216","repostId":"1167228649","repostType":4,"repost":{"id":"1167228649","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":1651112737,"share":"https://ttm.financial/m/news/1167228649?lang=&edition=fundamental","pubTime":"2022-04-28 10:25","market":"us","language":"en","title":"Amazon Earnings Preview: Sales May Slow; Cloud, Advertising Intact","url":"https://stock-news.laohu8.com/highlight/detail?id=1167228649","media":"Tiger Newspress","summary":"Amazon is slated to report its first-quarter 2022 results after the closing bell on Thursday, April ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> is slated to report its first-quarter 2022 results after the closing bell on Thursday, April 28.</p><p>Wall Street expects Q1 revenue to rise 7.2% year over year. Analysts also project earnings per share to drop 46%.</p><p><b>Latest Results</b></p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> reported Q4 EPS of $27.75. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.</p><p>Profits rose to $14.3 billion, from $7.2 billion a year ago. Amazon said profits nearly doubled in the critical holiday period, as the company managed to control labor and supply costs better than expected and saw gains in its cloud-computing and advertising businesses.</p><p>The financial results were a surprise to some analysts who expected earnings to be more subdued as Amazon dealt with rising costs on a variety of fronts.</p><p><b>Amazon Q1 Guidance</b></p><p>Net sales are expected to be between $112.0 billion and $117.0 billion, or to grow between 3% and 8% compared with first-quarter 2021. This guidance anticipates an unfavorable impact of approximately 150 basis points from foreign exchange rates.</p><p>Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in first quarter of 2021. This guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of our servers and networking equipment beginning on January 1, 2022.</p><p>This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded.</p><p><b>Here&#39;s what to watch in Amazon&#39;s upcoming report:</b></p><p>While Amazon doesn&#39;t provide guidance for earnings, it does so for operating income. Management expects first-quarter operating income to range from $3 billion to $6 billion, which represents a decline of 66% to 48% from the year-ago period.</p><p>Amazon sales may continue to be challenged on tougher prior-year comparisons, with 1Q results slowing to near the high end of guidance for a 3-8% increase.</p><p>For context, last big holiday quarter, Amazon&#39;s revenue increased 9% year over year to $137.4 billion, near the high end of the company&#39;s guidance range of $130 billion to $140 billion. By segment, sales in North America and Amazon Web Services rose 9% and 40%, respectively, while those in international edged down 1%.</p><p>Last quarter&#39;s net income was $14.3 billion, or $27.75 per share, up 97% year over year. This result demolished the analyst consensus estimate of $3.58 per share. But that&#39;s because the bottom line got a big boost from a pre-tax valuation gain of $11.8 billion from Amazon&#39;s common stock investment in electric vehicle maker Rivian Automotive, which held its initial public offering (IPO) in November.</p><p><b>Amazon Sales May Slow; Cloud, Advertising Intact</b></p><p>Easing two-year sales comparisons may accelerate the year-over-year growth rate in upcoming quarters. Covid-19 variants and rising costs for labor, transportation and freight are margin headwinds to the retail business, that get offset by strength in higher-margin advertising, subscription and cloud services.</p><p>Cloud growth is anticipated to be 36-37% in constant currency, which would be a modest deceleration from a strong 4Q, and don&#39;t expect any weakness in new signups due to economic and geopolitical concerns. The operating margin could be around 31%, adding over $5.5 billion in operating profit to the overall company figure.</p><p><b>Can Amazon&#39;s Q1 Earnings Be The Inflection Point?</b></p><p>Like other companies that import products, Amazon has been dealing with pandemic-driven global supply chain issues, which have increased costs. Its costs have also risen because of higher employee wages stemming at least in part from a tight labor market.</p><p>The company has been doing a good job controlling the impact on its results of these macroeconomic issues. Moreover, on last quarter&#39;s earnings call, CFO Brian Olsavsky said management expected supply chain issues to have less of an impact on first-quarter results relative to recent results.</p><p>It&#39;s clear that the market has been digesting Amazon&#39;s massive growth acceleration from the pandemic. But, investors should not consider it a &#34;slow down&#34; but rather a healthy normalization.</p><p>Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter, Jassy emphasized:</p><blockquote>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</blockquote><blockquote>Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people&#39;s ability to work.</blockquote><blockquote>And then in late February, with Russia&#39;s invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon&#39;s 2021 Letter to Shareholders)</blockquote><p>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</p><p>Nevertheless, the updated consensus estimates suggest that Amazon&#39;s revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon&#39;s ability to navigate these challenges. Moreover, we think it&#39;s credible that the Street has already priced in the expected weakness in Amazon&#39;s P&amp;L for Q1.</p><p><b>Analyst Opinions</b></p><p>ClearBridge Investments Large Cap Growth Strategy has to say about <a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> in its Q1 2022 investor letter:</p><p>&#34;With <b>Amazon</b>’s capex build largely done in 2020 and 2021, we believe it is now set up to generate robust revenue growth and margin expansion in all three of its key segments: e-commerce, cloud (AWS) and advertising. Amazon rebounded off post-invasion lows on the strength we experienced in e-commerce.&#34;</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> remains confident of the company&#39;s outperformance through FY23. It added, &#34;We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.&#34;</p><p>However, BNP Paribas earned the ire of bullish Amazon holders as it issued Amazon stock&#39;s &#34;first sell rating since 2020.&#34; It highlighted: &#34;Amazon&#39;s capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Earnings Preview: Sales May Slow; Cloud, Advertising Intact</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Earnings Preview: Sales May Slow; Cloud, Advertising Intact\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-28 10:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> is slated to report its first-quarter 2022 results after the closing bell on Thursday, April 28.</p><p>Wall Street expects Q1 revenue to rise 7.2% year over year. Analysts also project earnings per share to drop 46%.</p><p><b>Latest Results</b></p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> reported Q4 EPS of $27.75. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.</p><p>Profits rose to $14.3 billion, from $7.2 billion a year ago. Amazon said profits nearly doubled in the critical holiday period, as the company managed to control labor and supply costs better than expected and saw gains in its cloud-computing and advertising businesses.</p><p>The financial results were a surprise to some analysts who expected earnings to be more subdued as Amazon dealt with rising costs on a variety of fronts.</p><p><b>Amazon Q1 Guidance</b></p><p>Net sales are expected to be between $112.0 billion and $117.0 billion, or to grow between 3% and 8% compared with first-quarter 2021. This guidance anticipates an unfavorable impact of approximately 150 basis points from foreign exchange rates.</p><p>Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in first quarter of 2021. This guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of our servers and networking equipment beginning on January 1, 2022.</p><p>This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded.</p><p><b>Here&#39;s what to watch in Amazon&#39;s upcoming report:</b></p><p>While Amazon doesn&#39;t provide guidance for earnings, it does so for operating income. Management expects first-quarter operating income to range from $3 billion to $6 billion, which represents a decline of 66% to 48% from the year-ago period.</p><p>Amazon sales may continue to be challenged on tougher prior-year comparisons, with 1Q results slowing to near the high end of guidance for a 3-8% increase.</p><p>For context, last big holiday quarter, Amazon&#39;s revenue increased 9% year over year to $137.4 billion, near the high end of the company&#39;s guidance range of $130 billion to $140 billion. By segment, sales in North America and Amazon Web Services rose 9% and 40%, respectively, while those in international edged down 1%.</p><p>Last quarter&#39;s net income was $14.3 billion, or $27.75 per share, up 97% year over year. This result demolished the analyst consensus estimate of $3.58 per share. But that&#39;s because the bottom line got a big boost from a pre-tax valuation gain of $11.8 billion from Amazon&#39;s common stock investment in electric vehicle maker Rivian Automotive, which held its initial public offering (IPO) in November.</p><p><b>Amazon Sales May Slow; Cloud, Advertising Intact</b></p><p>Easing two-year sales comparisons may accelerate the year-over-year growth rate in upcoming quarters. Covid-19 variants and rising costs for labor, transportation and freight are margin headwinds to the retail business, that get offset by strength in higher-margin advertising, subscription and cloud services.</p><p>Cloud growth is anticipated to be 36-37% in constant currency, which would be a modest deceleration from a strong 4Q, and don&#39;t expect any weakness in new signups due to economic and geopolitical concerns. The operating margin could be around 31%, adding over $5.5 billion in operating profit to the overall company figure.</p><p><b>Can Amazon&#39;s Q1 Earnings Be The Inflection Point?</b></p><p>Like other companies that import products, Amazon has been dealing with pandemic-driven global supply chain issues, which have increased costs. Its costs have also risen because of higher employee wages stemming at least in part from a tight labor market.</p><p>The company has been doing a good job controlling the impact on its results of these macroeconomic issues. Moreover, on last quarter&#39;s earnings call, CFO Brian Olsavsky said management expected supply chain issues to have less of an impact on first-quarter results relative to recent results.</p><p>It&#39;s clear that the market has been digesting Amazon&#39;s massive growth acceleration from the pandemic. But, investors should not consider it a &#34;slow down&#34; but rather a healthy normalization.</p><p>Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter, Jassy emphasized:</p><blockquote>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</blockquote><blockquote>Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people&#39;s ability to work.</blockquote><blockquote>And then in late February, with Russia&#39;s invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon&#39;s 2021 Letter to Shareholders)</blockquote><p>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</p><p>Nevertheless, the updated consensus estimates suggest that Amazon&#39;s revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon&#39;s ability to navigate these challenges. Moreover, we think it&#39;s credible that the Street has already priced in the expected weakness in Amazon&#39;s P&amp;L for Q1.</p><p><b>Analyst Opinions</b></p><p>ClearBridge Investments Large Cap Growth Strategy has to say about <a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> in its Q1 2022 investor letter:</p><p>&#34;With <b>Amazon</b>’s capex build largely done in 2020 and 2021, we believe it is now set up to generate robust revenue growth and margin expansion in all three of its key segments: e-commerce, cloud (AWS) and advertising. Amazon rebounded off post-invasion lows on the strength we experienced in e-commerce.&#34;</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> remains confident of the company&#39;s outperformance through FY23. It added, &#34;We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.&#34;</p><p>However, BNP Paribas earned the ire of bullish Amazon holders as it issued Amazon stock&#39;s &#34;first sell rating since 2020.&#34; It highlighted: &#34;Amazon&#39;s capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167228649","content_text":"Amazon is slated to report its first-quarter 2022 results after the closing bell on Thursday, April 28.Wall Street expects Q1 revenue to rise 7.2% year over year. Analysts also project earnings per share to drop 46%.Latest ResultsAmazon reported Q4 EPS of $27.75. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.Profits rose to $14.3 billion, from $7.2 billion a year ago. Amazon said profits nearly doubled in the critical holiday period, as the company managed to control labor and supply costs better than expected and saw gains in its cloud-computing and advertising businesses.The financial results were a surprise to some analysts who expected earnings to be more subdued as Amazon dealt with rising costs on a variety of fronts.Amazon Q1 GuidanceNet sales are expected to be between $112.0 billion and $117.0 billion, or to grow between 3% and 8% compared with first-quarter 2021. This guidance anticipates an unfavorable impact of approximately 150 basis points from foreign exchange rates.Operating income is expected to be between $3.0 billion and $6.0 billion, compared with $8.9 billion in first quarter of 2021. This guidance includes approximately $1.0 billion lower depreciation expense due to increases in the estimated useful lives of our servers and networking equipment beginning on January 1, 2022.This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded.Here's what to watch in Amazon's upcoming report:While Amazon doesn't provide guidance for earnings, it does so for operating income. Management expects first-quarter operating income to range from $3 billion to $6 billion, which represents a decline of 66% to 48% from the year-ago period.Amazon sales may continue to be challenged on tougher prior-year comparisons, with 1Q results slowing to near the high end of guidance for a 3-8% increase.For context, last big holiday quarter, Amazon's revenue increased 9% year over year to $137.4 billion, near the high end of the company's guidance range of $130 billion to $140 billion. By segment, sales in North America and Amazon Web Services rose 9% and 40%, respectively, while those in international edged down 1%.Last quarter's net income was $14.3 billion, or $27.75 per share, up 97% year over year. This result demolished the analyst consensus estimate of $3.58 per share. But that's because the bottom line got a big boost from a pre-tax valuation gain of $11.8 billion from Amazon's common stock investment in electric vehicle maker Rivian Automotive, which held its initial public offering (IPO) in November.Amazon Sales May Slow; Cloud, Advertising IntactEasing two-year sales comparisons may accelerate the year-over-year growth rate in upcoming quarters. Covid-19 variants and rising costs for labor, transportation and freight are margin headwinds to the retail business, that get offset by strength in higher-margin advertising, subscription and cloud services.Cloud growth is anticipated to be 36-37% in constant currency, which would be a modest deceleration from a strong 4Q, and don't expect any weakness in new signups due to economic and geopolitical concerns. The operating margin could be around 31%, adding over $5.5 billion in operating profit to the overall company figure.Can Amazon's Q1 Earnings Be The Inflection Point?Like other companies that import products, Amazon has been dealing with pandemic-driven global supply chain issues, which have increased costs. Its costs have also risen because of higher employee wages stemming at least in part from a tight labor market.The company has been doing a good job controlling the impact on its results of these macroeconomic issues. Moreover, on last quarter's earnings call, CFO Brian Olsavsky said management expected supply chain issues to have less of an impact on first-quarter results relative to recent results.It's clear that the market has been digesting Amazon's massive growth acceleration from the pandemic. But, investors should not consider it a \"slow down\" but rather a healthy normalization.Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter, Jassy emphasized:This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people's ability to work.And then in late February, with Russia's invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon's 2021 Letter to Shareholders)This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.Nevertheless, the updated consensus estimates suggest that Amazon's revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon's ability to navigate these challenges. Moreover, we think it's credible that the Street has already priced in the expected weakness in Amazon's P&L for Q1.Analyst OpinionsClearBridge Investments Large Cap Growth Strategy has to say about Amazon.com, Inc. in its Q1 2022 investor letter:\"With Amazon’s capex build largely done in 2020 and 2021, we believe it is now set up to generate robust revenue growth and margin expansion in all three of its key segments: e-commerce, cloud (AWS) and advertising. Amazon rebounded off post-invasion lows on the strength we experienced in e-commerce.\"Morgan Stanley remains confident of the company's outperformance through FY23. It added, \"We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.\"However, BNP Paribas earned the ire of bullish Amazon holders as it issued Amazon stock's \"first sell rating since 2020.\" It highlighted: \"Amazon's capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010673018,"gmtCreate":1648372409642,"gmtModify":1676534332211,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Good and in depth insight! Both are good companies.","listText":"Good and in depth insight! Both are good companies.","text":"Good and in depth insight! Both are good companies.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010673018","repostId":"2221071429","repostType":4,"repost":{"id":"2221071429","kind":"news","pubTimestamp":1648343569,"share":"https://ttm.financial/m/news/2221071429?lang=&edition=fundamental","pubTime":"2022-03-27 09:12","market":"us","language":"en","title":"Alphabet Vs. Meta: One Is The Much Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2221071429","media":"seekingalpha","summary":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are fa","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/f8682b68644fb0e700ccf73bfd598736\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FotoMaximum/iStock via Getty Images</p><p></p><p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years.</p><p><b> Alphabet And Meta Returns Since 2013</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c7de1c1120c62c3dad9c49e5d4e5a134\" tg-width=\"640\" tg-height=\"112\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>In fact, both have crushed even the red hot Nasdaq during <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.</p><p></p><p><img src=\"https://static.tigerbbs.com/ad549342543f2ced891f57b6c43bb4fd\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>While the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.</p><p>I&#39;ve bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.</p><p>So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.</p><p>However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.</p><h2>The Challenge Facing Digital Marketers Right Now</h2><p></p><p><img src=\"https://static.tigerbbs.com/a556ac1fd6482c83da2db4af6d5b7540\" tg-width=\"640\" tg-height=\"637\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>eMarketer</p><p></p><p>GOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.</p><p>Both GOOG and FB are losing market share to AMZN because Amazon&#39;s ads are 3X as effective at converting to actual sales.</p><p>That&#39;s because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.</p><p>Apple&#39;s (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.</p><p>This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.</p><p>GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.</p><p>AMZN is the least at risk since it relies far less on cookie tracking than its rivals.</p><p>This kind of business model disruption is part of FB and GOOG&#39;s risk profile, which brings us to our first point of comparison.</p><h2>Long-Term Risk Management: Winner Alphabet</h2><p>How do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.</p><h2>Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk</h2><ul><li>4 Things You Need To Know To Profit From ESG Investing</li><li>What Investors Need To Know About Company Long-Term Risk Management (Video)</li></ul><p>Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.</p><ul><li>ESG is NOT &#34;political or personal ethics based investing&#34;</li><li>it&#39;s total long-term risk management analysis</li></ul><blockquote><i><b>ESG is just normal risk by another name.</b></i><i>&#34; Simon MacMahon, head of ESG and corporate governance research, Sustainalytics&#34; - Morningstar</i></blockquote><blockquote><i>ESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.&#34; - S&amp;P</i></blockquote><p>ESG is a measure of risk, not of ethics, political correctness, or personal opinion.</p><p>S&amp;P, Fitch, Moody&#39;s, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&amp;I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency <b>have been using ESG models in their credit ratings for decades.</b></p><ul><li><b>every credit rating for the last 30 years has included these risk models, you just weren&#39;t aware of it </b></li><li>credit and risk management ratings make up 41% of the DK safety and quality model</li><li>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</li></ul><p>Every major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,</p><ul><li>BlackRock</li><li>MSCI</li><li>JPMorgan</li><li>Wells Fargo</li><li>Bank of America</li><li>Deutsche Bank</li><li>virtually every major financial institution in the world</li></ul><p>We use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.</p><p>For context:</p><ul><li>master list average: 62nd percentile</li><li>dividend kings: 63rd percentile</li><li>dividend aristocrats: 67th percentile</li><li>Ultra SWANs: 71st percentile</li></ul><p>The better a company&#39;s risk management consensus the more likely it will be able to adapt to challenges to its business model, as we&#39;re seeing now with GOOG and FB.</p><h4>Meta Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>26.0%</td><td><p>B Industry Laggard, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>0.7%</td><td><p>32.4/100 High-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>88.9%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>18.0%</td><td><p>Very Poor- Stable Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>50.0%</td><td>Average</td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>30.6%</td><td>Below-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>25.4%</td><td>Poor</td></tr><tr><td><b>Consensus</b></td><td><b>33.7%</b></td><td><p><b>Below-Average (verging on poor) - medium risk</b></p></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>The rating agency consensus is that FB is below-average at managing its risk, verging on poor.</p><p>Now contrast that with GOOG.</p><h4>Alphabet Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>53.0%</td><td><p>BBB Average, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>39.7%</td><td><p>24.3/100 Medium-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>85.88%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>47.0%</td><td><p>Average- Positive Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>100.00%</td><td><p>#1 Industry Leader</p></td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>60.88</td><td>Above-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>100%</td><td><p>#1 Industry Leader, #1 Company In America</p></td></tr><tr><td><b>Consensus</b></td><td><b>64.6%</b></td><td><b>Above-Average - low risk </b></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>GOOG doesn&#39;t just manage its long-term risk better than FB, it&#39;s beating FB by 31%.</p><ul><li>far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business model</li></ul><p>And risk-management isn&#39;t the only factor in which GOOG outshines FB by a wide margin.</p><h2>Overall Quality: Winner, Alphabet</h2><p>The Dividend King&#39;s overall quality scores are based on a 241 point model that includes:</p><ul><li><p>dividend safety</p></li><li><p>balance sheet strength</p></li><li><p>credit ratings</p></li><li><p>credit default swap medium-term bankruptcy risk data</p></li><li><p>short and long-term bankruptcy risk</p></li><li><p>accounting and corporate fraud risk</p></li><li><p>profitability and business model</p></li><li><p>growth consensus estimates</p></li><li><p>management growth guidance</p></li><li><p>historical earnings growth rates</p></li><li><p>historical cash flow growth rates</p></li><li><p>historical dividend growth rates</p></li><li><p>historical sales growth rates</p></li><li><p>cost of capital</p></li><li><p>long-term risk-management scores from MSCI, Morningstar, FactSet, S&amp;P, Reuters&#39;/Refinitiv, and Just Capital</p></li><li><p>management quality</p></li><li><p>dividend friendly corporate culture/income dependability</p></li><li><p>long-term total returns (a Ben Graham sign of quality)</p></li><li><p>analyst consensus long-term return potential</p></li></ul><p>It actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.</p><ul><li><p>credit and risk management ratings make up 41% of the DK safety and quality model</p></li><li><p>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</p></li></ul><p>How do we know that our safety and quality model works well?</p><p>During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.</p><p>That&#39;s because we don&#39;t miss anything important about a company&#39;s fundamental safety and quality.</p><p>So how do GOOG and FB stack up on one of the world&#39;s most comprehensive and accurate safety and quality models?</p><h2>Meta: A Speculative 11/19 Quality Blue-Chip</h2><p><b>Meta Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>FB</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Medium Risk (34th industry percentile risk-management consensus)</td><td>Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk</td><td>2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stock</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>FB</b></td><td><b>67%</b></td><td><b>Average Dependability</b></td><td><b>3</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>FB</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>67%</td><td>3/5 average dependability</td></tr><tr><td><b>Total</b></td><td><b>84%</b></td><td><b>11/13 Speculative Blue-Chip</b></td></tr><tr><td>Risk Rating</td><td><p>2/3 Medium Risk</p></td><td></td></tr><tr><td>2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock</td><td><p>20% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><p>And here&#39;s GOOG.</p><h2>Alphabet: A 13/13 Quality Ultra SWAN</h2><p><b>Alphabet Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>GOOG</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Low Risk (65th industry percentile risk-management consensus)</td><td>AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk</td><td>20% OR LESS Max Risk Cap Recommendation</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>GOOG</b></td><td><b>89%</b></td><td><b>Exceptional Dependability</b></td><td><b>5</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>GOOG</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>89%</td><td>5/5 exceptional</td></tr><tr><td><b>Total</b></td><td><b>95%</b></td><td><b>13/13 Ultra SWAN</b></td></tr><tr><td>Risk Rating</td><td>3/3 Low Risk</td><td></td></tr><tr><td>20% OR LESS Max Risk Cap Rec</td><td><p>5% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><ul><li>Meta: 114th highest quality company on the Masterlist: 78th percentile</li><li>Alphabet: 39th highest quality: 92nd percentile</li></ul><p>Both companies are exceptionally high quality given that our company database is one of the best in the world.</p><p>The DK 500 Master List includes the world&#39;s highest quality companies including:</p><ul><li><p>All dividend champions</p></li><li><p>All dividend aristocrats</p></li><li><p>All dividend kings</p></li><li><p>All global aristocrats (such as BTI, ENB, and NVS)</p></li><li><p>All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)</p></li><li>48 of the world&#39;s best growth stocks (on its way to 100)</li></ul><p>But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.</p><p>Why is GOOG the hands-down winner in this quality fight with FB?</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Quality Rating (out Of 13)</b></td><td><b>Quality Score (Out Of 100)</b></td><td><b>Dividend/Balance Sheet Safety Rating (out of 5)</b></td><td><b>Safety Score (Out Of 100)</b></td><td><b>Dependability Rating (Out Of 5)</b></td><td><b>Dependability Score (out Of 100)</b></td></tr><tr><td><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></td><td>11 Speculative Blue-Chip</td><td>84%</td><td>5 Very Safe</td><td>100%</td><td>3 average</td><td>67%</td></tr><tr><td>Alphabet</td><td>13 Ultra SWAN</td><td>95%</td><td>5 Very Safe</td><td>100%</td><td>5 exceptional</td><td>89%</td></tr></tbody></table><p><i>(Source: DK Research Terminal)</i></p><p>Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.</p><h4>Alphabet&#39;s Balance Sheet: AA+ Rated By S&amp;P</h4><p></p><p><img src=\"https://static.tigerbbs.com/a13f13c309fa748452dfea0afb27ebdf\" tg-width=\"491\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>GOOG has $140 billion in cash and just $13 billion in debt.</p><p>Its advanced accounting metrics (F, Z, and M-score) are exceptional.</p><ul><li>F-score is a measure of short-term bankruptcy risk</li><li>4+ is safe, 7+ very safe and GOOG&#39;s is 8</li><li>M-score is 84% to 92% accurate at forecasting long-term bankruptcies</li><li>1.81+ is safe, 3+ is very safe and GOOG&#39;s is 13.04</li><li>M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting</li><li>-1.78 or lower is safe and GOOG&#39;s is -2.48</li></ul><h4>Meta&#39;s Balance Sheet: Effectively AAA</h4><p></p><p><img src=\"https://static.tigerbbs.com/68209d14c736c8328e46572200e82060\" tg-width=\"487\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>The only &#34;debt&#34; Meta has is receivables, it actually carries no long-term debt.</p><p>That is why it&#39;s the largest company on earth that doesn&#39;t pay the $500K per year for a credit rating.</p><p>However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I&#39;m highly confident that it would be AAA-rated.</p><ul><li>because it&#39;s literally not possible for FB to default on debt it doesn&#39;t have</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Credit Rating</b></td><td><b>30-Year Bankruptcy Probability</b></td></tr><tr><td>AAA (Meta)</td><td>0.07%</td></tr><tr><td>AA+ (Alphabet)</td><td>0.29%</td></tr><tr><td>AA</td><td>0.51%</td></tr><tr><td>AA-</td><td>0.55%</td></tr><tr><td>A+</td><td>0.60%</td></tr><tr><td>A</td><td>0.66%</td></tr><tr><td>A-</td><td>2.5%</td></tr><tr><td>BBB+</td><td>5%</td></tr><tr><td>BBB</td><td>7.5%</td></tr><tr><td>BBB-</td><td>11%</td></tr><tr><td>BB+</td><td>14%</td></tr><tr><td>BB</td><td>17%</td></tr><tr><td>BB-</td><td>21%</td></tr><tr><td>B+</td><td>25%</td></tr><tr><td>B</td><td>37%</td></tr><tr><td>B-</td><td>45%</td></tr><tr><td>CCC+</td><td>52%</td></tr><tr><td>CCC</td><td>59%</td></tr><tr><td>CCC-</td><td>65%</td></tr><tr><td>CC</td><td>70%</td></tr><tr><td>C</td><td>80%</td></tr><tr><td>D</td><td>100%</td></tr></tbody></table><p><i>(Sources: S&amp;P, University of St. Petersberg)</i></p><p>This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately</p><ul><li>1 in 1,429 for FB</li><li>1 in 345 for GOOG</li></ul><p>And both companies&#39; balance sheets are expected to keep getting stronger over time.</p><p><b>Alphabet: Consensus $441 Billion In Net Cash By 2027 </b></p><p></p><p><img src=\"https://static.tigerbbs.com/76c3a6843c329c2b16d3839e0e124674\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p><b>Meta: Consensus $71 Billion In Net Cash By 2027</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ec44680d5d8318ba8ed74d4b40ae28e9\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>Now let&#39;s consider profitability, Wall Street&#39;s favorite quality proxy.</p><h2>Profitability: Winner, Meta By A Small Amount</h2><p><b>Meta Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/9e2b501a3cd5bb6da5299422362bed67\" tg-width=\"486\" tg-height=\"342\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p><b>Alphabet Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/926a2ab456d218b3ef8cd49552df5565\" tg-width=\"488\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p>Both companies are profit-minting machines.</p><p></p><p><img src=\"https://static.tigerbbs.com/673b7f04eadaf433b4fe704dda171180\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>These are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.</p><p></p><p><img src=\"https://static.tigerbbs.com/9a1b491d8a76dd73ddc3b2ea13e999c8\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>FB&#39;s free cash flow is expected to keep growing and reach $77 billion in 2027.</p><p>This is expected to result in impressive buybacks in the coming years.</p><ul><li>$219 billion in consensus buybacks through 2027</li><li>38% of shares at current valuations</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/93f9e72220887060384ea19dc975503c\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>GOOG&#39;s annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.</p><ul><li>$380 billion in consensus buybacks through 2027</li><li>21% of shares at current valuations</li></ul><p>Now let&#39;s consider one important profitability metric in particular.</p><p>Return on capital or ROC is Joel Greenblatt&#39;s gold standard proxy for quality and moatiness.</p><p>ROC = pre-tax profit/operating capital (the money it takes to run the business).</p><ul><li>S&amp;P 500&#39;s average in 2021 was 14.6% (average investment pays for itself in 7 years)</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>ROC (Greenblatt)</b></td><td><b>ROC Industry Percentile</b></td><td><b>13-Year Median ROC</b></td><td><b>5-Year ROC Trend (OTC:CAGR)</b></td></tr><tr><td>Meta Platforms</td><td>74%</td><td>65%</td><td>95%</td><td>-16%</td></tr><tr><td>Alphabet</td><td>87%</td><td>67%</td><td>74%</td><td>-7%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In the past year, GOOG&#39;s return on capital was higher than FB&#39;s and it&#39;s also above its 13-year median indicating a more stable moat.</p><p>In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it&#39;s once more the winner.</p><h2>Valuation: Winner, Meta</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Average Fair Value</b></td><td><b>Current Price</b></td><td><b>Discount To Fair Value</b></td><td><b>DK Rating</b></td><td><b>PE 2022</b></td><td><b>PEG 2022</b></td></tr><tr><td>Meta Platforms</td><td>$265.75</td><td>$214.35</td><td>19.6%</td><td>Potentially Reasonable Buy</td><td>17.19</td><td>1.49</td></tr><tr><td>Alphabet</td><td>$3,161.89</td><td>$2,771.92</td><td>12.3%</td><td>Potentially Good Buy</td><td>23.51</td><td>1.67</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.</p><ul><li>20% discount is needed to make FB a potentially good buy given its lower quality and risk profile</li></ul><p>If we back out cash we see that FB is once more the more undervalued company.</p><ul><li>FB EV/EBITDA: 9.5</li><li>GOOG EV/EBITDA: 14.5</li></ul><p>However, both companies are trading at highly attractive valuations.</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>12-Month Consensus Total Return Potential</b></td><td><b>12-Month Fundamentally Justified Upside Total Return Potential</b></td></tr><tr><td>Meta Platforms</td><td>48.47%</td><td>23.98%</td></tr><tr><td>Alphabet</td><td>25.77%</td><td>14.11%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.</p><p>Of course, what happens in the next year doesn&#39;t matter as much as the kind of returns both companies can deliver over the long-term.</p><h2>Long-Term Total Return Potential: Winner, Alphabet</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Yield</b></td><td><b>FactSet Long-Term Consensus Growth Rate</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Risk-Adjusted Expected Return</b></td></tr><tr><td>Meta Platforms</td><td>0.00%</td><td>11.5%</td><td>11.5%</td><td>8.1%</td></tr><tr><td>Alphabet</td><td>0.00%</td><td>14.1%</td><td>14.1%</td><td>9.9%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.</p><table><colgroup></colgroup><tbody><tr><td><b>Investment Strategy</b></td><td><b>Yield</b></td><td><b>LT Consensus Growth</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Long-Term Risk-Adjusted Expected Return</b></td><td><b>Long-Term Inflation And Risk-Adjusted Expected Returns</b></td><td><b>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</b></td><td><p><b>10 Year Inflation And Risk-Adjusted Return</b></p></td></tr><tr><td>Europe</td><td>2.6%</td><td>12.8%</td><td>15.4%</td><td>10.7%</td><td>8.6%</td><td>8.4</td><td>2.27</td></tr><tr><td>Value</td><td>2.1%</td><td>12.1%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.3</td><td>2.10</td></tr><tr><td><b>Alphabet</b></td><td><b>0.0%</b></td><td><b>14.1%</b></td><td><b>14.1%</b></td><td><b>9.9%</b></td><td><b>7.7%</b></td><td><b>9.4</b></td><td>2.10</td></tr><tr><td>High-Yield</td><td>2.8%</td><td>11.3%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.4</td><td>2.10</td></tr><tr><td>High-Yield + Growth</td><td>1.7%</td><td>11.0%</td><td>12.7%</td><td>8.9%</td><td>6.7%</td><td>10.8</td><td>1.91</td></tr><tr><td>Safe Midstream + Growth</td><td>3.3%</td><td>8.5%</td><td>11.8%</td><td>8.3%</td><td>6.1%</td><td>11.8</td><td>1.80</td></tr><tr><td><b>Meta</b></td><td><b>0.0%</b></td><td><b>11.50%</b></td><td><b>11.5%</b></td><td><b>8.1%</b></td><td><b>5.9%</b></td><td><b>12.3</b></td><td>1.77</td></tr><tr><td>Nasdaq (Growth)</td><td>0.8%</td><td>10.7%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Safe Midstream</td><td>5.5%</td><td>6.0%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Dividend Aristocrats</td><td>2.2%</td><td>8.9%</td><td>11.1%</td><td>7.8%</td><td>5.6%</td><td>12.9</td><td>1.72</td></tr><tr><td>REITs + Growth</td><td>1.8%</td><td>8.9%</td><td>10.6%</td><td>7.4%</td><td>5.2%</td><td>13.7</td><td>1.67</td></tr><tr><td>S&amp;P 500</td><td>1.4%</td><td>8.5%</td><td>9.9%</td><td>7.0%</td><td>4.8%</td><td>15.1</td><td>1.59</td></tr><tr><td>Realty Income</td><td>4.6%</td><td>5.2%</td><td>9.8%</td><td>6.9%</td><td>4.7%</td><td>15.4</td><td>1.58</td></tr><tr><td>Dividend Growth</td><td>1.6%</td><td>8.0%</td><td>9.6%</td><td>6.7%</td><td>4.5%</td><td>15.9</td><td>1.56</td></tr><tr><td>REITs</td><td>2.9%</td><td>6.5%</td><td>9.4%</td><td>6.6%</td><td>4.4%</td><td>16.4</td><td>1.54</td></tr><tr><td>60/40 Retirement Portfolio</td><td>2.1%</td><td>5.1%</td><td>7.2%</td><td>5.1%</td><td>2.9%</td><td>24.9</td><td>1.33</td></tr><tr><td>10-Year US Treasury</td><td>2.3%</td><td>0.0%</td><td>2.3%</td><td>1.6%</td><td>-0.5%</td><td>-131.1</td><td>0.95</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both companies are expected to beat the S&amp;P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.</p><p>What kind of difference does 2.6% per year in potential extra returns actually mean for your life?</p><h4>Inflation-Adjusted Consensus Return Forecast: $1,000 Initial Investment</h4><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>7.7% CAGR Inflation-Adjusted S&amp;P Consensus</b></td><td><b>11.9% Inflation-Adjusted GOOG Consensus</b></td><td><b>9.3% CAGR Inflation-Adjusted FB Consensus</b></td><td><b>Difference Between Inflation Adjusted GOOG and FB Consensus Returns</b></td></tr><tr><td>5</td><td>$1,449.03</td><td>$1,756.06</td><td>$1,561.34</td><td>$194.71</td></tr><tr><td>10</td><td>$2,099.70</td><td>$3,083.73</td><td>$2,437.79</td><td>$645.95</td></tr><tr><td>15</td><td>$3,042.53</td><td>$5,415.21</td><td>$3,806.22</td><td>$1,608.99</td></tr><tr><td>20</td><td>$4,408.74</td><td>$9,509.42</td><td>$5,942.82</td><td>$3,566.60</td></tr><tr><td>25</td><td>$6,388.41</td><td>$16,699.08</td><td>$9,278.77</td><td>$7,420.31</td></tr><tr><td>30</td><td>$9,257.02</td><td>$29,324.53</td><td>$14,487.34</td><td>$14,837.19</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.</p><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>Ratio Inflation-Adjusted GOOG and FB Consensus</b></td></tr><tr><td>5</td><td>1.12</td></tr><tr><td>10</td><td>1.26</td></tr><tr><td>15</td><td>1.42</td></tr><tr><td>20</td><td>1.60</td></tr><tr><td>25</td><td>1.80</td></tr><tr><td>30</td><td>2.02</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In fact, GOOG could potentially double FB&#39;s 30-year returns if both companies grow as analysts currently expect.</p><h2>Short &amp; Medium-Term Total Return Potential: Tie</h2><p><b>Meta 2024 Consensus Return Potential </b></p><p></p><p><img src=\"https://static.tigerbbs.com/5f903c32f63dbb4cfa5efa19492b8a0f\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB growing at 11.5% is worth about 20.5X earnings based on the company&#39;s historical PEG ratio.</p><ul><li>analyst 12-month consensus forecast is for 21.9 PE</li></ul><p>This means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&amp;P 500 is likely to generate.</p><p>What about the next five years?</p><h4>S&amp;P 500 2027 Consensus Return Potential</h4><table><colgroup></colgroup><tbody><tr><td><b>Year</b></td><td><b>Upside Potential By End of That Year</b></td><td><b>Consensus CAGR Return Potential By End of That Year</b></td><td><b>Probability-Weighted Return (Annualized)</b></td><td><p><b>Inflation And Risk-Adjusted Expected Returns</b></p></td></tr><tr><td>2027</td><td>34.75%</td><td>6.15%</td><td>4.61%</td><td>1.27%</td></tr></tbody></table><p><i>(Source: DK S&amp;P 500 Valuation And Total Return Tool)</i></p><p>For context, analysts expect 35% returns from the S&amp;P 500, which adjusted for inflation and risk is 1% compared to the market&#39;s historical 6% to 7% real return.</p><h4><b>Meta 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/66d31fef78452199e2961d8d89d65454\" tg-width=\"275\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB could more than double your money if it grows as analysts expect over the next five years.</p><ul><li>3.2X the S&amp;P 500 consensus</li></ul><h2><b>GOOG 2024 Consensus Return Potential </b></h2><p></p><p><img src=\"https://static.tigerbbs.com/bc664bb22e0ba08e06de0e9bbed286c3\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>GOOG could deliver 13% annual returns through 2024 if it grows as expected.</p><p>In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.</p><h4><b>GOOG 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/e36d07a6169cb075678d6646bca01679\" tg-width=\"399\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>Thanks to GOOG&#39;s faster growth rate analysts expect both companies to potentially deliver identical returns.</p><ul><li>about 14% annually over the next five years</li><li>also 3.2X better than the S&amp;P 500</li></ul><h2>Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear Winner</h2><p></p><p><img src=\"https://static.tigerbbs.com/5dea4bc19b8951f30e1b2bea40e989b9\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p><img src=\"https://static.tigerbbs.com/507426f09d401e866c66a1f1dd597e4f\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p></p><p>Both Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.</p><ul><li>far superior valuation</li><li>superior quality</li><li>superior long-term return potential to the S&amp;P 500</li></ul><p>However, when we examine both companies in their entirety one fact is clear.</p><ul><li>GOOG is a higher quality company</li><li>GOOG is a faster-growing company (<i>with potentially 2X better long-term return potential than FB</i>)</li><li>GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)</li><li>GOOG has superior return on capital and a more stable moat</li></ul><p>While FB offers superior valuation and potentially double the short-term return potential, it&#39;s a speculative blue-chip currently going through the largest business pivot in the company&#39;s history.</p><p>In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.</p><p>Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that&#39;s why I have it as a core growth position in my correction plan.</p><p>Not just for the next few weeks, but all of 2022 and beyond.</p><p>Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.</p><blockquote>Luck is what happens when preparation meets, opportunity.&#34; - Roman philosopher Seneca the younger</blockquote></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Vs. Meta: One Is The Much Better Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Vs. Meta: One Is The Much Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 09:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4525":"远程办公概念","BK4554":"元宇宙及AR概念","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4553":"喜马拉雅资本持仓","BK4551":"寇图资本持仓","BK4508":"社交媒体","BK4524":"宅经济概念","BK4573":"虚拟现实","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4507":"流媒体概念","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4566":"资本集团"},"source_url":"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2221071429","content_text":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since 2013Portfolio Visualizer PremiumIn fact, both have crushed even the red hot Nasdaq during one of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.YchartsWhile the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.I've bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.The Challenge Facing Digital Marketers Right NoweMarketerGOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.Both GOOG and FB are losing market share to AMZN because Amazon's ads are 3X as effective at converting to actual sales.That's because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.Apple's (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.AMZN is the least at risk since it relies far less on cookie tracking than its rivals.This kind of business model disruption is part of FB and GOOG's risk profile, which brings us to our first point of comparison.Long-Term Risk Management: Winner AlphabetHow do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk4 Things You Need To Know To Profit From ESG InvestingWhat Investors Need To Know About Company Long-Term Risk Management (Video)Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.ESG is NOT \"political or personal ethics based investing\"it's total long-term risk management analysisESG is just normal risk by another name.\" Simon MacMahon, head of ESG and corporate governance research, Sustainalytics\" - MorningstarESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.\" - S&PESG is a measure of risk, not of ethics, political correctness, or personal opinion.S&P, Fitch, Moody's, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency have been using ESG models in their credit ratings for decades.every credit rating for the last 30 years has included these risk models, you just weren't aware of it credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelEvery major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,BlackRockMSCIJPMorganWells FargoBank of AmericaDeutsche Bankvirtually every major financial institution in the worldWe use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.For context:master list average: 62nd percentiledividend kings: 63rd percentiledividend aristocrats: 67th percentileUltra SWANs: 71st percentileThe better a company's risk management consensus the more likely it will be able to adapt to challenges to its business model, as we're seeing now with GOOG and FB.Meta Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model26.0%B Industry Laggard, Negative TrendMorningstar/Sustainalytics 20 Metric Model0.7%32.4/100 High-RiskReuters'/Refinitiv 500+ Metric Model88.9%GoodS&P 1,000+ Metric Model18.0%Very Poor- Stable TrendJust Capital 19 Metric Model50.0%AverageFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile30.6%Below-AverageJust Capital Global Percentile25.4%PoorConsensus33.7%Below-Average (verging on poor) - medium risk(Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)The rating agency consensus is that FB is below-average at managing its risk, verging on poor.Now contrast that with GOOG.Alphabet Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model53.0%BBB Average, Negative TrendMorningstar/Sustainalytics 20 Metric Model39.7%24.3/100 Medium-RiskReuters'/Refinitiv 500+ Metric Model85.88%GoodS&P 1,000+ Metric Model47.0%Average- Positive TrendJust Capital 19 Metric Model100.00%#1 Industry LeaderFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile60.88Above-AverageJust Capital Global Percentile100%#1 Industry Leader, #1 Company In AmericaConsensus64.6%Above-Average - low risk (Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)GOOG doesn't just manage its long-term risk better than FB, it's beating FB by 31%.far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business modelAnd risk-management isn't the only factor in which GOOG outshines FB by a wide margin.Overall Quality: Winner, AlphabetThe Dividend King's overall quality scores are based on a 241 point model that includes:dividend safetybalance sheet strengthcredit ratingscredit default swap medium-term bankruptcy risk datashort and long-term bankruptcy riskaccounting and corporate fraud riskprofitability and business modelgrowth consensus estimatesmanagement growth guidancehistorical earnings growth rateshistorical cash flow growth rateshistorical dividend growth rateshistorical sales growth ratescost of capitallong-term risk-management scores from MSCI, Morningstar, FactSet, S&P, Reuters'/Refinitiv, and Just Capitalmanagement qualitydividend friendly corporate culture/income dependabilitylong-term total returns (a Ben Graham sign of quality)analyst consensus long-term return potentialIt actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelHow do we know that our safety and quality model works well?During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.That's because we don't miss anything important about a company's fundamental safety and quality.So how do GOOG and FB stack up on one of the world's most comprehensive and accurate safety and quality models?Meta: A Speculative 11/19 Quality Blue-ChipMeta Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%FB100%NANARisk RatingMedium Risk (34th industry percentile risk-management consensus)Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stockLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5FB67%Average Dependability3Overall QualityFBFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability67%3/5 average dependabilityTotal84%11/13 Speculative Blue-ChipRisk Rating2/3 Medium Risk2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock20% Margin of Safety For A Potentially Good BuyAnd here's GOOG.Alphabet: A 13/13 Quality Ultra SWANAlphabet Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%GOOG100%NANARisk RatingLow Risk (65th industry percentile risk-management consensus)AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk20% OR LESS Max Risk Cap RecommendationLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5GOOG89%Exceptional Dependability5Overall QualityGOOGFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability89%5/5 exceptionalTotal95%13/13 Ultra SWANRisk Rating3/3 Low Risk20% OR LESS Max Risk Cap Rec5% Margin of Safety For A Potentially Good BuyMeta: 114th highest quality company on the Masterlist: 78th percentileAlphabet: 39th highest quality: 92nd percentileBoth companies are exceptionally high quality given that our company database is one of the best in the world.The DK 500 Master List includes the world's highest quality companies including:All dividend championsAll dividend aristocratsAll dividend kingsAll global aristocrats (such as BTI, ENB, and NVS)All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)48 of the world's best growth stocks (on its way to 100)But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.Why is GOOG the hands-down winner in this quality fight with FB?CompanyQuality Rating (out Of 13)Quality Score (Out Of 100)Dividend/Balance Sheet Safety Rating (out of 5)Safety Score (Out Of 100)Dependability Rating (Out Of 5)Dependability Score (out Of 100)Meta Platforms11 Speculative Blue-Chip84%5 Very Safe100%3 average67%Alphabet13 Ultra SWAN95%5 Very Safe100%5 exceptional89%(Source: DK Research Terminal)Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.Alphabet's Balance Sheet: AA+ Rated By S&PGuruFocus PremiumGOOG has $140 billion in cash and just $13 billion in debt.Its advanced accounting metrics (F, Z, and M-score) are exceptional.F-score is a measure of short-term bankruptcy risk4+ is safe, 7+ very safe and GOOG's is 8M-score is 84% to 92% accurate at forecasting long-term bankruptcies1.81+ is safe, 3+ is very safe and GOOG's is 13.04M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting-1.78 or lower is safe and GOOG's is -2.48Meta's Balance Sheet: Effectively AAAGuruFocus PremiumThe only \"debt\" Meta has is receivables, it actually carries no long-term debt.That is why it's the largest company on earth that doesn't pay the $500K per year for a credit rating.However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I'm highly confident that it would be AAA-rated.because it's literally not possible for FB to default on debt it doesn't haveCredit Rating30-Year Bankruptcy ProbabilityAAA (Meta)0.07%AA+ (Alphabet)0.29%AA0.51%AA-0.55%A+0.60%A0.66%A-2.5%BBB+5%BBB7.5%BBB-11%BB+14%BB17%BB-21%B+25%B37%B-45%CCC+52%CCC59%CCC-65%CC70%C80%D100%(Sources: S&P, University of St. Petersberg)This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately1 in 1,429 for FB1 in 345 for GOOGAnd both companies' balance sheets are expected to keep getting stronger over time.Alphabet: Consensus $441 Billion In Net Cash By 2027 FactSet Research TerminalMeta: Consensus $71 Billion In Net Cash By 2027FactSet Research TerminalNow let's consider profitability, Wall Street's favorite quality proxy.Profitability: Winner, Meta By A Small AmountMeta Profitability Vs PeersGurufocus PremiumAlphabet Profitability Vs PeersGurufocus PremiumBoth companies are profit-minting machines.YchartsThese are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.FactSet Research TerminalFB's free cash flow is expected to keep growing and reach $77 billion in 2027.This is expected to result in impressive buybacks in the coming years.$219 billion in consensus buybacks through 202738% of shares at current valuationsFactSet Research TerminalGOOG's annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.$380 billion in consensus buybacks through 202721% of shares at current valuationsNow let's consider one important profitability metric in particular.Return on capital or ROC is Joel Greenblatt's gold standard proxy for quality and moatiness.ROC = pre-tax profit/operating capital (the money it takes to run the business).S&P 500's average in 2021 was 14.6% (average investment pays for itself in 7 years)CompanyROC (Greenblatt)ROC Industry Percentile13-Year Median ROC5-Year ROC Trend (OTC:CAGR)Meta Platforms74%65%95%-16%Alphabet87%67%74%-7%(Source: DK Research Terminal, FactSet)In the past year, GOOG's return on capital was higher than FB's and it's also above its 13-year median indicating a more stable moat.In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it's once more the winner.Valuation: Winner, MetaCompanyAverage Fair ValueCurrent PriceDiscount To Fair ValueDK RatingPE 2022PEG 2022Meta Platforms$265.75$214.3519.6%Potentially Reasonable Buy17.191.49Alphabet$3,161.89$2,771.9212.3%Potentially Good Buy23.511.67(Source: DK Research Terminal, FactSet)FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.20% discount is needed to make FB a potentially good buy given its lower quality and risk profileIf we back out cash we see that FB is once more the more undervalued company.FB EV/EBITDA: 9.5GOOG EV/EBITDA: 14.5However, both companies are trading at highly attractive valuations.Company12-Month Consensus Total Return Potential12-Month Fundamentally Justified Upside Total Return PotentialMeta Platforms48.47%23.98%Alphabet25.77%14.11%(Source: DK Research Terminal, FactSet)This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.Of course, what happens in the next year doesn't matter as much as the kind of returns both companies can deliver over the long-term.Long-Term Total Return Potential: Winner, AlphabetCompanyYieldFactSet Long-Term Consensus Growth RateLT Consensus Total Return PotentialRisk-Adjusted Expected ReturnMeta Platforms0.00%11.5%11.5%8.1%Alphabet0.00%14.1%14.1%9.9%(Source: DK Research Terminal, FactSet)GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10 Year Inflation And Risk-Adjusted ReturnEurope2.6%12.8%15.4%10.7%8.6%8.42.27Value2.1%12.1%14.1%9.9%7.7%9.32.10Alphabet0.0%14.1%14.1%9.9%7.7%9.42.10High-Yield2.8%11.3%14.1%9.9%7.7%9.42.10High-Yield + Growth1.7%11.0%12.7%8.9%6.7%10.81.91Safe Midstream + Growth3.3%8.5%11.8%8.3%6.1%11.81.80Meta0.0%11.50%11.5%8.1%5.9%12.31.77Nasdaq (Growth)0.8%10.7%11.5%8.1%5.9%12.31.77Safe Midstream5.5%6.0%11.5%8.1%5.9%12.31.77Dividend Aristocrats2.2%8.9%11.1%7.8%5.6%12.91.72REITs + Growth1.8%8.9%10.6%7.4%5.2%13.71.67S&P 5001.4%8.5%9.9%7.0%4.8%15.11.59Realty Income4.6%5.2%9.8%6.9%4.7%15.41.58Dividend Growth1.6%8.0%9.6%6.7%4.5%15.91.56REITs2.9%6.5%9.4%6.6%4.4%16.41.5460/40 Retirement Portfolio2.1%5.1%7.2%5.1%2.9%24.91.3310-Year US Treasury2.3%0.0%2.3%1.6%-0.5%-131.10.95(Source: Morningstar, FactSet, Ycharts)Both companies are expected to beat the S&P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.What kind of difference does 2.6% per year in potential extra returns actually mean for your life?Inflation-Adjusted Consensus Return Forecast: $1,000 Initial InvestmentTime Frame (Years)7.7% CAGR Inflation-Adjusted S&P Consensus11.9% Inflation-Adjusted GOOG Consensus9.3% CAGR Inflation-Adjusted FB ConsensusDifference Between Inflation Adjusted GOOG and FB Consensus Returns5$1,449.03$1,756.06$1,561.34$194.7110$2,099.70$3,083.73$2,437.79$645.9515$3,042.53$5,415.21$3,806.22$1,608.9920$4,408.74$9,509.42$5,942.82$3,566.6025$6,388.41$16,699.08$9,278.77$7,420.3130$9,257.02$29,324.53$14,487.34$14,837.19(Source: Morningstar, FactSet, Ycharts)Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.Time Frame (Years)Ratio Inflation-Adjusted GOOG and FB Consensus51.12101.26151.42201.60251.80302.02(Source: DK Research Terminal, FactSet)In fact, GOOG could potentially double FB's 30-year returns if both companies grow as analysts currently expect.Short & Medium-Term Total Return Potential: TieMeta 2024 Consensus Return Potential FAST Graphs, FactSet ResearchFB growing at 11.5% is worth about 20.5X earnings based on the company's historical PEG ratio.analyst 12-month consensus forecast is for 21.9 PEThis means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&P 500 is likely to generate.What about the next five years?S&P 500 2027 Consensus Return PotentialYearUpside Potential By End of That YearConsensus CAGR Return Potential By End of That YearProbability-Weighted Return (Annualized)Inflation And Risk-Adjusted Expected Returns202734.75%6.15%4.61%1.27%(Source: DK S&P 500 Valuation And Total Return Tool)For context, analysts expect 35% returns from the S&P 500, which adjusted for inflation and risk is 1% compared to the market's historical 6% to 7% real return.Meta 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchFB could more than double your money if it grows as analysts expect over the next five years.3.2X the S&P 500 consensusGOOG 2024 Consensus Return Potential FAST Graphs, FactSet ResearchGOOG could deliver 13% annual returns through 2024 if it grows as expected.In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.GOOG 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchThanks to GOOG's faster growth rate analysts expect both companies to potentially deliver identical returns.about 14% annually over the next five yearsalso 3.2X better than the S&P 500Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear WinnerDividend Kings Automated Investment Decision ToolDividend Kings Automated Investment Decision ToolBoth Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.far superior valuationsuperior qualitysuperior long-term return potential to the S&P 500However, when we examine both companies in their entirety one fact is clear.GOOG is a higher quality companyGOOG is a faster-growing company (with potentially 2X better long-term return potential than FB)GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)GOOG has superior return on capital and a more stable moatWhile FB offers superior valuation and potentially double the short-term return potential, it's a speculative blue-chip currently going through the largest business pivot in the company's history.In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that's why I have it as a core growth position in my correction plan.Not just for the next few weeks, but all of 2022 and beyond.Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.Luck is what happens when preparation meets, opportunity.\" - Roman philosopher Seneca the younger","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"content":"I do invest in both companies, my fb position is larger than goog. I plan to reduce my fb and buy more goog. Will reconsider fb if metaverse start bringing more positive news.","text":"I do invest in both companies, my fb position is larger than goog. I plan to reduce my fb and buy more goog. Will reconsider fb if metaverse start bringing more positive news.","html":"I do invest in both companies, my fb position is larger than goog. I plan to reduce my fb and buy more goog. Will reconsider fb if metaverse start bringing more positive news."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027734203,"gmtCreate":1654085474102,"gmtModify":1676535391223,"author":{"id":"3577838395517451","authorId":"3577838395517451","name":"MauChin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577838395517451","idStr":"3577838395517451"},"themes":[],"htmlText":"Commodities stocks","listText":"Commodities stocks","text":"Commodities stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027734203","repostId":"1185841943","repostType":4,"repost":{"id":"1185841943","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":1654080330,"share":"https://ttm.financial/m/news/1185841943?lang=&edition=fundamental","pubTime":"2022-06-01 18:45","market":"us","language":"en","title":"Tiger Chart | Top 10 S&P 500 Gainers For May","url":"https://stock-news.laohu8.com/highlight/detail?id=1185841943","media":"Tiger Newspress","summary":"Among top 10 S&P 500 gainers for last month, oil companies stood out, with Devon, Marathon Oil and O","content":"<html><head></head><body><p>Among top 10 S&amp;P 500 gainers for last month, oil companies stood out, with <a href=\"https://laohu8.com/S/DVN\">Devon</a>, <a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a> and <a href=\"https://laohu8.com/S/OXY\">Occidental</a> surging over 25%.<img src=\"https://static.tigerbbs.com/d095e785df353539cbc0fc5eae92383f\" tg-width=\"1458\" tg-height=\"2049\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Chart | Top 10 S&P 500 Gainers For May</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; 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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\">\nTiger Chart | Top 10 S&P 500 Gainers For May\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-01 18:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Among top 10 S&amp;P 500 gainers for last month, oil companies stood out, with <a href=\"https://laohu8.com/S/DVN\">Devon</a>, <a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a> and <a href=\"https://laohu8.com/S/OXY\">Occidental</a> surging over 25%.<img src=\"https://static.tigerbbs.com/d095e785df353539cbc0fc5eae92383f\" tg-width=\"1458\" tg-height=\"2049\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LUMN":"Lumen Technologies","DXC":"DXC Technology Company","DVN":"德文能源","FANG":"Diamondback Energy","EPAM":"Epam Systems","PXD":"先锋自然资源","OXY":"西方石油",".SPX":"S&P 500 Index","NRG":"NRG能源"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185841943","content_text":"Among top 10 S&P 500 gainers for last month, oil companies stood out, with Devon, Marathon Oil and Occidental surging over 25%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}